RFP_2014-N-15803_as_amended_00002.pdf

PAGES

15A. NAME

AND

ADDRESS

OF

OFFEROR

SEC. PAGE(S) SEC. PAGE(S)

(Date) (Hour)

CALENDAR DAYS

14. ACKNOWLEDGMENT OF AMENDMENTS

(The offeror acknowledges receipt of amend-ments to the SOLICITATION for offerors and related documents numbered and dated:

(Type or Print)

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

UNDER DPAS (15 CFR 700)

RATING

PAGE OF

1 68

2. CONTRACT NO.

200-2014-58353

3. SOLICITATION NO.

2014-N-15803

4. TYPE OF SOLICITATION

SEALED BID (IFB)

X NEGOTIATED (RFP)

5. DATE ISSUED

04/21/2014

6. REQUISITION/PURCHASE

NO.

00HCVJ17-2014-67797

7. ISSUED BY CODE 8219 8. ADDRESS OFFER TO (If other than Item 7)

Centers for Disease Control and Prevention (CDC)

Procurement and Grants Office (PGO)

2920 Brandywine Road

Atlanta, GA 30341-5539

Approved as to Form and Legality: _____________________________

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

SOLICITATION

9. Sealed offers in original and 5 copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if handcarried, in the depository located in Security Desk of Lobby at Colgate until 12:00 pm local time 06/09/2014

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

10. FOR INFORMATION

CALL:

A. NAME

Arnette Mayhew

B. TELEPHONE (NO COLLECT CALLS)

AREA CODE NUMBER: EXT:

(770) 488-2883

C. E-MAIL ADDRESS

hrb5@cdc.gov

11. TABLE OF CONTENTS

(x) DESCRIPTION (x) DESCRIPTION

PART I – THE SCHEDULE PART II – CONTRACT CLAUSES

X A SOLICITATION/CONTRACT FORM 1 X I CONTRACT CLAUSES 31

X B SUPPLIES OR SERVICES AND PRICES/COSTS 2 PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

X C DESCRIPTION/SPECS./WORK STATEMENT 5 X J LIST OF ATTACHMENTS 46

X D PACKAGING AND MARKING 9 PART IV – REPRESENTATIONS AND INSTRUCTIONS

X E INSPECTION AND ACCEPTANCE 10 REPRESENTATIONS, CERTIFICATIONS, AND

X F DELIVERIES OR PERFORMANCE 11 X K OTHER STATEMENTS OF OFFERORS 47

X G CONTRACT ADMINISTRATION DATA 16 X L INSTRS., CONDS., AND NOTICES TO OFFERORS 53

X H SPECIAL CONTRACT REQUIREMENTS 22 X M EVALUATION FACTORS FOR AWARD 64

OFFER (Must be fully completed by offeror)

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

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

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52-232-8)

10 CALENDAR DAYS

20 CALENDAR DAYS

30 CALENDAR DAYS

AMENDMENT NO. DATE AMENDMENT NO. DATE

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

15B. TELEPHONE NO.

AREA CODE NUMBER EXT.

15C. CHECK IF REMITTANCE ADDRESS

IS DIFFERENT FROM ABOVE - ENTER

SUCH ADDRESS IN SCHEDULE.

17. SIGNATURE

18. OFFER DATE

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT

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

21. ACCOUNTING AND APPROPRIATION

10 U.S.C. 2304(c)( ) 41 U.S.C. 253(c)( )

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

(4 copies unless otherwise specified)

ITEM

24. ADMINISTERED BY (If other than Item 7) CODE 2536 25. PAYMENT WILL BE MADE BY CODE 434

Centers for Disease Control and Prevention (PGO)

Acquisition and Assistance Branch 1

2920 Brandywine Road, MS E-15

Atlanta, GA 30341-5539

Centers for Disease Control and Prevention (FMO)

PO Box 15580 404-718-8100

Atlanta, GA 30333-0080

26. NAME OF CONTRACTING OFFICER (Type or print)

27. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

28. AWARD DATE

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

AUTHORIZED FOR LOCAL REPRODUCTION STANDARD FORM 33 (REV. 9-97)

PREVIOUS EDITION IS UNUSABLE Prescribed by GSA

FAR (48 CFR) 53.214©

K

Section B - Supplies Or Services And Prices/Costs ITEM SUPPLIES / SERVICES Qty/Unit Unit Price NTE Extended

Price

0001 National Prevention Information Network

(NPIN) Support Services for NCHHSTP

Core Requirement:

Provide NPIN support services as outlined in the individual Performance Work

Statement, as specifically ordered within individual task orders.

Period of Performance: July 2014 through

June 2019

1 Job Not Separately

Priced (NSP)

NSP

*Severability will be specified in the individual task orders issued under this contract.

B.1 Purpose

The purpose of this contract is to provide services that fall within the scope of the work specified in Section C for the project entitled, “National Prevention Information Network (NPIN)” administered by the Centers for Disease

Control and Prevention (CDC), Division of the National Center for HIV/AIDs, Viral Hepatitis, Sexually

Transmitted Diseases (STD), and Tuberculosis (TB) Programs - (NCHHSTP). The Contracting Officer (CO) will request the work through the issuance of task orders during the ordering period as specified in Section F of the contract.

