Tab_15_TIRMS18Q00001.pdf

OMB Control No. 1505-0081

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

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

1. REQUISITION NUMBER

W-8-W0-01-DR-P01 000

2. CONTRACT NO.

3. AWARD/EFFECTIVE DATE

4. ORDER NUMBER

5. SOLICITATION NUMBER

TIRMS-18-Q-00001

6. SOLICITATION ISSUE

DATE

2017-06-20 05:00:00.0

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME

CATHY S COLLIER

b. TELEPHONE NUMBER (No collect calls) 469-801-0775

8. OFFER DUE DATE/

LOCAL TIME

2017-07-06 14:31:00.0

9. ISSUED BY CODE 12155 10. THIS ACQUISITION IS UNRESTRICTED OR SET ASIDE:100 % FOR

IRS, Midstates Procurement, OS:A:P:B:M 4050 Alpha Rd, 1045NDAL, 9th Floor, Rm 930 SMALL BUSINESS WOMEN-OWNED SMALL BUSINESS (WOSB)

ELIGIBLE UNDER THE WOSB PROGRAM

Dallas , TX 75244-4203 HUBZONE SMALL BUSINESS EDWOSB NAICS: 561499

CATHY S COLLIER 469-801-0775 SERVICE-DISABLED VETERAN

OWNED SMALL BUSINESS 8(A) SIZE STANDARD: $15M

11. DELIVERY FOR FOB DESTINATION

UNLESS BLOCK IS MARKED

12. DISCOUNT TERMS 13a. THIS CONTRACT IS A

RATED ORDER UNDER DPAS

(15 CFR700)

13b. RATING

SEE SCHEDULE

14. METHOD OF SOLICITATION

RFQ IFB RFP

15. DELIVER TO CODE

8882 16. ADMINISTERED BY CODE 12155

Internal Revenue Service 4050 Alpha Road Dallas , TX 75244-4203

CATHY S COLLIER 469-801-0775

IRS, Midstates Procurement, OS:A:P:B:M 4050 Alpha Rd, 1045NDAL, 9th Flr, Rm 930 Dallas , TX 75244-4203

17a. CONTRACTOR/

CODE FACILITY

18a. PAYMENT WILL BE MADE BY CODE 8882

OFFEROR CODE

INVOICES SHALL BE SUBMITTED VIA THE INVOICE

PROCESSING PLATFORM AT WWW.IPP.GOV

TELEPHONE NO.

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

OFFER

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

BELOW IS CHECKED. SEE ADDENDUM

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

0001 Base Period: 10/1/2017 - 9/30/2018 1.00 EA

First Class Mail Presort Service for IRS

National Distribution Center (NDC).

Services include the pick-up, processing, and commingle of 1st class mail pieces per the attached Performance Work Statement

(PWS).

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

25. ACCOUNTING AND APPROPRIATION DATA

26. TOTAL AWARD AMOUNT (For Govt. Use Only)

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA ARE ARE NOT ATTACHED.

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

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN 1

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 HEREIN.

29. AWARD OF CONTRACT: REF. OFFER

DATED . YOUR OFFER ON SOLICITATION (BLOCK 5).

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

HEREIN, IS ACCEPTED AS TO ITEMS:

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

30b. NAME AND TITLE OF SIGNER (TYPE OR PRINT)

30c. DATE SIGNED

31b NAME OF CONTRACTING OFFICER (TYPE OR PRINT)

31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION STANDARD FORM 1449 (REV. 2/2012)

PREVIOUS EDITION IS NOT USABLE Prescribed by GSA - FAR (48 CFR) 53.212

X

X X http://www.ipp.gov/

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE (US$)

24.

AMOUNT (US$)

(CONTINUE)

0002 OPTION YEAR 1: 10/1/2018 - 9/30/2019 1.00 EA

National Distribution Center (NDC).

Services include the pick-up, processing, and commingle of 1st class mail pieces per

0003 Base Period: 10/1/2019 - 9/30/2020 1.00 EA

National Distribution Center (NDC).

Services include the pick-up, processing, and commingle of 1st class mail pieces per

32a. QUANTITY IN COLUMN 21 HAS BEEN

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

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

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

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

33. SHIP NUMBER

34. VOUCHER NUMBER 35.AMOUNT VERIFIED

CORRECT FOR

36. PAYMENT

COMPLETE PARTIAL FINAL

37. CHECK NUMBER

PARTIAL FINAL

38. S/R ACCOUNT NUMBER 39.S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT 42.a. RECEIVED BY (Print) 41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42b. RECEIVED AT (Location)

42.c DATE REC’D (YY/MM/DD)

42d. TOTAL CONTAINERS

STANDARD FORM 1449 (REV. 3/2005) BACK

Outgoing Presort Mail Services and IMb Marking

Internal Revenue Service (IRS) National Distribution Center (NDC)

Bloomington, IL 61704

C.1 INTRODUCTION

The Internal Revenue Service (IRS) National Distribution Center (NDC) requires contracted 1st class mail services whereby the successful contractor collects outgoing mail from the IRS NDC location for presorting, marking and posting from the contractor's facility. Service requirements include mail presort services and Intelligent Mail Barcode (IMb) markings on mail that complies with United States Postal Service (USPS) presort and barcode marking requirements, allowing the IRS to obtain the most cost effective postage rates on mail.

