SOLICITATION NOTICE
D -- Digitized Data of Forms 990 and 990-EZ
- Notice Date
- 9/16/2005
- Notice Type
- Solicitation Notice
- 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-00024
- Response Due
- 9/23/2005
- Point of Contact
- Darlene Walls, Contract Specialist, Phone 202-283-1443, Fax 202-283-1533, - Darlene Walls, Contract Specialist, Phone 202-283-1443, Fax 202-283-1533,
- E-Mail Address
-
Darlene.C.Walls@irs.gov, Darlene.C.Walls@irs.gov
- Description
- 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-00024 and is being issued as a Request for Quotation (RFQ) with the evaluation and award prescribed in FAR Part 12 and FAR Subpart 13.5, Test Program for Certain Commercial Items, will be followed. The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 05-05. 1. DESCRIPTION OF REQUIREMENT A. BACKGROUND The TAX EXEMPT/GOVERNMENT ENTITIES (TE/GE) Division of the Internal Revenue Service (IRS) has a requirement for a subscription for access to Digitized Data (hereinafter ‘data’) of Forms 990 and 990-EZ filed with a license to use the Digitized Forms 990 and 990-EZ. The subscription is provided to the IRS for installation and use 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 Forms 990 and 990-EZ Data subject to the restrictions on the access set forth herein. Please note: The Government has a requirement for subscription services with a license to use Form 990 and 990-EZ data. The Government does not have a requirement for transcription services. B. DEFINITIONS 1. “Digitized 990 and 990-EZ Data” means the data transcribed from the Forms 990 and 990-EZ that charitable and non-profit organizations have filed with the IRS reporting financial activity, dating from 2003 to the present, along with regular updates of the Forms 990 and 990-EZ, if necessary. This may include all or a select population of the Forms 990 and 990-EZ filed with the IRS, as agreed upon by the IRS and the contractor. 2. “Effective Date” means the date that both parties sign this agreement. 2. SCOPE The scope of work requires a subscription service and a license to use Form 990 and 990-EZ data that has been digitized by the contractor. 3. TASK DESCRIPTIONS The Contractor shall deliver the Digitized Forms 990 and 990-EZ Data in the file format and delivery method to which the parties agree. The fields captured in the Digitized Forms 990 and 990-EZ Data are specified in Digitized Forms 990 and 990-EZ Data Fields, Attachment 1. The contractor shall document its quality control process for the accuracy of the Digitized Forms 990 and 990-EZ Data. The contractor shall enter and verify all financial source data. Verify refers to the processes used by the contractor to ensure that transcription is accurate. 4. DELIVERABLES The contractor shall deliver the Digitized Forms 990 and 990-EZ Data within thirty (30) days of the Effective Date of contract award. IRS will set the sequencing of delivery of the Digitized Forms 990 and 990-EZ Data. 5. ACCEPTANCE CRITERIA The contractor shall convert the source data to Digitized Forms 990 and 990-EZ Data with an accuracy of 99.5% for Government acceptance. Government acceptance constitutes acknowledgment that the supplies or services conform to applicable contract quality and quantity requirements. All deliverables will be reviewed by the Contracting Officer’s Technical Representative or designated representative for adherence to the requirements of this statement of work. 6. LICENSE AGREEMENT The Digitized Forms 990 and 990-EZ Data are provided to the TE/GE Division of the IRS, and may be installed on an existing IRS system with multiple internal IRS access. IRS may use, reproduce, and/or reformat the Digitized Forms 990 and 990-EZ Data to the extent necessary for law enforcement, non-commercial, and analytical purposes to examine individual charities, 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 Forms 990 and 990-EZ Data. IRS will not use the Digitized Forms 990 and 990-EZ Data for purposes other than as described in Paragraph 1, BACKGROUND, including, but not limited to, making a mailing list, renting, selling, lending, or otherwise transmitting or transferring the Digitized Forms 990 and 990-EZ Data to another person or organization, or creating a web site. TE/GE, Exempt Organizations Division will maintain control of the Digitized Forms 990 and 990-EZ Data within IRS. Except as described in Paragraph 4, DELIVERABLES, IRS shall not use the Digitized Forms 990 and 990-EZ 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 Forms 990 and 990-EZ Data, except as specified in this subscription. This agreement is a subscription only and not a transfer of title. Ownership of the Digitized Forms 990 and 990-EZ Data is retained by the contractor. 