RFQ_2031JW19Q00074.pdf

SEE ADDENDUMIS CHECKED

CODE 18a. PAYMENT WILL BE MADE BY

CODE

FACILITYCODE

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

OFFEROR

CODE 16. ADMINISTERED BYCODE

X

X

X

453220

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED OROCC

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

08/20/2019 1300 ET

08/12/2019

KAREN GREEN

(No collect calls)

INFORMATION CALL:

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

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

2031JW19Q00074

5. SOLICITATION NUMBER

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

1 43 OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

TELEPHONE NO.

17a. CONTRACTOR/

15. DELIVER TO

Washington DC 20219

400 7TH STREET SW

Acquisitions Management

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$7.50

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

ISSUE DATE

DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

11.

SEE SCHEDULE

12. DISCOUNT TERMS

THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13a.

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

8(A)

Comptroller of the Currency

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

This is a Request for Quotation #2031JW19Q00074 for Length of Service and Retirement Mementos/Awards in support of the Office of the Comptroller of the Currency Employee Recognition Program.

Period of Performance: 09/01/2019 to 08/31/2020

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

HEREIN, IS ACCEPTED AS TO ITEMS:

X

XX

DATED

ROMENA R. MOY

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

ARE

31c. DATE SIGNED

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

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

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

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

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

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

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

OFFER

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

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

30a. SIGNATURE OF OFFEROR/CONTRACTOR

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

25. ACCOUNTING AND APPROPRIATION DATA

29. AWARD OF CONTRACT:

REF.

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

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

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

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

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

37. CHECK NUMBER

FINALPARTIAL

36. PAYMENT

FINALPARTIAL

35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER33. SHIP NUMBER

COMPLETE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

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

42b. RECEIVED AT (Location)

42a. RECEIVED BY (Print)

41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

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

STANDARD FORM 1449 (REV. 2/2012) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

43 2 of

Request for Quotation #2031JW19Q00074 Length of Service and Retirement Mementos/Awards

SECTION B: SUPPLIES OR SERVICES AND PRICES/COSTS

B.1 GENERAL

The Contractor shall provide management, personnel, materials, labor, equipment and facilities, and shall do all that is necessary to satisfy the requirement described in Section C: Performance Work Statement (PWS).

The Government intends to award an Indefinite Delivery/Indefinite Quantity (IDIQ) contract that allows for the execution of fixed-price delivery orders. Orders may be placed at any time for a period of twelve months after date of contract award, which may be extended if options are exercised.

The NAICS for this requirement is 453220 (Gift, Novelty, and Souvenir Stores) and Size Standard of $7.5M. This is a small business set-aside.

B.2 CONTRACT LINE ITEM NUMBERS (CLIN)

The contract vehicle provides for Contract Line Item Numbers (CLINs) with firm-fixed unit prices.

Detailed descriptions are found in Attachment 1, Price Quotation Worksheet. The unit price shall not exceed the specified “not-to-exceed” value for a particular five-year milestone period.

Base: September 1, 2019 through August 31, 2020

CLIN Description Price

0001 Length of Service and Retirement Mementos/Awards

Total Cost of Base Period: $_________________

Option Year 1: September 1, 2020 through August 31, 2021

CLIN Description Price

1001 Option Year 1: Length of Service and Retirement Mementos/Awards

Total Cost of Option Year 1: $_________________

Option Year 2: September 1, 2021 through August 31, 2022

CLIN Description Price

2001 Option Year 2: Length of Service and Retirement

Total Cost of Option Year 2: $_________________

Option Year 3: September 1, 2022 through August 31, 2023 CLIN Description Price

3001 Option Year 3: Length of Service and Retirement

Total Cost of Option Year 3: $_________________

Option Year 4: September 1, 2023 through August 31, 2024

CLIN Description Price

4001 Option Period 4: Length of Service and Retirement

Total Cost of Option Year 4: $_________________

Total Cost of Award (to include option year periods): $__________________

[End of Section B]

SECTION C: PERFORMANCE WORK STATEMENT

C.1 BACKGROUND:

The Office of the Comptroller of the Currency (OCC), a bureau of the Department of Treasury was established in 1863. The mission of the OCC is to charter, regulate, and supervise all national banks, thrifts, the federal branches and agencies of foreign banks. OCC has independent authority to offer their own bureau sponsored benefit and pay programs (to include employee recognition programs) to its employees which are in addition to benefits and pay available in the Federal Government. OCC is headquartered in Washington, DC and has approximately 3,900 permanent employees in approximately 80 cities nationwide and London, England.

C.2 SCOPE:

The Office of the Comptroller of the Currency has recurring requirements for length of service and retirement award mementos.

Length of Service

The program recognizes and honors employees who have reached milestones of 5, 10, 15, 20, 25, 30, 35, 40, 45, and 50 years of service. At each 5 year milestone, employees receive a letter of appreciation and may choose to receive a memento. At each 10 year milestone, employees receive a letter of appreciation, lapel pin, and may choose a memento.

