MAS - The Regulatory Group Inc. - 47QRAA18D006K

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Federal Supply Schedule 47QRAA18D006K Federal contract IDV
Contract number
47QRAA18D006K
Issued by
GSA Federal Acquisition Service

About this file

This document provides a price list for professional services and products available under a Multiple Award Schedule contract held by The Regulatory Group, Inc. with the GSA Federal Acquisition Service. The contract was awarded on March 19, 2018 with an expiration date of March 18, 2028.

The Regulatory Group offers services including regulatory training, drafting, research and report writing to assist federal agencies with regulatory processes and legal requirements. Labor categories defined in the price list range from junior analysts to principal consultants. Products include a comments analysis software tool called DocketScope to improve efficiency in regulatory comment reviews. Pricing is provided for on-site training courses covering topics such as regulatory drafting, guidance development and economic analysis. Electronic subscriptions to DocketScope are available annually or monthly on a per-user basis.

The Regulatory Group Inc. Pricelist and/or Vendor Terms and Conditions for 47QRAA18D006K, a Federal Supply Schedule awarded to The Regulatory Group Inc., under The Professional Services Schedule (PSS)

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GENERAL SERVICES ADMINISTRATION

Federal Acquisition Service

Authorized Federal Supply Schedule Price List

On-line access to contract ordering information, terms and conditions, up-to-date pricing, and the option to create an electronic delivery order are available through GSA Advantage!®, a menu-driven database system. The INTERNET address GSA

Advantage!® is: GSAAdvantage.gov.

Multiple Award Schedule

FSC Group: Professional Services

Contract number: 47QRAA18D006K Contract period: March 19, 2023 – March 18, 2028

The Regulatory Group, Inc.

1101 Wilson Blvd., 6th Floor

Arlington, VA 22209

(703) 224-9000 Fax (703) 224-9001 www.RegulationWriters.com

Contract Administrator:

Andrew Emery andrew@reg-group.com

Business size: Small

For more information on ordering go to the following website: https://www.gsa.gov/schedules.

Price List Current as of Modification #PS-0019, effective September 6, 2024

Prices Shown Herein are Net (discount deducted) mailto:andrew@reg-group.com https://www.gsa.gov/schedules

MAS, Federal Supply Schedule Price List Contract No. 47QRAA18D006K

The Regulatory Group, Inc. 2

Table of Contents

THE REGULATORY GROUP, INC., AND MULTIPLE AWARD SCHEDULE 3

541611- MANAGEMENT AND FINANCIAL CONSULTING, ACQUISITION AND GRANTS

MANAGEMENT SUPPORT, AND BUSINESS PROGRAM AND PROJECT MANAGEMENT

SERVICES 4

611430-PROFESSIONAL AND MANAGEMENT DEVELOPMENT TRAINING 12

54151ECOM-ELECTRONIC COMMERCE AND SUBSCRIPTION SERVICES 16

CUSTOMER INFORMATION 178

APPENDIX A – END USER LICENSING AGREEMENT 21

APPENDIX B – TERMS OF SERVICE 31

The Regulatory Group, Inc. 3

The Regulatory Group, Inc., and Multiple Award Schedule

About The Regulatory Group, Inc.

The Regulatory Group, Inc., (TRG) is a Washington-based consulting firm that specializes in providing technical support for regulatory training, drafting of regulatory documents, analyzing public comments in rulemaking, and policy development. Its clients are Federal agencies that need assistance in carrying out their regulatory functions and Federal agency employees who need training to carry out the objectives of their agency more effectively. TRG also is a reseller of DocketScope® comments analysis software.

About MAS

The Multiple Award Schedule (MAS) offers government contracts with companies to help agencies improve their management and organizational effectiveness through the use of specialized consulting, facilitation, survey and training services. MAS is a flexible and relatively simple contracting vehicle that is available to all agencies of the Federal Government, the U.S.

Postal Service, government-owned corporations, and the District of Columbia. Through MAS, government agencies have easy access to a wide range of TRG’s consulting and training services.

TRG offers professional services and products under three MAS Special Item Numbers (SINs):

• SIN 541611- Management and Financial Consulting, Acquisition and Grants Management Support, and Business Program and Project Management Services SIN

• SIN 611430-Professional and Management Development Training

• 54151ECOM-Electronic Commerce and Subscription Services

• OLM-Order-Level Materials (OLM’s)

A representative of TRG will be pleased to talk with you to discuss our skills and experience and how to access our services through the GSA MAS contracting vehicle. Please contact TRG by calling (703) 224-9000 or by e-mail at trg@reg-group.com.

mailto:trg@reg-group.com

The Regulatory Group, Inc. 4

541611- Management and Financial Consulting, Acquisition and Grants Management Support, and Business Program and Project Management Services

The regulatory objective of all agencies is to produce effective regulations and guidance. How do you ensure that your agency produces effective regulations and guidance? TRG answers this question with its three-pronged approach to effective rulemaking:

• Clarity in Writing (plain language)

• Substantive Accuracy (serves intended purpose)

• Correct Process (satisfies legal procedural requirements (APA))

The failure of any one of these principles weakens the government’s product. By focusing on these principles in all its consulting efforts TRG enables Federal agencies to build quality into their rulemaking projects.

Since 1980, TRG has provided services to Federal agencies in the following areas:

• Regulatory Training

• Regulatory Drafting

• Analyzing Public Comments in Rulemaking

• Regulatory Research

• Report Writing

• Streamlining and Improving the Regulatory Process

These services are described below.

