2043FY-26-Q-00012 Sam.gov.pdf

COMBINED SYNOPSIS/SOLICITATION

1. This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in Federal Acquisition Regulation (FAR) subpart 12.6, in conjunction with FAR Part 13, Simplified Acquisition Procedures for Certain Commercial Items as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; quotes are being requested, and a written solicitation will not be issued. 2. The combined synopsis/solicitation number is 2043FY-26-Q- 00012. 3. Solicitation documents and incorporated provisions and clauses are those in effect through Federal Acquisition Circular FAC 2026-01 (eff. 03/13/2026). 4. This requirement is Total Small Business Set Aside. The North American Industry Classification System number is 541519 with a size standard of $21 Million. 5. Place of Performance: Internal Revenue Service (IRS), National Distribution Center (NDC) 1201 Rivian Motorway, Bloomington, IL 61705 Period of Performance: This requirement will include one (1) 12-month base year with four (4) 12- month option years. 6. Period of Performance: This requirement will include one (1) 12-month base year with four (4) 12-month option years. 7. All questions regarding this solicitation shall be submitted via email to the Contract Specialist, Patricia Brown, Patricia.E.Brown@irs.gov and to Neil Belden, Neil.d.Belden@irs.gov no later than 12:00 P.M. Eastern Time on 2 April 2026. 8.

Quotes are due no later than Tuesday, 7 April 2026 at 12:00A.M. Eastern Time and shall be submitted electronically via e-mail to the Contract Specialist, Neil Beldon, Neil.d.Belden@irs.gov, and Contracting Officer, Patricia.E.Brown@IRS.gov.

APPLICABLE Provisions and Clauses: The provision at 52.212-1 Introduction to Offerors Commercial, applies to this acquisition. The provision at 52.212-2 EVALUATION COMMERCIAL ITEMS (JAN 1999) applies to this acquisition. All offers shall include a completed copy of the provision at 52.212-3, Offeror Representations and Certifications Commercial Items. The clause at 52.212-4, Contract Terms and Conditions Commercial Items, applies to this acquisition and a statement. The addendum to FAR 52.212-4 also applies to this acquisition. The clause at 52.212-5, Contract Terms and Conditions Required to Implement Statutes or Executive Orders Commercial Items, applies to this acquisition and all additional FAR clauses cited in the clause are applicable to the acquisition. Addendum to FAR 52.212-4 Show FAR clauses followed by IRS Agency clauses in numeric order. Solicitation contains a list of all clauses incorporated by reference in numeric order under 52.252-2 (see below), starting first with FAR and followed by IRS Agency clauses.

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

1. REQUISITION NUMBER PAGE 1 OF

2. CONTRACT NO. 3. AWARD/EFFECTIVE

DATE

4. ORDER NUMBER 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE

DATE

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME b. TELEPHONE NUMBER (No collect calls)

8. OFFER DUE DATE/

LOCAL TIME

9. ISSUED BY

13b. RATING

14. METHOD OF SOLICITATION

CODE

15. DELIVER TO 16. ADMINISTERED BY CODE

18a. PAYMENT WILL BE MADE BY CODE17a. CONTRACTOR/

OFFEROR

CODE

FACILITY

CODE

CODE

TELEPHONE NO.

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN

OFFER

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK

BELOW IS CHECKED

RFQ IFB RFP

SEE ADDENDUM

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

(Use Reverse and/or Attach Additional Sheets as Necessary)

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Govt. Use Only)

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED

29. AWARD OF CONTRACT: REF. OFFER

DATED . . YOUR OFFER ON SOLICITATION

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR

30b. NAME AND TITLE OF SIGNER (Type or print) 30c. DATE SIGNED

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

31b. NAME OF CONTRACTING OFFICER (Type or print) 31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

10. THIS ACQUISITION IS UNRESTRICTED OR

NAICS:

SIZE STANDARD:

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

SET ASIDE: % FOR:

11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

12. DISCOUNT TERMS

ARE ARE NOT ATTACHED

ARE ARE NOT ATTACHED

27a. SOLICITATION INCORPORATES BY RFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

8 (A)

EDWOSB

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SMALL BUSINESS

5000224647

2043FY-26-Q-00012 03/24/2026

Patricia Brown 4/7/2026 12:00pm ET 2050 100

561499

$21.5

See Attached Delivery Schedule

See Attached Schedule(s)

Office of Procurement Operations-Office of Procurement Operations 201 S Orange Ave Orlando, FL 32801-3413 Attn: Patricia Brown Tel: +1 689-285-6141 Email: patricia.e.brown@irs.gov

Office of Procurement Operations-Office of Procurement Operations 201 S Orange Ave Orlando, FL 32801-3413 Attn: Patricia Brown Tel: +1 689-285-6141 Email: patricia.e.brown@irs.gov

X

Requirement: First Class Presort Services for IRS National Distribution Center (NDC).

Questions Due Date: April 2, 2026, 12:00PM ET Solicitation Offer Due Date: April 7, 2026, 12:00 PM ET A Resulting award is expected to include a Schedule based on the completed Section I Price Schedule.

