1747S.pdf

Program 1747-S (06/11) Page 1 of 21 Specifications by: GDC Reviewed by: KJC

U.S. GOVERNMENT PRINTING OFFICE

Dallas, Texas

GENERAL TERMS, CONDITIONS, AND SPECIFICATIONS

For the Procurement of

Copying/Duplicating/Scanning Case Files, IRS, Dallas Area as requisitioned from the U.S. Government Printing Office (GPO) by the

Department of the Treasury

Single Award

CONTRACT TERM: The term of this contract is for the period beginning July 1, 2010 and ending June 30, 2011, plus four optional 12-month extension periods that may be added in accordance with the "Option to Extend the Contract Term" clause in this contract.

BID OPENING: Bids shall be publicly opened at 2 p.m., prevailing Dallas, TX time, on June 21, 2010.

BIDDERS, PLEASE NOTE: These specifications have been extensively revised; therefore, all bidders are cautioned to familiarize themselves with all provisions of these specifications before bidding.

RESTRICTION ON LOCATION OF PRODUCTION FACILITIES: All production facilities used in the manufacture of the product(s) ordered under this contract must be located within a 25-mile radius of the Internal Revenue Service (IRS) office located at 4050 Alpha Road, Farmers Branch, TX 75244.

Any bidder intending to use production facilities outside this area should furnish information, with the bid, which will on its face demonstrate ability to meet the schedule requirements. The determination by the Government of the acceptability of this information in no way relieves the successful bidder of the responsibility for compliance with these schedule requirements.

Questions of a technical nature concerning this contract should be directed to Glen Carlson at (214) 767- 0451, ext. 17. (No collect calls.)

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SECTION 1.- GENERAL TERMS AND CONDITIONS

GPO CONTRACT TERMS: Any contract which results from this Invitation for Bid will be subject to the applicable provisions, clauses, and supplemental specifications of GPO Contract Terms (GPO Publication 310.2, effective December 1, 1987 (Rev. 6-01)) and GPO Contract Terms, Quality Assurance Through Attributes Program for Printing and Binding (GPO Publication 310.1, effective May 1979 (revised April 1996)) (available at http://www.gpo.gov/vendors/sfas.htm/index.html ).

SUBCONTRACTING: Subcontracting will not be permitted.

QUALITY ASSURANCE LEVELS AND STANDARDS: The following levels and standards will apply to these specifications:

Product Quality Levels:

(a) Printing (page related) Attributes -- Level IV.

(b) Finishing (Item related.) Attributes -- Level IV.

Inspection Levels (from ANSI/ASQC Z1.4):

(a) Non-destructive Tests - General Inspection Level I.

(b) Destructive Tests - Special Inspection Level S-2.

Specified Standards: The specified standards for the attributes requiring them shall be:

Attribute Specified Standard

P-7. Type Quality and Uniformity Camera Copy/Government-Furnished Material

FACSIMILE BIDS: Facsimile bids are permitted.

(a) Definition. "Facsimile bid," as used in this solicitation, means a bid, modification of a bid, or withdrawal of a bid that is transmitted to and received by the Government via electronic equipment that communicates and reproduces both printed and handwritten material.

(b) Bidders may submit facsimile bids as responses to this solicitation. These responses must arrive at the place and by the time specified in the solicitation.

(c) Facsimile bids that fail to furnish required representations or information or that reject any of the terms, conditions, and provisions of the solicitation will be excluded from consideration.

(d) Facsimile bids must contain the required signatures.

(e) The Government reserves the right to make award solely on the facsimile bid. However, bidders agree to promptly submit the complete original signed bid.

(f) Submit facsimile bid to FAX No. 214-767-4101, one bid per facsimile.

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FACSIMILE BIDS (contd.):

(g) If the bidder chooses to transmit a facsimile bid, the Government will not be responsible for any failure attributable to the transmission or receipt of the facsimile bid including, but not limited to, the following:

(1) Receipt of garbled or incomplete bid.

(2) Availability or condition of the receiving facsimile equipment.

(3) Incompatibility between the sending and receiving equipment.

(4) Delay in transmission or receipt of bid.

(5) Failure of the bidder to properly identify the bid.

(6) Illegibility of bid.

(7) Security of bid data.

OPTION TO EXTEND THE CONTRACT TERM: The Government has the option to extend the term of this contract for a period of 12 months by written notice to the contractor not later than 60 days before the contract expires. If the Government exercises this option, the extended contract shall be considered to include this clause, except, the total duration of the contract may not exceed five (5) years as a result of, and including, any extension(s) added under this clause. Further extension may be negotiated under the "Extension of Contract Term" clause. See also "Economic Price Adjustment" for periodic pricing revision.

