Sol_31310020R0007 - Released 02122020.pdf

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CODE 18a. PAYMENT WILL BE MADE BY

CODE

FACILITYCODE

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

OFFEROR

NRCHQ

WASHINGTON DC 20555-0001

MAIL STOP TWFN-07B20M

ACQUISITION MANAGEMENT DIVISION

US NRC - HQ

CODE 16. ADMINISTERED BYCODE

X

X

X

561990

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED ORNRCHQ

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

02/26/2020 1700 ET

02/12/2020

301-415-7044FATIMA ANTHONY

(No collect calls)

INFORMATION CALL:

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

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

31310020R0007

5. SOLICITATION NUMBER

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

1 84 ZEROREQ-ADM-20-0011OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

TELEPHONE NO.

17a. CONTRACTOR/

15. DELIVER TO

WASHINGTON DC 20555-0001

MAIL STOP TWFN-07B20M

ACQUISITION MANAGEMENT DIVISION

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$12.00

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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)

US NRC - HQ

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.

The contractor shall provide Nuclear Regulatory Commission Issuances (NRCI's) and Opinions Indexing and Editing Support Services in accordance with the Statement of Work (SOW).

Period of Performance: 04/01/2020 to 03/31/2025

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

HEREIN, IS ACCEPTED AS TO ITEMS:

XX

DATED

FATIMA ANTHONY

. 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

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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

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OFFER

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

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ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

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30a. SIGNATURE OF OFFEROR/CONTRACTOR

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

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RECEIVED INSPECTED

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

37. CHECK NUMBER

FINALPARTIAL

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FINALPARTIAL

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CORRECT FOR

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COMPLETE

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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

84 2 of

31310020R0007

SECTION B - Supplies or Services/Prices SECTION C - Description/Specifications SECTION D - Packaging and Marking SECTION E - Inspection and Acceptance SECTION F - Deliveries or Performance SECTION G - Contract Administration Data SECTION H - Special Contract Requirements SECTION I - Contract Clauses SECTION J - List of Documents, Exhibits and Other Attachments SECTION K - Representations, Certifications, and Other Statements of Bidders SECTION L - Instructions,Conditions, and Notices to Bidders SECTION M - Evaluation Factors for Award

SECTION B - Supplies or Services/Prices

B.1 BRIEF PROJECT TITLE AND WORK DESCRIPTION

(a) The title of this project is: Nuclear Regulatory Commission Issuances (NRCI) and Opinions Indexing and Editing Support Services.

B.2 PRICE SCHEDULE

Base Period: 04/01/2020 – 03/31/2021

Item No.

Description Est. Qty Unit Unit Price Amount

00001 Monthly NRCI 1,010 Page $TBD $TBD

00002 NRCI Index 303 Page $TBD $TBD

00003 Keystroke Page 10 Page $TBD $TBD

00004 Index Archive (2 per year) 2 Each $TBD $TBD

00005 6-month HB TOC and corrected text

8 Page $TBD $TBD

00006 ADAMS PDF of hardbound (2 per year)

2 Each $TBD $TBD

00007 Author alteration 10 Each $TBD $TBD

TOTAL $TBD

Option Period 1: 04/01/2021 – 03/31/2022

Item No.

Description Est. Qty Unit Unit Price Amount

10001 Monthly NRCI 1,010 Page $TBD $TBD

10002 NRCI Index 303 Page $TBD $TBD

10003 Keystroke Page 10 Page $TBD $TBD

10004 Index Archive (2 per year) 2 Each $TBD $TBD

10005 6-month HB TOC and corrected text

8 Page $TBD $TBD

10006 ADAMS PDF of hardbound (2 per year)

2 Each $TBD $TBD

10007 Author alteration 10 Each $TBD $TBD

TOTAL $TBD

Option Period 2: 04/01/2022 – 03/31/2023

Item No.

Description Est. Qty Unit Unit Price Amount

20001 Monthly NRCI 1,010 Page $TBD $TBD

20002 NRCI Index 303 Page $TBD $TBD

20003 Keystroke Page 10 Page $TBD $TBD

20004 Index Archive (2 per year) 2 Each $TBD $TBD

20005 6-month HB TOC and corrected text

8 Page $TBD $TBD

20006 ADAMS PDF of hardbound (2 per year)

2 Each $TBD $TBD

20007 Author alteration 10 Each $TBD $TBD

TOTAL: $TBD

Option Period 3: 04/01/2023 – 03/31/2024

Item No.

Description Est. Qty Unit Unit Price Amount

30001 Monthly NRCI 1,010 Page $TBD $TBD

30002 NRCI Index 303 Page $TBD $TBD

30003 Keystroke Page 10 Page $TBD $TBD

30004 Index Archive (2 per year) 2 Each $TBD $TBD

30005 6-month HB TOC and corrected text

8 Page $TBD $TBD

30006 ADAMS PDF of hardbound (2 per year)

2 Each $TBD $TBD

30007 Author alteration 10 Each $TBD $TBD

TOTAL $TBD

Option Period 4: 04/01/2024 – 03/31/2025

Item No.

