2032H324N00006_PWS_Credit Modeling_20240411.pdf

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Performance Work Statement (PWS)

Title: Credit Modeling Support Services

1. BACKGROUND

The Office of the Deputy Chief Financial Officer (DCFO) is responsible for several aspects of financial management, including preparing the accounting records of select reporting components, assessing internal controls, and performing agency-wide financial reporting and accounting policy development within the U.S. Department of the Treasury (the “Department” or “Treasury”). Within the DCFO, Credit Modeling and Analysis (CMA) provides credit subsidy modeling services and other financial analytics to both the Department as well as agencies external to the Treasury.

2. SCOPE

This PWS is intended to provide modeling and analysis for federal credit programs supported by CMA. The Contractor will support the creation, maintenance, and enhancement of re-estimate and/or formulation subsidy models, model documentation, analytical tools, and reporting for the purposes of financial statement disclosure and/or the President’s Budget.

The contractor is tasked to be available in an ad hoc role, primarily for existing Treasury credit programs subject to the Federal Credit Reform Act (FCRA). Orders will be placed against this BPA which will detail the number of personnel required and the period of time for which the support will be needed.

3. TASKS

As described below, the contractor personnel must be able to provide the following support:

a) Design, development assistance, and maintain FCRA compliant subsidy cost estimate (formulation) and re-estimate models for loan programs under the requirements of the Act in accordance with the Office of Management and Budget (OMB) and related accounting standards guidance.

b) Plan, design, and conduct comprehensive statistically based studies of significant scope and complexity of FCRA compliant direct loan, loan guarantee programs and apply industry best practices for financial modeling.

c) Develop processes within the models to deal with data inaccuracies, incomplete data fields or other data quality issues or considerations that may arise;

d) Understand sources of data required for FCRA compliant modeled programs and conduct analysis of data to assess applicability and reliability and, if necessary, identify additional data requirements for management review for agency reporting as required by Agency management.

e) Perform re-estimate related tasks such as computing financing accounting interest calculations, single effective rates, interest rate re-estimates.

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f) Support and develop responses to Independent Verification and Validation.

Contractors, audit findings, independent evaluations, presentations to OMB, and other external stakeholders, as necessary;

g) Coordinate with appropriate program or investment offices, accounting offices, and others as necessary to ensure program structure and data used to develop FCRA compliant models and related analyses are appropriate and as complete and reliable as possible.

h) Design and develop analytical tools and reporting capabilities that support portfolio risk analysis.

4. DELIVERABLES/REPORTS/PERFORMANCE REQUIREMENTS SUMMARY

4.1 Quality Control

The contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this PWS. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of adverse performance.

4.1.2 Quality Assurance

The Government will perform quarterly periodic inspections and retains the right to perform unscheduled inspections, as required. The Government will surveil and evaluate the contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan (QASP). This plan is primarily focused on what the Government must do to ensure that the contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable performance measures and will be complimentary to Para 4.2 Performance Requirements Summary and Para 4.3.1 Deliverable Schedule.

In addition to the services described in PWS Para 3, the contractor shall also provide the following contract deliverable reports, as follows:

4.1.3 Quarterly Status Report

The Contractor shall submit a Quarterly Status Report covering work planned and accomplished during each quarter of the performance period. Such reports shall be designed as an element in an integrated, comprehensive system of planning, control, reporting, and management of information.

The initial report shall be delivered within thirty (30) business days of completion of the first full three (3) months of performance and subsequent reports shall be delivered prior to the end of the succeeding calendar month following the quarter.

The reports shall contain the following elements:

1. A cover page containing:

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a. Contract Number and title;

b. Sequence number and period of performance covered;

c. Contractor's name;

d. Date of preparation; and

e. “Prepared for the Department of Treasury”

2. Hours and dollars spent by labor category, including cumulative totals of each, and forecast of future costs through the end of the contract period.

3. A summary of the quarterly activities by CLIN. This Section may include any performance issues and resolution, as well as any noted praise-worthy accomplishments.

4.1.4 Quality Control Plan

The contractor’s Quality Control Plan (QCP) shall be delivered to the government within 30 business days after contract award, and within five business days when changes are made thereafter to both the Contracting Officer and Contracting Officer Representative.

The Contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The Contractor’s quality control program is the means by which it assures itself that the work performed under the task order complies with the requirement of the contract. At a minimum, the Contractor shall develop written quality control procedures that address the areas identified in the “Performance Requirements Summary” set forth herein.

The government team will review the QCP and coordinate any necessary changes to the document with the contractor within a two-week timeframe.

Treasury will have unlimited rights to contract deliverables as defined in Federal Acquisition Regulation (FAR) 52.227-14. The Contractor shall not mark any portion of a deliverable as having “limited rights,” “limited rights data,” or “restricted rights” as defined in FAR 52.227-14 without the written approval of the COR or Contracting Officer (CO), prior to Contractor performance. This is the rights of the Government to use, disclose, reproduce, prepare derivative works, distribute copies to the public, and perform publicly and display publicly, in any manner and for any purpose, and to have or permit others to do so.

The contractor service requirements are summarized into performance objectives that relate directly to mission essential items. The Table below briefly describes the minimum acceptable levels of service required for each requirement. Service levels shall be established as part of the contract for monitoring and evaluation purposes.

These thresholds are critical to mission success.

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4.2 PERFORMANCE REQUIREMENTS SUMMARY

Performance Objective

Standard Performance

Acceptable Quality Levels

Government Surveillance

Performance Assessment

Prepare Written Deliverables and Responses

Written deliverables in final format submitted for approval shall be accurate, clear and complete and shall be free of errors.

Documents shall demonstrate expertise by citing any relevant references and be well structured.

95% of Contractor drafts will be suitable upon review without alteration or correction.

100% review of written deliverables.

Minor exceptions will be noted and discussed with Program Manager.

Major exceptions will be rejected.

Performance will be documented in the Contractor Performance Assessment Reporting System

(CPARS).

Provide Advice/Oral Presentations

Advice/Oral deliverables shall be prepared and delivered clearly, timely and citing any relevant references;

demonstrating expertise in subject matter presented.

95% of Contractor advice/oral presentations are acceptable and appropriate upon review without alteration or correction.

100% review of oral deliverables.

Minor exceptions will be noted and discussed with Program Manager.

Major exceptions will be rejected.

Performance will be documented in the Contractor Performance Assessment Reporting System

(CPARS).

Coordinate and Host Meetings

Meetings shall be prepared and coordinated with appropriate lead time with a clear agenda.

95% of meetings start timely without any problems. Any meeting hosted with over 1 day's lead time will have agenda prepared.

Random monitoring by Program Manager and/or COR.

Performance will be documented in the Contractor Performance Assessment Reporting System

(CPARS).

Storage and Maintenance of Documentation

Written documentation shall be stored in designated locations.

Program Office will be able to access documentation as necessary.

Random monitoring by Program Manager and/or COR.

Performance will be documented in the Contractor Performance Assessment Reporting System

(CPARS).

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These performance objectives will apply to all awarded task/call orders unless specified otherwise by the Government.

4.3 DELIVERABLES

All deliverables and reports will be reviewed to ensure Contractor accuracy, functionality, completeness, professional quality and overall compliance with BPA and or task/call order requirements. The Government will evaluate contractor performance and deliverables against the critical performance objectives provided in the Performance Requirements Summary (see above) to determine if the services rendered are acceptable for payment. Payment shall be made after Treasury’s acceptance of the services and receipt of an acceptable invoice. The Government will consider errors, misleading statements, incomplete documentation, baseless conclusions, technical inaccuracies, and irrelevant information as deficiencies and the Contractor shall make corrections at no additional cost. All deliverables must withstand audit scrutiny and formatted using Microsoft Word, Microsoft Excel, Microsoft Visio and/or PowerPoint and shall be submitted electronically, unless otherwise specified by the COR. The contractor personnel shall follow the criteria identified below when producing deliverables:

• Accuracy - Work deliverables shall be accurate in presentation, technical content, and adherence to Federal accounting standards, GAAP, and OMB requirements. Deliverables must be numerically and grammatically correct.

