RFQ 23-0014 - Outsourcing Juror Mailings updated.pdf

UNITED STATES DISTRICT COURT

Eastern District of Pennsylvania

United States Courthouse 601 Market Street, Room 2609 Philadelphia, PA 19106-1797

George Wylesol (215) 597-9221 Clerk of Court george_wylesol@paed.uscourts.gov

Request for Quote

Amended

RFQ Number: USDC-EDPA-23-14 Request Date: September 29, 2023

To: Bidders List

Special Notes:

This is a request for Open Market pricing. Use the attached quote sheet for a price quotation broken down by the required tasks with any supporting documentation for the price attached.

The period of performance includes one (1) base year, November 1, 2023 through October 31, 2024 and four (4) option years.

Please note the changes below:

Solicitation updated to the Uniform Contract Format

Quotes may be faxed or e-mailed to the below listed address by October 16th, 2023 at 12:00 PM, EST.

However, hand carried quotes are to be delivered by the same time at United States EDPA, 601 Market Street, Room 2609, Philadelphia, PA 19106 to Attention May Kim.

A fixed price award from this RFQ will be made based on the lowest priced, technically acceptable offer.

Quotes and questions concerning this RFQ should be addressed to May Kim at the following:

U.S. District Court 2609 Courthouse 601 Market Street Philadelphia, PA 19106 Tel: 267-299-7094 Fax: 267-299-7132 May_Kim@paed.uscourts.gov

Sincerely, May Kim Contracting Officer

SECTION

15A. NAME AND

ADDRESS

OF OFFEROR

SOLICITATION, OFFER, AND AWARD 1. This Contract is a Rated Order under the Defense Priorities and Allocations System (DPAS) - Code of Federal Regulations - at 15 CFR 700.

RATING PAGE OF PAGES

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

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

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

SOLICITATION

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

CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision Number 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

10. FOR

INFORMATION

CALL:

A. NAME B. TELEPHONE (NO COLLECT CALLS)

AREA CODE NUMBER EXTENSION

C. EMAIL ADDRESS

11. TABLE OF CONTENTS

(X) DESCRIPTION PAGE(S) (X) SECTION PAGE(S)DESCRIPTION

A B C D E F G H

I

J

K

L

M EVALUATION FACTORS FOR AWARD

INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

REPRESENTATIONS, CERTIFICATIONS AND OTHER

STATEMENTS OF OFFERORS

PART IV - REPRESENTATIONS AND INSTRUCTIONS

LIST OF ATTACHMENTS

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

CONTRACT CLAUSESSOLICITATION/CONTRACT FORM

SUPPLIES OR SERVICES AND PRICES/COSTS

DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

PACKAGING AND MARKING

INSPECTION AND ACCEPTANCE

DELIVERIES OR PERFORMANCE

CONTRACT ADMINISTRATION DATA

SPECIAL CONTRACT REQUIREMENTS

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

OFFER (Must be fully completed by offeror)

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

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause Number 52.232-8)

14. ACKNOWLEDGMENT OF AMENDMENTS

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

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

DATEAMENDMENT NUMBERAMENDMENT NUMBER DATE

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

(Type or print)

15B. TELEPHONE NUMBER

AREA CODE NUMBER EXTENSION

15C. CHECK IF REMITTANCE ADDRESS IS

DIFFERENT FROM ABOVE - ENTER

SUCH ADDRESS IN SCHEDULE.

17. SIGNATURE 18. OFFER DATE

AWARD (To be completed by Government)

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

22. AUTHORITY FOR USING OTHER THAN FULL OPEN COMPETITION UNDER THE

UNITED STATES CODE AT:

10 U.S.C. 3204(a) ( )41 U.S.C. 3304(a)

24. ADMINISTERED BY (If other than Item 7)

26. NAME OF CONTRACTING OFFICER (Type or print)

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

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

(4 copies unless otherwise specified)

25. PAYMENT WILL BE MADE BY

27. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

28. AWARD DATE

CODE

ITEM

STANDARD FORM 33 (REV. 12/2022)

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

SEALED BID (IFB) INVITATION FOR BID

NEGOTIATED (RFP) REQUEST FOR

PROPOSAL

(Hour) (Date)

PART I - THE SCHEDULE PART II - CONTRACT CLAUSES

U.S. District Court, EDPA 2609 U.S. Courthouse 601 Market St., Philadelphia PA, 19106U.S. District Court, EDPA 2609 U.S. Courthouse

601 Market St., Philadelphia PA, 19106

USDC-EDPA-23-14

601 Market St., Philadelphia PA, 19106 12:00pm

May Kim May_Kim@paed.uscourts.gov

3-6 6-7 8 15

8-9

10/16/2023

267 299 7094

9/29/2023

10-14

B. Supplies or Services and Prices/Costs Instructions for Quoter:

Provide the information requested here and below at Provision 3-5 and Clause 7-10

Fill in the unit price and extended price for each item. Fill in the grand total amount.

Item

Short Description

Description

Qty Base Yr:

11/1/23- 10/31/24

Option Yr1:

11/1/24- 10/31/25

Option Yr2:

11/1/25- 10/31/26

Option Yr3:

11/1/26- 10/31/27

Option Yr4:

11/1/27- 10/31/28

Printing of Summonses Materials

Contractor shall provide pricing for the color printing all summonses and materials outlined in Task 1

1ea.

