S10_RFP_Channel_Operation_Strategies_and_Sale_Enablement_FINAL.pdf

Date: August 01, 2018

Export-Import Bank of the US 811 Vermont Ave., NW Washington, D.C. 20571

SUBJECT: REQUEST FOR QUOTE; SOLICITATION #83310118Q0055; Channel Operations Strategies and Sales Enablement Strategies

This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in Subpart 12.6, as supplemented with additional information included in this notice.

This announcement constitutes the only solicitation; quotes are being requested and a written solicitation will not be issued.

This combined synopsis/solicitation is being issued as Request for Quotation (RFQ) number 83310118Q0055. This combined synopsis/solicitation document incorporates provisions and clauses and includes amendments through 2005-101 FAR revisions effective 20 Jul 2018, including all FAR Circulars issued as of the date of this synopsis. This requirement is unrestricted. The North American Industry Classification System (NAICS) code is NAICS code is 541613 for Marketing Consulting Services. The small business size standard is $15 million.

The Export-Import Bank of the US anticipates awarding a performance based firm fixed price task order for Channel Operations Strategies and Sales Enablement Strategies. The Contractor shall provide operations strategies and sales enablement strategies. The Contractor shall have specialized experience in private sector business to business (B2B) best practices around general business development, managing channel partner networks, and new customer origination. This experience will be leveraged in the development, implement, and optimization of three go-to-market plans capable of meeting organizational growth targets.

Please send questions regarding the solicitation via e-mail to Thu Vo at: Thu.vo@exim.gov and Robyn Moore at: Robyn.Moore@exim.gov. No phone calls will be accepted.

The due date for quotes is 2 PM Eastern Standard Time, August 21, 2018. Questions related to this solicitation are due at 2 PM Eastern Standard Time, August 6, 2017. The Government will post an amendment with answers to these questions as soon as possible. Offerors shall send quotes via e-mail to Thu Vo at: Thu.vo@exim.gov and Robyn Moore at:

Robyn.Moore@exim.gov.

Sincerely, THU A. VO

CONTRACTING OFFICER

https://siccode.com/en/naicscodes/541613/marketing-consulting-services mailto:Thu.vo@exim.gov mailto:Robyn.Moore@exim.gov mailto:Thu.vo@exim.gov mailto:Robyn.Moore@exim.gov

I. SUPPLIES OR SERVICES AND PRICES/COSTS

1. SUPPLIES OR SERVICES

1.1. This solicitation is for a commercial item, and will be conducted IAW FAR Parts 12, in conjunction with FAR Part 13 procedures.

2. CONTRACT PRICING

Offerors shall fill out the Labor Rate as part of their submittal. The Government is seeking discounts on the labor rates-“Sharpen your pencils”. Pricing will be competitively evaluated based on the level of effort, mix of labor proposed, and overall total price reasonableness of the quotation. The contractor shall submit a price quotation with the following minimum information:

• Proposed fully loaded labor categories and number of personnel for each labor category

• Number of hours anticipated for each labor category for the base year and one option year

• Percent discount off their rates (please provide published price list or GSA schedule)

• Discounted price for each labor category

• Total price for the base period, option period and the total price for the entire quote

The contractor shall break down the price information separately for each Task (i.e., each Task should have its own section).

Labor Hours/Labor Mix Required to Complete the Task(s).*

Labor Category

Hours

Rate % Discounted

Discounted Rate Total

*For evaluation purpose only

Insert a price breakdown for labor of effort and total firm fixed price (FFP) information, as required, in the tables below for each period of performance. The estimated award announcement and the period of performance beginning dates are subject to change.

(2.1.) CLIN PRICING Base Year: POP: 9/13/18 through 9/12/19

CLIN CLIN DESCRIPTION CLIN FFP

AMOUNT

0001 Lender Support Operations

0002 Broker Support Operations

0003 Customer Support Operations

0004 Technology and Services Implementation

TOTAL

(2.2.) CLIN PRICING Base Year: POP: 9/13/18 through 9/12/19

CLIN CLIN DESCRIPTION CLIN FFP

0001 Lender Support Operations

0002 Broker Support Operations

0003 Customer Support Operations

0004 Technology and Services Implementation

TOTAL

*Travel in accordance with the Federal Travel Regulation (FTR) contained in 41 Code of Federal Regulations (CFR), Chapters 300 through 304. This is a cost reimbursable line item.

Travel shall not be made unless authorized by the COR. Payment will be made for actual expenses with proper supporting documentation.

PROPOSED PAYMENT SCHEDULE

CLIN/SUB

PAYMENT

ITEMS

PAYMENT ITEM DESCRIPTIONS CLIN

AMOUNT

PAYMENT

001 $

001.01 $

001.02 $

TOTAL(S) $ $

(The SUBS are a breakdown of the total CLN price)

II. DESCRIPTIONS/SPECS/WORK STATEMENT

Attachment I: Channel Operations Strategies and Sales Enablement Strategies Task Order Performance Work Statement

III.SPECIAL REQUIREMENTS

Period of Performance:

The Performance Period of the contract is a two year period commencing upon the date of contract award. The PoP is comprised of the base year and one option year.