• Clarity - Work deliverables shall be clear and concise, with use of standard technical terms and report formats (unless Treasury terms and formats are preferred). All tables and diagrams shall be readable, understandable, and relevant to the supporting narrative. Workpaper support documentation must be clear and concise for management and auditors to follow and review.

• Compliance with Contractual Requirements - All work deliverables shall satisfy the requirements of the BPA.

• Timeliness - Work products shall be submitted on or before the deliverable due dates as established in the contract / task order. The COR shall be notified immediately, in writing, of any expected delays in delivering products or services with an explanation and reason for the delay.

Maintenance of Data and Databases

Data will be stored in designated files.

Problems accessing data or databases will be immediately addressed.

Databases will be available 95% of working days without error. All data access fails will be corrected either by fixing or restoring via backup files within 48 hrs of identification.

Random monitoring by Program Manager and/or COR.

Performance will be documented in the Contractor Performance Assessment Reporting System

(CPARS).

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4.3.1 Deliverables Schedule

Deliverable PWS Reference

Delivery Date

Monthly Status Report The Contractor shall report each month, current with submission of its invoice, the status for all task/call orders as of the end of the previous month:

• Hours and dollars spent, including cumulative totals of each and a forecast of future costs through the next month and total cost at completion;

• Current contractor personnel engaged, including management of contractor and subcontractor on-boarding and exiting processes based on Treasury procedures, including any required background investigations;

and:

• Subcontracts, including socioeconomic category of subcontractor and dollar value;

• Any contract issues; and

• Monthly transactions and accomplishments.

All Monthly

Status of Mitigation Plan In accordance with 31 C.F.R. Part 31, the Contractor shall provide documentation related to conflicts of interest throughout the term of the contract.

All As needed

Future Deliverables All other future deliverables will be in accordance with the scope of work discussed above and will be identified in any resulting task/call orders issued against the BPA.

All As needed

Quality Control Plan The Contractor shall develop and maintain an effective quality assurance control program, including but not limited to a written Quality Control Plan (QCP), to ensure services are performed in accordance with this PWS.8

All Monthly

Briefings, Point Papers, Staff Packages, Reports, Correspondence, Multimedia All As required

The Government will identify any unique deliverable requirements in each individual task/call order.

The Contractor shall identify and comply with all applicable federal, state, and local statutes as well as installation or facility safety and security policies, instructions, and regulations. Task/call orders will specify any other unique applicable documents.

5. CONTRACTOR PERSONNEL

Contractor personnel providing these services must have a minimum of (2) two years of relevant experience. Contractor personnel must possess an undergraduate or master’s degree in a related field (mathematics, statistics, etc.); a Certified Financial Analyst charter is preferred but it is not required. Contractor personnel should have extensive prior experience designing, developing, and maintaining FCRA compliant subsidy cost estimate (formulation) and re-estimate models for loan programs in accordance with OMB and related accounting standards guidance. Contractor personnel should have

2032H324N00006 Page 7 of 18 experience in completing adequate documentation that clearly and concisely supports the basis for all credit modeling performed.

Contractor personnel also should have an extensive understanding of FCRA, OMB Circular A-11, OMB Circular A-129, and Federal Accounting Standards Advisory Board Technical Release 6. Contractor personnel must possess strong oral and written communications skills, and be proficient in using Microsoft Excel, Visual Basic Applications and SAS to develop and maintain FCRA compliant formulation and re-estimate models.

Contractor personnel must be U.S. Citizens, and must be able to proficiently read, write, speak, and understand the English language. Contractor personnel will be required to provide “Personally Identifiable Information” such as full name, social security number, citizenship, telephone number, street address, and email address to initiate background checks.

Substitution of contractor personnel shall be coordinated with the Contracting Officer Representative 30 days in advance with exception of unforeseen circumstances outside the contractor's control.

