I_01_b SF1449 -CI Medical-FINAL.pdf

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

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

1. REQUISITION NUMBER

5000201232

2. CONTRACT NO.

7. FOR SOLICITATION

INFORMATION CALL:

3. AWARD/EFFECTIVE

DATE

a. NAME

4. ORDER NUMBER 5. SOLICITATION NUMBER

2023H2-25-R-00007

b. TELEPHONE NUMBER (No collect calls)

6. SOLICITATION ISSUE

DATE8/8

8/13/2025

8. OFFER DUE DATE/

LOCAL TIME

08/27/25 12PM

9. ISSUED BY CODE 2050 10. THIS ACQUISITION IS X UNRESTRICTED OR SET ASEISDTE: % FOR:

Office of Procurement Operations-Criminal Investigations SMALL BUSINESS WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

Branch 1248 North University Drive Plantation, FL 33322 Attn: Diana Vitenko Tel: +1 510-907-5083 Email: diana.vitenko2@irs.gov

HUBZONE SMALL

BUSINESS

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

SMALL BUSINESS PROGRAM

EDWOSB

8 (A)

NAICS:

621111

SIZE STANDARD:

11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

12. DISCOUNT TERMS

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13b. RATING

14. METHOD OF SOLICITATION

RFQ IFB X RFP

15. DELIVER TO

See Attached Delivery Schedule

CODE 16. ADMINISTERED BY CODE

Diana Vitenko diana.vitenko2@irs.gov

17a. CONTRACTOR/

OFFEROR

CODE FACILITY

CODE

18a. PAYMENT WILL BE MADE BY CODE

Electronic Invoicing: IRS accepts valid invoices via email at https://www.ipp.gov

TELEPHONE NO.

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

OFFER BELOW IS CHECKED

SEE ADDENDUM

X27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA ARE NOT ATTACHED

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

29. AWARD OF CONTRACT: REF. OFFER

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

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED

DATED . . YOUR OFFER ON SOLICITATION

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

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

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

08/12/2025

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

Denise Alvarez 30c. DATE SIGNED

XARE

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

See Attached Schedule(s)

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

25. ACCOUNTING AND APPROPRIATION DATA

See Attached Schedule(s)

26. TOTAL AWARD AMOUNT (For Govt. Use Only) mailto:diana.vitenko2@irs.gov mailto:diana.vitenko2@irs.gov http://www.ipp.gov/

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELPHONE NUMBER OF AUTHORZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

36. PAYMENT

COMPLETE PARTIAL FINAL

37. CHECK NUMBER

PARTIAL FINAL

38. S/R ACCOUNT NO. 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT 42a. RECEIVED BY (Print)

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

STANDARD FORM 1449 (REV. 2/2012) BACK

SPECIAL INSTRUCTIONS TO BIDDER:

Bidder shall submit Q & A Attachment to the Contracting Officer by August 20, 2025 8:00am (EAST COAST TIME). Q & A attachments must be emailed to: Diana.Vitenko2@irs.gov

PART I

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

0001 621111 Applicant Screening Applicant Screening - POP:

10/01/2025-09/30/2026

1.000 JB

0002 621111

Incumbent Annual Screening Incumbent Annual Screening - POP:

10/01/2025 - 09/30/2026

1.000 JB

0003 621111

Fitness For Duty Exam and/or IME Fitness For Duty Exam and/or Independent Medical Exam

- POP: 10/01/2025 -

09/30/2026

1.000 JB

0004 621111

Reviewing Medical Officer Svcs Reviewing Medical Officer Services Hourly Rates - POP: 10/01/2025 - 09/30/2026

1.000 JB

0005 621111 Immunizations Immunizations - POP:

10/01/2025 - 09/30/2026

1.000 JB

0006 621111

Breath Alcohol Testing Breath Alcohol Testing -

POP: 10/01/2025 -

09/30/2026

1.000 JB

0007 621111

Miscellaneous Program (MSC) Miscellaneous Program (MSC) - POP:

10/01/2025 - 09/30/2026

1.000 JB

0008 621111

General Travel (MSC) General Travel (MSC) -

POP: 10/01/2025 -

09/30/2026

1.000 JB

0009 621111

Other Direct Costs (MSC) Other Direct Costs (MSC) -

POP: 10/01/2025 -

09/30/2026

1.000 JB

1001 621111

OY1 - Applicant Screening OY1 - Applicant Screening

- POP: 10/01/2026 -

09/30/2027

1.000 JB

1002 621111 OY1 - Incumbent Annual Screening OY1 - Incumbent 1.000 JB

Annual Screening - POP:

10/01/2026 - 09/30/2027

621111

OY1 - Fitness For Duty Exam and/or IME OY1 - Fitness For Duty Exam and/or Independent Medical Exam - POP: 10/01/2026 - 09/30/2027

1.000

JB

OY1 - Reviewing Medical Officer Svcs OY1 - Reviewing Medical Officer Services Hourly Rates -

POP: 10/01/2026 -

OY1 - Immunizations OY1

- Immunizations - POP:

OY1 - Breath Alcohol Testing OY1 - Breath Alcohol Testing - POP:

OY1 - Miscellaneous Program (MSC) OY1 - Miscellaneous Program

(MSC) - POP: 10/01/2026 -

OY1 - General Travel (MSC) OY1 - General Travel (MSC) - POP:

OY1 - Other Direct Costs (MSC) OY1 - Other Direct Costs (MSC) - POP:

OY2 - Applicant Screening OY2 - Applicant Screening

- POP: 10/01/2027 -

09/30/2028

OY2 - Incumbent Annual Screening OY2 - Incumbent Annual Screening - POP:

10/01/2027 - 09/30/2028

OY2 - Fitness For Duty Exam and/or IME OY2 - Fitness For Duty Exam and/or Independent Medical Exam - POP: 10/01/2027 -

OY2 - Reviewing Medical Officer Svcs OY2 - Reviewing Medical Officer Services Hourly Rates -

POP: 10/01/2027 -

2005 621111 OY2 - Immunizations OY2 1.000 JB

- Immunizations - POP:

10/01/2027 - 09/30/2028

2006 621111

OY2 - Breath Alcohol Testing OY2 - Breath Alcohol Testing - POP:

10/01/2027 - 09/30/2028

1.000 JB

2007 621111

OY2 - Miscellaneous Program (MSC) OY2 - Miscellaneous Program

(MSC) - POP: 10/01/2027 -

09/30/2028

1.000 JB

2008 621111

OY2 - General Travel (MSC) OY2 - General Travel (MSC) - POP:

10/01/2027 - 09/30/2028

1.000 JB

2009 621111

OY2 - Other Direct Costs (MSC) OY2 - Other Direct Costs (MSC) - POP:

10/01/2027 - 09/30/2028

1.000 JB

3001 621111

OY3 - Applicant Screening OY3 - Applicant Screening

- POP: 10/01/2028 -

09/30/2029

1.000 JB

3002 621111

OY3 - Incumbent Annual Screening OY3 - Incumbent Annual Screening - POP:

10/01/2028 - 09/30/2029

1.000 JB

3003 621111

OY3 - Fitness For Duty Exam and/or IME OY3 - Fitness For Duty Exam and/or Independent Medical Exam - POP: 10/01/2028 - 09/30/2029

1.000 JB

3004 621111

OY3 - Reviewing Medical Officer Svcs OY3 - Reviewing Medical Officer Services Hourly Rates -

POP: 10/01/2028 -

09/30/2029

1.000 JB

3005 621111 OY3 - Immunizations OY3

- Immunizations - POP:

10/01/2028 - 09/30/2029

1.000 JB

3006 621111

OY3 - Breath Alcohol Testing OY3 - Breath Alcohol Testing - POP:

10/01/2028 - 09/30/2029

1.000 JB

3007 621111

OY3 - Miscellaneous Program (MSC) OY3 - Miscellaneous Program

(MSC) - POP: 10/01/2028 -

09/30/2029

1.000 JB

3008 621111

OY3 - General Travel (MSC) OY3 - General Travel (MSC) - POP:

10/01/2028 - 09/30/2029

1.000 JB

3009 621111

OY3 - Other Direct Costs (MSC) OY3 - Other Direct Costs (MSC) - POP:

10/01/2028 - 09/30/2029

1.000 JB

4001 621111

OY4 - Applicant Screening OY4 - Applicant Screening

- POP: 10/01/2029 -

09/30/2030

1.000 JB

4002 621111

OY4 - Incumbent Annual Screening OY4 - Incumbent Annual Screening - POP:

10/01/2029 - 09/30/2030

1.000 JB

4003 621111

OY4 - Fitness For Duty Exam and/or IME OY4 - Fitness For Duty Exam and/or Independent Medical Exam - POP: 10/01/2029 - 09/30/2030

1.000 JB

4004 621111

OY4 - Reviewing Medical Officer Svcs OY4 - Reviewing Medical Officer Services Hourly Rates -

POP: 10/01/2029 -

09/30/2030

1.000 JB

4005 621111 OY4 - Immunizations OY4

- Immunizations - POP:

10/01/2029 - 09/30/2030

1.000 JB

4006 621111

OY4 - Breath Alcohol Testing OY4 - Breath Alcohol Testing - POP:

10/01/2029 - 09/30/2030

1.000 JB

4007 621111

OY4 - Miscellaneous Program (MSC) OY4 - Miscellaneous Program

(MSC) - POP: 10/01/2029 -

09/30/2030

1.000 JB

4008 621111

OY4 - General Travel (MSC) OY4 - General Travel (MSC) - POP:

10/01/2029 - 09/30/2030

1.000 JB

4009 621111

OY4 - Other Direct Costs (MSC) OY4 - Other Direct Costs (MSC) - POP:

10/01/2029 - 09/30/2030

1.000 JB

Delivery Schedule Delivery Address Item No. QTY Delivery Date

IRS Internal Revenue Service

ALUS

0001 1.000 09/30/2026

IRS Internal Revenue Service

ALUS

0002 1.000 09/30/2026

IRS Internal Revenue Service

ALUS

0003 1.000 09/30/2026

IRS Internal Revenue Service

ALUS

0004 1.000 09/30/2026

IRS Internal Revenue Service

ALUS

0005 1.000 09/30/2026

IRS Internal Revenue Service

ALUS

0006 1.000 09/30/2026

IRS Internal Revenue Service

ALUS

0007 1.000 09/30/2026

IRS Internal Revenue Service

ALUS

0008 1.000 09/30/2026

IRS Internal Revenue Service

ALUS

0009 1.000 09/30/2026

IRS Internal Revenue Service

ALUS

1001 1.000 09/30/2027

IRS Internal Revenue Service

ALUS

1002 1.000 09/30/2027

IRS Internal Revenue Service

ALUS

1003 1.000 09/30/2027

IRS Internal Revenue Service

ALUS

1004 1.000 09/30/2027

IRS Internal Revenue Service

ALUS

1005 1.000 09/30/2027

IRS Internal Revenue Service

ALUS

1006 1.000 09/30/2027

IRS Internal Revenue Service

ALUS

1008 1.000 09/30/2027

ALUS

2002 1.000 09/30/2028

09/30/2029

ALUS

3004 1.000 09/30/2029

IRS Internal Revenue Service 3007 1.000 09/30/2029

IRS Internal Revenue Service

ALUS

3008 1.000 09/30/2029

IRS Internal Revenue Service

ALUS

3009 1.000 09/30/2029

IRS Internal Revenue Service

ALUS

4001 1.000 09/30/2030

IRS Internal Revenue Service

ALUS

4002 1.000 09/30/2030

IRS Internal Revenue Service

ALUS

4003 1.000 09/30/2030

IRS Internal Revenue Service

ALUS

4004 1.000 09/30/2030

IRS Internal Revenue Service

ALUS

4005 1.000 09/30/2030

IRS Internal Revenue Service

ALUS

4006 1.000 09/30/2030

IRS Internal Revenue Service

ALUS

4007 1.000 09/30/2030

IRS Internal Revenue Service

ALUS

4008 1.000 09/30/2030

IRS Internal Revenue Service

4009 1.000 09/30/2030

Internal Revenue Service (IRS)

CRIMINAL INVESTIGATION MEDICAL SERVICES

Request for Proposal (RFP)

2023H2-25-R-00007

Due Date for Proposals: 8/27/2025

Table of Contents

Section I – Page 12 – Overview

Section II – Page 14 – General and Administrative Information

Section III – Page 17 – Evaluation Criteria and Instructions to Quoters

Section IV – Page 28– Performance Work Statement (PWS)

Section V – Page 50 – Provisions and Clauses

Section I – Overview

The IRS is competitively soliciting Request for Proposals for a Firm-Fixed Price, Four-Year Indefinite Delivery Indefinite Quantity Contract as a single award. The anticipated contract will consist of a one-year base period and (4) four one-year option periods. Obligation of funds and specific quantities will be ordered through individual task orders.

This acquisition will be based on full and open competition among all sources responding to the Request for Proposals (RFP) advertised in the Federal Business Opportunities (FBO)/SAM.gov. The Request for Proposal (RFP) will be solicited under The North American Industry Classification Code System (NAICS) code is 621111 Offices of Physicians (except Mental Health Specialists) and the small business size standard is $16 million. This competitive solicitation is being issued as Unrestricted and will be conducted in accordance with FAR 16 Indefinite Delivery Indefinite Quantity.

Contractor is required to be actively in the System for Award Management (SAM).

Contractor proposal may be considered non-compliant and rejected if the Contracting Officer is unable to verify active registration status.

1. Authority

Pursuant to FAR 16, a single IDIQ order will be awarded to a single contractor as a result of this Request for Proposal (RFP).

2. Period of Performance

The period of performance for this contract includes a 12-month base period and four (4) 12- month options. The anticipated period of performance for the base period will be October 1, 2025, thru September 30, 2030, with the four (4) option years as follows:

Option Year One: October 1, 2026 – September 30, 2027 Option Year Two: October 1, 2027 – September 30, 2028 Option Year Three: October 1, 2028 – September 30, 2029 Option Year Four: October 1, 2029 – September 30, 2030

3. Place of Performance

IRS-CI is seeking a medical contractor to provide medical services for applicant and incumbent special agents (“incumbents”) across the United States and Puerto Rico

4. Order Type

The order will be Firm Fixed Price (FFP).

5. Acquisition Regulations

This RFP and incorporated provisions and clauses are those in effect through Federal Acquisition Circular (FAC) 2025-01, Department of Treasury Acquisition Regulation (DTAR) 3/11/2021 edition, and the IRS Acquisition Policy effective 2/15/2025.

Section II - General and Administrative Information

1. Contracting Officer (CO) and Contract Specialist (CS)

(a) The CO is the only person authorized to approve changes to or modify any of the requirements under the order. In the event the Contractor effects any such change at the direction of any person other than the CO, the change will be considered to have been made without authority and no adjustment will be made in the contract price to cover any expenses incurred as a result thereof.

CO is:

Name:

Email:

Phone:

CS is:

Name:

Email:

Phone:

Denise Alvarez

Denise.Alvarez@irs.gov

Diana Vitenko

Diana.vitenko2@irs.gov

(510) 907-5083 mailto:Joseph.A.Varoz@irs.gov mailto:Diana.vitenko2@irs.gov

2. Contracting Officer Representative (COR)

The COR has responsibility for receipt and acceptance of the contract-level deliverables and reports and past performance reporting for the contract. The COR supports the CO and PM in the general management of the program.

Name: Charlotte L Garcia

Email: charlotte.garcia@ci.irs.gov

3. Unauthorized Work

The Contractor is not authorized at any time to commence Order performance prior to the issuance of a signed Order or other written approval provided by the CO to begin work.

4. Invoicing Notification and Support Documentation

The Contractor shall invoice in accordance with the Pricing Schedule agreed upon in the awarded Order. The Contractor shall submit payment requests and receiving reports using IPP Invoicing, Receipt, and Acceptance application which is a secure Government web-based system for electronic invoicing, receipt, and acceptance. The Contractor shall include all supporting documentation to the invoice in IPP. When requested by the COR, the Contractor shall directly provide a soft copy of the invoice and any supporting invoice documentation directly to the COR within 24 hours of request to assist in validating the invoiced amount against the products/services provided during the billing cycle.