EXTENSION OF CONTRACT TERM: At the request of the Government, the term of any contract resulting from this solicitation may be extended for such period of time as may he mutually agreeable to the GPO and the contractor.

ECONOMIC PRICE ADJUSTMENT: The prices set forth in this contract shall be adjusted in accordance with the provisions of this clause, provided that, in no event will prices be revised to exceed the maximum permissible under any law existing as of the date of the contract or as may be hereafter promulgated.

Price adjustment period: For the purpose of this clause, the program years shall comply with the Contract Term clause. There shall be no price adjustment for orders placed during the first program year of this contract.

Price adjustment: The prices shall he adjusted on the basis of the "Consumer Price Index For All Urban Consumers - Commodities Less Food, Seasonally Adjusted," published monthly in the CPI Detailed Report by the Department of Labor, Bureau of Labor Statistics, in the following manner:

(1) The contract price of orders placed during the adjusted period (excluding reimbursable postage or transportation costs) shall be adjusted by the percentage increase or decrease in the average, seasonally adjusted Consumer Price Index For All Urban Consumers - Commodities Less Food (seasonally adjusted) as follows: An index shall be calculated by averaging the 12 seasonally adjusted months ending 3 months prior to the expiration of the first period of the contract. This average is then compared with the average index for the 12-month period ending 3 months prior to the beginning of the contract, called the base index. The percentage increase or decrease by comparing these two indexes shall be applied to the contractor's invoices for orders placed during the price adjustment period.

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ECONOMIC PRICE ADJUSTMENT (contd.):

(2) The Government will notify the contractor in writing of the percentage increase or decrease to be applied to any invoices to be submitted for orders subject to price adjustment in accordance with this clause. Such percentage will be determined from the published index as set forth above. The contractor shall apply the percentage increase or decrease against the total price of the invoice less reimbursable postage or transportation costs. Any applicable discounts will be calculated on the basis of the invoice price as adjusted.

If the Government exercises an option, the extended contract shall be considered to include this economic price adjustment clause.

NOTE: The Economic Price Adjustment (EPA) is NOT cumulative. The EPA is applied to the original contract price not to the original contract price plus any other EPAs applied.

ASSIGNMENT OF JACKETS, PURCHASE AND PRINT ORDERS: A GPO jacket number will be assigned and a purchase order issued to the contractor to cover work performed. The purchase order will be supplemented by an individual "Print Order" for each job placed with the contractor. The print order, when issued, will indicate the quantity to be produced and any other information pertinent to the particular order.

PREAWARD SURVEY: In order to determine the responsibility of the prime contractor or any subcontractor, the Government reserves the right to conduct an on-site preaward survey at the contractor's/subcontractor's facility or to require other evidence of technical, production, managerial, financial, and similar abilities to perform, prior to the award of a contract.

The security and confidentiality of Government legal documents handled and stored by the contractor during the execution of this contract are of critical importance to the IRS. Accordingly, GPO and IRS representatives will be especially attentive to how Government documents will be handled, processed and stored during any preaward survey(s) initiated by the IRS. Should the preaward survey reveal a security deficiency that jeopardizes or otherwise compromises the secure and confidential operation of this contract as specified herein, the Government reserves the right to declare the contractor non-responsible if such a deficit cannot be remedied by the contractor in a timely fashion at no additional expense to the Government.

SECURITY GUIDELINES:

The contractor must ensure compliance with the IRS Physical Security Standards at all times as prescribed in Internal Revenue Manual (IRM) 10.2.3. (A copy of the IRM can be obtained at http://www.irs.gov/irm.) The IRS reserves the right to conduct both on-site pre-award and post-award Safeguard Reviews at any time during the term of the contract.

The work area should be located in a commercial facility that is in full compliance with all local building and fire codes. In order to comply with the physical security guidelines, the physical location must have perimeter walls that are slab to slab, and the walls must extend from the floor to the structural ceiling. For offices located on the ground floor with glass windows, security glass breaks must be incorporated in the intrusion system.

