Tribal Advisory RFQ 05GA0A20Q0012-AMD 0002.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

1. CONTRACT ID CODE

2. AMENDMENT/MODIFICATION NO.

3. EFFECTIVE DATE

09/09/2020

4. REQUISITION/PURCHASE REQ. NO.

See Lines

5. PROJECT NO. (If applicable)

05GA0ACODE

BOOKER, THERESA E

ACQUISITION MANAGEMENT

441 G STREET, N.W.

ROOM 7N14U

ATTENTION:

WASHINGTON, DC 20548

6. ISSUED BY CODE7. ADMINISTERED BY (If other than Item 6)

9A. AMENDMENT OF SOLICITATION NO.

05GA0A20Q0012

CODE FACILITY CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, country, state and ZIP Code) (X)

X 9B. DATED (SEE ITEM 11)

05/07/2020

10A. MODIFICATION OF CONTRACT/ORDER NO.

10B. DATED (SEE ITEM 11)

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

X XThe above numbered solicitation is amended as set forth in item 14. The hour and date specified for receipt of Offers is extended, is not extended, 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: (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 telegram 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 RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment your desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS.

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

CHECK ONE 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.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

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

D. OTHER (Specify type of modification and authority)

E. IMPORTANT: Contractor is not, is required to sign this document and return _______ copies to the issuing office.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

The purpose of this amendment is to change the Request for Quotation Volume I - Technical Solution and Volume II - Past Performance in its entirety. The Clauses were revised and incorporated by reference and the solicitation is hereby extended.

Questions are due: September 17, 2020 Quotations are due: October 12, 2020

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 (Type or print) 16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print) Theresa Booker

Contracting Officer

(Signature of person authorized to sign)

15B. CONTRACTOR/OFFEROR 15C. DATE SIGNED

By (Signature of Contracting Officer)

16B. UNITED STATES OF AMERICA 16C. DATE SIGNED

09/09/2020

NSN 7540-01-152-8070

Previous edition unusable

STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA FAR (48 CFR) 53.243

1 : :

1 : :

Document Number: 05GA0A20Q0012 Page 1 of 24

Table of Contents

Section Description Page Number

1 Continuation Sheet 1 Tribal Advisory Council Performance Work Statement 2 Tribal Advisory Fee Schedule

3 INSTRUCTIONS, CONDITIONS, AND NOTICE TO THE VENDORS

2 Contract Clauses 2 Contract Clauses and GAO Clauses

3 Documents, Exhibits, or Attachments

Document Number: 05GA0A20Q0012 Page 2 of 24

Section 1 - Continuation Sheet

Number Supplies or Services Quantity Unit Unit Price Total ( Inc. disc., tax, and fees)

1 Service Original: 1.000000

Change: 0.000000

Current: 1.000000 LOT

Period of Performance: 11/02/2020 - 11/01/2021

Description: NRE_ Tribal Advisory Council.

2020_establish + 1 meeting @ Establish TAC @ $ Pre-TAC Meeting Logistics @ $ Meeting Day Coordination @ $ Ongoing Logistical and Administrative Support @ $ Post-TAC Meeting Follow-up @ $

Reference Line: GAO2001150001 - 0001

2 Service Original: 1.000000

Change: 0.000000

Current: 1.000000 NTE

Period of Performance: 11/02/2020 - 11/01/2021

Description: Travel NTE Travel for 12 elected or appointed Officials @ Travel for 3 at Large Officials @ Travel for 2 TAC contractors @

Reference Line: GAO2001150001 - 0002

101 Service Original: 1.000000

Change: 0.000000

Current: 1.000000 LOT

Period of Performance: 11/02/2021 - 11/01/2022

Description: NRE Tribal Advisory Council-Option Year One Establish TAC @ $ Pre-TAC Meeting Logistics @ $ Meeting Day Coordination @ $ Ongoing Logistical and Administrative Support @ $ Post-TAC Meeting Follow-up @ $

Reference Line: GAO2001150001 - 0002

102 Service Original: 1.000000

Change: 0.000000

Current: 1.000000 NTE

Period of Performance: 11/02/2021 - 11/01/2022

Description: Travel - Option Year one NTE Travel for 12 elected or appointed Officials @ Travel for 3 at Large Officials @ Travel for 2 TAC contractors @

Reference Line: GAO2001150001 - 0002

Document Number: 05GA0A20Q0012 Page 3 of 24 fees)

201 Service Original: 1.000000

Change: 0.000000

Current: 1.000000 LOT

Period of Performance: 11/02/2022 - 11/01/2023

Description: NRE Tribal Advisory Council - Option Year Two Establish TAC @ $ Pre-TAC Meeting Logistics @ $ Meeting Day Coordination @ $ Ongoing Logistical and Administrative Support @ $ Post-TAC Meeting Follow-up $

Reference Line: GAO2001150001 - 0003

202 Service Original: 1.000000

Change: 0.000000

Current: 1.000000 NTE

Period of Performance: 11/02/2022 - 11/01/2023

Description: Travel - Option Year two NTE Travel for 12 elected or appointed Officials @ Travel for 3 at Large Officials @ Travel for 2 TAC contractors @

Reference Line: GAO2001150001 - 0004

301 Service Original: 1.000000

Change: 0.000000

Current: 1.000000 LOT

Period of Performance: 11/02/2023 - 11/01/2024

Description: NRE Tribal Advisory Council-Option Year Three Establish TAC @ $ Pre-TAC Meeting Logistics @ $ Meeting Day Coordination @ $ Ongoing Logistical and Administrative Support @ $ Post-TAC Meeting Follow-up $