Summons Package Preparation

Contractor shall provide pricing for the packaging preparation for all summonses as outlined in Task 2

1ea

3 Mailing of Summonses

Contractor shall provide pricing for the mailing of all summonses as outlined in Task 3

1ea

Printing of Questionnaire Materials

Contractor shall provide pricing for the color printing of all questionnaires and questionnaire materials as outlined in Task 4

1ea

Questionnaire Packing Preparation

Contractor shall provide pricing for the packaging preparation for all questionnaires as outlined in Task 5

1ea

Mailing of Questionnaire Package

Contractor shall provide pricing for the packaging preparation as outlined in Task 6 1ea

Printing for eJuror Qualification Questionnaire

Contractor shall provide pricing for all color printing for the eJuror qualification questionnaires as outlined in Task 7

1ea eJuror Qualification Questionnaire Package Preparation

Contractor shall provide pricing for the packaging preparation for all single page eJuror qualification questionnaires, as outlined in Task 8

1ea

Mailing of Qualification Questionnaire

Contractor shall provide pricing for the mailing of all qualification questionnaires as outlined in Task 9

1ea

Printing of Grand Jury Summons Materials

Contractor shall provide pricing for the printing of all grand jury summonses and grand jury summons materials as outlined in Task 10

1ea

Grand Jury Summons Package Prep.

Contractor shall provide pricing for packaging preparation for all grand jury summonses as outlined in Task 11

1ea

Mailing of Grand Jury Summonses

Contractor shall provide pricing for the mailing of all grand jury summonses as outlined in Task

1ea

Typesetting Changes Contractor shall provide pricing for typesetting changes throughout the course of the contract, as outline in Task 13

1ea

Security of Juror Info.

Contractor shall provide pricing for the security of all juror information provided by the USDC as outline in Task 14

1ea

Confirmation of Mailings and Invoicing

Contractor shall provide a detailed invoice as outlined in Task 15 1ea

16 NCOA Jury Wheel Records

Contractor shall perform NCOA Jury wheel updates twice a year outlined in Task 16. 1ea

GRAND TOTAL: $

Company name:

DUNS number or UEI:

Discount terms, if other than Net 30:

C. DESCRIPTION/SPECIFICATION/STATEMENT OF WORK

C1. INTRODUCTION:

The U.S. District Court of Eastern District of Pennsylvania is seeking pricing to outsource our jury mailings. This includes printing, packaging, preparation and mailing of summonses and questionnaires to jurors as well as setup a secured system for EDPA Clerk’s Office to provide juror information electronically. Contractor is required to update the Jury wheel pool twice a year for the EDPA Clerk’s Office.

C2. SCOPE OF WORK:

Task 1: Printing of Summonses Materials Contractor shall provide pricing for color printing of all summons and materials to match provided samples. This includes printing of the exterior of all envelopes. Each summons package is to include one 8 ½” x 11” single sided summons with perforated section on the bottom half of the page, one 8 ½” x 11” doubled sided instruction sheet, one #9 kraft business reply envelope and one #10 white window envelope. Security tinting is not required for the business reply envelopes. Contractor shall address each summons to individual jurors. Pricing shall include to print juror information, in the circled areas as delineated on the sample, of the official Scantron summons forms. The highlighted areas on the sample must be printed on every summons. The contractor shall provide pricing for the printing summons and panel date on the exterior of the envelopes. Pricing shall include a sample proof, approved by EDPA prior to first mailing. Contractor shall provide pricing for the printing of instruction sheets. Pricing shall be included for any potential changes within the life of the contract.

The EDPA Clerk’s Office will provide confidential juror information for each pool of summoned juror in text (.txt) file. The Clerk’s Office will provide the information sheet materials in either a Word document or PDF file. Upon award of the contract, the EDPA Clerk’s Office will provide the awarded Contractor with official Scantron forms for printing juror summons.

Task 2: Summons Package Preparation Contractor shall provide pricing to insert one 8 ½” x 11” singled sided summons with perforated section, one 8 ½” x 11” doubled sided information sheet, one #9 kraft business reply envelope into a #10 white window envelope. Contractor shall ensure the juror address information is visible in the window envelope.

Task 3: Summons Package Preparation Contractor shall provide pricing to mail summons packages using the EDPA Clerk’s Office US Government bulk mail G-18 permit with 2 business days from receipt of juror information. All mail must be pre-sorted by zip code in accordance with USPS bulk mail regulations. Pricing shall include a red colored box on the front outlining the postage and fees and similarly for the barcode information on the back of the envelope. It is the contractor responsibility to verify the placement with EDPA prior to mailing. The average monthly total of summonses is *3000 for a total of approximate average of *36,000 summonses annually. *These totals are estimated and may increase or decrease each month.

Task 4: Printing of Questionnaire Materials Contractor shall provide pricing for color printing of all questionnaire materials to match provided samples. This includes printing of the exterior of all envelopes. Each package is to include one 8 ½” x 11” doubled sided questionnaire, one 8 ½” x 11” double sided information sheet, one #9 blue business reply envelope and one #10 window envelope. Window is to be 1 ⅝” x 4 ⅝” and placed on the left center of the envelope. Security tinting is not required for the business reply envelopes. Contractor shall address each questionnaire to individual jurors. Pricing shall include to print juror information, in the circled areas as delineated on the sample, of the official Scantron questionnaire forms. The highlighted areas on the sample must be printed on every questionnaire. The contractor shall provide pricing for the printing the questionnaire panel date on the exterior of the envelopes. Pricing shall include a sample proof, approved by EDPA prior to first mailing. As the Administrative Office (AO) may change the layout of the questionnaires that is beyond the Clerk’s office control. Pricing shall cover for any potential changes within the life of the contract.

