FINAL_RFQ_1333LB-18-Q-0000-0008_-_GIDS.pdf

REQUEST FOR QUOTATION

(THIS IS NOT AN ORDER)

THIS RFQ IS IS NOT A SMALL BUSINESS SET-ASIDE

15. DATE OF QUOTATION

16. SIGNER

a. NAME (Type or print)

c. TITLE (Type or print)

b. TELEPHONE

AREA CODE

NUMBER

STANDARD FORM 18 (REV. 6-95) Prescribed by GSA-FAR (48 CFR) 53.215-1(a)

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition not usable

8. TO:

b. COMPANYa. NAME

c. STREET ADDRESS

d. CITY e. STATE f. ZIP CODE

9. DESTINATION

a. NAME OF CONSIGNEE

b. STREET ADDRESS

c. CITY

d. STATE e. ZIP CODE

7. DELIVERY

FOB DESTINATION

OTHER

(See Schedule)

10. PLEASE FURNISH QUOTATIONS TO THE

ISSUING OFFICE IN BLOCK 5a ON OR BEFORE CLOSE OF BUSINESS (Date)

IMPORTANT: This is a request for information and quotations furnished are not offers. If you are unable to quote, please so indicate on this form and return it to the address in Block 5a. This request does not commit the Government to pay any costs incurred in the preparation of the submission of this quotation or to contract for supplies or service. Supplies are of domestic origin unless otherwise indicated by quoter. Any representations and/or certifications attached to this Request for Quotation must be completed by the quoter.

11. SCHEDULE (Include applicable Federal, State and local taxes)

ITEM NUMBER

(a)

SUPPLIES/ SERVICES

(b)

QUANTITY

(c)

UNIT

(d)

UNIT PRICE

(e)

AMOUNT

(f)

12. DISCOUNT FOR PROMPT PAYMENT

a. 10 CALENDAR DAYS (%) b. 20 CALENDAR DAYS (%) c. 30 CALENDAR DAYS (%) d. CALENDAR DAYS

NUMBER PERCENTAGE

NOTE: Additional provisions and representations are are not attached.

13. NAME AND ADDRESS OF QUOTER

a. NAME OF QUOTER

b. STREET ADDRESS

c. COUNTY

d. CITY e. STATE f. ZIP CODE

14. SIGNATURE OF PERSON AUTHORIZED TO

SIGN QUOTATION

PAGE OF PAGES

1. REQUEST NUMBER 2. DATE ISSUED 3. REQUISITION/PURCHASE REQUEST NUMBER 4. CERT. FOR NAT. DEF.

UNDER BDSA REG. 2

AND/OR DMS REG. 1

RATING

5a. ISSUED BY 6. DELIVER BY (Date)

5b. FOR INFORMATION CALL (NO COLLECT CALLS)

NAME TELEPHONE NUMBER

AREA CODE NUMBER

Attachment Page

PAGE 2 OF 32 1333LB18Q00000008

1. Contract Type

This will be a time-and-material (T&M) type contract with a base and one (1) six-month option period.

2. Period of Performance

The period of performance for this contract will be from Date of Award through September 27, 2019 with one (1) six-month option period.

The option period will be as follows:

Option Period 1 – September 28, 2019 through March 27, 2020

3. Price Schedule

The following fully loaded hourly labor rates for the stated categories shall be the basis for contract pricing:

Base Period: Date of Award thru September 27, 2019

Labor Category Labor Rate Labor

Hours Total Cost

Project Director (Off-Site) $ $ Project Manager (Off-Site) $ $ Senior System Architect (Off-Site) $ $ Senior Computer Specialist (Off-Site $ $ Tester Specialist (Off-Site) $ $

Option Period 1: September 28, 2019 thru March 27, 2020

Labor Category Labor Rate Labor

Hours Total Cost

Project Director (Off-Site) $ $ Project Manager (Off-Site) $ $ Senior System Architect (Off-Site) $ $ Senior Computer Specialist (Off-Site $ $ Tester Specialist (Off-Site) $ $

PAGE 3 OF 32 1333LB18Q00000008

4. Performance Work Statement

4.1 Background

The U.S. Census Bureau (USCB) has been designing questionnaires with automated systems and metadata since the 2002 Economic Census. For 2007, the Economic Metadata Repository (EMR), the Questionnaire User Interface (QUI), and the Generalized Instrument Design System (GIDS) were redesigned to improve and streamline the effort necessary to produce both paper and electronic versions of the 2007 census forms. This redesign was required to address numerous lessons learned from the 2002 system and to ultimately improve the GIDS Surveyor software that was used to collect data from the respondents.

The redesigned system was called the Questionnaire User Interface-Generalized Instrument Design System (QUI-GIDS). USCB staff created questionnaires, assigned questions, and maintained all questionnaire content in the QUI. Users created layout designs of each item variation (employer identification number, physical location, etc.) using GIDS.

GIDS was developed to compose the various questionnaires both for electronic reporting and paper-based reporting from the single source content. There were 545 paper-based questionnaires developed for the 2002 Economic Census. Nearly all paper-based questionnaires also had an equivalent and consistent electronic-reporting counterpart. The electronic versions take the form of a Computerized Self-Administered Questionnaire or CSAQ that the respondent downloads, completes off-line, and then sends back as an XML file. Surveyor, a component of GIDS, administers and manages the electronic reporting.