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 Forms 990 and 990-EZ Data in the possession of IRS is licensed to the IRS for its own continuing use, provided the IRS continues to use the Digitized Forms 990 and 990-EZ 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 Forms 990 and 990-EZ Data not explicitly granted to TE/GE remain with the contractor. The period of performance is from the Effective Date of contract 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 Item Description of Supplies or Services Quantity Unit 1000 Base Period - Subscription and license for access to 1 YR Digitized Forms 990 and 990-EZ Data 1001 Option Period One - Subscription and license for access 1 YR to Digitized Forms 990 and 990-EZ Data 2001 Option Period Two - Subscription and license for access 1 YR to Digitized Forms 990 and 990-EZ Data 7. 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: A. 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. B. Offerors Quality Assurance Plan in place. C. Completed Offeror Representations and Certifications – Commercial Items found at FAR 52.212-3 (March 2005). 8. CLAUSES/PROVISIONS The following Clauses/Provisions apply to this solicitation: FAR 52.204-7 Central Contractor Registration 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 IRT 01-05-5083 Accessibility of Electronic and Information Technology 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 no later than September 23, 2005, 2:00 p.m. EST. No separate solicitation will be issued, therefore such requests for solicitation will be considered non-responsive. The Government will award a firm fixed price 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) 283-4427 or email to Charisse.Marshall@irs.gov no later than 2:00 p.m. EST on September 21, 2005. The Government will only respond to written questions received by 2:00 p.m. EST on September 21, 2005. ATTACHMENT 1 Digitized Forms 990 and 990-EZ Data Fields At a minimum the following fields, expressed in uppercase, shall be digitized. Fields captured from Forms 990 A, B (Except Name Change), C, D, F, G, H, I, J, M Part I All fields Part II All fields Part III All fields Part IV Lines 45-74 Part V A (name, city, state, zip only), B, C, D, E Part VI Lines 76-84, 88-90, and Line 91 All Fields Part VII All Fields Part IX All Fields in A, B, D, E Part X A, B Schedule A Part I A (name only), B, C, D, E Part II All Fields Part III All fields Part IV Line 13a & 13b Part VI B All Fields Part VII Lines 51D (a), (b), (c), 52A, 52B (a), (b) Fields captured from Forms 990-EZ A, B, C, D, E, F, H, I, J Part I All fields Part II Lines 22 -27 a & B Part III All fields Part IV A (name, city, state, zip only), B, C, D, E Part V Lines 33-38, 40-42 Primary and Secondary Point Of Contact: Charisse Marshall, Contract Specialist, Charisse.Marshall@IRS.gov, 202/283-0395 (voice), 202/283-4427 (facsimile). Please do not contact Darlene Walls regarding Solicitation No. TIRNO-05-R-00024. NOTE: THIS NOTICE MAY HAVE POSTED ON WWW.FEDBIZOPPS.GOV ON THE DATE INDICATED IN THE NOTICE ITSELF (16-SEP-2005). IT ACTUALLY APPEARED OR REAPPEARED ON THE FEDBIZOPPS SYSTEM ON 21-SEP-2005, BUT REAPPEARED IN THE FTP FEED FOR THIS POSTING 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-00024/listing.html)
- Place of Performance
- Address: Contractor's site.
- Record
- SN00901113-F 20050923/050921214750 (fbodaily.com)
- Source
-
FedBizOpps.gov Link to This Notice
(may not be valid after Archive Date)
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