PART I 4

Line Item Table 4

Delivery Schedule 5

Statement of Work 5

PART II 18

52.204-21 Basic Safeguarding of Covered Contractor Information Systems (Nov 2021) 18

52.204-28 Federal Acquisition Supply Chain Security Act Orders—Federal Supply Schedules, Governmentwide Acquisition Contracts, and Multi-Agency Contracts (Dec 2023) 20

52.204-29 Federal Acquisition Supply Chain Security Act Orders—Representation and Disclosures (Dec 2023) 22

52.204-30 Federal Acquisition Supply Chain Security Act Orders—Prohibition (Dec 2023) 24

52.217-8 Option to Extend Services (Nov 1999) 31

52.217-9 Option to Extend the Term of the Contract (Mar 2000) 31

52.203-3 Gratuities (Apr 1984) – Incorporated by Reference 32

52.203-17 Contractor Employee Whistleblower Rights (Nov 2023) – Incorporated by Reference 32

52.204-13 System for Award Management Maintenance (Oct 2016) – Incorporated by Reference 32

52.204-25 Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment (Nov 2021) – Incorporated by Reference 32

52.204-27 Prohibition on a ByteDance Covered Application (Jun 2023) – Incorporated by Reference 32

52.213-1 Fast Payment Procedure (May 2006) – Incorporated by Reference 33

52.215-2 Audit and Records-Negotiation (JUN 2020) - Incorporated by Reference 33

52.219-6 Notice of Total Small Business Set-Aside (Nov 2020) – Incorporated by Reference 33

52.223-23 Sustainable Products and Services (May 2024) – Incorporated by Reference 33

52.226-8 Encouraging Contractor Policies to Ban Text Messaging While Driving (MAY 2024) – Incorporated by Reference 33

52.232-39 Unenforceability of Unauthorized Obligations (Jun 2014) – Incorporated by Reference 33

52.232-40 Providing Accelerated Payments to Small Business Subcontractors (Mar 2023) – Incorporated by Reference 33

52.244-5 Competition in Subcontracting (Aug 2024) – Incorporated by Reference 33

FISMA Cybersecurity Requirements Language 33

Mandatory IRS Security Training for Information Systems, Information Protection and Facilities Physical Access

(APR 2024) 41

Section 508 Services (APR 2024) 43

Information Systems and Information Security Controls for Contracting Actions Subject to Internal Revenue Manual (IRM) 10.8 Series (APR 2024) 46

PART III 49

52.203-2 Certificate of Independent Price Determination (Apr 1985) 49

52.204-24 Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment (Nov 2021) 50

52.204-26 Covered Telecommunications Equipment or Services-Representation (Oct 2020) 53

52.209-7 Information Regarding Responsibility Matters (Jul 2013) 53

52.212-3 Offeror Representations and Certifications—Commercial Products and Commercial Services (May 2024)

52.204-7 System for Award Management (Nov 2024) – Incorporated by Reference 77

52.204-16 Commercial and Government Entity Code Reporting (AUG 2020) – Incorporated by Reference 77

52.204-17 Ownership or Control of Offeror (AUG 2020) – Incorporated by Reference 77

52.217-5 Evaluation of Options (Jul 1990) – Incorporated by Reference 77

52.225-25 Prohibition on Contracting with Entities Engaging in Certain Activities or Transactions Relating to Iran—Representation and Certifications (JUN 2020) - Incorporated by Reference 77

52.250-2 SAFETY Act Coverage Not Applicable (Feb 2009) – Incorporated by Reference 77

PART IV 78

Evaluation Factors, Criteria, and Rating Methods 78

PART V 86

Attachments 86

PART I

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

0001 R706

PRESORT MAIL: 5/1/2026 -

4/30/2027 First Class Mail Presort Service for IRS National Distribution Center (NDC).

Services include the pick-up, processing, and commingle of 1st class mail pieces and postcards per the attached Statement of Work (SOW).

1.000 AJ

1001 R706

PRESORT MAIL: 5/1/2027 -

4/30/2028 First Class Mail Presort Service for IRS National Distribution Center (NDC).

Services include the pick-up, processing, and commingle of 1st class mail pieces and postcards per the attached Statement of Work (SOW).

1.000 AJ

2001 R706

PRESORT MAIL: 5/1/2028 -

4/30/2029 First Class Mail Presort Service for IRS National Distribution Center (NDC).

Services include the pick-up, processing, and commingle of 1st class mail pieces and postcards per the attached Statement of Work (SOW).

1.000 AJ

3001 R706

PRESORT MAIL: 5/1/2029 -

4/30/2030 First Class Mail Presort Service for IRS National Distribution Center (NDC).

Services include the pick-up, processing, and commingle of 1st class mail pieces and postcards per the attached Statement of Work (SOW).

1.000 AJ

4001 R706

PRESORT MAIL: 5/1/2030-

4/30/2030 First Class Mail Presort Service for IRS National Distribution Center (NDC).

Services include the pick-up, processing, and commingle of 1st class mail pieces and postcards per the attached Statement of Work (SOW).

