Data Capture of REMICs and CDO Information

Location:	Federal
Posted:	Jan 21, 2026
Due:	Feb 4, 2026
Agency:	U.S. Government Publishing Office
Type of Government:	State & Local
Category:	D - Automatic Data Processing and Telecommunication Services
Publication URL:	To access bid details, please log in.

Attachment Preview

Program 382-S

Specifications by CDC

Reviewed by SB

Page 1 of 32

U.S. GOVERNMENT PUBLISHING OFFICE

Washington, DC

GENERAL TERMS, CONDITIONS, AND SPECIFICATIONS

For the Procurement of

Data Capture of REMICs and CDO Information

as requisitioned from the U.S. Government Publishing Office (GPO) by the

Internal Revenue Services (IRS)

Single Award

TERM OF CONTRACT: The term of this contract is for the period beginning April 1, 2026, and ending March

31, 2027, plus up to four (4) optional 12-month extension periods that may be added by the "OPTION TO EXTEND

THE TERM OF THE CONTRACT" clause in SECTION 1 of this contract.

BID OPENING: Bids shall be opened virtually at 11:00 a.m., Eastern Time (ET), on February 4, 2026, at the U.S.

Government Publishing Office. All parties interested in attending the bid opening shall email bids@gpo.gov one

(1) hour prior to the bid opening date and time to request a Microsoft Teams live stream link. This must be a separate

email from the bid submission. The link will be emailed prior to the bid opening.

BID SUBMISSION: Bidders must email bids to bids@gpo.gov for this solicitation. No other method of bid

submission will be accepted at this time. The Program Number and bid opening date must be specified in the subject

line of the emailed bid submission.

Bids received after the bid opening date and time specified above will not be considered for award.

BIDDERS, PLEASE NOTE: These specifications have been extensively revised; therefore, all bidders are

cautioned to familiarize themselves with all provisions of these specifications before bidding.

Abstracts of contract prices are available at https://www.gpo.gov/how-to-work-with-us/vendors/contract-pricing.

NOTE: A copy of the XML Schema Attachment is available upon request by contacting GPO, Cecilia Dominguez,

at the number/email specified below. It is strongly encouraged that bidders obtain a copy of this Attachment prior

to submitting a bid. Submitting a bid without reviewing all attachments is at the bidders’ own risk.

For technical information, please contact Cecilia Dominguez at (202) 512-0418 or cdominguezcastro@gpo.gov.

Data Capture of REMICs and CDO Information

382-S (03/27)

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SECTION 1. - GENERAL TERMS AND CONDITIONS

GPO CONTRACT TERMS: Any contract which results from this Invitation for Bid will be subject to the

applicable provisions, clauses, and supplemental specifications of GPO Contract Terms (GPO Publication 310.2,

effective December 1, 1987 (Rev. 01-18)) and GPO Contract Terms, Quality Assurance through Attributes Program

for Printing and Binding (GPO Pub. 310.1, effective May 1979 (Rev. 09-19)).

GPO Contract Terms (GPO Publication 310.2) – https://www.gpo.gov/docs/default-source/forms-and-standards-

files-for-vendors/contractterms2018.pdf

GPO QATAP (GPO Publication 310.1) – https://www.gpo.gov/docs/default-source/forms-and-standards-files-for-

vendors/qatap-rev-09-19.pdf

SUBCONTRACTING: Subcontracting is not permitted.

GPO IMPRINT REQUIREMENTS: The GPO imprint requirement, GPO Contract Terms, Supplemental

Specification, No. 9 is waived.

OPTION TO EXTEND THE TERM OF THE CONTRACT: The Government has the option to extend the

term of this contract for a period of 12 months by written notice to the contractor not later than 30 days before the

contract expires. If the Government exercises this option, the extended contract shall be considered to include this

clause, except, the total duration of the contract may not exceed five (5) years as a result of, and including, any

extension added under this clause. Further extension may be negotiated under the “EXTENSION OF CONTRACT

TERM” clause. See also “ECONOMIC PRICE ADJUSTMENT” for authorized pricing adjustments(s).

EXTENSION OF CONTRACT TERM: At the request of the Government, the term of any contract resulting

from this solicitation may be extended for such period of time as may be mutually agreeable to the GPO and the

contractor.

ECONOMIC PRICE ADJUSTMENT: The pricing under this contract shall be adjusted in accordance with this

clause, provided that in no event will any pricing adjustment be made that would exceed the maximum permissible

under any law in effect at the time of the adjustment. There will be no adjustment for orders placed during the first

period specified below. Pricing will thereafter be eligible for adjustment during the second and any succeeding

performance period(s). For each performance period after the first, a percentage figure will be calculated as

described below, and that figure will be the economic price adjustment for that entire next period. Pricing

adjustments under this clause are not applicable to reimbursable postage or transportation costs, or to paper, if paper

prices are subject to adjustment by a separate clause elsewhere in this contract.

