1605C2-22-R-00005 - Final.pdf

SEE ADDENDUMIS CHECKED

CODE 18a. PAYMENT WILL BE MADE BY

CODE

FACILITYCODE

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER

OFFEROR

CAS

S-4307 200 Constitution Ave, NW Customer Acquisition Services US Department of Labor

ETA (OCM) CODE 16. ADMINISTERED BYCODE

X

X

X

524210

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED ORCAS

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

03/07/2022 05:00 P.M. ES

02/18/2022

Christopher Capers (No collect calls)

INFORMATION CALL:

FOR SOLICITATION 8. OFFER DUE DATE/LOCAL TIMEb. TELEPHONE NUMBER a. NAME

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

1605C2-22-R-00005

5. SOLICITATION NUMBER

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS 1. REQUISITION NUMBER PAGE OF

1 51 1630-OWI-22-CTR-0018OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

Washington DC 20210

TELEPHONE NO.

17a. CONTRACTOR/

WASHINGTON DC 20210

ROOM N4643

200 CONSTITUTION AVE, NW

US DEPARTMENT OF LABOR

15. DELIVER TO

Washington DC 20210 S-4307 200 Constitution Ave, NW Customer Acquisition Services

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$8.00

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW

ISSUE DATE

DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

11.

SEE SCHEDULEX

12. DISCOUNT TERMS

THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13a.

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

8(A)

US Department of Labor

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

The Department of Labor (DOL), on behalf of the Employment and Training Administration (ETA), Office of Workforce Investment (OWI), has a requirement for a contractor to administer the Federal Bonding Program as defined in the attached Performance Work Statement (PWS).

(Use Reverse and/or Attach Additional Sheets as Necessary)

HEREIN, IS ACCEPTED AS TO ITEMS:

X

XX

DATED

Karoline E. Duffy

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

ARE

31c. DATE SIGNED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (Type or print)

ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

26. TOTAL AWARD AMOUNT (For Govt. Use Only)

OFFER

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

30b. NAME AND TITLE OF SIGNER (Type or print)

30a. SIGNATURE OF OFFEROR/CONTRACTOR

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

25. ACCOUNTING AND APPROPRIATION DATA

29. AWARD OF CONTRACT:

REF.

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32c. DATE 32b. SIGNATURE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

40. PAID BY39. S/R VOUCHER NUMBER38. S/R ACCOUNT NUMBER

37. CHECK NUMBER

FINALPARTIAL

36. PAYMENT

FINALPARTIAL

35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER33. SHIP NUMBER

COMPLETE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

42d. TOTAL CONTAINERS42c. DATE REC'D (YY/MM/DD)

42b. RECEIVED AT (Location)

42a. RECEIVED BY (Print)

41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

STANDARD FORM 1449 (REV. 2/2012) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

The period of performance shall be:

Base Period: 03/26/2022– 03/25/2023

Option Period I: 03/26/2023– 03/25/2024

Option Period II: 03/26/2024– 03/25/2025

Option Period III:03/26/2025– 03/25/2026

Option Period IV: 03/26/2026– 03/25/2027

Clarifying questions are due by 10:00am EST on

2/22/22.

Any discount terms are highly encouraged.

Proposals are due per block 8 on this form.

Period of Performance: 03/26/2022 to 03/25/2023

0001 Base Period: Federal Bonding Program

Product/Service Code: R499

1001 Option Period One: Federal Bonding Program

(Option Line Item)

(Anticipated Option Exercise Date)

Product/Service Code: R499

Period of Performance: 03/26/2023 to 03/25/2024

2001 Option Period Two: Federal Bonding Program

Continued ...

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

51 2 of

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

3 51

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

1605C2-22-R-00005

(Option Line Item)

(Anticipated Option Exercise Date)

Product/Service Code: R499

Period of Performance: 03/26/2024 to 03/25/2025

3001 Option Period Three: Federal Bonding Program

(Option Line Item)

(Anticipated Option Exercise Date) 0 Days After

Award

Product/Service Code: R499

Period of Performance: 03/26/2025 to 03/25/2026

4001 Option Period Four: Federal Bonding Program

(Option Line Item)

(Anticipated Option Exercise Date) 0 Days After

Award

Product/Service Code: R499

Period of Performance: 03/26/2026 to 03/25/2027

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

B - Supplies/Services/Prices

Period DESCRIPTION OF WORK QUANTITY UNIT RATE SUBTOTALS TOTAL

Base Period Project Manager (1) 700 HR Assistant Project Manager (1) 600 HR Administrative Assistant 800 HR Administrative Assistant 700 HR

ODCs Travel

Online System Hosting and Maintenance Base Period TOTAL:

Option Period 1 Project Manager (1) 700 HR Assistant Project Manager (1) 600 HR Administrative Assistant 800 HR Administrative Assistant 700 HR

ODCs Travel

Option Period 1 TOTAL:

Option Period 2

Project Manager (1) 700 HR Assistant Project Manager (1) 600 HR Administrative Assistant 800 HR Administrative Assistant 700 HR

