030ADV24R0023.pdf

PAGE 1 OF1. REQUISITION NO.

2. CONTRACT NO. 3. AWARD/EFFECTIVE DATE 4. ORDER NO. 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE DATE

a. NAME b. TELEPHONE NO. (No Collect Calls) 8. OFFER DUE DATE/LOCAL

TIME

9. ISSUED BY CODE 10. THIS ACQUISITION IS UNRESTRICTED OR SET ASIDE: % FOR:

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

8(A)

NAICS:

SIZE STANDARD:

11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

12. DISCOUNT TERMS

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13b. RATING

14. METHOD OF SOLICITATION

RFQ IFB RFP

15. DELIVER TO CODE 16. ADMINISTERED BY CODE

17a. CONTRACTOR/OFFEROR CODE FACILITY CODE 18a. PAYMENT WILL BE MADE BY CODE

TELEPHONE NO. UEI: EFT:

PHONE: FAX:

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW IS CHECKED

SEE ADDENDUM

19. 20. 21. 22. 23. 24.

ITEM NO. SCHEDULE OF SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

(Use Reverse and/or Attach Additional Sheets as Necessary)

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Govt. Use Only)

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA ARE ARE NOT ATTACHED.

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN _______________ 29. AWARD OF CONTRACT: REF. ___________________________________ OFFER COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DATED ________________________________. YOUR OFFER ON SOLICITATION DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY (BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED SET FORTH HEREIN IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30b. NAME AND TITLE OF SIGNER (TYPE OR PRINT) 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (TYPE OR PRINT) 31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION (REV. NOV 2021)

PREVIOUS EDITION IS NOT USABLE Prescribed by GSA - FAR (48 CFR) 53.212

7. FOR SOLICITATION

INFORMATION CALL:

STANDARD FORM 1449

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

See SCHEDULE

030ADV24R0023 03-19-2024

Zwahlen, Jennifer (202) 707-0925 04-05-2024

12PM EST

Contracts and Grants Directorate Library of Congress

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

X

N/A

X

DELIVERY

See Sections D&F for delivery instructions.

Contracts & Grants Directorate Library of Congress

LA 325

101 Independence Av SE Washington DC 20540-9411

Submit Invoices through https://www.ipp.gov Washington DC 20540

See CONTINUATION Page

0.00 See CONTINUATION Page

X X

Zwahlen, Jennifer

030ADV24R0023

Table of Contents

SECTION A

A.1 SF 1449 SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES

SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS

B.1 PRICE/COST SCHEDULE

ITEM INFORMATION

B.2 LC52.216-3 CONTRACT TYPE (JUN 2016)

SECTION C - DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

C.1 DESCRIPTION / SPECIFICATIONS / STATEMENT OF WORK

SECTION F - DELIVERIES OR PERFORMANCE

F.1 LC52.215-5 PLACE AND PERIOD OF PERFORMANCE (JAN 2019)

F.2 SCHEDULE OF DELIVERABLES

SECTION G - CONTRACT ADMINISTRATION DATA

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

G.2 LC52.232-1 LIBRARY OF CONGRESS INVOICE INSTRUCTIONS (DEC 2022)

G.3 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 (AUG 2023)

H.7 LC52.204-5 IDENTIFICATION AND BUILDING PASSES (DEC 2014)

H.8 LC52.237-1 KEY PERSONNEL (AUG 2014)

H.9 LC52.237-2 CONDUCT OF WORK (MAY 2015)

H.10 LC52.239-1 INFORMATION SECURITY (APR 2021)

PART II - CONTRACT CLAUSES

SECTION I - CONTRACT CLAUSES

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

I.2 52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE

ORDERS—COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES (DEC 2023)

030ADV24R0023

I.3 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

I.4 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

I.5 LC52.212-4 CONTRACT TERMS AND CONDITIONS - COMMERCIAL ITEMS (DEV) (FEB 2016)

I.6 LC52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE

ORDERS - COMMERCIAL ITEMS (DEV) (MAY 2015)

I.7 LC52.228-70 INSURANCE REQUIREMENTS - WORK ON LIBRARY PREMISES (DEC 2014)

I.8 LC52.232-25 PROMPT PAYMENT (DEV) (JUL 2013)

I.9 LC52.233-1 52.233-1 (DEV) DISPUTES (MAY 2014)