For the purpose of this clause, performance under this contract will be divided into successive periods. The first

period will extend from April 1, 2026 to March 31, 2027, and the second and any succeeding period(s) will extend

for 12 months from the end of the last preceding period, except that the length of the final period may vary. The

first day of the second and any succeeding period(s) will be the effective date of the economic price adjustment for

that period.

Pricing adjustments in accordance with this clause will be based on changes in the seasonally adjusted “Consumer

Price Index For All Urban Consumers - Commodities Less Food” (Index) published monthly in the CPI Detailed

Report by the U.S. Department of Labor, Bureau of Labor Statistics.

The economic price adjustment will be the percentage difference between Index averages as specified in this

paragraph. An index called the variable index will be calculated by averaging the monthly Indexes from the 12-

month interval ending 3 months prior to the beginning of the period being considered for adjustment. This average

is then compared to the average of the monthly Indexes for the 12-month interval ending December 31, 2025, called

the base index. The percentage change (plus or minus) of the variable index from the base index will be the economic

price adjustment for the period being considered for adjustment.

Data Capture of REMICs and CDO Information

382-S (03/27)

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The Government will notify the contractor by contract modification specifying the percentage increase or decrease

to be applied to invoices for orders placed during the period indicated. The contractor shall apply the percentage

increase or decrease against the total price of the invoice less reimbursable postage or transportation costs and

separately adjusted paper prices. Payment discounts shall be applied after the invoice price is adjusted.

NONDISCLOSURE OF INFORMATION: Neither the contractor nor any of its employees shall divulge nor

release data or information developed or obtained during performance of this contract, except to authorize

Government personnel with an established need-to-know or upon written approval of the Contracting Officer.

The contractor must ensure that documents are secured and handled to maintain a secure chain of custody and

ensure security.

Information furnished on this contract may contain Personally Identifiable Information (PII). It is the contractor’s

responsibility to properly safeguard PII from loss, theft or inadvertent disclosure and to immediately notify the

Government of any loss of personally identifiable information.

Personally identifiable information is “information that can be used to distinguish or trace an individual’s identity,

such as their name, social security number, biometric records, etc., alone, or when combined with other personal or

identifying information which is linked or linkable to a specific individual, such as date and place of birth, mother’s

maiden name, etc. (Reference: OMB Memorandum 07-16.) Other specific examples of PII include, but are not

limited to:

• Personal identification numbers, such as passport number, driver’s license number, taxpayer

identification number, or financial account or credit card numbers.

• Address information, such as street address or personal email address.

• Personal characteristics, including photographic image (especially of face or other distinguishing

characteristic), fingerprints, handwriting, or other biometric image or template data (e.g., retina scans,

voice signature, facial geometry).

PREAWARD TEST: The contractor being considered for award will be required to demonstrate the ability to

produce the items required in these specifications by completing a preaward test. The Government reserves the

right to waive the preaward test if there is other evidence that, in the opinion of the Contracting Officer, indicates

that the contractor being considered for award has the capability to successfully produce the items required.

For the preaward test, test material(s) will be furnished via email and will consist of raw Data Capture of REMICs

and CDO Information.

Contractor must email test files within three (3) workdays of receipt of test material.

Contractor must submit digital deliverables via email to Michael.S.King@irs.gov and cdominguezcastro@gpo.gov.

If pre-award test files are disapproved by the Government, the contractor may be permitted, at the option of the

Government, additional time to correct defects and/or submit revised test files if so notified by the Contracting

Officer. (The time allowed to provide additional test material may differ depending upon the nature of the defects

noted and will be specified when notification is given.)

In the event the revised pre-award test files are disapproved by the Government, the contractor shall be deemed to

have failed to comply with the applicable requirements of these specifications and may be a reason for a

determination of non-responsibility.

Approval will be based upon fulfilling all of the requirements of the specifications within the time specified. A

single deviation from contract specifications may result in declaring the contractor non-responsible.

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Failure to deliver completed pre-award test files within the stated timeframe may disqualify the contractor from

further consideration for award.

All operations necessary in the complete performance of this pre-award test shall be performed at the facilities in

which the contract production will be performed.

No charges will be allowed for costs incurred in the performance of this pre-award test.

SECURITY REQUIREMENTS: These requirements apply to all contractors’ facilities (i.e., multiple plants) used

for the production of data extraction.

During the performance of this contract, legal documents (including documentary and testimonial evidence, as well

as personally identifiable information (PII)) will be reproduced. Due to the sensitive nature of the documents

furnished, all materials must be kept confidential. This material is not for public consumption and should be handled

with extreme care.

The contractor shall not release or sell to any person any information or materials received from the Government

under the contract; nor shall the contractor use the information or materials for any purpose other than that for which

it was provided to the contractor under the terms of the contract.

