47PM1124R0006 Solicitation Budget Analyst rev 2023 12 11.pdf

GSA National Capital Region

December 11, 2023

RE: Solicitation No. 47PM1124R0006 - Budget Analyst Professional Support Services for the Office of Chief Financial Officer PBS Division Located in Washington, DC

Dear Offeror:

The US General Services Administration (GSA) will require Budget Analyst Professional Support Services for the Office of Chief Financial Officer PBS located in Washington, DC.

These services will be performed at the National Capital Region, Central Office Building located at: 1800 F Street, NW Washington, DC 20405-0001.

GSA intends to award the contract to the contractor who provides the the Lowest Price Technical Acceptable (LPTA) package. The technical package is considered approximately equal to price but does not restrict or limit GSA from selecting the contractor that puts forth the best qualified candidate(s). If your firm is selected, the proposed candidate is expected to perform the duties in accordance with the Scope of Work received. If the proposed candidate is no longer available, then a candidate with equal or better qualifications may be considered.

The Contracting Officer will make the selection based upon the evaluations and judgement, which may be subjective. This will be a firm-fixed price contract.

Enclosed is the Scope of Work and Evaluation Factors for this requirement. In addition to the price proposal, please include Volume I as your Pricing on the attached SF-1449 with a itemized breakdown on Company Letterhead along with the requested documents.

Volume II will be the Technical Evaluation with Resumes. The attached SF-1449 is also to be completed and signed.

Your proposal is due by Monday, January 22, 2024, at 9:00 AM, Eastern Standard Time.

Electronically to Lisa Witcher-Graves, Contract Specialist, GSA, lisa.witcher-graves@gsa.gov and cc: Patricia Davis at: patricia.davis@gsa.gov. Response to questions will be submitted via an Amendment by Friday Janaury 12, 2024. All communication must be in writing and submitted by January 5, 2024.

mailto:lisa.witcher-graves@gsa.gov

Request foR PRoPosal

Project Title: Budget Analyst II Professional Support Services

Office of Chief Financial Officer

Location:

Contact Person(s):

Email(s):

Issuance of Request for

Proposal:

Request for Information

(RFI):

Proposal Due Date & Time:

Issuing Office and

Where to Submit Proposal:

SOLICITATION NO.:

1800 F Street, NW, Washington DC 20405

Lisa Witcher-Graves, Contract Specialist

Patricia Davis, Contracting Officer lisa.witcher graves@gsa.gov patricia.davis@gsa.gov

Monday, December 11, 2023 – SAM.gov

Friday January 5, 2024 – 9:00 am EST via email to Contract

Specialist and Contracting Officer

Monday January 22, 2024 – 9:00 AM EST

General Services Administration

National Capital Region, Public Services Building

Office of Acquisition, Special Program Division

Acquisition Regional Support Branch

Via E-Mail Only to: Lisa Witcher-Graves and Patricia Davis

EQBPAA-24-0001/47PM1124R0006

GENERAL SERVICES ADMINISTRATION

THIS SOLICITATION IS SET-ASIDE FOR 8(A) SMALL BUSINESS

IN ACCORDANCE WITH GSA’S AFFRIMATIVE PROCUREMENT PROGRAM AND THE STATUTES,

REGULATIONS, AND EXECTIVE ORDERS OF THE UNITED STATES, THE CONTRACTOR IS TO USE GREEN

PRODUCTS AND SUPPLIES IN THE ACCOMPLISHMENT OF THIS CONTRACT.

PROPERTY OF THE UNITED STATES GOVERNMENT COPYING, DISSEMINATION, OR DISTRIBUTION OF

THESE DRAWING, PLANS, OR SPECIFICATIONS TO UNAUTHORIZED USERS IS PROHIBITED. DO NOT

REMOVE THIS NOTICE PROPERLY DESTROY DOCUMENTS WHEN NO LONGER NEEDED

mailto:graves@gsa.gov mailto:patricia.davis@gsa.gov

TABLE OF CONTENTS

Budget Analyst Professional Support Services Office of Chief Financial Officer

Office of Chief Financial Officer National Capital Region Public Building Services 1800 F Street, NW Washington, DC 20405

Scope of Work (SOW) 1

Technical Evaluation 2

Standard Form 1449 3

Certificate of Current Cost and Pricing 4

Clauses 5

U.S. Dept of Labor Wages Decision Number – 2015-4281 6 Revision 27, 06/30/2023

Contractor’s Qualification and Financial Information GSA 527 7

Past Performance Questionnaire 8

*All supporting documents must be included in your proposal package with signature. If not received in package, you will be rejected.

Statement of Work – Budget Analyst II

The Contractor is assigned responsibility for the formulation, presentation, and execution of a portion of the organizational unit's annual operating budget. The budget assigned includes related personnel salaries and expenses, building operations, supplies, equipment, (including computer hardware and software), and all contractual requirements.

Participate in developing plans, procedures, and instructions for formulating and executing the budget. Reviews budget requests submitted by various organizational components to assure their consistency, accuracy, and adherence to instructions. Negotiates desired changes (i.e. additions and deletions) with program managers and the budget and administrative staffs of submitting components.

Prepares documents needed to process budget estimates, requests for supplemental appropriations, requests for deficiency apportionment, and allotments needed to finance new programs or program changes.

