I_1_b IMF DRAFT PWS.pdf

DRAFT

PERFORMANCE WORK STATEMENT

Internal Revenue Service (IRS)

Individual Master File (IMF), Modernization Program Management Office (PMO) Financial Management, Acquisition, and SharePoint Support Services

1. BACKGROUND

The Internal Revenue Service (IRS) is one of the world's most efficient tax administrators. The IRS mission is to provide America’s taxpayer top quality service by helping them understand and meet their tax responsibilities and enforce the law with integrity and fairness to all. This mission statement describes its role and the public’s expectation about how the agency should perform that role.

1.1 Purpose

The purpose of this task order is to secure a contractor that can provide financial management support services, acquisition support services, and SharePoint support services.

1.2 Mission

The mission of Individual Master File (IMF) Modernization Program is to modernize individual taxpayer account management functions and distribution of individual taxpayer account data, decommission legacy IMF programs and technology, and support adoption of modernized solutions for downstream systems and end users. IMF Modernization will reimagine core individual tax processing at IRS, and dramatically simplify how individual taxpayer account data is shared with IRS Web Applications, Case Management, Financial Reporting, Compliance, and Fraud Detection systems.

2. SCOPE

Contract support is to obtain a contractor professional, management support services and subject matter expertise to assist the IMF Modernization program and project in all dimensions of financial management, contracts and acquisitions support services. The services will also include planning, project strategy and analysis, project technical automation solutions analysis and specifications, support and project definition and oversight, and ad hoc analysis support.

IRS needs a Contractor that can add immediate value by providing the IRS knowledge, budget execution methods and tools expertise, hands on experience supporting complex programs and projects.

3. TASK REQUIREMENTS

3.1 Financial Management Support Services

The Contractor shall:

1) Provide and maintain project or program management expertise and shall use proven and mature program management practices and processes in the execution of IMF Modernization portfolio.

2) The contractor shall provide and support the following tasks as related to financial management services:

• Variance Analysis

• Fiscal Year Budget Support

• Financial Management

• Cost Estimates

• Funding Tracking and Reporting

3) Assist in developing plans for project teams or other groups in accomplishing projects/studies.

4) Analyze and evaluate on a quantitative/qualitative basis the effectiveness of program operations in meeting established goals and objectives.

5) Evaluate and advise on organization, methods, and procedures.

6) Assist in analyzing management information requirements.

7) Assist with developing, analyzing and evaluating new or modified program/management policies, regulations, goals or objectives.

8) Assist with developing procedures and systems for assessing the effectiveness of programs/management processes.

9) Assist or participate in implementing budget and performance goals and improved financial performance within the organization as well as the administrative activities to achieve breakthrough efficiencies.

10) Continuously review and recommend revisions to IMF Mod's financial and administrative policies and Standard Operating Procedures (SOP).

11) Assist with monitoring the budget execution of major projects requiring inter-staff coordination for successful attainment of IMF Mod's program objectives.

12) Assist in performing budget planning, formulation, and assist with execution of budget actions for IMF Mod.

13) Assist or participate in formulating the IMF Mod budget submission to higher headquarters, including detailed analyses and estimates of annual funding needs for current and future budget years.

14) Assist or participate in work for the budget presentation and enactment phase of the budget process.

15) Assist or participate in the IMF Mod budget through the review, discussion and concurrence phases.

16) Assist in providing expert testimony to justify funding requests to support IMF Mod program operations.

17) Assist or participate in the budget execution phase and coordinate with the Finance Office, working through the IMF Mod Director, to execute approved fiscal year funding to carry out missions, functions, and programs in a timely manner through the apportionment process and ensure that IMF Mod does not incur obligations or make expenditures in excess of the amount of money apportioned to it.

18) Support as a top technical expert on matters of budgetary policy, law, and regulation for

IMF Mod and be able to interpret and assure compliance with all governing laws and regulations including the Anti-Deficiency Act as well as IRS and Department of Treasury guidance.

19) Provide expert advice and recommendations concerning the costs and benefits of proposed actions.

20) Coordinate or assist with IMF Mod submissions, assuring that they meet the Federal reporting requirements.

21) Assist or participate with staff to develop and manage cost control systems that are used to provide timely information regarding the costs of the IMF Mod program and serve as an advisor regarding the cost of IMF Mod projects.

