52-212-1_(FEB_2012)-ADDENDUM_-_COMBINED_SYNOPSIS-SOLICITATION_IDIQ.pdf

Attachment 2

ADDENDUM TO 52.212-1 - INSTRUCTIONS TO OFFERORS -- COMMERCIAL ITEMS (FEB 2012)

(a) North American Industry Classification System (NAICS) code and small business size standard. The NAICS code and small business size standard for this acquisition appears in paragraph c. of the combined synopsis/solicitation. .

(b) Submission of offers. Submit signed and dated offers to the office specified in this solicitation at or before the exact time specified in this solicitation. Offers may be submitted on the SF 1449, letterhead stationery, or as otherwise specified in the solicitation. As a minimum, offers must show --

(1) The solicitation number;

(2) The time specified in the solicitation for receipt of offers;

(3) The name, address, and telephone number of the offeror;

(4) A technical description of the items being offered in sufficient detail to evaluate compliance with the requirements in the solicitation. This may include product literature, or other documents, if necessary;

(5) Terms of any express warranty;

(6) Price and any discount terms;

(7) “Remit to” address, if different than mailing address;

(8) A completed copy of the representations and certifications at FAR 52.212-3 (see FAR 52.212- 3(b) for those representations and certifications that the offeror shall complete electronically);

(9) Acknowledgment of Solicitation Amendments;

(10) Past performance information, when included as an evaluation factor, to include recent and relevant contracts for the same or similar items and other references (including contract numbers, points of contact with telephone numbers and other relevant information); and

(11) If the offer is not submitted on the SF 1449, include a statement specifying the extent of agreement with all terms, conditions, and provisions included in the solicitation. Offers that fail to furnish required representations or information, or reject the terms and conditions of the solicitation may be excluded from consideration.

(c) Period for acceptance of offers. The offeror agrees to hold the prices in its offer firm for 60 calendar days from the date specified for receipt of offers, unless another time period is specified in an addendum to the solicitation.

(d) Product samples. When required by the solicitation, product samples shall be submitted at or prior to the time specified for receipt of offers. Unless otherwise specified in this solicitation, these samples shall be submitted at no expense to the Government, and returned at the sender’s request and expense, unless they are destroyed during preaward testing.

(e) Multiple offers. DELETED FROM THIS COMBINED SYNOPSIS/SOLICITATION

(f) Late submissions, modifications, revisions, and withdrawals of offers.

(1) Offerors are responsible for submitting offers, and any modifications, revisions, or withdrawals, so as to reach the Government office designated in the solicitation by the time specified in the solicitation. If no time is specified in the solicitation, the time for receipt is 4:30 p.m., local time, for the designated Government office on the date that offers or revisions are due.

(2)

(i) Any offer, modification, revision, or withdrawal of an offer received at the Government office designated in the solicitation after the exact time specified for receipt of offers is “late” and will not be considered unless it is received before award is made, the Contracting Officer determines that accepting the late offer would not unduly delay the acquisition; and—

(A) If it was transmitted through an electronic commerce method authorized by the solicitation, it was received at the initial point of entry to the Government infrastructure not later than 5:00 p.m. one working day prior to the date specified for receipt of offers; or

(B) There is acceptable evidence to establish that it was received at the Government installation designated for receipt of offers and was under the Government’s control prior to the time set for receipt of offers; or

(C) If this solicitation is a request for proposals, it was the only proposal received.

(ii) However, a late modification of an otherwise successful offer, that makes its terms more favorable to the Government, will be considered at any time it is received and may be accepted.

(3) Acceptable evidence to establish the time of receipt at the Government installation includes the time/date stamp of that installation on the offer wrapper, other documentary evidence of receipt maintained by the installation, or oral testimony or statements of Government personnel.

(4) If an emergency or unanticipated event interrupts normal Government processes so that offers cannot be received at the Government office designated for receipt of offers by the exact time specified in the solicitation, and urgent Government requirements preclude amendment of the solicitation or other notice of an extension of the closing date, the time specified for receipt of offers will be deemed to be extended to the same time of day specified in the solicitation on the first work day on which normal Government processes resume.

(5) Offers may be withdrawn by written notice received at any time before the exact time set for receipt of offers. Oral offers in response to oral solicitations may be withdrawn orally. If the solicitation authorizes facsimile offers, offers may be withdrawn via facsimile received at any time before the exact time set for receipt of offers, subject to the conditions specified in the solicitation concerning facsimile offers. An offer may be withdrawn in person by an offeror or its authorized representative if, before the exact time set for receipt of offers, the identity of the person requesting withdrawal is established and the person signs a receipt for the offer.