B.2 Ordering of Services

This is a competitive procurement for 100% Set-Aside for Small Businesses. This acquisition is being competed in accordance with FAR Part 15 – Contracting by Negotiation. The NAICS Code is 519130, “Internet Publishing and

Broadcasting and Web Search Portal,” with a small business size standard of 500 employees.

The Government contemplates issuing a multiple award, Indefinite Delivery Indefinite Quantity contract (IDIQ) utilizing individual task orders to provide technical assistance services. As defined in FAR Part 16, Type of

Contracts, the Government will issue task orders or contract line item numbers (CLIN) that are either Cost-Plus-

Fixed-Fee (CPFF), Firm-Fixed-Price (FFP), Time-and-Materials (T&M), or Labor-Hour (LH).

Obligation of funds will be done by the issuance of individual task orders by the Contracting Officer in accordance with the clause titled “Award of Task Orders” in Section H and FAR Clause 52.216-18 titled “Ordering” in Section

I. The Contractor shall not exceed the amount negotiated for each individual task order without prior written approval of the Contracting Officer.

In addition, the Contractor shall not commence work until a task order or other written notification for a specific assignment is issued by the Contracting Officer (CO). Only a CDC Contracting Officer is authorized to issue a task request to the Contractor or issue finalized task orders under this contract.

The Government is not obligated to reimburse the Contractor for costs incurred before issuance of a task order or other written notification by the Contracting Officer.

B.3 PERFORMANCE-BASED PREFERENCE

Pursuant to FAR 37.102(a) (2), the CO will use performance-based acquisition methods to the maximum extent practicable.

B.4 MINIMUM OBLIGATED AMOUNT

The basic contract includes an initial obligation of funds in the amount of $1,000.00 to cover the minimum order guarantee. The CDC, NCHHSTP is required to order and the Contractor is required to furnish the minimum order amount of services.

Note: The initial obligation is expected to be applied towards the first two task orders issued by NCHHSTP.

B.5 MAXIMUM CONTRACT CEILING

The ceiling price for this IDIQ basic contract (i.e. cumulative value of all task orders) is $45,000,000.00. The maximum aggregate dollar value of the task orders awarded cannot exceed this contract ceiling.

B.6 TASK ORDER PRICING (ALL ORDER TYPES)

B.6.1 Firm Fixed Price (FFP)

Pursuant to FAR 15.4, Pricing, and FAR 16.2, Fixed-Price Contracts, the Firm-Fixed Price for each task order will be negotiated based on the price to complete the work. After acceptance of a fixed price task order by the

Contractor, the task order price will only be adjusted to reflect changes in scope or conditions.

B.6.2 Cost Reimbursement (CR)

(a) The Total Estimated Cost-Plus-Fixed-Fee for each task order must be negotiated in accordance with the terms of the IDIQ contract. The U.S. dollar costs must be limited to reasonable, allocable, and allowable costs determined in accordance with FAR 15.4, Pricing, and FAR 16.3, Cost-Reimbursement Contracts. Also, FAR 15.404-4 and any applicable Agency’s policy on establishing a fixed fee amount. The Fixed Fee Payment, for any CPFF task order issued under this contract, at the time of each payment of allowable costs to the Contractor, the CDC paying office ordinarily pays the Contractor a percentage of fixed fee that directly corresponds to the percentage of allowable costs being paid. The Government will reimburse the Contractor for all reasonable, allowable, and allocable costs in accordance with FAR 31, Contract Cost Principles and Procedures.

Contractors are required to have a Federal approved cost accounting system for Cost Reimbursable type Orders.

Contractors will be required to submit a cost proposal with supporting information for each cost element, including, but not limited to, Direct Labor, Fringe Benefits, Overhead, General and Administrative (G&A) expenses, Other

Direct Costs, and Profit consistent with their approved Federal cost accounting system and provisional billing rates.

B.6.3 Time and Materials and Labor-Hour

The Basic Contract does not provide Loaded Hourly Labor Rates for T&M and L-H type Orders. When labor-hour or T&M type task orders are used, the fair and reasonable pricing will be determined in accordance with FAR 15.4, Pricing, and FAR 16.601, Time and Materials Contracts.

B.7 FAR Clause 52.19-14 Limitation on Subcontracting listed in Section I.9 will be applied at the Task Order level.

B.8 Contract Structure

The basic contract will establish the general scope and ordering period for task orders to be issued against this contract. The term of this IDIQ contract is 60 months. It is anticipated that multiple task orders will be issued to the contractors to work on NPIN in areas identified in this Scope of Work. Each task order shall have a discrete period of performance independent of the basic contract and no task order shall extend more than twelve (12) months beyond the expiration date of the basic contract.

Individual task orders exceeding $3,000 not awarded to all contractors will be competed in accordance with the fair opportunity process described in FAR 16.505(b)(1) unless an exception to fair opportunity in documented in accordance with FAR 16.505(b)(2). All tasks orders will be solicited by email. Contractors will have a minimum of 10 calendar days to respond.

