II_1_Solicitation FinalwVPAT.pdf

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES

NOTE: OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, AND 30. 1. REQUISITION NUMBER

5000199561

PAGE 1 OF

2. CONTRACT NUMBER

TBD

3. AWARD/EFFECTIVE

DATE

a. NAME

4. ORDER NUMBER

TBD

5. SOLICITATION NUMBER

2023H2-25-Q-00026

b. TELEPHONE NUMBER (No collect

6. SOLICITATION ISSUE

DATE

4/1/2025

8. OFFER DUE DATE/

7. FOR SOLICITATION

INFORMATION CALL: Rickey N Lawrence II calls) LOCAL TIME

9. ISSUED BY CODE 10. THIS ACQUISITION IS UNRESTRICTED OR SET ASIDE: 100 % FOR:

Criminal Investigation Tier 1 5000 Ellin Rd Lanham-Seabrook, MD 20706-1348 Attn: Alison Adamson Email: Alison.m.adamson@irs.gov

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

(SDVOSB)

WOMEN-OWNED SMALL

BUSINESS (WOSB)

ECONOMICALLY

DISADVANTAGED

WOMEN-OWNED SMALL

BUSINESS (EDWOSB)

8(A)

NORTH AMERICAN

INDUSTRY CLASSIFICATION

STANDARD (NAICS):

541519

SIZE STANDARD:

$30M

11. DELIVERY FOR FREE ON

BOARD (FOB) DESTINATION

12. DISCOUNT TERMS 13a. THIS CONTRACT IS A

RATED ORDER UNDER

13b. RATING

14. METHOD OF SOLICITATION REQUEST

UNLESS BLOCK IS MARKED

SEE SCHEDULE

THE DEFENSE PRIORITIES

AND ALLOCATIONS

SYSTEM - DPAS (15 CFR 700)

REQUEST

FOR QUOTE

(RFQ)

INVITATION FOR

FOR BID PROPO SAL

(IFB) (RFP)

15. DELIVER TO CODE

IRS CI Digital Forensics Attn: Shaun Thurston 200 W 2nd St Rm 311 Dayton, OH

16. ADMINISTERED BY CODE

Rickey N. Lawrence II Email: Rickey.N.LawrenceII@irs.gov

17a. CONTRACTOR/

OFFEROR

TBD

CODE FACILITY

CODE

18a. PAYMENT WILL BE MADE BY CODE

Invoices must be submitted via the invoice Processing Platform at www.ipp.gov

TELEPHONE NUMBER

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 SEE ADDENDUM

19.

ITEM NUMBER

20.

SCHEDULE OF SUPPLIES/SERVICES

See Solicitation Below

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 Government Use Only)

27a. SOLICITATION INCORPORATES BY REFERENCE (FEDERAL ACQUISITION REGULATION) 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

ARE ARE NOT ATTACHED

ARE ARE NOT ATTACHED

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: REFERENCE 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)

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

31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 11/2021)

Prescribed by GSA - FAR (48 CFR) 53.212

31b. NAME OF CONTRACTING OFFICER (Type or print) 30c. DATE SIGNED

Table of Contents

Section I - Overview

Section II – PWS

Section III -Administrative Information

Section IV - Clauses

Section V - Provisions

Section VI - Instructions

Section VII - Evaluation

Criteria

ATTACHMENTS

ATTACHMENT 1 - Schedule (Line Item

Table, Accounting and Appropriation

Data, Delivery Schedule)

ATTACHMENT 2 - FISMA Contract

Language

Section I – Overview

The Internal Revenue Service (IRS), Criminal Investigation (CI) intends to establish a purchase order. The terms and conditions of the awardees SAM.gov contract (including any contract modifications) will apply to the anticipated delivery order, as a result of this Request for Quote (RFQ). When a lower price has been established, or when the delivery terms, FOB terms, or ordering requirements have been modified by the delivery order, those modified terms will apply to all purchases made pursuant to it and take precedence over the SAM.gov contract. Any unique terms and conditions of the order that are not a part of the applicable sam.gov will govern. In the event of an inconsistency between the terms and conditions of the task order and the Contractor's SAM.gov contract terms, other than those identified above, the terms of the SAM.gov contract will take precedence.

Only authorized i2 re-sellers may submit a quote. The North American Industry Classification Code System (NAICS) code is 541519, Other Computer Related Services, and the small business size standard is $30 million. The Product Service Code (PSC) is DG10, IT AND TELECOM –

NETWORK AS A SERVICE

1. Authority Pursuant to FAR Subpart 12.1, a single order will be awarded to a single contractor as a result of this Request for Quote (RFQ).

2. Period of Performance The period of performance for this order will include a base period of 12-months plus four (4) 12-month option periods.

2.1 Period of Performance (Tentative award date)

The Performance Work Statement (PWS) requirements shall be delivered and be active for a period of performance as follows:

Base Year: 3/15/2025 – 3/14/2026 Option Year 1: 3/15/2026 – 3/14/2027 Option Year 2: 3/15/2027 – 3/14/2028 Option Year 3: 3/15/2028 – 3/14/2029 Option Year 4: 3/15/2029 – 3/14/2030

3. Delivery Address and Shipping Instructions Upon award the contractor shall contact Shaun Thurston at shaun.thurston@ci.irs.gov

4. Order Type This will be a Firm Fixed Price (FFP) delivery order.

Section II –Statement of Work

Statement of Work

INTERNAL REVENUE SERVICE (IRS) CRIMINAL INVESTIGATION (CI)

I2 Analyst Notebook Desktop Software

1. INTRODUCTION/OBJECTIVE

The Internal Revenue Service, Criminal Investigation (IRS-CI) requires the purchase of i2 Software with a firm fixed price (FFP) a Base Year (BY) plus four Option Year (OY) contract.

i2 enables law enforcement professionals to create evidence-driven knowledge graphs. This allows for the visual representation of relationships between suspects and other people of organization in their criminal networks. By using i2 technology, investigators can build comprehensive case files and uncover critical information that may otherwise remain hidden.