5. Advertisements, Publicizing Awards and News Releases

Under no circumstances shall the Contractor, or anyone acting on behalf of the Contractor, refer to the supplies, services, or equipment furnished pursuant to the provisions of this contract in any publicity/ news release or commercial advertising without first obtaining explicit written consent to do so from the Contracting Officer. This restriction does not apply to marketing materials developed for presentation to potential government customers of this contract vehicle.

mailto:charlotte.garcia@ci.irs.gov

The Contractor agrees not to refer to awards in commercial advertising in such a manner as to state or imply that the product or service provided is endorsed or preferred by the Federal Government or is considered by the Government to be superior to other products or services.

6. Contract Administration

The Contracting Officer, in accordance with FAR Subpart 1.6, is the only individual authorized to enter into, administer, and terminate work under this contract. Notwithstanding any clauses contained elsewhere in this contract, this said authority remains solely with the Contracting Officer. In the event the Contractor makes any changes at the direction 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 cost incurred as a result thereof.

Section III – Evaluation Criteria and Instructions for Proposals

EVALUATION PLAN

RFQ Number 2023H2-25-R-00007

IRS Criminal Investigation Medical Services

I. INTRODUCTION

This Price and Technical Evaluation Plan (TEP) is to establish the procedures and factors for evaluation of proposals for the Internal Revenue Service (IRS). The plan was developed in accordance with FAR Part

16.5. The selection of the winning Contractor for this acquisition will be performed on a best value, trade-off basis with technical considerations (Technical Approach and Management Approach and Key Personnel) being more important than price. The Government is more concerned with obtaining superior technical capability than making an award at the lowest priced offer. The importance of price may increase as the difference in technical proposals decreases.

**** INSTRUCTIONS FOR Q & A ATTACHMENT

SPECIAL INSTRUCTIONS TO BIDDER:

Bidder shall submit Q & A Attachment to the Contracting Officer by August 20, 2025 8:00am (EAST COAST TIME). Q & A attachments must be emailed to: Diana.Vitenko2@irs.gov

II. Evaluation Process

a. General – TEC members will evaluate each proposal in accordance with the evaluation factors for award as stated in the solicitation and will consider only those items that are included in the offeror’s response and the information related to the evaluation factors.

b. Rating Methodology — The following methodology will be used in evaluating proposals under RFP Number 2023H2-25-R-00007 entitled, “Criminal Investigation Medical Services.”

(1) The evaluation will use an adjectival rating system detailed in the Evaluation Instructions Adjectival rating standards have been established for the purpose of using the same set of values used by all evaluators in arriving at their independent judgments. TEP members will each individually arrive at ratings without consulting the panel and later create consensus ratings.

(2) The assignment of adjectival scores establishes the relative rank of that proposal with respect to determining which offer is most advantageous to the government. All evaluators must remember, however, that assignment of an adjectival rating is a guide only. The underlying rationale for the rankings must be presented in the evaluation report and ultimately to the unsuccessful offerors.

(3) The adjectival ratings are: EXCELLENT, GOOD, SATISFACTORY, MARGINAL, and UNSATISFACTORY. Evaluators will assess the information provided by the offeror’s technical proposal and assign an adjectival rating for each evaluation factor. Each adjectival rating must be supported by a narrative evaluation signed by the team, which discusses strengths and weaknesses that were considered in the rating.

(4) Technical Evaluation Report – The technical evaluation report is an analysis of all quotations based on the evaluation factors in the RFQ. All members of the evaluation panel will individually complete a Technical Evaluation Individual Worksheet (Attachment 1). At the conclusion of the evaluation, the TEC will document its findings in the Technical Evaluation Report. The report shall include a narrative summary of facts and findings

The report must include:

(i) Group Consensus Ratings for each quotation.

(ii) Adjectival ratings for all technical evaluation factors for each quotation, and

(iii) A detailed narrative for each quotation discussing the deficiencies, strengths, weaknesses and risks with respect to each evaluation factor.

(5) Price Evaluation

(1) Price analysis will be used to evaluate the price factor.

(2) (2) The IRS will select an offeror for award on the basis of best value by using a trade-off of technical ratings and price.

(3) Cost/Price will be evaluated by the CO

c. Award - The selection of the winning Contractor for this acquisition will be performed on a best value, trade-off basis with technical considerations (Technical Approach and Management Approach and Key Personnel) being more important than price. The Government is more concerned with obtaining superior technical capability than making an award at the lowest priced offer. The importance of price may increase as the difference in technical proposals decreases. Award will be made to the Offeror whose proposal is determined to provide the “best value” to the Government. This process permits tradeoffs among cost or price and non-cost factors and allows the Government to award to other than the lowest priced proposal or other than the highest technically rated Offeror.

III. Evaluation Criteria

Proposals will be evaluated under three (3) factors. Factors 1-2 are listed in descending order of importance. The selection of the winning Contractor for this acquisition will be performed on a best value, trade-off basis with technical considerations (Technical Approach and Management Approach and Key Personnel being more important than price.

Factor 1: Technical Approach

Factor 2: Management Approach and Key Personnel

Factor 3: Price

Members of the TEC will be evaluating the following technical factors:

Factor 1: Technical Approach

Factor 2: Management Approach and Key Personnel

The Contracting Officer will evaluate the following factors with input from the TEC:

Factor 3: Price

Factor 1 - Technical Approach

Technical Approach will be assessed on the offeror’s ability to demonstrate a clear understanding of the work to be performed. The proposed technical solution shall demonstrate the Offeror’s ability to successfully execute their approach to this acquisition as cited in the Performance Work Statement (PWS). The offeror’s proposal shall outline an effective, efficient, achievable approach for accomplishing the work to be performed by this task order within the timeline specified by the performance periods.