C.2 BACKGROUND

The IRS NDC maintains an active inventory of over 8,500 published products. The NDC processes orders for forms, publications and other material from the warehouse location in Bloomington, IL.

Orders are received through telephone, mail, internet and a variety of other sources. Orders are shipped to external customers, such as private residences, post offices, and other businesses as well as IRS office locations.

“Mail”, for the purpose of this contract, consists of 1st class letters and postcards.

Outgoing presort mail services has previously been subcontracted under an older, no longer operational, contract. The mail volumes from the warehouse work are generally highest between the months of December – April. However, NDC also performs special mailings at various times throughout the year. These special mailings can be dispersed over a two to three day period in order to minimize the impact on vendors’ services.

C.3 SCOPE

The resultant contract of this solicitation will provide IRS a means to send USPS First Class mail, utilizing the most effective (i.e. presort) methods. This will encompass:

REQUIREMENT DESIRED OUTCOME CONSTRAINTS

MAIL SERVICES

• Mail Pickup The Contractor shall provide a minimum of two weekly pickups during Standard Business Hours and Days, however no earlier than 10:00 AM local time.

a. The IRS-NDC designated Contracting Officer Representative (COR) will be provided with the schedule for pickup.

b. Changes to the regularly scheduled pickup time will be

REQUIREMENT DESIRED OUTCOME CONSTRAINTS

coordinated and agreed upon by both the COR and contractor. The contractor will be notified at least one week in advance of any peak workload periods.

• Presort Services

The Contractor will process IRS-NDC mail in such a way as to qualify for the lowest USPS Rates for presort mail.

a. All barcode marking and presort operations shall be in accordance with the latest USPS regulations and with the Domestic Mail Manual (DMM).

• IMb Marking The Contractor will provide IMb Marking on each mail piece and process the mail to ensure the lowest possible USPS Commercial First-Class Mail Rate.

a. All barcode marking and presort operations shall be in accordance with the latest USPS regulations and with the Domestic Mail Manual (DMM).

• Deposit mail into USPS Mail Stream

The Contractor will deposit all IRS 1st class mail with the United States Postal Service within 2 business days of pick-up

a. 1sr class letters and postcards will be processed by Contractor and presented to the United States Postal Service (USPS) in a timely fashion.

• Special Needs Special mailings of letter mail occur at various times in the year (4 – 8 times) which could increase the quantities resulting in the need for additional service coverage for collections which may impact transportation, labor and storage, to name a few. For example, special mailings have occurred in June, July and August with increased weekly quantities ranging between 10,000 and 35,000 (in addition to the regular daily volume).

a. Pickup times for special mailings will be coordinated with and agreed upon by both the COR and contractor.

b. The contractor will be notified at least one week in advance of any special mailings and the anticipated volume.

c. Special project mailings will, as much as possible, be staggered/ released according to predetermined maximum volume that contractor can timely process.

• Mail Trays As mail trays are released to the Contractor, the Contractor will return an equal number of mail trays at the next scheduled pick-up day.

a. Mail trays will be cycled through the contractor and the NDC, keeping mail trays available for use at the NDC. If additional mail trays are needed for a special mail out, arrangement of volume needed and delivery of mail trays will be arranged with the COR.

The Intelligent Mail Barcode (IMb) is a standard required by USPS and includes routing information in the barcode which allows the USPS to use automated equipment to sort and track 1st class mail as it travels through the network to the post offices that will make final delivery at the respective destinations. IMb is required to obtain Commercial Base and Commercial Plus pricing rates.

Historical Daily* Quantities have been as follows:

• Letters: maximum 11,900

• Postcards: maximum 80,000

• Historical daily* collections have averaged approximately:

o December – March (Typical Peak) 6,500 – 13,000 Letters o Apr – Nov 1,500 – 2,200 (without special projects) 9,000 – 12,000 (with special projects)

Historical Special Mailings: These occur at various times in the year which could increase the quantities resulting in the need for additional service coverage for collections which may impact transportation, labor and storage, to name a few. For example, over the past two years, special mailings have occurred in June/July and August/September with increased quantities ranging between 10,000 and 35,000 (in addition to the normal daily quantity).

NOTE: There is a projected decrease in volume of 25% from FY 2016 to FY 2020.

C.4 TASKS AND REQUIREMENTS

The Contractor will never become involved with the content of the mail and must never access internal contents of mail processed as part of the services in this PWS. (Refer to 18 U.S. Code § 1708).

Contractor must ensure each Requirement and each Desired Outcome listed in this PWS is satisfied and that Constraints are honored and respected. If the contractor has any conflicts or challenges with these they should consult the COR or CO.