Section C - Description/Specification/Performance Work Statement

Title of Project: “National Prevention Information Network (NPIN)”

C.1 BACKGROUND AND NEED

The National Center for HIV/AIDS, Viral Hepatitis, STD, and TB Prevention (NCHHSTP) is part of the Centers for

Disease Control and Prevention (CDC), an agency of the U.S. Department of Health and Human Services (HHS). It is one of three national centers housed within CDC’s Office of Infectious Diseases (OID).

The National Center for HIV/AIDS, STD, and TB Prevention (NCHSTP) was established in 1994 to bring together most of CDC’s HIV prevention activities under a single organizational home with Sexually Transmitted Disease

(STD) Prevention and Tuberculosis (TB) Elimination Programs. In 2006, CDC’s Division of Viral Hepatitis (DVH) was added, and the Center was renamed the National Center for HIV/AIDS, Viral Hepatitis, STD, and TB

Prevention.

The diseases addressed by NCHHSTP share a number of commonalities. They have similar or overlapping at-risk populations—including racial and ethnic minorities, men who have sex with men (MSM), and injection drug users

(IDUs). These diseases also have important interactions. Those who are infected with certain STDs, such as syphilis or gonorrhea, are at greater risk for HIV infection. Likewise, those who are infected with HIV are far more susceptible to TB disease because their immune systems are weakened.

These diseases also share similar social determinants, including poor access to health care, stigma, discrimination, homophobia, and poverty. In the area of prevention and control, effective, science-based interventions exist to reduce the burden of TB, Viral Hepatitis, most STDs, and HIV.

C.1.2 Partnerships

NCHHSTP works in collaboration with governmental and nongovernmental partners at community, state, national, and international levels with a goal of creating and strengthening mutually beneficial strategic relationships with other individuals, organizations, and networks that strengthen HIV/AIDS, Viral Hepatitis, STD, and TB prevention and control by producing solutions that no individual entity working independently can accomplish.

NCHHSTP provides leadership and strengthens related efforts of other Federal agencies without duplicating efforts.

NCHHSTP coordinates its efforts with several other agencies within Health Human Service (HHS). For example, the Health Resources and Services Administration (HRSA) is authorized under the Ryan White HIV/AIDS

Treatment Modernization Act to support treatment programs for people living with HIV and AIDS, and HRSA uses data from NCHHSTP’s surveillance systems to guide funding for these programs. NCHHSTP HIV/AIDS surveillance data are also used to guide funding for the U.S. Department of Housing and Urban Development’s

(HUD’s) Housing Opportunities for People with AIDS program.

NCHHSTP funds prevention efforts, demonstration projects, capacity-building efforts, and surveillance activities in state, local, and territorial health departments, as well as community-based organizations (CBOs) and national organizations. In addition to funding traditional public health activities, NCHHSTP works with stakeholders in network partnerships and collaborative partnerships. As defined by NCHHSTP, network partnerships include individuals, groups, and organizations that routinely exchange ideas and information for mutual benefit about HIV, Viral Hepatitis, STDs, and Tuberculosis.

Collaborative partnerships are mutually beneficial collaborations to prevent, care for, and/or treat HIV, Viral Hepatitis, STDs, and Tuberculosis, with a particular focus on reducing health disparities. These collaborations can be formal agreements or informal arrangements and are generally characterized by goal sharing, agreeing to explicit commitments, and promoting horizontal communication.

C.1.3 NPIN Program

NCHHSTP’s primary mechanism for supporting network partnerships is the National Prevention Information Network

(NPIN).

NPIN, at its inception as the CDC National AIDS Clearinghouse, was designed to facilitate the sharing of information and resources among individuals, organizations, and networks working in HIV prevention, treatment, and support services. Today, NPIN remains an important source of CDC and partner evidence-based information and resources, serving professionals dedicated to the prevention of HIV, viral hepatitis, STDs, and TB, through digital media channels, with most NPIN products services are accessible to the general public.

NPIN has the following objectives:

o To support CDC and NCHHSTP efforts to provide timely information and resources to prevention partners through innovative approaches to knowledge/information transfer.

o To connect partners in public health through collaborative communication, innovative technology solutions, and customer service.

o To provide Web-based online databases, information resources, and technical assistance via online support.

o To support and apply innovation using digital channels to enhancing connection among and engagement with prevention partners and stakeholders to maximize health impact of NCHHSTP’s programs.

Early efforts were clearly “demand-driven” as NPIN and its predecessor, the CDC National AIDS Clearinghouse, was responsive to all legitimate information needs and the resulting pressures of increasing demand during the height of the AIDS epidemic. In recent years, the growth of digital channels, including Web, social media, and mobile media, which offer new ways to disseminate information and additional sources of information expanded the services and products of NPIN, accelerating the need to be responsive to current and emerging user needs, and to take advantage of evolving technology. In addition, the importance of curating the best resources to and among partner organizations has been heightened, requiring increased sophistication in selecting and promoting health information relevant to NCHHSTP program efforts.

C.2 SCOPE OF WORK

The services to be acquired under this contract provide a mechanism for various information technology, communication, and education professional services tasks, studies, and projects to be performed for NCHHSTP.

Services to be performed shall be non-personal and not inherently governmental services..