The contractor shall not retain or distribute, in any form, any part of the materials furnished by the Government

which are not consumed in the preparation of the work or which are generated as a result of this contract. Proper

precautions shall be taken to ensure that all Government-supplied materials are protected from damage. The

Government furnished materials shall be returned in the same condition as originally furnished, unless otherwise

specified.

NOTE: It is the contractor’s responsibility to properly safeguard PII from loss, theft, or inadvertent disclosure and

to immediately notify the Government of any loss of personally identifiable information. Personally identifiable

information is “information that can be used to distinguish or trace an individual’s identity, such as their name,

social security number, biometric records, etc., alone, or when combined with other personal or identifying

information which is linked or linkable to a specific individual, such as date and place of birth, mother’s maiden

name, etc. (reference: OMB Memorandum 07-16). Other specific examples of PII include, but are not limited to:

• Personal identification numbers, such as passport number, driver’s license number, taxpayer identification

number, or financial account or credit card number.

• Address information, such as street address or personal email address.

• Personal characteristics, including photographic image (especially of face or other distinguishing

characteristic), fingerprints, handwriting, or other biometric image or template data (e.g., retina scans, voice

signature, facial geometry).

WARNING: Proper control and handling must be maintained at all times to prevent any information or materials

required to produce the product ordered under these specifications from falling into unauthorized hands. All

Sensitive But Unclassified (SBU) data must be adequately protected and secured and meet the required physical

security minimum protection standards as defined in Publications 1075 and 4812. Unless otherwise indicated

herein, all extra copies, materials, waste, etc., must be destroyed in accordance with IRS Publications 1075 (Rev.

8-2010) and 4812, Tax Information Security Guidelines for Federal, State, and Local Agencies.

The contractor agrees that it shall establish and maintain full Secure Data Transfer (SDT) compliance throughout

the term of this contract. Contractor receiving SBU information from the IRS shall meet the requirements set forth

below, in accordance with the IRS Publications 1075/4812, and Federal Information Security Management Act

(FISMA) Compliant Data Protection and Internal Revenue Code 6103 (n):

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(a) All federal, state, and local agencies or entities shall comply with IRS Publications 1075 and 4812. Tax

Information Security Guidelines for Federal, State and Local Agencies and Entities (as revised) if transmitted

data contains Federal Taxpayer Information (FTI). All data that originates from the IRS shall be protected to

ensure compliance with FISMA, including the technical security, physical security, personnel security, and

record retention requirements.

(b) All IRS systems that handle or process Federal Tax Information or other Sensitive but Unclassified information,

including PII, source code, etc., are categorized at the moderate risk level, as required by Publication FIPS 199,

Standards for Security Categorization of Federal Information and Information Systems. This contract handles

FTI at the moderate risk level.

Personally identifiable information is “information that can be used to distinguish or trace an individual’s

identity, such as their name, social security number, biometric records, etc., alone, or when combined with other

personal or identifying information which is linked or linkable to a specific individual, such as date and place

of birth, mother’s maiden name, etc. (Reference: OMB Memorandum 07-16.) Other specific examples of PII

include, but are not limited to:

• Personal identification numbers, such as passport number, driver’s license number, taxpayer

identification number, or financial account or credit card number.

• Address information, such as street address or personal email address.

• Personal characteristics, including photographic image (especially of face or other distinguishing

characteristic), fingerprints, handwriting, or other biometric image or template data (e.g., retina scans,

voice signature, facial geometry).

Contractors shall comply with moderate risk controls of National Institute of Standards and Technology (NIST)

SP 800-53, Recommended Security Controls for Federal Information Systems and Organizations, Revision 3

or 4. NIST is a federal technology agency that develops and promotes measurement, standards, and technology.

NIST also provides additional guidance, publications, and compliance tools to Government agencies at

http://csrc.nist.gov/groups/SMA/fisma/index.html.

1. Authorized Data Recipients: Only authorized individuals may receive SBU information from the IRS.

Individual identification and authentication will be accomplished through use of a third-party digital

certificate issued by name to authorized individuals. Authorized contractor employees shall apply,

authenticate, and retrieve a digital certificate.

2. Data Tracking and Accounting: Contractors receiving SBU information are responsible for ensuring the

security of SBU information within the firm and shall establish procedures to track and account for data

from receipt to disposition. If the contracted entity is a federal, state, or local agency and the transmitted

data contains FTI, these procedures shall meet the requirements of Publications 1075 and 4812.

3. Acknowledgement: The contractor is required to provide the IRS with a separate acknowledgement of

receipt of SBU information.

4. Data Transfer Log File: Contractors receiving SBU information must maintain a log file that records

complete and incomplete data transfers. For complete transmissions, the log file must identify the sender

of the information, the file name, the date/time of receipt, and the record count. For incomplete transfers,

the log file must identify as much of the above information as is possible.

5. Confirmation of Successful Data Transfer: When a contractor receives files from the IRS via email, the

contractor shall check the file to see that it is intact and usable; the contractor shall also validate the record

count provided.

This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.