ODCs Travel

Online System Hosting and Maintenance

Option Period 2 TOTAL:

Option Period 3 Project Manager (1) 700 HR Assistant Project Manager (1) 600 HR Administrative Assistant 800 HR

Administrative Assistant 700 HR

ODCs Travel

Online System Hosting and Maintenance

Option Period 3 TOTAL:

Operiod Period 4 4001 Project Manager (1) 700 HR Assistant Project Manager (1) 600 HR Administrative Assistant 800 HR Administrative Assistant 700 HR

ODCs Travel

Option Period 4 TOTAL:

GRAND TOTAL TOTAL ORDER ESTIMATE:

C - Description/Specifications

Performance Work Statement (PWS) for Federal Bonding Program

GENERAL INFORMATION

Description of Services/Introduction:

The contractor shall provide all personnel, equipment, tools, materials, supervision, and other items and non-personal services necessary to perform the requirements as defined in this Performance Work Statement, except as Specified in section C-3 as government furnished property and services at the United States and its outlying areas. The contractor shall perform to the standards in this contract.

Background:

The Federal Bonding Program (FBP) was developed in the late 1960s by the U.S. Department of Labor (DOL) to help employment service counselors place justice-involved and other at-risk individuals in private sector jobs. The program provides fidelity bonds to employers willing to hire at-risk individuals and protect employers from losses due to theft or other illegal acts of the bonded persons that they hire. The FBP remained a relatively small program, serving about 900 persons a year until 2019, when DOL expanded the program by competitively awarding $2.2 million in grants to 24 states to fund the purchase of fidelity bonds for employers hiring previously incarcerated individuals. In 2020, DOL awarded $725,000 in grant funds for states and territories that did not receive awards in 2019.

Objectives:

DOL seeks an underwriting company or agency to administer the Federal Bonding Program. The contractor shall provide expertise and perform all activities/tasks described in Part 5 in order to administer the FBP. The contractor shall also work with federal staff to identify measures of success and collect data to demonstrate the reach and impact of the program.

Scope:

This includes:

Marketing the program;

Maintaining a website through which eligible entities can purchase and request to issue bonds;

Providing bonds paid for by states using the DOL fidelity bonding grants (which are open only to justice-involved);

Providing bonds paid for by states and non-state organizations using non-DOL fidelity grant funds

(which are open to justice-involved as well as other at-risk individuals);

Maintaining complete, secure, and accurate electronic records of the program; and Regularly reporting measures of program success to DOL.

Period of Performance:

The period of performance shall be for one (1) Base Period of 12 months and four (4) 12-month option periods.

The Period of Performance reads as follows:

Base Period – March 26, 2022 – March 25, 2023

Option Period I – March 26, 2023 – March 25, 2024 Option Period II – March 26, 2024 – March 25, 2025 Option Period III – March 26, 2025 – March 25, 2026 Option Period IV – March 26, 2026 – March 25, 2027

The Government reserves the right to extend the term of this contract at the prices set forth in Section B in accordance with the terms and conditions contained in clause 52.217-9 entitled, “Option to Extend the Term of the Contract”.

General Information

1.6.1. Quality Control:

If necessary, the contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this PWS. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor’s quality control program is the means by which he assures himself that his work complies with the requirement of the contract. As a minimum, the contractor shall develop quality control procedures that address the areas identified in Technical Exhibit 1, “Performance Requirements Summary”. After acceptance of the quality control plan the contractor shall receive the contracting officer’s acceptance in writing of any proposed change to his QC system.

1.6.2. Quality Assurance:

The government shall evaluate the contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan. This plan is primarily focused on what the Government must do to ensure that the contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

1.6.3. Government Remedies:

The contracting officer shall follow FAR 52.212-4, “Contract Terms and Conditions-Commercial Items” or 52.246-4, “Inspection of Services-Fixed Price” for contractor’s failure to perform satisfactory services or failure to correct non-conforming services.

1.6.4. Recognized Holidays:

The contractor is not required to perform services on holidays.

New Year’s Day Labor Day Martin Luther King Jr.’s Birthday Columbus Day President’s Day Veteran’s Day Memorial Day Thanksgiving Day Juneteenth Day Christmas Day Independence Day

1.6.5. Hours of Operation/Place of Performance:

The contractor is responsible for conducting performance under the awarded order between the hours of 9:00 a.m. to 5:00 p.m., Monday thru Friday, except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings. The Contractor must at all times maintain an adequate work force for the uninterrupted performance of all tasks defined within this statement of work when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the work force are essential. The place of performance is at the discretion of the contractor.

1.6.6. Type of Contract:

The government anticipates award of a Time and Materials contract.

1.6.7. Security Requirements:

Physical Security.

The contractor shall be responsible for safeguarding all government property provided for contractor use. At the close of each work period, government facilities, equipment, and materials shall be secured.

Key Control.

N/A

Lost Keys

N/A

Key Use

N/A Lock Combinations.

N/A Conservation of Utilities.