As an independent organization and not as an agent of the Government, the contractor shall furnish all necessary personnel, facilities, supplies, and equipment, as appropriate, to provide NCHHSTP with required scientific, technical, and operational services, within the general work parameters set forth in this Performance Work

Statement. Contractor performance and all resulting deliverables must adhere to all federal, HHS, and/or CDC IT security policies and procedures. All resource materials produced or maintained under this contract, including databases, all information products, all data, mailing lists, websites, telephone protocols (Intellectual Property), etc., are the property of the Government.

C.3 TASK ORDER TECHNICAL REQUIREMENTS

The contractor shall provide the following services to implement the NCHHSTP NPIN program by executing work in many of the following domains and focus areas, as defined below:

Domain Focus Areas

1. Information and Communication

Technology

1.1 - Digital Media Channel Development and Enhancement

1.2 - Database Development, Analysis, and Management

1.3 - Special Data Products

1.4 - Web Content Management System (WCMS)

2. Communication and Education 2.1 - Web-based Information Development and

Management

2.2 - Digital Media Channel Management (includes social media)

2.3 - Communication Support Services

2.4 - Training and Technical Assistance

2.5 - Marketing and Outreach

2.6 - Scanning and Implementation of New Technologies and Best Practices

The contractor shall provide the following types of tasks in the Request for Task Order Proposal (RFTOP) and subsequent issuance of task orders:

C.3.1 Domain 1: Information and Communication Technology

Focus Area 1.1: Digital Media Channel Development and Enhancement includes: Managing NPIN’s products, websites and services via a fully interactive, dynamic web-based platform, which addresses the best practices in site architecture, quality assurance, web posting, web maintenance, web evaluation, reporting, web content management and usability/user experience.

Focus Area 1.2: Database Development, Analysis, and Management includes: Providing database administrators to manage functional database needs and provide consolidated database servers where customers do not have system administrator privileges-- currently, NPIN manages more than 16,000 records.

Focus Area 1.3: Special Data Products includes: Recommending appropriate fields and provide access to all

Resources and Services Database records and all HIV testing/campaign widgets location records via the NPIN

Website. Contractor shall leverage and optimize the use of the existing and future NPIN partner database and related data assets to support the priorities and activities of NCHHSTP and prevention partners.

Focus Area 1.4: Web Content Management System (WCMS) includes: managing a software system that provides website authoring, collaboration, and administration tools designed to allow users with little knowledge of web programming languages or markup languages to create and manage website content with relative ease. A robust

WCMS provides the foundation for collaboration, offering users the ability to manage documents and output for multiple author editing and participation.

C.3.2 Domain 2: Communication and Education

Focus Area 2.1: Web-based Information Development and Management includes: Web development can range from developing the simplest static single page of plain text to the most complex web-based internet applications, and social network services. A more comprehensive list of tasks may include web design, web content development, client liaison, client-side/server-side scripting, web server, coding and network security configuration and more.

Focus Area 2.2: Digital Media Channel Management (includes social media) includes: A review of the current

Web Content Management System (WCMS) across all of NPIN platforms and provide recommendation on how to increase utilization of all NPIN products and services.

Focus Area 2.3: Communication Support Services includes: Providing stakeholder communication support around designated events, data and guidelines releases, and other scientific releases, as needed. This support shall include close coordination with NCHHSTP to develop and implement stakeholder communication plans.

Focus Area 2.4: Training and Technical Assistance includes: Providing in-person training and technical assistance in accessing and utilizing NPIN products and services, primarily via the CDC NPIN Website. These may be group or one-on-one sessions and may take place in settings such as CDC grantee/stakeholder meetings; key conferences;

and on-site.

Focus Area 2.5: Marketing and Outreach includes: A preliminary assessment of existing communication via (web, mobile and social media) and marketing activities and feature recommendations regarding how to increase awareness and utilization of NPIN products and services among internal and external stakeholders.

Focus Area 2.6: Scanning and Implementation of New Technologies and Best Practices includes: Providing services to the Government to support the incorporation of best and promising practices and trends in emerging technologies into government program services and support.

C.4 PROJECT REPORTING REQUIREMENTS

Monthly, Semi-Annual and Final Reports will be stated at the task order level.

C.5 Government Furnished Property

The government will make the property listed in Attachment J.4 available to the contractor to support the completion of this contract. All work will be performed at the contractor’s facility.

C.6 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.

C.7 Contracting Officer Representative (COR): The (COR) will be identified by separate letter. The COR monitors all technical aspects of the contract and assists in contract administration The COR is authorized to perform the following functions:

(a) Assure that the Contractor performs the technical requirements of the contract

(b) Perform inspections necessary in connection with contract performance

(c) Maintain written and oral communications with the Contractor concerning technical aspects of the contract

(d) Monitor Contractor’s performance and notifies both the Contracting Officer and Contractor of any deficiencies

(e) Coordinate availability of government furnished property

(f) 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.

Section D - Packaging And Marking

D.1 Preservation, Packaging, Packing, and Marking

Preservation, packaging, packing and marking of all deliverables must conform to normal commercial packing standards to assure safe delivery at destination.

