LIHEAP ACF 89247 RFP.docx

SECTION 1.0: COSTS AND PERIOD OF PERFORMANCE

1.1 Supplies or Services and Prices/Costs

In consideration of performance of the work described in Section C, Statement of Work, the Contractor shall be reimbursed the NTE of $______ as follows:

Payment Schedule

Deliverable Amount

Base Year

Option Year 1

Option Year 2

1.2 Period of Performance

Period of Performance shall be one base year with two option years for this Time-and-Materials, Contract:

Base Year September 30, 2012 – September 29, 2013 Option Year 1 September 30, 2013 – September 29, 2014 Option Year 2 September 30, 2014 – September 29, 2015

SECTION 2.0: STATEMENT OF WORK

2.1 BACKGROUND

The Low Income Home Energy Assistance Program (LIHEAP) is a block grant authorized by the Omnibus Reconciliation Act of 1981 (OBRA), as amended, and administered within the Department of Health and Human Services (DHHS). In DHHS, LIHEAP is administered by the Division of Energy Assistance (DEA) within the Office of Community Services (OCS), which is a part of the Administration for Children and Families (ACF). The purpose of LIHEAP is to provide grants to LIHEAP grantees (States, Territories, and approximately 140 Indian Tribes and Tribal organizations) to assist low income households in meeting the costs of home energy.

Section 2609A(a) of the Low Income Home Energy Assistance Act of 1981 (title XXVI of Public Law 97-35, the Omnibus Reconciliation Act of 1981, 42 U.S.C. 8621, as amended), authorizes the Secretary of the Department of Health and Human Services to set aside up to $300,000 each fiscal year to make grants to State and public agencies and private nonprofit organizations; or to enter into contracts or jointly financed cooperative arrangements with States and public agencies and private nonprofit organizations, to provide training and technical assistance related to the Low Income Home Energy Assistance Program (LIHEAP).

The Consolidated Appropriations Act, Public Law 112-74 (2011) appropriated $3.4 billion for the FY 2012 LIHEAP program and included the following additional provision:

“Provided further, That notwithstanding section 2609A(a), of the amounts appropriated under section 2602(b), not more than $3,000,000 of such amounts may be reserved by the Secretary for technical assistance, training, and monitoring of program activities for compliance with internal controls, policies and procedures.”

The overall mission, goals and objectives of OCS are as follows:

(1) Mission: To work in partnership with states, communities, and other agencies to provide a range of human and economic development services and activities which ameliorate the causes and characteristics of poverty and otherwise assist persons in need.

(2) Goals: To increase the capacity of individuals and families to become self-sufficient, to revitalize communities, and to build the stability and capacity of children, youth, and families so that they become able to create their own opportunities.

(3) Objectives:

· To provide financial resources through block grant initiatives for planning, coordination, management, provision of services and physical renovation;

· To provide related instructional materials to support planning, program development, resource identification and coordination as well as the deployment and management of economic development efforts and social service support activities;

· To leverage Federal, State and local resources through inter-agency agreements and public/private partnerships; and

· To disseminate information regarding the results and effectiveness of the discretionary and block grant activities.

2.2 PURPOSE

ACF is soliciting a contract to supplement and enhance the financial and programmatic reviews of LIHEAP grantees identified by OCS. The Contractor shall be responsible for providing a team of qualified staff (to include, but not limited to auditors, accountants, financial management analysts, program specialists) to conduct on-site and in-house compliance reviews of grantee programs under the LIHEAP block grant. Additionally, the Contractor shall provide a team of qualified personnel to work with ACF Federal staff to recommend improvements to the design of the LIHEAP monitoring system, protocols and the performance of compliance reviews.

The objective of this contract is to acquire the necessary resources to conduct LIHEAP reviews in accordance with Federal requirements.

a. The objective of such reviews shall be to:

(1) monitor, including the provision of technical assistance, and identify any programmatic (including eligibility), financial, personnel, procurement, travel, budget, and property systems weaknesses to ensure the intended outcome of which the LIHEAP grant is awarded; and

(2) assess the program integrity of the grantee in the course of such monitoring, to include systems, internal controls and procedures to detect and deter waste, fraud and abuse.

