18Q0001_RFQ_MS_SCCM_2016_Final.pdf

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

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

1. REQUISITION NUMBER

5. SOLICITATION NUMBER

60RRBH18Q0001

2. CONTRACT NO. 3. AWARD/EFFECTIVE DATE 4. ORDER NUMBER 6. SOLICITATION ISSUE

DATE

02/01/2018

7. FOR SOLICITATION INFORMATION

CALL:

a. NAME Richard Ball (richard.ball@rrb.gov)

b. TELEPHONE NUMBER (No collect calls) 312-751-4510

8. OFFER DUE DATE / LOCAL

TIME

02/22/2018 11:00:00

CODE ACQMGMT

U.S. Railroad Retirement Board Acquisition Management 844 N. Rush St.

Chicago, IL 60611

9. ISSUED BY UNRESTRICTED OR X SET ASIDE: % FOR

X SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

WOMEN-OWNED SMALL BUSINESS (WOSB)

ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

8(A)

NAICS: 541519

SIZE STANDARD: $27,500,000

10. THE ACQUISITION IS

SEE

SCHEDULE

X

11. DELIVERY FOR FOB DESTINATION

UNLESS BLOCK IS MARKED 0 Days: 0.00 %

0 Days: 0.00 % 0 Days: 0.00 % 0 Days: 0.00 %

12. DISCOUNT TERMS

13a. THIS CONTRACT IS

RATED ORDER UNDER DPAS

X

13b. RATING True

X RFQ IFB RFP

14. METHOD OF SOLICITATION

091CODE15. DELIVER TO

U.S. RAILROAD RETIREMENT BOARD

BUREAU OF INFORMATION SYSTEMS

844 N RUSH ST., 3RD FL.

CHICAGO, IL 60611

CODE 03916. ADMINISTERED BY

U.S.RAILROAD RETIREMENT BOARD

ACQUISITION MANAGEMENT

844 N. RUSH ST., 9TH FL.

CHICAGO, IL 60611

FACILITY

CODE

CODE

Telephone No.

17a. CONTRACTOR/

OFFEROR

CODE18a. PAYMENT WILL BE MADE BY

U.S. RAILROAD RETIREMENT BOARD

FISCAL OPERATIONS

844 N RUSH ST., 5TH FLOOR

CHICAGO, IL 60611

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN

OFFER SEE ADDENDUM

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW IS

CHECKED

19. ITEM NO. 20. SCHEDULE OF SUPPLIES/SERVICES

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

21. QUANTITY 22. UNIT 23. UNIT PRICE 24. AMOUNT

See Lines

25. ACCOUNTING AND APPROPRIATION DATA

See Line Item Detail

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

X 27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4, FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA ARE X ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4, 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN ____ COPIES TO

ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER ALL ITEMS SET FORTH

OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL SHEETS SUBJECT TO THE

TERMS AND CONDITIONS SPECIFIED.

29. AWARD OF CONTRACT: REF. _____________________________ OFFER

DATED _________________ . YOUR OFFER ON SOLICITATION (BLOCK 5)

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH HEREIN,

IS ACCEPTED AS TO ITEMS:

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

30b. NAME AND TITLE OF SIGNER (TYPE OR PRINT) 30c. DATE SIGNED 31b. NAME OF THE CONTRACTING OFFICER (TYPE OR PRINT) Paul T. Ahern

31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 02/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

Document Number: 60RRBH18Q0001 PROCESSED Page 1 of 34

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

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

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

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

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

PARTIAL FINAL

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

CORRECT FOR

COMPLETE PARTIAL FINAL

36. PAYMENT 37. CHECK NUMBER

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

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

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

42b. RECEIVED AT (Location)

