RFQ_ATT.0_SF-30_15A00025Q00000094_0001.pdf

15A00025Q00000094/0001 Page 1 of 25

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

1. CONTRACT ID CODE PAGE OF PAGES

1 25

2. AMENDMENT/MODIFICATION NUMBER

3. EFFECTIVE DATE

09/18/2025

4. REQUISITION/PURCHASE REQUISITION NUMBER

DJA-25-APSD-PR-0470

5. PROJECT NUMBER (If applicable)

15A000CODE

ATF - ACQUISITIONS MANAGEMENT

DIVISION

99 NEW YORK AVE. NE, #3.S-153

WASHINGTON, DC 20226

Sheray Millhouse

(O) 2026489071

(F) 2026489654 Sheray.Millhouse@ATF.gov

6. ISSUED BY 15A000CODE

(Same as the "ISSUED BY" - Block 9)

7. ADMINISTERED BY (If other than Item 6)

9A. AMENDMENT OF SOLICITATION NUMBER

15A00025Q00000094

CODE FACILITY CODE

8. NAME AND ADDRESS OF CONTRACTOR (Number, street, country, state and ZIP Code) (X)

X 9B. DATED (SEE ITEM 11)

09/10/2025

10A. MODIFICATION OF CONTRACT/ORDER

NUMBER

10B. DATED (SEE ITEM 13)

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

X XThe above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers is extended, is not extended.

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the following methods: (a) By completing items 8 and 15, and returning __1__copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted; or (c) By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by letter or electronic communication, provided each letter or electronic communication makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

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

IT MODIFIES THE CONTRACT/ORDER NUMBER AS DESCRIBED IN ITEM 14.

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT

ORDER NUMBER IN ITEM 10A.

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

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

D. OTHER (Specify type of modification and authority)

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

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

Amendment 0001 hereby:

1) EXTENDS this buy from 7:00 pm Eastern Time (ET) 9/17/2025 to 1:00 pm ET 9/19/2025;

2) updates clause ATF-04's Addendum to select "TOP SECRET, SENSITIVE COMPARTMENTED INFORMATION (SCI)" vs. "TOP SECRET";

3) revises clause ATF-14;

4) updates Line 0001 to insert "BOA" within "...per year per [BOA] at the..."; and

5) removes the "level of effort" from Section 7.0 of the Statement of Work (inadvertently not removed initially although striked).

THIS AMENDMENT EXTENDS THE SOLICITATION CLOSING DATE/TIME TO: 09/19/2025 - 13:00 ET US/Eastern

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15A. NAME AND TITLE OF SIGNER (Type or print) 16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

Sheray A. Millhouse Contracting Officer

(Signature of person authorized to sign)

15B. CONTRACTOR/OFFEROR 15C. DATE SIGNED

By (Signature of Contracting Officer)

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

Previous edition unusable STANDARD FORM 30 (REV. 11/2016) Prescribed by GSA FAR (48 CFR) 53.243

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Table of Contents

Section Description Page Number

Solicitation/Contract Form 1 Commodity or Services Schedule 2 Contract Clauses

2.1 Price/Cost Info for Contractor

ATF-04_A1 ATF-04_A1 (Addendum 1) - National Security Information (NSI) Access Security Requirements (FEB 2024) ATF-14 Electronic Invoicing (SEPTEMBER 2025)

3 List of Attachments

3.1 Statement of Work

3.3 ATF's Points of Contact

4 Solicitation Provisions 52.212-1 Instructions to Offerors-Commercial Products and Commercial Services (Sep 2023) 52.212-2 Evaluation-Commercial Products and Commercial Services (Nov 2021)

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Section 1 - Commodity or Services Schedule

In-House, Background-Investigative Services - Anticipating multiple-award, Basic-Ordering Agreements (BOAs) as a result

Firm Fixed Price

SCHEDULE OF SUPPLIES/SERVICES

CONTINUATION SHEET

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 In-House, Background-Investigative Services - Estimated @ 2,400 hours per year per [BOA] at the Special Investigator (SI) rates below for the Base Year.

Base Year/Ordering Period (OP) 1

SI I - $50

SI II - $56

SI III - $58

SI IV - $61

See Section 2.1 for pricing of OPs 2-5.

PSC: R615

Previous : 0

Change: 0

Current : 0

EA $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

1001 OP 1

PSC: R615

Previous : 0

Change: 0

Current : 0

EA $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

2001 OP 2

PSC: R615

Previous : 0

Change: 0

Current : 0

EA $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

3001 OP 3

PSC: R615

Previous : 0

Change: 0

Current : 0

EA $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

4001 OP 4

PSC: R615

Previous : 0

Change: 0

Current : 0

EA $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

5001 OP 5

PSC: R615

Previous : 0

Change: 0

Current : 0

EA $________ $_________________

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Section 2 - Contract Clauses

Clauses By Full Text

2.1 Price/Cost Info for Contractor

Per the SOW, annual-rate increases may follow those of the Office of Personnel Management's (OPM's) General Schedule and locality-payment percentages, yet not go into effect until the first (1st) day of the next OP although OPM’s rates are effective January 1st of each year.