1.000 AJ

Delivery Schedule Delivery Address Item No. QTY Delivery Date

IRS Internal Revenue Service

ALUS

0001 1.000 04/30/2027

IRS Internal Revenue Service

ALUS

1001 1.000 04/30/2028

IRS Internal Revenue Service

ALUS

2001 1.000 04/30/2029

IRS Internal Revenue Service

ALUS

3001 1.000 04/30/2030

IRS Internal Revenue Service

ALUS

4001 1.000 04/30/2031

Statement of Work

Outgoing Presort Mail Services and Intelligent Mail Barcode (IMb) Marking Internal Revenue Service (IRS) National Distribution Center (NDC) Bloomington, IL 615705

INTRODUCTION

The Internal Revenue Service (IRS) National Distribution Center (NDC) requires contracted First-Class Mail and postcard services, that include both Intelligent Mail Barcode (IMb) marking and mail presort services. The successful contractor will collect outgoing mail from the IRS NDC location and at the contractor's facility will presort, mark and post the mail pieces.

The mail presort services and Intelligent Mail Barcode (IMb) marking on the mail must comply with the United States Postal Service (USPS) presort and barcode marking requirements to provide to the IRS the most cost-effective postage rates on mail.

BACKGROUND

The IRS NDC maintains an active inventory of over 8,500 published products. The NDC processes orders for forms, publications and other material from the warehouse location in Bloomington, IL. Orders are received through telephone, mail, internet and a variety of other sources. Orders are shipped to external customers, such as private residences, post offices, and other businesses as well as IRS office locations.

“Mail”, for the purpose of this contract, consists of First-Class Mail letters and postcards.

The IRS warehouse mail volumes are generally highest between the months of December – April. However, NDC also performs special mailings at various times throughout the year. These mailings may increase the daily quantities and result in the need for additional collection service coverage, due to an impact on transportation, labor and storage. These special mailings can be dispersed over several days in order to minimize the impact on vendors’ services.

SCOPE The resultant contract of this solicitation will provide IRS a means to send USPS First-Class Mail and postcards utilizing the most effective (i.e. presort) methods. The USPS Intelligent Mail Barcode (IMb) is required to obtain Commercial Base and Commercial Plus pricing rates. The IMb includes the delivery point ZIP Code information and allows the USPS to use automated equipment to sort and track First-Class Mail as it travels through the mail stream to the post offices that make final delivery at the respective destinations.

This will encompass: REQUIREMENT DESIRED OUTCOME CONSTRAINTSMAIL SERVICES Mail Pickup The Contractor shall provide a minimum of three weekly pickups during Standard Business Hours and Days, however no earlier than 10:00 AM local time.

The IRS-NDC designated Contracting Officer Representative (COR) will be provided with the schedule forpickup. Changes to the regularly scheduled pickup time will be coordinated and agreed upon by both the COR and contractor. The contractor will be notified at least one week in advance of any peak workload periods. Presort Services The Contractor will process IRS-NDC mail in such a way as to qualify for the lowest USPS Rates for presort mail.

a. All barcode marking andpresort operations shall be inaccordance with the latestUSPS regulations and with theDomestic Mail Manual (DMM).IMb Marking The Contractor will provide IMb Marking on each mail piece and process the mail to ensure the lowest possible USPS Commercial First-Class Mail Rate.

a. All barcode marking andpresort operations shall be inaccordance with the latestUSPS regulations and with theDomestic Mail Manual (DMM).Deposit mail into USPS Mail Stream The Contractor will deposit all IRS First- Class Mail and postcards with the USPS within 2 business day of pick-up

a. First-Class Mail letters andpostcards will be processed byContractor and presented tothe USPS in a timely fashion.

Special Needs Special mailings of letter mail occur at various times in the year (4 – 8 times) which could increase the quantities resulting in the need for additional service coverage for collections which may impact transportation, labor and storage, to name a few. For example, special mailings have occurred in June, July and August with increased weekly quantities ranging between 10,000 and 35,000 (in addition to the regular daily

Pickup times for special mailings will be coordinated with and agreed upon by both the COR and contractor. The contractor will be notified at least one week in advance of any special mailings and the anticipated volume. Special project mailings will, as much as possible, be staggered/released according to predetermined maximum volume that contractor can timely process. Mail Trays As mail trays are released to the Contractor, the Contractor will return an equal number of mail trays at the next scheduled pick-up day.

a. Mail trays will be cycled through the contractor and the NDC, keeping mail trays available for use at the NDC. If additional mail trays are needed for a special mail out, arrangement of volume needed, and delivery of mail trays will be arranged with the COR. The following charts illustrate the historical monthly mailing quantities of First-Class Mail letters and postcards for the past 3 calendar years. The first table displays the letters and the second table displays the postcards. Future monthly quantities may increase or decrease depending on the mailing requests the NDC receives which could increase the quantities resulting in the need for additional service coverage for collections which may impact transportation, labor and storage, to name a few.

Month Letters-2022 Letters-2023 Letter-2024 Jan 590,074 210955 58926 Feb 8,847 114862 95039 Mar 1,776 116877 33348 Apr 11,059 137761 100638 May 13,531 118010 29229 Jun 1,111 189778 32989 Jul 2,222 108233 26246 Aug 10,696 118319 18819 Sep 54,735 50376 16838 Oct 105,208 44813 15397 Nov 72,791 53123 22432 Dec 54018 61317 29647 Letter Quantities Month Postcards-2022 Postcards-2023 Postcards-2024 Jan 54,297 89412 71582 Feb 41,189 57540 24977 Mar 7,235 3794 0 Apr 6,101 1996 0 May 5,304 898 0 Jun 5,242 272 3798

Jul 4,373 27 6974Aug 2,577 0 3109Sep 206 20 53Oct 1,419 15 994Nov 916 57 553Dec 19195 13650 3337 Postcard Quantities

TASKS AND REQUIREMENTS The Contractor will never become involved with the content of the mail and must never access internal contents of mail processed as part of the services in this SOW. (Refer to 18 U.S. Code § 1708). Contractor must ensure each Requirement and Desired Outcome listed in this SOW is satisfied and that Constraints are honored and respected. If the contractor has any conflicts or challenges with these requirements, they should consult with the CO or COR.