Reference Line: GAO2001150001 - 0004

302 Service Original: 1.000000

Change: 0.000000

Current: 1.000000 NTE

Period of Performance: 11/02/2023 - 11/01/2024

Description: Travel NTE Travel for 12 elected or appointed Officials @ Travel for 3 at Large Officials @ Travel for 2 TAC contractors @

Reference Line: GAO2003120003 - 0001

401 Service Original: 1.000000

Change: 0.000000

Document Number: 05GA0A20Q0012 Page 4 of 24 fees)

Current: 1.000000 LOT

Period of Performance: 11/02/2024 - 11/01/2025

Description: NRE Tribal Advisory Council-Option Year Four Establish TAC @ $ Pre-TAC Meeting Logistics @ $ Meeting Day Coordination @ $ Ongoing Logistical and Administrative Support @ $ Post-TAC Meeting Follow-up $

Reference Line: GAO2001150001 - 0005

402 Service Original: 1.000000

Change: 0.000000

Current: 1.000000 NTE

Period of Performance: 11/02/2024 - 11/01/2025

Description: Travel Option Year Three NTE

Travel for 12 elected or appointed Officials @ Travel for 3 at Large Officials @ Travel for 2 TAC contractors @

Reference Line: GAO2001150001 - 0005

Section 1 - Continuation Sheet

1 Tribal Advisory Council Performance Work Statement

PEFORMANCE WORK STATEMENT

TRIBAL ADVISORY COUNCIL SUPPORT

Table of Contents

1. DESCRIPTION OF SERVICES

1.1. Definitions

1.2. Acronyms

2. SUMMARY OF REQUIREMENTS

3. SERVICES DELIVERY SUMMARY

3.1. Measurable Terms

3.2. Deliverables

3.3. Criteria for Acceptance

4. ESTIMATE OF COSTS

5. PERFORMANCE PLAN

6. NON-PERSONAL SERVICES

7. CONTRACTOR IDENTIFICATION

8. HOURS OF OPERATION

9. APPENDICES

9.1. Relevant Publications and Regulations

1. DESCRIPTION OF SERVICES

The U.S. Government Accountability Office (GAO) is an independent and nonpartisan legislative branch agency that supports the U.S. Congress in meeting its constitutional responsibilities, and helps improve the performance and ensure the accountability of the federal government. The GAO provides Congress with timely information that is objective, fact-based, nonpartisan, non-ideological, fair and balanced. GAO reviews the efficiency and effectiveness of federal agencies’ operations and performance, performs policy analyses and outlines options for congressional consideration and provides information on emerging issues. This work includes audits, Document Number: 05GA0A20Q0012 Page 5 of 24 reviews, and related assessments of federal agencies and federal programs that serve Tribal Nations and their citizens.

GAO’s Tribal Advisory Council (TAC) is being established to provide external advice to the agency in carrying out its mission to sup-port Congress. Specifically, the TAC will advise GAO on vital and emerging issues affecting Tribal Nations and their citizens and in-form GAO’s strategic goals and priorities with respect to the agency’s work on federal programs serving Tribal Nations and related is-sues (tribal work). The TAC will help strengthen the relationship between GAO and tribal governments and tribal organizations and is important in helping GAO shape its future tribal work, within the context of serving Congress.

The TAC is expected to inform GAO’s tribal work and related initiatives to increase GAO’s audit capacity. TAC members are expec-ted to actively participate in TAC deliberations by providing perspectives based on their experience and expertise relevant to issues af-fecting Tribal Nations and their citizens. TAC members may also be asked to:

• alert GAO to emerging factors or circumstances of interest or concern;

• provide advice on GAO’s development of strategic goals and objectives regarding its tribal work;

• identify persons with subject matter expertise in critical areas related to GAO’s tribal work;

• provide input and perspectives on new and ongoing GAO tribal work, as appropriate;

• assist with development of GAO’s protocols for working with Tribal Nations and tribal organizations during the course of audit work;

• help GAO identify areas for staff development and appropriate training resources to address them; and

• inform GAO’s approach to recruiting, hiring, developing, and retaining a diverse, talented, and dedicated workforce.

This non-personal professional requirement, with documentation deliverables is for advisory and assistance services from one or more tribal organizations to help GAO establish and maintain the TAC.

1.1. Definitions

“Performance Work Statement (PWS)” is a statement of work for performance-based acquisitions that describes the required results in clear, specific, and objective terms with measurable outcomes.

“Services Summary” is the minimum level of acceptable performance that the contractor must meet and still be considered a satisfact-ory performer.

“Task Order” is an individual requirement for services issued against an existing contract.

“Tribal Nations” refers to the 574 federally recognized Indian tribes, according to the list of Indian tribes recognized by and eligible to receive services from the Bureau of Indian Affairs by virtue of their status as Indian tribes, published on January 30, 2020 in the Fed-eral Register. 85 Fed. Reg. 5462 (Jan. 30, 2020).

“Tribal organizations” refers to national and regional organizations that advocate for affiliated tribes and tribal citizens.

1.2. Acronyms

CO Contracting Officer FAR Federal Acquisition Regulation GAO Government Accountability Office PWS Performance Work Statement TAC Tribal Advisory Council

2. SUMMARY OF REQUIREMENTS

The contractor shall assist GAO to establish a TAC and provide logistical and administrative support for TAC meetings and members as described below. The contractor must demonstrate past and continued experience working cooperatively with other tribal organiza-tions.