Description Est. Qty Unit Unit Price Amount

40001 Monthly NRCI 1,010 Page $TBD $TBD

40002 NRCI Index 303 Page $TBD $TBD

40003 Keystroke Page 10 Page $TBD $TBD

40004 Index Archive (2 per year) 2 Each $TBD $TBD

40005 6-month HB TOC and corrected text

8 Page $TBD $TBD

40006 ADAMS PDF of hardbound (2 per year)

2 Each $TBD $TBD

40007 Author alteration 10 Each $TBD $TBD

40008 5-year index, per compiled and edited page

1,500 Page $TBD $TBD

TOTAL $TBD

TOTAL (BASE PERIOD PLUS ALL OPTION PERIODS) $TBD

B.3 CONSIDERATION AND OBLIGATION-FIRM-FIXED-PRICE

(a) The total amount of the Firm-Fixed-Price of this contract is $TBD.

(b) The amount obligated by the Government with respect to this contract is $TBD.

(c) This is an incrementally-funded contract and FAR 52.232-22 – “Limitation of Funds” applies.

SECTION C - Description/Specifications

DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C.1 Title of Project

Nuclear Regulatory Commission Issuances and Opinions Indexing and Editing Support Services

C.2 Background

U.S. Nuclear Regulatory Commission’s Issuances and Indexes Publications Program

This is a nonpersonal services contract to acquire editing, proofreading, indexing, formatting, layout, and archiving support services for the U.S. Nuclear Regulatory Commission (NRC) Issuances and Indexes Publications program.

In order to comply with Freedom of Information Act (FOIA) requirements, the NRC must publish all issuances of the Commission, the Atomic Safety and Licensing Boards, the Administrative Law Judges, Directors' Decisions, and Decisions on Petitions for Rulemaking. Additionally, the NRC must produce and publish indexes to these issuances.

The contractor shall provide all personnel, equipment, supplies, facilities, tools, materials, supervision, and other items and non-personal services necessary to perform editing, proofreading, indexing, formatting, layout, typesetting, and archiving services for the NRC Issuances and Indexes Publications program as defined in this SOW, except for those items specified as Government-furnished property and services. The contractor shall perform to the standards specified in this contract.

The FOIA (5 U.S.C. 552(a)(2)) requires the NRC to comply with the following:

"(2) Each agency, in accordance with published rules, shall make available for public inspection and copying-

(A) final opinions, including concurring and dissenting opinions, as well as orders, made in the adjudication of cases;

... Each agency shall also maintain and make available for public inspection and copying current indexes providing identifying information for the public as to any matter issued, adopted, or promulgated after July 4, 1967, and required by this paragraph to be made available or published. Each agency shall promptly publish, quarterly or more frequently, and distribute (by sale or otherwise) copies of each index and supplements thereto... A final order, opinion, statement of policy, interpretation, or staff manual or instruction that affects a member of the public may be relied on, used, or cited as precedent by an agency against a party other than an agency only if-

(i) it has been indexed and either made available or published as provided by this paragraph; or

(ii) the party has actual and timely notice of the terms thereof,"

The issuances to be edited, formatted, printed, typeset, indexed, and archived are those final orders, opinions, statements of policy, interpretations, staff manuals or instructions of the NRC’s Commission, the NRC’s Atomic Safety and Licensing Boards, Administrative Law Judges, Directors’ Decisions, and NRC Decisions on Petitions for Rulemaking.

C.3 Objective

The objective of this contract is to acquire editing, proofreading, indexing, formatting, layout, typesetting, and archiving support services for the NRC Issuances and Indexes Publications program. The contractor shall provide timely and complete preparation of camera-ready print-quality hardcopy or electronic versions of issuances produced by the Commission, the Atomic Safety and Licensing Boards, Administrative Law Judges, Directors’ Decisions, and Decisions on Petitions for Rulemaking intended for publication as the “NUCLEAR REGULATORY COMMISSION ISSUANCES—OPINIONS AND

DECISIONS OF THE NUCLEAR REGULATORY COMMISSION WITH SELECTED

ORDERS,” NUREG-0750, which includes the monthly issuances, quarterly and semiannual indexes, semiannual hardbound compilations of issuances, a comprehensive 5-year index, and archives. The contractor shall compile the monthly publications, the indexes, and the six-month hardbound and electronic editions from the issuances of the Commission, the Atomic Safety and Licensing Boards, the Administrative Law Judges, Directors' Decisions, and Decisions on Petitions for Rulemaking. This contract requires completion of five (5) years of monthly issuances, quarterly and semiannual indexes, 6-month compilations for separate print and electronic publication, archived indexes in editable format, and one 5-year index. These products shall consist of up to sixty (60) monthly editions of issuances and opinions total; up to ten (10) quarterly and up to ten (10) semiannual indexes; preparation of the tables of contents, corrected text, and modified semiannual indexes for each of the up to 10 six-month hardbound editions; preparation of up to an additional ten (10) PDF versions of the six-month hardbound editions including front matter (provided by the NRC) and indexes suitable for Web posting; a compilation of comprehensive indexes for 5 years of issuances (January 2016–December 2020); and archival versions of these products.