ATF-04_A1 ATF-04_A1 (Addendum 1) - National Security Information (NSI) Access Security Requirements (FEB 2024)

This language serves as an addendum to the existing personnel security language to ATF-04. The purpose of the additional language is to implement National Industrial Security Program (NISP) requirements.

The work to be performed under this contract amendment will involve potential access to classified materials, National Security Information (NSI), at the level of [select only one]:

(1) __ SECRET.

(2) __ TOP SECRET.

(3) X TOP SECRET, SENSITIVE COMPARTMENTED INFORMATION (SCI).

The Contractor shall comply with the NISP Operating Manual (NISPOM) for all work performed under this contract that involves access to classified materials.

Duplication or disclosure of the data and other information to which the Contractor employee may have access as a result of this contract is prohibited by Public Law and is subject to criminal penalties.

For the purposes of this amendment, the definition of Security Program Manager (SPM) staff is the Personnel Security Division.

Contractor Facility

The Contractor shall possess a Defense Industrial Security Clearance Office (DISCO) Defense Industrial Security Clearance Facility Code and a Top-Secret Facility Clearance to fully perform this contract. The Contractor must provide proof of maintenance of the Facility Clearance requirement to the Contracting Officer (CO) on an annual basis.

Contractor Personnel

The type of security investigation required will be governed by the type of materials made available to the Contractor employee or facilities in which they need access. Contractor employees that require access to classified materials/facilities will be processed through the NISP.

Access to Classified Materials

Contractor employees requiring access to classified materials will be categorized at the appropriate sensitivity level.

Immediately after contract award, the Contractor's Facility Security Officer (FSO) shall furnish to the COR a list of all contractor employees working under this contract that are proposed to have access to NSI. The list shall include for each individual:

A. Complete name;

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B. Social security number;

C. Date of birth;

D. Type of background investigation;

E. Investigation Closed Date; and

F. Security clearance level.

The COR shall provide the list to the PSD. Additionally, the Contractor's FSO shall provide a clearance certification on each individual validating each individual's clearance to the COR whom must submit to the PSD.

The Contractor shall update this information as individuals are added or deleted from the contract. The Contractor will not be permitted to access to NSI until clearances are granted and clearance certifications are submitted to the ATF/PSD.

Contractor employees are required to take ATF's online course entitled "Introduction to National Security Information" on an annual basis. Failure to complete the aforementioned course within the allotted timeframe could result in the termination of the Contractor employee.

Self-Reporting Requirements

In accordance with ATF Clause 04, all contractor employees must acknowledge and agree to comply with DOJ Policy Statement 1700.04, Department Personnel Security Reporting Requirements.

All Contractor employees must self-report all arrests and allegations of misconduct (on or off duty). Contractor employees must also report in accordance with their Contractor's and Defense Security Services self-reporting policy. Additionally, the following activities must be reported as applicable based on level of clearance.

SECRET CLEARANCE

A. Unofficial foreign travel as detailed below.

B. Attempted elicitation, exploitation, blackmail, coercion, or enticement to obtain classified information or information specifically prohibited by law from disclosure, regardless of means.

C. Media contact, other than for official purposes, where the media seeks access to classified information or other information specifically prohibited by law from disclosure, whether or not the contact results in an unauthorized disclosure.

D. Any bankruptcy or any financial delinquencies over 120 days past due.

E. Any alcohol or drug-related addiction or treatment.

F. An application for, and receipt of, foreign citizenship.

G. An application for, or possession or use of, a foreign passport or identity card for travel.

H. Unofficial contact with a known or suspected foreign intelligence entity.

I. Continuing association with known foreign nationals that involves bonds of affection, personal obligation, intimate contact, or any contact with a foreign national that involves the exchange of personal information.

1. This reporting requirement is based on the nature of the relationship regardless of how or where the foreign national contact was made or how the relationship is maintained (e.g., via personal contact, telephone, postal system, or internet).

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2. Following initial reporting, updates regarding continuing unofficial association with known foreign nationals are required only if, and when, there is a significant change in the nature of the contact.

TOP SECRET

A. Unofficial foreign travel as detailed below.

B. Attempted elicitation, exploitation, blackmail, coercion, or enticement to obtain classified information or information specifically prohibited by law from disclosure regardless of means.

C. Media contacts, other than for official purposes, where the media seeks access to classified information or other information specifically prohibited by law from disclosure, whether or not the contact results in an unauthorized disclosure.

D. Financial anomalies, including, but not limited to, bankruptcy; garnishment; delinquency of over 120 days on any debt; and any unusual infusion of assets of $10,000 or greater, such as an inheritance, winnings, or similar financial gain.

