SATPC0034669 Tab 12 RFQ Open Market Template.docx

National Aeronautics and Space Administration NASA Shared Services Center Stennis Space Center, MS 39529-6000

4/10/2024

SUBJECT: Request for Quotation (RFQ) 80NSSC24866182Q, Utility Services Allocation System

This solicitation includes the following sections:

1. Statement of Work – 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

SECTION 1

STATEMENT OF WORK

STATEMENT OF WORK

1. OBJECTIVE

The National Aeronautics and Space Administration (NASA) Office of Strategic Infrastructure (OSI) seeks to acquire a commercial-off-the-shelf (COTS) solution for utility invoice data management and tenant billing; along with the system administration and technical support services to provide, configure, implement, and administer the COTS solution. The configured COTS solution shall be known as NASA’s Utility Services Allocation System (USAS). All references in this scope of work to USAS shall refer to the contractor-provided and contractor-configured COTS solution. NASA intends to award a contract for the configuration, integration, and administration of the new software-as-a-service (i.e., cloud-based) enterprise-wide solution that includes hosting, licensing, configuration, data architecture, integration, testing, training, maintenance / support services, and system administration.

The contractor shall provide a cloud-based commercial offering, shall meet the technical and operational requirements herein, shall ensure integration with specified information technology (IT) systems and software, and shall operate and maintain USAS in accordance with industry best practices, Federal Regulations, and NASA guidelines. The contractor shall provide a solution that is Federal Risk and Authorization Management Program (FedRAMP) Low Authorized at the time of contract award and capable of achieving an Agency Authority to Operate (ATO) within 90 calendar days of Notice To Proceed (NTP).

2. BACKGROUND.

2.1. NASA OSI ensures that the appropriate utility services are available to meet NASA’s mission requirements. To this end, the OSI Facilities and Real Estate Division (FRED) leads NASA’s program to fund, procure, operate, and maintain utility services within NASA Centers. Additionally, with support from the OSI Environmental Management Division (EMD), FRED accounts for the consumption of utility services within facilities, ensures appropriate cost sharing (or “billing”) for these services with tenants, and produces actionable data that supports energy and water efficiency initiatives and compliance with Agency and federal reporting requirements.

2.2. To enable Agency-wide standardization of charging practices and pricing policies for utility services, and to enable productivity gains during this process, the Agency requires an enterprise-level utility invoice data management and utility services allocation system that is COTS-based and administered in a manner that is Utility and Energy Manager centered and aligns with industry best practices for utility and energy management.

2.3. Each of NASA’s Centers currently manage utility invoice data and utility services allocation through differing processes and technology, often with minimal automation, and without an integration up to the Agency-level.

3. BASE SCOPE

3.1. Functional Standards.

The contractor shall provide a logical, standardized, configurable user interface. The contractor shall provide a Utility and Energy Manager focused, user‐friendly system. The contractor shall provide pre‐configured, customizable dashboards that display selectable data related to all aspects of utility invoice data management and utility services allocation to include, but not limited to, invoice status, cost, consumption, unit cost, and energy intensity. The contractor-provided solution must provide an efficient method of navigation and shall provide a single launch page that leverages click‐through navigation to manage multiple utilities, facilities, and meter relationships.

3.2. Accessibility.

3.2.1. Section 508 Compliance. NASA is committed to providing accessible Information and Communication Technology (ICT) to individuals with disabilities, including members of the public and federal employees. To the extent practical, the contractor-provided solution shall meet or exceed all requirements of Section 508 of the Rehabilitation Act of 1973, as amended (29 U.S.C. 794d).

3.2.2. To the extent practical, ensure the use of “Color Blind Friendly Palettes” and web accessibility features (https://www.ada.gov/resources/web-guidance/). All dashboards and reports that show colors (e.g., Red, Yellow, Green) should include a text indicator to maximize accessibility for users. For example, color coding may be augmented with indicators such as (R), (Y), (G) for color blind team members.