Retirement

The OCC also provides mementos to employees upon retirement. Employees may choose one retirement memento from Tier 1 and one retirement memento based on their years of service in Tiers 2 through 6. Tier category:

• Tier 1

• Tier 2 - 1-10 years of federal service

• Tier 3 - 11-19 years of federal service

• Tier 4 - 20-29 years of federal service

• Tier 5 - 30-39 years of federal service

• Tier 6 - 40+ years of federal service

C.3 OBJECTIVES:

The offeror shall be experienced in creating personalized recognition programs tailored to an organization’s individual needs and culture, and shall demonstrate the ability to provide a progressive memento selection tailored to the needs of the OCC. The offeror shall assemble and distribute the OCC Length of Service and Retirement Memento awards to the employee’s servicing Human Capital Office in Washington, DC. The offeror is expected to use innovative approaches to efficiently and effectively accomplish PWS requirements in a timely manner and at a reasonable cost to:

1. Meet OCC Requirements – Provide all length of service and retirement awards necessary to support the OCC’s mission.

2. Improve Performance – Improve performance of length of service and retirement awards program.

3. Reduce costs – Reduce the OCC’s length of service and retirement award program costs while maximizing quality of services.

C.4 DELIVERABLES:

The offeror shall provide the following services:

1. Maintain a progressive awards selection for length of service and retirement mementos.

2. Generate a personalized letter from the Comptroller of the Currency, signed electronically by autopen to the employee congratulating them on meeting length of service milestones.

Information for each letter will be provided by OCC in an encrypted spreadsheet.

3. Utilize the anniversary dates for each OCC employee to personalize mementos to include:

the name of employee, and total number of years of service as of December 31 of each year. Information will be provided by the OCC in an encrypted spreadsheet.

4. When shipped, ensures all items are labeled with employee’s name on outside of products.

The products are to be packaged for protection when required.

5. Deliver the appropriate employee recognition memento and letter to each of the employee’s servicing Human Capital Office in Washington, DC.

6. The vendor shall provide a quarterly certification attesting to the deletion of agency personally identifiable information (PII) data collected, processed, or maintained by the vendor.

OCC will provide the following:

1. Electronic signature (autopen)

2. OCC Logo and/or OCC Seal Logo

3. OCC quarterly order for length of service mementos via encrypted spreadsheet.

4. OCC letterhead template and length of service language, employee’s anniversary date, home address, and years of federal service.

C.5 PERFORMANCE REQUIREMENTS:

OCC will place orders and the successful offeror shall supply the requested items in an on-demand capacity. In executing the requirements of this PWS, the vendor shall satisfy the performance requirements including this PWS and the standards set forth in the Performance Requirement Summary

(PRS).

1. Length of Service Memento List will be a detailed listing of mementos based on the length of service. In the event an item is unavailable or discontinued, the vendor may replace or substitute with a comparable item. The OCC understands all items are subject to replacement/substitution depending on availability. With OCC approval and prior to replacing/substituting items, the vendor understands the contract shall be modified.

2. Retirement Award/Memento List will be a detailed listing of mementos based on years of federal service. The OCC understands all items are subject to replacement/substitution depending on availability. With OCC approval and prior to replacing/substituting items, the contractor understand the contract shall be modified.

3. The vendor shall track and manage all orders and produce a monthly production report for the OCC designee’s review. All work shall be based on a valid OCC order via email to the contractor.

C.6 DELIVERY:

Upon receipt of an Order, the contractor shall provide the memento/award(s) to the OCC designee within 30 calendar days.

C.7 QUALITY CONTROL:

The contractor shall ensure that services are performed in accordance with accepted commercial best practice standards and that quality service is maintained through the life of the Indefinite Delivery/Indefinite Quantity (IDIQ) contract. In order to monitor the quality of the contractor’s services, the OCC will conduct quality assessments. The OCC reserves the right at any time to conduct onsite inspections of the Contractor’s work at all facilities.

All services under this contract will be subject to inspection by the OCC. Although the OCC retains the right to specifically enforce all provisions in the contract, the Performance Requirements Summary identifies those contract requirements considered most important to acceptable contract performance and the government’s intended quality assurance procedures.

C.8 PERFORMANCE REQUIREMENTS SUMMARY (PRS):

All Services under this contract will be subject at all times to inspection by the OCC. Although the OCC retains the right to specifically enforce all provisions in the contract, the Performance Requirements Summary identifies those contract requirements considered most important to acceptable contract performance and the government’s intended quality assurance procedures. Below is a chart that identifies the qualitative performance standards (objectives), the OCC’s intended quality assurance procedures and frequency of inspections (measures), and what the Government believes is the minimum satisfactory rating (expectations) at this time.

