030ADV22R0079 0001.pdf

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Library of Congress - Agile System Development Support Services IDIQ
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030ADV22R0079
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5. PROJECT NUMBER (if applicable)

CODE7. ADMINISTERED BY

2. AMENDMENT/MODIFICATION NUMBER

CODE

6. ISSUED BY

8. NAME AND ADDRESS OF CONTRACTOR

4. REQUISITION/PURCHASE REQ. NUMBER3. EFFECTIVE DATE

9A. AMENDMENT OF SOLICITATION NUMBER

9B. DATED

PAGE OF PAGES

10A. MODIFICATION OF CONTRACT/ORDER NUMBER

10B. DATED

BPA NO. 1. CONTRACT ID CODE

FACILITY CODECODE

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the following methods:

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers

E. IMPORTANT:

is extended,

(a) By completing Items 8 and 15, and returning __________ copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted; or (c) By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY is not extended.

12. ACCOUNTING AND APPROPRIATION DATA

(REV. 11/2016)

is required to sign this document and return ___________ copies to the issuing office.is not, A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER NO. IN ITEM 10A.

15C. DATE SIGNED

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by letter or electronic communication, provided each letter or electronic communication makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER

Contractor

16C. DATE SIGNED

14. DESCRIPTION OF AMENDMENT/MODIFICATION

16B. UNITED STATES OF AMERICA

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15A. NAME AND TITLE OF SIGNER 16A. NAME AND TITLE OF CONTRACTING OFFICER

15B. CONTRACTOR/OFFEROR

STANDARD FORM 30 PREVIOUS EDITION NOT USABLE

Prescribed by GSA - FAR (48 CFR) 53.243

(Type or print) (Type or print)

(Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

(Number, street, county, State and ZIP Code)

(If other than Item 6)

(Specify type of modification and authority)

(such as changes in paying office, appropriation date, etc.)

(If required)

(SEE ITEM 11)

(SEE ITEM 13)

(X)

CHECK

ONE

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS,

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

(Signature of person authorized to sign) (Signature of Contracting Officer)

1 76

0001 RQCIO20230033

See SCHEDULE

Contracts and Grants Directorate Library of Congress

101 Independence Ave. SE LA 325 Washington DC 20540-9411

Contracts & Grants Directorate Library of Congress

LA 325

101 Independence Av SE Washington DC 20540-9411

To all Offerors/Bidders

030ADV22R0079

12-01-2022

X X

X

12:00 PM ET 1/13/2023

See CONTINUATION Page

The following changes are made in this amendment:

1. See highlighted changes in B.3.3.

2. See highlighted changes in section L.

3. See highlighted changes in section M.

4. See revised attachment J1 - Agile Software Development IDIQ Labor Categories - Amendment 1

5. See attachment J6 - Vendor Question & Answer

6. See attachment J7 - Selected Library of Congress Regulations

7. The response period for this solicitation is extended. Proposals are due by 12:00 PM (Noon) on 1/13/2023

Schuman, Michael

Table of Contents

SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS

B.1 PRICE/COST SCHEDULE

ITEM INFORMATION

B.2 LC52.212-2 SUPPLEMENTAL LICENSE AGREEMENTS (JUL 2017)

SUPPLIES OR SERVICES AND PRICES

SECTION C - DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

SECTION D - PACKAGING AND MARKING

D.1 LC52.211-1 DELIVERIES (APR 2015)

D.2 LC52.231-1 PAYMENT OF POSTAGE FEES (MAY 2015)

SECTION E - INSPECTION AND ACCEPTANCE

SECTION F - DELIVERIES OR PERFORMANCE

SECTION G - CONTRACT ADMINISTRATION DATA

G.1 LC52.201-3 CONTRACT ADMINISTRATION (AUG 2015)

G.2 LC52.204-5 IDENTIFICATION AND BUILDING PASSES (DEC 2014)

G.3 LC52.232-1 LIBRARY OF CONGRESS INVOICE INSTRUCTIONS (OCT 2016)

G.4 LC52.232-2 SCHEDULE OF PAYMENTS (JUN 2015)

SECTION H - SPECIAL CONTRACT REQUIREMENTS

H.1 LC52.201-1 CONTRACTING OFFICER'S REPRESENTATIVE (COR) APPOINTMENT AND AUTHORITY (JAN 2016)

H.2 LC52.203-1 CONTRACTOR PUBLICITY (OCT 2013)

H.3 LC52.204-1 COLLECTIONS SECURITY (DEC 2013)

H.4 LC52.204-2 CONDUCT ON LIBRARY PREMISES (JUL 2021)

H.5 LC52.204-3 INFORMATION SYSTEMS SECURITY (SEP 2018)

H.6 LC52.204-4 CONTRACTOR EMPLOYEE FITNESS (JAN 2022)

H.7 LC52.204-27 HANDLING OF FEDERAL RECORDS (JUL 2021)

H.8 LC52.209-1 CONFLICTS OF INTEREST (OCT 2013)

H.9 LC52.237-1 KEY PERSONNEL (AUG 2014)

H.10 LC52.237-2 CONDUCT OF WORK (MAY 2015)

H.11 LC52.239-1 INFORMATION SECURITY (APR 2021)

H.12 LC52.239-2 SYSTEMS DEVELOPMENT LIFE CYCLE (SEP 2018)