b. Successful completion of this contract shall improve the ACF’s administration of the LIHEAP block grant, thereby enhancing ACF’s stewardship of taxpayer money. Outcomes may include issuance of compliance review reports that contain recommendations to provide financial and programmatic assistance to help grantees in the corrective action process, as well as provide adequate support for decisions to disallow funds or withhold funding of existing grants in those instances where the grantee has not clearly and convincingly demonstrated satisfactory progress in accomplishing stated goals and objectives in its annual plan application for funding.

c. It is expected that the reviews will help OCS to establish internal controls that ensure grantees and sub-grantees are effectively and efficiently compliant with the applicable laws and regulations and are able to effectively implement the LIHEAP block grant.

d. The Contractor is expected to design and implement a process that prioritizes the monitoring activities that OCS plans to conduct. The Contractor is also expected to design and implement the system and protocols for OCS to utilize to conduct reviews, expand capacity to perform reviews, and enhance follow up activities.

2.3 STATEMENT OF WORK

The Contractor shall be directly responsible for ensuring the accuracy, timeliness and completion of all tasks under this effort. The Contractor shall further ensure that the deliverables specified comply with Section 508 of the Rehabilitation Act of 1973 (29 U.S.C. 794d), as amended (Section 508 compliant), as specified in SCHEDULE OF DELIVERABLES. Section 508 standards are further described and referenced in SECTION 508 COMPLIANCE STANDARDS:

Specifically, the Contractor shall engage in the following:

Task 1 Kick-Off Meeting (BASE YEAR ONLY) During the Base Year, the Contractor shall participate in a project kick-off meeting to be convened by OCS within two weeks of contract award. Participants shall include staff and relevant representatives of the Contractor organization. The meeting shall be a forum for commencing communication between OCS and the Contractor, introducing key personnel, and establishing communication and project ground rules. At such meeting, the Contractor and OCS shall discuss how personnel will be supervised and monitored to assure efficient, accurate and effective work.

Prior to the Kick-Off Meeting, the Contractor shall submit a briefing memo to the Contracting Officer ‘s Representative (COR) that provides suggested agenda items, discussion topics, issues to be covered during the meeting and copies of all exhibits and other materials it will present at the meeting.

Following the meeting, the Contractor shall develop a memorandum that documents and reviews major issues discussed at the meeting, all decisions made, any open or pending issues, and all other relevant information. The memorandum shall be submitted to the COR for review and approval no later than two weeks after the meeting date.

Discussion with Project Director (OPTION YEARS ONE AND TWO) During Option Year One and Option Year Two, if HHS elects to exercise such Option Year, the Contractor’s Project Director and the COTR shall discuss the lessons learned and other issues from the previous year and recommend changes where appropriate.

Task 2 (BASE YEAR ONLY) Recruit and Assign Staff The Contractors shall recruit and assign five (5) persons to fill the positions and submit to the COR descriptions of how such persons meet the requirements specified below. The Contractor may use a Sub-Contractor to fill such positions. The requirements of such positions are as follows:

(1) Financial Auditors- Two (2) Individuals should have the following credentials:

(a) A certificate as Certified Public Accountant or a Certified Internal Auditor, or equivalent, obtained through written examination; and

(b) one or more of the following:

i. A degree in accounting; or a degree in a related field such as business administration, finance, or public administration that included or was supplemented by 24 semester hours in accounting. The 24 hours may include up to six hours of credit in business law (The term 'accounting' refers to both, accounting and/or auditing); or

ii. A combination of education and experience that includes at least four years of experience in accounting and at least 36 semester hours of college level course work in accounting or auditing courses of appropriate type and quality including up to six hours of business law, and priority should be given to those having experience in auditing and monitoring nonprofit organizations that receive Federal grants.

(2) Financial Analysts- Two (2) individuals who have the following credentials:

(a) A degree in accounting; or a degree in business administration, finance, or public administration that included or was supplemented by 24 semester hours in accounting, financial management, or financial analysis; or

(b) The following combination of education and experience

i. One or more of the following types:

A. Twenty-four semester hours in financial management courses of appropriate type and quality, including up to 6 hours of business law; or B. A certificate as Certified Public Accountant or a Certified Internal Auditor, obtained through written examination;

ii. At least 4 years of experience in financial management or financial analysis; or

iii. A combination of financial management or financial analysis experience, college-level education, and training that provided professional financial management or financial analysis knowledge equivalent to that of 4 years of experience in financial management or financial analysis.