Desired Outcomes

Performance Standard

Acceptable Quality Level

Assessment Period

Monitoring Method

Incentives/(I) Disincentives (DI)

Content Delivery

Deliver requested Content

99.5% Delivery

Rate Quarterly

Customer feedback, random sampling &

COR

validation

Incentive: If contractor meets or exceeds AQL, OCC will give favorable past performance.

Disincentive: 2% deduction of monthly invoice amount

Quality Control

Ensure quality and accuracy of all deliverables prior to submission for acceptance

Quality standard is met no less than 98%

Upon submission of documents

Inspection by COR

Incentive: If contractor meets or exceeds AQL, OCC will give favorable past performance.

Disincentive: 2% deduction of monthly invoice amount

Timeliness Order deliverables

98% of all status reports submitted on time. Quarterly

Random sampling &

COR

validation

Incentive: If contractor meets or exceeds AQL, OCC will give favorable past performance.

Disincentive: 2% deduction of monthly invoice amount.

C.9 WARRANTY DISCLAIMER:

All products are guaranteed against manufacturer defects. All service awards must be inspected upon delivery, and any defects or damages must be conveyed in writing to the program contact.

This warranty shall include repair or replacement of any listed product discovered and made known to the contractor in writing within thirty (30) days after acceptance. It is understood that there may be a slight variation of size and/or color. Surface variations, grain, texture veining and surface cracking are natural occurrences that will appear through natural materials and may affect how your item appears. This cannot be avoided in the process of using natural materials.

C.10 SECURITY AND PRIVACY REQUIREMENTS:

A. Compliance with Applicable Laws, Regulations, and Standards

1. Federal Laws. The Offeror and all of its respective subcontractors shall follow and remain compliant at all times with the Federal Acquisition Regulation (FAR), Privacy Act of 1974 (5 U.S.C. 552a - the Act).

2. FIPS. The Offeror and all of its respective subcontractors shall follow Federal Information Processing Standards (FIPS), National Institute of Standards and Technology (NIST) standards and guidelines, and other laws, mandates, or executive orders pertaining to the development, operations, and protection of information systems and sensitive information and data.

B. General Requirements

1. Location. The Offeror shall not host any portion of the information, data, information system, infrastructure, or environment in facilities outside the contiguous United States, Alaska, Hawaii, and other U.S. Territories. Information collected, used, stored, maintained, or otherwise processed by the Offeror in the performance of this contract shall not be accessed, transferred, stored or processed outside the contiguous United States, Alaska, Hawaii, and other U.S.

Territories.

The primary locations shall be the primary and backup data centers located within the outside the contiguous United States, Alaska, Hawaii, and other U.S. Territories. In addition, the maintenance and support operations of Offeror’s technology and information must take place, and originate from, within the United States.

2. Authorization to Use, Store, or Share Sensitive Information. The Offeror shall be responsible for properly protecting all information used, gathered, or developed as a result of work under this contract. The Offeror shall also protect all government data, equipment, etc. by treating the information as sensitive. All information about the systems, gathered or created under this contract shall be considered as Controlled but Unclassified (CUI) information. It is anticipated that this information will be gathered, created, and stored within the primary work location. If Offeror personnel must remove any information from the primary work area, they shall protect it to the same extent they would their proprietary data and/or company trade secrets. The use of any information that is subject to the Privacy Act will be utilized in full accordance with all rules of conduct as applicable to Privacy Act Information.

3. Deliverables. The deliverables in this contract will be considered sensitive and shall not be shared with any other organization without prior approval from the OCC CO.

4. Confidentiality. The Offeror agrees to assume responsibility for protecting the confidentiality of government records and data associated with this contract, which are not public information.

Each Offeror or employee of the Offeror to whom information may be made available or disclosed shall be notified in writing by the Offeror that such information may be disclosed only for a purpose and to the extent authorized herein.

5. Non-Disclosure Agreement. Each individual who has access to OCC information under this contract shall execute a Non-Disclosure Agreement before being allowed access to OCC information under this contract.

C. Data Protection

1. Data Encryption. Where encryption is required, as specified by the OCC, the Offeror shall ensure that encryption is established and maintained for data at rest and in transit for the duration of the contract. The encryption employed shall be equivalent to those approved in Federal Information Processing Standards (FIPS) Publication 140.

2. Data Separation. Unless otherwise directed by the OCC, any storage of data shall be contained within the resources allocated by the Offeror to support the OCC and may not be on systems that are shared with other commercial or government clients.

3. Need to Know. Sensitive information, data, and/or equipment will only be disclosed to authorized personnel on a Need-To-Know basis. The Offeror shall ensure that appropriate administrative, technical, and physical safeguards are established to ensure the security and confidentiality of this information, data, and/or equipment is properly protected.

4. Use of PII. The Offeror shall not use any Personally Identifiable Information (PII), E-mail Groups, Lists, or contract information for any purpose other than those activities necessary to the performance of this contract.