Factor 2 – Management Approach and Key Personnel

The Government will evaluate the Contractor’s task order key personnel and staffing plan to the required support of the PWS. The Government will evaluate the following:

Staffing Plan – The Government shall evaluate the staffing plan based on relevant experience, skill mix and core responsibilities for the staff proposed for each Task. Proposal clearly defines and describes proposed staffing levels by Task.

Availability of Staff - The IRS will evaluate the Contractor’s proposal to ensure adequate Contractor staff resources are available to handle ad hoc meetings, answer questions, provide clarification and other deliverables as needed.

Key Personnel Roles - The Contractor’s proposal on key staffing projection to fulfill technical ability to successfully execute daily operations. The Government will evaluate the Contractor’s resumes for key personnel roles in their proposal.

Factor 3: Price

For purposes of evaluation, the total evaluated price shall include the base period (including pricing for each task), all optional tasks, option periods, to include the option under FAR 52.217-8, travel, and all other costs or prices, as applicable. Price will be evaluated but will not be assigned an adjectival rating.

The Government will evaluate the price proposal to determine if the total evaluated price is fair and reasonable, reflects a clear understanding of the requirements, and is consistent with the Offeror’s technical proposal.

The Government may use various price analysis techniques and procedures to ensure a fair and reasonable price. Examples of such techniques include but are not limited to a comparison of proposed prices received in response to the solicitation.

The Government will evaluate proposals for award purposes by adding the total price for all options to the total price for the basic requirement. The Government may determine that an offer is unacceptable if the option prices are significantly unbalanced. Evaluation of options shall not obligate the Government to exercise the options.

Note: Evaluation of the option under FAR 52.217-8, Option to Extend Services, will be accomplished by using the pricing offered for the last option period.

IV. RATINGS

During the evaluation of each proposal, the Government will assign each evaluation factor an adjectival rating as indicated below. Ratings will focus on the strengths, weaknesses, and deficiencies of responses to each evaluation factor.

Significant Strength: An attribute in the quotation that exceeds the requirement and is very likely to lead or contribute to successful contract performance.

Strength: An attribute in the quotation that exceeds the requirement and is likely to lead or contribute to successful contract performance.

Weakness: A flaw in the quotation that increases the risk of unsuccessful contract performance.

Significant Weakness: A flaw in the quotation that significantly increases the risk of unsuccessful contract performance.

Deficiency: A material failure of an offer to meet a government requirement or a combination of weaknesses or significant weaknesses in an offer that increases the risk of unsuccessful contract performance to an unacceptable level.

Rating Definitions for Technical Approach and Management Approach and Key Personnel Factors

Excellent

The proposal meets all requirements and exceeds several. The proposal contains several strengths or significant strengths, which indicate proven capabilities that will substantially benefit the Government. The proposal may contain weaknesses that do not require discussions. The proposal contains no significant weaknesses or deficiencies. Collectively, the strengths greatly offset the weaknesses. Based on the information provided, the contractor demonstrates an exceptional understanding of the services required to exceed most contract requirements. No more than a very low risk of unsuccessful performance.

Good

The proposal meets all requirements and exceeds at least one. The proposal contains one or more strengths or significant strengths, which indicate proven capabilities that will benefit the Government. The proposal may contain weaknesses that do not require discussions.

The proposal contains no significant weaknesses or deficiencies. Collectively, the strengths offset the weaknesses. Based on the information provided, the contractor demonstrates a good understanding of the services required to exceed some contract requirements. No more than a low risk of unsuccessful performance.

Satisfactory

The proposal meets all requirements. The proposal may contain at least one strength or significant strength. The proposal may contain some weaknesses that will not prevent completion of the contract. The proposal contains no deficiencies. Collectively, strengths and weaknesses are balanced. Based on the information provided, the contractor demonstrates a satisfactory level of understanding of the services required to meet contract requirements. No more than a moderate risk of unsuccessful performance.

Marginal

The proposal outlines a marginally achievable approach for meeting the requirements as defined in the PWS. The proposal’s weaknesses outweigh any strengths. The proposal contains no deficiencies.

Based on the information provided, the contractor demonstrates a marginal level of understanding of the services required to meet contract requirements.

The risk of unsuccessful contract performance is moderate to high.

Unsatisfactory

The proposal fails to address or meet all the requirements. The proposal has at least one deficiency or multiple significant weaknesses. Based on the information provided, the contractor does not understand the requirement or the scope of work necessary; and/or the proposal presents unacceptably high risk of unsuccessful performance.

An unsatisfactory rating for any factor will render the entire proposal unsatisfactory.

V. SAFEGUARDING INFORMATION

After receipt of proposals, none of the information contained in them or concern with the price, or identity of the offerors shall be made available to the public or to anyone at the IRS who has not signed a non-disclosure form. Proper care to protect all proposal evaluation data shall be exercised. During the evaluation process, approval by the Contracting Officer shall be obtained prior to release of any information concerning the evaluation.

Retention of Documentation

The final report will become part of the OFFICIAL CONTRACT FILE. Your input will be used in the selection of an offeror for award of a contract and debriefing to unsuccessful offerors if requested.

Notification

Notification to unsuccessful offerors shall be accomplished in accordance with FAR Part 16.505.

VI. TECHNICAL PROPOSAL INSTRUCTIONS TO OFFERORS

No pricing information shall be included in the Technical Volume. The Technical Volume must support the pricing submitted in the Price Proposal. Supporting information such as resumes will be excluded from the page limit count.