H.13 LC52.239-3 ASSESSMENT AND AUTHORIZATION (JAN 2016)

H.14 LC52.239-3A ASSESSMENT AND AUTHORIZATION (ALT I) (JAN 2016)

H.15 LC52.239-4 SECTION 508 COMPLIANCE (JAN 2015)

H.16 LC52.239-5 SYSTEMS HOSTED BY EXTERNAL HOSTING PROVIDERS (SEP 2018)

H.17 LC52.239-6 [DEV] ASSESSMENT AND AUTHORIZATION PRIVACY REQUIREMENTS (JUL 2016)

H.18 LC52.244-1 SUBCONTRACT NOTIFICATION (OCT 2016)

PART II - CONTRACT CLAUSES

SECTION I - CONTRACT CLAUSES

I.1 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

I.2 52.204-21 BASIC SAFEGUARDING OF COVERED CONTRACTOR INFORMATION SYSTEMS (NOV 2021) I.3 52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE

ORDERS—COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES (OCT 2022)

I.4 52.216-18 ORDERING (AUG 2020)

I.5 52.216-19 ORDER LIMITATIONS (OCT 1995)

I.6 52.216-22 INDEFINITE QUANTITY (OCT 1995)

I.7 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

I.8 LC52.212-4 CONTRACT TERMS AND CONDITIONS - COMMERCIAL ITEMS (DEV) (FEB 2016)

I.9 LC52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE

ORDERS - COMMERCIAL ITEMS (DEV) (MAY 2015)

I.10 LC52.216-2 FAIR OPPORTUNITY (FEB 2020)

I.11 LC52.217-1 ORDERING BY LEGISLATIVE BRANCH AGENCIES (FEB 2017)

I.12 LC52.227-1 ASSIGNMENT OF COPYRIGHT TO THE LIBRARY OF CONGRESS (DEC 2001)

I.13 LC52.232-25 PROMPT PAYMENT (DEV) (JUL 2013)

I.14 LC52.233-1 52.233-1 (DEV) DISPUTES (MAY 2014)

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

SECTION J - LIST OF ATTACHMENTS

ATTACHMENTS

PART IV - REPRESENTATIONS AND INSTRUCTIONS

SECTION K - REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF OFFERORS

K.1 52.204-24 REPRESENTATION REGARDING CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE

SERVICES OR EQUIPMENT (NOV 2021)

K.2 52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT 2018)

K.3 52.212-3 OFFEROR REPRESENTATIONS AND CERTIFICATIONS—COMMERCIAL PRODUCTS AND

COMMERCIAL SERVICES (OCT 2022)

K.4 52.229-11 TAX ON CERTAIN FOREIGN PROCUREMENTS—NOTICE AND REPRESENTATION (JUN 2020)

SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L.1 LC52.233-2 PROTESTS TO THE LIBRARY OF CONGRESS (DEC 2013)

SECTION M - EVALUATION FACTORS FOR AWARD

030ADV22R0079 Section B

SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS

B.1 PRICE/COST SCHEDULE

ITEM INFORMATION

ITEM

NUMBER

DESCRIPTION OF

SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 5-Year Ordering Period for Agile System Development

(See Section C)

POP Start: 5/01/2023 POP End: 4/30/2028

1 LOT ______________ ________________

B.2 LC52.212-2 SUPPLEMENTAL LICENSE AGREEMENTS (JUL 2017)

The Library does not agree to licensing agreements or any other provisions that attempt to: (1) replace an order as the governing contract; (2) establish new or supplemental payment terms; or, (3) affect the legal relationships of the parties.

Notwithstanding any clauses in this contract or order, or the contractual vehicles against which the order is placed, that establish order of precedence, the rights and obligations provided by this contract or order take precedence over the rights and obligations set forth in any licensing agreements provided to the Library.

The Library’s incorporation of a licensing agreement into this contract or order excludes all terms of the licensing agreement that contravene, modify or conflict with the terms of 36 C.F.R. 701.7 available at: https://www.ecfr.gov/cgi-bin/text-idx?SID=87a865ce2bd109313a951a3d477895d8&mc=true&node=se36.3.701_17&rgn=div8.

(End of Clause)

SUPPLIES OR SERVICES AND PRICES

B.3.1. This is an Indefinite Delivery, Indefinite Quantity (IDIQ) contract. Orders may be placed on a Firm Fixed Price (FFP) basis, a Time-and-Materials (T&M) basis, or a Labor-Hour basis.

B.3.2. This is a multiple-award IDIQ. Awardees and associated contract numbers are:

Contractor Name Contract Number <added at time of award>

B.3.3. Orders shall be placed for defined requirements that are fulfilled utilizing the incorporated labor categories and rates in section J. In the event that a task order period of performance crosses fiscal or accounting periods as defined in section J, task order labor rates must comply with the annual price that is current at the time the order starts if the base

030ADV22R0079 Section B period of performance is less than 12 months. Task orders with a base period of performance longer than 12 months may be priced using labor rates which are applicable at the time the work will be performed. Task order option periods may be priced based on the annual price which is current at the time the option period of performance starts. No blended rates will be authorized at the order level.