3.3. Data Rights.

3.3.1. The contractor shall, in accordance with FAR 52.227-14, provide the Government with unrestricted ownership rights to the utility data within the software/program.

3.4. Security Requirements.

3.4.1. Compliance with Standards, Policies, and Reporting Requirements.

The contractor shall be subject to all NASA and Federal IT Security standards, policies, and reporting requirements. The contractor shall meet and comply with all NASA IT Security Policies and all applicable NASA and Federal standards and guidelines, and other Government-wide laws and regulations for protection and security of Information Technology. As applicable, the contractor shall comply with the following policies and regulations:

3.4.2. FedRAMP Authorized

The contractor solution shall be FedRAMP Low Authorized at the time of contract award and capable of achieving an Agency Authority to Operate (ATO) within 90 calendar days of Notice To Proceed (NTP).

3.4.3. Access Control and Authentication.

The contractor shall support a secure, multi-factor authentication (MFA) method for Government-consuming end users to access the service and for Government personnel who will perform administrative duties. Specifically, the contractor shall support integration of the service with multi-factor NASA authentication services including SAML 2.0 and Federal Government Personal Identity Verification (PIV) Card access. A user inside NASA’s firewall shall be able to access the solution without having to provide separate credentials. The contractor provided solution shall support an MFA solution that aligns with all applicable Federal IT security standards and policies. Access controls must comply with NASA IT and security policies. These policies include session timeouts and inactive user lockouts. The information system/IT solution shall support role-based access controls to distinguish between end users needing access to different levels of data (e.g., end users only needing access to non-sensitive data and end users needing access to sensitive data).

3.5. Technical Requirements

3.5.1. General Functional Requirements.

Provide a COTS Software as a Service (SaaS) for utility invoice data management and tenant billing that will:

(1) Collect and store utility invoices from NASA vendors and NASA Centers. Invoices will include scanned images and electronic vendor files.

(2) Capture utility invoice line-item data and convert it into cost and consumption information that can be used for utility management activities, analysis, and tenant billing.

(3) Audit utility invoices for anomalies and errors.

(4) Calculate rates that reflect each utility invoice and be able to be customized for tenant billing.

(5) Manage an organizational hierarchy and utility invoice allocation logic that relates meters to meters and spaces to facilities to Centers and to the Agency.

(6) Manage a meter inventory and automatically collect and store associated billing-relevant meter interval data from NASA’s AVEVA PI enterprise data historian.

(7) Automatically allocate utility invoice cost and consumption to tenants based on meter data, estimates of consumption per square foot, fixed estimates, and facility category.

(8) Analyze utility cost and consumption at each level of the organization, from facility to Center and up to the Agency in aggregate. Make sophisticated observations based on metrics that incorporate meter, facility, and weather, and calendar data.

(9) Benchmark facility energy and water use.

(10) Export data to Energy Star Portfolio Manager.

(11) Produce customizable dashboards for utility and energy managers as well as tenants to assess utility and energy cost, consumption, and efficiency.

(12) Export tabular data in customizable formats, including for use in Microsoft Excel.

(13) Enable seamless collaboration, integration, accountability, reporting, and information access at NASA Centers/Facilities, across NASA, and outside NASA.

(14) Enable information to be stored, viewed, analyzed, reproduced, and updated with a minimal amount of effort and no duplication of effort through a Graphical User Interface (GUI). Provide an intuitive, effective, easy to learn, and responsive end user experience to improve team member productivity in the management, analysis, and allocation of utility invoice and billing data.

(15) Implement an enterprise-wide system of record and system of reporting allowing rapid, real-time data reporting at the user, Center, and Agency level. Ensure Agency level capability for management to view, search, query, and run reports on all data entered across the Agency.

(16) Provide the capability to ensure data has access control capabilities to limit accessibility based on user role. Allow authorized agency level management to access data for roll-up reporting and analysis.