(g) Contract award (not applicable to Invitation for Bids). The Government intends to evaluate offers and award a contract without discussions with offerors. Therefore, the offeror’s initial offer should contain the offeror’s best terms from a price and technical standpoint. However, the Government reserves the right to conduct discussions if later determined by the Contracting Officer to be necessary.

The Government may reject any or all offers if such action is in the public interest; accept other than the lowest offer; and waive informalities and minor irregularities in offers received.

(h) Multiple awards. DELETED FROM THIS COMBINED SYNOPSIS/SOLICITATION

(i) Availability of requirements documents cited in the solicitation.

(1)

(i) The GSA Index of Federal Specifications, Standards and Commercial Item Descriptions, FPMR Part 101-29, and copies of specifications, standards, and commercial item descriptions cited in this solicitation may be obtained for a fee by submitting a request to--

GSA Federal Supply Service Specifications Section Suite 8100 470 L’Enfant Plaza, SW Washington, DC 20407 Telephone (202) 619-8925) Facsimile (202 619-8978)

(ii) If the General Services Administration, Department of Agriculture, or Department of Veterans Affairs issued this solicitation, a single copy of specifications, standards, and commercial item descriptions cited in this solicitation may be obtained free of charge by submitting a request to the addressee in paragraph (i)(1)(i) of this provision. Additional copies will be issued for a fee.

(2) Most unclassified Defense specifications and standards may be downloaded from the following ASSIST websites--

(i) ASSIST ( http://assist.daps.dla.mil ).

(ii) Quick Search (http://assist.daps.dla.mil/quicksearch/ ) http://assist.daps.dla.mil/ http://assist.daps.dla.mil/quicksearch/

(iii) ASSISTdocs.com ( http://assistdocs.com ).

(3) Documents not available from ASSIST may be ordered from the Department of Defense Single Stock Point (DoDSSP) by—

(i) Using the ASSIST Shopping Wizard ( http://assist.daps.dla.mil/wizard );

(ii) Phoning the DoDSSP Customer Service Desk (215) 697-2179, Mon-Fri, 0730 to 1600 EST; or

(iii) Ordering from DoDSSP, Building 4 Section D, 700 Robbins Avenue, Philadelphia, PA 19111-5094, Telephone (215) 697/2197, Facsimile (215) 697-1462.

(4) Nongovernment (voluntary) standards must be obtained from the organization responsible for their preparation, publication, or maintenance.

(j) Data Universal Numbering System (DUNS) Number. (Applies to offers exceeding $3,000, and offers of $3,000 or less if the solicitation requires the Contractor to be registered in the Central Contractor Registration (CCR) database. The offeror shall enter, in the block with its name and address on the cover page of its offer, the annotation “DUNS” or “DUNS+4” followed by the DUNS or DUNS+4 number that identifies the offeror’s name and address. The DUNS+4 is the DUNS number plus a 4-character suffix that may be assigned at the discretion of the offeror to establish additional CCR records for identifying alternative Electronic Funds Transfer (EFT) accounts (see FAR Subpart 32.11) for the same concern. If the offeror does not have a DUNS number, it should contact Dun and Bradstreet directly to obtain one. An offeror within the United States may contact Dun and Bradstreet by calling 1-866-705-5711 or via the Internet at http://fedgov.dnb.com/webform. An offeror located outside the United States must contact the local Dun and Bradstreet office for DUNS number. The offeror should indicate that it is an offeror for a Government contract when contacting the local Dun and Bradstreet office.

(k) Central Contractor Registration. Unless exempted by an addendum to this solicitation, by submission of an offer, the offeror acknowledges the requirement that a prospective awardee shall be registered in the CCR database prior to award, during performance and through final payment of any contract resulting from this solicitation. If the Offeror does not become registered in the CCR database in the time prescribed by the Contracting Officer, the Contracting Officer will proceed to award to the next otherwise successful registered Offeror. Offerors may obtain information on registration and annual confirmation requirements via the CCR database accessed through https://www.acquisition.gov or by calling 1-888-227-2423 or 269-961-5757.

(l) Debriefing. If a post-award debriefing is given to requesting offerors, the Government shall disclose the following information, if applicable:

(1) The agency’s evaluation of the significant weak or deficient factors in the debriefed offeror’s offer.

(2) The overall evaluated cost or price and technical rating of the successful and debriefed offeror and past performance information on the debriefed offeror.

http://assistdocs.com/ http://assist.daps.dla.mil/wizard http://fedgov.dnb.com/webform https://www.acquisition.gov/

(3) The overall ranking of all offerors, when any ranking was developed by the agency during source selection.

(4) A summary of rationale for award;

(5) For acquisitions of commercial items, the make and model of the item to be delivered by the successful offeror.