Regulatory Training

TRG develops and presents training courses on the regulatory process and legal drafting for government regulators. TRG offers courses open to all government employees, as well as courses for the employees of specific agencies. TRG has courses for most federal agencies, including the following:

Commodity Futures Trading Commission (CFTC) Consumer Financial Protection Bureau (CFPB) Department of Agriculture (USDA) Department of Commerce (DOC) Department of Defense (DoD) Department of Education (ED) Department of Energy (DOE) Department of Health and Human Services (HHS)

Department of Transportation (DOT) Department of Veterans Affairs (VA) Environmental Protection Agency (EPA) Farm Credit Administration (FCA) Federal Communications Commission

(FCC)

Federal Deposit Insurance Corporation

(FDIC)

Federal Election Commission (FEC) General Services Administration (GSA) National Archives and Records Administration (NARA)

The Regulatory Group, Inc. 5

Department of Homeland Security

(DHS)

Department of Housing and Urban Development (HUD) Department of Justice (DOJ) Department of Labor (DOL) Department of State (STATE) Department of the Interior (DOI) Department of the Treasury (TREAS)

National Labor Relations Board (NLRB) Nuclear Regulatory Commission (NRC) Office of Personnel Management (OPM) Postal Regulatory Commission (PRC) Securities and Exchange Commission

(SEC)

Social Security Administration (SSA) U.S. Agency for International Development (USAID)

Tailored courses vary in length from one to five days and may include segments on administrative law, principles of legal drafting, writing technical material in plain language, principles of organization, and use of algorithms. The courses help agencies enhance the public's confidence in their government by enhancing customer service and satisfaction and by improving the quality, timeliness, and efficiency of the rulemaking process.

Regulatory Drafting

TRG provides regulatory drafting support for all stages of the regulatory process, including:

• Researching background information

• Identifying options for the client to consider

• Drafting regulatory language

• Managing public rulemaking documents

• Analyzing comments received on proposed rules using DocketScope® comments analysis software

• Drafting preamble material for proposed and final rules

• Providing advice and assistance in coordinating documents within the agency, with

OMB, and with the Office of the Federal Register

TRG has supported agencies with all types of regulatory documents, including Advance Notices of Proposed Rulemaking (ANPRMs), Notices of Proposed Rulemaking (NPRMs), Supplemental Notices of Proposed Rulemaking (SNPRMs), and final rules, including interim and direct final rules.

TRG’s staff has extensive knowledge of the technical and legal requirements for Federal Register documents and managing rulemaking documents. TRG also has experience assisting agencies in drafting regulation-related documents for both internal and external audiences, such as advisory materials, handbooks, and orders.

Regulatory Research

TRG provides research on regulatory projects throughout the regulatory process. Research may be necessary at the early stages of a project to help an agency identify the problem, alternatives for solving a problem, and past agency actions and factors relevant to the proposed solution. Research may be needed at almost any stage of a rulemaking project to

The Regulatory Group, Inc. 6 address questions raised by technical staff or during the agency’s review and coordination process.

Report Writing

TRG works with agencies to write and edit reports on technical or policy issues. On a short turn-around basis, TRG has reorganized, rewritten, and copy-edited agency reports that were technically sound but difficult to understand for persons outside the technical division of the agency. TRG’s extensive regulatory and writing experience enables it to help agencies communicate technically complex requirements in plain language without undercutting the substance of the regulation or report.

Streamlining and Improving the Regulatory Process

TRG assists agencies seeking to reengineer and streamline their rulemaking process. TRG helps agencies review and analyze their existing process, identify deficiencies, and develop and implement new procedures. TRG produced a major study for the Administrative Conference of the United States (ACUS) on rulemaking as an organizational process. TRG has worked with the Federal Aviation Administration (FAA), Federal Highway Administration (FHWA), and Drug Enforcement Administration (DEA) to reorganize and streamline their rulemaking processes.

SIN 541611: Management and Financial Consulting, Acquisition and Grants Management Support, and Business Program and Project Management Services PRICE LIST:

Labor Category Title Year 6 Year 7 Year 8 Year 9 Year 10

SIN 541611 03/19/2023-

03/18/2024

03/19/2024- 03/18/2025

03/19/2025- 03/18/2026

03/19/2026- 03/19/2027

03/19/2027- 03/19/2028

Economic Consultant II $386.26 $395.14 $404.23 $413.53 $423.04 Economic Consultant I $287.25 $293.86 $300.62 $307.54 $314.61 Principal Consultant II $338.95 $346.75 $354.73 $362.89 $371.23 Principal Consultant I $294.59 $301.36 $308.29 $315.39 $322.64 Senior Consultant II $257.86 $263.80 $269.86 $276.07 $282.42

Sr. Analyst/Sen.

Consultant I $203.11 $207.79 $212.56 $217.45 $222.45

Analyst $161.47 $165.19 $168.99 $172.88 $176.86 Jr. Analyst $114.62 $117.26 $119.96 $122.72 $125.54

Writer/Editor $57.30 $58.62 $59.97 $61.35 $62.76

Labor Category Descriptions

Labor Category Descriptions

Economic Consultant II

Twenty years’ experience plus a bachelor’s degree (Ph.D.

degree may substitute for 5 years’ experience, master’s

The Regulatory Group, Inc. 7 degree may substitute for 3 years’ experience) drafting economic analysis documents and managing economic analysis projects to include the following knowledge and experience:

• Supervising other staff.