Without I2 Analyst Notebook CI will have reduced capacity to analyze data using knowledge graphs. In addition, CI will have reduced capacity collaborating with other Federal Law Enforcement that use i2 and i2 files.

While there are numerous tools that can produce knowledge graphs, i2 is common place in Federal Law Enforcement. Numerous partners in DOJ, DHS and other agencies build large case files using i2. In order to collaborate on this cases CI must also have i2. i2 Files have a propreitary format than can not be modiifed with other software.

2. SCOPE

The scope of work includes purchasing the following i2 software:

130 qty - i2 Analyst's Notebook Concurrent User Annual Subscription & Support

3. PERIOD OF PERFORMANCE

Base Year (BY)+4 Option Years (OY’s) year’s period in the total amount of $2.4M. This IGCE is based upon the attached spreadsheet. Delivery requested within 30 days of award.

Period of Performance Base Period 3/15/2025- 3/14/2026 Option Year I 3/15/2026- 3/14/2027 Option Year II 3/15/2027- 3/14/2028 Option Year III 3/15/2028- 3/14/2029 Option Year VI 3/15/2029 - 3/14/2030

Delivery Address and Shipping Instructions

Upon award, the contractor shall contact Shaun Thurston at shaun.thurston@ci.irs.gov.

4. Contract Administration Data

Vendor Point of Contact (POC):

Name: Zachary Beus Address: i2 Group Inc.

102 W 3rd St Ste A05

WINSTON SALEM, NC 27101-3902

Phone: 310-488-5008 Email: Zachary.Beus@i2group.com

The Contracting Officer for this requirement is:

Internal Revenue Service Name: Alison Adamson Email: alison.m.adamson@irs.gov

Contracting Officer’s Representative (COR) Point of Contact The COR for this order is listed below:

Internal Revenue Service: Criminal Investigation Name: Nathalie S. McDaniel Address: 110 N City Pkwy

Suite 100 Las Vegas, NV 89106-6805

Email: nathalie.mcdaniel@ci.irs.gov

Program Manager (PM):

Internal Revenue Service Criminal Investigation

Name: Shaun V. Thurston Address: 200 W. 2nd Street

Rm 311 Dayton, OH 45402

Email: shaun.thurston@ci.irs.gov

7. GOVERNMENT-FURNISHED PROPERTY

Access to Government property does not apply.

8. GOVERNMENT-FURNISHED INFORMATION

Access to Government information does not apply.

9. SECTION 508 COMPLIANCE TBD

IR1052.239-9000 Section 508 Information, Documentation and Support (DEC 2019) In accordance with 36 CFR, Appendix C to Part 1194, the information and communication technology (ICT) (ICT) products and product support services documentation furnished in performance of this contract shall be provided at no additional cost. The contractor shall provide information, documentation, and support relative to the supplies and services as described in the statement of work, performance work statement or statement of objectives (select one). The following technical standards and provisions have been determined to be applicable to this contract:

_X Chapter 6: Support Documentation and Services _X 601 General _X 601.1 _X 602 Support Documentation _X 602.1 _X 602.2 _X 602.3 _X 602.4 _X 603 Support Services _X 603.1 _X 603.2 _X 603.3

IR1052.239-9001 Section 508 Conformance (NOV 2020) Each information and communication technology (ICT) product and/or product related service delivered under the terms of this contract, at a minimum, shall conform to the applicable accessibility standards at 36 CFR, Appendix C to Part 1194 at the level of conformance as specified in the Attachment entitled, “(Please state where attachment may be found and name of attachment for example, Section J., Voluntary Product Accessibility Template (VPAT) or Section J., Evaluation Matrix).” The following technical standards have been determined to be applicable to this contract:

Chapter 4: Hardware 401 General 401.1 402 Closed Functionality

402.1 402.2(1-6) 402.3 402.4 402.5 403 Biometrics 403.1 404 Preservation of Information Provided for Accessibility 404.1 405 Privacy 405.1 406 Standard Connections 406.1 407 Operable Parts

407.1 407.2 407.3 407.4 407.5

407.6 407.7 407.8 408 Display Screens

408.1 408.2 408.3 409 Status Indictors 409.1 410 Color Coding 410.1 411 Audible Signals 411.1 412 ICT with Two-Way Communication

412.1 412.2 412.3 412.4 412.5

412.6 412.7 412.8 413 Closed Caption Processing Technologies 413.1 414 Audio Description Processing Technologies 414.1 415 User Controls for Captions and Audio Descriptions 415.1

_X Chapter 5: Software _X 501 General _X 501.1 _X 502 Interoperability with Assistive Technology _X 502.1 _X 502.2 _X 502.3 _X 502.4(A-G) _X 503 Applications _X 503.1 _X 503.2 _X 503.3 _X 503.4 _X 504 Authoring Tools _X 504.1 _X 504.2 _X 504.3 _X 504.4 _X Chapter 7: Referenced Standards _X 701 General _X 701.1 _X 702 Incorporation by Reference _X 702.1 702.2 _X 702.3 _X 702.4 702.5

702.6 702.7 702.8 702.9 _X 702.10 The standards do not require the installation of specific accessibility related software or the attachment of an assistive technology device, but merely require that the ICT be compatible with such software and devices so that it can be made accessible if so required by the agency in the future. The following functional performance criteria (36 CFR Chapter 3) apply to this contract.

