TIRNO-09-R-00012_Amendment 0012.doc

SOLICITATION NUMBER: TIRNO-09-R-00012

AMENDMENT NUMBER: 0012

The following changes to TIRNO-09-R-00012 are hereby incorporated via Amendment 0012:

To achieve the current best value approach, the Government has found it to be in its best interest to adjust the approach for evaluating the offeror's cost and price proposal by using price analysis techniques at the contract level. Cost analysis will only be performed at the task order level based on agency requirements. As a result, the IRS Office of Information Technology Acquisitions (OITA) requests revised price proposals ONLY from those offerors who previously submitted cost/price proposals on September 29, 2009.

The Government will not use Reverse Auctioning in the price analysis of this solicitation. Therefore, disregard language pertaining to Reverse Auctioning presented in Amendment 11.

1. SECTION B.1 – GENERAL

(d)

The base year period of performance is 12 months (03/18/2011 through 03/17/2012).

Option Year 1 period of performance is 12 months (03/18/2012 through 03/17/2013).

Option Year 2 period of performance is 12 months (03/18/2013 through 03/17/2014).

Option Year 3 period of performance is 12 months (03/18/2014 through 03/17/2015).

Option Year 4 period of performance is 12 months (03/18/2015 through 03/17/2016).

Option Year 5 period of performance is 12 months (03/18/2016 through 03/17/2017).

Option Year 6 period of performance is 12 months (03/18/2017 through 03/17/2018).

Option Year 7 period of performance is 12 months (03/18/2018 through 03/17/2019).

Option Year 8 period of performance is 12 months (03/18/2019 through 03/17/2020).

Option Year 9 period of performance is 12 months (03/18/2020 through 03/17/2021).

2. SECTION B.2 CONTRACT PRINCIPAL TASK AREA

CLIN

Description/Principal Task Area

0001 - 0901 Information Technology Services*

Base

OY 1

OY 2 OY 3

OY 4

Year 1 Year 2 Year 3 Year 4 Year 5

Total Amount

Profit

Total Price**

OY 5

OY 6

OY 7 OY 8 OY 9

Year 6 Year 7 Year 8 Year 9 Year 10

Total Amount

Profit

Total Price**

Grand Total

Years 1 – 10

Total Amount

Profit

Total Price**

*For evaluation purposes, the total price presented in Section B.2 shall be based on the contractor site rates.

** For proposal preparation, see Section J, Attachment J.5, Labor Categories and Hours, for specific hours, and Section J, Attachment J.1.1 Rev 1, for sample pricing schedules. Proposed profit percentages shall be used for evaluation purposes only and may be set at the contract level.

3. SECTION B.2.1 LABOR CATEGORY RATE TABLE

The offeror’s proposal shall include not to exceed (NTE) loaded hourly labor rates for each labor category specified below utilizing the specified Labor Categories and Hours in Section J, Attachment J.5. The estimates contained in Attachment J.5, Labor Categories and Hours, are for evaluation purposes only and should not be construed as limitations on types or quantities of labor that may be subsequently acquired under the TIPSS-4 ITS contract.

The hours are for proposal evaluation purposes only and do not commit the Government.

Section J, Attachment J.1.1 Rev 1, provides the sample pricing format for calculating hourly labor rates. Each offeror shall also propose NTE loaded hourly labor rates for the contractor site for each year of contract performance in accordance with each offeror’s normal accounting practices.

The NTE fully loaded hourly labor rates in the Labor Category Rate Table represent base labor rates, indirect burden (fringe, overhead, G&A, etc.), and profit associated with providing the required skill.

The Labor Category Rate Table shall be completed at the time of award using the NTE fully loaded hourly labor rates submitted in the offeror’s Revised Price Proposal (Volume

IV).

4. SECTION J, Attachment J.1.1 SAMPLE PRICING SCHEDULE (REV 1) This section has been amended. Please see attachment to this amendment.

5. L.9

FORMAT AND INSTRUCTIONS FOR PROPOSAL SUBMISSION

L.9.1

INSTRUCTIONS FOR PROPOSAL SUBMISSION

VOLUME I – REVISED TERMS AND CONDITIONS

Revised Volume I, Binder IA shall be submitted in a separate loose leaf binder as outlined below. Offerors shall submit an original hard copy (labeled “original”) and an original electronic copy (CD) (labeled “original”) of Volume I, Binder IA and one hard copy and one electronic copy of the above mentioned information labeled “copy”. The data contained on the CD submission may not have any password protections or other means that would inhibit the Government from verifying formulas and manipulating data.