Participates in coordinating budgetary actions in the phases of budget formulation and execution for assigned area of responsibility. Partner with program managers and budget and administrative staffs of organizational subdivisions to determine the amount and timing of funding and staffing allowances and recommends approval or disapproval of requests for funds.

Monitors the execution of a budget with many different sources and types of funding (e.g., direct multi-year appropriations, allowances, transfers of funds from other agencies, reimbursements for services performed, revenue from working capital funds, or trust fund accounts). Identifies and analyzes trends in the receipt, obligation, or expenditure of funds to assure that objectives of the annual financial plan are being met on a timely basis, and that funds are available and being properly and effectively used to support program objectives.

Develops recommendations for budgetary adjustments to support unanticipated changes in program operations and/or funding. Prepares and documents requests for increases or decreases in funds which require approval of budget or program officials at higher levels.

Reviews request for funding.

Provides advice on all aspects of the interpretation and application of agency guidelines for the budget execution process to program officials.

Knowledge of basic legislation, policies, processes, procedures, and regulations which govern budgeting in the employing agency to formulate a multi-year budget.

Skill in identifying quantitative budgetary and financial relationships between the agency's overall mission, the mission of specific programs, and the budget in order to apply analytical methods such as cost-benefit analysis, decision theory, planning programming-budgeting and other quantitative techniques to the analysis of budgetary situations and problems.

Extensive knowledge of and the principals behind various complicated ADP systems impacting the actual and planned expenditures and the distribution of cost.

Contractor is responsible financial budgetary operations necessary to support PBS programs. As such, participates in all three major phases of the Federal budget process--budget formulation, execution and evaluation.

Provides expert guidance, advice and recommendations on all aspects of financial management to senior line managers on the full range of the organization's budgetary/financial matters, such as the interpretation of budget estimates and the formulation of budget requests for long-range planning. Reviews proposed managerial, functional or operational changes for financial impact; makes appropriate recommendations to the head of the organization on the full range of budgetary/financial matters and develops plans for implementation of corresponding changes in financial activities.

Participates in developing the organization's total long-range financial plan and budget, and is responsible for budget formulation, presentation and execution, adhering to all regulations and policies. Initiates, executes, coordinates and evaluates all program matters as they relate to the financial management of assigned program areas. Edits budget requests and estimates prepared within other components of the organizational unit, implementing necessary changes and revisions.

Participates in developing criteria for financial tracking plans, necessary reports and analytical data to allow for budgetary formulation and adjustments through the monitoring and evaluation of program goals.

Ensures the accurate input of budgetary data for automated reports by monitoring printouts and overseeing employees responsible for this input throughout the organizational unit Investigates discrepancies that appear in financial records. Initiates contact with the appropriate Finance Center accounting officials to resolve erroneous or misleading entries and participates in the implementation of new or revised accounting programs.

Evaluates the execution of budget and cost plans for assigned organizations versus actual performance to assure conformance with objectives and to prevent possible violations of the Anti-Deficiency Act.

Alerts the supervisor and appropriate managers of imminent funding shortages or other financial problems. Evaluates changing fiscal, budgetary and administrative decisions. Performs other duties as assigned.

Expert knowledge of Office of Management and Budget policies, directives, regulations and strategies of budget presentation required to develop, consolidate and edit budget justifications and to oversee the organization's financial management activities. Detailed knowledge of all budget activities associated with assigned unit in order to review, edit, and/or approve budget requests submitted within organization.

Extensive knowledge of and the principals behind various complicated ADP systems impacting the actual and planned expenditures and the distribution of costs, including the accounting system (Pegasys previous NEARS), STAR, IRIS, and numerous other systems and sub-systems thereof.

Comprehensive knowledge of analytical methods and complex financial management theories, principles and practices to measure and evaluate budgetary and program effectiveness.

Ability to communicate effectively, both orally and in writing.

TASKS

Budget Analysts supporting the RWA and Capital Projects Division

Budget Analyst will:

● Provide major customers with better service in managing the hundreds of millions of RWA funding they have entrusted to NCR.

● Perform a wide variety of analytical and evaluative work analyses in one or more of the following program areas: budgeting and financial management, business strategy, contracting and procurement, organizational design, project and property management, workforce development and/or supply.

● Provide expertise and technical advice on all RWA policy and financial matters.

● Research and/or analyze problems, issues or program requirements.

Research and/or analyzes unstable or complex program issues.

Based on conditions and factors that relate to the subject program and related programs, determines what information is required and collects from many sources. Review information, reconciles conflicting data and devise new or modified methods to analyze findings. Develop recommendations and proposals.

● Provide management with statistical analyses, correlations and identification of associated indicators and drivers that have impact in relation to the subject program and all related programs.

● Identify problem areas and determine whether the problem is amenable to statistical inquiry, the kinds of data necessary and sources of the information needed. Incumbent is responsible for the validity of results and the soundness of his/her value judgments must be reflected in the statistical conclusions presented.

● RWA Entry & Tracking Application (RETA) – RETA is a web-based Oracle application that empowers its users to manage Reimbursable Work Authorization (RWA information. RETA serves as the PBS repository for RWA data, maintaining and audit trail of the original

RWA and subsequent amendments to that data.

● Utilizing daily Pegasys reference tables The Analyst will be responsible for ensuring all RWAs are processed and entered in a timely manner and accurately; generate timely reports summarizing and detailing RWA obligations, commitments, costs and income;

review project status, available balances, percentages and completion, etc.; and maintain management control over key transactions.