OTHER MISCELLANEOUS CONSTRAINTS Information Protection Special Mailings may contain Personally Identifiable Information (PII) that must be protected from unauthorized disclosure. All Contractor vehicles must be closed and secured during transport. Any lost or stolen mail must be reported in writing to the COR and CO as soon as the mail is discovered missing. The report must identify the following:

a) Date and Time loss identified

b) Location of loss (address, place of business, etc.)

c) Number of items missing

d) Actions taken by the Contractor to locate or recover items

All undeliverable or mutilated mail pieces must be returned to the NDC by the contractor at the next scheduled pick-up day.

Weather Delays

The contractor shall notify the COR and NDC representative within two (2) hours, via phone and/or email of Contractor’s knowledge of any weather conditions with may adversely affect the Contractor’s ability to perform under the terms and conditions as stated in the specifications of this requirement. If the COR cannot be reached the contractor must make attempts to notify the CO in the same manner required herein.

CONTACT POINTS Contracting Officer: Patricia Brown, Patricia.E.Brown@IRS.gov Contractor Point of Contact (POC) The Contractor shall specify an individual who shall serve as a single point of contact (POC) for all Contract related business. Contractor must provide the COR and Contracting Office with the POC contact details, to include phone and email, as a minimum: Within 14 business days of contract award and, Within 5 business days prior to a change in the POC by the Contractor. The POC must be easily accessible by phone and return COR calls within 48 hours of a voice message left by the COR. Contracting Officer’s Representative (COR) Upon contract commencement, the Contracting Officer will notify the Contractor in writing as to the COR assigned to this contract, and upon reassignment of a new COR, as applicable. Contractor shall only respond to requests for service from the COR or the CO. If service is requested from any source, other than the COR or the CO, the Contractor is to advise the individual of this requirement and refuse to respond. Any billing resulting from unauthorized service will not be paid by the government. Authority of the COR

The Contracting Officer is the only person authorized to approve changes in any of the requirements of this contract. In the event the Contractor affects any changes at the direction of any person other than the Contracting Officer, the changes will be considered to have been made without authority and no adjustment will be made in the contract price or schedule to cover any increase in costs incurred as a result thereof. The Contracting Officer shall be the only individual authorized to accept nonconforming work, waive any requirement of the contract, and/or modify any term or condition of the contract. The Contracting Officer is the only individual who can legally obligate Government funds. No costs chargeable to the proposed contract can be incurred before receipt of a fully executed contract or specific authorization from the Contracting Officer. Oral orders may be placed by the COR directly with the Contractor’s Representative, followed by written* confirmation from both parties prior to the service commencing, and only for services, quantities and periods within the scope of this SOW and Price/Cost Schedule. (*Written confirmation does not include cell phone text messages for the purpose of ordering.) Government Alternate Points of Contact (POC) – Emergencies Only The COR will identify Alternate Points of Contact (POC) to be used only for instances of emergencies when the COR is not easily contactable. These will be individuals in supervisory or managerial roles within the same department as the COR. The contractor will be provided this information within 5 days after contract award and within 48 hours of a change to this information. An Alternate POC does not replace the COR nor do they replace the Contracting Officer during the performance and administration of this contract, nor does it relinquish or diminish the Contractor’s requirements in relation to the performance of this Contract. CONTRACTOR PERSONNEL SPECIFICATIONS AND REQUIREMENTS At all times during performance of Services, in accordance with this SOW, the Contractor must ensure Contractor personnel: Be able to read, understand and apply printed rules, detailed orders, and instructions. Be familiar and compliant with this SOW and all Contractual requirements.

Wear Contractor-issued identification name tags in a way that are visibly displayed on the uniform in a prominent manner, being clearly visible to the general public. Maintain decorum at all times. During the performance of services care and consideration must be given to IRS visitors and staff. Park only in the dock loading area or other parking areas as designated parking by the COR.

SAFETY AND SECURITY Check In/Out Procedures Prior to commencement of, and immediately after each service visit, the Contractor or Contractor’s authorized Personnel, must check in and out with the COR or authorized IRS Mail staff. Only individual IRS Mail staff at the Location can coordinate check-in and check out procedures for the Contractor in the absence of the COR. The Contractor, when applicable, shall follow guidelines set forth by the Centers for Disease Control and Prevention (CDC), State regulations and mandates and the IRS location when applicable. At a minimum, when applicable, all individuals are to wear cloth face coverings while in IRS facilities and workspaces. You may wear an alternative cloth face covering if it covers your nose and mouth and meets CDC requirements. OPERATING HOURS Standard Business Hours and Days, including Federal Holidays IRS National Distribution Center standard operating hours occur between 7:00am to 3:30pm Monday- Friday excluding Federal holidays, except by special alternate arrangement, coordinated and authorized by the COR. Pick-ups will be made on business days (Monday through Friday) and will exclude the following legal public holidays: New Year’s Day, Martin Luther King, Jr Day; President’s Day, Memorial Day, Juneteenth National Independence Day, Independence Day, Labor Day, Columbus Day, Veterans Day, Thanksgiving Day and Christmas Day.