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

SECTION J - LIST OF ATTACHMENTS

PART IV - REPRESENTATIONS AND INSTRUCTIONS

SECTION K - REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF OFFERORS

K.1 52.212-3 OFFEROR REPRESENTATIONS AND CERTIFICATIONS—COMMERCIAL PRODUCTS AND

COMMERCIAL SERVICES (NOV 2023)

K.2 52.204-29 FEDERAL ACQUISITION SUPPLY CHAIN SECURITY ACT ORDERS—REPRESENTATION AND

DISCLOSURES (DEC 2023)

SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L.1 LC52.215-1 PROPOSAL SUBMISSION INSTRUCTIONS – BEST VALUE TRADE-OFF (JUL 2016)

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

SECTION M - EVALUATION FACTORS FOR AWARD

M.1 LC52.215-2 EVALUATION - BEST VALUE TRADE-OFF (JUL 2016)

030ADV24R0023 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 12.00 MON

TH

CLIN 0001: Inspection of Production Lots - Base Year Contract Period: Base POP Begin: 07-01-2024 POP End: 06-30-2025

0002 12.00 MON

TH

CLIN 0002: Inspection of Production Lots - Option Year I Contract Period: Option 1 POP Begin: 07-01-2025 POP End: 06-30-2026

0003 12.00 MON

TH

CLIN 0003 - Inspection of Production Lots - Option Year II Contract Period: Option 2 POP Begin: 07-01-2026 POP End: 06-30-2027

0004 12.00 MON

TH

CLIN 0004: Inspection of Production Lots - Option Year III Contract Period: Option 3 POP Begin: 07-01-2027 POP End: 06-30-2028

0005 12.00 MON

TH

CLIN 0005: Inspection of Production Lots - Option IV

030ADV24R0023 Section B

Contract Period: Option 4 POP Begin: 07-01-2028 POP End: 06-30-2029

GRAND TOTAL _______________

B.2 LC52.216-3 CONTRACT TYPE (JUN 2016)

This is a firm fixed price contract.

(End of Clause)

030ADV24R0023 Section C

SECTION C - DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

C.1 DESCRIPTION / SPECIFICATIONS / STATEMENT OF WORK

The Law Library of Congress manages the world’s largest legal collection containing over 2.9 million volumes of legal and legislative materials from the United States (federal, state, and municipal), as well as international, comparative, and foreign materials. The Law Library maintains on a current basis approximately 4,500 titles having looseleaf supplementation, either to a single binder or to multi-binder sets.

The Law Library processes approximately 100,000 incoming items annually. New receipts include periodicals, journals, legal official gazettes, supplementary pieces, such as updates for looseleaf titles, pamphlets, advance sheets, pocket parts, etc. The material processed is primarily in English, but includes other languages, such as German, French, Spanish, and languages using the Cyrillic alphabet. Acquisition methods are by copyright, purchase, or gift/exchange.

The Law Library conducts physical inventory (pin & linking) of monographs and serials at the rate of approximately 90,000 volumes per year to support tracking, inventory control and overall security of its collections. Approximately 13,500 volumes are prepared for binding annually.

HISTORICAL STAFFING

Historically, two staff members have been adequate to perform the requirements of the Statement of Work.

HISTORICAL DATA

While the amount of material available to be inspected in each of the activity areas varies from day to day, below is a chart with the average amount of material inspected in a year, based on data from the past 3 calendar years (2021- 2023). See Attachment J2 for more detailed information. Attachment J2 provides historical inspection data for 2022- 2023.

Activity Average # Inspected

3.1 New Bound volumes 7,032

3.1 Check-in (Non-gazette) 28,240

3.1 Check-in (Gazette) 11,584

3.1 Status Change 4,397

3.1 Gazette Metadata Spreadsheets 0

3.1 De-assignment 0

3.2 Looseleaf Filing 0

3.3 Collection Maintenance & Retrieval 924

3.4 Pin & Linking 21,696

3.5 Binding Preparation 7,414

C.2. SCOPE

The contractor shall conduct quality review of completed work in areas of processing collection receipts; collection maintenance; looseleaf filing; shifting, shelving, physical inventory; and binding preparation.

