SATPC0034329 Tab 10 Open Market RFQ FULL AND OPEN.pdf

1 V6 April 2024

National Aeronautics and Space Administration

NASA Shared Services Center Stennis Space Center, MS 39529-6000

7/23/2024

SUBJECT: Request for Quotation (RFQ) 80NSSC24862804Q-1, design, develop, and deliver a "Leading for Technical and Scientific Innovation" course

This solicitation includes the following sections:

1. Statement of Work/Bid Schedule – Section 1

2. Instructions to Offerors – Section 2

3. Solicitation Provisions/Representations and Certifications – Section 3

4. Clauses/Terms and Conditions – Section 4

5. Quote Evaluation Criteria – Section 5

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SECTION 1

STATEMENT OF WORK/BID SCHEDULE

ENTER SOW/BID SCHEDULE: SEE BELOW

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Statement of Work (SOW)

Project: SMD LEADS (Leadership for Excellence, Advancement, and Diversity in the Science)

TASK TITLE:

Talent Development

FUNCTIONAL AREA:

Talent Development

The required HC functional area(s) is for the Contractor to design and execute a 15-hour-long, synchronous, virtual leadership course entitled "Leading for Technical and Scientific Innovation."

SERVICE DELIVERY LEVEL:

Science Mission Directorate – Enterprise Level

GENERAL INFORMATION

1.0 Scope of Work:

The Contractor will partner with NASA to design, develop, and deliver a "Leading for Technical and Scientific

Innovation" course, which will be taught as part of the upcoming NASA Science Mission Directorate's LEADS

(Leadership for Excellence, Advancement, and Diversity in the Science) Program. Scope may include the course design (if it is not an off-the-shelf course), course execution, and course evaluation.

2.0 Background:

This Statement of Work describes the requirement for providing NASA with a "Leading for Technical and

Scientific Innovation" course, which will be taught as part of the NASA LEADS program. NASA LEADS is one of the initiatives emerging from SMD's 2020 Science Workforce Study, aiming to increase preparedness for key science positions and career paths. The program uses formal (e.g., courses), informal, and experiential learning to develop a cadre of science leaders. Coursework is targeted specifically for scientists, who often have career paths with fewer formal leadership opportunities and a more complex partnership operational environment.

3.0 Objectives:

Participants in the "Leading for Technical and Scientific Innovation" course will hone their skills in understanding the NASA science ecosystem and the large technical trends impacting this environment, establishing and nurturing scientific collaborations, creating an innovation climate, and communicating the impact of their teams' work.

The "Leading for Technical and Scientific Innovation" course will include areas described in the following sub-sections.

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3.1. Course Area 1:

How to track and understand the impact of:

• Global and national scientific, technical, and industry trends that have the potential to become game changers, missed opportunities, disruptors, or new opportunities.

• Federal government regulatory changes relevant to NASA's research portfolio.

• The value of cooperative alliances, champions, and early adopters of ideas and projects.

• Science and technology roadmaps that account for internal and external innovations.

3.2. Course Area 2:

How to benchmark and research organizational processes that pave the way to an innovation culture:

• Techniques for assessing the breadth and diversity of scientific portfolios and understanding the different factors that play a role in their development.

• Techniques for interdisciplinary, cross-functional, and extramural communication and collaboration that support innovation.

3.3. Course Area 3:

How to explore and communicate the value of science products:

• Understand the value of minimum viable products, pilots, and experimentation in clearing organizational hurdles to change.

• Techniques to craft and communicate value propositions for various technical and non-technical audiences.

• Techniques to make change visible and relevant to all stakeholders.