The Technical Volume shall consist of the following:

1. Executive Summary - No Page Limit

2. Technical Approach - Limited to 20 Pages

3. Management Approach - Limited to 10 Pages (Resumes not included in page limitation)

Executive Summary

Identify points of contact authorized to negotiate along with your DUNS number. Include acknowledgement of all amendments, a concise narrative summary of the entire proposal, including significant risks, and a highlight of any key or unique features, excluding Price. The salient features shall tie in with the evaluation factors. Any summary material presented here shall not be considered as meeting the requirements for any portion(s) of other volumes of the proposal.

Technical Approach

The offeror shall submit a proposal that demonstrates their technical approach to accomplishing the work to be performed, as described in the Performance Work Statement (PWS), within the timeline specified by either performance periods or documented in a deliverable schedule. The technical approach shall also demonstrate an offeror’s understanding of the work to be performed and their ability to successfully execute their approach.

Management Approach and Key Personnel The Offeror shall submit documentation of their management approach to effectively manage the project schedule, project efficiencies, deliverables, and key personnel. The offeror shall also document their approach to effectively staff the project and manage all resources assigned to the task order in support of the PWS. The Offerors shall propose:

A Staffing Plan based on their interpretation of the requirement and that demonstrates a sound approach to recruiting, training, and retaining qualified/secured personnel.

The staffing plan shall sufficiently ensure the proposed key personnel possess the capabilities and expertise to provide the services identified in the PWS.

VII. EVALUATION RATINGS

During the evaluation of each quotation, the Government will assign each evaluation factor an adjectival rating as indicated below. Ratings will focus on the evaluated strengths, weaknesses, and deficiencies of responses to each evaluation factor.

Rating Definitions For: Technical Approach and Management Approach & Key Personnel Factors:

Excellent

The proposal meets all requirements and exceeds several. The proposal contains several strengths or significant strengths, which indicate proven capabilities that will substantially benefit the Government. The proposal may contain weaknesses that do not require discussions. The proposal contains no significant weaknesses or deficiencies. Collectively, the strengths greatly offset the weaknesses. Based on the information provided, the contractor demonstrates an exceptional understanding of the services required to exceed most contract requirements. No more than a very low risk of unsuccessful performance.

Good

The proposal meets all requirements and exceeds at least one. The proposal contains one or more strengths or significant strengths, which indicate proven capabilities that will benefit the Government. The proposal may contain weaknesses that do not require discussions. The proposal contains no significant weaknesses or deficiencies. Collectively, the strengths offset the weaknesses. Based on the information provided, the contractor demonstrates a good understanding of the services required to exceed some contract requirements. No more than a low risk of unsuccessful performance.

Satisfactory

The proposal meets all requirements. The proposal may contain at least one strength or significant strength. The proposal may contain some weaknesses that will not prevent completion of the contract. The proposal contains no deficiencies. Collectively, strengths and weaknesses are balanced. Based on the information provided, the contractor demonstrates a satisfactory level of understanding of the services required to meet contract requirements. No more than a moderate risk of unsuccessful performance.

Marginal

The proposal outlines a marginally achievable approach for meeting the requirements as defined in the PWS. The proposal’s weaknesses outweigh any strengths. The proposal contains no deficiencies.

Based on the information provided, the contractor demonstrates a marginal level of understanding of the services required to meet contract requirements. The risk of unsuccessful contract performance is moderate to high.

Unsatisfactory

The proposal fails to address or meet all the requirements. The proposal has at least one deficiency or multiple significant weaknesses. Based on the information provided, the contractor does not understand the requirement or the scope of work necessary; and/or the proposal presents unacceptably high risk of unsuccessful performance.

An unsatisfactory rating for any factor will render the entire proposal unsatisfactory.

Section IV – Performance Work Statement

CRIMINAL INVESTIGATION MEDICAL SERVICES

1.0 BACKGROUND

Special agents are duly sworn federal law enforcement officers who possess accounting expertise and specialized skills to investigate complex financial crimes. Agents must be able to safely operate a firearm, handle long hours, and handle stressful, dangerous, and potentially violent situations. Special agents investigate and assist in prosecuting individuals for tax and other financial crimes, such as money laundering, currency violations, narcotics trafficking, organized crime, and fraud.

Since the duties of these positions are exacting and involve the responsibility for the safety of others under potentially dangerous and stressful conditions, all applicants and incumbents must possess physical, emotional, and mental stability.

Therefore, all applicants and incumbents must meet the medical standards outlined in the Treasury Enforcement Agent (TEA) medical qualification standards approved by the Office of Personnel Management (OPM) -https://www.opm.gov/policy-data-oversight/classification-qualifications/general-schedule-qualification-standards/1800/criminal-investigator-treasury-enforcement-agent-1811/

2.0 OBJECTIVES

The IRS-Criminal Investigation (CI) is seeking a medical contractor to provide medical services for applicant and incumbent special agents (“incumbents”) across the United States, Guam, the Virgin Islands, and Puerto Rico. The Contractor will be required to evaluate applicants and student trainees to determine if they meet the TEA medical qualification standards. The Contractor will, also, conduct annual reviews of mandatory health history questionnaires (HHQ) for incumbents and advise if they continue to meet the TEA medical qualification standards, can safely carry out law enforcement duties, and participate in the Physical Fitness Program (PFP).

https://www.opm.gov/policy-data-oversight/classification-qualifications/general-schedule-qualification-standards/1800/criminal-investigator-treasury-enforcement-agent-1811/ https://www.opm.gov/policy-data-oversight/classification-qualifications/general-schedule-qualification-standards/1800/criminal-investigator-treasury-enforcement-agent-1811/ https://www.opm.gov/policy-data-oversight/classification-qualifications/general-schedule-qualification-standards/1800/criminal-investigator-treasury-enforcement-agent-1811/

The Contractor shall provide a Reviewing Medical Officer (RMO) who is a medical doctor with experience in exercising perceptive judgment in applying agency medical standards. The RMO must also have experience in interpreting and evaluating exam results and other medical information to offer medical clearance recommendations related to law enforcement personnel. This experience must include making medical clearance recommendations for reported medical or psychological conditions, medications, or injuries, or when an incumbent returns to duty after recovering from a medical or psychological condition or injury. The RMO may make recommendations regarding fitness for duty examinations and/or Independent Medical Evaluations (IME) to advise if a condition or injury precludes safe performance of law enforcement duties.