Section E - Inspection And Acceptance

E.1 This contract incorporates one or more clauses by reference, with the same force and effect as if they were given full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address(es):

http://www.arnet.gov/far/ http://farsite.hill.af.mil/vffar/htm

FAR SOURCE TITLE AND DATE

52.246-1 Contractor Inspection Requirements

52.246-4

52.246-5

Inspection of Services - Fixed-Price (Aug 1996)

Inspection of Services—Cost-Reimbursement (Apr 1984)

52.246-6 Time and Materials/Labor Hour (May 2001)

E.2 Inspection and Acceptance (Jul 1999)

Inspection and acceptance of the articles, services, and documentation called for herein shall be accomplished by the

Contracting Officer, or his/her duly authorized representative (who for the purposes of this contract shall be the

Contracting Officer’s Representative) at the destination of the articles, services or documentation.

(End of Clause)

E.3 Quality Assurance Surveillance Plan (QASP)

a. For the Performance Based IDIQ contract, NCHHSTP must effectively validate in a timely manner the performance of the Contractor in meeting the services required. This QASP provides a systematic surveillance method for the services and describes the methodology by which the Contractor’s performance will be monitored.

b. Each task order will be surveilled in accordance with the QASP in Section J.5. Additional surveillance may be added as needed by CDC/NCHHSTP.

c. Please note that if the work products for a profile are not accepted by CDC/NCHHSTP, they shall be considered as having been of unacceptable quality. Furthermore, any rejected deliverables will be considered as having missed their due date, and will be so noted in the contractor’s assessment performance report (CPARS).

Section F - Deliveries Or Performance

F.1 This contract incorporates one or more clauses by reference, with the same force and effect as if they were given full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address(es):

52.242-15 Stop-Work Order (Aug 1989)

52.242-15 Alternate I

52.247.34

Stop-Work Order - Alternate I (Apr 1984)

FOB Destination

F.2 Deliverable(s) Schedule (Jul 1999)

The contractor shall deliver, within the time frames specified in the individual task orders, the following deliverables, to the attention of the Contract COR, Task Order COR, and CO as specified in the individual task orders issued under this contract.

Deliverables

All contract deliverables intended for communication to the public must comply with Public Law 111-274, the Plain writing Act of 2010. For the Plain language information and Federal Plain Language Guidelines see www.plainlanguage.gov

All materials and documents created under this task order are sole property of CDC. Permission to use data and materials outside this task order must be submitted in writing to the CDC Contracting Officer Representative (COR).

The use of these data and materials outside this task order requires the prior written permission of the CDC

Contracting Officer Representation (COR).

F.3 Period of Performance (Task/Delivery Order Contracts) (Jul 1999)

(a) Contract: The period of performance of this contract shall be for sixty (60) months, from the effective date of contract award.

(b) Task Orders: The time for completion for each task order shall be determined under each individual task order through the mutual agreement of the parties involved. Task orders under this contract may be awarded by the Contracting Officer at any time within the contract period. The actual performance of the work may extend beyond the contract period, not to exceed twelve (12) months of the basic contract.

F.4 Performance Standards

a) Evaluation of the Contractor's performance in accordance with the performance requirements set forth in task orders will be conducted annually and jointly by the COR and the Contracting Officer, and shall form the basis of the Contractor's permanent performance record with regard to this contract.

http://www.plainlanguage.gov/

b) Electronic Access to Contractor Performance Evaluations - Contractors may access evaluations through a secure Web site for review and comment at the following address: http://www.cpars.gov.

F.5 Place(s) of Performance (Jul 1999)

The Contractor shall perform all work under this contract at: Contractor’s Facility, unless specified otherwise in individual Task orders.

Section G - Contract Administration Data

G.1 Evaluation of Contractor Performance (Service) (Jan 2000)

(a) Purpose

In accordance with FAR 42.1502, the Contractor's performance will be periodically evaluated by the Government, in order to provide current information for source selection purposes. These evaluations will therefore be marked

“Source Selection Information.”

(b) Performance Evaluation Period

The Contractor's performance will be evaluated at least annually.

(c) Evaluators

The performance evaluation will be completed jointly by the Project officer and the Contracting officer.

(d) Performance Evaluation Factors

The contractor's performance will be evaluated in accordance with the attachment listed in Section J titled

Performance Evaluation Report.

(e) Contractor Review

A copy of the evaluation will be provided to the contractor as soon as practicable after completion of the evaluation.

The contractor shall submit comments, rebutting statements, or additional information to the Contracting Officer within 30 calendar days after receipt of the evaluation.

(f) Resolving Disagreements between the Government and the Contractor

Disagreements between the parties regarding the evaluation will be reviewed at a level above the Contracting

Officer. The ultimate conclusion on the performance evaluation is a decision of the contracting agency. Copies of the evaluation, contractor's response, and review comments, if any, will be retained as part of the evaluation.

(g) Release of Contractor Performance Evaluation Information

The completed evaluation will not be released to other than Government personnel and the contractor whose performance is being evaluated. Disclosure of such information could cause harm both to the commercial interest of the Government and to the competitive position of the contractor being evaluated as well as impede the efficiency of

Government operations.