N/A

Special Qualifications:

1.6.8.1 Human Resources Services

1.6.8.1.1 Project Manager – Minimum Qualifications:

Bachelor’s degree with a minimum of three (3) years’ experience with project leadership and management; OR four (4) years’ leading projects.

Fields all calls from FBP 800 number as well as all calls and emails from State Bonding Coordinators (SBCs) around the clock. Attends and presents the program at various industry events.

1.6.8.1.2 Assistant Project Manager – Minimum Qualifications:

Bachelor’s degree with a minimum of three (3) years’ experience with project leadership and management; OR four (4) years’ leading projects.

Manages relationship with insurance carrier. Content manager and developer for website, marketing collateral (brochures, blogs, posters, etc.), training for SBC, grantees and other presentations. Manages and coordinates events, advertising, and sponsorships. Files insurance claims with carrier and addresses all issues. Runs special projects and leads research initiatives. Solves problems.

1.6.8.1.3 Administrative Assistant (2) – Minimum Qualifications:

Bachelor’s degree and 3 years’ experience in technology, written and verbal communication, organization, problem solving and training.

Administrator of the Federal Bonding Program’s website. Primary Tech Support contact for program. Reviews all fidelity bonds issued on the website and payments made. Mails all issued bonds to participating employers.

Regularly corresponds with State Bonding Coordinators answering program questions. Trains new SBCs on online portal. Updates website including updates of SBC contacts in online directory. Updates the program’s marketing material. Runs program data and performance reports on a quarterly basis and for other special projects.

1.6.9. Post Award Conference/Periodic Progress Meetings:

The Contractor agrees to attend any post award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5. The contracting officer, Contracting Officers Representative (COR), and other Government personnel, as appropriate, may meet periodically with the contractor to review the contractor's performance. At these meetings the contracting officer will apprise the contractor of how the government views the contractor's performance and the contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the government.

1.6.10. Contracting Officer Representative (COR):

A COR will be delegated under separate cover. The COR monitors all technical aspects of the contract and assists in contract administration. The COR is authorized to perform the following functions: assure that the Contractor performs the technical requirements of the contract: perform inspections necessary in connection with contract performance: maintain written and oral communications with the Contractor concerning technical aspects of the contract: issue written interpretations of technical requirements, including Government drawings, designs, and specifications: monitor Contractor's performance and notifies both the Contracting Officer and Contractor of any deficiencies; coordinate availability of government furnished property, and provide site entry of Contractor personnel. A letter of designation issued to the COR, a copy of which is sent to the Contractor, states the responsibilities and limitations of the COR, especially with regard to changes in cost or price, estimates or changes in delivery dates. The COR is not authorized to change any of the terms and conditions of the resulting order.

1.6.11. Contract Manager:

The contractor shall provide a contract manager who shall be responsible for the performance of the work. The name of this person and an alternate who shall act for the contractor when the manager is absent shall be designated in writing to the contracting officer. The contract manager or alternate shall have full authority to act for the contractor on all contract matters relating to daily operation of this contract.

1.6.12. Identification of Contractor Employees:

All contract personnel attending meetings, answering Government telephones, and working in other situations where their contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are Government officials. They must also ensure that all documents or reports produced by contractors are suitably marked as contractor products or that contractor participation is appropriately disclosed.

PART 2 DEFINITIONS & ACRONYMS

PWS. Performance Work Statement

Contracting Officer’s Representative (COR). A representative from the requiring activity assigned by the Contracting Officer to perform surveillance and to act as liaison to the contractor

Defective Service. A service output that does not meet the standard of performance associated with it in the Performance Work Statement.

DOL. Department of Labor

Quality Assurance Surveillance Plan (QASP). An organized written document specifying the surveillance methodology to be used for surveillance of contractor performance.

Quality Control. Those actions taken by a contractor to control the performance of services so that they meet the requirements of the

PWS.

Quality Assurance. Those actions taken by the government to assure services meet the requirements of the Performance Work Statement.

Best Efforts. That effort expended by the contractor to perform within the awarded ceiling price all work specified in this acquisition and all other obligations under this acquisition. This effort includes providing required qualified personnel, properly supervised, and following industry accepted methodologies and other practices. The effort is further characterized by operating at all times with the Government’s best interest in mind, using efficient and effective methods, and demonstrating sound cost control. The effort must be identical to the effort that would be expended if this were a firm-fixed price acquisition and the contractor’s profits were dependent upon reducing costs while meeting the Government’s requirements in terms and quality and schedule. Failure to provide this required effort may result in the withholding of payment for hours expended that do not qualify as best effort or a reduction in the rate per hour to reflect decreased value of services received.

PART 3 GOVERNMENT FURNISHED PROPERTY, EQUIPMENT, AND SERVICES

3.1 General:

N/A

3.2 Equipment:

N/A

3.3 Services:

3.3.1 Utilities.

3.4 Facilities:

PART 4 CONTRACTOR FURNISHED ITEMS AND SERVICES

4.1 General:

Except for those items specifically stated to be government furnished in Part 3, the contractor shall furnish everything required to perform this PWS.