C.3. REQUIREMENTS

The contractor shall inspect production lots and adhere to Law Library practices and procedures in its quality review inspection of production lots. The contractor shall comply with the Law Library’s rules, manuals of instructions, and conventions for inputting data into either the integrated library system (ILS) cataloging (CAT) and acquisition (ACQ) modules or Library Collections Access Platform (LCAP), and into the Automated Binder Library Exchange (ABLE) binding system.

C.3.1. QUALITY CONTROL INSPECTION FOR COLLECTION RECEIPTS

C.3.1.1. Check-in

The contractor shall inspect completed check-in of collection receipts to ensure accuracy including the following check-in work:

Determine if check-in record exists in ILS or LCAP for title in hand Confirm bibliographic record for items in ILS or LCAP Update summary serials holdings record to reflect collection items Create purchase orders; create separate lines for each copy/set in the collection; link line items with respective holding records Establish predictive check-in patterns for check-in records; create components in serial check-in for distinct parts of a title; create separate route list for each component Affix SAIL, call number, or serial marking label to correct piece. Ensure LC ownership is indicated through stamping or book plating and targeting each volume Bar coding any bound item checked-in, create item record for that piece, and pin and link bar code into the item record

C.3.1.2. De-assignment of materials

The contractor shall inspect de-assignment of materials from reference locations. The de-assignment materials from reference locations includes:

• Compare physical condition of volumes in various Law Library locations

• Update or create holdings and item records in the ILS or LCAP

• Cover reference assignments on volumes; cross out reference assignments from verso of title pages, if necessary

• Mask serials check-in history in the ILS or LCAP

C.3.1.3. Processing

The contractor shall inspect completed work associated with collection receipts to determine errors related to processing, including:

• Item records created, updated, or relinked; summary 866 holdings statements created or updated to reflect added items.

• Purchase orders created in the ILS or LCAP

• Components, route lists, expected issues lists created

• Items checked in to the ILS or LCAP

• Update basic metadata spreadsheets for gazette issues checked in and sent for digitization

C.3.2. QUALITY CONTROL INSPECTION FOR LOOSELEAF FILING

The contractor shall inspect completed work associated with looseleaf filing to determine defects including:

• Looseleaf updates filed and superseded/replaced materials removed according to the filing instructions

• Publishers’ instructions initialed, dated, and retained with respective title updated

C.3.3. QUALITY CONTROL INSPECTION FOR COLLECTION MAINTENANCE AND RETRIEVAL

The contractor shall inspect completed work associated with collection maintenance and retrieval to determine defects including:

• Correct arrangement of distributed and sorted materials

• Correct shelving or shifting of books in call number order

• Correct shelf reading according to classification schemes

• Correct filing of pocket parts or other supplementary material and adherence to guidelines for superseding

C.3.4. QUALITY CONTROL INSPECTION FOR PIN & LINKING

The contractor shall inspect completed work associated with pin and linking to determine defects including:

• Identify correct bibliographic record in the ILS or LCAP

• Correct creation of holdings records, as needed

• Correct item record data input, including item type, enumeration, chronology, captions, free text, copy number, pieces, notes, status, and Sensitize under Self Check is checked

C.3.5. QUALITY CONTROL INSPECTION FOR BINDING PREPARATION

The contractor shall inspect units prepared for binding for adherence to Library requirements related to collation and input in ABLE. The contractor shall use a printed copy of the ABLE binding report to create the inspection report, listing all defects. The ABLE binding report shall be used to review corrected defects. The contractor shall inspect the production lot(s) and prepare a report of defects including:

Primary defect: missing or incorrect call number Bibliographic data defects: discrepancy between item(s) being processed and ILS or LCAP record(s), e.g., incorrect or duplicate bibliographic titles; or bibliographic record 050 field indicates IN PROCESS Bindable unit defects: collation out of order; title page, table of contents, supplements and indexes (if provided) not placed according to instructions; not all issues located for binding

ABLE title record defects: error in call number; typographical error(s) and misspellings; title data conflicts with ILS record e.g. call number, entry, or other elements of bibliographic information; incomplete information

ABLE job file/binding tickets defects: error in call number; typographical error(s), such as misspelled words;

incomplete information

Shelf location survey defects: not all issues for year span pulled based on criteria; duplicates not reshelved or reshelved in wrong location; out-of-scope issues not handled

C.3.6. REPORTING

The contractor shall prepare and submit inspection reports. The contractor shall communicate directly with the Contracting Officer Representative (COR) regarding its findings of defects. The contractor shall report all quality review findings, errors, or problems directly to the COR. The quality review reports shall remain confidential and shall be the property of the Law Library. The contractor is prohibited from disseminating or otherwise using these reports for any purpose beyond the scope of the contract.