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SECURITY GUIDELINES (contd.):

All access doors should be equipped with high security locks that are not easily compromised. The locking devices should be high-security, pin-tumbler cylinder locks that are key operated mortised or rim-mounted dead-bolt lock. The locks should have no less than one-inch throw and at least five pin tumblers. If bolt is visible when locked, it must contain hardened inserts or be made of steel. Both the keys and the lock must be "off master". All keys issued to this space must be accounted for and controlled, even when not in use. If combination locks are used, they should have no less than four digits in the combination with a recorded audit trail. The space must also have a current access list of employees allowed to access the space. All perimeter doors must be solid cored or metal. The door hinges must be non-removal or installed on the interior of the door so that they cannot be removed from the outside of the space. If the door has a glass insert it must have wire mesh sandwich between the glasses to prevent unauthorized access into the space. The space should be cleaned during daytime hours in the company of the contractor employees. If daytime cleaning is not possible, the cleaning personal will be advised of nondisclosure of information requirements set out in Internal Revenue Code (IRC) 7213A and IRM 11.3.1.5.2. (A copy of the IRC can be obtained at the following web address:

http://www.access.gpo.gov/uscode/title26/subtitlef_chapter75_subchaptera_parti_.html).

During transportation, the contractor will ensure that IRS documents are not co-mingled with other non- IRS documents. The documents should be transported in sealed marked containers and segregated from other documents during transportation. The markings should not disclose the name or any other identifying information of the records. Records/materials requiring pre-production or non-working hour storage should be stored in locked containers within a secured area with the access controlled. The vehicle that the contractor uses to transport the furnished job materials must be locked at all times unless loading and unloading cartons. If authorized personnel must make more than one trip to load or unload cartons, the contractor must have another authorized person guarding the cartons in the vehicle. Cartons in a locked vehicle left unattended by an authorized person are in direct violation of the contract. The only time the cartons can be left unattended is in the secure area of the plant.

The Internal Revenue Service shall have the right to send its officers and employees into the offices and plants of the contractor for inspection of the facilities and operations provided for the performance of any work under this contract. On the basis of such inspection, the Contracting Officer, Government Printing Office, Dallas Regional Printing Procurement Office, may require specific remedial measures in cases where the contractor is found to be non-complaint with the required contractor safeguards.

Contract personnel performing work under this contract must be informed of the sensitivity of the data;

must preclude loss of, theft of, destruction of, or unauthorized access to IRS data; and must read and be familiar with IRS Publication 4465-A (attached).

Contract personnel performing work under this contract must be in full compliance with all Federal tax laws and regulations. They must be either a United States (US) citizen or a lawful permanent resident of the US. A lawful permanent resident is any individual who is not a citizen or national of the US who has been lawfully admitted into the US and accorded the privilege of residing permanently in the US as an immigrant in accordance with the immigration laws. Security requirements contained in this contract apply to both US citizens and lawful permanent residents performing work under this contract.

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CRIMINAL/CIVIL SANCTIONS:

1. Each officer or employee of the contractor at any tier to whom "Official Use Only" information may be made available or disclosed shall be notified in writing by the contractor that "Official Use Only" information disclosed to such officer or employee can be used only for a purpose and to the extent authorized herein, and that further disclosure of any such "Official Use Only" information, by any means, for a purpose or to an extent unauthorized herein, may subject the offender to criminal sanctions imposed by 18 U.S.C. Sections 641 and 3571. (A copy of the United States Code (U.S.C.) can be obtained at http://www.gpoaccess.gov/uscode/index.html.)

Section 641 of 18 U.S.C. provides, in pertinent part, that whoever knowingly converts to his use or the use of another, or without authority sells, conveys, or disposes of any record of the United States or whoever receives the same with the intent to convert it to his use or gain, knowing it to have been converted, shall be guilty of a crime punishable by a fine or imprisoned up to ten years or both.

2. Additionally, it is incumbent upon the contractor to inform its officers and employees of the penalties for improper disclosure imposed by the Privacy Act of 1974, 5 U.S.C. 552a. Specifically, 5 U.S.C. 552a(i)(1), which is made applicable to contractors by 5 U.S.C. 552a(m)(1), provides that any officer or employee of a contractor, who by virtue of his/her employment or official position, has possession of or access to agency records which contain individually identifiable information, the disclosure of which is prohibited by the Privacy Act or regulations established thereunder, and who knowing that disclosure of the specific material is so prohibited, willfully discloses the material in any manner to any person or agency not entitled to receive it, shall be guilty of a misdemeanor and fined not more than $5,000.

PRIVACY ACT NOTIFICATION: This procurement action requires the contractor to do one or more of the following: design, develop, or operate a system of records on individuals to accomplish an agency function in accordance with the Privacy Act of 1974, Public Law 93-579, December 31, 1974 (5 U.S.C.