22) Advise the IMF Mod Director on assigned budgetary matters.

23) Advise and contribute to the development of material for IMF Mod on budget policy and procedures.

24) Understand the general concept and Department of Treasury-specific applications of the

Federal strategic planning process and its relationship to budget formulation, execution and presentation.

25) Assist in conducting cost analyses for planned acquisitions, and other related assignments as may be needed for planned acquisitions.

26) Attend budget meetings and events as may be required to serve the needs of the IMF Mod program.

27) Coordinate or perform related administrative tasks including, but not limited to, the following:

• Assist in preparing or reviewing complex documents.

• Assist in interpreting or explaining policies and procedures.

• Assist in composing reports, correspondence, memos, forms, agendas, personnel evaluations, meeting minutes, directories, and tables.

• Proofread and edit documents for format, style, completeness, conformity, relevance and accuracy.

• Design and create brochures, forms, flyers and other information materials.

• Assist in coordinating meetings, conferences, committees, and special projects.

• Attend meetings, take notes and prepare minutes.

• Assist in preparing and maintaining detailed spreadsheets and databases.

• Prepare and maintain files and use automated file management and database systems to record, obtain and analyze data.

Requirements:

Development an application of program or project management financial practices and controls that allow the IMF Modernization programs to effectively establish and maintain control of program status, execution, costs, and schedule.

3.2 Acquisition Support Services

The Contractor shall support the IMF Mod program needs in the broad functional area of acquisition services. In providing support in this area, the Contractor shall provide support for all phases of the acquisition lifecycle to include planning, requirements definition, solicitation and Federal Notice development, evaluation, award, post-award management, contract closeout, and other administrative support. Acquisition services include, but are not limited to:

1) Acquisition Planning. The Contractor shall assist in performing acquisition planning services to include the following:

• Develop acquisition plans and procurement milestone schedules.

• Perform market research activities (e.g., exchanges with industry, sources sought, Request for Information (RFI), Draft Request for Proposals (DRFP), and Industry Day).

• Prepare procurement packages, including preparation and review of requirements documentation (e.g., Statements of Work (SOWs), Statements of Objectives (SOOs), Statement of Need (SON), Performance Work Statement (PWS)), market research documentation, independent government cost estimates (IGCEs), draft evaluation factors, applicable pre-award determinations and findings, and applicable pre-award clearances and reviews (e.g., Small Business Set-Aside Review and Information Technology Checklist).

• Provide recommendations concerning the selection of contract type and method of acquisition.

• Prepare and assist with the preparation of Justifications for Other-Than-Full-and- Open- Competition (JOFOCs).

• Prepare or assist with the preparation of Determinations and Findings.

• Draft or assist in drafting and issuing applicable pre-award synopses.

• Present or assist in presenting acquisition planning documentation for higher level reviews and approvals.

• Use applicable acquisition systems in support of planning.

• Maintain pre-award files and documentation in accordance with applicable statute, regulation, and policy.

• Attend meetings with clients and customers.

2) Solicitation. The Contractor shall support the drafting, issuance, and amendment of solicitations - Request for Quotations (RFQs), Request for Proposals (RFPs), and Invitation for Bids (IFBs) to include the following:

• Prepare solicitation and solicitation-related documents for Government review.

• Present or assist in preparation of solicitation documentation for higher level reviews and approvals.

• Receive or assist in collecting quotes, proposals, offers or bids, including recording and compliance review.

• Maintain solicitation files and documentation in accordance with applicable statute, regulation, and policy.

3) Evaluation. The Contractor shall assist in performing evaluation of quotes, proposals, offers, and bids to include the following:

• Documenting technical reviews and evaluations.

• Draft and document evaluation reports for Government review and approval.

• Conduct or assist in pre-award reviews and surveys (e.g., on-site survey and audits).

• Present or assist in presenting evaluation documentation for higher level reviews and approvals.

• Maintain evaluation files and documentation in accordance with applicable statutes, regulation, and policies.

4) Award. The Contractor shall support contract award functions to include the following:

• Prepare award documents for Government review.

• Assist in presenting award documentation for IMF Mod reviews.

• Assist in preparing responses to post-award protests for IMF Mod higher level review in the event of a protest.

• Maintain award files and documentation in accordance with applicable statute, regulation, and policy.