3.5.2. Specific Functional Requirements.

Provide a COTS SaaS and the configuration services necessary to:

(1) Implement the General Functional Requirements in section 3.5.1 for those utilities marked “B” for “Base Option” in Table 3.5.2 below. The Base Option requirement represents 18 sites, 26 utilities, and approximately 2,385 meters.

3.5.3. Additional Functional Support Requirements.

(1) Provide a two-day implementation planning and configuration workshop for NASA USAS Special Interest Group (SIG).

(2) Provide 10 hours of online end-user training, available to personnel at all sites.

3.5.4. User Access.

Provide site-unlimited use licenses in the quantities required to support requirements in this scope of work. The site-unlimited licenses shall be valid for a term of no less than one one-year base period with four one-year options.

3.6. Execution Requirements.

The contractor shall provide all material, equipment, and labor necessary to perform all tasks associated with the licensing, hosting, configuration, testing, integration, data migration, implementation, training, and administration of the contractor provided solution. This shall include, but is not limited to, technical implementation of all system enhancements including beta testing, minor releases, major releases, software updates, and configuration changes. The contractor shall coordinate directly between the Government, Government contractors, and other software / system contractors to ensure collaboration between parties as necessary to support all phases of the implementation of the contractor provided solution.

3.6.1. Contractor Quality Management.

The contractor shall identify and implement its approach for providing and ensuring quality by developing and submitting a Quality Management Plan (QMP) for approval by the Government no later than 30 days after Notice To Proceed (NTP). The QMP shall describe the application of the appropriate methodology (i.e., quality control and/or quality assurance) for accomplishing performance requirements. The QMP shall describe how the appropriate methodology integrates with the Government’s requirements. The contractor shall make appropriate modifications to the QMP (at no additional cost to the Government) in order to ensure it remains relevant and accurate throughout the performance period. The Government has the right to require revisions of the QMP (at no cost to the Government) should the QMP fail to deliver the quality of the services required at any time during performance.

3.6.2. Data Architecture Plan. The Contractor shall create and submit for approval, No Later Than (NLT) 60 calendar days after NTP, a Data Architecture Plan (DAP) based on technical discovery and scope for Government approval. The Contractor shall maintain and update the data architecture plan throughout the duration of the task order.

3.6.2.1. The Contractor shall include a description of the database technology to be used and the processes employed to manipulate data.

3.6.2.2. The Contractor shall describe security boundaries and interconnects in the DAP.

3.6.2.3. The Contractor shall include an expected data model, entity relationship diagram and a data dictionary or equivalent information to permit the Government to maintain NASA's enterprise data model.

3.6.2.4. The DAP shall describe interfaces for sharing structured data with other IT systems.

3.6.2.5. The Contractor shall provide a data schema for data downloads and transfers so NASA can inventory the type, quantity, structure, and relationships of data housed in the contractor provided solution.

3.6.3. Data Exchange. The software solution shall be able to exchange data according to industry best practices and in compliance with all Federal guidelines. The Contractor shall be able to exchange data via Extract Transform Load (ETL) tools and Application Program Interfaces (APIs).

3.6.4. Configuration, Integration, and Testing (CIT).

The contractor shall provide all material, equipment, and labor associated with the contract requirement to execute configuration, integration, and testing of USAS to meet the requirements of the contract. CIT of USAS shall be executed by the contractor in coordination with the Government.