E. Foreign national roommate(s): Any foreign national who co-occupies a residence for more than 30 calendar days.

F. Cohabitant(s).

G. Marriage.

H. Any alcohol or drug related addiction or treatment.

I. An application for, and receipt of, foreign citizenship.

J. An application for, or possession or use of, a foreign passport or identity card for travel.

K. Foreign Activities:

1. Direct involvement in foreign business.

2. Foreign bank account(s).

3. The ownership of foreign property.

4. Voting in a foreign election.

5. The adoption of non-U.S. citizen children.

6. Unofficial contact with a known or suspected foreign intelligence entity.

7. Continuing association with known foreign nationals that involves bonds of affection, personal obligation, intimate contact, or any contact with a foreign national that involves the exchange of personal information.

a. This reporting requirement is based on the nature of the relationship, regardless of how or where the foreign national contact was made or how the relationship is maintained (e.g., via personal contact, telephonic, postal system, internet).

b. Following initial reporting, updates regarding continuing unofficial association with known foreign nationals are required only if, and when, there is a significant change in the nature of the contact.

TOP SECRET/SENSITIVE COMPARTMENTED INFORMATION

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A. Unofficial Foreign Travel as detailed below.

B. Attempted elicitation, exploitation, blackmail, coercion, or enticement to obtain classified information or information specifically prohibited by law from disclosure regardless of means.

C. Full or part-time employment, business activities, or participation as an officer or director in an organization.

D. Media contacts where the media seeks access to classified information or other information specifically prohibited by law from disclosure, whether or not the contact results in an unauthorized disclosure.

E. Court appearances other than for official purposes.

F. Contemplated or actual public disclosure (in either written or spoken form via speeches, books, articles, dissertations, resumes, internet postings, social networking sites, etc.) of information that may contain or reveal intelligence or intelligence sources, methods, and activities. Covered personnel must also abide by the publication review requirements in 28 C.F.R. Chapter 17.18., which designates the Assistant Attorney General for the National Security Division or designee to respond substantively to prepublication review requests within 30 working days of receipt of the request.

G. Financial anomalies, including, but not limited to, bankruptcy; garnishment; delinquency of over 120 days on any debt; and any unusual infusion of assets of $10,000 or greater such as an inheritance, winnings, or similar financial gain.

H. Foreign national roommate(s). Any foreign national who co-occupies a residence for more than 30 calendar days.

I. Cohabitant(s).

J. Marriage.

K. Any alcohol or drug related addiction or treatment.

L. Foreign Activities:

1. Direct involvement in foreign business.

2. Foreign bank accounts.

3. The ownership of foreign property.

4. An application for, and receipt of, foreign citizenship.

5. An application for, or possession or use of, a foreign passport or identity card for travel.

6. Voting in a foreign election.

7. The adoption of non-U.S. citizen children.

8. Unofficial contact with a known or suspected foreign intelligence entity.

9. Unofficial visits to foreign diplomatic facilities and trade missions.

10. Continuing association with known foreign nationals that involves bonds of affection, personal obligation, intimate contact, or any contact with a foreign national that involves the exchange of personal information.

a. This reporting requirement is based on the nature of the relationship, regardless of how or where the foreign national contact was made or how the relationship is maintained (e.g., via personal contact, telephonic, postal system, internet).

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b. Following initial reporting, updates regarding continuing unofficial association with known foreign nationals are required only if, and when, there is a significant change in the nature of the contact.

Reportable Activities for Foreign Travel

Covered personnel must submit an itinerary for unofficial foreign travel to the PSD and must receive approval prior to the foreign travel.

A. A request may be disapproved a request for unofficial foreign travel when it is determined that such travel presents an unacceptable risk, and the physical safety and security of covered personnel or classified information cannot be reasonably ensured.

1. The decision is final and cannot be appealed.

2. Failure to comply with such disapproval may result in administrative action that includes, but is not limited to, revocation of eligibility to access classified information or eligibility to hold a sensitive position.

3. The Department of Justice/ATF will not reimburse covered personnel for any fees related to cancellations due to disapproval of unofficial travel.

B. When required, covered personnel will receive a defensive security and counterintelligence briefing prior to travel.

C. The following deviations from approved travel itineraries must be reported to the PSD within 5 business days of the traveler's return to his or her duty station:

1. Unplanned day trips to Canada or Mexico.

2. Any emergency circumstance that precludes full compliance with pre-travel reporting.

a. While emergency circumstances may preclude full compliance with pre-travel reporting requirements, the individual, at a minimum, must verbally advise his or her supervisor/management chain and, preferably, a security representative of the emergency foreign travel with all pertinent specifics prior to departure.

b. During unofficial foreign travel, travelers are discouraged from making unanticipated border crossings, regardless of duration, into any foreign country not included in the traveler's approved itinerary.

Non-reportable Activities

The following activities are not required to be reported by the Contractor employees.

A. Foreign travel when it is part of covered personnel official duties.

B. Travel to Puerto Rico, Guam, or other U.S. possessions and territories because that is not considered foreign travel.

C. Contacts with foreign nationals as long as the contact occurs as part of covered personnel official duties.

D. Limited or casual public contact with foreign nationals, unless it falls within any other reporting requirement included in this Appendix.

E. Media contacts related to the performance of official duties of the position held by the covered individual.

(End of Addendum)

ATF-14 Electronic Invoicing (SEPTEMBER 2025)

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(a) The Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF) requires contractors to submit invoices electronically through the United States’ Department of the Treasury's Invoice Processing Platform (IPP) – www.IPP.gov. Invoicing electronically saves time, money, and physical storage space for both the Government and the contractor.