552a) and applicable agency regulations. Violation of the Act may involve the imposition of criminal penalties.

PRIVACY ACT:

(a) The contractor agrees:

(1) to comply with the Privacy Act of 1974 and the rules and regulations issued pursuant to the Act in the design, development, or operation of any system of records on individuals in order to accomplish an agency function when the contract specifically identifies (i) the system or systems of records and (ii) the work to be performed by the contractor in terms of any one or combination of the following: (A) design, (B) development, or (C) operation;

(2) to include the solicitation notification contained in this contract in every solicitation and resulting subcontract and in every subcontract awarded without a solicitation when the statement of work in the proposed subcontract requires the design, development, or operation of a system of records on individuals to accomplish an agency function; and

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PRIVACY ACT (contd.):

(3) to include this clause, including this paragraph (3), in all subcontracts awarded pursuant to this contract which require the design, development, or operation of such a system of records.

(b) In the event of violations of the Act, a civil action may he brought against the agency involved where the violation concerns the design, development, or operation of a system of records on individuals to accomplish an agency function, and criminal penalties may be imposed upon the officers or employees of the agency where the violation concerns the operation of a system of records on individuals to accomplish an agency function. For purposes of the Act when the contract is for the operation of a system of records on individuals to accomplish an agency function, the contractor and any employee of the contractor is considered to be an employee of the agency.

(c) The terms used in this clause have the following meanings:

(1) "Operation of a system of records" means performance of any of the activities associated with maintaining the system of records including the collection, use, and dissemination of records.

(2) "Record" means any item, collection or grouping of information about an individual that is maintained by an agency, including, but not limited to, his education, financial transactions, medical history, and criminal or employment history and that contains his name, or the identifying number, symbol, or other identifying particular assigned to the individual, such as a finger or voice print or a photograph.

(3) "System of records" on individuals means a group of any records under the control of any agency from which information is retrieved by the name of the individual or by some identifying number, symbol, or other identifying particular assigned to the individual.

ORDERING: Items to be furnished under the contract shall be ordered by the issuance of print orders by the Government. Orders may be issued under the contract from July 1, 2010 through June 30, 2011 plus for such additional period(s) as the contract is extended. All print orders issued hereunder are subject to the terms and conditions of the contract. The contract shall control in the event of conflict with any print order. A print order shall be "issued" for purposes of the contract, when it is either deposited in the U.S.

Postal Service mail or otherwise furnished to the contractor in conformance with the schedule.

REQUIREMENTS: This is a requirements contract for the items and for the period specified herein.

Shipment/delivery of items or performance of work shall be made only as authorized by orders issued in accordance with the clause entitled "Ordering". The quantities of items specified herein are estimates only, and are not purchased hereby. Except as may be otherwise provided in this contract, if the Government's requirements for the items set forth herein do not result in orders in the amounts or quantities described as "estimated", it shall not constitute the basis for an equitable price adjustment under this contract.

Except as otherwise provided in this contract, the Government shall order from the contractor all the items set forth which are required to be purchased by the Government activity identified on page 1.

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REQUIREMENTS (contd.):

The Government shall not be required to purchase from the contractor, requirements in excess of the limit on total orders under this contract, if any.

Orders issued during the effective period of this contract and not completed within that time shall he completed by the contractor within the time specified in the order, and the rights and obligations of the contractor and the Government respecting those orders shall be governed by the terms of this contract to the same extent as if completed during the effective period of this contract.

If shipment/delivery of any quantity of an item covered by the contract is required by reason of urgency prior to the earliest date that shipment/delivery may be specified under this contract, and if the contractor will not accept an order providing for the accelerated shipment/delivery, the Government may procure this requirement from another source.

The Government may issue orders which provide for shipment/delivery to or performance at multiple destinations.

Subject to any limitations elsewhere in this contract, the contractor shall furnish to the Government all items set forth herein which are called for by print orders issued in accordance with the "Ordering" clause of this contract.

PAYMENT: Submit all vouchers to: Comptroller, Stop FMCE, Office of Financial Management, U.S.

Government Printing Office, Washington, D.C. 20401. Vouchers may be faxed to 202-512-0992 or 202-512-0993. To expedite payment from GPO, use the bar code cover sheet. Refer to the following web page for instructions: http://winapps.access.gpo.gov/fms/vouchers/barcode . If the bar code cover sheet is used, fax the voucher and the bar code cover sheet to 202-512-1851 in lieu of the fax numbers listed above.