(h) Source Selection Information

Departments and agencies may share past performance information with other Government departments and agencies when requested to support future award decisions. The information may be provided through interview and/or by sending the evaluation and comment document to the requesting source selection official.

(i) Retention Period

The agency will retain past performance information for a maximum period of three years after completion of contract performance for the purpose of providing source selection information for future contract awards.

G.2 Payments (Jul 1999)

The cost of the work to be performed by the Contractor under this contract is estimated at $ TBD. Subject to the provisions of the clause entitled “Allowable Cost and Payment” of Section I, payments shall be made on a monthly basis as work progresses.

G.3 Contracting Officer (Jul 1999)

(a) The Contracting Officer is the only individual who can legally commit the Government to the expenditure of public funds. No person other than the Contracting Officer can make any changes to the terms, conditions, general provisions, or other stipulations of this contract.

(b) No information, other than that which may be contained in an authorized modification to this contract, duly issued by the Contracting Officer, which may be received from any person employed by the United States

Government, or otherwise, shall be considered grounds for deviation from any stipulation of this contract.

G.4 Contracting Officer’s Representative (COR) Technical Guidance (Jul 1999)

Performance of the work hereunder shall be subject to the technical directions of the designated COR for this contract:

Contracting Officer’s Representative (COR)

TBD

National Center for HIV, STD, and TB Prevention

Corporate Building 8, Mailstop E-07

Atlanta, GA 30329

Telephone No.

Fax No.

Email:

As used herein, technical directions are directions to the Contractor which fill in details, suggests possible lines of inquiry, or otherwise completes the general scope of work set forth herein. These technical directions must be within the general scope of work, and may not alter the scope of work or cause changes of such a nature as to justify an adjustment in the stated contract price/cost, or any stated limitation thereof. In the event that the Contractor feels that full implementation of any of these directions may exceed the scope of the contract, he or she shall notify the originator of the technical direction and the Contracting Officer in a letter separate of any required report(s) within two (2) weeks of the date of receipt of the technical direction and no action shall be taken pursuant to the direction.

If the Contractor fails to provide the required notification within the said two (2) week period that any technical direction exceeds the scope of the contract, then it shall be deemed for purposes of this contract that the technical direction was within the scope. No technical direction, nor its fulfillment, shall alter or abrogate the rights and obligations fixed in this contract.

The Government COR is not authorized to change any of the terms and conditions of this contract. Changes shall be made only by the Contracting Officer by properly written modification(s) to the contract.

The Government will provide the Contractor with a copy of the delegation memorandum for the COR. Any changes in COR delegation will be made by the Contracting Officer in writing with a copy being furnished to the Contractor.

G.5 CDC42.0002 Evaluation of Contractor Performance Utilizing CPARS (April 2013)

In accordance with FAR 42.15, the Centers for Disease Control and Prevention (CDC) will review and evaluate contract performance. FAR 42.1502 and 42.1503 requires agencies to prepare evaluations of contractor performance and submit them to the Past Performance Information Retrieval System (PPIRS). The CDC utilizes the

Department of Defense (DOD) web-based Contractor Performance Assessment Reporting System (CPARS) to prepare and report these contractor performance evaluations. All information contained in these assessments may be used by the Government, within the limitations of FAR 42.15, for future source selections in accordance with FAR

15.304 where past performance is an evaluation factor.

The CPARS system requires a contractor representative to be assigned so that the contractor has appropriate input into the performance evaluation process. The CPARS contractor representative will be given access to CPARS and will be given the opportunity to concur or not-concur with performance evaluations before the evaluations are complete. The CPARS contractor representative will also have the opportunity to add comments to performance evaluations.

The assessment is not subject to the Disputes clause of the contract, nor is it subject to appeal beyond the review and comment procedures described in the guides on the CPARS website. Refer to: www.cpars.gov for details and additional information related to CPARS, CPARS user access, how contract performance assessments are conducted, and how Contractors participate. Access and training for all persons responsible for the preparation and review of performance assessments is also available at the CPARS website.

The contractor must provide the CDC contracting office with the name, e-mail address, and phone number of their designated CPARS representative who will be responsible for logging into CPARS and reviewing and commenting on performance evaluations. The contractor must maintain a current representative to serve as the contractor representative in CPARS. It is the contractor’s responsibility to notify the CDC contracting office, in writing (letter or email), when their CPARS representative information needs to be changed or updated. Failure to maintain current CPARS contractor representative information will result in the loss of an opportunity to review and comment on performance evaluations.

[End of Clause]

G.6 CDC42.0003 Billing Rates (May 2013)

(a) As defined in FAR Subpart 42.7, Billing Rate means an indirect cost rate established temporarily for interim reimbursement of incurred indirect costs. Billing rates may be adjusted as necessary pending establishment of final indirect rates

(b) Notwithstanding the provisions of the clause entitled Allowable Cost and Payment (FAR 52.216-7), allowable indirect costs under this contract shall be determined by applying the following provisional billing rates to the bases specified below:

TYPE EFFECTIVE

PERIOD

(FROM - TO)

RATE LOCATION APPLICABLE TO BASE

Bases: (1)

(c) The above rates are provisional billing rates only and shall apply from the date of award until such time as the rates are revised by modification. Any modification to change the above rates will also state the effective period covered by the revised rates.

