II_1 Solicitation.pdf

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

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

1. REQUISITION NUMBER PAGE 1 OF 5

2. CONTRACT NO. 3. AWARD/EFFECTIVE

DATE

4. ORDER NUMBER 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME b. TELEPHONE NUMBER (No collect calls)

8. OFFER DUE DATE/

LOCAL TIME

9. ISSUED BY

13b. RATING

14. METHOD OF SOLICITATION

CODE

15. DELIVER TO 16. ADMINISTERED BY CODE

18a. PAYMENT WILL BE MADE BY CODE17a. CONTRACTOR/

OFFEROR

CODE

FACILITY

CODE

CODE

TELEPHONE NO.

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN

OFFER

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK

BELOW IS CHECKED

RFQ IFB RFP

SEE ADDENDUM

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

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

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Govt. Use Only)

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

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

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED

29. AWARD OF CONTRACT: REF. OFFER

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

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

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

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

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

10. THIS ACQUISITION IS UNRESTRICTED OR

NAICS:

SIZE STANDARD:

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

SET ASIDE: % FOR:

11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

12. DISCOUNT TERMS

ARE ARE NOT ATTACHED

ARE ARE NOT ATTACHED

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

8 (A)

EDWOSB

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SMALL BUSINESS

2032H5-25-Q-00070

Gregory Lombardozzi

541511

See Attached Delivery Schedule

See Attached Schedule(s)

See Attached Schedule(s)

Office of Procurement Operations-Office of Procurement Operations 999 Stewart Ave Bethpage, NY 11714-3551 Attn:Greg Lombardozzi Email:greg.j.lombardozzi@irs.gov

DATE 9/4/2025

9/10/2025 4:00 PM EST

x 100 x

Office of Procurement Operations-Office of Procurement Operations 999 Stewart Ave Bethpage, NY 11714-3551 Attn:Greg Lombardozzi Email:greg.j.lombardozzi@irs.gov

X

X X

COMBINED SYNOPSIS/SOLICITATION

Section 1- General Information

This is a combined synopsis/solicitation for commercial supplies and service prepared in accordance with the format in Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; quotess are being requested, and a written solicitation will not be issued.

This solicitation number is 2032H5-25-Q-00070 and is being issued as a Request for Quote (RF). This solicitation document incorporates all mandatory commercial item provisions and clauses that are in effect through Federal Acquisition Circular 2025-05 effective August 7, 2025.

This acquisition is a 100% Small Business Set-Aside. Offerors must have an active entity registration in the System for Award Management (SAM.gov).

This will be made as a Firm-Fixed Price Purchase Order solicited under North American Industry Classification System (NAICS) 541511, Custom Computer Programming Services with a business size of 34 million dollars.

FAR 52.212-1. Instruction to Offerors – Commercial Products and Commercial Services, applies to this acquisition. Additional instructions have been provided herein.

FAR 52.212-2 is not incorporated into this solicitation.

Offerors shall include a completed copy of the provision at 52.212-3, Offeror Representations and Certifications – Commercial Products and Commercial Services, with its offer. Offeror shall complete and return all required provisions included in this solicitation. * This can be sent with the quote as a separate attachment.

FAR 52.212-4, Contract Terms and Conditions – Commercial Products and Commercial Services, applies to this acquisition. Additional Contract Terms and Conditions are included in Attachment 3 – Contract Clauses and Provisions.

FAR 52.212-5, Contract Terms and Conditions Required to Implement Statutes or Executive Orders-Commercial Products and Commercial Services applies and can be located in Attachment

3. Clauses applicable to this acquisition have been marked.

FAR 52.217-8, Option to Extend Services will be included in the contract.

FAR 52.217-9 Option to Extend the Term of the Contract will be included in the contract.

Offerors are invited to submit their quotess n response to this notice by 4:00 PM Eastern Standard Time (EST), August 10, 2025, to Gregory.j.Lombardozzi@irs.gov. All questions must be submitted to Gregory.j.Lombardozzi@irs.gov by 3:30 PM EST, August 8, 2025.

Background:

IRS purchased a set of 36-month OpenText Exstream perpetual user licenses in 2024 to support the implementation of the OpenText Exstream software. As this was a new tool for the IRS, Corporate Notices engaged a vendor to provide implementation services which included purchase and payment of initial license/annual support and maintenance fees. The current vendor’s work with the IRS concludes in August 2025. The IRS is seeking a new vendor to provide “OT Support” as defined to be the annual support and maintenance program offered by OT to End Users , either directly from OT or as resold by Limited Reseller.

