Final RFQ 5000178352-2 CDSW Hadoop Amendment 1 091224.pdf

RFQ 5000178352

COMBINED SYNOPSIS/SOLICITATION

This is a combined synopsis/solicitation for commercial supplies and service prepared in accordance with the format in Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; quotes are being requested and a written solicitation will not be issued.

This solicitation number is 5000178352 and is being issued as a Request for Quote (RFQ). This solicitation document incorporates all mandatory commercial item provisions and clauses that are in effect through Federal Acquisition Circular 2024-06 effective August 29, 2024.

This acquisition is a 100% Small Business Set-Aside. Offerors must have an active entity registration in the System for Award Management (SAM.gov).

This will be made as a Firm-Fixed Price, Single Award, solicited under North American Industry Classification System (NAICS) 513210, Software Publishers, with a business size of $47 Million.

FAR 52.212-1. Instruction to Offerors – Commercial Products and Commercial Services, applies to this acquisition.

Additional instructions have been provided herein.

FAR 52.212-2 is not incorporated into this solicitation.

Offerors shall include a completed copy of the provision at 52.212-3, Offeror Representations and Certifications – Commercial Products and Commercial Services, with its offer. Offeror shall complete and return all required provisions included in this solicitation.

FAR 52.212-4, Contract Terms and Conditions – Commercial Products and Commercial Services, applies to this acquisition. Additional Contract Terms and Conditions are included in Attachment 4 – Contract Clauses and Provisions.

FAR 52.212-5, Contract Terms and Conditions Required To Implement Statutes or Executive Orders-Commercial Products and Commercial Services applies and can be located in Attachment 4. Clauses applicable to this acquisition have been marked.

FAR 52.217-8, Option to Extend Services will be included in the contract.

Offerors are invited to submit their quotes in response to this notice by 12:00 PM Eastern Standard Time (EST), Monday, September 16, 2024 to Vanessa.Rodgers@irs.gov. All questions must be submitted to Vanessa.Rodgers@irs.gov by 11:00 AM EST, Friday, September 12, 2024.

The Internal Revenue Service Office of Procurement intends to award one contract for the HPE Ezmeral, Ciphertrust, and Elastic Search licensing and maintenance to the offeror that represents the Best Value to the Government using a Lowest Priced Technically Acceptable (LPTA) evaluation procedures. In order to be technically acceptable vendor shall meet the evaluation factors set forth in this solicitation.

All communications shall be directed within the stated deadlines to the attention of:

Name: Vanessa Rodgers Title: Contract Specialist Vanessa Rodgers@irs.gov

Attachments Attachment 1 – Pricing Section Attachment 2 – Statement of Work Attachment 3 – Representations and Certifications Attachment 4 – Provisions/Clauses Attachment 5 – FISMA Contract Language Attachment 6 - VPAT mailto:Vanessa.Rodgers@irs.gov mailto:Vanessa.Rodgers@irs.gov mailto:Vanessa%20Rodgers@irs.gov

1. The quote should be submitted in accordance with FAR 52.212-1 Addendum. The quote shall also include:

a. A completed “Pricing Section”. Quotes must provide the Line Items listed in “Pricing Section”, including Part Number (if applicable), List Price, any applicable discounted price, and the extended price.

b. Offer expiration date – The IRS requests the offeror's quote remain valid for a minimum period of 60 days from the date of submission.

c. Completed representations and certifications.

2. How your quote will be evaluated: A technical evaluation will be performed by the Program Management Office to determine whether the quote is technically acceptable i.e., meets the IRS’ requirement as outlined in Attachment 2 – Statement of Work. IRS contracting will evaluate the overall submission for responsiveness to the instructions and the completed pricing submission for price reasonableness. Any available past performance information will also be considered in determining the responsibility of the Offeror i.e. CPARS, past contracts, and judgements. The quote must comply with all instructions, specifications, and requirements set forth in the RFQ to be considered responsive.

Attachment 1

To be considered for award, the contractor must provide a firm fixed price quote for products listed below. Please fill in each column to be considered for award. Failure to fill in each column will make the contractor nonresponsive and will not be considered for award:

CLIN Company Part # Description Qty Unit Discounted Price

IRS

Extended Price

Total Price

Base Year - 9/28/2024 through 09/27/2025

0001 ElasticSearch SBF-SN Elastic Federal Platinum Subscription Brand Name

766 EA

0002 HPE R9J51AAE

HPE Ezmeral Data Fab Cvg An Hadoop E- LTU Brand Name

278 EA

0003 HPE R9J57AAE

HPE Ezmeral Data Fab Cvg Database E-LTU Brand Name

278 EA

0004 HPE R9J60AAE

HPE Ezmeral Data Fab Cvg Ev Stream E-LTU Brand Name 278

EA

0005 HPE R9J55AAE

HPE Ezmeral Data Fab Cvg SQL Drill E-LTU Brand Name 278 EA

0006 HPE R9J53AAE

HPE Ezmeral Data Fab Cvg Spark E-LTU Brand Name 278 EA

0007 HPE R9J62AAE

HPE Ezmeral Data Fab Port OS Plt E-LTU Brand Name 10 EA

0008 One Identity BPZ-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host 24x7 Maintenance Brand Name 100 EA

0009 One Identity BAF-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7 Maintenance Brand Name 1 EA

0010 One Identity BAF-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7 Maintenance Brand Name 1 EA

0011 One Identity BAF-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7 Maintenance Brand Name 1 EA

BPZ-BAL-PS-

One Identity Safeguard Privileged Sessions 100

CLIN Company Part #

Description Qty Unit Discounted Price

IRS

Extended Price

Total Price

Option Year 1 - 9/28/2025 through 09/27/2026

ElasticSearch SBF-SN

Elastic Federal Platinum Subscription Brand Name

EA

HPE R9J51AAE

HPE Ezmeral Data Fab Cvg An Hadoop E-LTU Brand Name

HPE R9J57AAE

Database E-LTU Brand

HPE R9J60AAE

Ev Stream E-LTU Brand Name 278

HPE R9J55AAE

SQL Drill E-LTU Brand

HPE R9J53AAE

Spark E-LTU Brand Name 278

HPE R9J62AAE

HPE Ezmeral Data Fab Port OS Plt E-LTU Brand Name 10

One Identity BPZ-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host 24x7 Maintenance Brand Name 100

One Identity BAF-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7 Maintenance Brand Name 1

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7 Maintenance Brand

One Identity

Module Per Host 24x7 Maintenance Brand Name

0013 One Identity

BPZ-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host 24x7 Maintenance Brand Name 100

One Identity ZAC-BAL-PS-

One Identity Safeguard Session Appliance 4000 Bundle 24x7 Maintenance Pack Brand Name 8

Ciphertrust 976-00001-

001G-PM1

Ciphertrust Flex Connector Bundle, Basic, Perpetual.

