Attachment 1 RFP 2043FY-26-R-00001 Paper Roll.pdf

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

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

1. REQUISITION NUMBER

5000220454

2. CONTRACT NO.

7. FOR SOLICITATION

INFORMATION CALL:

3. AWARD/EFFECTIVE 4. ORDER NUMBER

DATE

a. NAME

Tanya Burnett

5. SOLICITATION NUMBER

RFP# 2043FY-26-R-00001

b. TELEPHONE

NUMBER (No collect calls) 228-213-5045

6. SOLICITATION ISSUE

DATE

10/14/2025

8. OFFER DUE DATE/

LOCAL TIME

11/4/2025 at 12:00 PM EST

9. ISSUED BY CODE 2050

Office of Procurement Operations

10. THIS ACQUISITION IS UNRESTRICTED OR X SET ASIDE: 100% % FOR:

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

Taxpayers Services and Return Preparer Branch 701 North Main Street, Hattiesburg, MS 39401 Attn: Tanya Burnett Email: tanya.r.burnett@irs.gov Tel: + 1 228-213-5045

HUBZONE SMALL

BUSINESS

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

SMALL BUSINESS PROGRAM

EDWOSB

X 8 (A)

NAICS:

322230

SIZE STANDARD

750 EM

11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

12. DISCOUNT TERMS

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13b. RATING

14. METHOD OF SOLICITATION

RFQ IFB X RFP

15. DELIVER TO

See Attached Delivery Schedule

CODE 16. ADMINISTERED BY CODE

Office of Procurement Operations Taxpayers Services and Return Preparer Branch 701 North Main Street, Hattiesburg, MS 39401 Attn: Tanya Burnett Email: tanya.r.burnett@irs.gov Tel: + 1 228-213-5045

17a. CONTRACTOR/

OFFEROR

CODE FACILITY

CODE

18a. PAYMENT WILL BE MADE BY CODE

Invoices must be submitted via the Invoice Processing Platform at www.ipp.gov

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN 18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK

OFFER BELOW IS CHECKED

SEE ADDENDUM

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

Title: Roll Paper

See Attached Schedule(s): Proposal responses shall be submitted via email before the RFP closing date, Tuesday November 4 2025 at 12:00 pm (EST).

Refer to SECTION V for "Solicitation Instructions To Offerors". Questions must be submitted through email by Thursday October 23, 2025 before 12:00 pm (EST).

Failure to furnish the required information and representations, or those who reject the terms and conditions may be excluded from consideration.

QUESTIONS OR INQUIRIES BY TELEPHONE WILL NOT BE ACCEPTED.

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

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

27a. SOLICITATION INCORPORATES BY REFERENCE 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

ARE ARE NOT ATTACHED

ARE ARE NOT ATTACHED

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN 1

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

29. AWARD OF CONTRACT: REF. OFFER

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

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED

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

30b. NAME AND TITLE OF SIGNER (Type or print) 31c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (Type or print) 30c. DATE SIGNED

X X

SMALL BUSINESS

mailto:tanya.r.burnett@irs.gov mailto:tanya.r.burnett@irs.gov http://www.ipp.gov/

DEPARTMENT OF THE TREASURY

INTERNAL REVENUE SERVICE

ROLL PAPER

PROPOSAL DUE DATE: November 4, 2025 12:00

PM (Eastern) NOTICES:

1. THIS IS A 8(a) SMALL BUSINESS SET-ASIDE. OFFERS FROM OTHER

THAN SMALL BUSINESSES WILL NOT BE CONSIDERED.

2. OFFERS ARE NOT SOLICITED FROM FIRMS DEBARRED, SUSPENDED

OR PROPOSED FOR DEBARMENT. FIRMS WHICH ARE CLASSIFIED

AS SUCH WILL CONSIDER THIS FOR INFORMATION ONLY.

3. OFFERORS ARE RESPONSIBLE FOR MONITORING THE IRS WEBSITE

FOR SOLICITATION AMENDMENTS THROUGHOUT THE

SOLICITATION PROCESS.

SOLICITATION NO. 2043FY-26-R-00001

RFP 2043FY-26-R-00001

Office of the Chief Procurement Officer (OCPO)

Table of Contents

Section B. SERVICES & PRICE/COSTS

Section C. DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK (SOW)

Section D. PACKAGING AND MARKING Section E. INSPECTION AND ACCEPTANCE Section F. DELIVERIES OR PERFORMANCE

Section G. CONTRACT ADMINISTRATION DATA

Section H. SPECIAL CONTRACT REQUIREMENTS

Section I. CONTRACT CLAUSES/PROVISIONS

Section J. ATTACHMENTS

Section K. REPRESENTATIONS AND CERTIFICATIONS

Section L. INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS OR RESPONDENTS

Section M. EVALUATION FACTORS FOR AWARD

Single-Award Indefinite Delivery Indefinite Quantity Request for Proposal (RFP)

Part I

SECTION B. Services & Price/Costs

B.1 Introduction The Internal Revenue Service (IRS) intends to award a Single Award Indefinite Delivery Indefinite Quantity (IDIQ) for Roll Paper with a One 12-month Base Period with Four 12-month Option Periods.

The Contractor shall provide all services as described in the Statement of Work (SOW) and shall be subject to the terms and conditions. This procurement is a competitive 8(a) small business set-aside. The solicitation will be solicited through FAR Part 12 –Acquisition of Commercial Products and Commercial Services and FAR Part 15 –basic ordering guidelines.