2.1. Services to Establish the TAC

The contractor shall perform the following services to assist GAO in establishing the TAC within 45 days of contract award:

2.1.1. Provide written comments and suggestions on GAO’s potential criteria for selecting members of the TAC to help ensure a variety of perspectives are represented.

2.1.2. Meet with GAO as needed, and provide written comments and suggestions on development of TAC protocols and other docu-ments to help establish the TAC.

2.1.3. Provide comments as appropriate on GAO’s proposed language to solicit TAC nominations through channels such as the Fed-eral Register and outreach to Congressional members and staff.

2.1.4. Help GAO seek nominations to the council by distributing announcements to Tribal Nations, and tribal organizations, includ-ing those that represent Alaska Natives and other indigenous perspectives. GAO will provide core information to include in announce-ments and review and approve announcements prior to their distribution.

2.1.5. If no nominations are received based on the distributed announcements, the contractor shall work with GAO to identify and execute alternative methods for seeking tribal member nominations. If these alternative methods are also unsuccessful, the contractor

Document Number: 05GA0A20Q0012 Page 6 of 24 shall prepare a report summarizing their efforts to identify participants for a TAC.

2.1.6. Upon request, provide contextual information to help GAO evaluate nominees' professional experiences in tribal governments, organizations and activities relevant to tribal stakeholders. Depending on the number of nominations and GAO’s evaluation of nomin-ees, GAO will form a 10 to 15 person TAC.

2.2. Logistical and Administrative Services for TAC Meetings

The contractor shall provide the following logistical and administrative services for GAO’s TAC meetings that will occur once during the first calendar year of TAC formation, twice the second calendar year; and at least annually in subsequent calendar years:

2.2.1. To support TAC meetings the contractor shall provide personnel to perform the following duties:

2.2.1.1. Pre-TAC Meeting Logistics:

• Identify potential TAC meeting dates for GAO to consider four months prior to the planned meeting timeframe. Potential meeting dates will seek to take advantage of, but not overlap with, other national meetings of importance for tribal leaders.

• Identify options for a meeting space in Washington, D.C. and other locations, as needed.

• Once a meeting space has been selected, negotiate and reserve selected meeting space and hotel rooms for each GAO TAC meeting.

• Once a meeting date has been selected by GAO, notify TAC members to “save the date” of the TAC meeting and whether they plan to attend.

• Notify TAC members of travel logistics, eligible travel expenses and how to be reimbursed from the contractor.

• In coordination with GAO and the TAC, assist with developing agendas, collecting relevant supporting documentation for the meeting and distributing the meeting materials (e.g., agenda, slides or other handouts, GAO’s strategic plan, and a sum-mary of GAO’s ongoing tribal work) to TAC members, including the federal co-chair.

• Identify and coordinate with a tribal leader or elder to provide culturally appropriate invocations during TAC meetings.

• Identify in advance of each TAC meeting whether a quorum will be achieved.

• Receive proxy letters for TAC members that need to send a substitute to a meeting.

• Review and update contact information for TAC members quarterly to ensure it remains current.

2.2.1.2. Meeting Day Coordination

• Post signs for meeting location, prepare meeting room and tables, and ensure Wifi connection is operational (as available).

• Print and assemble name badges and tent cards for TAC members, including the federal co-chair and guest speakers.

• Provide appropriate refreshments for each GAO TAC meeting, such as coffee, snacks, and lunches, as needed.

• Take notes of meeting discussions.

• Manage and coordinate any additional meeting logistics, as needed.

2.2.1.3. Post-TAC Meeting Follow-up

• Send thank you email to TAC members and any support personnel within 48 hours of TAC meeting.

• Collect and process travel reimbursement forms for TAC members and reimburse eligible travel expenses to TAC mem-bers for each GAO TAC meeting, within two weeks after each meeting.

• Draft meeting minutes within 15 days—including follow-up items for GAO and TAC members—and distribute to GAO and TAC members for their comment before finalizing, and distribute final meeting minutes, within 45 days after each meeting.

• Survey TAC members and GAO attendees after each TAC meeting to solicit feedback.

• Summarize in writing and debrief with GAO on any lessons learned from the TAC meeting, within 30 days after each meeting.

2.3. Ongoing Logistical and Administrative Support

The contractor shall provide logistical and administrative services for the TAC through the following duties:

2.3.1. Provide personnel to perform the following limited administrative duties:

• Coordinate calls for tribal members of the advisory council to discuss issues between advisory meetings, as needed.

• Establish and maintain a dedicated listserv for the GAO TAC within 30 days of TAC member selection by GAO.

• Provide technical support to TAC members, such as conducting background research, and developing tools to promote in-

Document Number: 05GA0A20Q0012 Page 7 of 24 formation-sharing—such as a website—as needed to ensure members are prepared for productive meetings.

• Collaborate with Tribal Nations and tribal organizations to assist GAO with sharing information to all Tribal Nations, as requested.

• Distribute information to the TAC at GAO’s request and compile responses from the TAC to provide back to GAO.

2.4. Technical Requirements Needed to Accomplish Work

• Working knowledge of Native American cultures, traditions, and ways of communicating.

• A demonstrated track record of working with federally-recognized tribes with wide geographic coverage, including Alaska

Native villages as well as smaller, less-represented tribes;

• A demonstrated track record of organizing tribal advisory bodies for other federal agencies;

• The ability to reach and establish working relationships with other indigenous populations within the U.S., and relevant groups representing their interests;

• The ability to work cooperatively with other tribal organizations and federal agencies,

• Experience and familiarity with various funding vehicles for tribal programs; and

• Familiarity with GAO and its mission.