C.4.1 OTHER MISCELANEOUS CONSTRAINTS

Information Protection

Special Mailings may contain Personally Identifiable Information (PII) that must be protected from unauthorized disclosure. All Contractor vehicles must be closed and secured during transport. Any lost or stolen mail must be reported in writing to the COR and CO as soon as the mail is discovered missing. The report must identify the following:

a) Date and Time loss identified:

b) Location of loss (address, place of business, etc.):

c) Number of items missing:

d) Actions taken by the Contractor to locate or recover items:

All undeliverable or mutilated mail pieces must be returned to the NDC by the contractor at the next scheduled pick-up day.

Weather Delays

The contractor shall notify the COR within two (2) hours, via phone and confirmed via facsimile or email of Contractor’s knowledge of any weather conditions with may adversely affect the Contractor’s ability to perform under the terms and conditions as stated in the specifications of this requirement. If the COR cannot be reached the contractor must make attempts to notify the CO in the same manner required herein.

C.4.2 CONTACT POINTS

Contractor Point of Contact (POC)

The Contractor shall specify an individual who shall serve as a single point of contact (POC) for all Contract related business. Contractor must provide the COR and Contracting Office with the POC contact details, to include phone and email, as a minimum:

a) Within 14 business days of contract award and,

b) Within 5 business days prior to a change in the POC by the Contractor.

The POC must be easily accessible by phone and return COR calls within 48 hours of a voice message left by the COR.

Contracting Officer’s Representative (COR)

Upon contract commencement, the Contracting Officer will notify the Contractor in writing as to the COR assigned to this contract, and upon reassignment of a new COR, as applicable. Contractor shall only respond to requests for service from the COR or the CO. If service is requested from any source, other than the COR or the CO, the Contractor is to advise the individual of this requirement and refuse to respond. Any billing resulting from unauthorized service will not be paid by the government.

Authority of the COR

The Contracting Officer is the only person authorized to approve changes in any of the requirements of this contract. In the event the Contractor affects any changes at the direction of any person other than the Contracting Officer, the changes will be considered to have been made without authority and no adjustment will be made in the contract price or schedule to cover any increase in costs incurred as a result thereof. The Contracting Officer shall be the only individual authorized to accept nonconforming work, waive any requirement of the contract, and/or modify any term or condition of the contract. The Contracting Officer is the only individual who can legally obligate Government funds. No costs chargeable to the proposed contract can be incurred before receipt of a fully executed contract or specific authorization from the Contracting Officer. Oral orders may be placed by the COR directly with the Contractor’s Representative, followed by written* confirmation from both parties prior to the service commencing, and only for services, quantities and periods within the scope of this PWS and Price/Cost Schedule. (*Written confirmation does not include cell phone text messages for the purpose of ordering.)

Government Alternate Points of Contact (POC) – Emergencies Only

The COR will identify Alternate Points of Contact (POC) to be used only for instances of emergencies when the COR is not easily contactable. These will be individuals in supervisory or managerial roles within the same department as the COR. The contractor will be provided this information within 5 days after contract award and within 48 hours of a change to this information.

An Alternate POC does not replace the COR nor do they replace the Contracting Officer during the performance and administration of this contract, nor does it relinquish or diminish the Contractor’s requirements in relation to the performance of this Contract.

C.4.3 CONTRACTOR PERSONNEL SPECIFICATIONS AND REQUIREMENTS

At all times during performance of Services, in accordance with this PWS, the Contractor must ensure Contractor personnel:

a) Be able to read, understand and apply printed rules, detailed orders, and instructions.

b) Be familiar and compliant with this PWS and all Contractual requirements.

c) Wear Contractor-issued identification name tags in a way that are visibly displayed on the uniform in a prominent manner, being clearly visible to the general public.

d) Maintain Decorum at all times. During the performance of services care and consideration must be given to IRS visitors and staff.

e) Park only in the dock loading area or other parking areas as designated parking by the COR.

C.4.4 SAFETY AND SECURITY

Check In/Out Procedures

Prior to commencement of, and immediately after each service visit, the Contractor or Contractor’s authorized Personnel, must check in and out with the COR. Only individual IRS Mail staff at the Location, and as delegated in writing by the COR, can coordinate check in and check out procedures for the Contractor in the absence of the COR.

C.4.5 OPERATING HOURS

Standard Business Hours and Days, including Federal Holidays

IRS National Distribution Center standard operating hours occur between 7:00am to 3:30pm Monday-Friday excluding Federal holidays, except by special alternate arrangement, coordinated and authorized by the COR.

The Federal Government observes the following days as holidays.

New Year’s Day January 1st *

Martin Luther King’s Birthday Third Monday in January

Presidents Day Third Monday in February

Memorial Day Last Monday in May

Independence Day July 4th *

Labor Day First Monday in September

Columbus Day Second Monday in October

Veterans’ Day November 11th *

Thanksgiving Day Fourth Thursday in November

Christmas Day December 25th *

*Holidays that fall on Saturday are observed on the preceding Friday. Holidays that fall on Sunday are observed on the following Monday.