3.6.4.1. General Scope: The contractor shall provide a dedicated management and technical team responsible for the configuration, integration, and testing of the contractor provided solution. The team shall include a configuration, integration, and testing project manager (CIT PM) with overall responsibility for managing this scope of the contract. Starting NLT 30 calendar days after NTP, the CIT PM shall conduct no less than a bi-weekly update meeting with the Government’s Contracting Officer’s Representative (COR) to ensure transparency, communication of issues, and report of progress. The contractor shall provide a meeting agenda, host the meeting virtually, and provide meeting minutes to the Government no more than 72 hours after each weekly meeting. In a manner compatible with industry and government best practices for COTS configuration, the contractor shall perform all work associated with the configuration of the contractor supplied solution to meet all requirements of the RFP, to meet any additional objectives below, and to complete all tasks outlined in the contract. The contractor shall use modern integration solutions so that the configured solution can easily integrate with other enterprise document management solutions, digital signature solutions, and applications as NASA architecture evolves. Configuration efforts shall be conducted in a manner that ensures that the application continues to meet all required security protocols, does not introduce vulnerabilities to data security, and remains compatible with existing NASA network and IT functions.

3.6.4.2. Objectives:

3.6.4.2.1. Configuration of the software/application to meet the requirements of the contract shall emphasize out-of-the-box functionality.

3.6.4.2.2. The Contractor shall propose and implement configurations and solutions that are operable and maintainable within COTS releases, upgrades, patches, platform updates, bug fixes, and other industry standard software modifications.

3.6.4.2.3. The Contractor shall propose and implement configurations and solutions that enhance and do not degrade operability, including all integrations.

3.6.4.2.4. The Contractor shall propose and implement configurations and solutions that follow industry best practices and comply with all NASA IT Security Policies, all applicable NASA standards and guidelines, and other government-wide laws and regulations.

3.6.4.2.5. CIT shall address the complete life-cycle from utility invoice data capture to allocation of cost and consumption to facility spaces and meters.

3.6.4.2.6. Clarification of requirements shall be documented through the formal submission of a Request for Information (RFI) from the contractor to the Government. All RFIs shall indicate a “information need by” date, provide a contractor recommendation, and clearly identify whether the contractor believes the RFI is likely to impact cost or schedule.

3.6.4.2.7. Ensure configuration efforts are coordinated and integrated with the Government COR.

3.6.4.2.8. Establish and maintain priorities of work for the configuration efforts. Communicate and coordinate prioritization of efforts with the Government COR.

3.6.4.3. Tasks:

3.6.4.3.1. CIT Plan. The contractor shall develop and submit for approval, NLT 60 calendar days after NTP, a comprehensive plan covering all aspects of USAS configuration, integration, and testing. The CIT Plan shall, at a minimum, provide a detailed description of the CIT approach, milestone schedule, risks, risk mitigation, and measurements of success. The CIT Plan shall address the contractors plans to configure the database system with emphasis on out-of-the-box functionality over customization.

3.6.4.3.2. For all requirements listed in the contract, the contractor shall expeditiously execute configuration of USAS to meet the requirements. Configuration efforts shall be prioritized in coordination with the Government COR, documented, and tracked to closure. No less than monthly and starting NLT 30 calendar days after NTP, the CIT PM shall provide a written report of configuration status and demonstrate the function of the contractor provided solution.

3.6.4.3.3. NASA Customization. Integrate into all USAS modules data fields, nomenclature, references, insignia, and formatting to ensure the application, reports, and dashboards clearly identify ownership by NASA.

3.6.4.3.4. CIT Validation Reviews. The contractor shall provide a comprehensive demonstration to the Government no less than monthly to demonstrate progress made during CIT. Additionally, the contractor shall perform a 30%-complete validation demonstration, a 60%-complete validation demonstration, a 90%-complete validation demonstration, and a final validation demonstration. Each validation demonstration shall be conducted virtually with the ability to support no less than 20 Government attendees. The validation demonstrations shall be conducted in the form of a “design review” with the contractor responsible for capturing all comments, dispositioning comments as “accepted, for information only, or rejected”, and providing a subsequent report to the Government detailing the results of the validation demonstration along with actions to be complete in order to resolve remaining CIT tasks.

3.6.5. System Administration.

3.6.5.1. General Scope. The contractor shall provide system administration and technical support to users and administrators for the full range of support necessary to operate the contractor provided solution.