Development of the GIDS and Surveyor software have concluded and the USCB is just continuing maintenance support for the software until other systems at the USCB can completely replace the GIDS and Surveyor software. This requirement shall only provide continued maintenance support of the existing GIDS and Surveyor software for existing and future QUI- GIDS surveys.

Note: Questionnaire User Interface (QUI) is separate software developed at the USCB and maintained separately by the USCB. The QUI-GIDS system has a QUI built with Oracles forms;

has an Oracle database behind it; and has communication between QUI, GIDS, and the Oracle database.

4.2 Scope

The Contractor shall provide software maintenance for the Period of Performance specified in

6.1 for the existing GIDS and Surveyor software which shall include the following tasks:

Maintain GIDS Software Maintain Surveyor Software Prepare Technical Documentation and Consultation

PAGE 4 OF 32 1333LB18Q00000008

4.3 Technical requirements

4.3.1 Maintain GIDS Software

a. Investigate problems (which will result in Adaptive, Preventive, Corrective, or Productive Maintenance) that may arise with the GIDS software. If needed, modify, test, compile, and deliver modified GIDS software to the Contracting Officer Representative (COR) in a .msi format that can be installed at the USCB.

b. Respond to COR’s requests to fix problems with the GIDS software. The COR will decide which problems are critical and high priority problems.

4.3.2 Maintain Surveyor Software

a. Investigate problems (which will result in Adaptive, Preventive, Corrective, or Productive Maintenance) that may arise with the Surveyor software. If needed, modify, test, compile, and deliver modified Surveyor software to the USCB in a .exe format that can be installed at the

USCB.

b. Respond to COR’s requests to fix problems with the Surveyor software, as requested. The COR will decide which problems are critical and high priority problems.

4.3.3 Prepare Technical Documentation and Provide Consultation

a. Provide GIDS and Surveyor source code and source code documentation for software delivered under this contract to the USCB.

b. Provide consultation on the GIDS and Surveyor software, source code, and source code documentation for problem solving and knowledge transfer to the USCB to enable support of equivalent software development being performed by the USCB in the future.

4.4 Skill and Relevant Experience Requirement

The Contractor shall have the following specific skill, software package, and programming experience:

1. Delphi or Object-Pascal programming experience

2. Object-oriented programming experience

3. Functional programming experience

4. Test-driven development experience

5. Structured Query Language (SQL) programming experience

6. Extensible Markup Language (XML) programming experience

7. Simple Object Access Protocol (SOAP) data exchange programming experience

8. Oracle programming experience

9. Understanding of designing and implementing programming languages

PAGE 5 OF 32 1333LB18Q00000008

4.5 Period of Performance (POP)

The period of performance will be from Date of Award through September 27, 2019, with 1 six-month option period. The optional POP is as follows:

Option Period 1 – September 28, 2019 through March 27, 2020

4.6 Place of Performance

It is anticipated that the majority of the work will be accomplished at the Contractor’s site, though some work may be accomplished at the Bureau of the Census (BOC) in Suitland, MD.

4.7 Performance Requirements Summary

Performance Requirement

Expected Outcome

Performance Standard

Method of Surveillance

1. Maintain GIDS Software (PWS – Section 4.3.1)

1. The Contractor shall participate in GIDS software problem discussions with the USCB.

2. The Contractor shall fix problems with the GIDS software.

3. The Contractor shall thoroughly test modified GIDS software prior to releasing the software to the

USCB.

1. The GIDS software meets specifications and has no critical or high priority problems by August 31, 2019.

2. The GIDS software meets specifications and has no critical or high priority problems by February 28, 2020.

3. The Contractor corrects critical and high priority problems in the GIDS software 100% of the time throughout the period of performance of this contract.

4. The Contractor corrects low and medium priority problems in the GIDS software as requested by the COR.

5. The Contractor shall adhere to the USCB’s standards for developing software as requested by the COR.

Note: Problems priority

1. The COR will perform and coordinate acceptance testing of the GIDS software to ensure that the software meets specifications, no critical or high priority problems exist, and completed low and medium priority problems fixes are included in the GIDS software.

The COR will communicate the results of the acceptance testing to the Contractor.

2. The COR will review the Contractor’s assessment and progress

PAGE 6 OF 32 1333LB18Q00000008

Performance Requirement

Expected information is included in 4.11 Problem Priority Characteristics.

documentation.

3. The COR will coordinate review of the Contractor’s documentation for coverage, completeness, and conformance to USCB’s standards for developing software, as required.

2. Maintain Surveyor Software (PWS – Section 4.3.2)

1. The Contractor shall participate in Surveyor software problem discussions with the USCB.

2. The Contractor shall fix problems with the Surveyor software.

3. The Contractor shall thoroughly test modified Surveyor software prior to releasing the software to the

USCB.

1. The Surveyor software meets specifications and has no critical or high priority problems by August 31, 2019.

2. The Surveyor software meets specifications and has no critical or high priority problems by February 28, 2020.

3. The Contractor corrects critical and high priority problems in the Surveyor software 100% of the time throughout the period of performance of this contract.

4. The Contractor corrects low and medium priority problems in the Surveyor software as requested by the COR

5. The Contractor shall adhere to the USCB’s standards for developing software as requested

1. The COR will perform and coordinate acceptance testing of the Surveyor software to ensure that the software meets specifications, no critical or high priority problems exist, and completed low and medium priority problems fixes are included in the Surveyor software.

