IRS PROCUREMENT NON-IT OVERVIEW

1. IRS PROCUREMENT NON-IT OVERVIEW

2. Chief Counsel Director, Research, Analysis, and Statistics Chief, Communications and Liaison Chief, EEO and Diversity Chief, Agency-Wide Shared Services Commissioner, Large and Mid-Sized Business Commissioner, Small Business / Self-Employed Chief Information Officer Chief Financial Officer Chief Human Capital Officer Commissioner, Wage and Investment Chief, Criminal Investigation Chief, Mission Assurance Business Security Services Director, Office of Professional Responsibility Director, Tax Administration Coordination Treasury Inspector General For Tax Administration (TIGTA) Chief Counsel Chief, Information Technology Services/BSMO Commissioner Chief of Staff Commissioner, Tax Exempt and Government Entities Deputy Commissioner Services and Enforcement Deputy Commissioner Operations Support DEPARTMENT OF THE TREASURYINTERNAL REVENUE SERVICE Chief, Appeals National Taxpayer Advocate Counselor to the Commissioner Procurement Organization June 1, 2005

3. IRS PROCUREMENTMISSION AND VISION STATEMENT VISION: Our vision is to be the best acquisition organization in the Federal government—best people, best practices, best performance. MISSION: Our dedicated acquisition professionals deliver world class, customer-focused acquisition services with the highest degree of integrity and the cooperative effort of our partners.

4. IRS PROCUREMENT ORGANIZATION FACTS • Obligate 1.8 Billion Per Year • Spend 20% of IRS Budget • 519 People Nationwide • Manage 15.5 Billion in Contract Administration • Executive Agent for Treasury in All Major IT Awards

5. PROCUREMENT ORGANIZATION (4/3/05) OFFICE OF PROCUREMENT DAVID A. GRANT, DIRECTOR FRED W. MARTIN, DEPUTY DIRECTOR MANAGING ASSETS TEAM George D.Mohr, Chief BUSINESS OPERATIONSJT Smith, Acting Director Barry Kearns, Acting Deputy Director COMPETITIVE SOURCING Joan Campbell, Director INFORMATION TECH. Linda Barrett, Director Mary Jo Labriola, Deputy Director MODERNIZATION ACQUISITION Brenda J. Bobbitt, Director E-PROCUREMENT Debra M. Grimes, Director POLICY Tim Shaughnessy, Director STRATEGIC ACQUISITION INITIATIVES Vacant, Director

6. Office of Business Operations J.T. Smith, Acting Director, Office of Business Operations Mr. Smith plans, negotiates, executes, and manages the procurement of supplies and services (other than information technology) in support of a variety of management and building operations programs Nationwide. Goods and services are obtained via formal contracts, simplified acquisitions, federal supply schedules, and interagency agreements.

7. SUPPORT CONTRACTS BRANCH TYPES OF ACQUISITIONS • > Customer Satisfaction Surveys • > Statistical Support Services • > Surveillance Equipment • > Publication Design and Layout • > Management Analysis Services • > Conference Management • > Focus Groups • Financial Audit Services • Training

8. BUILDING OPERATIONS BRANCH TYPES OF FORMAL CONTRACTS (>$100,000) • > Architect / Engineering • > Construction (Minor) • > Custodial Services • > Building Renovations • > Elevator Maintenance • > Operations & Maintenance • > Shuttle Services • > Utilities • > Moving & Hauling • > Property Inventory • > Security Guard Services • > Mail Handling Systems

9. BUILDING OPERATIONS BRANCH SIMPLIFIED ACQUISITIONS (<$100,000) • > Open market Simplified Acquisitions up to $100,000 • > Over $2,500, reserved exclusively for Small Businesses • > Synopsis required over $25,000 • > Allows use of 8(a) and options, NTE 3 years or $100,000, inclusive of Base and Options • > GSA / FSS orders up to schedule ordering