• Representing company in briefings and meetings with clients.

• Planning and managing long term projects involving junior staff members from economic research to development of economic impact analysis for Notice of Proposed Rulemaking (NPRM) and final rule documents, related guidance, and other regulatory materials (e.g., agency guidance documents, issue papers and other documents) needed to facilitate high level public policy decision making.

• Knowledge of and expertise in economic impact analysis in conformance with all applicable laws, regulations, directives and Executive Orders.

• Knowledge and experience in meeting requirements of Federal Register publication.

Economic Consultant I

Fifteen years’ experience plus a bachelor’s degree (Ph.D. degree may substitute for 5 years’ experience, master’s degree may substitute for 3 years’ experience) drafting economic analysis documents and managing economic analysis projects to include the following knowledge and experience:

• Supervising other staff.

• Representing company in briefings and meetings with clients.

• Planning and managing long term projects involving junior staff members from economic research to development of economic impact analysis for Notice of Proposed Rulemaking (NPRM) and final rule documents, related guidance, and other regulatory materials (e.g., agency guidance documents, issue papers, and other documents) needed to facilitate high level public policy decision making.

• Knowledge of and expertise in economic impact analysis in conformance with all applicable laws, regulations, directives, and Executive Orders.

• Knowledge and experience in meeting requirements of Federal Register publication.

The Regulatory Group, Inc. 8

Principal

Twenty years’ experience plus a bachelor’s degree (law degree with admission to a state bar may substitute for 5 years of experience, law degree without admission to a state bar may substitute for 4 years’ experience, master’s degree may substitute for 3 years’ experience) drafting regulatory documents and managing regulatory projects to include the following knowledge and experience:

• Supervising other staff.

• Representing company in briefings and meetings with clients.

• Planning and managing long term projects involving junior staff members from research to development of documents, analysis of comments, and development of any related guidance and other regulatory materials (e.g., agency guidance documents, issue papers, and other documents needed to facilitate high level public policy decision making).

• Knowledge of and expertise in applicable Administrative Procedure Act compliance and compliance with related statutes (e.g., Federal Advisory Committee Act, Regulatory Flexibility Act), Presidential Executive Orders, and other relevant documents (e.g., OMB directives).

• Knowledge and experience in meeting requirements of Federal Register publication.

• Awareness of pertinent court cases interpreting applicability of the relevant statutes, Executive Orders, etc., to specific agency rulemaking.

Principal

Fifteen years’ experience plus a bachelor’s degree (law years of experience, law degree without admission to a state bar may substitute for 4 years’ experience, master’s degree may substitute for 3 years’ experience) drafting regulatory documents and managing regulatory projects to include the following knowledge and experience:

• Supervising other staff.

• Representing company in briefings and meetings with clients.

• Planning and managing long term projects involving junior staff members from research to development of documents, analysis of comments, and development of any related guidance and other regulatory materials (e.g., agency guidance documents, issue papers, and other documents needed to facilitate high level public policy decision making).

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• Knowledge of and expertise in applicable Administrative Procedure Act compliance and compliance with related statutes (e.g., Federal Advisory Committee Act, Regulatory Flexibility Act), Presidential Executive Orders, and other relevant documents (e.g., OMB directives).

• Knowledge and experience in meeting requirements of Federal Register publication.

• Awareness of pertinent court cases interpreting

Senior

Twelve years’ experience plus a bachelor’s degree (law years of experience, law degree without admission to a state bar may substitute for 4 years’ experience, master’s degree may substitute for 3 years’ experience) drafting regulatory documents and managing regulatory projects to include the following knowledge and experience:

• Supervising other staff.

• Representing company in briefings and meetings with clients.

• Planning and managing long term projects involving junior staff members from research to development of documents, analysis of comments, and development of any related guidance and other regulatory materials (e.g., agency guidance documents, issue papers, and other documents needed to facilitate high level public policy decision making).

• Knowledge of and expertise in applicable Administrative Procedure Act compliance and compliance with related statutes (e.g., Federal Advisory Committee Act, Regulatory Flexibility Act), Presidential Executive Orders, and other relevant documents (e.g., OMB directives).

• Knowledge and experience in meeting requirements of Federal Register publication.

• Awareness of pertinent court cases interpreting applicability of the relevant statutes, Executive Orders, etc., to specific agency rulemaking.

Sr. Analyst/ Senior

Ten years’ experience plus a bachelor’s degree (law degree with admission to a state bar may substitute for 5 years of experience, law degree without admission to a state bar may substitute for 4 years’ experience, master’s degree may substitute for 3 years’ experience) drafting regulatory

The Regulatory Group, Inc. 10 documents and managing regulatory projects to include the following knowledge and experience:

• Supervising other analysts.

• Representing company in briefings and meetings with clients.

• Planning and managing long term projects involving junior staff members from research to development of documents, analysis of comments, and development of any related guidance and other regulatory materials (e.g., agency guidance documents, issue papers and other documents needed to facilitate high level public policy decision making).

• Knowledge of and expertise in applicable Administrative Procedure Act compliance and compliance with related statutes (e.g., Federal Advisory Committee Act, Regulatory Flexibility Act), Presidential Executive Orders, and other relevant documents (e.g., OMB directives).

• Knowledge and experience in meeting requirements of Federal Register publication.