The COR will communicate the results of the acceptance testing to the Contractor.

2. The COR will review the

PAGE 7 OF 32 1333LB18Q00000008

Expected by the COR.

Note: Problems priority information is included in 4.11 Problem Priority Characteristics.

Contractor’s assessment and progress documentation.

3. The COR will coordinate review of the Contractor’s documentation for coverage, completeness, and conformance to USCB’s standards for developing software, as required.

3. Document software development under this contract.

(PWS – Section 4.3.3)

1. The Contractor shall provide Surveyor and GIDS source code, source code documentation, and source code technical support to the

USCB.

1. GIDS and Surveyor source code and source code documentation of the development environment, third-party components, and how the software works are provided to the COR by September 27, 2019.

2. GIDS and Surveyor source code and source code documentation of the development environment, third-party components, and how the software works are provided to the COR by March 27, 2020.

3. The Contractor answers questions regarding source code and source code documentation from the COR and Economic Directorate staff generally within two business days throughout the period of performance of this contract.

1. The COR will coordinate review of the source code and source code documentation.

2. The COR will coordinate review of the Contractor’s documentation for coverage, completeness, and conformance to USCB’s standards for developing software, as required.

3. The COR is included in all correspondence regarding source code and source code

PAGE 8 OF 32 1333LB18Q00000008

Expected

4. The Contractor shall adhere to the USCB’s standards for developing software as requested by the COR.

documentation and will ensure that the Contractor has replied to questions generally within two business days.

4. Provide consultation.

(PWS – Section 4.3.3)

1. The Contractor shall provide consultation on the GIDS software and Surveyor software.

1. The Contractor provides consultation on the GIDS software and Surveyor software to the USCB on an as-needed basis throughout the period of performance of this contract.

1. The COR will solicit feedback from the Government employees who require consultation from the Contractor.

If the Contractor’s performance is below standard on a given deliverable or performance standard, the Contractor shall be required to re-perform the services at no additional cost to the Government.

4.8 Travel

Travel by the Contractor to and outside the Washington, DC Metropolitan area may be required of the Contractor.

Travel shall not be undertaken without prior approval from the Contracting Officer’s Representative (COR). Requests for travel must include the following information:

i) Name of traveler,

ii) Dates of travel,

iii) Destination(s),

iv) Purpose of travel,

v) Estimated transportation costs,

vi) Estimated lodging expense,

vii) Estimated meals and incidental expenses, and

viii) Other expenses.

The Government will reimburse travel expenses in accordance with applicable provisions of the Federal Travel Regulations (FTR). Unless authorized by the COR, reimbursement of lodging, meals, and incidental expenses shall not exceed the applicable rates set forth in the FTR for the travel destinations.

PAGE 9 OF 32 1333LB18Q00000008

4.9 Deliverables

Deliverables shall be submitted to the COR for inspection, review and acceptance. Final acceptance will occur upon COR signature. All deliverables become the property of the Federal Government. The Government will provide timely comments on deliverables, as necessary. In the event of rejection of any deliverable, the Contractor will be notified, in writing by the COR, of the specific reasons why the deliverable is unacceptable. The Contractor must return a revised document to the COR within five (5) business days of the rejection notice.

The Government shall have unlimited rights as defined in FAR 52.227-14 in the GIDS software and Surveyor software, and therefore the Government has the right to use, disclose, reproduce, prepare derivative works, perform publicly and display publicly by or on behalf of the Government, for all data.

The Government acquires unlimited rights in the following data (FAR 27.404-1):

(a) Data first produced in the performance of a contract.

(b) Form, fit, and function data delivered under contract.

(c) Data that constitute manuals or instructional and training material for installation, operation, or routine maintenance and repair of items, components, or processes delivered or furnished for use under a contract.

Written deliverables shall be submitted to the COR as indicated in the deliverables matrix, for inspection and review. All written deliverables shall be Microsoft compatible (Windows 7, Office 2016).

PWS Section Deliverable Due Date Deliver To Base Year [Section 4.3.1] Maintain GIDS Software

August 31, 2019 COR

[Section 4.3.2] Maintain Surveyor

August 31, 2019 COR

[Section 4.3.3] Surveyor and GIDS source code and source code documentation if changes are made to the software;

and consultation

September 27, COR

Option Period 1 [Section 4.3.1] Maintain GIDS Software February 28, 2020 COR

[Section 4.3.2] Maintain Surveyor

February 28, 2020 COR

[Section 4.3.3] Surveyor and GIDS source code and source code documentation if changes

March 27, 2020 COR

PAGE 10 OF 32 1333LB18Q00000008

PWS Section Deliverable Due Date Deliver To are made to the software;

and consultation

The Contractor shall provide monthly progress reports to the COR no later than 10 calendar days after the end of the month covered.

4.10 Government Furnished Material

The Government shall:

Provide technical staff from the U.S. Census Bureau to assist in the system development and testing.

Provide the metadata repository for the various instruments being tested.

Provide internet servers, production and development servers, and Oracle Database support for all Government-owned systems that are accessed.

Provide test files, help files, and business rules.

Provide a desk, telephone, PCs, internet access, and general supplies for the Contractor when the Contractor is working on U.S. Census Bureau premises.

