030ADV26R0014.pdf

PAGE 1 OF1. REQUISITION NO.

2. CONTRACT NO. 3. AWARD/EFFECTIVE DATE 4. ORDER NO. 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE DATE

a. NAME b. TELEPHONE NO. (No Collect Calls) 8. OFFER DUE DATE/LOCAL

TIME

9. ISSUED BY CODE 10. THIS ACQUISITION IS UNRESTRICTED OR SET ASIDE: % FOR:

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

8(A)

NAICS:

SIZE STANDARD:

11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

12. DISCOUNT TERMS

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13b. RATING

14. METHOD OF SOLICITATION

RFQ IFB RFP

15. DELIVER TO CODE 16. ADMINISTERED BY CODE

17a. CONTRACTOR/OFFEROR CODE FACILITY CODE 18a. PAYMENT WILL BE MADE BY CODE

TELEPHONE NO. UEI: EFT:

PHONE: FAX:

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

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

SEE ADDENDUM

19. 20. 21. 22. 23. 24.

ITEM NO. SCHEDULE OF SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

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

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Govt. Use Only)

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA ARE ARE NOT ATTACHED.

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN _______________ 29. AWARD OF CONTRACT: REF. ___________________________________ OFFER COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DATED ________________________________. YOUR OFFER ON SOLICITATION DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY (BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED SET FORTH HEREIN IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30b. NAME AND TITLE OF SIGNER (TYPE OR PRINT) 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (TYPE OR PRINT) 31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION (REV. NOV 2021)

PREVIOUS EDITION IS NOT USABLE Prescribed by GSA - FAR (48 CFR) 53.212

7. FOR SOLICITATION

INFORMATION CALL:

STANDARD FORM 1449

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

See SCHEDULE

030ADV26R0014 04-07-2026

Zwahlen, Jennifer (202) 707-0925 05-05-2026

12:00 EDT

Contracts and Grants Directorate Library of Congress

101 Independence Ave. SE LA 325 Washington DC 20540-9411

X

N/A

X

DELIVERY

See Sections D&F for delivery instructions.

Contracts & Grants Directorate Library of Congress

LA 325

101 Independence Av SE Washington DC 20540-9411

Submit Invoices through https://www.ipp.gov Washington DC 20540

See CONTINUATION Page

See CONTINUATION Page

X X

X 1

Zwahlen, Jennifer

030ADV26R0014

Table of Contents

SECTION A

A.1 SF 1449 SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES

SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS

B.1 LC52.216-3 CONTRACT TYPE (JUN 2016)

B.2 PRICE/COST SCHEDULE

ITEM INFORMATION

B.3. SERVICES AND PRICES

SECTION C - DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

SECTION D - PACKAGING AND MARKING

D.1 LC52.211-1 DELIVERIES (APR 2015)

SECTION E - INSPECTION AND ACCEPTANCE

SECTION F - DELIVERIES OR PERFORMANCE

F.1 LC52.215-5 PLACE AND PERIOD OF PERFORMANCE (JAN 2019)

SECTION G - CONTRACT ADMINISTRATION DATA

G.1 LC52.201-3 CONTRACT ADMINISTRATION (AUG 2015)

G.2 LC52.204-5 IDENTIFICATION AND BUILDING PASSES (SEP 2024)

G.3 LC52.232-1 LIBRARY OF CONGRESS INVOICE INSTRUCTIONS (DEC 2022)

SECTION H - SPECIAL CONTRACT REQUIREMENTS

H.1 LC52.201-1 CONTRACTING OFFICER'S REPRESENTATIVE (COR) APPOINTMENT AND AUTHORITY (JAN 2016)

H.2 LC52.203-1 CONTRACTOR PUBLICITY (OCT 2013)

H.3 LC52.204-1 COLLECTIONS SECURITY (DEC 2013)

H.4 LC52.204-2 CONDUCT ON LIBRARY PREMISES (JUL 2021)

H.5 LC52.204-3 INFORMATION SYSTEMS SECURITY (JUL 2024)

H.6 LC52.204-4 CONTRACTOR EMPLOYEE FITNESS (SEP 2024)

H.7 LC52.237-1 KEY PERSONNEL (AUG 2014)

H.8 LC52.237-2 CONDUCT OF WORK (MAY 2015)

H.9 LC52.239-1 INFORMATION SECURITY (JUL 2025)

PART II - CONTRACT CLAUSES

SECTION I - CONTRACT CLAUSES

I.1 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

030ADV26R0014

I.2 52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE

ORDERS—COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES (OCT 2025)

I.3 52.216-18 ORDERING (AUG 2020)

I.4 52.216-19 ORDER LIMITATIONS (OCT 1995)

I.5 52.216-22 INDEFINITE QUANTITY (OCT 1995)

I.6 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

I.7 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

I.8 LC52.212-4 CONTRACT TERMS AND CONDITIONS - COMMERCIAL ITEMS (DEV) (FEB 2016)

I.9 LC52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE

ORDERS - COMMERCIAL ITEMS (DEV) (MAY 2015)

I.10 LC52.216-1 ORDER PLACEMENT – SINGLE AWARD INDEFINITE DELIVERY, INDEFINITE QUANTITY (FEB 2016)

I.11 LC52.228-70 INSURANCE REQUIREMENTS - WORK ON LIBRARY PREMISES (DEC 2014)

