2. ATTACHMENT - DRAFT STATEMENT OF WORK (SOW).docx

CUI//SP-PROCURE//DL ONLY

Armed Security Services Statement of Work

FEDERAL RETIREMENT THRIFT INVESTMENT BOARD (FRTIB)

ARMED SECURITY SERVICES

TIB-2024-X-XXXX

STATEMENT OF WORK

Dissemination List: FRTIB Only

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Approval and Signature Page

Table of Contents

Background The Federal Retirement Investment Board (FRTIB) is an independent Federal government agency in the Executive Branch created by the Federal Employees’ Retirement System Act of 1986 (FERSA). The Thrift Savings Plan (TSP) is a retirement savings and investment plan for Federal civilian employees and members of the uniformed services that offers its participants the same type of savings and tax benefits that many private corporations offer their employees under I.R.C.§401(k) plans. The TSP is the largest participant-directed defined contribution plan in the world.

The FRTIB is a self-funded agency with independent budgetary authority that receives no annual appropriations from Congress. FRTIB is not strictly bound to adhere to the Federal Acquisition Regulation (FAR). However, FRTIB procurements will largely adhere to the FAR, unless doing so might infringe upon the Agency’s fiduciary obligations under Federal Employees’ Retirement System Act (FERSA). FRTIB has adopted the FAR as its primary contracting policy and procedures for procuring its goods and services.

The Thrift Federal Acquisition Supplement (T-FAS) specifies when the Agency’s policies and practices deviate from the FAR. See link to T-FAS below. https://www.frtib.gov/Procurement/DoingBusiness.html

2.0 Purpose

The purpose of this Statement of Work (SOW) is to acquire armed protective security services for FRTIB employees and Board members throughout the Continental United States. The protective security services will provide services at the employee’s or board member’s residence (77K St NE Suite 1000, Washington, DC 20002 or successor location) and during travel to and from their workplace as needed to safeguard affected employees) from public disturbances, trespassing, improper and unlawful acts, and criminal acts during situations the Agency determines requires increased vigilance.

3.0 Objective and Scope

In support of Strategic Objective 6 – Determine and create the physical environment that supports the needs of FRTIB’s future state. FRTIB aims to acquire armed Protective Service Officer (PSO)/Guard II services, on an as needed basis throughout the Continental United States, to protect federal personnel at their residence, and when required, to and from their residence and duty station.

The Contractor must provide all services in accordance with the requirements of the SOW and the Contractor’s General Services Administration (GSA) Schedule. The Contractor must ensure effective performance of all services described herein and tenders for acceptance only those items that conform to the requirements of this BPA.

4.0 Tasks and Deliverables

The Contractor shall:

4.1 Provide Protective Service Officer services to FRTIB employees and board members.

4.1.7 Provide a vehicle(s), marked or unmarked, as determined at the order level by FRTIB and Contractor

4.1.8 Apprehend and detain intruder(s)s (if permitted by law) that access or attempt to access FRTIB employee or board member property and residence and release the intruder(s) into the custody of local law enforcement authorities in accordance with applicable laws.

4.1.9 Furnish all equipment to perform duties to include radio/telecommunications equipment for each guard on duty to communicate supervisors, local law enforcement, and appropriate FRTIB personnel.

4.1.10 Notify the Contracting Officer’s Representative (COR) by phone (number provided upon award) within 30 minutes of any incident affecting the protected employee. Provide a summary via email of all applicable security related incidents and responses pertaining to the FRTIB employee or board member for which service is being provided within three (3) business days from the date of the occurrence (COR email address provide upon award).

4.1.11 Ensure sub-contractors, meet Primary contractor’s training requirements for protective services.

4.1.12 Provide additional qualified PSO’s for planned events, emergencies, and ad-hoc situations as required (e.g., off-site Board meetings, conferences, etc.) within the Continental United States. The FRTIB shall provide the contractor 24-hour notice depending on the event(s) and/or circumstances taking place. Strive for one (1) day advance notice at minimum.

4.1.13 Provide COR and client (protected employee) photo, name(s), and work schedule of security staff assigned to their home and a means of communicating directly with the security staff (e.g., phone number) 12 hours prior to PSO arriving to client’s residence.

4.1.14 PSO daily shifts shall not exceed 12 hours in a 24-hour period, with a preference of an 8-hour shift.

4.1.15 Upon request the Contractor shall provide FRTIB COR a weekly shift schedule report that includes PSO’s name, residential assignment, date, time period, and daily hours worked.