3. SERVICES DELIVERY SUMMARY

Below is a matrix table listing a summary of the performance objectives and performance thresholds required by GAO in contractor performance.

3.1. Measureable Terms

Performance Requirements Reference Performance Threshold Method of Surveil-lance

Deliverables are timely, thor-ough, in the proper format and are technically accurate.

Para

2.1.1 - 2.1.4

2.2.1.1 - 2.2.1.3 2.3.1

Meet timelines as outlined.

Meet professional writing standards and con-tains relevant content.

Be in the required format (i.e., oral, written, PowerPoint)

100% Inspection

TAC meetings 2.2.1.1 – 2.2.1.2 One meeting the first year of establishment, two meetings in subsequent year after estab-lishment; at least annually in subsequent years.

100% Inspection

Respond to TAC member and GAO requests for assistance or complaints.

Para

2.2.1.1 - 2.2.1.3 2.3.1

Provide professional and timely response within 1 to 2 business days

Member or GAO com-plaint

3.2. Travel

The contractor shall be required to perform periodic travel in support of the TAC. Additionally, the contractor shall be responsible for reimbursing travel costs of TAC members for each meeting. Eligible travel costs for reimbursement will include at a minimum, lodging, ground transportation, airfare, and per diem, and be in accordance with Federal Travel Regulations or Joint Travel Regula-tions per FAR 31.205-46.

3.3. Deliverables

A 5-year contract is anticipated, with deliverables along the following timelines:

Deliverable Reference Delivery Frequency or Projected Com-pletion Date

Format Recipients

Personnel Roster 2.2.1 2.3.1

Within 10 days after contract awarded electronically

MS Word or Adobe PDF

Walter Vance (COR)

Report summarizing the estab-lishment of the TAC.

2.1 - 2.4 Within one month of the establishment of the TAC

MS Word or Adobe PDF

Walter Vance (COR)

Post-TAC meeting follow up items

a. Meeting minutes

b. Survey of TAC and GAO participants

c. Lessons learned summary and briefing

2.2.1.3 As follows:

a. Within two weeks of TAC meeting.

b. Within two weeks of TAC meeting.

c. Within 30 days of TAC meeting.

MS Word or MS Excel

Walter Vance (COR)

Document Number: 05GA0A20Q0012 Page 8 of 24

Quarterly Progress Report on activities to support the TAC meetings and TAC members

2.2, 2.3 The second Friday in the following months: January, April, July, October

MS Word or Adobe PDF

Walter Vance (COR)

3.4. Criteria for Acceptance

All deliverables shall be submitted in a draft format mutually agreed upon by the contractor and GAO. If deliverables are provided in an unacceptable state, the COR will provide feedback within 2 business days and the contractor will have 2 business days to address feedback and resubmit.

4. PERFORMANCE PLAN

Performance will be assessed through the review of deliverables listed in section 3.3. In addition, the CO will conduct annual review of contractor performance using measureable terms listed in section 3.1. Contractors meeting or exceeding performance expectations will be considered for contract renewal. If performance expectations are not met, GAO will not renew the contract.

5. NON-PERSONAL SERVICES

GAO will neither supervise contractor employees nor control the method by which the contractor performs the required tasks. Under no circumstances shall GAO assign tasks to, or prepare work schedules for, individual contractor employees. It shall be the responsib-ility of the contractor to manage its employees and to guard against any actions that are of the nature of personal services, or give the perception of personal services. If the contractor feels that any actions constitute, or are perceived to constitute personal services, it shall be the contractor’s responsibility to notify the CO immediately. These services shall not be used to perform work of a policy/ decision-making or management nature, i.e., inherently Governmental functions. All decisions relative to programs supported by the contractor shall be the sole responsibility of the Government.

6. CONTRACTOR IDENTIFICATION

All contractor/subcontractor personnel shall distinguish themselves from Government employees. When conversing with Government personnel during business meetings, over the telephone or via electronic mail, contractor/subcontractor personnel shall identify them-selves as such to avoid situations arising where sensitive topics might be better discussed solely between Government employees.

Contractors/subcontractors shall identify themselves on any attendance sheet or any coordination documents they may review. Elec-tronic mail signature blocks shall identify their company affiliation. Where practicable, contractor/subcontractors occupying colloc-ated space with their Government program customer should identify their work space area with their name and company affiliation or as a minimum “Contractor” after name.

7. HOURS OF OPERATION

Government agencies will not be available during scheduled federal holidays, inclement weather, weekends, or after duty hours. All chargeable work will be directly attributable to the task being performed by the individual.

8. APPENDICES

8.1. Relevant Publications and Regulations

The TAC meeting is not required by law or policy. As a legislative branch agency, GAO is not covered by the Federal Advisory Com-mittee Act (FACA), 5 U.S.C. Appendix 2, section 3(2), which governs the establishment, operation, and termination of advisory com-mittees in the executive branch of the U.S. Government.