(d) Billing rates may be prospectively or retroactively revised by mutual agreement of the Contracting Officer and the contractor at either party’s request. When agreement cannot be reached, the billing rates may be unilaterally determined by the Contracting Officer as set forth in FAR 42.704.

http://www.cpars.gov/

(e) Final indirect rates shall be established in accordance with FAR Clause 52.216-7, Allowable Cost and Payment.

As required by that clause, the contractor shall submit an adequate final indirect cost rate proposal to the Contracting

Officer and auditor within the 6 month period following the expiration of each of its fiscal years. Upon receipt of the final indirect cost rate proposal and pending the establishment of final indirect cost rates, the contractor and the

Government may mutually agree to revise the provisional billing rates to reflect the proposed indirect cost rates until the proposal has been audited and settled.

G.5 Voucher Frequency

Voucher requests submitted in accordance with the payment clause shall be submitted no more frequently than monthly unless authorized by the Contracting Officer.

G.6 Contract Communications/Correspondence (Jul 1999)

The Contractor shall identify all correspondence, reports, and other data pertinent to this contract by imprinting thereon the contract number from Page 1 of the contract.

G.7 Payment by Electronic Funds Transfer (Dec 2005) (Dec 2005)

(a) The Government shall use electronic funds transfer to the maximum extent possible when making payments under this contract. FAR 52.232-33, Payment by Electronic Funds Transfer – Central Contractor Registration, in

Section I, requires the contractor to designate in writing a financial institution for receipt of electronic funds transfer payments.

(b) In addition to Central Contractor Registration, the contractor shall make the designation by submitting the form titled “ACH Vendor/Miscellaneous Payment Enrollment Form” to the address indicated below. Note: The form is either attached to this contract (see Section J, List of Attachments) or may be obtained by contacting the Contracting

Officer or the CDC Financial Management Office at (404) 498-4050.

(c) In cases where the contractor has previously provided such designation, i.e., pursuant to a prior contract/order, and been enrolled in the program, the form is not required unless the designated financial institution has changed.

(d) The completed form shall be mailed after award, but no later than 14 calendar days before an invoice is submitted, to the following address:

CDC Financial Management Office (FMO) P.O Box 15580 Atlanta, GA 30329

Or – Fax copy to: 404-638-5342

G.8 Payment (Performance-Based Services) (Jul 1999)

(a) General

It is the objective of the Government to obtain complete and satisfactory performance in accordance with the terms of the specifications and requirements of this contract. The procedures set forth in the clause entitled Criteria for

Deductions will be used by the Government in determining monetary deductions for nonperformance of work under this contract, or for deficiencies in the performance of work, and supplements the Inspection of Services clause contained in Section E of this contract.

(b) Adjusting Payments

(1) Under the Inspection of Services clause of this contract, payments may be adjusted if any service does not conform with contract requirements. The Contracting Officer or a designated representative will inform the

Contractor, in writing, of the type and dollar amount of proposed deductions by the l0th workday of the month following the performance period for which the deductions are to be made.

(2) The Contractor may, within 10 working days of receipt of the notification of the proposed deduction, present to the Contracting officer specific reasons why any or all of the proposed deductions are not justified. Reasons must be solidly based and must provide specific facts that justify reconsideration and/or adjustment of the amount to be deducted. Failure to respond within the 10 day period will be interpreted to mean that the Contractor accepts the deductions proposed.

(3) All or a portion of the final payment may be delayed or withheld until the Contracting Officer makes a final decision on the proposed deduction. If the Contracting Officer determines that any or all of the proposed deductions are warranted, the Contracting officer shall so notify the Contractor, and adjust payments under the contract accordingly.

G.9 Billing Instructions for Negotiated Cost-Type Contracts (Mar 2006)

Introduction

Reimbursement procedures related to negotiated cost-type contracts require that Contractors submit to the

Government adequately prepared claims. The instructions that follow are provided for Contractors’ use in the preparation and submission of invoices or vouchers requesting reimbursement for work performed. The preparation of invoices or vouchers as outlined below will aid in the review and approval of claims and enable prompt payment to the Contractor.

1. Forms to Be Used

In requesting reimbursement, Contractors may use the regular Government voucher form, Standard Form 1034, “Public Voucher for Purchases and Services Other Than Personal,” and Standard Form 1035, “Continuation Sheet,” or the Contractor’s own invoice form. If the Contractor desires to use the Government’s standard forms, a request for the forms should be submitted to the Contracting Officer. If the Contractor uses his own invoice, the billing must conform to the instructions set forth herein.

2. Submission of Invoices or Vouchers

Invoices or vouchers shall be submitted per Section G of the contract. All original invoices or vouchers must be submitted to the Financial Management Office at the address show below:

The Centers for Disease Control and Prevention

Financial Management Office (FMO)

P.O. Box 15580

Atlanta, GA 30333

Or – The Contractor may submit the original invoice/voucher or progress payment via facsimile or email:

Fax: 404-638-5324

Email: FMOAPINV@CDC.GOV

NOTE: Submit to only one (1) of the above location(s).

mailto:FMOAPINV@CDC.GOV

In addition, the contractor shall submit 1 copy of the invoice/voucher or progress payment to the cognizant contracting office previously identified in this contract. These invoices/voucher copies shall be addressed to the attention of the Contracting Officer.