The North American Industrial Classification System Code (NAICS) Code is 322230, Stationary Product Manufacturing. The small business size standard is 750 Employees. The Produce Service Code is 9310 Paper and Paperboard.

Delivery: Deliveries shall be made per individual delivery orders (DO) issued under the IDIQ contract.

Each order will specify:

-Quantity -Destination -Required delivery date -Point of contact for coordination

Point of Contact (POC):

Contracting Officer:

The Awarding CO is Tanya R. Burnett Email: Tanya.R.burnett@irs.gov

Contract Specialist:

The Administrative CS is Joyce D. Derry Email: Joyce.D.Derry@irs.gov

Contracting Officer Representative (COR): TBD mailto:tanya.r.burnett@irs.gov mailto:Tanya.R.burnett@irs.gov mailto:Joyce.D.Derry@irs.gov

1. Line Item Table

Base Year Item No.

FSC Schedule of Supplies/Services QTY Unit Unit Price

Total Value

0001 9310

17” wide and 50" Diameter Roll Paper for the Internal Revenue Service (IRS), Correspondence Production Services (CPS). This paper will be used to print and mail correspondence from three

(3) IRS CPS facilities in Detroit, MI; Ogden, UT;

and details.

Firm Fixed Price (FFP)

Quantity Not to Exceed: 6800

Base Period (12 months) Period of Performance:

28 November 2025 – 27 November 2026

6800 RL

Option Year One (1) Item No.

FSC Schedule of Supplies/Services QTY Unit Unit Price

Total Value

1001 9310

17” wide and 50" Diameter Roll Paper for the IRS, CPS. This paper will be used to print and mail correspondence from three

(3) IRS CPS facilities in Detroit, MI; Ogden, UT;

and details.

Firm Fixed Price (FFP)

Quantity Not to Exceed: 6800

Option Year One (1) (12 months) Period of Performance:

28 November 2026 – 27 November 2027

6800 RL

Option Year Two (2) Item No.

FSC Schedule of Supplies/Services QTY Unit Unit Price

Total Value

2001 9310

17” wide and 50" Diameter Roll Paper for the IRS, CPS. This paper will be used to print and mail correspondence from three

(3) IRS CPS facilities in Detroit, MI; Ogden, UT;

and details.

Firm Fixed Price (FFP)

Quantity Not to Exceed: 6800

Option Year Two (2) (12 months) Period of Performance:

28 November 2027 – 27 November 2028

6800 RL

Option Year Three (3) Item No.

FSC Schedule of Supplies/Services QTY Unit Unit Price

Total Value

3001 9310

17” wide and 50" Diameter Roll Paper for the IRS, CPS. This paper will be used to print and mail correspondence from three

(3) IRS CPS facilities in Detroit, MI; Ogden, UT;

and details.

Firm Fixed Price (FFP)

Quantity Not to Exceed: 6800

Option Year Three (3) (12 months) Period of Performance:

28 November 2028 – 27 November 2029

6800 RL

Option Year Four (4)

4001 9310

17” wide and 50" Diameter Roll Paper for the IRS, CPS. This paper will be used to print and mail correspondence from three (3) IRS CPS facilities in Detroit, MI; Ogden, UT; and

6800 RL

Bloomington, IL. See Statement of Work for details.

Firm Fixed Price (FFP)

Quantity Not to Exceed: 6800

Option Year Four (4) (12 months) Period of Performance:

28 November 2029 – 27 November 2030

SECTION C

DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK (SOW)

INTERNAL REVENUE SERVICE (IRS)

IRS CORRESPONDENCE PRODUCTION SERVICES (CPS)

ROLL PAPER (IRS-ROLL PAPER)

1.0 INTRODUCTION:

The Internal Revenue Service (IRS), Correspondence Production Services (CPS), requires the manufacturing and delivery of unprocessed roll paper stock compatible with Ricoh InfoPrint 5000 and Ricoh VC40000 inkjet printers. This paper will be used to print and mail correspondence from IRS CPS facilities in Detroit, MI; Ogden, UT; and Bloomington, IL

2.0 BACKGROUND:

IRS CPS supports high-volume tax correspondence operations. This SOW supports a recurring need for high-quality roll paper delivered on a just-in-time basis to ensure uninterrupted print production across all three (3) CPS sites.

3.0 SCOPE:

The contractor shall manufacture, package, palletize, and deliver 17-inch wide, 50-inch diameter rolls of 20

lb. bond paper, with 30% post-consumer waste, as described in the technical specifications (Section 4.0).

Deliveries shall be made via individual delivery orders placed under this IDIQ contract.

The contract includes a one-year base year and four (4) one-year option periods.

4.0 TECHNICAL REQUIREMENTS:

4.1 Paper Specifications

- Size: 17" width × 50" diameter ±1/32"

- Weight: 20 lb. bond

- Recycled Content: Minimum 30% post-consumer waste

- Core: 6" internal diameter core, constructed to prevent crushing

- Printer Compatibility: Ricoh InfoPrint 5000 and Ricoh VC40000 inkjet printers

4.2 Construction and Testing

- Pre-award sample (if required by the CO): Two (2) construction samples, labeled “PREAWARD TEST SAMPLES” with contract number

- Rolls must:

• Be of uniform construction throughout the contract term

• Include a start-good mark

• Limit splices to one (1) per roll, clearly marked

• Limit splices to one (1) per roll, clearly marked.

• No single shipment shall have more than 10% of the rolls with splices.