CTM Connector Plus 1- Year Brand Name 656

Ciphertrust 976-00003-

Ciphertrust Flex Connector Bundle, Advanced, Perpetual. CTM Connector Plus 1-Year Brand Name 34

0011 One Identity

BAF-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7 Maintenance Brand Name 1

EA

0012 One Identity BPZ-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host 24x7 Maintenance Brand Name 100 EA

0013 One Identity BPZ-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host 24x7 Maintenance Brand Name 100 EA

0014 One Identity ZAC-BAL-PS-

One Identity Safeguard Session Appliance 4000 Bundle 24x7 Maintenance Pack Brand Name 8 EA

0015 Ciphertrust 976-00001-

001G-PM1

Ciphertrust Flex Connector Bundle, Basic, Perpetual.

CTM Connector Plus 1- Year Brand Name 656 EA

0016 Ciphertrust 976-00003-

001G-PM1

Ciphertrust Flex Connector Bundle, Advanced, Perpetual. CTM Connector Plus 1-Year Brand Name 34 EA

CLIN Company Part # Description Qty Unit Discounted Price

IRS

Extended Price

Total Price

Option Year 2 - 9/28/2026 through 09/27/2027

0001 ElasticSearch SBF-SN Elastic Federal Platinum Subscription Brand Name 766 EA

0002 HPE R9J51AAE

HPE Ezmeral Data Fab Cvg An Hadoop E- LTU Brand Name 278 EA

0003 HPE R9J57AAE

HPE Ezmeral Data Fab Cvg Database E- LTU Brand Name 278 EA

0004 HPE R9J60AAE

HPE Ezmeral Data Fab Cvg Ev Stream E-LTU Brand Name 278 EA

0005 HPE R9J55AAE

HPE Ezmeral Data Fab Cvg SQL Drill E-LTU Brand Name 278 EA

0006 HPE R9J53AAE

HPE Ezmeral Data Fab Cvg Spark E-LTU Brand Name 278 EA

0007 HPE R9J62AAE

HPE Ezmeral Data Fab Port OS Plt E-LTU Brand Name 10 EA

0008 One Identity BPZ-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host 24x7 Maintenance Renewal Brand Name 100 EA

BAF-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host High Availability 1

0009 One Identity 24x7 Maintenance Renewal Brand Name

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7 Maintenance Renewal Brand Name 1

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7 Maintenance Renewal

One Identity Safeguard Privileged Sessions Module

Renewal Brand Name 100

One Identity Safeguard Privileged Sessions Module

Renewal Brand Name 100

One Identity Safeguard Session Appliance 4000 Bundle 24x7 Maintenance Renewal Pack Brand Name 8

Ciphertrust Flex Connector Bundle, Basic, Perpetual.

Ciphertrust 976-00003-

Ciphertrust Flex Connector Bundle, Advanced, Perpetual. CTM Connector Plus 1-Year Brand Name 34

CLIN Company Part #

Description Qty Unit Discounted Price

IRS

Extended Price

Total Price

Option Year 3 - 9/28/2027 through 09/27/2028

ElasticSearch SBF-SN

Elastic Federal Platinum Subscription Brand Name

HPE R9J51AAE

HPE Ezmeral Data Fab Cvg An Hadoop E- LTU Brand Name

HPE R9J57AAE

Cvg Database E-LTU Brand Name

Cvg Ev Stream E-LTU Brand Name 278

Cvg SQL Drill E-LTU Brand

Cvg Spark E-LTU Brand

Port OS Plt E-LTU Brand Name 10

0008 One Identity BPZ-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host 24x7 Maintenance Renewal Brand Name 100 EA

0009 One Identity BAF-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7 Maintenance Renewal Brand Name 1 EA

0010 One Identity BAF-BAL-PS-

One Identity Safeguard Privileged Sessions Brand Name Module Per Host High Availability 24x7 Maintenance Renewal Brand Name 1 EA

0011 One Identity BAF-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7 Maintenance Renewal Brand Name 1 EA

0012 One Identity BPZ-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host 24x7 Maintenance Renewal Brand Name 100 EA

0013 One Identity BPZ-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host 24x7 Maintenance Renewal Brand Name 100 EA

0014 One Identity ZAC-BAL-PS-

One Identity Safeguard Session Appliance 4000 Bundle 24x7 Maintenance Renewal Pack Brand Name 8 EA

0015 Ciphertrust 976-00001-

001G-PM1

Ciphertrust Flex Connector Bundle, Basic, Perpetual.