Digests and indexes to be produced for these issuances are intended to serve as guides to the issuances. Information elements common to the cases heard and ruled upon include:

1. Case name (owner(s) of facility)

2. Full text reference (volume and pagination)

3. Issuance number

4. Issues raised by appellants

5. Legal citations (cases, regulations, statutes, and others)

6. Name of facility, docket number

7. Subject matter of issues and/or rulings

8. Type of hearing (for construction permit, operating license, etc.).

9. Type of issuance (memorandum, order, decision, etc.)

In each index these information elements are displayed in a separate index formatted independently. The five indexes shall be arranged in the following order:

1. Case Name Index

2. Digests and Headers

3. Legal Citations Indexes (cases, regulations, statutes, and others)

4. Subject Index

5. Facility Index

C.4 Scope of Work/Tasks

The contractor shall provide all resources necessary to accomplish the tasks and deliverables described in this Statement of Work (SOW).

As directed by the Contracting Officer’s Representative (COR) in accordance with clause G.4 entitled “Work Order,” the contractor shall prepare and deliver high quality edited, formatted, and proofread page proofs for each of the deliverables and, following the COR’s review, final corrected print-quality camera-ready copy as specified below, each in hard copy or electronic format as required by the COR for all publishable deliverables, all of which are subject to the COR's review and written approval. The COR will specify in writing the format of the deliverable prior to the delivery of the Work Order for each deliverable.

When directed in writing by the COR, the requirements for the work to be performed are as follows:

1. The contractor shall accept, via mail or e-mail, manuscripts (hardcopy or electronic at the NRC’s discretion) and transmitted keystrokes of these manuscripts, including headnotes and issuances. These manuscripts are created on word processing packages such as Microsoft Word, Corel WordPerfect, or an equivalent. The manuscripts may include graphic elements such as maps, or photographs supplied separately. The COR reserves the right to stipulate and change the required software versions. The contractor shall produce manuscripts from scanned or hard copy when no electronic version is available. The COR shall provide manuscripts in hard copy or electronic format at their discretion to the contractor on a monthly basis or as available. The contractor should expect to receive an estimated 1,600 hardcopy manuscript pages per year, which would result in a total of approximately 1,200 typeset camera-ready print-quality pages for issuances (excluding indexes). These quantities and the deliverable quantities are merely estimates based on historical precedent. The COR will order services listed in the SOW in writing via a Work Order. In the Work Order, the COR will relay the format of the deliverable. The contractor shall submit an email confirmation of receipt of Work Orders to the COR by close of business the following work day. The Work Order can task the Contractor to perform one or more requirements listed in the Statement of Work.

The Contractor shall not accept any Work Order received from the COR that contains tasks/duties not listed in the Statement of Work and in such an event shall notify the Contractor Officer.

2. The contractor shall copy edit, proofread, format, and typeset up to 60 monthly compilations of the full text of the NRC Issuances issued during the month beginning with those issued January 2020 and ending with those issued December 2024 (Volumes 91-100 of the NRCIs). This includes copy editing and proofreading transmitted text against the manuscript, researching and completing incomplete or abbreviated citations where necessary, and inserting cite page numbers and cross-reference page numbers to conform to the final typeset and printed page numbers. Text shall consist of the opinion, headnotes if any, and associated text such as additional views by Commissioners or ASLBP authors as available. The format is detailed below. The contractor shall advise the COR of any edits proposed for these documents and only proceed with typesetting once the COR has approved in writing these proposed edits. The contractor shall then provide the COR with typeset page proofs for their review. Upon completion of COR review of page proofs, the contractor shall make such additional corrections as are required by the COR and shall provide the COR with a corrected print-quality, camera-ready copy in hardcopy or electronic format as specified by the COR for final review, approval and printing.

3. The contractor shall prepare all tables of contents required for the monthly issuances (some issues may contain more than one table of contents, i.e., some unusually large opinions may include a separate, internal table of contents) for the aforementioned monthly issuances.

4. The contractor shall make additional changes to the pages of the camera-ready print-quality copy of monthly issuances after delivery and printing and to the master database, as requested in writing by the COR, to prepare copy for use again in the six-month hardbound compilation. Additional changes may include revisions requested in writing by the COR, errors noted since original publication, or other.

5. The contractor shall prepare the quarterly and semi-annual editions of the Indexes to NRC Issuances, and shall compile, edit, summarize, proofread, format, and typeset these indexes for the following periods using the present format and subject headings, with additional headings as determined by the contractor or the COR. The contractor shall provide the COR with page proofs for review. Upon completion of COR review of the page proofs, the contractor shall make such corrections as are required and shall provide the COR with a corrected print-quality, camera-ready copy in hardcopy or electronic format as specified by the COR for final review, approval and printing.

January-March 2020, January-June 2020, July-September 2020, July- December 2020 January-March 2021, January-June 2021, July-September 2021, July- December 2021 January-March 2022, January-June 2022, July-September 2022, July- December 2022 January-March 2023, January-June 2023, July-September 2023, July- December 2023 January-March 2024, January-June 2024, July-September 2024, July- December 2024

6. For each 6-month volume of monthly NRCI publications and indexes, the contractor shall compile and edit and proofread comprehensive tables of contents for use in the 6-month hardbound compilation of the monthly issuances.

