USCA27R0019 W2 1099 Printing and Mailing Services.pdf

USCA27R0019 - Page 1 of 29

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES

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

CPMD260026

PAGE 1 OF

5. SOLICITATION NUMBER

USCA27R0019

2. CONTRACT NUMBER 3. AWARD/EFFECTIVE DATE 4. ORDER NUMBER 6. SOLICITATION ISSUE

DATE

10/21/2026

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME Anita Middleton

b. TELEPHONE NUMBER (No collect calls) 202-502-3832

8. OFFER DUE DATE /

LOCAL TIME

11/02/2026

12:00 ET

CODE PMD

Procurement Management Division Administrative Office of the United States Courts One Columbus Circle, N.E.

Suite 3-250 Washington, DC 20544-0001

9. ISSUED BY X UNRESTRICTED OR SET ASIDE: % FOR

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SERVICE-DISALBED

VETERAN-OWNED

SMALL BUSINESS

(SDVOSB)

WOMEN-OWNED SMALL

BUSINESS (WOSB)

ECONOMICALLY DISADVANTAGED WOMEN-

OWNED SMALL BUSINESS (EDWOSB)

8(A)

NORTH AMERICAN INDUSTRY

CLASSIFICATION STANDARD

(NAICS):

SIZE STANDARD:

10. THIS ACQUISITION IS

SEE SCHEDULE

11. DELIVERY FOR FREE ON BOARD

(FOB) DESTINATION UNLESS BLOCK IS

MARKED

0 Days: 0.00 %

0 Days: 0.00 % 0 Days: 0.00 % 0 Days: 0.00 %

12. DISCOUNT TERMS

13a. THIS CONTRACT IS

RATED ORDER UNDER THE

DEFENSE PRIORITIES AND

ALLOCATIONS SYSTEM -

DPAS (15 CFR 700)

13b. RATING

REQUEST

FOR

QUOTE

(RFQ)

INVITATION

FOR BID

(IFB)

X REQUEST

FOR

PROPOSAL

(RFP)

14. METHOD OF SOLICITATION

CPMDCODE15. DELIVER TO

Court Personnel Management Division Administrative Office of the United States Courts One Columbus Circle, N.E.

Suite 5-560 Washington, DC 20544-0001

CODE PMD16. ADMINISTERED BY

Procurement Management Division Administrative Office of the United States Courts One Columbus Circle, N.E.

Suite 3-250 Washington, DC 20544-0001

FACILITY

CODE

CODE

TELEPHONE NUMBER

17a. CONTRACTOR/

OFFEROR

CPMDCODE18a. PAYMENT WILL BE MADE BY Court Personnel Management Division Administrative Office of the United States Courts One Columbus Circle, N.E.

Suite 5-560 Washington, DC 20544-0001

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

OFFER SEE ADDENDUM

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

CHECKED

19. ITEM NUMBER 20. SCHEDULE OF SUPPLIES/SERVICES 21. QUANTITY 22. UNIT 23. UNIT PRICE 24. AMOUNT

See Lines

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

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Government Use Only)

27. Applicable terms and conditions are as stated in the continuation pages.

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN ____ COPIES TO

ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER ALL ITEMS SET FORTH

OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL SHEETS SUBJECT TO THE

TERMS AND CONDITIONS SPECIFIED.

29. AWARD OF CONTRACT: REFERENCE _____________________________

OFFER DATED _________________ . YOUR OFFER ON SOLICITATION (BLOCK

5) INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

HEREIN, IS ACCEPTED AS TO ITEMS:

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

30b. NAME AND TITLE OF SIGNER (Type or print) 30c. DATE SIGNED 31b. NAME OF THE CONTRACTING OFFICER (Type or print) Anita Middleton

31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 11/2021)

USCA27R0019 - Page 2 of 29

19.

ITEM NUMBER

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

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

PARTIAL FINAL

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

COMPLETE PARTIAL FINAL

36. PAYMENT 37. CHECK NUMBER

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

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT 42a. RECEIVED BY (Print)

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

STANDARD FORM 1449 (REV. 11/2021) BACK

USCA27R0019 - Page 3 of 29

Section B - Supplies or Services and Prices/Costs

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

File load and test files

Type of Contract:

FFP

1.000000 JB

Extended Description: Program Office: FAD

Period of Performance: 11/16/2026 - 11/15/2027

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of W-2s under 5 Separate FEINs (File One)

Type of Contract:

FFP

71,000.000000 EA

Extended Description: Program Office: HRO

Period of Performance: 11/16/2026 - 11/15/2027

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099-Rs (File Two)

Type of Contract:

FFP

71,000.000000 EA

Extended Description: Program Office: HRO

Period of Performance: 11/16/2026 - 11/15/2027

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099-INT (File Three)

Type of Contract:

FFP

800.000000 EA

Extended Description: Program Office: FAD

Period of Performance: 11/16/2026 - 11/15/2027

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099- MISC (File Four)

Type of Contract:

FFP

2,500.000000 EA

Extended Description: Program Office: FAD

Period of Performance: 11/16/2026 - 11/15/2027

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099- NEC (File Five)

Type of Contract:

FFP

13,000.000000 EA

Extended Description: Program Office FAD

Period of Performance: 11/16/2026 - 11/15/2027

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Create Date Files of Mailed Records