CTM Connector Plus 1- Year Brand Name 656 EA

0016 Ciphertrust 976-00003-

001G-PM1

Ciphertrust Flex Connector Bundle, Advanced, Perpetual. CTM Connector Plus 1-Year Brand Name 34 EA

CLIN Company Part # Description Qty Unit Discounted Price

IRS

Extended Price

Total Price

Option Year 4 - 9/28/2028 through 09/27/2029

0001 ElasticSearch SBF-SN Elastic Federal Platinum Subscription Brand Name 766 EA

0002 HPE R9J51AAE

HPE Ezmeral Data Fab Cvg An Hadoop E- LTU Brand Name 278 EA

0003 HPE R9J57AAE

HPE Ezmeral Data Fab Cvg Database E- LTU Brand Name 278 EA

Cvg Ev Stream E-LTU Brand Name 278

Cvg SQL Drill E-LTU Brand

Cvg Spark E-LTU Brand

Port OS Plt E-LTU Brand Name 10

One Identity Safeguard Privileged Sessions Module Per Host 24x7 Maintenance Renewal

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7

One Identity Safeguard Privileged Sessions Module Per Host 24x7

One Identity Safeguard Privileged Sessions Module Per Host 24x7

One Identity Safeguard Session Appliance 4000 Bundle 24x7 Maintenance Renewal Pack Brand Name 8

Ciphertrust Flex Connector Bundle, Basic, Perpetual.

976-00003-

Ciphertrust Flex Connector Bundle, Advanced, 34

0016 Ciphertrust Perpetual. CTM Connector Plus 1-Year Brand Name EA

Attachment 2

STATEMENT OF WORK (SOW)

HPE Ezmeral, Ciphertrust, and Elastic Search Licensing and Maintenance

1. Introduction:

The Internal Revenue Service (IRS) Data Services Cyber Security Data Warehouse (CSDW) requires the procurement of HPE Ezmeral (formally known as MapR), Elastic Search, and Ciphertrust software renewal licenses and One Identity Safeguard software maintenance (formally known as Balabit). This acquisition will refresh and expand upon the capability of the environment already in place. The environment’s goal is to implement a multilayered defense architecture which will deliver the IRS Cybersecurity organization the ability to quickly focus energy on detecting and preventing both internal and external cyber threats. In addition, the Hadoop environment will provide the Data Services Warehouse team benefits in reducing time spent preparing data, exploring data, and building analytical models.

2. Background:

The Internal Revenue Service (IRS) has invested significant resources in securing their Information Technology (IT) Infrastructure and protecting its critical data. Part of the infrastructure includes CSDW computing and storage technology that supports log collection and analysis to secure the enterprise and prevent fraudulent activity.

3. Scope of Work:

The vendor shall furnish HPE Ezmeral, Elastic Search, and Ciphertrust software renewal licenses and One Identity Safeguard software maintenance licenses as specified by the Government throughout the contract’s base Period of Performance and any exercised Option periods.

Item# Company Part #

Description Qty

Base Year - 9/28/2024 through 09/27/2025 0001 ElasticSearch SBF-SN Elastic Federal Platinum Subscription Brand Name 766

0002 HPE

R9J51AAE

HPE Ezmeral Data Fab Cvg An Hadoop E-LTU Brand

0003 HPE

R9J57AAE

HPE Ezmeral Data Fab Cvg Database E-LTU Brand

0004 HPE

R9J60AAE

HPE Ezmeral Data Fab Cvg Ev Stream E-LTU Brand Name 278

0005 HPE

R9J55AAE

HPE Ezmeral Data Fab Cvg SQL Drill E-LTU Brand Name 278

0006 HPE R9J53AAE HPE Ezmeral Data Fab Cvg Spark E-LTU Brand Name 278

0007 HPE

R9J62AAE

HPE Ezmeral Data Fab Port OS Plt E-LTU Brand Name 10

0008 One Identity BPZ-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host 24x7 Maintenance Brand Name 100

0009 One Identity BAF-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7 Maintenance Brand Name 1

0010 One Identity BAF-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7 Maintenance Brand Name 1

0011 One Identity BAF-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7 Maintenance Brand Name 1

Item # Company Part # Description Qty

Option Year 1 - 9/28/2025 through 09/27/2026 0001 ElasticSearch SBF-SN Elastic Federal Platinum Subscription Brand Name 766

0002 HPE

R9J51AAE

HPE Ezmeral Data Fab Cvg An Hadoop E- LTU Brand Name 278

0003 HPE

R9J57AAE

HPE Ezmeral Data Fab Cvg Database E-LTU Brand Name 278

0004 HPE

R9J60AAE

HPE Ezmeral Data Fab Cvg Ev Stream E-LTU Brand Name 278

0005 HPE

R9J55AAE

HPE Ezmeral Data Fab Cvg SQL Drill E-LTU Brand Name 278

0006 HPE

R9J53AAE

HPE Ezmeral Data Fab Cvg Spark E-LTU Brand Name 278

0007 HPE

R9J62AAE

HPE Ezmeral Data Fab Port OS Plt E-LTU Brand Name 10

0008 One Identity BPZ-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host 24x7 Maintenance Brand Name 100

0009 One Identity

BAF-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7 Maintenance Brand Name 1

0010 One Identity

BAF-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7 Maintenance Brand Name 1

0011 One Identity

BAF-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7 Maintenance Brand Name 1

0012 One Identity BPZ-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host 24x7 Maintenance Brand Name 100

0013 One Identity BPZ-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host 24x7 Maintenance Brand Name 100

0014 One Identity ZAC-BAL-PS-

One Identity Safeguard Session Appliance 4000 Bundle 24x7 Maintenance Pack Brand Name 8

0015 Ciphertrust 976-00001-

001G-PM1

Ciphertrust Flex Connector Bundle, Basic, Perpetual.

CTM Connector Plus 1-Year Brand Name 656

0016 Ciphertrust 976-00003-

001G-PM1

Ciphertrust Flex Connector Bundle, Advanced, Perpetual. CTM Connector Plus 1-Year Brand Name 34

Item # Company Part # Description Qty

Option Year 2 - 9/28/2026 through 09/27/2027 0001 ElasticSearch SBF-SN Elastic Federal Platinum Subscription Brand Name 766

0002 HPE

R9J51AAE

HPE Ezmeral Data Fab Cvg An Hadoop E- LTU Brand Name 278

0003 HPE

R9J57AAE

HPE Ezmeral Data Fab Cvg Database E-LTU Brand Name 278

0012 One Identity BPZ-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host 24x7 Maintenance Brand Name 100

0013 One Identity BPZ-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host 24x7 Maintenance Brand Name 100

0014 One Identity ZAC-BAL-PS-

One Identity Safeguard Session Appliance 4000 Bundle 24x7 Maintenance Pack Brand Name 8

0015 Ciphertrust 976-00001-

001G-PM1

Ciphertrust Flex Connector Bundle, Basic, Perpetual.