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

STANDARD FORM 1449 (REV. 02/2012) BACK

Document Number: 60RRBH18Q0001 PROCESSED Page 2 of 34

Table of Contents

Section Description Page Number

I Introduction Introduction

II Schedule of Supplies and Services Schedule of Supplies and Services

III Statement of Work Description of products, services and specifications

IV General Terms and Conditions 52.212-3 Offeror Representations and Certifications--Commercial Items (Nov 2017) RRB.A.07 General RRB Provision-7.The Role of Government Personnel and Responsibility for Contract Administration RRB.A.01 General RRB Provision-1.Technical Direction RRB.A.05 A. General RRB Provision-5.Post award meeting 52.224-1 Privacy Act Notification (Apr 1984) 52.224-2 Privacy Act (Apr 1984) RRB.C.01 C.IT Specific Provisions-1.Section 508 Compliance RRB.C.02 C.IT Specific Provisions-2.Implementation of Commonly Accepted Security Configurations for Windows Operating Systems RRB.C.03 C.IT Specific Provisions-3.Internet Protocol Version 6 RRB.C.04 C.IT Specific Provisions-4.Standard for Security Configurations RRB.B.01 B. Security Provisions-1.Security Information RRB.B.02 B. Security Provisions-1. Privacy Or Security Safeguards (AUG 1996) FAR 52.239-1 (with RRB Fill-ins) 52.212-5 Contract Terms and Conditions Required To Implement Statutes or Executive Orders--Commercial Items (Nov 2017) 52.252-1 Solicitation Provisions Incorporated by Reference (Feb 1998) 52.232-18 Availability Of Funds (Apr 1984) 52.232-19 Availability Of Funds For The Next Fiscal Year (Apr 1984) 52.217-8 Option to Extend Services (Nov 1999) RRB.A.03 A. General RRB Provision-3.Billing RRB.A.8 Remittance Address 52.217-9 Option to Extend the Term of the Contract (Mar 2000)

V Proposal Submission Instructions RRB Supplement to FAR 52.212-1, Instructions to Offerors

VI Evaluation and Award RRB Supplement to FAR 52.212-1, Evaluation Commercial Items

VII List of Attachments

Document Number: 60RRBH18Q0001 PROCESSED Page 3 of 34

Section I - Introduction

Introduction

A. Agency Information:

The U.S. Railroad Retirement Board (RRB) is an independent federal agency that administers a retirement and survivor benefit pro-gram for railroad employees and their families. The RRB was established by the Railroad Retirement Acts of 1937 and 1974. It's be-nefit program was the forerunner of the more familiar social security system. The Railroad Retirement System is unique inasmuch as it is the only federally administered benefit program covering a single private industry. The RRB also administers the Railroad Unem-ployment Insurance Act which provides unemployment and sickness benefits to railroad employees.

The RRB’s headquarters is located at 844 North Rush Street, Chicago, IL, 60611. The RRB currently employs approximately 900 em-ployees who work in its headquarters and in 54 remote offices across the country in localities easily accessible by large numbers of railroad workers.

B. Objectives:

The RRB is seeking quotations from local Chicago area small business contractors for services to provide Microsoft System Center Configuration Manager (SCCM) 2016 Installation Planning, Installation, Configuration, Testing, Knowledge Transfer/Training, and Warranty Services, and Optional SCCM Assessment Services, as specified below in Sections II., and III.

C. Questions pertaining to this solicitation must be submitted in writing and received by this office in sufficient time to allow the timely transmission of written answers by solicitation amendment. To ensure this, the RRB will only answer questions received in this office no later than 11:00 AM CT on 02/07/2018. Offers are due no later than 11:00 AM CT on 02/22/2018.

D. Questions shall be submitted electronically to proposals@rrb.gov with the email subject line referencing the RFQ number of this solicitation.

E. Proposals shall be submitted electronically to proposals@rrb.gov with the email subject line referencing the RFQ number of this solicitation.

F. This solicitation is issued Subject to the Availability of Funds. The RRB does not have funds at this time for the requested services and an award of an order or contract for the requested services is subject to the availability of funds.

Section II - Schedule of Supplies and Services

Number Supplies or Services Quantity Unit Unit Price Total ( Inc. disc., tax, and fees)

0001 IT SYSTEMS ANALYSIS SERVICES 0.000000 $

Description: Installation Planning Services for Microsoft System Center Configuration Manager (SCCM) 2016. See section III for requirements.

Offerors shall enter a firm fixed-price above for the requested SCCM Installation Planning Services.

0002 IT-TELECOM- IT STRATEGY AND

ARCHITECTURE

0.000000 $

Description: Installation Services for Microsoft System Center Configuration Manager (SCCM) 2016. See section III for requirements.

Offerors shall enter a firm fixed-price above for the requested SCCM Installation Services.

0003 IT System Configuration 1.000000 JOB

Description: Configuration Services for Microsoft System Center Configuration Manager (SCCM) 2016. See section III for requirements.

Offerors shall enter a firm fixed-price above for the requested SCCM Configuration Services.

0004 IT System Configuration 1.000000 JOB

Description: Testing Services for Microsoft System Center Configuration Manager (SCCM) 2016. See section III for requirements.

Offerors shall enter a firm fixed-price above for the requested SCCM Testing Services.

Document Number: 60RRBH18Q0001 PROCESSED Page 4 of 34

Number Supplies or Services Quantity Unit Unit Price Total ( Inc. disc., tax, and fees)

0005 EDUCATION/TRAINING OTHER 1.000000 JOB

Description: Knowledge Transfer/Training Services, (onsite) at RRB Headquarters, for Microsoft System Center Configuration Manager (SCCM) 2016. See section III for requirements.

Offerors shall enter a firm fixed-price above for the requested SCCM Knowledge Transfer/Training Services.