5) Post-Award. The Contractor shall support post-award contract management and contract closeout functions to include the following:

• Assist in preparing Contracting Officer Representative (COR) appointment letters for Government review and approval.

• Support post-award conferences and kick-off meetings.

• Assist in invoice review, processing, and tracking.

• Assist in preparing and file documenting contract modifications.

• Upon contract completion, the Contractor shall support preparation of the contract for closeout and prepare closeout documentation for Government review.

• Maintain post-award files and documentation in accordance with applicable statute, regulation and policy.

Requirement(s):

The IMF Mod Program has developed an efficient and knowledgeable acquisition team that can support each project with resource planning and capability needs necessary to successful completion of project milestones.

3.3 SharePoint Support Services

The contractor shall provide and maintain project or program management expertise and shall use proven and mature program management practices and processes in the execution of IMF Modernization portfolio. The contractor shall provide and support the following tasks as related to SharePoint support services:

• SharePoint and Automation Solutions

• Webpage Design and Content Management

Monitoring and analysis of processes may require establishing metrics to recommend improvements to the government in accordance with industry best practices. Metrics are to be tracked and reported as required.

1) Assist in the selection and tailoring of SharePoint site and approaches to managing and delivering program or project capabilities. For an example, internal and external site navigation; creating webpages and establishing / change permissions.

2) Assist in modernizing the approaches to IT deliverables by automating processes and providing comprehensive access to data analytics to enhance SharePoint Services (e.g., offering Tableau).

3) Support development and execution of strategies for frequent and continuous building, testing, integration, and deployment of software, utilizing automation, whenever possible, to provision, configure, and modify environments and infrastructure.

4) Create and manage documentation. Document format will be in accordance with IRS guidelines using either Microsoft SharePoint products.

5) Track and report on the delivery of agreed-upon capability, functionality, documentation, and other artifacts.

6) Provide support to facilitate common understanding and consistent application of methodologies, approaches, processes, practices, standards, and tools within and across the IMF Mod programs or project.

7) Provide continuous analysis of the efficiency and effectiveness of program practices, processes, methodologies, approaches, and tools, along with recommendations for change or improvement, as needed. This includes monitoring and measuring the efficiency and effectiveness of processes.

Requirement:

The IMF Mod Program has developed an efficient and knowledgeable SharePoint team that can support each project with webpage design, automation, and knowledge management necessary to successful maintenance of project sites. Lessons learned from other programs, releases, and projects are effectively applied to minimize and mitigate project risks and deficiencies.

3.4 Transition (Out) Activities

The Contractor shall provide transition services needed to accomplish knowledge transfer and ramp up activities to develop, operate and manage the IMF Mod programs and project.

It is the responsibility of both the incoming contractor and the outgoing contractor to ensure a smooth transition with minimal disruption to services and support for the Program Office, internal and external stakeholders and delivery partners. The purpose of the transition is to transfer expert knowledge, data and artifacts that are used to support the programs from the incumbent Contractor to the successor contractor or to the Government efficiently.

1) Transfer knowledge of technical skills and lessons learned to IRS staff upon completion of deliverables and work products.

2) Transfer knowledge of operations and maintenance processes and procedures.

3) Support transition efforts to assist the Government with the transition of work from the contractor to the Government or to a successor contractor.

4) Develop a Transition Plan that includes training material, current status report, planned activities, issues encountered and identified risks.

Requirement:

All task order efforts are transitioned timely, seamlessly and completely from the incumbent contractor to the successor contractor and/or Government personnel without a lapse in services provided or delays in scheduled performance.

3.5 Additional Standards and Guidelines

The Contractor shall comply with the following standards and guidelines:

• Enterprise Life Cycle (ELC) - The Enterprise Life Cycle provides the direction, processes, tools, and assets necessary to accomplish business change in a consistent and repeatable manner as they implement Enterprise Architecture.

• Federal Acquisition Regulation (FAR) – The FAR provides the federal standards for Government acquisitions and the compliance acquisition rules for Contracting Officers and all other federal acquisition professionals.

• Department of Treasury Acquisition Regulation (DTAR) – The DTAR contains policies and procedures that supplement FAR coverage and directly affect the contractual relationship between the Department of the Treasury and its business partners (e.g., prospective offerors/bidders and contractors). When FAR coverage is adequate, there will be no corresponding DTAR coverage.