6. SECURITY REQUIREMENTS

As required by the Federal Information Security Management Act of 2014 (FISMA) and OMB guidance, the contractor personnel must complete both Cyber Security Training and Privacy Awareness Training within five (5) business days of commencing work and annually thereafter, pursuant to this Blanket Purchase Agreement (BPA). In addition, contractor personnel will be subject to background checks. Each contractor staff that must access Treasury locations shall be required to pass a basic background check and will be required to submit their full name, social security number, date of birth and citizenship status (this information is required when completing a visitation application for Main Treasury) to the Contracting Officer’s Representative (COR) by email. For contractors with access to Treasury’s Local Area Network (LAN) or other information technology (IT) equipment needed in order to meet the requirements of this PWS, the Contractor shall provide their security agreements as identified in the Department of Treasury Directive 85-01, to the COR (DLV: Security agreement).

6.1 Personal Identity Verification (PIV) Data Synchronization (PDS)

Contractors that will require unescorted access to Treasury locations or will have access to Treasury’s LAN or email must have their information entered into the Department of Treasury’s PDS. The contractor must provide Personally Identifiable Information (PII) to include at a minimum contractor staff full name, birth date, social security number, contact information, and address to the COR before LAN Access or computer equipment will be assigned to those contractor staff providing on-site support or receiving any Government furnished equipment. The contractor is authorized to submit personally identifiable information to the COR by email by attaching an encrypted Excel or Word document. PIV cards granted to the contractor must be submitted back to the COR prior to exiting the project.

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6.2 Contractor Security and Privacy Training

Contractor staff that has been given LAN access or IT equipment must take Cyber Security Training and Privacy Training within five (5) business days of beginning support on Treasury projects and once a year on a recurring basis. Each training session is one hour in length and will be provided through a self-paced on-line and off-line resource. Contractor staff shall be notified of the required training through global emails sent from the Treasury Helpdesk. LAN accounts and IT equipment will not be issued until the training has been completed.

6.3 Security Categorization

6.3.1 TIER 2/Moderate Risk Public Trust Contracts

The clauses listed below apply to the Prime Contractor and any of its subcontractors employed during this contract. The clauses below also apply to tasks, work requests or other identified method of requesting work be performed that flow from this document.

No Contractor personnel may perform any work under this Contract until the Government grants specific permission to do so, regardless of existing clearance or investigation.

This Contract is categorized as unclassified at the Moderate (Tier 2/MBI) Level. This Contract does have the requirements to issue Task Orders (work/other identified method of requesting work). This Contract does not have Tasks that require different levels of investigations.

Contractors are required to comply with the Treasury Directive P 15-71, Treasury Security Manual in the handling, protection, and safeguarding of government information in their possession. The TD P 15-71 will be followed as it specifies Treasury-specific personnel, physical, industrial and information security policy, processes and requirements that apply to this contract.

6.3.2 General Security

Department of Treasury, otherwise known as the Department, retains the right to request removal of Contractor personnel, regardless of prior clearance or adjudication status, whose actions, while assigned to this contract, clearly conflict with the interest of the Government. Lack of the ability to obtain or maintain the required investigation level is included in the reasons the Department may remove a contractor employee. The reason for removal shall be documented in writing by the Contracting Officer.

Additionally, the Contractor must notify the OSP of all terminations/resignations within 24 hours of occurrence. When and if such removal occurs, the Contractor is responsible for assigning qualified replacement personnel in a timely manner or ensuring that performance of the contract is not adversely affected. The Contractor shall return all Departmentally issued identification cards, building passes, keys, and any other government issued material of those terminated employees to the COR. If government issued material is not available to be returned, a report must be submitted to the COR referencing the number, name of individual to whom it was issued, the last known

2032H324N00006 Page 9 of 18 location, and disposition of the items. Failure to return government materials may result in remedial actions against the contractor. Contractor personnel shall visibly wear Departmentally issued identification badges when working in Government facilities. If any current or prospective employee is found to be ineligible for access to Government facilities or information by the Department, the COR will notify the contractor that the employee shall not continue to work or to be assigned to work under the contract. The Department may require drug screening for probable cause at any time. The contractor must also ensure that, prior to the end of the contract, all Departmental information, systems and equipment is returned to the appropriate Department personnel. All contractors must be vetted and approved by OSP prior to beginning work on any portion of this contract.