● Pegasys (Database for managing GSA financial accountability and obligations) The Analyst will be responsible for using Pegasys to enter obligating documents (Award Letters); review open items and verify obligations; search the payment history of contracts by reviewing past and pending payments.

● EASi –The Analyst will be responsible for providing concurrences on funding validations for project requests (PRs).

● Business Intelligence System (BI) – The Analyst will utilize BI to track obligations, income, and expenses to help disseminate the information to GSA’s internal and external customers when presenting Status reports as it pertains to the operation and maintenance of the buildings listed in our inventory.

Monthly Deliverables to the Government

1. Review and process RWAs - at least 10 monthly

2. Review and provide concurrences for fund certification - at least 10 monthly

3. Process PS Documents into Pegasys - at least 10 monthly

SPECIAL REQUIREMENTS

Work to be accomplished on site at the Central Office Federal building located at 1800 F Street NW with the maximum flexibility to work remotely as specified by GSA.

Tasks to be completed by each Analysts Monday through Friday not to exceed 80 hours Bi-Weekly.

If work will be accomplished remotely the contract employee should have access to high-speed internet in order to sign into GSA’s VPN and systems during their tour of duty hours.

Contractor to provide the GSA COR with their employees’ schedule and primary location where tasks will be accomplished every 2 weeks. If primary location changes, the Contractor should provide updated location to GSA’s COR.

PERIOD OF PERFORMANCE

Base year: April 1, 2024 - March 31, 2025

Option year 1: April 1, 2025 - March 31, 2026

Option year 2: April 1, 2026 - March 31, 2027

Option year 3: April 1, 2027 - March 31, 2028

Option year 4: April 1, 2028 - March 31, 2029

Technical Evaluation Factors Budget Analyst Professional Support Services

Office of Chief Financial Officer

The contractor is required to dedicate and assign to the project, the key personnel (Program Manager) as named, committed, and accepted in its proposal. The contractors bid shall include a "Technical Package", consisting of the following evaluation criteria in descending order of importance:

Personnel Qualifications (Volume 1)

A. Resume General Comments - Offerors must also affirmatively represent that the proposed key personnel are available to begin work on the contract start date.

All contractors performing services for this project shall be considered key personnel.

Substitutions shall only be accepted if in compliance with the "Substitution of Key Personnel" provision identified in the Scope of Work.

Acceptable: The resumes submitted provided the professional work experience and training to perform the work described.

Submit resume for the following Personnel:

1. Senior Project Manager

Resumes shall not exceed three pages, to include education, employment, degrees, certifications, memberships, etc. and meeting the minimum qualifications as identified in the scope of work.

B. Past Project Narrative General Comments - Past Performance qualifications will include prior CPARs ratings of each company, questionnaires, or references.

Submit a list of no more than five (5) projects of similar nature (1 page per project) that the following individual has performed Project Management duties. It is beneficial that these projects demonstrate ability to carry out the specific duties as identified in the scope of work, including size and complexity. For each project, provide complete project information, project status/date of completion, individual's role on the project, name of owner, point of contact and telephone number.

Acceptable:

At least one reference per similar project must answer "yes" to all of the following questions:

(1) Did the offeror furnish the services that your customer contracted for?

(2) Was the quality of the offeror's performance satisfactory?

(3) Was the offeror generally cooperative?

(4) Did the offeror provide good customer service?

(5) Did the contractor perform well enough that you would use them again to perform similar services?

Preliminary Management Plan General Comments - This factor considers the offeror's methodology to assure the management requirements of the contract are provided as specified. Offerors will be evaluated on the completeness, thoroughness, and adequacy of their Management Plan.

A. Project Definition and Objectives - Explain on no more than five pages how you would staff this project, including the key personnel, and what your firm considers to be the most important aspects for making this project successful. Also explain your firm's communication plans to report and relay information to all parties involved with the execution of the project.

B. Team Organization and Responsibility Matrix - Submit a graphical matrix that identifies the proposed individuals and their responsibilities on this project.

Acceptable:

The Management Plan adequately satisfied the below description in items (1) through (5).

An Offeror's Management Plan shall address:

(1) Offeror's proposed management approach summary.

(2) The staffing resources that will perform and review the tasks that is asked of them.

(3) Offeror's methods for identifying and preventing defects in the quality of service.

(4) Offeror's plans to respond to, investigate, and provide all required services that are required.

(5) A plan for keeping and maintaining records.

Price (Volume 2):

Provide a detailed price proposal that clearly identifies the proposed unit of issue by categories and associated rates from your Multiple Award Schedules (MAS). Contractors are encouraged to provide assumptions used to arrive at the proposed price. Discounted rates must be separately identified. All hourly rates will be accepted as fixed rates.

All proposals meeting the above-mentioned technical evaluation factors will then be evaluated on price. The Contractor shall provide a price proposal for the proposed services outlined in the SOW.

Price evaluation will be accomplished by adding the evaluated prices for each line Item listed in the Offeror's pricing proposal. The sum of the line price will be the Total Evaluated Price for the purposes of evaluation. The Offeror's pricing will be evaluated to determine if the prices proposed are fair and reasonable.