10. FIELD PROCUREMENT OPERATIONS BRANCHES TYPES OF ACQUISITIONS • > Statistical Support Services • > Health Services • > Construction (Minor) • > Custodial Services • > Building Operations & Maintenance • > Utilities • > Security Guard Services • > Recruitment Advertising • > Moving & Hauling • Appraisal Services • Expert Witness Services • Court Reporter Services

12. Field Proc. Operations Branches North East Area Procurement Operations Branch People/Office Facts The North East Field Procurement branch office is located on the 3rd Floor, of 290 Broadway, New York City, New York, 10007-1867. The branch currently has a staff of 19. The branch is managed by Nelson L. Mellitz, CPCM the North East Area Chief Procurement Officer (ACPO) who is also a Level III Contracting Officer. North East Field Procurement Support Responsibilities The North East Field Procurement Operations office provides acquisition/ procurement support to all IRS business units located within the 11-state area of Maine, Rhode Island, New Hampshire, Massachusetts, Connecticut, Vermont, New York, New Jersey, Michigan, Pennsylvania,, and Ohio. The North East service area is comprised of a population of 29,770 employees, spread out among 152 cities, in 191 posts of duty. North East Area Field Procurement FY 2003 Accomplishments Executed 2,003 total procurement actions, valued at $50,206,601.00. Supplies and services procured fell under 138 separate Federal Supply Codes ranging from facilities maintenance and janitorial service, arbitration and expert witness services, utilities, general office supplies and equipment, document destruction, telecommunications, computer equipment, software, supplies, and maintenance, security and courier services as well as many others. Awarded 11,662 requirements and modification in FY 2003. The North East Area Field Procurement Operations office awards and manages contractual actions for three IRS campuses (Andover, Brookhaven, and Philadelphia) and the Detroit Computing Center. Negotiated savings reported to date for Fiscal Year 2004 exceed $140,000.00. The North East Area Branch is also home of the IRS Energy Conservation Team Initiative. Mid-States Area Procurement Operations Branch People/Office Facts The Mid-states Field Procurement branch office is located on the ninth floor at 4050 Alpha Road in Farmers Branch (Dallas), Texas 75244-4203. The branch currently has a staff of 20. The branch is managed by the Mid-states Area Chief Procurement Officer (ACPO) who is also a Level III Contracting Officer. Mid-states Field Procurement Support Responsibilities The Mid-states Field Procurement provides acquisition/procurement support to all IRS business units located within the 12-state area of Texas, Oklahoma, Arkansas, Kansas, Missouri, Iowa, Nebraska, North and South Dakota, Minnesota, Wisconsin, and Illinois. The office also supports the Kansas City, MO and Austin, TX campus facilities. The Mid-states service area is comprised of a population of 21,267 employees, spread out among 141 cities, in 157 posts of duty. Mid-states Field Procurement Accomplishments Executed 2,001 total procurement actions, valued at $45,185,923.00. Supplies and services procured fell under 138 separate Federal Supply Codes ranging from facilities maintenance and janitorial service, arbitration and expert witness services, utilities, general office supplies and equipment, document destruction, telecommunications, computer equipment, software, supplies, and maintenance, security and courier services as well as many others. Awarded 1,044 requisitions under the $25,000 with 98% of these actions being completed within the required 30-day time limit. Negotiated savings reported to date for Fiscal Year 2004 exceed $160,000.00 The Mid-States Area Branch is also the home of the Correspondence Transport Customer Acquisition Council (CAC).

