47QACA25R0057_OIG_25_C_13036_Statement of Work_Congressional Tracking Services_2025-07-03.pdf

STATEMENT OF WORK (SOW)

FOR

CONGRESSIONAL AND LEGISLATIVE INFORMATION AND

TRACKING SERVICE

FOR

US SMALL BUSINESS ADMINISTRATION

OFFICE OF INSPECTOR GENERAL

JUNE 13, 2025

1. Background

The Office of Inspector General (OIG) is an independent component of the U.S. Small Business Administration (SBA). The SBA OIG is responsible for preventing and detecting fraud, waste, and abuse in the department’s programs and operations. This acquisition is for a congressional and legislative information and tracking service which will enable the OIG to monitor legislation and other congressional actions affecting the SBA, the OIG, and the Inspector General community as a whole, in order to effectively carry out its mission under the Inspector General Act of 1978 as amended.

2. Objectives

The goal ad expectations of this contract is to provide the SBA Office of Inspector General with the comprehensive resources and tools to bot identify, synthesize, and report to organizational leadership on new or current happening in the U.S. Congressional and Legislative Affairs arena that may impact the execution of the SBA Office of Inspector General’s mission.

3. Scope

The contractor shall provide all resources necessary to accomplish the tasks and deliverables described in this work statement. The contractor shall provide an online cloud based digital software in the area of Congressional and Legislative Affairs which provides critical mission support to all MEFs (i.e., financial, budgeting, and acquisition services; human resources such as payroll and hiring; essential records management; and information systems and telecommunications.

4. Specific Tasks

The vendor will provide a 12-month license for five (5) users for the services listed below. The OIG shall have the ability to modify the contract to increase the number of licenses. Additionally, the OIG shall have the ability to exercise the option to extend the contract an additional four years.

Federal Budget Tracking and Alerts Federal Budget News Congressional Transcripts (Committee and Newsmaker) Amendment Text Committee Coverage (Amendments and News) Bill Text Bill Tracking and Alerts Committee Reports Committee News Coverage Custom Alerts Congressional Member Profiles Congressional Directory (Personal and Committee Offices) Congressional Schedules, to include floor, committee, and congressional session Congressional News Coverage and Any Proprietary Congressional Reporting Daily Congressional News and Highlights by email.

Congressional Research Service Reports CRS Reports Full – Package C (Business, Finance, Economics, and Housing) Congressional Record

Congressional Record Tracking and Alerts U.S. Code Public Law Text

5. Deliverables/Delivery Schedule

Vendor will provide five (5) licenses for the services listed above for a 12-month basis, with the option for contract extension four additional years.

Table 1: Deliverables

Deliverable Title Task Reference

Frequency Medium/Format Recipient

Congressional and Legislative Information and Tracking Service Licenses

Task Reference Four (4)

Annually Online Cloud Based Digital Software

SBA Office of Inspector General

6. Inspection and Acceptance

The government will review, for completeness, preliminary or draft deliverables submitted by the Contractor, and may return them to the Contractor for correction. Absence of comments by the government will not relieve the Contractor of the responsibility for complying with the requirements of this work statement. Final approval and acceptance of deliverables required herein shall be provided to the contractor in writing by the designated government official. The Contractor shall not construe any letter of acknowledgment of receipt as a waiver of review, or as an acknowledgment that a deliverable is in conformance with this work statement. Any approval given during preparation of a deliverable, or approval for shipment shall not guarantee the final acceptance of the completed deliverable.

7. Security

a. Physical Security The Contractor shall establish and comply with appropriate administrative, technical, and physical safeguards to protect all Government data, property, facilities, and personnel.

i. Data All electronic data and documentation provided or made accessible by the Government, and all electronic data and documentation produced during performance of the services associated with this award are the property of, and are owned by, the Government.

The Contractor shall not disclose and must safeguard all data and personnel work products that are obtained or generated in the performance of this contract. The Contractor shall not access data or documentation that is not required in the performance of services awarded via this contract/task order, even if the data or documentation is available to contractor personnel. The Contractor shall immediately report any instance of non-compliance with this requirement to the Contracting Officer.