If a holiday occurs on a Saturday, the Friday immediately before is a legal public holiday. If a holiday occurs on a Sunday, the legal holiday is the following Monday. In addition to the days designated as holidays, the Government observes: Any other day designated by Federal Statute Any other day designated by Executive Order Any other day designated by the President of the United States to be a Federal holiday SAFETY AND COMPLIANCE The Contractor is responsible for all charges, fees, applications and procurement of all permits, licenses, registrations and certificates, pursuant to lawful application of the provision of services. Where there is a conflict between applicable regulations, the most restrictive will apply. CONTRACTOR FURNISHED EQUIPMENT / PROPERTY The contractor shall furnish all facilities, equipment, materials and labor required to meet the requirements of this contract which shall include, but is not limited to pick up, barcoding, application of postage, presorting mail and delivery to the Post Office. INSURANCE The contractor shall be required to carry liability insurance that will cover the fair and reasonable cost incurred in regard to document replacement, and/or reconstruction of mail that have been damaged, destroyed, lost, or stolen while in the contractor’s possession. The contractor shall also be liable for any PENALTIES or monetary losses incurred while in contractor’s possession. The Contractor's payments for claims for monetary loss will be subject to verified documentation. The contractor shall notify the COR within 24 hours of a lapse in, or termination of, their insurance policy. The contractor shall provide a copy of the insurance to the Contracting Officer. QUALITY Rework or Remedy

Rework or Remedy is defined as performing the Service again until the Purpose of this SOW is achieved in full. This involves less than Satisfactory Service by the Contractor and as noted by the COR. Rework or Remedy occurs at no additional cost to the Government. Quality Control Plan The contractor will devise a Quality Control Plan to ensure successful service, that encompasses the contractor’s intent for satisfying services in the SOW, to include Deliverables. The written Quality Control Plan must be mutually agreed upon by the COR and contractor for effectively maintaining the Purpose of this SOW and updated as necessary changes are made. Agreement to a written Quality Control Plan must be reached by both parties within 5 business days upon commencement of services, and within 5 business days following any revisions or changes. The written Quality Control Plan must include a monthly reporting method to be agreed upon by both the contractor and the COR as reflecting quality services performed by the contractor and provide to the COR no later than one week following the applicable monthly services to which the report pertains. Test Mail Articles The IRS will send random mail articles through the contractor to pre-identified recipients with instructions to notify the Mail Room or COR upon receipt. Notification will be sent by email and will include: Date Item Received Scanned Copy of presort address or IMb and postage markings. These notifications will be used to verify contractor services. DELIVERABLES Service Reports On a weekly basis, the contractor will provide the COR with a report to include the following information for the previous week's processing:

The contractor will provide a weekly, written report which includes, as a minimum, the following information pertaining to the previous week’s services. Each report must be submitted to the COR within 5 business days following completion of the previous week’s services. Report Information

a) Total cost and number of pieces qualified for presort

b) Total cost and number of pieces not qualifying for the presort rate

c) Number of mutilated/unreadable items returned to the IRS/NDC

d) Costs for encoding or any special services provided

e) Total amount of actual postage cost

EVALUATION FACTORS Contract will be issued in accordance with FAR 13.5 Selection of Contractor to provide services will utilize a “lowest-priced technically acceptable” approach based on factors such as past performance, cost/price, experience in handling similar mail volumes, and the ability to perform service within stated requirements. Under the “lowest-priced technically acceptable” approach, cost is not the only factor in contractor selection. In order for an Offeror to be considered for award, the proposal must receive an “Acceptable” rating in every non-price factor. Any proposal receiving a rating of “Unacceptable” in any non-price factor will not be further evaluated. There are 3 other factors for evaluation:

a) Past Performance,

b) Experience, and

c) Operations

Past Performance factors include, but are not limited to, timely pickup and performance of work similar in size and scope to this contract. Experience factors include, but are not limited to, industry certifications and staffing plans in dealing with the seasonal mail fluctuations. Operation factors include, but are not limited to, timely processing of mail and deposit of mail with the USPS within 2 business days. Definitions

CO – Contracting Officer COR – Contracting Officer’s Representative DMM - Domestic Mail Manual IMb – Intelligent Mail Barcode IRS – Internal Revenue Service FY – Fiscal Year (October – September) Mail – refer to the section titled Background in this SOW for more specifics on what is considered “mail” NDC – National Distribution Center PII – Personally Identifiable Information POC – Point of Contact SOW – Statement of Work Services – Presort Outgoing Mail Services as identified in the Purpose of this SOW as well as the Tasks and Requirements section of this SOW USPS – United Stats Postal Service

PART II

52.204-21 Basic Safeguarding of Covered Contractor Information Systems (Nov 2021)

(a) Definitions. As used in this clause—

Covered contractor information system means an information system that is owned or operated by a contractor that processes, stores, or transmits Federal contract information.