(6) Reasonable responses to relevant questions posed by the debriefed offeror as to whether source-selection procedures set forth in the solicitation, applicable regulations, and other applicable authorities were followed by the agency.

(End of Provision)

Added paragraph (m), Preparation of Proposals.

1. Attention is directed to the requirements for technical, past performance and cost proposals to be submitted in accordance with the following instructions establishing the acceptable minimum requirements for the format and content of proposals.

2. The Request for Proposals (RFP) responses must be prepared in three parts: Volume I –

Technical/Management Proposal, Volume II - Past Performance/Past Experience, and Volume III - Price Proposal.

Each of these parts shall be a separate evaluation of the other. No Volume with the exception of Volume III – Price Proposal, shall contain any cost related to this RFP; however, resource information such as data concerning labor hours and categories, materials, subcontracts, etc., must be contained in the technical proposal so that your understanding of the scope of work may be evaluated.

It must disclose your technical approach in sufficient detail to provide a clear and concise presentation that includes the requirements of the technical proposal instructions. The offeror shall acknowledge and return any or all amendment(s). The acknowledged amendments will be returned as part of Volume III - Price Proposal. Failure to follow these instructions may render your response as non-responsive and subject to rejection.

3. Your response to this RFP must be signed by an official authorized to bind your organization.

A copy of each Volume (to include all amendments) shall be mailed to The Department of the Treasury, Internal Revenue Service, ATTN: Pamela Robinson, 6009 Oxon Hill Road, 7th Floor, Oxon Hill, MD 20745.

Note: Failure to comply with these instructions may render your response as non-responsive and subject to rejection.

4. It is understood that your RFP responses shall become part of the official contract file. The Government will evaluate responses in accordance with the evaluation criteria set forth in this RFP.

5. This RFP does not commit the Government to pay any cost for preparation and submission of your proposal. In addition, the Contracting Officer is the only individual who can legally commit the Government to the expenditure of public funds in connection with this proposed acquisition.

6. Any resultant contract shall include all applicable clauses to the type of contract awarded.

Any additional clauses required by public law, executive order, or acquisition regulations, in effect at the time of execution of the proposed contract, will be included.

7. Questions/Inquiries concerning this Combined Synopsis/Solicitation are due via email to

Pamela Robinson at pamela.s.robinson@irs.gov no later than 5:00 pm on 6 June 2013.

8. In addition, any resulting additions, deletions, or changes to the RFP will be made by issuance of a formal amendment. Offerors are instructed specifically to contact only the issuing: contract office in connection with any aspect of this requirement prior to contract award. The Government does not intend to extend the due date for proposals.

9. Proposal Format and Content.

i. Paper, Page Size and Format. Page size shall be 8,5 x 11 inches. Pages shall be single-spaced, Use at least 1 inch margins on the top, bottom and side margins.

ii. Text Spacing and Type. Except for the reproduced sections of the solicitation document, the text size shall be no less than 12 font size. Pages shall be numbered sequentially by section.

iii. Illustrations and Tables. Tables, charts, graphs, diagrams and figures shall be used wherever practical to depict organizations, systems and layout, implementation schedules, plans, etc.

These displays shall. Be uncomplicated, legible and shall not exceed 8.5 x 11 inches. Foldout pages shall not be used. For tables, charts, graphs and figures, the text shall be no smaller than 16 pitch. Elaborate formats, bindings or color presentations are not required. Elaborate brochures or documentation, binding, detailed artwork, or other embellishments are not required and neither are they desired.

iv. Number of Copies/Page Limits. The offeror shall prepare the proposal as set forth in the Proposal Organization Table below. The "original” proposal shall be clearly marked. The titles and contents of the sections shall be as defined in the table, all of which shall be within the required page limits and with the number of copies specified. When both sides of a sheet display printed material, it shall be counted as 2 pages. Pages exceeding this page limitation set forth will not be read or evaluated and will be removed from the proposal.

Volume Title Original plus # of Copies

Maximum Page Limit

I Technical /Management Approach 3 35, Including

Resumes

II

Relevant Past and Present

Performance

15, Including Questionnaires

III Price 3 None

Note: Cover pages will not count against the page limitation.

mailto:pamela.s.robinson@irs.gov

9. VOLUME I – TECHNICAL / MANAGEMENT PROPOSAL INSTRUCTIONS

i. The Offeror's proposal must stipulate that it is predicated upon all the terms and conditions of this RFP. In addition, it must contain a statement to the effect that it is firm for a period of at least 60 days from the date of receipt by the Government.

ii. Offerors shall submit proposals and data comprehensive enough to provide the basis for a sound evaluation. The information should be precise, factual and responsive. The offeror shall submit a Statement of Work that addresses the Governement’s Statement of Objectives.