Place of Performance:

Off-site.

Hours of Work:

Supervision of Employees:

The Contractor's employees shall remain under the Contractor's direct supervision at all times.

The Contractor's employees and supervision shall remain the responsibility of the Contractor.

Key Personnel:

(a) In order to ensure a smooth and orderly start-up of work, it is essential that the key personnel identified be available on the effective date of this task order. If these personnel are not made available at that time, the Contractor shall notify the Government CO and show cause.

Failure of the Contractor to show cause may be taken as admission that no valid cause or explanation exists, and the Contractor may be subject to default action.

(b) The key personnel are considered essential to the work being performed. Unless otherwise agreed to in writing by the CO, the Contractor shall be responsible for providing such personnel for performance for the term required. The Contractor shall not on their own volition remove or replace any personnel designated as "key" personnel, at the task order level, without the written concurrence of the cognizant CO.

(c) During the first ninety (90) days of performance, the Contractor shall make no substitutions of key personnel unless the substitution is necessitated by illness, death, or termination of employment. The Contractor shall notify the Contracting Officer within 15 calendar days after the occurrence of any of these events and provide the information required by herein. After the initial 90-day period, the Contractor shall submit the information required by paragraph (d) to the Contracting Officer at least 15 days prior to making any permanent substitutions.

(d) The Contractor shall provide a detailed explanation of the circumstances necessitating the proposed substitutions, complete resumes for the proposed substitutes, and any additional information requested by the Contracting Officer. Proposed substitutes should have comparable qualifications to those of the persons being replaced. The Contracting Officer will notify the Contractor within 7 calendar days after receipt of all required information of the decision on substitutions. The contract will be modified to reflect any approved changes of key personnel.

(e) The Contractor may propose the same individual as key personnel for more than one key personnel position identified in this section. In so doing, due consideration should be given for the workload involved. The CO will review and either approve or deny in advance, based on the apparent best interest of the Government, any multiple key personnel roles proposed in writing by the Contractor.

(f) Contract Key Personnel

TBD at the time of award

Personnel Retention:

The Contractor shall make every effort to retain personnel in order to ensure continuity until contract completion. If it should become necessary to substitute or replace personnel, the Contractor shall immediately notify the COR in writing of any potential vacancies and shall make every effort to submit the resume(s) of replacement personnel within 15 calendar days of the notification. The Contractor shall submit the resume(s) of all potential personnel selected to perform under this contract to the CO and COR for Government review and acceptance/rejection. Replacement personnel must meet or exceed the experience, education, qualifications and credentials identified for that particular labor category in the offeror’s original quote. Upon Government acceptance of a resume(s), the candidate shall be available to begin performance within 15 calendar days. In order to facilitate security background checks by the Bank and to reduce staffing delays, prior to the submission of resumes, the contractor shall ensure that the candidate(s) satisfy the applicable security requirements. The contractor shall ensure continuity of operations during periods of personnel turnover and long-term absences.

Long-term absences are considered those longer than one week in duration.

Meetings:

Status Meetings and Project Reviews shall be held regularly as required to ensure effective program management and efficient and effective resolution of problems throughout the life of the contract. The Contractor’s on site manager shall meet on a periodic basis with the EXIM to discuss the project’s progress, planned activities, issues, and other items as requested by the Contractor or the EXIM Bank. The frequency of these meetings will be determined as mutually agreed between the Contractor and the Government.

Administrative Submittals:

Administrative submittals shall be certified by the Contractor Quality Control representative.

Submittals are any documents submitted to the Government for review or reference.

Non-Conforming Products or Services:

Non-conforming products or services will be rejected. Unless otherwise specified in individual task orders, the Contractor shall correct deficiencies within 10 work days of the rejection notice.

Removal of Personnel:

The Government will require the Contractor to remove any employee from the job site for reasons of misconduct, safety, security, or any employee found to be, or suspected of being, under the influence of alcohol, drugs, or incapacitating agent. The removal of a Contractor employee from the job site shall not alleviate the Contractor of the requirement to provide sufficient personnel to perform the services as required by this contract.

Contractor compliance:

The Contractor shall ensure that all Contractor employees, including sub-Contractors, shall comply with all guidance, instructions, and general orders applicable to EXIM Bank. This shall include any and all guidance and instructions issued based upon the need to ensure mission accomplishment and safety.

a. The Contractor shall take actions to ensure the professional conduct of its employees and sub-Contractors.

b. The Contractor shall promptly resolve, to the satisfaction of the Contracting Officer (CO), all Contractor employee performance and conduct problems identified by the CO or Contracting Officer's Representative (COR).

Quality Control:

The Contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this PWS. The Contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services.