D. Incident Response

1. Notification. All Information Security Incidents, including those that potentially or actually cause the compromise of OCC information, must be reported in accordance with the requirements below, even if it is believed the incident may be limited, small, or insignificant. OCC will determine when an incident requires additional focus and attention.

Offeror employees must report all information security incidents to the OCC Cyber Defense Center (CDC) immediately (within 1 hour) after becoming aware of the incident, at:

Computer.Security@occ.treas.gov, (202) 649-7930, regardless of day or time.

Offeror employees must provide any supplementary information or reports related to a previously reported incident directly to the OCC CDC; with the following text in the subject line of the email: “Supplementary Information/Report related to previously reported incident ## [insert number].”

Do NOT include any Sensitive Information in the subject or body of any e-mail. To transmit Sensitive Information, use FIPS 140-2 compliant encryption methods to protect Sensitive Information in attachments to email. Passwords must not be communicated in the same email as the attachment.

When notifying the OCC CDC, copy the Contracting Officer if possible or, if reporting by phone or Contracting Officer’s email is not immediately available, contact the Contracting Officer immediately after reporting the incident to the OCC CDC.

2. System, Tools, and Information Availability. The Offeror shall make available system-related tools and information necessary for the OCC to respond to incidents in a manner consistent with NIST SP 800-61 (current version). In the case of a reported security incident, the Offeror shall provide the OCC with access to the Offeror’s system and/or facilities within 72 hours of the OCC’s request.

E. Information Assurance

1. Offeror Equipment. Use of Offeror-owned laptops or other media storage devices to process or store PII is prohibited under this contract until the Offeror provides, and the contracting officer in coordination with CISO approves, written certification by the Offeror that the following requirements are met:

a. Laptops employ encryption using a NIST Federal Information Processing Standard (FIPS)

140-2 or successor approved product;

b. The Offeror has developed and implemented a process to ensure that security and other applications software are kept current;

c. Mobile computing devices utilize anti-viral software and a host-based firewall mechanism;

d. When no longer needed, all removable media and laptop hard drives shall be processed

(i.e., sanitized, degaussed, or destroyed) in accordance with OCC security requirements.

e. The Offeror shall maintain an accurate inventory of devices used in the performance of this contract;

f. Offeror employee training requirements are covered in FAR 52.224-3.

g. All Sensitive PII obtained under this contract shall be removed from Offeror-owned information technology assets upon termination or expiration of Offeror work. Removal must be accomplished in accordance with NIST SP 800-88, Rev.1 (Guidelines for Media Sanitization), which the contracting officer will provide upon request. Certification of data removal will be performed by the Offeror’s Project Manager and written notification confirming certification will be delivered to the contracting officer within fifteen (15) days of termination/expiration of Offeror work. The Offeror shall limit access to the data covered by this clause to those employees and subcontractors who require the information in order to perform their official duties under this contract.

2. Sensitive PII. The Offeror, Offeror employees, and subcontractors must physically secure Sensitive PII when not in use and/or under the control of an authorized individual, and when in transit to prevent unauthorized access or loss. When Sensitive PII is no longer needed or required to be retained under applicable government records retention policies, it must be destroyed through means that will make the Sensitive PII irretrievable. The Offeror shall only use Sensitive PII obtained under this contract for purposes of the contract and shall not collect or use such information for any other purpose without the prior written approval of the contracting officer. At expiration or termination of this contract, the Offeror shall turn over all Sensitive PII obtained under the contract that is in its possession to the government.

F. Information Ownership

1. Government Access. The government will retain unrestricted rights to government data. The OCC retains ownership of any user created/loaded data and applications hosted on Offeror’s infrastructure, as well as maintains the right to request full copies of these at any time.

2. Removal of OCC Data. The Offeror acknowledges the OCC’s exclusive right of ownership of the information and is required to transfer or return (or delete) all agency data collected, processed, stored or maintained by Offeror on behalf of the OCC upon termination of services, and shall provide written certification and supporting documentation attesting to the return or deletion of agency data collected, processed, maintained, or stored by the Offeror.

3. eDiscovery. The Offeror must ensure data preservation requirements (i.e., halt destruction and maintain data the Offeror may not otherwise have to maintain) related to litigation holds are met. The Offeror shall also ensure that metadata associated with litigation holds are preserved.

Metadata is electronically-stored information that describes the history, tracking, or management of an electronic document. It is created automatically when a user creates, modifies, accesses, or takes other actions with respect to an electronic document.

The Offeror shall provide immediate access to all government data and government-related data impacting government data for review or scan, or conduct of a forensic evaluation, and physical access to any Offeror facility with government data.

C.11 SECURITY AND PRIVACY DELIVERABLES:

Deliverable Frequency Due Date

Non-Disclosure Agreements for each Offeror personnel working in support of this contract Once Prior to OCC information access

Certification of PII data removal from non-OCC equipment Quarterly NLT 15 days after Quarter ends

[End of Section C]

SECTION D: PACKAGING AND MARKING

D.1 PAYMENT OF POSTAGE AND FEES

All postage and fees related to submitting information, including forms, reports, etc., to the Contracting Officer (CO) or the Point of Contact (POC) shall be paid by the Contractor.