(3) Program Specialist-One (1) Individual should have the following credentials:

(a) A degree in behavioral or social science; or related disciplines appropriate to the position.

Or Combination of education and experience -- that provided the applicant with knowledge of one or more of the behavioral or social sciences equivalent to a major in the field.

Or Four years of appropriate experience that demonstrated that the applicant has acquired knowledge of one or more of the behavioral or social sciences equivalent to a major in the field; and

(b) Additional Qualification Requirements: One or more years of specialized experience that meets the following criteria:

A. Meets the criteria for GS-11 in the Federal Service;

B. Consists of duties directly related to the position to be filled; and C. Includes experience in planning, designing, and conducting studies on the social-behavioral aspects of health related to public health.

Task 3 Financial Analysis, Program Analysis and Risk Assessment Conduct appropriate financial and program analyses of the grantees of the LIHEAP program in order to determine and prioritize compliance reviews and visits.

The financial and program analysis shall be conducted annually with Federal personnel initially, but may be conducted independently by the Contractor at a later date, once approved by OCS, to assist in the development and prioritizing of the schedule of 10 – 15 monitoring reviews or visits in the Base Year and 15 – 20 monitoring reviews or visits in Option Years One and Two. The methodology of such analyses and the identities of the grantees to be analyzed shall be subject to OCS approval.

The analysis shall combine subjective and objective data from a number of sources including, but not limited to the following:

(a) OCS program analyst reviews of grantee program plans and reports, and review of lists of agencies identified as at risk by other ACF programs.

(b) An analysis of A-133 audits from the Federal Audit Clearing House.

(c) States’ annual LIHEAP plans;

(d) Subjective input about the grantee from the Contractor’s, or, if appropriate, Sub-Contractor’s staff.

(e) Other subjective input from the OCS program staff.

The Contractor shall assist OCS in the development of a database that increases the efficiency and effectiveness of program monitoring activities.

The Contractor shall prepare a clear and accurate report on such analyses. Such report shall present the results of such analyses, the review priority recommendations that descend from such analyses, and the justifications for such recommendations based upon such reviews.

Task 4 Logistical Support

Maintain information maintenance system for arranging logistical support for Contractor personnel to conduct compliance reviews of LIHEAP grantees (i.e., states, tribes and tribal organizations and territories) and other eligible entities (sub-grantees) contracted to administer LIHEAP (such as community action agencies (CAAs). The Contractor shall conduct 10 – 15 such reviews in the Base Year and 15 – 20 such reviews in Option Years One and Two.

· Contractor shall plan the schedule on which the monitoring reviews will be conducted on a triennial basis upon data from task 3.

· In consultation with federal staff in DEA, Contractor shall discuss and map out strategies for selection of grantees, to include:

· 10 to 15 reviews in the base year (FFY 2013);

· 15 to 20 reviews in option years (FFY 2014 and FFY 2015); and

· Which reviews will be conducted (a) on-site or (b) in-house

· Grantee reviews shall be based on a structured review process that prioritizes the monitoring activities that OCS plans to conduct. Such process, part of which is covered in Task 4, includes verification that the Grantee meets all assurances included in LIHEAP plans, as well as verification that the Grantees (and selected sub-grantees (CAAs) as part of the State reviews) are compliant with the LIHEAP Act, block grant regulations, OMB circulars, and the Code of Federal Regulations.

· The duration of each trip shall be determined by the COR based on monitoring plans and objectives. The Contractor retains responsibility for arranging airfare, transportation, lodging and per diem payments for meals and incidental expenses. Each Contractor on official travel shall be required to bring a lap-top computer fully compatible with HHS-ACF systems. Where such service is available, the monitoring/audit staff shall be required to maintain contact with other team members and OCS through the use of cell phones and wireless or local internet access.

Task 5 Planning

Gather background information on and determine the scope of monitoring for 10 – 15 such reviews in the Base Year and 15 – 20 such reviews in Option Years One and Two.

This task shall be conducted in conjunction with Federal personnel initially, but may be conducted independently at a later date once approved by OCS. It may apply to in-house reviews as per OCS’ specifications. The scope and methodology of each such review shall be subject to OCS approval.