The Contractor’s quality control program is the means by which it assures itself that this work complies with the requirement of the contract. The Contractor shall submit the Quality Control

Plan (QCP) with submission of its quote. Copies of a comprehensive QCP shall be submitted to the Contract Specialist, CO and COR within 5 working days when changes are made thereafter.

After acceptance of the QCP the Contractor shall receive the contracting officer’s acceptance in writing of any proposed change to his QC system.

Quality Assurance:

The Government shall evaluate the Contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan (QASP). This plan is primarily focused on what the Government must do to ensure that the Contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable quality level (AQL).

1.1 Task Order Closeout:

The contractor shall submit a final invoice within forty-five (45) calendar days after the end of The Performance Period. After the final invoice has been paid the contractor shall furnish a completed and signed Release of Claims to the Contracting Officer. This release of claims is due within fifteen (15) calendar days of final payment.

General: EXIMCompliance with Homeland Security Presidential Directive (HSPD) 12:

(In the event Contractor performs any of its services in the facilities of EXIM within the US, the following provisions will apply)

(a) Homeland Security Presidential Directive (HSPD) 12, established requirements leading to the adoption of common procedures for registration, enrollment, and credentialing (badging) of federal employees, contractors and others, who require frequent access to federal facilities and or information systems. 1 The technical standard for the credential is called Federal Information Processing Standards Publication (FIPS) 201-1, Personal Identity Verification (PIV) of federal employees and contractors. FIPS 201 includes a description of the minimum requirements to be completed before credential (badge) issuance. 2

(b) Executive Order (EO) 10450, Security Requirements for Government employees, serves as an important guideline and acknowledges there may be instances where discretion could be used when applying some of the requirements to certain individuals who require temporarily access to a federal facility. 3 The concern is addressed in further detail in the Government Service Agency (GSA) Federal Identity Management Handbook (FIMH), wherein guidance is provided in terms of the methodology employed in dealing with temporary employees, contractors, and visitors. 4 This EO further states that the minimum level background investigation required for all federal employees and contractors is the National Agency Checks with Inquiries (NACI). 5 The EXIMassumes the responsibility of the Office of Personnel Management (OPM) cost of the investigations for those contractors in service with the Ex-Im Bank.

(c) The guidelines outlined below in this EXIMdocument contains all the requirements to complete the process for contractors; however, they should be viewed as the absolute minimum requirements, subject to and dependent upon, a review of the risk and other factors prior to granting any identification badge or favorable adjudication on any background investigation results. Ultimately, the process becomes an agency risk based exercise wherein several areas are analyzed. Among them are: A review of the individual’s criminal history, the position designation (which helps determine the level of background investigation required for their job), the individual’s personal suitability for the duty position as determined through the adjudication of their background investigation results and the access requirements to the Ex-Im Bank’s facility and or information system.

Step 1: The Contracting Officers Representative (COR) sends an e-mail to the Office of Security (OSY) exim.security@exim.gov, Office of Resource Management, containing a Building and System Access Request Form (BSARF), announcing the pending arrival of a new Contractor. The BSARF should be filled out completely with the name, start date, contract number, contract expiration date, e-mail address of the new Contractor, and company should be in the email. OSY will then email the contractor all the necessary forms (OF 306, Declaration for Federal Employment, SF 85, Questionnaire for Non-Sensitive Positions, and Credit Release Form) are required for employment at EXIM. The forms are required to initiate a FBI Name Check and a formal background investigation, if one is required. All the forms need to be returned to OSY within five (5) business days upon receipt of email from OSY.

• Note 1: The Contractor shall not work on site or charge time to the contract without the confirmation of the completion of the name check or the submission of a waiver by the COR. If a waiver is granted, the contractor will be escorted in the Government facilities by a Federal Employee and will have limited and or supervised access to systems resources.

Step 2: The information contained on the required forms will be used to query the Personnel Investigations Processing System (PIPS) to determine or verify the new Contractor background investigation status. If a current investigation exists, the COR will receive a Notification of Background Investigation or Clearance e-mail pertaining to the new Contractor.

• Note: The FBI Name Check will be dispatched if no record of previous investigation exists, or if the investigation on record has expired. The FBI Name Check takes an average of four business days to process. Once the name check results have been favorably adjudicated, the COR will be notified by receiving an FBI Name Check Results e-mail. The COR will notify the Contractor’s coordinator of the result.

Step 3: (This step can be completed by the Contractor before his/her start date at the bank)

If the new hire Contractor was determined to require a new background investigation, OAS personnel will send he/she an e-mail containing an Electronic Questionnaires for Investigations Processing System (e-Qip) link that will enable them to complete all the required documentation associated with their identified level of background investigation requirement.

As previously referenced, in most cases, this will be a NACI level investigation. Under normal circumstances, the Contractor will be provided five (5) working days in order to complete the on-line background investigation procedure and is instructed to bring back, the completed and mailto:exim.security@exim.gov signed e-Qip Signature Sheets and any other documentation that may have been sent in their e-mail as an attachment.

