Revised Smart Grid 1333ND-20-Q-NB730015.pdf

SOLICITATION, OFFER AND AWARD 1. THIS CONTRACT IS A RATED

ORDER UNDER DPAS (15 CFR 7900)

RATING

PAGE OF

PAGES

2. CONTRACT NUMBER 3. SOLICITATION NUMBER 4. TYPE OF SOLICITATION 5. DATE ISSUED 6. REQUISITION/PURCHASE NUMBER

1333ND20QNB730015 SEALED BID (IFB)

NEGOTIATED (RFP)

NB730040-19-00598

NB730040-19-00598

7. ISSUED BY CODE 000SB 8. ADDRESS OFFER TO (If other than Item 7)

NATIONAL INST OF STDS AND TECHNOLOGY

100 BUREAU DRIVE STOP 1640

BUILDING 301 ROOM B129

GAITHERSBURG MD 20899-1640

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

SOLICITATION

9. Sealed offers in original and 1 copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if handcarried, in the depository located in NIST until 12:00

PM ET

local time DEC 30, (Hour) (Date)

CAUTION - LATE Submissions, Modifications, and Withdrawls: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

B. TELEPHONE (NO COLLECT CALLS)10. FOR

INFORMATION CALL

A. NAME

LAUREN PHELPS AREA CODE

NUMBER

975-3062

EXTENSION

C. E-MAIL ADDRESS

lauren.phelps@nist.gov

11. TABLE OF CONTENTS

(X) SEC. DESCRIPTION PAGES(S) (X) SEC. DESCRIPTION PAGE(S)

PART 1 - THE SCHEDULE PART II - CONTRACT CLAUSES

X A SOLICITATION/CONTRACT FORM 1 - 1 I CONTRACT CLAUSES -

X B SUPPLIES OR SERVICES AND PRICES/COSTS 3 - 3 PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

C DESCRIPTION/SPECS./WORK STATEMENT - J LIST OF ATTACHMENTS -

D PACKAGING AND MARKING - PART IV - REPRESENTATIONS AND INSTRUCTIONS

E INSPECTION AND ACCEPTANCE - K REPRESENTATIONS, CERTIFICATIONS AND OTHER -

F DELIVERIES OR PERFORMANCE - STATEMENTS OF OFFERORS

G CONTRACT ADMINISTRATION DATA - L INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS -

H SPECIAL CONTRACT REQUIREMENTS - M EVALUATION FACTORS FOR AWARD -

OFFER (Must be fully completed by offeror) NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

12. In compliance with the above, the undersigned agrees, if this offer is accepted within calendar days (60 calendar days unless a different period is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52.232-8)

10 CALENDAR DAYS (%) 20 CALENDAR DAYS (%) 30 CALENDAR DAYS (%) CALENDAR DAYS (%)

14. ACKNOWLEDGMENT OF AMENDMENTS AMENDMENT NO. DATE AMENDMENT NO. DATE

(The offeror acknowledges receipt of amendments to the SOLICITATION for offerors and related documents numbered and dated):

CODE FACILITY 16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER

15A. NAME AND

ADDRESS OF

OFFEROR

(Type or print)

15B. TELEPHONE NUMBER 15C. CHECK IF REMITTANCE ADDRESS IS DIFFERENT

AREA CODE NUMBER

EXTENSION FROM ABOVE - ENTER SUCH ADDRESS IN SCHEDULE.

17. SIGNATURE 18. OFFER DATE

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

10 U.S.C. 2304(c) 41 U.S.C. 3304(a) ( )

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

(4 copies unless otherwise specified)

ITEM

24. ADMINISTERED BY (If other than Item 7) 25. PAYMENT WILL BE MADE BY CODE

26. NAME OF CONTRACTING OFFICER(Type or print) 27. UNITED STATES OF AMERICA 28. AWARD DATE

(Signature of Contracting Officer)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (REV. 6/2014)

Prescribed by GSA - FAR (48 CFR) 53.214(c)

PAGE 1 OF 54 1333ND20QNB730015

Attachment Page

PAGE 2 OF 54 1333ND20QNB730015

This amended solicitation is a Request for Quotations (RFQ). The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2020-01, effective November 12, 2019.

The associated North American Industrial Classification System (NAICS) code for this procurement is 541690 – Other Scientific Technical and Consulting Services with a small business size standard of $16.5 Million.

This acquisition is being procured 100% set aside for Small Business concerns. FAR Part 12 and FAR Part 13.5 acquisition procedures will be utilized.

The Government intends to award one or more Indefinite Delivery/ Indefinite Quantity (IDIQ) contracts to provide technical support for National Institute of Standards and Technology (NIST) Cyber Physical Systems (CPS) and Smart Grid activities.

The maximum cumulative amount of all orders placed under the IDIQ contracts shall be $6,000,000.00, across all potential IDIQ contracts.

SCHEDULE Continued

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 Base Period: The Contractor shall provide Technical Support for Smart Grid / Cyber-Physical Systems Research and Standards in accordance with the attached IDIQ Statement of Work.