Planning should include:

(a) Provide assistance in the design of the systems and protocols; including the methodology and procedures to detect significant violations of legal and regulatory requirements, contract provisions, or grant agreements; that will be used to conduct the reviews;

(b) Provide assistance in the identification of potential sources of data that could be used as evidence for the reviews;

(c) Provide assistance in determining, for the reviews, whether the work of other auditors and experts may be used to satisfy some of the compliance review objectives;

(d) Provide appropriate and sufficient experienced staff and other resources to perform the on-site reviews;

(e) Communicating general information concerning the planning and performance of the review to management officials responsible for the programs that are subject to the on-site reviews and others as applicable.

The reviewers (including auditors or financial analysts) shall review the plan to ensure that the following are included:

1. Grantee Assessment Objectives. Compliance review objectives can be thought of as questions about the program that reviewers seek to answer.

2. Scope. Scope is the boundary of the review and should be directly tied to the review objectives. For example, the scope defines parameters of the review such as the period of time reviewed, the availability of necessary documentation or records, and the locations at which field work shall be performed.

3. Methodology. Reviewers should design the methodology to provide sufficient, competent, and relevant evidence to achieve the objectives of the review. Methodology includes both the types and extent of review procedures used to achieve the review objectives.

The reviewers shall conclude the planning with a memorandum addressed to the selected grantees, announcing the review objectives, scope, and methodology and of the reviewers’ basis for those decisions.

Task 6 Compliance Reviews Conduct 10 – 15 compliance reviews to monitor grantees’ fiscal and programmatic performance in the Base Year and 15 – 20 such reviews in Option Years One and Two. The reviews shall be conducted primarily via site visits to the grantees’ LIHEAP offices and other related offices (including a sample of sub-grantees). A portion of the reviews may be conducted as desk reviews which are done remotely via teleconference, per the approval of the OCS COR.

This task shall be conducted in conjunction with Federal personnel initially, but may be conducted independently later, once approved by OCS. It shall apply to LIHEAP grantees and, where appropriate, sub-grantees or Contractors of such grantees. The purpose of the reviews shall be as follows:

· To monitor such parties;

· To provide technical assistance to such parties;

· To identify any programmatic, financial, personnel, procurement, travel, budget, and property systems weaknesses that may prevent such parties from achieving the intended outcome of which the LIHEAP grant is awarded;

· To sample client files to determine accuracy of eligibility and benefit determinations;

· To review parties based on unexpected emergency changes affecting their LIHEAP programs, e.g., fraud investigations, significant personnel and/or leadership changes, major changes in capacity to administer the program, etc.

· To assess, in the course of such visits, the program integrity of such parties--including systems, internal controls and procedures to detect and deter waste, fraud and abuse; and

· To evaluate compliance with LIHEAP statute [42 U.S.C. § 8621-8630) and block grant regulations (45 C.F.R. Part 96); OMB Circulars and other Federal requirements.

In providing technical assistance, the Contractor shall collaborate with grantees and, if appropriate, sub-grantees or Contractors, to ensure that programs meet statutory requirements, achieve performance outcomes, and submit timely and accurate data for grant reports, performance management, and program evaluations.

All such visits shall use the Government standards for reviews published by the U.S Government Accountability Office (GAO), unless otherwise specified.

The Contractor shall conduct reviews or evaluations that encompass a wide variety of objectives, including objectives related to assessing:

· The effectiveness and efficiency of grantee project operations;

· The reliability of financial reporting, including reports on budget execution and other reports for internal and external use;

· Compliance with applicable laws and regulations, provisions of contract, or grant agreements (especially eligibility);

· The safeguarding of assets; and

· The accuracy and quality of the data that the grantee reports to DEA for the LIHEAP Annual Report to Congress.

Reviewers shall consider the results of previous reviews and evaluations and follow up on known significant findings and recommendations.

Reviewers also shall document and report suspected fraud, illegal acts, and violations of provisions of grant agreements directly to State and Federal Officials.

Until directed otherwise by the COR, the Contractor shall submit to the COR monthly reports that cover grantee concerns, issues affecting monitoring performance, and issues affecting cost. The Contractor shall submit such reports on a monthly basis within 10 days of the end of the month covered by the report.

Task 7 Documentation/Working Papers Conduct and document fieldwork in accordance with GAO’s standards, OCS protocols and any other requirements that OCS specifies; Federal requirements and guidance for each site visit.

This task shall be conducted in conjunction with Federal personnel initially, but shall be conducted independently later, once approved by OCS. The fieldwork shall be documented through appropriate working papers that are consistent with those used by OCS personnel, which are also consistent with the Government standards for performance reviews published by GAO unless otherwise specified. Working documentation including attachments shall be stored on professionally-indexed electronic copies.