4.11 Problems Priority and Characteristics

1. critical

Change is required in order for the system to function per requirement.

A major area of the user’s system is affected, and it is significant to the business process.

Testers cannot continue to test.

System crash or error message forces system to shut down.

Change is required in order for the system to not corrupt data.

2. high

A workaround can be implemented that negates the undesirable impact to the business process.

Affects an isolated piece of non-critical functionality.

Change is required but can be scheduled.

Only occurs for a selected subset of users.

Testers can continue testing other functions.

3. medium

Minor problems that are not likely to occur in normal use.

Minor impact to business process.

Minor errors in layout or formatting.

Problems does not impact the use of the product in any substantive way.

PAGE 11 OF 32 1333LB18Q00000008

4. low

Changes that are “nice to have,” but cost and effort to do them cannot be easily justified.

Cosmetic in nature.

Negligible impact to the business process.

Documented and known to inconvenience users.

Note: The Contracting Officer’s Representative determines the problems priority.

4.12 Security Requirements

CAR 1352.239-72 Security Requirements for Information Technology Resources (Apr 2010)

(a) Applicability. This clause is applicable to all contracts that require contractor electronic access to Department of Commerce sensitive non-national security or national security information contained in systems, or administrative control of systems by a contractor that process or store information that directly supports the mission of the Agency.

(b) Definitions. For purposes of this clause, the term “Sensitive” is defined by the guidance set forth in the Computer Security Act of 1987 (Pub. L. 100-235), including the following definition of the term:

(1) Sensitive information is “ * * * any information, the loss, misuse, or unauthorized access to, or modification of which could adversely affect the national interest or the, conduct of Federal programs, or the privacy to which individuals are entitled under section 552a of title 5, United States Code (The Privacy Act), but which has not been specifically authorized under criteria established by an Executive Order or an Act of Congress to be kept secret in the interest of national defense or foreign policy.”

(2) For purposes of this clause, the term “National Security” is defined by the guidance set forth in:

(i) The DOC IT Security Program Policy and Minimum Implementation Standards, Section 4.3.

(ii) The DOC Security Manual, Chapter 18.

(iii) Executive Order 12958, as amended, Classified National Security Information. Classified or national security information is information that has been specifically authorized to be protected from unauthorized disclosure in the interest of national defense or foreign policy under an Executive Order or Act of Congress.

(3) Information technology resources include, but are not limited to, hardware, application software, system software, and information (data). Information technology services include, but are not limited to, the management, operation (including input, processing, transmission, and output), maintenance, programming, and system administration of computer systems, networks, and telecommunications systems.

PAGE 12 OF 32 1333LB18Q00000008

(c) The contractor shall be responsible for implementing sufficient Information Technology security, to reasonably prevent the compromise of DOC IT resources for all of the contractor's systems that are interconnected with a DOC network or DOC systems that are operated by the contractor.

(d) All contractor personnel performing under this contract and contractor equipment used to process or store DOC data, or to connect to DOC networks, must comply with the requirements contained in the DOC Information Technology Management Handbook (see DOC, Office of the Chief Information Officer Web site), or equivalent/more specific agency or operating unit counsel guidance as specified immediately hereafter [insert agency or operating unit counsel specific guidance, if applicable].

(e) Contractor personnel requiring a user account for access to systems operated by the contractor for DOC or interconnected to a DOC network to perform contract services shall be screened at an appropriate level in accordance with Commerce Acquisition Manual 1337.70, Security Processing Requirements for Service Contracts.

(f) Within 5 days after contract award, the contractor shall certify in writing to the COR that its employees, in performance of the contract, have completed initial IT security orientation training in DOC IT Security policies, procedures, computer ethics, and best practices, in accordance with DOC IT Security Program Policy, chapter 15, section 15.3. The COR will inform the contractor of any other available DOC training resources. Annually thereafter the contractor shall certify in writing to the COR that its employees, in performance of the contract, have completed annual refresher training as required by section 15.4 of the DOC IT Security Program Policy.

(g) Within 5 days of contract award, the contractor shall provide the COR with signed acknowledgement of the provisions as contained in Commerce Acquisition Regulation (CAR), 1352.209-72, Restrictions Against Disclosures.

(h) The contractor shall afford DOC, including the Office of Inspector General, access to the contractor's and subcontractor's facilities, installations, operations, documentation, databases, and personnel used in performance of the contract. Access shall be provided to the extent required to carry out a program of IT inspection, investigation, and audit to safeguard against threats and hazards to the integrity, availability, and confidentiality of DOC data or to the function of computer systems operated on behalf of DOC, and to preserve evidence of computer crime.

(i) For all contractor-owned systems for which performance of the contract requires interconnection with a DOC network on which DOC data will be stored or processed, the contractor shall provide, implement, and maintain a System Accreditation Package in accordance with the DOC IT Security Program Policy. Specifically, the contractor shall:

(1) Within 14 days after contract award, submit for DOC approval a System Certification Work Plan, including project management information (at a minimum the tasks, resources, and milestones) for the certification effort, in accordance with DOC IT Security Program Policy and [Insert agency or operating unit counsel specific guidance, if applicable]. The Certification Work Plan, approved by the COR, in consultation with the DOC IT Security Officer, or

PAGE 13 OF 32 1333LB18Q00000008

Agency/operating unit counsel IT Security Manager/Officer, shall be incorporated as part of the contract and used by the COR to monitor performance of certification activities by the contractor of the system that will process DOC data or connect to DOC networks. Failure to submit and receive approval of the Certification Work Plan may result in termination of the contract.