Basis of Award:

The Government intends to award the project to the Offeror providing the Lowest Price Technical Acceptable (LPTA). Responses to all the Evaluation Factors must meet the standards for evaluation in order to be considered "Technically Acceptable". All proposals will be reviewed for their ability to meet the technical requirements. Proposal that do not meet all of the technical acceptability requirements, will not receive any further consideration and shall be ineligible for further evaluation. Those proposals that are determined to be technically acceptable will be ranked by their price as described above. The Government will award a firm fixed price contract resulting from this solicitation to the responsible Offeror whose proposal conforming to the solicitation will be most advantageous to the Government, price and technical factors considered.

Other Evaluation Considerations:

The proposal must be clearly and concisely written. Failure to comply with the terms and conditions of this Request For Proposal (RFP) or failure to submit all documents required may result in the proposal being removed from consideration for contract award.

All proposals must be complete, self-sufficient, and respond directly to the requirements of this RFP. Any commitments made in the proposal shall become a part of the resultant proposal. In no case shall words like "we will comply with the requirements of the order", "candidate meets all requirements", or equivalent statements, be acceptable to meet the requirements of this RFP.

Failure to comply with these instructions may result in the Government summarily rejecting the proposal. This RFP may be formally amended to incorporate changes, answer questions, extend the proposal due date, or other actions as deemed necessary by the Contracting Officer. Offerors must acknowledge all amendments with their proposal to be eligible for evaluation.

1.0 Terms & Conditions

1.1 REQUIRED INSURANCE (IAW FAR 28.306(b))

Reference FAR clause 52.228-5 entitled "Insurance . . ." as included in the Schedule 871-7 contract clauses, and BPA. The Contractor shall, at its own expense, procure and thereafter maintain the following kinds of insurance with respect to performance under the contract.

(a) Workmen's Compensation and Employers Liability Insurance as required by law except that if this contract is to be performed in a State which does not require or permit private insurance, then compliance with the statutory or administrative requirements in any such State will be satisfactory. The required Workmen's Compensation insurance shall extend to cover employer's liability for accidental bodily injury or death and for occupational disease with a minimum liability limit of $100,000 or per statute.

(b) General Liability Insurance. Bodily injury liability insurance, in the minimum limits of $500,000 per occurrence shall be required on the comprehensive form of policy. Property minimum limits of $100,000 per occurrence.

(c) Automobile Liability Insurance. This insurance shall be required on the comprehensive form of policy and shall provide bodily injury liability and property damage liability covering the operation of all automobiles used in connection with the performance of the contract. At least the minimum limits of $200,000 per person and $500,000 per occurrence for bodily injury and $20,000 per occurrence for property damage shall be required.

(d) The Certificate of Insurance shall provide for thirty (30) days written notice to the Contracting Officer by the insurance company prior to cancellation or material change in policy coverage. Other requirements and information are contained in the aforementioned “Insurance” clause.

1.2 INSURANCE CERTIFICATE

The contractor agrees to execute an insurance certificate with the Contracting Office in accordance with “Required Insurance”. Refer to GSAM Clause 552.228-5 Government as Additional Insured.

1.3 PERFORMANCE EVALUATIONS

At the conclusion of any Order that exceeds $150,000, the Contracting Office will complete a contractor’s performance evaluation and input into the Contractor Performance Assessment Reporting System (CPARS) and Past Performance Information Retrieval System (PPIRS). Performance evaluations may be completed at any time the Contractor’s performance is considered less than satisfactory. Performance evaluations will be provided electronically through CPARS and contractors will be afforded an opportunity to review and respond to performance evaluations through CPARS. After considering input from the contractor, the Contracting Officer makes the final determination on ratings for all performance evaluations. The performance evaluations may have an impact on the award of future orders.

1.4 AGENCY RULES AND REGULATIONS

The rules and regulations of the agency where services are performed shall apply to the contractor and his employees while on the premises of the building. These regulations included but are not limited to:

presenting valid identification for building access, obeying all posted directives, and providing strict adherence to security direction in instances where security have been dispatched to a particular location.

1.5 KEY PERSONNEL & SUBSTITUTION

(1) The Contractor must assign only those individuals whose resumes, personnel data, or personnel qualification statements have been submitted and determined by the Contracting Officer to meet the minimum requirements of the contract. The contractor must not substitute or add personnel except in accordance with this clause.

(2) Substitution of Personnel.

(a) The Contractor must not substitute personnel for the individuals whose resumes or other personal qualification were submitted with its quote and that were determined by the Contracting Officer to be acceptable at the time of award, unless such substitutions are because of an individual's sudden illness, death, or termination of employment. In any of these events, the Contractor must promptly notify the Contracting Officer and propose substitute personnel as required by paragraph (4) below.

(b) If an individual becomes, for whatever reason, unavailable for work under the contract for a continuous period exceeding thirty (30) working days, or is expected to devote substantially less effort to the planned work, the Contractor must propose a substitute personnel as required by paragraph (4) below.

(4) Request and Review. The Contractor must submit the request for substitute or added personnel in writing to the Contracting Officer at least 15 days before the proposed date of substitution or addition.

The Contractor's request must provide a detailed explanation of the circumstances causing the proposed substitution or addition, a complete resume for the proposed substitute or added personnel, and any additional information required by the Contracting Officer. Proposed substitutes and added personnel must have qualifications equal to or higher than those stated in the contract for the labor category. The Contracting Officer will evaluate the Contractor's request and promptly notify the Contractor of the decision to accept or reject the qualifications of the substitute or added personnel.

