47QTCB21R0002 RFP.pdf

EPRE 47QTCB21R0002

REQUEST FOR PROPOSAL (RFP)

47QTCB21R0002

For services supporting

Enterprise Portfolio & Rate Evaluation (EPRE)

ISSUED BY:

General Services Administration Federal Acquisition Service

Office of Information Technology Category Office of Acquisition Operations, Interagency Contracts

1800 F Street NW Washington, DC 20405

5. DATE ISSUED

1/19/2021

4. TYPE OF SOLICITATION

SEALED BID (IFB)

NEGOTIATED (RFP)

3. SOLICITATION NUMBER

47QTCB21R0002

SOLICITATION, OFFER AND AWARD

2. CONTRACT NUMBER

PAGE OF PAGES

2 87

6. REQUISITION/PURCHASE NUMBER

7. ISSUED BY CODE 8. ADDRESS OFFER TO (If other than item 7)

CO, Office of Acquisition Operations, Interagency Contracts General Services Administration FAS/ITC

1800 F St. NW, Washington, D.C. 20405

GSA/FAS/ITC

Washington, D.C. 20405

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

SOLICITATION

9. Sealed offers in original and 0 copies for furnishings the supplies or services in the Schedule will be received at the place specified in item 8, or if hand carried, in the depository located in See Section L for electronic submission details until local time

(Hour) (Date)

CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

10. FOR

INFORMATION

CALL:

A. NAME

Joseph Voketitis, Contract Specialist

B. TELEPHONE (NO COLLECT CALLS) C. E-MAIL ADDRESS

epre@gsa.gov

AREA CODE NUMBER EXTENSION

11. TABLE OF CONTENTS

(X) SEC. DESCRIPTION PAGE(S) (X) SEC. DESCRIPTION PAGE(S)

PART I - THE SCHEDULE PART II - CONTRACT CLAUSES

A SOLICITATION/CONTRACT FORM 2 I CONTRACT CLAUSES 43-60

B SUPPLIES OR SERVICES AND PRICES/COSTS 3-8 PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

C DESCRIPTION/SPECS./WORK STATEMENT 9-28 J LIST OF ATTACHMENTS 61

D PACKAGING AND MARKING 29 PART IV - REPRESENTATIONS AND INSTRUCTIONS

E INSPECTION AND ACCEPTANCE 30-31

K

REPRESENTATIONS, CERTIFICATIONS AND OTHER

STATEMENTS OF OFFERORS

62-66

F DELIVERIES OR PERFORMANCE 32-33

G CONTRACT ADMINISTRATION DATA 34-37 L INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS 67-82

H SPECIAL CONTRACT REQUIREMENTS 38-42 M EVALUATION FACTORS FOR AWARD 83-87

OFFER (Must be fully completed by offeror)

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

12. In compliance with the above, the undersigned agrees, if this offer is accepted within 270 calendar days (60 calendar days unless a different period is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52.232-8)

10 CALENDAR DAYS (%) 20 CALENDAR DAYS (%) 30 CALENDAR DAYS (%) CALENDAR DAYS(%)

14. ACKNOWLEDGMENT OF AMENDMENTS

(The offeror acknowledges receipt of amendments to the SOLICITATION for offerors and related documents numbered and dated):

AMENDMENT NO. DATE AMENDMENT NO. DATE

15A. NAME AND

ADDRESS

OF OFFEROR

CODE FACILITY 16. NAME AND THE TITLE OF PERSON AUTHORIZED TO SIGN

OFFER(Type or print)

15B. TELEPHONE NUMBER

15C. CHECK IF REMITTANCE ADDRESS IS

DIFFERENT FROM ABOVE - ENTER SUCH

ADDRESS IN SCHEDULE.

17. SIGNATURE 18. OFFER DATE

AREA CODE NUMBER EXTENSION

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL OPEN COMPETITION:

10 U.S.C. 2304 (c) 41 U.S.C. 3304(a) ( )

23. SUBMIT INVOICES TO ADDRESS SHOWN IN ITEM

(4 copies unless otherwise specified)

24. ADMINISTERED BY (If other than Item 7) 25. PAYMENT WILL BE MADE BY CODE

26. NAME OF CONTRACTING OFFICER (Type or print) 27. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

28. AWARD DATE

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (REV. 6/2014)

Prescribed by GSA - FAR (48 CFR) 53.214 (c)

RATING

n/a

1. THIS CONTRACT IS A RATED ORDER

UNDER DPAS (15 CFR 700)

mailto:epre@gsa.gov

SECTION B

SUPPLIES OR SERVICES AND PRICES/COSTS

B.1 GENERAL

Contract charges shall be billed at the fixed monthly prices and fixed hourly labor rates structured under the Contract Line Items (CLINs) set forth below. CLINs are delineated for the Base Period and each of four one-year option periods.

The effort described in SECTION C, DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK, PWS 3.1.1, 3.3.2, 3.3.3, 4.1, 4.2, 4.3, 4.4, and 4.5, shall be provided at the fixed monthly price delineated under Data Collection, Management, and Reporting, IDIQ CLINs 0001, 1001, 2001, 3001, and 4001.

Directed TFS Allowability Reviews, corresponding to the effort described in SECTION C, DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK, PWS 3.3.4, shall be billed based on actual billable hours at the fixed hourly labor rates under IDIQ CLINs 0002, 1002, 2002, 3002, & 4002. Billable charges shall be limited by the Base Period and Option Year price ceilings established for Directed TFS Allowability Reviews at time of award and annually thereafter upon exercise of any option.

Fixed-Price Task Orders covering work initiated under SECTION C, DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK, PWS 3.2, Focused Studies, shall be billed at the fixed-price established on the order using the fixed hourly rates defined under CLINs 0003, 1003, 2003, 3003, & 4003.

The effort covered by Labor-Hour Task Orders established for the work described in SECTION C, DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK, PWS 3.1.2, Intervention Support, or PWS 3.2, Focused Studies, shall be billed on a labor-hour basis at the fixed hourly rates defined under CLINs 0004, 1004, 2004, 3004, & 4004. Billable charges shall not exceed the price ceilings defined on individual Task Orders.