(2) Upon approval, follow the work plan schedule to complete system certification activities in accordance with DOC IT Security Program Policy Section 6.2, and provide the COR with the completed System Security Plan and Certification Documentation Package portions of the System Accreditation Package for approval and system accreditation by an appointed DOC official.

(3) Upon receipt of the Security Assessment Report and Authorizing Official's written accreditation decision from the COR, maintain the approved level of system security as documented in the Security Accreditation Package, and assist the COR in annual assessments of control effectiveness in accordance with DOC IT Security Program Policy, Section 6.3.1.1.

(j) The contractor shall incorporate this clause in all subcontracts that meet the conditions in paragraph (a) of this clause.

5. Inspection and Acceptance

5.1 CAR 1352.246-70 Place of Acceptance (Apr 2010)

(a) The Contracting Officer or the duly authorized representative will accept supplies and services to be provided under this contract.

(b) The place of acceptance will be:

U.S. Census Bureau Attn: James Jamski EMD, Rm. 7K049 U.S. Census Bureau 4600 Silver Hill Road Washington, DC 20233

6. Deliverables or Performance

6.1 CAR 1352.270-70 Period of Performance (Apr 2010)

(a) The base period of performance of this contract is from Date of Award thru September 27, 2019. If an option is exercised, the period of performance shall be extended through the end of that option period.

(b) The option period that may be exercised is as follows:

Period Start date End date Option I September 28, 2019 March 27, 2020

PAGE 14 OF 32 1333LB18Q00000008

(c) The notice requirements for unilateral exercise of option periods are set out in FAR 52.217-9.

6.2 Place of Delivery

Items to be delivered, via email, under this contract shall be delivered to:

U.S. Census Bureau Attn: James Jamski EMD, Rm. 7K049 U.S. Census Bureau 4600 Silver Hill Road Washington, DC 20233

7. Contract Administration Data

7.1 Contracting Officer

Donna Cornish is hereby designated the Contracting Officer (CO). The CO is located at:

US Census Bureau /Acquisition Division 4600 Silver Hill Rd – Room 2J442-F Suitland Maryland, 20746 Phone: 301-763-4514

7.2 CAR 1352.201-70 Contracting Officer’s Authority (Apr 2010)

The Contracting Officer is the only person authorized to make or approve any changes in any of the requirements of this contract, and, notwithstanding any provisions contained elsewhere in this contract, the said authority remains solely in the Contracting Officer. In the event the contractor makes any changes at the direction of any person other than the Contracting Officer, the change will be considered to have been made without authority and no adjustment will be made in the contract terms and conditions, including price.

7.3 CAR 1352.201-72 Contracting Officer's Representative (APR 2010)

(a) James Jamski is hereby designated as the Contracting Officer's Representative (COR). The COR may be changed at any time by the Government without prior notice to the Contractor by a unilateral modification to the contract. Government may change the COR at any time without prior notice to the Contractor by a unilateral modification to the Contract. The COR is located at:

U.S. Census Bureau Attn: James Jamski EMD, Rm. 7K049 4600 Silver Hill Road Washington, DC 20233

PAGE 15 OF 32 1333LB18Q00000008

301-763-2601 James.P.Jamski@census.gov

7.4 Billing Instructions

1) The Contractor shall provide a single point of contact for handling billing problems. The Contractor shall provide a mailing address and a telephone number to the POC in order for the Government to notify the Contractor of billing problems.

2) The Contractor shall submit billing on a monthly basis or on another cycle that will be mutually agreed upon by the Contractor and the Contracting Officer. The Contractor shall utilize Section 3 of the RFQ solicitation in submitting billing on a monthly basis.

3) To insure timely payment for satisfactory services (or deliveries) rendered, the Contractor is cautioned that it is the Contractor’s responsibility to assure that proper vouchers/invoices are delivered to the U.S. Census Bureau, Finance Division, which is the designated payment office under this contract. As provided under FAR Subpart 32.9, payment due dates and late payment interest penalties are computed from the date the proper invoice/voucher is received at the designated payment office. Delivery instructions are provided in the below paragraph.

4) The Contractor is cautioned to pay particular attention to the below information to be contained in all vouchers/invoices. VOUCHERS/INVOICES THAT DO NOT CONTAIN THE

REQUIRED

INFORMATION DETAILED BELOW AND, AS APPROPRIATE, THE SUPPORTING

INFORMATION WILL BE DETERMINED NOT PROPER FOR PAYMENT, REJECTED,

AND RETURNED TO THE CONTRACTOR FOR CORRECTION AND RE-

SUBMISSION. Re-submitted invoices MUST be submitted with different invoice number and date.

5) It is the Contractor’s responsibility to assure vouchers/invoices are timely, accurately, and properly submitted to the designated payment office. Government staffs are NOT responsible for correcting improper vouchers/invoices.

6) The Contractor shall mark the final invoice under the contract as “FINAL INVOICE”.

Marking the final invoice this way will help to decrease the processing time for contract closeout and making payment of the final invoice.