The contractor shall provide monthly Statistical Reports in electronic format, which contains the following information:

Production lot(s) and categories inspected sufficient to substantiate the hourly production targets found in section 4.

Number of defects found per production lot or category Aggregated totals of production lots inspected Total number of categories inspected Total number of defects found Total percentage of errors found per lot or category, and cumulative percentage by type of lot or category Data input subtotals shall be maintained for contractors and government employees

C.4. PERFORMANCE STANDARDS

The contractor shall perform the tasks in accordance with the schedule below.

Paragraph reference for Performance Area

Description of Activity Frequency

3.1 – Collection Receipts Check-in (non-Gazettes): 30 items Hourly

3.1 – Collection Receipts Check-in (Gazettes): 60 items Hourly

3.1 – Collection Receipts New Bound Volumes: 18 vols. Hourly

3.1 – Collection Receipts Status Change: 20 vols. Hourly

3.1 – Collection Receipts Gazette Metadata Spreadsheets: 24 lines Hourly

3.1 – Collection Receipts De-assignment: 12 vols. Hourly

3.2 – Looseleaf Filing Review filing: 6 titles Hourly

3.3 – Collection Maintenance & Retrieval

Review shelving order and all supplementation properly filed: 10 shelves

Hourly

3.4 – Pin & Linking Review Pin and linked vols.: 20 vols. Hourly

3.5 – Binding Preparation Review prepared binding units (Including Pin & Link):

18 units

Hourly

The contractor must maintain a 2% error rate. If samples from inspection reports contain errors, the entire production lot will be returned to the contractor for re-inspection and correction, if necessary. The contractor shall submit new inspection reports for the lots identified by the COR. Such re-inspection shall be performed without affecting the schedule for any other lot and shall be at the contractor’s expense.

C.5. GOVERNMENT FURNISHED PROPERTY

The Library will provide the following items:

• Computer equipment, e.g. workstation and shared printers;

• Book trucks or carts;

• Supplies, including, but not limited to: Printing paper; shipping containers; packing materials to support items within the container, and shipping container labels; string for securing issues in binding units; scissors, tape, and for tools for collection care.

C.6. TRAINING

The Library will provide orientation for the various inspection tasks and the practices and procedures applicable to the contractor’s quality review of production lots. The contractor shall assure that its staff has sufficient related experience to comply with Library rules, manuals of instruction, and conventions for inputting data into the ILS CAT and ACQ modules or LCAP and the ABLE system. During the performance of the contract, the contractor shall be responsible for any subsequent orientation (or cost of such orientation through reimbursement) due to staff turnover and/or poor performance.

C.7. STAFF REQUIREMENTS & QUALIFICATIONS.

All contractor-provided staff shall be considered key personnel. The contractor shall provide Inspectors and Project Manager (PM) that meet the following requirements and qualifications.

C.7.1. INSPECTOR QUALIFICATIONS

All contractor-provided inspectors shall have graduated from an accredited library school and been awarded a master’s degree in library and information science (MLS), and have worked in a library for one year: (1) having demonstrated the ability to review completed work for quality control; (2) having demonstrated working knowledge of processing materials in various languages; (3) having demonstrated experience or understanding of cataloging procedures for monographs and serials; and (4) having demonstrated experience using and inputting data into a library ILS.

-OR-

In lieu of an MLS, the Library will accept inspectors that have a bachelor’s degree and have worked in a library for two years: (1) having demonstrated the ability to review completed work for quality control; (2) having demonstrated working knowledge of processing materials in various languages; (3) having demonstrated experience or understanding of cataloging procedures for monographs and serials; and (4) having demonstrated experience using and inputting data into a library ILS.

C.7.2. PROJECT MANAGER QUALIFICATIONS

The contractor shall provide a PM who shall work full-time, onsite for the duration of the contract.

The PM shall have graduated from an accredited library school and been awarded a master’s degree in library and information science (MLS), and have worked in a library for two years: (1) having demonstrated experience reviewing completed work of others for quality control; (2) having demonstrated working knowledge of processing materials in various languages; (3) having demonstrated experience or understanding of cataloging procedures for monographs or serials; (4) having demonstrated experience using and inputting data into a library ILS; and (5) demonstrating the knowledge and ability to train staff and to handle the assignment and monitoring of work to be inspected.