• Awareness of pertinent court cases) interpreting

Analyst

Five years’ experience plus a bachelor’s degree (law degree with admission to a state bar may substitute for 5 years of experience, law degree without admission to a state bar may substitute for 4 years’ experience, master’s degree may substitute for 3 years’ experience) drafting regulatory documents and managing regulatory projects to include the following knowledge and experience:

• Representing company in briefings and meetings with clients.

• Taking major responsibility for long term projects involving junior staff members from research to development of documents, analysis of comments, and development of any related guidance and other regulatory materials (e.g., agency guidance documents, issue papers, and other documents needed to facilitate high level public policy decision making).

• Knowledge of and expertise in meeting and training others to meet federal Administrative Procedure Act and related statutes (e.g., Federal Advisory Committee Act, RegFlex), Presidential Executive Orders, and other relevant documents (e.g., OMB directives).

The Regulatory Group, Inc. 11

• Knowledge and experience in meeting requirements of Federal Register publication.

• Awareness of pertinent court cases interpreting applicability of the relevant statutes, Executive Orders, etc., to specific agency rulemaking.

• Knowledge of current regulatory reform efforts and experience in studying the management of the regulatory process and assisting agencies in developing strategies to make that process more efficient.

Jr. Analyst

Three years’ experience plus a bachelor’s degree (law degree may substitute for 3 years’ experience, master’s degree may substitute for 2 years’ experience) in researching, drafting, or reviewing regulatory or policy documents to include the following knowledge and experience:

• Participating in briefings and meetings with clients.

• Participating in preparing training programs on regulatory process and drafting (if to be assigned to training tasks).

• Participating in regulatory projects, such as:

regulatory research, development of proposed rules, analysis of public comments, development of final rules, and development of regulatory materials (e.g., agency guidance documents, issue papers, and other documents needed to facilitate high level public policy decision making).

Writer/Editor

Two years’ experience plus a Bachelor of Arts or Science degree (Substitutions: Master's Degree/ 0 years; Associates Degree/ 4 years; High School Diploma/ 6 years) in researching, drafting, or reviewing documents, to include the following knowledge and experience:

• Participating in long term projects by conducting background research, organizing and summarizing comments, and providing support services for development of documents (e.g., agency guidance documents).

The Regulatory Group, Inc. 12

611430-Professional and Management Development Training

The success of most statutes depends on an agency’s ability to develop effective regulations and guidance. Most professionals, engineers, scientists, and even lawyers are not trained in the details of the rulemaking process or in the skills that apply to writing, editing, and reviewing regulations and guidance. TRG has been teaching government regulation writers how to develop effective regulations and guidance for more than 35 years.

TRG’s training philosophy is based on a three-pronged approach to developing effective regulations and guidance.

• Clarity in Writing (plain language)

• Substantive Accuracy (serves intended purpose)

• Correct Process (satisfies legal procedural requirements (APA))

Students learn that developing an effective regulation is like constructing a three-legged stool, the failure of any leg will bring down the stool. By focusing on these three principles, students learn how to build quality and practical utility into every document. An effective document is easier for customers to understand, easier for customers to comply with, and costs the agency less money in enforcement and interpretations.

TRG offers two-day courses, one-day courses, and two-to-three-hour seminars.

Two-Day Courses

Regulatory Drafting and Process Course This two-day course is designed for persons new to the regulatory field. Students learn the fundamental legal and procedural requirements for rulemaking and how to write regulations that communicate clearly to the affected public. While the course is directed primarily to persons without legal training, the course has proven valuable to lawyers whose previous education has not focused on the rulemaking process or on rule drafting. Continuing Legal Education (CLE) Credit is available for most states.

The course addresses:

• Tools for writing in plain language

• Administrative Law and the Administrative Procedure Act

• Preamble and rule writing

• Analysis and response to public comments

• Managing rulemaking dockets

• Office of the Federal Register requirements

• Compliance with Executive Orders, Regulatory Flexibility Act, Paperwork Reduction Act, and other requirements

• Judicial review of regulations

The course provides the student with:

• Course book

The Regulatory Group, Inc. 13

• "An Introduction to Regulation Writing"

• “Document Drafting Handbook Annotated (DDHA)”

Advanced Regulation Drafting Course This two-day course is designed for those Federal agency rule writers who understand the basics of regulatory drafting and the regulatory process and are ready to take the next step to improve their rule writing skills. This course exposes writers to in-depth rule and preamble writing experience. Using real world exercises, class discussion, and instruction, this course addresses the kind of day-to-day issues a rule writer faces. Students receive the tools for improved writing and learn the skills for improved problem solving. Continuing Legal Education (CLE) Credit is available for most states.

• How to write a preamble

• How to organize your regulation

• How to draft amendatory language

• How to write with style and clarity

• How to review and edit your document

The course provides the student with:

• Course book

• General drafting techniques

• Plain language writing tools

• A checklist for rule writers

One-Day Courses

Paperwork Reduction Act Compliance This one-day course is designed for all regulatory agency employees who must comply with the Paperwork Reduction Act. Continuing Legal Education (CLE) Credit is available for most states.

• Requirements of the Paperwork Reduction Act (PRA)

• Consequences of failure to comply with the PRA

• What constitutes an information collection activity under the PRA

• Preparing an Information Collection Request (ICR) package

• Process requirements for information collections

• Recommended timelines for PRA compliance and submissions to OMB

Agency Guidance This one-day course is designed to help Federal agency employees navigate the vast world of agency guidance. Guidance is often used as a broad term that includes agency interpretations, policy statements, letters, and advisory materials

The Regulatory Group, Inc. 14 by whatever name. Agency guidance is used to describe materials issued to supplement or explain regulations and statutes. This course explains the differences between various types of guidance documents, what is meant by "binding" versus "non-binding guidance," the spectrum of procedural (APA) options agencies have for promulgating guidance, and levels of judicial deference or respect given to the resulting documents. This course also addresses techniques for writing and organizing guidance documents. Continuing Legal Education (CLE) Credit is available for most states.