Subject to the terms of specific Task Orders and as approved on a case by case basis by the Contracting Officer (CO) in consultation with the Contracting Officer’s Representative (COR), travel and transcription costs (refer to SECTION C, DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK, PWS 4.7 and 4.8) shall be reimbursed at cost subject to the limitations described in the contract and appertaining Task Orders. Reimbursable expenses are addressed by CLINs 0005, 1005, 2005, 3005, & 4005 and 0006, 1006, 2006, 3006, & 4006

REMAINDER OF PAGE LEFT INTENTIONALLY BLANK

B.2 CONTRACT LINE ITEMS

BASE PERIOD

1 April 2021 – 31 March 2022

CLIN Sub CLINS DESCRIPTION PRICE UNIT 0001 Data Collection, Management, and Reporting Month 000101 Continuous Regulatory Monitoring [PWS 3.1.1] NSP Lot 000102 Regulatory Monitoring Report [PWS 3.1.1.2] NSP Lot 000103 Interim Supplemental Advisories [PWS 3.1.1.3] NSP Lot 000104 TFS Database Management [PWS 3.3.2] NSP Lot 000105 Initial Data Validation [PWS 3.3.2.3] NSP Lot 000106 TFS Database Documentation [PWS 3.3.2.5] NSP Lot 000107 TFS Quarterly Data Revalidations [PWS 3.3.2.8] NSP Lot 000108 Continuous Allowability Monitoring [PWS 3.3.3] NSP Lot 000109 TFS Data Updates [PWS 3.3.3.2] NSP Lot 000110 TFS Change Notices [PWS 3.3.3.2] NSP Lot 000111 Briefings and Consultations [PWS 4.1] NSP NTE 40 hours 000112 Quality Assurance/QASP [PWS 4.2] NSP Lot 000113 Transition Services [PWS 4.3] NSP NTE 20 hours 000114 Quarterly Program Reviews [PWS 4.4] NSP Lot 000115 Activity Detail Report (ADR) [PWS 4.5.2] NSP Lot

0002 Directed TFS Allowability Reviews [PWS 3.3.4] 0002AA Labor Category 1 Hour 0002AB Labor Category 2 Hour

0003 Fixed Price Task Orders [PWS 4.6] 0003AA Hour 0003AB Hour

0004 Labor Hour Task Orders [PWS 4.6] 0004AA Labor Category 1 Hour 0004AB Labor Category 2 Hour

0005 Travel At Cost 0006 Transcripts At Cost

OPTION YEAR #1

1 April 2022 – 31 March 2023

1001 Data Collection, Management, and Reporting Month 100101 Continuous Regulatory Monitoring [PWS 3.1.1] NSP Lot 100102 Regulatory Monitoring Report [PWS 3.1.1.2] NSP Lot 100103 Interim Supplemental Advisories [PWS 3.1.1.3] NSP Lot 100104 TFS Database Management [PWS 3.3.2] NSP Lot 100105 Initial Data Validation [PWS 3.3.2.3] NSP Lot 100106 TFS Database Documentation [PWS 3.3.2.5] NSP Lot 100107 TFS Quarterly Data Revalidations [PWS 3.3.2.8] NSP Lot 100108 Continuous Allowability Monitoring [PWS 3.3.3] NSP Lot 100109 TFS Data Updates [PWS 3.3.3.2] NSP Lot 100110 TFS Change Notices [PWS 3.3.3.2] NSP Lot 100111 Briefings and Consultations [PWS 4.1] NSP NTE 40 hours 100112 Quality Assurance/QASP [PWS 4.2] NSP Lot 100113 Transition Services [PWS 4.3] NSP NTE 20 hours 100114 Quarterly Program Reviews [PWS 4.4] NSP Lot 100115 Activity Detail Report (ADR) [PWS 4.5.2] NSP Lot

1002 Directed TFS Allowability Reviews 1002AA Labor Category 1 Hour 1002AB Labor Category 2 Hour

1003 Fixed Price Task Orders 1003AA Hour 1003AB Hour

1004 Labor Hour Task Orders 1004AA Labor Category 1 Hour 1004AB Labor Category 2 Hour

1005 Travel At Cost 1006 Transcripts At Cost

OPTION YEAR #2

1 April 2023 – 31 March 2024

2001 Data Collection, Management, and Reporting Month 200101 Continuous Regulatory Monitoring [PWS 3.1.1] NSP Lot 200102 Regulatory Monitoring Report [PWS 3.1.1.2] NSP Lot 200103 Interim Supplemental Advisories [PWS 3.1.1.3] NSP Lot 200104 TFS Database Management [PWS 3.3.2] NSP Lot 200105 Initial Data Validation [PWS 3.3.2.3] NSP Lot 200106 TFS Database Documentation [PWS 3.3.2.5] NSP Lot 200107 TFS Quarterly Data Revalidations [PWS 3.3.2.8] NSP Lot 200108 Continuous Allowability Monitoring [PWS 3.3.3] NSP Lot 200109 TFS Data Updates [PWS 3.3.3.2] NSP Lot 200110 TFS Change Notices [PWS 3.3.3.2] NSP Lot 200111 Briefings and Consultations [PWS 4.1] NSP NTE 40 hours 200112 Quality Assurance/QASP [PWS 4.2] NSP Lot 200113 Transition Services [PWS 4.3] NSP NTE 20 hours 200114 Quarterly Program Reviews [PWS 4.4] NSP Lot 200115 Activity Detail Report (ADR) [PWS 4.5.2] NSP Lot