-OR-

In lieu of an MLS, the library will accept a PM who has a bachelor’s degree and has worked in a library for four years: (1) having demonstrated experience reviewing completed work of others for quality control; (2) having demonstrated working knowledge of processing materials in various languages; (3) having demonstrated experience or understanding of cataloging procedures for monographs or serials; (4) having demonstrated experience using and inputting data into a library ILS; and (5) demonstrating the knowledge and ability to train staff and to handle the assignment and monitoring of work to be inspected.

030ADV24R0023 Section F

SECTION F - DELIVERIES OR PERFORMANCE

FAR Number Title Date

52.242-15 STOP-WORK ORDER AUG 1989

52.242-17 GOVERNMENT DELAY OF WORK APR 1984

52.247-34 F.O.B. DESTINATION NOV 1991

F.1 LC52.215-5 PLACE AND PERIOD OF PERFORMANCE (JAN 2019)

F.1.1 Period of Performance

The overall period of performance shall be as stated in section B.

F.1.2 Place of Performance

The work to be performed under this contract shall be performed at the Library of Congress, 101 Independence Ave, SE, Washington, DC 20540.

F.1.3 Library Hours of Operation

The Library’s standard operating hours are from 7:00 AM through 5:30 PM, Monday through Friday, excluding Federal holidays. The contractor shall coordinate with the COR for any work to be conducted at Library facilities.

(End of Clause)

F.2 SCHEDULE OF DELIVERABLES

Reference Description Due Date Kickoff Meeting Within the first week of the start of the period of performance.

C.3.6. Monthly Statistical Report in electronic format Five (5) business days after the end of each month.

030ADV24R0023 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: Jennifer Zwahlen

Address: Contracts & Grants Directorate

Library of Congress

Washington, DC 20540-9411

Phone: (202) 707-0925

Email: jzwa@loc.gov

Library Contract Specialist: Monica Montague

Address: Contracts & Grants Directorate

Library of Congress

Washington, DC 20540-9411

Phone: (202) 707-9173

Email: momo@loc.gov

Library Contracting Officer Representative: To be provided at contract award

Address: To be provided at contract award

Phone: To be provided at contract award

Email: To be provided at contract award

Contractor Contract Administrator: To be provided at contract award

Address: To be provided at contract award

Phone: To be provided at contract award

Email: To be provided at contract award

G.2 LC52.232-1 LIBRARY OF CONGRESS INVOICE INSTRUCTIONS (DEC 2022)

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: ippcustomersupport@fiscal.treasury.gov or

030ADV24R0023 Section G by commercial telephone at (866) 973-3131. Invoices shall contain the information required in FAR 52.212-4, paragraph (g).

(End of Clause)

G.3 LC52.232-2 SCHEDULE OF PAYMENTS (JUN 2015)

The contractor may submit invoices for payment upon delivery and successful performance of the supplies and services stated described in Section C, and after COR acceptance of the work, pursuant to the standards and acceptance criteria defined in this contract. The contractor may invoice for each Contract Line Item (CLIN) stated in Section B upon successful delivery, inspection, and acceptance.

030ADV24R0023 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.

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 (AUG 2023)

“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, Library information technology systems, or non-public Library information will require completion and successful vetting of a security application request (release forms, fingerprints, and, if applicable, a full background investigation). 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.

(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 National Background Investigation Services (NBIS)’s eAPP https://www.dcsa.mil/Systems-Applications/NBIS-eApp- NBIS-Agency/) as provided by the Personnel Security Division. 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 LC52.204-5 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)

H.8 LC52.237-1 KEY PERSONNEL (AUG 2014)

The personnel designated as key personnel in this contract are considered to be essential to the work being performed hereunder. At least 30 days prior to diverting any of the specified individuals to other programs or contracts or as soon as possible if an individual must be replaced, for example, as a result of leaving the employ of the contractor, the contractor shall notify the contracting officer and identify proposed substitutions. No diversion or substitution shall be made by the contractor without written consent of the contracting officer.

The following personnel have been identified as Key Personnel in the performance of this contract:

Position/Labor Category Name

Project Manager

Inspection Technician(s)

(End of Clause)

H.9 LC52.237-2 CONDUCT OF WORK (MAY 2015)

The personnel employed by the Contractor shall be capable employees qualified in this type of work. The Contractor shall be responsible for all damage to Library property by the activities of his employees resulting from these operations.