In addition to the days designated as holidays, the Government observes the following days:

• Any other day designated by Federal Statute

• Any other day designated by Executive Order

• Any other day designated by the President of the United States to be a Federal holiday

C.4.6 SAFETY AND COMPLIANCE

The Contractor is responsible for all charges, fees, applications and procurement of all permits, licenses, registrations and certificates, pursuant to lawful application of the provision of services.

Where there is a conflict between applicable regulations, the most restrictive will apply.

C.4.7 CONTRACTOR FURNISHED EQUIPMENT / PROPERTY

The contractor shall furnish all facilities, equipment, materials and labor required to meet the requirements of this contract which shall include, but is not limited to pick up, barcoding, application of postage, presorting mail and delivery to the Post Office.

C.4.8 INSURANCE

The contractor shall be required to carry liability insurance that will cover the fair and reasonable cost incurred in regard to document replacement, and/or reconstruction of mail that have been damaged, destroyed, lost, or stolen while in the contractor’s possession. The contractor shall also be liable for any PENALTIES or monetary losses incurred while in contractor’s possession. The Contractor's payments for claims for monetary loss will be subject to verified documentation.

The contractor shall notify the COR within 24 hours of a lapse in, or termination of, their insurance policy. The contractor shall provide a copy of the insurance to the Contracting Officer.

C.4.9 QUALITY

Rework or Remedy

Rework or Remedy is defined as performing the Service again until the Purpose of this PWS is achieved in full. This involves less than Satisfactory Service by the Contractor and as noted by the COR. Rework or Remedy occurs at no additional cost to the Government.

Quality Control Plan

The contractor will devise a Quality Control Plan to ensure successful service, that encompasses the contractor’s intent for satisfying services in the PWS, to include Deliverables.

The written Quality Control Plan must be mutually agreed upon by the COR and contractor for effectively maintaining the Purpose of this PWS and updated as necessary changes are made.

Agreement to a written Quality Control Plan must be reached by both parties within 5 business days upon commencement of services, and within 5 business days following any revisions or changes.

The written Quality Control Plan must include a monthly reporting method to be agreed upon by both the contractor and the COR as reflecting quality services performed by the contractor and provide to the COR no later than one week following the applicable monthly services to which the report pertains.

Test Mail Articles

The IRS will send random mail articles through the contractor to pre-identified recipients with instructions to notify the Mail Room or COR upon receipt. Notification will be sent by email and will include:

a) Date Item Received

b) Scanned Copy of presort address or IMpb bar codes and postage markings

These notifications will be used to verify contractor services.

C.4.10 DELIVERABLES

Service Reports

On a weekly basis, the contractor will provide the COR with a report to include the following information for the previous week's processing:

The contractor will provide a weekly, written report which includes, as a minimum, the following information pertaining to the previous week’s services. Each report must be submitted to the COR within 5 business days following completion of the previous week’s services.

Report Information

a) Total cost and number of pieces qualified for presort

b) Total cost and number of pieces not qualifying for the presort rate

c) Number of mutilated/unreadable items returned to the IRS/NDC

d) Costs for encoding or any special services provided

e) Total amount of actual postage cost

C.4.11. EVALUATION FACTORS

Contract will be issued in accordance with FAR 13.5. Selection of Contractor to provide services will utilize a best value “lowest-priced technically acceptable” approach based on factors such as past performance, cost/price, experience in handling similar mail volumes, and the ability to perform service within stated requirements.

Under the best value “lowest-priced technically acceptable” approach, cost is not the only factor in contractor selection. In order for an Offeror to be considered for award, the proposal must receive an “Acceptable” rating in every non-price factor. Any proposal receiving a rating of “Unacceptable” in any non-price factor will not be further evaluated.

There are 3 other factors for evaluation:

• Past Performance,

• Experience, and

• Operations

Past Performance factors include, but are not limited to, timely pickup and performance of work similar in size and scope to this contract.

Experience factors include, but are not limited to, industry certifications and staffing plans in dealing with the seasonal mail fluctuations.

Operation factors include, but are not limited to, timely processing of mail and deposit of mail with the USPS within 2 business days.