Any employee assigned to support the Department shall comply with Personal Identity Verification One and Two (PIV-1, PIV-2) requirements as described in Homeland Security Presidential Directive 12 (HSPD-12), “Policy for a Common Identification Standard for Federal Employees and Contractors,” and “Federal Information Processing Standard 201, Personal Identity Verification Standards for Federal Employees and Contractors,” dated August 2013. T2/Moderate Risk contract employees must be a U.S.

Citizen or Lawful Permanent Resident Alien with at least three or more years of U.S.

residency from the legal entry date in the U.S. Contractor personnel will have access to Department facilities, information and equipment limited to that which is needed to perform contract scope.

The Contractor shall provide the CO the name of all entities to be used as subcontractors for each type of work to be performed prior to performing any work under this contract in accordance with the FAR Subpart 44.2. The Government reserves the right to accept or reject any subcontractors proposed. Contractors should not serve as the escort for their subcontractors or for any other contractor; escorts used should be Departmental Federal employees.

The Contractor is responsible for obtaining the approval of the CO prior to release of any information received or generated under the contract per 48 CFR 252.204-7000.

The CO should complete this item as required by internal agency directives to direct the prime contractor to the appropriate office that has public release authority. Prime contractors should serve as focal point for their subcontractors’ public release requests and refer them to the CO. SBU (also known as Controlled Unclassified Information (CUI)) must be protected in accordance with EO 13556, 32 CFR 2002 (full implementation expected to be reached in November 2018), and Treasury Security Manual (TD P 15-71). For Official Use Only must be protected in accordance with the providing Agency’s directives. Data contained within all Department computer systems are governed by Agency Security Regulations as well as the Federal Privacy Act of 1974. Contractor personnel assigned to this project will be held accountable for adherence to these regulations. If the security classification or security requirements are changed by the Government subsequent to the date of this Contract, and if the changes cause an increase or decrease in security costs or otherwise affects any other term or condition of this Contract, any resulting financial burden will be the sole responsibility of the Contractor.

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Contractors and their subcontractors must perform all initial, annual, contemporaneous, specialized and termination training required per Department guidance and TD P 15-71 as appropriate for their position. This is in addition to any training their company requires them to have.

Per the TD P 15-71, the Contractor shall report to the COR within 24 hours any adverse information coming to its attention concerning employees working under this contract, to include loss or suspension of favorable adjudication, or security issues involving the scope being completed for the contract. Reports based on rumor or innuendo should not be made. The subsequent termination of an employee does not obviate the requirement of the contractor to submit this report. The report shall include each employee’s name, social security number, and the adverse information. The Contractor shall also report within 24 hours any event the Contractor becomes aware of that would be deemed a potential security incident, violation or any compromise involving Treasury systems, material, or data or systems with Treasury material or data on them. The Contractor shall comply with all Federal laws and regulations regarding computer security, information security and privacy.

While the Contractor’s personnel are at the government facility, the Contractor is responsible for compliance with all laws, rules, and regulations governing conduct with respect to security – not only as they relate to its employees and agents, but also to other personnel who are government employees or agents of the government and to property at the site regardless of ownership. While on government premises and in possession of government property, the Contractor is responsible for such property and any damages or compromise thereto by Contractor’s employees. The Contractor and its employees shall exercise the utmost discretion in regard to all matters relating to their duties and functions, and in the safeguarding of pre-decisional or sensitive information (privacy, etc.) from inadvertent release. At the completion of the contract vehicle, the Contractor shall send a written notice from the authorized principle of the company attesting that all file records pertaining to this contract in possession of the Contractor was destroyed.

The contractor will avoid any improprieties located in FAR Part 3 and 52.203-16 regarding gratuities, kickbacks, conflicts of interest and other ethics issues.

Work on this contract may require personnel to have access to private information covered by the Privacy Act, Title 5 of the U.S. Code, Section 552a (in addition to other types of non-public information). All Contractor personnel shall adhere to the requirements of the Privacy Act as well as any applicable Department or Federal rule/regulation regarding private information or other types of non-public information.

As a condition for access for Government‐Owned Systems and data, all Contractor personnel must pass background investigations in accordance with OMB Circular A‐130 which requires screening of all individuals involved with sensitive applications or data in Federal automated information systems.