_X Chapter 3: Functional Performance Criteria _X 301 General _X 301.1 _X 302 Functional Performance Criteria _X 302.1 _X 302.2 _X 302.3 _X 302.4 _X 302.5 _X 302.6 _X 302.7 _X 302.8 _X 302.9 (End of clause)

IR1052.239.9002 Section 508 Services (JUN 2022) All contracts, solicitations, purchase orders, delivery orders and interagency agreements that contain a requirement of services which will result in the delivery of a new or updated information and communication technology(ICT) item/product must conform to the applicable provisions of the appropriate technical standards in 36 CFR, Appendix C to Part 1194, and functional performance criteria in 36 CFR Chapter 3, unless an agency exception to this requirement exists at FAR 39.204 Exceptions. The following technical standards and provisions have been determined to be applicable to this contract:

Chapter 4: Hardware 401 General 401.1 402 Closed Functionality

402.1 402.2(1-6) 402.3 402.4 402.5 403 Biometrics 403.1 404 Preservation of Information Provided for Accessibility 404.1 405 Privacy 405.1 406 Standard Connections 406.1 407 Operable Parts

407.1 407.2 407.3 407.4 407.5

407.6 407.7 407.8

408 Display Screens

408.1 408.2 408.3 409 Status Indictors 409.1 410 Color Coding 410.1 411 Audible Signals 411.1 412 ICT with Two-Way Communication

412.1 412.2 412.3 412.4 412.5

412.6 412.7 412.8 413 Closed Caption Processing Technologies 413.1 414 Audio Description Processing Technologies 414.1 415 User Controls for Captions and Audio Descriptions 415.1

_X Chapter 5: Software _X 501 General _X 501.1 _X 502 Interoperability with Assistive Technology _X 502.1 _X 502.2 _X 502.3 _X 502.4(A-G) _X 503 Applications _X 503.1 _X 503.2 _X 503.3 _X 503.4 _X 504 Authoring Tools _X 504.1 _X 504.2 _X 504.3 _X 504.4 _X Chapter 7: Referenced Standards _X 701 General _X 701.1 _X 702 Incorporation by Reference _X 702.1 702.2 _X 702.3 _X 702.4 702.5

702.6 702.7 702.8 702.9 _X 702.10

The standards do not require the installation of specific accessibility related software or the attachment of an assistive technology device, but merely require that the ICT be compatible with such software and devices so that it can be made accessible if so required by the agency in the future. The following functional performance criteria (36 CFR Chapter 3) apply to this contract.

_X Chapter 3: Functional Performance Criteria _X 301 General _X 301.1 _X 302 Functional Performance Criteria _X 302.1 _X 302.2 _X 302.3 _X 302.4 _X 302.5 _X 302.6 _X 302.7 _X 302.8 _X 302.9 (End of clause)

Section III – General & Administrative

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 this RFQ.

Contracting Officer:

Alison Adamson E-Mail: alison.m.adamson@irs.gov

Contract Specialists Rickey Lawrence E-Mail: rickey.n.lawrenceii@irs.gov

(b) The Contractor shall submit requests for modification of this RFQ and other administrative requests to the CO.

(c) Contractual problems of any nature should be handled as soon as possible, and according to applicable public laws and regulations (e.g., Federal Acquisition Regulation). The problem resolution escalation sequence is as follows: 1) the initial point of contact for problem resolution is the Contracting Officer’s Representative (COR) authorized to oversee services,

2) then the Contracting Officer that awarded the Order.

(d) Requests for information on matters related to this contract, such as explanation of terms and contract interpretation, shall be submitted to the CO. The CO is the only official authorized to terminate for cause, to issue notices of termination for cause, and to issue cure notices and show cause notices for the order.

2. Contracting Officer Representative (COR)

Nathalie S. McDaniel Contracting Officer Representative (COR):

E-mail nathalie.mcdaniel@ci.irs.gov

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.

The CO may designate CORs for individual Orders that will be responsible for the day-to-day oversight of the Order. The COR will represent the CO in the administration of technical details within the scope of the order. The COR is also responsible for the final inspection and acceptance of all order deliverables and reports, and such other responsibilities as may be specified in the order.

The COR is not otherwise authorized to make any representations or commitments of any kind on behalf of the CO or the Government. The COR does not have authority to alter the Contractor’s obligations or to change the order specifications, price, terms or conditions. If, as a result of technical discussions, it is desirable to modify order obligations or the specification, changes will be issued in writing and signed by the CO.

(A) The designated COR may provide written technical direction to the Contractor concerning the work performed under the contract. Technical direction is limited to direction that fills in details or otherwise completes the general description of the work set forth in the contract. Technical direction includes:

1) Directions to the Contractor that suggest pursuit of certain lines of inquiry, shift work emphasis, fill in details or otherwise serve to accomplish the contractual statement of work.

2) Guidelines to the Contractor, that help interpret technical portions of work descriptions.

(B) Technical direction must be within the general scope of work stated in the contract.

Technical direction may not be used to:

1) Assign additional work under the contract.

2) Direct a change as defined in the “CHANGES” clause of the contract.

3) Increase or decrease the contract price or estimated contract amount (including fee), as applicable, the direct labor hours, or time required for contract performance.

