MODIFICATION
D -- Data Processing Services for IRS - Digitized Form 990-PF Data
- Notice Date
- 9/15/2005
- Notice Type
- Modification
- NAICS
- 518210
— Data Processing, Hosting, and Related Services
- Contracting Office
- Department of the Treasury, Internal Revenue Service (IRS), National Office Procurement (OS:A:P), 6009 Oxon Hill Road, Suite 500, Oxon Hill, MD, 20745
- ZIP Code
- 20745
- Solicitation Number
- TIRNO-05-R-00023
- Response Due
- 9/20/2005
- Archive Date
- 10/5/2005
- Point of Contact
- Darlene Walls, Contract Specialist, Phone 202-283-1443, Fax 202-283-1533,
- E-Mail Address
-
Darlene.C.Walls@irs.gov
- Description
- The purpose of this amendment is as follows: 1) Extend the proposal due date from 09/16/2005 to 09/20/2005. Quotes are due September 20, 2005 by 4:00 p.m. EDT. 2) Note: The evaluation and award procedures prescribed in FAR Part 12 and FAR Subpart 13.5, Test Program for Certain Commercial Items will be followed. 3)The following 508 clause is hereby incorporated: Section 508 of the Rehabilitation Act of 1973 requires that when Federal agencies develop, procure, maintain, or use electronic and information technology (EIT), they must ensure that the EIT allows Federal employees with disabilities to have access to and use of information and data that is comparable to the access to and use of information and data by Federal employees without disabilities, unless an undue burden would be imposed on the agency. Section 508 also requires that individuals with disabilities, who are members of the public seeking information or services from a Federal agency, have access to and use of information and data that is comparable to that provided to the public who are not individuals with disabilities, unless an undue burden would be imposed on the agency. Any software purchased by the federal government must be in compliance with Section 508. This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in FAR Subpart 12.6 as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; proposals are being requested and a separate written solicitation will not be issued. The solicitation number is TIRNO-05-R-00023 and is being issued as a Request for Quotation (RFQ) with the evaluation and award prescribed in FAR Parts 12 and 13. The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 05-05. DESCRIPTION OF REQUIREMENT BACKGROUND The TAX EXEMPT/GOVERNMENT ENTITIES (TE/GE) Division of the Internal Revenue Service (IRS) has a requirement for a subscription for access to the Digitized Form 990-PF Data with a license to use the Digitized Form 990-PF. The subscription is provided to the IRS for installation and use of the Digitized Form 990-PF Data solely by TE/GE for its own benefit, and the benefit of other divisions of the IRS or other agencies or branches of the United States federal government, with the use of the Digitized Form 990-PF Data subject to the restrictions on the access set forth herein. DEFINITIONS “Digitized 990-PF Data” means the transcribed data from the Forms 990-PF for tax exempt organizations that have filed with the IRS reporting financial activity in calendar year 2003. This may include all or a select population of the Forms 990-PF filed with the IRS, as agreed upon by the IRS and the contractor. SCOPE The scope of work encompasses the Contractor to provide subscription service or a license to use Form 990PF data that has been digitized by the contractor. TASK DESCRIPTIONS The contractor shall deliver the Digitized Form 990-PF Data in the file format and delivery method to which the parties agree. The fields captured in the Digitized Form 990-PF Data are specified in Digitized Form 990-PF Data Fields, Attachment 1. The contractor shall document its quality control process for the accuracy of the Digitized Form 990-PF Data. The contractor shall enter and verify all financial source data. DELIVERABLES The contractor shall deliver the Digitized Form 990-PF Data within thirty days from the date of award. ACCEPTANCE CRITERIA The contractor shall convert the financial source data to Digitized Form 990-PF Data with an accuracy of 99.5% for Government acceptance. All deliverables will be reviewed by the Contracting Officer Technical Representative or designated representative for adherence to the requirements of this statement of work. LICENSE AGREEMENT IRS