T -- FINANCIAL REPORT PREPARATION

Notice Date

August 16, 2001

Contracting Office

Department of Commerce, Patent and Trademark Office (PTO), Office of Procurement, Box 6, Washington, DC, 20231

ZIP Code

20231

Solicitation Number

182P0101127

Response Due

August 27, 2001

Point of Contact

Raymond Witmer, Contracting Officer, Phone (703) 308-5064, Fax (703) 305-8294, Email raymond.witmer@uspto.gov

Description

This is a competitive, combined synopsis/solicitation for commercial items prepared in accordance with the format in Federal Acquisition Regulations (FAR) Part 13, FAR Subpart 12.6, as well as supplemental information provided herein. This announcement constitutes the only solicitation/RFQ; proposals are being requested and a written solicitation will not be issued. The Under Secretary for Intellectual Property is required by statute (35 U.S.C. 14) to publish an annual report to the Congress. In addition, the U.S. Patent and Trademark Office (USPTO) is required to publish the financial reports of the agency, with an accompanying audit report by the Office of Inspector General, or by an auditor selected by the Office of Inspector General. The purpose of this solicitation and the resultant contract is to establish a source of supply to design and create a USPTO annual report tentatively entitled "USPTO FY 2001 Performance and Accountability Report." The contractor shall furnish the necessary personnel, material, equipment, services, and facilities to perform the following. SCOPE: The contractor shall design, produce and deliver in camera-ready format a report that will be a minimum of one hundred twenty (120) pages. The page count will vary depending on Inspector General's report and other requirements outside the USPTO's control. Paper size shall be 8? x 11 inch paper. There will be 100% color graphics used throughout the report. The contractor shall attend 7 to 9 one- to two-hour meetings with staff from the Office of Corporate Planning, Office of Finance, and Office of Public Affairs at the PTO campus in Arlington, VA to discuss the development, style, and layout of the annual report and implement continuous improvements during the graphic design process while anticipating additional time as needed. CONTRACTOR RESPONSIBILITIES: The Contractor shall complete the scope of work no later than February 22, 2002. The Contractor must have the necessary equipment or access to facilities to provide typesetting and layout, photocomposition, color separations to disks, high resolution scanning and conversions of documents to electronic format. The Contractor shall be responsible for overseeing any subcontractors in the design and creation of the services guide. The USPTO retains all rights to materials as a government entity in which no copyright is held. All rights to products, including photographs, negatives, and printed materials belong to the USPTO. The contractor shall be responsible for minor editing. GOVERNMENT RESPONSIBILITIES: The USPTO will provide text copy Microsoft Word 97 or higher. The auditor's report shall be provided ready for high-resolution scanning. Most graphics will be provided in .EPS or .TIF format. Some graphics will be provided ready for scanning (slicks). The USPTO will provide raw data for graphs and charts. The USPTO will provide artwork and photographs that will remain property of the USPTO and which will be returned to the USPTO unaltered at the time the final approved annual review is delivered to the USPTO. The contractor may propose original artwork or photography in their designs; however, the contractor may not incur costs for original artwork or photographs without providing a written estimate for the work in advance, and obtaining the USPTO's written agreement before proceeding. DELIVERABLES: The contractor shall provide: 1) four (4) designs for each of the four (4) covers (the front inside and outside, and the back inside and outside covers), for a total of sixteen (16) cover designs, no later than October 1, 2001; 2) draft document layouts, designs, and color palettes, according to specifications to be provided by the USPTO no later than October 1, 2001; 3) a set of color comps of the entire report, unbound, prior to final acceptance, and other color comps when and as required by the USPTO. The delivery dates fort the color comps will be negotiated before final award of the order; 4) a draft of the entire report, including covers, for approval, keeping in mind that a second draft may be necessary if the first sample is not approved. The Contractor shall provide other drafts as required by the USPTO. Delivery dates for these drafts will be negotiated before final award of the order; 5) the final approved annual report in the following formats: camera-ready format, with color separations specified, in QuarkExpress 4.X or later version, on an Iomega Jaz disk formatted for either Mac or PC, in HTML format according to the specifications of the PTO Chief Information Officer, on a Iomega Jaz disk formatted for PC, and the text (including tables, graphs, charts, and other graphic elements specified by PTO) on an Iomega Zip disk formatted for PC, in Microsoft Word 97 or higher. The final approved annual report shall be delivered no later than February 22, 2002. SUBMISSION INSTRUCTIONS AND EVALUATION CRITERIA: The Government will award a Purchase Order resulting from this solicitation to the responsible offeror whose offer conforming to the solicitation will be most advantageous to the Government, price and other factors considered. In making the best value determination, the following factors shall be used to evaluate offers: Technical, Past-Performance, and Price. In responding to this announcement respondents must provide, for the purpose of evaluation, all of the following: 1) three examples of FY2000 annual reports prepared by the offeror. All reports submitted must contain the subject entities' principal financial statements and related footnotes. At least one of the sample reports shall be for a report that cost in excess of $50,000.00 to create; 2) a point of contact for each of the three samples that shall include, but not be limited to, the individual's name, current telephone number, current fax number, and current e-mail address; and 3) a firm fixed price offer broken down into the price for cover designs, draft document layouts, designs, and color palettes, color comps, annual report draft, and final report. In addition to a complete technical package and price proposal that respond to numbers 1 -- 3 above, provide your Dun and Bradstreet Number (DUNS), Taxpayer Identification Number (TIN) and certification of your business size. This requirement is set-aside for small business. The NAICS code for this requirement is 561410. A firm fixed price purchase order will be awarded utilizing simplified acquisition procedures. This solicitation /RFQ incorporates all of the applicable provisions and clauses in effect through FAC 97-27, as if stated in full text, as well as the terms and conditions of FAR 52.212-3, 52.212-4, and 52.212-5. Proposals in writing should be submitted to Raymond Witmer, Contracting Officer, Office of Procurement, 2011 Crystal Drive, CPK-1, Suite 810, Arlington, VA, 22202. The proposals are due not later than August 27, 2001,at 2:00 p.m. EST. NO FACSIMILE OFFERS WILL BE ACCEPTED.

Web Link

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Record

Loren Data Corp. 20010820/TSOL002.HTM (D-228 SN50V257)