4) Change any of the terms, conditions or specifications of the contract.

5) Interfere with the Contractor’s rights to perform the terms and conditions of the contract.

(C) All technical direction has to be in writing (or via e-mail) by the applicable COR.

(D) If the Contractor believes any technical direction calls for effort outside the scope of the contract or is inconsistent with this requirement, the Contractor must notify the Contracting Officer in writing within five (5) working days after receipt of any such instruction. The Contractor must not proceed with the work affected by the technical direction unless and until the Contractor is notified by the Contracting Officer that the technical direction is within the scope of this contract.

To notify the Contractor, the Contracting Officer will either issue an appropriate contract modification within a reasonable time or advise the Contractor in writing within 30 days that the instruction or direction is-

1) Rescinded in its entirety; or

2) Within the scope of the contract and does not constitute a change under the change’s clause of the contract, and that the Contractor should proceed promptly with its performance.

(E) Failure of the Contractor and Contracting Officer to agree that the instruction or direction is both within the scope of the contract and does not constitute a change under the changes clause, or a failure to agree upon the contract action to be taken with respect to the instruction or direction, is subject to the Disputes clause of this contract.

(F) Any action(s) taken by the Contractor in response to any direction given by any person other than the Contracting Officer or the applicable COR is at the Contractor’s risk.

(G) Nothing in the foregoing paragraph will excuse the Contractor from performing that portion of the contractual work statement which is not affected by the disputed technical direction security.

In support of open communication, the Contractor shall initiate periodic meetings with the COR.

The PM shall respond to email requests from the COR within 24 hours of receipt.

Section IV – Clauses

FAR 52.252-2 -- CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address(es): FAR:

https://www.acquisition.gov/browse/index/far

(End of clause)

The following clauses are incorporated by reference:

Clause Number

Title Date

52.203-3 Gratuities (APR 1984) 52.203-12 Limitation on Payments to Influence Certain Federal

Transactions

(JUN 2020)

52.203-17 Contractor Employee Whistleblower Rights (NOV 2023)

52.204-7 System for Award Management (OCT 2018) 52.204-13 System for Award Management Maintenance (OCT 2018) 52.204-14 Service Contract Reporting Requirements (Oct 2016) 52.204-16 Commercial and Government Entity Code Reporting (AUG 2020) 52.204-18 Commercial and Government Entity Code

Maintenance

(AUG 2020)

52.204-19 Incorporation by Reference of Representations and Certifications (DEC 2014) 52.204-21 Basic Safeguarding of Covered Contractor Information Systems (NOV 2021) 52.204-23 Prohibition on Contracting for Hardware, Software, and Services

Developed or Provided by Kaspersky Lab and Other Covered Entities

(DEC 2023)

52.204-25 Prohibition of Contracting for Certain Telecommunications and Video Surveillance Services or Equipment

(NOV 2021)

52.212-4 Contract Terms and Conditions – Commercial Items (NOV 2023)

52.223-22 Public Disclosure of Greenhouse Gas Emissions and Reduction Goals - Representation

(DEC 2016)

52.227-1 Authorization and Consent (JUN 2020)

52.227-2 Notice and Assistance Regarding Patent and Copyright Infringement

(JUN 2020)

52.227-19 Commercial Computer Software License (DEC 2007)

52.229-3 Federal, State, and Local Taxes (FEB 2013) 52.232-18 Availability of Funds (APR 1984) 52.232-23 Assignment of Claims (MAY 2014)

52.232-39 Unenforceability of Unauthorized Obligations (JUN 2013) 52.243-1 Changes - Fixed-Price (Aug 1987) Alternate I (APR 1984)

Department of the Treasury Acquisition Regulation

1052.210-70 Contractor Publicity (APR 2015)

1052.232-70 Limitation of Government’s Obligation (NOV 2016)

The following clauses are incorporated by full text:

1052.201-70 Contracting Officer's Representative (COR) Appointment and Authority (Apr 2015)

(a) Contracting Officer Representative (COR): Ariel Alexander

Phone: 703-986-2095 Ariel.Alexander@ci.irs.gov

(b) Performance of work under this contract is subject to the technical direction of the COR identified above, or a representative designated in writing. The term “technical direction” includes, without limitation, direction to the contractor that directs or redirects the labor effort, shifts the work between work areas or locations, and/or fills in details and otherwise serves to ensure that tasks outlined in the work statement are accomplished satisfactorily.

(c) Technical direction must be within the scope of the contract specification(s)/work statement. The COR does not have authority to issue technical direction that:

(1) Constitutes a change of assignment or additional work outside the contract specification(s)/work statement;

(2) Constitutes a change as defined in the clause entitled “Changes”;

(3) In any manner causes an increase or decrease in the contract price, or the time required for contract performance;

(4) Changes any of the terms, conditions, or specification(s)/work statement of the contract;

(5) Interferes with the contractor's right to perform under the terms and conditions of the contract; or

(6) Directs, supervises or otherwise controls the actions of the Contractor's employees.

(d) Technical direction may be oral or in writing. The COR must confirm oral direction in writing within five workdays, with a copy to the Contracting Officer.

(e) The Contractor shall proceed promptly with performance resulting from the technical direction issued by the COR. If, in the opinion of the Contractor, any direction of the COR or the designated representative falls within the limitations of (c) above, the Contractor shall immediately notify the Contracting Officer no later than the beginning of the next Government work day.

(f) Failure of the Contractor and the Contracting Officer to agree that technical direction is within the scope of the contract shall be subject to the terms of the clause entitled “Disputes.”