B.3.4. Minimum and Maximum Amounts

a) The Library of Congress will order a minimum amount of $50,000.00 under this contract. Specific requirements will be identified in individual orders issued under this contract. During the life of this contract, the Government may order items in any quantity up to the maximum contract value specified in paragraph (b) below.

b) The maximum aggregate amount of all task orders issued under all IDIQ contracts shall not exceed the shared ceiling of $450,000,000.00 for the entire ordering period.

B.3.5. Travel Travel costs may be included in specific task orders at the discretion of the Library of Congress contracting officer. Any authorized travel expenses shall not exceed the amounts expressed in the Federal Travel Regulation.

B.3.6. Open Market Items Open Market Items that are incidental to a task order solution but not included in the IDIQ price schedule J1, such as those under section C.4.2.1, may be included in task orders if their total price is less than $25,000.00. Inclusion of open market items may only occur pending a determination that the open market items are offered at a fair and reasonable price and that their inclusion in a task order is in the best interest of the Library in order to complete associated requirements.

B.3.7. Program/Project Management Any contractor program/project management costs shall be included as a direct labor cost in the price of each task order, if required. PM costs shall not be authorized as an indirect cost under any order.

030ADV22R0079 Section C

SECTION C - DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

C.1. PROJECT TITLE

Agile System Development Support Services IDIQ

C.2. BACKGROUND

The Library of Congress (the Library), an agency of the Legislative Branch of the Federal Government, is the world’s largest and most comprehensive library, maintaining a collection of more than 162 million items – many of them unique and irreplaceable – in more than 450 languages. For details on the Library, its mission and its organization please refer to: https://www.loc.gov/about. Information Technology (IT) plays a vital role in supporting the mission of the Library and comprises a heterogeneous environment that is managed and maintained using an industry best-practice System Development Life Cycle (SDLC) and Project Management Life Cycle (PMLC) process. The Library’s SDLC supports the traditional waterfall/structured delivery model and the agile/iterative delivery model but it is the Library’s expectation that the majority, if not all, of the task orders will follow the agile/iterative delivery model. The Library’s PMLC and SDLC include the necessary processes, information and supporting tools that assist project managers and project teams in following Federal and industry best practices in project management and software development while maintaining awareness of the Library business priorities and the IT investment processes.

The agile approach improves the customer value delivered by iterative customer feedback into solutions.

The key management, control, and resource allocation strategies for IT projects are to:

• Manage information technology projects within the IT investment processes.

• Emphasize agile processes and incremental delivery of products and services.

• Provide information technology products and services in a timely manner and in a useful format.

• Encourage end-user involvement.

• Proactively monitor cost and schedule performance and risk management within the IT investment processes, consistent with Federal best practices.

• Select appropriate solutions with a focus on providing value within the investment processes.

• Focus on re-use and common services.

For details on the Library’s SDLC and PMLC processes, please refer to:

https://www.loc.gov/about/doing-business-with-the-library/information-technology-related-business/

Supplemental information pertaining to agile development is also provided in Attachment J3 – Agile Methodology.

C.3. SCOPE

The Library is obtaining non-personal services under this IDIQ contract and all task orders under this contract. The Library will not direct contractor employees or assign work, but instead will coordinate with the contractor’s point of contact. The contractor will remain responsible for managing its employees.

This contract shall provide the full range of services required to support the planning, design, development, integration, and maintenance of Library IT systems and software applications. The scope of services and products to support these services required includes:

Agile Software Development Systems Integration, DevOps and Continuous Delivery User Experience and Interface Design Services

Related services such as business analysis and requirements support services, quality control and testing services, or project management services may be ordered under this contract as part of an order for the above services, but may not be ordered as standalone services under this contract.

Orders under this contract may include the purchase or lease of commercial off-the-shelf (COTS) hardware or software for the Library, but only to the extent that such requirements do not exceed $25,000.00.

The purpose of the contract is to provide for Agile development services. As outlined in the list of labor categories in attachment J1 the Library anticipates that in most cases the work/labor required at the order level will not principally be for Service Contract Labor Standards covered labor/labor categories. However, this contract includes the clause 52.222- 41 and to all other applicable provisions of 41 U.S.C. chapter 67, Service Contract Labor Standards, and regulations of the Secretary of Labor (29 CFR Part 4) which may be applicable to particular orders. In such cases where the Library determines the Service Contract Labor Standards are applicable to a particular order based on its principal purpose (considering the anticipated labor categories to be used as outlined at attachment J1) the Library will note its applicability at the order level. In such cases each service employee employed in the performance of the order by the Contractor or any subcontractor will be paid not less than the minimum monetary wages and will be furnished fringe benefits in accordance with the wages and fringe benefits determined by the Secretary of Labor, as specified in the wage determination applicable to the locality where the work is performed, in effect on the date of award of the order.

“Service employee” means any person engaged in the performance of this contract other than any person employed in a bona fide executive, administrative, or professional capacity, as these terms are defined in Part 541 of Title 29, Code of Federal Regulations, as revised. It includes all such persons regardless of any contractual relationship that may be alleged to exist between a Contractor or subcontractor and such persons.

C.4. TECHNICAL SERVICES

C.4.1. PRINCIPAL PERFORMANCE AREAS

The support required in the principal performance areas listed below cover developing local PC-based applications to deploying and managing large scale integrated systems that involve a variety of software languages, database management systems, server and storage platforms and network protocols.