D.2 MARKING

All information submitted to the CO or the POC shall be clearly marked to show the following:

1. Name of the Contractor

2. Contract Number

3. Consignee’s name and address

4. Date of Submission

D.3 REPORT COVER SHEET

Each report submitted by the Contractor shall have a cover sheet containing the following information:

1. Title of report

2. Report number or type

3. Period covered by the report

4. Contract number

5. Name and address of the Contractor

6. Name of the COR

7. Date of Submission

[End of Section D]

SECTION E: INSPECTION AND ACCEPTANCE

E.1 Inspection and Acceptance is at the Delivery Order Level.

[End of Section E]

SECTION F: DELIVERIES OR PERFORMANCE

F.1 1052.242.8002 (OCC) PERIOD OF PERFORMANCE (SEP 2012)

The base period of performance of this contract is from 09/01/2019 through 08/31/2020.

If exercised, the first option period/year will extend the contract period of performance from 09/01/2020 through 08/31/2021.

If exercised, the second option period/year will extend the contract period of performance from 09/01/2021 through 08/31/2022.

If exercised, the third option period/year will extend the contract period of performance from 09/01/2022 through 08/31/2023.

If exercised, the fourth option period/year will extend the contract period of performance from 09/01/2023 through 08/31/2024.

(End of Clause)

F.2 DELIVERABLES

Deliverables are specified in the delivery orders.

F.3 BUSINESS HOURS

The OCC core business hours are 8:30 AM to 5:00 PM Eastern Standard Time, Monday through Friday, excluding Federal holidays.

F.4 LEGAL HOLIDAYS

The following legal holidays are observed:

New Year’s Day* January 1 Martin L. King’s Birthday Third Monday in January President’s Day Third Monday in February Memorial Day Last Monday in May Independence Day* July 4 Labor Day First Monday in September Columbus Day Second Monday in October Veteran’s Day November 11 Thanksgiving Day Fourth Thursday in November Christmas Day* December 25

*Holidays that fall on Saturday are observed on Friday and holidays that fall on Sunday are observed on Monday.

F.5 PLACE OF PERFORMANCE

OCC Length of Service and Retirement Mementos/awards will be distributed to the employee’s servicing Human Capital Office in Washington, DC.

[End of Section F]

SECTION G: CONTRACT ADMINISTRATION DATA

G.1 DELIVERY ORDER PROCEDURES

All delivery orders hereunder are subject to the terms and conditions of the IDIQ contract. The delivery order shall control in the event of conflict with the IDIQ contract. The Government is obligated only to the extent of authorized purchases actually made under the IDIQ contract.

G.2 1052.243-8001 (OCC) AUTHORIZED CHANGES ONLY BY THE CONTRACTING OFFICER

(SEP 2016)

(a) Except as specified in paragraph (b) below, no order, statement, or conduct of Government personnel who provide technical direction or in any other manner communicates with contractor personnel during the performance of this contract shall constitute a change under the “Changes” clause of this contract.

(b) The Contractor shall not comply with any order, direction or request of Government personnel unless it is issued in writing and signed by the Contracting Officer (CO), or is pursuant to specific authority otherwise included as a part of this contract.

(c) The CO is the only person authorized to approve changes in any of the requirements of this contract and notwithstanding provisions contained elsewhere in this contract, the said authority remains solely the CO’s. In the event the Contractor effects any change at the direction of any person other than the CO, the change will be considered to have been made without authority and no adjustment will be made in the contract price to cover any increase in charges incurred as a result thereof. The primary CO will be identified via separate letter to the contractor. Any CO with appropriate warrant authority may direct changes through a modification to the contract.

G.3 1052.242-8001 (OCC) POINT OF CONTACT (JUNE 2014)

(a) The Point of Contact (POC) for this award is responsible for inspection and invoice approval, and where required, acceptance of deliverables or services rendered.

(b) The POC does not have authority to take any action, either directly or indirectly, that would change pricing, quantity, place of performance, delivery schedule, or any terms and conditions of this award or to direct the contractor in the accomplishment of effort which goes beyond the scope.

(c) If the contractor believes the POC has changed the scope of this contract, order or blanket purchase agreement, the contractor shall promptly notify the Contracting Officer (CO) verbally or in writing. In the event the contractor effects any change at the direction of any person other than the CO, the change will be considered to have been made without authority and no adjustment will be made in the award price to cover any increase incurred as a result thereof.

(d) The POC for this award is:

Name: TBD Address: Office of the Comptroller of the Currency 400 7th Street SW, Mailstop

Washington, D.C. 20219

Telephone:

E-mail:

G.3 INVOICING PROCEDURES

The contractor will submit invoices through the Invoice Processing Platform (IPP) after deliverables were accepted in accordance with the delivery order.