may use, reproduce, and/or reformat the Digitized Form 990-PF Data to the extent necessary for law enforcement, non-commercial, and analytical purposes to examine individual private foundations, conduct general studies, and/or answer specific questions from Treasury Department, federal law enforcement agencies or Congress that do not involve the transmission of Digitized Form 990-PF Data. IRS will not use the Digitized Form 990-PF Data for purposes other than as described in BACKGROUND above, including, but not limited to, making a mailing list, renting, selling, lending, or otherwise transmitting or transferring the Digitized Form 990-PF Data to another person or organization, or creating a web site. TE/GE, Exempt Organizations Division will maintain control of the Digitized Form 990-PF Data within IRS. Except for as described in BACKGROUND above, IRS shall not use the Digitized Form 990-PF Data to make any data compilations to be sold, lent, or distributed to a third party. IRS shall not modify, alter or re-engineer the Digitized Form 990-PF Data, except as specified in this subscription. This agreement is a subscription only and not a transfer of title. The contractor retains ownership of the Digitized Form 990-PF Data. In the event of a request by a third party for disclosure under the Freedom of Information Act, 5 U.S.C §552, as amended, the contractor will have the procedural rights set forth in 26 C.F.R. §601.702(g). The Digitized Form 990-PF Data in the possession of IRS is licensed to the IRS for its own continuing use after the expiration of this subscription, provided the IRS continues to use the Digitized Form 990-PF Data in the same manner and for the same purposes and subject to the same limitations as set forth in this subscription. All rights to the Digitized Form 990-PF Data not explicitly granted to TE/GE remain with the contractor. The period of performance is from date of award through September 29, 2006 with two one-year option periods from September 30, 2006 through September 29, 2007 and September 30, 2007 through September 29, 2008. Work shall be performed at the contractor’s work site. Line Description of Supplies or Services Qty Unit Item 0001 Base Period - Subscription and license 1 YR for access to Digitized Form 990-PF Data 1001 Option Period I - Subscription and license 1 YR for access to Digitized Form 990-PF Data 2001 Option Period II - Subscription and license 1 YR for access to Digitized Form 990-PF Data EVALUATION CRITERIA The following factors shall be used to evaluate offers: 1) Technical (a) Quality - Accuracy of data measured by quality assurance plan in place, 2) Past Performance and 3) Price. Technical and past performance when combined, are approximately equal to price. Offerors shall include as part of their offer: 1) Project descriptions, contract number, contract value (award amount current and final) for at least three projects performed during the last three years which were similar in scope. Offeror shall provide a list of at least three references that include the customer’s name, title, and telephone number. Offeror shall also provide a list of any contract terminated and the reason for such action. 2) Offerors Quality Assurance Plan in place 3) Completed Offeror Representations and Certifications – Commercial Items found at FAR 52.212-3 (March 2005) The following Clauses/Provisions apply to this solicitation: FAR 52.212-1 Instructions to Offerors -- Commercial (JAN 2005) FAR 52.212-2 Evaluation -- Commercial Items (JAN 1999) FAR 52.212-3 Offeror Representations and Certifications -- Commercial Items (MAR 2005) FAR 52.212-4 Contract Terms and Conditions -- Commercial Items (OCT 2003) FAR 52.212-5 Contract Terms and Conditions Required To Implement Statutes or Executive Orders – Commercial Items (JULY 2005) FAR 52.217-8 Option To Extend Services (NOV 1999) FAR 52.217-9 Option To Extend The Term Of The Contract (MAR 2000) FAR 52.227-19 Commercial Computer Software – Restricted Rights(JUN 1987) FAR 52.232-33 Payment By Electronic Funds Transfer – Central Contractor Registration (OCT 2003) IR 1052-01-001 Electronic Funds Transfer (EFT) Payments IR 1052-01-002 Paid System Offerors not in possession of the above referenced clauses and provisions in full text may obtain a copy via the Internet at http://www.arnet.gov or by contacting