The Library may order the full range of IT solutions and services necessary in the following performance areas indicated below as they fit within various phases of the Library’s SDLC. The IT solutions and services in these task areas include:

planning, requirements definition and analysis, design, development, testing and validation, implementation, project management, technical writing and documentation, integration, migration, optimization, configuration, and assessment and authorization compliance.

The contractor shall adopt the use of Agile development to ensure enterprise services offer scalable and reusable components to meeting customer requirements.

C.4.1.1. Agile Software Development

The contractor shall provide support for design and development of software applications including web-based, mobile, tablet, client-server and desktop applications. This also includes systems architecture, database, and content management design. Information about the Library’s Agile Development processes and policies can be found in attachment J3 – Agile Methodology.

The technology currently supported by the Library of Congress is listed below. This list is not exhaustive.

Functional Area

Description Technologies Currently Supported by Library of Congress

User Interface/Web Application

Front-end web app providing access to public.

Provides search, browse, display of items and related contextual information.

HTML/CSS

Python JavaScript

AJAX

ASP.NET,

.Net Framework, .Net Core/C#

Angular

Back End Application

Database and supporting management components for web applications.

Postgres

MySQL

MS SQL Server

Oracle

SAS

Application Program Interface (API)

API services for accessing system services and data Python Django

JSON

JAVA

.NET

Extract, Transform, and Load (ETL)

ETL Services to handle transfer of data from and to metadata systems and web applications.

Solr

Python

Django

JAVA

.NET

Search Search engine to provide all search functions within the web application.

Solr

PoolParty

Functional Area

Description Technologies Currently Supported by Library of Congress

Endeca (Oracle Commerce)

Elastic Search

Kibana

Code/Release Management

Tools supporting continuous integration and code management.

Jenkins

GitLab

Microsoft Team Foundation Server (TFS)

Azure DevOps

Testing Tools supporting automated and manual testing, including accessibility testing.

Selenium SonarQube aXe pa11y

NeoLoad

Postman

Content Management Tools

Applications supporting the authoring and management of static web content

WordPress

MS SharePoint

Code Quality Source code analysis for code quality, security, formatting, etc.

SonarQube

Infrastructure Servers and supporting devices/tools that deliver application in development, testing, staging, and production environments

VMWare

Red Hat Linux

Varnish

Apache

Kubernetes/Docker

Terraform

Cloud Cloud technologies, platforms, and tools Amazon Web Services

Functional Area

Description Technologies Currently Supported by Library of Congress supporting PaaS and SaaS Terraform

MS Azure

Microsoft (M365)

MS SharePoint Online

MS Dynamics

C.4.1.2. Systems Integration, DevOps and Continuous Delivery

The contractor shall provide systems integration support including DevOps and Continuous Delivery support for development and maintenance activities; configuration, and support; systems integration support including between custom, COTS, and Open-Source components; and operational support for production systems including performance monitoring.

C.4.1.3. User Experience and Interface Design Services

The contractor shall provide user experience support including Information Architecture; Visual Design for web, mobile, and other platforms; Interaction Design; Content Strategy; Front End Development; and User Research including Usability and Accessibility Studies.

C.4.2. ANCILLARY PERFORMANCE AREAS

Services under the ancillary performance areas may be ordered under this contract as part of an order for services under the principal performance areas, but may not be ordered as standalone services under this contract.

C.4.2.1. Commercial off-the-shelf (COTS) Products, Platform as a Service (PaaS) and Software as a Service (SaaS)

The contractor shall provide support for deployment, configuration, management, upgrades and maintenance, including developing or configuring an existing platform service for a new business requirement. These systems may be hosted on Library premise or externally as a cloud offering.

The contractor shall perform trade off analyses to include analysis of alternatives, cost benefit, total cost of ownership and usage, and technical tradeoffs.

The contractor shall implement applications and services to include, but not limited to, obtaining approvals; setting up and configuring infrastructure with the assistance of OCIO technical staff; integrating to other applications, services and data stores; migrating code, frameworks and data. The contractor shall support reviews and testing; and creating and maintaining documentation.

C.4.2.2. Business Analysis and Requirements Support Services

The contractor shall provide business analysis support including Requirements Analysis and Documentation; Technical Writing and Communications Support; and Training. May include agile use case development and user outreach to define requirements for specific applications. The contractor shall develop for Government review, a standard requirements management process for implementation that provides full traceability across the lifecycle of application development. This process shall align with the Library’s Enterprise Architecture (EA) processes to ensure potential services are vetted appropriately prior to committing resources for implementation.

NOTE: Contractors performing this service will incur a conflict of interest in software development services related to applications for which they supported requirement definition that may prohibit them from participating in orders to obtain such products or services pursuant to LC52.209-1. Contractors must identify any conflicts of interest immediately and are required to submit a conflict of interest mitigation plan to the Contracting Officer.

C.4.2.3. Quality Control/Quality Assurance and Testing Services

The contractor shall provide support for Quality Assurance and Testing including Test Plan and Test Case Development;

Support for Test Automation and Test Management tools; Integrated Quality Assurance and Quality Control services;

Test Driven Design assistance; Load and Performance Testing; and Accessibility Testing.

Quality Control/Quality Assurance will be integrated into the service and project implementation. Each application/service will be defined and implemented using the Project Management Body of Knowledge (PMBOK) best practices. The Quality Control Plan and Quality Assurance activities will be defined at the individual order level.