Type of Contract:

FFP

1.000000 JB

Extended Description: Program Office: HRO

Period of Performance: 11/16/2026 - 11/15/2027

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099-INT Corrected Forms

Type of Contract:

FFP

100.000000 EA

USCA27R0019 - Page 4 of 29

Extended Description: Program Office: FAD

Period of Performance: 11/16/2026 - 11/15/2027

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099- MISC Corrected Forms

Type of Contract:

FFP

400.000000 EA

Extended Description: Program Office: FAD

Period of Performance: 11/16/2026 - 11/15/2027

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099- NEC Corrected Forms

Type of Contract:

FFP

800.000000 EA

Extended Description: Program Office: FAD

Period of Performance: 11/16/2026 - 11/15/2027

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

File load and test files

Type of Contract:

FFP

1.000000 JB

Extended Description: Program Office: FAD

Period of Performance: 11/16/2027 - 11/15/2028

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of W-2s under 5 Separate FEINs (File One)

Type of Contract:

FFP

71,000.000000 EA

Extended Description: Program Office: HRO

Period of Performance: 11/16/2027 - 11/15/2028

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099-Rs (File Two)

Type of Contract:

FFP

71,000.000000 EA

Extended Description: Program Office: HRO

Period of Performance: 11/16/2027 - 11/15/2028

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099-INT (File Three)

Type of Contract:

FFP

800.000000 EA

Extended Description: Program Office: FAD

Period of Performance: 11/16/2027 - 11/15/2028

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099- MISC (File Four)

Type of Contract:

FFP

2,500.000000 EA

Extended Description: Program Office: FAD

Period of Performance: 11/16/2027 - 11/15/2028

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099- NEC (File Five)

Type of Contract:

FFP

13,000.000000 EA

Extended Description: Program Office FAD

USCA27R0019 - Page 5 of 29

Period of Performance: 11/16/2027 - 11/15/2028

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Create Date Files of Mailed Records

Type of Contract:

FFP

1.000000 JB

Extended Description: Program Office: HRO

Period of Performance: 11/16/2027 - 11/15/2028

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099-INT Corrected Forms

Type of Contract:

FFP

100.000000 EA

Extended Description: Program Office: FAD

Period of Performance: 11/16/2027 - 11/15/2028

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099- MISC Corrected Forms

Type of Contract:

FFP

400.000000 EA

Extended Description: Program Office: FAD

Period of Performance: 11/16/2027 - 11/15/2028

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099- NEC Corrected Forms

Type of Contract:

FFP

800.000000 EA

Extended Description: Program Office: FAD

Period of Performance: 11/16/2027 - 11/15/2028

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

File load and test files

Type of Contract:

FFP

1.000000 JB

Extended Description: Program Office: FAD

Period of Performance: 11/16/2028 - 11/15/2029

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of W-2s under 5 Separate FEINs (File One)

Type of Contract:

FFP

71,000.000000 EA

Extended Description: Program Office: HRO

Period of Performance: 11/16/2028 - 11/15/2029

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099-Rs (File Two)

Type of Contract:

FFP

71,000.000000 EA

Extended Description: Program Office: HRO

Period of Performance: 11/16/2028 - 11/15/2029

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099-INT (File Three)

Type of Contract:

FFP

800.000000 EA

Period of Performance: 11/16/2028 - 11/15/2029

USCA27R0019 - Page 6 of 29

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099- MISC (File Four)

Type of Contract:

FFP

2,500.000000 EA

Extended Description: Program Office: FAD

Period of Performance: 11/16/2028 - 11/15/2029

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099- NEC (File Five)

Type of Contract:

FFP

13,000.000000 EA

Extended Description: Program Office FAD

Period of Performance: 11/16/2028 - 11/15/2029

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Create Date Files of Mailed Records

Type of Contract:

FFP

1.000000 JB

Extended Description: Program Office: HRO

Period of Performance: 11/16/2028 - 11/15/2029

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099-INT Corrected Forms

Type of Contract:

FFP

100.000000 EA

Extended Description: Program Office: FAD

Period of Performance: 11/16/2028 - 11/15/2029

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099- MISC Corrected Forms

Type of Contract:

FFP

400.000000 EA

Extended Description: Program Office: FAD

Period of Performance: 11/16/2028 - 11/15/2029

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099- NEC Corrected Forms

Type of Contract:

FFP

800.000000 EA

Extended Description: Program Office: FAD

Period of Performance: 11/16/2028 - 11/15/2029

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

File load and test files

Type of Contract:

FFP

1.000000 JB

Extended Description: Program Office: FAD

Period of Performance: 11/16/2029 - 11/15/2030

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of W-2s under 5 Separate FEINs (File One)

Type of Contract:

FFP

71,000.000000 EA

Extended Description: Program Office: HRO

Period of Performance: 11/16/2029 - 11/15/2030

USCA27R0019 - Page 7 of 29

Printing and Mailing of 1099-Rs (File Two)

Type of Contract:

FFP

71,000.000000 EA

Extended Description: Program Office: HRO

Period of Performance: 11/16/2029 - 11/15/2030

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099-INT (File Three)

Type of Contract:

FFP

800.000000 EA

Extended Description: Program Office: FAD

Period of Performance: 11/16/2029 - 11/15/2030

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099- MISC (File Four)

Type of Contract:

FFP

2,500.000000 EA

Extended Description: Program Office: FAD

Period of Performance: 11/16/2029 - 11/15/2030

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099- NEC (File Five)

Type of Contract:

FFP

13,000.000000 EA

Extended Description: Program Office FAD

Period of Performance: 11/16/2029 - 11/15/2030

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Create Date Files of Mailed Records

Type of Contract:

FFP

1.000000 JB

Extended Description: Program Office: HRO

Period of Performance: 11/16/2029 - 11/15/2030

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099-INT Corrected Forms

Type of Contract:

FFP

100.000000 EA

Extended Description: Program Office: FAD

Period of Performance: 11/16/2029 - 11/15/2030

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099- MISC Corrected Forms

Type of Contract:

FFP

400.000000 EA

Extended Description: Program Office: FAD

Period of Performance: 11/16/2029 - 11/15/2030

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099- NEC Corrected Forms

Type of Contract:

FFP

800.000000 EA

Period of Performance: 11/16/2029 - 11/15/2030

USCA27R0019 - Page 8 of 29

File load and test files

Type of Contract:

FFP

1.000000 JB

Extended Description: Program Office: FAD

Period of Performance: 11/16/2030 - 11/15/2031

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of W-2s under 5 Separate FEINs (File One)

Type of Contract:

FFP

71,000.000000 EA

Extended Description: Program Office: HRO

Period of Performance: 11/16/2030 - 11/15/2031

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099-Rs (File Two)

Type of Contract:

FFP

71,000.000000 EA

Extended Description: Program Office: HRO

Period of Performance: 11/16/2030 - 11/15/2031

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099-INT (File Three)

Type of Contract:

FFP

800.000000 EA

Extended Description: Program Office: FAD

Period of Performance: 11/16/2030 - 11/15/2031

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099- MISC (File Four)

Type of Contract:

FFP

2,500.000000 EA

Extended Description: Program Office: FAD

Period of Performance: 11/16/2030 - 11/15/2031

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099- NEC (File Five)

Type of Contract:

FFP

13,000.000000 EA

Extended Description: Program Office FAD

Period of Performance: 11/16/2030 - 11/15/2031

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Create Date Files of Mailed Records

Type of Contract:

FFP

1.000000 JB

Extended Description: Program Office: HRO

Period of Performance: 11/16/2030 - 11/15/2031

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099-INT Corrected Forms

Type of Contract:

FFP

100.000000 EA

Period of Performance: 11/16/2030 - 11/15/2031

USCA27R0019 - Page 9 of 29

Printing and Mailing of 1099- MISC Corrected Forms

Type of Contract:

FFP

400.000000 EA

Extended Description: Program Office: FAD

Period of Performance: 11/16/2030 - 11/15/2031

Number Supplies or Services Qty Unit Unit Price Total (Inc. disc., tax, and fees)

Printing and Mailing of 1099- NEC Corrected Forms

Type of Contract:

FFP

800.000000 EA

Extended Description: Program Office: FAD

Period of Performance: 11/16/2030 - 11/15/2031

C-1 W-2 and 1099 Printing and Mailing Distribution Support

1. Introduction

The Administrative Office of the United States Courts (AO) is seeking contractor services for the printing and mailing of the following Internal Revenue Service (IRS) information returns:

• W-2, Wage and Tax Statement

• 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

• 1099-INT, Interest Income

• 1099-MISC, Miscellaneous Income

• 1099-NEC Nonemployee Compensation

The printing and mailing support service will allow the Federal Judiciary to accomplish the requirement on the annual IRS tax reporting obligations. This contract will be for printing and mailing services ONLY and DOES NOT include the contractor providing any other tax-related services. The AO will provide ready-to-print and mail Portable Document File (PDF) data files to the contractor with all W-2 and 1099 boxes prepopulated with the appropriate tax information along with appropriate instructions of each tax form.

The contractor must be able to print and mail W-2s and 1099s domestically, as well as to U.S. territories and international addresses as provided by the judiciary.

2. Background

The AO’s Court Human Resources Division (CHRD) is required to generate and distribute a W-2 to each eligible judicial officer and judiciary employee and a 1099-R to each eligible retired judicial officer annuitant and judicial officer survivor annuitant. HRO performs this service on behalf of the following federal judiciary agencies and programs of the Federal Judiciary: Administrative Office of United States Courts (AO), Federal Judicial Center (FJC), United States Sentencing Commission (USSC), United States Federal Courts, Judicial Retirement and Survivors Annuity System (JRSAS) and the United States Judges. All W-2’s and 1099-R forms are generated in the Human Resources Management Information System (HRMIS).

The AO’s Financial Operations Division (FOD) is also required to generate and distribute Forms 1099-INT, 1099-MISC and 1099- C to each eligible judiciary vendor and employee on an annual basis. FMO performs this service on behalf of the following Federal Judiciary agencies: AO, U.S. court units and FPDOs, FJC, and USSC. All 1099-INT, 1099-MISCs and 1099-NECs are generated in the Judiciary Integrated Financial Management System (JIFMS), a customized CGI Momentum product.