2002 Directed TFS Allowability Reviews 2002AA Labor Category 1 Hour 2002AB Labor Category 2 Hour

2003 Fixed Price Task Orders 2003AA Hour 2003AB Hour

2004 Labor Hour Task Orders 2004AA Labor Category 1 Hour 2004AB Labor Category 2 Hour

2005 Travel At Cost 2006 Transcripts At Cost

OPTION YEAR #3

1 April 2024 – 31 March 2025

3001 Data Collection, Management, and Reporting Month 300101 Continuous Regulatory Monitoring [PWS 3.1.1] NSP Lot 300102 Regulatory Monitoring Report [PWS 3.1.1.2] NSP Lot 300103 Interim Supplemental Advisories [PWS 3.1.1.3] NSP Lot 300104 TFS Database Management [PWS 3.3.2] NSP Lot 300105 Initial Data Validation [PWS 3.3.2.3] NSP Lot 300106 TFS Database Documentation [PWS 3.3.2.5] NSP Lot 300107 TFS Quarterly Data Revalidations [PWS 3.3.2.8] NSP Lot 300108 Continuous Allowability Monitoring [PWS 3.3.3] NSP Lot 300109 TFS Data Updates [PWS 3.3.3.2] NSP Lot 300110 TFS Change Notices [PWS 3.3.3.2] NSP Lot 300111 Briefings and Consultations [PWS 4.1] NSP NTE 40 hours 300112 Quality Assurance/QASP [PWS 4.2] NSP Lot 300113 Transition Services [PWS 4.3] NSP NTE 20 hours 300114 Quarterly Program Reviews [PWS 4.4] NSP Lot 300115 Activity Detail Report (ADR) [PWS 4.5.2] NSP Lot

3002 Directed TFS Allowability Reviews 3002AA Labor Category 1 Hour 3002AB Labor Category 2 Hour

3003 Fixed Price Task Orders 3003AA Hour 3003AB Hour

3004 Labor Hour Task Orders 3004AA Labor Category 1 Hour 3004AB Labor Category 2 Hour

3005 Travel At Cost 3006 Transcripts At Cost

OPTION YEAR #4

1 April 2025 – 31 March 2026

4001 Data Collection, Management, and Reporting Month 400101 Continuous Regulatory Monitoring [PWS 3.1.1] NSP Lot 400102 Regulatory Monitoring Report [PWS 3.1.1.2] NSP Lot 400103 Interim Supplemental Advisories [PWS 3.1.1.3] NSP Lot 400104 TFS Database Management [PWS 3.3.2] NSP Lot 400105 Initial Data Validation [PWS 3.3.2.3] NSP Lot 400106 TFS Database Documentation [PWS 3.3.2.5] NSP Lot 400107 TFS Quarterly Data Revalidations [PWS 3.3.2.8] NSP Lot 400108 Continuous Allowability Monitoring [PWS 3.3.3] NSP Lot 400109 TFS Data Updates [PWS 3.3.3.2] NSP Lot 400110 TFS Change Notices [PWS 3.3.3.2] NSP Lot 400111 Briefings and Consultations [PWS 4.1] NSP NTE 40 hours 400112 Quality Assurance/QASP [PWS 4.2] NSP Lot 400113 Transition Services [PWS 4.3] NSP NTE 20 hours 400114 Quarterly Program Reviews [PWS 4.4] NSP Lot 400115 Activity Detail Report (ADR) [PWS 4.5.2] NSP Lot

4002 Directed TFS Allowability Reviews 4002AA Labor Category 1 Hour 4002AB Labor Category 2 Hour

4003 Fixed Price Task Orders 4003AA Hour 4003AB Hour

4004 Labor Hour Task Orders 4004AA Labor Category 1 Hour 4004AB Labor Category 2 Hour

4005 Travel At Cost 4006 Transcripts At Cost

SECTION C

DESCRIPTION/SPECIFICATIONS/PERFORMANCE WORK STATEMENT

1.0 GENERAL DESCRIPTION EPRE

1.1 Overview

The mission of the General Services Administration (GSA), Office of Enterprise Technology Solutions (ETS), is to support the Federal community by provisioning best-value telecommunications products, services, and solutions. This Performance Work Statement (PWS) describes a requirement for advisory and assistance services supporting ETS telecommunications/network services managers in three functional areas:

1.1.1 Regulatory Monitoring and Intervention Support: Information tracking and advisory support on local, State, and Federal regulatory matters impacting Federal telecommunications/network services. [PWS 3.1]1

1.1.2 Focused Studies: Directed reports and studies on targeted topics impacting the price, delivery, quality, or availability of Federal telecommunications/network services. [PWS 3.2]

1.1.3 Taxes/Fees/Surcharges (TFS) Assessments and AllowabilityTracking: Data research and analyses pertaining to determinations on the allowability of taxes, fees, and surcharges (TFSs) under Federal telecommunications/network services contracts and Task Orders. [PWS 3.3]

1.2 Context

1.2.1 GSA provisions telecommunications solutions for the Federal Government under the authority of 40 USC § 501.

1.2.2 This effort supports the purchase of telecommunications/network services by the Federal Executive Agencies (FEAs) and the full scope of GSA’s telecommunications/network services programs described at this link:

https://www.gsa.gov/technology/technology-purchasing-programs/telecommunications-and-network-services

1.3 Period of Performance

The described services shall be provided for a one-year base period with option to renew for four option years as described below:

BASE April 1, 2021 (or date of award) – March 31, 2022 OPTION I April 1, 2022 – March 31, 2023 OPTION II April 1, 2023 – March 31, 2024

1 Reader’s Note: Numbered paragraphs in the Performance Work Statement (PWS) are cross-referenced by citing the paragraph number preceded by “PWS.”

https://www.gsa.gov/technology/technology-purchasing-programs/telecommunications-and-network-services https://www.gsa.gov/technology/technology-purchasing-programs/telecommunications-and-network-services

OPTION III April 1, 2024 – March 31, 2025 OPTION IV April 1, 2025 – March 31, 2026

2.0 DEFINITIONS

ALLTAX / ATAX / NTAX: The three Conexus data files describing telecommunications/network services taxes, fees, and surcharges, and whether they are allowable or unallowable.

• ALLTAX: A consolidated Conexus data file containing information describing all identified telecommunications/network services taxes, fees, and surcharges and their allowability status over time.

• ATAX: A derivative Conexus data file describing all allowable taxes, fees, and surcharges for EIS vendors.

• NTAX: A derivative Conexus data file describing all unallowable taxes, fees, and surcharges for EIS vendors.