G.3.1 1052.232-7003 (DTAR) ELECTRONIC SUBMISSION OF PAYMENT REQUESTS (APR 2015)

(a) Definitions. As used in this clause—

(1) “Payment request” means a bill, voucher, invoice, or request for contract financing payment with associated supporting documentation. The payment request must comply with the requirements identified in FAR 32.905(b), “Content of Invoices” and the applicable Payment clause included in this contract.

(b) Except as provided in paragraph (c) of this clause, the Contractor shall submit payment requests electronically using the Invoice Processing Platform (IPP). Information regarding IPP, including IPP Customer Support contact information, is available at www.ipp.gov or any successor site.

(c) The Contractor may submit payment requests using other than IPP only when the Contracting Officer authorizes alternate procedures in writing in accordance with Treasury procedures.

(d) If alternate payment procedures are authorized, the Contractor shall include a copy of the Contracting Officer's written authorization with each payment request.

(End of clause)

G.4 1052.242-8000 (OCC) EVALUATION OF CONTRACTOR PERFORMANCE (DEC 2010)

A. The OCC will evaluate the contractor’s performance after contract award. If this contract has option periods, interim evaluations will be conducted at the end of each option period and then a final evaluation report will be prepared at the completion of the entire contract. If this contract does not have renewal options, an evaluation will be conducted upon completion of the contract.

Notwithstanding the preceding, the Contracting Officer may conduct evaluations more or less frequently, if the Contracting Officer deems appropriate.

B. Evaluations will be conducted using an electronic format as established by Contractor Performance Assessment Reporting System (CPARS), an internet-based database of contractor performance information. The OCC will enter the information, gathered from the evaluation, into the CPARS.

C. If the contractor responds to the evaluation, and the response rebuts any or all of the ratings, the Contracting Officer will attempt to reconcile the areas of disagreement with the contractor. If agreement cannot be reached, the evaluation and response shall be reviewed at a level higher than the Contracting Officer and a final evaluation will be issued by the reviewing official. If the reviewing official finds, either all or in part, against the contractor, the contractor’s response shall become part of the final evaluation. The reviewing official’s final decision shall not be subject to dispute under the terms and conditions of the Disputes clause or subject to resolution in accordance with the terms and conditions of http://www.ipp.gov/ the Alternative Dispute Resolution clause. The reviewing official will provide the contractor with a copy of the final evaluation.

D. Any government agency authorized to access the Past Performance Information Retrieval System (PPIRS) database will be able to view the performance information related to this contract. Any government agency may also receive a copy the contractor’s performance evaluation, and any associated comments, by contacting the OCC. The OCC will also, upon request, provide copies of any and all of the contractor’s evaluations to the contractor.

[End of Section G]

SECTION H: SPECIAL CONTRACT REQUIREMENTS

H.1 MINIMUM AND MAXIMUM REQUIREMENTS

This is an indefinite delivery/indefinite quantity (IDIQ) contract. The contract requires the Government to order and the Contractor to furnish at least a stated minimum quantity of services. In addition, if ordered, the Contractor must furnish any additional quantities, not to exceed the stated maximum.

The following are the guaranteed minimum and estimated maximum quantities under this contract for the entire period of performance. The OCC reserves the right to adjust these limits based on past requirements and future projections:

Guaranteed Minimum Stated Maximum Value Base Period $2,500 $150,000 Option Year 1 $2,500 $100,000 Option Year 2 $2,500 $100,000 Option Year 3 $2,500 $100,000 Option Year 4 $2,500 $50,000

H.2 1052.210–70 (DTAR) CONTRACTOR PUBLICITY (APR 2015)

The Contractor, or any entity or representative acting on behalf of the Contractor, shall not refer to the supplies 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 supplies or services appear in any news release or commercial advertising issued by or on behalf of the Contractor without the required consent, the Government shall consider institution of all remedies available under applicable law, including 31 U.S.C. 333, and this contract. Further, any violation of this clause may be considered as part of the evaluation of past performance.

H.3 1052.245-8003 CONFIDENTIAL OR SENSITIVE INFORMATION (JAN 2014)

(a) Because of the proprietary nature of such information, the contractor understands that work performed by and information released to the contractor is sensitive in nature and shall not be disclosed to anyone other than the Office of the Comptroller of the Currency (OCC) (Government) employees assigned to the contract and other contractor personnel the Government authorizes to receive the information. The contractor agrees to protect all confidential and/or proprietary information received by or provided to the contractor pursuant to this contract from unauthorized disclosure or use for as long as the information remains proprietary or confidential and further agrees that it will not use such information for any purpose other than that relating to the performance of this contract. For purposes of the contract, all information provided to or received by the contractor is deemed confidential and proprietary.