3.4. Course Strategic Alignment:

"Leading for Technical and Scientific Innovation" course will lead to the completion of 5 outcomes in NASA's

Science Mission Directorate's 10 Themes Strategy for Leadership Development (Appendix A):

• Outcome 1.1 (O1.1): Awareness of Field-Specific and Interdisciplinary State of the Art

• Outcome 1.2 (O1.2): Excellent Positioning in the Science Competitive Process

• Outcome 1.3 (O1.3): Culture of Scientific Innovation

• Outcome 4.2 (O4.2): Perspective of the Importance of Organizations and their Ecosystems

• Outcome 5.2 (O5.2): Amplification of Scientific Impact through cooperative alliances

Skills gained through the "Leading for Technical and Scientific Innovation" course are also directly linked to four of the five Office of Personnel Management (OPM) Executive Core Qualifications (ECQs), and 13 ECQ

Competencies are described below.

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4.0 CONTRACTOR REQUIREMENTS

4.1 Requirement Details: The Contractor shall:

• Be evaluated on the contents of a proposal addressing all aspects of this Statement of Work, a “Plan for Collaborations with NASA LEADS Personnel,” a “Diversity, Equity, Inclusion, and Accessibility

Statement,” experience delivering similar training products, customer references, and cost reasonableness. The “Plan for Collaborations with NASA LEADS Personnel” shall describe how the

Contractor will interact with NASA LEADS Personnel through the design, develop, and delivery of course content. The “Diversity, Equity, Inclusion, and Accessibility Statement,” shall describe the

Contractor’s experience developing leaders who support and include marginalized communities.

• Plan, coordinate, integrate, and monitor the scheduling and technical performance of the "Leading for

Technical and Scientific Innovation" course.

o Staff the course with highly qualified and credentialled instructor(s), developer(s), instructional designer(s), and technical coordinator(s) as noted in section 4.2 (e.g., Course

Instructor Education bullet).

o Ensure adherence to SOW requirements, develop solutions to program problems, and direct work of employees.

• Provide a conceptual design (or customization if an off-the-shelf offering), develop participant materials, instructor guide, and agenda (electronic).

o Provide authorization to use copyrighted materials owned by the vendor will be granted to

Agency users. These materials will be hosted and archived on NASA servers.

O1.1:

Awareness of field-specific and interdisciplinary state of the art

O1.2: Excellent positioning in the science competitive process

O1.3: Culture of scientific innovation

O4.2:

Perspective of the importance of organizations and their ecosystems

O5.2:

Amplification of scientific impact through cooperative alliances

Flexibility

Resiliency

Creativity & Innovation

Strategic Thinking

External Awareness

Vision

Conflict Management

Leveraging Diversity

Developing Others

Team Building

Accountability

Customer Service

Decisiveness

Entrepreneuship

Problem Solving

Technical Credibility

Financial Management

Human Capital

Management

Technology Management

Partnering

Political Savvy

Influencing & Negotiating

TH

EM

E 1:

L ea di n g fo r

S ci en ti fi c

In n ov at io n a n d

B re ak th ro u gh s

TH

EM

E 4:

S tr at eg ic L ea de rs h ip

TH

EM

E 5:

I n fl u en ce L ea de rs h ip

Course Outcomes: Leading for

Technical and Scientific Innovation

ECQ1: Leading

Change

ECQ2: Leading

People

ECQ3: Results

Driven

ECQ4: Business

Acumen

ECQ5: Building

Coalisions

Page 4 Version 2024/02/02 o Collaborate with NASA to design and develop of an online, 508-compliant "Leading for

Technical and Scientific Innovation" course.

o Provide monthly progress updates during course development and be responsive to customized input and feedback and respond to required changes.

• Deliver one 15-hour, virtual, synchronous session of the "Leading for Technical and Scientific

Innovation" course for approximately 20 participants, as described in section "3.0 Objectives" of this document.

o Provide synchronous instruction and classroom management for the duration of the course.