The Contracting Officer may require removal from work on this contract any employee(s) that may be deemed incompetent, careless, insubordinate, unsuitable, or otherwise objectionable, or whose continued employment is deemed contrary to the public interest or inconsistent with the best interest of or the security of the Library.

(End of Clause)

H.10 LC52.239-1 INFORMATION SECURITY (APR 2021)

The work to be conducted is considered Controlled Unclassified Information (CUI) pursuant to National Institute of Standards and Technology (NIST) Special Publication (SP) 800-53 (rev 4) or current version. The Contractor shall ensure that all non-public Library information processed under this contract shall be protected from unauthorized use and mishandling by the Contractor. Information includes both hard copy (paper) formats and soft copy (stored in electronic form, e.g., hard disks, tapes, flash drives, CD-ROM/CD-R, etc.)

(a) The Contractor shall store hard copies and soft copies contained on removable media (e.g., tapes, floppy disks, flash drives, CD-ROM/CD-R, etc.) in a government-approved storage container per the direction of the Contracting Officer Representative (COR) or the Library of Congress Project Manager when not under the direct control of Contractor Key Personnel.

(b) The Contractor shall treat any information developed on security vulnerabilities and any Government provided non-public information as “CUI”.

(c) The Contractor personnel shall label and protect this information as “Security Category: Moderate”, placing this designation in the footer.

(d) The Contractor shall ensure that all documents designated “Security Category: Moderate”, “Security Category:

High” and “Limited Official Use Only” are not emailed to or from an external email system. These documents may only be emailed between Library of Congress email accounts, or within a secured corporate email network.

(e) The Contractor shall ensure that all documents designated “Security Category: Moderate”, “Security Category:

High” and “Limited Official Use Only” are shredded, burned, or otherwise destroyed before being disposed of in accordance with applicable corporate and federal records management policies.

(f) The Contractor shall dispose of all documents designated “Security Category: Moderate”, “Security Category: High” and “Limited Official Use Only” remaining in the Contractor’s possession at the end of the contract term.

(g) The Contractor shall ensure that all Contractor workstations used to process Library information utilizes anti-virus and anti-spyware utilities that are configured to continuously monitor and to automatically update as well as having automatic operating system patching in place.

(h) The Contractor shall ensure that all Contractor workstations used to process Library information employ a firewall that can either be software running on the workstation or a stand-alone firewall that protects the workstation from unauthorized access from any other devices, including devices on the Contractor’s corporate network.

(i) The Contractor shall ensure that all Library information that is labeled “Security Category: Moderate”, “Security Category: High” and “Limited Official Use Only” is encrypted using a Federal Information Processing Standards Publication (FIPS) 140-2 validated application configured in FIPS mode. This includes information stored on internal hard drives and removable devices (e.g., CD-Rs, flash drives, etc.)

(j) The Contractor must provide a written list of anti-virus, anti-spyware, firewall, encryption products, versions and proof of licenses, along with the automatic operating system patching status, MAC address (if applicable) and user name for each system being used to process Library information.

(k) In accordance with NIST SP 800-61 (rev 2, as updated), the Contractor shall report to infosec@loc.gov, the Contracting Officer, and the COR any adverse events (adverse events are currently defined as events with a negative consequence, such as system crashes, packet floods, unauthorized use of system privileges, unauthorized access to sensitive data, and execution of malware that destroys data) that are computer security related or computer security incidents (computer security incident is currently a violation or imminent threat of violation of computer security polices, acceptable use policies, or standard security practices) concerning Library CUI within 24-hours of its discovery.

The contractor shall coordinate its response to such an event or incident with the Library.

(l) The Contractor shall not provide any government-furnished non-public documents, information, or licensed material in any form to anyone other than the Contracting Officer, the COR, or the Library of Congress Project Manager without the written approval of the Contracting Officer, the COR, or the Library of Congress Project Manager during the period of this contract or at any time afterwards.

(m) The Contractor shall not release any government documents or information related to IT Security in any form without the written approval of the Library’s IT Security Group.

(n) The Contractor shall ensure that all Contractor personnel sign nondisclosure agreements (NDAs).

(o) The Contractor shall ensure that all Contractor personnel complete the Library of Congress IT Security Awareness Training on an annual basis.