Period of Performance: One Year from Date of Award

1.00 LO

0002 Option Period 1: The Contractor shall provide Technical

Research and Standards in accordance with the

Period of Performance: One Year

0003 Option Period 2: The Contractor shall provide Technical

Research and Standards in accordance with the

0004 Option Period 3:The Contractor shall provide Technical

Research and Standards in accordance with the

0005 Option Period 4: The Contractor shall provide Technical

Research and Standards in accordance with the

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Table of Contents

Questions & Answers

Statement of Work - IDIQ

Instructions to Offerors

Evaluation Factors

Statement of Work - Mock Task Order

52.202-1 DEFINITIONS (NOV 2013)

52.203-3 GRATUITIES (APR 1984)

52.203-11 CERTIFICATION AND DISCLOSURE REGARDING PAYMENTS TO INFLUENCE CERTAIN FEDERAL TRANSACTIONS (SEP

2007)

52.203-12 LIMITATION ON PAYMENTS TO INFLUENCE CERTAIN FEDERAL TRANSACTIONS (OCT 2010)

52.204-3 TAXPAYER IDENTIFICATION (OCT 1998)

52.204-4 PRINTED OR COPIED DOUBLE-SIDED ON POSTCONSUMER FIBER CONTENT PAPER (MAY 2011)

52.204-6 UNIQUE ENTITY IDENTIFIER (OCT 2016)

52.204-7 SYSTEM FOR AWARD MANAGEMENT (OCT 2018)

52.204-9 PERSONAL IDENTITY VERIFICATION OF CONTRACTOR PERSONNEL (JAN 2011)

52.204-12 UNIQUE ENTITY IDENTIFIER MAINTENANCE (OCT 2016)

52.204-13 SYSTEM FOR AWARD MANAGEMENT MAINTENANCE (OCT 2018)

52.204-16 COMMERCIAL AND GOVERNMENT ENTITY CODE REPORTING (JUL 2016)

52.204-17 OWNERSHIP OR CONTROL OF OFFEROR (JUL 2016)

52.204-18 COMMERCIAL AND GOVERNMENT ENTITY CODE MANAGEMENT (JUL 2016)

52.204-19 INCORPORATION BY REFERENCE OF REPRESENTATIONS AND CERTIFICATIONS (DEC 2014)

52.204-20 PREDECESSOR OF OFFEROR (JUL 2016)

52.204-21 BASIC SAFEGUARDING OF COVERED CONTRACTOR INFORMATION SYSTEMS (JUN 2016)

52.204-24 REPRESENTATION REGARDING CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR

EQUIPMENT. (AUG 2019)

52.204-25 PROHIBITION ON CONTRACTING FOR CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR

EQUIPMENT. (AUG 2019)

52.209-2 PROHIBITION ON CONTRACTING WITH INVERTED DOMESTIC CORPORATIONS-REPRESENTATION (NOV 2015)... 42

52.209-5 CERTIFICATION REGARDING RESPONSIBILITY MATTERS (OCT 2015)

52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT 2018)

52.209-11 REPRESENTATION BY CORPORATIONS REGARDING DELINQUENT TAX LIABILITY OR A FELONY CONVICTION UNDER

ANY FEDERAL LAW (FEB 2016)

52.209-12 CERTIFICATION REGARDING TAX MATTERS (FEB 2016)

52.209-13 VIOLATION OF ARMS CONTROL TREATIES OR AGREEMENTS--CERTIFICATION. (JUN 2018)

52.212-1 INSTRUCTIONS TO OFFERORS--COMMERCIAL ITEMS (OCT 2018)

52.212-3 OFFEROR REPRESENTATIONS AND CERTIFICATIONS--COMMERCIAL ITEMS (OCT 2018)

52.212-4 CONTRACT TERMS AND CONDITIONS--COMMERCIAL ITEMS (OCT 2018)

52.217-5 EVALUATION OF OPTIONS (JUL 1990)

52.222-18 CERTIFICATION REGARDING KNOWLEDGE OF CHILD LABOR FOR LISTED END PRODUCTS (FEB 2001)

52.222-22 PREVIOUS CONTRACTS AND COMPLIANCE REPORTS (FEB 1999)

52.222-25 AFFIRMATIVE ACTION COMPLIANCE (APR 1984)

52.222-46 EVALUATION OF COMPENSATION FOR PROFESSIONAL EMPLOYEES (FEB 1993)

52.225-14 INCONSISTENCY BETWEEN ENGLISH VERSION AND TRANSLATION OF CONTRACT (FEB 2000)

52.225-17 EVALUATION OF FOREIGN CURRENCY OFFERS (FEB 2000)

52.225-18 PLACE OF MANUFACTURE (AUG 2018)

52.225-25 PROHIBITION ON CONTRACTING WITH ENTITIES ENGAGING IN CERTAIN ACTIVITIES OR TRANSACTIONS RELATING

TO IRAN--REPRESENTATION AND CERTIFICATIONS (AUG 2018)

52.227-1 AUTHORIZATION AND CONSENT (DEC 2007)

52.227-2 NOTICE AND ASSISTANCE REGARDING PATENT AND COPYRIGHT INFRINGEMENT (DEC 2007)

52.227-14 RIGHTS IN DATA--GENERAL (MAY 2014)

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Table of Contents

52.227-17 RIGHTS IN DATA--SPECIAL WORKS (DEC 2007)

52.229-3 FEDERAL, STATE, AND LOCAL TAXES (FEB 2013)

52.232-1 PAYMENTS (APR 1984)

52.232-8 DISCOUNTS FOR PROMPT PAYMENT (FEB 2002)

52.232-11 EXTRAS (APR 1984)

52.232-17 INTEREST (MAY 2014)

52.232-23 ASSIGNMENT OF CLAIMS (MAY 2014)

52.232-25 PROMPT PAYMENT (JAN 2017)

52.232-39 UNENFORCEABILITY OF UNAUTHORIZED OBLIGATIONS (JUNE 2013)

52.232-40 PROVIDING ACCELERATED PAYMENTS TO SMALL BUSINESS SUBCONTRACTORS (DEC 2013)

52.233-1 DISPUTES (MAY 2014)

52.233-4 APPLICABLE LAW FOR BREACH OF CONTRACT CLAIM (OCT 2004)

