Amendment 1 - 030ADV26R0045 0001.pdf

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 11

0001 09-17-2026

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

030ADV26R0045

X

X X

See CONTINUATION Page

X 1

See Block 14 Addendum.

Robinson, James

BLOCK 14 ADDENDUM

The purpose of this solicitation amendment is to:

1. Answer Offeror questions. See Attachment J4. The deadline for submission of proposals remains unchanged at 09/28/2026 at 12:00 PM EST.

2. Add text to the Statement of Work at Section C.5.3 Work Ownership as noted in red text.

3. Add text to Section I.3 52.216-18 Ordering as noted in red text.

4. Edit and reattach updated Attachment J3 – Past Performance Questionnaire dated 09/16/2026 to match the

Solicitation deadline of September 28, 2026.

5. Update Section J List of Attachments.

6. Add text to Section L.5 under Price Volume as noted in red text.

030ADV26R0045 0001 Section C

SECTION C - DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

Research Engagement Research

Statement of Work

C.1. OVERVIEW / BACKGROUND

The Library of Congress (“Library”) is the world’s largest library. As a public institution, its mission is to engage, inspire, and inform Congress and the American people with a universal and enduring source of knowledge and creativity. With over 930,000 on-site visitors in FY2025, the Library’s Thomas Jefferson Building has become a landmark destination, renowned for its architectural beauty and celebration of knowledge and creativity. The Library’s Collection and Services Group (LCSG) acquires, stewards, describes and shares the Library collections. In FY2025, LCSG staff answered more than 150,000 total reference questions -- 65% online -- and circulated nearly 300,000 physical items. LCSG is the organizational home of the Library’s research centers, including the Law Library and multiple divisions within the Researcher and Collections Services (RCS) service unit. These organizations link more closely the Library’s researcher, reference, and public service work, as well as collection development, processing, and selected preservation activities.

LCSG requires a contractor to continue a program of assessment and engagement in order to meet the Librarian of Congress’s vision that the Library connect with every American. More information about the Library can be found on the website www.loc.gov.

C.2. SCOPE

In line with the Library’s strategic plan and LCSG directional plan, the Contractor shall (1) provide reviews of the Library’s data collection and assessment practices in research services and provide recommendations to support operations and decision-making; (2) conduct research of the Library’s users at the Library’s Capitol Hill Campus and online to determine the engagement with and experience of users of the Library’s research services throughout LCSG;

(3) perform various other activities specified at the task order level, which will relate to consulting and analyzing LCSG’s plans and programs, and engagement with Library stakeholders. This work shall focus on the researcher experience.

C.3. REQUIREMENTS

The Library may order any combination of the services in the following task areas as they fit within the context of performing research for the Library that is designed to include or result in business outcomes and technical solutions related to the following:

C.3.1. Conducting and Implementing Research at the Library’s Campuses and Online.

This includes, but is not fully limited to, the following:

• Creating and implementing methodologies for conducting research of the Library’s current researchers to determine researcher behaviors and their perceptions of the Library at both the strategic and tactical levels.

• Research methods shall encompass both qualitative and quantitative approaches for both online and offline researchers both at remote areas and LOC facilities.

• Process Development and Management, including research and analysis on LOC functions and research, as well how researchers are impacted.

• Roles, practices, operations, products as well as interactions with Library organizations and other related processes such as strategic planning related to research and researchers.

• Formulation and analysis of policies and procedures, including policies, roles, practices, operations and interfaces for service delivery to researchers and stakeholders.

• Templates, guidance, and examples for different types of projects, activities and programs.

• Risk Management, including identifying, analyzing, and evaluating risks; and recommending mitigations.

• Program/Business Process Analyses and Recommendations including Requirements Analysis, Business Case Analysis, Cost/Benefit Analysis, Cost Effectiveness Analysis, Risk Analysis, and Schedule/Milestone Analysis following Federal best practices for analyses that contribute to business and researcher engagement, attitudes, opinions, etc.

• Provide reviews of the Library’s research services as compared to similar libraries and cultural institutions based on Contractor’s previous research and/or extant data in order to identify the potential, unreached market and to increase satisfaction with current researchers.

• Provide presentations of findings in both written and presented forms.

• All planning and formulation work shall be approved by the Library COR prior to implementation.

C.3.2. Researcher-Focused Planning

This includes, but is not fully limited to, the following:

• Quality control of services and deliverables.