The government may authorize contractor access to controlled, sensitive, classified, or other government information for use in performance of this contract. The term “government information” includes information furnished by the government and information acquired or developed by the contractor in performance of the contract. The contractor shall provide immediate written notification the Contracting Officer if a breach of any of the requirements in this section occurs.

The contractor shall not publish or otherwise divulge government information, in whole or in part, in any manner or form, or authorize or permit others to do so, taking such measures as are necessary to restrict access to such information to only those employees needing the information to perform work required by the contract, i.e., on a “need to know” basis. The contractor is cautioned that its employees and subcontractors have no blanket authorization for access to government information based on their employment status.

Government data, including electronic data, shall not be removed from the Government facility without the express permission of the Contracting Officer or the Contracting Officer’s Representative.

Government data including documentation shall be surrendered to the Government upon contract completion and upon request. Government personnel, including government security personnel, have the express right to inspect documentation for any reason and at any time during the term of this award. The contractor shall ensure that direct and subcontract employees:

• Only access information required to perform their tasks as specified in this contract, and do not access information that is not required to perform these tasks.

• Ensure continuous government access to their work product in support of this contract.

• Do not email government information to non-government email accounts.

• Do not discuss government information with non-government personnel (including the contractor employee’s management).

• Do not remove, or conspire to remove, government information out of a government facility or system, either physical and electronic, without written Contracting Officer or Contracting Officer Representative authorization.

• Comply with non-disclosure agreements.

• Protect the confidentiality of government information, and do not disclose government information to any unauthorized person.

ii. Facilities The contractor and all associated subcontractors’ employees shall comply with all facility access and use policies and procedures, including security policies and procedures. Questions shall be referred to the Contracting Officer’s Representative. The contractor shall provide all information required for background checks to meet facility access requirements. The contractor shall comply with all personal identity verification requirements associated with facility access. Should the security procedures at any individual facility change, the Government may require changes in contractor security matters or processes.

iii. Property and Personnel The Contractor shall report threats to government property and personnel employed by or supporting the Government.

To help ensure the protection of the life and health of all persons, and to help prevent damage to property, the Contractor shall comply with all Federal, State, and local laws and regulations applicable to the work being performed under this contract. These laws are implemented or enforced by the

Environmental Protection Agency, Occupational Safety and Health Administration (OSHA) and other regulatory/enforcement agencies at the Federal, State, and local levels.

The Contractor agrees to use only qualified, responsible, ethical, and capable people to perform the work. Contractor employees shall perform services at all times in a professional, ethical manner.

Unprofessional, unethical, or threatening conduct will not be tolerated. Contractor employees with knowledge of unprofessional, unethical, or threatening behavior or conduct by any person shall immediately report such behavior or conduct to the Contractor. The Contractor shall immediately report receipt of a report concerning such behavior or conduct to the Contracting Officer.

The contractor and its employees shall only conduct business covered by this contract during periods paid for by the government and shall not conduct any other business on government premises or government time. The contractor shall not use government time, equipment, materials except for the express purpose of providing government support.

Contract personnel attending meetings, answering Government telephones, and working in other situations where their contractor status is not obvious to third parties shall identify themselves as Contractors to avoid creating an impression that they are Government officials. The Contractor shall also ensure that all documents or reports produced by the Contractor are suitably marked as Contractor products or that Contractor participation is appropriately disclosed.

The Contractor shall, at its own expense, immediately remove employees who have displayed or are displaying or engaging in unprofessional, unethical, or threatening behavior or conduct. The Contracting Officer may require that the Contractor remove from the job at its own expense, employees who jeopardize or interfere with mission accomplishment, or endanger or threaten to endanger persons or property, or whose continued employment under this contract is inconsistent with the interest of agency security.