DEFINITIONS

CO – Contracting Officer COR – Contracting Officer’s Representative DMM – Domestic Mail Manual IMb - Intelligent Mail Barcode IRS – Internal Revenue Service FY – Fiscal Year (October – September) Mail – refer to the section titled Background in this PWS for more specifics on what is considered “mail” NDC – National Distribution Center PII – Personally Identifiable Information POC – Point of Contact PWS – Performance Work Statement Services – Presort Outgoing Mail Services as identified in the Purpose of this PWS as well as the Tasks and Requirements section of this PWS USPS – United States Postal Service

HISTORICAL / PROJECTED DATA

Week FY 2016

FY 2018

(Projected 25% Decrease)

FY 2019

(Projected 12.5%

Decrease)

FY 2020

(Projected 12.5

% Decrease) October 92,197 69,148 60,504 52,941 October 7,931 5,948 5,205 4,554 October 5,307 3,980 3,483 3,047 October 7,151 5,363 4,693 4,106 November 4,393 3,295 2,883 2,523 November 4,973 3,730 3,264 2,856 November 16,404 12,303 10,765 9,419 November 4,124 3,093 2,706 2,368 December 6,854 5,141 4,498 3,936 December 67,634 50,726 44,385 38,837 December 140,127 105,095 91,958 80,464 December 6,565 4,924 4,308 3,770 December 143,663 107,747 94,279 82,494 January 39,284 29,463 25,780 22,558 January 119,966 89,975 78,728 68,887 January 155,990 116,993 102,368 89,572 January 150,293 112,720 98,630 86,301 February 12,122 9,092 7,955 6,961 February 5,922 4,442 3,886 3,401 February 79,247 59,435 52,006 45,505 February 87,351 65,513 57,324 50,159 March 52,463 39,347 34,429 30,125 March 74,849 56,137 49,120 42,980 March 30,201 22,651 19,819 17,342 March 9,694 7,271 6,362 5,566 April 10,216 7,662 6,704 5,866 April 11,718 8,789 7,690 6,729 April 11,164 8,373 7,326 6,411 April 8,444 6,333 5,541 4,849 April 6,526 4,895 4,283 3,747 May 5,825 4,369 3,823 3,345 May 5,610 4,208 3,682 3,221 May 4,954 3,716 3,251 2,845 May 4,641 3,481 3,046 2,665 June 4,284 3,213 2,811 2,460 June 109,357 82,018 71,766 62,795 June 207,365 155,524 136,083 119,073

Week FY 2016

FY 2018

(Projected 25% Decrease)

FY 2019

(Projected 12.5%

Decrease)

FY 2020

(Projected 12.5

% Decrease) June 5,655 4,241 3,711 3,247 July 10,692 8,019 7,017 6,140 July 3,904 2,928 2,562 2,242 July 6,590 4,943 4,325 3,784 July 5,681 4,261 3,728 3,262 July 5,271 3,953 3,459 3,027 August 6,303 4,727 4,136 3,619 August 4,423 3,317 2,903 2,540 August 84,067 63,050 55,169 48,273 August 178,487 133,865 117,132 102,491 September 211,629 158,722 138,882 121,521 September 164,318 123,239 107,834 94,354 September 210,631 157,973 138,227 120,948 September 136,313 102,235 89,455 78,273 Total 2,748,773 2,061,580 1,803,882 1,578,397

QUALITY ASSURANCE SURVEILLANCE PLAN

Introduction

This Quality Assurance Surveillance Plan (QASP) has been developed pursuant to the requirements of the Performance Work Statement for the IRS’ 1st Class Mail Presort Services. The QASP sets forth guidelines that will be used in evaluating the technical performance of the contractor. The procedures set forth in the QASP are contractually binding on the Service or on the Contractor. The Contractor shall be provided a copy of the QASP for information purposes.

Roles and Responsibilities

The following government officials will participate in assessing the quality of the Contractor’s performance. Their roles and responsibilities are as follows:

1. Michael Kath will serve as the Contracting Officer’s Representative (COR) and will have overall responsibility in monitoring the Contractor’s performance.

2. Cathy S. Collier will serve as the Contracting Officer (CO) and will have overall responsibility for overseeing the Contractor’s performance in the area of contract compliance and contract administration.

Work Requirements/Standards of Performance

a. Mail Pick up Procedures, Section C.3. Scope

b. Mail Processing Services, Section C.3. Scope

c. Services Reports, Sections C.4.10. Deliverables

Primary Methods of Surveillance

- 100% Inspection

- Unscheduled Inspections

- Customer Complaints

The Government has the right to change the method of surveillance at any time. Changes may be necessary because of resource limitations, contractor performance (i.e., positive and negative) because of particular problems associated with the performance surveillance.

Analysis of Results of Performance Surveillance

The IRS representative will assess work performance in accordance with the performance standards set forth in the Performance Work Statement (PWS) and surveillance methods described herein and maintain a written record of the assessment as the services are performed.

Definitions

Customer Complaint: A means of documenting certain kinds of contract service problems. A supplemental method of surveillance used to evaluate a contractor’s performance.

Surveillance Activity Checklist: A form in the QA Plan used for contractor’s performance.

Inspection: The examination and testing of supplies or services (including, when appropriate, raw materials, components, and intermediate assemblies) to determine whether the supplies or services conform to contract requirements. Inspection is the process of measuring, examining, testing, or otherwise comparing the unit of service with the requirements. In this contract, the term Inspection also includes actions by the contractor to demonstrate a successful mail processing facility and the Government performing unscheduled site visits.

Quality Assurance (QA): Action by the Government to verify that the quality of purchased goods and services received is acceptable in accordance with established standards and requirements of this contract. Those actions taken by the Government to evaluate service delivery to determine conformance to the requirements of the contract.