CTM Connector Plus 1-Year Brand Name 656

0016 Ciphertrust 976-00003-

001G-PM1

Ciphertrust Flex Connector Bundle, Advanced, Perpetual. CTM Connector Plus 1-Year Brand Name 34

R9J60AAE

HPE Ezmeral Data Fab Cvg Ev Stream E-LTU Brand Name 278

0005 HPE

R9J55AAE

HPE Ezmeral Data Fab Cvg SQL Drill E-LTU Brand Name 278

0006 HPE

R9J53AAE

HPE Ezmeral Data Fab Cvg Spark E-LTU Brand Name 278

0007 HPE

R9J62AAE

HPE Ezmeral Data Fab Port OS Plt E-LTU Brand Name 10

0008 One Identity BPZ-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host 24x7 Maintenance Brand Name 100

0009 One Identity

BAF-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7 Maintenance Brand Name 1

0010 One Identity

BAF-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7 Maintenance Brand Name 1

0011 One Identity

BAF-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7 Maintenance Brand Name 1

0012 One Identity BPZ-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host 24x7 Maintenance Brand Name 100

0013 One Identity BPZ-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host 24x7 Maintenance Brand Name 100

0014 One Identity ZAC-BAL-PS-

One Identity Safeguard Session Appliance 4000 Bundle 24x7 Maintenance Pack Brand Name 8

0015 Ciphertrust 976-00001-

001G-PM1

Ciphertrust Flex Connector Bundle, Basic, Perpetual.

CTM Connector Plus 1-Year Brand Name 656

0016 Ciphertrust 976-00003-

001G-PM1

Ciphertrust Flex Connector Bundle, Advanced, Item # Company Part #

Option Year 3 - 9/28/2027 through 09/27/2028 0001 ElasticSearch SBF-SN Elastic Federal Platinum Subscription Brand Name 766

0002 HPE

R9J51AAE

HPE Ezmeral Data Fab Cvg An Hadoop E-

R9J57AAE

R9J60AAE

HPE Ezmeral Data Fab Cvg Ev Stream E-LTU Brand Name 278

0005 HPE

R9J55AAE

HPE Ezmeral Data Fab Cvg SQL Drill E-LTU Brand Name 278

0006 HPE

R9J53AAE

HPE Ezmeral Data Fab Cvg Spark E-LTU Brand Name 278

0007 HPE

R9J62AAE

HPE Ezmeral Data Fab Port OS Plt E-LTU Brand Name 10

0008 One Identity BPZ-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host 24x7 Maintenance Brand Name 100

0009 One Identity

BAF-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7 Maintenance Brand Name 1

0010 One Identity

BAF-BAL-PS-

One Identity Safeguard Privileged Sessions Brand Name Module Per Host High Availability 24x7 Maintenance Brand Name 1

0011 One Identity

BAF-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7 Maintenance Brand

0012 One Identity BPZ-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host 24x7 Maintenance Brand Name 100

0013 One Identity BPZ-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host 24x7 Maintenance Brand Name 100

0014 One Identity ZAC-BAL-PS-

One Identity Safeguard Session Appliance 4000 Bundle 24x7 Maintenance Pack Brand Name 8

0015 Ciphertrust 976-00001-

001G-PM1

Ciphertrust Flex Connector Bundle, Basic, Perpetual.

CTM Connector Plus 1-Year Brand Name 656

0016 Ciphertrust 976-00003-

001G-PM1

Ciphertrust Flex Connector Bundle, Advanced, Item # Company Part #

Option Year 4 - 9/28/2028 through 09/27/2029 0001 ElasticSearch SBF-SN Elastic Federal Platinum Subscription Brand Name 766

0002 HPE

R9J51AAE

HPE Ezmeral Data Fab Cvg An Hadoop E-

R9J57AAE

R9J60AAE

HPE Ezmeral Data Fab Cvg Ev Stream E-LTU Brand Name 278

0005 HPE

R9J55AAE

HPE Ezmeral Data Fab Cvg SQL Drill E-LTU Brand Name 278

0006 HPE

R9J53AAE

HPE Ezmeral Data Fab Cvg Spark E-LTU Brand Name 278

0007 HPE

R9J62AAE

HPE Ezmeral Data Fab Port OS Plt E-LTU Brand Name 10

0008 One Identity BPZ-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host 24x7 Maintenance Brand Name 100

0009 One Identity

BAF-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7 Maintenance Brand Name 1

0010 One Identity

BAF-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7 Maintenance Brand Name 1

0011 One Identity

BAF-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host High Availability 24x7 Maintenance Brand Name 1

0012 One Identity BPZ-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host 24x7 Maintenance Brand Name 100

0013 One Identity BPZ-BAL-PS-

One Identity Safeguard Privileged Sessions Module Per Host 24x7 Maintenance Brand Name 100

0014 One Identity ZAC-BAL-PS-

One Identity Safeguard Session Appliance 4000 Bundle 24x7 Maintenance Pack Brand Name 8

0015 Ciphertrust 976-00001-

001G-PM1

Ciphertrust Flex Connector Bundle, Basic, Perpetual.

CTM Connector Plus 1-Year Brand Name 656

0016 Ciphertrust 976-00003-

001G-PM1

Ciphertrust Flex Connector Bundle, Advanced,

4. Tasks:

Service Level Maintenance Support for the Hadoop (Martinsburg/Memphis):

4.1 The maintenance services shall provide Enhanced Support Coverage on a 24x7x365 basis for software and operating system, technical support, and upgrades for all components of the deployed CSDW Upgrade and shall include the following:

• Telephone and email support centers

• Access to On-line e-support center for web support, online case management, and knowledge base.