NOTE: Concurrent with submittal of the contractor’s voucher to GPO for payment, the contractor must provide a copy of the detailed invoice to the IRS, Attn: Rose Wong. Fax the copy to 510-637-2768.

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SECTION 2.- SPECIFICATIONS

SCOPE: These specifications cover the production of investigative and administrative case files containing sensitive employee information and data that will require such operations as copy pickup, disassembly and re-assembly of furnished copy, copying/duplicating, Optical Character Recognition (OCR) scanning and conversion to text-searchable Adobe Acrobat Portable Document Format (PDF) files, bookmarking/hyperlinking of PDF files, producing “blowback” hard copies from PDF files, copying PDF files to CD, Bates numbering, collating, numbering, binding, packing, delivery and safeguarding of information.

TITLE: Copying/Duplicating/Scanning, Case Files, IRS, Dallas Area.

FREQUENCY OF ORDERS: Approximately 500 orders per year.

QUANTITY:

Approximately 65% of orders will require copying/duplicating only (1 to 8 copies per order with an average of 5 copies per order).

Approximately 35% of orders will require OCR scanning and conversion to text-searchable PDF files, bookmarking/hyperlinking, copying PDF files to CD, and producing “blowback” hard copies from the PDF files (1 to 8 copies per order with an average of 5 copies per order).

NUMBER OF PAGES: Approximately 50 to 3,000 pages per order plus 1 to 125 tab dividers per order with an average of 475 pages and 30 tab dividers per order.

TRIM SIZE: 8-1/2 x 11”.

GOVERNMENT TO FURNISH: Camera copy consisting of reprint or typewritten copy to be reproduced at 100%, 95% and occasionally at other rates of reduction. The individual print order will specify the rate of reduction, if applicable. In some cases, copy may be poor and will require care in reproducing to obtain acceptable results. Most camera copy will be furnished one side only; however, some two-sided copy may be furnished. All Government-furnished two-sided copy will require one-sided reproduction. An occasional order may require the contractor to produce “blowback” hard copies from a PDF file other than those PDF files produced under this contract.

NOTE: Camera copy will be furnished in various sections/volumes fastened with staples, paper clips and/or binder clips. Some pages may be wrinkled, torn or in otherwise poor condition. The contractor must remove all fasteners and prepare material for reproduction. Upon completion of the order, the contractor must return the original copy in the same order as originally furnished. The contractor does not have to re-attach staples, paper clips and/or other internal fasteners.

Print orders. Report Covers with 2 prong Acco-type fasteners.

One reproduction proof, Form 905 (R. 3/90) with labeling and marking specifications.

Identification markings such as register marks, ring folios, rubber stamped jacket numbers, commercial identification marks of any kind, etc., except GPO imprint, form number, and revision date, carried on copy or film, must not print on finished product.

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CONTRACTOR TO FURNISH: All materials and operations, other than those listed under “Government to Furnish,” necessary to produce the product(s) in accordance with these specifications.

Upon award, the contractor must sign the Contractor Compliance and Acceptance form attached to these specifications and provide a signed copy to the Government Printing Office and the IRS. The signed form may be faxed or e-mailed to Glen Carlson at 214-767-0456 or gcarlson@gpo.gov and Rose Wong at 510-637-2768 or rose.wong@irs.gov .

SECURE PRODUCTION AREA/STORAGE ENVIRONMENT: All work performed under this contract must be accomplished in a secure area within the contractor’s facility that the general public is unable to access or view any documents being processed. All retained copies shall be processed and stored in satisfaction of the Privacy Act, requiring the contractor to "establish appropriate administrative, technical and physical safeguards to insure the security and confidentiality of records and to protect against any anticipated threats or hazards to their security or integrity which could result in substantial harm, embarrassment, inconvenience or unfairness to any individual on whom information is maintained."

Accordingly, the release of any IRS case file materials to any person or party not expressly authorized by the IRS is strictly prohibited. The contractor shall take all appropriate action and measures to minimize exposure of the furnished materials to a minimum number of employees. The contractor will be required to account for all furnished originals and manufactured copies. Unless otherwise indicated, all extra copies (in any format), waste, spoilage sheets, and so forth are to be destroyed beyond recognition and reconstruction. All electronic files and data shall he completely purged from all data storage components of the contractor's computer facility.

Pursuant to the Privacy Act, any contractor employee who willfully discloses the content of the retained Government material to any person or agency not entitled to receive it shall be subject to criminal penalty and a fine.