7) As provided in FAR 52.232-33, Payment by Electronic Funds Transfer— System for Award Management, payment under this contract will be made by EFT.

7.5 Procedures for Invoicing

The Federal Acquisition Regulations (FAR) under Subpart 32.905 requires that payment will be made based on the receipt of a proper invoice and satisfactory contract performance. FAR 32.905(b) specifically states the minimum information an invoice must include to be considered

PAGE 16 OF 32 1333LB18Q00000008

a “proper” invoice for payment. The following listing incorporates the FAR cited information and additional information required for payment under this contract.

In accordance with FAR 32.903(a)(3), the U.S. Census Bureau has supplemented these requirements. Contractors may use Standard Form 1034 – Public Voucher for Purchases and Services Other than Personal (Part 53 of the Federal Acquisition Regulation under FAR 53.301- 1034) or may submit a company generated voucher. However, no matter which type of instrument is used to request payment, the document must contain the following information:

♦ Name and Address of Contractor ♦ Contact Name, Title and Telephone Number ♦ Government Contract Number or Other Authorization for Delivery of Goods or Services ♦ Government Task Order Number is required if services are being provided through a task order under the basic contract.

♦ Name of COR, email address and telephone number ♦ Date of the Invoice ♦ Unique Invoice Number, Account Number, and/or any other identifying payment request (At a minimum there must be an invoice number) ♦ Actual date services were performed and completed or goods delivered.

♦ Current contract Period of Performance on all invoices.

♦ Description of goods or services payment is requested – (for example, contract line/sub line number, price, and quality of goods and services rendered.)

♦ Care should be taken by the Contractor to assure invoices are submitted for items/services and related prices detailed in Section 3.

♦ Other supporting or substantiating documentation or information required by the contract.

♦ Total amount invoiced to date under the contract.

♦ Total funds remaining ♦ Shipping and Payment Terms (Required unless mutually agreed that this information is only required in the contract – Contact the Contracting Officer or Contract Specialist for clarification) ♦ Other Substantiating Documentation or Information required by the contract

There will also be three statements and signature lines included in the invoice. The wording for these statements are:

“I hereby certify, to the best of my knowledge and belief that the services set forth herein were performed during the period stated above are current, accurate and complete.

(Date) (Title of Contractor Representative) (Signature)”

The above statement will be signed by a representative of the Contractor.

and

PAGE 17 OF 32 1333LB18Q00000008

“I certify that to the best of my knowledge and belief that the services/supplies shown on the invoice have been performed/furnished and are accepted.

(Date) (Title: COR, Task Manager, etc.) (Signature)”

The above statement will be signed by the COR or a Task Manager with authority to certify.

and

“Pursuant to authority vested in me, I certify that this voucher is correct and proper for payment.

(Date) (Authorized Certifying Official) (Title)”

The above statement will be signed by a government representative who has authority to approve the invoice.

Washington D.C. 20233-4400 Suitland, MD. 20746-4400

For electronic mail submissions send to:

fin.finance.invoice.claim.submission@census.gov

Invoices, which are submitted to an incorrect office, or which do not contain the information specified herein, will be returned to the Contractor for corrections.

8. Special Contract Requirements

8.1 CAR 1352.209-73 Compliance with the Laws (Apr 2010)

The Contractor shall comply with all applicable laws, rules and regulations, which deal with or relate to performance in accord with the terms of the contract.

8.2 CAR 1352.209-74 Organizational Conflict of Interest (Apr 2010)

(a) Purpose. The purpose of this clause is to ensure that the contractor and its subcontractors:

(1) Are not biased because of their financial, contractual, organizational, or other interests which relate to the work under this contract, and

(2) Do not obtain any unfair competitive advantage over other parties by virtue of their performance of this contract.

PAGE 18 OF 32 1333LB18Q00000008

(b) Scope. The restrictions described herein shall apply to performance or participation by the contractor, its parents, affiliates, divisions and subsidiaries, and successors in interest (hereinafter collectively referred to as “contractor”) in the activities covered by this clause as a prime contractor, subcontractor, co-sponsor, joint venturer, consultant, or in any similar capacity. For the purpose of this clause, affiliation occurs when a business concern is controlled by or has the power to control another or when a third party has the power to control both.

(c) Warrant and Disclosure. The warrant and disclosure requirements of this paragraph apply with full force to both the contractor and all subcontractors. The contractor warrants that, to the best of the contractor's knowledge and belief, there are no relevant facts or circumstances which would give rise to an organizational conflict of interest, as defined in FAR Subpart 9.5, and that the contractor has disclosed all relevant information regarding any actual or potential conflict.

The contractor agrees it shall make an immediate and full disclosure, in writing, to the Contracting Officer of any potential or actual organizational conflict of interest or the existence of any facts that may cause a reasonably prudent person to question the contractor's impartiality because of the appearance or existence of bias or an unfair competitive advantage. Such disclosure shall include a description of the actions the contractor has taken or proposes to take in order to avoid, neutralize, or mitigate any resulting conflict of interest.

(d) Remedies. The Contracting Officer may terminate this contract for convenience, in whole or in part, if the Contracting Officer deems such termination necessary to avoid, neutralize or mitigate an actual or apparent organizational conflict of interest. If the contractor fails to disclose facts pertaining to the existence of a potential or actual organizational conflict of interest or misrepresents relevant information to the Contracting Officer, the Government may terminate the contract for default, suspend or debar the contractor from Government contracting, or pursue such other remedies as may be permitted by law or this contract.