Federal Administrative Process This one-day course is designed to review the informal rulemaking requirements of the APA, subsequent statutes such as the Regulatory Flexibility Act (as amended), Executive Orders, and the most relevant court cases, including those decided within the last year. The informal rulemaking process today is a far cry from the simple notice and comment process once described by Professor Kenneth Culp Davis as “one of the greatest inventions of modern government.” Today the process is frequently described as having become “ossified.” While many requirements have been added over the last 60 years, this course is designed to de-mystify those requirements in the belief that a better understanding of the requirements will lead to a more efficient process. This course is open to lawyers and non-lawyers. Continuing Legal Education (CLE) Credit is available for most states.

Plain Language/Plain Writing This one-day course addresses the essential elements of writing clear and concise government documents, whether they are regulations or guidance. The main goals of government communication are to provide helpful information and to achieve compliance with agency policies. Clear communication saves the government and regulated entities time and money. This course focuses on techniques and strategies for clear communication. This course does not endorse a rigid view of the tools that must be used by a writer to be deemed a writer of plain language but encourages an analytical and common sense approach to writing clearly.

Economic Analysis of Rulemaking This one-day course is designed to help anyone involved in rulemaking understand the economic analysis process. You will learn the requirements for economic analysis in rulemaking and how economic analyses are conducted. For the economist who is new to rulemaking, this course will provide the context within which you will perform your duties.

Seminars

Senior Executive Federal Rulemaking This two-hour, on-site course teaches senior agency executives the nuts and bolts of the rulemaking process. Agency executives are in the best position to affect policy decisions and have the most to gain from a better working knowledge of the rulemaking process. This seminar style course reviews the legal requirements for rulemaking and explores how rulemaking relates to enforcement, adjudication, and policy implementation.

This course addresses:

The Regulatory Group, Inc. 15

• Administrative Procedure Act requirements on informal rulemaking

• Statutes and Executive Orders that affect rulemaking

• Relationship between rulemaking, enforcement, and adjudication

• Relationship between policies implemented through rulemaking and policies established through agency guidance

• Judicial Review

Rulemaking Refresher This two-to-three-hour, on-site course is a refresher seminar on the rulemaking process. This course will review the fundamental elements of administrative law, the current trends in agency rulemaking, the relevant Executive Orders, and most recent OMB guidance impacting rulemaking. This course can be scheduled for two to three hours and tailored to focus on areas most pertinent to your agency or organization.

611430-Professional and Management Development Training:

PRICE LIST

Rates are for on-site, off-the-shelf courses and seminars. Prices assume use of a customer-provided facility with standard training support capability. Prices do not include travel expenses for training conducted outside the Washington, DC metropolitan area.

Package Rates for On-Site Two-Day Courses

Two-Day Course Rate Regulatory Drafting & Process

Price for up to 25 Participants $14,657.00

Advanced Regulation Drafting Course Price for up to 25

Participants $14,657.00

Package Rates for On-Site One-Day Courses

One-Day Course Rate

Paperwork Reduction Act Compliance Price for up to 25 Participants $10,113.00

Agency Guidance Price for up to 25 Participants $10,113.00

Federal Administrative Process Price for up to 25 Participants $10,113.00

Plain Language/Plain Writing Price for up to 25 Participants $10,113.00

Economic Analysis of Rulemaking Price for up to 25 Participants $10,113.00

Package Rates for On-Site Seminars

2 - 3 Hour Seminar Rate

The Regulatory Group, Inc. 16

54151ECOM-Electronic Commerce and Subscription Services

DocketScope® Comments Analysis Tool for use in government rulemaking dockets.

DocketScope® software is a powerful comments analysis tool built for policy analysts to improve efficiency in conducting regulatory comment analysis. Your agency will see improvements in the ease, quality, and efficiency of your work whether you are dealing with a docket of 4 or 5 long, substantive comments, or with a docket of many hundreds of thousands of comments. DocketScope improves the speed and accuracy of identifying significant issues raised by the public during the comment period. It brings to life TRG’s guidance on executing successful comments analysis and facilitates the implementation of best-practice approaches to regulatory comments analysis. DocketScope enhances the value of the agency/stakeholder engagement and helps the agency respond more precisely to feedback from the public.

DocketScope is a Software-as-a-Service (SaaS) offering of DocketScope, Inc. TRG is a reseller of DocketScope subscriptions under a reseller agreement. DocketScope subscriptions are per user and available as either monthly or annual terms. Below are TRG’s current reseller rates for DocketScope.

DocketScope Pricing Part

Number Product Name Product Description Rate

DSSGY2023 DocketScope : Subscription (User / Year)

DocketScope SaaS transforms the analysis of public comments on proposed regulations with intuitive, advanced technology with simple navigation, a best-practice approach, built-in analytics, and a transparent workflow.

$1,199.00

DSSGM2023 DocketScope : Subscription (User / Month)*

DocketScope SaaS transforms the analysis of public comments on proposed regulations with intuitive, advanced technology with simple navigation, a best-practice approach, built-in analytics, and a transparent workflow. A minimum initial 2-month term is required for new users and may be extended in one month terms thereafter.