• Access to patches, maintenance, and major releases of software updates;

• Shall meet Section 508 standards.

4.2 The Contractor shall provide all software release patches/bug fixes for purchased software covered and maintained under the contract at no additional charge to the IRS other than the Standard annual maintenance fee for the devices. All software releases and patches must be provided with appropriate supporting documentation in electronic or soft format. Maintenance fees will include a technical support option for on-site, phone, and on-line support.

4.3 Access to Government Property and Facilities:

Any required maintenance tasks required to be performed on-site in connection with the Email Gateway solution shall be performed at any of the following locations: Kearneysville, West Virginia and Memphis, Tennessee.

The Contractor shall abide by Department of the Treasury Directive (TD P) 15-71 regarding provisions for authorized entrance and exit at these facilities. When visiting a Government facility, the Contractor will be escorted at all times.

The Contractor may be subjected to search by Security personnel when visiting a Government facility.

The Contractor shall meet the following requirement for any on-site technical support personnel: U.S. Citizen or lawful Permanent Resident Alien with at least three or more years of U.S. residency from the date of legal entry into the U.S.

5. Delivery Instructions:

The delivery date for the software is 30 days after the approval of the award. The vendor will provide electronic copies of all software to the following points of contact:.

IRS ECC-MEM

ATTN: Darryl Hudson, MOD K CSIRC West

Eric Smith, MOD K CSIRC West

5333 Getwell Road

Memphis, TN 38118

Late Deliverables:

Notice of Late Delivery: In the event the contractor anticipates difficulty in complying with the contract delivery schedule, the contractor shall immediately provide written notice to the CO and the COR. For any task order level deliverable, the contractor shall provide written notification immediately to the COR, with a copy to the CO. Each notification shall give pertinent details, including the date by which the contractor expects to make delivery; provided, that this data shall be informational only in character and that receipt thereof shall not be construed as a waiver by the Government of any contract delivery schedule, or any rights or remedies provided by law or under this contract.

6. Place of Performance:

5333 Getwell Road

Memphis, TN 38118 and

250 Murall Drive

Keanrneysville, WV 25430-5200

7. Period of Performance:

The period of performance for the base year will be 09/28/2024 - 09/27/2025 with options as follows:

Option Period 1: 09/28/2025 - 09/27/2026 Option Period 2: 09/28/2026 - 09/27/2027 Option Period 3: 09/28/2027 - 09/27/2028 Option Period 4: 09/28/2028 - 09/27/2029

9. Government Furnished Property Access to Government property does not apply.

9.1 Government Furnished Information

Access to Government information does not apply.

10. Contract Administration Data

The Contracting Officer for this requirement is:

Internal Revenue Service Office of Procurement

Name: JW Terry Voice: 937-610-2123 Email: JW.R.Terry@irs.gov

Contract Specialist for this requirement is:

Internal Revenue Service Office of Procurement

Name: Vanessa Rodgers Voice: 904-661-3559 Email: Vanessa Rodgers@irs.gov

Contracting Officer’s Representative (COR) Point of Contact The COR Point of Contact for this order is listed below:

Internal Revenue Service Data Services Cyber Security Data Warehouse Name: Juan Acosta Phone: 240-412-5997 Email: juan.a.acosta@irs.gov

11. Technical Points of Contact:

Name: Darryl Hudson

5333 Getwell Road

Memphis, TN 38118

Email: Darryl.S.Hudson@irs.gov

12. Section 508 Compliance

IR1052.239-9000 Section 508 Information, Documentation and Support (DEC 2019)

In accordance with 36 CFR, Appendix C to Part 1194, the information and communication technology (ICT) (ICT) products and product support services documentation furnished in performance of this contract shall be provided at no mailto:juan.a.acosta@irs.gov mailto:Darryl.S.Hudson@irs.gov https://www.access-board.gov/ict/ https://www.section508.gov/buy/inventory-your-ict/ additional cost. The contractor shall provide information, documentation, and support relative to the supplies and services as described in the statement of work, performance work statement or statement of objectives (select one).

The following technical standards and provisions have been determined to be applicable to this contract:

_X__ Chapter 6: Support Documentation and Services

_X__ 601 General

_X__ 601.1

_X__ 602 Support Documentation

_X__ 602.1 _X__ 602.2 _X__ 602.3 _X__ 602.4

_X__ 603 Support Services

_X__ 603.1 _X__ 603.2 _X__ 603.3

(End of clause)

IR1052.239-9001 Section 508 Conformance (NOV 2020)

Each information and communication technology (ICT) product and/or product related service delivered under the terms of this contract, at a minimum, shall conform to the applicable accessibility standards at 36 CFR, Appendix C to Part 1194 at the level of conformance as specified in the Attachment entitled, “(Voluntary Product Accessibility Template

(VPAT)”

The following technical standards have been determined to be applicable to this contract:

___ Chapter 4: Hardware

___ 401 General

__ 401.1

___ 402 Closed Functionality

___ 402.1 ___ 402.2(1-6) ___ 402.3 ___ 402.4 ___ 402.5

___ 403 Biometrics

___ 403.1

___ 404 Preservation of Information Provided for Accessibility

___ 404.1

___ 405 Privacy

___ 405.1

___ 406 Standard Connections

___ 406.1

___ 407 Operable Parts

___ 407.1 ___ 407.2 ___ 407.3 ___ 407.4 ___ 407.5 ___ 407.6 ___ 407.7 ___ 407.8

___ 408 Display Screens

___ 408.1 ___ 408.2 ___ 408.3

___ 409 Status Indictors

___ 409.1

___ 410 Color Coding

___ 410.1

___ 411 Audible Signals

___ 411.1

___ 412 ICT with Two-Way Communication

___ 412.1 ___ 412.2 ___ 412.3 ___ 412.4 ___ 412.5 ___ 412.6 ___ 412.7 ___412.8

___ 413 Closed Caption Processing Technologies

___ 413.1

___ 414 Audio Description Processing Technologies

___ 414.1

___ 415 User Controls for Captions and Audio Descriptions

___ 415.1

_X__ Chapter 5: Software

_X__ 501 General

_X__ 501.1

_X__ 502 Interoperability with Assistive Technology

_X__ 502.1 _X__ 502.2 _X__ 502.3 _X__ 502.4(A-G)