The Contractor will ensure incumbents and applicants receive the appropriate tests necessary to make medical recommendations.

The Contractor shall provide the necessary facilities, staff, materials and equipment to administer a medical review program, assist IRS-CI with the development of new policies and programs, and continue current policies and programs. The Contractor may sub-contract medical specialists as needed. The Contractor will work with IRS-CI personnel to update procedures, forms, and reports as needed to reflect changes in IRS- CI medical policies.

3.0 RESOURCE REQUIREMENTS

The Contractor shall be required to demonstrate the following evidence of experience and resources:

3.1 Medical Resources

(a) The Contractor shall have an existing, fully operational organization of full or part-time staff, contract physicians, physician’s assistants, or nurse practitioners in all exam locations.

(b) The Contractor must be able to perform all phases of the medical exam at facilities located within 50 miles of an IRS office.

(c) Each location shall have laboratory facilities conveniently located within or near their medical facility and shall have access to providers in audiometric testing and ophthalmology.

(d) The Contractor shall ensure all facilities provide quality care and are knowledgeable and capable of accurately performing the full medical exams. Facility personnel are expected to be proficient at performing the services requested in a timely and professional manner. The facilities are expected to have a sanitary environment and be located in safe areas.

(e) The Contractor will not use facilities that provide walk-in services only.

(f) The Contractor shall have sufficient full-time medical staff to supervise and audit the providers and facilities and maintain a system for quality control. This staff shall include, at a minimum, physicians that are Board Certified in Internal medicine and/or Occupational Medicine, with the ability to exercise perceptive judgment when applying agency medical standards.

3.2 Central Administration and Records

(a) The Contractor shall use technology and processes consistent with Internal Revenue Manual Part 10, at: https://www.irs.gov/irm/part10, to safeguard, transmit, and store IRS employee information related to this contract. Access will be made available to those users identified by IRS-CI.

(b) The Contractor shall maintain and store hard copy applicant/incumbent examination/medical records and have appropriate facilities to safeguard these records for the life of the contract.

(c) Within 60 calendar days of an option renewal and/or contract award, the contractor shall forward all files of separated employees to the Federal Records Center (FRC) in Lenexa, Kansas. The contractor shall retire and ship files in standard FRC IRS approved boxes and sleeves. The contractor shall record file information on SF 135 Records Transmittal and Receipt and include this form in the shipment. The contractor shall also provide a listing of employee files contained in each box in an electronic format. The electronic listing will be alphabetical and will include Name, SEID, and Birthdate of each employee.

(d) The Contractor shall have operating procedures that allow for secure and effective communication between the exam locations, the Contractor’s staff, and IRS personnel as designated by the IRS-CI Medical Program COR.

https://www.irs.gov/irm/part10

(e) The Contractor shall provide a secure database to track exam status, HHQ completion status, and medical clearance recommendations.

(f) The Contractor shall provide a secure electronic process to request applicant exams.

(g) Agency personnel shall have access to the Contractor’s tracking database as delineated by the CI Medical Program COR.

(h) The Contractor shall not breach the confidential nature of the medical records generated under this contract.

3.3 Key Personnel

The Contractor and all key personnel must demonstrate in-depth knowledge and expertise in occupational medicine related to the safe performance of law enforcement duties. The Contractor shall ensure medical qualification standard consistency and program compliance through internal standard operating procedures.

The positions listed below are designated as Key Personnel. Candidates filling these positions must meet the minimum qualifications and have demonstrated the ability to perform the following duties:

The Reviewing Medical Officer (RMO) - Must be a Board-Certified Internist, or a Physician, Board Certified in Emergency Medicine or Occupational Medicine, with knowledge of IRS-CI federal law enforcement medical requirements. In addition, the RMO must demonstrate the ability to render a medical clearance recommendation regarding whether the examinee is able to safely carry out law enforcement duties, respond appropriately in dangerous situations, safely access a firearm 24 hours a day, 7 days a week, drive a government-owned vehicle, and participate in the physical fitness program. The RMO will also advise the IRS-CI after reviewing applicant or incumbent medical documentation resulting from the following common situations:

• Conditions that pose a safety risk while carrying out law enforcement duties and participating in the physical fitness program;

• Requests for extended sick leave;

• Requests for leave without pay due to a medical condition;

• Workers’ Compensation cases;

• Disability claims;

• Use of a medical condition as a defense against administrative actions.

(b) Program Manager – shall have the authority to make cost, technical, hiring and dismissal decisions, or special arrangement as deemed necessary. The Program Manager shall be responsible for the overall management and coordination of this contract and shall act as the central point of contact with the government.