Step 4: Upon arrival to OSY, the Contractor shall hand deliver all the signed e-Qip Signature Sheets, and attachments pertaining to their level of background investigation. The Contractor will be “Identity-Proofed” \6 by OSY personnel using the two approved forms of identification referenced in the foot note below. Provided there are no issues, the Contractor is then provided a Badge Authorization Memo. This will complete the process of obtaining the new badge and will enable OSY to send the background investigation packet to the Office of Personnel Management (OPM) for investigation. The fingerprints are taken electronically and are sent to the FBI for a more detailed search for a criminal history.

Step 5: As a result of the fingerprints being sent to the FBI for a criminal history check, OSY personnel will review PIPS and check to see if any further details arise. Any derogatory information may impact the Contractor’s access to EXIMfacilities or information systems until and if the issue(s) are favorably adjudicated.

Step 6: The average time of completion of a NACI level investigation is 3-4 months. Once the investigation returns from OPM it will be adjudicated by OSY personnel and suitability determination made and granted by the Personnel Security Representative (PSR). Once a favorable determination has been made the COR will be sent a Notification of Background Investigation or Clearance e-mail pertaining to the Contractor involved. In the event there are issue(s) which require the Contractor to provide additional information, OSY personnel will make contact directly and only with the Contractor involved and the issues will be further address in greater detail to the extent required in order to enable the Personnel Security Representative (PSR) to make either a favorable or non-favorable adjudication on the level of investigation.

Step 7: The Contractor shall immediately notify the CO, COR and OSY when an employee no longer requires access to Export-Import Bank facilities or computer systems due to transfer, completion of a project, retirement or termination of employment. The Contractor’s badge must also be turned in OAS prior to departure.

Security:

The Vendor shall be responsible for properly protecting all information used, gathered, or developed as a result of this contract. The Vendor shall implement procedures that ensure appropriate administrative, technical, and physical safeguards are established for the security and confidentiality of government information, data, and/or equipment. The Vendor’s procedures shall be consistent with Government, OMB Circular A-130, Management of Federal Information Resources, the Computer Security Act of 1987, the Federal Information Security Management Act of 2002 (FISMA), and the Privacy Act. In addition, during all activities and operations on government premises, the Vendor shall comply with the policies, rules, procedures and regulations governing the conduct of personnel or protection of government facilities and data as expressed by Ex-Im Bank, written or oral.

(a) Sensitive Information Storage and Disclosure

Sensitive-but-Unclassified (SBU) information, data, and/or equipment will be disclosed only to authorized personnel on a Need-To-Know basis. The holder shall ensure that appropriate administrative, technical, and physical safeguards are established to ensure the security and confidentiality of this information, data, and/or equipment is properly protected. When no longer required, this information, data, and/or equipment will be returned to Government control; destroyed; or held until otherwise directed. Destruction of items shall be accomplished by tearing into small parts; burning; shredding or any other method that precludes the reconstruction of the material, consistent with GSA guidelines.

(b) Protection of Information

All information about the EXIMnetworks and/or the security posture of any EXIMinformation asset gathered or created under this contract will be considered SBU information. It is anticipated that this information will be gathered, created and stored within the primary Government work location. If the Vendor personnel must remove any information from the primary work area they should protect it to the same extent they would their proprietary data and/or company trade secrets. If the Vendor must remove any materials from the primary work location prior approval must be obtained from the COR.

(c) Security and Privacy

The use of any information that is subject to the Privacy Act will be utilized in full accordance with all rules of conduct as applicable to Privacy Act Information.

(d) Security Classification

The preparation of the deliverables under this contract will be completed at a Sensitive-But- Unclassified (SBU) level unless otherwise stated, in writing, by the COR.

(e) Facility Access

All Vendor personnel who work at the EXIMmust have approval for facility access; the Vendor must supply the names and other required information of those employees selected to perform the work to the COR.

(f) Special Requirements

All work performed must meet and comply with all National Institute of Standards & Technology (NIST), other government-wide laws and regulations, and EXIMand OCIO (Office of the Chief Information Officer) directives, guidelines, and requirements for protection and security of Information Technology. Such directives and guidelines include, but are not limited to:

• Computer Security Act of 1987

• Federal Information Security Management Act (FISMA)

• OMB Circular A-130, Management of Federal Information Resources

• Presidential Directive Decision 63, Critical Infrastructure Protection (CIP)

• Presidential Directive Decision 67, Enduring Constitutional Government and Continuity of Government Operations

• Homeland Security Presidential Directive 7

• NIST’s Guide for Developing Security Plans for Information Technology

Systems (Special Publication 800-18)

• U.S. Government “Plain Language” Guidelines

(g) Confidentiality and non-Disclosure

The Vendor may have to access proprietary information and shall be required to sign non-disclosure and conflict of interest statements. The preliminary and final deliverables and all associated working papers, and other material deemed relevant by the agency that have been generated by the Vendor are the property of the U.S. Government and cannot be reproduced, or retained by the Vendor. When no longer required, this information, data, and/or equipment will be returned to Government control. All documents and information pertaining to network vulnerabilities, security policy, operational procedures or related functions shall be maintained under absolute accountability and relinquished to the COR upon completion of the contract.