(End of Clause)

IR1052.224-9001 Mandatory IRS Security Training for Information Systems, Information Protection and Facilities Physical Access (Apr 2024) The Federal Information Security Modernization Act of 2014 (FISMA) requires each federal agency to provide periodic information security and privacy awareness training to all contractors/subcontractors involved in the management, use, or operation of Federal information and information systems. In addition, contractor/subcontractor personnel are subject to the Taxpayer Browsing Protection Act of 1997, which prohibits willful unauthorized inspection of returns and return information and details that any violation of the Act could result in civil and criminal penalties. Contractor/subcontractor personnel are bound by the Records Management by Federal Agencies (44 U.S.C. Chapter 31) regarding the care and retention of federal records.

1. The contractor must ensure all new contractor/subcontractor personnel complete all assigned briefings which are based on the responses provided on the Risk Assessment Checklist Form 14606.

These responses pertaining to access to any IRS system, including basic LAN, email, and internet;

access to any Sensitive but Unclassified (SBU) data; and access to any IRS facility. Since new contractor/subcontractor personnel will not have access to the IRS training system, the COR shall provide softcopy versions of each briefing.

i. Exception: Contractor personnel (including subcontractors) performing under IRS contracts with Nonprofit Agencies Employing People Who Are Blind or Severely Disabled (as described in FAR Subpart 8.7) are exempted from the aforementioned briefing requirements, unless the contractor requests access to the training, or there is a compelling justification for requiring the training that is approved by the Contracting Officer (CO). An example of this would be in an instance where visually impaired personnel is assigned to perform systems development and has potential staff-like access to IRS information.

ii. Contractor/subcontractor personnel working with IRS information at contractor-controlled facilities with no access to the IRS network will be subject to all mandatory briefing excepting the Facilities Management Physical Security briefing as outlined in Publication 4812.

iii. Service Personnel: Inadvertent Sensitive Information Access Training Contractor personnel performing: (i) janitorial and cleaning services (daylight operations), (ii) building maintenance, or (iii) other maintenance and repair and need staff-like access to IRS facilities are required to complete Inadvertent Access to Sensitive Information (SBU) Access training.

iv. Service Personnel Security Awareness Training: Contractor personnel providing services in the following categories are required to complete FMSS Physical Security Training:

• Medical;

• Cafeteria;

• Landscaping;

• Janitorial and cleaning (daylight operations);

• Building maintenance; or

• Other maintenance and repair

2. In combination these mandatory briefings are known as IRS Security Awareness Training (SAT). The topics covered are: Cybersecurity Awareness, Privacy Information Protection and Disclosure, Unauthorized Access to Taxpayer Data, Records Management, Inadvertent Sensitive Information Access, and/or Facilities Physical Security. The completion of the assigned mandatory briefings constitutes the completion of the Security Orientation.

3. The SAT must be completed by contractor/subcontractor personnel within 10 business days of successful resolution of the suitability and eligibility for staff-like access as outlined in IR1052.204-9000 Submission of Security Forms and Related Materials and before being granted access to SBU data.

The date listed on the memo provided by IRS Personnel Security shall be used as the commencement date.

4. Training completion process:

The contractor must submit confirmation of completed SAT mandatory briefings for each contractor/subcontractor personnel by either:

i. Using Form 14616 signed and dated by the individual and authorized contractor management entity and returned to the COR. This option is used for new contractor/subcontractor personnel and any that do not have an IRS network account.

ii. Using the IRS training system which is available to all contractors with IRS network accounts

5. Annual Training. For contracts/orders/agreement exceeding one year in length, either on a multiyear or multiple year basis, the contractor must ensure that personnel complete assigned SAT mandatory briefings annually no later than October 31st of the current calendar year. The contractor must submit confirmation of completed annual SAT on all personnel unable to complete the briefings in the IRS training systems by submitting completed Form 14616 assigned to this contract/order/agreement, via email, to the COR, upon completion.

6. Contractor’s failure to comply with IRS security policy (to include completion and certification of SAT requirements within the timeframe specified) may be subject to suspension, revocation, or termination (temporarily or permanently) of staff-like access to IRS IT systems and facilities.

7. Flow down of clauses. The contractor shall include and flow down, in its subcontracts (or arrangements or outsourced service agreements) that entails staff-like access to SBU information by a subcontractor, at any tier, the substantially same Federal Acquisition Regulation (FAR) and local security or safeguard clauses or provisions for protecting SBU information or information systems that apply to and are incorporated in its prime contract with IRS.

(End of Clause)

1052.232-70 Limitation of Government's Obligation (Nov 2016)

(a) Funding is not currently available to fully fund this contract due to the Government operating under a continuing resolution (CR). The item(s) listed in the table below are being incrementally funded as described below. The funding allotted to these item(s) is presently available for payment and allotted to this contract. This table will be updated by a modification to the contract when additional funds are made available, if any, to this contract.

Contract line item number

(CLIN)

CLIN

total price

Funds allotted to the

CLIN

Funds required for complete funding of the

CLIN

(b) For the incrementally funded item(s) identified in paragraph (a) of this clause, the Contractor agrees to perform up to the point at which the total amount payable by the Government, including any invoice payments to which the Contractor is entitled and reimbursement of authorized termination costs in the event of termination of those item(s) for the Government's convenience, does not exceed the total amount currently obligated to those item(s). The Contractor is not authorized to continue work on these item(s) beyond that point. The Government will not be obligated in any event to reimburse the Contractor in excess of the amount allotted to the line items of the contract regardless of anything to the contrary in any other clause, including but not limited to the clause entitled “Termination for Convenience of the Government” or paragraph (1) entitled “Termination for the Government's Convenience” of the clause at FAR 52.212-4, “Commercial Terms and Conditions Commercial Items.”