3. Scope of Work

The contractor shall only print and mail paper copies of the Judiciary W-2 and 1099-R, 1099-INT, 1099-MISC, 1099-NEC, and 1099- C Forms for calendar years 2026-2031. The forms will be printed on paper from PDF data files provided by HRO and FMO and mailed to the correct recipient as directed by the Judiciary. All supplies and equipment for printing and mailing the tax forms other than the AO’s USPS bulk mailing permit shall be provided by the contractor. The contractor shall mail W-2s and 1099 forms to address in the Continental United States (CONUS), Outside of Continental United States (OCONUS), as well as to U.S. territories and

USCA27R0019 - Page 10 of 29 international addresses as provided by the judiciary. The contractor shall provide the judiciary with electronic copies of all W-2s and 1099s printed and mailed to the recipients.

The contractor must have the capability to securely receive and store electronic files from the AO using AO approved encryption methods such as Secure File Transfer Protocol (SFTP) for files in-transit and hard disk encryption for files at-rest. The contractor shall make available their secure file system for remote AO security testing and inspection by the AO DCIO Information Assurance Branch immediately after award, and prior to any work performed under this contract. In the event the contractor’s system is deemed incapable of performance, and the contractor is unable to fully comply with the requirements to securely receive and store electronic files from the AO, the results shall be relayed to the AO Department of Administrative Services (DAS) Acquisition Management Office (AMO) for potential contract action, to include immediate termination.

Each January 18th (or next business day if the 18th falls on a weekend day), the contractor will receive electronically transmitted secure data files containing approximately 45,000 information returns from the AO. The information returns must be printed and mailed within SEVEN BUSINESS DAYS after receipt of the electronic file.

Note: This schedule may be changed at the AO's discretion due to changes in processing schedules or other (un)planned events.

The contractor will print the information returns as instructed by the Judiciary. The printed information return, if any, will be bi-folded/tri-folded with the name and address from the information return facing up. The contractor shall use a mailing label or panel with the recipient’s name and address as stated on the form, accompanied by a USPS barcode. The contractor shall adjust the recipient’s address to a more accurate address in accordance with the USPS database to enhance delivery assurance.

The information return envelope will have the words “IMPORTANT TAX DOCUMENT ENCLOSED” clearly showing on the front of the envelope. The address for each recipient and the AO’s return mailing address must be fully visible if a suitable double window envelope is not used. Each envelope is to be completely sealed if placed into an envelope.

Each sealed envelope is to be stamped using the AO's USPS bulk mailing stamp; for government certificate/permit mailing by pre-printed permit and penalty certificate on the envelopes. The contractor may use pressure seal paper if the document mailed to the recipient complies with IRS tax form requirements.

The contractor will batch the sealed and stamped envelopes and deliver them to a USPS facility to be mailed. There shall be no loss of control over the stuffed envelopes at any time. The batch must remain under exclusive control of the contractor until it is received by the USPS. The contractor may use machine control marks (2D Barcodes) to enhance quality assurance.

The contractor shall obtain properly completed and signed Postal Service Form(s) 3606, Certificate of Bulk Mailing – International, and 3606-D, Certificate of Bulk Mailing – Domestic, as proof of delivery to USPS.

The contractor shall use sanitization and/or destruction methods allowable under the NIST Special Publication 800-88, Guidelines for Media Sanitization (or its successor) to delete and dispose of Judiciary information in their possession once printed, folded, sealed and delivered to USPS. The contractor shall provide a copy of their sanitization/destruction process to the AO COR.

Upon successfully completing the mailing process with the USPS, the contractor shall confirm completion by emailing the AO’s COR, within 48 hours, and providing the following information:

• Number of information returns inserted into envelopes.

• Number of envelopes stamped.

• Number of envelopes delivered to USPS categorized by File Types provided below.

• Postmaster’s Certification (i.e., Form(s) 3606 and 3606-D).

• Verification that the file was successfully purged from the contractor's systems in accordance with guidance contained in NIST 800.88, Guidelines for Media Sanitation Paragraph 5, Methods for purging data. This verification shall include a description of the data and the asset on which it was stored, the date and method of sanitization/destruction, and the name of the person who purged the data.

4. Contractor Personnel Security – Suitability for Work Requirements

USCA27R0019 - Page 11 of 29

In accordance with Clause 7-20, Security, all contractor staff working in performance of the contract a required to pass a suitability check by the AO's Security Office prior to having access to any work to be performed on this contract.

5. Reporting

The contractor shall provide all written reports in PDF format. Presentation slides shall be provided in Microsoft Office Power Point.

Raw data shall be provided in Microsoft Office Excel.

6. Safeguard of Judiciary Data

In terms of the performance of this contract, the Judiciary will provide the contractor with proprietary data that includes Personally Identifiable Information (PII) that is not available to the public. The contractor shall take every precaution to safeguard all Judiciary provided data and adhere to the following judiciary clauses: 7-20, Security Requirements and 7-35, Disclosure or Use of Information.

In no event will the contractor permit any Judiciary data to be accessed, handled, used, processed, or viewed by any individual who has not been properly screened in accordance with clause 7-20, nor shall the contractor permit any data to be handled, stored, or processed except in strict adherence to the limitations in clause 7-35.