0006 OTHER IT AND TELECOMMUNICATIONS

SERVICES

1.000000 $

Description: Warranty Services for Microsoft System Center Configuration Manager (SCCM). See section III for requirements.

Offerors shall enter a firm fixed-price above for the requested SCCM Warranty Services.

0007 IT SYSTEMS ANALYSIS SERVICES 1.000000 $

Description: OPTIONAL Assessment Services, of the RRB's administration of current Microsoft System Center Configuration Manager (SCCM). See section III for requirements.

Offerors shall enter a firm fixed-price above for the requested OPTIONAL SCCM Assessment Services.

Schedule of Supplies and Services.

A. The offeror shall provide, in line items above, "fully loaded" firm-fixed-pricing to provide the services specified in Section III of this solicitation, onsite at RRB Headquarters.

1. RRB defines “fully loaded rates” as the price inclusive of direct wage, fringe benefits, equipment needed but not provided by the RRB, overhead, general and administrative (G&A) costs, profit and fees, and travel and per diem costs for the contractor’s employ-ee(s) to perform the required services for the RRB. The Contractor does not have to provide a breakdown of the individual costs as part of the offering, only a certification that the travel, lodging, and per diem rates are included and will comply with the Federal Travel Regulations (FTR).

2. Offerors shall be Microsoft Certified contractors and be able to accept Microsoft Planning Credits towards the requested SCCM In-stallation Planning Services and if applicable, the Optional SCCM Assessment services. The RRB has planning Credits through the RRB’s Microsoft Enterprise License Agreement (MSEA).

B. Offerors shall certify that they are Microsoft Certified Partner as of the date of the submission of their offer, and that they have the certification/specialization level required by the manufacturer to provide the requested services in accordance with the applicable man-ufacturer certification/specialization requirements. Offerors shall provide the RRB with a copy of their Microsoft Partner Certification.

C. Price quotation for required services is valid thru __________ / __________ 2018. (60 days from the date of offer, unless otherwise stated).

1. The RRB requests that pricing for Optional services be valid through 09/30/2018. Enter optional validity date if needed __________ / __________ 2018.

D. Contractor Information for Order Administration

1) Order address: _____________________________________________

2) Business Size: _____________________________________________

3) Federal Tax Id #: ________________________

4) DUNS No.: _________________________

5) Remit Address: ___________________________________________

Document Number: 60RRBH18Q0001 PROCESSED Page 5 of 34

6) Authorized representatives: Business Technical

Name: ______________________ _______________________ Phone # ______________________ _______________________ Fax # ______________________ _______________________ E-mail: ______________________ _______________________

7) System for Award Management (SAM) registration completed and currently active: Yes [ ] No [ ]

8) Offeror must be registered on SAM to be eligible for award of an order.

Section III - Statement of Work

Description of products, services and specifications.

A. Requirement:

The RRB requires a Microsoft Certified partner to provide the following services onsite at the RRB Headquarters facility:

1. Installation Planning, Installation, Configuration, Testing, Knowledge Transfer/Training, and Warranty Services and Optional As-sessment Services for MS System Center Configuration Manager (SCCM) 2016. See section III.C, below.

B. Background:

1. RRB currently has SCCM 2012 installed with one site server and one boundary group. The current installation is used primarily for patch management and software distribution for the desktop environment to PCs throughout the RRB including remote field of-fices. Personnel at the RRB Customer service desk and system engineers use SCCM's Configuration Manager Console for remote ac-cess to desktops/laptops to provide assistance.

2. Other System Center components used at the agency are Operation Manager 2012 and Service Manager 2012. System Center is cur-rently licensed under the agency MESA. The RRB will download the contractor requested SCCM version from the RRB's MESA li-censing portal for the provision of the requested services.

3. The following describes the RRB's current Microsoft operating systems and device inventory:

a. Operating Systems

1) Desktop/Laptop

• Windows 7 (majority)

• Windows 8.1

• Windows 10

2) Servers

• Windows Server 2008r2

• Windows Server 2012r2 (majority)

• Windows Server 2016

b. Devices

Approximately 900 users and 1,500 computers that include desktops, laptops, boot sticks, and servers.

• Servers - 252

• Workstations - 1500, including HQ and remote field offices.

C. General Project Scope:

The Contractor shall work with RRB personnel in Chicago to implement SCCM 2016 or later version. All activities shall be limited to Windows operating systems servers and clients only.

The contractor shall provide, at a minimum, the following SCCM installation services:

Document Number: 60RRBH18Q0001 PROCESSED Page 6 of 34

1. SCCM Installation Planning

a. The Contractor shall discover RRB's current state, requirements, and end-state objectives

b. The Contractor shall create and deliver a design document. The design document shall include the minimal requirements and end-state objectives identified during the discovery phase of the project. Such end-state objectives include, but are not limited to, proper installation of SCCM, configuration and testing of SCCM in the RRB’s production and presumably development/test environments, knowledge transfer and training of RRB personnel. The detailed design document is subject to RRB approval before further work is to be accomplished.

c. The Contractor shall create and deliver detailed project plan, based on the design document and discovery phase. In addition to the above tasks outlined in the design plan, the project plan should include testing and knowledge transfer and training of RRB personnel.