(5) The Contracting Officer may terminate the contract if the Contractor has not made suitable, timely, and reasonably forthcoming replacement of personnel who have been reassigned or terminated or otherwise become unavailable to work under the contract or the resulting loss of productive effort would impair the successful completion of the contract. Alternatively, if the Contracting Officer finds the Contractor to be at fault for the condition, then the Contracting Officer may equitably adjust (downward) invoices for the loss or damage as a result of the Contractor's action.

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

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

1. REQUISITION NUMBER

EQBPAA-24-0001

PAGE 1 OF

2. CONTRACT NO. 3. AWARD/EFFECTIVE

DATE

4. ORDER NUMBER 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE

47PM1124R0006

DATE

a. NAME b. TELEPHONE NUMBER (No collect 8. OFFER DUE DATE/

7. FOR SOLICITATION

INFORMATION CALL:

Lisa Witcher-Graves calls) LOCAL TIME 1/22/2024

9:00 AM (EST)

9. ISSUED BY CODE WPH1DD 10. THIS ACQUISITION IS UNRESTRICTED OR SET ASIDE: 100 % FOR:

GSA PBS R11 Office of Acquisitions SMALL BUSINESS WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

Special Programs FDA80 1800 F Street, NW Washington, DC, DC 20405 USA

HUBZONE SMALL

BUSINESS

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

SMALL BUSINESS PROGRAM

EDWOSB

8 (A)

NAICS:

541611

SIZE STANDARD:

11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

12. DISCOUNT TERMS

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13b. RATING

14. METHOD OF SOLICITATION

SEE SCHEDULE RFQ IFB RFP

15. DELIVER TO CODE DC0021ZZ 16. ADMINISTERED BY CODE

18TH AND F STS NW

WASHINGTON, DC 20405-0001

17a. CONTRACTOR/

OFFEROR

CODE FACILITY

CODE

18a. PAYMENT WILL BE MADE BY CODE

TELEPHONE NO.

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN 18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK

OFFER BELOW IS CHECKED SEE ADDENDUM

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

See page 3 for additional information. Please include Cost breakdown on Company Letterhead with your Proposal

Package as Volume I: Pricing

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

25. ACCOUNTING AND APPROPRIATION DATA

Please see attached

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

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

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

ARE

ARE

ARE NOT ATTACHED

ARE NOT ATTACHED

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

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

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED

29. AWARD OF CONTRACT: REF. OFFER

DATED . . YOUR OFFER ON SOLICITATION

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

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

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

Patricia Davis

31c. DATE SIGNED

12/11/2023

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

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

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELPHONE NUMBER OF AUTHORZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

36. PAYMENT

COMPLETE PARTIAL FINAL

37. CHECK NUMBER

PARTIAL FINAL

38. S/R ACCOUNT NO. 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT 42a. RECEIVED BY (Print)

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42b. RECEIVED AT (Location)

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

STANDARD FORM 1449 (REV. 2/2012) BACK

GENERAL SERVICES ADMINISTRATION

PAGE OF

2 3

ITEM NO.

(a)

SUPPLIES OR SERVICES

(b)

QUANTITY

ORDERED

(c)

UNIT

(d)

UNIT PRICE

(e)

AMOUNT

(f)

0001 Budget Analyst II - 6 Positions 12 MO

Budget Analyst II - 6 Positions. Performance period for this project will be April 1, 2024 - March 31, 2025 for the base year.

Deliverable

PSC: R499 -- SUPPORT- PROFESSIONAL: OTHER

Contract Type: Firm Fixed Price

PoP: 04/01/2024 - 03/31/2025

Place of Performance: 18TH AND F STS NW WASHINGTON, DC

20405-0001

1001 Budget Analyst II - 6 Positions - Option Yr 1 12 MO

Budget Analyst II - 6 Positions. Performance period for this project will be April 1, 2025 - March 31, 2026 Option Yr 1.

Deliverable

PSC: R499 -- SUPPORT- PROFESSIONAL: OTHER

Contract Type: Firm Fixed Price

PoP: 04/01/2025 - 03/31/2026

Place of Performance: 18TH AND F STS NW WASHINGTON, DC

20405-0001

2001 Budget Analyst II - 6 Positions - Option Yr 2 12 MO

Budget Analyst II - 6 Positions. Performance period for this project will be April 1, 2026 - March 31, 2027 Option Yr 2.

Deliverable

PSC: R499 -- SUPPORT- PROFESSIONAL: OTHER

Contract Type: Firm Fixed Price

PoP: 04/01/2026 - 03/31/2027

Place of Performance: 18TH AND F STS NW WASHINGTON, DC

20405-0001

3001 Budget Analyst II - 6 Positions - Option Yr 3 12 MO

Budget Analyst II - 6 Positions. Performance period for this project will be April 1, 2027 - March 31, 2028.

Deliverable

PSC: R499 -- SUPPORT- PROFESSIONAL: OTHER

Contract Type: Firm Fixed Price

PoP: 04/01/2027 - 03/31/2028

Place of Performance: 18TH AND F STS NW WASHINGTON, DC

20405-0001

4001 Budget Analyst II - 6 Positions - Option Yr 4 12 MO

Budget Analyst II - 6 Positions. Performance period for this project will be April 1, 2028 - March 31, 2029 Option Yr 4.

GENERAL SERVICES ADMINISTRATION

PAGE OF

3 3

ITEM NO.