More than one set of tables of contents may be necessary, depending on the size of the six-monthly issuances printed during the period, as the six-month hardbound compilation may be sufficiently large to require printing in multiple books. The format is detailed below. The contractor shall deliver these tables of contents along with the revised, updated, and corrected text of the monthly issuances and a modified semi-annual index (less digests and with modified page numbering in the footers) for the 6-month period for each 6-month volume, including any corrections to either text or indexes noted since the monthly issuances or the indexes were prepared. The arrangement of the table of contents, text, and indexes for the 6-month hardbound compilation shall conform to that used in recent hardbound editions of the NRCIs.

7. The contractor shall prepare a PDF version of each camera-ready hardbound edition that shall be proofread and checked for accuracy including all content from the print edition of the 6-month edition and including front matter provided by the COR and removing crop marks. The contractor shall provide the PDF version to the COR after the contractor has completed all corrections for the six-month hardbound edition.

8. The contractor shall prepare an archive on CD or other storage media as determined by the COR using the ASCII or UNICODE character set with fixed length records and fixed blocking for each semi-annual index (without typesetting codes) and for the hardbound volume as an archival editable file in word processor format (e.g., RTF format). (Note: The NRC will not provide the storage media to the contractor; the contractor must provide it.)

9. The contractor shall prepare and deliver to the COR a compilation of the Indexes to the NRC Issuances, NUREG-0750, for a five-year period, January 2016– December 2020 (NUREG-0750, Vols. 83-92) in Year 5 of this contract. The contractor shall prepare this index in conformity to the content, formatting, and typesetting standards and requirements of the semi-annual indexes.

10. All final contractor deliverables intended for print (all issuances, indexes, and hardbounds) shall at least meet standards for camera-ready print quality.

“Camera-ready” or “print quality” shall mean, at a minimum, 300 dot-per-inch resolution, 24 bit color, uncompressed electronic files in PDF format or whatever format the COR specifies for which the text is fully searchable and does not include any scanned, raster-based content except that for which the COR has specifically granted an exemption in writing; or hardcopy on 24 lb. high quality, 98 brightness white glossy paper, as specified by the COR. These standards are subject to change without notice. The COR will specify the required standards and delivery format (electronic or hardcopy) for each deliverable in writing prior to the delivery of the Work Order for the deliverable.

The contractor shall create all PDF deliverables from an electronic source file (e.g., PC- TEX to postscript) and cannot be made from a scanned image or any raster-based reproduction such as a TIF. (Portions of the PDF such as individual graphics, photographs, or charts may be raster-based scans at the discretion of the COR.)

The contractor shall provide all personnel and equipment as may be required to perform all tasks at one or more locations of their discretion and shall not require access to NRC facilities. No regularly scheduled meetings are expected, although the contractor should be available for ad hoc meetings when requested by the COR. The contractor shall be accessible to the COR for routine work process related communications.

Each contract year, beginning April 1 of each year, the contractor shall produce two volumes of the NRCIs. Odd-numbered volumes shall be produced between April and September, and even-numbered volumes shall be produced between October and March. Each volume includes up to six monthly editions, up to two indexes, up to one hardbound, up to one electronic edition of the hardbound, and up to one archive of the semi-annual index. Each deliverable shall begin production no sooner than the month following the calendar month indicated by the deliverable and shall be completed and published three months after the calendar month(s) indicated by the deliverable (the first three monthly editions for the contract excepted). During each contract year, the contractor shall provide the COR with copyedited, proofread, formatted, typeset print-quality camera-ready files for the following products:

Odd-Numbered Volume Deliverables Even-Numbered Volume Deliverables

January Issuance

(Complete production in April)

July Issuance

(Complete production in October)

February Issuance

(Complete production in May)

August Issuance

(Complete production in November)

March Issuance

(Complete production in June)

September Issuance

(Complete production in December)

April Issuance

(Complete production in July)

October Issuance

(Complete production in January)

May Issuance

(Complete production in August)

November Issuance

(Complete production in February)

June Issuance

(Complete production in September)

December Issuance

(Complete production in March)

Quarterly Index (January through March)

(Complete production in April)

Quarterly Index (July through September)

(Complete production in October)

Semi-annual Index (January through June)

(Complete production in July)

Semi-annual Index (July through December)

(Complete production in January)

Six-month Hardbound Table of Contents, corrected text, and semi-annual index (less digests) for print

(January through June)

(Complete production in August)

Six-month Hardbound Table of Contents, corrected text, and semi-annual index (less digests) for print

(July through December)

(Complete production in February)

PDF Version of print hardbound including front matter for ADAMS/web publication

(January through June)

(Complete production in September)

PDF Version of print hardbound including front matter for ADAMS/web publication

(July through December)

(Complete production in March)

CD Archive - hardbound and indexes CD Archive - hardbound and indexes

(January through June)

(Complete production in September)

(July through December)

(Complete production in March)

TASKS TO BE ACCOMPLISHED AND SPECIFICATIONS FOR EDITING,

FORMATTING, TYPESETTING, AND DELIVERING CAMERA-READY PRINT-

QUALITY COPY OF MONTHLY ISSUANCES.