_X__ 503 Applications

_X__ 503.1 _X__ 503.2 _X__ 503.3 _X__ 503.4

_X__ 504 Authoring Tools

_X__ 504.1 _X__ 504.2 _X__ 504.3 _X__ 504.4

_X__ Chapter 7: Referenced Standards

_X__ 701 General

_X__ 701.1

_X__ 702 Incorporation by Reference

_X__ 702.1 ___ 702.2 _X__ 702.3 _X__ 702.4 ___ 702.5 _X__ 702.6 ___ 702.7 ___ 702.8 ___ 702.9 _X__ 702.10

The standards do not require the installation of specific accessibility-related software or the attachment of an assistive technology device, but merely require that the ICT be compatible with such software and devices so that it can be made accessible if so required by the agency in the future.

The following functional performance criteria (36 CFR Chapter 3) apply to this contract.

_X__ Chapter 3: Functional Performance Criteria

_X__ 301 General

_X__ 301.1

_X__ 302 Functional Performance Criteria

_X__ 302.1 _X__ 302.2 _X__ 302.3 _X__ 302.4 _X__ 302.5 _X__ 302.6 _X__ 302.7 _X__ 302.8 _X__ 302.9

(End of clause)

IR1052.239.9002 Section 508 Services (JUN 2022)

All contracts, solicitations, purchase orders, delivery orders and interagency agreements that contain a requirement of services which will result in the delivery of a new or updated information and communication technology(ICT) item/product must conform to the applicable provisions of the appropriate technical standards in 36 CFR, Appendix C to Part 1194, and functional performance criteria in 36 CFR Chapter 3, unless an agency exception to this requirement exists at FAR 39.204 Exceptions.

The following technical standards and provisions have been determined to be applicable to this contract:

___ Chapter 4: Hardware

___ 401 General

___ 401.1

___ 402 Closed Functionality

___ 402.1 ___ 402.2(1-6) ___ 402.3 ___ 402.4 ___ 402.5

___ 403 Biometrics

___ 403.1

___ 404 Preservation of Information Provided for Accessibility

___ 404.1

___ 405 Privacy

___ 405.1

___ 406 Standard Connections

___ 406.1

___ 407 Operable Parts https://www.access-board.gov/ict/ https://acquisition.gov/far/part-39#far_subpart_39_2

___ 407.1 ___ 407.2 ___ 407.3 ___ 407.4 ___ 407.5 ___ 407.6 ___ 407.7 ___ 407.8

___ 408 Display Screens

___ 408.1 ___ 408.2 ___ 408.3

___ 409 Status Indictors

___ 409.1

___ 410 Color Coding

___ 410.1

___ 411 Audible Signals

___ 411.1

___ 412 ICT with Two-Way Communication

___ 412.1 ___ 412.2 ___ 412.3 ___ 412.4 ___ 412.5 ___ 412.6 ___ 412.7 ___412.8

___ 413 Closed Caption Processing Technologies

___ 413.1

___ 414 Audio Description Processing Technologies

___ 414.1

___ 415 User Controls for Captions and Audio Descriptions

___ 415.1

_X__ Chapter 5: Software

_X__ 501 General

_X__ 501.1

_X__ 502 Interoperability with Assistive Technology

_X__ 502.1 _X__ 502.2 _X__ 502.3 _X__ 502.4(A-G)

_X__ 503 Applications

_X__ 503.1 _X__ 503.2 _X__ 503.3 _X__ 503.4

_X__ 504 Authoring Tools

_X__ 504.1 _X__ 504.2 _X__ 504.3 _X__ 504.4

_X__ Chapter 7: Referenced Standards

_X__ 701 General

_X__ 701.1

_X__ 702 Incorporation by Reference

_X__ 702.1 ___ 702.2 _X__ 702.3 _X__ 702.4 ___ 702.5 ___ 702.6 ___ 702.7 ___ 702.8 ___ 702.9 _X__ 702.10

The standards do not require the installation of specific accessibility-related software or the attachment of an assistive technology device, but merely require that the ICT be compatible with such software and devices so that it can be made accessible if so required by the agency in the future.

The following functional performance criteria (36 CFR Chapter 3) apply to this contract.

_X__ Chapter 3: Functional Performance Criteria

_X__ 301 General

_X__ 301.1

_X__ 302 Functional Performance Criteria

_X__ 302.1 _X__ 302.2 _X__ 302.3 _X__ 302.4 _X__ 302.5 _X__ 302.6 _X__ 302.7 _X__ 302.8 _X__ 302.9

(End of clause)

Attachment 3 Representations and Certifications

52.204-24 Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment (Nov 2021)

The Offeror shall not complete the representation at paragraph (d)(1) of this provision if the Offeror has represented that it “does not provide covered telecommunications equipment or services as a part of its offered products or services to the Government in the performance of any contract, subcontract, or other contractual instrument” in paragraph (c)(1) in the provision at 52.204-26, Covered Telecommunications Equipment or Services— Representation, or in paragraph (v)(2)(i) of the provision at 52.212-3, Offeror Representations and Certifications- Commercial Products and Commercial Services. The Offeror shall not complete the representation in paragraph (d)(2) of this provision if the Offeror has represented that it “does not use covered telecommunications equipment or services, or any equipment, system, or service that uses covered telecommunications equipment or services” in paragraph (c)(2) of the provision at 52.204-26, or in paragraph (v)(2)(ii) of the provision at 52.212-3.

a. Definitions. As used in this provision- Backhaul, covered telecommunications equipment or services, critical technology, interconnection arrangements, reasonable inquiry, roaming, and substantial or essential component have the meanings provided in the clause 52.204- 25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment.

b. Prohibition. (1) Section 889(a)(1)(A) of the John S. McCain National Defense Authorization Act for Fiscal Year

2019 (Pub. L. 115-232) prohibits the head of an executive agency on or after August 13, 2019, from procuring or obtaining, or extending or renewing a contract to procure or obtain, any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system. Nothing in the prohibition shall be construed to—

a. Prohibit the head of an executive agency from procuring with an entity to provide a service that connects to the facilities of a third-party, such as backhaul, roaming, or interconnection arrangements; or

b. Cover telecommunications equipment that cannot route or redirect user data traffic or cannot permit visibility into any user data or packets that such equipment transmits or otherwise handles.