STOCK/PAPER: The specifications of all paper furnished must be in accordance with those listed herein or listed for the corresponding JCP Code numbers in the "Government Paper Specification Standards No. 11" dated February 1999. All paper used in each copy must be of a uniform shade.

Plain Copier, Xerographic, White, grammage 75 g/m2 (basis weight: 20 lbs per 500 sheets, 17 x 22"), equal to JCP Code O65.

PRINTING: Copy/duplicate face only in black.

MARGINS: Margins will be specified on the print order or furnished copy.

NUMBERING ORIGINALS: All orders will require the contractor to "Bates Number" (i.e. serial number) all submitted original documents (may include tab dividers) at the bottom center prior to reproduction. The contractor shall print an identifying serial number in black ink on each furnished original, serially stamping a number on each document that duplicates the sequence of the furnished originals. The numbering must not cover any type matter. The Bates Number must appear on all copies.

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NUMBERING/INSERTION OF CONTRACTOR FURNISHED TAB DIVIDERS: The camera copy provided by the Department will contain tab dividers with hand-written numbers on the 1/2-inch lips inserted into the proper position within the camera copy. The contractor will supply all tab dividers necessary for reproduction. All tab dividers are 90 lb. white index, 9 x 11" (including a 1/2" tab in the 9" dimension), 1/5th cut. The contractor must print the tab dividers on the face of the 1/2" lip with single and/or double digits and insert the tab dividers within the text to match the Government furnished material. Occasional orders may require the contractor to furnish preprinted tab divider sets of one bank of 1/26th cut tabs printing A through Z and/or one bank of 1/25th cut tabs printing 1 through 25. HAND-

WRITTEN NUMBERS ARE NOT ACCEPTABLE.

DRILLING: Drill three round holes, 3/8" in diameter, 4 1/4" center to center, 3/8" from the left edge and/or two round holes, 1/4" in diameter, 2 3/4" center to center, 3/8" from the top edge or as otherwise specified on the print order.

BINDING: The contractor must gather the text and tab dividers in the exact sequence as the furnished original copy and insert the text and tab dividers onto the 3" prong fasteners of the Government furnished report covers. In lieu of inserting text and tab dividers into Government-furnished report covers, the contractor will shrink wrap each set of text and tab dividers. The print order will specify.

NOTE: Each report cover with text and tab dividers inserted onto the prongs must not exceed 2-1/2" in thickness. If the duplication of the original copy furnished by the Government exceeds 2-1/2" in thickness, the contractor must utilize additional report covers and separate the finished product equally among the required amount of report covers.

DIGITAL SCANNING AND ARCHIVING REQUIREMENTS: For approximately 35% of orders, the contractor must scan IRS case file documents (Administrative File and Investigative File), perform OCR processing and convert the processed documents to text-searchable PDF files. Files must be scanned at a minimum of 300 dpi. The contractor must use the most recent version of Adobe Acrobat and Adobe Distiller to create the text-searchable PDF files. It is assumed that contractor shall best meet the stated contract requirements by distilling the copy elements using Adobe Distiller “Print Optimized” settings.

The contractor shall contact the GPO before undertaking any alternative to this production assumption.

The final Adobe Acrobat PDF documents shall include the following qualities and features:

(1) All documents must have electronic bookmarks/hyperlinks corresponding to the file index and section dividers of the paper case file.

(2) All documents must be key-word searchable.

(3) All pages, including tab dividers, must be numbered electronically, in sequential order, at the bottom center of each page, starting with the first page of each file as specified on print order.

(4) The Administrative File and Investigative File must be archived onto one CD-R. If not possible, archive the Administrative File onto one CD-R and the Investigative File onto another CD-R.

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DIGITAL SCANNING AND ARCHIVING REQUIREMENTS (contd.):

(5) All PDF pages, tables, charts, photos, etc. shall be aligned (i.e. straight, no skewing). Pages will be centered so that the display does not jump off-center when progressing from left-hand to right-hand pages.

(6) When pages must be rotated, they are to open at 100%.

(7) Using the furnished case file title or names, the contractor shall assign file names in an intuitive manner, to make them as user-friendly as possible. Before assigning any file names, the contractor shall call the IRS contact(s) cited on the Print Order to discuss the file naming convention(s) to be used for any given order.