Upon receiving the complete set of issuances and headnotes for a month from the COR, the contractor shall:

1. Deliver edited and marked up editable electronic versions (e.g., Word files) including all proposed changes clearly indicated as tracked changes for all original issuance file or files, including headnotes if any, prior to continuing with formatting and typesetting. The issuances (manuscripts) are the legal record of NRC cases reported and the contractor shall not change the text in any way except for correcting obvious typographical errors, errors of grammar, misspelled words, or correcting or completing citations to the U.S. Code and other legal citations. The contractor shall not substitute alternative spellings or paraphrase text. The contractor shall address possible omissions in transmission, inconsistencies in style or format and any other questions regarding the text.

The contractor shall provide all proposed changes, including changes involving formatting or typesetting, as tracked changes to the COR for review. The contractor shall not make any change of any kind to the final text without written approval from the COR. The COR will direct the contractor in writing prior to the delivery of the Work Order for those specific monthly deliverables. The COR may waive this preliminary review requirement in whole or in part at their discretion.

2. Following the review of the proposed edits, the contractor shall prepare copyedited, formatted, proofread, print-quality, camera-ready copy of issuances and headnotes, including only those changes approved during the preliminary review described above, in hard-copy or electronic as specified by the COR.

3. Use the format current to the issuances and indexes published in volume 88 (or later) of the NRC Issuances and Indexes (NUREG-0750) as a general guide to the required standard for formatting, appearance, and layout. The contractor shall consult the NUREG-0750 Volume 88 monthly paperbound issuances, the paperbound quarterly and semi-annual indexes, and the final hardbound for formatting, editing, and layout examples. More specific directions are included in this statement of work, but in the event of ambiguity, the contractor shall submit any questions to the COR in writing for further direction, and the COR will respond prior to the delivery of the final deliverable. The COR will provide a set of sample deliverables from volume 88 of NUREG-0750 (or a later volume, at the COR’s discretion) to the contractor upon receipt of their written request.

4. The contractor shall use the Bluebook - A Uniform System of Citation, Twentieth Edition, or later if available, published and compiled by the Harvard Law Review Association, the Columbia Law Review, the University of Pennsylvania Law Review, and the Yale Law Journal; hereafter referred to as Bluebook, as a reference legal style guide, and the GPO Style Manual for grammatical style not covered in the Bluebook. The COR may modify the requirements for use of that style at their discretion.

5. The contractor shall apply the following format and text conventions:

a. Headings and Paragraphs.

The leading above a boldface heading shall be greater than the leading below such a heading. Turnovers on headings shall be used so that headings are not set margin to margin. First line of heading is to be longer than succeeding lines. No paragraph or heading shall end with only a number on the last line. For example, the following is not permissible:

………………………………………………………………………………Unit 2.

b. Headnotes Headnotes shall be inserted before appearances or the first text heading, such as, "Initial Decision," "Memorandum and Order," etc. Headnotes will be transmitted to the contractor separately for coordination with the appropriate issuance. The COR will ensure that the issuance and headnotes contain the same identifying issuance number when issuances and headnotes are transmitted electronically.

c. Citations Full citations shall be listed in the main heading for each decision.

Citations appearing in the text shall be cited in full the first time and abbreviated thereafter. Refer to the appropriate section of the Bluebook.

The style for citations may be modified by the COR at their discretion.

d. Hyphenation Proper names shall not be hyphenated at the end of a line unless necessary; avoid where possible. Hyphens at the end of a page should be avoided where possible.

e. Footnotes Footnotes appearing at the bottom of the page shall be indented and shall contain ½ space leading between footnote number and first letter of text.

Footnotes and quotations appearing within the text shall be indented left (when necessary), and right at all times and shall contain leading between paragraphs. The type shall be reduced to 8 point.

Where an asterisk is used in the manuscript copy, do not replace the asterisk with a number. Footnotes shall continue to be numbered consecutively throughout each issuance.

f. Tables and Figures Tables and figures shall be set according to written instructions furnished by the COR prior to delivery of the Work Order for the specific issuance.

The contractor shall provide scaling, coding, and interface information for reductions, when necessary.

g. Pagination Pagination shall be continuous throughout individual 6-month volumes:

July through December issuances, starting with page 1, and January through June issuances, starting with page 1.

h. Dissenting Opinions Type for dissenting opinions shall be the same size as type used for decisions.

i. Stylistic Variation The COR may modify the requirement to use these stylistic standards at any time in writing to the contractor.

6. Manuscript Review Follow the manuscript copy verbatim as long as it is uniformly consistent, complies with the Bluebook, and is in conformity with any variations specified by the COR.

7. Format for Composition Format issuances with the PC TEX Software package or equivalent (must be approved by the COR.) Encode format codes to justify margins, align indentations, paginate, enter headnotes where indicated, and enter page numbers in citation headings and cross-references in text. Use codes to set Times Roman type style for headings and text, and Helvetica type style for front matter, cite line, and index.

8. Table of Contents Prepare tables of contents (some issues may contain more than one). All applicant, licensee, and petitioner names shall be in alphabetical order by type of issuance on contents page.