(a)

SUPPLIES OR SERVICES

(b)

QUANTITY

ORDERED

(c)

UNIT

(d)

UNIT PRICE

(e)

AMOUNT

(f)

Deliverable

PSC: R499 -- SUPPORT- PROFESSIONAL: OTHER

Contract Type: Firm Fixed Price

PoP: 04/01/2028 - 03/31/2029

Place of Performance: 18TH AND F STS NW WASHINGTON, DC

20405-0001

Certificate of Current Cost or Pricing Data

This is to certify that, to the best of my knowledge and belief, the cost or pricing data (as defined in section 2.101 of the Federal Acquisition Regulation (FAR) and required under FAR subsection 15.403-4) submitted, either actually or by specific identification in writing, to the Contracting Officer or to the Contracting Officer's representative in support of Request for Proposal: EQBR4RC-24-0001/47PM1124R0005* Proposal: EQBPAA-24-0001/47PM1124R0006 are accurate, complete, and current as of _____________________**. This certification includes the cost or ____________**. This certification includes the cost or pricing data supporting any advance agr pricing data supporting any advance agreements and forward pricing rate agreements and forward pricing rate agreements between the offeror and the Government that are part of the proposal.

Firm _____________________________________________

Signature _________________________________________

Name ____________________________________________

Title _____________________________________________

Date of execution***________________________________

* Identify the proposal, request for price adjustment, or other submission involved, giving the appropriate identifying number (e.g., RFP No.).

** Insert the day, month, and year when price negotiations were concluded and price agreement was reached or, if applicable, an earlier date agreed upon between the parties that is as close as practicable to the date of agreement on price.

***Insert the day, month, and year of signing, which should be as close as practicable to the date when the price negotiations were concluded and the contract price was agreed to.

(End of certificate) https://www.acquisition.gov/far/2.101#FAR_2_101 https://www.acquisition.gov/far/15.403-4#FAR_15_403_4

1.0 Terms & Conditions

1.1 REQUIRED INSURANCE (IAW FAR 28.306(b))

Reference FAR clause 52.228-5 entitled "Insurance . . ." as included in the Schedule 871-7 contract clauses, and BPA. The Contractor shall, at its own expense, procure and thereafter maintain the following kinds of insurance with respect to performance under the contract.

(a) Workmen's Compensation and Employers Liability Insurance as required by law except that if this contract is to be performed in the State which does not require or permit private insurance, then compliance with the statutory or administrative requirements in any such State will be satisfactory. The required Workmen's Compensation insurance shall extend to cover employer's liability for accidental bodily injury or death and for occupational disease with a minimum liability limit of $100,000 or per statute.

(b) General Liability Insurance. Bodily injury liability insurance, in the minimum limits of $500,000 per occurrence shall be required on the comprehensive form of policy. Property minimum limits of $100,000 per occurrence.

(c) Automobile Liability Insurance. This insurance shall be required on the comprehensive form of policy and shall provide bodily injury liability and property damage liability covering the operation of all automobiles used in connection with the performance of the contract. At least the minimum limits of $200,000 per person and $500,000 per occurrence for bodily injury and $20,000 per occurrence for property damage shall be required.

(d) The Certificate of Insurance shall provide for thirty (30) days written notice to the Contracting Officer by the insurance company prior to cancellation or material change in policy coverage. Other requirements and information are contained in the aforementioned “Insurance” clause.

1.2 INSURANCE CERTIFICATE

The contractor agrees to execute an insurance certificate with the Contracting Office in accordance with “Required Insurance”. Refer to GSAM Clause 552.228-5 Government as Additional Insured.

1.3 NOTICE OF CONSTRUCTIVE CHANGES

No order, statement or direction of the Contracting Officer, an authorized representative of the Contracting Officer whether or not acting within the limits of his authority, or any other representatives of the Government, shall constitute a change order under the “Changes” clause of this contract or entitle the contractor(s) to an equitable adjustment of the price or delivery schedule, unless such a change is issued in writing and signed by the Contracting Officer.

1.4 POST-AWARD CONFERENCE

Prior to commencing work under the Order, the Contractor must meet with the Contracting Officer and/or designated technical personnel at a mutually agreeable time to discuss and develop mutual understandings concerning schedule and administering work.

1.5 PERFORMANCE EVALUATIONS

At the conclusion of any Order that exceeds $150,000, the Contracting Office will complete a contractor’s performance evaluation and input into the Contractor Performance Assessment Reporting System (CPARS) and Past Performance Information Retrieval System (PPIRS). Performance evaluations may be completed at any time the Contractor’s performance is considered less than satisfactory. Performance evaluations will be provided electronically through CPARS and contractors will be afforded an opportunity to review and respond to performance evaluations through CPARS. After considering input from the contractor, the Contracting Officer makes the final determination on ratings for all performance

1.7 DESIGNATION OF GOVERNMENT PROVIDED INSPECTOR

The Technical Inspector or his authorized representative is designated as the representative of the Contracting Officer for the purpose of performing quality assurance for the Government, which includes performing technical surveillance and monitoring workmanship and compliance with the scope of work.

This provision in no way authorizes anyone other than the Contracting Officer to commit the Government to changes in the terms of this contract.

1.8 KEY PERSONNEL & SUBSTITUTION

(1) The Contractor must assign only those individuals whose resumes, personnel data, or personnel qualification statements have been submitted and determined by the Contracting Officer to meet the minimum requirements of the contract. The contractor must not substitute or add personnel except in accordance with this clause.