C.6.1 – Information Security The information contained in the W-2 and 1099 files are considered judiciary sensitive information that contains personally identifiable information (PII) and payee earnings information. The contractor must protect payee information and treat it with the highest level of confidentiality. These W-2 and 1099 files shall never be printed or shared with an unauthorized third-party without permission from an authorized official from HRO or FMO. Once all W-2/1099’s have been printed and mailed the contractor will delete all copies of the source PDF provided by the Judiciary.

The contractor shall not use or sell the information for any purpose. Violation of this may lead to criminal prosecution.

The contractor shall verify that their secure transfer file system is properly configured and operating as intended. The contractor must comply with basic agency requirements provided by the Judiciary Information Security Framework (JISF) requirements are but not limited to: Access Control (AC-2 Account Management, AC-3 Access Enforcement, AC-4 Data Flow Enforcement, AC-5 Separation of Duties, AC-6 Least Privilege) and System and Communication Protection (SC-8 Transmission Confidentiality and Integrity, SC-28 Protection of (information at Rest). Media Protection (MP-2 Media Access, MP-3 Media Marking, MP-4 Media Storage, MP-5 Media Transport MP-6 Media Sanitization). These controls are meant to protect the confidentiality, integrity and availability of Judiciary sensitive data both in transit across the network, at rest within electronic storage media and while being handled by contract personnel.

The contractor shall make available their secure file system for remote AO security testing and inspection by AO DCIO-ITSO, at any time. If remote access is not possible, the contractor must disclose all outstanding system security weaknesses and vulnerabilities to the AO DCIO-PDO Information Assurance Branch (IAB) and AO DCIO-ITSO prior to the execution of this contract. If security findings are deemed High risk by AO’s security officials, then data transmission between systems can be postponed or delayed indefinitely until all High-level risk vulnerabilities have been fully repaired or remediated.

If the contractor has access to sensitive personally identifiable information (PII), the contractor shall certify that it has a security policy in place that contains procedures to promptly notify any individual whose PII was, or is reasonably believed to have been, breached. Any notification shall be coordinated with the COR, for both method and content of notification, before the notification is released. The contractor assumes full responsibility for taking corrective action, which may include offering credit monitoring when appropriate.

In summary, the contractor shall provide the following to AOUSC to verify the basic security requirements above:

• Copy of the contractor’s IT Security Policy

• A system security plan that, at a minimum, details the implementation of basic requirements provided by the Judiciary Information Security Framework requirements for:

• Access Control (AC-2 Account Management, AC-3 Access Enforcement, AC-4 Data Flow Enforcement, AC-5 Separation of Duties, AC-6 Least Privilege);

• System and Communication Protection (SC-8 Transmission Confidentiality and Integrity, SC-28 Protection of (information at Rest); and

USCA27R0019 - Page 12 of 29

• Media Protection (MP-2 Media Access, MP-3 Media Marking, MP-4 Media Storage, MP-5 Media Trans-port MP-6 Media Sanitization).

• Procedures for the sanitization/destruction of data.

• Procedures for promptly notifying any individual whose PII was, or is reasonably believed to have been, breached.

All suspected or confirmed security incidents involving the unauthorized disclosure of W-2 and 1099 information by the contractor, must be reported immediately to the DCIO-PDO-IAB Incident Response Team at AOml_IAB_Incident_Response@ao.uscourts.gov and the AO Security Operations Center (SOC) at 202-502-4370 or email soc@ao.uscourts.gov in accordance with the AO's Security Incident Response Plan. The SOC is a 24-hour, 7-day-a-week support center that addresses security incidents. The SOC works in collaboration with PDO to investigate and resolve any reported Security Incident.

All unauthorized disclosures of tax statement information by the contractor shall be reported to the AO Security Operations Center (SOC) in accordance with AO’s Security Incident Response Plan. See Attachment A for reporting details. The SOC is a 24-hour, 7-day-a-week support center that addresses security incidents. The SOC works in collaboration with PDO to remediate any reported Security Incident and any vulnerability and works to restore the affected system(s) to an operational state.

Only ONE W-2 or 1099 will be inserted in each envelope. Due to privacy regulations, it is deemed a breach of contract if the AO determines that any recipient received another person's tax statement inside the envelope with their own tax statement. The contractor shall batch the sealed, and stamped envelopes and deliver them to a USPS facility to be mailed within the required period after receiving the file from AO. There shall be no loss of control over the stuffed envelopes at any time. The batch must remain in the control of the contractor until it is received by the USPS.

These incidents must be reported immediately to the PDO Incident Response Team at AOml_IAB_Incident_Response@ao.uscourts.gov and the AOUSC Security Operations Center (SOC) at 202-502-4370 or email soc@ao.uscourts.gov the AOUSC Security Operations Center (SOC). An investigation will be initiated to determine if the error is verified. The contractor shall be assessed liquidated damages in the amount of $100 per processing error. Total liquidated damages assessed against any single job (a job being one set of annual W-2/1099 forms) will not exceed seventy-five percent (75%) of the total charges for that job.

A report of liquidated damages will be detailed and sent to the Contractor by the AOUSC contact after they have been discovered. A credit will be taken against the Contractor's next invoice.

7. Deliverables

The Contractor shall provide the following for the year of award and each option year.