The course will be approximately 15 contact hours, provided over 4 days in a virtual, synchronous environment. Synchronous online sessions require the course instructor and participants to meet and engage with the course content and each other at the same time, but from different locations. Note that, if needed, additional course content (beyond the 15 contact hours delivered by the vendor) might be developed and delivered by NASA personnel. If a NASA co-instructor is provided, the contractor will coordinate and optimize instruction and content with the NASA co-instructor.

o Provide a technical coordinator to manage virtual environments (MS Teams is strongly preferred) and address any technical issues that course participants may experience.

o Provide learning support (e.g., answer email messages, clarify assignments, provide feedback) to course participants throughout the course (i.e., during the ~3 days of synchronous learning).

• Provide a comprehensive program evaluation and present results within 45 days of the program's end.

The course will be scheduled to accommodate NASA employees in all time zones (from ET to PT). Preferred hours are 11:00am-5:00pm ET. A 30-minute lunch break and two mini-breaks (e.g., 10 minutes) throughout the learning sessions to be factored into the scheduled times.

4.2 Knowledge/Expertise: The Contractor shall meet the necessary position qualifications for this task.

Appropriate certifications and experience are required for each position.

Course Instructor:

Expert knowledge of leadership in practices and concepts in technical fields across different environments

(i.e., government, academia, and industry, both nationally and internationally).

• Utilizes state-of-the-art expertise in innovation management, entrepreneurship, and venture creation.

• Implements NASA recommendations for course content, design, and delivery.

• Schedules, runs, and evaluates seminars, workshops, courses, intensive development experiences, and self-paced trainings.

• Inspires course participants to set goals, make good career decisions, and leverage personal leadership strengths.

• Builds rapport with course participants through engaging presentations and answering questions during virtual, synchronous sessions.

• Establishes criteria for evaluating and tracking science leadership development metrics and leads or assists in special projects or initiatives as requested.

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• Education:

o A Ph.D. in Business Administration, Sociology, Science Technology and Society (STS), or closely allied fields with five years of directly related experience (e.g., experience teaching at the university-level, research/ publication history in relevant subject matter) are preferred.

Course Developer (could be the same as the Course Instructor):

Expert knowledge of leadership in practices and concepts in technical fields across different environments

(i.e., government, academia, and industry, both nationally and internationally).

• Utilizes state-of-the-art expertise in innovation management, entrepreneurship, and venture creation.

• Responsible for, but not limited to, analyzing, designing/redesigning, and implementing engaging course content for Ph.D.-level participants.

• Uses mechanisms such as surveys and assessments, focus groups or interviews to support the design, development, and delivery of courses and programs to advance leadership development.

• Education:

o A Ph.D. in Business Administration, Sociology, Science Technology and Society (STS), or closely allied fields with five years of directly related experience are (e.g., experience teaching at the university-level, research/ publication history in relevant subject matter) are preferred.

Course Designer:

Expert knowledge of instructional design processes to ensure effective design, implementation, and continual improvement of leadership courses.

• Utilizes instructional design skills to create compelling online learning experiences.

• Makes requested customizations for an off-the-shelf course.

• Responsible for, but not limited to, course graphic design, content chunking, creating any necessary video, digital, and/ or print content (e.g., recording, scripting, voice-overs, captioning, meeting 508 accessibility requirements, editing, embedding content), creating any necessary instructional materials, implement NASA recommendations for course content, design, and delivery.

• Education (or equivalent training and experience, if not applicable):

o Bachelor's degree and at least two years of experience in appropriate area of specialization; or a Graduate degree and at least one year of experience in relevant area of specialization.

Technical Coordinator (could be the same as the Course Designer):

Expert knowledge of collaboration platforms, ability to troubleshoot and work with course participants on connectivity issues, and answer questions regarding learning materials.

• Manages virtual environments (MS Teams is strongly preferred) and address any technical issues that course participants may experience.

4.3 Performance Standards: All services/deliverables shall be consistent with industry standards, technological capabilities, and applicable Federal, NASA, and SMD policies and guidelines. All services are to be provided in

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(DRDs).