• Use IRS-approved splicing tape (e.g., 3M YR-914 or equivalent).

4.3 Packaging & Palletization

- Pallet Type: Type III, Group 2 or 3, 51" (L) × 40" (W) flush two-way entry pallet

- Rolls per pallet: Two (2)

- Pallet build: Double support joists (1½" × 4") on 51" side

- Securing: Rolls chocked, wrapped in moisture-proof material, banded through the core and over the top

- Corner Protection: Required between bands and rolls

- Stacking: Not permitted – pallets must not be double-stacked during shipping

4.4 Pallet Labeling

- Each roll shall have a unique identifier label

- Labeling must follow IRS pallet and label specification diagrams (See IRS Laser Roll Pallet Spec, Doc.

12321-LR Rev. 06-2011)

5.0 DELIVERY:

Deliveries shall be made per individual delivery orders issued under the IDIQ contract. Each order will specify:

- Quantity

- Destination

- Required delivery date

- Point of contact for coordination

Delivery locations include:

IRS CPS West Business Depot Ogden 112 North 700 West Bldg 4B Ogden, UT

IRS CPS Central 2525 Revenue Drive Bloomington, IL 61705-2500

IRS CPS East Rosa Parks Federal Building 985 Michigan Ave Detroit, MI 48226

Advance notification (48 hours) is required for all deliveries. Include:

- Trucking company and driver contact

- Description of the vehicle

- PLEASE CONTACT POC TWO (2) DAYS PRIOR TO DELIVERY

6.0 PLACE OF PERFORMANCE:

All paper manufacturing and preparation shall be conducted at the contractor’s facility. All required pre-award samples and quality inspections (if applicable) shall take place at the specified IRS CPS locations.

7.0 GOVERNMENT FURNISHED PROPERTY:

No Government-Furnished Property (GFP) will be provided

8.0 SECURITY REQUIREMENTS:

There are no unique security or clearance requirements for this supply contract.

9.0 CONTRACT ADMINISTRATION:

The Government will identify the following key individuals at award:

- Contracting Officer (CO): Tanya Burnett, Tanya.R.Burnett@irs.gov

- Contract Specialist (CS): Joyce Derry, Joyce.D.Derry@irs.gov

- Technical Points of Contact (TPOCs) for each site: TBD

10.0 TRAVEL

No travel

11.0 SECTION 508 COMPLIANCE:

Not applicable to this supply contract.

12.0 ADDITIONAL MEETINGS

The Contractor may be asked to attend or conduct meetings, provide meeting minutes, prepare agendas, and participate in ad hoc communications. The meeting requirements will be identified at the order level.

13. 0 MINIMUM & MAXIMUM QUANTITIES:

The total orders combined throughout the contract will range between 100 minimum – 6800 maximum in quantity but will be consistent with past ordering patterns noted in prior contracts. Quantity will not exceed 6800 per order.

(End of SOW)

Section D. Packaging and Marking

Pallet Type: Type III, Group 2 or 3, 51" (L) × 40" (W) flush two-way entry pallet Rolls per pallet: Two (2) Pallet build: Double support joists (1½" × 4") on 51" side Securing: Rolls chocked, wrapped in moisture-proof material, banded through the core and over the top Corner Protection: Required between bands and rolls Stacking: Not permitted – pallets must not be double-stacked during shipping

• Pallet Labeling o Each roll shall have a unique identifier label o Labeling must follow IRS pallet and label specification diagrams (See IRS Laser Roll Pallet Spec, Doc. 12321-LR Rev. 06-2011)

Packaging and marking required under this IDIQ contract will be specified at the individual order level.

Section E. Inspection and Acceptance

The Government will perform an initial review of deliverables, and if problems are encountered during the review, the Contractor must correct them. If necessary, a meeting may be convened to resolve any differences. The Contractor shall make all required changes to achieve an acceptable deliverable. The Government will perform its review within approximately fifteen (15) calendar days from receipt of the deliverable or as otherwise specified in the Purchase order.

When the review of a deliverable results in necessary modifications, the Government mailto:Tanya.R.Burnett@irs.gov will, in accordance with the approved Purchase order schedule, provide the necessary documentation to correct the deliverable. It will then be the responsibility of the Contractor to incorporate the comments properly and consistently in the final product.

These procedures shall not be construed to constitute a waiver on the part of the Government of its rights under FAR Subpart 49.4 entitled “Termination for Default”, nor of any other rights or remedies provided by law or under this contract.

The Contractor shall ensure that all deliverables are clearly marked with the Contract number and visible on all shipping/service documents, containers, and invoices.

Inspection and inspection of service required under this IDIQ contract will be specified at the individual order level.

Section F. Deliveries or Performance

F.1 Period of Performance/ Ordering Period The period of performance for the IDIQ will include a 12-month base Period and four (4) 12-month option periods:

Base Period 11/28/2025 - 11/27/2026 Option Period 1 11/28/2026 - 11/27/2027 Option Period 2 11/28/2027 - 11/27/2028 Option Period 3 11/28/2028 - 11/27/2029 Option Period 4 11/28/2029 - 11/27/2030

Deliveries shall be made per individual delivery orders issued under the IDIQ contract. Each order will specify:

• Quantity

• Destination

• Required delivery date

• Point of contact for coordination

Delivery locations include:

IRS CPS West Business Depot Ogden 112 North 700 West Bldg 4B Ogden, UT

IRS CPS Central 2525 Revenue Drive Bloomington, IL 61705-2500

IRS CPS East Rosa Parks Federal Building 985 Michigan Ave Detroit, MI 48226

Advance notification (48 hours) is required for all deliveries. Include:

• Trucking company and driver contact

• Description of the vehicle

The period of performance of each order will be specified at the individual order level.