$159.00

Senior Executive Federal Rulemaking Price for up to 20 Participants $5,745.00

Rulemaking Refresher Price for up to 20 Participants $5,745.00

The Regulatory Group, Inc. 17

DSSGY2024

DocketScope 2024 Standard

Version (Build v1.8.5+) Subscription (User / Year)

DocketScope SaaS transforms the analysis of public comments on proposed regulations with intuitive, advanced technology with simple navigation, a best-practice approach, built-in analytics, and a transparent workflow. A minimum initial 2-month term is required for new users and may be extended in one-month terms thereafter.

$1,299.00

DSSGM2024

DocketScope 2024 Standard

Version (Build v1.8.5+) Subscription (User / Month)

DocketScope SaaS transforms the analysis of public comments on proposed regulations with intuitive, advanced technology with simple navigation, a best-practice approach, built-in analytics, and a transparent workflow. A minimum initial 2-month term is required for new users and may be extended in one-month terms thereafter.

$169.00 www.DocketScope.com

CUSTOMER INFORMATION

1a. Table of awarded special item number(s) with appropriate cross-reference to item descriptions and awarded price(s).

SINs SIN Title 541611 Management and Financial Consulting, Acquisition and Grants Management Support, and Business Program and Project Management Services

611430 Professional and Management Development Training

54151ECOM Electronic Commerce and Subscription Services OLM Order-Level Materials (OLM’s)

1b. Refer to pricing data above.

1c. Refer Labor Category Descriptions above.

2. Maximum order: SIN 541611 and 611430-$1,000,000; SIN 5451ECOM-$500,000

3. Minimum order: $100

4. Geographic coverage (delivery area). Worldwide

The Regulatory Group, Inc. 18

5. Point(s) of production (city, county, and State or foreign country). Arlington, VA

6. Discount from list prices or statement of net price. Government Net Prices (discounts already deducted.)

7. Quantity discounts.

SIN Discount 611430 A quantity discount of at least 3% for any training courses of $650,000 or more 611430 A quantity discount of at least 2% for any training courses of $300,000 or more 611430 A quantity discount of at least 1% for any training courses of $150,000 or more

8. Prompt payment terms. Information for Ordering Offices: Prompt payment terms cannot be negotiated out of the contractual agreement in exchange for other concessions. Net 30 days

9. Foreign items (list items by country of origin). Not Applicable

10a. Time of delivery. To Be Determined at the Task Order level

10b. Expedited Delivery. To Be Determined at the Task Order level

10c. Overnight and 2-day delivery. To Be Determined at the Task Order level

10d. Urgent Requirements. To Be Determined at the Task Order level

11. F.O.B. point(s). Destination

12a. Ordering address(es).

The Regulatory Group, Inc.

1101 Wilson Blvd., 6th Floor Arlington, VA 22209 Attention: Andrew Emery (phone) 703-224-9000 (fax) 703-224-9001 andrew@reg-group.com

12b. Ordering procedures: For supplies and services, the ordering procedures, information on Blanket Purchase Agreements (BPA’s) are found in Federal Acquisition Regulation

(FAR) 8.405-3.

13. Payment address(es).

Payment via check/U.S. mail The Regulatory Group, Inc.

1101 Wilson Blvd., 6th Floor Arlington, VA 22209 (phone) 703-224-9000 (fax) 703-224-9001

The Regulatory Group, Inc. 19

Payment via wire transfer Wire transfer account information available upon request.

14. Warranty provision.

The Regulatory Group, Inc. will endeavor to address any customer concern regarding the services provided.

15. Export packing charges, if applicable. Not Applicable

16. Terms and conditions of rental, maintenance, and repair (if applicable). Not Applicable)

17. Terms and conditions of installation (if applicable). Not Applicable

18a. Terms and conditions of repair parts indicating date of parts price lists and any discounts from list prices (if applicable). Not Applicable

18b. Terms and conditions for any other services (if applicable). Not Applicable

19. List of service and distribution points (if applicable). Not Applicable

20. List of participating dealers (if applicable). Not Applicable

21. Preventive maintenance (if applicable). Not Applicable

22a. Special attributes such as environmental attributes (e.g., recycled content, energy efficiency, and/or reduced pollutants). Not Applicable

22b. If applicable, indicate that Section 508 compliance information is available on

Information and Communication Technology (ICT) supplies and services and show where full details can be found (e.g. contractor’s website or other location.) The ICT standards can be found at: www.Section508.gov/. Not Applicable

23. Unique Entity Identifier (UEI) number. P7BMB2GHNM75

24. Notification regarding registration in System for Award Management (SAM) database.

Contractor registered and active in SAM

Service Contract Labor Standards:

The Service Contract Labor Standards (SCLS), formerly the Service Contract Act (SCA), apply to this contract as it applies to the entire Multiple Award Schedule and all services provided.

While no specific labor categories/services have been identified as being subject to SCLS due to exemptions for professional employees (FAR 22.1101, 22.1102 and 29 CFR 541.300), this contract still maintains the provisions and protections for SCLS eligible labor categories. If and / or when the contractor adds SCLS labor categories / employees to the contract through the modification process, the contractor must inform the Contracting Officer and establish a SCLS/SCA matrix identifying the GSA labor category titles, the occupational code, SCLS labor http://www.section508.gov/

The Regulatory Group, Inc. 20 category titles and the applicable WD number. Failure to do so may result in cancellation of the contract.