CLINs 0001, 1001, 2001, 3001, 4001 – File load and test files

The Judiciary will provide the contractor test files between December 15 to 31 of the current tax year. The below listed items (a) through (b) must be completed to the satisfaction of the judiciary within 5 Business Days of receipt of the test files.

a. The judiciary will provide test files to the contractor using digital encryption transfer protocols such as current and secure version of Transport Layer Security (TLS) or Secure File Transfer Protocol (SFTP). Test files along with the IRS instructions provided on the back of the official IRS form are defined as follows:

a. 1. File 1 with ten W-2 samples from each of the 5 separate Federal Employment Identification Numbers (FEIN) for a total of fifty in a pre-defined file layout

2. File 2 with ten 1099-R samples under one FEIN in a pre-defined file layout.

3. File 3 with twenty 1099-INT samples under one FEIN in a pre-defined file layout.

4. File 4 with thirty 1099-MISC samples under one FEIN in a pre-defined file layout.

5. File 5 with thirty-five 1099-NEC samples under one FEIN in a pre-defined file layout.

b. Provide corrections of test files and/or file reload services if required.

USCA27R0019 - Page 13 of 29

CLINs 0002, 1002, 2002, 3002, 4002 - Printing and Mailing of W-2s for employees under 5 FEINs)

The contractor must have the capability to create a print and mail File 1. The items below in (a) through (f) must be completed to the satisfaction of the Judiciary within Seven Business Days of receipt of the production data files.

a. File 1 with an estimated 25,000 W-2s records, under five FEINs in a pre-defined file layout along with the IRS W-2 instructions provided on the back of the official IRS form. Files will be in multiple files due to size and volume constraints.

b. Upon receipt of the production file, within 2 business days provide 10 random samples from each 5 FEIN of Form W-2, a total of 50 forms, for review. The AO will provide approval prior to printing and mailing all forms within 1 business day of receipt of the random samples from each 5 FEIN of Form W-2.

c. Print, seal and mail Form W-2 to each recipient with return address fully visible if a suitable double window envelope is not used.

d. On the front of the envelope the words “IMPORTANT TAX DOCUMENT ENCLOSED” must be clearly showing.

e. Provide confirmation of W-2 records printed and mailed by the contractor.

f. Provide Certificate of Bulk Mailing from the US Postal Service for W-2 forms within 2 business days of mailing.

CLINs 0003, 1003, 2003, 3003, 4003 - Printing and Mailing of 1099-R under 1 FEIN

The contractor must have the capability to create a print and mail File 2. The items below in (a) through (f) must be completed to the satisfaction of the Judiciary within Seven Business Days of receipt of the production data files.

a. File 2 with an estimated 3,000 1099-Rs records, under one FEIN in a pre-defined file layout along with the IRS 1099-R instructions provided on the back of the official IRS form

b. Upon receipt of the production file, within 2 business days provide 10 random samples of Form 1099-R, for review. The AO will provide approval prior to printing and mailing all forms within 1 business day of receipt of the random samples of Form 1099-R.

c. Print, seal and mail Form 1099-R to each recipient with return address fully visible if a suitable double window envelope is not used.

d. On the front of the envelope the words “IMPORTANT TAX DOCUMENT ENCLOSED” must be clearly showing.

e. Provide confirmation of 1099-R records printed and mailed by the contractor.

f. Provide Certificate of Bulk Mailing from the US Postal Service for W-2 forms within 2 business days of mailing.

CLINs 0004, 1004, 2004, 3004, 4004 - Printing and Mailing of 1099-INT under 1 FEIN.

The contractor must have the capability to print and mail File 3. The items below in (a) through (e) must be completed to the satisfaction of the Judiciary within Seven Business Days of receipt of the production data files.

a. File 3 with an estimated 800 1099-INTs in a pre-defined file layout.

b. The contractor shall add the applicable recipient instructions to each form mailing, on the back of the form or on a separate sheet of paper, as provided on the back of the official IRS form.

c. Provide 20 random samples for review and approval within two (2) business days of receipt of the production data files prior to printing and mailing all forms.

d. Provide email confirmation that all copies of 1099-INT records were printed and mailed by the contractor within one (1) business day of mailing.

e. Provide Certificate of Bulk Mailing from the US Postal Service for 1099-INT forms within two (2) business days of mailing.

CLINs 0005, 1005, 2005, 3005, 4005 - Printing and Mailing of 1099-MISC under 1 FEIN.

The contractor must have the capability to create a print and mail File 4. The items below in (a) through (e) must be completed to the satisfaction of the Judiciary within Seven Business Days of receipt of the production data files.

a. File 4 with an estimated 2,500 1099-MISCs in a pre-defined file layout.

b. The contractor shall add the applicable recipient instructions to each form mailing, on the back of the form or on a separate sheet of paper, as provided on the back of the official IRS form.

c. Provide 30 random samples for review and approval within two (2) business days of receipt of the production data files prior to printing and mailing all forms.