F.2 IDIQ Maximum and Minimum Amounts

The maximum value (total of the base and all option periods) of each contract awarded because of this solicitation is:

This type of contract requires the Government to order and the Contractor to furnish at least a stated minimum quantity of supplies or services.

The total orders combined throughout the contract will range between 100 (minimum) – 6800 (maximum) in quantity but will be consistent with past ordering patterns noted in prior contracts.

Quantity will not exceed 6800.

Option Periods: Exercised at the Government’s discretion.

Section G. Contract Administration Data

G.1 Period of Performance:

Base Year: 11/28/2025 - 11/27/2026 Option Year 1: 11/28/2026 - 11/27/2027 Option Year 2: 11/28/2027 - 11/27/2028 Option Year 3: 11/28/2028 - 11/27/2029 Option Year 4: 11/28/2029 - 11/27/2030

G.2 Accounting and Appropriation Data

CLIN/SLIN/SC Accounting Code Obligation Amt Period of Performance

G.3 Identification of Government Personnel

The Government reserves the right to administratively substitute any of the points of contact listed below at any time. The CO is the only person authorized to change this contract or orders issued. Thereunder, the Contractor shall not comply with any order, direction, or request of Government personnel- that would constitute a change - unless it is issued in writing and signed by the CO or is pursuant to specific authority otherwise included as part of this contract. If, in the opinion of the contractor an effort outside the existing scope of this contract is requested, the contractor shall promptly comply with the Notification of Changes clause of this contract.

Contracting Officer (CO):

Name: Tanya R. Burnett Email: tanya.r.burnett@irs.gov

Contract Specialist (CS):

Name: Joyce D. Derry Email: Joyce.D.Derry@irs.gov

Section H. Special Contract Requirements

H.1 Ordering Procedures

MINIMUM & MAXIMUM QUANTITIES:

This type of contract requires the Government to order and the Contractor to furnish at least a stated minimum quantity of supplies or services.

Orders may range between 100 (minimum) - 6800 (maximum) in quantity but will be consistent with past ordering patterns noted in prior contracts. Quantity will not exceed 6800.

Part II

SECTION I. Contract Clauses/Provisions

Section I Contract Clauses

IR1052.201-70 Contracting Officer's Representative (COR) appointment and authority (APR 2015)

(a) The COR is TBD.

(b) Statement of Work (SOW) under this contract is subject to the technical direction of the COR identified above, or a representative designated in writing. The term “technical direction” includes, without limitation, direction to the contractor that directs or redirects the labor effort, shifts the work between work areas or locations, and/or fills in details and otherwise serves to ensure that tasks outlined in the work statement are accomplished satisfactorily.

(c) Technical direction must be within the scope of the contract specification(s)/work statement. The COR does not have authority to issue technical direction that:

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

(2) Constitutes a change as defined in the clause entitled “Changes”;

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

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

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

(6) Directs, supervises or otherwise controls the actions of the Contractor's employees.

(d) Technical direction may be oral or in writing. The COR must confirm oral direction in writing within five workdays, with a copy to the Contracting Officer.

(e) The Contractor shall proceed promptly with performance resulting from the technical direction issued by the COR. If, in the opinion of the Contractor, any direction of the COR or the designated representative falls within the limitations of (c) above, the Contractor shall immediately notify the Contracting Officer no later than the beginning of the next Government workday.

(f) Failure of the Contractor and the Contracting Officer to agree that technical direction is within the scope of the contract shall be subject to the terms of the clause entitled “Disputes.”

(g) mailto:tanya.r.burnett@irs.gov

Contractor Name:

Contractor IPP POC Name:

(End of clause)

IR1052.232-9001 Electronic Invoicing and Payment Requirements for the Invoice Processing Platform

(IPP) (JUL 2019)

(a) Definitions:

"Short payment" as used in this clause means the partial payment of an invoice for goods/services actually rendered at the time of payment when the invoice includes additional goods/services that have not yet been provided/rendered.

“Short payment” example: The contract requires the delivery of a set number of items, with the price, delivery location, and delivery due date also specified. The vendor delivers 50% of the items as specified but invoices for 100% of the items. Before implementation of the IPP, the IRS would have paid the vendor for the items delivered and instructed the vendor to re-invoice the IRS when the balances of the items were delivered. In other words, the IRS would "short pay" the invoice since the IRS did not remit payment for the full invoice amount. With implementation of the IPP, the IRS can no longer do this because the IRS cannot accept an electronic invoice that includes items not yet received. The IRS will reject the invoice. The vendor needs to submit an invoice for only the items received by the IRS (in this case, 50%), and, if these items meet all other contract terms and conditions, the IRS will pay the invoiced amount. The vendor submits subsequent invoice(s) for items as they are delivered and accepted.

(b) The Invoice Processing Platform (IPP) is a secure Web-based electronic invoicing and payment information service available to all Federal agencies and their suppliers. Effective October1, 2012, invoicing for payment through the IPP will be mandatory for all new contract awards. Additional information regarding the IPP may be found at the IPP website address https://www.ipp.gov. Contractors must complete the contractor POC information below and submit it with their proposal submissions. Contractors may contact the IPP Helpdesk for assistance via e-mail at ippgroup@stls.frb.org or via phone at (866) 973-3131. Once a contract award has been made, the contractor will be contacted by the IPP via e-mail to set-up an account. It will be necessary for contractors to login to their IPP accounts every 90 days to keep their IPP accounts active.