The tables of contents are part of the Scope of Work for this requirement;

therefore, they are not considered author's alterations.

9. Final Review The contractor shall provide the COR with page proofs of edited, formatted, typeset, and proofread issuances and indexes. Upon completion of review by the COR, the COR will return to the contractor such corrections as are required, and the contractor shall provide to the COR final, print-quality, camera-ready copy in the format specified by the COR. All deliverables are subject to COR review and written approval.

PREPARATION OF CONSOLIDATED TABLES OF CONTENTS AND TEXT FOR

CAMERA-READY PRINT QUALITY NRC 6-MONTH HARDBOUND EDITIONS

1. Table of Contents The contractor shall:

Compile and prepare page proofs of tables of contents for up to ten (10) volumes (each compiled from up to six monthly issues, a single volume of the issuances) for the NRCI hardbound editions.

Any six-month compilation may be issued in two or more books depending on the number of pages. In this event, the COR will determine the page breaks.

Compilation of the tables of contents shall be alphabetized by utility name with subsets appearing in date order. The contractor shall follow the exact style (English Times) as contained in Volume 88 (or later) of the hardbound editions as provided by the COR. The contractor shall not use italics nor alter the style in any way.

2. Camera-Ready Print-Quality Copy Contents The contractor shall maintain and make changes in a text master, as necessary, after monthly issuances have been printed, as requested by COR, to prepare corrected monthly text for use again in the 6-month hardbound compilation. After corrections to page proofs, camera-quality pages shall be delivered to the COR in a format specified by the COR.

3. Final Review The contractor shall provide the COR with page proofs of edited, formatted, and proofread issuances. Upon completion of COR review, the COR will return to the contractor such corrections as are required, and the contractor shall return to the COR final, print-quality, camera-ready copy in the format specified by the NRC.

All deliverables are subject to COR review and written approval.

DEVELOPMENT AND PREPARATION OF INDEXES

The contractor shall:

1. Maintain the available list of subject terms used in indexing the issuances and add to them as new terms are developed in indexing new issuances. The COR may request a copy of the current list of subject terms a maximum of two times during any contract period.

2. Indexes to be developed include:

a. Case Name

b. Digests and Headers Issuances of Nuclear Regulatory Commission Issuances of Atomic Safety and Licensing Boards Issuances of Administrative Law Judges Decisions on Petitions for Rulemaking Directors’ Decisions

c. Legal Citations Cases Regulations Statutes Others

d. Subject

e. Facility

3. Case Name Index The case name index is an alphabetical arrangement of the facility owners or petitioners for the individual issuances. Each facility owner or petitioner listing is followed by an alphabetical breakdown by type(s) of hearing in order of issuance number. These separate entries are further defined by type of issuance, docket number, issuance number, and full text reference.

4. Digests and Headers Digests shall be separated according to the issuance source and be presented in issuance-number order. Each issuance is identified by a header containing the following information: issuance number, case name, facility name, docket number, type of hearing, date of issuance, and type of issuance. The header is compiled from the citation heading in the original opinion and precedes the digest. Digests are compiled from headnotes written for the opinion. A digest is a brief narrative of the legal issue followed by its resolution, and any references used in resolving the issue. If a given issuance covers more than one issue, separate digests are provided for each issue and are designated alphabetically.

5. Legal Citations Index The legal citations index for cases, statutes, and others is an alphabetical listing of citations found in the issuances. The legal citations index for regulations is a numeric listing of citations that follows The Code of Federal Regulations format.

The references to cases, regulations, statutes, and others are followed by phrases that show the application of the citation in the particular issuance.

These phrases are followed by the issuance number and the full text reference.

6. Subject Index Subject words and/or phrases, arranged alphabetically, indicate the issues and subjects covered in the issuances. The subject headings are followed by phrases that give specific information about the subject, as discussed in the issuance being indexed. These phrases are followed by the issuance number and the full text reference. Cross-references are provided between related subject headings. Synonyms are provided with "see" references to the subject headings and are used in an inverted form to group like information. For example: "Atomic Safety and Licensing Board, Jurisdiction" instead of "Jurisdiction of Atomic Safety and Licensing Board"; "Time, Extension" instead of "Extension of Time"; and "Effluents, Radioactive" and "Effluents, Thermal" instead of "Radioactive Effluents" and "Thermal Effluents."

7. Facility Index The facility index consists of an alphabetical arrangement of facility names from the issuances. The name is followed by docket number, type of hearing or petition, date, type of issuance, issuance number, and full-text reference.

8. Index Issues Camera-quality page proofs of the indexes (copyedited, formatted, typeset, proofread, and checked for accuracy) shall be supplied for the quarterly periods July through September and January through March, and for the semiannual periods July through December and January through June for each of the volumes 91 through 100 in a format (electronic or hardcopy) specified by the COR prior to the delivery of the Work Order for that specific deliverable. The first page of each index (a sink page) of the camera-quality copy shall be placed on a page with strips indicating the index name.

9. The contractor shall provide a modified version of the corrected semiannual index (less digests and with a modified footer) for publication with the 6-month hardbound edition of the issuances.