I.12 LC52.232-25 PROMPT PAYMENT (DEV) (JUL 2013)

I.13 LC52.233-1 52.233-1 (DEV) DISPUTES (MAY 2014)

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

SECTION J - LIST OF ATTACHMENTS

PART IV - REPRESENTATIONS AND INSTRUCTIONS

SECTION K - REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF OFFERORS

K.1 52.212-3 OFFEROR REPRESENTATIONS AND CERTIFICATIONS—COMMERCIAL PRODUCTS AND

COMMERCIAL SERVICES (OCT 2025)

SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L.1 LC52.233-2 PROTESTS TO THE LIBRARY OF CONGRESS (DEC 2013)

SECTION M - EVALUATION FACTORS FOR AWARD

M.1 LC52.215-2 EVALUATION - BEST VALUE TRADE-OFF (FEB 2020)

030ADV26R0014 Section B

SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS

B.1 LC52.216-3 CONTRACT TYPE (JUN 2016)

This is a solicitation for a single award Indefinite Delivery/Indefinite Quantity (IDIQ) contract. Individual orders will be placed on a Firm Fixed Price (FFP) basis based upon established per-unit prices, the cumulative value of which shall not exceed the maximum defined in the contract.

(End of Clause)

B.2 PRICE/COST SCHEDULE

ITEM INFORMATION

ITEM

NUMBER

DESCRIPTION OF

SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 0.00 EA _______________

Inspection of Production Lots Program - Base Year Contract Period: Base POP Begin: 07-25-2026 POP End: 07-24-2027

0002 0.00 EA _______________

Inspection of Production Lots Program - Option Year 1 Contract Period: Option 1 POP Begin: 07-25-2027 POP End: 07-24-2028

0003 0.00 EA _______________

Inspection of Production Lots Program - Option Year 2 Contract Period: Option 2 POP Begin: 07-25-2028 POP End: 07-24-2029

0004 0.00 EA _______________

Inspection of Production Lots Program - Option Year 3 Contract Period: Option 3 POP Begin: 07-25-2029

POP End: 07-24-2030

0005 0.00 EA _______________

Inspection of Production Lots Program - Option Year 4 Contract Period: Option 4 POP Begin: 07-25-2030 POP End: 07-24-2031

GRAND TOTAL _______________

B.3. SERVICES AND PRICES

B.3.1. Minimum and Maximum Amounts

Minimum: $10,000.00

Maximum: $6,000,000.00

*The IDIQ maximum ceiling is not reflective of a guaranteed amount of work*

B.3.2. Schedule

This IDIQ consists of the following:

Base Year: 07/25/2026 - 07/24/2027

Option Year I: 07/25/2027 - 07/24/2028

Option Year II: 07/25/2028 - 07/24/2029

Option Year III: 07/25/2029 - 07/24/2030

Option Year IV: 07/25/2030 - 07/24/2031

This contract shall contain one base Year and four option years. The Library will exercise option years at the Library's discretion. The Library is not obligated to exercise option years.

B.3.3. Pricing

Prices shall be in accordance with the price schedule, below. Orders will use the unit price in effect at the time the order commences. That unit price will be in effect for the entire duration of the order.

No mixed or blended prices will be used.

For instance, if an order, with a 12-month period of performance starts January 27, 2027, the Base Year rates will be used to price the entire order. An order cannot be priced using prices for two different Option Year Periods.

Price Schedule - Inspection of Production Lots

Year Unit Price

Base Year

07/25/2026 - 07/24/2027

Option Year I

7/25/2027 - 07/24/2028

Option Year II

07/25/2028 - 07/24/2029

Option Year III

07/25/2029 - 07/24/2030

Option Year IV

07/25/2030 - 07/24/2031

030ADV26R0014 Section C

SECTION C - DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

STATEMENT OF WORK

Inspection of Production Lots Program (IPLP)

C.1 OVERVIEW/BACKGROUND

More than 170 million items of the Library of Congress (Library) collections include books and other printed materials, serials, manuscripts, photographs, maps, music, audio recordings, and moving images. The Library’s Collections Management Division under Discovery and Preservation Services, Preservation Directorate (DPS/PRES/CMD), is a stewardship division responsible for collections control, including effective programs for inventory control, tracking, and accounts management; collections integrity, ensuring the accuracy, retrievability, and preservation of items in collections assigned to the division.

These activities are performed primarily within the three Capitol Hill buildings, John Adams Building, Thomas Jefferson Building, and James Madison Building. In addition, these activities are performed in the High-Density Storage Facility (HDSF) at Fort Meade, MD, approximately 25 miles north of Capitol Hill. The Contractor may be assigned to work in any of these facilities as well as others in the Washington, DC metropolitan area that might become available for either temporary or permanent collections storage.

Historically the level of staffing required for the inventory management support services per year has been: one (1) Project Manager, one (1) Assistant Project Manager, and six (6) Inventory Clerks.

The historical inspect/review quantities per year are listed below:

Period of Performance Quantity

07/25/2021 – 07/24/2022 541,000

07/25/2022 – 07/24/2023 450,000

07/25/2023 – 07/24/2024 551,000

07/25/2024 – 07/24/2025 410,477

07/25/2025 – 07/24/2026 466,300

These historical quantities are under no circumstances a guarantee of work or future orders. The Library retains the unilateral right to determine how many units it orders.