• Project planning, implementation, and reporting to include requirements gathering and development in support of researcher-focused services and enhancements.

• Work planning and scheduling for researcher-related studies.

• 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.

• Maintenance of project development-related documents in regards to researcher services.

• Researcher-focused program transition planning assistance based on research findings and recommendations.

• Provide recommendations for initiatives, programs, and/or services for initiatives, programs, and services to meet the needs of the current and potential market for Library research services.

C.3.3 Other Researcher-Focused Work

• The Contractor shall perform other activities specified at the task order level. This work shall generally relate to consulting and analyzing various aspects of the LCSG's plans, programs, and engagement with all manner of Library stakeholders and how it impacts the Library with a general focus on the researcher experience (researcher experience, patrons, the general public, Library leadership, etc). This work shall focus on the researcher experience.

C.4. CONTRACT PERFORMANCE

C.4.1. Schedule of Events/Deliverables

The schedule of events/deliverables shall be defined in individual task orders.

C.4.2 Deliverable Formats

All written deliverable products shall be submitted electronically in either Microsoft Office or Adobe formats for the COR’s review and comment.

C.4.3. Quality Standards

All deliverables must be suitable for forwarding to executive management, which includes professional analyses free from grammatical and typographical errors and in accordance with following general quality measures:

a) Accuracy – Deliverables shall be accurate in presentation, technical content, and adherence to accepted elements of style.

b) Clarity – Work products shall be clear and concise. Any/All diagrams shall be easy to understand and be relevant to the supporting narrative.

c) Consistency to Requirements – All work products must satisfy the requirements of the contract.

d) File Editing – All text and diagrammatic files shall be editable by the Library.

e) Format – Deliverables shall be submitted in media mutually agreed upon prior to submission.

f) Timeliness – Deliverables shall be submitted on or before the due date specified in this contract or as described in assigned tasks or submitted in accordance with a latter scheduled date determined by or approved by the Library.

C.5. OTHER

C.5.1. Key Personnel

Contractor shall provide a project director who shall be responsible for the performance of the work, as well as an alternate. The project director and alternate must each have at least three years of demonstrated experience in developing and leading survey activity in support of research libraries and cultural institutions, which includes participating in overseeing evaluation, design, data collection, statistical analysis and reporting. Individual Task Orders may require individual Key Personnel positions.

C.5.2. Contractor Travel

Contractor may be required to travel to the Library of Congress Capitol Hill Campus during the performance of the contract to attend meetings, conferences, and training. Travel expenses, if authorized, will be consistent with the substantive provisions of the Federal Travel Regulation (FTR) and the limitation of funds specified in the contract. All travel requires Government approval/authorization and notification to the COR. Specific travel details, if needed and authorized, shall be established in individual orders.

C.5.3. Work Ownership

Any final reports produced under this IDIQ, and all Orders placed under it become the sole property of the Library of Congress. The Library reserves the right to use, distribute, and utilize the final reports in any noncommercial fashion of the Library’s choosing, including releasing it to third parties or the public. The Library shall have full control of release.

Notwithstanding the foregoing, it is understood by the parties hereto that Contractor is acting in its capacity as an independent evaluator and, as such, will have final editorial control over any deliverables provided to the Library, including but not limited to, any final reports. The contractor has final authority over factual corrections, conclusions, and recommendations; however, the Library will have final authority over the publication of the final deliverable.

The Contractor will inform all parties that information gathered through interviews, or information gathered from any other sources, might be publicly shared.

030ADV26R0045 0001 Section I

PART II - CONTRACT CLAUSES

SECTION I - CONTRACT CLAUSES

I.1 52.216-18 ORDERING (AUG 2020)

(a) Any supplies and services to be furnished under this contract shall be ordered by issuance of delivery orders or task orders by the individuals or activities designated in the Schedule. Such orders may be issued from 12/01/2026 through 05/30/2030 (if the 6-month extension of services clause is exercised).

(b) All delivery orders or task orders are subject to the terms and conditions of this contract. In the event of conflict between a delivery order or task order and this contract, the contract shall control.

(c) A delivery order or task order is considered "issued" when—

(1) If sent by mail (includes transmittal by U.S. mail or private delivery service), the Government deposits the order in the mail;

(2) If sent by fax, the Government transmits the order to the Contractor’s fax number; or

(3) If sent electronically, the Government either—

(i) Posts a copy of the delivery order or task order to a Government document access system, and notice is sent to the Contractor; or

(ii) Distributes the delivery order or task order via email to the Contractor’s email address.

