Section_J.1_ATTACHMENT_A-1_-_Contract_Line_Item_Structure_Rev._10-24-2018.pdf

J.1 ATTACHMENT A-1 – CONTRACT LINE ITEM NUMBER STRUCTURE

OVERVIEW - (Rev 10-24-2018)

The first digit of the Contract Line Item Number (CLIN) shall identify the contract year as illustrated in Table 1, Contract Line Item Number (First Digit).

CLIN Format Description 0xxx Base Year of the IDIQ contract 1xxx Option Year One (1) of the IDIQ contract 2xxx Option Year Two (2) of the IDIQ contract 3xxx Option Year Three (3) of the IDIQ contract 4xxx Option Year Four (4) of the IDIQ contract 5xxx Option Year Five (5) of the IDIQ contract 6xxx Option Year Six (6) of the IDIQ contract 7xxx Option Year Seven (7) of the IDIQ contract 8xxx Option Year Eight (8) of the IDIQ contract 9xxx Option Year Nine (9) of the IDIQ contract

Table 1, Contract Line Item Number (First Digit)

There are six general categories of contract line items, as illustrated in Table 2, Contract Line Item Number Categories:

CLIN Format Category x000 GSS Transition x100 thru x600 GSS Services x700 Adjustment x800 Other U.S. Government Agency Services x900 GSS Performance Incentives/Disincentives x001 Defense Base Act Insurance

Table 2, Contract Line Item Number Categories

GSS TRANSITION

This is a firm-fixed price CLIN to be paid for all activities that the Contractor must complete during each task order’s transition phase in accordance with the Contractor’s proposed transition plan. Because this will be unique for each task order, this CLIN will be TBD at the IDIQ level and priced at the task order level.

GSS SERVICES

These are firm-fixed price CLINs that are grouped by service package, range for estimate of base applicant volume, and volume step. Please refer to Contract Section J, List of Attachments, Attachment B, Global Support Strategy (GSS) Notional Mapping of Service Packages when determining not-to-exceed (NTE) prices for GSS Services CLINs. Table 3, GSS Contract Line Item Summary, and the example that follows, provides more detail about the CLIN groupings.

CLIN Format Description Service Package x1xx Service Package 1 (Information, appointment, fee collection, document delivery, greeter, and offsite data collection services) x2xx Service Package 2 (Information, appointment, fee collection, document delivery, and greeter services) x3xx Service Package 3 (Information, appointment, fee collection, and document delivery services) x4xx Service Package 4 (Information, appointment, and fee collection services) x5xx Service Package 5 (Information services)

Base Volume Estimate xx01 Estimate for base applicant volume is 1 – 75,000 xx02 Estimate for base applicant volume is 75,001 – 125,000 xx03 Estimate for base applicant volume is 125,001 – 250,000 xx04 Estimate for base applicant volume is 250,001 – 500,000 xx05 Estimate for base applicant volume is 500,001 – 750,000 xx06 Estimate for base applicant volume is 750,001 – 1,000,000 xx07 Estimate for base applicant volume is 1,000,001 – 1,250,000 xx08 Estimate for base applicant volume is 1,250,001 – 1,500,000 xx09 Estimate for base applicant volume is 1,500,001 – 1,750,000 xx10 Estimate for base applicant volume is 1,750,001 – 2,000,000 xx11 Estimate for base applicant volume is 2,000,001 – 2,500,000 xx12 Estimate for base applicant volume is 2,500,001 – 3,000,000 Volume Step xxxxA Base step; Quantity = Maximum = Initial Government Estimate xxxxB Step 01; Quantity = 10% of the Base; Maximum = 110% of the Base;

xxxxC Step 02; Quantity = 10% of the Base; Maximum = 120% of the Base;

xxxxD Step 03; Quantity = 10% of the Base; Maximum = 130% of the Base;

xxxxE Step 04; Quantity = 10% of the Base; Maximum = 140% of the Base;

xxxxF Step 05; Quantity = 10% of the Base; Maximum = 150% of the Base;

xxxxG Step 06; Quantity = 10% of the Base; Maximum = 160% of the Base;

xxxxH Step 07; Quantity = 10% of the Base; Maximum = 170% of the Base;

xxxxI Step 08; Quantity = 10% of the Base; Maximum = 180% of the Base;

xxxxJ Step 09; Quantity = 10% of the Base; Maximum = 190% of the Base;

xxxxK Step 10; Quantity = 10% of the Base; Maximum = 200% of the Base;

Table 3, GSS 2.0 Contract Line Item Summary

Nonimmigrant visa applicants are counted as served when they remit payment for their consular fee. If the service package includes fee collection, the Contractor will be able to count applicants when they pay their fees. If fee collection is not applicable, the Contractor can invoice by appointments made to maintain a traceable process for invoicing. This capability will be allowable for no-fee appointments (diplomatic visas) so a Contractor can invoice by appointments for that visa class. The Government will work with the Contractor in the event service package alterations are required.

