Phase 1 Staffing Workbook Attachment 3 Update 1.xlsx

This is a Phase 1 Staffing Workbook template designed for contractors responding to the IRS Audio-Visual (AV) and Video Teleconferencing (VTC) Enterprise Systems Integration, Support, and Maintenance Master IDIQ solicitation (205AE9-26-Q-00053). The template comprises two primary sections: a Level of Effort (LOE) Allocation table and a Certification & Training Matrix. The LOE Allocation section captures staffing details including staff names, role/titles, labor categories, security clearance levels, allocated hours, and percentage of total effort, with provisions to designate prime versus subcontractor resources. The Certification & Training Matrix documents required certifications and training for each staff member, including issuing authority, obtain and expiration dates, verification status, and notes. Both sections include signature blocks for approval by the Program Manager, Contracting Officer's Representative (COR), Security Officer, and Training Coordinator, with fields for document control numbers and classification levels.

This template is mandatory for Phase 1 submission to the IRS IDIQ contract, which seeks to establish up to three multiple-award contracts with a maximum ordering value of $24,746,987.96 over a five-year lifecycle for turn-key AV/VTC equipment procurement, installation, maintenance, and technology refresh across approximately 410 IRS conference rooms nationwide. The acquisition is structured as a 100% Total Small Business Set-Aside under NAICS code 541519. Offerors must submit native Excel versions (not PDFs or image captures) of Attachment #3 by the revised Phase 1 closing date of Wednesday, September 16, 2026, at 5:00 PM EST, along with Volume I submissions. Only vendors clearing Phase 1 requirements will receive formal invitations by September 23, 2026, to proceed to Phase 2, with Phase 2 submissions due October 13, 2026.