Attachment I - Requirement and TCs_UPDATED FOR A0002.pdf

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Attached to
Cyber Training Event Coordination Federal contract opportunity
Solicitation number
70Z07924RCYBR0001
Issued by
Department of Homeland Security US Coast Guard

About this file

This document is a Request for Proposal (RFP) for an Indefinite Delivery Indefinite Quantity (IDIQ) contract to provide cyber security training to U.S. Coast Guard Cyber Operations, Intelligence, Assessment & Authorization, CISA, and USCYBERCOM personnel. The contractor will be required to coordinate and deliver a variety of cyber security training courses and certifications, including CompTIA, Cisco, ISACA, ISC2, and custom Red Team courses. The training may be provided in-person, virtually, or through on-demand online platforms. The contract has a base period of one year and four one-year option periods. The solicitation is unrestricted, and the Coast Guard is the procuring agency. The RFP provides detailed requirements for communications, travel, deliverables, inspection/acceptance, security, and other contract administration details.

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Other files for this federal contract opportunity

Other files attached to Cyber Training Event Coordination, newest first.
File Type Posted
Attachment III - Statement of Work - Task Order 1v4 Final.pdf PDF
70Z07924RCYBR00010004.pdf PDF
Attachment I - Requirement and TCs v4 Final.pdf PDF
QandR RFP 70Z07924RCYBR0001_AMENDMENT_4.pdf PDF
70Z07924RCYBR000100003.pdf PDF
Attachment III - Statement of Work - Task Order 1v2.pdf PDF
Attachment II - Pricing Sheet (IDIQ and TO1)v2.xlsx XLSX spreadsheet
Attachment I - Requirement and TCs v2.pdf PDF
QandR RFP 70Z07924RCYBR0001v2.pdf PDF
Attachment II - Pricing Sheet_UPDATED FOR A0002.xlsx XLSX spreadsheet
70Z07924RCYBR00010002.pdf PDF
Attachment III - Statement of Work - Task Order 1_UPDATED FOR A0002.pdf PDF
Q_Rs as of Amendment_1.pdf PDF
70Z07924RCYBR00010001 Questions and Responses.pdf PDF
Justification and Approval for HackTheBox.pdf PDF
70Z07924RCYBR0001 Cyber Training RFP.pdf PDF
Attachment II - Pricing Sheet (IDIQ and Call 1).xlsx XLSX spreadsheet
Justification and Approval for OffSec Enterprise.pdf PDF
Attachment I - Requirement and TCs.pdf PDF
Justification and Approval for Carbon Black.pdf PDF
Justification and Approval for MAGNET Axiom.pdf PDF
Justification and Approval for Splunk.pdf PDF
Justification and Approval for SpectreOps.pdf PDF
Attachment III - Statement of Work - Task Order 1.pdf PDF
Justification and Approval for RTAC RTJC.pdf PDF
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Text version

UNITED STATES COAST GUARD

REQUEST FOR PROPOSAL

CG Cyber Training Events

Indefinite Delivery Indefinite Quantity Contract

RFP #: 70Z07924RCYBR0001

Contract Officer: Keith Miner

Contract Specialist: Samuel Rhoades

Contents SECTION C – Description, Specifications, Scope of Work

SECTION E – Inspection And AcceptancE

SECTION G – Contract Administration Data

SECTION I – Contract Clauses

SECTION J – List of Attachments

SECTION L – Instructions, Conditions, and Notices to Offerors or Respondents

SECTION M – Evaluation Criteria

SECTION C – DESCRIPTION, SPECIFICATIONS, SCOPE OF WORK

1.0 Introduction

The purpose of this Indefinite Delivery Indefinite Quantity (IDIQ) Contract is to deliver training in a manner that addresses specific emergent technical needs for Defensive Cyber Operations (DCO), DOD

Information Network (DODIN) Operations, and Offensive Cyber Operations (OCO). Training is provided to all CGCYBER Operations, Intelligence, A&A, CISA Detachment, and USCYBERCOM Detachment

Branches.