Broadband: Wide bandwidth data transmission with an ability to simultaneously transport multiple signals and traffic types. The medium can be coaxial cable, optical fiber, twisted pair, or wireless broadband (wireless broadband includes Mobile broadband). Broadband is capable of at least 25 megabits per second (Mbps) for downloads and 3 Mbps for uploads.

CLIN: Contract Line Item Number

COR: The GSA EPRE Contracting Officer’s Representative appointed by the EPRE Contracting Officer and designated in SECTION G, CONTRACT ADMINISTRATION DATA.

Conexus: Internal GSA database which links allowable taxes, fees, and surcharges to customer billing.

CS: The GSA EPRE Contract Specialist specifically named in SECTION G, CONTRACT

ADMINISTRATION DATA.

Custom Access Arrangement: Special access requirements from the Service Delivery Platform (SDP) to the Point of Presence (POP), especially those associated with costs attributable to special construction (e.g., OC-3 access).

EPRE CO: The GSA EPRE Contracting Officer (CO) specifically appointed in SECTION G, CONTRACT ADMINISTRATION DATA. Unless stated otherwise, “the Contracting Officer” or “the CO” as used in this solicitation means the EPRE Contracting Officer.

FCC: Federal Communications Commission

FEAs (Federal Executive Agencies): Any executive department or independent establishment in the executive branch of the Federal Government, including any wholly owned Government corporation.

FTR: Federal Travel Regulation http://en.wikipedia.org/wiki/Bandwidth_(signal_processing) http://en.wikipedia.org/wiki/Data_transmission http://en.wikipedia.org/wiki/Coaxial_cable http://en.wikipedia.org/wiki/Optical_fiber http://en.wikipedia.org/wiki/Twisted_pair http://en.wikipedia.org/wiki/Wireless_broadband http://en.wikipedia.org/wiki/Wireless_broadband http://en.wikipedia.org/wiki/Mobile_broadband

GSA: United States (U.S.) General Services Administration

IP (Internet Protocol): The communications protocol of the public Internet, many wide area networks (WANs), and most local area networks (LANs). The Internet Protocol (IP) is part of the TCP/IP (Transmission Control Protocol/Internet Protocol) suite. The terms "IP network" and "TCP/IP network" are synonymous.

IT: Information Technology

Local PUCs: Non-Federal entities with authority in local jurisdictions including, but not limited to, those maintained by the States, US Territories, and the District of Columbia.

PUC: A Public Utility Commission, Public Service Commission, or similar regulatory body.

PWS: Performance Work Statement

Relay Service for the Hearing-Impaired aka Telecommunications Relay Service (TRS): A service that allows persons with hearing or speech disabilities to place and receive telephone calls.

SDWAN: Software Defined Wide Area Networking

Special Construction: Construction or installation required to physically extend a carriers’ network to a customer location.

Telecommunications/Network Services: Communications services for voice, data, and video communications, as well as related services such as data center or cloud services. (The scope of GSA’s telecommunications/network services portfolio is described at the link provided in PWS 1.2.2.)

TO: Task Order, an order for services placed against an established Government contract.

TFSs: Telecommunications/network services taxes, fees, and surcharges.

Wireless: The transfer of information between two points not connected via a physical plant.

3.0 SCOPE

The Contractor shall furnish expert technical, economic, financial, regulatory, and marketing advice and assistance to GSA ETS managers and their Federal partners. Services are required as described in PWS 3.1, 3.2, and 3.3 below.

3.1 Regulatory Monitoring and Intervention Support

Overview: Effective management of the telecommunications/network services utilized by the FEAs requires continuous monitoring of the Federal, State, and local regulatory landscape. In specific instances, interventions are necessary to protect the interests of Federal telecommunications/network services customers and ensure that the Federal Government is represented in judicial and administrative proceedings impacting the purchase of telecommunications/network services. The tasks described below support regulatory information gathering, decision-making, and intervention efforts.

3.1.1 Continuous Regulatory Monitoring

3.1.1.1 The Contractor shall continuously track and monitor telecommunications/network services matters at issue before local, State, and Federal regulatory bodies including, but not limited to, the Federal Communications Commission (FCC), local public utility commissions (PUCs), standards-setting bodies, and other similar forums. [CLINs X00101]2

3.1.1.2 Regulatory Monitoring Report (RMR): The Contractor shall set forth the findings generated by the monitoring effort in a Regulatory Monitoring Report (RMR).

The RMR shall be submitted by the fifth business day of month to the CO and COR as described below, in the Table of Deliverables, Attachment 1, and RMR Template, Attachment 2. [CLINs X00102]

3.1.1.2.1 The RMR will summarize for Federal executives, officers, managers, and attorneys regulatory events, activities, and suspense dates pertinent to cases, projects, and topics relevant to the provision of Federal telecommunications/network services.

3.1.1.2.2 The RMR will describe regulatory activities pending in Federal and local jurisdictions (includes States, territories, counties, and the District of Columbia) and include a comprehensive summary of regulatory actions, rulings, hearings, pending legislation, etc., currently or potentially impacting the telecommunications/network services interests of the FEAs. The scope of the monitoring effort – including the range and number of cases under consideration -- will be directed by the COR based on consultations with Government telecom managers and recommendations supplied by the Contractor.

3.1.1.2.3 Cases will be presented and grouped by jurisdiction as follows:

• Section I: Federal Communications Commission

• Section II: Local Telecommunications Proceedings

• Section III: Other Administrative & Judicial Proceedings.

3.1.1.2.3.1 Caseloads may fluctuate as circumstances dictate.

Based on recent averages, caseloads for a typical 12-month period are estimated in the table below:

2 Reader’s Note: The first digit of the assigned CLIN in SECTION B, SUPPLIES OR SERVICES AND PRICES/ COSTS, corresponds to the contract option year (Base Period = 0, Option Year 1 = 1, Option Year 2 =2, Option Year 3 =3, Option Year 4 = 4). The generic “X” in the cross-referenced CLINs is a placeholder representing “all option years,” e.g., “X00101” refers collectively to CLINSs 000101, 100101, 200101, 300101, and 400101.