All duplicate (burned) CD-R discs shall be manufactured in accordance with the Phillips Orange Book, Part II: CD-R, Vols. 1 and 2 (Version 3.1, 1998). Duplicate CD-R discs manufactured under the terms of this contract will be 650 MB (74-minute) or 700 MB (80 minute) capacity discs, to be used on consumer quality target CD-ROM drives within a Microsoft Windows operating system environment.

Patent Rights: Several firms claim patent rights, which may be applicable to CD-ROM/DVD-ROM duplication. For example, see http://www.licensing.philips.com. U.S. Philips Corporation and Sony Corporation claim to hold patents for certain technologies essential to the manufacture and duplication/replication of CD-ROM/DVD-ROM's and assert it is impossible to manufacture or duplicate a CD-ROM/DVD-ROM disc without infringing these patents. The patent claims cover, among other things, both the physical structure of and the manner in which data is encoded on a CD-ROM/DVD- ROM. Other firms, including Discovision Associates, Irvine, CA, also claim similar patent rights.

By submission of a bid, bidders certify that they hold a license under all patents applicable to their duplication of CD discs.

Warning: All electronic media made by the contractor must be kept accountable and under reasonable security to prevent unauthorized release. Disks are not to be duplicated in whole or part for any other purpose than to create material to be used in the performance of this contract. All duplicate media shall be degaussed or securely overwritten and any printouts and non-erasable media shall be destroyed by the contractor.

Disc labeling: Before labeling the CD-R master(s), the contractor shall call the IRS contact(s) cited on the Print Order to discuss the CD-R naming convention(s) to be used for any given order. Unless otherwise indicated by the IRS, the contractor shall label each CD-R in a professional manner to most accurately reflect the contents archived thereon.

Disc packaging: The contractor shall first slip each CD disc into a common commercially available CD- R jewel case with the labeled side of the disc facing up. The contractor shall then insert each jewel case with disc into a common commercially available CD mailer suitable for USPS mailing purposes.

PACKING: Pack in sealed shipping containers suitable for secure handling and delivery. Each shipping container must not exceed 28-32 pounds when fully packed. Shipping containers must be corrugated or solid fiberboard containers with a minimum bursting strength of 275 p.s.i. Note: The title of the case file or documents must not appear on the exterior surface of any shipping container.

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LABELING AND MARKING: Reproduce shipping container label from furnished repro, fill in appropriate blanks (with the exception noted in "PACKING" above) and affix a label to each shipping container.

DISTRIBUTION: Deliver f.o.b. destination to Department of the Treasury, Complaint Center, 4050 Alpha Road, Stop 1010 MSRO, Room 1032 A, Dallas, TX 75244-4201. INSIDE DELIVERY IS

REQUIRED.

The contractor must return all Government furnished material under separate cover via traceable means to the address above. All expenses incidental to returning material and furnishing samples must be borne by the contractor.

RECEIPT FOR DELIVERY: The contractor must furnish their own receipts for delivery. These receipts must include the GPO jacket number, program number, print order number, total quantity delivered, number of cartons and quantity per carton, date delivery made and signature of Government agent accepting delivery. The original copy of this receipt must accompany the contractor's voucher for payment.

SCHEDULE: Adherence to this schedule must be maintained. Contractor must not start production of any job prior to receipt of the individual print order (GPO Form 2511).

No definite schedule for pickup of material can be predetermined. Furnished material will be ready for pickup (at contractor's expense) upon notification by the Government. Furnished material must be picked up from and delivered to the address listed under "DISTRIBUTION". No more than 2 pickups per day.

All pickups and deliveries must be made Monday through Friday, exclusive of Federal holidays, before 2:00 p.m. local prevailing Dallas, TX time.

NOTE: Third party couriers are not permitted. All pickups and deliveries must be made by a direct employee of the awarded contractor.

The following schedule begins the workday after notification of the availability of furnished material.

Most orders require delivery within 3 workdays; however, an occasional order may require delivery within 2 workdays dependent upon the need of the Department.

The ship/delivery date indicated on the print order is the date products ordered for delivery f.o.b.

destination must be delivered to the destination(s) specified.

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SECTION 3.- DETERMINATION OF AWARD

The Government will determine the lowest bid by applying the prices offered in the "Schedule of Prices" to the following units of production which are the estimated requirements to produce one year's orders under this contract. These units do not constitute, nor are they to be construed as, a guarantee of the volume of work which may be ordered for a like period of time.

The following item designations correspond to those listed in the "Schedule of Prices".