52.237-2 PROTECTION OF GOVERNMENT BUILDINGS, EQUIPMENT, AND VEGETATION (APR 1984)

52.242-13 BANKRUPTCY (JUL 1995)

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

52.252-5 AUTHORIZED DEVIATIONS IN PROVISIONS (APR 1984)

52.252-6 AUTHORIZED DEVIATIONS IN CLAUSES (APR 1984)

52.253-1 COMPUTER GENERATED FORMS (JAN 1991)

1352.208-70 RESTRICTIONS ON PRINTING AND DUPLICATING (APR 2010)

1352.209-70 POTENTIAL ORGANIZATIONAL CONFLICT OF INTEREST (APR 2010)

1352.209-73 COMPLIANCE WITH THE LAWS (APR 2010)

1352.209-74 ORGANIZATIONAL CONFLICT OF INTEREST (APR 2010)

1352.237-70 SECURITY PROCESSING REQUIREMENTS - HIGH OR MODERATE RISK CONTRACTS (APR 2010)

1352.237-71 SECURITY PROCESSING REQUIREMENTS - LOW RISK CONTRACTS (APR 2010)

52.212-2 EVALUATION--COMMERCIAL ITEMS (OCT 2014)

52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE ORDERS--COMMERCIAL

ITEMS (OCT 2019)

52.216-18 ORDERING (OCT 1995)

52.216-19 ORDER LIMITATIONS (OCT 1995)

52.216-22 INDEFINITE QUANTITY (OCT 1995)

52.216-27 SINGLE OR MULTIPLE AWARDS (OCT 1995)

52.217-7 OPTION FOR INCREASED QUANTITY--SEPARATELY PRICED LINE ITEM (MAR 1989)

52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

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

52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

1352.201-70 CONTRACTING OFFICER?s AUTHORITY (APR 2010)

1352.201-72 CONTRACTING OFFICER`S REPRESENTATIVE (COR) (APR 2010)

1352.215-72 INQUIRIES (APR 2010)

1352.216-75 MINIMUM AND MAXIMUM CONTRACT AMOUNTS (APR 2010)

1352.216-77 CEILING PRICE (APR 2010)

1352.233-70 AGENCY PROTESTS (APR 2010)

1352.233-71 GAO AND COURT OF FEDERAL CLAIMS PROTESTS (APR 2010)

1352.237-75 KEY PERSONNEL (APR 2010)

1352.270-70 PERIOD OF PERFORMANCE (APR 2010)

NIST LOCAL-04BILLING INSTRUCTIONS

NIST LOCAL-07COMPUTER SECURITY POLICY

NIST LOCAL-36TRAVEL NOTE

NIST LOCAL-55ELECTRONIC BILLING INSTRUCTIONS FOR DELIVERY/TASK ORDERS

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CLAUSES

Questions & Answers

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NIST Cyber Physical Systems and Smart Grid Support IDIQ RFQ No. 1333ND-20-Q-NB730015

Questions & Answers

1) In Section XII- IDIQ Contract Labor Requirements, it’s stated that the Program Management should have a Master’s Degree in Physics or Engineering: Is the Master’s degree a hard requirement? We have professionals with over 20 years’ experience in Smart Grid without a Master’s Degree. Can we substitute experience with the Degree?

Please see the attached revised IDIQ Statement of Work. The minimum qualifications for the IDIQ and Task Order Program Managers have been revised.

The IDIQ Program Manager minimum required qualifications now include a Bachelor’s degree and at least seven (7) years of experience in project management. Preferred qualifications are now also included for the IDIQ Program Manager. Preferred qualifications are not mandatory but key personnel proposed who meet all minimum qualifications as well as some or all of preferred qualifications will be given greater consideration.

The Task Order Program Manager minimum required qualifications now include seven (7) years of experience in project management in the area of cyber physical systems and smart grid.

2) In Section XII- IDIQ Contract Labor Requirements, it’s stated that the Technical Lead and Subject Matter Expert should have a Master’s Degree in Physics or Engineering: Is the Master’s degree a hard requirement? We have professionals with over 20 years’ experience in Smart Grid without a Master’s Degree. Can we substitute experience with the Degree?

Please see the attached revised IDIQ Statement of Work. The Senior Subject Matter Expert (Technical Lead) and Subject Matter Expert minimum requirements have been updated to include a Bachelor’s Degree instead of a Master’s Degree.

3) In Section XII- IDIQ Contract Labor Requirements, it’s stated that the Technical Analyst should have a Master’s Degree in Physics or Engineering: Is the Master’s degree a hard requirement? We have professionals with over 20 years’ experience in Smart Grid without a Master’s Degree. Can we substitute experience with the Degree?

PAGE 7 OF 54 1333ND20QNB730015

Please see the attached revised IDIQ Statement of Work. The Technical Analyst and Communications Analyst minimum requirements have been updated to include a Bachelor’s Degree instead of a Master’s Degree.

4) In regards to the Education qualifications for staff, can it be Bachelor’s + xx years?

Yes. Please see the attached revised IDIQ Statement of Work.

5) Pg 14. XII. IDIQ CONTRACT LABOR REQUIREMENTS - IDIQ Program Manager.

a. Since the responsibilities of the IDIQ manager are overall management of task orders, communication, overseeing the task order program manager (who will have deep CPS \ Smartgrid knowledge), etc… would NIST be willing to:

i. substitute years of experience managing technical projects and IDIQs that are not in the area of cyber-physical systems and smart grid?

Please see the updated IDIQ Statement of Work attached. NIST has removed the requirement for all years of experience to include managing projects in the area of cyber-physical systems and smart grid.