Appendix A – End User Licensing Agreement

DOCKETSCOPE® SUBSCRIPTION AGREEMENT

By accepting this Subscription Agreement (this “Agreement”) or using the Service (as defined below), you agree to these Terms and Conditions. You represent that you have the authority to bind Subscriber (as defined below) to this Agreement. If you do not have such authority, or if you do not agree with these Terms and Conditions, you must not accept this Agreement and may not use the Service. This Agreement is by and between DocketScope, Inc., a Delaware Corporation, authorized to do business in the Commonwealth of Virginia, with mailing address at 1101 Wilson Blvd., 6thFloor , Arlington, VA 22209, (“COMPANY”), and Subscriber _______________________________________. COMPANY and Subscriber are sometimes referred to herein individually as a “Party,” and collectively as the “Parties.”

Recitals WHEREAS, COMPANY has developed the software application DocketScope, as defined below, and offers DocketScope as a tool for reviewing public comments in rulemaking; and

WHEREAS, Subscriber wishes to enter into a relationship with COMPANY to obtain access to DocketScope, and COMPANY wishes to provide the Service, all on the terms and conditions set forth herein and as specified in one or more Orders (as defined below).

NOW THEREFORE, in consideration of the mutual covenants and agreements contained herein and for other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, COMPANY and Subscriber hereby agree as follows:

1. U.S. Government Subscriber. If the U.S. Government is the subscriber, then GSAM 552.212-4 will supersede any contrary definitions, interpretations, and clauses in this document.

2. Definitions and Interpretation. In addition to the terms defined upon first use in this Agreement, the following capitalized terms used in this Agreement shall have the meanings specified below in this Section 1. The words “including,” “include” and “includes” shall each be deemed to be followed by the words “without limitation.” Any agreement, amendment, addendum, Order, annex, appendix, attachment, or exhibit referred to herein shall mean such document as amended, restated, supplemented, or modified from time to time in accordance with this Agreement. The headings, subheadings, and other captions in this Agreement are for convenience only and shall not be used in interpreting, construing, or enforcing any of the terms of this Agreement. In the event of any conflict, discrepancy, or inconsistency between an Order and the terms of this Agreement, the terms of this Agreement shall govern, except as to scope of Service, Charges, and payment terms, for which the Order shall govern.

The Regulatory Group, Inc. 21

(a) “Affiliate” means, with respect to any Party, any other Person that directly or indirectly is controlled by or under common control with such Party. For purposes of this Agreement, a Party shall be deemed to have “control” over another Person only if: (i) such Person directly or indirectly, on its own or acting through one or more Persons, owns, controls or has power to vote at least fifty percent (50%) of the issued and outstanding voting stock or other equity interest of the other Person; or (ii) such Person controls or has the power to control the management or operations of such other Person, including by contract.

(b) “Authorized User” means an employee, contractor, or sub-contractor, as applicable, of Subscriber who is authorized by Subscriber to use the Service for the Permitted Purpose.

(c) “Charges” means the amounts payable by Subscriber to COMPANY under this Agreement in respect of the Service, as set forth in the applicable Order(s).

(d) “Claim” means any claim, demand, action, suit, or other judicial proceeding asserted or brought by a third party and any threat of any of the foregoing.

(e) “Subscriber” means the entity that has ordered a subscription to the applicable Service pursuant to an Order.

(f) “Subscriber Content” means all text, data and other content uploaded or entered by Subscriber or any Authorized User in connection with use of the Service.

(g) “Confidential Information” means any information about a Party’s or its Affiliate’s business affairs, products or services, intellectual property, trade secrets, third-party confidential information and other sensitive and proprietary information, which is disclosed by the disclosing Party or its Affiliate’s in connection with this Agreement whether before, on, or after the Effective Date, directly or indirectly, in writing (including via e-mail), orally, or by inspection of software, to the receiving Party or any of its Affiliates, employees, or designated agents. Confidential Information does not include any of the following: (i) information that is or becomes part of the public domain or otherwise available on an unrestricted basis to one or more third parties without violation of this Agreement by the receiving Party; (ii) information that was known to or in the possession of the receiving Party on a non-confidential basis prior to the disclosure thereof to the receiving Party by the disclosing Party, as evidenced by written records; (iii) information that was developed independently by or on behalf of the receiving Party, without use of or reference to the Confidential Information; or (iv) information that is disclosed to the receiving Party by a third party without violation of this Agreement by the receiving Party. For U.S. Government subscribers the meaning of Confidential Information is defined in GSAM 552.212-4(w)(1)(xii).

(h) “Documentation” means any instruction manuals and user guides for the Service and/or Software as made available by COMPANY from time to time (if any), whether published or distributed in print, online, or other format.

(i) “DocketScope IP” means the Software and all other software, documentation, data, content, The Regulatory Group, Inc. 22 technology and works created, utilized and/or provided by or on behalf of COMPANY in connection with DocketScope or otherwise in connection with this Agreement.

(j) “Intellectual Property Rights” means all rights throughout the world in any and all of the following: (i) patents, patent applications, patent disclosures and inventions (whether patentable or not); (ii) trademarks, service marks, trade dress, trade names, logos, corporate names, Internet domain names and registrations, and applications for the registration thereof together with all of the goodwill associated therewith; (iii) copyrights and copyrightable works (including computer programs and mask works) and registrations and applications for registration thereof; (iv) trade secrets, know-how and other proprietary information of a like kind; (v) waivable or assignable rights of publicity, waivable or assignable moral rights; and

(v) all other forms of intellectual property, such as data and databases, in each case, to the extent protectable under applicable law.