I. (a) 772

(b) 416

(c) 75

II. (a) 595

III. (a) 147

(b) 5

(c) 5

IV. (a) 832

(b) 832

(c) 175

(d) 595

(e) 488

(f) 595

(g) 155

(h) 83

(i) 1

(j) 500

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SECTION 4.- SCHEDULE OF PRICES

Bids offered are f.o.b. destination.

Prices must include the cost of all required materials and operations for each item listed in accordance with these specifications.

Bidder must make an entry in each of the spaces provided. Bids submitted with any obliteration, revision, or alteration of the order and manner of submitting bids may be declared nonresponsive.

An entry of NC (No Charge) shall be entered if bidder intends to furnish individual items at no charge to the Government.

Bids submitted with NB (No Bid) or blank spaces for an item may be declared nonresponsive.

The Contracting Officer reserves the right to reject any offer that contains prices for individual items of production (whether or not such items are included in the Determination of Award) that are inconsistent or unrealistic in regard to other prices in the same offer or to GPO prices for the same operation if such action would be in the best interest of the Government.

All vouchers submitted to the GPO shall be based on the most economical method of production.

Fractional parts of 100 or 1,000 will be prorated at the per 100 or per 1,000 rate.

Cost of all required paper must be charged under Item II.

I. COPYING/DUPLICATING: Charges will be allowed for printed pages only.

(a) Trim/Page-size (from camera copy)……per 1000 impressions……………..$__________

(b) Trim/Page-size (from PDF)…………….per 1000 impressions……………..$__________

(c) Printing numbers on tab dividers………per 1000 dividers………………….$__________

II. PAPER: Payment for all paper supplied by the contractor under the terms of these specifications, as ordered on the individual print orders, will be based on the net number of leaves furnished for the product(s) ordered. The cost of any paper required for makeready or running spoilage must be included in the prices offered.

Computation of the net number of leaves will be based on each page-size leaf.

Per 1000 leaves

(a) Plain Copier, Xerographic, White (75 g/m2 (20 lb.))………………$__________

Initials

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III. TAB DIVIDERS:

(a) 1/5th cut………………………………………..per 100 sets……………...$__________

(b) 1/25th cut (preprinted 1 through 25)…………..per set……………………$__________

(c) 1/26th cut (preprinted A through Z)…………...per set……………………$__________

IV. ADDITIONAL OPERATIONS:

(a) Scanning…………………………………per 100 pages…………………….$__________

(b) OCR processing and conversion to word-searchable PDF files (includes bookmarks/hyperlinking)……..per 100 pages…………$__________

(c) Transferring data to CD-R and insertion into storage media (includes CD-R, jewel case, and CD mailer)…………..per CD-R…………$__________

(d) Drilling (each run)………………………..per 1000 leaves…………………$__________

(e) Inserting tab dividers throughout text…....per 100 dividers………………...$__________

(f) Inserting text and dividers into Government-furnished Report Covers……………………………per 1000 leaves…………………$__________

(g) Bates numbering (camera copy)………….per 1000 numbers………………$__________

(h) Bates numbering (digital copy)…………...per 1000 numbers………………$__________

(i) Shrink wrapping text and dividers……….per 100 packs…………………….$__________

(j) Multiple copies in shipping containers -not to exceed 28-32 lbs. gross weight……per container…………………….$__________

(Initials)

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My production facilities are located within the assumed area of production……….._____yes_____no

NOTICE: Bidders OUTSIDE the assumed production area specified on page one of these specifications should complete the following information.

1. Proposed carrier(s) for pickup of Government Furnished Material…._________________________

a. Number of hours from acceptance of print order to pickup of Government Furnished Material……………………………………………………………………__________

b. Number of hours from pickup of Government Furnished Material to delivery at contractor's plant………………………………………………………….__________

2. Proposed carrier(s) for delivery of completed product………………...________________________

a. Number of hours from notification to carrier to pickup of completed product……….__________

b. Number of hours from pickup of completed product to delivery at destination...........__________

BIDDER'S NAME AND SIGNATURE: Fill out and return three copies of all pages in "Section 4.- Schedule of Prices", initial or sign each in the space provided and submit with the original and duplicate copies (parts 1 and 2) of GPO Form 910, "Bid". Do not enter bid prices on GPO Form 910. NOTE: The schedule of prices will prevail in instances where prices are inadvertently entered on GPO Form 910.

Bidder______________________________________________________________________________

(City - State)

By_________________________________________________________________________________

(Signature and title of person authorized to sign this bid)

(Person to be contacted) (Telephone Number)