NIST has instead included preferred qualifications in the IDIQ Statement of Work for the IDIQ Program Manager. Preferred qualifications are not mandatory but key personnel proposed who meet all minimum qualifications as well as some or all of preferred qualifications will be given greater consideration.

ii. reduce the number of years experience for the IDIQ Program Manager to 7 years of experience in managing technical contracts?

Please see the updated IDIQ Statement of Work attached.

NIST has reduced the required number of years of experience for the IDIQ Program Manager to 7. Please note, however, that the requirement for a Bachelor’s Degree, in any field, has been added for the IDIQ Program Manager.

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6) Do you also require a Small Business designation?

No, a Small Business Designation form is not required; however, offerors must be registered in their U.S. System for Award Management representations and certifications as a small business under the small business size standard applicable to this solicitation.

7) What is “or equivalent” for the PM and TOPM for the PMP?

Please see the updated IDIQ Statement of Work attached. The phrase “or equivalent” has been removed from IDIQ Program Manager requirements.

8) Does the mock task order response count against the Technical Volume page count? The mock order itself is 7 pages and a response to it would likely then be similar.

Yes, the mock task order response counts against the Technical Volume page limit. Please restrict the responses to the Technical Volume’s 45-page limit.

9) Can non-US citizens be a part of the pulled labor pool?

There is no blanket prohibition on the use of non-U.S. citizens for the anticipated IDIQ contract. However, if a given task order under the contract includes requirements that would prohibit the contractor’s use of non-U.S. citizens, the task order will specifically state so. Additionally, see the clauses at 1352.237-70 and 1352.237-71 for security processing requirements for U.S. citizens versus non-U.S. citizens. Contractor employees must be verified as eligible for employment in accordance with FAR Clause 52.222-54 Employment Eligibility Verification, which is included in the clauses associated with this solicitation.

10) Where is the Past Performance Questionnaire attachment as referenced in the

RFQ?

The Past Performance Questionnaire attachment was posted on December 2, 2019 via solicitation update.

11) Will the deadline to respond be extended due to the fact the Past Performance Questionnaire, a required element, was not attached per the language in the solicitation, and to reflect the shortened time to get responses?

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The quotation submission deadline has been extended to December 30, 2019 at 12:00 PM Eastern.

12) Pg 18. XIV. ORDERING AND IDIQ CONTRACT INFORMATION.

a. Please clarify the simplified acquisition threshold. Will streamlined processes/simplified acquisition potentially apply to Task Orders between $3,500 and $5.5 million?

The Simplified Acquisition Threshold is not changed as a result of this solicitation or the resultant contract. It remains $250,000.

The IDIQ Statement of Work does not say that “simplified acquisition procedures” will be used for orders between $3,500 and $5.5 million; it says that streamlined processes may be used. Per the IDIQ Statement of Work, Section XIV, and per FAR 16.505(b), fair opportunity will be provided to all contract holders for any task order exceeding $3,500.00, and the Contracting Officer may use streamlined procedures.

Streamlined procedures and simplified acquisition procedures are not necessarily the same thing. Per FAR 16.505(b), the Contracting Officer has broad discretion in developing order placement procedures and should keep submission requirements to a minimum.

13) Pg 31. MOCK TASK ORDER STATEMENT OF WORK.

Please confirm:

a. The contractor should provide staff to facilitate the breakout sessions, as well as perform note-taking.

Yes, the contractor should provide staff to facilitate the breakout sessions, as well as perform note-taking.

b. Badges and security are typically handled by NIST Conference Services for workshops held at the NIST Gaithersburg Campus. Since the SOW indicates the Contractor should handle name tags, please clarify if NIST Conference Services will perform this service.

Please see updates in track changes to the Mock Task Order Statement of Work. For the purposes of the Mock Task Order, please assume that NIST Conference Services will handle name tags and security at the NIST Gaithersburg Campus.

Statement of Work - IDIQ

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SMART GRID / CYBER PHYSICAL SYSTEMS RESEARCH

AND STANDARDS TECHNICAL SUPPORT

STATEMENT OF WORK

I. INTRODUCTION

Cyber-physical systems (CPS) can be described as smart systems that comprise interacting digital, analog, physical, and human components engineered for function through integrated logic and physics. CPS and related systems, including the Internet of Things (IoT) and the Industrial Internet, are widely recognized as having great potential to enable innovative applications and impact multiple economic sectors in the worldwide economy. The Smart Grid is an example of a

CPS.

II. BACKGROUND

Under Title XIII, Section 1305 of the Energy Independence and Security Act (EISA) of 2007, the U. S. Department of Commerce, National Institute of Standards and Technology (NIST) has “primary responsibility to coordinate development of a framework that includes protocols and model standards for information management to achieve interoperability of Smart Grid (SG) devices and systems…” This role provides a catalyst for a more timely deployment of a secure and reliable smart grid that upgrades the aging electrical power grid infrastructure.

In mid-2014, NIST established the CPS Public Working Group (CPS PWG) to bring together a broad range of CPS experts in an open public forum to develop a shared understanding of CPS and its foundational concepts and unique dimensions. The CPS PWG promotes progress through exchanging ideas and integrating research across sectors and supports development of CPS with new functionalities.

One resulting product of the CPS PWG was the CPS Framework, a unifying framework that describes the range of unique dimensions of CPS (and Internet of Things) in terms of aspects, or groupings, of stakeholder-based concerns to be addressed during systems engineering development, and facets, “modes of thinking,” to organize activities and outputs in conceptualization, realization and assurance, compatible with any desired systems engineering approach. NIST has also established a CPS testbed. Other CPS-related activities include the IoT enabled smart cities (IES-cities) framework and the Global Cities Team Challenge collaborative platform, for the development of smart cities and communities.