The documentation related to planning, conducting, and reporting on the review should contain sufficient information to enable an experienced auditor, who has had no previous connection with the review, to ascertain from the review documentation the evidence that supports the auditors’ significant judgments and conclusions. Sufficient competent evidential matter shall be obtained through inspection, observation, inquiries, and confirmations to afford a reasonable basis for any recommendations made in the final report.

Working papers shall document:

· The objectives, scope, methodology and results of the evaluation, including any sampling and other selection criteria used;

· The work performed to support significant judgments and conclusions, including descriptions of transactions and records examined.

Task 8 Compliance Review Reporting Prepare detailed reports on the compliance review visits.

This task shall be conducted in conjunction with federal personnel initially, but shall be conducted later, independently, once approved by OCS.

Draft and final reports shall be consistent with those written by OCS personnel and shall be consistent with the Government standards for performance reviews, as published by the GAO unless otherwise specified. The draft and final reports so generated shall be subject to OCS approval.

Prepare a draft report of the conclusion of the site visit, which is clear, simple and structured in a manner so that Grantees can easily read and understand the findings, recommendations and any necessary follow up.

The draft reports shall address (but not limited to) the following:

(1) The effectiveness and efficiency of operations; the reliability and usefulness of financial reporting; the degree of compliance with applicable laws and regulations, provisions of contract, or grant agreements;

(2) Whether or not assets have been safeguarded; whether or not the grant is progressing toward its intended outcomes and is meeting its intended purpose; and

(3) The extent to which the grantee so reviewed achieved accomplishments or performance best practices.

The preparation of program documentation should be appropriately detailed to provide a clear understanding of its purpose and source and the conclusions the auditors reached, and it should be appropriately organized to provide a clear link to the findings, conclusions, and recommendations contained in the report. Working papers should support and be indexed and cross-referenced to the draft report.

Once the draft is reviewed and cleared by OCS, reviewers shall notify Grantee officials of tentative findings and recommendations made during the course of the visit.

The final report shall be cross-referenced to the draft report. Any changes made shall be supported by appropriate working papers. Reviewers shall ensure that the final report is fair, complete, and objective, and provide the draft report to Grantee officials for review and comments.

Task 9 Quality Control Provide quality control and assurance. This task shall be conducted in conjunction with federal personnel initially, but shall be conducted independently later once approved by OCS.

Contractor audit personnel shall comply with GAO’s Government auditing standards for continuing education and training requirements.

The Contractor shall develop a survey that will be used for soliciting feedback from grantee personnel on the quality and thoroughness of the reviews. The content and submission schedule of such surveys shall be subject to OCS approval. Completed survey questionnaires shall be sent directly to the COR.

Contractor personnel shall provide a detailed description to the COR of the hours spent on each of the tasks in this Statement of Work on a monthly basis.

Task 10 Quality Program Oversight The Contractor shall maintain regular contact with assigned grantees throughout the fiscal year, to include evaluation of annual LIHEAP grantee plans. The Contractor shall provide quality program oversight that ensures:

Grantees are meeting statutory requirements and achieving their performance outcomes;

Grantees’ full compliance with program rules and properly administering their results-oriented programs;

The risk analyses of the States’ annual LIHEAP plans are done within 30 working days of receipt, documenting findings using DEA State Plan Assessment Sheet.

Grantees are notified of any concerns or “risk areas” within 15 working days of completing the analysis of the state plan.

Conduct a telephone conference call or webinar as determined by the COR up to onceevery quarter for assigned regions to discuss findings and recommendations of recent grantee compliance reviews, which will serve to educate and provide technical assistance to other grantees about policy and legal issues resulting from the reviews.

Task 11 Quality Technical Assistance Provide technical assistance via phone conversation, in writing or via email within 48 hours to grantees and senior staff requesting guidance on program policies and procedures with respect to monitoring.

Respond to major monitoring-related technical assistance requests within 72 hours.

Within assigned due date, conduct monitoring-related research, and develop monitoring-related information for presentations (memo, PowerPoint, etc.) upon request by OCS/ACF departmental staff.

On a quarterly basis, provide updated monitoring-related information to designated staff regarding content of website(s) associated with assigned programs.