5.0 DELIVERABLES

5.1 Delivery Schedule:

The accomplishment of the above tasks requires the delivery of the following products within mutually agreed-upon timeframes, or as specified below:

• Biweekly meetings with the Requirements/Technical Owner and Task Monitor during course development.

• Timely responses to feedback and requests for changes and customization of curriculum, course materials, and delivery methods.

• All components of the online course shall be completed and available to Requirements/Technical

Owner and Task Monitor within 4 months of the award date.

• All needed learning materials (e.g., syllabus, resource materials, facilitation workbook, instructor notes/ manual, etc.) shall meet 508 accessibility requirements and be completed and available to the Requirements/Technical Owner and Task Monitor within 4 months of the award date.

• Virtual, synchronous course delivery for approximately 20 participants during a total estimated 15 hours. Note that, if needed, additional course content (beyond the 15 contact hours delivered by the vendor) might be developed and delivered by NASA personnel.

• Management of any technical issues that course participants may experience during the total estimated 15 hours of virtual, synchronous course delivery.

• Post-course evaluation and debrief.

5.2 Disposition of Deliverables:

NASA shall have unlimited rights to all deliverables, including but not limited to all learning materials.

6.0 TRAINING AND DEVELOPMENT

The Contractor will staff the course in accordance with requirements in section "4.0 Contractor Requirements."

7.0 GOVERNMENT-FURNISHED RESOURCES

Not applicable.

8.0 OTHER DIRECT COSTS (ODCs)

The Contractor shall propose any ODCs associated with the completion of this effort.

9.0 TRAVEL

There are no travel requirements anticipated for this task.

10.0 PERIOD OF PERFORMANCE

12 months from award date.

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11.0 PLACE OF PERFORMANCE

The Contractor shall deliver the "Leading for Technical and Scientific Innovation" course virtually and synchronously.

All other materials shall be delivered virtually.

All synchronous sessions will be scheduled to accommodate NASA employees in all time zones (including

PT). Preferred hours are 11:00am-5:00pm. A 30-minute lunch break and two mini-breaks (e.g., 10 minutes) throughout the learning sessions to be factored into the scheduled times.

12.0 SECURITY REQUIREMENTS

No access to Government facilities, NASA IT systems, or advanced, specialized clearances are required.

13.0 TERMS AND CONDITIONS

The task will be firm-fixed price. Terms and conditions specific to other than firm-fixed price type contracting are not applicable.

14.0 PAYMENT SCHEDULE

The Contractor shall invoice on a monthly basis.

15.0 CONTRACTOR ROLES AND RESPONSIBILITIES

The Contractor shall furnish all personnel, training, and materials not otherwise provided by the government.

The Contractor shall maintain and notify the government of any changes to the task order contract management structure, including the roles and responsibilities of personnel and the lines of communication between contract management, any subcontractors, and NASA.

16.0 TASK POINTS OF CONTACT

Contracting Officer: Justin Mathurin (justin.e.mathurin@nasa.gov)

Customer POC(s):

Name

Role Location (Center) Phone Number Email

Neyda Abreu Requirements/

Technical Owner

Langley 814-404-3470 Neyda.m.abreu@nasa.gov

Elizabeth Hook-Rogers Task Monitor HQ 202-358-1943 elizabeth.a.hook@nasa.gov

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Appendix A: NASA's Science Mission Directorate's 10 Themes Strategy for Leadership Development