The project plan is subject to RRB approval before further work is to be accomplished.

d. The Contractor shall create and deliver a deployment plan/schedule/procedures with deployment requirements, technical dependen-cies and assumptions. The deployment plan is subject to RRB approval before further work is to be accomplished.

2. SCCM Installation

a. The Contractor shall install SCCM 2016 or later version to a pre-prepared (Microsoft Windows 2016 operating system) virtual VM- Ware server. The installation shall follow the RRB accepted design plan.

b. The Contractor shall install/upgrade SCCM or clients/agents to all remaining RRB network servers and desktop workstations. The installation shall follow the RRB accepted design plan.

c. The Contractor shall submit, at a minimum, a weekly deployment status report documenting the state of the deployment of the SCCM server and 1,500 clients/agents. The deployment shall follow the RRB accepted deployment plan/schedule.

3. SCCM Configuration

The Contractor shall configure SCCM, at a minimum, based upon the RRB and Contractor agreed upon feature set requirements iden-tified during the discovery phase.

4. Test and Acceptance

The Contractor shall create and deliver SCCM unit acceptance test plans and unit test conditions that are to be based on what require-ments and features are agreed upon in the design plan. The RRB will use the acceptance test plans and unit test conditions to validate the proper installation and configuration of SCCM.

5. SCCM Knowledge Transfer and Training

The Contractor shall provide on-site Knowledge Transfer and instructor led training services at the RRB Headquarters facility for a minimum of twelve hours.

6. SCCM Warranty Services

The Contractor shall provide a warranty for the SCCM Installation services provided. The Contractor shall provide support for a min-imum of 90 days to address any issues that arise following the completion of the SCCM 2016 Installation services.

D. Deliverables

The following deliverables shall be provided to the RRB within the time frames stated below:

1. SCCM Design Document- to be submitted in a Microsoft Office format within 10 business days of the order/contract award date. The document shall include the items stated above in section III.C.1.b above. RRB will review and submit feedback and edits to the contractor within 5 business days. The Contractor shall submit the final design document within 3 business days of receipt of the RRB’s feedback and edits.

2. Project Plan- to be submitted in a Microsoft Office format within 15 business days of the delivery order award date. The document shall include the items stated above in section III.C.1.c above. RRB will review and submit feedback and edits to the contractor within 3 business days. The Contractor shall submit the final project plan within 2 business days of receipt of the RRB’s feedback and edits.

3. Deployment Plan/Schedule- to be submitted in a Microsoft Office format within 15 business days of the delivery order award date.

The document shall include the items stated above in section III.C.1.b above. RRB will review and submit feedback and edits to the contractor within 3 business days. The Contractor shall submit the deployment plan/schedule within 2 business days of receipt of the RRB’s feedback and edits.

Document Number: 60RRBH18Q0001 PROCESSED Page 7 of 34

4. Deployment Status Report: to be submitted weekly, following the acceptance of the Deployment Plan/Schedule by the RRB.

5 SCCM Installation Services- The services shall start within 2 business days of the RRB’s acceptance of the final Project Plan and Deployment Plan/Schedule. The services shall be completed within a total of 10 business days.

6 Test and Acceptance Plans- to be submitted in a Microsoft Office format within 20 business days of the delivery order award date.

The document shall include the items stated above in section III.C.1.b above. RRB will review and submit feedback and edits to the contractor within 5 business days. The Contractor shall submit the final design document within 3 business days of receipt of the RRB’s feedback and edits.

7 Knowledge Transfer and Training- The services shall be provided within 5 business days of the completion and acceptance of the SCCM Installation services.

8) Warranty Services: The warranty services shall be provided for a minimum of 90 days after the completion and acceptance by the RRB of the SCCM Installation services.

E. Optional SCCM Administration Assessment Services

The RRB may exercise the option for the Contractor to provide SCCM Administration Assessment Services which shall include the following at a minimum:

1. A review of the RRB’s SCCM administration and associated processes, fit in agency organizational structure (e.g. integration with/ without Microsoft Active Directory management responsibilities, etc.) and staffing / skills of employees that are to be responsible for administering SCCM.

2. The Contractor shall deliver their assessment in the form of recommendations to the RRB. The recommendations should reference their basis for recommendation, e.g. common business practice, etc. in a MS Office product.