Export-Import Bank Building Access Procedures:

(a) Citizenship Requirements. All Contractor staff working on the task order shall be U.S. citizens, have lawful permanent resident status, or possess a valid “green card” or equivalent.

(b) Building Access. Contractor maintenance technicians must contact the COR (or any other individual designated by the COR) in advance to coordinate scheduling of maintenance visits.

Contractor maintenance technicians must be escorted upon arrival to and from the work site and must maintain communication with the COR or EXIM designated individuals.

Section 508 – Accessibility of Electronic and Information Technology:

(a) This requirement is subject to Section 508 of the Rehabilitation Act of 1973 (29 U.S.C.

794d) as amended by the workforce Investment Act of 1998 (P.L. 105-220). Specifically, subsection 508(a)(1) requires that when the Federal Government procures Electronic and Information Technology (EIT), the EIT must allow Federal employees and individuals of the public with disabilities comparable access to and use of information and data that is provided to Federal employees and individuals of the public without disabilities.

(b) The EIT accessibility standards at 36 CFR Part 1194 were developed by the Architectural and Transportation Barriers Compliance Board ("Access Board") and apply to contracts and task/delivery orders, awarded under indefinite quantity contracts on or after June 25, 2001.

(c) Each Electronic and Information Technology (EIT) product or service furnished under this contract shall comply with the Electronic and Information Technology Accessibility Standards (36 CFR 1194), as specified in the contract, as a minimum. If the Contracting Officer determines any furnished product or service is not in compliance with the contract, the Contracting Officer will promptly inform the Contractor in writing. The Contractor shall, without charge to the Government, repair or replace the non-compliant products or services within the period of time to be specified by the Government in writing. If such repair or replacement is not completed within the time specified, the Government shall have the following recourses:

1. Cancellation of the contract, delivery or task order, purchase or line item without termination liabilities; or

2. In the case of custom Electronic and Information Technology (EIT) being developed by a contractor for the Government, the Government shall have the right to have any necessary changes made or repairs performed by itself or by another firm for the noncompliant EIT, with the contractor liable for reimbursement to the Government for any expenses incurred thereby.

(d) The contractor must ensure that all EIT products that are less than fully compliant with the accessibility standards are provided pursuant to extensive market research and are the most current compliant products or services available to satisfy the contract requirements.

(e) For every EIT product or service accepted under this contact by the Government that does not comply with 36 CFR 1194, the contractor shall, at the discretion of the Government, make every effort to replace or upgrade it with a compliant equivalent product or service, if commercially available and cost neutral, on either a contract specified refresh cycle for the product or service, or on a contract effective option/renewal date; whichever shall occur first. To access more information regarding Section 508: http://www.access-board.gov/sec508/standards.htm.

Data Rights:

The Government has unlimited rights to all programs/documents/materials produced under this contract. All documents and materials, to include the source codes of any software, produced under this contract shall be Government owned and are the property of the Government with all rights and privileges of ownership/copyright belonging exclusively to the Government. These documents and materials may not be used or sold by the contractor without written permission from the Contracting Officer. All materials supplied to the Government shall be the sole property of the Government and may not be used for any other purpose. This right does not abrogate any other Government rights.

Organizational Conflict of Interest:

Contractor and subcontractor personnel performing work under this contract may receive, have access to or participate in the development of proprietary or source selection information (e.g., cost or pricing information, budget information or analyses, specifications or work statements, etc.) or perform evaluation services which may create a current or subsequent Organizational Conflict of Interests (OCI) as defined in FAR Subpart 9.5. The Contractor shall notify the Contracting Officer immediately whenever it becomes aware that such access or participation may result in any actual or potential OCI and shall promptly submit a plan to the Contracting Officer to avoid or mitigate any such OCI. The Contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the Contracting Officer and in the event the Contracting Officer unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the Contracting Officer may effect other remedies as he or she deems necessary, http://www.access-board.gov/sec508/standards.htm including prohibiting the Contractor from participation in subsequent contracted requirements which may be affected by the OCI.

Government Furnished Equipment/Information:

The Government will furnish information after award.

Access to Bank Staff: The Contractor shall work directly with the COR for all communications.

Access to other Bank personnel or contractors with knowledge of the application will also be provided with reasonable coordination. The Contractor shall provide the COR with a list of personnel working on this contract who may need access to Bank personnel listed by: name, address, business telephone number, position and e-mail address. The Contractor’s project manager shall maintain the list and update as needed. The Contractor’s project manager will provide the COR with current copies of this list.