030ADV24R0023 Section I

PART II - CONTRACT CLAUSES

SECTION I - CONTRACT CLAUSES

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

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address(es):

https://www.acquisition.gov/browse/index/far

FAR Number Title Date

52.203-3 GRATUITIES APR 1984

52.204-9 PERSONAL IDENTITY VERIFICATION OF CONTRACTOR PERSONNEL JAN 2011

52.204-13 SYSTEM FOR AWARD MANAGEMENT MAINTENANCE OCT 2018

52.204-18 COMMERCIAL AND GOVERNMENT ENTITY CODE MAINTENANCE AUG 2020

52.212-4 CONTRACT TERMS AND CONDITIONS—COMMERCIAL PRODUCTS

AND COMMERCIAL SERVICES

NOV 2023

52.233-1 DISPUTES MAY 2014

52.237-2 PROTECTION OF GOVERNMENT BUILDINGS, EQUIPMENT, AND

VEGETATION

APR 1984

52.242-13 BANKRUPTCY JUL 1995

52.243-1 CHANGES—FIXED PRICE ALTERNATE I (APR 1984) AUG 2018

52.245-1 GOVERNMENT PROPERTY SEP 2021

52.245-9 USE AND CHARGES APR 2012

52.253-1 COMPUTER GENERATED FORMS JAN 1991

I.2 52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES

OR EXECUTIVE ORDERS—COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES (DEC

2023)

(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are incorporated in this contract by reference, to implement provisions of law or Executive orders applicable to acquisitions of commercial products and commercial services:

(1) 52.203-19, Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements (JAN 2017) (section 743 of Division E, Title VII, of the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. L. 113-235) and its successor provisions in subsequent appropriations acts (and as extended in continuing resolutions)).

(2) 52.204–23, Prohibition on Contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab Covered Entities (DEC 2023) (Section 1634 of Pub. L. 115–91).

(3) 52.204–25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment. (NOV 2021) (Section 889(a)(1)(A) of Pub. L. 115–232).

(4) 52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (NOV 2015).

(5) 52.232–40, Providing Accelerated Payments to Small Business Subcontractors (MAR 2023) (31 U.S.C. 3903 and 10 U.S.C. 3801).

(6) 52.233-3, Protest After Award (AUG 1996) (31 U.S.C. 3553).

(7) 52.233-4, Applicable Law for Breach of Contract Claim (OCT 2004) (Public Laws 108-77 and 108-78 (19 U.S.C. 3805 note)).

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial products and commercial services:

[X] (1) 52.203–6, Restrictions on Subcontractor Sales to the Government (JUN 2020), with Alternate I (NOV 2021) (41 U.S.C. 4704 and 10 U.S.C. 4655).

[] (2) 52.203–13, Contractor Code of Business Ethics and Conduct (NOV 2021) (41 U.S.C. 3509).

[] (3) 52.203–15, Whistleblower Protections under the American Recovery and Reinvestment Act of 2009 (JUN 2010) (Section 1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Reinvestment Act of 2009.)

[] (4) 52.203–17, Contractor Employee Whistleblower Rights (NOV 2023) (41 U.S.C. 4712); this clause does not apply to contracts of DoD, NASA, the Coast Guard, or applicable elements of the intelligence community—see FAR 3.900(a).

[] (5) 52.204–10, Reporting Executive Compensation and First-Tier Subcontract Awards (JUN 2020) (Pub. L. 109–282) (31 U.S.C. 6101 note).

[] (6) [Reserved]

[X] (7) 52.204–14, Service Contract Reporting Requirements (OCT 2016) (Pub. L. 111–117, section 743 of Div. C).

[] (8) 52.204–15, Service Contract Reporting Requirements for Indefinite-Delivery Contracts (OCT 2016) (Pub. L. 111– 117, section 743 of Div. C).

[X] (9) 52.204–27, Prohibition on a ByteDance Covered Application (JUN 2023) (Section 102 of Division R of Pub. L.

117–328).

[] (10) 52.204–28, Federal Acquisition Supply Chain Security Act Orders—Federal Supply Schedules, Governmentwide Acquisition Contracts, and Multi-Agency Contracts. (DEC 2023) (Pub. L. 115–390, title II).