• IRS Budget Management Knowledge Base – Budget Management Knowledge Base - Basic Budget Overview - GrpByChap (sharepoint.com) - The Budget Management Knowledge Base provides the foundation training for Appropriations Law, Fiscal Year calendar, Business Unit Budget Tasks, and IRS Strategic Planning and Budgeting.

Note: Individual(s) will not have the authority to negotiate contracts or obligate funds on the government’s behalf.

https://irsgov.sharepoint.com/sites/ETD-KMT-KB106/SitePages/Forms/GrpByChap.aspx?RootFolder=%2Fsites%2FETD%2DKMT%2DKB106%2FSitePages%2FEnterprise%2FBasic%20Budget%20Overview&FolderCTID=0x01200012CA337F2046A94288AD39407CC1658A https://irsgov.sharepoint.com/sites/ETD-KMT-KB106/SitePages/Forms/GrpByChap.aspx?RootFolder=%2Fsites%2FETD%2DKMT%2DKB106%2FSitePages%2FEnterprise%2FBasic%20Budget%20Overview&FolderCTID=0x01200012CA337F2046A94288AD39407CC1658A

3.5.1 Contractor Interface

The Contractor may be required to work with other contractors during the performance of this task order.

IRS personnel shall establish an initial contact between the Contractor and other contractors and shall participate in an initial meeting at which the conventions for the scheduling and conduct of future meetings/contacts will be established. The CORs of the other contracts shall be included in any establishment of conventions.

3.5.2 Sensitive Information

Efforts may require access to data/information which may be classified up to and including the level of Sensitive but Unclassified.

4. DELIVERABLES

4.1 Kickoff Meeting

Within ten (10) business days of task order award, the Contractor shall meet with Government representatives at a mutually agreed upon location or via teleconference. The intent of this meeting is to initiate the communication process between the IRS and the Contractor by introducing key task order participants, explaining their roles, reviewing communication ground rule and assuring a common understanding of task order requirements and objectives.

The completion of this briefing shall result in the following:

• The IRS may show the applicable facilities to the Contractor if work will be performed at an IRS site.

• The Government may provide Government Furnished Equipment (GFE) and/or Government Furnished Information (GFI).

• Any issues concerning the Contractor employee security clearances will be discussed.

• The Contractor shall demonstrate confirmation of their understanding of the work to be accomplished under this Performance Work Statement.

• The Contractor shall provide meeting notes (inclusive of any follow-up actions) to the Government within five (5) business days after the meeting.

4.2 Schedule of Deliverables

The Contractor shall provide the deliverables as described in Table 4.3 below during the performance of this Task Order. All Contractor deliverables or work products shall remain categorized as "Official Use Only.” The release of any portion must be authorized in writing by the Government. The deliverables and work products will be provided in electronic format and shall comply with all applicable standards of Section 508 of the Rehabilitation Act.

The final format and content requirements, if not stated in the performance work statement (PWS), may be mutually developed and agreed upon among the IRS Program Manager (PM), the Contractor and the contracting officer’s technical representative (COR).

The COR shall notify the Contractor whether the formal deliverable has been accepted or provide written comments within ten (10) Government workdays of receipt. Contractor shall then resubmit the final deliverable within ten (10) Government workdays to the IRS PM, COR and Contracting Officer (CO), if necessary. All documents shall be provided in electronic format to the IRS using Microsoft Office Suite (Word, MS Project, Excel, PowerPoint and/or Visio).

4.3 Deliverables Table

DEL.

MILESTON/DELIVERABLE

PWS

REFERENCE

DATE OF

COMPLETION/DELIVERY

GOV’T

RIGHTS/Method of delivery

1 Bi-weekly status report 3.1, 3.2, 3.3 Every two weeks after the start of a performance period.

Microsoft Word Electronic

2 Monthly Status Report *Note The Contractor shall include but is not limited to changes to schedule and resources, and recommendations for process improvement.

