Section_J_-_Section_F_Attachments_F.1_F.2_F.3_ _F.3.1.F.4rtf.pdf

TIRNO-16-R-00026 IEP 1.5 SECTION J- ATTACHMENT F.1

DELIVERABLES COVER LETTER

Company Letterhead

MM/DD/YYYY

Department of the Treasury Internal Revenue Service (or Bureau Name) Name & Address of Recipient

ATTENTION: (Contracting Officer’s Name, Contracting Officer Representative’s Name

(COR)

REFERENCE: (Contract Number and Task Order Number, if applicable)

SUBJECT: (Deliverable Description)

Dear Mr. or Ms. XXXXX:

In accordance with the above referenced contract (and Task Order, if applicable), (Contractor Name) submits the enclosed (reports or deliverables).

Copies of the attached are also being provided to (Contracting Officer, and COR or other appropriate POC).

Should you have any questions, please contact the undersigned at (xxx) xxx-xxxx.

Sincerely, Name Title

Enclosure(s):

cc:

TIRNO-16-R-00026 IEP 1.5 SECTION J-ATTACHMENT F.2

DELIVERABLES ACCEPTANCE FORM

INSPECTION, ACCEPTANCE & RECEIVING REPORT

CONTRACTOR NAME

CONTRACT NUMBER

TASK ORDER NUMBER

Department of the Treasury Internal Revenue Service (or Bureau Name) Name & Address of Recipient (COTR)

Date Delivered: MM/DD/YYYY

Task Order Deliverable

No.

Description

Quantity

Location Delivered (if different from above)

Date Accepted

All the requirements have been received, inspected and accepted by me, the COTR, and meet the terms of the contract except as noted below: (List the requirements that were not accepted and/or not delivered and state the reason why)

TIRNO-16-R-00026 IEP 1.5 SECTION J ATTACHMENT F.3

T&M T.O. STATUS REPORT

FOR THE PERIOD MM/DD/YYYY TO MM/DD/YYYY

CONTRACTOR NAME

CONTRACT NUMBER

T.O. #

REPORT DATE: MM/DD/YYYY

Task Title: Task Title COTR: COTR Name Phone: (###) ###-#### Contractor Project Manager: Project Manager Name Phone: (###) ###-####

Period of Performance: MM/DD/YYYY to MM/DD/YYYY (Original) MM/DD/YYYY to MM/DD/YYYY (Latest Modification #)

I. EARNED VALUE INFORMATION

Planned Value to Date (Budgeted Cost of Work Scheduled) $ ###,### Earned Value to Date (Budgeted Cost of Work Performed) $ ###,### Actual Costs to Date (Actual Costs of Work Performed) $ ###,###

Schedule Variance (BCWP - BCWS) $ ###,### - if negative, use “( )” Cost Variance (BCWP - ACWP) $ ###,### - if negative, use “( )”

II. SCHEDULE INFORMATION

Actual Start Date MM/DD/YYYY Estimated Completion Date MM/DD/YYYY (based on available funds)

III. TO COST SUMMARY

Current Task Value (Negotiated Amount) $ ###,### Total Obligation Amount to Date $ ###,###

Labor Costs to Date $ ###,### (includes Subcontractor costs) Travel Costs to Date $ ###,### Other ODC Costs to Date $ ###,### Total Actual Costs to Date $ ###,### Amount Invoiced to Date $ ###,### Amount Paid to Date $ ###,### Estimate to Complete $ ###,### #### Hours Estimate at Completion $ ###,### #### Hours

TIRNO-16-R-00026 IEP 1.5 SECTION J ATTACHMENT F.3

T&M T.O. STATUS REPORT (CONTINUED)

CONTRACTOR NAME

CONTRACT NUMBER

IV. TO HOURS DETAIL

Labor Category

Current Period

Planned Hours

Actual

Cumulative

Hours To

Actual Hours To Date

Total

Negotiated Hours

(List each labor category separately and include Subcontractor hours)

TOTALS

V. TO COST DETAIL

Cost

Cost To

Actual Cost

To Date

Negotiated Cost

(List each labor category separately and include Subcontractor cost)

Total Travel Total Other Costs

TOTAL, LABOR,

TRAVEL, ODCs

VI. TO STATUS SUMMARY

(Provide a brief overview of the work to be accomplished for the overall task and the status of the Task Order.)

TIRNO-16-R-00026 IEP 1.5 SECTION -ATTACHMENT F.3

T&M T.O. STATUS REPORT (CONTINUED)

CONTRACTOR NAME

CONTRACT NUMBER

A. WORK ACCOMPLISHED DURING THIS PERIOD

(Provide a brief description of the work accomplished, emphasizing the progress made since the last reporting period. Work should be reported against a software development plan, if applicable.)

B. ISSUES OR ANTICIPATED/CURRENT PROBLEMS

(Provide a description of any unresolved and/or anticipated problems, as they relate to the cost or schedule variance, deliverable dates, the Estimated Completion Date, the software development plan schedule, or costs.