C.2 SCOPE

The Contractor shall provide inventory management support services to the Library of Congress (LC) by assisting with collection inventory projects in multiple formats. This primarily involves inspecting and reviewing data within the LC’s FOLIO system and other databases. The collections to be inspected and reviewed will consist of serials and monographs as well as special processing materials such as maps, manuscripts, microforms, loose leaf collections, prints and photographs. Serials and monographs may be interfiled, but record updating for each type is done somewhat differently. A key component of this work is data integrity verification for items, which includes confirming the accuracy of all associated bibliographic, holdings, item, and location data in LOC FOLIO system, as well as placing the items in the designated staging areas. Should errors or discrepancies be identified, the Contractor must sort and route the flagged materials to the appropriate LC staff for final resolution. Throughout the execution of all tasks described in this Statement of Work (SOW), the Contractor must ensure that all requirements for both quantity and accuracy are strictly met.

C.3 REQUIREMENTS

C.3.1 Physical Inspection: The contractor shall conduct 100% physical review of items and ensure each item has:

An item barcode with a dot reflecting it has gone through the inventory process.

All required labels including barcode labels, call number labels, offsite storage labels, and any other labels identified by the Library are placed in the proper location.

That there is no damage to the book nor mold is apparent on the book.

C.3.2 Integrated Inspection (via Library Collections System FOLIO): The contractor shall inspect the bibliographic data in the Library’s FOLIO system or other required databases ensuring bibliographic (Instance Record), holdings (HREC), and item (IREC) records to accurately reflect the item in hand.

For Instance Records, the contractor shall review fields as designated per the various types of collections.

For Holding Records, the contractor shall review that the permanent storage location is correct, that Item records are properly associated and sequenced, and that appropriate notes are added to the record. In addition, for Serial and Special Collection HRECs, the contractor shall review the summary holding statement.

For Item Records, contractor shall review various data not limited to the following fields: Title, Location, Call Number, Enumerations, Chronology, Year, Copy Number, Loan Type, and Notes.

The Library may provide special instructions for certain collections that require additional fields to be reviewed.

C.3.3 Inspection Rates: Contractor shall inspect a percentage of the items and online records processed, based on established review rates, which is approximately 25 items per hour, per employee, and in accordance with prescribed procedures. The review rate shall be provided before the inspection process begins for every given collection or on a weekly basis at a minimum. The rate shall be determined based on the type of Collection and the significance to the type of workflow the Library used to process the materials. The Contractor shall ensure that: (a) all online records for the inspected items have been updated with correct holdings and item data; (b) each item reviewed has an item barcode applied to the item or collection of materials which is linked to the Library’s FOLIO system; (c) Permanent locations and/or Custodial Area/Location, in the Library’s FOLIO system, for items identified for relocation to designated off-site storage location or custodial area/location have been properly changed; and (d) all other procedural steps have been correctly followed.

C.3.4 Care, Handling, and Routing: Contractor shall demonstrate care and handling of all Library collections, materials must be handled with care to avoid damage or loss of text. The Contractor shall follow the Collections Management Division (CMD)’s guidelines whenever materials are handled. Contractor shall ensure that all physical items in the batch are properly arranged on the truck and the truck is routed to its appropriate destination.

C.3.5 Batch Control Slips: Contractor shall prepare an IPLP Batch Control Slip for each batch (i.e. book truck or bin), that includes the name of the collection; the date; and the name of the staff member to whom it is assigned. The Batch Control Slip will be updated to indicate when and to whom the batch is assigned for quality control, and when it is completed and ready to be returned to the collection. Contractor shall maintain tracking of all batch control slips and items associated with them in the Contractor managed tracking system. Information regarding the batch control slips shall be shared with the Contracting Officer Representative (COR) upon request.

C.3.6 Reporting: The Contractor shall submit daily, weekly, monthly, and annual statistical reports of its completed work to the COR in electronic formats that are compatible with the Library’s data reporting software. The weekly report shall report, in detail, the number of items processed and inspected within the week. The Contractor shall provide a report that captures item barcodes, date, operator identification, batch control number, and the category type associated with the item barcode. The monthly report shall include a narrative that summarizes key events or activities, also noting any special problems or difficulties encountered, and it shall propose methods to correct such problems as the work continues. The annual report should include a cumulative summary of statistics. Contractor shall submit these statistical reports to the COR. Contractor shall submit the weekly report by the third workday, typically Wednesday of the following work week; the monthly narrative report no later than five (5) working days after the end of each month; and the annual report no later than ten (10) working days after the end of the fiscal year.

C.3.7 Quality Control Plan: The Contractor shall develop a control plan that outlines the procedures, processes, and personnel responsible for ensuring all work is completed per specifications of this contract. For all tasks described within this SOW, the contractor shall ensure that all requirements are being met with regard to quantity and accuracy.

The Contractor shall provide quality control in accordance with the quality control plan. The contractor shall process approximately 25 items per hour, per employee. However, it is ultimately the Contractor’s responsibility to process all items and to fulfill the contract’s deliverables regardless of staffing, and to keep the COR informed of how the Contractor intends to fulfill the requirements as workloads are assigned. Unacceptable item processing progress may require intervention by the COR and the Contractor may have to replace staff. The Library will utilize the following surveillance methods for quality control: random sampling, periodic inspection, trend analysis, and third-party audits.

The contractor shall work with the Library’s quality assurance staff who will inspect Contractor-reviewed items to verify accuracy and compliance.