3.1, 3.2, 3.3 Once a month Microsoft Word Electronic

3 Quality Control Plan 3.1, 3.2, 3.3 The plan will be delivered to the COR 30 days after the initial planning meeting.

Microsoft Word Electronic

4 Processes and Procedures 3.4 To be delivered to the COR 30 days after the initial planning meeting.

Microsoft Word Electronic

5 Lessons Learned 3.4 Due by 30 days prior to the end of transition period.

Microsoft Word Electronic

6 Transition Plan 3.4 The plan will be delivered to the COR 15 days after transition activities commence.

Microsoft Word Electronic

7 Knowledge transfer of technical skills and lessons learned

3.4 Due by 30 days prior to the

end of transition period.

Microsoft Word Electronic

8 Kickoff Meeting 4.1 Within 10 days after award. Virtual or in-person 9 Kickoff Meeting Minutes 4.1 Within 10 days after the meeting.

Microsoft Word Electronic

4.4 Submission of Deliverables

Any deliverable that does not comply with the acceptance criteria outlined in the contract, the Task Order or the Quality Assurance Surveillance Plan (QASP) shall be considered rejected.

Unless otherwise agreed upon by the Contractor and the COR or otherwise specified in the Task Order, the COR shall provide written feedback on deliverables within ten (10) business days.

The Contractor shall provide revisions within ten (10) business days of receipt of the COR’s feedback. The number of days allotted to the contactor for re-submission of deliverables may be adjusted if agreed upon by both parties. If the vendor has not been notified of any discrepancies within ten (10) business days after submission of the deliverable or successful completion of a task, the deliverable or task shall be considered accepted.

Unless otherwise specified in the Task Order, all deliverables/ work products shall be provided no later than 4:00 p.m. EST on the applicable due date(s).\

4.5 Documentation Requirements

The contactor shall provide all documentation in Section 508 compliant electronic format and, upon request by the Government, in hard copy format. The Government will have the right to request suppression of hard copy deliverables in cases where security and privacy concerns are a factor, or to reduce paperwork burden. All deliverables resulting from work executed under this contact shall convey to the Government. In addition to the requirements set forth in the QASP, all documentation shall be provided in accordance with the criteria set forth below:

• Completeness – The document demonstrates sufficient level of detail to show understanding of the requirements, technology and design, customers and operating environment.

• Feasibility - The document defines information, which is formatted properly, contains valid information in support of this task order and provides a deliverable within time constraints.

• Understandability - The document is to be clean, clearly written, all printed words are legible, and the outline is easy to follow. All diagrams are easy to understand and relevant to the supporting narrative.

• Accuracy – The document is accurate in presentation exhibiting clear and concise information, technical content, and adherence to accepted elements of style, operational content, and consistent within itself and with other documents.

• Practicality - The document provides information and guidance that is practical for implementation within the IRS environment and appropriate given the subject organization’s level of maturity.

5. QUALITY ASSURANCE SURVEILLANCE PLAN (QASP)

The Contractor’s performance under this Task Order shall be measured against and monitored by the performance standards, acceptable quality levels and surveillance methods contained in the QASP, PWS Attachment.

The QASP provides a means for evaluating the Contractor's performance to ensure that the Government receives the level of service required to achieve the objectives of this requirement.

In addition, the Contractor shall implement and maintain the strategies, mechanisms and standards established in their individual quality control plan (QCP).

6. PERIOD OF PERFORMANCE

The anticipated period of performance of this task order shall be from May 10, 2024 through May 9, 2025.

7. PLACE OF PERFORMANCE

All work under this Task Order shall be performed via telework and onsite at IRS site in the following locations:

Lanham, MD 20706 Washington, DC 20220

8. HOURS OF OPERATION

The contractor is responsible for conducting business, between the hours of 8:00 AM through 4:30 PM EST schedule. Resources will work Monday thru Friday except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings. 24x7x365 support is not being requested. Support beyond normal business hours will be on a case-by-case basis.

The Contractor must at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential.

9. RECOGNIZED HOLIDAYS

The contractor is not required to work on recognized holidays, unless there are circumstances that require support. In such circumstances the contractor will be informed that support is required.