iii. The proposal will be used to evaluate firm's capability to perform the objectives set forth in the Government’s Statement of Objectives. Therefore, your proposal must present sufficient information to reflect a thorough understanding of the work requirements and a detailed plan for achieving the objective of the scope of work. The proposal shall include a description of the techniques and procedures to be employed in achieving the proposed end results in compliance with the requirements of the Government's Statement of Objectives. Offerors are hereby advised that the Government, unless otherwise specified, i.e., by law acquire that right to use, duplicate, or disclose in any manner and for any purpose whatsoever, and have or permit others to do so, all subject data required to be delivered under any contract resulting from this solicitation. Any reservations to those stated Government rights to data should be enunciated in your proposal and will be resolved during any subsequent negotiations.

iv. To permit a thorough and effective evaluation, the proposal should be as concise, complete and clear as possible. Inclusion of any important consideration not covered by this request is encouraged. The technical proposals shall be as detailed, specific and complete as to enable the Government to make a thorough evaluation of the proposal, and a sound determination that each proposal will have a reasonable likelihood of meeting the requirements of the Government as set forth in the Statement of Objectives. A proposal which merely offers to conduct a program in accordance with the requirements of the Government's scope of work will not be eligible for award. Offerors shall!

Include an explanation of the proposed technical approach in conjunction with the requirements of Statement of Objectives (SOO). Statements to the effect that the offeror understands and will comply with the SOO in whole or in part, phrases such as "standard procedures will be used" or well-known techniques will be utilized" and generalities of textbook theories and techniques will not constitute compliance with the requirements concerning the content of the technical proposal. It is essential that the offeror present information in sufficient detail so as to permit the Government to make evaluation of the technical proposal without further information being required from the Offeror.

v. The proposal must include information on how the project is to be organized, staffed, and managed. Information should be provided which will demonstrate your understanding and management of the objectives contained in the SOO. Management and or subcontractor efforts must be contained, if applicable with your proposal. Offerors shall provide an organizational chart in their SOW, which displays internal and external organization relationships and demonstrates who has responsibility for administrative oversight over each contract activity.

vi. The proposal shall reflect a clear understanding of the work to be accomplished.

Proposals should clearly demonstrate the Offeror's competence, technical understanding and approach in order to accomplish the objectives set forth in the SOO.

10. VOLUME II - PAST PERFORMANCE /PAST EXPERIENCE INSTRUCTIONS

i. Provide any information currently available (letters, metrics, customers' survey, independent surveys, etc.), which demonstrates customer satisfaction with overall job performance and quality of completed product for same or similar type discipline in the past three Periods. In addition, explain corrective actions taken in the past, if any, for substandard performance and any current performance problems such as cost overruns, extended performance periods, etc.

ii. Offeror shall provide the past performance survey at Attachment 3 to their references, for them to complete and email directly to pamela.robinson@do.treas.gov before the closing date of proposals. The Government will evaluate the quality and extent of offeror's experience deemed relevant to the requirements of this RFP. The Government will use information submitted by the offeror and other sources such as the Federal Government offices and commercial sources, to assess experience. Provide a list of three (3) of the most relevant contracts performed for Federal agencies and commercial customers within the last 5 years of this solicitation closing date that demonstrate your ability to perform the proposed effort. Past Performance regarding predecessor companies, key personnel who have relevant experience, or subcontractors that will perform major or critical aspects of the requirement will be given a rating. Offerors with no relevant past or present performance history shall receive the rating "neutral", meaning the rating is rated neither favorable nor unfavorable.

iii. The Government will evaluate each offeror on its performance under existing and prior contracts for similar services. The Government will use performance information for both responsibility determinations and as an evaluation factor In determining the acceptability of an offeror. The Government may contact references, other than those identified by the offeror, and use the information received to evaluate the offeror's past performance.

iv. Information may also be obtained from Federal databases that maintain Past Performance/Past Experience information.

11. VOLUME III – PRICE PROPOSAL INSTRUCTIONS

i. Provide a price proposal for the Sample Task (Attachment 4) to this RFP. In doing so, the offeror accedes to the contract terms and conditions as written in the RFP.

ii. Insert proposed unit and extended prices for the Contract Line Item Number (CLlN). The offeror shall include a fully completed price schedule in this section of their RFP. Any offer, which fails to cite a price for each item, or fails to make an entry, may be subject to rejection.

iii. Note that unrealistically low or high proposed costs or prices initially or subsequently, may be grounds for eliminating a proposal from competition either on the basis that the offeror does not understand the, requirement or has made an unrealistic proposal. An offer using a sliding price scale or subject to escalation based on any contingency will not be accepted and will be considered as non-responsive to this solicitation. Offers should be sufficiently detailed to demonstrate their reasonableness. The burden of proof for credibility of proposed costs/prices rests with the offeror.

mailto:pamela.robinson@do.treas.gov

iv. If additional information is required to support price reasonableness, each offeror may be requested to provide a hard copy of the following information listed below from the prime offeror and any subcontractors:

(End of Provision)

ADDENDUM TO 52.212-2 - EVALUATION—COMMERCIAL ITEMS (JAN 1999)

1. Basis for Award. Award will be made to the responsible offeror whose offer, conforming to the solicitation, is the best overall value to the Government, price and other factors considered.