C.3.8 The work shall be performed Monday through Friday between the hours of 6:30 a.m. and 6:30 p.m. Federal holidays will be excluded. The Contractor will observe other building closures related to weather emergencies, furlough days, etc. On an infrequent basis, work may have to be performed in the evenings and/or on weekends.

C.3.8 Work required under this contract may include work in a cool and sometimes dusty environment, with temperatures normally ranging between 65 and 71 degrees, although temperatures may be significantly higher or lower.

Work also includes performing tasks involving light to moderate lifting of up to 44 lbs, pulling and pushing of book trucks and tubs, standing, stooping, and bending.

C.3.9 Kick-off Meeting: The Contractor shall attend a kick-off meeting with the Contracting Officer and the COR no later than seven (7) business days after the period of performance start date. The purpose of the kick-off meeting is to discuss the technical of this contract, and to clarify any details of the work, for both parties, if there is any uncertainty.

The kick-off meeting will be held virtually using a video conferencing platform, such as Microsoft Teams.

C.3.10 Status Meetings: The Project Manager (PM) shall keep the COR informed about the Contractor’s progress throughout the performance period of this contract and ensure that the Contractor’s activities are continually aligned with the Library's objectives. At a minimum, the PM and COR shall review the status and results of the Contractor’s performance on a monthly basis. The PM shall be available for discussion regarding any potential problems within 48 hours, upon the COR’s request.

C.4 CONTRACT PERFORMANCE

C.4.1. The Contractor shall maintain a daily accuracy rate of 97% for all aspects of work.

C.4.2. The Contractor shall utilize quality control and quality review processes to ensure that individual staff members maintain a consistent daily accuracy rate of no less than 97% for all aspects of work.

C.4.3. Unacceptable error rates shall result in a request for replacement staff, the training (or cost for training through reimbursement) for which shall be the responsibility of the Contractor.

C.4.4. The Contractor shall submit invoices for work that is 100% accurate only. The Library will not certify nor approve authorization of payment associated with Contractor’s invoices for work that is less than 100% accurate as determined by the Library.

C.4.5. Library quality assurance staff or the Library’s designee will inspect Contractor-reviewed volumes to verify accuracy and compliance.

C.4.6. SCHEDULE OF EVENTS/ DELIVERABLES

Ref. Number Title Due Date

C.3.9 Kick off Meeting Within seven (7) days after the period of performance start date.

C.8.2 Transition In/Out Plans 30 days after the period of performance start date

C.3.6, C.3.10 Weekly Statistical Report of Daily Work

Submit to COR on the third (3) business day.

C.3.7 Final Quality Control

Plan

30 days after the period of performance start date

C.3.6 Monthly Narrative

Report and Monthly Statistical Report

Fifth (5) business day of the following Month

C.3.6 Annual Statistical Report No later than ten (10) business days after the end of the fiscal year.

C.5 ADDITIONAL INFORMATION

C.5.1 Government Furnished Resources

C.5.1.1 The Library will provide the materials that are to be reviewed, updated and processed.

C.5.1.2 The Library will provide book trucks to the Contractor to perform the tasks outlined in this SOW.

C.5.1.3 The Library will provide the contractor’s staff, Project Manager, and Assistant Project Manager, engaged in the IPLP, with certain necessary equipment, including computer workstations and book trucks. The Library will provide a unique login and password to each LC FOLIO data entry operator. The Contractor is responsible for securing the equipment at all times and ensuring it remains safe.

C.5.1.4 The Library will furnish any preservation supplies such as flat string, envelopes, slings, folders and boxes.

C.5.1.5 The Library will issue, to each contractor staff member, an LC identification pass for access to the Library’s buildings.

C.5.2 Contractor Furnished Resources

C.5.2.1 The Contractor shall supply its staff with any personal protective equipment it deems necessary, such as nitrile or cotton gloves, dust masks, etc., as well as any office supplies, such as pencils, pens, post it notes, colored paper, paper clips, rubber bands, staplers and staples, etc.

C.6 SKILL or RELEVANT EXPERIENCE REQUIREMENT

KEY PERSONNEL

The contractor shall provide the Key Personnel identified below. The Key Personnel shall be reachable via cell phone during working hours. The cell phone numbers shall be provided to the COR within five business days of the period of performance start date.

The Project Manager and Assistant Project Manager shall be responsible for quality control which includes (1) planning, monitoring, and reviewing the processing of the collections, inventorying and seeing that the appropriate items are pulled for the off-site facilities as planned, (2) ensuring that all safety rules and procedures are followed when transporting materials to and from the various areas in the Library, and (3) ensuring that the work of those involved in the IPLP are meeting the accuracy and productivity requirements stipulated. The PM and APM shall be responsible for managing quality control; however, quality control is an overall contract requirement that must be performed regardless of presence of the PM or APM.

Project Manager

The Contractor shall provide an on-site Project Manager who shall:

(1) Have a minimum of one [1] year experience performing similar work to what is required in this SOW in a research library, news archives, public records, media archives, or heritage organization whose collections contain more than one million volumes.

(2) Have a minimum of two [2] years’ experience managing a project with a staff of 8 or more FTEs;

(3) Candidates are preferred to have a minimum of two [2] years of experience or understanding of cataloging using Library of Congress Classification (LCC) system, Anglo-American Cataloging Rules (AACR) and Resource Description & Access (RDA) procedures for monographs and serials; and

(4) Have a minimum of two [2] years training staff and handling assignments and monitoring the inspection of work.