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Contractor will abide by requirements set forth in the applicable guidance for the protection of unclassified information. If Contractor fails to follow requirements above, this may result in revocation of favorable public trust adjudication for offending employees and potential negative actions against the contract vehicle itself.

Per FAR 52.222-54, the contractor is required to comply with enrollment and verification requirements for all contractors except those previously verified by acceptable means.

The contractor agrees and understands that the latest version (if superseded) of the U.S.C., CFRs, Executive Orders, Treasury policies and all other government issued documents that are referenced above will be followed.

7. CONFLICTS OF INTEREST

Per 48 CFR 9.5, A contractor that provides accounting services and assists the government in the preparation of financial statements shall not assist the Office of the Inspector General and its contractors with the review and oversight of Treasury financial statements. In addition, the Contractor shall certify that all organizational and personal conflicts of interest remain adequately mitigated. The Contractor shall abide by its Conflicts of Interest Mitigation Plan.

The Contractor shall notify the Contracting Officer immediately whenever it becomes aware that such access or participation may result in any actual or potential OCI and shall promptly submit a plan to the Contracting Officer to avoid or mitigate any such OCI. The Contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the Contracting Officer and in the event the Contracting Officer unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the Contracting Officer may affect other remedies as he or she deems necessary, including prohibiting the Contractor from participation in subsequent contracted requirements which may be affected by the OCI.

8. PLACES OF PERFORMANCE

The Contractor shall perform tasks under this BPA on-site at the contractor’s facility, remote location or at the Department of the Treasury, 1750 Pennsylvania Ave 10th Floor, Washington, D.C. In the event of an offsite location due to exercise drills or emergency operations, the Contractor shall be informed prior to relocation at no cost to the Government. When contractor personnel are remote, they are expected to perform work at their remote location for the entire tour of duty in accordance with the BPA hours of operation.

9. DUTY HOURS

The Contractor shall be available eight hours per day, Monday through Friday during the core business hours of 8 a.m. to 5 p.m., EST/EDT. Services are not expected to normally occur on federal holidays, or weekends unless authorized in advance by the Contracting Officer. Circumstances may also require the Contractor to provide services outside normal duty hours. The Contractor may be required to assist in emergency support services after the normal hours of operation, which may include weekends and

2032H324N00006 Page 12 of 18 holiday within the limitation of available funding awarded and at rates stated in accordance with individual task/call orders. The Contractor may be given advanced notification by the COR, Office Supervisor, or Contractor may provide an advance request for COR approval.

9.1 RECOGNIZED HOLIDAYS

The Contractor is not required to perform services on the following holidays; however, the Government reserves the right to require performance on any day of the year at no additional cost if the circumstances require:

Eleven Federal holidays are set by law (USC Title 5 Section 6103). Under current definitions, four are set by date:

New Year's Day January 1 Juneteenth National Independence Day June 18 Independence Day July 4 Veterans Day November 11 Christmas Day December 25

The following six Federal holidays are set by a day of the week and month:

Martin Luther King's Birthday Third Monday in January Washington's Birthday Third Monday in February Memorial Day Last Monday in May Labor Day First Monday in September Columbus Day Second Monday in October Thanksgiving Fourth Thursday in November

In addition, the government may close the due Presidential other executive closures at their discretion. The Contracting Officer Representative (COR) will coordinate such closures with the Contracting Officer, and notification will be communicated to the contractor. Such closures may involve local or national emergencies, administrative closings, or similar government directed facility closings.

10. GOVERNMENT FURNISHED INFORMATION (GFI)/EQUIPMENT (GFE)

No government-furnished information (GFI) will be released to the contractors. The government will provide the contractor a workstation on site if determined necessary at 1750 Pennsylvania Ave Washington DC. Also, provided will be limited to desks, chairs, LAN access and data (if determined necessary). Copying facilities will be available for the contractor to use (on-site, if applicable). The contractor shall provide all other equipment and office supplies.

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11. TRAVEL REQUIREMENTS

The government may require the contractor to conduct local travel supporting meetings within the DC/VA/MD area. Such travel is considered local and will not be separately reimbursed under the BPA or awarded task/call orders.