III. OBJECTIVES

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SMART GRID / CYBER PHYSICAL SYSTEMS RESEARCH

AND STANDARDS TECHNICAL SUPPORT

STATEMENT OF WORK

The purpose of this acquisition is to establish a multiple award indefinite-delivery indefinite-quantity (IDIQ) contract which will provide technical support for NIST CPS and Smart Grid activities. NIST Smart Grid and CPS Program Office technical support requirements vary and are subject to rapidly developing and deploying technology; IDIQ support contracts are required to streamline the procurement process for these tasks.

Task orders issued under the multiple award IDIQ contract may be firm fixed price, labor hour, time & materials, or combinations of these contract types.

IV. SCOPE

The scope of the resulting IDIQ contract(s) shall encompass support of NIST CPS and Smart Grid activities in the task areas detailed below. Any deliverables described in the tasks below are high-level examples of the types of deliverables that would be required under a given task order. Specific deliverables will be described in each individual task order issued under the IDIQ contract(s).

Task 1: Support the Public Comment Process

Contractor shall support the public comment process on critical NIST CPS and Smart Grid related documents and activities. The contractor shall perform activities including and related to preparing draft Federal Register Notices and draft public comment responses. All final decisions on notices and responses to comments will be made by Government personnel.

Deliverables

Deliverables are document drafts, monthly reports, reports of comment responses and technical context. The monthly reports shall include meeting highlights, summary technical input provided, summary of relevant documents, and issues/concerns/roadblocks.

Task 2: Provide Subject Matter Expertise

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AND STANDARDS TECHNICAL SUPPORT

STATEMENT OF WORK

The Contractor shall participate as subject matter experts on relevant technical committees and working groups, including standard-developing organizations (SDOs) and standard-setting organizations (SSO), to provide CPS-related technical expertise. These groups shall be involved in CPS-related activities or sectors, such as smart buildings and infrastructure, smart transportation and mobility, smart grid, smart manufacturing, and smart health care. Contractor shall perform activities for the following: attend relevant meetings, provide technical expertise, assist in development of requirements, write appropriate material, and provide support to facilitate processes. All decisions regarding final requirements documents will be made by Government personnel.

Deliverables

Deliverables are document drafts and monthly reports. These reports shall include meeting highlights, summary technical input provided, summary of relevant documents, and issues/concerns/roadblocks.

Task 3: Provide Program Management Support to Accelerate Standards

Participate and contribute to specific Smart Grid and CPS-related standards technical committees and working groups in order to accelerate development.

Contractor shall participate on and contribute to specific technical committees and working groups, in organizations such as SEPA, NEMA, and others in order to accelerate standards development. Contractor shall work within the identified organization’s processes (example, see https://sepapower.org) and engage stakeholders using a consensus-based process to accelerate the standards processed by the following: developing use cases, identifying gaps in standards with respect to those use cases, developing requirements that address the gaps and coordinating with SDOs/SSOs to develop or modify existing standards and guidelines that meet those requirements. This includes attending meetings (mostly virtual, although some could be face-to-face). The method of meeting will be defined at the task order level. All decisions regarding final requirements documents will be made by Government personnel.

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AND STANDARDS TECHNICAL SUPPORT

STATEMENT OF WORK

Deliverables

Deliverables include monthly reports and document drafts. Monthly reports shall include meeting highlights, summary technical input provided, summary of relevant documents, and issues/concerns/roadblocks.

Task 4: Organize and Facilitate Technical Meetings and Workshops

Organize and facilitate technical meetings and workshops to gather input from the public or technical experts on critical CPS and smart grid subject areas, and research areas.

Contractor shall organize and facilitate technical meetings and workshops to gather input from the public or technical experts on critical CPS subject and research areas. Contractor shall perform the following activities: organizing workshops, obtaining venues as appropriate, developing agendas, assisting on marketing and invited speaker logistics, publicizing the event, booth setup, participating in workshop meetings and panels as appropriate, engaging attendees, and providing report on workshop results. All final decisions regarding technical meetings and workshops shall be at Government discretion.

Any of the following workshop types may be required

• Workshop Type A: Outside venue (not on NIST Gaithersburg campus), identifying and securing venue, agenda development, meeting facilitation, recording of minutes/discussions, reporting on workshop results.

• Workshop Type B: NIST Gaithersburg campus venue or other NIST-provided venue, agenda development, meeting facilitation, recording of minutes/discussions, reporting on workshop results

• Workshop Type C: NIST Gaithersburg campus venue or other NIST-provided venue, recording of minutes/discussions, reporting on workshop results

• Workshop Type D: NIST Gaithersburg campus venue or other NIST-provided venue, recording of minutes/discussions.

Deliverables

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AND STANDARDS TECHNICAL SUPPORT

STATEMENT OF WORK

Deliverables include monthly reports and document drafts and workshop reports. Monthly reports shall include meeting highlights, summary technical input provided, summary of relevant documents, and issues/concerns/roadblocks. Support planning for research projects and facilities and testing and certification capabilities that support CPS and Smart Grid research.

Task 5: Provide Research Support

Support planning, implementation, and analysis for research projects, scientific facilities development, and testing and certification capability development support CPS and Smart Grid research.

Contractor shall support planning for research projects and facilities and testing and certification capabilities that support CPS and Smart Grid research.

Contractor shall perform the following activities: perform a needs assessment, develop a research plan, recommend physical laboratory plans and equipment, facilitate the development of a testing and certification framework, and provide technical analysis and write-up of the research outcome. All decisions regarding final needs and plans will be made by Government personnel.