The contractor shall support the Agile process by providing continuous integration and builds, as well as unit, functional and integration test execution, with automated deployment of an application or service.

Individual task orders will incorporate a Quality Assurance Surveillance Plan (QASP). The QASP is a Government developed and applied document used to make sure the systematic quality assurance methods are used in the administration of the Performance Based Service Contract (PBSC) standards included in this contract and in subsequent task orders. The Quality Assurance Surveillance Plan (QASP) is attachment J2 – Quality Assurance Surveillance Plan.

C.4.2.4. Program/Project/Product Management The Library’s Office of the Chief Information Officer (OCIO) has the responsibility of developing and implementing a comprehensive program and project management capability for overseeing and controlling program and project activities for the Library’s Information Technology infrastructure.

The contractor shall provide support to the OCIO on developing a comprehensive project management approach following the PMBOK guide, to include development and oversite of project schedules and key management plans for Government review and approval. The contractor shall aid Government project teams and key stakeholders to gain consensus on key project factors, including scope, resources, project plans and schedules. The contractor shall ensure the scope, performance and resource needs are clear and documented. The contractor shall ensure the program/project aligns with the Library’s PMLC/SDLC.

The contractor shall assist the Library’s project managers in the performance of their daily duties. The contractor shall support activities including project kickoff meetings, weekly meetings, monthly status briefings and other activities as identified in each individual task order.

The contractor shall manage and record project issues and escalate when necessary. Provide risk and issue management for programs/projects; management of project deliverables; develop meeting agendas and presentations in coordination with the Project Management Office and document meeting minutes and track action items until completed.

The contractor shall provide support to the OCIO on adapting to Agile project management methodology to enhance existing project management methodologies. Agile uses iterative, incremental development, which allows requirements and solutions to evolve through collaboration in an integrated project team. The contractor shall assist OCIO in promoting adaptive planning, development, delivery and encourage quick response to change using Agile practices.

C.5. CONTRACT PERFORMANCE

C.5.1 PROGRAM MANAGEMENT

The Contractor shall provide program management of this contract and all task orders issued under this contract to include:

1. Quality control of services and deliverables

2. Project planning, implementation, and reporting

3. Work planning and scheduling

4. Detailed invoicing with costs broken down by the work stream, sub-work stream, and/or business owner level

5. Regular meetings with business owner staff and the Contracting Officer Representative (COR) to discuss contract issues and the status of the work streams, documentation and minutes of key discussion points/decisions

6. Maintenance of project management-related documents in a Government furnished shared repository

7. Management of contractor and subcontractor on-boarding and exiting processes based on Library procedures, including any required background investigations

8. Transition planning

The Contractor will provide a Quarterly Status Report (QSR) to this contract’s COR regarding performance on each order under this contract. The QSR shall include, at a minimum, a summary description of each active order, the ordering agency, the obligated value and potential value (including any options), period of performance, schedule of deliverables identifying which have been completed and which are due, any outstanding issues, and the status of contractors onboarded. The QSR shall identify the existence and impact of any modifications which have a price impact on any order under this contract. The QSR may be contractor-format unless a format is specified by this contract’s COR.

C.5.2 KEY PERSONNEL

C.5.2.1 Program Manager

The contractor shall provide a Program Manager who shall be responsible for the performance of the work. The name of this person and an alternate who shall act for the Contractor when the program manager is absent shall be designated in writing to the Contracting Officer.

The program manager or alternate shall have full authority to act for the Contractor on all matters relating to this contract.

Minimum Qualifications for the Program Manager shall include:

• U.S. Citizenship

• Ability to communicate both orally and in writing with senior level executives

• Ability to meet critical deadlines.

• Expertise in execution and oversight of major federal IT programs

Additional Key Personnel may be identified on individual task orders. All key personnel must be approved by the Contracting Officer prior to the start of any task.

C.5.3 TASK ORDER DELIVERABLES

Specific services to be performed and/or products to be furnished will be identified on individual task orders. Generally, the following deliverables may be required, tailored to each order:

Project kickoff meeting Periodic status reports Task-order specific deliverables Project closeout report

Unless otherwise specified, order-level data deliverables and reports shall be submitted to the COR on the task order, who shall have five business days to review and provide feedback. The contractor shall address any and all COR feedback prior to acceptance of the deliverable.

C.6. GOVERNMENT FURNISHED PROPERTY.

The Library may provide the contractor a temporary work space and other support services for performance of this contract. However, this does not imply any responsibility on the part of the Library to provide them either during or after the life of this Contract unless specified in this contract or on individual orders. Specific workspace or GFP will be identified in individual orders. The contractor shall not make use of agency computer equipment or supplies for purposes other than the performance of this contract as required by the statement of work. Security procedures established by the Library for access to computer systems will be communicated to the contractor by the COR. The contractor will be required to adhere to these set procedures.

C.7. DATA RIGHTS AND OWNERSHIP OF DELIVERABLES.

The Library intends that deliverables resulting from orders under this IDIQ contract will be owned by the Library (see also LC52.227-1) and that all “Library data” and “records” remain the property of the Library pursuant to LC52.204-27.

Deviations from those data rights and ownership expectations will be documented at the individual order level.