Section IV - General Terms and Conditions

52.212-3 Offeror Representations and Certifications--Commercial Items (Nov 2017)

The Offeror shall complete only paragraph (b) of this provision if the Offeror has completed the annual representations and certifica-tion electronically via the System for Award Management (SAM) website located at https://www.sam.gov/portal. If the Offeror has not completed the annual representations and certifications electronically, the Offeror shall complete only paragraphs (c) through (u) of this provision.

(a) Definitions. As used in this provision--

"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. It automatically qualifies as a women-owned small business eligible under the WOSB Program.

"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 un-der 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;

Document Number: 60RRBH18Q0001 PROCESSED Page 8 of 34

(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.

"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 concern"--

(1) Means a small business concern--

(i) Not less than 51 percent of which is owned by one or more service-disabled veterans or, in the case of any publicly owned busi-ness, 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.

(2) Service-disabled veteran 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).

"Small business concern" means a concern, including its affiliates, that is independently owned and operated, not dominant in the field

Document Number: 60RRBH18Q0001 PROCESSED Page 9 of 34 of operation in which it is bidding on Government contracts, and qualified as a small business under the criteria in 13 CFR Part 121 and size standards in this solicitation.

"Small disadvantaged business concern", consistent with 13 CFR 124.1002, 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 $750,000 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.

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

(1) Not less than 51 percent of which is owned 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.

"Successor" means an entity that has replaced a predecessor by acquiring the assets and carrying out the affairs of the predecessor un-der a new name (often through acquisition or merger). The term "successor" does not include new offices/divisions of the same com-pany 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.

"Women-owned business concern" means a concern which is at least 51 percent owned by one or more women; or in the case of any publicly owned business, at least 51 percent of its stock is owned by one or more women; and whose management and daily business operations are controlled by one or more women.

"Women-owned small business concern" means a small business concern--

(1) That is at least 51 percent owned by one or more women; or, in the case of any publicly owned business, at least 51 percent of the stock of which is owned by one or more women; and

(2) Whose management and daily business operations are controlled by one or more women.

"Women-owned small business (WOSB) concern eligible under the WOSB Program" (in accordance with 13 CFR part 127), means a small business concern that is at least 51 percent directly and unconditionally owned by, and the management and daily business oper-ations of which are controlled by, one or more women who are citizens of the United States.

(b)(1) Annual Representations and Certifications. Any changes provided by the offeror in paragraph (b)(2) of this provision do not automatically change the representations and certifications posted on the SAM website.

(2) The offeror has completed the annual representations and certifications electronically via the SAM website accessed through ht-tp://www.acquisition.gov. After reviewing the SAM database information, the offeror verifies by submission of this offer that the rep-resentations and certifications currently posted electronically at FAR 52.212-3, Offeror Representations and Certifications- -Commercial Items, have been entered or updated in the last 12 months, are current, accurate, complete, and applicable to this solicita-tion (including the business size standard applicable to the NAICS code referenced for this solicitation), as of the date of this offer and are incorporated in this offer by reference (see FAR 4.1201), except for paragraphs .

[Offeror to identify the applicable paragraphs at (c) through (t) of this provision that the offeror has completed for the purposes of this solicitation only, if any.

These amended representation(s) and/or certification(s) are also incorporated in this offer and are current, accurate, and complete as of the date of this offer.

Document Number: 60RRBH18Q0001 PROCESSED Page 10 of 34

Any changes provided by the offeror are applicable to this solicitation only, and do not result in an update to the representations and certifications posted electronically on SAM.]

(c) Offerors must complete the following representations when the resulting contract will be performed in the United States or its outlying areas. Check all that apply.

(1) Small business concern. The offeror represents as part of its offer that it is, is not a small business concern.

(2) Veteran-owned small business concern. [Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.] The offeror represents as part of its offer that it is, is not a veteran-owned small business concern.

(3) Service-disabled veteran-owned small business concern. [Complete only if the offeror represented itself as a veteran-owned small business concern in paragraph (c)(2) of this provision.] The offeror represents as part of its offer that it is, is not a service-disabled veteran-owned small business concern.

(4) Small disadvantaged business concern. [Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.] The offeror represents, that it is, is not a small disadvantaged business concern as defined in 13 CFR 124.1002.

(5) Women-owned small business concern. [Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.] The offeror represents that it is, is not a women-owned small business concern.

(6) WOSB concern eligible under the WOSB Program. [Complete only if the offeror represented itself as a women-owned small busi-ness concern in paragraph (c)(5) of this provision.] The offeror represents that--

(i) It is, is not a WOSB concern eligible under the WOSB Program, has provided all the required documents to the WOSB Repository, and no change in circumstances or adverse decisions have been issued that affects its eligibility; and

(ii) It is, is not a joint venture that complies with the requirements of 13 CFR part 127, and the representation in paragraph (c)(6)(i) of this provision is accurate for each WOSB concern eligible under the WOSB Program participating in the joint venture. [The offeror shall enter the name or names of the WOSB concern eligible under the WOSB Program and other small businesses that are participat-ing in the joint venture: .] Each WOSB concern eligible under the WOSB Program participating in the joint venture shall submit a separate signed copy of the WOSB representation.