Preferred skills (non-mandatory):

(1) Graduation from an accredited library school.

(2) Demonstrated experience using a Future of Libraries Is Open (FOLIO) or similar open-source library services system.

(3) Demonstrated experience processing materials in various languages.

(4) Have good written and oral communication skills.

(5) Have the ability to compile statistical data to produce daily, weekly, monthly and annual reports of work performed.

The Contractor shall provide on-site project management to ensure that Contractor personnel shall be always managed while working on Library premises. The Contractor shall ensure there is always a PM or Assistant Project Manager (see below) for this purpose.

Assistant Project Manager.

The Contractor shall provide an on-site Assistant Project Manager who shall:

(1) Have a minimum of one [1] year of experience performing similar work to what is required in this SOW in a research library, news archives, public records, media archives or heritage organization whose collections contain more than one million volumes.

(2) Have a minimum of one [1] year of experience managing a project with a staff of 4 or more FTEs.

(3) Candidates are preferred to have a minimum of one [1] year of experience or understanding of cataloging using Library of Congress Classification (LCC) system, AACR and RDA procedures for monographs and serials.

(4) Have a minimum of one [1] year training staff and handling assignments and monitoring the inspection of work

Preferred skills (non-mandatory):

(1) Graduation from an accredited library school.

(2) Demonstrated experience using a Future of Libraries Is Open (FOLIO) or similar open source library services system.

(3) Demonstrated experience processing materials in various languages.

(4) Have good written and oral communication skills.

(5) Have the ability to compile statistical data to produce daily, weekly, monthly and annual reports of work performed.

Replacement of Key Personnel:

The Contractor’s Corporate Liaison will submit resumes of proposed staff to the Contracting Officer Representative (COR) when vacancies arise, prior to adding Key personnel. A modification to the contract is required when Key personnel are no longer employed on the contract and a replacement has been approved.

If it becomes necessary to replace any of the Key Personnel working under this contract and task orders, the contractor shall provide a minimum of 30 days’ notice to the COR of the replacement, or if it is not possible to provide 30 days’ notice, contractor shall provide as much notice as possible. The contractor must replace the Key Personnel with an equally qualified individual who meets all of the position requirements stated above. The contractor shall provide resumes for potential candidates to the COR for the COR’s review. The COR will make the final decision regarding the candidate(s) and provide their decision to the contractor within two weeks of receipt of the resume. Replacements for key personnel must be identified within thirty (30) business days.

If one or more of the key personnel, for whatever reason(s), becomes, or is expected to become, unavailable for work under this contract for a continuous period exceeding thirty (30) work days, or is expected to devote less effort to the work than indicated in the offer or as initially anticipated, the contractor shall immediately notify the Contracting Officer and shall, subject to the concurrence of the Contracting Officer or his authorized representative, promptly replace such personnel with personnel of at least equal ability and qualifications.

All requests for approval of substitutions of key personnel must contain a complete resume for the proposed substitute, and any other information requested or needed by the COR to approve or disapprove the proposed substitution. The COR, in consultation with the Contracting Officer, will evaluate such requests and promptly notify the contractor of their approval or disapproval thereof in writing.

C.7 ADDITIONAL PERSONNEL REQUIREMENTS

C.7.1 Corporate Liaison

The vendor shall provide a Corporate Liaison who is the company contact who shall serve as the contact person responsible for administration of the contract at the corporate level including resolution of any issues or problems that cannot be handled by the onsite Project Manager. There are no specific qualifications required of this individual other than the authority to address contract, performance, management, personnel, etc. issues.

C.7.2 Minimum Contractor Personnel Requirements

Employees hired to work under this contract shall have the following knowledge, skills, and abilities:

1. Demonstrated experience reviewing completed work of others for quality control.

2. At least six (6) months’ experience working in a research and/or public library system.

3. Staff shall be skilled in operating keyboards and computers; and

4. Contractor staff shall have the ability to work in great detail.

The Contractor must provide a Contract Administrator as a point of contact for contractual matters. This individual shall be available during working hours to answer contract administration questions.

The Contractor must be able to reassign the requisite number of management and staff to any of the Library’s off-site facilities. Transportation to and from offsite locations is the responsibility of the Contractor. Most of the work contemplated under this contract shall be performed at the Library's Capitol Hill location. Historically, about 15 Contractor personnel in total have been required to implement these requirements. A small amount of Contractor personnel will be needed at the Library's off-site facility in Fort Meade, MD approximately 3-5 times per year for short periods. This is subject to change and the Library's requirement for off-site personnel may increase or decrease throughout the duration of the contract as circumstances change. This information is being provided as historical data only.

C.8 TRANSITION IN AND OUT PLAN

C.8.1 Transition In-Plan for Non-Incumbent:

After award, the contractor shall develop and implement a Transition-In Plan to ensure seamless transfer of services, knowledge, materials, and resources from the Incumbent.

The Transition-In Plan shall include, but is not limited to, the following key components:

Identification of key personnel involved in transition activities.

Validation of equipment, accessories and GFE inventories within 30 days of award.

Meetings and briefings with the incumbent and government officials to ensure continuity.

Obtaining system access privileges.

Obtaining approval by the LoCs Office of Security and Emergency Preparedness (OSEP).