(End of Statement of Work)

030ADV22R0079 Section D

SECTION D - PACKAGING AND MARKING

D.1 LC52.211-1 DELIVERIES (APR 2015)

All deliveries submitted to the CO or the COR or other Library personnel designated to receive deliverables shall clearly indicate the following information:

a. Agency/Requiring Library Service Unit and MAIL STOP/Room Number

b. Description of information/data being submitted

c. Contract Number

d. Contractor Name and Address

(End of Clause)

D.2 LC52.231-1 PAYMENT OF POSTAGE FEES (MAY 2015)

All postage and fees related to submission of information, including forms, and reports, etc., to the Contracting Officer or Contracting Officer’s Representative (COR) or other persons designated to receive, shall be paid by the Contractor.

(End of Clause)

030ADV22R0079 Section E

SECTION E - INSPECTION AND ACCEPTANCE

Inspection and acceptance shall be in accordance with paragraph (a) of FAR 52.212-4 unless otherwise specified in a task order.

030ADV22R0079 Section F

SECTION F - DELIVERIES OR PERFORMANCE

F1. Ordering Period

The ordering period for this IDIQ shall be 5 years as indicated in section B.

F2. Hours of Operation

The contractor is responsible for determining its hours of operation in fulfilling the requirements of this contract. The Library’s standard operating hours are from 8:30 AM through 5:30 PM, Monday through Friday, excluding federal holiday. The contractor shall coordinate with the task order COR for any work to be conducted at Library facilities.

F3. Location of Performance

The contractor shall deliver all supplies and services to the location(s) specified in each order. Remote work may be approved by the task order COR for specific orders.

On-site work for the Library will occur primarily at the following locations:

James Madison Building

101 Independence Ave. SE

Washington, DC 20540

Thomas Jefferson Building

10 First Street SE

Washington, DC 20540

John Adams Building

120 Second Street SE, Washington, DC 20540

Other possible locations of performance for the Library include the following:

Packard Campus

19053 Mount Pony Road

Culpeper, VA 22701

National Library Service for the Blind and Print Disabled

1291 Taylor Street, NW

Washington, DC 20542

F4. COVID-19 Pandemic Information

030ADV22R0079 Section F

Due to the COVID-19 pandemic, access to the Library’s facilities may be restricted for the health and safety of all parties. The contractor shall coordinate with the task order COR for any on-site work necessary.

The Contractor shall be expected to comply with all of the Library's COVID-19 pandemic health guidance and protocol.

The Library's up-to-date COVID-19 information can be found at:

https://www.loc.gov/about/pandemic-information/for-public/ https://www.loc.gov/about/pandemic-information/for-contractors/

030ADV22R0079 Section G

SECTION G - CONTRACT ADMINISTRATION DATA

G.1 LC52.201-3 CONTRACT ADMINISTRATION (AUG 2015)

This contract will be administered by:

Library Contracting Officer: Schuman, Michael

Address: Contracts & Grants Directorate

Library of Congress

LA 325

Washington DC 20540-9411

Phone: (202) 707-1088

Email: mschuman@loc.gov

Library Contract Specialist: Barnes, Kevin

Address: Contracts & Grants Directorate

Library of Congress

LA 325

Washington DC 20540-9411

Phone: (202) 707-1051

Email: kbarnes@loc.gov

Library Contracting Officer Representative:

Address: Provided at time of award

Phone:

Email:

Contractor Contract Administrator: Provided at time of award

Address: Provided at time of award

Provided at time of award

Provided at time of award

Provided at time of award

Phone:

Email:

G.2 LC52.204-5 IDENTIFICATION AND BUILDING PASSES (DEC 2014)

(a) The Contractor shall schedule with the COR time for contractor staff to be available to receive Library-issued photo identification badges prior to starting work.

(b) The Contractor shall provide instruction and ensure that each employee performing work under this contract displays their photo-identification badges at all times they are present on-duty in the building. Refusal or repeated neglect to display the photo-identification may result in an unsuitability determination.

(c) Upon termination, resignation or other event leading to a contract employee leaving duty under this contract, the Contractor is responsible for returning all Government identification, building passes, keys, and other Government property issued to that employee. Failure on the part of the Contractor may result in the Contractor’s liability for all costs associated with correcting the resultant breach in building security.

(d) The requirements of this clause are applicable to and shall be observed by all subcontractors who perform work at all Library of Congress facilities.

(e) The Contractor shall ensure that all employees, both directly employed and subcontracted, contractor’s and sub-contractors, obtain Library ID badges. Badges shall be visibly displayed at all times while in Library premises. The Library will issue badges without charge. Contractor shall accurately maintain a list of employee badge number on the Employee Roster and provide updates to the COR upon request. An employee’s badge shall be returned within 5 days from the termination of that employee’s employment. All badges shall be returned at the completion/termination of the contract.

(End of Clause)

G.3 LC52.232-1 LIBRARY OF CONGRESS INVOICE INSTRUCTIONS (OCT 2016)

The Contractor must prepare and submit invoices electronically to: https://www.ipp.gov. The Contractor may submit payment requests using other than electronic means only when alternate procedures are authorized by the contracting officer in writing. Assistance is available via the IPP Help Desk via email at: ippgroup@bos.frb.org or by commercial telephone at (866) 973-3131. Invoices shall contain the information required in FAR 52.212-4, paragraph (g).