Binder 1A

VOLUME IV – REVISED PRICE PROPOSAL

Offerors shall submit an original hard copy (labeled “original”) and an original electronic copy (CD) (labeled “original”) of Volume IV – Revised Price Proposal and one hard copy and one electronic copy of the above mentioned information labeled “copy”. The data contained on the CD submission may not have any password protections or other means that would inhibit the Government from verifying formulas and manipulating data.

L.9.2 – FORMAT, ORGANIZATION, AND CONTENT OF FILES

Revised Volumes I and IV shall be submitted in a separate loose-leaf binders. The following information must be cited on the outside of the box and on the spine and cover of the binder:

· Solicitation Number:

· Revised Cost and Price Proposal

· Offeror's Name:

· Box __ of __ boxes and Volume Number (The numbering scheme shall include all outside packages, e.g., information submitted under separate cover)

Revised Volumes I and IV shall include an index of its contents that identifies major paragraphs and subparagraphs by number and descriptive title, as well as the corresponding page numbers. Each section’s title must correspond with the title given by the Government.

(a) Proposals submitted in response to this amendment shall be formatted in accordance with the instructions provided in this section. Offerors shall furnish the revised proposal in the quantities specified.

(b) Each page within revised Volumes I and IV and sections shall be numbered using a consistent numbering scheme. This scheme shall also be used for all supporting documentation such as charts, figures, etc., included.

Revised Volumes I and IV, including all supporting documentation, shall be submitted in standard three ring loose-leaf binders. All offerors must print on 8 1/2 by 11-inch, double sided (example: page 1 on the front side and page 2 on the back side of the same sheet), recycled paper (no less than 30% post consumer material). Blank sides and part/tab dividers do not count toward the page counts. The typewritten or printed letters shall be 12-point Times New Roman. No reduction is permitted except for organization charts or other graphic illustrations. In those instances where reduction is allowable, offerors shall ensure that the print is easily readable; no less than 8-point font on graphs and 10-point font on tables.

Offerors shall not use charts/tables/graphics to subvert page limits. Each page shall have adequate margins on each side (at least one inch) of the page. Header/footer information (which does not include any information to be evaluated) may be included in the 1” margin space. Fold outs for complete spreadsheets and/or organization charts are permissible up to 11” by 17”, with printing on only one side, if secured with the volume. Large sheets (i.e., greater than 8 1/2 by 11 inch) shall count as two pages.

The revised proposal shall, at a minimum, include the information identified in Section L, and comply with the cited page limitations for each section. Page limitations identified in Section L.9.1 refer to one side of a page. For example, each key personnel résumé is limited to two pages; this would be submitted on one sheet of paper with information on each side of the paper. Offerors will only be evaluated on the information contained within the page limitations set forth for each section. Additional information that exceeds the prescribed page limitations shall not be evaluated.

In addition to the “paper” proposal, an electronic version is also required on a compact disk (CD). Offerors shall exercise extreme caution to assure that all disks submitted in response to this section shall be free of any computer viruses. If a disk is found to contain a virus, the entire offer may be rejected.

(c) Files shall be formatted as follows:

(1) Text files (including charts, diagrams, etc.): Microsoft Word 2003.

(2) Spreadsheet files: Microsoft Excel 2003.

Pre-printed materials such as company annual reports submitted with revised Volume IV, Price Proposal and Financial Information need not be submitted in electronic format.

A revised proposal that fails to show compliance with all of Section L instructions shall be removed from the competition.

6. SECTION L.11.2.1 OFFER ACCEPTANCE PERIOD

The offeror’s acceptance period shall be an additional 240 calendar days that has been acknowledge via letter to the contracting officer from the date specified for receipt of offers, unless another date is specified in an addendum to the solicitation.

7. SECTION L.14

VOLUME IV: BINDER 4 – REVISED PRICE PROPOSAL

(FACTOR 6)

Offerors shall submit an organized price proposal that clearly and separately identifies the price pertaining to the principal task area detailed in Section B. The offeror must utilize the estimated hours listed in Section J, Attachment J.5, of the solicitation. The estimates contained in Attachment J.5, Labor Categories and Hours, are for evaluation purposes only and should not be construed as limitations on types or quantities of labor that may be subsequently acquired under the TIPSS-4 ITS contract. The hours are for proposal evaluation purposes only and do not commit the Government.