[X] (11)(i) 52.204–30, Federal Acquisition Supply Chain Security Act Orders— Prohibition. (DEC 2023) (Pub. L. 115– 390, title II).

[] (ii) Alternate I (DEC 2023) of 52.204–30.

[X] (12) 52.209–6, Protecting the Government’s Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment. (NOV 2021) (31 U.S.C. 6101 note).

[X] (13) 52.209-9, Updates of Publicly Available Information Regarding Responsibility Matters (OCT 2018) (41 U.S.C.

2313).

[] (14) [Reserved]

[] (15) 52.219–3, Notice of HUBZone Set-Aside or Sole-Source Award (OCT 2022) (15 U.S.C. 657a).

[] (16) 52.219–4, Notice of Price Evaluation Preference for HUBZone Small Business Concerns (OCT 2022) (if the offeror elects to waive the preference, it shall so indicate in its offer) (15 U.S.C. 657a).

[] (17) [Reserved]

[] (18)(i) 52.219-6, Notice of Total Small Business Set-Aside (NOV 2020) (15 U.S.C. 644).

[] (ii) Alternate I (MAR 2020) of 52.219-6.

[] (19)(i) 52.219-7, Notice of Partial Small Business Set-Aside (NOV 2020) (15 U.S.C. 644).

[] (ii) Alternate I (MAR 2020) of 52.219-7.

[] (20) 52.219-8, Utilization of Small Business Concerns (SEP 2023) (15 U.S.C. 637(d)(2) and (3)).

[] (21)(i) 52.219–9, Small Business Subcontracting Plan (SEP 2023) (15 U.S.C. 637(d)(4)).

[] (ii) Alternate I (NOV 2016) of 52.219-9.

[] (iii) Alternate II (NOV 2016) of 52.219-9.

[] (iv) Alternate III (JUN 2020) of 52.219–9.

[] (v) Alternate IV (SEP 2023) of 52.219–9.

[] (22)(i) 52.219-13, Notice of Set-Aside of Orders (MAR 2020) (15 U.S.C. 644(r)).

[] (ii) Alternate I (MAR 2020) of 52.219-13.

[] (23) 52.219–14, Limitations on Subcontracting (OCT 2022) (15 U.S.C. 657s).

[] (24) 52.219-16, Liquidated Damages—Subcontracting Plan (SEP 2021) (15 U.S.C. 637(d)(4)(F)(i)).

[] (25) 52.219–27, Notice of Service-Disabled Veteran-Owned Small Business Set-Aside (OCT 2022) (15 U.S.C. 657f).

[] (26) (i) 52.219–28, Post-Award Small Business Program Rerepresentation (SEP 2023) (15 U.S.C. 632(a)(2)).

[] (ii) Alternate I (MAR 2020) of 52.219–28.

[] (27) 52.219–29, Notice of Set-Aside for, or Sole-Source Award to, Economically Disadvantaged Women-Owned Small Business Concerns (OCT 2022) (15 U.S.C. 637(m)).

[] (28) 52.219–30, Notice of Set-Aside for, or Sole-Source Award to, Women-Owned Small Business Concerns Eligible Under the Women-Owned Small Business Program (OCT 2022) (15 U.S.C. 637(m)).

[] (29) 52.219-32, Orders Issued Directly Under Small Business Reserves (MAR 2020) (15 U.S.C. 644(r)).

[] (30) l(26) 52.219–33, Nonmanufacturer Rule (SEP 2021) (15 U.S.C. 657s).

[X] (31) 52.222-3, Convict Labor (JUN 2003) (E.O. 11755).

[X] (32) 52.222–19, Child Labor—Cooperation with Authorities and Remedies (NOV 2023) (E.O. 13126).

[X] (33) 52.222-21, Prohibition of Segregated Facilities (APR 2015).

[X] (34)(i) 52.222–26, Equal Opportunity (SEP 2016) (E.O. 11246).

[] (ii) Alternate I (FEB 1999) of 52.222-26.

[X] (35)(i) 52.222–35, Equal Opportunity for Veterans (JUN 2020) (38 U.S.C. 4212).

[] (ii) Alternate I (JUL 2014) of 52.222-35.

[X] (36)(i) 52.222–36, Equal Opportunity for Workers with Disabilities (JUN 2020) (29 U.S.C. 793).

[] (ii) Alternate I (JUL 2014) of 52.222-36.

[X] (37) 52.222–37, Employment…