2.0 Objective: To facilitate cybersecurity training events for CGCYBER.

3.0 Applicable Documents:

5.1 DOD-8500.1 Information Assurance

5.2 DOD-8500.2 Information Assurance (IA) Implementation

5.3 DOD Training, U.S. Cyber Command and Services Should Take Actions to Maintain a

Trained Cyber Mission Force, GAO-19-362

Note: The Contractor shall comply with the above or the latest versions, including updated versions or policies that supersede the above.

4.0 Scope of Work.

The contractor shall furnish all necessary personnel, materials, services, and facilities in relation to the performance of the work as stated in subsequent IDIQ task orders (TO) that will be issued under this

IDIQ. Below are the scope areas for this IDIQ. The list of tasks and subtasks below is not exhaustive. Task orders may include services other than meeting logistics services as long as the services are in direct support of a training event. Requirements will be defined at the TO-level more extensively.

4.1 Communications with Program Office Point of Contact and Project Management

Meetings and communications between the contractor and Program Office may include face-to-face and non-face-to-face methods, such as teleconference and other technology-enabled methods. A TO statement of work will set forth a general communications strategy or it may require more specific communications (e.g. weekly, bi-weekly, or monthly calls) with the Contracting Officer’s Representative

(COR), or monthly reports.

4.2 Cyber Training Events

The contractor shall provide access to training requested at the TO-level. The contactor must coordinate with the training provider to ensure access to the associated course and/or certification exam corresponding to the course. The contactor must also provide access to the annual maintenance certification after the student becomes certified. The current list of known cyber training course requirements are listed in table 4.1 below. New courses within the cyber security scope may be added or substituted and old ones removed at the IDIQ level as technology and requirements evolve.

Table 4.1 Cyber Training Courses, Exams, and Maintenance Certifications

Training CompTIA A+ Security (a+)

Advanced Threat Hunting

CompTIA Advanced Security Practicioner (CASP+)

Certified Cloud Security Professional (CCSP)

Certified Information Systems Auditor (CISA)

CISCO Certified Network Associate (CCNA)

CISCO Certified Networking Professional (CCNP)

Certified Information Security Manager (CISM)

Certified Informations Systems Security Professional (CISSP)

Seee above - Information Systems Security Management Professional (CISSP-ISSMP)

CompTIA CyberSecurity Analyst+ (CYSA+)

Encase Forensics

HackTheBox Academy

Hack The Box Dedicated Lab Seat

Hack The Box Pro-Lab Seat

IDA Pro

Information Technology Infrastructure Library (ITIL Foundations)

Magnet AXIOM Training

CompTIA Network+ Cretification (Net+)

Offensive Security Certified Professional (OffSec / OSCP)

Offensive Security Foundational Security Operations and Defensive Analysis(OSDA)

Project Management Professional(PMP)

Red Team Apprentice Course (RTAC)

Red Team Journeyman Course (RTJC)

Risk Management Framework(RMF) for DoD IT Security Technical Implementation Guides(+STIG or RMF Cloud)

CompTIA Security + (Sec+)

SpecterOps Red Team Operations

Splunk EDU

Splunk EDU for Advanced Training

Exam Vouchers

(Information System Security Certification Consortium(ISC2 )

Information Systems Audit and Control Association(ISACA)

CompTIA Sec+-

CompTIA NET+-

Annual Maintenance Certification (AMC)

ISC2 AMF-

ISACA AMF

CompTIA AMF Token-

4.2.1 – Training Venue

Training may be conducted in-person, live-virtual or online on-demand. The training venue could include off site facilities, vendor facilities or government facilities.

4.2.2 – Training Site Selection

The contractor, in partnership with the program office, may be required to develop a standard set of site selection criteria to use when choosing a venue. The criteria may include, but not be limited to, ensuring facilities: (1) are within federal government per diem rates, (2) have high quality training space

(e.g. spacious relative to the number of participants, enough breakout rooms to accommodate entire attendance, etc.), (3) are convenient to local restaurants and transportation, (4) are accessible for individuals with disabilities, and (5) are high quality facilities.