SECTION Number of Cases

I FCC 14-18

II Local Telecom Proceedings 55-70 III Other 5-7

3.1.1.2.3.2 For easy reference, a unique Short Name (5 words or less) will be assigned to each case or project by the COR. The Short Name references shall be specified in all discussions or reports when discussing a numbered case, activity, or proceeding.

3.1.1.2.3.3 Content: The RMR shall be constructed in Word as

illustrated in the RMR Template, Attachment 2, and described below. The COR shall direct formatting changes as required.

• Title Page: The RMR shall include a Title Page incorporating the content described in the RMR Template, Attachment 2.

• RMR Executive Summary: The RMR shall include a one-page executive brief (relevant milestones, deadlines, and outcomes) highlighting key dockets and issues identified by the Contractor and COR as requiring immediate consideration or close scrutiny.

• RMR Table: Cases shall be listed in a table and grouped as illustrated in the RMR Template, Attachment 2. Reporting shall address all content areas described in the template. In consultation with the COR, the Contractor shall classify cases as either “high,” “medium” or “low” priority.

3.1.1.2.3.4 High Impact Cases: The COR will consult with the

Contractor to identify dockets or issues requiring especially close scrutiny and tracking because potential outcomes are deemed to weigh significantly or immediately on the price, quality, or availability of Federal telecommunications/ network services. High impact cases will be designated high or medium priority on the RMR and highlighted as appropriate on the RMR Executive Summary.

3.1.1.3 Interim Supplemental Advisories: On occasion, continuous monitoring may uncover matters which require immediate actions or assessments, e.g., a tight deadline on an issue where the Government has expressed interest or intent to intervene. In such situations, the Contractor shall immediately (on the next business day) direct an email to the EPRE COR and CO outlining the circumstances, critical considerations, and response deadlines. [CLINs X00103]

3.1.1.4 Briefings and Consultations: Recommendations, short written briefs, or oral presentations may be requested by the CO or COR on regulatory matters of targeted interest including those items of interest listed in PWS 3.1.1.5. [CLINs X00111]

3.1.1.4.1 The Contractor shall acknowledge follow-on support requests within one business day and schedule supplemental support sessions/teleconferences within three business days.

3.1.1.4.2 Budgets and delivery dates for written reports or other consult deliverables shall be established by the CO when the consultation is initiated.

3.1.1.4.3 Hours for Briefings and Consultations shall be tracked and reported monthly on the Activity Detail Report (ADR). (Refer to PWS 4.5.2)

3.1.1.4.4 The annual allowance for briefings and consultations under the fixed-price Briefings and Consultations CLINs X00111 is 40 hours.

3.1.1.5 The Contractor shall be especially attentive to issues involving:

• Tariff filings

• Change or discontinuance of service including abandonment petitions

• Dates and deadlines pertinent to pending regulatory proceedings and hearings

• Filings by carriers and telecommunications/network services providers

• Rate/oversight/quality of service proceedings

• Bankruptcies

• Investigations

• Corporate mergers

• Acquisitions

• Emerging technologies

• Telecommunications Relay Services (TRS)

• Rulings or other regulatory actions impacting the price or availability of telecommunications services purchased by the Federal Executive Agencies.

3.1.2 Intervention Support

3.1.2.1 As requested, the Contractor shall furnish in-depth analyses, evaluations, and recommendations to ETS managers and partners on specific local, State, and Federal proceedings targeted for direct regulatory intervention by GSA telecommunications/network services managers and their partners.

Recommendations shall be supported by appropriate background and research including:

• A description and history of the issue

• Precedents in other jurisdictions

• Pending matters on the issue or similar issues

• Commentary deadlines

• Impact assessments and recommended intervention actions

3.1.2.2 As requested, the Contractor shall assist GSA staff and their partners on activities associated with targeted interventions including:

• Preparing expert testimony, depositions, and commentary

• Filling petitions

• Attending workshops and other events

3.1.2.3 As requested, the Contractor shall prepare documents, analyses, and research supporting Federal regulatory interventions. Possible activities may include:

• Collecting and analyzing data furnished by GSA partners, GSA telecom managers, or Federal/State/ local regulatory bodies

• Developing recommendations related to possible Government pricing strategies based on analysis of public utility data

• Presenting findings and expert testimony defending Federal interests in a matter before a Federal/State/local regulatory body

• Quantifying the probable cost impacts of alternative market structures or pricing conditions

• Preparing legal briefs describing specific issues or areas of concern

• Drafting recommendations, petitions, and responses on matters impacting

Federal interests on open dockets and proceedings.

3.2 Focused Studies

Overview: The telecommunications/network services marketplace is in constant flux. GSA managers and their partners need a thorough, up-to-date understanding of the telecommunications/network services landscape to deliver relevant, cost-effective services and solutions. The tasks described below support ETS managers with targeted research on specific issues related to technology, pricing, and evolving market conditions.

3.2.1 Pricing and Market Analysis

3.2.1.1 As requested, the Contractor shall examine the telecommunications/network services landscape to investigate issues impacting pricing, competition, market trends, and service availability.

3.2.1.2 As requested, the Contractor shall address issues related to rate development, surcharges, tariffs, taxes, fees, and/or special pricing structures. Topics may include – but are not limited to – the following anticipated areas of interest:

• Tariffed vs non-tariffed rates

• Commercial vs government pricing

• Special pricing arrangements

• On-site vs cloud solutions

3.2.1.3 As requested, the Contractor shall evaluate the impact of emerging technologies or unique conditions, issues, or circumstances. Topics may include – but are not limited to – the following anticipated areas of interest:

• Special Construction

• Custom Access Arrangements

• Copper landlines

• Legacy networks

• Transitioning to new technologies

• Service availability in remote or rural locations

• Service definitions and needs assessments

• Internet Protocol (IP)

• FCC Telecommunications Relay Services

• Wireless

• Cloud/Web-based services

• Broadband

• 5G Wireless

• Artificial Intelligence

• Automated Processes

• Software Defined Wide Area Network (SDWAN)

• Networks as a Service (NaaS)

3.2.1.4 Reports shall be furnished as specified, i.e., Word, Excel, pdf, Power Point, oral presentations, etc.

3.2.2 Portfolio Research, White Papers, Briefs, Guides, and Other Finished Documents

3.2.2.1 As requested, the Contractor shall prepare fully documented papers, presentations, and other documents on topics related to the acquisition and provisioning of Federal telecommunications/network services.