(b) After the Department of Justice/ATF enrolls the Contractor in IPP, the Contractor’s Electronic Business (EB) POC per the System for Award System (www.SAM.gov) will receive a link. The Contractor’s EB POC, hereafter Administrator, must use that link to log into IPP, using an existing or new account. The Contractor Administrator and/or the Users that person adds will gain access to IPP’s Collector module (upon login) where they can view actions, submit invoices and access payment information. For assistance with IPP, contact its Customer Support Desk via email, IPPCustomerSupport@Fiscal.Treasury.gov, or phone, 866.973.3131.

(c) Each invoice must be a proper invoice in accordance with the Federal Acquisition Regulation (FAR) subpart 32.905(b) and comply with IPP’s requirements. If contractors submit an invoice with multiple contract-line-item numbers (CLINs) or line numbers for a particular contract-/purchasing-vehicle number, the contractor must clearly identify the specific amounts and activity applicable to each line.

(End of Clause)

Section 3 - List of Attachments

Identifier Title Number of Pages

1 RFQ-ATT. 1_Survey-Factor 1-PastPerf... 2 2 RFQ-ATT. 2_Survey-Factors 2-4... 5

3.1 Statement of Work

The Contractor shall furnish the necessary personnel, material, equipment, services and/or facilities (except as otherwise specified) to perform the below Statement of Work (SOW) and all Section J attachments, as applicable.

SOW for In-House, Background-Investigative Services

1. Introduction

1.1 Organization. The United States (U.S.) Department of Justice (DOJ), Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF), Office of Professional Responsibility and Security Operations (OPRSO), Personnel Security Division (PSD) requires contractor support for in-house, background-investigative services.

1.2 Background

1.2.1 ATF is a law-enforcement organization within DOJ. ATF’s unique responsibilities consist of reducing violent crime, collecting revenue and protecting the public. ATF enforces federal laws and regulations relating to alcohol, tobacco, firearms, explosives and arson by working directly and in cooperation with other government agencies to:

• Suppress and prevent crime and violence through enforcement, regulation and community outreach;

• Ensure fair and proper revenue collection;

• Provide fair and effective industry regulation;

• Support and assist federal, state, local and international law enforcement;

• Provide innovative training programs in support of criminal and regulatory enforcement functions;

• Help reduce the criminal use of firearms; and

• Provide for public safety by reducing the criminal misuse of explosives, combating arson, and removing safety hazards caused by improper and unsafe storage of explosive materials.

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1.2.2 PSD is charged with ensuring all persons privileged to be employed by or provide a service to ATF are reliable, trustworthy, of good character and conduct, and are of complete and unswerving loyalty to the U.S. PSD maintains ATF’s personnel security program and all associated, collateral functions in support of the program, including educating personnel in the proper handling and safeguarding of classified, national security information and sensitive-unclassified information. PSD is responsible for conducting background investigations (BIs) on prospective ATF employees and contractors and periodic reinvestigations on current employees and contractors, in accordance with (IAW) established Executive Orders and other regulatory directives, the Privacy Act of 1974, Office of Personnel Management (OPM) regulations, other relevant regulations from the Office of Management and Budget (OMB), as well as DOJ and ATF policies and procedures.

Since ATF already has an established program to conduct BIs, it has determined the most efficient and cost-effective method is to employ the services of trained, experienced contractors. And a Delegation of Authority Memorandum of Understanding (MOU) between ATF and OPM authorizes PSD to utilize contractors for this work. Contracted investigators with ATF must be known as a “Special Investigator,” hereinafter referred to as contractor(s).

2.0 General Agreement Terms

2.1 This Statement of Work (SOW) outlines the services, requirements, security and other expectations of the contractor privileged to be awarded a Basic-Ordering Agreement (BOA). Per the Federal Acquisition Regulation (FAR) subpart 16.703, ‘A BOA is a written instrument of understanding, negotiated between an agency, contracting activity, or contracting office and a contractor, that contains: (1) terms and clauses applying to future contracts (orders) between the parties during its term,

(2) a description, as specific as practicable, of supplies or services to be provided, and (3) methods for pricing, issuing, and delivering future orders under the BOA. A BOA is not a contract.’ While there’s no guarantee of a resulting order(s) and no minimum or maximum guarantee of work, BOAs are obligated/funded at the order level. The contractor must adhere to all terms and conditions of the BOA and resulting order(s), which includes this SOW.

2.2 The contractor shall assist with other official, ATF investigations, if assigned such task(s)/assignment(s).

2.3 The contractor has no independent authority from ATF to carry a firearm while executing contractor duties under this BOA and resulting order(s).

2.4 PSD will identify the services to be conducted within the order(s) ATF will issue the contractor against this BOA.

2.5 An ATF representative, to include a PSD representative and the Contracting Officer’s Representative (COR) (or the Contracting Officer {CO} where there’s no COR), will conduct contractor oversight and performance monitoring. The BOA and contractor’s responsibilities thereunder are subject to changes in federal law, regulation and policy, which may include procedural changes related to the use of government equipment, security and/or investigative procedures and training requirements. The CO will send modifications to the BOA holder/contractor via electronic mail after review and concurrence from the COR.