The EDPA Clerk’s Office will provide confidential juror information for each pool of summonsed juror in text (.txt) file. The Clerk’s Office will provide the information sheet materials in either a Word document or PDF file. Upon award of the contract, the EDPA Clerk’s Office will provide the awarded Contractor with official Scantron forms for printing juror questionnaires.

Task 5: Questionnaire Packing Preparation Contractor shall provide pricing to insert one 8 ½” x 11” doubled sided questionnaire, one 8 ½” x 11” double sided sheet, one #9 blue business reply envelope into a #10 window envelope. Contractor shall ensure juror address information is visible in window envelopes.

Task 6: Mailing of Questionnaire Package Contractor shall provide pricing to mail questionnaire packages using U.S. government bulk mail G-18 permit within 2 business days from receipt of juror information. All mail must be pre-sorted by zip code in accordance with USPS bulk mail regulations. Pricing shall include a black colored box for the barcode information on the back of the envelope. It is the contractor responsibility to verify the placement with EDPA prior to mailing. The average monthly minimum total of questionnaires is estimated to be 8,000* and the estimated maximum monthly mailings will be 10,000*. Annual mailings are estimated to be 110,000. An additional 50,000 questionnaires will be mailed during the first quarter of the base year, option year 2 and option year four, due to the construction of the EDPA Clerk’s Office jury wheel.

*These totals are estimated and may increase or decrease each month.

Task 7: Printing for eJuror Qualification Questionnaire Contractor shall provide pricing for the color printing of a single page eJuror qualification questionnaire to match provided sample. This includes printing of the exterior of all envelopes. Each package is to include one 8 ½” x 11” eJuror qualification questionnaire which will be inserted into a #10 window envelope. Window is to be 1 ⅛” x 4 ½” and placed on the left center of the envelope. Security tinting is not required for the business reply envelopes. Contractor shall address each questionnaire to individual jurors. Pricing shall include to print juror information in the top left corner as delineated on the sample.

The contractor shall provide pricing for the printing the questionnaire panel date on the exterior of the envelopes. Pricing shall include a sample proof, approved by EDPA prior to first mailing.

The EDPA Clerk’s Office will provide confidential juror information for each pool of summonsed juror in text (.txt) file. The Clerk’s Office will provide the information sheet materials in either a Word document or PDF file.

Task 8: eJuror Qualification Questionnaire Package Preparation Contractor shall provide pricing to insert one 8 ½” x 11” single sided eJuror qualification questionnaire into a #10 windowed envelope. Contractor shall ensure juror address information is visible in window envelopes.

Task 9: Mailing of Qualification Questionnaire Contractor shall provide pricing to mail questionnaire packages using U.S. government bulk mail G-18 permit within 2 business days from receipt of juror information. All mail must be pre-sorted by zip code in accordance with USPS bulk mail regulations. Pricing shall include printing “eJUROR” on the front of the envelope. Contractor shall verify the placement with EDPA prior to mailing. The average monthly minimum total of questionnaires is estimated to be 8,000* and the estimated maximum monthly mailings will be 10,000*. Annual mailings are estimated to be 110,000. An additional 50,000 questionnaires will be mailed during the first quarter of the base year, option year 2 and option year four, due to the construction of the EDPA Clerk’s Office jury wheel. *These totals are estimated and may increase or decrease each month.

Task 10: Printing of Grand Jury Summons Materials Contractor shall provide pricing for color printing of all Grand Jury summons and materials to match provided samples. This includes printing of the exterior of all envelopes. Each summons package is to include one 8 ½” x 11” single sided summons with perforated section on the bottom half of the page, one 8 ½” x 11” doubled sided instruction sheet, one #9 kraft business reply envelope and #10 window envelope. Window is to be 2” x 3 ¾” and placed on the left center of the envelope. Security tinting is not required for the business reply envelopes. Contractor shall address each summons to individual jurors.

Contractor shall print juror information, in the circled areas as delineated on the sample, of the official Scantron summons forms. The highlighted areas on the sample must be printed on every summons. The contractor shall provide pricing for the printing summons and panel date on the exterior of the envelopes. Pricing shall include a sample proof, approved by EDPA prior to first mailing. Contractor shall provide pricing for the printing of instruction sheets. Pricing shall be included for any potential changes within the life of the contract.

The EDPA Clerk’s Office will provide confidential juror information for each pool of summonsed juror in text (.txt) file. The Clerk’s Office will provide the information sheet materials in either a Word document or PDF file. Upon award of the contract, the EDPA Clerk’s Office will provide the awarded Contractor with official Scantron forms for printing juror summons.

Task 11: Grand Jury Summons Package Preparation Contractor shall provide pricing to insert one 8 ½” x 11” singled sided Grand Jury summons with perforated section, one 8 ½” x 11” doubled sided information sheet, one #9 kraft business reply envelope into one #10 white window envelope. Pricing shall include for the stamped Grand Jury summons panel date on the exterior of the envelope. Contractor shall ensure the juror address information is visible in the window envelope.