3.2.2.2 As requested, the Contractor shall conduct research and develop written recommendations on directed telecommunications/network services topics including Government regulation, specialized markets, and emerging technologies. Anticipated areas of interest may include those listed in PWS 3.2.1.

3.2.2.3 As requested, the Contractor shall prepare other studies, analyses, and presentations supporting GSA's telecommunications/network services mission and responsibilities. The Contractor may be asked to participate on panels at locations or events designated by GSA, e.g., Industry Advisory Group (IAG) or Telecom Working Group (TWG).

3.3 TFS Assessments and Allowability Tracking

Overview: Data related to the taxes, fees, and surcharges (TFSs) payable by the Federal Government under GSA telecommunications/network services contracts are maintained in GSA’s Conexus system.

Accurate data ensures that improperly invoiced charges are rejected upon submission. The tasks described below support the accurate collection, compilation, management, retention, analysis, protection, validation, formulation, and distribution of TFS allowability data.

3.3.1 General

The Contractor shall assist GSA network’s managers and COs in identifying and interpreting regulatory rules, statutes, and policies, as these pertain to the allowability of TFSs applied to Federal telecommunications/network services. This effort consists of three functions:

• TFS Database Management [CLINs X00104/05/06/07]

• Continuous Allowability Monitoring [CLINs X000108/09/10]

• Directed TFS Allowability Reviews [CLINs X002]

3.3.2 TFS Database Management [CLINs X00104/05/06/07]

3.3.2.1 The ALLTAX data file shall be furnished by the Government in Comma

Separated Value (CSV) format at the inception of the contract on or before the kick-off meeting.

3.3.2.2 Within 20 days of contract award, the Contractor shall construct a relational TFS

Database to maintain the TFS data contained in the ALLTAX allowability data file. (Refer to Database Workflow Process, Attachment 3, for details describing the structure, size, and content of the relational database.)

3.3.2.3 Initial Data Validation [CLINs X00105]: After construction of the TFS Database and within 20 days of contract award a complete and current ALLTAX data file shall be downloaded and submitted to the Government in CSV format for synchronization and validation. (Refer to Table of Deliverables, Attachment 1, Validated Initial Data.) The Contractor shall work with the EPRE COR to accommodate any required modifications, adjustments, adaptations, or corrections to data or the database structure during data validation and synchronization.

3.3.2.4 The operability and accuracy of the database, including the validation of all data content, shall be established no later than 30 days after contract award. The EPRE COR will notify the Contractor when the ALLTAX data file has been validated and accepted.

3.3.2.5 No later than three weeks after the operability and accuracy of the database are established and all data has been validated, the Contractor shall submit the Database Management Plan and Project Design Documentation specified in the Table of Deliverables, Attachment 1.

3.3.2.5.1 The Database Management Plan shall describe how Contractor will internally store and manage the ALLTAX data retained in the TFS Database. Plans shall include data validation protocols, regulatory monitoring schedules, updates, reporting formats, automated processes, and historical data retrieval capabilities.

3.3.2.5.2 Project Design Documentation shall include a user manual and describe the architecture, workflow, processes, customization, tools, and source code associated with the TFS Database.

3.3.2.6 The design, development, and long-term management of the TFS Database is the responsibility of the Contractor.

3.3.2.7 The Database Management Plan and Project Design Documentation shall be updated no later than three weeks after changes are implemented.

3.3.2.8 Quarterly Revalidations [CLINs X00107]: Each quarter comprehensive ALLTAX data files shall be submitted to the Government via web service for a summary synchronization and re-validation. (Refer to Table of Deliverables, Validated Quarterly Allowable Tax Data, Attachment 1.)

3.3.2.8.1 Data files shall be submitted in CSV format.

3.3.2.8.2 Location Data Sync: The Contractor shall consult with the EPRE

COR to ensure all new jurisdictions are included in the database and posted on the CSV file.

3.3.2.8.3 All new items and status changes (allowable/unallowable) shall be up-to-date and accurate. Data shall include all regulatory/statutory references. Changes since the last quarterly validation shall be highlighted.

3.3.3 Continuous Allowability Monitoring [CLINs X00108/09/10]

3.3.3.1 The Contractor shall continually monitor the regulatory landscape for changes impacting the allowability of TFSs [CLINs X00108].

3.3.3.2 New TFSs, revised rates, new locations, or changes in allowability status shall be documented in the Contractor’s database and formatted for upload into Conexus.

Per Table of Deliverables, Attachment 1, TFS Data Updates [CLINs X00109] containing revised data shall be transmitted via web service in CSV format within the stated time frames. The Contractor shall simultaneously submit a TFS Change Notice [CLINs X00110], Attachment 4, to the EPRE COR via email.

3.3.3.2.1 Newly identified TFSs shall be added as appropriate.

3.3.3.2.2 Historic changes in status – whether an item is allowable or unallowable, why, when, and where – shall be retained in the database. Database reporting protocols shall be structured so the history on a particular TFS item is quickly and accurately discernible if required.

3.3.3.2.3 Data revisions may be identified or structured:

• Identified: Changes in regulations discovered by the

Contractor in the course of continuous regulatory monitoring

• Structured:

o Routine changes identified and relayed to the Contractor by the EPRE COR or CO.

o Determinations on new or questioned charges relayed to the Contractor by the EPRE COR or CO.

3.3.3.2.4 The Contractor shall transmit identified changes to the web service within three business days of discovery. (Refer to Table of Deliverables, TFS Data Updates, Attachment 1.)

3.3.3.2.5 The Contractor shall transmit structured changes to the web service within three business days of notification by the EPRE CO or COR.

(Refer to Table of Deliverables, TFS Data Updates, Attachment 1.)

3.3.3.2.6 The Contractor shall coordinate with the EPRE COR and GSA

Conexus team on CSV file structure and secure data transmission via vendor web service.