(c) Contractor POC Information

Contractor Phone Number:

Contractor E-mail Address:

(d) Electronic Invoicing and Payment Requirements

Vendor invoices submitted electronically through the IPP should be in the proper format and contain the information required for payment processing. To be approved for payment, a “proper invoice” must list the items specified in FAR 52.232-25 (a)(3)(i) through (a)(3)(x), or in the case of a Commercial Item Contract, the items included in 52.212-4(g)(1)(i) through (g)(1)(x).

If the vendor is offering a discount via the IPP, the discount must be reflected on the invoice. The vendor will select 'Create Invoice'. The IPP system will default to ‘Net 30 Prompt Pay’ under the Payment Terms dropdown box. The vendor will select from 54 different discount options for the invoice that is being created. If the vendor chooses to offer a discount on the invoice screen, the information will interface to the payment system for processing. Discounts that are offered on attachments rather than the invoice itself cannot be accepted.

Under this contract, the following documents are required, at a minimum, to be submitted as an attachment to the http://www.ipp.gov/ mailto:ippgroup@stls.frb.org invoice:

Contractor shall submit one (1) invoice per month to include all costs for both the Prime and any Subcontractors. The Contractor shall invoice for CAF funding per monthly invoice.

Please do not submit into IPP any documentation/attachments that conflict with what is stated on the invoice.

Payment and Invoice Questions:

For payment and invoice questions, contact the Ancillary Systems at (304) 254-3372 or via e- mail at cfo.fm.ipp.customer.support@irs.gov.

(e) Waiver If the Contractor is unable to use the IPP for submitting payment requests starting on October 1, 2012, then a waiver form must be completed and submitted with the contractor’s proposal submission for review and approval by the CO based on one of the conditions listed in the waiver. The vendor will be notified prior to award as to whether their request for waiver has been approved or denied. If the waiver is granted, then a copy of the waiver must be submitted with each paper invoice that the vendor submits to the payment office, or the invoice will be returned.

(f) Short Payment Short payment on vendor submitted invoices will no longer be processed or paid. If any portion of the invoice does not meet the requirements for a proper invoice, the entire invoice shall be rejected and returned to the vendor unpaid.

IRS Invoice Processing Platform(IPP) Waiver Form The IRS invoicing and payment requirements clause (IR 1052.232-9000) requires that all invoices underawards made (or effective) on or after October 1, 2012, be submitted electronically via the IPP unless a waiver is requested and granted. If the Contractor is unable to submit its invoice through the IPP, the Contractor shall complete this waiver form indicating the reason for the waiver request by selecting the appropriate box below and providing a narrative summarizing in detail the circumstances requiring a waiver. For a solicitation, submit the waiver form with the proposal submission. For a modification that incorporates the IPP clause into an existing contract, submit the waiver form with the modification. The CO will notify the vendor via e-mail or another appropriate means of communication prior to award as to whether their waiver has been approved or denied. If the waiver is granted, then a copy of the approved waiver must be submitted with each invoice that the vendor submits to the payment office, or the invoice will be returned. Reason for requesting a waiver of the requirement to submit an electronic invoice via the IPP:

1. Submission of invoices through IPP would impose a hardship on an individual (includes employees and sole proprietors) due to either a physical or mental disability; a geographic, language, or literacy barrier; or an undue financial burden. The requirement to submit invoices through the IPP is automatically waived for all individuals who do not have payment capability using ACH with a U.S.

financial institution.

2. The political, financial or communications infrastructure where the place of business is located does not support access to the IPP for submitting invoices electronically.

3. The contractor is located within an area designated by the President of the United States or an authorized agency administration as a disaster area. (Please identify area/location.)

4. The submission of invoices electronically may pose a threat to national security, the life or physical safety of an individual may be endangered, or a law enforcement action may be compromised.

5. The agency does not expect to receive more than one invoice from the same contractor within a one-year period. i.e., the invoice submission is non-recurring.

6. The contractor customarily submits a high volume of invoices on a regular basis via file format, not currently supported by the IPP (i.e., uses a file format other than XML or CSV) and the high volume of mailto:cfo.fm.ipp.customer.support@irs.gov invoices would cause a significant burden to the contractor if submitted through the IPP individually.

If utilizing this exception, please identify the file formats supported by your invoicing system so that the IPP may consider implementing the requested file format at a later date. File format(s) used:

7. Other - Please explain:

Attach a separate sheet of paper with a summary narrative substantiating the circumstances for the waiver exception selected from above (1 through 7).

Waiver Submitted By:

Contractor Name

Name of Person Submitting Request for Waiver Title

Signature of Person Submitting Request for Waiver

E-mail Address Phone No.

Contract/Order No. Date Submitted

Waiver Approved By:

CO's Name Printed

CO's Signature Date

(End of clause)

IR1052.242-9000 Post Award Evaluation of Contractor Performance (Jun 2020) Interim and final evaluations of contractor performance will be prepared on this contract in accordance with FAR 42.15. The Assessing Official (e.g., Contracting Officer) will prepare a final performance evaluation at the time the work on the contract is completed. In addition to the final evaluation, interim evaluations will be prepared annually to coincide with the anniversary date of the contract. (**If evaluations are conducted annually, modify the above sentence appropriately.)