Explain variances in schedule and/or cost that exceed plus or minus 10%.

Confirm whether the project is on schedule and within proposed costs or explain the nature and extent of the delay whenever:

1) the Estimated Completion date exceeds the scheduled completion date

2) an actual delivery date is different from the deliverable due date, and/or

3) the Estimate at Completion exceeds the current task value.)

C. PLANNED WORK FOR NEXT PERIOD

(Provide a description of the work planned for the next reporting period, referencing the software development plan (if applicable). Any re-planning of the Task Order would be proposed in this section.)

VI. DELIVERABLES STATUS (Use when applicable)

Deliverable Name

Number

Status (In Progress, On Hold, Completed, Canceled)

Due Date

Expected Delivery

Delivered

Customer Acceptance

(List each individual deliverable identified in the Task Order. )

TO LABOR HOURS SUMMARY (Use when applicable)

Total Hours Negotiated for Task Order

Hours Expended to Date (include Subcontractor)

% Expended to Date

(based on Total Available Hours)

Hours Authorized in

Work Requests

(List each labor category in the TO)

TOTAL #### #### ##.#% ####

TIRNO-16-R-00026 IEP 1.5 SECTION J ATTACHMENT F.3.1

FIXED-PRICE T.O. STATUS REPORT

FOR THE PERIOD MM/DD/YYYY TO MM/DD/YYYY

CONTRACTOR NAME

CONTRACT NUMBER

T.O. #

REPORT DATE: MM/DD/YYYY

Task Title: Task Title

COTR: COTR Name Phone: (###) ###-#### Contractor Project Manager: Project Manager Name Phone: (###) ###-####

Period of Performance: MM/DD/YYYY to MM/DD/YYYY (Original) MM/DD/YYYY to MM/DD/YYYY (Latest Modification #)

I. SCHEDULE INFORMATION

Actual Start Date MM/DD/YYYY Planned Completion Date MM/DD/YYYY

II. TO COST SUMMARY

Current Task Value (Negotiated Amount) $ ###,### Total Obligation Amount to Date $ ###,###

Amount Invoiced to Date $ ###,### Amount Paid to Date $ ###,###

III. DELIVERABLE STATUS

Deliverable Name

Number

Due Date

Expected

Delivered

Customer Acceptance

Date (List each individual deliverable, milestone or interim progress item identified in the Task Order. )

TIRNO-16-R-00026 IEP 1.5 SECTION J ATTACHMENT F.3.1

FIXED-PRICE T.O. STATUS REPORT

CONTRACTOR NAME

CONTRACT NUMBER

IV. TO STATUS SUMMARY

(Provide a brief overview of the work to be accomplished for the overall task and the status of the Task Order.)

A. WORK ACCOMPLISHED DURING THIS PERIOD

(Provide a brief description of the work accomplished, emphasizing the progress made since the last reporting period. Work should be reported against a software development plan, if applicable.)

B. ISSUES OR ANTICIPATED/CURRENT PROBLEMS

(Provide a description of any unresolved and/or anticipated problems, as they relate to the cost, deliverable dates, the Planned Completion Date, or the software development plan schedule.

Explain variances in schedule and/or cost that exceed plus or minus 10%.

Confirm whether the project is on schedule and within proposed costs or explain the nature and extent of the delay whenever:

1) the Planned Completion date exceeds the scheduled completion date

2) an actual delivery date is different from the deliverable due date, and/or

3) the Estimate at Completion exceeds the current task value.)

C. PLANNED WORK FOR NEXT PERIOD

(Provide a description of the work planned for the next reporting period, referencing the software development plan (if applicable). Any re-planning of the Task Order would be proposed in this section.)

TIRNO-16-R-00026 IEP 1.5 SECTION JATTACHMENT F.4

QUARTERLY GOVERNMENT-OWNED/CONTRACTOR-HELD PROPERTY REPORT

Government-Owned / Contractor-Held Property Report for the Period MM/DD/YYYY to MM/DD/YYYY

Contractor Name Contract Number (Contract Number) - Task Order (Task Order Number)

Report Date: MM/DD/YYYY Software and Documentation

Category

Make/Brand

Package & # of Licenses

Serial #

Acquisition Order Amt

Warranty

Provided

Returned

Installed

Site

GFP

Lotus

123 v.4.0, 1 lic

123456

$495

90 days

3/4/97

N/A

Vendor Site 1

CAP

Scitcor

P/S 6, 1 lic

123456

$225

2/15/97

Site 2

GFP

Gov't Document

5 copies

FSP 3.1.2.6

Disposed

Microsoft

MS Office, network for 15 licenses

12abcd56

$495

3/1/96 returned to NCFB

GFP (Government Furnished Property) = GFE (Government Furnished Equipment) and GFI (Government Furnished Information) CAP (Contractor Acquired Property) = Government Owned, Contractor Provided Disposed = GFP which has been returned to the Government