(End of Clause)

G.4 LC52.232-2 SCHEDULE OF PAYMENTS (JUN 2015)

The contractor must submit invoices for payment upon delivery of the items or successful performance of the events identified below pursuant to the standards and acceptance criteria defined in this contract.

030ADV22R0079 Section H

SECTION H - SPECIAL CONTRACT REQUIREMENTS

H.1 LC52.201-1 CONTRACTING OFFICER'S REPRESENTATIVE (COR) APPOINTMENT AND

AUTHORITY (JAN 2016)

(a) Performance of work under this contract is subject to the technical direction of the COR. The term “technical direction” includes, without limitation, direction to the contractor that directs or redirects the labor effort, shifts the work between work areas or locations, and/or fills in details and otherwise serves to ensure that tasks outlined in the contract are accomplished satisfactorily.

(b) Technical direction must be within the scope of the contract specification(s)/work statement. The COR does not have authority to issue technical direction that:

(1) Constitutes additional work outside the contract specification(s)/work statement;

(2) Constitutes a change as defined in the “Changes” clause of this contract;

(3) Causes an increase or decrease in the contract price, or the time required for contract performance;

(4) Changes any of the terms, conditions, or specification(s)/work statement of the contract;

(5) Interferes with the contractor's right to perform under the terms and conditions of the contract; or

(6) Directs, supervises or otherwise controls the actions of the contractor's employees.

(c) Technical direction may be oral or in writing. The COR must confirm oral direction in writing within five workdays, with a copy to the Contracting Officer.

(d) The Contractor shall proceed promptly with performance resulting from the technical direction issued by the COR.

If, in the opinion of the contractor, any direction of the COR or the designated representative falls within the limitations of (b) above, the contractor shall immediately notify the Contracting Officer no later than the beginning of the next Government work day.

(e) Failure of the Contractor and the Contracting Officer to agree that technical direction is within the scope of the contract shall be subject to the terms of the “Disputes” clause of this contract.

(End of Clause)

H.2 LC52.203-1 CONTRACTOR PUBLICITY (OCT 2013)

The Contractor, or any entity or representative acting on behalf of the Contractor, may not refer to the equipment or services furnished pursuant to the provisions of this contract in any news release or commercial advertising, or in connection with any news release or commercial advertising, without first obtaining explicit written consent to do so from the Contracting Officer. Should any reference to such equipment or services appear in any news release or commercial advertising issued by or on behalf of the Contractor without the required consent, the Government will consider institution of all remedies available under applicable law.

(End of Clause)

H.3 LC52.204-1 COLLECTIONS SECURITY (DEC 2013)

(1) The Library is a public institution responsible for making its resources (collections and staff) available to the Congress and the American people. To achieve a balance between access and security, the Library requires everyone (staff, visitors, interns, contractors, etc.), to always use due diligence and protect its assets during use.

(2) Physical access to Library collections is limited to staff and/or determined by the host office. In addition, established requesting processes in the various readings rooms must be followed.

(3) Loan Privileges. Contractor employees may obtain loans of Library property for internal use and Library work-related purposes.

i. Loan of Library Property. All loans of Library property must be approved and documented by the host Library Services office. Contractor staff shall obtain a Library “General Pass” (Form LW 12/54 (rev2/88)) for each loan.

ii. Liability – Loss or Damage of Library Property. Use or loan of all Library property and signature on this contract means that the contractor acknowledges and agrees to:

(a) ensure the return all Library property issued in the same condition as borrowed;

(b) accept responsibility and liability for the negligent loss or damage of issued or borrowed Library property; and

(c) ensure that the loaned property is used for Library purposes and not loaned to any other person.

(End of Clause)

H.4 LC52.204-2 CONDUCT ON LIBRARY PREMISES (JUL 2021)

1. Access to Library buildings and grounds is governed by 36 C.F.R. part 702 - Conduct on Library Premises. Contractor staff must comply with these requirements and restrictions and related Library of Congress Regulations and Directives.

2. The Library is committed to preventing and addressing all forms of discriminatory harassment and to ensuring that Equal Employment Opportunity (EEO) principles are fundamental to Library culture. Everyone — employees, interns, volunteers, contractors, researchers, and visitors — is expected to help make the Library a respectful environment free from offensive behavior.

a. Library of Congress employees, contractors, interns, volunteers, researchers, patrons, and other visitors have a right to Library facilities that are free from discrimination based on their race, color, national origin, religion, sex, sexual orientation, gender identity, age (40 and over), disability, genetic information, union affiliation, political affiliation, or marital status.

b. The Library does not tolerate discrimination – including sexual harassment, other forms of harassment, or a hostile work environment – based on these factors. The Library does not tolerate retaliation against anyone who engages in any form of protected EEO activity.

c. Contractor (including subcontractor) staff alleged to have engaged in discrimination or retaliation in the performance of this contract may be prohibited from entering Library facilities to perform work under their contracts.

Contractors are required to promptly respond to all Library inquiries into allegations of discrimination, and must, in good faith, cooperate with Library investigations. Good faith cooperation includes, but is not limited to, making contractor staff available for:

1. Formal and informal interviews by Library agents investigating allegations of discrimination;

2. Reviewing and signing appropriate affidavits or declarations summarizing statements provided by such contractor staff during the course of an investigation;

3. Producing documents requested by the Library agents conducting the investigation; and

4. Preparing for and providing testimony in depositions or in administrative hearings.

(End of Clause)

H.5 LC52.204-3 INFORMATION SYSTEMS SECURITY (SEP 2018)

(1) Computer Security Policy. The Library requires anyone using or accessing its digital assets (including networks, servers, workstations, systems, data, web pages, and email) to protect them and use them only for official business, and only in accordance with Library regulations and applicable Library bargaining agreements. Unauthorized or inappropriate use may be grounds for termination or other contractual remedy.