An immigrant visa applicant is counted as served when their visa is issued. If the service package includes document delivery, the Contractor will be able to count these applicants when their issued travel documents are delivered. If the service package does not include document delivery, the local consular section will be able to count applicants as their visas are issued. In either case, the Contractor may be providing other GSS services (e.g., information and appointment services) before an applicant is officially “counted” in the applicant tally for those areas.

For each Task Order, the Government will identify which regions, countries, and/or posts are within scope. The Government will also specify the service package that each location must receive. Lastly, the Government will provide estimates for the base applicant volume. These estimates will account for each year of the Task Order and be specified for each unique combination of service package that is within the scope of each task order.

Not-to-exceed (NTE) prices will be established for each unique combination of service package, base volume, and incremental volume step. The price established for a base volume step (xxxxA) is not per applicant, and applies to any quantity of applicants up to and including the Government provided estimate. The price established for each subsequent step (xxxxB – xxxxK) is a per applicant fee that is multiplied by the total number of applicants that exceed the Government provided estimate. If additional steps are required beyond xxxxK, they will be added as needed at the same percentage of the base volume (i.e. ten percent) and at the same per applicant price as at the xxxxK step. This will be demonstrated in the example below.

GSS SERVICES – REPRESENTATIVE EXAMPLE

The Government issues a task order request for proposal and specifies the following information:

Location Service Package Nigeria (all posts) Service package 2 Ghana Service package 4 The Gambia Service package 4 Sierra Leone Service package 4 Liberia Service package 4

Table 4, Service Package – Representative Example

Based on the Table 4, Service Package, the Government would also provide estimates for the base applicant volume associated with service package 2 and service package 4. Assuming a three year task order (inclusive of all option periods), this might look like the following:

Task order year Service Package Base Volume Estimate Year 1 Service package 2 100,000

Service package 4 50,000 Year 2 Service package 2 120,000

Service package 4 60,000 Year 3 Service package 2 140,000

Service package 4 70,000 Table 5, Base Volume Estimate by Service Package – Representative Example

Based on Table 5, Base Volume Estimate by Service Package, the following CLINs would be applicable for this task order:

Task order year

Service Package Base Volume Estimate

Base Volume

CLIN

Year 1 Service package 2 100,000 0202x Service package 4 50,000 0401x

Year 2 Service package 2 120,000 1202x Service package 4 60,000 1401x

Year 3 Service package 2 140,000 2203x Service package 4 70,000 2401x

Table 6, Base Volume Estimate by Service Package and Base Volume CLINs – Representative Example

In order to provide for contingency situations in which the actual volume in a given year is higher than the Government estimate, CLINs are further broken down by step. Each step is associated with a quantity and a maximum. Whenever the total volume of applicants served exceeds the maximum for a given step, the subsequent step is automatically applied. The CLIN structure has identified enough steps to allow for actual volume in any given year to be twice as much as the initial Government estimate.

Following Table 6, Base Volume Estimate by Service Package and Base Volume CLINs, the complete list of applicable CLINs and their corresponding applicant volume ranges for year one of the example scenario is as follows:

Task order year

Service Package # of applicants CLIN

Year 1 Service package 2 1 – 100,000 0202A 100,001 – 110,000 0202B 110,001 – 120,000 0202C 120,001 – 130,000 0202D 130,001 – 140,000 0202E 140,001 – 150,000 0202F 150,001 – 160,000 0202G 160,001 – 170,000 0202H 170,001 – 180,000 0202I 180,001 – 190,000 0202J 190,001 – 200,000 0202K

Service package 4 1 – 50,000 0401A 50,001 – 55,000 0401B 55,001 – 60,000 0401C 60,001 – 65,000 0401D 65,001 – 70,000 0401E 70,001 – 75,000 0401F 75,001 – 80,000 0401G 80,001 – 85,000 0401H 85,001 – 55,000 0401I 90,001 – 95,000 0401J 95,001 – 100,000 0401K

Table 7, CLINs and Corresponding Applicant Volume Range – Representative Example

Also assume the following prices were proposed at the IDIQ and task order levels:

CLIN # of Applicants – Based on IDIQ Range

IDIQ (Not-To- Exceed) Price

# of Applicants – Based on Task Order

Task Order (Actual) Price

Service Package 2

0202A TBD –75,001 - 125,000 $ 1,500,000 1 – 100,000 $ 1,000,000

0202B TBD – Up to 12,500 $24 / applicant 100,001 – 110,000 $21 / applicant 0202C TBD – Up to 12,500 $23 / applicant 110,001 – 120,000 $20 / applicant 0202D TBD – Up to 12,500 $22 / applicant 120,001 – 130,000 $19 / applicant 0202E TBD – Up to 12,500 $21 / applicant 130,001 – 140,000 $18 / applicant 0202F TBD – Up to 12,500 $20 / applicant 140,001 – 150,000 $17 / applicant 0202G TBD – Up to 12,500 $19 / applicant 150,001 – 160,000 $16 / applicant 0202H TBD – Up to 12,500 $18 / applicant 160,001 – 170,000 $15 / applicant 0202I TBD – Up to 12,500 $17 / applicant 170,001 – 180,000 $14 / applicant 0202J TBD – Up to 12,500 $16 / applicant 180,001 – 190,000 $13 / applicant 0202K TBD – Up to 12,500 $15 / applicant 190,001 – 200,000 $12 / applicant Service Package 4