ADP Compatibility:

The Offeror agrees to comply with EXIM ADP system security requirements to the extent necessary to meet the requirements of the work herein. All databases created and maintained by the Offeror shall have proper validation and control techniques, and all ADP resources, including data files in any format (i.e. disks, flash drives, CDs, DVDs, paper format or tapes), which become the property of the Government shall be fully documented, both in source code (if any) and written materials. Software documentation shall include, as appropriate (in the determination of the COR), schematic diagrams, architecture diagrams, source code, flowcharts;

textual explanation of subroutines, processes, and algorithms; screens; and other materials as necessary to ensure that a programmer conversant with the language may maintain the software. Database documentation shall include: database schemas, table names, table structure, relationship, field names, field types, variable names and labels; variable locations the source of each data item; the formulas used to compute or transform variables, if any, database structure and relationship; a printout of the data or first 100 pages of the table output. Further, all data files and repositories must be compatible with EXIM ADP. EXIM performs its computing applications using the MS Windows Operating System. Work performed under this contract may require transfer of data and text files, as well as extensive data repositories in any/or agreed upon format. Optimum effort shall be general ease of use by EXIM personnel of these transferred data repositories. In particular, all physical storage media must be on an agreed upon format to be used with Microsoft Windows 7 or above and Microsoft Office 2013 or above software. Collaboration between the Offeror and the responsible EXIM official concerning appropriate computer deliverables may occur during performance of this contract, as appropriate.

Hold Harmless and Indemnification Agreement:

The Contractor shall save and hold harmless and indemnify the Government against any and all liability, claims, and costs of whatever kind and nature for injury to or death of any person or persons and for loss or damage to any property occurring in connection with, or in any way under the terms of this task order, resulting in whole or in part from the negligent act or omissions of the Contractor.

Printing:

Unless otherwise specified in this contract, the Offeror shall not engage in, nor subcontract for, any printing (as that term is defined in Title I of the Government Printing and Binding Regulations in effect on the effective date of this contract) in connection with the performance of work under this contract. Provided, however, that performance of a requirement under this contract involving the duplication of less than 5,000 units in the aggregate of multiple pages, will not be deemed to be printing. For the purpose of this paragraph, such pages may not exceed a maximum image size of 10 3/4 by 14 1/4 inches.

Paperwork Reduction Act:

In the event that it becomes a contractual requirement to collect identical information from ten or more public respondents, the Paperwork Reduction Act, 44 U.S.C., 3501 et seq., shall apply to this contract. In such an event, the Offeror shall not expend any funds to take any other action whatsoever to solicit information from any of the public respondents until the Contracting Officer has notified the Offeror in writing that the required Office of Management and Budget clearance has been obtained. The Offeror shall provide to the Contracting Officer's Representative (COR) or to the Contracting Officer such information as will facilitate obtaining such clearance.

IV. CONTRACT ADMINISTRATION

Post Award Conference:

Within the five days after contract award, the contractor shall provide a draft agenda to EXIM Bank and hold a telephone discussion with EXIM Bank to schedule the orientation meeting, discuss the agenda and decide who will attend the meeting. Within five days of the award of this contract, the contractor shall meet with EXIM Bank staff virtually or at EXIM Bank’s headquarters in Washington, D.C. The purpose of this meeting is to ensure a common understanding of the PWS requirements, the expectations of both parties, and ultimate end products required of the PWS. The contractor shall discuss its overall understanding of the project and review the background information and materials provided by the client.

Discussions will also include the scope of work, deliverables to be produced, how the efforts will be organized and project conducted; assumptions made/expected and results. A concerted effort shall be made to gain a thorough understanding of the client agency expectations.

However, nothing discussed in this or in any subsequent meetings or discussions between the client and the Contractor related to contract kickoff shall be construed as adding, deleting, or modifying any task order requirements, including deliverable specifications and due dates. The contract kick-off meeting topics shall include, but not be limited to:

• mutual understanding of project objectives and priorities;

• contract schedule, including milestones, dates for submission of deliverables, and required timeframes for clearance activities;

• formats for reporting and general project progress;

• protocols for all communications between the Contracting Officer’s Representative

(COR), headquarters and regional EXIM Bank staff;

• confirmation of subtask staffing; and

• potential challenges and possible strategies to successfully address them.

Within one week after the orientation meeting, the contractor shall prepare and submit to EXIM Bank an electronic copy of the draft Summary Memorandum documenting the discussion. It shall summarize the meeting, including an elaboration of project objectives, decisions reached, and identification of any outstanding issues and strategies for resolving them. The final meeting summary (in electronic form) shall incorporate EXIM Bank’s comments and be provided to EXIM Bank within one week of receiving EXIM Bank feedback.

(a) The Contracting Officer is the only person authorized to approve changes in any of the requirements of the task order. This authority remains solely with the Contracting Officer. In the event the contractor effects any change at the direction of any person other than the Contracting Officer, the changes will be considered to have been made without authority and no adjustment will be made in the contract price to cover any increase in costs incurred as a result thereof.