(2) Section 889(a)(1)(B) of the John S. McCain National Defense Authorization Act for Fiscal Year 2019 (Pub. L. 115-

232) prohibits the head of an executive agency on or after August 13, 2020, from entering into a contract or extending or renewing a contract with an entity that uses any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system. This prohibition applies to the use of covered telecommunications equipment or services, regardless of whether that use is in performance of work under a federal contract. Nothing in the prohibition shall be construed to—

a. Prohibit the head of an executive agency from procuring with an entity to provide a service that connects to the facilities of a third-party, such as backhaul, roaming, or interconnection arrangements; or

b. Cover telecommunications equipment that cannot route or redirect user data traffic or cannot permit visibility into any user data or packets that such equipment transmits or otherwise handles.

(c) Procedures. The Offeror shall review the list of excluded parties in the System for Award Management (SAM)

(https://www.sam.gov) for entities excluded from receiving federal awards for “covered telecommunications equipment or services.”

(d) Representations. The Offeror represents that—

(1) It [ ] will, [ ] will not provide covered telecommunications equipment or services to the Government in the performance of any contract, subcontract or other contractual instrument resulting from this solicitation. The Offeror shall provide the additional disclosure information required at paragraph (e)(1) of this section if the Offeror responds “will” in paragraph (d)(1) of this section; and

(2) After conducting a reasonable inquiry, for purposes of this representation, the Offeror represents that—

It [ ] does, [ ] does not use covered telecommunications equipment or services, or use any equipment, system, or service that uses covered telecommunications equipment or services. The Offeror shall provide the additional disclosure information required at paragraph (e)(2) of this section if the Offeror responds “does” in paragraph (d)(2) of this section.

Disclosures. (1) Disclosure for the representation in paragraph (d)(1) of this provision. If the Offeror has responded “will” in the representation in paragraph (d)(1) of this provision, the Offeror shall provide the following information as part of the offer:

(i) For covered equipment—

(A) The entity that produced the covered telecommunications equipment (include entity name, unique entity identifier, CAGE code, and whether the entity was the original equipment manufacturer (OEM) or a distributor, if known);

(B) A description of all covered telecommunications equipment offered (include brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); and

(C) Explanation of the proposed use of covered telecommunications equipment and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(1) of this provision.

(ii) For covered services—

(A) If the service is related to item maintenance: A description of all covered telecommunications services offered

(include on the item being maintained: Brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); or

(B) If not associated with maintenance, the Product Service Code (PSC) of the service being provided; and explanation of the proposed use of covered telecommunications services and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(1) of this provision.

(2) Disclosure for the representation in paragraph (d)(2) of this provision. If the Offeror has responded “does” in the representation in paragraph (d)(2) of this provision, the Offeror shall provide the following information as part of the offer:

1. For covered equipment—

(A) The entity that produced the covered telecommunications equipment (include entity name, unique entity identifier, CAGE code, and whether the entity was the OEM or a distributor, if known);

(B) A description of all covered telecommunications equipment offered (include brand; model number, such as

OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); and

(C) Explanation of the proposed use of covered telecommunications equipment and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(2) of this provision.

• For covered services—

(A) If the service is related to item maintenance: A description of all covered telecommunications services offered

(include on the item being maintained: Brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); or

(B) If not associated with maintenance, the PSC of the service being provided; and explanation of the proposed use of covered telecommunications services and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(2) of this provision.

(End of Provision)

52.212-3 Offeror Representations and Certifications—Commercial Products and Commercial Services (May 2024)

The Offeror shall complete only paragraph (b) of this provision if the Offeror has completed the annual representations and certification electronically in the System for Award Management (SAM) accessed through https://www.sam.gov. If the Offeror has not completed the annual representations and certifications electronically, the Offeror shall complete only paragraphs (c) through (v) of this provision.

(a) Definitions. As used in this provision—

Covered telecommunications equipment or services has the meaning provided in the clause 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment.

Economically disadvantaged women-owned small business (EDWOSB) concern means a small business concern that is at least 51 percent directly and unconditionally owned by, and the management and daily business operations of which are controlled by, one or more women who are citizens of the United States and who are economically disadvantaged in accordance with 13 CFR part 127, and the concern is certified by SBA or an approved third-party certifier in accordance with 13 CFR 127.300. It automatically qualifies as a women-owned small business eligible under the WOSB Program.

Forced or indentured child labor means all work or service—

(1) Exacted from any person under the age of 18 under the menace of any penalty for its nonperformance and for which the worker does not offer himself voluntarily; or

(2) Performed by any person under the age of 18 pursuant to a contract the enforcement of which can be accomplished by process or penalties.

Highest-level owner means the entity that owns or controls an immediate owner of the offeror, or that owns or controls one or more entities that control an immediate owner of the offeror. No entity owns or exercises control of the highest level owner.

Immediate owner means an entity, other than the offeror, that has direct control of the offeror. Indicators of control include, but are not limited to, one or more of the following: Ownership or interlocking management, identity of interests among family members, shared facilities and equipment, and the common use of employees.

Inverted domestic corporation means a foreign incorporated entity that meets the definition of an inverted domestic corporation under 6 U.S.C. 395(b), applied in accordance with the rules and definitions of 6 U.S.C. 395(c).