QUALITY CONTROL

1. Transmission Verification The contractor shall compare transmitted keystrokes with hard-copy manuscript to ensure text matches word for word and make any changes according to the hardcopy manuscript and insert format codes.

2. Proofreading The contractor shall proofread final copy of all deliverables for correctness of text and format. Where errors attributable to the contractor's performance appear in the page proofs, i.e., those which change or obscure the meaning of the opinion, or typographical errors in excess of 2 percent, the contractor shall immediately correct the error(s) and furnish corrected copy to the COR for same, regardless of the delivery time the original schedule specified.

Page Proofs The contractor shall provide the COR with a copy of the original Word or WordPerfect document clearly marking all proposed edits as tracked changes for COR review. The contractor shall then include any revisions to these proposed edits as specified by the COR. The contractor shall then provide the COR with copyedited, formatted, proofread, and typeset page proofs of each deliverable for review by the COR. Following the COR’s review of the page proofs, the contractor shall return to the COR a complete and corrected print-quality camera-ready file in hardcopy or electronic or both as requested by the COR.

Author's Alterations Author's alterations are any changes, additions, or deletions made by authors or by the COR after receiving page proofs if those changes, additions, or deletions were not errors on the part of the contractor or were not part of the original manuscript. Queries from the contractor that result in changes are not author's alterations.

Master File Corrections The contractor shall make and proofread all indicated corrections and changes before preparation of a final version. The copy used for indexing must be the same as the camera-quality copy and the electronic archives and PDF versions must be the same as the camera-ready print-quality copy.

PREPARATION AND DELIVERY OF 5-YEAR COMPILATION OF THE INDEXES TO

THE NRCIs (YEAR 5)

The contractor shall prepare and deliver a compilation of the Indexes to the Nuclear Regulatory Commission Issuances for a 5-year period, January 2016-December 2020.

The final camera-ready print-quality deliverable shall be provided to the COR in whatever format (electronic or hard copy) that the COR requests.

This 5-year index shall be compiled including the use of master archives furnished to the contractor by the Government for that period of time not covered by this contract. The master archives shall contain no typesetting codes. The compilation shall be proofread for correctness and consistency of content and format.

INSPECTION/ACCEPTANCE

1. Inspection and acceptance of the deliverable(s) shall be made at destination (i.e., NRC Headquarters) by the COR. The contractor shall refer to Section C.7.1, “Specific Tasks,” subsection "Quality Control."

2. Upon receipt of all deliverable items specified, the COR shall inspect each item for compliance with the specifications contained herein. The contractor shall refer to Paragraph C.7.1, “Specific Tasks,” subsection "Quality Control."

3. Acceptance or rejection of deliverable items shall be made in writing by the COR within 10 working days after receipt of said deliverable items from the contractor. In the event of rejection of any portion of the work, completion of corrected items shall be received within 5 working days after receipt of notice of rejection. Final acceptance shall be made in writing by the COR only after the work has been corrected to the extent that it conforms to the specifications contained herein and has been approved by the COR. The contractor shall be notified by the COR regarding final acceptance within 5 working days after receipt of the corrected items.

APPLICABLE DOCUMENTS AND STANDARDS

The contractor shall perform all work in accordance with the editing standards set forth in The Bluebook - A Uniform System of Citation, Twentieth Edition or later if available, published and compiled by the Harvard Law Review Association, the Columbia Law Review, the University of Pennsylvania Law Review, and the Yale Law Journal;

hereafter referred to as Bluebook, as a reference legal style guide, and the GPO Style Manual for grammatical style not covered in the Bluebook. Additionally, the contractor must conform the appearance and style and formatting of all deliverables to those current models of previous issuances and indexes and hardbound editions of the NRCIs to be provided by the NRC. The NRC reserves the right to modify the style of printed publications, including deviations from the Bluebook standard, at any time.

The contractor shall comply with the following applicable regulations, publications, manuals, and local policies and procedures:

1. The Bluebook - A Uniform System of Citation, Twentieth Edition, or later if available, published and compiled by the Harvard Law Review Association, the Columbia Law Review, the University of Pennsylvania Law Review, and the Yale Law Journal;

hereafter referred to as Bluebook, as a reference legal style guide, and the GPO Style Manual for grammatical style not covered in the Bluebook. The style may be modified at the COR’s discretion.

2. NUREG-0750 – The Nuclear Regulatory Commission Issuances and Opinions, shall be used as a guide for the final formatting and typesetting of any deliverable.

C.5 Reporting Requirements

N/A

C.6 List of Deliverables

For the Base Period and Option Periods One through Four, the following timelines and conditions apply:

3. Keystrokes and manuscripts to be transmitted by the NRC to the contractor.

a. Keystrokes and manuscripts are to be transmitted as available during each month. All issuances resulting from keystrokes to be included in the appropriate monthly publication will be transmitted via e-mail to the contractor by close of business of the tenth (10th) working day of the following month or as available.

b. Processing of any issuances keystroked or otherwise furnished to the contractor beyond the close of business of the tenth (10th) working day of the following month may be deferred by the contractor for processing, with concurrence of the COR.