3.3.3.2.7 Status and rate updates shall be supported by the applicable statutory/regulatory references. GSA may request supplemental oral briefings/consultations to discuss changes or new/questioned charges. [CLINs X00111]

3.3.4 Directed TFS Allowability Reviews [CLINs X002]

General: As requested, the Contractor shall assist GSA telecommunications/network services managers and COs in identifying and interpreting regulatory rules, statutes, and policies, as these pertain to the allowability of certain TFS items.

3.3.4.1 The Government shall direct specific reviews on TFS items requiring in-depth research and analysis. Generally, the allowability of these items has been questioned or not previously determined. Some items may be new to the ALLTAX data file.

3.3.4.2 Items submitted for review will generally be listed on an Excel spreadsheet and may include suggested references (e.g., rates, jurisdictions, citations).

3.3.4.3 The Contractor shall research each item and respond by entering “allowable” or “unallowable” in the status field. Comments may be necessary when special conditions are present, clarifications are necessary, or additional information is required.

3.3.4.4 The Contractor shall have up to 30 days to complete a review, but the EPRE CO may direct other delivery terms based on circumstances including allowances for the size or complexity of the review.

3.3.4.5 Request for Estimate (RFE): Prior to initiating work on a specific allowability review, the EPRE CO or COR will forward new proposed allowability review items to the Contractor to preview.

3.3.4.6 The Contractor shall have three business days to preview the review project and submit the TFS Allowability Estimate with a proposed budgetary ceiling supported by a projected level-of-effort and labor skill distribution. If the Contractor concludes the review project cannot be completed in 30 days, the Contractor shall explain the circumstances (size, complexity, etc.) and include a delivery schedule with the estimate. (Refer to Table of Deliverables, TFS Allowability Estimate, Attachment 1.)

3.3.4.7 The Contractor shall not proceed with a review until a project number is assigned, the budget and delivery are established, and the project is initiated by the EPRE CO. The EPRE COR may initiate the review if the project is within the budgetary ceiling established by the CO and final delivery is within 30 days.

3.3.4.8 The Contractor shall deliver the completed Tax Allowability Report to the EPRE

CO and COR as specified in the Table of Deliverables, Tax Allowability Report, Attachment 1.

3.3.4.9 The Government will present the Contractor’s findings and recommendations to the telecommunications/network services CO for a final allowability determination. A determination shall be issued by the telecommunications/network services CO and delivered in writing to the EPRE Contractor by the EPRE COR or CO. (Per PWS 3.3.3 the Contractor shall post such structured revisions within three business days of the EPRE CO or COR’s written notice.)

3.3.4.10 Follow-up documentation and analysis may be requested if an item is challenged and remains unresolved.

3.3.4.11 The Contractor may be called upon to orally present (virtually or in-person, as required) findings supporting a TFS allowability determination.

3.3.4.12 The following items are within the scope of TFS allowability reviews:

3.3.4.12.1 Reviewing for allowability specific TFSs that have been invoiced under GSA telecommunications/network services contracts.

3.3.4.12.2 Determining if specific TFSs are allowable or unallowable based on the applicable tax statute, law, regulation, or citation, and providing the information to GSA.

3.3.4.12.3 Assisting GSA as needed whenever GSA discusses or negotiates TFSs allowability determinations with contractors.

3.3.4.12.4 Ensuring that structured updates applying to any new or modified TFSs are flagged for inclusion in the ALLTAX data file.

3.3.4.12.5 Investigating, studying, and preparing reports/presentations on telecommunications/network services pricing structures and telecommunications-related TFSs.

3.3.4.12.6 Analyzing charges appearing on invoices or proposed by GSA contracted carriers. Furnishing written recommendations based on the findings.

3.3.4.12.7 Reviewing negotiation strategies and assisting the Government in discussions with telecommunications/network services contractors.

3.3.4.13 TFS allowability reviews shall be charged on a labor-hour basis at the fixed rates established under IDIQ CLINS X002. TFS allowability reviews are subject to the scope definitions and ceilings established by the EPRE CO and shall not commence without prior authorization.

3.3.4.14 The effort required to collect, compile, manage, retain, protect, validate, format, and distribute revised TFS data on new or modified items falls within the scope of TFS Database Management (PWS 3.3.2) and Continuous Allowability Monitoring (PWS 3.3.3) included under fixed-price CLINs X001; accordingly, effort related to PWS 3.3.2 and 3.3.3 effort shall not be charged on a labor-hour basis.

4.0 OTHER OPERATIONAL & ADMINISTRATIVE REQUIREMENTS

4.1 Briefings and Consultations

The EPRE CO or COR may initiate brief consultations within the scope of the telecommunications/network services topics described in PWS 3.0. The Contractor shall acknowledge consultation requests within one business day and schedule supplemental sessions/teleconferences within three business days. Budgets and delivery dates for written reports or other consult deliverables shall be established by the CO. Hours for Briefings and Consultations shall be tracked and reported monthly on the ADR. (Refer to PWS 4.5.2 and Attachment 5, ADR Template)

The fixed-price Data Collection, Management, and Reporting CLINs X001 include up to 40 hours annually for Briefings and Consultations.

4.2 Quality Assurance and Quality Assurance Plan (QASP)

4.2.1 The Contractor’s proposal shall describe the quality assurance monitoring processes, procedures, and standards in place to effectively manage timeliness, quality, and costs.

4.2.2 The Contractor’s formal Quality Assurance Plan (QASP), reflecting goals and measurable quality standards, shall be submitted within 30 days of contract award. (Refer to Table of Deliverables, Attachment 1.)

4.2.3 Annually the Contractor shall furnish the QASP Self-Assessment addressing the extent to which measurable quality goals have been satisfied. (Refer to Table of Deliverables, Attachment 1.)

4.2.4 The Contractor’s self-assessment will be considered in developing the Government’s annual Contractor Performance Assessment Reporting System (CPARS) review. The Contractor shall revise the QASP annually, or more often, as appropriate.

4.2.5 The parameters delineated below are suggested as quantifiable measures of performance pertinent to this effort.

4.2.5.1 Timeliness

• Extent to which reports are delivered on time.