(c) Notwithstanding paragraph (h) of this clause, the Contractor shall notify the Contracting Officer in writing at least thirty days prior to the date when, in the Contractor's best judgment, the work will reach the point at which the total amount payable by the Government, including any cost for termination for convenience, will approximate 85 percent of the total amount then allotted to the contract for performance of the item(s) identified in paragraph (a) of this clause. The notification shall state the estimated date when that point will be reached and an estimate of additional funding, if any, needed to continue performance. The notification shall also advise the Contracting Officer of the estimated amount of additional funds required for the timely performance of the item(s) funded pursuant to this contract. If after such notification additional funds are not allotted by the date identified in the Contractor's notification, or by an agreed upon substitute date, the Contracting Officer will terminate any item(s) for which additional funds have not been allotted, pursuant to the terms of this contract authorizing termination for the convenience of the Government. Failure to make the notification required by this paragraph, whether for reasons within or beyond the Contractor's control, will not increase the maximum amount payable to the Contractor under paragraphs (a) and (b) of this clause.

(d) The Government may at any time prior to termination allot additional funds for the performance of the item(s) identified in paragraph (a) of this clause.

(e) The termination provisions of paragraphs (a) through (h) of this clause do not limit the rights of the Government under the clause entitled “Default” or “Termination for Cause.” The provisions of this clause are limited to the work and allotment of funds for the item(s) set forth in paragraph (a) of this clause. This clause no longer applies once the contract is fully funded.

(f) Nothing in this clause affects the right of the Government to terminate this contract pursuant to the Government's termination for convenience terms set forth in this contract.

(g) Nothing in this clause shall be construed as authorization of voluntary services whose acceptance is otherwise prohibited under 31 U.S.C. 1342.

(h) The parties contemplate that the Government will allot funds to this contract from time to time as the need arises and as funds become available. There is no fixed schedule for providing additional funds.

(End of Clause)

IR1052.232-9001 Electronic Invoicing and Payment Requirements for the Invoice Processing Platform (IPP) (Jul 2019)

(a) Definitions:

"Short payment" as used in this clause means the partial payment of an invoice for goods/services actually rendered at the time of payment when the invoice includes additional goods/services that have not yet been provided/rendered.

"Short payment" example: The contract requires the delivery of a set number of items, with the price, delivery location, and delivery due date also specified. The vendor delivers 50% of the items as specified but invoices for 100% of the items. Before implementation of the IPP, the IRS would have paid the vendor for the items delivered and instructed the vendor to re-invoice the IRS when the balances of the items were delivered. In other words, the IRS would "short pay" the invoice since the IRS did not remit payment for the full invoice amount. With implementation of the IPP, the IRS can no longer do this because the IRS cannot accept an electronic invoice that includes items not yet received.

The IRS will reject the invoice. The vendor needs to submit an invoice for only the items received by the IRS (in this case, 50%), and, if these items meet all other contract terms and conditions, the IRS will pay the invoiced amount. The vendor submits subsequent invoice(s) for items as they are delivered and accepted.

(b) The Invoice Processing Platform (IPP) is a secure Web-based electronic invoicing and payment information service available to all Federal agencies and their suppliers. Effective October 1, 2012, invoicing for payment through the IPP will be mandatory for all new contract awards. Additional information regarding the IPP may be found at the IPP website address https://www.ipp.gov.

Contractors must complete the contractor point of contact information below and submit it with their proposal submissions. Contractors may contact the IPP Helpdesk for assistance via e-mail at ippgroup@stls.frb.org or via phone at (866) 973-3131. Once a contract award has been made, the contractor will be contacted by the IPP via e-mail to set-up an account. It will be necessary for contractors to login to their IPP accounts every 90 days to keep their IPP accounts active.

(c) Contractor Point of Contact Information

Contractor Name:

Contractor IPP Point of Contact Name:

Contractor Phone Number:

Contractor E-mail Address:

(d) Electronic Invoicing and Payment Requirements

Vendor invoices submitted electronically through the IPP should be in the proper format and contain the information required for payment processing. To be approved for payment, a "proper invoice" must list the items specified in FAR 52.232-25 (a)(3)(i) through (a)(3)(x), or in the case of a Commercial Item Contract, the items included in 52.212-4(g)(1)(i) through (g)(1)(x).

If the vendor is offering a discount via the IPP, the discount must be reflected on the invoice. The vendor will select 'Create Invoice'. The IPP system will default to 'Net 30 Prompt Pay' under the Payment Terms dropdown box. The vendor will select from 54 different discount options for the invoice that is being created. If the vendor chooses to offer a discount on the invoice screen, the information will interface to the payment system for processing. Discounts that are offered on attachments rather than the invoice itself cannot be accepted.

Under this contract, the following documents are required to be submitted as an attachment to the invoice (Contracting Officer fills in additional documentation that must be furnished by the contractor (e.g. timesheet)). Please do not submit into IPP any documentation/attachments that conflict with what is stated on the invoice:

Payment and Invoice Questions

For payment and invoice questions, contact the Ancillary Systems at (304) 254-3372 or via e-mail at cfo.fm.ipp.customer.support@irs.gov.