(7) Economically disadvantaged women-owned small business (EDWOSB) concern. [Complete only if the offeror represented itself as a WOSB concern eligible under the WOSB Program in (c)(6) of this provision.] The offeror represents that--

(i) It is, is not an EDWOSB concern, has provided all the required documents to the WOSB Repository, and no change in circum-stances or adverse decisions have been issued that affects its eligibility; and

(ii) It is, is not a joint venture that complies with the requirements of 13 CFR part 127, and the representation in paragraph (c)(7)(i) of this provision is accurate for each EDWOSB concern participating in the joint venture. [The offeror shall enter the name or names of the EDWOSB concern and other small businesses that are participating in the joint venture: .] Each EDWOSB concern participating in the joint venture shall submit a separate signed copy of the EDWOSB representation.

Note: Complete paragraphs (c)(8) and (c)(9) only if this solicitation is expected to exceed the simplified acquisition threshold.

(8) Women-owned business concern (other than small business concern). [Complete only if the offeror is a women-owned business concern and did not represent itself as a small business concern in paragraph (c)(1) of this provision.] The offeror represents that it is a women-owned business concern.

(9) Tie bid priority for labor surplus area concerns. If this is an invitation for bid, small business offerors may identify the labor sur-plus areas in which costs to be incurred on account of manufacturing or production (by offeror or first-tier subcontractors) amount to more than 50 percent of the contract price:

(10) HUBZone small business concern. [Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.] The offeror represents, as part of its offer, that--

(i) It is, is not a HUBZone small business concern listed, on the date of this representation, on the List of Qualified HUBZone Small Business Concerns maintained by the Small Business Administration, and no material changes in ownership and control, principal of-fice, or HUBZone employee percentage have occurred since it was certified in accordance with 13 CFR Part 126; and

(ii) It is, is not a HUBZone joint venture that complies with the requirements of 13 CFR Part 126, and the representation in paragraph (c)(10)(i) of this provision is accurate for each HUBZone small business concern participating in the HUBZone joint venture. [The of-

Document Number: 60RRBH18Q0001 PROCESSED Page 11 of 34 feror shall enter the names of each of the HUBZone small business concerns participating in the HUBZone joint venture: .] Each HUBZone small business concern participating in the HUBZone joint venture shall submit a separate signed copy of the HUBZone representation.

(d) Representations required to implement provisions of Executive Order 11246--

(1) Previous contracts and compliance. The offeror represents that--

(i) It has, has not participated in a previous contract or subcontract subject to the Equal Opportunity clause of this solicitation; and

(ii) It has, has not filed all required compliance reports.

(2) Affirmative Action Compliance. The offeror represents that--

(i) It has developed and has on file, has not developed and does not have on file, at each establishment, affirmative action programs re-quired by rules and regulations of the Secretary of Labor (41 CFR parts 60-1 and 60-2), or

(ii) It has not previously had contracts subject to the written affirmative action programs requirement of the rules and regulations of the Secretary of Labor.

(e) Certification Regarding Payments to Influence Federal Transactions (31 U.S.C. 1352). (Applies only if the contract is expected to exceed $150,000.) By submission of its offer, the offeror certifies to the best of its knowledge and belief that no Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress or an employee of a Member of Congress on his or her behalf in connection with the award of any resultant contract. If any registrants under the Lobbying Disclosure Act of 1995 have made a lobbying contact on behalf of the offeror with respect to this contract, the offeror shall complete and submit, with its offer, OMB Standard Form LLL, Disclosure of Lobbying Activities, to provide the name of the registrants. The offeror need not report regularly employed officers or employees of the offeror to whom payments of reasonable compensation were made.

(f) Buy American Certificate. (Applies only if the clause at Federal Acquisition Regulation (FAR) 52.225-1, Buy American--Supplies, is included in this solicitation.)

(1) The offeror certifies that each end product, except those listed in paragraph (f)(2) of this provision, is a domestic end product and that for other than COTS items, the offeror has considered components of unknown origin to have been mined, produced, or manufac-tured outside the United States. The offeror shall list as foreign end products those end products manufactured in the United States that do not qualify as domestic end products, i.e., an end product that is not a COTS item and does not meet the component test in para-graph (2) of the definition of "domestic end product." The terms "commercially available off-the-shelf (COTS) item" "component," "domestic end product," "end product," "foreign end product," and "United States" are defined in the clause of this solicitation entitled "Buy American--Supplies."