Task 12: Mailing of Grand Jury Summonses Contractor shall provide pricing to mail Grand Jury packages using U.S. government bulk mail G-18 permit within 2 business days from receipt of juror information. All mail must be pre-sorted by zip code in accordance with USPS bulk mail regulations It is the contractor responsibility to verify the placement with EDPA prior to mailing. The average quarterly total is estimated to be 250* for an approximate 1,000 annually. *These totals are estimated and may increase or decrease each month.

Task 13: Typesetting Changes Contractor shall provide pricing for typesetting changes which may be updated periodically throughout the life of the contract. Pricing shall include the cost for draft changes to EDPA Clerk’s Office. This includes but not limited to shipping cost and postage between the contractor and Clerk’s office. It is contractor’s responsibility to ensure items return shall be 100% compatible and match the EDPA Clerk’s Office system requirements.

Task 14: Security of Juror Info.

Contractor shall provide a secure system for the EDPA Clerk’s Office to provide juror information electronically. All information must be returned to the EDPA at the end of the contract.

Task 15: Confirmation of Mailings and Invoicing Contractor shall provide a mailing schedule for EDPA Clerk’s Office which includes but not limited to submission date, quantity, and type of juror mailings. Contractor shall provide a detailed invoice, including one line for summonses, one line for questionnaires, one line for eJuror, and one line for single page Grand Jury.

Task 16: Update the NCOA Jury Wheel Records Contractor shall provide pricing to update the NCOA Jury Wheel records twice a year for the EDPA Clerk’s Office. These updates are scheduled in Winter and Summer seasons. Pricing shall include but not limited to electronic records management and physical labor charges.

C3. PERFORMANCE DATES:

Base Year 11/1/2023 thru 10/31/2024 Option Year 1 11/1/2024 thru 10/31/2025 Option Year 2 11/1/2025 thru 10/31/2026 Option Year 3 11/1/2026 thru 10/31/2027 Option Year 4 11/1/2027 thru 10/31/2028

D. PACKAGING & MARKING – Individual Task Packaging Task 2: Summons Package Preparation Contractor shall insert one 8 ½” x 11” singled sided summons with perforated section on the bottom half of the page, one 8 ½” x 11” doubled sided information sheet, one #9 kraft business reply envelope marked with the summons panel date and one #10 white window envelope. Window is to be 2” x 3 ¾” and placed on the left center of the envelope. Contractor shall ensure the juror address information is visible in the window envelope.

Task 3: Summons Package Preparation Contractor shall utilize the EDPA Clerk’s Office US Government bulk mail G-18 permit with 2 business days from receipt of juror information. All mail must be pre-sorted by zip code in accordance with USPS bulk mail regulations. Each envelope shall include a red colored box on the front outlining the postage and fees and similarly for the barcode information on the back.

Task 5: Questionnaire Packing Preparation Contractor shall insert one 8 ½” x 11” doubled sided questionnaire, one 8 ½” x 11” double sided sheet, one #9 blue business reply envelope with the summons panel date and one #10 windowed envelope.

Window is to be 1 ⅝” x 4 ⅝” and placed on the left center of the envelope. Contractor shall ensure juror address information is visible in window envelopes.

Task 6: Mailing of Questionnaire Package Contractor shall utilize the U.S. government bulk mail G-18 permit within 2 business days from receipt of juror information. All mail must be pre-sorted by zip code in accordance with USPS bulk mail regulations.

Each envelope shall include a black colored box outlining the barcode information on the back.

Task 8: eJuror Qualification Questionnaire Package Preparation Contractor shall insert one 8 ½” x 11” single sided eJuror qualification questionnaire into a #10 windowed envelope. Contractor shall ensure juror address information is visible in window envelopes.

Task 9: Mailing of Qualification Questionnaire Contractor shall utilize the U.S. government bulk mail G-18 permit within 2 business days from receipt of juror information. All mail must be pre-sorted by zip code in accordance with USPS bulk mail regulations.

Each envelope shall include “eJUROR” on the front.

Task 11: Grand Jury Summons Package Prep.

Contractor shall insert one 8 ½” x 11” singled sided Grand Jury summons with perforated section, one 8 ½” x 11” doubled sided sheet, one #9 off-white business reply envelope into a #10 white window envelope. Contractor shall ensure the juror address information is visible in the window envelope.

Task 12: Mailing of Grand Jury Summonses Contractor shall utilize the U.S. government bulk mail G-18 permit within 2 business days from receipt of juror information. All mail must be pre-sorted by zip code in accordance with USPS bulk mail regulations.

D.2 Clause B-5, Clauses Incorporated by Reference (SEPT 2010) 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 contracting officer will make their full text available. Also, the full text of a clause may be accessed electronically at this address:

http://www.uscourts.gov/procurement.aspx.

Clause 2-45, Packaging and Marking (AUG 2004)

E. INSPECTION & ACCEPTANCE

1. Contractor shall provide proofs as outlined in Task 1, 4, 7 and 10 of all printed materials including information sheets, Scantron Petit Juror summonses, Scantron juror questionnaires, eJuror questionnaires and Scantron Grand Jury summonses, which must be approved by the EDPA Clerk’s Office prior to the first mailing.