4.1.16 Contractor shall post PSO at residence within 48 hours of receipt of Call Order.

4.1.17 Ensure PSO’s are briefed on threat to clients prior to arrival at residence.

4.1.18 Contractor shall determine the number of PSO’s required at each residential location based on their security assessment of the threat and coordinates their recommendation with FRTIB.

4.1.19 Contractor shall coordinate with local law enforcement to include informing local law enforcement of type and duration of security services.

4.1.20 Physical Demands

PSOs shall be physically able to perform tasks and/or functions listed below, in performance of assigned duties:

Frequent and prolonged walking, standing, sitting, and stooping, up to 12 increments indoors or outdoors, in a 24-hour period. Outdoor posts may require an individual to withstand extreme heat, humidity, cold, and/or severe weather (e.g., snow, sleet, rain, hail, wind).

Frequent and prolonged sitting in a vehicle.

Frequent contact with general public, law enforcement, and dispatch center, requiring an ability to speak clearly and distinctly and remain calm in stressful situations (e.g., confrontations with angry, distraught, disturbed, or violent persons).

Ability to remain on post up to four (4) consecutive hours without sitting, eating or relieving bladders/bowels.

Ability to remain alert for up to 12 hours, with ability to mentally and physically react quickly to a variety of unexpected and dangerous situations. Use of senses (sight, hearing, smell, touch) is necessary to discern unusual or dangerous situations.

Occasional running, sprinting, lifting heavy weights, moving heavy objects, climbing stairs (e.g., in responding to emergencies).

5.0 Qualifications

The Contractor’s primary business shall be providing armed Professional Protective Security Services/Guard II in accordance with GSA Federal Supply Schedule 084. The Contractor must have at least five (5) years of documented experience in the field of contract security services. The Contractor may propose the labor mix it determines to be necessary to perform at the individual task; but at a minimum, FRTIB considers the below staff descriptions and qualifications detailed below to be necessary to perform the work throughout this requirement. Evaluation will be based on the contractor’s demonstrated ability to recruit, retain, and hire qualified personnel. Below is the minimum list of staff titles and qualifications FRTIB considers necessary to accomplish requirements.

5.1 Personnel

5.1.1 The Contractor must ensure all PSOs meet state and local licensing requirements and hold applicable licenses including applicable and appropriate firearm certification and licensing (e.g., Armed Security Officer/Courier, Private Security Services Basic Handgun); and licenses and permits for employees to be armed and have authority to detain person(s) suspected of committing crimes as applicable and appropriate. PSOs shall always have original firearms license/permits in their possession unless they have applied for a new license/permit. The firearm license/permit shall be in the possession when traveling with a firearm to/from their post and while they are physically working on post.

5.1.2 The Contractor must maintain PSO records (electronic/scanned or paper) that show names and issue dates for each contract employee having required licenses, permits, training, and certifications throughout contract period; not completing these actions could result in adverse actions, including but not limited to, Termination for Default or default as applicable.

Disorderly Conduct Disorderly conduct, use of abusive or offensive language, quarreling, intimidation by words, actions, or fighting shall not be condoned. FRTIB reserves the right to direct the Contractor to remove an employee from the work site for disorderly conduct.

Neglect of Duties The Government reserves the right to direct the Contractor to remove contractor personnel from the work site and/or this contract for neglect of duties. This includes, but is not limited to, sleeping on duty, intoxication, and unreasonable delays.

5.1.5 Bonds

The Contractor is responsible for obtaining all official bonds required, and payment of all fees or costs involved or related to the authorization for the arming of all employees engaged in providing services specified under this contract as applicable. The Contractor shall submit copies of all official bonds, payment of fees and costs to the CO/COR upon request at the order level.

5.1.6 State and Local Licenses

The Contractor is responsible for ensuring that all applicable PSOs qualify for and continue to meet requirements for state and local licensing as applicable and appropriate.

5.1.7 Felony Convictions

The Contractor shall not assign a PSO with a felony conviction.