Deliverables

Deliverables are monthly reports, laboratory plans, needs assessment reports, and framework documents. Monthly reports shall include meeting highlights, summary technical input provided, summary of relevant documents, and issues/concerns/roadblocks. Summary reports shall include full analysis of the projects including assessment, planning, theory, implementation, and technical analysis.

Task 6: Support Coordination with Other CPS Efforts

Support coordination of technical efforts with other CPS and smart grid systems efforts (internationally, nationally, and regionally). Contractor shall support coordination of technical efforts with other CPS efforts (internationally, nationally, and regionally) to ensure that the US effort is harmonized with the efforts of other countries and regions as well as nationally.

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AND STANDARDS TECHNICAL SUPPORT

STATEMENT OF WORK

Contractor shall provide NIST information and technical analysis on the activities and priorities within other countries and regions, attending international, national or regional meetings that promote harmonization;

support participating in technical and working group meetings that develop standards, guidelines, or policies in order to promote harmonization; providing logistical planning of the meetings.

Deliverables

Deliverables are summary reports on international, national and international activities; and monthly reports. Monthly reports shall include highlights, summary technical input provided, draft documents, and issues/concerns/roadblocks.

Unless otherwise specified, all reports, including monthly reports, are to be delivered electronically to the COR by the 10th day of each month during the performance period of each issued task order.

Task 7: Support Testing Activities

Assist in the realization of CPS and smart grid systems testing goals.

Based on the tasking requirements described by NIST, develop requirements documents, source code implementation, and test code to demonstrate the desired feature sets. All decisions regarding final requirements documents will be made by Government personnel.

Deliverables

Deliverables are software projects. They will consist of well-defined and documented components that can be directly used in the NIST CPS and Smart Grid Testbeds.

Task 8: General Technical Support

Accelerate the development of interoperability and technical innovation in CPS and smart grid systems efforts.

Create requirements documents, map existing standards to requirements, evaluate and analyze existing architecture, complete gap analyses of existing

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AND STANDARDS TECHNICAL SUPPORT

STATEMENT OF WORK

standards at key interfaces throughout the architecture, develop roadmap(s)/framework(s) to guide standards/technology/innovation development and harmonization. All decisions regarding final requirements documents will be made by Government personnel.

Deliverables

Deliverables are document drafts and monthly reports. The monthly reports shall include any meeting highlights, summary technical input provided, summary of relevant documents, and issues/concerns/roadblocks.

V. TRAVEL

Individual task orders may require contractor travel. If applicable, travel requirements will be detailed in task order RFQs including, and to the maximum extent practicable, the dates and location(s) for which travel is required.

The Contractor shall be responsible for making its own travel plans and arrangements for airline tickets, hotel reservations, car rental reservations, etc., as well as arranging for passports and visas if foreign travel is required.

All travel costs associated with the performance of task order requirements will be reimbursed in accordance with the Federal Travel Regulation (FTR), up to the not-to-exceed maximum identified in each awarded task order. Contractors shall be reimbursed only for Contracting Officer-authorized and approved incurred travel costs at or below the “not to exceed” amount specified on the task order. Travel cost invoices shall be submitted with itemized costs and supporting documentation, as applicable per the FTR. Time spent travelling is not billable, per the FTR.

VI.OTHER DIRECT COSTS (ODCs)

Other Direct Costs (ODCs) may be required in the contractor’s performance of specific task orders issued. ODCs may include costs for meeting facilities, printing of material, signage, badges, and other expenses.

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The Contractor shall include estimated ODCs as a not-to-exceed line item in task order quotations, unless otherwise instructed in a given task order RFQ. The NIST will evaluate ODCs as part of the task order request for quotation evaluation process, unless otherwise specified.

Contractors shall be reimbursed only for Contracting Officer-authorized and approved ODCs at or below the “not to exceed” amount specified on the task order. ODC invoices shall be submitted with itemized costs and supporting documentation.

VII. INSPECTION AND ACCEPTANCE OF DELIVERABLES

Review of deliverables will be performed by the Contracting Officer’s Representative (COR). Each task order will specify the frequency and specific performance standards, acceptance criteria for deliverables. Timelines for reviews and re-submissions of deliverables will be defined in each task order. Deliverables must meet all requirements of the task order prior to acceptance.

VIII. PLACE OF PERFORMANCE

Work under resultant task orders shall be performed at the Contractor’s site or at a National Institute of Standards and Technology site (as specified in task order RFQs), unless otherwise indicated in the task order.

IX. PERIOD OF PERFORMANCE

The period of performance for the IDIQ contracts resulting from this Statement of Work shall be a one-year base period and four (4) one-year option periods.

Individual task orders may have varying periods of performance within the limitations of this statement of work. Task orders may include options authorizing the Government to extend the period of performance or to exercise separately priced option line items for subsequent task order work.

X. GOVERNMENT-FURNISHED PROPERTY, DATA, INTELLECTUAL

PROPERTY AND INFORMATION

Government Furnished Information/Government Furnished Equipment (GFI/GFE) will be specified in each task order. All property, data and information provided by

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the Government in the performance of this task will remain the property of the Government and must be surrendered to the Government upon completion or termination of the contract.

For on-site work at NIST facilities, telephones, facsimile machines, copiers and computer equipment will be authorized for transaction of official business only and shall not be used for personal business. Telephones, facsimile machines and computer equipment are subject to communications security monitoring at all times. Space used by Contractor personnel in performance of services may be used for other purposes during their absences. Items of clothing, personal effects, or equipment cannot be secured by the Government during their absence. The Government will not incur any liability for theft, damage to, or loss of such personal items.