(e) Waiver

If the Contractor is unable to use the IPP for submitting payment requests starting on October 1, 2012, then a waiver form must be completed and submitted with the contractor's proposal submission for review and approval by the Contracting Officer based on one of the conditions listed in the waiver. The vendor will be notified prior to award as to whether their request for waiver has been approved or denied. If the waiver is granted, then a copy of the waiver must be submitted with each paper invoice that the vendor submits to the payment office or the invoice will be returned.

(f) Short Payment

Short payment on vendor submitted invoices will no longer be processed or paid. If any portion of the invoice does not meet the requirements for a proper invoice, the entire invoice shall be rejected and returned to the vendor unpaid.

IRS Invoice Processing Platform (IPP) Waiver Form

The IRS invoicing and payment requirements clause (IR1052.232-9000) requires that all invoices under awards made (or effective) on or after October 1, 2012, be submitted electronically via the IPP unless a waiver is requested and granted. If the Contractor is unable to submit its invoice through the IPP, the Contractor shall complete this waiver form indicating the reason for the waiver request by selecting the appropriate box below and providing a narrative summarizing in detail the circumstances requiring a waiver. For a solicitation, submit the waiver form with the proposal submission. For a modification that incorporates the IPP clause into an existing contract, submit the waiver form with the modification. The CO will notify the vendor via e-mail or another appropriate means of communication prior to award as to whether their waiver has been approved or denied. If the waiver is granted, then a copy of the approved waiver must be submitted with each invoice that the vendor submits to the payment office or the invoice will be returned.

Reason for requesting a waiver of the requirement to submit an electronic invoice via the IPP:

[ ] 1. Submission of invoices through IPP would impose a hardship on an individual (includes employees and sole proprietors) due to: either a physical or mental disability; a geographic, language, or literacy barrier; or an undue financial burden. The requirement to submit invoices through the IPP is automatically waived for all individuals who do not have payment capability using ACH with a U.S.

financial institution.

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

[ ] 3. The contractor is located within an area designated by the President of the United States or an authorized agency administration as a disaster area. (Please identify area/location.)

[ ] 4. The submission of invoices electronically may pose a threat to national security, the life or physical safety of an individual may be endangered, or a law enforcement action may be compromised.

[ ] 5. The agency does not expect to receive more than one invoice from the same contractor within a one-year period. i.e., the invoice submission is non-recurring.

[ ] 6. The contractor customarily submits a high volume of invoices on a regular basis via file format, not currently supported by the IPP (i.e., uses a file format other than XML or CSV) and the high volume of invoices would cause a significant burden to the contractor if submitted through the IPP individually. If utilizing this exception, please identify the file formats supported by your invoicing system so that the IPP may consider implementing the requested file format at a later date. File format(s) used:

[ ] 7. Other - Please explain:

Attach a separate sheet of paper with a summary narrative substantiating the circumstances for the waiver exception selected from above (1 through 7).

Waiver Submitted By:

Contractor Name

Name of Person Submitting Request for Waiver Title

Signature of Person Submitting Request for Waiver

E-mail Address Phone No.

Contract/Order No. Date Submitted

Waiver Approved By:

Contracting Officer's Name Printed

Contracting Officer's Signature Date

(End of Clause)

SECTION 508 COMPLIANCE TBD

IR1052.239-9000 Section 508 Information, Documentation and Support (DEC 2019) In accordance with 36 CFR, Appendix C to Part 1194, the information and communication technology (ICT) (ICT) products and product support services documentation furnished in performance of this contract shall be provided at no additional cost. The contractor shall provide information, documentation, and support relative to the supplies and services as described in the statement of work, performance work statement or statement of objectives (select one). The following technical standards and provisions have been determined to be applicable to this contract:

_X Chapter 6: Support Documentation and Services _X 601 General

_X 601.1 _X 602 Support Documentation _X 602.1 _X 602.2 _X 602.3 _X 602.4 _X 603 Support Services _X 603.1 _X 603.2 _X 603.3

IR1052.239-9001 Section 508 Conformance (NOV 2020) Each information and communication technology (ICT) product and/or product related service delivered under the terms of this contract, at a minimum, shall conform to the applicable accessibility standards at 36 CFR, Appendix C to Part 1194 at the level of conformance as specified in the Attachment entitled, “(Please state where attachment may be found and name of attachment for example, Section J., Voluntary Product Accessibility Template (VPAT) or Section J., Evaluation Matrix).” The following technical standards have been determined to be applicable to this contract:

Chapter 4: Hardware 401 General 401.1 402 Closed Functionality

402.1 402.2(1-6) 402.3 402.4 402.5 403 Biometrics 403.1 404 Preservation of Information Provided for Accessibility 404.1 405 Privacy 405.1 406 Standard Connections 406.1 407 Operable Parts

407.1 407.2 407.3 407.4 407.5

407.6 407.7 407.8 408 Display Screens

408.1 408.2 408.3 409 Status Indictors 409.1 410 Color Coding 410.1 411 Audible Signals 411.1 412 ICT with Two-Way Communication

412.1 412.2 412.3 412.4 412.5

412.6 412.7 412.8 413 Closed Caption Processing Technologies 413.1 414 Audio Description Processing Technologies 414.1 415 User Controls for Captions and Audio Descriptions 415.1 _X Chapter 5: Software _X 501 General _X 501.1 _X 502 Interoperability with Assistive Technology

_X 502.1 _X 502.2 _X 502.3 _X 502.4(A-G) _X 503 Applications _X 503.1 _X 503.2 _X 503.3 _X 503.4 _X 504 Authoring Tools _X 504.1 _X 504.2 _X 504.3 _X 504.4 _X Chapter 7: Referenced Standards _X 701 General _X 701.1 _X 702 Incorporation by Reference _X 702.1 702.2 _X 702.3 _X 702.4 702.5

702.6 702.7 702.8 702.9 _X 702.10 The standards do not require the installation of specific accessibility related software or the attachment of an assistive technology device, but merely require that the ICT be compatible with such software and devices so that it can be made accessible if so required by the agency in the future. The following functional performance criteria (36 CFR Chapter 3) apply to this contract.