2.6 While the contractor must be available when subpoenaed and/or requested to testify in matters related to investigative work associated with the BOA, the contractor is not permitted to serve as an expert witness or consultant against ATF in any criminal, civil, legal or administrative proceeding when it relates to information the contractor obtained during the course of the investigative services.

2.7 The BOA must be signed by both parties and will be effective the date the CO signs it unless otherwise stated; after which, orders may be issued.

2.8 BOA Procedures. While ATF may compete any resulting orders among all BOA holders or a designated group based on location, ATF reserves the right to issue a direct order(s) to a BOA holder/contractor based on case/workload, so not to be prejudicial to other offerors per FAR subpart 16.703(d)(1)(ii), thus eliminating the need for a Justification for Other-than, Full-and-Open Competition under FAR subpart 6.302. Only ATF (specifically a CS/CO and PSD) is authorized to issue orders under the resulting BOA(s), provided a warranted CO approves them. Each order becomes a binding contract upon the BOA holder’s acceptance of such (e.g., signature or any performance). The method ATF used to establish fair-and-reasonable, hourly rates was based on market research using the average federal salaries for the Washington DC area. The levels (SI I-IV) are determined by the contractors’ past performance and qualifications. The offeror must accept the rate prior to being awarded a BOA, thus not grounds for Disputes under FAR 52.212-4(d). While fast-payment procedures do not apply to this requirement, Prompt Payment under FAR 52.232-25 & accelerated payments under FAR 52.232-40 do. Lastly, while the estimated value of each BOA will be $725K for the 60-month period of performance, ATF reserves the right to raise/lower it at the CO’s discretion via a bilateral modification.

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2.9 ATF intends to award up to three (3) BOAs initially.

3.0 Contractor Qualifications and Requirements

Contractor shall/must:

3.1 Meet PSD’s minimum-program requirements and federal requirements as outlined in the aforementioned MOU between ATF and OPM.

3.2 Have a college degree (bachelors) OR four (4) years of general experience, four (4) years of specialized experience within the last five (5) years, or one (1) year of specialized, federal-background-investigative experience.

• General experience is progressively responsible experience that demonstrates the ability to problem solve, analyze problems to identify significant factors, gather pertinent data and recognize solutions, plan and organize work, and communicate effectively orally and in writing on a professional level.

• Specialized experience is other than federal-background-investigative experience, includes other investigative experience (e.g., criminal investigations).

3.3 Possess sufficient, investigative abilities to perform the orders assigned by PSD/PSD Contractors.

3.4 Be computer literate and efficient in software programs that support email, word processing, and data entry, which are utilized in the administration of the personnel security program.

3.5 Carry oneself in a manner that reflects positively on ATF and present oneself in a professional manner, be neatly groomed and appropriately attired when working on behalf of PSD.

3.6 Must be polite and professional in both conduct and appearance; and promote a positive workplace environment.

3.7 Agree to abide by all standards, policies and procedures set forth in all of PSD’s standard operating procedures and all subsequent Personnel Investigative Notices, Personnel Investigative Policies and/or other correspondence provided by PSD.

3.8 Personnel must be available to begin their workday between the hours of 5:00 am and 9:30 am Eastern Time, Monday through Friday, excluding authorized federal holidays. Total hours are not-to-exceed (NTE) 40 hours per week unless overtime is authorized in advance by the COR.

3.9 The contractor must ensure adequate coverage is provided so all tasks are accomplished to meet PSD’s mission.

The contractor must consider PSD’s workload and priorities, servicing customers and field investigators throughout the nation.

Failure to meet necessary availability may result in termination of the contract and/or BOA.

3.10 Overtime, if required, must be authorized in advance, in writing, by the COR, Branch Chief or designee. Funding must be obligated by the CO prior to approval of overtime hours.

4.0 Position Descriptions and Tasks

4.1 Position – Special Investigator IV

Contractor must have: at least five (5) years of personnel security experience specializing in scoping, reviewing and adjudicating federal BIs; and a minimum of one (1) year of experience as an investigator with a delegated, investigative service provider, providing guidance and instruction to new hires and assisting Branch management with implementation and documentation of new policies and procedures.

Tasks. Contractor shall:

a. Apply knowledge of all implemented personnel security policies, procedures, guidelines, and standards.

b. Apply knowledge of investigative coverage requirements and serve as a subject-matter expert to provide guidance to all team members and other Division staff.

c. Review other agency personnel security BIs to ensure proper/adequate investigative coverage when applying reciprocity.

d. Identify issues and/or potential conflicts of interest that may have a nexus with the agency mission or position.