The contractor, in partnership with the Program Office, shall pre-screen the facilities, including conducting an on-site inspection of the facilities.

4.2.3 - Virtual Events and Webcasting

The contractor may be required to provide interactive meeting technology, software and support for large group training events to geographically dispersed students (i.e., Teams, Zoom…).

5.0 Deliverables and Reports

Deliverables will be detailed at the task order level and may include but not limited to:

- End of course surveys

- Lessons learned

- Training plans

- Daily attendance reports

- Student performance reports

6.0 Inspection and Acceptance

The COR/Inspector will review all deliverables submitted by the contractor for adherence to the TO for completeness. Non-compliant work will be returned to the contractor for correction. Unless otherwise specified, the government will have 3 business from the day the deliverable is received to review, provide comments back to the contractor, and notify them whether the COR/Inspector will approve or disapprove the deliverable(s). The contractor shall have 3 business days from the day comments are received to incorporate all changes and submit the deliverable to the government, unless otherwise specified and agreed on.

Absence of comments by the COR will not relieve the contractor of the responsibility for complying with the requirements of the SOW. Final approval and acceptance of the deliverable required herein shall be by letter of approval and acceptance via email by the COR or designated Technical Point of Contact

(TPOC). The contractor shall not construe any letter of acknowledgement of receipt of material as a waiver of review, or as an acknowledgement that the material is in conformance with the SOW or otherwise acceptable. Affirmative comments made during preparation of the deliverable shall not guarantee the final acceptance of the completed deliverable.

7.0 Place of Performance

Work by the contractor will be performed off-site. Some TOs may specify domestic travel required at or near locations of the requesting Program Office in the US. Meeting schedule and sites will be identified for each TO.

8.0 Normal hours of operation

The contractor shall be available for conference calls and meetings with the Program Office staff between 0800 and 1700 Monday through Friday, Eastern Standard/Daylight Time, excluding Federal

Holidays. Each year’s Federal Holidays can be found at http://www.opm.gov/policy-data-oversight/snow-dismissal- procedures/federal-holidays/.

9.0 Period of Performance.

The based period of this contract is from date of award for one year and four one-year option periods.

10.0 Privacy Act.

Work on this contract may require that contractor personnel have access to Privacy Information.

Contractor personnel shall adhere to the Privacy Act, Title 5 of the U.S. Code, Section 552a and applicable agency rules and regulations.

The delivered courses must not require the military or civilian personnel to provide Personal

Identification Information (PII) or participate in Human Subject Research and must be delivered in

Servicing Agency Contractor provided facilities and online platforms.

11.0 Security

Task orders under this IDIQ will be unclassified, but due to the need to develop materials in advance of formal announcements, the COR will identify any contract deliverables the contractor shall not discuss outside the Program Office. Contractors who are on-site for meetings, interviews, and research will be escorted by government staff.

12.0 Point of Contact.

The contractor shall appoint a single point of contact (POC) will overall responsibility for the contracted effort. The POC shall be the single point of interface with the government for all matters concerning technical progress and problems, performance, schedule, cost, resources, and other program-related matters.

Name and contact information for the POC and name(s) of any alternate(s) who shall act for the contractor in absence of (for five or more business days) the PM shall be provided to the COR. During any absence of the POC, only one alternate shall have full authority to act for the contractor on all matters relating to work performed under this contract. The contractor shall not replace the POC without prior written acknowledgement from the Contracting Officer. The qualification of additional personnel will be specified based on the scope of work for each task order.

13.0 Government Furnished Items

The government may provide copies of event related information created by the Program Office which provides background or content related to a task order.

14.0 Contractor Furnished Items

The contractor shall furnish any equipment, software, etc. in the creation of deliverables and content types during the contract. Each TO SOW will specify any specific items the contractor shall furnish.

15.0 Data Rights

All documentation, electronic data, processes and procedures and/or other forms of information generated by the Contractor in support of this task order shall be considered Government property, and shall be provided to the Government at the end of the performance period in accordance with FAR

Clause 52.227-14 in a format accessible and usable by the Government.