(2) Substitution of Personnel.

(a) The Contractor must not substitute personnel for the individuals whose resumes or other personal qualification were submitted with its quote and that were determined by the Contracting Officer to be acceptable at the time of task order award, unless such substitutions are because of an individual's sudden illness, death, or termination of employment. In any of these events, the Contractor must promptly notify the Contracting Officer and propose substitute personnel as required by paragraph (4) below.

(b) If an individual becomes, for whatever reason, unavailable for work under the contract for a continuous period exceeding thirty (30) working days, or is expected to devote substantially less effort to the planned work, the Contractor must propose a substitute personnel as required by paragraph (4) below.

(4) Request and Review. The Contractor must submit the request for substitute or added personnel in writing to the Contracting Officer at least 15 days before the proposed date of substitution or addition.

The Contractor's request must provide a detailed explanation of the circumstances causing the proposed substitution or addition, a complete resume for the proposed substitute or added personnel, and any additional information required by the Contracting Officer. Proposed substitutes and added personnel must have qualifications equal to or higher than those stated in the contract for the labor category. The Contracting Officer will evaluate the Contractor's request and promptly notify the Contractor of the decision to accept or reject the qualifications of the substitute or added personnel.

(5) The Contracting Officer may terminate the contract if the Contractor has not made suitable, timely, and reasonably forthcoming replacement of personnel who have been reassigned or terminated or otherwise become unavailable to work under the contract or the resulting loss of productive effort would impair the successful completion of the contract. Alternatively, if the Contracting Officer finds the Contractor to be at fault for the condition, then the Contracting Officer may equitably adjust (downward) invoices for the loss or damage as a result of the Contractor's action.

evaluations. The performance evaluations may have an impact on the award of future orders.

1.6 AGENCY RULES AND REGULATIONS

The rules and regulations of the agency where services are performed shall apply to the contractor and his employees while on the premises the building. These regulations included but are not limited to:

presenting valid identification for building access, obtaining and using vehicle passes for all contractor-owned and/or privately owned vehicles, obeying all posted directives, and providing strict adherence to security police direction in instances where security police have been dispatched to a particular location.

1.10 CONTRACT HOURLY RATE

The GSA estimated man-hours are solely for evaluation of the fully burdened hourly rates contained in each quote and do not guarantee the actual work nor the specific level of effort to be performed. The hourly rate proposed by the quoter and accepted at contract award are to be fixed for the duration of the contract/order, including any short term extensions not exceeding six months and at no time shall exceed the BPA rate. The associated numbers of estimate labor hours are not guaranteed.

1.11 ROLES

(a) Contracting Officer (CO). The Contracting Officer is the final authority in all contractual matters relating to this contract as well as to any design, construction or other type of contract associated with this contract. The CO has overall responsibility for administration of this contract and is authorized to take action on behalf of the Government to amend, modify, or deviate from contract terms, conditions, requirements, specifications, details, and delivery schedules. The CO may delegate certain responsibilities to authorized representatives.

(b) Contracting Officer’s Authorized Representative (COR). The CO will delegate a COR to assist the CO in the discharge of contract administration duties. Under this order, the basic responsibilities of the COR include: determining the adequacy of performance by the CM in accordance with the terms and conditions of this order; acting as the Government Representative in charge of work at the respective sites; ensuring compliance with the contract requirements insofar as the work is concerned; conducting prompt payment meetings; advising the CO of any factors which may cause significant delays in performance of work. All services rendered under this contract shall be provided to the COR, except for those services reserved to the CO and identified in this contract or in the memorandum delegating authority to the COR.

1.12 ACCESS TO GOVERNMENT FACILITIES

Access to all Government facilities specified in the schedule shall be coordinated with the COR. While contractor personnel are at Government facilities, they shall comply with all rules and regulations of the site. The scheduling of access to Government facilities shall be under the control of the Government.

Facility availability will, however, be scheduled to permit timely performance of agreement requirements.

While at the Government facility, all contractor personnel shall wear badges which clearly identify the wearer as a contractor (non-Government) employee. Such badges shall be provided by the contractor, unless otherwise provided by the Government facility. The contractor will be held responsible to secure HSPD-12 clearance, in addition to any other security clearances required by GSA’s client agency, as applicable.

1.13 Clauses

Those clauses provided for in your GSA Schedule contract and Blanket Purchase Agreement apply to this requirement.

1.9 INVOICES AND PAYMENT

(a) Invoices must adhere to the requirements set forth in your GSA Schedule contract per FAR 52.212-4 Alt 1 Contract Terms and Conditions – Commercial Items (Alt 1) (52.212-4(g)1). In addition to the requirements, the requestor must include the Obligation PDN number which can be found on the GSA 300 order form.

(b) Supporting documentation as outlined in Alt 1 of 52.212-4(i)(4)(ii)(A-D) is required.

(c) The link for the vendor to upload invoices is: https://finance.ocfo.gsa.gov. You must be registered in order to use the website and the site will guide you through this process. Customer Service email fw-customersupport@gsa.gov.