The past performance evaluation process is a paperless process using the Contractor Performance Assessment Reporting System (CPARS). CPARS is a web-based system that allows for electronic processing of the performance evaluation report. The completed evaluation was previously available in the Past Performance Information Retrieval System (PPIRS), but since the General Services Administration officially retired PPIRS and merged it with CPARS, it created “a single system” that “provides one location and one account to perform functions such as creating and editing performance and integrity records, changes to administering users, running reports, generating performance records, and viewing/managing performance records.

Once the Contractor is registered in CPARS, they will receive an automatically- generated email with detailed login instructions. Further details, systems requirements, and training information for CPARS is available at https://www.cpars.gov/ The CPARS User Manual, registration for Online Training for Contractors, and a practice application may be found at this site as well.

Interim and final evaluations will be provided to the Contractor for their review and comment as soon as http://www.cpars.gov/ practicable after completion of the evaluation. Evaluations of contractor past performance will be posted to the relevant past performance database no more than 14 days after the information is provided to the contractor. On day 15, whether the contractor has responded or not, the evaluation automatically posts to PPIRS. If the Contractor elects not to provide comments, they should acknowledge receipt of the evaluation by indicating "No comment" and then sign and date the form. If the Contractor does not sign and submit the form within 14 days, it will automatically be returned to the Government.

Contractors who disagree with a government evaluation can request to meet with the Contracting Officer to discuss their scores and provide feedback or justification for their performance. No requirement exists for the government to meet with the contractor; however, if a contractor requests a meeting, the government may accept the request.

Any such meeting does not alter the requirement that an evaluation be posted to PPIRS within 14 days.

Several avenues still exist for the contractor to influence the review. First, the contractor may submit a comment after the 14-day period expires and the review has been posted to PPIRS. The contractor’s late comments must be posted to PPIRS; however, the government’s original report will still be available to all source selection officials.

Although authorized, an agency is not required to modify its evaluation based upon a contractor’s comments. Second, the contractor may appeal its review one level above the Contracting Officer to the Reviewing Official. Again, the appeal does not stop the 14- day reporting period and the original evaluation will be posted on PPIRS.

The following guidelines apply concerning the Contractor's use of the past performance evaluation:

• Protect the evaluation as "source selection information." After review, transmit the evaluation by completing and submitting the form through CPARS. If for some reason the Contractor is unable to view and/or submit the form through CPARS, contact the Contracting Officer for further instructions.

• Strictly control access to the evaluation within the Contractor's organization. Ensure the evaluation is never released to persons or entities outside of the Contractor's control.

• Prohibit the use of or reference to evaluation data for advertising, promotional material, pre- award surveys, responsibility determinations, production readiness reviews, or other similar purposes.

• A copy of the completed past performance evaluation will be available in CPARS for the Contractor's review and for Government use supporting source selection actions after it has been finalized.

(End of Clause)

FAR 52.252-2 Clauses Incorporated by Reference (FEB 1998) The following contract clauses pertinent to this section are hereby incorporated by reference (by Citation Number, Title, and Date) in accordance with the clause at FAR 52.252-2 CLAUSES "INCORPORATED BY REFERENCE" in Section I of this contract. See FAR 52.252-2 for an https://www.acquisition.gov/far for electronic access to the full text of a clause.

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the CO will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address(es): https://www.acquisition.gov

CLAUSE NO. TITLE DATE

52.202-1 Definitions JUN 2020 52.203-3 Gratuities APR 1984 52.203-11 Certification and Disclosure Regarding Payments to Influence Certain

Federal Transactions

SEPT 2007

http://www.acquisition.gov/far https://www.acquisition.gov/

52.203-16 Preventing Personal Conflicts of Interest JUN 2020 52.203-18 Prohibition on Contracting with Entities That Require Certain Internal

Confidentiality Agreements or Statements - Representation

JAN 2017

52.204-2 Security Requirements MAR 2021

52.204-4 Printed or Copied Double-Sided on Postconsumer Fiber Content Paper MAY 2011 52.204-7 System for Award Management OCT 2018 52.204-9 Personal Identity Verification of Contractor Personnel JAN 2011 52.204-13 System for Award Management Maintenance OCT 2018 52.204-16 Commercial and Government Entity Code Reporting AUG 2020 52.204-18 Commercial and Government Entity Code Maintenance AUG 2020

52.204-24 Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment

NOV 2021

52.212-1 Instructions to Offerors-Commercial Products and Commercial Services SEP 2023 52.212-4 Contract Terms and Conditions –Commercial Items NOV 2023 52.215-1 Instructions to Offerors-Competitive Acquisition NOV 2021

52.215-8 Order of Precedence-Uniform Contract Format OCT 1997

52.216-1 Type of Contract APR 1984 52.222-2 Payment for Overtime Premiums JUL 1990 52.223-10 Waste Reduction Program MAY 2011

52.227-1 Authorization and Consent JUN 2020 52.227-2 Notice and Assistance Regarding Patent and Copyright JUN 2020 52.228-5 Insurance - Work on a Government Installation JAN 1997 52.228-7 Insurance - Liability to Third Persons MAR 1996 52.229-3 Federal, State, and Local Taxes FEB 2013 52.230-2 Disclosure And Consistency of Cost Accounting Practices JUN 2020 52.232-7 Payments under Time-and-Materials and Labor-Hour Contracts NOV 2021 52.232-22 Limitation of Funds APR 1984 52.232-39 Unenforceability of Unauthorized Obligations JUN 2013 52.233-1 Disputes MAY 2014