16.0 Travel

Travel may be required for the performance of TOs. The travel requirements will be specified in the TO

SOW. Travel shall be pre-approved by the COR. All travel shall be consistent with the Federal Travel

Regulations and the contractor shall submit all receipts with invoices.

17.0 Progress Reports

The Contractor must provide monthly reports to USCG CYBER with updates on trainings attended, scheduled, and collect metrics on training sessions.

18.0 Section 508 Compliance

Section 508 of the Rehabilitation Act (29 U.S.C. 794d), as amended by the Workforce Investment Act of

1998 (P.L. 105-220), August 7, 1998, requires that when Federal agencies develop, procure, maintain, or use electronic and information technology, they must ensure that it is accessible to people with disabilities, unless it would pose an undue burden to do so. Federal employees and members of the public who have disabilities must have access to and use of information and services that is comparable to the access and use available to non-disabled Federal employees and members of the public. For additional information, please refer to FAR 39.2 or http://www.section508.gov.

19.0 Post Award Conference

The Contractor must attend a Post Award Conference with the Contracting Officer and the COR no later than 10 business days after the date of award. The purpose of the Post Award Conference, which will be chaired by the Contracting Officer, is to discuss technical and contracting objectives of this contract and review the Contractor's draft project plan. The Post Award Conference will be held via teleconference.

SECTION E – INSPECTION AND ACCEPTANCE

Inspection and acceptance will be at destination in accordance with FAR clause 52.212-4 Contract Terms and Conditions-Commercial Items, (a) Inspection/Acceptance.

In accordance with FAR 52.212-4(a), the Government has the right either to reject or to require correction of nonconforming supplies. Supplies are nonconforming when they are defective in material or workmanship or are otherwise not in conformity with contract requirements. The Government may reject nonconforming supplies with or without disposition instructions.

SECTION G – CONTRACT ADMINISTRATION DATA

1.0 Electronic Submission of Payment Requests(FSMS AWARDS):

(a) Definitions. As used in these instructions -

(1) “Payment request” means a bill, voucher, invoice, or request for contract financing payment with associated supporting documentation. The payment request must: comply with the requirements identified in FAR 32.905(b), “Content of Invoices” and the applicable Payment clause included in this contract. In addition, discount offerings and small business status if available shall be stated. If travel was allowable and approved, components in accordance with FAR 31.205-46 shall be provided.

(b) Except as provided in paragraph (c) of this clause, the contractor shall submit payment requests electronically using the Invoice Processing Platform (IPP). Information regarding IPP, including IPP Customer Support contact information, is available at www.ipp.gov or any successor site.

(c) The contractor may submit payment requests using a method other than IPP only when the contracting officer authorizes alternate procedures in writing in accordance with Coast Guard procedures.

(d) If alternate payment procedures are authorized, the contractor shall include a copy of the contracting officer's written authorization with each payment request.

(e) IPP enrollment information is at https://www.uscg.mil/fincen/IPP/.

2.0 Contracting Administration Authority / Authorized Users

The following subsections describe the roles and responsibility of individuals who will be the primary points of contact for the Government on matters regarding Task Order administration as well as other administrative information. The Government reserves the right to unilaterally change any of these individual assignments at any time.

https://www.uscg.mil/fincen/IPP/

Task Order level inquiries should be made to the Contracting Officer; any warranted Contracting Officer holding the appropriate warrant level from C5ISC Alexandria CG-9141.

The Contracting Officer is the ONLY person authorized to approve changes to or modify any of the requirements under the Task Order. In the event the Contractor effects any such change at the direction of any person other than the Contracting Officer, the change will be considered to have been made without authority, and no adjustment will be made in the Task Order price to cover any increase in costs incurred as a result thereof.

The Contractor shall submit requests for modification of this Task Order and other administrative requests to the Contracting Officer.