2 Tribal Advisory Fee Schedule

Tribal Advisory Council Schedule Fee

RFQ No 05GA0A20Q0012

BaseYear: Date of Award through 12 months (2020-2021)

Description Unit Rate Extended Cost Service to Establish TAC Unit

Pre-TAC Meeting Logistics 1 Meeting Day Coordination 1 Meeting Space Rental 1 Ongoing Logistical and Administrative Support 1 Post-TAC Meeting Follow-up 1

Document Number: 05GA0A20Q0012 Page 9 of 24

Travel for 12 Elected or Appointed Officials 12 Travel for 3 at large Officials 3 Travel for 2 TAC Contractors 2 Total Cost Base Year $

Option Year One:

(2021-2022) Description Unit Rate Extended Cost

Service to Establish TAC Unit

Pre-TAC Meeting Logistics 1 Meeting Day Coordination 1 Meeting Space Rental 1 Ongoing Logistical and Administrative Support 1 Post-TAC Meeting Follow-up 1

Travel for 12 Elected or Appointed Officials 12 Travel for 3 at large Officials 3 Travel for 2 TAC Contractors 2 Total Cost Option Year One $

Option Year Two:

(2022-2023)

Description Unit Rate Extended Cost Service to Establish TAC Unit

Pre-TAC Meeting Logistics 1 Meeting Day Coordination 1 Meeting Space Rental 1 Ongoing Logistical and Administrative Support 1 Post-TAC Meeting Follow-up 1

Travel for 12 Elected or Appointed Officials 12 Travel for 3 at large Officials 3 Travel for 2 TAC Contractors 2 Total Cost Option Year Two $

Option Year Three:

(2023-2024)

Description Unit Rate Extended Cost Service to Establish TAC Unit

Pre-TAC Meeting Logistics 1 Meeting Day Coordination 1 Meeting Space Rental 1 Ongoing Logistical and Administrative Support 1 Post-TAC Meeting Follow-up 1

Travel for 12 Elected or Appointed Officials 12 Travel for 3 at large Officials 3 Travel for 2 TAC Contractors 2 Total Cost Option Year Three $

Option Year Four:

(2024-2025)

Document Number: 05GA0A20Q0012 Page 10 of 24

Description Unit Rate Extended Cost Service to Establish TAC Unit

Pre-TAC Meeting Logistics 1 Meeting Day Coordination 1 Meeting Space Rental 1 Ongoing Logistical and Administrative Support 1 Post-TAC Meeting Follow-up 1

Travel for 12 Elected or Appointed Officials 12 Travel for 3 at large Officials 3 Travel for 2 TAC Contractors 2 Total Cost Option Year Four $

Grand Total (Base and Option Years) $

3 INSTRUCTIONS, CONDITIONS, AND NOTICE TO THE VENDORS

SECTION IV -

1. General Instructions and Information This section provides general guidance for preparing quotations as well as specific instructions on format and content. Vendors’ quo-tations must include all information requested and must be submitted in accordance with these instructions. It is the Vendor’s respons-ibility to ensure the completeness of the quotation. Inconsistencies among the parts of each quotation shall be explained. Any unex-plained inconsistency may raise a fundamental question of the Vendor’s understanding of the requirement and/or ability to perform.

With respect to price, the burden of proof for price credibility rests with each Vendor. Failure to furnish a complete quotation, at the time of submission, may result in the quotation being eliminated from consideration for award.

2. QUESTIONS AND POINT OF CONTACT

Address all questions or concerns in writing and submit them electronically to the Contract Specialist, Cassandra Porter-Hickman at Porterhickmanc@gao.gov and Contracting Officer, Theresa Booker at BookerT@gao.gov. All inquiries must be made in writing and submitted electronically to the below e-mail addresses by September 17, 2020, 5:00PM EST. Please make sure you annotate Ques-tions: Request for Quotation (RFQ) Number 05GA0A20Q0012 in the subject line. An amendment will be issued to respond to ques-tions.

Contract Specialist:

Ms. Cassandra Porter-Hickman Phone: 202-512-4073 Email: porterhickmanc@gao.gov

Contracting Officer:

Ms. Theresa Booker Phone: 202-512-8550 Email: bookert@gao.gov

3. QUOTATION SUBMISSION DATE

Unless otherwise noted, quotations are due no later than 05:00PM EST, on October 5, 2020, submitted in accordance with the in-structions herein. All quotations must be submitted via email. Late quotations may be rejected from consideration. It is the Vendor’s responsibility to confirm the Government has received the quotation.

Quotation: The Vendor’s quotation shall include the following:

a) Signed copy of the Standard Form 1449.

b) Signed copy of the Standard Form 30 of any amendments issued against this RFQ.

c) Vendor’s DUNS number, Cage Code, and Tax ID number.

d) Technical Quotation

e) Price Quotation

Document Number: 05GA0A20Q0012 Page 11 of 24

f) Non-Disclosure Agreement

4. QUOTATION CLARITY

The quotation shall be clear, concise, and include sufficient detail for effective evaluation and for substantiating the validity of stated claims. The quotation shall not simply rephrase or restate the Government’s requirements, but rather shall provide convincing ra-tionale to address how the Vendor intends to meet the requirements. The Vendor shall also provide a matrix cross-referencing back to the requirements documents. The Vendor shall assume that the Government has no prior knowledge of the Contractor’s capabilities and experience, and will base its evaluation on the information presented in its quotation. The Government intends to make award on the basis of the initial quotations received, without conducting discussions. Although, the Government reserves the right to conduct discussions, if deems if it is in the best interest.

5. RESTRICTIONS ON DISCLOSURE AND USE OF QUOTATION

A quotation may include data, such as technical designs or concepts, financial data, or management plans that the Vendor does not want disclosed to the public for any reason, or used by the Government for any purpose other than quotation evaluation and contract award. If the Vendor wishes to restrict the quotation, the Vendor shall mark it accordingly.