12. PERIOD OF PERFORMANCE

The anticipated Period of Performance shall be a 12-month base period and four option period years after date of award.

Base Year: January 1, 2025 through December 31, 2025 Option Year 1: January 1, 2026 through December 31, 2026 Option Year 2: January 1, 2027 through December 31, 2027 Option Year 3: January 1, 2028 through December 31, 2028 Option Year 4: January 1, 2029 through December 31, 2029

13. PRIVACY

The provisions of the Privacy Act of 1974 protect task information. All contractor personnel assigned to this task shall take the proper precautions to protect the information from disclosure.

16. 508 CLAUSES

IR1052.239-9000 Section 508 Information, Documentation and Support (DEC 2019)

In accordance with 36 CFR, Appendix C to Part 1194, the information and communication technology (ICT) (ICT) products and product support services documentation furnished in performance of this contract shall be provided at no additional cost. The contractor shall provide information, documentation, and support relative to the supplies and services as described in the statement of work, performance work statement or statement of objectives (select one). The following technical standards and provisions have been determined to be applicable to this contract:

_X__ Chapter 6: Support Documentation and Services

_X__ 601 General

_X__ 601.1

_X__ 602 Support Documentation

_X__ 602.1 _X__ 602.2 _X__ 602.3 _X__ 602.4

_X__ 603 Support Services

_X__ 603.1 _X__ 603.2 _X__ 603.3 https://www.access-board.gov/ict/ https://www.access-board.gov/ict/ https://www.section508.gov/buy/inventory-your-ict/

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(End of clause)

IR1052.239.9002 Section 508 Services (JUN 2022) All contracts, solicitations, purchase orders, delivery orders and interagency agreements that contain a requirement of services which will result in the delivery of a new or updated information and communication technology(ICT) item/product must conform to the applicable provisions of the appropriate technical standards in 36 CFR, Appendix C to Part 1194, and functional performance criteria in 36 CFR Chapter 3, unless an agency exception to this requirement exists at FAR 39.204 Exceptions.

The following technical standards and provisions have been determined to be applicable to this contract:

___ Chapter 4: Hardware

___ 401 General

___ 401.1

___ 402 Closed Functionality

___ 402.1 ___ 402.2(1-6) ___ 402.3 ___ 402.4 ___ 402.5

___ 403 Biometrics

___ 403.1

___ 404 Preservation of Information Provided for Accessibility

___ 404.1

___ 405 Privacy

___ 405.1

___ 406 Standard Connections

___ 406.1

___ 407 Operable Parts

___ 407.1 ___ 407.2 ___ 407.3 ___ 407.4 ___ 407.5 ___ 407.6 ___ 407.7 ___ 407.8

___ 408 Display Screens

___ 408.1 ___ 408.2 ___ 408.3

___ 409 Status Indictors

___ 409.1 https://acquisition.gov/far/part-39#far_subpart_39_2

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___ 410 Color Coding

___ 410.1

___ 411 Audible Signals

___ 411.1

___ 412 ICT with Two-Way Communication

___ 412.1 ___ 412.2 ___ 412.3 ___ 412.4 ___ 412.5 ___ 412.6 ___ 412.7 ___ 412.8

___ 413 Closed Caption Processing Technologies

___ 413.1

___ 414 Audio Description Processing Technologies

___ 414.1

___ 415 User Controls for Captions and Audio Descriptions

___ 415.1

_X__ Chapter 5: Software

_X__ 501 General

_X__ 501.1

_X__ 502 Interoperability with Assistive Technology

_X__ 502.1 _X__ 502.2 _X__ 502.3 _X__ 502.4(A-G)

_X__ 503 Applications

_X__ 503.1 _X__ 503.2 _X__ 503.3 _X__ 503.4

_X__ 504 Authoring Tools

_X__ 504.1 _X__ 504.2 _X__ 504.3 _X__ 504.4

_X__ Chapter 7: Referenced Standards

_X__ 701 General

_X__ 701.1

_X__ 702 Incorporation by Reference

_X__ 702.1 ___ 702.2 _X__ 702.3 _X__ 702.4 ___ 702.5 ___ 702.6 ___

702.7 ___ 702.8 ___ 702.9 _X__ 702.10

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The standards do not require the installation of specific accessibility-related software or the attachment of an assistive technology device, but merely require that the ICT be compatible with such software and devices so that it can be made accessible if so required by the agency in the future.