4.2 Clearance:

PART 5 SPECIFIC TASKS

5.1 Basic Services:

Working with the COR and other government staff, the contractor shall provide the following services:

5.1.1. Task 1: Project Management

The contractor shall provide project management services encompassing all areas defined within this PWS that utilize industry best practices and demonstrated experience and competence in leading project teams.

5.1.1.1. Kick Off Meeting. The contractor shall initiate the kick off meeting within two weeks of the project effective date with the COR and other designated federal staff to discuss WBS, work plan, next steps, etc.

5.1.1.2. Work Plan. The contractor shall prepare a project management/work plan that includes: a work plan or work breakdown structures (WBS) along with timeline linking tasks and deliverables to specific dates; a list of the steps and the technical approach to project tasks; discussion of contents and deliverables; timeline for accomplishment of the project tasks and deliverables;

and a management plan for the performance of the work, including a list and description of the credentials.

The work plan will also include the necessary staffing and management plans to meet the task order requirements.

5.1.1.5. Recordkeeping. Within 30 days of contract award the contractor shall develop and submit to the Contract Officer’s Representative (COR) a proposed set of data elements, including clear definitions, to be used for program monitoring and performance management purposes. Once approved by the COR, these data shall be collected in a web-based system and reported to the COR on a quarterly basis. Any proposed change in data elements and/or associated definitions must be approved by the COR prior to implementing such changes.

The contractor shall collect the data elements specified in Table 1, at minimum, and submit it to the COR as an attachment to the required quarterly reporting. Bidders may propose additional data elements to capture for purposes of program management and performance monitoring. Such data elements must be clearly identified and defined, and accompanied by a reasonable rationale/justification. All data shall be made available to the COR upon request outside of established reporting schedules.

All records and data collected through this contract shall be maintained in accordance with LIST APPROPRIATE REFERENCE.

Table 1. Required Data Collection

Data Element

Description Data Submission Format Unit of Collection & Level of Reporting

SECTION 1. PROGRAM-LEVEL DATA

Total Bonds Issued

Total number of bonds issued nationally, by state, or by territory

Numeric Collect: Per Bond Report:

Aggregate

Value of Total Bonds Issued

Cumulative dollar value of all bonds issued over a specified time period

$X.XX Collect: Per Bond Report:

Aggregate

Settled Claims Due to Dishonest Acts

Total number of dishonest act claims settled through

FBP

Numeric Collect: Per Bond Report:

Aggregate

SECTION 2. BOND ISSUANCE DATA

Requesting Employer’s Industry

O*NET-SOC code of the employer requesting the bond, available at O*NET Code Connector (onetcodeconnector.org)

Complete O*NET Standard Occupational Classification Code format

Collect: Per Bond Report:

Aggregate

Bond Requester Type

Record the category of requester

For-profit Non-profit Apprenticeship USA USDOL grant recipient SBA contractor Other (please specify)

Collect: Per Bond Report:

Aggregate

Bond Number Unique number associated with each individual bond

Numeric Collect: Per Bond

Bond Amount Dollar value of individual bond

$5,000 $10,000 $15,000 $20,000 $25,000

Collect: Per Bond

Date Bond Affirmed

Beginning date of the bond’s term

MM/DD/YYYY Collect: Per Bond

Date Bond Expires

End date of the bond’s term; can be no more than six (6) months after the date the bond is affirmed

MM/DD/YYYY Collect: Per Bond

SECTION 3. REQUESTOR DATA

Entity Name Complete legal name of the entity/company requesting the bond(s)

Full legal name Collect: Per Requesting Entity

Entity Mailing Address

Complete address, including zip code, where mail is received by the entity/company requesting the bond(s)

Street address City State Zip code

Collect: Per Requesting Entity

Entity Point of Contact (POC) Name

First and last name Open text field Collect: Per Requesting Entity

Entity POC Telephone Number

Full telephone number, including area code and if applicable, extension

Numeric Collect: Per Requesting Entity

Entity POC Email Address

Complete email address Open text field Collect: Per Requesting Entity

Bonding Eligibility

Indicate whether the requesting entity/company is eligible for bonding

Yes or No Collect: Per Requesting Entity

State Bonding Coordinator Name

First and last name of the State Bonding Coordinator

Open text field Collect: Per Requesting Entity

Bonding Coordinator Office Name/Location

Open text field Collect: Per Requesting Entity

Bond Initiator Telephone Number

Full telephone number, including area code and if applicable, extension

Numeric Collect: Per Requesting Entity

SECTION 4. BONDEE DATA

Gender Indicate the gender of the bondee Male Female

Collect: Per Bond https://www.onetcodeconnector.org/ https://www.onetcodeconnector.org/ https://www.onetcodeconnector.org/

Prefer Not to Say Report:

Aggregate

Ethnicity[1] Select one of the options listed.

Hispanic or Latino Not Hispanic or Latino

Collect: Per Bond Report:

Aggregate

Race Select one of the options listed.

American Indian or Alaska Native Asian or Pacific Islander Black or African-American White More than one race

Collect: Per Bond Report:

Aggregate

Size of Employing Firm

Select one of the size options by total employees.