Contractual problems of any nature should be handled as soon as possible, and according to applicable public laws and regulations (e.g., Federal Acquisition Regulation). The problem resolution escalation sequence is as follows:

The initial point of contact for problem resolution is the individual requesting or receiving the service. Requests for information on matters related to this Order, such as explanation of terms and Task Order interpretation shall be submitted to the Contracting Officer. The Contracting Officer is the only official authorized to terminate for cause, to issue notices of termination for cause and to issue cure notices and show cause notices for the Task Order.

Contracting Officer’s Representative (COR):

The COR will be appointed by a COR appointment letter. The COR has responsibility for receipt and acceptance of the Task Order-level deliverables and reports and past performance reporting for the CLINs. The COR supports the Contracting Officer and Program Manager (PM) in the general management of the program.

SECTION I – CONTRACT CLAUSES

Federal Acquisition Regulation Clauses and Provisions Incorporated by Reference

FAR CLAUSE 52.252-2, Clauses Incorporated By Reference (FEB 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address (es):

http://www.acquisition.gov/far/

(End of clause)

52.204-7 System for Award Management (OCT 2018) 52.204-9 Personal Identity Verification of Contractor Personnel (JAN 2011) 52.204-13 System For Award Management Maintenance (OCT 2018) 52.204-16 Commercial and Government Entity Code Reporting (AUG 2020) 52.204-18 Commercial And Government Entity Code Maintenance (AUG 2020) http://www.acquisition.gov/far/ https://ebs.fsms.dhs.gov/OA_HTML/OA.jsp?page=/oracle/apps/pon/negotiation/creation/webui/ponContractTermsPG&_ri=396&_ti=597135328&retainAM=Y&addBreadCrumb=N&oapc=92&oas=0OMKNwwbLW7fA9eyr8zNhw..

https://ebs.fsms.dhs.gov/OA_HTML/OA.jsp?page=/oracle/apps/pon/negotiation/creation/webui/ponContractTermsPG&_ri=396&_ti=597135328&retainAM=Y&addBreadCrumb=N&oapc=92&oas=0OMKNwwbLW7fA9eyr8zNhw..

52.204-19 Incorporation by Reference of Representations and Certifications (DEC 2014) 52.212-4 Contract Terms and Conditions—Commercial Items (OCT 2018) 52.245-1 Government Property (JAN 2017)) 52.245-9 Use and Charges (APR 2012)

FEDERAL ACQUISITION REGULATION CLAUSES AND PROVISIONS INCORPORATED BY FULL TEXT

FAR 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.

https://www.sam.gov/ https://www.acquisition.gov/far/52.204-25#FAR_52_204_25 https://www.acquisition.gov/far/52.204-25#FAR_52_204_25 https://www.ecfr.gov/current/title-13/part-127 https://www.ecfr.gov/current/title-13/section-127.300

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— http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title6-section395&num=0&edition=prelim http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title6-section395&num=0&edition=prelim https://www.acquisition.gov/far/52.204-25#FAR_52_204_25

(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"—

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 https://www.acquisition.gov/far/subpart-19.14#FAR_Subpart_19_14 http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title38-section101&num=0&edition=prelim http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title38-section101&num=0&edition=prelim http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title38-section101&num=0&edition=prelim 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 at13 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 CFR124.104(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 https://www.ecfr.gov/current/title-13/part-121 https://www.ecfr.gov/current/title-13/part-121

(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 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 least51 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 operations of which are controlled by, one or more women who are citizens of the United States, and the concern is certified by SBA or an approved third-party certifier in accordance with 13 CFR 127.300.

(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 in SAM.

(2) The offeror has completed the annual representations and certifications electronically in SAM accessed through http://www.sam.gov. After reviewing SAM information, the Offeror verifies by submission of this offer that the representations and certifications currently posted electronically at FAR 52.212-3, Offeror Representations and Certifications-Commercial Products and Commercial Services, have been entered or updated in the last 12 months, are current, accurate, complete, and applicable to this solicitation (including the business size standard(s) applicable to the NAICS code(s) https://www.ecfr.gov/current/title-13/part-127 https://www.ecfr.gov/current/title-13/section-127.300 http://www.sam.gov/ https://www.acquisition.gov/far/52.212-3#FAR_52_212_3 referenced for this solicitation), at the time this offer is submitted and are incorporated in this offer by reference (see FAR 4.1201), except for paragraphs __.