Quality Control (QC): Action by the contractor to ensure that products and services offered for delivery conform to the requirements of the contract. Contractor methods and actions including performing tests and inspections of work performed.

Standard of Performance: The desired value or measure of a performance indicator.

Surveillance: Actions by the Government to monitor contractor performance of contract requirements observations of timeliness, accuracy, completeness and quality of services performed.

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 make their full text available. The offeror is cautioned that the listed provisions may include blocks that must be completed by the offeror and submitted with its quotation or offer. In lieu of submitting the full text of those provisions, the offeror may identify the provision by paragraph identifier and provide the appropriate information with its quotation or offer. Also, the full text of a solicitation provision may be accessed electronically at this/these address(es): http://www.arnet.gov/far/

NUMBER TITLE DATE

52.224-2 PRIVACY ACT (APR 1984) (APR 1984)

52.224-1 PRIVACY ACT NOTIFICATION (APR 1984) (APR 1984)

52.203-17 Contractor Employee Whistleblower Rights and

Requirement to Inform Employees of Whistleblower Rights. (Apr 2014)

52.212-4 Contract Terms and Conditions-Commercial Items (Jan 2017)

(JAN 2017)

52.249-2 TERMINATION FOR CONVENIENCE OF THE

GOVERNMENT (FIXED-PRICE) (MAY 2004)

(MAY

2004)

52.223-6 DRUG-FREE WORKPLACE (May 2001) (May 2001) 52.232-25 Prompt Payment (Jan 2017) (JAN 2017) 52.204-7 System for Award Management (Oct 2016)

52.239-1 PRIVACY OR SECURITY SAFEGUARDS (AUG 1996) (AUG 1996)

IR1052.209-9002 NOTICE AND CONSENT TO DISCLOSE AND USE OF

TAXPAYER RETURN INFORMATION

(a) Definitions. As used in this provision-

"Authorized representative(s) of the offeror" means the person(s) identified to the Internal Revenue Service (IRS) within the consent to disclose by the offeror as authorized to represent the offeror in disclosure matters pertaining to the offer.

"Delinquent Federal tax liability" means any unpaid Federal tax liability that has been assessed, for which all judicial and administrative remedies have been exhausted or have lapsed, and that is not being paid in a timely manner pursuant to an agreement with the authority responsible for collecting the tax liability.

"Tax check" means an IRS process that accesses and uses taxpayer return information to support the Government`s determination of an offeror`s eligibility to receive an award, including but not limited to implementation of the statutory prohibition of http://www.arnet.gov/far/ making an award to corporations that have an unpaid Federal tax liability (see FAR 9.104-5(b)).

(b) Notice. Pursuant to 26 U.S.C. 6103(a) taxpayer return information, with few exceptions, is confidential. Under the authority of 26 U.S.C. 6103(h)(1), officers and employees of the Department of the Treasury, including the IRS, may have access to taxpayer return information as necessary for purposes of tax administration. The Department of the Treasury has determined that an IRS contractor`s compliance with the tax laws is a tax administration matter and that the access to and use of taxpayer return information is needed for determining an offeror`s eligibility to receive an award, including but not limited to implementation of the statutory prohibition of making an award to corporations that have an unpaid Federal tax liability (see FAR 9.104-5).

(1) The performance of a tax check is one means that will be used for determining an offeror`s eligibility to receive an award in response to this solicitation (see FAR 9.104).

As a result, the offeror may want to take steps to confirm it does not have a delinquent Federal tax liability prior to submission of its response to this solicitation. If the offeror recently settled a delinquent Federal tax liability, the offeror may want to take steps to obtain information in order to demonstrate the offeror`s responsibility to the contracting officer (see FAR 9.104-5).

(c) The offeror shall execute the consent to disclosure provided in paragraph (d) of this provision and include it with the submission of its offer. The consent to disclosure shall be signed by an authorized person as required and defined in 26 U.S.C. 6103(c) and 26 CFR 301.6103(c)-1(e)(4).

(d) Consent to disclosure. I hereby consent to the disclosure of taxpayer return information (as defined in 26 U.S.C. 6103(b)(2)) as follows:

The Department of the Treasury, Internal Revenue Service, may disclose the results of the tax check conducted in connection with the offeror`s response to this solicitation, including taxpayer return information as necessary to resolve any matters pertaining to the results of the tax check, to the authorized representatives of __________________ on this offer.

I am aware that in the absence of this authorization, the taxpayer return information of ___________________________ is confidential and may not be disclosed, which subsequently may remove the offer from eligibility to receive an award under this solicitation.