The following functional performance criteria (36 CFR Chapter 3) apply to this contract.

_X__ Chapter 3: Functional Performance Criteria

_X__ 301 General

_X__ 301.1

_X__ 302 Functional Performance Criteria

_X__ 302.1 _X__ 302.2 _X__ 302.3 _X__ 302.4 _X__ 302.5 _X__ 302.6 _X__ 302.7 _X__ 302.8 _X__ 302.9

(End of clause)

IR1052.239-9003 Section 508 Accessibility of Information and Communication Technology (100% Compliance) (DEC 2019)

Each information and communication technology (ICT) product or service furnished under this contract shall comply with the Information and Communication Technology Accessibility Standards (36 CFR, Appendix C to Part 1194). If the Contracting Officer determines any furnished products or services are not in compliance with the contract, the Contracting Officer will apply the remedies described under FAR 52.246-2, Inspection of Supplies – Fixed Price or FAR 52.246-4, Inspection of Services – Fixed Price.

The following technical standards and provisions have been determined to be applicable to this contract:

___ Chapter 4: Hardware

___ 401 General

___ 401.1

___ 402 Closed Functionality

___ 402.1 ___ 402.2(1-6) ___ 402.3 ___ 402.4 ___ 402.5

___ 403 Biometrics

___ 403.1

___ 404 Preservation of Information Provided for Accessibility

___ 404.1

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___ 405 Privacy

___ 405.1

___ 406 Standard Connections

___ 406.1

___ 407 Operable Parts

___ 407.1 ___ 407.2 ___ 407.3 ___ 407.4 ___ 407.5 ___ 407.6 ___ 407.7 ___ 407.8

___ 408 Display Screens

___ 408.1 ___ 408.2 ___ 408.3

___ 409 Status Indictors

___ 409.1

___ 410 Color Coding

___ 410.1

___ 411 Audible Signals

___ 411.1

___ 412 ICT with Two-Way Communication

___ 412.1 ___ 412.2 ___ 412.3 ___ 412.4 ___ 412.5 ___ 412.6 ___ 412.7 ___ 412.8

___ 413 Closed Caption Processing Technologies

___ 413.1

___ 414 Audio Description Processing Technologies

___ 414.1

___ 415 User Controls for Captions and Audio Descriptions

___ 415.1

_X__ Chapter 5: Software

_X__ 501 General

_X__ 501.1

_X__ 502 Interoperability with Assistive Technology

_X__ 502.1 _X__ 502.2 _X__ 502.3 _X__ 502.4(A-G)

_X__ 503 Applications

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_X__ 503.1 _X__ 503.2 _X__ 503.3 _X__ 503.4

_X__ 504 Authoring Tools

_X__ 504.1 _X__ 504.2 _X__ 504.3 _X__ 504.4

_X__ Chapter 7: Referenced Standards

_X__ 701 General

_X__ 701.1

_X__ 702 Incorporation by Reference

_X__ 702.1 ___ 702.2 _X__ 702.3 _X__ 702.4 ___ 702.5 ___ 702.6 ___

702.7 ___ 702.8 ___ 702.9 _X__ 702.10

The standards do not require the installation of specific accessibility-related software or the attachment of an assistive technology device, but merely require that the ICT be compatible with such software and devices so that it can be made accessible if so required by the agency in the future.

The following functional performance criteria (36 CFR Chapter 3) apply to this contract.

_X__ Chapter 3: Functional Performance Criteria

_X__ 301 General

_X__ 301.1

_X__ 302 Functional Performance Criteria

_X__ 302.1 _X__ 302.2 _X__ 302.3 _X__ 302.4 _X__ 302.5 _X__ 302.6 _X__ 302.7 _X__ 302.8 _X__ 302.9

(End of clause)