[Offeror to identify the applicable paragraphs at (c) through (v) 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.

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 is for supplies to be delivered or services to be performed in the United States or its outlying areas, or when the contracting officer has applied part 19 in accordance with 19.000(b)(1)(ii). Check all that apply.

(1) Small business concern. The offeror represents as part of its offer that—

(i) It □ is, □ is not a small business concern; or

(ii) It □ is, □ is not a small business joint venture that complies with the requirements of 13 CFR 121.103(h) and 13 CFR 125.8(a) and (b). [ The offeror shall enter the name and unique entity identifier of each party to the joint venture: ____________.]

(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) SDVOSB 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 that it □ is, □ is not an SDVOSB concern.

(4) SDVOSB concern joint venture eligible under the SDVOSB Program. The offeror represents that it □ is, □ is not an SDVOSB joint venture eligible under the SDVOSB Program that complies with the requirements of 13 CFR 128.402. [Complete only if the offeror represented itself as an SDVOSB concern in paragraph (c)(3) of this provision.] [The offeror shall enter the name and unique entity identifier of each party to the joint venture: ____________.]

(5) 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 124.1001.

(6) 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.

https://www.acquisition.gov/far/4.1201#FAR_4_1201 https://www.acquisition.gov/far/part-19#FAR_Part_19 https://www.acquisition.gov/far/19.000#FAR_19_000 https://www.ecfr.gov/current/title-13/section-121.103#p-121.103(h) https://www.ecfr.gov/current/title-13/section-121.103#p-121.103(h) https://www.ecfr.gov/current/title-13/section-125.8#p-125.8(a) https://www.ecfr.gov/current/title-13/section-125.8#p-125.8(b) https://www.ecfr.gov/current/title-13/section-124.1001

(7) WOSB joint venture eligible under the WOSB Program. The offeror represents that it □ is, □ is not a joint venture that complies with the requirements of 13 CFR 127.506(a) through (c).

[ The offeror shall enter the name and unique entity identifier of each party to the joint venture: ____________.]

(8) Economically disadvantaged women-owned small business (EDWOSB) joint venture. The offeror represents that it □ is, □ is not a joint venture that complies with the requirements of 13 CFR 127.506(a) through (c). [The offeror shall enter the name and unique entity identifier of each party to the joint venture: ____________.]

Note to paragraphs (c)(9) and (10): Complete paragraphs (c)(9) and (10) only if this solicitation is expected to exceed the simplified acquisition threshold.

(9) 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.

(10) Tie bid priority for labor surplus area concerns. If this is an invitation for bid, small business offerors may identify the labor surplus 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:____________

(11) 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, as having been certified by SBA as a HUBZone small business concern in the Dynamic Small Business Search and SAM, and will attempt to maintain an employment rate of HUBZone residents of 35 percent of its employees during performance of a HUBZone contract (see 13 CFR 126.200(e)(1));

and

(ii) It □ is, □ is not a HUBZone joint venture that complies with the requirements of 13 CFR 126.616(a) through (c). [The offeror shall enter the name and unique entity identifier of each party to the joint venture: ______.] Each HUBZone small business concern participating in the HUBZone joint venture shall provide representation of its HUBZone status.

(d) Representations required to implement provisions of Executive Order11246-

(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.

https://www.ecfr.gov/current/title-13/section-127.506#p-127.506(a) https://www.ecfr.gov/current/title-13/section-127.506#p-127.506(c) https://www.ecfr.gov/current/title-13/section-127.506#p-127.506(a) https://www.ecfr.gov/current/title-13/section-127.506#p-127.506(c) https://www.ecfr.gov/current/title-13/section-126.200 https://www.ecfr.gov/current/title-13/section-126.616#p-126.616(a) https://www.ecfr.gov/current/title-13/section-126.616#p-126.616(a) https://www.ecfr.gov/current/title-13/section-126.616#p-126.616(c)

(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 required 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 http://uscode.house.gov/ 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)

(i) The Offeror certifies that each end product, except those listed in paragraph (f)(2) of this provision, is a domestic end product and that each domestic end product listed in paragraph (f)(3) of this provision contains a critical component.