(e) Subcontracts. The contractor shall include a clause substantially similar to this clause, including paragraphs (f) and (g), in any subcontract or consultant agreement at any tier expected to exceed the simplified acquisition threshold. The terms “contract,” “contractor,” and “Contracting Officer” shall be appropriately modified to preserve the Government's rights.

(f) Prime Contractor Responsibilities. The contractor shall obtain from its subcontractors or consultants the disclosure required in FAR Part 9.507-1, and shall determine in writing whether the interests disclosed present an actual, or significant potential for, an organizational conflict of interest. The contractor shall identify and avoid, neutralize, or mitigate any subcontractor organizational conflict prior to award of the contract to the satisfaction of the Contracting Officer. If the subcontractor's organizational conflict cannot be avoided, neutralized, or mitigated, the contractor must obtain the written approval of the Contracting Officer prior to entering into the subcontract. If the contractor becomes aware of a subcontractor's potential or actual organizational conflict of interest after contract award, the contractor agrees that the Contractor may be required to eliminate the subcontractor from its team, at the contractor's own risk.

(g) Waiver. The parties recognize that this clause has potential effects which will survive the performance of this contract and that it is impossible to foresee each circumstance to which it

PAGE 19 OF 32 1333LB18Q00000008

might be applied in the future. Accordingly, the contractor may at any time seek a waiver from the Head of the Contracting Activity by submitting such waiver request to the Contracting Officer, including a full written description of the requested waiver and the reasons in support thereof.

8.3 CAR 1352.209-72 Restrictions Against Disclosure (Apr 2010)

(a) The contractor agrees, in the performance of this contract, to keep the information furnished by the Government or acquired/developed by the contractor in performance of the contract and designated by the Contracting Officer or Contracting Officer’s Representative, in the strictest confidence. The contractor also agrees not to publish or otherwise divulge such information, in whole or in part, in any manner or form, nor to authorize or permit others to do so, taking such reasonable measures as are necessary to restrict access to such information while in the contractor’s possession, to those employees needing such information to perform the work described herein, i.e., on a “need to know” basis. The contractor agrees to immediately notify the Contracting Officer in writing in the event that the contractor determines or has reason to suspect a breach of this requirement has occurred.

(b) The contractor agrees that it will not disclose any information described in subsection (a) to any person unless prior written approval is obtained from the Contracting Officer. The contractor agrees to insert the substance of this clause in any consultant agreement or subcontract hereunder.

8.4 CAR 1352.209-75 Title 13 Data and Non-Disclosure Requirements (Apr 2010)

The Census Bureau's data are protected by Title 13 of the United States Code. The contractor may not use Title 13 data for any purpose other than the intended purpose for which it is supplied or obtained. All contractor personnel who will have access to Title 13 data must take an oath and complete the Census Bureau Form BC-1759 (Special Sworn Status) that requires nondisclosure of Title 13 data. An authorized Census employee or a Notary Public must administer the oath of nondisclosure.

8.5 CAR 1352.239-71 – Electronic and Information Technology (Apr 2010)

a. To be considered eligible for award, Quoters must propose electronic and information technology (EIT) that meet the applicable Access Board accessibility standards at 36 CFR 1194 designated below:

__x___ 1194.21 Software applications and operating systems __x___ 1194.22 Web-based intranet and internet information and applications __ ___ 1194.23 Telecommunications products __ ___ 1194.24 Video and multimedia products ______ 1194.25 Self-contained, closed products ______ 1194.26 Desktop and portable computers ______ 1194.31 Functional performance criteria __x___ 1194.41 Information, documentation and support

PAGE 20 OF 32 1333LB18Q00000008

b. The standards do not require the installation of specific accessibility-related software or the attachment of an assistive technology device, but merely require that the EIT be compatible with such software and devices so that it can be made accessible if so required by the agency in the future.

c. Alternatively, Quoters may propose products and services that provide equivalent facilitation.

Such offers will be considered to have met the provisions of the Access Board standards for the feature or components providing equivalent facilitation. If none of the offers that meet all applicable provisions of the standards could be accepted without imposing an undue burden on the agency or component, or if none of the Quoters propose products or services that fully meet all of the applicable Access Board’s provisions, those Quoters whose products or services meet some of the applicable provisions will be considered eligible for award. Awards will not be made to a Quoter meeting all or some of the applicable Access Board provisions if award would impose an undue burden upon the agency.

d. Quoters must submit representation information concerning their products by completing the VPAT template at www.Section508.gov.

8.6 Non-payment of Unauthorized Work

No payments will be made for any unauthorized supplies or services, or for any unauthorized changes to the work specified herein. This includes any service performed by the Contractor of its own volition or at the request of an individual other than a duly appointed CO. Only a duly appointed CO is authorized to change the specifications or order work under in this contract.

8.7 Compliance with IRS Publication 1075

8.7.1 Performance

In performance of this contract, the contractor agrees to comply with and assume responsibility for compliance by his or her employees with the following requirements:

(1) All work will be done under the supervision of the contractor or the contractor's employees.