List of business size ranges is available at this link:

https://www.naics.com/business-lists/counts-by-company-size/.

Collect: Per Bond Report:

Aggregate

Industry Select one of the seven service-providing industries or one of the three goods-producing industries as identified in the North American Industry Classification System

(NAICS).[2]

List of 10 industries is available at this link:

https://www.bls.gov/IAG/TGS/iag_index_naics.htm.

Collect: Per Bond Report:

Aggregate

Sector Select one of the 20 broad sectors as identified in the

NAICS.

List of 20 sectors is available at this link:

https://www.census.gov/naics/?58967?yearbck=2017.

Collect: Per Bond Report:

Aggregate

Job Title Record the bondee’s job title.

Open text field Collect: Per Bond Report:

Aggregate

Hourly Wage Record the bondee’s hourly rate of pay.

$X.XX per hour Collect: Per Bond Report:

Aggregate

Weekly Hours Record the average number of hours worked each week by the bondee.

Numeric Collect: Per Bond Report:

Aggregate

SECTION 5. TECHNICAL SUPPORT LOG

User Issue Brief description of the difficulty reported by the user

Open text field Collect: Per Incident

Incident Identifier

Assign a unique identifier to each reported issue for tracking purposes

TBD Collect: Per Incident

Date Reported MM/DD/YYYY Collect: Per Incident

Status Identify whether the ticket has been resolved

Open text field Collect: Per Incident

Date of Resolution

MM/DD/YYYY Collect: Per Incident

Unless otherwise indicated, all data elements shall be reported in quarter-to-date (QTD), year-to-date (YTD), and program-year-to-date (PYTD) timeframes.

5.1.1.4. Reporting. The contractor shall submit on a monthly basis a report describing the following for each task: progress https://www.naics.com/business-lists/counts-by-company-size/ https://www.naics.com/business-lists/counts-by-company-size/ https://www.bls.gov/IAG/TGS/iag_index_naics.htm https://www.census.gov/naics/?58967?yearbck=2017 made during the reporting period, planned progress for the next reporting period, and any issues/challenges to be addressed, along with plans for resolution. Each report shall also include a summary of expenditures for the reporting period compared to planned expenditures.

5.1.2. Task 2: Administer Bonding Program

5.1.2.1. Program Administration. The contractor shall administer a program of bond purchase whereby States, outlying areas, localities, and other authorized entities (e.g., correctional agencies for-profit, non-profit organizations, Apprenticeship USA, DOL grant recipient, SBA contractor) will be made aware of the availability of Fidelity Bonds and can acquire bonds providing fidelity bonding coverage in the same manner as those bonds furnished through federal financing.

The contractor shall accept, or otherwise arrange for standard coverage, for a bondee who has had coverage for a minimum of 6 consecutive months under the FBP without default, paid or pending, if continued coverage remains a condition of employment.

5.1.2.2. Claims Adjustment Service. The contractor shall provide efficient claims adjustment service with claims settlement no later than 6 months from inception without a deductible. The contractor will perform all related and record keeping functions. The report shall also enumerate the job title of the employment that all bondees have been hired in and the name of the organization that has hired the bondees.

5.1.2.3. Bond Purchasing Portal. The contractor shall provide and maintain an online portal through which authorized entities can purchase and request issuance of bonds for eligible individuals. For purposes of this contract, “eligible individuals” refers to justice-involved individuals and others with high-risk backgrounds whose nomination for fidelity bonding has been forwarded by any public, private, profit or non-profit agency.

The portal shall include a secure database of all information provided during bond issuance, including protection of all personally identifiable information (PII). Additionally, the contractor shall, through the portal, capture and securely maintain all data elements in Sections 1-4 of Table 1.

5.1.2.4. User Technical Assistance. The contractor shall conduct all necessary system maintenance, including routine maintenance and ad hoc issue correction.

The contractor shall provide multiple methods for users to report issues and request assistance, including electronically (e.g., via email or another web-based method) and a Toll-Free phone number. The contractor shall maintain a complete log of technical support including all data elements specified in Section 5 of Table 1.

5.1.2.5. Web Hosting and Administration Services.

5.1.2.6. Ongoing Maintenance and Support.

5.1.2.7. General Security Requirements.

All persons employed under this contract and any contractor managers and supervisors with access to the records and data obtained and used under this contract shall sign a confidentiality and non-disclosure contract. The contractor shall follow DOL instructions regarding the retention and destruction of bonding issuance records.

5.1.3. Task 3: Program Marketing Services

The contractor shall provide marketing and outreach services necessary for effective and continually improved program implementation.

5.1.3.1. Marketing Strategy and Plan. The contractor shall develop a strategy for marketing the FBP to stakeholders with a goal of increasing awareness and utilization of the program. Stakeholders include but are not limited to previous or existing consumers (e.g., employers who have utilized the program, entities that recommend use of the program such as an American Job Center or a reentry program, etc.) and potential new consumers.