5.2 Non-Disclosure and Conflicts of Interest

Non-Disclosure:

a. Contractor personnel will have access to privileged and confidential materials of the FRTIB. These printed and electronic documents are for internal use only, are not to be copied or released without permission, and remain the sole property of the FRTIB. These materials are protected by the Privacy Act of 1974 (revised by PL 93-5791). Unauthorized disclosure of Privacy Act covered materials is a criminal offense.

b. The CO will be the sole authorized official to release verbally or in writing, any data, the draft deliverables, the final deliverables, or any other written or printed materials pertaining to this SOW. The Contractor shall release no information. Any request for information relating to this SOW presented to the Contractor shall be submitted to the CO for response.

c. The Contractor recognizes that in the performance of this contract the Contractor may receive or have access to sensitive information, including information provided on a proprietary basis by other private or public entities. The Contractor agrees to safeguard these privileges and use the information exclusively in the performance of this contract. The Contractor shall follow all FRTIB rules and regulations regarding information security to prevent disclosure of sensitive information to unauthorized individuals or organizations.

d. The Contractor shall maintain physical security of data and personnel in accordance with NIST and FRTIB risk management directive requirements at all facilities housing the activities under this SOW, including any sub-contractor facilities. The Contractor shall ensure that security procedures are defined and enforced to ensure all personnel who are provided access to sensitive data must comply with published procedures to protect the privacy and confidentiality of such information as required by FRTIB.

e. The Contractor shall maintain approval documentation for their respective users which the Contractor granted network access while these users are employed. The Contractor shall maintain the network access approval documentation up until 180 days after the individual departs from the contract or is terminated from the contract. The Contractor shall make this documentation immediately available upon FRTIB request.

Conflict of Interest

a. Subpart 9.5 of the Federal Acquisition Regulation (48 C.F.R. 9.5), prescribes responsibilities, general rules, and procedures for identifying, evaluating, and resolving organizational conflicts of interest.

b. The purpose of the Conflict-of-Interest clause is to avoid, neutralize, or otherwise mitigate organizational conflicts of interest which might exist related to a contractor’s performance of work required by this contract. Such conflicts may arise in situations including, but not limited to: a Contractor’s participation, as Contractor or representative of a Contractor, in a procurement in which it has provided assistance in the preparation of the FRTIB’s requirements and specifications; a Contractor providing advice and/or assistance to the FRTIB for a procurement in which the Contractor or an entity that the Contractor represents is an actual or potential Contractor and a Contractor’s participation, as Contractor or representative of an Contractor; in a procurement where the Contractor has obtained confidential or proprietary information relating to competing Contractors as a result of the Contractor’s work on prior contracts.

c. For purposes of this clause, the term “Contractor” means: The Contractor, any of the Contractor’s parent companies, affiliates, or other entities in which the Contractor or such parents or affiliates have a financial interest, successors in interest to the Contractor or any of its parents or affiliates, proposed consultants or sub-contractors at any tier, and employees thereof.

The Contractor agrees:

a. Contractor shall remain ineligible to participate in any capacity (including participating as a prime Contractor, sub-contractor, or as the representative of another party) in contracts, subcontracts, or quotes (whether solicited or unsolicited) that directly relate to the Contractor’s performance of work under this Contract.

b. Prior to beginning work, to execute Confidentiality Agreements, Statements of Non-Disclosure or other documents which the CO believes are needed to protect the proprietary nature or confidentiality of information provided by the FRTIB or otherwise received by the Contractor in connection with work under this Order.

c. Not to accept any compensation or any other form of payment from any source other than the FRTIB for services rendered under the contract resulting from the RFQ.

d. To immediately notify the CO of any quote of compensation, other form of payment, or thing of value made by any source other than the FRTIB to the Contractor related to services rendered under the contract resulting from the RFQ.

e. Prior to performing work, immediately notify the CO of any potential conflict of interest which would prevent or limit the Contractor’s ability to perform the work requested.

f. To immediately notify the CO of any conflict of interest discovered during performance of work. Provided that the CO will have the right to impose such restrictions as he/she deems appropriate on Contractor’s performance, based on the existence of such a conflict or, if the CO determines that such restrictions would not adequately address the conflict of interest at issue, to terminate this Order at no cost to the FRTIB.

g. In the event, that the Contractor withholds information regarding the existence of a conflict of interest from the FRTIB. The CO may terminate the contract resulting from the RFQ at no cost to the FRTIB.

h. Including this Conflict-of-Interest clause, including this subparagraph, in all subcontracts at all tiers (appropriately modified to preserve the FRTIB’s rights hereunder) which involve the performance of work by sub-contractors (if any) in support of the contract resulting from the RFQ.

i. In addition to the remedies stated above, that the FRTIB may terminate the contract resulting from the RFQ for cause in the event of the Contractor’s breach of any of the above restrictions.