Refer to section G.2, LC52.204-5 IDENTIFICATION AND BUILDING PASSES, section H.5, LC52.204-3

INFORMATION SYSTEMS SECURITY, and section H.6, LC52.204-4 CONTRACTOR EMPLOYEE

FITNESS.

C.8.2 Transition Out-Plan:

Both new and incumbents shall provide a transition-out plan.

The Contractor shall develop and implement a Transition-Out Plan to ensure the seamless transfer of services, knowledge, materials, and resources to the designated successor. In the event that the Contractor is not awarded a follow-on contract upon the conclusion of this one.

The Transition-Out Plan shall include, but is not limited to, the following key components:

Identification of key personnel involved in transition activities.

Process for training or knowledge transfer to the successor.

Detailed inventory of documentation, reports, and records to be provided.

Transition of operational knowledge.

Meetings and briefings with the successor and government officials to ensure continuity.

Return or disposal of government-furnished equipment and property.

Revocation or reassignment of system access privileges.

Creation of a communication plan that documents:

o Coordination with the successor contractor and government stakeholders.

o Identification of key contacts and communication channels for a smooth transition.

o Development of a timeline for transition activities.

Creation of a communication plan that documents:

o Submission of a final report summarizing transition activities, challenges, and recommendations.

The Contractor shall submit the Transition-Out Plan no later than 30 days after award.

-----END of SOW----

030ADV26R0014 Section D

SECTION D - PACKAGING AND MARKING

D.1 LC52.211-1 DELIVERIES (APR 2015)

All deliveries submitted to the CO or the COR or other Library personnel designated to receive deliverables shall clearly indicate the following information:

a. Agency/Requiring Library Service Unit and MAIL STOP/Room Number

b. Description of information/data being submitted

c. Contract Number

d. Contractor Name and Address

(End of Clause)

030ADV26R0014 Section E

SECTION E - INSPECTION AND ACCEPTANCE

Inspection and Acceptance under this contract will be in accordance with paragraph (a) Inspection and Acceptance of FAR 52.212-4 Contract Terms and Conditions – Commercial Items (NOV 2023).

030ADV26R0014 Section F

SECTION F - DELIVERIES OR PERFORMANCE

FAR Number Title Date

52.242-15 STOP-WORK ORDER AUG 1989

52.242-17 GOVERNMENT DELAY OF WORK APR 1984

F.1 LC52.215-5 PLACE AND PERIOD OF PERFORMANCE (JAN 2019)

Place of Performance:

The Library of Congress

101 Independence Ave. SE

Washington, DC 20540

The Library of Congress

100 Montgomery Meigs Road

Fort Meade, MD 20755

The overall period of performance shall be as stated in section B.

The contractor is responsible for determining its hours of operation in fulfilling the requirements of this contract. The Library’s standard operating hours are from 8:30 AM through 5:30 PM, Monday through Friday, excluding Federal holidays. The contractor shall coordinate with the COR for any work to be conducted at Library facilities.

030ADV26R0014 Section G

SECTION G - CONTRACT ADMINISTRATION DATA

G.1 LC52.201-3 CONTRACT ADMINISTRATION (AUG 2015)

This contract will be administered by:

Library Contracting Officer: Zwahlen, Jennifer

Address: Contracts & Grants Directorate

Library of Congress

LA 325

Washington DC 20540-9411

Phone: (202) 707-0925

Email: jzwa@loc.gov

Library Contract Specialist: Miller, Jacqueline

Address: Contracts & Grants Directorate

Library of Congress

LA 325

Washington DC 20540-9411

Phone: (202) 707-5000

Email: jacmiller@loc.gov

Library Contracting Officer Representative: TBD

Phone: TBD

Email: TBD

Contractor Contract Administrator: Provided at time of award

Address: Provided at time of award

Phone: Provided at time of award

Email: Provided at time of award

030ADV26R0014 Section G

G.2 LC52.204-5 IDENTIFICATION AND BUILDING PASSES (SEP 2024)

(a) The Contractor shall ensure that all contractor employees, both directly employed and subcontracted, contractors and sub-contractors, who will need regular, unescorted access to Library facilities obtain Library-issued photo identification badges. The Library will issue the ID badges without charge. The Contractor shall schedule with the COR time for contractor staff to be available to receive Library ID badges prior to starting work. The Contractor shall accurately maintain a list of contractor employee badge numbers and provide updates to the COR upon request.

(b) The Contractor shall provide instruction and ensure that each contractor employee performing work under this contract visibly displays their Library ID badge at all times they are present on-duty on Library premises. Refusal or repeated neglect to display the Library ID badge may result in removal from non-public Library premises and removal from the contract.

(c) Upon termination, resignation, contract completion, or other event leading to a contractor employee not requiring continued access to Library facilities under this contract, the Contractor is responsible for returning all Government identification, building passes, keys, and other Government property issued to that contractor employee within 5 business days from the termination of that contractor employee’s access. Failure on the part of the Contractor to return these materials may result in the Contractor’s liability for all costs associated with addressing the resultant security breach.

(End of Clause)

G.3 LC52.232-1 LIBRARY OF CONGRESS INVOICE INSTRUCTIONS (DEC 2022)

The Contractor must prepare and submit invoices electronically to: https://www.ipp.gov. The Contractor may submit payment requests using other than electronic means only when alternate procedures are authorized by the contracting officer in writing. Assistance is available via the IPP Help Desk via email at: ippcustomersupport@fiscal.treasury.gov or by commercial telephone at (866) 973-3131. Invoices shall contain the information required in FAR 52.212-4, paragraph (g).