The strategy shall inform a marketing plan to include:

List of proposed targeted stakeholder groups Recommended methods of outreach Specific outcome goals including targets (e.g., increase utilization of the FBP by X amount; expand awareness of the FBP as evidenced by Y unique visitors to the website, distribution of materials to Z entities, or presentations to a specified number of entities; etc.)

Timeline including milestones Identification of potential opportunities to distribute promotional materials Identification of potential presentation opportunities (e.g., conferences, industry group meetings, etc.)

The draft marketing plan shall be submitted to the COR no less than 30 days after award, and the final marketing plan shall be submitted to the COR no less than 60 days after award.

5.1.3.2. Materials Development and Distribution. The contractor shall develop a variety of materials as outlined in the final marketing plan. All new marketing materials shall be submitted to the COR for review and approval prior to use. All final materials, including both hard copy and electronic, shall comply with all aspects of Section 508 of the Rehabilitation Act (29 U.S.C. § 794d), as amended by the Workforce Investment Act of 1998 (P.L. 105-220). Section 508 requires that, when Federal Agencies procure, develop, maintain, or use Electronic and Information Technology (EIT)/Information and Communication Technology (ICT), they will ensure this technology allows both Federal employees and members of the public with disabilities to have access to and use of information and data comparable to that accessed and used by Federal employees and members of the public who are not individuals with disabilities, unless one or more exceptions apply.

The contractor shall distribute information and materials about the program in keeping with the final marketing plan. This may include attending meetings, presenting training sessions, attending approved conferences, among other methods.

5.1.3.3. Maintain Program Website. The contractor shall maintain a website to provide information about the FBP to the public. The website shall provide access to the Bond Purchasing Portal (see Task 5.1.2.) to enable eligible entities to request and purchase bonds. The contractor shall be responsible for updating information on the website as necessary and in accordance with the final marketing plan and for providing prompt resolution of any technical issues that may arise.

[1] Response options for the Ethnicity and Race data elements are in conformance with OMB Directive 15, standards for classification of federal data on race and ethnicity.

[2] The North American Industry Classification System, or NAICS, is the standard used by federal statistical agencies in classifying business establishments.

PART 6 APPLICABLE PUBLICATIONS

6.1 Publications Applicable to This PWS:

The publications must be coded as mandatory or advisory, the date of the publication, and what chapters or pages are applicable to the requirement. All publications listed are available via the Internet.

TECHNICAL EXHIBIT 1

Performance Requirements Summary

The contractor service requirements are summarized into performance objectives that relate directly to mission essential items. The performance threshold briefly describes the minimum acceptable levels of service required for each requirement. These thresholds are critical to mission success.

Performance Objective (The Service required—usually a shall statement)

Standard Performance Threshold (This is the maximum error rate. It could possibly be “Zero deviation from standard”)

Method of Surveillance (and who performs) {e.g.

100% inspection by

COR}

PRS # 1.

The Contractor shall administer the Federal Bonding Program by providing fidelity bonding coverage to justice-involve and certain others with high-risk backgrounds whose nomination has been forwarded by any public, private, profit or non-profit agency;

except that the contractor may refuse to cover a nominee who while previously bonded under this program, has been the cause of a paid loss.

Compliance with DOL regulations and policies

Zero deviation Periodic Sampling

PRS # 2

The contractor shall provide a website in which states can electronically purchase and request to issue bonds, and which distinguishes between bonds purchased and issued with DOL grant funds and bonds purchased and issued with other funds. The contractor shall maintain a secure electronic database of information collected at bond issuance that protects the confidentiality of information within these records.

Compliance with DOL regulations and policies

Zero deviation Periodic Sampling

PRS # 3

The contactor shall provide within 45 days following the end of each quarter a qualitative report that provides a thorough performance analysis by QTD, YTD and PTD, program experiences (successes and challenges), actions taken to enhance awareness, schedules of planned future/conference/meetings, availability of materials, technical assistance requests received and contractor responses, and a list of all purchasing prospects and actions to promote the Federal Bonding Program.

Compliance with DOL regulations and policies.

Zero deviation Periodic sampling

PRS # 4

The contractor shall accept, or otherwise arrange for standard coverage, for a bondee who has had coverage for a minimum of 6 consecutive months under the FBP without default, paid or pending, if continued coverage remains a condition of employment.

Compliance with DOL regulations and policies

Zero deviation Customer feedback

The contractor shall administer a program of bond purchase whereby States, territories, localities, and other entities (such as correctional agencies for-profit, non-profit organizations, Apprenticeship USA, DOL grant recipient, SBA contractor), will be made aware of the availability of Fidelity Bonds and can acquire bonds that will provide fidelity bonding coverage in the same manner as those bonds furnished through Federal financing.

Duration of the contract Zero deviation Periodic

The contractor shall provide efficient claims adjustment service without a deductible to employer or employee. The contractor will perform all related and record keeping functions. The report shall also enumerate the job title of the employment that all bondees have been hired in and the name of the organization that has hired the bondees.

Claims settlement no later than 6 months from inception

Zero deviation Periodic

The contractor shall provide online system maintenance and technical support for submission errors or request for assistance. All persons employed under this contract and any contractor managers and supervisors with access to the records and data obtained and used under this contract shall sign a confidentiality and non-disclosure contract. The contractor shall follow DOL instructions regarding the retention and destruction of bonding issuance records.