3.6.5.2. Objectives:

3.6.5.2.1. Provide system administration and technical support that is timely and effective. Services shall include all resources necessary to support the assigning of users to proper roles and categorizations, creation and management of lookup lists, creation and generation of reports/register views/exports, monitoring of the system for content quality and consistency, and the manual migration of relevant data and documents.

3.6.5.2.2. Help Desk. Provide Help Desk and Technical Support available during regular business days and hours (M-F, no Federal Holidays. 9:00am to 5:00pm EST). Help Desk calls and emails (or online service requests) shall be logged and tracked through completion. Support shall be provided in a manner consistent with industry standards (i.e., Tier 1 – basic functional questions, password resets, etc. and Tier 2 – access assignments, in-depth functional questions, troubleshooting).

3.6.5.2.3. Outage Notification. Provide for notification to all users of unplanned outages within 15 minutes of occurrence and planned outages 72 hours and 24 hours in advance of those outages taking place. In the case of service interruptions, regular updates shall be provided until resolution. Planned outages shall, to the maximum extent, be scheduled outside of normal business hours.

3.6.5.3. Tasks:

3.6.5.3.1. Setup Headquarters, Center, and Center Facilities roles and user accounts through a managed system that standardizes, tracks, manages, and logs requests. Enable, within the approval workflow, the ability for designated NASA users to have approval/disapproval authority for assignment of user roles and configuration of data associated with user accounts.

3.6.5.3.2. Monitor system for content quality and consistency.

3.6.5.3.3. Attend quarterly scheduled virtual meetings with Headquarters, Center, and stakeholders.

3.6.5.3.4. Apply routine and non-routine configuration changes that cannot be accomplished by NASA HQ roles, as necessary, to ensure the software solution remains operational.

3.6.6. Record Data Transfer. The contractor shall support regular and recurring transfer of data from USAS to a designated Government data repository for the purposes of record keeping and data safe storage. Record data shall be transferred no less than quarterly in coordination with the Government.

3.7. Project Schedule. The contractor shall create and maintain a project schedule.

3.7.1. Contractor shall update and submit a project schedule, for review and approval, monthly. The schedule shall provide the level of detail to address major milestones, logic paths, relationships, and critical path to allow for satisfactory project planning and execution. Show in the schedule the proposed sequence to perform the work and dates contemplated for starting and completing all scheduled activities. Administrators, Managers, Software Developers, Subcontractors and Suppliers working on the project must also contribute to developing and maintaining an accurate Project Schedule. Provide a schedule that is a forward planning as well as a project monitoring tool.

3.7.2. The deployment of the fully operational contractor provided solution shall occur no later than 180 calendar days after NTP.

4. OPTION SCOPE

4.1.1. OPTION ITEM 1 – Additional Utilities.

Provide configuration services and any additional licensing necessary to:

(1) Implement the General Functional Requirements in section 3.5.1 for those utilities marked “O” for “Option” in Table 3.5.2. The Option requirement represents 24 additional utilities and approximately 1,426 meters.

4.1.2. OPTION ITEM 2 – Additional Configuration Support.

Provide an additional 400 hours of configuration services to support more advanced customization, dashboard development, reporting, and integrations with NASA systems.

4.1.3. OPTION ITEM 3 – Additional Training.

(3) Provide a two-day advanced configuration workshop for NASA USAS Special Interest Group (SIG).

(4) Provide 10 hours of online end-user training, available to personnel at all sites.

5. PERIOD OF PERFORMANCE

5.1. Period of Performance. The period of performance shall consist of a Base Year and up to four (4) Option Years.

5.1.1. Base Year. The Base Year shall include the scope (including any exercised OPTION ITEMS) associated with licensure, hosting, configuration, implementation, testing, and launch of fully operational contractor provided solution, and systems administration.

5.1.2. Option Year 1 – 4. The Option Year(s) shall include the scope for continuation of licensure, hosting, system administration, and any exercised OPTION ITEMS.