2. Evaluation Factors. In selecting the best overall value, the following factors will be evaluated:

a. TECHNICAL / MANAGEMENT EXPERIENCE

(1) Understanding of the Work Required

The offeror shall demonstrate in their SOW that they have a clear understanding of the work required in the SOO. In particular, the offeror shall demonstrate that they have a clear understanding, knowledge and experience of work required under each of the items listed in

Section 2. (benefits determination/correction, customer service, records management, change management/business process reengineering, training and annuity quality) of the

SOO. Offerors shall also demonstrate that they have knowledge, understanding and experience with D.C. pension plans or other comparable experience regarding various legislation listed in Section 3. of the SOO. The Government will evaluate the offeror’s understanding, knowledge and experience of the work required based on the information submitted regarding Section 2. and Section 3. of the SOO.

(2) Technical Approach to Performing Work The offeror shall demonstrate their technical approach in their SOW to conduct the specific types of work outlined in Section 2. of the SOO. In particular, the offeror shall describe their technical approach to performing the work for each of the areas mentioned in Section 2. of the SOO. The Government will evaluate the offeror’s technical approach to performing the work mentioned in Section 2. of the SOO.

(3) Key Personnel The offeror shall identify in their SOW, by name those individuals that are being proposed as key personnel. The offeror shall submit to the Government resumes of key personnel which describe the key personnel’s specific qualifications and experience. Identified experience should be relevant to the proposed effort. The Government will evaluate the key personnel experience in the offeror’s SOW; relative to the experience required to perform the work mention in the SOO.

b. PAST PERFORMANCE / PAST EXPERIENCE

Offerors shall submit three (3) references (company name and address, phone number and point of contact) for similar work as mentioned in this solicitation regarding on public pension plans. This work must be currently active or completed within the last five (5) years. The

Government will evaluate how well the offeror performed the work by contacting the references cited.

c. PRICE The IRS intends on issuing a Firm Fixed Price Task Orders under the IDIQ contract. As a result, vendor shall submit a price proposal based on their best offer to include any discounts for the Sample Task (Attachment 4). The offeror shall for this requirement provide along with their proposal, a copy of their GSA Schedule price list if proposing GSA pricing. The offeror shall also submit a copy of the terms and conditions listed in their GSA Schedule contract. DO NOT

SUBMIT YOUR ENTIRE GSA SCHEDULE CONTRACT.

3. Relative weight. Non-price factors (Technical Approach, Management Approach and Past Performance/Past Experience), when combined, are more important than Price. Of the non-price factors, Technical and Management Approach being equal are more important than Past Performance/Past Experience. The importance of price in the evaluation for award will increase as the relative differences in non-price factors of offerors decreases.

Offerors should consider these factors when preparing proposals. The rating for each evaluation factor will be based on the Government's determination of the degree to which the proposal satisfies the requirements of each factor. The highest possible rating is Exceptional, with the lowest possible rating being Unacceptable.

Proposals will be evaluated using the following adjectival ratings: Exceptional, Very Good, Satisfactory, Marginal, Unacceptable or Neutral.

52.217-8 OPTION TO EXTEND SERVICE (NOV 1999)

The Government may require continued performance of any services within the limits and at the rates specified in the contract. These rates may be adjusted only as a result of revisions to prevailing labor rates provided by the Secretary of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder shall not exceed 6 months. The Contracting Officer may exercise the option by written notice to the Contractor within 15 days of contract expiration.

(End of Clause)

52.217-9 OPTION TO EXTEND TERM OF CONTRACT (MAR 2000)

(a) The Government may extend the term of this contract by written notice to the Contractor within 15 days of contract end date; provided that the Government gives the Contractor a preliminary written notice of its intent to extend at least 30 days before the contract expires. The preliminary notice does not commit the Government to an extension.

(b) If the Government exercises this option, the extended contract shall be considered to include this option clause.

(c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed 5 years.

APPLICABLE CLAUSES

1052.232-7003 ELECTRONIC SUBMISSION OF PAYMENT REQUESTS (DATE TBD)

(a) Definitions. As used in this clause--

(1) “Payment request” means a bill, voucher, invoice, or request for contract financing payment with associated supporting documentation. The payment request must comply with the requirements identified in FAR 32.905(b), ”Payment documentation and process” and the applicable Payment clause included in this contract.