Duration of the contract Zero deviation

The contractor shall be required to cooperate fully with any contractor engaged by the Department of Labor to conduct an evaluation of

FBP.

Duration of the contract Zero deviation Periodic Sampling

At the direction of the Contracting Officer’s Representative (COR), the contractor shall provide additional services as may be required from time to time for the implementation of the program.

This will include attendance at meetings, presentation of training sessions, provision of technical assistance as-requested by the COR, developing and maintaining a marketing strategy to support the program of bond purchase; vendor distributing an informational brochure; attendance at conferences providing materials, posters, and workshops; and the maintenance of Toll-Free Phone number that at which will provide help and answer questions.

Duration of the contract

TECHNICAL EXHIBIT 2

Deliverables Schedule

The contractor shall deliver the following documents at the time specified to the COR designated in the contract. All draft documents must be delivered to the COR by e-mail in an agreed upon format. Draft documents and hard copies must be delivered to the COR upon request. Documents produced under this contract become property of DOL; no documents or reports are to be released or published by the contractor.

Final versions of all reports must be delivered to the COR electronically via e-mail by the date specified. All written deliverables other than the monthly progress reports submitted to the Department must carry the following disclaimer:

This report was prepared for the U.S. Department of Labor (DOL) by [insert name] under contract number [insert contract number]. The views expressed are those of the authors and should not be attributed to DOL, nor does mention of trade names, commercial products, or organizations imply endorsement of same by the U.S. Government.

Deliverables must be submitted to address the tasks in accordance with the following schedule. The contractor is responsible for editing and proofreading all material prior to delivery to DOL in order to submit products of the highest technical and editorial standard. The contractor shall implement effective quality controls to assure that the end product meets professional requirements.

Deliverable Frequency # of Copies Medium/Format Submit To Financial Reports

ON OR

BEFORE THE

45TH DAY

FOLLOWING

THE CLOSE

OF THE

QUARTER

MS WORD OR

OTHER

ACCEPTABLE

GOVERNMENT

MEDIUM

Program Reports The contractor must provide an automated status report grouping bondees by states. The report shall also show bonding coverage amount each month by state and program total

MONTHLY MS WORD OR

OTHER

ACCEPTABLE

COR

as well as a monthly recapitulation of bondees covered and terminated with bonding coverage amounts of the years.

Other Reports

- The contractor must submit a separate quarterly program report. The report shall include, as applicable to the contract, the following:

A description of overall progress and work program activities accomplished during the report period.

An indication of any current problems that may delay performance and proposed corrective action, if any.

Program status and financial data information relative to expenditure

ON OR

BEFORE THE

45TH DAY

FOLLOWING

THE CLOSE

OF THE

QUARTER

MS WORD OR

OTHER

ACCEPTABLE

rate versus budget, anticipated staff changes, etc.

Detailed Annual Reports

Once a year MS WORD OR

OTHER

ACCEPTABLE

D - Contract Clauses

52.212-4 Contract Terms and Conditions - Commercial Products and Commercial Services. (NOV 2021)

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

The Government may require continued performance of any services within the limits and at the rates specified in the contract. These rates may be adjusted only as a result of revisions to prevailing labor rates provided by the Secretary of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder shall not exceed 6 months. The Contracting Officer may exercise the option by written notice to the Contractor within 30 days.

(End of clause)

52.217-9 Option To Extend the Term of the Contract. (MAR 2000)

(a) The Government may extend the term of this contract by written notice to the Contractor within 30 days; provided that the Government gives the Contractor a preliminary written notice of its intent to extend at least 30 daysdays before the contract expires. The preliminary notice does not commit the Government to an extension.

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

(c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed 5 years and 6 months.

(End of clause)

52.219-11 Special 8(a) Contract Conditions. (JAN 2017)

The Small Business Administration (SBA) agrees to the following:

(a) To furnish the supplies or services set forth in this contract according to the specifications and the terms and conditions hereof by subcontracting with an eligible concern pursuant to the provisions of section 8(a) of the Small Business Act, as amended (15 U.S.C. 637(a)).

(b) That in the event SBA does not award a subcontract for all or a part of the work hereunder, this contract may be terminated either in whole or in part without cost to either party.

(c) Except for novation agreements, delegates to the [insert name of contracting agency] the responsibility for administering the subcontract to be awarded hereunder with complete authority to take any action on behalf of the Government under the terms and conditions of the subcontract; provided, however, that the [insert name of contracting agency] shall give advance notice to the SBA before it issues a final notice terminating the right of a subcontractor to proceed with further performance, either in whole or in part, under the subcontract for default or for the convenience of the Government.

(d) That payments to be made under any subcontract awarded under this contract will be made directly to the subcontractor by the [insert name of contracting agency].

(e) That the subcontractor awarded a subcontract hereunder shall have the right of appeal from decisions of the Contracting Officer cognizable under the Disputes clause of said subcontract.