52.237-2 Protection of Government Buildings, Equipment, and Vegetation APR 1984

52.239-1 Privacy or Security Safeguards AUG 1996

52.242-1 Notice of Intent to Disallow Costs APR 1984 52.242-3 Penalties for Unallowable Costs DEC 2022 52.243-1 Changes-Fixed Price AUG1987

52.244-2 Subcontracts JUN 2020

52.245-1 Government Property SEP 2021 52.249-8 Default (Fixed-Price Supply and Service) APR 1984

IR1052.210-70 Contractor Publicity APR 2015 IR1052.219-75 Mentor Requirements and Evaluation AUG 2011 IR1052.228-70 Insurance APR 2015

FAR 52.209-2 Prohibition on Contracting with Inverted Domestic Corporations - Representation (Nov 2015)

(a) Definitions. Inverted domestic corporation and subsidiary have the meaning given in the clause of this contract entitled Prohibition on Contracting with Inverted Domestic Corporations (52.209-10).

(b) Government agencies are not permitted to use appropriated (or otherwise made available) funds for contracts with either an inverted domestic corporation, or a subsidiary of an inverted domestic corporation, unless the exception at 9.108-2(b) applies or the requirement is waived in accordance with the procedures at 9.108-4.

(c) Representation. The Offeror represents that -

(1) It □ is, □ is not an inverted domestic corporation; and

(2) It □ is, □ is not a subsidiary of an inverted domestic corporation.

(End of Provision)

FAR 52.209-5 Certification Regarding Responsibility Matters (Aug 2020) (a)(1) The Offeror certifies, to the best of its knowledge and belief, that -

(i) The Offeror and/or any of its Principals -

(A) Are ( ) are not ( ) presently debarred, suspended, proposed for debarment, or declared ineligible for the award of contracts by any Federal agency;

(B) Have ( ) have not ( ), within a three-year period preceding this offer, been convicted of or had a civil judgment rendered against them for: commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State, or local) contract or subcontract;

violation of Federal or State antitrust statutes relating to the submission of offers; or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, tax evasion, violating Federal criminal tax laws, or receiving stolen property (if offeror checks “have”, the offeror shall also see 52.209-7, if included in this solicitation);

(C) Are ( ) are not ( ) presently indicted for, or otherwise criminally or civilly charged by a governmental entity with, commission of any of the offenses enumerated in subdivision (a)(1)(i)(B) of this provision; and

(D) Have □ , have not □ ,within a three-year period preceding this offer, been notified of any delinquent Federal taxes in an amount that exceeds the threshold at 9.104-5(a)(2) for which the liability remains unsatisfied.

(1) Federal taxes are considered delinquent if both of the following criteria apply:

(i) The tax liability is finally determined. The liability is finally determined if it has been assessed. A liability is not finally determined if there is a pending administrative or judicial challenge. In the case of a judicial challenge to the liability, the liability is not finally determined until all judicial appeal rights have been exhausted.

(ii) The taxpayer is delinquent in making payment. A taxpayer is delinquent if the taxpayer has failed to pay the tax liability when full payment was due and required. A taxpayer is not delinquent in cases where enforced collection action is precluded.

(2) Examples. (i) The taxpayer has received a statutory notice of deficiency, under I.R.C. § 6212, which entitles the taxpayer to seek Tax Court review of a proposed tax deficiency. This is not a delinquent tax because it is not a final tax liability. Should the taxpayer seek Tax Court review, this will not be a final tax liability until the taxpayer has exercised all judicial appeal rights.

(ii) The IRS has filed a notice of Federal tax lien with respect to an assessed tax liability, and the taxpayer has been issued a notice under I.R.C. § 6320 entitling the taxpayer to request a hearing with the IRS Office of Appeals contesting the lien filing, and to further appeal to the Tax Court if the IRS determines to sustain the lien filing. In the course of the hearing, the taxpayer is entitled to contest the underlying tax liability because the taxpayer has had no prior opportunity to contest the liability. This is not a delinquent tax because it is not a final tax liability. Should the taxpayer seek tax court review, this will not be a final tax liability until the taxpayer has exercised all judicial appeal rights.

(iii) The taxpayer has entered into an installment agreement pursuant to I.R.C. § 6159. The taxpayer is making timely payments and is in full compliance with the agreement terms. The taxpayer is not delinquent because the taxpayer is not currently required to make full payment.

(iv) The taxpayer has filed for bankruptcy protection. The taxpayer is not delinquent because enforced collection action is stayed under 11 U.S.C. 362 (the Bankruptcy Code).

(ii) The Offeror has ( ) has not ( ), within a 3-year period preceding this offer, had one or more contracts terminated for default by any Federal agency.

(2) Principal, for the purposes of this certification, means an officer, director, owner, partner, or a person having primary management or supervisory responsibilities within a business entity (e.g., general manager;

plant manager; head of a division or business segment; and similar positions).

(a) The Offeror shall provide immediate written notice to the Contracting Officer if, at any time prior to contract award, the Offeror learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances.

(b) A certification that any of the items in paragraph (a) of this provision exists will not necessarily result in withholding of an award under this solicitation. However, the certification will be considered in connection with a determination of the Offeror's responsibility. Failure of the Offeror to furnish a certification or provide such additional information as requested by the Contracting Officer may render the Offeror non-responsible.

(c) Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render, in good faith, the certification required by paragraph (a) of this provision. The knowledge and information of an Offeror is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings.