Task 12 Lessons-Learned Report (BASE YEAR ONLY) Prior to the close of the Base Year, the Contractor shall submit a report that covers lessons learned and recommendations for future improvements to the monitoring review process.

2.4 DEFINITIONS

“Clearinghouse Users” – OCS/LIHEAP grantees, LIHEAP sub-grantees or subcontractors including OCS grantees such as Community Action Agencies, HHS and OCS staff, and other interested parties.

2.5 LEVEL OF EFFORT

Estimates listed below are for the level of effort required to carry out the work described herein for the total of the contract period of one (1) year. The Government presents this description of the levels of effort only as an example. Contractors may propose any staffing pattern that they believe shall best be able to accomplish the tasks described in the Statement of Work.

The person hours listed below are for the entire Contract period.

Base Year (September 30, 2012 – September 29, 2013)

Position FTE Hours

Option Year 1 (September 30, 2013 – September 29, 2014)

Position FTE Hours

Option Year 2 (September 30, 2014 – September 29, 2015)

Position FTE Hours

2.6 GOVERNMENT PROPERTY

All Clearinghouse issuances, information, files and Website activities shall become the property of the U.S. Government at the end of the contract period.

2.7 GOVERNMENT FURNISHED MATERIALS

The Government shall furnish the Contractor with the following materials:

a. Written information about the LIHEAP program;

b. The mailing list of LIHEAP grantees and other interested parties; and

c. Prior Clearinghouse web site information

2.8 PLACE OF PERFORMANCE

Contractor’s site and to-be-determined Government facilities.

2.9 TRAVEL COSTS

There shall be long distance travel associated with this contract, covering 4 PMIWG meetings.

Travel costs, shall be included in the Proposal Price and will be evaluated in accordance with federal per diem rates and Federal Travel Regulation (FTR). All travel shall be approved, by the COTR, prior to commencement of travel.

2.10 COMMUNICATIONS

Oral and written communications are required to accomplish the tasks listed above.

2.11 OMB CIRCULAR A-76 COST COMPARISON

This solicitation is not to be used as part of an OMB Circular A-76 cost comparison.

2.12. HHS SECTION 508 ACCESSIBILITY STANDARDS NOTICE

(SEPTEMBER 2009)

This contract is subject to Section 508 of the Rehabilitation Act (the Act) of 1973 (29 U.S.C. 794d), as amended by the Workforce Investment Act of 1998, and the Architectural and Transportation Barriers Compliance Board (Access Board) Electronic and Information Accessibility Provisions (36 CFR Part 1194). Section 508 of the Act requires that, unless an exception applies, all communications products and services that require a contractor or consultant to produce content in any format that is specifically intended for publication on, or delivery via, a Federally owned or Federally funded Web site permits the following:

(1) Federal employees with disabilities to have access to and use information and data that is comparable to the access and use of information and data by Federal employees who are not individuals with disabilities.

(2) Members of the public with disabilities seeking information or services from a Federal agency to have access to and use of information and data that is comparable to the access and use of information and data by members of the public who are not individuals with disabilities.

(Note: Information about Section 508 of the Act is available at http://www.section508.gov/. The complete text of Section 508 can be accessed at http://www.access-board.gov/sec508/provisions.htm.)

Accordingly, regardless of format, all Web content or communications materials specifically produced for publication on, or delivery via, HHS Web sites, including text, audio, or video, under this contract shall conform to applicable Section 508 accessibility standards. Remediation of any materials that do not comply with the applicable accessibility standards of 36 CFR Part 1194 as set forth herein shall be the responsibility of the Contractor.

The following Section 508 accessibility standards apply to the content or communications material identified in this SOW or PWS:

• Section 11.94.22 (all)

• Section 11.94.23 (all)

• Section 1194.31 (all)

2.13 QUALITY ASSURANCE SURVEILLANCE PLAN

General quality measures, as set forth below will be applied to each work product received from the Contractor under this statement of work.

1. Accuracy – Work products shall be accurate in presentation, technical content, and adherence to accepted elements of style.

2. Clarity Work Products shall be clear and concise. Any/All diagrams shall be easy to understand and be relevant to the supporting narrative.

3. Consistency to Requirements All work products must satisfy the requirements of this statement of work.

4. File Editing All text and diagrammatic files shall be editable by the Government.

5. Format - Work Products shall be submitted in hard copy and electronic copy. The electronic copy must be in a format as indicated in the Deliverables table

6. Timeliness Work Products shall be submitted on or before the due date specified in this statement of work or submitted in accordance with a later scheduled date determined by the Government.