6. PHASE-IN AND PHASE-OUT

6.1.1. Phase-In.

Not applicable.

6.1.2. Phase-Out.

6.1.2.1. The Contractor shall maintain full compliance during the period of time leading up to the contract’s expiration or termination. The Contractor shall submit to the Government a Phase-Out Plan sixty (60) calendar days before the contract’s completion or termination. The phase-out plan shall address not less than the following.

6.1.2.1.1. Procedures for retaining the staffing levels necessary to maintain required services through the day of the contract’s expiration or termination.

6.1.2.2. The Contractor shall coordinate its phase-out activities with the incoming Contractor to affect a smooth and orderly transition at the end of the contract’s period of performance.

7. DELIVERABLES

7.2. Resubmittals. For any disapproved deliverable, the Government will provide written comments to be addressed within 10 business days of the disapproved deliverable receipt by the contractor.

8. GOVERNMENT FURNISHED ITEMS

8.1. The Government will furnish NASA generated data required to configure the contractor solution; including organizational, facility, and meter data relationships and attributes.

9. CONTRACTOR QUALIFICATIONS

9.1. The contractor shall possess the following qualifications:

9.1.1. Successful deployment of substantially similar COTS SaaS solution under a substantially similar scope of work within the past five years.

10. AWARD CRITERIA

This contract will be a best value award. The following criteria will be used in the award of this contract:

11. PLACE OF PERFORMANCE

NASA Headquarters

12. PERIOD OF PERFORMANCE

June 01, 2024 through May 31, 2025

SECTION 2

INSTRUCTION TO OFFERORS

☒52.215-1 Instructions to Offerors – Competitive Acquisition (Sep 2023)

Quotes for the item(s) described in the RFQ are due by 4/16/2024 by 12 p.m. CT to SARA JUSINO-TERRY at SARA.A.JUSINO-TERRY@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. Or equal to products or services can be quoted and will be evaluated to determine if they meet technical acceptability of the requirement(s) in this RFQ. Quotes will remain valid for 30 days unless otherwise expressly stated on the quote. Submitted Quotes shall list two points of contacts including name, phone number, and email address.

All contractual and technical questions must be in writing (e-mail) to SARA JUSINO-TERRY at SARA.A.JUSINO-TERRY@NASA.GOV no later than 4/15/2024 by 12 p.m. CT. Telephone questions shall not be accepted.

The NAICS Code for this procurement is 541519. The Offeror shall state in their offer their size status for this procurement.

This procurement is set aside for small business.

Offeror’s shall be registered at www.sam.gov and have the NAICS code listed above in order to be considered for award.

Submitted offers shall be F.O.B Destination for this procurement. Offers submitted on a basis other than F.O.B, Destination will be rejected as non-responsive.

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

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 NFS | Acquisition.GOV

FEDERAL ACQUISITIONI REGULATION (FAR) PROVISIONS INCORPORATED BY REFERENCE:

(Dec 2014)

NASA FAR SUPPLEMENT (NFS) PROVISIONS INCORPORATED BY REFERENCE:

NFS AND FAR PROVISISIONS IN FULL TEXT:

☒ 52.204-8 Annual Representations and Certifications (Jan 2022) (a)

(1) The North American Industry classification System (NAICS) code for this acquisition is 541519

(2) The small business size standard is 541519

(3) The small business size standard for a concern which submits an offer in its own name, other than on a construction or service contract, but which proposes to furnish a product which it did not itself manufacture, is 500 employees.

(b)

(1) If the provision at 52.204-7, System for Award Management, is included in this solicitation, paragraph (d) of this provision applies.

(2) If the provision at 52.204-7 is not included in this solicitation, and the offeror is currently registered in the System for Award Management (SAM), and has completed the Representations and Certifications section of SAM electronically, the offeror may choose to use paragraph (d) of this provision instead of completing the corresponding individual representations and certification in the solicitation. The offeror shall indicate which option applies by checking one of the following boxes:

☐ (i) Paragraph (d) applies.