Federal contract information means information, not intended for public release, that is provided by or generated for the Government under a contract to develop or deliver a product or service to the Government, but not including information provided by the Government to the public (such as on public websites) or simple transactional information, such as necessary to process payments.

Information means any communication or representation of knowledge such as facts, data, or opinions, in any medium or form, including textual, numerical, graphic, cartographic, narrative, or audiovisual (Committee on National Security Systems Instruction (CNSSI) 4009).

Information system means a discrete set of information resources organized for the collection, processing, maintenance, use, sharing, dissemination, or disposition of information (44 U.S.C. 3502).

Safeguarding means measures or controls that are prescribed to protect information systems.

(b) Safeguarding requirements and procedures.

(1) The Contractor shall apply the following basic safeguarding requirements and procedures to protect covered contractor information systems. Requirements and procedures for basic safeguarding of covered contractor information systems shall include, at a minimum, the following security controls:

(i) Limit information system access to authorized users, processes acting on behalf of authorized users, or devices (including other information systems).

(ii) Limit information system access to the types of transactions and functions that authorized users are permitted to execute.

(iii) Verify and control/limit connections to and use of external information systems.

(iv) Control information posted or processed on publicly accessible information systems.

(v) Identify information system users, processes acting on behalf of users, or devices.

(vi) Authenticate (or verify) the identities of those users, processes, or devices, as a prerequisite to allowing access to organizational information systems.

(vii) Sanitize or destroy information system media containing Federal Contract Information before disposal or release for reuse.

(viii) Limit physical access to organizational information systems, equipment, and the respective operating environments to authorized individuals.

(ix) Escort visitors and monitor visitor activity; maintain audit logs of physical access;

and control and manage physical access devices.

(x) Monitor, control, and protect organizational communications (i.e., information transmitted or received by organizational information systems) at the external boundaries and key internal boundaries of the information systems.

(xi) Implement subnetworks for publicly accessible system components that are physically or logically separated from internal networks.

(xii) Identify, report, and correct information and information system flaws in a timely manner.

(xiii) Provide protection from malicious code at appropriate locations within organizational information systems.

(xiv) Update malicious code protection mechanisms when new releases are available.

(xv) Perform periodic scans of the information system and real-time scans of files from external sources as files are downloaded, opened, or executed.

(2) Other requirements. This clause does not relieve the Contractor of any other specific safeguarding requirements specified by Federal agencies and departments relating to covered contractor information systems generally or other Federal safeguarding requirements for controlled unclassified information (CUI) as established by Executive Order 13556.

(c) Subcontracts. The Contractor shall include the substance of this clause, including this paragraph (c), in subcontracts under this contract (including subcontracts for the acquisition of commercial products or commercial services, other than commercially available off-the-shelf items), in which the subcontractor may have Federal contract information residing in or transiting through its information system.

(End of clause)

52.204-28 Federal Acquisition Supply Chain Security Act Orders—Federal Supply Schedules, Governmentwide Acquisition Contracts, and Multi-Agency Contracts (Dec 2023)

(a) Definitions. As used in this clause—

Covered article as defined in 41 U.S.C. 4713(k), means—

(1) Information technology, as defined in 40 U.S.C. 11101, including cloud computing services of all types;

(2) Telecommunications equipment or telecommunications service, as those terms are defined in section 3 of the Communications Act of 1934 ( 47 U.S.C. 153);

(3) The processing of information on a Federal or non-Federal information system, subject to the requirements of the Controlled Unclassified Information program (see 32 CFR part 2002); or

(4) Hardware, systems, devices, software, or services that include embedded or incidental information technology.

FASCSA order, means any of the following orders issued under the Federal Acquisition Supply Chain Security Act (FASCSA) requiring the removal of covered articles from executive agency information systems or the exclusion of one or more named sources or named covered articles from executive agency procurement actions, as described in 41 CFR 201–1.303(d) and (e):

(1) The Secretary of Homeland Security may issue FASCSA orders applicable to civilian agencies, to the extent not covered by paragraph (2) or (3) of this definition. This type of FASCSA order may be referred to as a Department of Homeland Security (DHS) FASCSA order.

(2) The Secretary of Defense may issue FASCSA orders applicable to the Department of Defense (DoD) and national security systems other than sensitive compartmented information systems. This type of FASCSA order may be referred to as a DoD FASCSA order.

(3) The Director of National Intelligence (DNI) may issue FASCSA orders applicable to the intelligence community and sensitive compartmented information systems, to the extent not covered by paragraph (2) of this definition. This type of FASCSA order may be referred to as a DNI FASCSA order.

Intelligence community, as defined by 50 U.S.C. 3003(4), means the following—

(1) The Office of the Director of National Intelligence;

(2) The Central Intelligence Agency;

(3) The National Security Agency;

(4) The Defense Intelligence Agency;

(5) The National Geospatial-Intelligence Agency;

(6) The National Reconnaissance Office;

(7) Other offices within the Department of Defense for the collection of specialized national intelligence through reconnaissance programs;

(8) The intelligence elements of the Army, the Navy, the Air Force, the Marine Corps, the Coast Guard, the Federal Bureau of Investigation, the Drug Enforcement Administration, and the Department of Energy

(9) The Bureau of Intelligence and Research of the Department of State;

(10) The Office of Intelligence and Analysis of the Department of the Treasury;

(11) The Office of Intelligence and Analysis of the Department of Homeland Security; or

(12) Such other elements of any department or agency as may be designated by the President, or designated jointly by the Director of National Intelligence and the head of the department or agency concerned, as an element of the intelligence community.