(f) To notify the [insert name of contracting agency] Contracting Officer immediately upon notification by the subcontractor that the owner or owners upon whom 8(a) eligibility was based plan to relinquish ownership or control of the concern.

(End of clause)

52.219-14 Limitations on Subcontracting. (SEP 2021)

(a) This clause does not apply to the unrestricted portion of a partial set-aside.

(b) Definition. Similarly situated entity, as used in this clause, means a first-tier subcontractor, including an independent contractor, that-

(1) Has the same small business program status as that which qualified the prime contractor for the award (e.g., for a small business set-aside contract, any small business concern, without regard to its socioeconomic status); and

(2) Is considered small for the size standard under the North American Industry Classification System (NAICS) code the prime contractor assigned to the subcontract.

(c) Applicability. This clause applies only to-

(1) Contracts that have been set aside for any of the small business concerns identified in 19.000(a)(3);

(2) Part or parts of a multiple-award contract that have been set aside for any of the small business concerns identified in 19.000(a)(3);

(3) Contracts that have been awarded on a sole-source basis in accordance with subparts 19.8, 19.13, 19.14, and 19.15;

(4) Orders expected to exceed the simplified acquisition threshold and that are-

(i) Set aside for small business concerns under multiple-award contracts, as described in 8.405-5 and 16.505(b)(2)(i)(F); or

(ii) Issued directly to small business concerns under multiple-award contracts as described in 19.504(c)(1)(ii);

(5) Orders, regardless of dollar value, that are-

(i) Set aside in accordance with subparts 19.8, 19.13, 19.14, or 19.15 under multiple-award contracts, as described in 8.405-5 and 16.505(b)(2)(i)(F); or

(ii) Issued directly to concerns that qualify for the programs described in subparts 19.8, 19.13, 19.14, or

19.15 under multiple-award contracts, as described in 19.504(c)(1)(ii); and

(6) Contracts using the HUBZone price evaluation preference to award to a HUBZone small business concern unless the concern waived the evaluation preference.

(d) Independent contractors. An independent contractor shall be considered a subcontractor.

(e) Limitations on subcontracting. By submission of an offer and execution of a contract, the Contractor agrees that in performance of a contract assigned a North American Industry Classification System (NAICS) code for-

(1) Services (except construction), it will not pay more than 50 percent of the amount paid by the Government for contract performance to subcontractors that are not similarly situated entities. Any work that a similarly situated entity further subcontracts will count towards the prime contractor's 50 percent subcontract amount that cannot be exceeded. When a contract includes both services and supplies, the 50 percent limitation shall apply only to the service portion of the contract;

(2) Supplies (other than procurement from a nonmanufacturer of such supplies), it will not pay more than 50 percent of the amount paid by the Government for contract performance, excluding the cost of materials, to subcontractors that are not similarly situated entities. Any work that a similarly situated entity further subcontracts will count towards the prime contractor's 50 percent subcontract amount that cannot be exceeded. When a contract includes both supplies and services, the 50 percent limitation shall apply only to the supply portion of the contract;

(3) General construction, it will not pay more than 85 percent of the amount paid by the Government for contract performance, excluding the cost of materials, to subcontractors that are not similarly situated entities. Any work that a similarly situated entity further subcontracts will count towards the prime contractor's 85 percent subcontract amount that cannot be exceeded; or

(4) Construction by special trade contractors, it will not pay more than 75 percent of the amount paid by the Government for contract performance, excluding the cost of materials, to subcontractors that are not similarly situated entities. Any work that a similarly situated entity further subcontracts will count towards the prime contractor's 75 percent subcontract amount that cannot be exceeded.

(f) The Contractor shall comply with the limitations on subcontracting as follows:

(1) For contracts, in accordance with paragraphs (c)(1), (2), (3) and (6) of this clause-

[Contracting Officer check as appropriate.]

[ ] By the end of the base term of the contract and then by the end of each subsequent option period; or

[X] By the end of the performance period for each order issued under the contract.

(2) For orders, in accordance with paragraphs (c)(4) and (5) of this clause, by the end of the performance period for the order.

(g) A joint venture agrees that, in the performance of the contract, the applicable percentage specified in paragraph (e) of this clause will be performed by the aggregate of the joint venture participants.

(End of clause)

52.243-3 Changes - Time-and-Materials or Labor-Hours. (SEP 2000)

52.212-5 Contract Terms and Conditions Required To Implement Statutes or Executive Orders - Commercial Products and Commercial Services. (NOV 2021)

(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are incorporated in this contract by reference, to implement provisions of law or Executive orders applicable to acquisitions of commercial products and commercial services:

(1) 52.203-19, Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements (JAN 2017) (section 743 of Division E, Title VII, of the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. L.

113-235) and its successor provisions in subsequent appropriations acts (and as extended in continuing resolutions)).

(2) 52.204-23, Prohibition on Contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab and Other Covered Entities (NOV 2021) (Section 1634 of Pub. L. 115-91).

(3) 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment. (NOV 2021) (Section 889(a)(1)(A) of Pub. L. 115-232).

(4) 52.209-10,…