030ADV26R0014 Section H

SECTION H - SPECIAL CONTRACT REQUIREMENTS

H.1 LC52.201-1 CONTRACTING OFFICER'S REPRESENTATIVE (COR) APPOINTMENT AND

AUTHORITY (JAN 2016)

(a) Performance of work under this contract is subject to the technical direction of the COR. The term “technical direction” includes, without limitation, direction to the contractor that directs or redirects the labor effort, shifts the work between work areas or locations, and/or fills in details and otherwise serves to ensure that tasks outlined in the contract are accomplished satisfactorily.

(b) Technical direction must be within the scope of the contract specification(s)/work statement. The COR does not have authority to issue technical direction that:

(1) Constitutes additional work outside the contract specification(s)/work statement;

(2) Constitutes a change as defined in the “Changes” clause of this contract;

(3) Causes an increase or decrease in the contract price, or the time required for contract performance;

(4) Changes any of the terms, conditions, or specification(s)/work statement of the contract;

(5) Interferes with the contractor's right to perform under the terms and conditions of the contract; or

(6) Directs, supervises or otherwise controls the actions of the contractor's employees.

(c) Technical direction may be oral or in writing. The COR must confirm oral direction in writing within five workdays, with a copy to the Contracting Officer.

(d) The Contractor shall proceed promptly with performance resulting from the technical direction issued by the COR.

If, in the opinion of the contractor, any direction of the COR or the designated representative falls within the limitations of (b) above, the contractor shall immediately notify the Contracting Officer no later than the beginning of the next Government work day.

(e) Failure of the Contractor and the Contracting Officer to agree that technical direction is within the scope of the contract shall be subject to the terms of the “Disputes” clause of this contract.

(End of Clause)

H.2 LC52.203-1 CONTRACTOR PUBLICITY (OCT 2013)

The Contractor, or any entity or representative acting on behalf of the Contractor, may not refer to the equipment or services furnished pursuant to the provisions of this contract in any news release or commercial advertising, or in connection with any news release or commercial advertising, without first obtaining explicit written consent to do so from the Contracting Officer. Should any reference to such equipment or services appear in any news release or commercial advertising issued by or on behalf of the Contractor without the required consent, the Government will consider institution of all remedies available under applicable law.

H.3 LC52.204-1 COLLECTIONS SECURITY (DEC 2013)

(1) The Library is a public institution responsible for making its resources (collections and staff) available to the Congress and the American people. To achieve a balance between access and security, the Library requires everyone (staff, visitors, interns, contractors, etc.), to always use due diligence and protect its assets during use.

(2) Physical access to Library collections is limited to staff and/or determined by the host office. In addition, established requesting processes in the various readings rooms must be followed.

(3) Loan Privileges. Contractor employees may obtain loans of Library property for internal use and Library work-related purposes.

i. Loan of Library Property. All loans of Library property must be approved and documented by the host Library Services office. Contractor staff shall obtain a Library “General Pass” (Form LW 12/54 (rev2/88)) for each loan.

ii. Liability – Loss or Damage of Library Property. Use or loan of all Library property and signature on this contract means that the contractor acknowledges and agrees to:

(a) ensure the return all Library property issued in the same condition as borrowed;

(b) accept responsibility and liability for the negligent loss or damage of issued or borrowed Library property; and

(c) ensure that the loaned property is used for Library purposes and not loaned to any other person.

(End of Clause)

H.4 LC52.204-2 CONDUCT ON LIBRARY PREMISES (JUL 2021)

1. Access to Library buildings and grounds is governed by 36 C.F.R. part 702 - Conduct on Library Premises. Contractor staff must comply with these requirements and restrictions and related Library of Congress Regulations and Directives.

2. The Library is committed to preventing and addressing all forms of discriminatory harassment and to ensuring that Equal Employment Opportunity (EEO) principles are fundamental to Library culture. Everyone — employees, interns, volunteers, contractors, researchers, and visitors — is expected to help make the Library a respectful environment free from offensive behavior.

a. Library of Congress employees, contractors, interns, volunteers, researchers, patrons, and other visitors have a right to Library facilities that are free from discrimination based on their race, color, national origin, religion, sex, sexual orientation, gender identity, age (40 and over), disability, genetic information, union affiliation, political affiliation, or marital status.

b. The Library does not tolerate discrimination – including sexual harassment, other forms of harassment, or a hostile work environment – based on these factors. The Library does not tolerate retaliation against anyone who engages in any form of protected EEO activity.

c. Contractor (including subcontractor) staff alleged to have engaged in discrimination or retaliation in the performance of this contract may be prohibited from entering Library facilities to perform work under their contracts.

Contractors are required to promptly respond to all Library inquiries into allegations of discrimination, and must, in good faith, cooperate with Library investigations. Good faith cooperation includes, but is not limited to, making contractor staff available for:

1. Formal and informal interviews by Library agents investigating allegations of discrimination;

2. Reviewing and signing appropriate affidavits or declarations summarizing statements provided by such contractor staff during the course of an investigation;

3. Producing documents requested by the Library agents conducting the investigation; and

4. Preparing for and providing testimony in depositions or in administrative hearings.

(End of Clause)

H.5 LC52.204-3 INFORMATION SYSTEMS SECURITY (JUL 2024)

(1) Computer Security Policy. The Library requires anyone using or accessing its digital assets (including networks, servers, workstations, systems, data, web pages, and email) to protect them and use them only for official business, and only in accordance with Library regulations and applicable Library bargaining agreements. Unauthorized or inappropriate use may be grounds for termination or other contractual remedy.