II.���� SECTION�889�PROVISIONS/CLAUSES�

(1)� FAR�52.204-24�Representation�Regarding�Certain�Telecommunications�and�

Video�Surveillance�Services�or�Equipment�(DEC�2020)�

The�Offeror�shall�not�complete�the�representation�at�paragraph�(d)(1)�of�this�provision�if�the� Offeror�has�represented�that�it�"does�not�provide�covered�telecommunications�equipment�or� services�as�a�part�of�its�offered�products�or�services�to�the�Government�in�the�performance�of� any�contract,�subcontract,�or�other�contractual�instrument"�in�paragraph�(c)(1)�in�the�provision� at�52.204-26,�Covered�Telecommunications�Equipment�or�Services—Representation,�or�in� paragraph�(v)(2)(i)�of�the�provision�at�52.212-3,�Offeror�Representations�and�Certifications- Commercial�Items.�The�Offeror�shall�not�complete�the�representation�in�paragraph�(d)(2)�of� this�provision�if�the�Offeror�has�represented�that�it�"does�not�use�covered�telecommunications� equipment�or�services,�or�any�equipment,�system,�or�service�that�uses�covered� telecommunications�equipment�or�services"�in�paragraph�(c)(2)�of�the�provision�at�52.204-26,� or�in�paragraph�(v)(2)(ii)�of�the�provision�at�52.212-3.� ������(a)�Definitions.�As�used�in�this�provision—� ������Backhaul,�covered�telecommunications�equipment�or�services,�critical�technology,� interconnection�arrangements,�reasonable�inquiry,�roaming,�and�substantial�or�essential� component�have�the�meanings�provided�in�the�clause�52.204-25,�Prohibition�on�Contracting� for�Certain�Telecommunications�and�Video�Surveillance�Services�or�Equipment.�

I. CLAUSES�INCORPORATED�IN�FULL�TEXT

(1)��52.217-8�Option�to�Extend�Services�(Nov�1999)

The�Government�may�require�continued�performance�of�any�services�within�the�limits�and�at the�rates specified�in�the�contract.�These�rates�may�be�adjusted�only�as�a�result�of�revisions to�prevailing�labor�rates�provided�by�the�Secretary�of�Labor.�The�option�provision�may�be exercised�more�than�once,�but�the�total�extension�of�performance�hereunder�shall not�exceed 6�months.�The�Contracting�Officer�may�exercise�the�option�by�written�notice�to�the�Contractor within�30�calendar�days.

(End�of�Clause)

(2)��52.217-9�Option�to�Extend�the�Term�of�the�Contract�(MAR�2000)

The�Government�may�extend�the�term�of this�contract�by�written�notice�to�the Contractor�within30�calendar�days;�provided�that�the�Government�gives�the Contractor�a�preliminary�written�notice�of�its�intent�to�extend�at�least�60�calendar days�before�the�contract�expires.�The�preliminary�notice does�not�commit�the Government�to�an extension.�If�the�Government�exercises�this�option,�the�extended contract�shall�be�considered�to�include this�option clause.�The�total�duration�of�this contract,�including�the�exercise�of�any�options�under�this�clause, shall�not�exceed five�(5) years.

(End�of�Clause)

Return with Proposal on 1/22/2024

����(b)�Prohibition.�

(1)�Section�889(a)(1)(A)�of�the�John�S.�McCain�National�Defense�Authorization�Act�for� Fiscal�Year�2019�(Pub.�L.�115-232)�prohibits�the�head�of�an�executive�agency�on�or�after� August�13,�2019,�from�procuring�or�obtaining,�or�extending�or�renewing�a�contract�to�procure� or�obtain,�any�equipment,�system,�or�service�that�uses�covered�telecommunications� equipment�or�services�as�a�substantial�or�essential�component�of�any�system,�or�as�critical� technology�as�part�of�any�system.�Nothing�in�the�prohibition�shall�be�construed�to—� ����������������(i)�Prohibit�the�head�of�an�executive�agency�from�procuring�with�an�entity�to� provide�a�service�that�connects�to�the�facilities�of�a�third-party,�such�as�backhaul,�roaming,�or� interconnection�arrangements;�or� ����������������(ii)�Cover�telecommunications�equipment�that�cannot�route�or�redirect�user�data� traffic�or�cannot�permit�visibility�into�any�user�data�or�packets�that�such�equipment�transmits� or�otherwise�handles.� �����������(2)�Section�889(a)(1)(B)�of�the�John�S.�McCain�National�Defense�Authorization�Act� for�Fiscal�Year�2019�(Pub.�L.�115-232)�prohibits�the�head�of�an�executive�agency�on�or�after� August�13,�2020,�from�entering�into�a�contract�or�extending�or�renewing�a�contract�with�an� entity�that�uses�any�equipment,�system,�or�service�that�uses�covered�telecommunications� equipment�or�services�as�a�substantial�or�essential�component�of�any�system,�or�as�critical� technology�as�part�of�any�system.�This�prohibition�applies�to�the�use�of�covered� telecommunications�equipment�or�services,�regardless�of�whether�that�use�is�in�performance� of�work�under�a�Federal�contract.�Nothing�in�the�prohibition�shall�be�construed�to—�

����������������(i)�Prohibit�the�head�of�an�executive�agency�from�procuring�with�an�entity�to� provide�a�service�that�connects�to�the�facilities�of�a�third-party,�such�as�backhaul,�roaming,�or� interconnection�arrangements;�or� ����������������(ii)�Cover�telecommunications�equipment�that�cannot�route�or�redirect�user�data� traffic�or�cannot�permit�visibility�into�any�user�data�or�packets�that�such�equipment�transmits� or�otherwise�handles.�…