Manufactured end product means any end product in product and service codes (PSCs) 1000-9999, except—

(1) PSC 5510, Lumber and Related Basic Wood Materials;

(2) Product or Service Group (PSG) 87, Agricultural Supplies;

(3) PSG 88, Live Animals;

(4) PSG 89, Subsistence;

(5) PSC 9410, Crude Grades of Plant Materials;

(6) PSC 9430, Miscellaneous Crude Animal Products, Inedible;

(7) PSC 9440, Miscellaneous Crude Agricultural and Forestry Products;

(8) PSC 9610, Ores;

(9) PSC 9620, Minerals, Natural and Synthetic; and

(10) PSC 9630, Additive Metal Materials.

Place of manufacture means the place where an end product is assembled out of components, or otherwise made or processed from raw materials into the finished product that is to be provided to the Government. If a product is disassembled and reassembled, the place of reassembly is not the place of manufacture.

Predecessor means an entity that is replaced by a successor and includes any predecessors of the predecessor.

Reasonable inquiry has the meaning provided in the clause 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment.

Restricted business operations means business operations in Sudan that include power production activities, mineral extraction activities, oil-related activities, or the production of military equipment, as those terms are defined in the Sudan Accountability and Divestment Act of 2007 (Pub. L. 110-174). Restricted business operations do not include business operations that the person (as that term is defined in Section 2 of the Sudan Accountability and Divestment Act of 2007) conducting the business can demonstrate—

(1) Are conducted under contract directly and exclusively with the regional government of southern Sudan;

(2) Are conducted pursuant to specific authorization from the Office of Foreign Assets Control in the Department of the Treasury, or are expressly exempted under Federal law from the requirement to be conducted under such authorization;

(3) Consist of providing goods or services to marginalized populations of Sudan;

(4) Consist of providing goods or services to an internationally recognized peacekeeping force or humanitarian organization;

(5) Consist of providing goods or services that are used only to promote health or education; or

(6) Have been voluntarily suspended.

Sensitive technology—

(1) Means hardware, software, telecommunications equipment, or any other technology that is to be used specifically—

(i) To restrict the free flow of unbiased information in Iran; or

(ii) To disrupt, monitor, or otherwise restrict speech of the people of Iran; and

(2) Does not include information or informational materials the export of which the President does not have the authority to regulate or prohibit pursuant to section 203(b)(3) of the International Emergency Economic Powers Act (50 U.S.C.

1702(b)(3)).

Service-disabled veteran-owned small business (SDVOSB) concern means a small business concern—

(1)(i) Not less than 51 percent of which is owned and controlled by one or more service-disabled veterans or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more service-disabled veterans; and

(ii) The management and daily business operations of which are controlled by one or more service-disabled veterans or, in the case of a service-disabled veteran with permanent and severe disability, the spouse or permanent caregiver of such veteran; or

(2) A small business concern eligible under the SDVOSB Program in accordance with 13 CFR part 128 (see subpart 19.14).

(3) Service-disabled veteran, as used in this definition, means a veteran as defined in 38 U.S.C. 101(2), with a disability that is service-connected, as defined in 38 U.S.C. 101(16), and who is registered in the Beneficiary Identification and Records Locator Subsystem, or successor system that is maintained by the Department of Veterans Affairs' Veterans Benefits Administration, as a service-disabled veteran.

Service-disabled veteran-owned small business (SDVOSB) concern eligible under the SDVOSB Program means an SDVOSB concern that—

(1) Effective January 1, 2024, is designated in the System for Award Management (SAM) as certified by the Small Business Administration (SBA) in accordance with 13 CFR 128.300; or

(2) Has represented that it is an SDVOSB concern in SAM and submitted a complete application for certification to SBA on or before December 31, 2023.

Service-disabled veteran-owned small business (SDVOSB) Program means a program that authorizes contracting officers to limit competition, including award on a sole-source basis, to SDVOSB concerns eligible under the SDVOSB Program.

Small business concern—(1) Means a concern, including its affiliates, that is independently owned and operated, not dominant in its field of operation, and qualified as a small business under the criteria in 13 CFR part 121 and size standards in this solicitation.

(2) Affiliates, as used in this definition, means business concerns, one of whom directly or indirectly controls or has the power to control the others, or a third party or parties control or have the power to control the others. In determining whether affiliation exists, consideration is given to all appropriate factors including common ownership, common management, and contractual relationships. SBA determines affiliation based on the factors set forth at 13 CFR 121.103.

Small disadvantaged business concern, consistent with 13 CFR 124.1001, means a small business concern under the size standard applicable to the acquisition, that—

(1) Is at least 51 percent unconditionally and directly owned (as defined at 13 CFR 124.105) by—

(i) One or more socially disadvantaged (as defined at 13 CFR 124.103) and economically disadvantaged (as defined at 13 CFR 124.104) individuals who are citizens of the United States; and

(ii) Each individual claiming economic disadvantage has a net worth not exceeding the threshold at 13 CFR 124.104(c)(2) after taking into account the applicable exclusions set forth at 13 CFR 124.104(c)(2); and

(2) The management and daily business operations of which are controlled (as defined at 13.CFR 124.106) by individuals, who meet the criteria in paragraphs (1)(i) and (ii) of this definition.

Subsidiary means an entity in which more than 50 percent of the entity is owned—

(1) Directly by a parent corporation; or

(2) Through another subsidiary of a parent corporation.

Successor means an entity that has replaced a predecessor by acquiring the assets and carrying out the affairs of the predecessor under a new name (often through acquisition or merger). The term “successor” does not include new offices/divisions of the same company or a company that only changes its name. The extent of the responsibility of the successor for the liabilities of the predecessor may vary, depending on State law and specific circumstances.

Veteran-owned small business concern means a small business concern—

(1) Not less than 51 percent of which is owned and controlled by one or more veterans (as defined at 38 U.S.C. 101(2)) or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more veterans; and

(2) The management and daily business operations of which are controlled by one or more veterans.

Women-owned business concern means a concern which is at least 51 percent owned…