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e. Conduct reviews of ATF agency specific qualifications and/or pre-employment screening requirements.

f. Write and/or review reports of investigation (ROIs), to include field investigator and/or final case closing reports.

g. Apply federal suitability factors and adjudicative guidelines to investigations.

h. Review BIs and adjudicative recommendations.

i. Review investigative coverage and prepare investigative instructions.

j. Review investigative assignments for quality and completeness.

k. Research and interpret federal, state and/or local laws and regulations.

l. Research, draft, implement and maintain any and all policies and procedures.

m. Complete special projects and other duties when assigned.

n. Prepare and provide written reports, documents and other materials.

o. Prepare and present oral presentations.

p. Exercise customer service skills when communicating with other, internal-ATF contractors and employees as well as those outside of the Bureau.

q. Attend staff meetings, internal and external.

r. Conduct quality control evaluations and bring concerns along with suggestions for corrective actions to branch management.

s. Maintain verbal and written communication with staff members, PSD staff and management to disseminate information and coordinate the implementation of policies and procedures

t. Field inquiries from ATF applicants, employees and non-ATF personnel, including field investigators located throughout the U.S.

u. Develop/conduct/provide/participate in on-the-job training for staff members, particularly anyone who is not meeting timeliness or quality expectations.

v. Assist with other official ATF investigations.

w. Update the branch chief, lead Personnel Security Specialist (PSS) of ongoing activities and/or issues that may affect operations or be of significance to management.

x. Conduct checks requiring access to a Sensitive Compartmented Information Facility (SCIF) and/or checks conducted outside of ATF facilities such as Maryland State Police Checks on an as-needed basis.

y. Provide support to other branches within PSD as needed to include participating on the Tiger Team.

4.2 Position – Special Investigator III

Contractor must have at least five (5) years of personnel security experience, specializing in scoping, reviewing, adjudicating or administration/management of federal BIs.

a. Apply knowledge of all implemented personnel security policies, procedures, guidelines, and standards.

b. Scope BIs with minimal oversight.

c. Review other agency personnel security BIs to ensure proper/adequate investigative coverage when applying reciprocity.

d. Identify issues and/or potential conflicts of interest that may have a nexus with the agency mission or position.

e. Conduct reviews of ATF agency specific qualifications and/or pre-employment screening requirements.

f. Write and/or review ROIs, to include field investigator and/or final case closing reports.

g. Review scoping coverage and prepare investigative instructions.

h. Review investigative assignments for quality and completeness.

i. Conduct quality assessments to ensure investigative coverage requirements are met.

j. Research and interpret federal, state and/or local laws and regulations.

k. Research, draft, implement and maintain any and all policies and procedures.

l. Complete special projects and other duties when assigned.

m. Prepare and provide written reports, documents and other materials.

n. Prepare and present oral presentations.

o. Exercise customer service skills when communicating with other internal ATF contractors and employees as well as those outside of the Bureau.

p. Field inquiries from ATF applicants, employees and non-ATF personnel, including field investigators located throughout the U.S.

q. Apply federal suitability factors and adjudicative guidelines to investigations.

r. Review BIs and make adjudicative recommendations.

s. Attend staff meetings, internal and external.

t. Assist with other official ATF investigations.

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u. Update the branch chief, lead PSS and senior special investigator of ongoing activities and/or issues that may affect operations or be of significance to management.

4.3 Position – Special Investigator II

Contractor must have at least three (3) years of personnel security experience, specializing in scoping, reviewing and adjudicating federal BIs.

a. Apply knowledge of all implemented personnel security policies, procedures, guidelines, and standards.

b. Scope BIs with minimal oversight.

c. Review other agency personnel security BIs to ensure proper/adequate investigative coverage when applying reciprocity.

d. Identify issues and/or potential conflicts of interest that may have a nexus with the agency mission or position.

e. Conduct reviews of ATF agency specific qualifications and/or pre-employment screening requirements.

f. Write and/or review ROIs, to include field investigator and/or final case closing reports).

g. Review scoping coverage and prepare investigative instructions.

h. Review investigative assignments for quality and completeness.

i. Conduct quality assessments to ensure investigative-coverage requirements are met.

j. Research and interpret federal, state and/or local laws and regulations.

k. Research, draft, implement and maintain any and all policies and procedures.

l. Complete special projects and other duties when assigned.

m. Prepare and provide written reports, documents and other materials.

n. Prepare and present oral presentations.

o. Exercise customer service skills when communicating with other internal ATF contractors and employees as well as those outside of the Bureau.

p. Field inquiries from ATF applicants, employees and non-ATF personnel, including field investigators located throughout the U.S.

q. Assist in development and participate in on-the-job training for staff members.

r. Attend staff meetings, internal and external.

s. Apply federal suitability factors and adjudicative guidelines to investigations.

t. Review BIs and make adjudicative recommendations.