_X Chapter 3: Functional Performance Criteria _X 301 General _X 301.1 _X 302 Functional Performance Criteria _X 302.1 _X 302.2 _X 302.3 _X 302.4 _X 302.5

IR1052.239.9002 Section 508 Services (JUN 2022) All contracts, solicitations, purchase orders, delivery orders and interagency agreements that contain a requirement of services which will result in the delivery of a new or updated information and communication technology(ICT) item/product must conform to the applicable provisions of the appropriate technical standards in 36 CFR, Appendix C to Part 1194, and functional performance criteria in 36 CFR Chapter 3, unless an agency exception to this requirement exists at FAR 39.204 Exceptions. The following technical standards and provisions have been determined to be applicable to this contract:

Chapter 4: Hardware 401 General 401.1 402 Closed Functionality

402.1 402.2(1-6) 402.3 402.4 402.5 403 Biometrics 403.1 404 Preservation of Information Provided for Accessibility 404.1 405 Privacy 405.1 406 Standard Connections 406.1 407 Operable Parts

407.1 407.2 407.3 407.4 407.5

407.6 407.7 407.8 408 Display Screens

408.1 408.2 408.3 409 Status Indictors 409.1

410 Color Coding 410.1 411 Audible Signals 411.1 412 ICT with Two-Way Communication

412.1 412.2 412.3 412.4 412.5

412.6 412.7 412.8 413 Closed Caption Processing Technologies 413.1 414 Audio Description Processing Technologies 414.1 415 User Controls for Captions and Audio Descriptions 415.1

_X Chapter 5: Software _X 501 General _X 501.1 _X 502 Interoperability with Assistive Technology _X 502.1 _X 502.2 _X 502.3 _X 502.4(A-G) _X 503 Applications _X 503.1 _X 503.2 _X 503.3 _X 503.4 _X 504 Authoring Tools _X 504.1 _X 504.2 _X 504.3 _X 504.4 _X Chapter 7: Referenced Standards _X 701 General _X 701.1 _X 702 Incorporation by Reference _X 702.1 702.2 _X 702.3 _X 702.4 702.5

702.6 702.7 702.8 702.9 _X 702.10

The standards do not require the installation of specific accessibility related software or the attachment of an assistive technology device, but merely require that the ICT be compatible with such software and devices so that it can be made accessible if so required by the agency in the future. The following functional performance criteria (36 CFR Chapter 3) apply to this contract.

_X Chapter 3: Functional Performance Criteria _X 301 General _X 301.1 _X 302 Functional Performance Criteria _X 302.1 _X 302.2 _X 302.3 _X 302.4 _X 302.5

Section V - PROVISIONS

52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

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 maketheir 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 submittingthe full text of those provisions, the offeror may identify the provision by paragraph identifier andprovide 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): WWW.ACQUISITION.GOV

(End of provision)

FEDERAL ACQUISITION REGULATION (48 CFR CHAPTER 1) PROVISIONS

The following Provisions are incorporated by reference:

Clause Number Title Date

52.203-18 Prohibition on Contracting with Entities that Require Certain Internal Confidentiality Agreements or Statements-Representation

(Jan 2017)

52.204-26 Covered Telecommunications Equipment or Services—Representation

(Oct 2020)

52.217-5 Evaluation of Options (Jul 1990)

The following Provisions are in full text:

52.204-17 Ownership or Control of Offeror (Aug 2020)

(a) Definitions. As used in this provision—

Commercial and Government Entity (CAGE) code means—

(1) An identifier assigned to entities located in the United States or its outlying areas by the Defense Logistics Agency (DLA) Commercial and Government Entity (CAGE) Branch to identify a commercial or government entity by unique location; or

(2) An identifier assigned by a member of the North Atlantic Treaty Organization (NATO) or by the NATO Support and Procurement Agency (NSPA) to entities located outside the United States and its outlying areas that the DLA Commercial and Government Entity (CAGE) Branch records and maintains in the CAGE master file. This type of code is known as a NATO CAGE (NCAGE) code.

Highest-level owner means the entity that owns or controls an immediate owner of the offeror, or that owns or controls one or more entities that control an immediate owner of the offeror. No entity owns or exercises control of the highest level owner.

Immediate owner means an entity, other than the offeror, that has direct control of the offeror.

Indicators of control include, but are not limited to, one or more of the following: Ownership or interlocking management, identity of interests among family members, shared facilities and equipment, and the common use of employees.

(b) The Offeror represents that it [_] has or [_] does not have an immediate owner. If the Offeror has more than one immediate owner (such as a joint venture), then the Offeror shall respond to paragraph

(c) and if applicable, paragraph (d) of this provision for each participant in the joint venture.

(c) If the Offeror indicates “has” in paragraph (b) of this provision, enter the following information:

Immediate owner CAGE code:

Immediate owner legal name:

(Do not use a “doing business as” name)

Is the immediate owner owned or controlled by another entity?: [_] Yes or [_] No.

(d) If the Offeror indicates “yes” in paragraph (c) of this provision, indicating that the immediate owner is owned or controlled by…