(2) Any return or return information made available in any format shall be used only for the purpose of carrying out the provisions of this contract. Information contained in such material will be treated as confidential and will not be divulged or made known in any manner to any person except as may be necessary in the performance of this contract. Disclosure to anyone other than an officer or employee of the contractor with a need-to-know is prohibited.

(3) All returns and return information will be accounted for upon receipt and properly stored before, during, and after processing. In addition, all related output will be given the same level of protection as required for the source material.

(4) The contractor certifies that the data processed during the performance of this contract will be completely purged from all data storage components of his or her computer facility, and no

PAGE 21 OF 32 1333LB18Q00000008

output will be retained by the contractor at the time the work is completed. If immediate purging of all data storage components is not possible, the contractor certifies that any IRS data remaining in any storage component will be safeguarded to prevent unauthorized disclosures.

(5) Any spoilage or any intermediate hard copy printout that may result during the processing of IRS data will be given to the agency or his or her designee. When this is not possible, the contractor will be responsible for the destruction of the spoilage or any intermediate hard copy printouts, and will provide the agency or his or her designee with a statement containing the date of destruction, description of material destroyed, and the method used.

(6) All computer systems receiving, processing, storing or transmitting FTI must meet the requirements defined in IRS Publication 1075. To meet functional and assurance requirements, the security features of the environment must provide for the managerial, operational, and technical controls. All security features must be available and activated to protect against unauthorized use of and access to Federal Tax Information.

(7) No work directly involving Federal Tax Information furnished under this contract will be subcontracted without prior written approval of the IRS.

(8) The contractor will maintain a list of employees authorized access. Such list will be provided to the agency and, upon request, to the IRS reviewing office.

(9) The agency will have the right to void the contract if the contractor fails to provide the safeguards described above.

8.7.2 Criminal/Civil Sanctions

(1) Each officer or employee of any person to whom returns or return information is or may be disclosed will be notified in writing by such person that returns or return information disclosed to such officer or employee can be used only for a purpose and to the extent authorized herein, and that further disclosure of any such returns or return information for a purpose or to an extent unauthorized herein constitutes a felony punishable upon conviction by a fine of as much as $5,000 or imprisonment for as long as 5 years, or both, together with the costs of prosecution.

Such person shall also notify each such officer and employee that any such unauthorized further disclosure of returns or return information may also result in an award of civil damages against the officer or employee in an amount not less than $1,000 with respect to each instance of unauthorized disclosure. These penalties are prescribed by IRCs 7213 and 7431 and set forth at 26 CFR 301.6103(n)-1.

(2) Each officer or employee of any person to whom returns or return information is or may be disclosed shall be notified in writing by such person that any return or return information made available in any format shall be used only for the purpose of carrying out the provisions of this contract. Information contained in such material shall be treated as confidential and shall not be divulged or made known in any manner to any person except as may be necessary in the performance of the contract. Inspection by or disclosure to anyone without an official need-to-

PAGE 22 OF 32 1333LB18Q00000008

know constitutes a criminal misdemeanor punishable upon conviction by a fine of as much as $1,000 or imprisonment for as long as 1 year, or both, together with the costs of prosecution.

Such person shall also notify each such officer and employee that any such unauthorized inspection or disclosure of returns or return information may also result in an award of civil damages against the officer or employee [United States for Federal employees] in an amount equal to the sum of the greater of $1,000 for each act of unauthorized inspection or disclosure with respect to which such defendant is found liable or the sum of the actual damages sustained by the plaintiff as a result of such unauthorized inspection or disclosure plus in the case of a willful inspection or disclosure which is the result of gross negligence, punitive damages, plus the costs of the action. These penalties are prescribed by IRC 7213A and 7431.

(3) Additionally, it is incumbent upon the contractor to inform its officers and employees of the penalties for improper disclosure imposed by the Privacy Act of1974, 5 U.S.C. 552a.

Specifically, 5 U.S.C. 552a(i)(1), which is made applicable to contractors by 5 U.S.C.

552a(m)(1), provides that any officer or employee of a contractor, who by virtue of his/her employment or official position, has possession of or access to agency records which contain individually identifiable information, the disclosure of which is prohibited by the Privacy Act or regulations established thereunder, and who knowing that disclosure of the specific material is prohibited, willfully discloses the material in any manner to any person or agency not entitled to receive it, shall be guilty of a misdemeanor and be fined not more than $5,000.

(4) Granting a contractor access to FTI must be preceded by certifying that each individual understands the agency’s security policy and procedures for safeguarding IRS information.

Annual training and certification is required. Training is accessible for all Census contractors provided email access, i.e. @census.gov, can access the training at https://doc.csod.com/LMS/catalog/Welcome.aspx? For contractors without a Census email, please contact the Policy Coordination Office on (301) 763-6440 for training procedures.

8.7.3 Inspection

The IRS and the Agency shall have the right to send its officers and employees into the offices and plants of the contractor for inspection of the facilities and operations provided for the performance of any work under this contract. On the basis of such inspection, specific measures may be required in cases where the contractor is found to be noncompliant with contract safeguards.

9. Contract Clauses

9.1 FAR 52.252-2 Clauses Incorporated by Reference (Feb 1998)

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

PAGE 23 OF 32 1333LB18Q00000008

FAR 52.213-4 Terms and Conditions—Simplified Acquisitions (Other Than Commercial Items) (Aug 2018)

(a)…