TAB A - The offeror shall submit a completed Attachment J.1, General Financial and Organizational Information in Tab A of Volume IV – Revised Price Proposal.

TAB B - The offeror shall submit summary spreadsheets in Tab B of Volume IV – Revised Price Proposal that clearly identifies all proposal amounts including:

1. A grand total summary schedule for each year of the contract period.

2. A schedule of burdened hourly labor rates for each contract year.

Offerors shall prepare the schedules in accordance with the sample pricing schedule in Attachment J.1.1 Rev 1. The offeror shall propose not to exceed loaded labor rates for all Government labor categories specified in Section B utilizing the estimated hours listed in Section J.5. Loaded hourly rates (with and without profit) and a total price shall be proposed for the contractor site for each year of contract performance in accordance with each offeror’s normal accounting practices.

TAB C - The offeror shall provide a written narrative in Tab C of Volume IV – Revised Price Proposal explaining the differences between the original and revised proposal amounts.

TAB D – The offeror shall provide a completed Section B.2. Offerors do not need to complete Section B.2.1. Section B.2.1, and the resulting CLIN structure will be completed at time of award.

TAB E - Accounting System The offeror shall identify the status of its accounting/estimating, billing and purchasing systems. If the offeror’s accounting system has not been reviewed or approved by a Government agency, then the offeror shall provide a description of its methodology for estimating and accumulating costs under Government contracts. If this information has been provided elsewhere in the price proposal, the offeror may reference those sections in lieu of duplicating responses.

TAB F - Financial Capability

Offerors shall provide the following information in Tab F of Volume IV – Revised Price Proposal, concerning financial capability:

· Audited financial statements for the prime and major subcontractors, complete with notes for the last two completed fiscal years and the most recent year-to-date actual financial data; if audited financial statements are not available, then the offeror shall also provide tax returns from the two most recent fiscal years. Major subcontractors are contractors, subcontractors, or vendors to the prime contractor who are budgeted to receive an annual amount of at least $3,500,001.00 annually or 20% of the total contract funds (whichever is less).

· Financial resources available to perform the contract without assistance from any outside source. If sufficient resources are not available, then indicate in your proposal the amount required and the anticipated source (i.e., bank loans, letter or lines of credit, etc.). Offerors shall also provide a copy of the letter from the bank and names/phone numbers of bank representatives available to confirm the financing arrangement.

8. SECTION L.21 - RETURN OF OFFERS & Standard Form (SF) 33

It is important that the offer is sealed and the outer envelope or wrapping of the offer is addressed as follows:

FROM: Offeror's Return Address

TO:

Internal Revenue Service

Tania B. Davis, Contracting Officer

Constellation Centre, Suite 500 (OS:A:P:I:G)

6009 Oxon Hill Road

Oxon Hill, MD 20745

SOLICITATION NO.: TIRNO-09-R-00012, TIPSS-4 ITS

DATE: July 30, 2010

TIME: 2:00 PM (OXON HILL, MD - EASTERN STANDARD TIME)

(NOTE: Failure to mark the outer cover could be the cause of the offer being misdirected and received too late at the required destination.)

Offers sent through the U. S. Mail (including U. S. Postal Service Express Mail Next Day Service - Post Office to Addressee) must be addressed to the place specified in Standard Form 33, Block 7. All hand-carried offers including those made by private delivery services (e.g., Federal Express and Airborne Express) must be delivered to the office cited in Standard Form 33, Block 7. Hand-carried offers must be delivered to the above office by the time and date specified in SF 33, Block 9. IRS personnel are not available to receive hand-carried offers except between the hours of 8:00 a.m. - 4:00 p.m., Monday through Friday, excluding federal holidays. Offers received at destination after time and date specified for receipt will be considered LATE in accordance with FAR 52.215-1. The burden of timely receipt is upon the offeror.

9. SECTION M.4 - EVALUATION CRITERIA

FACTOR 6 - COST/PRICE

The Government will evaluate the offeror's total proposed contract price for reasonableness using price analysis techniques described in FAR 15.404-1. Price analysis will be used to determine the competitive range. These prices will be used in conjunction with the other non-price evaluation factors stated in the solicitation in order to make the award decision in accordance with the basis for award stated in Section M.3.

10. ALL OTHER TERMS AND CONDITIONS OF SOLICITATION TIRNO-09-R-00012 REMAIN THE SAME.

(End of Amendment)

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