(d) Orders may be issued by methods other than those enumerated in this clause only if authorized in the contract.

(End of Clause)

030ADV26R0045 0001 Section J

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

SECTION J - LIST OF ATTACHMENTS

Identifier Title Date Number of Pages

1 Attachment J1 - Initial Order SOW 08/10/2026 5

2 Attachment J2 - Labor Price Sheet 08/06/2026 2

3 Attachment J3 - Past Performance Questionnaire 07/22/2026

09/16/2026

4 Attachment J4 - Questions and Answers 09/16/2026 4

030ADV26R0045 0001 Section L

SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

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

L.1. Competition

This competition is being conducted in accordance with FAR 13.5 Simplified Acquisition Procedures. Please read below for more detailed information.

L.2. Proposal Submission/Delivery Instructions

Businesses shall submit their questions regarding this work to James Robinson, Contracting Officer, at jarobinson@loc.gov and to Lianne Carroll, Contract Specialist, at lcarroll@loc.gov. Proposals are due no later than the closing date listed in Block 8 on the first page of this solicitation.

L.3. Questions and Clarifications

Businesses shall submit their questions regarding this work electronically to the Contracting Officer and Contract Specialist listed above. Questions are due no later than 09/09/2026 at 12:00 PM, Eastern Time. The Library will provide questions and answers to all potential offerors as an amendment to the solicitation, but offeror names will not be provided. The amendment will be posted to the same SAM.gov web page where the solicitation is located.

The Library reserves the right not to answer questions received after the question due date; however, it also reserves the right to answer questions received after this date at the Library’s discretion. Late questions must be substantive, pertinent to the solicitation, and must not duplicate questions already answered in the Q&A responses document.

It is the Library’s intention to provide an award without engaging in negotiations/clarifications if possible, so questions regarding all aspects are highly encouraged.

L.4. General Instructions to Offerors

All proposals shall be submitted electronically via email to both James Robinson, Contracting Officer, at jarobinson@loc.gov and to Lianne Carroll, Contract Specialist, at lcarroll@loc.gov. Proposals submitted through any means other than email will NOT be accepted. Offerors must comply with the submission instructions specified in this solicitation. The Library has the right, at its discretion, to determine whether an offer is ineligible for award if an Offeror does not comply materially with the submission instructions. At the Library's discretion, proposals received after the proposal response due date and time may not receive further consideration.

Offeror must not submit zipped files. The email containing the proposal must have the RFP number in the subject line (030ADV26R0045). The total maximum file size of all attached files cannot exceed 20MB due to restrictions on the Library’s email system. If needed, businesses may submit multiple emails and ensure they are clearly identified (for instance: email 1 of 5; email 2 of 5, etc.). The proposals must include the solicitation number, business name, mailing address, telephone number, and SAM UEI number. The proposal must provide the name of offeror’s primary point of contact and their email address and phone number.

Proposal Format: Quotations must be submitted in either Microsoft Office or Adobe formats. Each page must be numbered and labeled with the name of the Offeror and solicitation number. The format for all documents must be 8.5 x 11 inch pages, single-spaced 1-inch margins, 12-point font in text. Proposals must be submitted as separate volumes.

L.5. Quotation Contents:

Proposals must contain the following separate volumes, in the stated order:

Volume 1: Technical Volume

Volume 2: Key Personnel Resumes

Volume 3: Past Performance

Volume 4: Price

Volume 1) Technical Volume

The Offeror shall discuss in outline form, with brief narratives, the processes they would use in the implementation of this project. The outline shall include a general description of Offeror’s understanding of the projects under this IDIQ, resources, assumptions, roles and responsibilities. The technical approach must demonstrate an understanding of the range of work contemplated under this IDIQ and describe at a minimum the general processes the offeror will use to accomplish the tasks identified in Section C of this solicitation, including which tasks, if any, will be accomplished by subcontractors. In addition, the Offeror shall submit a plan to implement the requirements of the Initial Order SOW (Attachment J1). This plan shall specifically include the Offeror’s proposed methodology for conducting research of Library users onsite and online, as well as other requirements identified in Attachment J1. The Contractor shall also describe what travel needs they may need to fulfill the First Order.