5.3 Contracting Officer (CO)

Responsibility for contracting activities rests solely with the FRTIB CO. The CO is responsible for directing any changes in the terms, conditions, or amounts cited in the contract. No conversation, recommendations, or direction, whether given directly by, or implied by FRTIB personnel, that will affect the scope, schedule, or price of this contract, shall be acted upon by the Contractor unless specifically approved by the FRTIB’s CO.

In the event that the Contractor implements changes to the contract at the direction of any person other than the CO, the Contractor will not receive reimbursement for work performed pursuant to those unauthorized changes. Contractual interpretation and assistance may be obtained by contacting the CO.

Contracting Officer Name: TBD Phone Number:

Email Address:

5.4 Contracting Officer's Representative (COR) and Alternate (ACOR) The CO shall designate a COR, who is responsible for administering the performance of work under this contract by:

(1) Monitoring/assessing the Contractor's progress

(2) Recommending to the CO changes in requirements

(3) Interpreting the scope of work

(4) Performing inspections and acceptances of data items required by this order, and

(5) Assisting the Contractor in the resolution of technical problems encountered during the performance of the order.

Contracting Officer Representative Name: TBD Office: TBD Mobile: TBD Email Address:

Alternate Contracting Officer Representative Name: TBD Office: TBD Mobile: TBD Email Address:

6.0 Period of Performance

The ordering period for this requirement is for five (5) years from the date of BPA award. This contract expires 60 months from award or at the end of the agreement period, whichever is earlier.

7.0 Place of Performance

Work will be performed primarily at the employee’s or Board member’s residence as described at the Call Order level and may include in-transit security to and from employee or Board member residence and 77K St NE, Washington, DC 20002, or on rare occasions, another authorized work, meetings, and lodging locations within the Continental United States.

8.0 Delivery Schedule

Services will be executed through call orders falling with the ordering period within the ceiling amount of this contract. Deliverables will be defined for each Call Order. All deliverables must use a format approved by the COR. The deliverables must be submitted to the COR and CO. Deliverables are subject to review and acceptance by the COR. The Contractor must submit an electronic copy of the Deliverables. Deliverable due dates must be captured in the Order. If a due date falls on a weekend or holiday, the Contractor must submit the deliverable on the last business day prior to the due date, unless otherwise agreed to by the Agency. The Contractor must make a reasonable attempt to contact the COR to discuss the deliverables.

Deliverables must be submitted to the CO and COR using the required versions and types of software that are compatible with FRTIB software. Microsoft Visio for flowcharts in the appendices, PDF file formats for sample documents and reference material in the appendices, and any graphics used for the policies.

On receipt of a deliverable, the Agency has 10 business days beginning the first business day after receipt of the document to inform the Contractor of rejection or request for rework. Unless otherwise provided, if the COR has not notified the Contractor within the defined ten business days, the Contractor may assume that the deliverable is acceptable. Documents not approved by the Agency must be resubmitted with changes within 10 business days and the Agency will have another 10 business-day review period. This process will continue until the document is accepted by the Agency or the COR determines that a meeting between FRTIB CO and COR along with the successful Contractor’s PM to discuss corrective action(s) is necessary.

The Contractor is totally responsible for its performance and deliverables required by the project specific Tasks. The Government may require that the work be accelerated at certain times to preserve its obligations for accomplishment of the projects or services identified. If necessary, this may include issuing order modifications to provide additional man-hours for a specific discipline/labor category at the established rates.

9.0 Security Requirements and Standards

Confidential Information:

All information received by the Contractor as a result of performance of this contract is confidential and is subject to the Privacy Act. The Contractor and Contractor personnel shall maintain this information in strict confidence and shall not disclose this information, or any information obtained as the result of its performance of this contract, to any person or entity, other than employees or bona-fide Contractors of the FRTIB, without the prior written approval of the CO. The Contractor and Contractor personnel shall not disclose this information to any person or entity or otherwise make any improper use of this information during or after the performance period of this contract. The Contractor and Contractor personnel shall maintain this information in strict confidence and shall make no changes to the information except as necessary in the performance of the contract. The Contractor and Contractor personnel and their successors are prohibited forever from using this information for their personal or business gain, personally or for another, directly or indirectly, without prior written approval of the Agency. This provision/clause, or a provision/clause with an identical effect, shall be placed in any subcontracts.

Personnel Security:

All Contractor staff assigned to work under this contract shall be U.S. Citizens or resident aliens with a current and valid Permanent Resident Card PSOs must complete (sign/date) a Lautenberg Amendment Statement/Domestic Violence certification annually as applicable. Lautenberg Amendment, 18 U.S.C. § 922(g) (8) and (9).