(2) Privacy Policy. No one has the right to privacy while using any Library computer system, including internet or email services. Usage may be monitored.

(3) Level of Access. The Library’s Host Office will determine the level of access to the Library’s IT equipment, staff and software needed to successfully perform under this contract. Access may include, for example, email, word processing, internet, and intranet.

(4) Mandatory IT Security Training. Contractor staff must successfully complete mandatory information systems security training and access forms prior to use of or access to any of the Library’s digital assets.

(a) The required training is available on the Library’s learning management system, LOC Learn, at https://www.loc.gov/extranet/cld/. Library staff will provide further instructions upon onboarding.

(b) Contractor staff with access to Library digital assets shall complete the information systems security training annually. The training is available on the Library intranet at https://www.loc.gov/staff/cld/.

(End of Clause)

H.6 LC52.204-4 CONTRACTOR EMPLOYEE FITNESS (SEP 2024)

“Contractor employee fitness” means fitness based on character and conduct for work for or on behalf of the Government as a contractor employee.

Work under this contract is unclassified. However, the Library of Congress shall conduct background investigations of contractor personnel who will have 1) regular, ongoing, unescorted access to the Library’s buildings, grounds, or collections, 2) access to Library information technology systems, and/or 3) access to Library information not available to the public, including information determined to be Controlled Unclassified Information (CUI), to ensure they meet basic standards of honesty and trustworthiness pursuant to Library regulations. The Library does not determine the fitness of employees to work for the contractor firm that hires them. The Library’s interest is in determining whether contractor personnel should be granted greater access than the general public to Library facilities, Library information technology systems, and/or non-public Library information.

(1) Any access to non-public Library facilities, Library information technology systems, and/or non-public Library information will require a contractor employee fitness determination. All initial, existing, and reciprocal contractor employee fitness determinations will be subject to continuous vetting. Continuous vetting will vary based on position risk level. An example of continuous vetting is outlined in Trusted Workforce 2.0 (https://www.performance.gov/trusted-workforce/ and https://www.dcsa.mil/Personnel-Security/Continuous- Vetting/).

(2) A favorable contractor employee fitness determination requires completion and successful adjudication of a security application request (release forms, fingerprints, and a full background investigation). To facilitate the fitness determination, the prospective contractor employee shall submit to the Library complete and accurate information as identified on the National Background Investigation Services (NBIS)’s eAPP (https://eapp.nbis.mil) or other system as provided by the Personnel Security Division (PSD). Contractors should anticipate a minimum of two weeks for the process, provided all requested information is timely, accurate and complete and that no adverse information is received. A background investigation generally will require that the candidate has cumulatively resided in the United States for at least three of the past five years. This requirement is subject to certain exceptions assessed on a case-by-case basis by PSD in accordance with established federal personnel vetting standards.

(3) After the contractor employee fitness determination, each contractor employee with a favorably adjudicated background investigation shall be enrolled in and subject to the Library’s continuous vetting process. Enrollment in the Library’s continuous vetting process also requires enrollment in the Federal Bureau of Investigation (FBI) Record of Arrest and Prosecution Background (“Rap Back”) program, which provides the Library with notification of any criminal activity by the enrollee. Upon enrollment in Rap Back, the Library shall provide each enrollee with a notification of their rights with respect to the collection and use of their fingerprints and to the accuracy of the information obtained from Rap Back, as well as a copy of the FBI Privacy Act Statement that describes how FBI may use their fingerprint images.

(4) The fact that the Library may conduct background investigations and continuous vetting on assigned contractor personnel does not relieve the contractor of the responsibility to provide qualified, reliable personnel of sound character and conduct. This includes providing contractor personnel who can maintain compliance with the Library’s requirement of a drug-free workplace and federal laws regarding controlled substances (see the Controlled Substances Act, 21 U.S.C.

§ 801 et seq. for the definition of controlled substances). In the event that drug testing is required for a contractor employee to obtain a favorable fitness determination, the contractor will be responsible for bearing the costs of such testing, conducting the testing in a manner consistent with federal vetting standards, which are based on the testing protocols published by the Substance Abuse and Mental Health Services Administration (SAMHSA), and providing the results to the Library.

(5) The Library may require removal of contractor staff from Library facilities and revocation of access to Library information technology systems and non-public Library information if investigative results raise concerns regarding a contractor employee’s fitness or the contractor employee is non-compliant with the Library’s instructions or requests for information during the vetting process. In such cases, the Contracting Officer (CO) or Contracting Officer Representative (COR) will notify the contractor of the unfit determination and need for the contractor employee to return all government equipment such as badges, keys and network tokens if issued. Contractor management staff may be required to escort the contractor employee from Library premises.

(6) The contractor will ensure the COR and CO are notified of all changes to those contractor personnel performing work on this contract that require non-public access.

(End of Clause)

H.7 LC52.237-1 KEY PERSONNEL (AUG 2014)

The personnel designated as key personnel in this contract are considered to be essential to the work being performed hereunder.