☐ (ii) Paragraph (d) does not apply and the offeror has completed the individual representations and certifications in the solicitation.

(c)

(1) The following representations or certifications in SAM are applicable to this solicitation as indicated:

(i) 52.203-2, Certificate of Independent Price Determination. This provision applies to solicitations when a firm-fixed-price contract or fixed-price contract with economic price adjustment is contemplated, unless—

(A) The acquisition is to be made under the simplified acquisition procedures in Part 13;

(B) The solicitation is a request for technical proposals under two-step sealed bidding procedures; or

(C) The solicitation is for utility services for which rates are set by law or regulation.

(ii) 52.203-11, Certification and Disclosure Regarding Payments to Influence Certain Federal Transactions. This provision applies to solicitations expected to exceed $150,000.

(iii) 52.203-18, Prohibition on Contracting with Entities that Require Certain Internal Confidentiality Agreements or Statements—Representation. This provision applies to all solicitations.

(iv) 52.204-3, Taxpayer Identification. This provision applies to solicitations that do not include the provision at 52.204-7, System for Award Management.

(v) 52.204-5, Women-Owned Business (Other Than Small Business). This provision applies to solicitations that—

(A) Are not set aside for small business concerns;

(B) Exceed the simplified acquisition threshold; and

(C) Are for contracts that will be performed in the United States or its outlying areas.

(vi) 52.204-26, Covered Telecommunications Equipment or Services-Representation. This provision applies to all solicitations.

(vii) 52.209-2, Prohibition on Contracting with Inverted Domestic Corporations—Representation.

(viii) 52.209-5; Certification Regarding Responsibility Matters. This provision applies to solicitations where the contract value is expected to exceed the simplified acquisition threshold.

(ix) 52.209-11, Representation by Corporations Regarding Delinquent Tax Liability or a Felony Conviction under any Federal Law. This provision applies to all solicitations.

(x) 52.214-14, Place of Performance--Sealed Bidding. This provision applies to invitations for bids except those in which the place of performance is specified by the Government.

(xi) 52.215-6, Place of Performance. This provision applies to solicitations unless the place of performance is specified by the Government.

(xii) 52.219-1, Small Business Program Representations (Basic & Alternate I). This provision applies to solicitations when the contract will be performed in the United States or its outlying areas.

(A) The basic provision applies when the solicitations are issued by other than DoD, NASA, and the Coast Guard.

(B) The provision with its Alternate I applies to solicitations issued by DoD, NASA, or the Coast Guard.

(xiii) 52.219-2, Equal Low Bids. This provision applies to solicitations when contracting by sealed bidding and the contract will be performed in the United States or its outlying areas.

(xiv) 52.222-22, Previous Contracts and Compliance Reports. This provision applies to solicitations that include the clause at 52.222-26, Equal Opportunity.

(xv) 52.222-25, Affirmative Action Compliance. This provision applies to solicitations, other than those for construction, when the solicitation includes the clause at 52.222-26, Equal Opportunity.

(xvi) 52.222-38, Compliance with Veterans' Employment Reporting Requirements. This provision applies to solicitations when it is anticipated the contract award will exceed the simplified acquisition threshold and the contract is not for acquisition of commercial items.

(xvii) 52.223-1, Biobased Product Certification. This provision applies to solicitations that require the delivery or specify the use of USDA-designated items; or include the clause at 52.223-2, Affirmative Procurement of Biobased Products Under Service and Construction Contracts.

(xviii) 52.223-4, Recovered Material Certification. This provision applies to solicitations that are for, or specify the use of, EPA- designated items.

(xix) 52.223-22, Public Disclosure of Greenhouse Gas Emissions and Reduction Goals—Representation. This provision applies to solicitations that include the clause at 52.204-7.