The Program Manager shall have full authority to act for the contractor in the performance of the required services. The Program Manager, or a designated representative, shall meet with the Contracting Officer’s

Representative (COR) or IRS-CI Medical Program Manager to discuss problem areas as they occur. The Program Manager or designated representative shall respond within four hours after notification of the existence of a problem. The Program Manager shall be able to fluently read, write, and speak the English language.

(c) All other personnel must have knowledge and experience in occupational medicine related to law enforcement duties and the processes for a medical clearance program.

The Contractor shall use the key personnel set forth in its proposal for performance of the effort set forth under task orders against this contract. If one or more of the personnel are not available, or become unavailable, the Contractor shall furnish substitute personnel of equal skills, which substitutions shall be subject to approval of the Contracting Officer.

All requests for substitutions must include a detailed explanation of the circumstances necessitating the proposed substitutions, a complete resume for the proposed substitute, and any other information requested by the Contracting Officer needed to approve or disapprove the proposed substitution. All proposed substitutions must have qualifications that are equal to or higher than the qualifications of the person(s) to be replaced. The Contracting Officer or the COR will evaluate such requests and promptly notify the Contractor of approval or disapproval within five (5) workdays of receipt of the substitution request.

4.0 EXAMINATIONS AND SCREENING

4.1 General Examinations/Screening Process

(a) The Contractor will transmit incumbent HHQs, pre- placement medical information, and other relevant IRS-CI medical program information electronically.

(b) The Contractor will schedule, track examinations and appointments electronically through which designated IRS personnel will be able to track exam status, progression, and medical clearance recommendation status.

(c) All electronic communication to incumbents or applicants containing Personally Identifiable Information (PII) (i.e., social security numbers, DOB, etc.) must be encrypted according to IRS standards.

(d) Facilities shall perform all phases of exams in one workday, unless otherwise medically required. The Contractor shall render a clearance recommendation within five (5) workdays of completion of an examination for incumbents, and ten (10) workdays of completion of the examination for applicants.

4.2 Pre-Placement Medical Clearance Exam Process

(a) IRS will provide the Contractor with a list of applicants requiring pre-placement examinations.

(b) The Contractor will transmit the pre-placement exam instructions and related information directly to the applicant electronically.

(c) The Contractor will facilitate the applicant clearance process and provide IRS designated personnel with the ability to track the examination progression electronically.

(d) The Contractor will render a clearance recommendation within ten (10) workdays of completion of the medical exam.

(e) If additional medical information is required to make a medical clearance recommendation, applicants will be given thirty (30) calendar days to provide the information to the Contractor.

(f) A medical clearance recommendation will be issued based on the medical information the Contractor has received by the due date (thirty (30) calendar days), even if the information submitted by the applicant is incomplete.

4.4 Applicant Pre-Placement/Baseline Exam Components

• Medical History Review

• Physical Examination

• Blood Pressure

• Height and Weight

• Vision (Corrected and Uncorrected, near and far visual acuity; color vision, peripheral vision; depth perception)

• For applicants who have undergone refractive surgery (i.e., surgery to improve distant visual acuity) the RMO will ensure they meet Treasury-approved requirements.

• Audiogram

• Resting Electrocardiogram

• Spirometry

• Blood Lead and Zinc Protoporphyrin (ZPP)

• CBC

• Routine urinalysis

• Blood Chemistry w/Lipid profile

• Hepatitis B Antibody

• Purified Protein Derivative (PPD) - Tuberculosis Skin Test; Note:

o If a positive PPD is indicated, Contractor will set applicant as a “further evaluation” required. The Contractor will send the applicant a letter including the test results. A chest x-ray may be necessary for positive PPD tests. The applicant is responsible for obtaining a chest x-ray, at their own expense, to obtain a medical clearance. If the Contractor does not timely receive an x-ray, the Contractor will issue a Not

Medically Qualified (NMQ) report. The IRS will notify the applicant of the findings and medical clearance rating.

• Written RMO review/findings and determination as to whether applicant meets medical standards

4.5 Annual Health History Questionnaire (HHQ) - Incumbents

(a) Completion of an annual HHQ is mandatory for all incumbents. The HHQ must be able to be completed online.

(b) The HHQ must generate the following follow-up questions to any “yes” answers:

a Are you under the care of a physician for this condition or medication?

i If the incumbent answers “no” then the system must prompt the incumbent to supply additional information. This information must be reviewed by the RMO for recommended follow up.

b Are you compliant with the prescribed treatment, medication dosage, etc.?

i If the incumbent answers “no” then additional information must be provided. This information must be reviewed by the RMO for recommended follow up.

c Does this condition/medication impact your ability to safely engage in law enforcement duties? A link to the Essential Law Enforcement Duties must be included.

i If “yes” then additional information must be provided. This information must be reviewed by the RMO for recommended follow up.

(c) The Contractor will transmit electronically the HHQ thirty (30) calendar days prior to the incumbent’s birthday. The annual HHQ is due by the incumbent’s birthday.

(d) The Contractor will send out email/electronic reminders to incumbents who have not completed their HHQ within fifteen (15) calendar days and another email within five (5) calendar days of their birthday. A copy of the 5-day reminder email will be sent to the CI Medical Program COR.

(e) The contractor will notify ERM and the CI Medical Program COR within 5 workdays of the HHQ completion if a condition is identified as not currently being monitored by the incumbent’s personal physician or the incumbent is not compliant with prescribed treatment.

(f) The Contractor will immediately notify ERM and the CI Medical Program

COR if an urgent safety/health risk is identified to determine if the incumbent should be placed on Temporary Restricted Duty (TRD).

(g) When an incumbent does not complete the annual HHQ by their birthday, the Contractor will notify Employee Relations/Medical staff (ERM)…