Headnotes to be transmitted by the NRC to the contractor:

c. The contractor shall note that issuance manuscripts do not usually include headnotes. The applicable headnotes will be transmitted separately for coordination with the appropriate issuance. The conditions applying to the dates of delivery for manuscripts in section 1.b above apply to the headnotes as well.

Issuances

d. Regular Schedule (Base Period Through Option Period Four) The contractor shall provide a preliminary mark-up review of all proposed edits and revisions before proceeding to format and typeset the issuances.

This requirement may be modified at the COR’s discretion.

e. The contractor shall deliver one page proof of its marked-up manuscript for all NRC files within 5 working days for up to and including 150 manuscript pages, 8 working days for up to 250 manuscript pages, 11 working days for up to 350 manuscript pages, and within 15 working days of receipt of the latest issuance for the applicable month, if manuscript pages do not exceed 500 manuscript pages. These dates may be extended at the COR’s discretion.

Table 1. Allotted Working Days for Regular Schedule, Issuances

Number of Manuscript Pages Number of Working Days

1-150 5

151-250 8

251-350 11

351-500 15

Over 500 (add 1 working day for every 40 pages in excess of 500) up to 900 pages.

These dates may be extended at the COR’s discretion.

Indexes

f. The contractor shall prepare and deliver Indexes for NRC Issuances as per the schedule below.

Table 2. Regular Schedule, Issuances and Indexes, for January 1, 2020–December 31, 2024*

(Number of Page Proofs)***

Estimated Number of Working Days**

Monthly Issuances

January 2020 (Beginning of regular schedule in Base Year) through December

(Last monthly in Year 5)

(60) (Based on number of pages)

Quarterly Indexes

January-March

July-September

(10) 9

Semi-annual Indexes

January-June

July-December

(10) 15

Hardbound Table of Contents, corrected text, and modified semi-annual index

(10) **

NOTE: The above schedule is firm.

* Period to be determined by date of contract award.

** Date to be established under each delivery order. These dates may be extended at the COR’s discretion.

*** This number represents a maximum number of deliverables. The actual number may be less.

The above-specified required delivery dates apply when issuance pages both complete and partial do not exceed 500 transmitted pages. On occasions when such pages exceed 500 in number, required delivery dates may be adjusted by adding one (1) working day for each 40 pages in excess of 500, up to and including 900 pages. If pages exceed 900 in number, adjustment to the delivery schedule will be mutually agreed to by the contractor and the COR. In the event that issuance pages exceed 500 in number, the contractor shall notify the COR in writing that they are requesting to discuss the total number of pages and the required date of delivery.

Five-Year Compilation of Indexes

g. The contractor shall prepare and deliver a five-year compilation of

Indexes for NRC Issuances. The COR will furnish material at the outset of Option Period 4 of the contract in the form of archival data CDs as described elsewhere in this document.

Table 5. Schedule for Five-Year Compilation of Indexes

Five-Year Compilation of Indexes

(Page Proofs) Required Delivery Date*

Estimated Number of Working Days

Compilation for January 2016- December 2020

August 2022 5 months (approximately mid-way through Year 4 of the contract)

*Date to be established under each Work Order. Dates are subject to change at the COR’s discretion.

General Schedule of Volumes Published by Contract Periods.

Table 6. General Schedule of Contract Years

Time Period of Volumes* Volume No. Contract Period

January-June 2020 91 BASE PERIOD

July-December 2020 92 BASE PERIOD

January-June 2021 93 OPTION PERIOD 1

July-December 2021 94 OPTION PERIOD 1

January-June 2022 95 OPTION PERIOD 2

July-December 2022 96 OPTION PERIOD 2

January-June 2023 97 OPTION PERIOD 3

July-December 2023 98 OPTION PERIOD 3

January-June 2024 99 OPTION PERIOD 4

July-December 2024 100 OPTION PERIOD 4

*These dates are the dates of the monthly issuances, indexes, hardbounds, and archives to be produced in these volumes. These dates are not the months during which production shall take place. Production months typically follow issuance months by three calendar months.

Delivery and Pickup of Page Proofs and Other Deliverables

Contractor shall deliver page proofs and camera-ready product electronically by whatever means specified by the COR at the time of delivery of the Work Order for the deliverable. In the case of paper deliverables if such are specified by the COR in the deliverable Work Order, delivery shall be made by mail to the location specified by the COR, or if in person, to the following location: TBD

Any reports generated by the contractor under this contract shall not be released for publication or dissemination without COR written approval.

All information and data related to this project that the contractor gathers or obtains shall be both protected from unauthorized release and considered the property of the Government. Press releases, marketing material, or any other printed or electronic documentation related to this project, must not be publicized without the written approval of the COR and the contracting officer.

The NRC shall have unlimited rights to and ownership of all deliverables provided under this contract, including reports, recommendations, briefings, work plans and all other deliverables. All documents and materials, to include the source codes of any software, produced under this contract are the property of the Government with all rights and privileges of ownership/copyright belonging exclusively to the Government. These documents and materials may not be used or sold by the contractor without written authorization from the COR. All materials supplied to the Government shall be the sole property of the Government and may not be used for any other purpose. This right does not abrogate any other Government rights.

C.7 Release of Publications

Any documents generated by the contractor under…