XI. DATA RIGHTS

The Government shall maintain unlimited data rights to all deliverables generated under task orders under this contract.

XII. IDIQ CONTRACT LABOR REQUIREMENTS

This section describes the mandatory labor categories that the contractor shall make available under its IDIQ contract for use in task orders issued.

The contractor shall provide qualified personnel to perform the tasks identified in this Statement of Work and in subsequent task order RFQs. Aside from the single key personnel position identified and required at the IDIQ contract level (see Section XIII of this Statement of Work), key personnel shall be proposed and assigned at the task order level. The Contractor shall maintain the personnel, organization, and administrative control necessary to ensure that the work delivered meets task order requirements.

The labor categories listed below, with associated minimum qualifications, are required for this IDIQ contract. Note that additional/higher education will not be accepted in lieu of the years of experience required for each labor category.

IDIQ Program Manager:

Minimum Qualifications: The IDIQ Program Manager shall have a Bachelor’s degree at least 10 seven (7) years of experience in project management in the

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area of cyber-physical systems and smart grid. Number of years of work experience and/or number of directly relevant publications shall be considered in determining the 10seven (7) years of experience. The IDIQ Program Manager must also have a Project Management Institute (PMI) Program Management Professional (PMP) certification (or equivalent).

Preferred Qualifications: It is preferred that one or more of the seven (7) minimum required years of experience in project management include project management in the area of cyber-physical systems and smart grid efforts. More years of project management experience in the area of cyber-physical systems and smart grid efforts is even more preferred. It is preferred that the IDIQ Program Manager has a Project Management Institute (PMI) Program Management Professional (PMP) certification.

Duties: The IDIQ Program Manager shall serve as the program manager for the IDIQ contract as a whole. The IDIQ Program Manager shall be responsible for overall management of all task order(s) and ensuring that the technical solutions and schedules of the task orders are implemented in a timely manner. The IDIQ Program Manager shall serve as the primary point of contact for the IDIQ contract as a whole and may supervise Task Order Program Managers.

Task Order Program Manager:

Minimum Qualifications: The Task Order Program Manager shall have at least 10 seven (7) years of experience in project management in the area of cyber-physical systems and smart grid. Cyber-physical and smart grid experience shall include testing, standardization, and international activity, as shown by publication record (including conference talks and journal papers), experience leading and participating in standard setting organizations, and previous work experience. The Task Order Program Manager must also have a Project Management Institute (PMI) Program Management Professional (PMP) certification (or equivalent).

Duties: The Task Order Program Manager shall be responsible for the overall management of individual task order(s), including programmatic oversight.

Senior Subject Matter Expert (Technical Lead):

Minimum Qualifications: The Senior Subject Matter Expert (Technical Lead) shall

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have, at minimum, a Master’s Bachelor’s degree in Physics or Engineering and 10 years of cyber-physical and smart experience. Experience shall include testing, standardization, and international activity, as shown by publication record (including conference talks and journal papers), experience leading and participating in standard setting organizations, and previous work experience.

Duties: The Senior Subject Matter Expert shall provide advanced subject matter knowledge and technical leadership, for individual task order(s). Subject matter knowledge required may include: cyber-security, power systems, advanced communications, smart grid or CPS standards, smart sensors, timing, trustworthiness, testing and certification, co-simulation, distributed computing.

Subject Matter Expert:

Minimum Qualifications: The Subject Matter Expert shall have, at minimum, a Master’s Bachelor’s degree in Physics or Engineering. The Contractor shall have at least 5 years of experience in the technologies listed in the “Duties” section below. Proficiency shall be judged based on direct experience, with the number of years of work experience, and/or number of directly relevant publications.

Duties: The Subject Matter Expert shall provide subject matter knowledge and technical support for specific individual order(s). Subject matter knowledge required may include: cyber-security, power systems, advanced communications, smart grid or CPS standards, smart sensors, timing, trustworthiness, testing and certification, co-simulation, distributed computing.

Technical Analyst:

Minimum Qualifications: The Technical Analyst shall have at least a Master’s Bachelor’s degree or higher in Physics or Engineering. The Contractor shall have at least 10 years of experience in the technologies listed in the “Duties” section below. Proficiency shall be judged based on direct experience, with the number of years of work experience, and/or number of directly relevant publications.

Duties: The Technical Analyst shall provide technical expertise in a given task order. Skills required may include: cyber-security, power systems, advanced communications, smart grid or CPS standards, smart sensors, timing, trustworthiness, testing and certification, co-simulation, distributed computing.

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Communications Analyst:

Minimum Qualifications: The Communications Analyst shall have, at a minimum, a Master’s Bachelor’s Degree in a science, engineering, or technology field, or the equivalent. The Communication Analyst shall have at least 5 years of experience in data analysis. Proficiency shall be judged based on direct experience, with the number of years of work experience

Duties: The Communications Analyst shall manage and analyze data from 1) workshops, 2) comments from a public comment process, and 3) other sources;

The Communications Analyst shall also provide general technical support.

XIII. KEY PERSONNEL

One (1) IDIQ Program Manager, in accordance with the IDIQ Program Manager requirements identified in Section XII, is required as key personnel at the IDIQ contract level and shall serve as the primary point of contact for overall IDIQ contract management.

Additional key personnel may be required for individual task orders. Key personnel requirements will be included in task order requests for quotation.