REMINDER: The original and each copy should be easily identifiable. Vouchers should be collated. Failure to submit vouchers in the proper format will delay your payment.

3. Preparation of Invoices or Vouchers

a. EXHIBIT I – Summary of All Costs

As shown on the attached Standard Form 1034, identified as EXHIBIT I (SAMPLE), a summary of all current costs must be shown. This summary consists of a list identifying the general categories and the amounts incurred during the period covered by the billing, together with the portion of fixed fee (if any) payable for that period. The reimbursable costs incurred and the dates of the period for which the charges are claimed must fall within the period specified in the contract.

b. EXHIBIT II – Details of Costs Claimed

As shown on the attached Standard Form 1035, identified as EXHIBIT II (SAMPLE), a detailed breakdown must be provided to substantiate the categories shown on the summary of costs (see EXHIBIT I). The following describes some of the categories that might appear on your billings:

(1) Direct Labor

Direct Labor costs consist of salaries and wages paid for scientific, technical, and other work performed directly for the contract and pursuant to the contract terms. Labor costs, excluding fringe benefits and overtime premium pay, will be billed as follows:

List the titles and amounts for employees whose salaries or wages, or portions thereof, were charged to the contract; show the rate (or hours) worked, and amount for each individual. The cost of direct labor, which is charged directly to the contract, must be supported by time records maintained in the contractor’s office.

(2) Fringe Benefits

If it is the Contractor’s established practice to treat fringe benefits as a direct cost, such costs should be billed separately as a single item.

NOTE: Fringe benefits, bonuses, etc., are usually treated as indirect costs for inclusion in the overhead pool;

however, they may be treated as direct labor costs or as an “Other Direct Charge” if such treatment is in accordance with the Contractor’s established accounting procedures.

(3) Premium Pay

Premium pay is the difference between the rates and amounts paid for overtime or shift work and amount normally paid on a straight time basis. Generally such pay is not included in the direct labor base and should not be included in the billing for “direct labor” unless the Contractor has consistently followed this practice in the past as a matter of policy. Premium pay of any kind unless provided for in the contract must be authorized by the Contracting Officer in advance. Billings for unauthorized premium pays have caused frequent delays in payment due to suspensions and exchange of correspondence. Citations of authorization for premium pay will avoid delays in payment. Authorized premium pay may be shown as a single item on the summary of costs. However, it must be separately itemized for each position, or job category, showing the amount, and a citation of the Contracting Officer’s letter of authorization on the continuation sheet of the invoice or voucher.

(4) Materials and Supplies

Only those items, which the Contractor normally treats as “direct costs”, should be claimed under this heading.

Major classifications of material only should be billed separately under appropriate classification. Items costing less than $25.00 may be listed by category of materials or supplies. Show the description and dollar amount of individual classifications. All such charges must be supported by the Contractor’s office records.

(5) Travel

When authorized in the contract as a direct cost, travel costs that are directly related to specific contract performance may be billed as a direct cost. Travel cost detail should show:

(a) Name of traveler and official title,

(b) Purpose of trip,

(c) Dates of departure and return to starting point (station or airport),

(d) Transportation costs, identified as to rail, air, private automobile (including mileage and rate) and taxi.

e) If claim for subsistence is on per diem basis, show number of days, rate and amount, as authorized in contract.

If claim is based on actual cost of subsistence, show, on a daily basis, the amounts claimed for lodging and meals separately.

(f) Reference to Contracting Officer’s letter of authorization if required by contract.

(6) Consultant Fees

Identify the consultant by name, number of days utilized, and amount of fee.

(7) Equipment

Nonexpendable personal property must be specifically approved in writing by the Contracting Officer or authorized by the terms of the contract. Billing data should include a description of item, make model, quantity, unit cost, total cost, and date approved by the Contracting Officer, if applicable. A copy of the vendor’s bill may be submitted in lieu of the identifying information.

(8) Burden

Pending establishment of final contract indirect cost rates for each of the Contractor’s fiscal years, the Contractor will be reimbursed based on his submittal of provisional rates as set forth in the contract. The contract may provide for more than one type indirect cost rate, such as overhead rate, and general and administrative expense rate, in which case the direct cost bases (e.g., direct labor, total direct cost, etc.)

(9) Fixed Fee

Ordinarily the fixed fee is stated in the contract as a lump sum and may be billed in the ratio of incurred costs to total estimated cost as set forth in the contract, with the final 15 percent to be billed on the final invoice or voucher.

Contract terms govern the method of payments.

c. EXHIBIT III – Cumulative Amount Claimed

As shown on the attached Standard Form 1035, identified as EXHIBIT III (SAMPLE), the Contractor must show the cumulative amounts claimed by categories from the contract award date through the date of the current invoice or voucher, as well as the estimated cost to complete per category.

QUICK CHECKLIST FOR INVOICE SUBMISSION:

Standard Forms 1034 and 1035 recommended.