(2) [Reserved]

(b) Except as provided in paragraph (c) of this clause, the Contractor shall submit payment requests electronically using the Internet Payment Platform (IPP). Information regarding IPP is available on the Internet at www.ipp.gov. Assistance with enrollment can be obtained by contacting the IPP Production Helpdesk via email ippgroup@bos.frb.org or phone (866) 973-3131.

(c) The Contractor may submit payment requests using other than IPP only when the Contracting

Officer authorizes alternate procedures in writing.

(d) If alternate payment procedures are authorized, the Contractor shall include a copy of the

Contracting Officer's written authorization with each payment request.

CHANGE IN PERSONNEL

The contractor shall notify the Contracting Officer prior to making any change in the individuals identified in the proposal as key personnel assigned to this contract. The contractor must demonstrate that the qualifications of the prospective personnel are equal to, or better than, the qualifications of the personnel being replaced.

(End of clause)

CONTRACT ADMINISTRATION

In no event shall any understanding or agreement, contract modification, change order, or other matter in deviation from the terms of this contract between the Contractor and a person other than the Contracting Officer be effective or binding upon the Government.

http://www.ipp.gov/ mailto:ippgroup@bos.frb.org

The Contracting Officer is the only person authorized to make or approve any changes in any of the requirements of this contract and, notwithstanding any provisions contained elsewhere in this contract, the said authority remains solely with the Contracting Officer.

In the event the Contractor makes any changes at the discretion of any person other than the

Contracting Officer, the change will be considered to have been made without authority and no adjustment will be made in the contract price to cover any increase in the costs incurred as a result thereof.

(End of clause)

DEPARTMENTAL OFFICE’S (DO)/OFFICE OF FINANCIAL STABILITY (OFS) INTERNET PAYMENT

PLATFORM (IPP) WAIVER FORM

DO/OFS invoicing and payment requirements clauses indicate that all new awards made on or after October 1, 2012 are required to have invoices submitted electronically via the IPP. If the Contractor is unable to submit its invoice through IPP, the Contractor shall complete this Waiver Form indicating the reason for the waiver by selecting the appropriate box, further summarizing in detail waiver circumstances and submit the waiver form via mail or e-mail for review and approval by the Contracting Officer (CO). The CO will notify the vendor in a reasonable number of days as to whether their waiver has been approved or rejected. If the waiver is granted, then a copy of the waiver must be submitted with each invoice that the vendor submits to the payment office.

An individual (includes employees and sole proprietors) determines that the submission of invoices through IPP would impose a hardship due to either a physical or mental disability; a geographic, language, or literacy barrier, or a financial hardship.

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

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)

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.

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.

The contractor’s current invoicing system requires submission of (blank) files which are not currently supported by IPP.

Other - Please explain

If additional detail is required, please submit on a separate sheet of paper and attach to this form.

Contractor Name DUNS

Name of Person Submitting Waiver Title

E-mail Address Phone No.

Contract/Order No. Date Submitted

Contracting Officer’s Signature Date

ELECTRONIC INVOICING AND PAYMENT REQUIREMENTS FOR THE INTERNET PAYMENT PLATFORM

(IPP)

Internet Payment Platform (IPP) is a secure web-based electronic invoicing and payment information service available to all Federal agencies and their suppliers. The preferred method for invoicing through September 30, 2012 is through IPP. Effective October 1, 2012 invoicing through IPP will be mandatory for all new contract awards. Additional information regarding IPP may be found at the IPP website address https://www.ipp.gov. Contractor assistance with enrollment can be obtained by contacting the Bureau of the Public Debt’s IPP Team at 304-480-8000, Option 7 or the IPP Help desk via e-mail at ippgroup@bos.frb.org or via phone at (866) 973-3131.

ELECTRONIC INVOICING AND PAYMENT REQUIREMENTS

Vendor invoices submitted electronically through IPP should be in the proper format and contain the required information for payment processing. A “proper invoice” must meet the minimum standards specified in FAR 32.905(b) in order to be approved for payment.

Under this contract, the following documents are required to be submitted as an attachment to the invoice:

GOVERNMENT FURNISHED PROPERTY (GFP)

The Government shall provide retirement annuity and survivor files for District of Columbia police officers, firefighters, teachers and judges. The contractor may also be provided additional property throughout the duration of this contract. In the event that such property is provided to the contractor, https://www.ipp.gov/ mailto:ippgroup@bos.frb.org the contractor warrants and represents that it will take all necessary steps to protect the GFP from loss, damage, or misdelivery, in accordance with FAR Clause 52.245-1.