• Extent to which the Contractor meets Task Order delivery dates.

• Extent to which the Contractor responds promptly to requests for support.

4.2.5.2 Quality

• Extent to which follow-ups are required due to incomplete; inaccurate; or insufficiently detailed or researched reporting

• Extent to which regulatory filings are rejected due to filing errors or missed filing deadlines.

• Extent to which support resulted in cost savings to the Government.

4.2.5.3 Budget

• Extent to which the ADR is timely, accurate, and complete.

• Extent to which notification triggers are observed and reported.

• Extent to which Task Orders are completed within targeted budgets or funding levels.

4.2.5.4 Security

• Extent to which the IT security protocols address the secure handling of information and data.

• Extent of attentiveness to information management and security.

4.2.6 All activities and costs associated with quality assurance and reporting shall be included in the fixed-price services included under CLINs X001.

4.3 Transition Services

The services under the EPRE contract are vital to the Government and must be continued without interruption. Upon contract expiration either the Government or another contractor may continue them.

The Government may call upon the incumbent Contractor to effect an orderly and efficient transition to a successor. Notwithstanding the other provisions of the contract pertaining to transition, CLINs X001, shall include at no additional charge, up to 20 hours of phase-in, phase-out services for up to 90 days after the expiration of the contract.

4.4 Quarterly Program Reviews

The Contractor’s Program Manager and other key personnel shall meet quarterly, with the EPRE CO/CS, COR, Program Manager, and other Government representatives to discuss performance, budgeting, reports, and other issues related to on-going cases, projects, and activities. Per the Table of Deliverables, Attachment 1, the Contractor shall submit a Quarterly Program Review Agenda at least two business days prior to the scheduled program review. Any costs related to quarterly program reviews shall be included in the fixed-price services under CLINs X001.

4.5 Invoices

4.5.1 Invoices shall be submitted for payment on or before the tenth business day of each month in a format consistent with that provided in the Invoice Template, Attachment 6.

4.5.2 Activity Detail Report (ADR): Consistent with the invoicing provisions outlined in SECTION G, CONTRACT ADMINISTRATION DATA, and Federal Acquisition Regulation (FAR) 52.212-4 Alt I of the contract, the Contractor shall submit the ADR in support of the billable hours and reimbursement expenses cited on the monthly invoice.

4.5.2.1 The ADR shall be submitted with the monthly invoice.

4.5.2.2 The ADR shall support the COR in tracking hours, burn rates, task completion, and invoicing.

4.5.2.3 The ADR shall be formatted as an Excel workbook as illustrated by Attachment 5, Activity Detail Report (ADR) Template. The ADR shall account for all contract activities and expenses by Task Order. As prescribed, the Contractor shall track fixed charges, billable labor-hours, reimbursables, price ceilings, invoices, payments, consult hours, and funding balances. The COR shall direct ADR formatting as required to monitor deliverables, Task Order progress, invoicing, and closeout.

4.6 Task Orders

4.6.1 Projects not readily definable at the inception of this contract – including those pertaining to Intervention Support (PWS 3.1.2) or Focused Studies (PWS 3.2) -- shall be undertaken as needed under individually defined Task Orders. Task Orders are subject to the terms and conditions of the IDIQ contract.

• Intervention Support: Task Orders may augment the research provided in the

Regulatory Monitoring Report (RMR) in situations when additional support is necessary on pending litigation, regulatory rulings, case development, testimony, or other matters and activities requiring more intense focus and attention.

• Focused Studies: Task Orders may direct studies and reports on targeted topics impacting the price, delivery, quality, or availability of Federal telecommunications/network services.

The topics noted in PWS 3.1.2 and PWS 3.2 above suggest possible areas of interest;

however, owing to the evolving nature of telecommunications/network services, issues may arise which are not specifically expressed.

4.6.2 Fixed-Price Task Orders: Task Orders with clearly prescribed outcomes for which a level-of-effort can be reasonably ascertained shall be issued on a firm-fixed-price basis using the fixed-price rates and labor categories defined in SECTION B, SUPPLIES OR SERVICES AND PRICES/ COSTS, CLINs X003.

4.6.3 Labor-Hour Task Orders: Task Orders for activities which include unavoidable contingencies or unpredictable elements which make it difficult or impossible to reasonably define a level-of-effort, shall be established on a labor-hour basis using the fixed labor-hour rates and categories defined in SECTION B, SUPPLIES OR SERVICES AND PRICES/ COSTS, CLINs X004. Task Orders placed on a labor-hour basis shall be issued subject to a defined price ceiling and prescribed funding limitations.

4.6.4 Specific Task Order requirements shall be set forth in a Request for Quotation (RFQ) issued by the EPRE CO. Quotations are generally requested within ten business days, but the EPRE CO may set shorter or longer solicitation closing dates based on circumstances, e.g., urgency, complexity, or clarifications needed.

4.6.4.1 The Contractor shall acknowledge receipt of the RFQ within three business days.

4.6.4.2 The Contractor shall review the project PWS and estimate the level-of-effort required to complete the task within ten business days.

4.6.4.2.1 The Contractor shall submit a full cost estimate by applying projected hours to the rates established under IDIQ CLINs X003 (fixed-price hourly rates) or CLINs X004 (labor-hour rates).

4.6.4.2.2 The quotation shall:

• Include a short technical response explaining the approach and detailing the assumptions underlying the cost estimate.

• Describe any technical or administrative contingencies impacting projected costs.

• Address cost/technical risk and the extent to which actual cost is likely to diverge from the estimate.

• Accept the requested delivery or propose an alternate delivery schedule.

4.6.4.3 If there are questions or clarifications are required, the Contractor shall advise the EPRE CO within five business days of the RFQ issuance date.

4.7 Travel

4.7.1 Performance may require OCONUS or CONUS travel. Travel costs shall be reimbursed as specified by the EPRE CO subject the limitations set forth in the version of the Federal Travel Regulation (FTR) in effect when the travel expense is incurred.

• Travel costs not specifically authorized in advance by the EPRE CO shall be the responsibility of the Contractor.

• Two weeks before a proposed trip, travel requests shall be…