(k) “Order” means an ordering document (including any online form) accepted by Subscriber that

(i) incorporates by reference the terms and conditions of this Agreement, and (ii) describes the Service to be provided, including any additional requirements, specifications, or other terms applicable thereto.

(l) “Permitted Purpose” means the use of the Service for Subscriber’s internal business purposes to review and process Subscriber Content, in accordance with this Agreement, the Order(s) and the applicable Documentation.

(m) “Person” means any individual, agency, corporation, limited liability company, partnership, joint venture, or other form of business or legal entity.

(n) “Service” means the use of DocketScope provided by COMPANY hereunder via https://client.docketscope.com/. This includes technical support for use of DocketScope and associated training as specified in the Order. This does not include any rulemaking related training or consulting services that Subscriber may contract with COMPANY to provide.

(o) “Software” means any software related to DocketScope (including both source code and object code, as applicable, and including any associated Documentation) developed, provided, or used by COMPANY or its agents in connection with this Agreement.

(p) “Trial Services” means the use of DocketScope only for the purpose of evaluating the Service in consideration of entering a Subscription Agreement for DocketScope.

(q) “Trial Services Period” means the 30-day period from the Effective Date, or other period as may be mutually agreed in writing by the parties, during which Subscriber is authorized to use the DocketScope for internal evaluation purposes.

3. Provision of the Service.

(a) During the term of this Agreement, COMPANY will provide the Service to Subscriber on the https://client.docketscope.com/

The Regulatory Group, Inc. 23 terms and conditions set forth in this Agreement, including the applicable Order(s).

(b) If Subscriber is using a free trial, COMPANY makes such Trial Services available to Subscriber until the earlier of (i) the end of the free trial, (ii) the start date of a subscription use of DocketScope, or (iii) written notice of termination from COMPANY (“Trial Services Period”). COMPANY grants Subscriber, during the Trial Services Period, a non-exclusive, non-transferable right to access and use the Trial Services for Subscriber’s internal evaluation purposes in accordance with the Documentation and subject to the access and use restrictions set forth in this Agreement. Subscriber is authorized to use Trial Services only for evaluation and not for any business or productive purposes, unless otherwise authorized by COMPANY in writing. Any Subscriber Content entered into the Trial Services and any configurations made to the Trial Services by or for Subscriber during the term of such Trial Services will be permanently lost unless Subscriber (i) has purchased a subscription to the DocketScope as covered by the Trial Services or (ii) exports such Subscriber Content or configurations before the end of such free period. COMPANY will be under no obligation to provide Subscriber any maintenance or support services with respect to the Trial Services. The provisions of Sections 5 (Representations and Warranties), 6 (Indemnification), and 7 (Limitation of Liability) shall apply to Trial Services.

4. Use of the Service.

(a) Usage Rights. Subject to the terms and conditions of this Agreement, COMPANY hereby grants to Subscriber a limited, non-exclusive, non-sublicensable and non-transferable (except as provided in Section 14) right and license during the term of this Agreement to access and use, and permit Authorized Users to access and use, DocketScope solely for the Permitted Purpose through assigned Authorized User accounts. Subscriber shall not exceed the maximum number of Authorized User listed on the applicable Order (each Authorized User account is for a unique (named) user). Authorized User accounts are not transferrable by assignment, license, lease, operation of law, or otherwise.

(b) Restrictions. Except for the rights granted in Section 3(a), no other rights in or to DocketScope IP, express or implied, are granted to Subscriber. Except as may be specifically permitted under this Agreement, Subscriber may not: (i) copy, modify, or create derivative works based on DocketScope IP; (ii) distribute, transmit, publish, or otherwise disseminate DocketScope IP; (iii) transfer to any other Person any of its rights to use DocketScope; (iv) access or use the DocketScope for the benefit of any third party; (v) permit any Person who is not an Authorized User to use or access DocketScope; (vi) use DocketScope other than for the Permitted Purpose; (vii) access content or data not intended for Subscriber, log onto a server or account that Subscriber is not authorized to access, or otherwise violate or attempt to violate any security feature of DocketScope; (viii) attempt to access or derive the source code or architecture of DocketScope ; (ix) attempt to probe, scan, or test the vulnerability of DocketScope, or any associated system or network, or to breach security or authentication measures; (x) interfere or attempt to interfere with service to any user, host, or network, The Regulatory Group, Inc. 24 including by means of submitting a virus to DocketScope , load testing, overloading, “flooding,” “spamming,” “mail bombing,” or “crashing”; (xi) automate access to DocketScope, including through the use of bots, scrapers or other similar devices; (xii) export or re-export DocketScope IP; (xiii) alter, remove, or conceal any government restricted rights notice or any copyright, trademark, trade name, or other proprietary marking or notice that may appear in any of the Documentation or DocketScope IP; (xiv) use the Service in a manner that violates any applicable law, ordinance, regulation, or administrative order, or the rights of any Person; (xv) use or access any Service, Software, or any other DocketScope IP in order to build a competitive solution; or (xvi) permit any Person to do any of the foregoing.

(c) Security. Subscriber shall take reasonable steps to ensure that all user IDs, passwords, and other security devices used in connection with DocketScope and in its possession are kept confidential and secure, are used properly, and are not disclosed to…

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