(b) The contractor shall execute and is responsible for having all of its employees, subcontractor employees, and agents working under the contract and/or having access to sensitive information under this contract execute a “Conditional Access to Sensitive but Unclassified Information Non-Disclosure Agreement.”, hereafter referred to as an NDA, provided as Attachment [3] to this contract. This NDA provides that sensitive but unclassified information provided to the contractor or its employees, subcontractors, or agents, shall not, except as permitted in connection with the performance of the contract, be further disclosed or used without the prior written approval of the Government.

(c) Contractor employees processed in the Personnel and Administration Security System (PASS), will complete the NDA electronically.

(d) Contractor employees processed outside of PASS, will complete the attached hard copy NDA and submit to the Contracting Officer (CO).

(e) Executed copies of the NDA are required by each contractor employee, subcontractor employee or agent who will perform work on the contract before they can begin actual performance under the contract.

H.4 1052.245-8009 (OCC) CITIZENSHIP OR RESIDENCY REQUIREMENTS OF CONTRACTOR PERSONNEL

(JUN 2015)

The contractor shall ensure that all employees, agents, and subcontractors having unescorted access to the Office of the Comptroller of the Currency’s facilities or access to information systems, security items, or sensitive but unclassified information are United States Citizens or are lawful Permanent Resident Aliens (green card) with at least three or more years of U.S. residency from the date of legal entry in the U.S. Contractors who require privileged IT access shall be U.S. citizens and shall complete the Privileged User training prior to receiving elevated permissions.

H.5 1052.342-8000 (OCC) CONTRACTOR’S COMMITMENT TO EQUAL OPPORTUNITY IN EMPLOYMENT

AND CONTRACTING (MAR 2019)

Contractor confirms its commitment to equal opportunity in employment and contracting. To implement this commitment, the Contractor shall ensure, to the maximum extent possible consistent with applicable law, the fair inclusion of minorities and women in its workforce. The Contractor shall insert the substance of this clause in all subcontracts under this Contract when the dollar value exceeds $150,000.

Within thirty (30) calendar days of a written request from the OCC’s Office of Minority and Women Inclusion (OMWI), or such longer time as the OMWI determines, and without any additional consideration required from the Agency, the Contractor shall provide documentation, satisfactory to the Agency, of the actions it (and, as applicable, its subcontractors) has undertaken to demonstrate its good-faith efforts to comply with the aforementioned provisions.

For purposes of this contract, “good-faith efforts” may include actions by the contractor intended to identify and, if present, remove barriers to minority and women employment or expansion of employment opportunities for minorities and women within its workforce. Efforts to remove such barriers may include, but are not limited to, recruiting minorities and women, providing job-related training, or engaging in other activities that could lead to those results.

The documentation requested by the OMWI may include, but is not limited to, one or more of the following:

1. A written affirmative action plan or other written program designed to ensure the fair inclusion of minorities and women in the contractor’s workforce, including outreach, recruitment, and training efforts whereby the contractor sets forth specific, results-oriented policies and procedures.

2. A list of subcontract awards under the Contract categorized by dollar, date of award, and the subcontractor’s ownership status, including whether the subcontractor is minority-owned (by race and/or ethnicity) or women-owned.

3. Documentation similar to that described in paragraph 1 with respect to each subcontractor.

4. Any other actions demonstrating the contractor’s or subcontractor’s good-faith efforts to include minorities and women in its workforce.

Consistent with Section 342(c)(3) of the Dodd–Frank Wall Street Reform and Consumer Protection Act (PL 111-203) (Dodd–Frank), a failure to demonstrate to the Director of the OMWI such good-faith efforts to include minorities and women in the Contractor’s workforce (and, as applicable, the workforce of its subcontractors) may result in termination of the Contract for default, referral to the Office of Federal Contract Compliance Programs, or other appropriate action.

For purposes of this clause, the terms “minority,” “minority-owned business” and “women-owned business” shall have the meanings set forth in Section 342(g) of Dodd–Frank.

[End of Section H]

SECTION I: CONTRACT CLAUSES

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

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in 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 address: http://www.acquisition.gov/far/.

FAR Clause Title Date 52.203-3 Gratuities Apr 1984 52.203-12 Limitation on Payments to Influence Certain Federal

Transactions Oct 2010

52.203-17 Contractor Employee Whistleblower Rights and Requirements to Inform Employees of Whistleblower Rights

Apr 2014

52.204-4 Printed or Copied Double-Sided on Postconsumer Fiber Content Paper

May 2011

52.212-4 Contract Terms and Conditions – Commercial Items OCT 2018 52.215-8 Order of Precedence – Uniform Contract Format Oct 1997 52.227-1 Authorization and Consent Dec 2007 52.232-39 Unenforceability of Unauthorized Obligations Jun 2013 52.232-40 Providing Accelerated Payments to Small Business

Subcontractors Dec 2013

52.233-4 Applicable Law for Breach of Contract Claim Oct 2004 52.242-13 Bankruptcy Jul 1995 52.242-15 Stop-Work Order Aug 1989

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

COMMERCIAL ITEMS (MAY 2019)

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

(1) 52.203-19, Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements (Jan 2017) (section 743 of Division E, Title VII, of the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. L. 113-235) and its successor provisions in subsequent appropriations acts (and as extended in continuing resolutions)).