USCA27R0019 - Page 14 of 29

d. Provide email confirmation that all copies of 1099-MISC records were printed and mailed by the contractor within one (1) business day of mailing.

e. Provide Certificate of Bulk Mailing from the US Postal Service for 1099-MISC forms within two (2) business days of

CLINs 0006, 1006, 2006, 3006, 4006 - Printing and Mailing of 1099-NEC -

The contractor must have the capability to create a print and mail File 5. The items below in (a) through (e) must be completed to the satisfaction of the Judiciary within Seven Business Days of receipt of the production data files.

a. File 5 with an estimated 13,000 1099-NECs in a pre-defined file layout.

b. The contractor shall add the applicable recipient instructions to each form mailing, on the back of the form or on a separate sheet of paper, as provided on the back of the official IRS form.

c. Provide 30 random samples for review and approval within two (2) business days of receipt of the production data files prior to printing and mailing all forms.

d. Provide email confirmation that all copies of 1099-NEC records were printed and mailed by the contractor within one (1) business day of mailing.

e. Provide Certificate of Bulk Mailing from the US Postal Service for 1099-NEC forms within two (2) business days of

CLINs 0007, 1007, 2007, 3007, 4007 – Create Data Files of Mailed Records The below listed items must be completed to the satisfaction of the Judiciary within Three Business Days after delivery of the information returns to USPS. The Contractor shall create and format Nine Separate PDF Data Files and submit to AOUSC, W-2 under five FEIN, 1099-R under one FEIN, 1099-INT, 1099-MISC, 1099-NEC via the same digital encryption transfer protocols provided under CLIN 0001. The data files will be submitted in the following manner:

• One data file each for the five W-2 FEINs (Total of five separate data files).

• One data file for the single 1099-R FEIN (Total of one data file).

• One data file for the single 1099-INT FEIN (Total of one data file).

• One data file for the single 1099-MISC FEIN (Total of one data file).

• One data file for the single 1099-NEC FEIN (Total of one data file).

The data files must be printable with form and data and searchable using basic search criteria such as name, state, and Social Security Number (SSN).

The Contractor shall provide email confirmation that all copies of 1099-NEC records were printed and mailed by the contractor within one (1) business day of mailing.

CLINs 0008, 1008, 2008, 3008, 4008 - Printing and Mailing of 1099-INT Corrected Forms

The contractor shall print and mail approximately 100 corrected 1099-INT records in accordance with Paragraph 4 using One FEIN within Seven (7) Business Days of receipt of the production data files. Additionally, the same items (a) through (c) listed in CLINs 0004, 1004, 2004, 3004, 4004 - Printing and Mailing of 1099-INT must be completed to the satisfaction of the Judiciary.

CLINs 0009, 1009, 2009, 3009, 4009 - Printing and Mailing of 1099-MISC Corrected Forms.

The contractor shall print and mail approximately 400 corrected 1099-MISC records in accordance with Paragraph 4 using One FEIN within Seven (7) Business Days of receipt of the production data files. Additionally, the same items (a) through (c) listed in CLINs 0005, 1005, 2005, 3005, 4005 - Printing and Mailing of 1099-MISC must be completed to the satisfaction of the Judiciary.

CLINs 0010, 1010, 2010, 3010, 4010 - Printing and Mailing of 1099-NEC Corrected Forms.

The contractor shall print and mail approximately 800 corrected 1099-NEC records in accordance with Paragraph 4 using One FEIN within Seven (7) Business Days of receipt of the production data files. Additionally, the same items (a) through (c) listed in CLINs 0006, 1006, 2006, 3006, 4006 - Printing and Mailing of 1099-NEC must be completed to the satisfaction of the Judiciary.

8. Quality Control

USCA27R0019 - Page 15 of 29

The Contractor shall develop and maintain an effective quality control plan to ensure services are performed in accordance with this

SOW.

This plan shall include:

a. Assurance that only appropriately qualified and skilled personnel will be assigned to perform the tasks described in Paragraph 3.

b. Procedures to identify, prevent, and mitigate print errors such as smudges, poor image quality and faded type.

c. A contingency for unexpected breakdown of printing and stamping equipment used to perform the required tasks under this

SOW.

Clause(s) Incorporated By Reference, see Clause B-5 Clause Title Fill-ins

2-50 Continuity of Services

2-80 Judiciary Property

2-120 Submission of Invoice

2-140 Judiciary IT Security Standards

3-3 Provisions, Clauses, Terms and Conditions - Small Purchases (APR 2026)

7-1 Contract Administration

7-5 Contracting Officer's Representative

7-125 Invoices

B-5 Clauses Incorporated by Reference OCT 2010

This procurement incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the contracting officer will make their full text available. Also, the full text of a clause may be accessed electronically at this address:

http://www.uscourts.gov/procurement.aspx.

(END)

F-1 Period of Performance

The Period of Performance is 12-months from the date of award with the potential for four one-year option periods. Anticipated period of performance dates is:

• Base Year: 11/16/2026 through 11/15/2027

• Option Year 1: 11/16/2027 through 11/15/2028

• Option Year 2: 11/16/2028 through 11/15/2029

• Option Year 3: 11/16/2029 through 11/15/2030

• Option Year 4: 11/16/2030 through 11/15/2031

F-2 Place of Performance

Primary performance shall be at the Contractor’s facility. All in-person meetings and presentations shall be held at the Thurgood Marshall Federal Judiciary Building located at One Columbus Circle NE Washington DC 20544. All other meetings and presentations may be held via teleconference.