6. DISPOSITION OF QUOTATION

In accordance with FAR Subpart 4.8, Government Contract Files, the Government will retain the “original” copy of all quotations and supplemental documents provided. Unless the Vendor requests otherwise, at the completion of this acquisition the Government will destroy all extra copies of quotations and additional documents submitted.

7. QUOTATION FORMAT/INFORMATION

7.1 Pages submitted in excess of specified limitations will not be evaluated by GAO.

• Volume I – Technical (20 page limit)

• Volume II – Past Performance

• Volume III – Price

Pages shall be 8 ½ x 11”, with at least one (1) inch margins on all sides, using Arial or Times New Roman font with no less than 12 point size type for all body text. The text and numbers used in MS Excel cells shall use Times New Roman font with a minimum of 10 point size type or larger. Text used in graphics (including those in MS Excel graphs/carts) shall use Times New Roman font with a minimum of 8 point size type or larger; graphics must be able to be printed and copied in pure black and white. Fold out pages shall count as two (2) pages. Graphics shall count towards page limitations. Pages shall be consecutively numbered.

It is to be noted that no price information shall be contained within in the Technical Volume (1) or the Past Performance Volume (2). Price Information shall be contained only in the Price Volume (3).

7.2 ELECTRONIC SUBMISSION

All quotations shall be submitted via email. The electronic copies of the quotations shall be submitted in a format readable and usable by Microsoft 2000 Office suite (MS Word, Ms Excel, PowerPoint). Hidden fields, comments, macros, etc., shall be omitted. The files shall be consistent and uniformly named to allow for easy distinction by Volume, Tab, etc. Inclusion of company name or abbrevi-ation is acceptable.

7.3 CLASSIFIED INFORMATION

Quotations shall not contain classified information.

7.4 EXCEPTIONS OR ASSUMPTIONS TO TERMS AND CONDITIONS

Vendors are advised that taking exception to any of the requirements specified in this solicitation may result in the quotation being found unacceptable. The Government reserves the right to award without discussions. All assumptions/clarifications must be final-ized prior to award. If the Vendor still finds it necessary to take exceptions to any of the requirements specified in this solicitation, clearly indicate each exception in the appropriate volume and section along with a complete explanation of why the exception was taken and what benefit accrues to the Government. All exceptions to the solicitation requirements and all attachments and supporting rational shall be identified as such and consolidated into an overview section of the subject volume. An overview section is only re-quired if the Vendor takes exception to any requirement in the solicitation.

8. QUOTATION CONTENT

8.1 GENERAL

VOLUME I – TECHNICAL SOLUTION

The Vendor’s Technical Solution shall be specific and complete. Legibility, clarity, and coherence are very important. The Technical Solution shall state how successful partnership with the Government will be established in accomplishing/satisfying the requirement in

Document Number: 05GA0A20Q0012 Page 12 of 24 accordance with the PWS. Do not merely reiterate the objectives or reformulate the requirements specified in the solicitation. The Technical Solution quotation shall not include price information, classified information, or “For Official Use Only” information. The Technical Solution quotation shall present a clear, concise description of how the Vendor plans to implement and manage the efforts described in the performance work statement, what resources will be used and how the work will be performed. (Note: Resumes shall not exceed a 2-page limitation and will count towards the overall page-count of the technical volume).

The Vendor's demonstrated technical ability (to include capability and approach) shall be assessed to determine the likelihood the Vendor can successfully perform the requirements set forth in Section 2 of the PWS. Background checks and independence checks shall be required of vendors.

VOLUME II - PAST PERFORMANCE SECTION

9.1 GENERAL

The Vendor shall provide information (Narratives) on a maximum of three (3) relevant contracts or orders that the Vendor performed recently (in-progress or completed within the last five (5) years). Relevance will be determined by a comparison of the scope, size and complexity with the requirements set forth in this RFQ. In addition to these Narratives, Vendors may also submit information regard-ing predecessor companies, key personnel who have performed under relevant contracts, and subcontractors that will perform major or critical aspects of the requirement.

Furthermore, as noted below, Vendors must ensure that the Past Performance Questionnaires (PPQs) (Attachment 1) submitted are for the same contracts cited by the Vendor references in this Narrative section. As a supplement to the PPQ, the Government may, but is not required to obtain information from the Contractor Performance Assessment Reporting System (CPARS) as well as other Govern-ment reports, and the Government's own knowledge. However, contracts for which both the Narrative information in this section and a Past Performance Questionnaire are not submitted will not be evaluated for past performance. A Vendor without a past performance record will receive a neutral past performance rating.

9.2 CONTENT OF PAST PERFORMANCE SECTION

The Vendor must provide the information requested below for past performance evaluation or affirmatively state that it possesses no relevant, directly-related or similar past performance experience.

The Vendor’s Past Performance Section shall contain the following:

1. Table of Contents

2. Past Performance Narrative

3. Past Performance Questionnaire

9.3 TABLE OF CONTENTS

The Table of Contents shall list all documents contained in the Past Performance Volume, but will not be counted toward applicable page limits.

The Vendor shall provide the following:

A narrative for up to three (3) projects, describing your company’s past performance providing similar services over the last 5 years.

Customer reference data shall include:

1. Name of the Federal, State, or Local Organization:

2. Point of contact with the customer – name, phone number, and email;

3. Date of award; and Period of Performance.

The Vendor shall submit one electronic copy of its Past Performance Volume II.