(2) Privacy Policy. No one has the right to privacy while using any Library computer system, including internet or email services. Usage may be monitored.

(3) Level of Access. The Host Office will determine the level of access to the Library’s IT equipment, staff and software needed to successfully perform under this Contract. Access may include, for example, email, word processing, internet, and intranet.

(4) Mandatory IT Security Training. Contractor personnel must successfully complete mandatory information systems security training prior to use of or access to any of the Library’s digital assets. The required training is available online at http://www.loc.gov/extranet/cld/. Contractor staff with access to Library digital assets shall complete the information systems security training annually. The training is available on the Library intranet at: http://www.loc.gov/staff/cld/.

(End of Clause)

H.6 LC52.204-4 CONTRACTOR EMPLOYEE FITNESS (JAN 2022)

“Contractor employee fitness” means fitness based on character and conduct for work for or on behalf of the Government as a contractor employee.

Work under this contract is unclassified. However, the Library of Congress has a contractor employee fitness program, which includes background investigations of contractor personnel who will have 1) regular, ongoing, unescorted access to the Library’s buildings, grounds, or collections, 2) access to Library information technology systems, and/or 3) access to Library information not available to the public including information determined to be Controlled Unclassified Information (CUI) to ensure they meet basic standards of honesty and trustworthiness pursuant to Library regulations.

(1) Any access to non-public Library facilities and information technology systems will require completion and successful vetting of a security application request (release forms, fingerprints, and, if applicable, E-QIP background investigation). Contracts should anticipate a minimum of two weeks for the process, provided no adverse or incomplete information is received.

(2) The Library does not determine the fitness of employees to work for the contractor firm that hires them. The Library’s interest is in determining whether contractor personnel should be granted greater access than the general public to Library facilities, Library information technology systems and/or non-public Library information.

(3) To facilitate the fitness determination, contractors shall submit complete and accurate information as identified on the e-qip site at: www.opm.gov/e-qip. Contractors should anticipate a minimum of two weeks for the process, provided all requested information is timely, accurate and complete and that no adverse information is received.

(4) The contractor will ensure the Library’s Personnel Security Division is notified of all changes to personnel performing work on this contract. The Personnel Security Division can be notified at the following email address:

PSD@loc.gov and contacted via phone at: (202) 707-5618.

(5) The fact that the Library may conduct background investigations on assigned contractor personnel does not relieve the contractor of the responsibility to provide qualified, reliable personnel of sound character and conduct.

(6) The Library may require removal of contractor staff from Library facilities and revocation of access to Library information technology systems and non-public Library information if investigative results raise concerns regarding a contractor employee’s fitness. In such cases, the Contracting Officer or Contracting Officer Representative (COR) will notify the contractor of the unfit determination and need for the contractor employee to return all government equipment such as badges, keys and network tokens if issued. Contractor management staff may be required to escort the contractor employee from the premises.

(End of Clause)

H.7 LC52.204-27 HANDLING OF FEDERAL RECORDS (JUL 2021)

(a) Definitions “Records,” as defined in 36 C.F.R. § 703.4(a), includes all books, papers, maps, photographs, reports, and other documentary materials, exclusive of materials in the Library’s collections, regardless of physical form or characteristics, made or received and under the control of the Library in pursuance of law or in connection with the transaction of public business, and retained, or appropriate for retention, by the Library as evidence of the organization, functions, policies, decisions, procedures, operations, or other activities of the government or because of the informational value of data contained therein. The term refers only to such items in being and under the control of the Library. It does not include the compiling or procuring of a record, nor does the term include objects or articles, such as furniture, paintings, sculpture, three-dimensional models, structures, vehicles, and equipment. All data created for Government use and delivered to, or falling under the legal control of, the Government are Federal records subject to the provisions of 44 U.S.C. chapters 21, 29, 31, and 33, the Privacy Act of 1974 (5 U.S.C. 552a), as amended, and Library of Congress regulations at 36 CFR Part 703.

(b) Requirements

1. Contractor shall comply with all applicable records management laws and regulations, as well as National Archives and Records Administration (NARA) records policies, including but not limited to the Federal Records Act (44 U.S.C. chs.

21, 29, 31, 33), NARA regulations at 36 CFR Chapter XII Subchapter B, Library of Congress regulations at 36 CFR Part 703 and those policies associated with the safeguarding of records covered by the Privacy Act of 1974 (5 U.S.C. 552a). These policies include the preservation of all records, regardless of form or characteristics, mode of transmission, or state of completion.

2. In accordance with 36 CFR 1222.32, Contractor shall manage and schedule records for disposition only as permitted by statute or regulation.

3. The Contractor shall not retain, use, sell, or disseminate copies of any deliverable that contains information covered by the Privacy Act of 1974 or which is exempted from public disclosure by 36 C.F.R. 703.5.

4. The Library of Congress shall own the rights to all data and records produced as part of this contract.

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