(2) Foreign End Products:

Line Item No. Country of Origin

[List as necessary]

(3) The Government will evaluate offers in accordance with the policies and procedures of FAR Part 25.

(g)(1) Buy American--Free Trade Agreements--Israeli Trade Act Certificate. (Applies only if the clause at FAR 52.225-3, Buy Amer-ican--Free Trade Agreements--Israeli Trade Act, is included in this solicitation.)

(i) The offeror certifies that each end product, except those listed in paragraph (g)(1)(ii) or (g)(1)(iii) of this provision, is a domestic end product and that for other than COTS items, the offeror has considered components of unknown origin to have been mined, pro-duced, or manufactured outside the United States. The terms "Bahrainian, Moroccan, Omani, Panamanian, or Peruvian end product," "commercially available off-the-shelf (COTS) item," "component," "domestic end product," "end product," "foreign end product," "Free Trade Agreement country," "Free Trade Agreement country end product," "Israeli end product," and "United States" are defined in the clause of this solicitation entitled "Buy American--Free Trade Agreements--Israeli Trade Act."

(ii) The offeror certifies that the following supplies are Free Trade Agreement country end products (other than Bahrainian, Moroccan, Omani, Panamanian, or Peruvian end products) or Israeli end products as defined in the clause of this solicitation entitled "Buy Amer-ican--Free Trade Agreements--Israeli Trade Act":

Document Number: 60RRBH18Q0001 PROCESSED Page 12 of 34

Free Trade Agreement Country End Products (Other than Bahrainian, Moroccan, Omani, Panamanian, or Peruvian End Products) or Israeli End Products:

Line Item No. Country of Origin

[List as necessary]

(iii) The offeror shall list those supplies that are foreign end products (other than those listed in paragraph (g)(1)(ii) of this provision) as defined in the clause of this solicitation entitled "Buy American--Free Trade Agreements--Israeli Trade Act." The offeror shall list as other foreign end products those end products manufactured in the United States that do not qualify as domestic end products, i.e., an end product that is not a COTS item and does not meet the component test in paragraph (2) of the definition of "domestic end product."

Other Foreign End Products:

Line Item No. Country of Origin

[List as necessary]

(iv) The Government will evaluate offers in accordance with the policies and procedures of FAR Part 25.

(2) Buy American--Free Trade Agreements--Israeli Trade Act Certificate, Alternate I. If Alternate I to the clause at FAR 52.225-3 is included in this solicitation, substitute the following paragraph (g)(1)(ii) for paragraph (g)(1)(ii) of the basic provision:

(g)(1)(ii) The offeror certifies that the following supplies are Canadian end products as defined in the clause of this solicitation entitled "Buy American--Free Trade Agreements--Israeli Trade Act":

Canadian End Products:

Line Item No.

[List as necessary]

(3) Buy American--Free Trade Agreements--Israeli Trade Act Certificate, Alternate II. If Alternate II to the clause at FAR 52.225-3 is included in this solicitation, substitute the following paragraph (g)(1)(ii) for paragraph (g)(1)(ii) of the basic provision:

(g)(1)(ii) The offeror certifies that the following supplies are Canadian end products or Israeli end products as defined in the clause of this solicitation entitled "Buy American--Free Trade Agreements--Israeli Trade Act":

Canadian or Israeli End Products:

Line Item No. Country of Origin

[List as necessary]

(4) Buy American--Free Trade Agreements--Israeli Trade Act Certificate, Alternate III. If Alternate III to the clause at 52.225-3 is in-cluded in this solicitation, substitute the following paragraph (g)(1)(ii) for paragraph (g)(1)(ii) of the basic provision:

(g)(1)(ii) The offeror certifies that the following supplies are Free Trade Agreement country end products (other than Bahrainian, Korean, Moroccan, Omani, Panamanian, or Peruvian end products) or Israeli end products as defined in the clause of this solicitation entitled "Buy American-Free Trade Agreements-Israeli Trade Act":

Free Trade Agreement Country End Products (Other than Bahrainian, Korean, Moroccan, Omani, Panamanian, or Peruvian End Products) or Israeli End Products:

Document Number: 60RRBH18Q0001 PROCESSED Page 13 of 34

Line Item No. Country of Origin

[List as necessary]

(5) Trade Agreements Certificate. (Applies only if the clause at FAR 52.225-5, Trade Agreements, is included in this solicitation.)

(i) The offeror certifies that each end product, except those listed in paragraph (g)(5)(ii) of this provision, is a U.S.-made or designated country end product, as defined in the clause of this solicitation entitled "Trade Agreements."

(ii) The offeror shall list as other end products those end products that are not U.S.-made or designated country end products.