9.4 PAST PERFORMANCE REFERENCES

The past performance questionnaires will form the basis of the Government's evaluation concerning the Vendor's quality of past per-formance. The Vendor is responsible for the distribution, submission, and tracking of the Past Performance Questionnaire that is in-clued as an Attachment in Section VI. These questionnaires must be completed by the references the Vendor cites in the Past Per-formance documents. The Vendor shall exert its best efforts to ensure that at least two points of contracts (Procuring Contracting Of-ficer, Program/Project Manager, Administrative Contracting Officer, or equivalent) per relevant contract completed Past Performance Questionnaires. Each of the listed points of contact shall directly email the completed Past Performance Questionnaire to Ms. Cas-sandra Porter-Hickman at Porterhickmanc@gao.gov and Ms. Theresa Booker at Bookert@gao.gov. Once the Past Performance Ques-tionnaires are completed, the information contained therein shall be considered sensitive and shall not be released.

Document Number: 05GA0A20Q0012 Page 13 of 24

GAO reserves the right, bus is not obligated to obtain information for use in the evaluation of past performance from any and all sources, including sources outside of the Government. Additional information may be obtained from the Past Performance Informa-tion Retrieval System (PPIRS) as well as other Government reports.

STEP 1 - RELEVANCE

Each reference shall be evaluated for relevancy based on the scope and magnitude of effort and complexities or the work performed and how it compares to the services and technical requirements identified in the Performance Work Statement of this solicitation.

STEP 2 - QUALITY

To determine how well the Vendor has performed in the past, the Government is using past performance rating information available in the Past Performance Retrieval System (PPIRS), information provided by references, as well as information obtained by other sources known to the Government.

VOLUME III - PRICE

The Vendor must complete all contact line item in Section II, Pricing Schedule. The Government will evaluate the quotation’s total price including option prices as indicated in the pricing schedule.

NOTE: The Government intends to make award without discussions, but reserves the right to conduct discussions if it deems it is in the Government’s best interest. If the Contracting Officer establishes a competitive range for the conduct of discussions and determ-ines that the number of quotations in the competitive range exceeds the number at which an efficient competition can be conducted, the Contracting Officer shall limit the number of quotations in the competitive range to the greatest number that will permit an effi-cient completion among the most highly rated quotations.

Proposed prices will be evaluated. The price evaluation will determine whether the proposed prices ae complete and reasonable in re-lation to the requirements of the Statement of Work. The price volume shall include the Contractor Pricing table in accordance with the solicitation.

SECTION IV - EVALUATION OF QUOTATION

BASIS FOR CONTRACT AWARD

Award will be made to the Vendor which presents the overall best value to the Government using a best value tradeoff evaluation pro-cess.

In determining which quotation provides the best value to the Government, an integrated evaluation and assessment of quotations will be conducted. The evaluation will consist of three factors listed in descending order of importance: Technical, Past Performance and Price. Technical is significantly more important than Past Performance and Price. Technical and past performance together are more important than price.

Based upon the results of the integrated assessment of the technical, past performance and price volumes, the Government may make an award to other than the lowest-priced Vendor or the Vendor with the highest technical score if the Contracting Officer determines that to do so would result in the best value to the Government.

SECTION V – ATTACHMENTS

1. Non-Disclosure Agreement

2. Past Performance Questionnaire

Section 2 - Contract Clauses

2 Contract Clauses and GAO Clauses

CONTRACT CLAUSES:

52.252-2 - Clauses Incorporated by Text This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon re-quest, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/ these addresses:

Document Number: 05GA0A20Q0012 Page 14 of 24 www.Acquisitions.gov

52.202-1 Definitions.

52.203-5 Covenant Against Contingent Fees. (JUN 2020)

52.203-6 Restrictions on Subcontractor Sales to the Government. (JUN 2020)

52.203-6 Restrictions on Subcontractor Sales to the Government. Alt I (JUN 2020)

52.203-7 Anti-Kickback Procedures. (JUN 2020)

52.203-17 Contractor Employee Whistleblower Rights and Requirement To Inform Employees of Whistleblower Rights. (JUN 2020)

52.204-19 Incorporation by Reference of Representations and Certifications. (DEC 2014) 52.212-3 Offeror Representations and Certifications-Commercial Items. (Aug 2020) 52.212-4 Contract Terms and Conditions-Commercial Items. (Oct 2018)

52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders-Commercial Items. (Aug

2020)

(End of clause)

52.216-1 Type of Contract. (APR 1984) The Government contemplates award of a Firm Fixed Price contract resulting from this solicitation.

(End of provision)

52.216-24 Limitation of Government Liability. (Apr 1984)

(a) In performing this contract, the Contractor is not authorized to make expenditures or incur obligations exceeding

__$570,000.00_ dollars.

(b) The maximum amount for which the Government shall be liable if this contract is terminated is _$45,000.00_ dollars.

(End of clause)

52.216-25 Contract Definitization. (Oct 2010)

(a) A _Firm Fixed Price__ definitive contract is contemplated. The Contractor agrees to begin promptly negotiating with the Con-tracting Officer the terms of a definitive contract that will include (1) all clauses required by the Federal Acquisition Regulation (FAR) on the date of execution of the letter contract, (2) all clauses required by law on the date of execution of the definitive contract, and (3) any other mutually agreeable clauses, terms, and conditions. The Contractor agrees to submit a _firm fixed price_ proposal, including data other than certified cost or pricing data, and certified cost or pricing data, in accordance with FAR 15.408, Table 15-2, support-ing its proposal.