The Offeror shall also submit information regarding their corporate experience. This portion of the technical volume shall include, at a minimum, information describing similar work performed by the Offeror within the last 3 years, the outcomes of that work, and other relevant information which may assist the Library in determining if the Offeror possesses sufficient relevant corporate experience to perform this work the work described in Section C of this solicitation.

The Technical Volume response is limited to 15 pages.

Volume 2) Key Personnel Resumes

The offeror shall provide resumes for key personnel and describe the relevant experience of all other proposed staff.

Resumes shall provide detailed/meaningful information of the candidate's knowledge, skill and abilities of prior experience that demonstrates the technical experience needed to successfully perform the services identified in this solicitation.

Volume 3) Past Performance (See Attachment J3):

The Offeror shall submit up to three past performance references for work substantially similar to this requirement. Past performance references must be limited to the past three (3) years, and they must be for federal contracts, state contracts, local contracts, or private businesses. Past Performance Questionnaires must include the reference’s name, valid email, valid phone number, the contract number, the agency/company name, the total contract amount, and a brief description of how the work is of similar scope to the work being required under this solicitation.

Offeror shall provide Attachment J3 - Past Performance Questionnaire, to each reference for each of the three (3) contracts referenced above and in the Minimum Qualifications submission. Each reference shall provide their completed questionnaire directly to the Contract Specialist, at lcarroll@loc.gov, and to the CO, at jarobinson@loc.gov.

Offeror shall not collect completed questionnaires nor submit them on behalf of the references to the Library.

Completed Past Performance Questionnaires must be sent directly from the reference to the Library. Completed Past Performance Questionnaires must be submitted no later than the solicitation closing date and time. The Library will not accept questionnaires submitted after the solicitation closing date and time.

There is no page limit to this proposal volume.

Volume 4) Price Volume

Offerors shall submit one (1) pricing spreadsheet as the Price Volume. The tab on the attached spreadsheet shall include a list of labor categories and rates (See Attachment J2 – Labor Price Sheet) anticipated to perform the type of work identified in Section C of this solicitation and fully-loaded rates for each of those labor categories, to include all overhead costs. These IDIQ prices will be used in subsequent task orders. Offerors shall propose prices for all Ordering Periods to be considered for award. Partial pricing by an Offeror shall render the proposal non-responsive to the Library’s requirement and the proposal may not be considered for award.

Tab 1 shall be labor mix proposed that can be ordered under this IDIQ.

Tab 2 is specifically the proposed pricing for the first order. Pricing shall encompass the deliverables of the First Order.

Offerors shall also complete Tab 2 identifying the estimated number of labor hours by category to complete the work identified in the Initial Order Statement of Work (Attachment J1). Proposed labor rates and categories for performance of the Initial Order shall match the rates identified in Ordering Period 1 of their IDIQ level pricing spreadsheet. The proposed labor categories for the work to be performed under the Initial Order will include some, but not necessarily all labor categories proposed at the IDIQ level. All labor rates must be inclusive of all direct, indirect, and other direct costs, excluding travel expenses as provided below. This Initial Order pricing spreadsheet shall also include a firm fixed price for all travel expenses to Capitol Hill to attend meetings and perform research. Travel shall not be included in the labor rates or overhead price per labor category. If travel is required on an individual order, it will be separately priced in the Orders only. Travel may be a separate FFP line item or be reimbursable in accordance with the Federal Travel Regulations, depending on the Order.

Any proposed travel prices shall be proposed on the pricing Attachment J2 -Tab 2. Pricing shall be reported on its own line and in accordance with the Federal Travel Regulations. Contractors shall propose the travel they feel will fulfill the requirements.

https://www.gsa.gov/travel https://www.gsa.gov/travel/plan-book/per-diem-rates

Offerors are strongly encouraged to consider their proposal submission their best and final offer.

L.6. Amendments to the Solicitation

The Library may amend the solicitation based on offeror questions, or if the Library deems it necessary for other reasons. All amendments shall be posted to SAM.gov, on the same page where the solicitation is posted. Offeror is responsible for checking the solicitation for updates and amendments. In the event that amendments are issued, offeror is responsible for incorporating any relevant changes resulting from the amendments into their final proposal.

Proposals that do not include the most current information from amendments posted on SAM.gov (for instance, offeror’s price proposal includes an older version of a price schedule) may be determined to be unacceptable at the Library's discretion.

End of Document