2. Contractor shall provide ten completed sample mailing packets as outlined in Task 2, 5, 8 and 11 of all juror summonses, questionnaires, eJuror questionnaires and Grand Jury summonses, which must be approved by the EDPA Clerk’s Office prior to first mailing.

3. To assess juror mailings, the EDPA Clerk’s Office will review all undeliverable mailings as a method of quality control in the acceptance process. Those undeliverable mailings will be resubmitted to the Contractor if the review determined it was Contractor error. The contractor shall process these mailings at no additional charge.

4. Contractor shall ensure data processing of Jury wheel records are correct and processed accordingly.

Clause B-5, Clauses Incorporated by Reference (SEPT 2010)

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 contracting officer will make their full text available. Also, the full text of a clause may be accessed electronically at this address: http://www.uscourts.gov/procurement.aspx.

Clause 2-5B, Inspection of Services (AUG 2004)

F. DELIVERABLES & PERFORMANCE

1. Contractor shall provide sample proofs. Once approved by EDPA Clerk’s Office, contractor shall print all summons materials as outlined in Task #1.

2. Contractor shall provide 10 sample summons packets for approval. Once approved by EDPA Clerk’s Office, contractor shall print all summons materials into one #10 white window envelope as described in Task #2.

3. Contractor shall pre-sort and mail summons packages within 2 business days as outlined Task 3.

4. Contractor shall print all questionnaire materials and provide sample proofs. Once approved by the EDPA Clerk’s Office, contractor shall print all questionnaire materials as outlined in Task #4.

http://www.uscourts.gov/procurement.aspx

5. Contractor shall insert all questionnaire materials into #10 windowed envelope as outlined in

Task #5.

6. Contractor shall pre-sort and mail questionnaire packages within 2 business days as outlined in

Task #6.

7. Contractor shall print all single page eJuror questionnaires and provide sample proofs. Once approved by the EDPA Clerk’s Office, contractor shall print all eJuror materials as outlined in Task #7.

8. Contractor shall insert all eJuror questionnaires as outlined in Task #8.

9. Contractor shall mail all eJuror questionnaires as outlined in Task #9.

10. Contractor shall print all Grand Jury summons materials and provide sample proofs. Once approved by the EDPA Clerk’s Office, contractor shall print all Grand Jury materials as outlined in Task #10.

11. Contractor shall insert all Grand Jury summons materials as outlined in Task #11.

12. Contractor shall mail Grand Jury summons packages as outlined in Task #12.

13. Contractor shall provide a secure system for the EDPA Clerk’s Office to provide juror information electronically. All information must be returned to the EDPA Clerk’s Office at the end of the contract.

14. Contractor shall provide a mailing schedule for EDPA Clerk’s Office which includes but not limited to submission date, quantity, and type of juror mailings.

15. Contractor shall provide a detailed invoice, including one line for summonses, one line for questionnaires, one line for eJuror, and one line for Grand Jury.

16. Contractor shall perform Jury wheel updates twice a year for EDPA Clerk’s Office.

Clause 2-60, Stop-Work Order (JAN 2010)

G. CONTRACT ADMINISTRATION DATA

Invoices should be submitted to:

2609 Courthouse 601 Market Street Philadelphia, PA 19106 Attn: May Kim

Clause 7-1, Contract Administration (JAN 2003) Clause 7-5, Contracting Officer’s Representative (APR 2013) Clause 7-125, Invoices (APR 2011) Clause 3-305, Payment by Electronic Funds Transfer – System for Award Management (SAM) Registration (APR 2013)

Clause 7-10, Contractor Representative (JAN 2003)

(a) The contractor's representative to be contacted for all contract administration matters is as follows (contractor complete the information):

Name:

Address:

Telephone:

E-mail:

Fax:

(b) The contractor's representative shall act as the central point of contact with the judiciary, shall be responsible for all contract administration issues relative to this contract, and shall have full authority to act for and legally bind the contractor on all such issues.

H. SPECIAL CONTRACT REQUIREMENTS

1. Contractor shall arrange a secured system for the EDPA Clerk’s Office to provide confidential juror information electronically.

2. The EDPA Clerk’s Office shall approve the use of any sub-contractors.

3. Contractor shall return all materials to the EDPA Clerk’s Office at the end of the contract.

Clause 1-1, Employment by the Government (JAN 2003)

I. CONTRACT CLAUSES

Clause B-5, Clauses Incorporated by Reference (SEP 2010) 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 contracting officer will make their full text available. Also, the full text of a clause may be accessed electronically at this address:

http://www.uscourts.gov/procurement.aspx.

(end)

The following clauses marked with an ‘X’ are incorporated by reference:

X 1-5 Conflict of Interest (AUG 2004) X 1-10 Gratuities of Gifts (JAN 2010) X 1-15 Disclosure of Contractor Information to the Public (AUG 2004) X 2-5A Inspection of Products (APR 2013) X 2-5B Inspection of Services (APR 2013) X 2-10 Responsibility for Products (JAN 2010) X 2-25A Delivery Terms and Contractor's Responsibilities (JAN 2003) X 2-45 Packaging and Marking (AUG 2004) X 2-55 Privacy or Security Safeguards (JAN 2003) X 2-60 Stop-Work Order (JAN 2010) X 2-70 Site Visit (JAN 2003) X 2-80 Judiciary Property (JAN 2003) X 2-85A Evaluation Inclusive of Options (JAN 2003) X 2-85B Evaluation Exclusive of Options (JAN 2003) X 2-85C Evaluation of Options Exercised at Time of Contract Award (JAN 2003) X 2-90C Option to Extend Services (APR 2013) X 2-90D Option to Extend the Term of the Contract (APR 2013) 2-110 Option to Purchase Equipment (JAN 2003)