(b) The schedule for definitizing this contract is [insert target date for definitization of the contract and dates for submission of proposal, beginning of negotiations, and, if appropriate, submission of make-or-buy and subcontracting plans and certified cost or pri-cing data:________________________________________________________________________________________________________

(c) If agreement on a definitive contract to supersede this letter contract is not reached by the target date in paragraph (b) of this section, or within any extension of it granted by the Contracting Officer, the Contracting Officer may, with the approval of the head of the contracting activity, determine a reasonable price or fee in accordance with subpart 15.4 and part 31 of the FAR, subject to Con-tractor appeal as provided in the Disputes clause. In any event, the Contractor shall proceed with completion of the contract, subject only to the Limitation of Government Liability clause.

(1) After the Contracting Officer’s determination of price or fee, the contract shall be governed by-

(i) All clauses required by the FAR on the date of execution of this letter contract for either fixed-price or cost-re-imbursement contracts, as determined by the Contracting Officer under this paragraph (c);

(ii) All clauses required by law as of the date of the Contracting Officer’s determination; and

(iii) Any other clauses, terms, and conditions mutually agreed upon.

(2) To the extent consistent with paragraph (c)(1) of this section, all clauses, terms, and conditions included in this letter con-tract shall continue in effect, except those that by their nature apply only to a letter contract.

(End of clause)

52.217-5 Evaluation of Options. (JULY 1990)

Except when it is determined in accordance with FAR 17.206(b) not to be in the Government’s best interests, the Government will

Document Number: 05GA0A20Q0012 Page 15 of 24 evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement. Evaluation of options will not obligate the Government to exercise the option(s).

(End of provision)

52.217-8 Option to Extend Services. (NOV 1999)

The Government may require continued performance of any services within the limits and at the rates specified in the contract. These rates may be adjusted only as a result of revisions to prevailing labor rates provided by the Secretary of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder shall not exceed 6 months. The Contracting Of-ficer may exercise the option by written notice to the Contractor within 15 days.

(End of clause)

52.217-9 Option to Extend the Term of the Contract. (Mar 2000)

(a) The Government may extend the term of this contract by written notice to the Contractor within 30 days; provided that the

Government gives the Contractor a preliminary written notice of its intent to extend at least 30 days before the contract expires. The preliminary notice does not commit the Government to an extension.

(b) If the Government exercises this option, the extended contract shall be considered to include this option clause.

(c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed 66 months.

(End of clause)

52.222-50 Combating Trafficking in Persons. (JAN 2019)

(a) Definitions. As used in this clause- Agent means any individual, including a director, an officer, an employee, or an independent contractor, authorized to act on be-half of the organization.

Coercion means-

(1) Threats of serious harm to or physical restraint against any person;

(2) Any scheme, plan, or pattern intended to cause a person to believe that failure to perform an act would result in serious harm to or physical restraint against any person; or

(3) The abuse or threatened abuse of the legal process.

Commercial sex act means any sex act on account of which anything of value is given to or received by any person.

(1) Any item of supply (including construction material) that is-

(i) A commercial item (as defined in paragraph (1) of the definition at FAR2.101);

(ii) Sold in substantial quantities in the commercial marketplace; and

(iii) Offered to the Government, under a contract or subcontract at any tier, without modification, in the same form in which it is sold in the commercial marketplace; and

(2) Does not include bulk cargo, as defined in46 U.S.C. 40102(4), such as agricultural products and petroleum products.

“Commercially available off-the-shelf (COTS) item” means- Debt bondage means the status or condition of a debtor arising from a pledge by the debtor of his or her personal services or of those of a person under his or her control as a security for debt, if the value of those services as reasonably assessed is not applied to-ward the liquidation of the debt or the length and nature of those services are not respectively limited and defined.

Employee means an employee of the Contractor directly engaged in the performance of work under the contract who has other than a minimal impact or involvement in contract performance.

Forced Labor means knowingly providing or obtaining the labor or services of a person-

(1) By threats of serious harm to, or physical restraint against, that person or another person;

(2) By means of any scheme, plan, or pattern intended to cause the person to believe that, if the person did not perform such labor or services, that person or another person would suffer serious harm or physical restraint; or

(3) By means of the abuse or threatened abuse of law or the legal process.

Involuntary servitude includes a condition of servitude induced by means of-

(1) Any scheme, plan, or pattern intended to cause a person to believe that, if the person did not enter into or continue in such conditions, that person or another person would suffer serious harm or physical restraint; or

(2) The abuse or threatened abuse of the legal process.

Recruitment fees means fees of any type, including charges, costs, assessments, or other financial obligations, that are associated with the recruiting process, regardless of the time, manner, or location of imposition or collection of the fee.

(1) Recruitment fees include, but are not limited to, the following fees (when they are associated with the recruiting process) for-

(i) Soliciting, identifying, considering, interviewing, referring, retaining, transferring, selecting, training, providing orienta-tion to, skills testing, recommending, or placing employees or potential employees;

(ii) Advertising

(iii) Obtaining permanent or temporary labor certification, including any associated fees;

(iv) Processing applications and petitions;

(v) Acquiring visas, including any associated fees;

Document Number: 05GA0A20Q0012 Page 16 of 24

(vi) Acquiring photographs and identity or immigration documents, such as passports, including any associated fees;

(vii) Accessing the job opportunity, including required medical examinations and immunizations; background, reference, and security clearance checks and examinations; and additional certifications;

(viii) An employer's recruiters, agents or attorneys, or other notary or legal fees;

(ix) Language interpretation or translation, arranging for or accompanying on travel, or…