4.4 Position – Special Investigator I

Contractor must have at least: one (1) year conducting federal BIs, criminal or other-official investigations; or three (3) years of personnel security experience, specializing in BI case initiation processing activities (i.e., initiation and review of Electronic Application reviews, criminal and consumer indices checks, review of government application forms, etc.).

a. Apply knowledge of all implemented personnel security policies, procedures, guidelines, and standards.

b. Scope BIs with moderate oversight.

c. Review other agency personnel security BIs to ensure proper/adequate investigative coverage when applying reciprocity.

d. Identify issues and/or potential conflicts of interest that may have a nexus with the agency mission or position.

e. Conduct reviews of ATF agency specific qualifications and/or pre-employment screening requirements.

f. Write and/or review ROIs, to include field investigator and/or final case closing reports.

g. Review scoping coverage and prepare investigative instructions.

h. Review investigative assignments for quality and completeness.

i. Research and interpret federal, state and/or local laws and regulations.

j. Research, draft, implement and maintain any and all policies and procedures.

k. Complete special projects and other duties when assigned.

l. Prepare and provide written reports, documents and other materials.

m. Prepare and present oral presentations.

n. Exercise customer service skills when communicating with other internal ATF contractors and employees as well as those outside of the Bureau.

o. Field inquiries from ATF applicants, employees and non-ATF personnel, including field investigators located throughout the U.S.

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p. Assist in development and participate in on-the-job training for staff members.

q. Attend staff meetings, internal and external.

r. Apply federal suitability factors and adjudicative guidelines to investigations.

s. Review BIs and make adjudicative recommendations.

The COR and/or branch chiefs, lead PSSs, Division Chief or designee may issue/send the contractor tasks deemed necessary to meet the goals and priorities of the Division and agency. Such tasks must have the COR’s concurrence prior to the contractor starting work.

5.0 Period of Performance (PoP). The PoP for this BOA will be 60 months / five (5) years from the time of award with 12-month, ordering periods (OPs) for each BOA. The contractor may not work/exceed 40 hours per week or 2,000 standard hours per OP. Any hours exceeding 40 hours per week (overtime) must, if warranted: be agreed upon, have prior approval from the COR, Division Chief, or designee and obligated funding in advance. ATF may issue a termination/ cancelation modification at any time pursuant to the applicable provision(s) and/or clause(s) incorporated within the BOA;

similarly, ATF may also extend a BOA pursuant to FAR 52.217-8, 52.217-9 or 52.237-3.

6.0 Place of Performance. The place of performance will be ATF headquarters located at 99 New York Avenue, NE – Washington, DC 20002.

At the discretion of the COR, the contractor may be granted authorization to perform work at an alternate location (telework/ remote). Authorization will be based on the needs of ATF (e.g., alternate location will better facilitate accomplishment of the work, Government closure due to inclement weather or emergencies, etc.). Request(s) to perform work at an alternate location must be received in advance and approved by the COR. If warranted, a telework agreement must be executed.

Government closures: If the federal government is closed due to an emergency, inclement weather, executive order, holidays, etc., the contractor shall report to the approved, alternate location, not the official duty location. In this situation, the contractor must advise the COR and/or designee of its status.

For all official, Federal government holidays, BOA holders are not permitted to work, thus not eligible for holiday pay.

Currently, said holidays are: New Year’s Day, Martin Luther King, Jr.’s Birthday, Inauguration Day, Washington’s Birthday (sometimes referred to as President’s Day), Memorial Day, Juneteenth National Independence Day, Independence Day, Labor Day, Columbus Day, Veterans Day, Thanksgiving Day, and Christmas Day. (This list/schedule is typically available via OPM’s site.)

7.0 Contract Type. Although BOAs are not contracts, rather agreement instruments within FAR 16 that establish the framework and terms for possibly-future contracts (i.e., orders), the contract type for any resulting order(s) will be firm-fixed price, including travel as a direct reimbursement.

8.0 Credentials. IAW the MOU between ATF and OPM (delegating the authority to utilize contractors for this work), ATF will issue official ATF credentials to each contractor tasked with performing duties associated with the federal, personnel security program. The contractor shall never use said credentials for personal gain or for purposes other than conducting official investigations on behalf of ATF. The contractor must safeguard said credentials at all times – Thus, the contractor must never: have such out of one’s possession; photocopy or have anyone else photocopy it. The contractor shall report lost or stolen credentials to PSD and ATF’s Joint Support Operations Center (JSOC) immediately, as well as to the local police department.

9.0 Personal Identity Verification (PIV) Card

9.1 IAW Homeland Security Presidential Directive-12 (HSPD-12), ATF will request a PIV card for and issue such to each contractor once the BOA has been awarded. The contractor shall use said PIV card as official, DOJ identification media to comply with HSPD-12’s logical-systems access on an ATF-issued laptop.

9.2 PIV cards require a re-certification every three (3) years and a full update (new card) every five (5) years. The contractor must have the PIV card re-certified and updated when prompted by ATF/USAccess.

10.0 Background Investigation

10.1 The contractor must undergo and receive a favorably adjudicated Tier 5 (or successor) BI to determine suitability and security to access ATF information, IT systems and/or unescorted access to facilities and access to classified information at the Top Secret (TS) level; some contractors may require access to Sensitive Compartmented Information. The BI will be conducted by or under the auspices of PSD and be performed under such standards PSD may establish. If a contractor has a current Tier 5 (or successor)

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BI with another agency, PSD will follow Reciprocity procedures for security; however, ATF will conduct a review to determine the contractor’s compliance with all ATF agency specific requirements prior to authorizing access to ATF information, IT systems, and/or unescorted access to facilities.