13. Western Area Procurement Operations Branch Southeast Area Procurement Operations Branch People/Office Facts The Western Field Procurement branch office is located on the 14th floor at 333 Market Street, San Francisco, California 94105-2115. The branch currently has a staff of 20. The branch is managed by the Western Area Chief Procurement Officer (ACPO) who is also a Level III Contracting Officer. Western Field Procurement Support Responsibilities The Western Area Field Procurement provides acquisition/procurement support to all IRS business units located within the 13-state area of New Mexico, Colorado, Wyoming, Montana, Arizona, Utah, Idaho, Nevada, California, Oregon, Washington, Alaska, and Hawaii. The Western service area is comprised of a population of 24,950 employees, spread out among 127 cities, in 169 posts of duty. Western Field Procurement Accomplishments Executed 1,715 total procurement actions, valued at $34,253,868.00. Supplies and services procured fell under 138 separate Federal Supply Codes ranging from facilities maintenance and janitorial service, arbitration and expert witness services, utilities, general office supplies and equipment, document destruction, telecommunications, computer equipment, software, supplies, and maintenance, security and courier services as well as many others. Awarded 1,044 requisitions under the $25,000 with 93% of these actions being completed within the required 30-day time limit. Negotiated savings reported to date for Fiscal Year 2004 exceed $190,000.00. The Western Area Branch is also the home of the Physical Security Management Customer Acquisition Council (CAC). People/Office Facts The Southeast Field Procurement Branch Office is located at the Koger Center, Tulane Building, 3rd floor, just outside Atlanta Georgia. The Branch is managed by the Southeast Area Chief Procurement Officer (ACPO) who is also a Level III Contracting Officer. Total number of staff is 17 and one additional staff member located at the Martinsburg facility. Southeast Procurement Support Responsibilities The Southeast Field Procurement Branch provides acquisition/procurement support to all IRS business units located within the 14-state area of Georgia, Florida, Alabama, Mississippi, Louisiana, Tennessee, South Carolina, North Carolina, Kentucky, Indiana, West Virginia, Virginia, Delaware, and Maryland. The Southeast service area is comprised of a population of more than 27,500 IRS employees located throughout 149 posts of duty. Southeast Field Procurement Accomplishments Executed 1,681 total procurement actions, valued at $37,559,984.00. Supplies and services procured fell under 128 separate Federal Supply Codes ranging from facilities maintenance and janitorial service, arbitration and expert witness services, utilities, general office supplies and equipment, document destruction, telecommunications, computer equipment, supplies, and maintenance, security and courier services as well as many others. Awarded 1,110 requisitions under the $25,000 with 76% of these actions being completed within the required 30-day time limit. Negotiated savings reported to date for Fiscal Year 2004 exceed $114,000.00. Field Proc. Operations Branches

14. FIELD PROCUREMENT OPERATIONS BRANCHES - SMALL BUSINESS SPECIALISTS MIDSTATES PROCUREMENT OPERATIONS BRANCH Jeff Schraeder (972) 308-1637 Or Beverly Vovk (972) 308-1988 FAX: (972) 308-1928 WESTERN PROCUREMENT OPERATIONS BRANCH Jan Janson (415) 848-4716 Or Mark Pfeiffer (415) 848-4714 FAX: (415) 848-4711 SOUTHEAST PROCUREMENT OPERATIONS BRANCH Lori Johnson (404) 338-9204 Or Pat Hewitt (404) 338-9203 FAX: (404) 338-9203 NORTHEAST PROCUREMENT OPERATIONS BRANCH Deborah Foster (212) 436-1481 Or Pamela King-Doran (202) 436-1776 FAX: (212) 436-1849 MARTINSBURG COMPUTING CENTER Linda Miller (304) 264-5589 FAX: (304) 264-7008

15. Upcoming Procurement Opportunities • Re-compete of Office Supply Blanket Purchase Agreements, Spring 2006 • Nationwide Next-Day, Desk-Top Delivery • GSA Office Supply Schedule Holder • Incumbents Office Depot & Corporate Express • Guard Services contract at Philadelphia Campus for FY2006 – POC: Deborah Foster, Sr. Procurement Analyst, 212-436-1481 • Court Reporter contracts at Western Area – Filled over 330 requirements and anticipate an equal number this year • Midstates has two open market requirements that will be set-aside for small business. One is for several three (3) shelf metro carts for the Kansas City campus (<$25K). The other is for date stamps (>$24K) POC: Tina Greene 972-308-1887 • Shuttle Services for the Washington Metropolitan Area – POC: Sharon McPherson 202-283-1315 • Upcoming procurement of over 200 digital camcorders