National security system, as defined in 44 U.S.C. 3552, means any information system (including any telecommunications system) used or operated by an agency or by a contractor of an agency, or other organization on behalf of an agency—

(1) The function, operation, or use of which involves intelligence activities; involves cryptologic activities related to national security; involves command and control of military forces; involves equipment that is an integral part of a weapon or weapons system; or is critical to the direct fulfillment of military or intelligence missions, but does not include a system that is to be used for routine administrative and business applications (including payroll, finance, logistics, and personnel management applications); or

(2) Is protected at all times by procedures established for information that have been specifically authorized under criteria established by an Executive order or an Act of Congress to be kept classified in the interest of national defense or foreign policy

Sensitive compartmented information means classified information concerning or derived from intelligence sources, methods, or analytical processes, which is required to be handled within formal access control systems established by the Director of National Intelligence.

Sensitive compartmented information system means a national security system authorized to process or store sensitive compartmented information.

Source means a non-Federal supplier, or potential supplier, of products or services, at any tier.

(b) Notice. During contract performance, the Contractor shall be required to comply with any of the following that apply: DHS FASCSA orders, DoD FASCSA orders, or DNI FASCSA orders.

The applicable FASCSA order(s) will be identified in the request for quotation (see 8.405-2), or in the notice of intent to place an order (see 16.505(b)). FASCSA orders will be identified in paragraph (b)(1) of FAR 52.204-30, Federal Acquisition Supply Chain Security Act Orders— Prohibition, with its Alternate II.

(c) Removal. Upon notification from the contracting officer, during the performance of the contract, the Contractor shall promptly make any necessary changes or modifications to remove any covered article or any product or service produced or provided by a source that is subject to an applicable Governmentwide FASCSA order (see FAR 4.2303(b)).

(End of clause)

52.204-29 Federal Acquisition Supply Chain Security Act Orders— Representation and Disclosures (Dec 2023)

(a) Definitions. As used in this provision, Covered article, FASCSA order, Intelligence community, National security system, Reasonable inquiry, Sensitive compartmented information, Sensitive compartmented information system, and Source have the meaning provided in the clause 52.204-30, Federal Acquisition Supply Chain Security Act Orders— Prohibition.

(b) Prohibition. Contractors are prohibited from providing or using as part of the performance of the contract any covered article, or any products or services produced or provided by a source, if the prohibition is set out in an applicable Federal Acquisition Supply Chain Security Act (FASCSA) order, as described in paragraph (b)(1) of FAR 52.204-30, Federal Acquisition Supply Chain Security Act Orders—Prohibition.

(c) Procedures.

(1) The Offeror shall search for the phrase “FASCSA order” in the System for Award Management (SAM)( https://www.sam.gov) for any covered article, or any products or services produced or provided by a source, if there is an applicable FASCSA order described in paragraph (b)(1) of FAR 52.204-30, Federal Acquisition Supply Chain Security Act Orders—Prohibition.

(2) The Offeror shall review the solicitation for any FASCSA orders that are not in SAM, but are effective and do apply to the solicitation and resultant contract (see FAR 4.2303(c)(2)).

(3) FASCSA orders issued after the date of solicitation do not apply unless added by an amendment to the solicitation.

(d) Representation. By submission of this offer, the offeror represents that it has conducted a reasonable inquiry, and that the offeror does not propose to provide or use in response to this solicitation any covered article, or any products or services produced or provided by a source, if the covered article or the source is prohibited by an applicable FASCSA order in effect on the date the solicitation was issued, except as waived by the solicitation, or as disclosed in paragraph (e).

(e) Disclosures. The purpose for this disclosure is so the Government may decide whether to issue a waiver. For any covered article, or any products or services produced or provided by a source, if the covered article or the source is subject to an applicable FASCSA order, and the Offeror is unable to represent compliance, then the Offeror shall provide the following information as part of the offer:

(1) Name of the product or service provided to the Government;

(2) Name of the covered article or source subject to a FASCSA order;

(3) If applicable, name of the vendor, including the Commercial and Government Entity code and unique entity identifier (if known), that supplied the covered article or the product or service to the Offeror;

(4) Brand;

(5) Model number (original equipment manufacturer number, manufacturer part number, or wholesaler number);

(6) Item description;

(7) Reason why the applicable covered article or the product or service is being provided or used;

(f) Executive agency review of disclosures. The contracting officer will review disclosures provided in paragraph (e) to determine if any waiver may be sought. A contracting officer may choose not to pursue a waiver for covered articles or sources otherwise subject to a FASCSA order and may instead make an award to an offeror that does not require a waiver.

(End of provision)

52.204-30 Federal Acquisition Supply Chain Security Act Orders— Prohibition (Dec 2023)

(a) Definitions. As used in this clause—

Covered article, as defined in 41 U.S.C. 4713(k), means—

(1) Information technology, as defined in 40 U.S.C. 11101, including cloud computing services of all types;

(2) Telecommunications equipment or telecommunications service, as those terms are defined in section 3 of the Communications Act of 1934 ( 47 U.S.C. 153);

(3) The processing of information on a Federal or non-Federal information system, subject to the requirements of the Controlled Unclassified Information program (see 32 CFR part 2002); or

(4) Hardware, systems, devices, software, or services that include embedded or incidental information technology.