(b) Only the Contracting Officer and Contract Specialist have the authority to contact the contractor to discuss costs and/or technical requirements of the contract. The COR has authority to provide technical direction and guidance to the contractor.

(c) Contact between the contractor and government employees other than the CO, Contract Specialist and or the COR could result in unauthorized commitments. Government representatives who are working on, or asked to work on, a particular contractual issue should inform and coordinate the activity with the Contracting Officer. The CO must be a part of all contacts and meetings with the contractor that pertain to scope or cost. Depending on the nature of the meeting, the COR must also give advance notification to the Contracting Officer. All substantive contacts between the COR and the contractor must be documented and retained in the COR’s contract correspondence file. As deemed appropriate, one copy must be forwarded to the Contracting Officer. Examples of contacts between the COR and contractor that require documentation include providing technical direction, work plan instructions, deliverable rejection, potential changes to the Performance Based Work Statement or delivery schedule, costs and subcontractor or consultant recommendations.

(d) The contractor shall designate one individual to be contacted during the period of the contract for contract administration. This individual must be available to respond to the Government in a prompt and timely manner:

Name:* Title:* Phone:* Email:* *to be completed by Contractor

(e) Contracting Officer (CO):

THU A. VO

Contracting Officer Export-Import Bank of the US

Office of Contracting Services 811 Vermont Ave., NW, 10th floor Washington, D.C. 20571 Phone: (202) 565-3332 Email: Thu.vo@exim.gov

(f) Contracting Officer’s Representative (COR):

TBD at time of award

Export-Import Bank of the US Office of Contracting Services 811 Vermont Ave.

Washington, D.C. 20571

Contracting Officer’s Representative (COR):

Definitions:

“Contracting Officer’s Representative” – The Contracting Officer’s Representative (COR) is designated by the Contracting Officer, in writing, and is contract order specific. The COR is the technical representative for all technical requirements of the specific contract.

“Contracting Officer” – The Contracting Officer (CO) is the exclusive agent of the Government with the authority to enter into, and administer contracts. Thus, the CO has the responsibility to see that all requirements of the law and regulation are followed. However, as the CO’s representative, the COR is delegated the authority to monitor the technical effort being performed under the contract. The CO is the only individual with authority to enter into, administer, or terminate contracts. The CO ensures performance of all necessary actions for effecting contracting, ensuring compliance with the terms of the contract and safeguarding the interests of the United States in its contractual relationships.

The COR is not authorized nor has authority to:

• Award, agree to, or sign any contract, delivery order or task order. All contractual agreements, commitments, or modifications shall be made only by the CO.

• Make any commitments or otherwise obligate the Government, or to make any changes to the contract.

• Grant deviations from or waive any of the terms and conditions of the contract.

• Impose or place a demand upon the contractor to perform any task or permit any substitution not specifically provided for in the contract.

• Increase the dollar limit of the contract, or authorize work beyond the dollar limit of the contract, or authorize the expenditure of funds.

• Give direction to the contractor or to the employees of the contractor except as provided for in the contract.

• Change the period of performance.

• Authorize the purchase of equipment, except as required under the contract.

• Authorize the furnishing of Government property, except as required under the contract.

• Authorize subcontracting or the use of consultants.

• Approve shifts of funding between line items of the budget.

• Approve travel and relocation expense over and above that provided for in the contract.

• Authorize the use of overtime.

When, in the opinion of the contractor, the COR requests effort outside the existing scope of work (or task order), the contractor shall promptly notify the contracting officer in writing. No action shall be taken by the contractor under such direction until the contracting officer has issued a modification to the contract or to the task order; or until the issue has been otherwise resolved.

CONTRACTOR PERFORMANCE ASSESSMENT RATING SYSTEM (CPARS)

(a) Pursuant to FAR 42.1502, this contract is subject to CPARS (if over $150,000). CPARS is an automated centralized information system accessible via the internet that maintains reports of contractor performance for each contract. CPARS is located at http://nslcptsmh.navsea.navy.mil/. Further information on CPARS is available at the website.

(b) Under CPARS, the Government will conduct annual evaluations of the contractor’s performance. The contractor has thirty (30) days after the Government’s evaluation is completed to comment on evaluation. The opportunity to review and comment is limited to this time period and will not be extended. Failure to review the report at this time will not prevent the Government from using the report.

(c) The contractor may request a meeting to discuss the CPAR. The meeting is to be requested via-e-mail to the CPARS Program Manager no later than seven days following receipt of the CPAR. A meeting will then be held during the contractor’s 30-day review period.

(d) The CPARS system requires the Government to assign the contractor a User ID and password in order to view and comment on the evaluation. Provide the name(s) of at least one individual(not more than three) that will be assigned as your Contractor Representative for CPARS.