8. Packaging, Packing, and Shipping

The contractor shall ensure that all items are preserved, packaged, packed, and marked in accordance with best commercial practices to meet the packing requirements of the carrier and to ensure safe and timely delivery at the intended destination. All data and correspondence submitted shall reference:

• Contract/order number

• Small Business Administration

• Office of Inspector General

• Contracting Officer Representative – Justice Owen (with Cecily Mercer as Alternate)

• Program Officer Representative/Requestor – James Partlow IV

• Description of the items contained therein

9. Government Furnished Property/Equipment/Information

There will not be any government furnished property, equipment, or information provided to the contractor.

10. Type of Contract

The Government anticipates award of a Single Award - Sole Source type contract.

11. Period of Performance

The period of performance consists of a base year and four (4) option year periods.

Table 2 – Period of Performance

Period Start Date End Date Base Year June 31, 2025 June 30, 2026 Option 1 June 31, 2026 June 30, 2027 Option 2 June 31, 2027 June 30, 2028 Option 3 June 31, 2028 June 30, 2029 Option 4 June 31, 2029 June 30, 2030

12. Place of Performance

The primary place of performance will be at the Contractor’s facility or approved alternate work site.

Contractor employees are permitted to telework in accordance with the contract terms and conditions.

13. Hours of Operation

The Contractor is responsible for providing support between the hours of 0900 and 1900 Monday through Friday, except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government-directed facility closings. The Contractor must maintain an adequate work force for the uninterrupted performance of all tasks defined within this work statement when the Government facility is not closed for the above reasons.

When hiring personnel, the Contractor shall keep in mind the stability and continuity of the work force are essential.

14. Travel and Other Direct Costs (ODC)

Travel is not required in support of the requirements in this work statement.

15. Key Personnel

Key personnel are those personnel considered essential to successful contractor performance. The following are considered key personnel –

• Francine Hines, SBA OIG Assistant Inspector General for Management and Operations

• James Partlow IV, SBA OIG Manager of Internal Communications

• Justice Owen, SBA OIG Administrative Officer

The Contractor agrees the above key personnel shall not be removed from the contract effort, replaced, or added to the contract without a compelling reason and without compliance with the requirements of this section. The Government will not approve substitutions for the sole convenience of the contractor.

If any change to the key personnel position becomes necessary (substitutions or additions), the Contractor shall immediately notify the Contracting Officer. All requests for approval of substitutions of key personnel under this contract shall be in writing and provide a detailed explanation of the circumstances necessitating the proposed substitutions. The proposed replacement personnel must be of at least substantially equal ability and qualifications as the individuals currently approved for that category unless an exception is approved by the Contracting Officer. Exceptions requested by the contractor shall be submitted in writing and detail the suggested contract price adjustment.

Requests for change to key personnel must include the following –

• Resume of the proposed replacement personnel.

• A comparison of skills and qualifications to those set forth in the accepted resume proposed for substitution.

• A signed employee procurement integrity agreement.

• Number of hours the contractor will provide at his/her own expense to train the proposed replacement.

• Any other information requested by the Contracting Officer to reach a decision.

No substitution or replacement of the key personnel shall be approved within the first ninety (90) days after contract award.

16. Conflicts of Interest

No potential organizational conflicts of interest have been identified by the government. The contractor shall ensure that neither the contractor or any subcontractor is biased because of financial, contractual, organizational, or other interests which relate to the work under this contract. The contractor agrees it will make an immediate and full disclosure, in writing, to the Contracting Officer of any potential or actual organizational conflict of interest or the existence of any facts that may cause a reasonably prudent person to question the contractor's impartiality because of the appearance or existence of bias or an unfair competitive advantage. Such disclosure shall include a description of the actions the contractor has taken or proposes to take to avoid, neutralize, or mitigate any resulting conflict of interest.

17. Transition Plan

In the event of a need to transition the Congressional and Legislative Information and Tracking Service, the SBA Office of Inspector General expects the current contractor to develop a transition plan that includes the migration or sharing of all custom materials under the respective licenses such as: custom searches, custom alerts, groupings of information, etc.