Other End Products:

Line Item No. Country of Origin

[List as necessary]

(iii) The Government will evaluate offers in accordance with the policies and procedures of FAR Part 25. For line items covered by the WTO GPA, the Government will evaluate offers of U.S.-made or designated country end products without regard to the restric-tions of the Buy American statute. The Government will consider for award only offers of U.S.-made or designated country end products unless the Contracting Officer determines that there are no offers for such products or that the offers for such products are in-sufficient to fulfill the requirements of the solicitation.

(h) Certification Regarding Responsibility Matters (Executive Order 12689). (Applies only if the contract value is expected to exceed the simplified acquisition threshold.) The offeror certifies, to the best of its knowledge and belief, that the offeror and/or any of its principals--

(1) Are, are not presently debarred, suspended, proposed for debarment, or declared ineligible for the award of contracts by any Feder-al agency;

(2) Have, have not, within a three-year period preceding this offer, been convicted of or had a civil judgment rendered against them for: commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a Federal, state or local government contract or subcontract; violation of Federal or state antitrust statutes relating to the submission of offers; or com-mission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, tax evasion, violating Federal criminal tax laws, or receiving stolen property;

(3) Are, are not presently indicted for, or otherwise criminally or civilly charged by a Government entity with, commission of any of these offenses enumerated in paragraph (h)(2) of this clause; and

(4) Have, have not, within a three-year period preceding this offer, been notified of any delinquent Federal taxes in an amount that ex-ceeds $3,500 for which the liability remains unsatisfied.

(i) Taxes are considered delinquent if both of the following criteria apply:

(A) The tax liability is finally determined. The liability is finally determined if it has been assessed. A liability is not finally determ-ined if there is a pending administrative or judicial challenge. In the case of a judicial challenge to the liability, the liability is not fi-nally determined until all judicial appeal rights have been exhausted.

(B) The taxpayer is delinquent in making payment. A taxpayer is delinquent if the taxpayer has failed to pay the tax liability when full payment was due and required. A taxpayer is not delinquent in cases where enforced collection action is precluded.

(ii) Examples.

(A) The taxpayer has received a statutory notice of deficiency, under I.R.C. §6212, which entitles the taxpayer to seek Tax Court re-view of a proposed tax deficiency. This is not a delinquent tax because it is not a final tax liability. Should the taxpayer seek Tax Court review, this will not be a final tax liability until the taxpayer has exercised all judicial appeal rights.

(B) The IRS has filed a notice of Federal tax lien with respect to an assessed tax liability, and the taxpayer has been issued a notice un-der I.R.C. §6320 entitling the taxpayer to request a hearing with the IRS Office of Appeals contesting the lien filing, and to further ap-peal to the Tax Court if the IRS determines to sustain the lien filing. In the course of the hearing, the taxpayer is entitled to contest the

Document Number: 60RRBH18Q0001 PROCESSED Page 14 of 34 underlying tax liability because the taxpayer has had no prior opportunity to contest the liability. This is not a delinquent tax because it is not a final tax liability. Should the taxpayer seek tax court review, this will not be a final tax liability until the taxpayer has exer-cised all judicial appeal rights.

(C) The taxpayer has entered into an installment agreement pursuant to I.R.C. §6159. The taxpayer is making timely payments and is in full compliance with the agreement terms. The taxpayer is not delinquent because the taxpayer is not currently required to make full payment.

(D) The taxpayer has filed for bankruptcy protection. The taxpayer is not delinquent because enforced collection action is stayed under 11 U.S.C. §362 (the Bankruptcy Code).

(i) Certification Regarding Knowledge of Child Labor for Listed End Products (Executive Order 13126). [The Contracting Officer must list in paragraph (i)(1) any end products being acquired under this solicitation that are included in the List of Products Requir-ing Contractor Certification as to Forced or Indentured Child Labor, unless excluded at 22.1503(b).]

(1) Listed end products.

Listed End Product Listed Countries of Origin

(2) Certification. [If the Contracting Officer has identified end products and countries of origin in paragraph (i)(1) of this provision, then the offeror must certify to either (i)(2)(i) or (i)(2)(ii) by checking the appropriate block.]

(i) The offeror will not supply any end product listed in paragraph (i)(1) of this provision that was mined, produced, or manufactured in the corresponding country as listed for that product.

(ii) The offeror may supply an end product listed in paragraph (i)(1) of this provision that was mined, produced, or manufactured in the corresponding country as listed for that product. The offeror certifies that it has made a good faith effort to determine whether forced or indentured child labor was used to mine, produce, or manufacture any such end product furnished under this contract. On the basis of those efforts, the offeror certifies that it is not aware of any such use of child labor.

(j) Place of manufacture. (Does not apply unless the solicitation is predominantly for the acquisition of manufactured end products.)

For statistical purposes only, the offeror shall indicate whether the place of manufacture of the end…