Name Phone E-mail Address

*To be completed by the contractor

Payment Terms:

(a) Payment of invoices will be made based upon acceptance by the Government of the entire task or the tangible product deliverable(s) invoiced. Payments shall be based on the Government certifying that satisfactory services were provided, and the Contractor has certified that labor charges are accurate. For Labor-Hour task orders, the Government will pay only for hours authorized, worked, and accepted.

http://nslcptsmh.navsea.navy.mil/

(b) If the services are rejected for failure to conform to the technical requirements of the task order, or any other contractually legitimate reason, the Contractor shall not be paid, or shall be paid an amount negotiated by the CO.

(c) Payment to the Contractor will not be made for temporary work stoppage due to circumstances beyond the control of EXIMsuch as acts of God, inclement weather, power outages, and results thereof, or temporary closings of facilities at which Contractor personnel are performing. This may, however, be justification for excusable delays.

(d) The Contractor agrees that the submission of an invoice to the Government for payment is a certification that the services for which the Government is being billed, have been delivered in accordance with the hours shown on the invoices, and the services are of the quality required for timely and successful completion of the effort.

Submission of Invoices:

(a) Invoices shall be submitted to: http://www.ipp.gov/Offerors/index.htm on a monthly basis.

To constitute a proper invoice, the invoice must include the following information and/or attached documentation:

1. Name and address of the business concern;

2. Invoice number and invoice date;

3. Contract number, Delivery Order number, Purchase Order number, Task

Order number, or other authorization for delivery of property or services actually delivered or rendered;

4. Description, unit price, extended price, and quantity of property and services actually delivered or rendered with supporting documentation (i.e. travel receipts, etc.).

5. Shipping and payment terms;

6. Remit address including name, title, phone number, complete mailing address of responsible official to whom payment is to be sent, and banking information;

7. A certification statement saying that the funds have only been used for work for this contract;

8. Name, title, phone number, and mailing address of person to notify in the event of a defective invoice;

9. Taxpayer Identification Number (TIN) or DUNS+4; and

10. Contractors MUST note FINAL INVOICE on the final invoice when submitted upon final delivery of all supplies/equipment or completion of the contract. EXIM and the Invoice Processing Platform (IPP) – http://www.ipp.gov/Offerors/index.htm

The IPP is a government-wide secure web-based payment information service offered free of charge to government agencies and their suppliers by the U.S. Department of Treasury’s Financial Management Service (FMS).

http://www.ipp.gov/vendors/index.htm http://www.ipp.gov/vendors/index.htm

One-time enrollment in IPP means that you will receive a series of e-mails from Treasury services. The first email will have the IPP Logon ID and link to the IPP application. A second e-mail, containing the password will be sent within 24 hours. Once you receive these emails, please login to the IPP application and complete the registration process.

Benefits of registering with IPP include the ability for your company to create invoices directly from a contract award and submit them electronically, as well as:

• e-mail notification when invoice(s) are paid

• online payment history

• remittance download

The e-mail notification of payment is sent when a payment is distributed to your bank account and will include all pertinent payment information. Attached is a list of contract awards that will be processed via IPP.

The IPP Customer Support Desk is available to assist users Monday through Friday (excluding bank holidays) from 8:00AM - 6:00PM ET, including answering any questions related to accessing IPP or completing the registration process. Their toll-free number is (866) 973-3131 or they can be reached at: IPPCustomerSupport@fms.treas.gov.

V. CLAUSES

FAR 52.252-2, Clauses Incorporated by Reference (February 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):

https://www.acquisition.gov/far/html/52_248_253.html#wp1120047

FAR 52.203-3, Gratuities (April 1984), FAR 52.203-5, Covenant Against Contingent Fees (May 2014), FAR 52.203-7, Anti-Kickback Procedures (May 2014), FAR 52.203-8, Cancellation, Rescission, and Recovery of Funds for Illegal or Improper Activity (May 2014), FAR 52.203-10, Price or Fee Adjustment for Illegal or Improper Activity (May 2014), FAR 52.203-12, Limitation on Payments to Influence Certain Federal Transactions (October 2010), mailto:IPPCustomerSupport@fms.treas.gov https://www.acquisition.gov/far/html/52_248_253.html#wp1120047

FAR 52.203-17, Contractor Employee Whistleblower Rights and Requirements to Inform Employees of Whistleblower Rights (April 2014), FAR 52.204-4, Printed or Copied Double-Sided on Recycled Paper (May 2011), FAR 52.204-7, System for Award Management (Oct 2016), FAR 52.204-9, Personal Identity Verification of Contractor Personnel (January 2011), FAR 52.204-13, System for Award Management Maintenance (Oct 2016), FAR 52.209-5, Certification Regarding Responsibility Matters (Oct 2015), FAR 52.209-7, Information Regarding Responsibility Matters (July 2013), FAR 52.212-4, Contract Terms and Conditions - Commercial Items (Jan…