INQUIRIES

Information concerning the status of an Offeror’s proposal and/or progress of the proposal evaluations shall be requested only from the Contracting Officer.

IR1052.239.9010 SECTION 508 SERVICES (SEP 2006)

All contracts, solicitations, purchase orders, delivery orders and interagency agreements that contain a requirement of services which will result in the delivery of a new or updated electronic and information technology (EIT) item/product must conform to the applicable provisions of the appropriate technical standards in 36 CFR 1194, Subpart B, and functional performance criteria in 36 CFR 1194.31, Subpart C, unless an agency exception to this requirement exists.

The following technical standards and provisions have been determined to be applicable to this contract:

_X_ 1194.21, Software applications and operating systems.

X_(a) _X_(b) _X_(c) _X_(d) _X_(e) _X_(f) _X_(g) _X_(h) _X_(i) _X_(j) X_(k) _X_(l)

_X_ 1194.22, Web-based intranet and internet information and applications.

X_(a) _X_(b) _X_(c) _X_(d) _X_(e) _X_(f) _X_(g) _X_(h) _X_(i) _X_(j) X_(k) _X_(l) X_(m) X_(n) _X_(o) _X_(p)

___ 1194.23, Telecommunications products.

__(a) __(b) __(c) __(d) __(e) __(f) __(g) __(h) __(i) __(j) __(k) - __(k:1) __(k:2) __(k:3) __(k:4)

___ 1194.24, Video and multimedia products.

__(a) __(b) __(c) __(d) __(e) __(e)

_ _ 1194.25, Self contained, closed products.

_ _(a) _ _(b) _ _(c) _ _(d) _ _(e) _ _(f) _ _(g) _ _(h) _ _(i) _ _(j)

___ 194.26, Desktop and portable computers.

__(a) __(b) __(c) __(d)

The standards do not require the installation of specific accessibility-related software or the attachment of an assistive technology device, but merely require that the EIT be compatible with such software and devices so that it can be made accessible if so required by the agency in the future.

The following functional performance criteria (36 CFR 1194.31) apply to this contract.

_X_ (a) At least one mode of operations and information retrieval that does not require user vision shall be provided, or support for assistive technology used by people who are blind or visually impaired shall be provided.

_X_ (b) At least one mode of operation and information retrieval that does not require visual acuity greater than 20/70 shall be provided in audio and enlarged print output working together or independently, or support for assistive technology used by people who are visually impaired shall be provided.

_X_ (c) At least one mode of operation and information retrieval that does not require user hearing shall be provided, or support for assistive technology used by people who are deaf or hard of hearing shall be provided.

_X_ (d) Where audio information is important for the use of a product, at least one mode of operation and information retrieval shall be provided in an enhanced auditory fashion, or support for assistive hearing devices shall be provided.

_X_ (e) At least one mode of operation and information retrieval that does not require speech shall be provided, or support for assistive technology used by people with disabilities shall be provided.

_X_ (f) At least one mode of operation and information retrieval that does not require fine motor or simultaneous actions and that is operable with limited reach and strength shall be provided.

IR1052.239-9008 SECTION 508 INFORMATION, DOCUMENTATION AND SUPPORT (SEP 2006)

In accordance with 36 CFR 1194, Subpart D, the electronic information technology (EIT) products and product support services furnished in performance of this contract shall be documented to indicate the current conformance level with Section 508 of the Rehabilitation Act of 1973, per the 1998 Amendments, and the Architectural and Transportation Barriers Compliance Board’s Electronic and Information Technology Accessibility Standards. At no time during the performance of the award shall the level of conformance go below the level of conformance in place at the time of award. At no additional cost, the contractor shall provide information, documentation, and support relative to the supplies and services as described in Section J, Attachment [N/A]. The contractor shall maintain this detailed listing of compliant products for the full contract term, including forms of extensions, and shall ensure that it is current within five calendar days after award and within three calendar days of changes in products being utilized as follows:

(a) Product support documentation provided to end-users shall be made available in alternate formats upon request, at no additional charge.

(b) End-users shall have access to a description of the accessibility and compatibility features of products in alternate formats or alternate methods upon request, at no additional charge.

(c) Support services for products shall accommodate the communication needs of end-users with disabilities.