FASCSA order means any of the following orders issued under the Federal Acquisition Supply Chain Security Act (FASCSA) requiring the removal of covered articles from executive agency information systems or the exclusion of one or more named sources or named covered articles from executive agency procurement actions, as described in 41 CFR 201–1.303(d) and (e):

(1) The Secretary of Homeland Security may issue FASCSA orders applicable to civilian agencies, to the extent not covered by paragraph (2) or (3) of this definition. This type of FASCSA order may be referred to as a Department of Homeland Security (DHS) FASCSA order.

(2) The Secretary of Defense may issue FASCSA orders applicable to the Department of Defense (DoD) and national security systems other than sensitive compartmented information systems. This type of FASCSA order may be referred to as a DoD FASCSA order.

(3) The Director of National Intelligence (DNI) may issue FASCSA orders applicable to the intelligence community and sensitive compartmented information systems, to the extent not covered by paragraph (2) of this definition. This type of FASCSA order may be referred to as a DNI FASCSA order.

Intelligence community, as defined by 50 U.S.C. 3003(4), means the following—

(1) The Office of the Director of National Intelligence;

(2) The Central Intelligence Agency;

(3) The National Security Agency;

(4) The Defense Intelligence Agency;

(5) The National Geospatial-Intelligence Agency;

(6) The National Reconnaissance Office;

(7) Other offices within the Department of Defense for the collection of specialized national intelligence through reconnaissance programs;

(8) The intelligence elements of the Army, the Navy, the Air Force, the Marine Corps, the Coast Guard, the Federal Bureau of Investigation, the Drug Enforcement Administration, and the Department of Energy;

(9) The Bureau of Intelligence and Research of the Department of State;

(10) The Office of Intelligence and Analysis of the Department of the Treasury;

(11) The Office of Intelligence and Analysis of the Department of Homeland Security; or

(12) Such other elements of any department or agency as may be designated by the President, or designated jointly by the Director of National Intelligence and the head of the department or agency concerned, as an element of the intelligence community.

National security system, as defined in 44 U.S.C. 3552, means any information system (including any telecommunications system) used or operated by an agency or by a contractor of an agency, or other organization on behalf of an agency—

(1) The function, operation, or use of which involves intelligence activities; involves cryptologic activities related to national security; involves command and control of military forces; involves equipment that is an integral part of a weapon or weapons system; or is critical to the direct fulfillment of military or intelligence missions, but does not include a system that is to be used for routine administrative and business applications (including payroll, finance, logistics, and personnel management applications); or

(2) Is protected at all times by procedures established for information that have been specifically authorized under criteria established by an Executive order or an Act of Congress to be kept classified in the interest of national defense or foreign policy.

Reasonable inquiry means an inquiry designed to uncover any information in the entity's possession about the identity of any covered articles, or any products or services produced or provided by a source. This applies when the covered article or the source is subject to an applicable FASCSA order. A reasonable inquiry excludes the need to include an internal or third-party audit.

Sensitive compartmented information means classified information concerning or derived from intelligence sources, methods, or analytical processes, which is required to be handled within formal access control systems established by the Director of National Intelligence.

Sensitive compartmented information system means a national security system authorized to process or store sensitive compartmented information.

Source means a non-Federal supplier, or potential supplier, of products or services, at any tier.

(b) Prohibition.

(1) Unless an applicable waiver has been issued by the issuing official, Contractors shall not provide or use as part of the performance of the contract any covered article, or any products or services produced or provided by a source, if the covered article or the source is prohibited by an applicable FASCSA orders as follows:

(i) For solicitations and contracts awarded by a Department of Defense contracting office, DoD FASCSA orders apply.

(ii) For all other solicitations and contracts DHS FASCSA orders apply.

(2) The Contractor shall search for the phrase “FASCSA order” in the System for Award Management (SAM) at https://www.sam.gov to locate applicable FASCSA orders identified in paragraph (b)(1).

(3) The Government may identify in the solicitation additional FASCSA orders that are not in SAM, which are effective and apply to the solicitation and resultant contract.

(4) A FASCSA order issued after the date of solicitation applies to this contract only if added by an amendment to the solicitation or modification to the contract (see FAR 4.2304(c)).

However, see paragraph (c) of this clause.

(5)

(i) If the contractor wishes to ask for a waiver of the requirements of a new FASCSA order being applied through modification, then the Contractor shall disclose the following:

(A) Name of the product or service provided to the Government;

(B) Name of the covered article or source subject to a FASCSA order;

(C) If applicable, name of the vendor, including the Commercial and Government Entity code and unique entity identifier (if known), that supplied or supplies the covered article or the product or service to the Offeror;

(D) Brand;

(E) Model number (original equipment manufacturer number, manufacturer part number, or wholesaler number);

(F) Item description;

(G) Reason why the applicable covered article or the product or service is being provided or used;

(ii) Executive agency review of disclosures. The contracting officer will review disclosures provided in paragraph (b)(5)(i) to determine if any waiver is warranted.