New Year’s Day Columbus Day Labor Day Veterans Day Martin Luther King Jr.’s Birthday Thanksgiving Day President’s Day Christmas Day Memorial Day Independence Day Juneteenth Holiday

10. GOVERNMENT-FURNISHED PROPERTY (GFP) AND FACILITIES

Government furnished property (to include material, equipment, and/or information) shall be provided in the performance of this Task Order. The IRS will provide the following property:

ITEMS QUANTITY

Contractor Identification Badge TBD Contractor Building Access/Proximity Card TBD Laptop Computer with Local Area Network Access TBD Office Space (Desk, Chair, Standard Office Equipment) TBD Microsoft: Word, Excel, PowerPoint, Project Access TBD Telephone With VMS TBD

Government furnished information (to include manuals, notes, memos, instruction materials, and other information) shall be provided during the performance of this agreement. The IRS will provide the following information to the Contractor upon contract award.

ITEMS QUANTITY

Manuals TBD Project Schedule TBD Relevant Documents TBD

Access to standards and guidelines and any other documentation that is required for the satisfactory performance of this requirement will be made available to the Contractor no later than five (5) business days after request.

The issuance, handling and disposition of GFP shall be conducted in accordance with FAR 52.245-1, Government Property, Alternate I, 52.245-9, Use and Charges and the requirements set forth in Section 11, Security Requirements. All GFP/GFI shall be returned to the Government upon contract completion, as appropriate.

11. TRAVEL

The Government does not anticipate any travel during the performance of this task order.

12. SECURITY REQUIREMENTS

In accordance with Title III of the E-Government Act of 2002 (Public Law 107-347), also known as the Federal Information Security Management Act of 2002 (FISMA), which requires each federal agency to provide security for the information and information systems that support the operations and assets of the agency and Internal Revenue Manual (IRM) 10.8.1, which provides overall security control guidance for the IRS, the Contractor shall comply with the following:

12.1 Personnel Security

All Contractor employees, providing support under this task order, shall complete Unauthorized Access (UNAX) and IT Security Training annually. In addition, each individual Contractor employee shall sign a non-disclosure form. The Contractor shall conduct Disclosure Awareness training prior to giving his officers and employees access to the SBU data and annually thereafter if the contract is renewed or extended. Each participant must sign and data the training roster. The Contractor will provide written certification to the COR that this training was held.

Due to the requirement for continuous availability of the system, Contractor resources assigned to the Task order shall have approved Moderate Background Investigations (MBIs).

Under FISMA, government employees and Contractors are subject to Federal information security laws, regulations, and policies, including annual security awareness training. This training requirement is satisfied by the IRS mandatory Information Protection briefing, which covers computer security, disclosure, privacy, and UNAX.

12.2 Physical Security

The contractor shall be responsible for safeguarding all government equipment, information and property provided for contractor use. At the close of each work period, government facilities, equipment, and materials shall be secured.

12.3 Key Control

The Contractor shall establish and implement methods of making sure all keys/key cards issued to the Contractor by the Government are not lost or misplaced and are not used by unauthorized persons. NOTE: All references to keys include key cards. No keys issued to the Contractor by the Government shall be duplicated. The Contractor shall develop procedures covering key control that shall be included in the Quality Control Plan. Such procedures shall include turn-in of any issued keys by personnel who no longer require access to locked areas. The Contractor shall immediately report any occurrences of lost or duplicate keys/key cards to the Contracting Officer.

In the event keys, other than master keys, are lost or duplicated, the Contractor shall, upon direction of the Contracting Officer, re-key or replace the affected lock or locks; however, the Government, at its option, may replace the affected lock or locks or perform re-keying.

When the replacement of locks or re-keying is performed by the Government, the total cost of re-keying or the replacement of the lock or locks shall be deducted from the monthly payment due the Contractor. In the event a master key is lost or duplicated, all locks and keys for that system shall be replaced by the Government and the total cost deducted from the monthly payment due the Contractor.

The Contractor shall prohibit the use of Government issued keys/key cards by any persons other than the Contractor’s employees. The Contractor shall prohibit the opening of locked areas by Contractor employees to permit entrance of persons other than Contractor employees engaged in the performance of assigned work in those areas, or personnel authorized entrance by the Contracting Officer.

13. ATTACHMENTS

Quality Assurance Surveillance Plan (QASP) Security Documentation/Forms (Documents will be provided, as applicable, by COR Upon Award):

1) Nondisclosure Agreement (NDA) Template

2) Contractor Separation Checklist (Form 14604 (Rev. 4-2015))

3) SBU & Government Property/Equipment/Information Inventory List

4) Certification of Return - SBU & Government Property/Equipment/Information