(d) The certification in paragraph (a) of this provision is a material representation of fact upon which reliance was placed when making award. If it is later determined that the Offeror knowingly rendered an erroneous certification, in addition to other remedies available to the Government, the Contracting Officer may terminate the contract resulting from this solicitation for default.

(End of Provision)

FAR 52.209-11 Representation by Corporations Regarding Delinquent Tax Liability or a Felony Conviction under any Federal Law (Feb 2016)

(a) As required by sections 744 and 745 of Division E of the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. L. 113-235), and similar provisions, if contained in subsequent appropriations acts, the Government will not enter into a contract with any corporation that -

(1) Has any unpaid Federal tax liability that has been assessed, for which all judicial and administrative remedies have been exhausted or have lapsed, and that is not being paid in a timely manner pursuant to an agreement with the authority responsible for collecting the tax liability, where the awarding agency is aware of the unpaid tax liability, unless an agency has considered suspension or debarment of the corporation and made a determination that suspension or debarment is not necessary to protect the interests of the Government; or

(2) Was convicted of a felony criminal violation under any Federal law within the preceding 24 months, where the awarding agency is aware of the conviction, unless an agency has considered suspension or debarment of the corporation and made a determination that this action is not necessary to protect the interests of the Government.

(b) The Offeror represents that -

(1) It is [ ] is not [ ] a corporation that has any unpaid Federal tax liability that has been assessed, for which all judicial and administrative remedies have been exhausted or have lapsed, and that is not being paid in a timely manner pursuant to an agreement with the authority responsible for collecting the tax liability; and

(2) It is [ ] is not [ ] a corporation that was convicted of a felony criminal violation under a Federal law within the preceding 24 months.

52.212-3 Offeror Representations and Certifications—Commercial Products and Commercial Services (DEVIATION 2025-00002) (Feb 2025) The Offeror shall complete only paragraph (b) of this provision if the Offeror has completed the annual representations and certification electronically in the System for Award Management (SAM) accessed through https://www.sam.gov. If the Offeror has not completed the annual representations and certifications electronically, the Offeror shall complete only paragraphs (c) through (v) of this provision.

(a) Definitions. As used in this provision—

Covered telecommunications equipment or services has the meaning provided in the clause 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment.

Economically disadvantaged women-owned small business (EDWOSB) concern means a small business concern that is at least 51 percent directly and unconditionally owned by, and the management and daily business operations of which are controlled by, one or more women who are citizens of the United States and who are economically disadvantaged in accordance with 13 CFR part 127, and the concern is certified by SBA or an approved third-party certifier in accordance with 13 CFR 127.300. It automatically qualifies as a women-owned small business eligible under the WOSB Program.

Forced or indentured child labor means all work or service—

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

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

Highest-level owner means the entity that owns or controls an immediate owner of the offeror, or that owns or controls one or more entities that control an immediate owner of the offeror. No entity owns or exercises control of the highest-level owner.

Immediate owner means an entity, other than the offeror, that has direct control of the offeror. Indicators of control include, but are not limited to, one or more of the following: Ownership or interlocking management, identity of interests among family members, shared facilities and equipment, and the common use of employees.

Inverted domestic corporation means a foreign incorporated entity that meets the definition of an inverted domestic corporation under 6 U.S.C. 395(b), applied in accordance with the rules and definitions of 6 U.S.C. 395(c).

Manufactured end product means any end product in product and service codes (PSCs) 1000-9999, except—

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

(2) Product or Service Group (PSG) 87, Agricultural Supplies;

(3) PSG 88, Live Animals;

(4) PSG 89, Subsistence;

(5) PSC 9410, Crude Grades of Plant Materials;

http://www.sam.gov/

(6) PSC 9430, Miscellaneous Crude Animal Products, Inedible;

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

(8) PSC 9610, Ores;

(9) PSC 9620, Minerals, Natural and Synthetic; and

(10) PSC 9630, Additive Metal Materials.

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

Predecessor means an entity that is replaced by a successor and includes any predecessors of the predecessor.

Reasonable inquiry has the meaning provided in the clause 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment.

Restricted business operations means business operations in Sudan that include power production activities, mineral extraction activities, oil-related activities, or the production of military equipment, as those terms are defined in the Sudan Accountability and Divestment Act of 2007 (Pub. L. 110-174). Restricted business operations do not include business operations that the person (as that term is defined in Section 2 of the Sudan Accountability and Divestment Act of 2007) conducting the business can demonstrate—

(1) Are conducted under contract directly and exclusively with the regional government of southern Sudan;

(2) Are conducted pursuant to specific authorization from the Office of Foreign Assets Control in the Department of the Treasury, or are expressly exempted under Federal law from the requirement to be conducted under such authorization;

(3) Consist of providing goods or services to marginalized populations of Sudan;

(4) Consist of providing goods or services to an internationally recognized peacekeeping force or humanitarian organization;

(5) Consist of providing goods or services that are used only to promote health or education; or

(6) Have been voluntarily suspended.

Sensitive technology—

(1) Means hardware, software, telecommunications equipment, or any other technology that is to be used specifically—

(i) To restrict the free flow of unbiased information in Iran; or

(ii) To disrupt, monitor, or otherwise restrict speech of the people of Iran; and

(2) Does not include information or informational materials the export of which the President does not have the authority to regulate or prohibit pursuant to section 203(b)(3) of the International Emergency Economic Powers Act (50 U.S.C. 1702(b)(3)).

Service-disabled veteran-owned small business (SDVOSB) concern means a small business concern—

(1)