(2) 52.204-23, Prohibition on Contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab and Other Covered Entities (Jul 2018) (Section 1634 of Pub. L. 115-91).

(3) 52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (Nov 2015).

(4) 52.233-3, Protest After Award (Aug 1996) (31 U.S.C. 3553).

(5) 52.233-4, Applicable Law for Breach of Contract Claim (Oct 2004) (Public Laws 108-77 and 108-78 (19 U.S.C. 3805 note)).

http://www.acquisition.gov/far/ https://acquisition.gov/content/part-52-solicitation-provisions-and-contract-clauses#i52_203-19 https://acquisition.gov/content/part-52-solicitation-provisions-and-contract-clauses#id189A70O0P1N https://acquisition.gov/content/part-52-solicitation-provisions-and-contract-clauses#i1062680 https://acquisition.gov/content/part-52-solicitation-provisions-and-contract-clauses#i1048661 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://acquisition.gov/content/part-52-solicitation-provisions-and-contract-clauses#i1048698 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial items:

[Contracting Officer check as appropriate.]

_X__(1) 52.203-6, Restrictions on Subcontractor Sales to the Government (Sept 2006), with Alternate I (Oct 1995) (41 U.S.C. 4704 and 10 U.S.C. 2402).

___(2) 52.203-13, Contractor Code of Business Ethics and Conduct (Oct 2015) (41 U.S.C. 3509)).

____(3) 52.203-15, Whistleblower Protections under the American Recovery and Reinvestment Act of 2009 (June 2010) (Section 1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Reinvestment Act of 2009.)

__X_(4) 52.204-10, Reporting Executive Compensation and First-Tier Subcontract Awards (Oct 2018) (Pub. L. 109-282) (31 U.S.C. 6101 note).

____(5) [Reserved].

____(6) 52.204-14, Service Contract Reporting Requirements (Oct 2016) (Pub. L. 111-117, section 743 of Div. C).

____(7) 52.204-15, Service Contract Reporting Requirements for Indefinite-Delivery Contracts (Oct 2016) (Pub. L. 111-117, section 743 of Div. C).

_X__(8) 52.209-6, Protecting the Government’s Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment. (Oct 2015) (31 U.S.C. 6101 note).

__X__(9) 52.209-9, Updates of Publicly Available Information Regarding Responsibility Matters (Oct 2018) (41 U.S.C. 2313).

____(10) [Reserved].

____(11) (i) 52.219-3, Notice of HUBZone Set-Aside or Sole-Source Award (Nov 2011) (15 U.S.C.657a).

____(ii) Alternate I (Nov 2011) of 52.219-3.

____(12) (i) 52.219-4, Notice of Price Evaluation Preference for HUBZone Small Business Concerns (Oct 2014) (if the offeror elects to waive the preference, it shall so indicate in its offer) (15 U.S.C. 657a).

____(ii) Alternate I (Jan 2011) of 52.219-4.

____(13) [Reserved]

____(14) (i) 52.219-6, Notice of Total Small Business Set-Aside (Nov 2011) (15 U.S.C.644).

____(ii) Alternate I (Nov 2011).

____(iii) Alternate II (Nov 2011).

____(15) (i) 52.219-7, Notice of Partial Small Business Set-Aside (June 2003) (15 U.S.C. 644).

____(ii) Alternate I (Oct 1995) of 52.219-7.

____(iii) Alternate II (Mar 2004) of 52.219-7.

_X___(16) 52.219-8, Utilization of Small Business Concerns (Oct 2018) (15 U.S.C. 637(d)(2) and (3)).

_X___(17) (i) 52.219-9, Small Business Subcontracting Plan (Aug 2018) (15 U.S.C. 637(d)(4))

_____(ii) Alternate I (Jan 2017) of 52.219-9.

_____(iii) Alternate II (Nov 2016) of 52.219-9.

____(iv) Alternate III (Nov 2016) of 52.219-9.

_____(v) Alternate IV (Aug 2018) of 52.219-9 _____(18) 52.219-13, Notice of Set-Aside of Orders (Nov 2011) (15 U.S.C. 644(r)).

_____(19) 52.219-14, Limitations on Subcontracting (Jan 2017) (15 U.S.C.637(a)(14)).

__X___(20) 52.219-16, Liquidated Damages-Subcontracting Plan (Jan 1999) (15 U.S.C. 637(d)(4)(F)(i)).

_____(21) 52.219-27, Notice of Service-Disabled Veteran-Owned Small Business Set-Aside (Nov 2011) (15 U.S.C. 657f).

__X___(22) 52.219-28, Post Award Small Business Program Rerepresentation (Jul 2013) (15 U.S.C. 632(a)(2)).

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