XIV. ORDERING AND IDIQ CONTRACT INFORMATION

A. Task Orders: The following procedures apply for this issuance of task orders should there only be one IDIQ contract awarded to one Offeror as a result of the solicitation.

a. Work shall be initiated only by issuance of a fully executed task order by the contracting officer. The work to be performed under these task orders must be within the scope of the SOW in Section C of the contract. The Government is only liable for costs expended under the terms and conditions of the contract to the extent that a fully executed task order has been issued and covers the required work. Charges for any work not authorized shall not be allowed.

b. The Contractor shall provide a quotation/proposal in response to a request for quotation/proposal under the contract. The quotation/proposal shall address the scope of work, specific tasks and deliverables detailed in the SOW/PWS of the applicable task order, and shall include the proposed firm

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fixed price(s). If travel is required, the Contractor shall include estimated travel expenses for the completion of the task order.

c. Based upon the quotation/proposal, the Contractor and the Government shall negotiate the number of hours and labor mix required to complete the task order, any changes in the scope of the work to be performed, the schedule, or the deliverables to be provided in the task order as needed.

d. Within five (5) working days following the conclusion of any negotiations, unless specifically stated otherwise in communications from the Contracting Officer, related to the quotation, the Contractor shall submit a revised quotation/proposal which reflects the negotiated agreement.

e. Task orders shall be considered fully executed upon signature of the contracting officer. The Contractor shall begin work on the task order in accordance with the effective date of the task order.

f. Each task order will specify the following to the maximum extent practicable: 1) Specific Tasks to be performed, 2) Deliverables and Due Dates, 3) Period of Performance, 4) Place of Performance, 5) Firm Fixed Price or Ceiling Price, 6) Any applicable reporting requirements, and 7) Any applicable Government-furnished property.

The following procedures apply for the issuance of task orders should there be multiple IDIQ contracts awarded as a result of the solicitation.

a. The contracting officer will provide each awardee a fair opportunity to be considered for each order exceeding $3,500 issued under the IDIQ contract. Streamlined processes may be used for task orders exceeding $3,500 up to $5.5 million. A request for quotations/proposals will be distributed to all contract holders and will contain, to the maximum extent practicable, the items detailed in c(i-v) below. If the order does not exceed the simplified acquisition threshold, the contracting officer need not contact each of the multiple awardees under the contract before selecting an order awardee if the contracting officer has information available to ensure that each awardee is provided a fair opportunity to be considered for each order. The competition requirements in FAR Part 6 and the policies in FAR Subpart 15.3 do not apply to the ordering process.

b. For task orders exceeding the simplified acquisition threshold,

i. Each order exceeding the simplified acquisition threshold shall be placed on a competitive basis in accordance with FAR 16.505 (b)(1)(iii)(B), unless supported by a written determination that one of the circumstances described at FAR 16.505(b)(2)(i) applies to the order and the requirement is waived on the basis of a justification that is prepared in accordance with FAR 16.505(b)(2)(ii)(B).

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ii. The Contracting Officer shall:

i. Provide a fair notice of the intent to make a purchase, including a clear description of the supplies to be delivered or the services to be performed and the basis upon which the selection will be made to all contractors offering the required supplies or services under the multiple-award contract; and

ii. Afford all contractors responding to the notice a fair opportunity to submit an offer and have that offer fairly considered.

c. For task orders in excess of $5.5 million, a RFQ/RFP will be distributed to all contract holders and will contain, at a minimum –

i. A notice of the task or delivery order that includes a clear statement of NIST’s requirements;

ii. A reasonable response period;

iii. Disclosure of the significant factors and subfactors, including cost or price, that the agency expects to consider in evaluating proposals, and their relative importance;

iv. Where award is made on a best value basis, a written statement documenting the basis for award and the relative importance of quality and price or cost factors; and

v. An opportunity for a post-award debriefing in accordance with FAR Subpart 16.505(b)(6).

d. Exceptions to the fair opportunity process: The contracting officer will give every contract holder a fair opportunity to be considered for a task order exceeding $3,500 unless one of the statutory exceptions detailed in FAR 16.505(b)(2) applies.

B. Task-order and delivery-order ombudsman: Should multiple IDIQ contracts be awarded, NIST will assign an ombudsman for task orders issued under this contract. The ombudsman will review complaints from contractor holders and ensure they are afforded a fair opportunity to be considered, consistent with the procedures in the contract. The ombudsman for this IDIQ contract will be the NIST Contracting Officer. Contact information will be provided upon award of the contracts should multiple awards be issued.

C. Pricing: The ceiling fully-burdened hourly labor rates that shall be used by the Contractor for each labor category when providing an official task order quotation/proposal can be found in the contractor’s IDIQ contract. The description of the minimum requirements for each labor category under this contract can also be found in the IDIQ contract. In no event shall the labor rates identified in the contractor’s IDIQ contract be exceeded for the corresponding labor categories during the corresponding period. The

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contractor may offer, and the Government may request, further price reductions in accordance with commercial practices and market forces at any point during the life of this contract. Such reductions in the labor rates would be incorporated through a bilateral modification to the base contract. In addition, contractors may offer discounts off of their contract’s labor rates when responding to an RFQ/RFP for an individual task order.

D. Minimum and Maximum Orders: NIST shall place orders totaling a minimum of $5,000.00 for each IDIQ contract. The amount of all orders issued under all IDIQ awards shall not exceed $6,000,000.00 over the potential five-year ordering period of IDIQ contracts resulting from this solicitation.

Instructions to Offerors

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INSTRUCTIONS, CONDITIONS AND NOTICES TO OFFERORS OR RESPONDENTS

GENERAL

Quotations shall to conform to the solicitation provisions and be prepared in accordance with this Section. Quotations shall be clearly and concisely written as well as neat, indexed (cross-indexed as appropriate) and logically assembled. All pages of Quotations shall be numbered.

Quotations shall…