Scope Annual payment for support and maintenance fee for the following OpenText Exstream perpetual licenses:

Part Number Quantity Product Description

1000051581 1 Exstream (Cloud Native) Production Kit 1000051622 1 Exstream (Cloud Native) Unlimited Transactions 1000051625 50 Exstream (Cloud Native) Interactive Empower Production 1000051586 100 Exstream (Cloud Native) Admin & Comms Designer & Orchestration

Non Production 1000051628 100 Exstream (Cloud Native) Content Author Non‐Production 1000051617 30 Exstream (Cloud Native) Designer Non‐Production 1000051584 1 Exstream (Cloud Native) Non‐Production Kit 1000051626 10 Exstream (Cloud Native) Interactive Empower Non‐Production 1000051584 2 Exstream (Cloud Native) Non‐Production Kit 1000065885 2 Experience Cloud Foundation (License Only)

All communications shall be directed within the stated deadlines to the attention of:

Name: Gregory Lombardozzi Title: Contract Specialist Gregory.j.Lombardozzi@irs.gov

NOTE: COMMUNICATIONS WITH OFFICIALS OTHER THAN THE IRS

CONTRACTING OFFICER/CONTRACT SPECIALIST INDICATED ABOVE, MAY

COMPROMISE THE COMPETITIVENESS OF THIS ACQUISITION AND RESULT IN

THE CANCELLATION OF THE SOLICITATION AND/OR EXCLUSION OF YOUR

QUOTE FROM CONSIDERATION.

Section 2 – FAR 52.212-1 Additional Instructions to Offerors

INSTRUCTIONS TO OFFERORS (ITO) AND INSTRUCTIONS FOR

QUOTE SUBMISSION PREPARATION

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/these address(es):

https://www.acquisition.gov/far

A. GENERAL INSTRUCTIONS

Offerors shall furnish the information required by this solicitation. Offeror’s must accept and acknowledge, in writing, the Terms and Conditions of this solicitation.

1. Offerors are expected to examine this entire solicitation document. Failure to do so will be at the offeror's own risk.

2. The Government reserves the right to make an award based on initial offers received, without discussion of such offers. Quotes shall set forth full, accurate, and complete information as required by this solicitation package (including Attachments). The penalty for making false statements in Quotes is prescribed in 18 U.S.C. 1001.

3. The Government assumes no liability for disclosure or use of unmarked data and may use or disclose the data for any purpose. Unless restricted, information submitted in response to this request may become subject to disclosure to the public pursuant to the pro-visions of the Freedom of Information Act (5 U.S.C. 551).

4. The Quotes shall be clear, concise, and shall include sufficient detail for effective evaluation and for substantiating the validity of stated claims. The Quotes should not simply rephrase or restate the Government's requirements but rather shall provide convincing rationale to address how the Offeror intends to meet these requirements. The Government will evaluate the vendor’s Quotes to ensure a clear understanding of the nature and scope of the work specified in the Performance Work Statement is demonstrated. The vendor must submit a quote that fully demonstrates the ability to meet the Performance Work Statement as required by the solicitation.

If providing other than the brand name product, vendor must describe how the equal product meets the specification of the Government’s needs. Offerors shall assume that the Government has no prior knowledge of their facilities and experience and will base its evaluation on the information presented in the Offeror’s quote.

5. For solicitation purposes, assume the contract will be awarded on or about August 11, 2025

6. In accordance with FAR Subpart 4.803 (a) (10) (Government Contract Files), the Government will retain one (1) copy of the successful and all unsuccessful quotes.

B. SUBMISSION OF Quotes

1. Completed Reps and Certs

2. Pricing Spreadsheet (Excel or PDF is acceptable)

C. AWARD SELECTION

Evaluation-The Government will award a contract utilizing the Lowest Price Technically

Acceptable method in accordance with FAR Part 15.101-2(a). An award, if any, shall be made to the Offeror whose quote is determined to be the Lowest Price Technically Acceptable (LPTA) to the Internal Revenue Service.

Each evaluation factor identified in Paragraph C will be assigned a rating of “Acceptable” or “Unacceptable” during the evaluation phase to establish overall Technical Acceptability. Past Performance will be evaluated in accordance with FAR 15.305(2). In the case of an offeror without a record of relevant past performance or for who information on past performance is not available, the offeror shall not be evaluated favorably or unfavorably on past performance.

ATTACHMENTS

ATTACHMENT 1 PRICING SHEET

ATTACHMENT 2 PERFORMANCE WORK

STATEMENT

ATTACHMENT 3 CLAUSES AND PROVISIONS

ATTACHMENT 4 FISMA