I consent to disclosure of taxpayer return information to the following person(s):

Name: ______________________ Phone: ____________________ Name:_______________________ Phone: ____________________

Name: _______________________ Phone: ____________________ Name:________________________ Phone: ____________________

I certify that I have the authority to execute this consent on behalf of

Offeror Name: __________________________________________________ Offeror Taxpayer Identification Number: _____________________________ Offeror Address: ________________________________________________ Name of Individual Executing Consent: ______________________________ Title of Individual Executing Consent: _______________________________

Signature: _____________________________________ Date: _____________________________________ (End of provision)

AB 1052.209-72 REPRESENTATION BY ENTITIES REGARDING

INCORPORATION OR CHARTER IN BERMUDA OR THE

CAYMAN ISLANDS - FISCAL YEAR 2015 APPROPRIATIONS,

DIVISION E AGENCIES (DEVIATION 2015-00004) (APR 2015)

(a) In accordance with Section 627 of the Consolidated and Further Continuing Appropriations, Act, 2015 (Public Law 113-235) none of the funds made available by Division E of Public Law 113-235 may be used to enter into any contract with an incorporated entity if such entity`s sealed bid or competitive proposal shows that such entity is incorporated or chartered in Bermuda or the Cayman Islands, and such entity`s sealed bid or competitive proposal shows that such entity was previously incorporated in the United States.

(b) The Offeror represents that it is [ ] is not [ ] an entity incorporated or chartered in Bermuda or the Cayman Islands, and was [ ] or was not [ ] previously incorporated in the United States.

52.222-52 Exemption from Application of the Service Contract Labor

Standards to Contracts for Certain Services Certification (May 2014)

As prescribed in 22.1006(e)(3), insert the following provision:

(a) The offeror shall check the following certification:

Certification

The offeror [ ] does [ ] does not certify that-

(1) The services under the contract are offered and sold regularly to non-Governmental customers, and are provided by the offeror (or subcontractor in the case of an exempt subcontract) to the general public in substantial quantities in the course of normal business operations;

(2) The contract services are furnished at prices that are, or are based on, established catalog or market prices. An "established catalog price" is a price included in a catalog, price list, schedule, or other form that is regularly maintained by the manufacturer or the offeror, is either published or otherwise available for inspection by customers, and states prices at which sales currently, or were last, made to a significant number of buyers constituting the general public. An "established market price" is a current price, established in the usual course of ordinary and usual trade between buyers and sellers free to bargain, which can be substantiated from sources independent of the manufacturer or offeror;

(3) Each service employee who will perform the services under the contract will spend only a small portion of his or her time (a monthly average of less than 20 percent of the available hours on an annualized basis, or less than 20 percent of available hours during the contract period if the contract period is less than a month) servicing the Government contract; and

(4) The offeror uses the same compensation (wage and fringe benefits) plan for all service employees performing work under the contract as the offeror uses for these employees and for equivalent employees servicing commercial customers.

(b) Certification by the offeror as to its compliance with respect to the contract also constitutes its certification as to compliance by its subcontractor if it subcontracts out the exempt services. If the offeror certifies to the conditions in paragraph (a) of this provision, and the Contracting Officer determines in accordance with FAR 22.1003-4(d)(3) that the Service Contract Labor Standards statute-

(1) Will not apply to this offeror, then the Service Contract Labor Standards clause in this solicitation will not be included in any resultant contract to this offeror; or

(2) Will apply to this offeror, then the clause at FAR 52.222-53, Exemption from Application of the Service Contract Labor Standards to Contracts for Certain Services-Requirements, in this solicitation will not be included in any resultant contract awarded to this offer, and the offeror may be provided an opportunity to submit a new offer on that basis.

(c) If the offeror does not certify to the conditions in paragraph (a) of this provision-

(1) The clause of this solicitation at 52.222-53, Exemption from Application of the Service Contract Labor Standards to Contracts for Certain Services-Requirements, will not be included in any resultant contract to this offeror; and

(2) The offeror shall notify the Contracting Officer as soon as possible if the Contracting Officer did not attach a Service Contract Labor Standards wage determination to the solicitation.

(d) The Contracting Officer may not make an award to the offeror, if the offeror fails to execute the certification in paragraph (a) of this provision or to contact the Contracting Officer as required in paragraph (c) of this provision.

52.209-5 Certification Regarding Responsibility Matters (Oct 2015)

(a)(1) The Offeror certifies, to the best of its knowledge and belief, that

(i) The Offeror and/or any of its Principals

(A) Are [ ] are not [ ] presently debarred, suspended, proposed for debarment, or declared ineligible for the award of contracts by any Federal agency;

(B) Have [ ] have not [ ], within a three-year period preceding this offer, been convicted of or had a civil judgment rendered against them for: commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State, or local) contract or subcontract; violation of Federal or State antitrust statutes relating to the submission of offers; or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, tax evasion, violating Federal criminal tax laws, or receiving stolen property (if offeror checks have, the offeror shall also see 52.209-7, if included in this solicitation);

(C) Are [ ] are not [ ] presently indicted for, or otherwise criminally or civilly charged by a governmental entity with, commission of any of the offenses enumerated in paragraph (a)(1)(i)(B) of this provision;

(D) Have [ ], have not [ ], within a three-year period preceding this offer, been notified of any delinquent Federal taxes in an amount that exceeds $3,500 for which the liability remains unsatisfied.