NONDISCLOSURE OF CONFIDENTIAL INFORMATION

a. Nondisclosure. Neither the contractor nor any of its employees will disclose any information specifically identified as confidential at or prior to disclosure to contractor by Treasury (the “Information”) for any purpose other than in furtherance of the consulting services to be rendered by the contractor to Treasury. All retirement, personnel, and payroll records or information pertaining to specific individuals in the custody of either Treasury or the Government of the District of Columbia to which the contractor has access shall be treated as confidential Information. The contractor will take all steps reasonable and necessary so that the confidentiality of the Information in the contractor’s possession will be maintained by it.

b. Return of documents. Upon completion/termination of the contract and any task order issued under the IDIQ contract, the contractor and any individual performing on the IDIQ contract and task orders shall return all documents and records in the their possession containing the Information to the COR.

c. Application

Notwithstanding anything to the contrary herein, this clause shall not apply to any Information:

(1) which at the time disclosed to, or obtained by, the contractor is in the public domain;

(2) which becomes part of the public domain through no fault of the contractor;

(3) which was communicated to the contractor by a third party who is not, to the contractor’s knowledge, subject to any confidentiality obligations with respect thereto;

(4) which is required to be disclosed by law, including, without limitation, pursuant to the terms of a subpoena or other similar process or in connection with a litigation, arbitration or other proceeding; provided, however, that the contractor shall, prior to disclosing such Information, give prior timely notice of such required disclosure to the Treasury and the government of the District of Columbia to enable them to challenge any such legal process; or

(5) independently developed by the contractor.

PAYMENT AND INVOICE QUESTIONS

For payment and invoice questions, contact the Accounting Services Division at (304) 480-8000 option 7 or via e-mail at AccountsPayable@bpd.treas.gov.

SECURITY CLEARANCE OF CONTRACTOR EMPLOYEES

mailto:AccountsPayable@bpd.treas.gov

The Contractor shall ensure that all applicable personnel working on this contract, including subcontractors, meet the following security requirements for contractors to protect against unauthorized disclosure of Sensitive But Unclassified (SBU) data. SBU data includes, but is not limited to, information that is protected from disclosure by the Privacy Act, 5 U.S.C. § 552a.

1) All applicable personnel shall be United States citizens or have lawful permanent resident status.

2) All applicable personnel shall be subject to a National Agency Check, Law and Credit (NACLC) investigation in accordance with the Department of the Treasury Security Manual (TD P 71-10).

Applicable personnel shall not begin working on this requirement until all security forms have been properly completed and submitted to the Contracting Officer’s Technical Representative for processing, unless otherwise specified by the Contracting Officer. The forms are as follows:

a) Completed fingerprint cards

b) Fair Credit Reporting Act Release

c) SF 85-P, “Questionnaire for Public Trust Positions”

3) Applicable personnel shall wear Treasury issued identification badges when working in Government facilities.

4) Applicable personnel who undergo NACLC investigations that reveal, but are not limited to, the following, may be unacceptable under this contract: conviction of a felony, a crime of violence or a serious misdemeanor; a record of arrests for continuing offenses; or failure to file or pay Federal income tax. The Government reserves the right to determine if a Contractor employee assigned to a task shall continue with the task. The Contractor shall agree to remove the person assigned within one day of official notification by the Government and provide a replacement within five days. New hires or substitutions of personnel are subject to the NACLC investigation requirement.

All information collected under this contract shall be considered procurement sensitive. Contractor staff must be a United States citizen or possess alien status in the United States and be able to pass a Government background investigation, if required, by the Department of the Treasury.

During the period of this task, access to Department of the Treasury facilities for Contractor representatives shall be granted as deemed necessary by the Government. All contractor employees whose duties under this contract require their presence at any Treasury, or Treasury Bureau facility shall be clearly identifiable by a distinctive badge furnished by the Government. In addition, corporate identification badges shall be worn on the outer garment at all times. It is the sole responsibility of the Contractor to provide this corporate identification. Upon the termination of the employment of any contractor personnel working on this task, all government furnished identification shall be returned to the issuing office. All on-site contractor personnel shall abide by security regulations applicable to that site.

The contractor may be requested to sign a non-disclosure agreement regarding all deliverables and other pertinent information relative to this requirement. All information provided by the government shall be returned to the government at the conclusion of this contract. In addition the contractor must have provided the personnel associated with this contract, all security awareness training and all other requirements contained in the FISMA regulations, NIST guidelines and all other public law, which shall include those requirements of the Federal Acquisition Regulations (FAR). Classified information will NOT be made available to the contractor.

(End of Clause)

WAIVERS

If the Contractor is unable to utilize IPP for submitting payment requests starting on October 1, 2012 then a waiver form must be completed in advance and submitted via mail or e-mail for review and approval by the Contracting Officer (see Attachment 1). Adobe Acrobat Portable Document Format (PDF) and Microsoft Word are acceptable formats for submitting waivers electronically. The vendor will be notified in a reasonable number of days as to whether their waiver has been approved or rejected. If the waiver is granted, then a copy of the waiver must be submitted with each invoice that the vendor submits to the payment office.