X 2-140 Judiciary IT Security Standards (APR 2013) 3-1 Contractor Use of Mandatory Sources of Products or Services (JUN 2012)

X 3-3 Provisions, Clauses, Terms and Conditions - Small Purchases (JUN 2014) X 3-15 Place of Performance (JAN 2003) X 3-20 Certification Regarding Debarment, Suspension, Proposed Debarment, and Other

Responsibility Matters (MAR 2019) X 3-25 Protecting the Judiciary's Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment (MAR 2019) X 3-30 Certificate of Independent Price Determination (JAN 2003)

X 3-35 Covenant Against Contingent Fees (JAN 2003) X 3-40 Restrictions on Subcontractor Sales to the Judiciary (JUN 2014) X 3-45 Anti-Kickback Procedures (JUN 2012) X 3-50 Cancellation, Rescission, and Recovery of Funds for Illegal or Improper Activity (JUN

2012) X 3-55 Price or Fee Adjustment for Illegal or Improper Activity (JUN 2012) X 3-70 Determination of Responsibility (JAN 2003) X 3-85 Explanation to Prospective Offerors (AUG 2004) X 3-95 Preparation of Offers (APR 2013) X 3-100 Instructors to Offerors (APR 2013) X 3-105 Audit and Records (APR 2011) X 3-120 Order of Precedence (JAN 2003) X 3-130 Authorized Negotiators (JAN 2003) X 3-145 Payment for Overtime Premiums (JAN 2003) X 3-175 Fair Labor Standards Acts and Services Contract Act – Price Adjustment Multiple Year and Option Contracts (JUN 2012) X 3-205 Protest after Award (JAN 2003) X 3-210 Protests (JUN 2014) X 4-1 Type of Contract (JAN 2003) 4-150 Cancellation Under Multi-Year Contracts (JUN 2014)

X 3-300 Registration in the System for Award Management (SAM) (APR 2013) X 3-305 Payment by Electronic Funds Transfer – System for Award Management (SAM)

Registration (APR 2013) X 3-310 Payment by Electronic Funds Transfer – Other Than System for Award Management

(SAM) Registration (APR 2013) 6-80 Rights in Data – Existing Works (JAN 2010) 6-90 Notice and Assistance Regarding Patent and Copyright Infringement (APR 2010) 6-110 Deferred Ordering of Technical Data or Computer Software (JUN 2014)

X 7-1 Contract Administration (JAN 2003) X 7-5 Contracting Officer's Representative (APR 2013) X 7-10 Contractor Representative (JAN 2003) X 7-15 Observance of Regulations/Standards of Conduct (JAN 2003) X 7-20 Security Requirements (APR 2013) X 7-25 Indemnification (AUG 2004) X 7-30 Public Use of the Name of the Federal Judiciary (JUN 2014) 7-45 Travel (APR 2013)

X 7-55 Contractor Use of Judiciary Networks (JUN 2014) X 7-60 Judiciary-Furnished Property or Services (JAN 2003) X 7-75 Subcontracts (JAN 2003) X 7-80 Competition in Subcontracting (JAN 2003) X 7-85 Examination of Records (JAN 2003) X 7-95 Contractor Inspection Requirements (JAN 2003) X 7-100A Limitation of Liability (Products) (JAN 2003) X 7-100B Limitation of Liability (Services) (JAN 2003) X 7-110 Bankruptcy (JAN 2003) X 7-115 Availability of Funds (JAN 2003) X 7-125 Invoices (APR 2011) X 7-130 Interest (Prompt Payment) (JAN 2003) X 7-140 Discounts for Prompt Payment (JAN 2003) X 7-150 Extras (JAN 2003)

7-160 Limitation on Withholding of Payments (APR 2013) 7-170 Notice of Intent to Disallow Costs (JAN 2003) 7-180 Prohibition of Assignment of Claims (JUN 2012)

X 7-185 Changes (APR 2013) X 7-210 Payment for Emergency Closures (APR 2013) X 7-215 Notification of Ownership Changes (JAN 2003) X 7-220 Termination for Convenience of the Judiciary (Fixed-Price) (JAN 2003) X 7-230 Termination for Default (Fixed-Price – Products and Services) (JAN 2003) X 7-235 Disputes (JAN 2003)

J. LIST OF ATTACHMENTS

Below is a list of attachments included in this RFP. All packages will be submitted via e-mail followed by a hard copy sent via FedEx.

K. REPRESENTATION, CERTFICATIONS, and OTHER STATEMENTS OF OFFERERS

APPLICABLE JUDICIARY TERMS AND CONDITIONS

Provision B-1, Solicitation Provisions Incorporated by Reference (SEP 2010) This solicitation incorporates one or more solicitation provisions by reference, with the same force and effect as if they were given in full text. Upon request, the contracting officer will make their full text available. The offeror is cautioned that the listed provisions may include blocks that must be completed by the offeror and submitted with its quotation or offer. In lieu of submitting the full text of those provisions, the offeror may identify the provision by paragraph identifier and provide the appropriate information with its quotation or offer. Also, the full text of a solicitation provision may be accessed electronically at this address:

http://www.uscourts.gov/procurement.aspx.