USCA27R0019 - Page 16 of 29

All contract work performed under the contract shall take place inside the contiguous borders of the United States of America (USA). Any work performed outside of the contiguous borders of the USA shall be deemed a breach of contract.

Contractor provided travel is not anticipated and is therefore not authorized in performance of this contract.

G-1 Invoice Submission

Invoices shall be submitted to the COR shown under Section G-2.

G-2 Contracting Officer's Representative

Name:

Phone:

Email:

2-65 Key Personnel APR 2013

(a) Individuals identified below as key personnel and accepted for this contract are expected to remain dedicated to this contract. However, in the event that it becomes necessary for the contractor to replace any of the individuals designated as key personnel, the contractor shall request such substitutions in accordance with this clause. Substitution of key personnel will be considered under the following circumstances only:

(1) All substitutes shall have qualifications at least equal to those of the person being replaced.

(2) All appointments of key personnel shall be approved in writing by the contracting officer, and no substitutions of such personnel shall be made without the advance written approval of the contracting officer.

(3) Except as provided in paragraph (4) of this clause, at least 30 days (60 days if security clearance is required) in advance of the proposed substitution, all proposed substitutions of key personnel shall be submitted in writing to the contracting officer, including the information required in paragraph (5) of this provision.

(4) The following identifies the requirements for situations where individuals proposed as key personnel become unavailable because of sudden illness, death or termination of employment. The contractor shall within 5 work days after the event, notify the contracting officer in writing of such unavailability. If the event happens after award, the contracting officer will determine if there is an immediate need for a temporary substitute and a continuing requirement for a permanent substitute for the key personnel position. The contracting officer will promptly inform the contractor of this determination. If the contracting officer specifies that a temporary substitute is required, the contractor shall as soon as is practical identify who will be performing the work as a temporary substitute. The temporary substitute will then start performance on a date mutually acceptable to the contracting officer and the contractor. Within 15 work days following the event, if the contracting officer specifies that a permanent substitute is required, the contractor shall submit, in writing, for the contracting officer's approval, the information required in (5) and (6) below, for a proposed permanent substitute for the unavailable individual. The approval process will be the same as (7) below.

(5) Request for substitution of key personnel shall provide a detailed explanation of the circumstances necessitating substitution, a resume of the proposed substitute, and any other information requested by the contracting officer to make a determination as to the appropriateness of the proposed substitute's qualifications. All resumes shall be signed by the proposed substitute and his/her formal (per company accepted organizational chart) direct supervisor or higher authority.

(6) As a minimum (or as otherwise specified in the solicitation), resumes shall include the following:

(a) name of person;

(b) functional responsibility;

(c) education (including, in reverse chronological order, colleges and/or technical schools attended (with dates), degree(s)/certification(s) received, major field(s) of study, and approximate number of total class hours);

(d) citizenship status;

(e) experience including, in reverse chronological order for up to ten years, area(s) or work in which a person is qualified, company and title of position, approximate starting and ending dates (month/year), concise descriptions of experience for each position held including specific experience related to the requirements of this contract; and

(f) certification that the information contained in the resume is correct and accurate (signature of key person and date signed, and signature of the supervisor or higher authority and date signed will be accepted as certification).

(7) The contracting officer will promptly notify the contractor in writing of his/her approval or disapproval of all requests for substitution of key personnel. All disapprovals will require re-submission of another proposed substitution within 15 days by the contractor.

(b) The following individuals are designated as key personnel under this contract:Program Manager

(END)

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2-90C Option to Extend Services APR 2013

The judiciary may require continued performance of any services within the limits and at the rates specified in the contract. These rates may be adjusted only as a result of revisions to prevailing labor rates provided by the Secretary of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder shall not exceed 6 months. The contracting officer may exercise the option by written notice to the contractor no later than 15 calendar days prior to the contract's current expiration date.

(END)

2-90D Option to Extend the Term of the Contract APR 2013

(a) The judiciary may extend the term of this contract by written notice to the contractor no later than 5 calendar days prior to the contract's current expiration date; provided that the judiciary gives the contractor a preliminary written notice of its intent to extend at least 10 calendar days [60 days unless a different number of days is inserted] before the contract expires. The preliminary notice does not commit the judiciary to an extension.

(b) If the judiciary exercises this option, the extended contract shall be considered to include this option clause.

(c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed Nov 2031.

(END)

4-170 Limitation of Judiciary Obligation. JUN 2014

(a) Contract line item(s) __ is/are incrementally funded. The sum of __ is presently available for payment and allotted to this contract. An allotment schedule is contained in paragraph (j) of this clause.

(b) For item(s) identified in paragraph (a) of this clause, the contractor agrees to perform up to the point at which the total amount payable by the judiciary, including reimbursement in the event of termination of those item(s) for the judiciary’s convenience, approximates the total amount currently allotted to the contract. The contractor is not authorized to continue work on those item(s) beyond that point. The judiciary will not be obligated in any event to reimburse the contractor in excess of the amount allotted to the contract for those item(s) regardless of anything to the contrary in the clause entitled “Termination for Convenience of the Judiciary.” As used in this clause, the total amount payable by the judiciary in the event of termination of applicable contract line item(s) for convenience includes costs, profit, and…