(ii) The Offeror shall list as foreign end products those end products manufactured in the United States that do not qualify as domestic end products. For those foreign end products that do not consist wholly or predominantly of iron or steel or a combination of both, the Offeror shall also indicate whether these foreign end products exceed 55 percent domestic content, except for those that are COTS items. If the percentage of the domestic content is unknown, select “no”.

(iii) The Offeror shall separately list the line item numbers of domestic end products that contain a critical component (see FAR 25.105).

(iv) The terms “commercially available off-the-shelf (COTS) item,” “critical 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:

[List as necessary] http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.225-1#FAR_52_225_1

(3) Domestic end products containing a critical component:

Line Item No. ___

[List as necessary]

(4) 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 American-Free Trade Agreements-Israeli Trade Act, is included in this solicitation.)

(i)

(A) The Offeror certifies that each end product, except those listed in paragraph (g)(1)(ii) or (iii) of this provision, is a domestic end product and that each domestic end product listed in paragraph (g)(1)(iv) of this provision contains a critical component.

(B) The terms "Bahraini, Moroccan, Omani, Panamanian, or Peruvian end product," "commercially available off-the-shelf (COTS) item," "critical 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 Bahraini, 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 Bahraini, Moroccan, Omani, Panamanian, or Peruvian End Products) or Israeli End Products:

[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. For those foreign end products that do not consist wholly or predominantly of iron or steel or a combination of both, the Offeror shall also indicate whether these foreign end products exceed 55 https://www.acquisition.gov/far/part-25#FAR_Part_25 https://www.acquisition.gov/far/52.225-3#FAR_52_225_3 percent domestic content, except for those that are COTS items. If the percentage of the domestic content is unknown, select “no”.

Other Foreign End Products:

(iv) The Offeror shall list the line item numbers of domestic end products that contain a critical component (see FAR 25.105).

Line Item No. ___

[List as necessary]

(v) 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 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 Israeli end products as defined in the clause of this solicitation entitled “Buy American—Free Trade Agreements—Israeli Trade Act”:

Israeli End Products:

https://www.acquisition.gov/far/25.105#FAR_25_105 https://www.acquisition.gov/far/52.225-3#FAR_52_225_3

(3) Buy American-Free Trade Agreements-Israeli Trade Act Certificate, Alternate III.

If Alternate III to the clause at 52.225-3 is included in this solicitation, substitute the following paragraphs (g)(1)(i)(B) and (g)(1)(ii) for paragraphs (g)(1)(i)(B) and (g)(1)(ii) of the basic provision:

(g)(1)(i)(B) The terms “Korean end product”, “commercially available off-the-shelf (COTS) item,”

“critical 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.”

(g)(1)(ii) The Offeror certifies that the following supplies are Korean end products or Israeli end products as defined in the clause of this solicitation entitled “Buy American—Free Trade Agreements—

Israeli Trade Act”:

Korean End Products or Israeli End Products:

[List as necessary]

(4) 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)(4)(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:

[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 restrictions 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 insufficient 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 Federal agency;

https://www.acquisition.gov/far/52.225-3#FAR_52_225_3 https://www.acquisition.gov/far/52.225-5#FAR_52_225_5

(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 commission 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 exceeds the threshold at 9.104-5(a)(2) 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 determined if there is a pending administrative or judicial challenge. In the case of a judicial challenge to the liability, the liability is not finally 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 review 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 under I.R.C. §6320 entitling the taxpayer to request a hearing with the IRS Office of Appeals contesting the lien filing, and to further appeal 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 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 exercised 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.

https://www.acquisition.gov/far/9.104-5#FAR_9_104_5

(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 Requiring Contractor Certification as to Forced or Indentured Child Labor, unless excluded at 22.1503(b).]

(1) Listed end products.

(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…

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