Failure for the contractor to: complete the required, personnel security forms; adhere to ATF’s conduct and integrity guidelines and/or be in compliance with DOJ’s and ATF’s agency-specific qualifications may result in immediate disqualification. The contractor may be disqualified from ATF work if it is unable to receive a favorably adjudicated BI. If disqualified, the contractor will not be granted access to ATF information, IT systems and/or unescorted access to facilities.

10.2 The contractor may be authorized access to ATF information, IT systems and/or unescorted to facilities with an approved Temporary Eligibility (TE) determination. If a TE is needed to service priority vacancies, PSD will initiate a Request for TE, only after advising and gaining the contractor’s concurrence.

10.3 The contractor shall be subject to Continuous Evaluation, five- (5-) year reviews and/or any future or subsequent evaluation(s) as mandated by OPM and the Office of the Director of National Intelligence (ODNI), provided the contractor meets the BI requirements and is issued a BOA. If, at any time, there are suitability or security issues/concerns that cannot be resolved or mitigated, ATF will terminate the BOA and any resulting order(s); and the contractor will no longer be granted access to ATF information, IT systems, and/or unescorted access to any ATF facility.

11.0 Mandatory Personnel Security Reporting Requirements

IAW DOJ Policy Statement 1700.04, Department Personnel Security Reporting Requirements, and the Department Security Officer’s memorandum dated August 30, 2021, entitled Implementation of Policy Statement 1700.4, Department Personnel Security Reporting Requirements, to include Contractor Personnel, all ATF employees and non-ATF personnel (e.g.,contractors, task-force officers, and volunteers/interns) are required to comply with federally-mandated, personnel-security-reporting requirements. Said requirements are designed to help safeguard national security or otherwise sensitive information, material, and/or technology.

All ATF employees and non-ATF personnel must review, agree, and acknowledge in the Bureau’s and/or Department’s approved-training system (currently the Justice Talent Management System {JTMS}) their responsibilities to report activities included in DOJ Policy Statement 1700.04.

12.0 Information Technology (IT) and Other Equipment Requirements

12.1 ATF will request a laptop for each contractor once the BOA has been awarded and provide the contractor set-up instructions that will include the user’s identification. The contractor must then follow applicable guidance/instructions to set-up the laptop.

12.2 The laptop will be fully imaged IAW the requirements established by ATF, Office of Science and Technology (OST) and PSD.

The contractor must only use ATF laptops to process and maintain ATF information.

12.3 ATF will issue the IT/Government-Furnished property (GFP) below:

a. Laptop;

b. Docking station; and

c. Two (2) power cords (90W and 180W).

The ATF laptop, the information it contains and its peripherals are the property of ATF; and at the conclusion of the BOA or when so directed by PSD, the contractor must return all to ATF. The contractor, even when directed by the ATF helpdesk, must contact PSD )(SIAdministration@ATF.gov) for instructions regarding property returns. All property assigned to a contractor is considered accountable property for PSD and must only be returned, replaced or transferred when coordinated with PSD to ensure accurate property accountability. The contractor shall respond to and provide all property information (i.e., serial number, ATF assigned PINs, etc.) when requested by PSD to ensure compliance with any mandatory, ATF inventory audit.

13.0 Mandatory Training. The contractor must complete the “Non-Disclosure for Access to Unclassified Sensitive Information” and the annual “Information Security Awareness with Acknowledgment of the Rules of Behavior” and “Introduction to National Security Information” on an annual basis. The contractor must also complete one- (1-) time training courses entitled “Emergency Preparedness, IS-700: FEMA – National Incident Management System” and “IS-100.LE – ICS 100 for Law Enforcement Personnel.”

The contractor must also complete any additional training requirements and/or mandatory compliance forms that may be identified and assigned. Training will be available through the Bureau’s and/or Department’s approved-training system (currently JTMS).

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14.0 Contractor Certification. Each contractor must sign a Contractor Certification which declares all reports and any supplemental material prepared, whether submitted in hard copy or electronic format represent actual, reported investigative work the contractor performed and conducted in compliance with the BOA’s requirements.

15.0 System for Award Management (SAM) Registration

15.1 All firms/businesses must register via SAM and receive a unique entity identifier (UEI) to do business with the federal government and receive federal funds. Registration with SAM enables/allows the contractor to work as a small business within its state/locality for this requirement.

15.2 The contractor shall renew its SAM registration annually and make changes to the information (e.g., name, address, telephone number, company name or financial information) as necessary to ensure it remains updated/current. Since ATF’s financial system is directly connected to SAM, ATF will be unable to assign BOAs and orders to a contractor or process payments for services rendered when its SAM registration is inactive. Thus, an active registration with proper and prompt updates (especially banking information) is extremely important.

16.0 Protection of Sensitive Unclassified Information

16.1 All data and information associated with a BI (e.g., notes, copies of testimonies, copies of ROIs, etc.,) are the sole property of ATF. Therefore, the contractor must make every reasonable effort to protect and safeguard such against unlawful disclosure at all times.

16.2 The contractor may only divulge ATF’s BI information on a need-to-know…