Theme Outcome

1.1. Awareness of Field-Specific and Interdisciplinary State of the Art

1.2. Excellent Positioning in the Science Competitive Process

1.3. Culture of Scientific Innovation

2.1. Psychologically Safe High-Performance Teams

2.2. Effective leverage of diverse skillset and encourage accountability

2.3. Effective teaming in hybrid and virtual environments

3.1. Data-Informed decisions that best meet the needs of the organization.

3.2. Well-designed and effectively implemented change initiatives

3.3. Creation of environments that enable growth and to gain buy-in for change initiatives

3.4. Anticipation of future needs of the organization and potential roadblocks to success

4.1. Understanding of modern leadership theory and application of those practices to science organizations

4.2. Perspective of the importance of organizations and their ecosystems

4.3. Development of individual leadership style aligned with modern leadership practices

5.1. Optimization of processes and results in negotiations

5.2. Amplification of scientific impact

5.3. Ability to be an effective influencer

6.1. Alignment of personal and organizational core values

6.2. Ethical conflict resolution

6.3. Ethical conduct in research, collaboration, and management

7.1. Excellence in stewardship of government resources

7.2. Informed and comprehensive implementation of government policy

8.1. Respectful, professional, and safe environment for all stakeholders

8.2. Increasingly inclusive community of diverse science stakeholders

9.1. Global situational awareness in relevant science fields

9.2. Framework for science global positioning and processes for maintaining competitive advantages

10.1. Communication for impact within and across technical fields.

10.2. Communication for understanding with non-technical audiences and decision-makers.

10. Communication in Science Leadership:

Promoting and highlighting the impact of scientific goals, processes, findings, and breakthroughs within and across fields and to general audiences in a clear, timely, inclusive, and professional manner.

9. Leading in the Global Scienti fic Community:

Capitalizing on the global flow of scientific knowledge to drive the innovations and breakthroughs that maintain and enhance NASA’s position as at the forefront of exploration.

1. Leading for Scienti fic Innovation and Breakthroughs: Introducing innovation concepts and practices to science processes in order to enable breakthroughs that are relevant to NASA’s goals.

2. Cooperation in High-Performing Teams:

Enabling teams to thrive and solve complex problems through sharing ideas and mutual learning in a psychologically safe environment.

3. Leading Change:

Recognizing that there are two aspects to change: (a) realigning technical, financial, and human resources and (b) also guiding the human aspect of reacting and thriving through these transitions.

4. Strategic Leadership:

Using personal and organizational values, talents, and experience to assess the impact that internal and external stakeholders and competitive environments have on NASA science, leading to data-informed decision-making.

5. Influence Leadership:

Empowering scientists in formal and informal leadership positions to effectively advocate for, guide, develop, and communicate the value of science products and processes on behalf of their teams and organization.

6. Ethical Leadership:

Leveraging personal, science, and NASA core values to build an ethical framework for research integrity, decision-making, and conflict resolution in dynamic, uncertain, complex, and ambiguous situations that may arise in global scientific communities.

7. Leadership in Federal Government Agencies:

Gaining keen insights into how the goals of government influence the content, implementation, and policies embedded in NASA's scientific portfolio and becoming a proficient steward of government resources.

8. Leading a Diverse and Inclusive Workforce:

Becoming equipped to lead with empathy and self-awareness across differences of thought, demographic and socioeconomic backgrounds, and experiences. Recognizing and addressing the negative impacts that demographically homogenous organizations have on creativity and generation of viable of solutions to NASA science portfolio.

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SECTION 2

INSTRUCTION TO OFFERORS

☒52.212-1 Instructions to Offerors – Commercial Products and Commerical Services. (SEP 2023) Addendum to 52.212-1

Quotes for the item(s) described in the RFQ are due by 07/26/2024 by 3 p.m. CT to Brianna Faye at brianna.n.ladner@nasa.gov in order to be considered for award. If it is in the best interest of the Government, quotes submitted after the due date may be accepted. Quotes shall remain valid for 30 days unless otherwise expressly stated on the quote. Submitted Quotes shall list two points of contacts including name, phone number, email address and Companies CAGE code.

All contractual and technical questions must be in writing (e-mail) to Brianna Faye at brianna.n.ladner@nasa.gov no later than 7/24/2024 by 3 p.m. CT. Telephone questions shall not be accepted.

The NAICS Code for this procurement is 611710.

This procurement is full and open competition.

Offeror’s shall be registered at www.sam.gov in order to be considered for award.