(1) Federal taxes are considered delinquent if both of the following criteria apply:

(i) The tax liability is finally determined. The liability is finally determined if it has been assessed. A liability is not finally determined if there is a pending administrative or judicial challenge. In the case of a judicial challenge to the liability, the liability is not finally determined until all judicial appeal rights have been exhausted.

(ii) The taxpayer is delinquent in making payment. A taxpayer is delinquent if the taxpayer has failed to pay the tax liability when full payment was due and required. A taxpayer is not delinquent in cases where enforced collection action is precluded.

(2) Examples.

(i) The taxpayer has received a statutory notice of deficiency, under I.R.C. ? 6212, which entitles the taxpayer to seek Tax Court review of a proposed tax deficiency. This is not a delinquent tax because it is not a final tax liability. Should the taxpayer seek Tax Court review, this will not be a final tax liability until the taxpayer has exercised all judicial appeal rights.

(ii) The IRS has filed a notice of Federal tax lien with respect to an assessed tax liability, and the taxpayer has been issued a notice under I.R.C. ? 6320 entitling the taxpayer to request a hearing with the IRS Office of Appeals contesting the lien filing, and to further appeal to the Tax Court if the IRS determines to sustain the lien filing. In the course of the hearing, the taxpayer is entitled to contest the underlying tax liability because the taxpayer has had no prior opportunity to contest the liability. This is not a delinquent tax because it is not a final tax liability. Should the taxpayer seek tax court review, this will not be a final tax liability until the taxpayer has exercised all judicial appeal rights.

(iii) The taxpayer has entered into an installment agreement pursuant to I.R.C. ? 6159.

The taxpayer is making timely payments and is in full compliance with the agreement terms. The taxpayer is not delinquent because the taxpayer is not currently required to make full payment.

(iv) The taxpayer has filed for bankruptcy protection. The taxpayer is not delinquent because enforced collection action is stayed under 11 U.S.C. 362 (the Bankruptcy Code).

(ii) The Offeror has [ ] has not [ ], within a three-year period preceding this offer, had one or more contracts terminated for default by any Federal agency.

(2) Principal, for the purposes of this certification, means an officer, director, owner, partner, or a person having primary management or supervisory responsibilities within a business entity (e.g., general manager; plant manager; head of a division or business segment; and similar positions).

This Certification Concerns a Matter Within the Jurisdiction of an Agency of the United States and the Making of a False, Fictitious, or Fraudulent Certification May Render the Maker Subject to Prosecution Under Section 1001, Title 18, United States Code.

(b) The Offeror shall provide immediate written notice to the Contracting Officer if, at any time prior to contract award, the Offeror learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances.

(c) A certification that any of the items in paragraph (a) of this provision exists will not necessarily result in withholding of an award under this solicitation. However, the certification will be considered in connection with a determination of the Offerors responsibility. Failure of the Offeror to furnish a certification or provide such additional information as requested by the Contracting Officer may render the Offeror non-responsible.

(d) Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render, in good faith, the certification required by paragraph (a) of this provision. The knowledge and information of an Offeror is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings.

(e) The certification in paragraph (a) of this provision is a material representation of fact upon which reliance was placed when making award. If it is later determined that the Offeror knowingly rendered an erroneous certification, in addition to other remedies available to the Government, the Contracting Officer may terminate the contract resulting from this solicitation for default.

IR1052.232-7003 Electronic Invoicing and Payment Requirements for the Invoice Processing Platform (IPP) (JUL 2015)

(a) Definitions:

"Short payment" as used in this clause means an invoice that includes the cost or price for supplies or services delivered or performed, as well as the cost or price for supplies or services not yet tendered to the Government in accordance with the terms of the contract, order or agreement.

"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, assuming that 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 atippgroup@bos.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. In order 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:

(e) Payment and Invoice Questions

For payment and invoice questions, contact the Beckley Finance Center at (304) 254-3372 or via e-mail at cfo.bfc.ipp.customer.support@irs.gov.

(f) 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 form included as Attachment 1 to this clause. 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.

g) 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.

(End of Clause)

DT1052.232-7003 Electronic Submission of Payment Requests (Apr 2015)

(a) Definitions. As used in this clause-

(1) "Payment request" means a bill, voucher, invoice, or request for contract financing payment with associated supporting documentation. The payment request must comply with the requirements identified in FAR 32.905(b), "Content of Invoices" and the applicable Payment clause included in this contract.

(b) Except as provided in paragraph (c) of this clause, the Contractor shall submit payment requests electronically using the Invoice Processing Platform (IPP).

Information regarding IPP, including IPP Customer Support contact information, is available at www.ipp.gov or any successor site.

(c) The Contractor may submit payment requests using other than IPP only when the Contracting Officer authorizes alternate procedures in writing in accordance with Treasury procedures.

(d) If alternate payment…