(xx) 52.225-2, Buy American Certificate. This provision applies to solicitations containing the clause at 52.225-1.

(xxi) 52.225-4, Buy American--Free Trade Agreements--Israeli Trade Act Certificate. (Feb 2021) (Basic, Alternates I, II, and III.) This provision applies to solicitations containing the clause at 52.225- 3.

(A) If the acquisition value is less than $25,000, the basic provision applies.

(B) If the acquisition value is $25,000 or more but is less than $50,000, the provision with its Alternate I applies.

(C) If the acquisition value is $50,000 or more but is less than $80,317, the provision with its Alternate II applies.

(D) If the acquisition value is $80,317 or more but is less than $100,000, the provision with its Alternate III applies.

(xxii) 52.225-6, Trade Agreements Certificate. (Feb 2021) This provision applies to solicitations containing the clause at 52.225-5.

(xxiii) 52.225-20, Prohibition on Conducting Restricted Business Operations in Sudan--Certification. This provision applies to all solicitations.

(xxiv) 52.225-25, Prohibition on Contracting with Entities Engaging in Certain Activities or Transactions Relating to Iran—Representation and Certification. This provision applies to all solicitations.

(xxv) 52.226-2, Historically Black College or University and Minority Institution Representation. This provision applies to solicitations for research, studies, supplies, or services of the type normally acquired from higher educational institutions.

(2) The following representations or certifications are applicable as indicated by the Contracting Officer:

[Contracting Officer check as appropriate.] ☐ (i) 52.204-17, Ownership or Control of Offeror.

☐ (ii) 52.204-20, Predecessor of Offeror.

☐ (iii) 52.222-18, Certification Regarding Knowledge of Child Labor for Listed End Products. (Feb 2021) ☐ (iv) 52.222-48, Exemption from Application of the Service Contract Labor Standards to Contracts for Maintenance, Calibration, or Repair of Certain Equipment--Certification.

☐ (v) 52.222-52 Exemption from Application of the Service Contract Labor Standards to Contracts for Certain Services--Certification.

☐ (vi) 52.223-9, with its Alternate I, Estimate of Percentage of Recovered Material Content for EPA-Designated Products (Alternate I only).

☐ (vii) 52.227-6, Royalty Information.

☐ (A) Basic.

☐ (B) Alternate I.

☐ (viii) 52.227-15, Representation of Limited Rights Data and Restricted Computer Software.

(d) The offeror has completed the annual representations and certifications electronically via the SAM Web site accessed through https://www.acquisition.gov . After reviewing the SAM database information, the offeror verifies by submission of the offer that the representations and certifications currently posted electronically that apply to this solicitation as indicated in paragraph (c) of this provision have been entered or updated within the last 12 months, are current, accurate, complete, and applicable to this solicitation (including the business size standard applicable to the NAICS code referenced for this solicitation), as of the date of this offer and are incorporated in this offer by reference (see FAR 4.1201); except for the changes identified below [offeror to insert changes, identifying change by clause number, title, date]. 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 on SAM.

(End of Provision)

☒ 1852.213-70 OFFEROR REPRESENTATIONS AND CERTIFICATIONS—OTHER THAN COMMERCIAL ITEMS (Jul 2004)

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

(Check one of the following):

NUMBER OF EMPLOYEES

AVERAGE ANNUAL GROSS REVENUES

CFR Part 126, and the representation in paragraph (c)(7)(i) of this provision is accurate for the HUBZone small business concern or concerns that are participating in the joint venture. [The offeror shall enter the name or names of the HUBZone small business concern or concerns that are participating in the joint venture: __________________________.] Each HUBZone small business concern participating in the joint venture shall submit a separate signed copy of the HUBZone representation.

(8) (Complete if dollar value of the resultant contract is expected to exceed $25,000 and the offeror has represented itself as disadvantaged in paragraph (c)(4) of this provision.) [The offeror shall check the category in…