Delivery is FOB Destination.

Please note that Provisions 52.204-24 Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment (Nov 2021) and 52.204-26 Covered Telecommunications Equipment or Services-Representation (Oct 2020) are included in this RFQ. You are required to complete these two provisions and return the RFQ document with your quote. Failure to complete these Provisions will result in the Government being unable to make award to your firm.

SECTION 3

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SOLICITATION PROVISION/REPRESENTATIONS AND CERTIFICATIONS

☒52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

This solicitation incorporates one or more solicitation provisions 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. The offeror is cautioned that the listed provisions may include blocks that must be completed by the offeror and submitted with its quotation or offer. In lieu of submitting the full text of those provisions, the offeror may identify the provision by paragraph identifier and provide the appropriate information with its quotation or offer. Also, the full text of a solicitation provision may be accessed electronically at this/these address(es):

FAR FAR | Acquisition.GOV NFS NASA FAR Supplement

FEDERAL ACQUISITIONI REGULATION (FAR) PROVISIONS INCORPORATED BY

REFERENCE:

☒52.204-07 System for Award Management (Oct 2018) ☒52.204-16 Commercial and Government Entity Code Reporting (Aug 2020) ☒52.204-17 Ownership or Control of Offeror (Aug 2020) ☒52.204-19 Incorporation by Reference of Representations and Certifications (Dec 2014)

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

☒52.204-26 Covered Telecommunications Equipment or Services-Representation (Oct 2020) ☐52.209-2 Prohibition on Contracting with Inverted Domestic Corporations – Representation (Nov

2015) ☒52.223-1 Biobased Product Certification (May 2012) ☒52.225-25 Prohibition on Contracting with Entities Engaging in Sanctioned Activities Or

Transactions Relating to Iran – Representation and Certifications (Jun 2020)

FAR PROVISISIONS IN FULL TEXT:

☒52.212-3 OFFEROR REPRESENTATIONS AND CERTIFICATIONS—COMMERCIAL Produccts and Commercial Services (Feb 2024)

The offeror shall complete only paragraphs (b) of this provision if the Offeror has completed the annual representations and certification electronically via the System for Award Management (SAM) Web site located at System for Award Management (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.

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

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

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

“Forced or indentured child labor” means all work or service—

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

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

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

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

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

395(c).

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

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

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

(3) PSG 88, Live Animals;

(4) PSG 89, Subsistence;

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

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

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

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(8) PSC 9610, Ores;

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

(10) PSC 9630, Additive Metal Materials.

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

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

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

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

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

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

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

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

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

(6) Have been voluntarily suspended.

Sensitive technology—

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

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

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

(2) Does not include information or informational materials the export of which the President does not have the authority to regulate or prohibit pursuant to section 203(b)(3) of the International Emergency Economic Powers Act (50 U.S.C. 1702(b)(3)).

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“Service-disabled veteran-owned small business concern”—

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

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

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

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

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

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

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

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

Small business concern—

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

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

“Small disadvantaged business concern, consistent with 13 CFR 124.1002,” 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--

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(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.

“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 the 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 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.

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(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) 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 124.1002

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(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.

(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: ____________.] (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.

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

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

(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:

LINE ITEM NO. COUNTRY OF ORIGIN EXCEEDS 55% DOMESTIC

CONTENT (YES/NO)

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[List as necessary]

(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:

LINE ITEM NO. COUNTRY OF ORIGIN

(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 percent domestic content, except for those that are COTS items. If the percentage of the domestic content is unknown, select “no”.

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Other Foreign End Products:

LINE ITEM NO. COUNTRY OF ORIGIN EXCEEDS 55%

DOMESTIC CONTENT

(YES/NO)

(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 Canadian end products or Israeli end products as defined in the clause of this solicitation entitled “Buy American--Free Trade Agreements--Israeli Trade Act'':

Israeli End Products:

Line Item No. ___

[List as necessary]

(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:

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(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:

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