SECTION 3.0

PACKAGING AND MARKING

3.1 GENERAL

At a minimum, the following paragraphs shall apply to this contract when there are deliveries/deliverables of supplies unless otherwise specified. Additional requirements may also be specified.

3.2 PACKAGING

The Contractor shall ensure that all items are preserved, packaged, packed and marked in accordance with the best commercial practices to meet the packing requirements of the carrier and ensure safe delivery at the intended destination.

3.3 MARKING

All reports and documentation submitted to the Contracting Officer, the Project Officer, and/or the Task Order Monitor (TM) shall be marked as follows:

1. Name and Address of Contractor

2. Contract Number

3. Task Order Number

4. Consignee’s Name and Address

5. Description of the Item Contained Therein.

SECTION 4.0

INSPECTION AND ACCEPTANCE

4.1 GENERAL INFORMATION

At a minimum, the following paragraphs shall apply to this contract unless otherwise specified. Additional inspection and acceptance requirements may also be specified as needed.

4.2 INSPECTION AND ACCEPTANCE

Deliverables will be inspected by the COR for completeness, accuracy and conformance to the requirements of the task order, the terms and conditions of the contract and the Contractor’s proposal.

Inspection and acceptance of all services, reports and other deliverable called for by the contact or task order shall be performed at the place of delivery.

4.3 FAR 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 these addresses:

FAR -- http://farsite.hill.af.mil/vffar1.htm and HHSAR -- http://www.hhs.gov/oamp/policies/

Clause Date Title

5.0 ITEMS TO BE DELIVERED AND DELIVERY SCHEDULES

SCHEDULE OF DELIVERABLES

Unless otherwise agreed, the Contractor shall provide the following deliverables, identified on the task/deliverable table, to the COR by the due dates. The COR shall review the document, provide comments and suggestions to the Contractor, or approve or disapprove the deliverable(s) within 21 calendar days from the day each draft deliverable is received. The Contractor shall have no more than five working days from the day comments are received to incorporate all changes and submit the final deliverable to the Government.

The Contractor shall provide the following services and deliverables in the timeframes specified below:

Base Project Period: September 30, 2012 - September 29, 2013

1. The levels of financial, program, and overall risk that the Contractor assessed to grantees under Task 3.; and

2. The recommendations for establishing review priorities and review plan that stems from such assessments.

1. The identities of the grantees selected for such review;

2. The determination of the nature of the reviews (i.e. on-site or in-house); and

3. The reasons behind such selections and determinations.

1. That the Grantee meets all assurances included in its LIHEAP plan; and

2. That the Grantee and selected sub-grantees or Community Action Agencies (CAAs) comply with statute, regulation, OMB circulars, and terms and conditions of grant awards.

1. The objectives, scope, and methodology of the review;

2. The potential sources of data and outside information that could be used as evidence; and

3. A breakdown of the staff that the Contractor plans to deploy for such review.

1. The objectives, scope, and methodology of the review; and

2. The bases upon which the decisions to use the given objectives, scope, and methodology were made.

1. The quality of the reviews; and

2. The thoroughness of the reviews

Option Year One: September 30, 2013 – September 29, 2014

Task 2 Recruit and Assign Staff—No deliverables for Option Year One

1. The levels of financial, program, and overall risk that the Contractor assessed to grantees under Task 3.; and

2. The recommendations for establishing review priorities and review plan that stems from such assessments.

1. The identities of the grantees selected for such review;

2. The determination of the nature of the reviews (i.e. on-site or in-house); and

3. The reasons behind such selections and determinations.

1. That the Grantee meets all assurances included in its LIHEAP plan; and

2. That the Grantee and selected sub-grantees or Community Action Agencies (CAAs) comply with statute, regulation, OMB circulars, and terms and conditions of grant awards.

1. The objectives, scope, and methodology of the review;

2. The potential sources of data and outside information that could be used as evidence; and

3. A breakdown of the staff that the Contractor plans to deploy for such review.

1. The objectives, scope, and methodology of the review; and

2. The bases upon which the decisions to use the given objectives, scope, and methodology were made.

1. The quality of the reviews; and

2. The thoroughness of the reviews