Provision 3-5, Taxpayer Identification and Other Offeror Information (APR 2011)

(a) Definitions. "Taxpayer Identification (TIN)," as used in this provision, means the number required by the Internal Revenue Service (IRS) to be used by the offeror in reporting income tax and other returns. The TIN may be either a social security number or an employer identification number.

Item Description Location Summons Package

The Summons package is to include one 8 ½” x 11” single sided summons with perforated section on the bottom half of the page, one 8 ½” x 11” double sided information sheet, one #9 white business reply envelope and one #10 white window envelope.

Email pdf & Hard copy

Questionnaire Package

Questionnaire package is to include one 8 ½” x 11” double sided questionnaire, one 8 ½” x 11” double sided information sheet, one #9 blue business reply envelope and one #10 white window envelope.

Email pdf & Hard copy eJuror Questionnaire

This package includes one 8 ½” x 11” single sided eJuror Qualification questionnaire, one #10 windowed envelope.

Email pdf & Hard copy

Grand Jury Package

This package is to include one 8 ½” x 11” single sided Grand Jury summons with perforated section, one 8 ½” x 11” double sided information sheet, one #9 white business reply envelope and one #10 white window envelope.

Email pdf & Hard copy

(b) All offerors shall submit the information required in paragraphs (d) and (e) of this provision to comply with debt collection requirements of 31 U.S.C. §§ 7701(c) and 3325(d), reporting requirements of 26 U.S.C. §§ 6041, 6041A, and implementing regulations issued by the IRS. If the resulting contract is subject to the payment reporting requirements, the failure or refusal by the offeror to furnish the information may result in a 31 percent reduction of payments otherwise due under the contract.

(c) The TIN may be used by the government to collect and report on any delinquent amounts arising out of the offeror's relationship with the government (31 U.S.C. § 7701(c)(3)). If the resulting contract is subject to payment recording requirements, the TIN provided hereunder may be matched with IRS records to verify the accuracy of the offeror's TIN.

(d) Taxpayer Identification Number (TIN): ______________________________

[ ] TIN has been applied for.

[ ] TIN is not required, because:

[ ] Offeror is a nonresident alien, foreign corporation or foreign partnership that does not have income effectively connected with the conduct of a trade or business in the United States and does not have an office or place of business or a fiscal paying agent in the United States;

[ ] Offeror is an agency or instrumentality of a foreign government;

[ ] Offeror is an agency or instrumentality of the federal government.

(e) Type of Organization:

[ ] sole proprietorship;

[ ] partnership;

[ ] corporate entity (not tax-exempt);

[ ] corporate entity (tax-exempt);

[ ] government entity (federal, state or local);

[ ] foreign government;

[ ] international organization per 26 CFR 1.6049-4;

[ ] other

(f) Contractor representations. The offeror represents as part of its offer that it is [___], is not [___] 51% owned and the management and daily operations are controlled by one or more members of the selected socio-economic group(s) below:

[ ] Women Owned Business [ ] Minority Owned Business (if selected then one sub-type is required)

[ ] Black American Owned [ ] Hispanic American Owned [ ] Native American Owned (American Indians, Eskimos, Aleuts, or Native Hawaiians) [ ] Asian-Pacific American Owned (persons with origins from Burma, Thailand, Malaysia, Indonesia, Singapore, Brunei, Japan, China, Taiwan, Laos, Cambodia (Kampuchea), Vietnam, Korea, The Philippines, U.S. Trust Territory of the Pacific Islands (Republic of Palau), Republic of the Marshall Islands, Federated States of Micronesia, the Commonwealth of the Northern Mariana Islands, Guam, Samoa, Macao, Hong Kong, Fiji, Tonga, Kiribati, Tuvalu, or Nauru)

[ ] Subcontinent Asian (Asian-Indian) American Owned (persons with origins from India, Pakistan, Bangladesh, Sri Lanka, Bhutan, the Maldives Islands, or Nepal) [ ] Individual/concern, other than one of the preceding.

Provision 3-20, Certification Regarding Debarment, Suspension, Proposed Debarment, and Other Responsibility Matters Include the following provision as prescribed in § 330.10.30(c) (Provisions and Clauses).

Certification Regarding Debarment, Suspension, Proposed Debarment, and Other Responsibility Matters (MAR 2019) (a)(1) The offeror certifies, to the best of its knowledge and belief, that:

1. (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 the 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;

(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 paragraph (a)(1)(i)(B) of this provision;

(D)have ___, have not ___, within a three-year period preceding this offer, been notified of any delinquent federal taxes in an amount that exceeds $3,500 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.

https://jnet.ao.dcn/policy-guidance/guide-judiciary-policy/volume-14-procurement/ch-3-purchasing-methods#330_10_30c

(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 three-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).

This certification concerns a matter within the jurisdiction of an agency of the United States and the making of a false, fictitious, or fraudulent certification may render the maker subject to prosecution under 18 U.S.C. § 1001.

(b) 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.

(c) 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 nonresponsible.

(d) Nothing contained in the foregoing will 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.