0401A TBD – 1 - 75,000 $ 1,000,000 1 – 50,000 $ 750,000

0401B TBD – Up to 7,500 $24 / applicant 50,001 – 55,000 $20 / applicant 0401C TBD – Up to 7,500 $23 / applicant 55,001 – 60,000 $19 / applicant 0401D TBD – Up to 7,500 $22 / applicant 60,001 – 65,000 $18 / applicant 0401E TBD – Up to 7,500 $21 / applicant 65,001 – 70,000 $17 / applicant 0401F TBD – Up to 7,500 $20 / applicant 70,001 – 75,000 $16 / applicant 0401G TBD – Up to 7,500 $19 / applicant 75,001 – 80,000 $15 / applicant 0401H TBD – Up to 7,500 $18 / applicant 80,001 – 85,000 $14 / applicant 0401I TBD – Up to 7,500 $17 / applicant 85,001 – 55,000 $13 / applicant 0401J TBD – Up to 7,500 $16 / applicant 90,001 – 95,000 $12 / applicant 0401K TBD – Up to 7,500 $15 / applicant 95,001 – 100,000 $11 / applicant

Table 8, Price Summary – Representative Example

To demonstrate the application of volume steps, assume that actual volume over the course of the first year is as follows:

Task order year

Service Package Base Volume Estimate

Actual Volume

Year 1 Service package 2 100,000 124,000 Service package 4 50,000 48,500 Table 9, Volume Summary – Representative Example

To apply the CLIN structure and task order prices, the first step is to compare the actual volume to the range of the base volume CLIN and then determine if the base volume was exceeded:

CLIN # of applicants Actual Volume CLIN price Base Volume

Exceeded?

0202A 1 – 100,000 124,000 $ 1,000,000 Yes 0401A 1 – 50,000 48,500 $ 750,000 No

Table 10, Volume and CLIN Price Summary – Representative Example

For all CLINs, the base CLIN price is paid in full over the course of the year (assuming minimum performance standards are met). If the base volume estimate is not exceeded, no additional service fees apply. For CLINs in which the base volume is exceeded, the price per applicant above the base volume is determined by first selecting the applicable steps. In the example, CLINS 0202B, 0202C and 0202D would apply because the actual volume (124,000) falls within the applicant range for CLIN 0202D (120,001 – 130,000), and thus CLINs 0202B and 0202C each reached their respective maximum number of applicants (10,000, or 10 percent of the Base Estimate). The fees are then calculated as follows:

CLIN Actual

Volume Base Estimate

# of Applicants Above Base Estimate

CLIN Price Total Fees for Volume Above Base Estimate

0202B 124,000 100,000 10,000 $21/applicant $210,000 0202C 124,000 100,000 10,000 $20/applicant $200,000 0202D 124,000 100,000 4,000 $19/applicant $ 76,000 Total 124,000 100,000 24,000 - $486,000

Table 11, Calculation of Total Fees for Volume Above Base Estimate – Representative Example

If the actual volume for service package 2 had been 114,000 (instead of 124,000 as in the example above), CLINs 0202B and 0202C would apply and the total fees for volume above the base estimate would be $290,000 (10,000 applicants * $21/applicant plus 4,000 applicants * $20/applicant).

ADJUSTMENTS

This is a Cost Reimbursable CLIN to be applied in the event that a task order requires adjustment for costs not accounted for or identified in any other CLIN. Examples of an adjustment would be: Foreign imposed tax, Value Added Tax, Fee Charge-backs, equitable adjustments, etc. at the task order level. A contract modification will be issued at the task order level with invoicing instructions.

OTHER GOVERNMENT AGENCY SERVICES

This is a firm-fixed price CLIN to be applied in the event that a Task Order requires that a Contractor provide some portion of services within the scope of the IDIQ Contract to customers of other U.S. Government agencies. Because the requirements associated with this CLIN will be unique for each Task Order, this CLIN will be TBD at the IDIQ level and priced at the Task Order level when applicable.

GSS PERFORMANCE INCENTIVES/DISINCENTIVES

This is a firm-fixed price CLIN, at the Task Order level, to be paid when the Contractor’s performance warrants the application of positive or negative performance incentives, in accordance with agreed-to performance metrics and service level agreements for a specific Task Order. Because incentive plans and service level agreements may vary for each Task Order, this CLIN will be TBD at the IDIQ level and priced at the Task Order level.

GSS DEFENSE BASE ACT INSURANCE

Refer to Contract Section H.3. DOSAR 652.228 70-71 Defense Base Act – Covered Contract Employees and Workers Compensation Insurance – Services (Feb 2015) for pricing details.

Because Defense Base Act Insurance is priced at the task order level, this CLIN will be TBD at the IDIQ level.