Contractor shall not allow any of its employees to access Agency information and systems except to the extent that an employee needs access to work under this contract. Contractor shall coordinate with FRTIB to ensure that all such individuals are screened according to the risk management policies and standards prior to being provided access to Agency information and systems. The Contractor shall follow FRTIB’s “Contractor Fitness Requirements” as defined by the Office of Resource Management. The level of screening required shall be dependent upon a risk designation assigned to this Contract and the individual’s responsibilities and access required to perform services. Contractor shall ensure that all individuals on the Contract are re-screened according to the policies and standards in FRTIB’s Personal Identity Verification program and risk management program. Failure to coordinate these rescreening activities could result in individuals being denied access.

Contractor shall notify the COR and designated Agency security administration functions of the termination of any individual assigned to work on this Contract not more than 2 hours after termination. Contractor shall retrieve all credentials, property, documentation, etc. from the terminated employee. Contractor shall ensure that it retains complete control of Contractor- and Agency-owned information systems and information.

Contractor shall ensure that all individuals assigned to perform services on this Contract accept and sign Non-Disclosure Agreements.

Contractor shall immediately (within 60 minutes) revoke all system access rights and restrict security (e.g., access badges) of its personnel who are no longer employed on this contract. Contractor shall provide documentation of its compliance with this requirement upon Agency request.

Contractor shall maintain a system of sanctions against individuals who perform Services under this Contract for failure to comply with any Contractor or Agency security requirements.

All Contractor staff assigned to work under this contract shall be U.S. citizens or Lawful Permanent Residents with a valid Permanent Resident Card.

Have been issued an approved Social Security Card by Social Security Administration.

Valid State Driver’s License when operating a vehicle for PSO duties as applicable.

General Experience: Three (3) years of continuous work experience that demonstrates reliability, dependability, and good judgment. A minimum of one-year armed security, law enforcement, or military police experience. Must have good interpersonal skills and present a neat and professional appearance.

Training/Education: Completion of a certified security training program or local, state or federal law enforcement training academy.

PSOs shall fluently speak, read, comprehend, and compose coherent written reports in English.

10.0 NON-PERSONAL SERVICE

This SOW identifies services that are strictly non-personal in nature, as defined in FAR Part 37 and to ensure that there is not an appearance of such, the contract will have an identified and appointed Contracting Officer’s Representative (COR). The Government is not permitted to supervise Contractor employees or control the method by which the Contractor performs the required tasks. Under no circumstances is the Government permitted to assign tasks or prepare work schedules for individual Contractor employees. It must be the responsibility of the Contractor to manage its employees and to guard against any actions that are of the nature of personal services or give the perception of personal services. If the Contractor believes that any actions constitute or are perceived to constitute personal services, it is the Contractor’s responsibility to immediately notify the Contracting Officer in writing.

11.0 INHERENTLY GOVERNMENTAL FUNCTIONS

The Contractor’s consultative advice and work products must be in strict accordance with applicable regulations and policies, including the Federal Acquisition Regulation (FAR), FRTIB FAR Supplement and all applicable FRTIB policies. The Contractor is expected to communicate fully and frequently with all assigned acquisition personnel at FRTIB and stakeholders. Contracted personnel must NOT be allowed to do the following activities under this BPA:

Determine what supplies or services are to be acquired by the Government;

Participate as a voting member on any source evaluation teams;

Approve any contractual documents, to include documents defining requirements, incentive plans and evaluation criteria;

Award contracts;

Administer contracts (including ordering changes in contract performance or contract quantities, making final determinations about a Contractor’s performance, including approving award fee determinations or past performance evaluations and taking action based on those evaluation, and accepting or rejecting Contractor products or services);

Terminate contracts;

Determine whether contract costs are reasonable, allocable, and allowable; and Evaluate proposals or administer contracts.

12.0 Performance/Hours of Operation/Business Days

12.1 Workday and Legal Holidays

12.1.1 Workday

The Contractor may have access to FRTIB offices during normal business hours on ALL Government business days during the period of performance. Normal business hours are 8:00 AM to 5:00 PM Eastern Standard Time, Monday through Friday, excluding Federal holidays and official Federal Government closures in the Metropolitan DC area. Work required during federal holidays will be determined and approved by the COR at the Call Order level.

12.1.2 Legal Holidays

The following Federal holidays are observed by the FRTIB:

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