(e) 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 judiciary, the contracting officer may terminate the contract resulting from this solicitation for default.

http://www.law.cornell.edu/uscode/text/11/362 https://www.law.cornell.edu/uscode/text/18/1001

Provision 3-30, Certificate of Independent Price Determination Provision 3-130, Authorized Negotiators (JAN 2003)

Authorized Negotiators (JAN 2003)

The offeror represents that the following persons are authorized to negotiate on its behalf with the judiciary in connection with this solicitation (offeror lists names, titles, and telephone numbers of the authorized negotiators).

Name:

Address:

Telephone:

E-mail:

Fax:

L. INSTRUCTIONS, CONDITIONS, NOTICES to OFFERORS

1. Request for Proposal

Use the attached Quote Sheet for a price quotation broken down by task with any supporting documentation for the price attached.

A fixed price award from this RFQ will be made based on the lowest priced, technically acceptable offer.

Proposals may be faxed or emails to the below address by 12:00pm EST, October 16th, 2023.

Hand carried proposals are to be delivered by the same time at:

U.S. District Court 2609 Courthouse

601 Market Street Philadelphia, PA 19106 Attn: May Kim Fax: (267) 299-7132 Email: May_Kim@paed.uscourts.gov

2. Written Questions Written questions concerning this RFP should be addressed to May Kim at:

U.S. District Court 2609 Courthouse 601 Market Street Philadelphia, PA 19106 Fax: (267) 299-7132 Email: May_Kim@paed.uscourts.gov

3. References Contractor shall provide a list of at least three references.

mailto:May_Kim@paed.uscourts.gov mailto:May_Kim@paed.uscourts.gov

4. Government Furnished Materials

Scantron forms may change during the life of the contract. EDPA will furnish and provide all updated Scantron forms. It will be mailed directly to contractor’s address. All obsolete Scantron forms are to be returned to the USDC.

5. Tentative Schedule for Performance and Delivery Questions Due: No Later than October 9, 2023 USDC Response to Questions: No Later than October 12, 2023 Bids Due: No Later than October 16, 2023 @12pm EST Purchase Order Award date: On or Before October 31st, 2023

M. EVALUATION FACTORS FOR AWARD

The District Court Clerk’s Office will have a review team that will determine the winning bid. This will based off the lowest priced, technically acceptable offer.

"REGISTER OF WAGE DETERMINATIONS UNDER | U.S. DEPARTMENT OF LABOR

THE SERVICE CONTRACT ACT | EMPLOYMENT STANDARDS ADMINISTRATION

By direction of the Secretary of Labor | WAGE AND HOUR DIVISION

| WASHINGTON D.C. 20210

| Wage Determination No.: 2015-4233 Daniel W. Simms Division of | Revision No.: 27 Director Wage Determinations| Date Of Last Revision: 06/30/2023

Note: Contracts subject to the Service Contract Act are generally required to pay at least the applicable minimum wage rate required under Executive Order 14026 or Executive Order 13658.

|If the contract is entered into on or |Executive Order 14026 generally applies to | |after January 30, 2022, or the |the contract. | |contract is renewed or extended (e.g., |The contractor must pay all covered workers | |an option is exercised) on or after |at least $16.20 per hour (or the applicable | |January 30, 2022: |wage rate listed on this wage determination,| | |if it is higher) for all hours spent | | |performing on the contract in 2023. | |If the contract was awarded on or |Executive Order 13658 generally applies to | |between January 1, 2015 and January 29,|the contract. | |2022, and the contract is not renewed |The contractor must pay all covered workers | |or extended on or after January 30, |at least $12.15 per hour (or the applicable | |2022: |wage rate listed on this wage determination,| | |if it is higher) for all hours spent | | |performing on the contract in 2023. |

The applicable Executive Order minimum wage rate will be adjusted annually. Additional information on contractor requirements and worker protections under the Executive Orders is available at www.dol.gov/whd/govcontracts.

State: Pennsylvania

Area: Pennsylvania Counties of Delaware, Philadelphia

**Fringe Benefits Required Follow the Occupational Listing**

OCCUPATION CODE - TITLE FOOTNOTE RATE

01000 - Administrative Support And Clerical Occupations 01011 - Accounting Clerk I 18.36 01012 - Accounting Clerk II 20.62 01013 - Accounting Clerk III 23.06 01020 - Administrative Assistant 32.88 01035 - Court Reporter 31.85 01041 - Customer Service Representative I 15.60*** 01042 - Customer Service Representative II 17.02 01043 - Customer Service Representative III 19.12 01051 - Data Entry Operator I 16.99 01052 - Data Entry Operator II 18.54 01060 - Dispatcher, Motor Vehicle 22.38 01070 - Document Preparation Clerk 18.16 01090 - Duplicating Machine Operator 18.16 01111 - General Clerk I 16.32 01112 - General Clerk II 17.81 01113 - General Clerk III 20.00

01120 - Housing Referral Assistant 24.11 01141 - Messenger Courier 16.61 01191 - Order Clerk I 16.53 01192 - Order Clerk II 18.03 01261 - Personnel Assistant (Employment) I 19.08 01262 - Personnel Assistant (Employment) II 21.34 01263 - Personnel Assistant (Employment) III 23.79 01270 - Production Control Clerk 25.02 01290 - Rental Clerk 17.19 01300 - Scheduler, Maintenance 19.30 01311 - Secretary I 19.30 01312 - Secretary II 21.84 01313 - Secretary III 24.11 01320 -…