the contract specialist. All responsible sources who can provide the above requirements shall submit a written quotation electronically (MS Word or .pdf format) to the contract specialist on September 16, 2005 by 2:00 p.m. EDT. No separate solicitation will be issued, therefore such requests for solicitation will be considered non-responsive. The Government will award a firm fixed price purchase order resulting from this solicitation to the responsible offeror conforming to the solicitation that will be the most advantageous to the Government, price and other factors considered. All questions shall be submitted in writing electronically or by facsimile to the contract specialist at (202) 283-7031 or email to Darlene.C.Walls@irs.gov. ATTACHMENT 1 Digitized Form 990-PF Data Fields PF990 Tax Year Beginning Tax Year Ending Name of Organization EIN Address City State ZIP (includes Zip-Plus) Telephone Number Block I Fair market value of all assets PF990 – Part I (Analysis of Revenue and Expenses) Compensation of officers (13) (a) Other employee salaries (14) (a) Pension Plans, Employee benefits (15) (a) Legal Fees (16a) (a) Accounting Fees (16b) (a) Other professional fees (16c) (a) Interest (17) (a) Taxes (18) (a) Depreciation (19) (a) Occupancy (20) (a) Travel (21) (a) Printing and Publication (22) (a) Other expenses (23) (a) Total operating and administrative expenses (24) (a) Contributions, gifts, grants paid (25) (a) Total expenses and disbursements (26) (a) Net investment income (27b) (b) Adjusted net income (27c) (c) PF990 – PartII (Balance Sheet) Investments-U.S. and state govt obligations (10a) (c) Investments-corp stock (10b) (c) Investments-corporate bonds (10c) (c) Investments-land, building, and equipment: less accumulated depreciation (11) (c) Investments-mortgage loans (12) (c) Investments-other (13) (c) Land, Building, and Equipment: less accumulated depreciation (14) (c) Other Assets (15) (c) Total Assets (16) (c) Total Liabilities (23) (b) PF990 – Part V (Qualification) Appropriate amount Current Year (a) (d) Current Year – 1 (a) (d) Current Year -2 (a) (d) Current Year -3 (a) (d) Current Year -4 (a) (d) PF990 – Part VIII (Officers, Directors, Trustees, Etc.) Officers, Directors, Trustees, Foundation Managers Name (1) (a) Address (city, state) (1) (a) Title (1) (b) Compensation (1) (c) Benefits (1) (d) Expenses (1) (e) Five Highest Paid Employees Name (2) (a) Address (city, state) (2) (a) Title (2) (b) Compensation (2) (c) Benefits (2) (d) Expenses (2) (e) PF990 – Part IX-A (Summary of Charitable Activities) Charitable Activities 1 (1) Charitable Activities 1 Expenses (Expenses 1) Charitable Activities 2 (2) Charitable Activities 2 Expenses (Expenses 2) Charitable Activities 3 (3) Charitable Activities 3 Expenses (Expenses 3) Charitable Activities 4 (4) Charitable Activities 4 Expenses (Expenses 4) PF990 – Part IX-B (Summary of Program-Related Investments) Program-related investments 1 (1) Program-related investments amount 1 (Amount 1) Program-related investments 2 (2) Program-related investments amount 1 (Amount 2) Program-related investments 3 (3) Program-related investments amount 3 (Amount 3) PF990 – Part-XI (Distributable Amount) Distributable amount (7) (7) PF990 – Part XII (Qualifying Distributions) Adjustment Distribution (6) (6) PF990 – Part XV (Supplementary Information) Contribution Information (2) Name (2a) Address (2a City (2a) State (2a) Zip (2a) Phone (2a) Application Form (2b) Submission Deadlines (2c) Restrictions (2d) Grants and Contribution paid during the year (3) Organization Name (3a) City (3a) State (3a) Amount (3a) (Amount) Total () (3a) Grants approved for future payment Organization Name (3b) City (3b) State (3b) Amount (3b) (Amount) Total () (3b) NOTE: THIS NOTICE WAS NOT POSTED TO WWW.FEDBIZOPPS.GOV ON THE DATE INDICATED IN THE NOTICE ITSELF (15-SEP-2005); HOWEVER, IT DID APPEAR IN THE FEDBIZOPPS FTP FEED ON THIS DATE. PLEASE CONTACT fbo.support@gsa.gov REGARDING THIS ISSUE.
- Web Link
-
Link to FedBizOpps document.
(http://www.eps.gov/spg/TREAS/IRS/NOPAP/TIRNO-05-R-00023/listing.html)
- Place of Performance
- Address: Contractor's Site
- Record
- SN00896893-F 20050917/050915213730 (fbodaily.com)
- Source
-
FedBizOpps.gov Link to This Notice
(may not be valid after Archive Date)
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