FormSF1449_.pdf

RFQ IFB RFP

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

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

1. REQUISITION NUMBER PAGE OF

2. CONTRACT NO. 3. AWARD/EFFECTIVE

DATE

4. ORDER NUMBER 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE

DATE

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME b. TELEPHONE NUMBER (No collect calls)

8. OFFER DUE DATE/

LOCAL TIME

9. ISSUED BY

13b. RATING

14. METHOD OF SOLICITATION

CODE

15. DELIVER TO 16. ADMINISTERED BY CODE

18a. PAYMENT WILL BE MADE BY CODEFACILITY

CODE

CODE

TELEPHONE NO.

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

OFFER

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

BELOW IS CHECKED

SEE ADDENDUM

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

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

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Govt. Use Only)

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED

29. AWARD OF CONTRACT: REF.

DATE . YOUR OFFER ON SOLICITATION

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR

30b. NAME AND TITLE OF SIGNER (Type or print) 30c. DATE SIGNED

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

31b. NAME OF CONTRACTING OFFICER (Type or print) 31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

OFFER

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

12. DISCOUNT TERMS

ARE ARE NOT ATTACHED

ARE ARE NOT ATTACHED

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

17a CONTRACTOR/

OFFEROR.

CODE

8 (A)

SIZE STANDARD:

NAICS:

% FOR:SET ASIDE:UNRESTRICTED OR

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SMALL BUSINESS

10. THIS ACQUISITION IS

EDWOSB

SMALL BUSINESS PROGRAM

X

STANDARD FORM 1449 (REV. 2/2012) BACK

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

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

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE

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

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

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

40. PAID BY

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELPHONE NUMBER OF AUTHORZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

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

CORRECT FOR

PARTIAL FINAL

37. CHECK NUMBER

38. S/R ACCOUNT NO. 39. S/R VOUCHER NUMBER

36. PAYMENT

COMPLETE PARTIAL FINAL

SCHEDULE Continued

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

PAGE 3 OF 77 91990018R0009

The purpose of this contract is to develop and deploy technical assistance resources to support states long-term efforts to guide the effective implementation of state-adopted academic standards. It is designed to assist states as they work to build sustainable implementation models to fully integrate standards at the state and program levels.

0001 Base Period:

Challenging Content Standards.

Period of Performance: 06/29/2018 to 06/28/2019

1.00 EA

OPT

0002 Optional Task 10 Convene Sessions at Commission on

Adult Basic Education

Period of Performance: 06/29/2018 to 06/28/2019

1.00 EA

OPT

0003 Option Period 1: Challenging Content Standards.

Period of Performance: 06/29/2019 to 06/28/2020

1.00 EA

OPT

0004 Optional Task 10 Convene Sessions at Commission on

Adult Basic Education

Period of Performance: 06/29/2019 to 06/28/2020

1.00 EA

0005 Option Period 2: Challenging Content Standards.

Period of Performance: 06/29/2020 to 06/28/2021

OPT

0006 Optional Task 10 Convene Sessions at Commission on

Adult Basic Education

Period of Performance: 06/29/2020 to 06/28/2021

1.00 EA

0007 Option Period 3: Challenging Content Standards.

Period of Performance: 06/29/2021 to 06/28/2022

OPT

0008 Optional Task 10 Convene Sessions at Commission on

Adult Basic Education

Period of Performance: 06/29/2021 to 06/28/2022

1.00 EA

0009 Option Period 4: Challenging Content Standards.

Period of Performance: 06/29/2022 to 06/28/2023

OPT

0010 Optional Task 10 Convene Sessions at Commission on

Adult Basic Education

Period of Performance: 06/29/2022 to 06/28/2023

Table of Contents

PAGE 4 OF 77 91990018R0009

52.203-12 LIMITATION ON PAYMENTS TO INFLUENCE CERTAIN FEDERAL TRANSACTIONS (OCT 2010)

52.203-17 CONTRACTOR EMPLOYEE WHISTLEBLOWER RIGHTS AND REQUIREMENT TO INFORM EMPLOYEES OF WHISTLEBLOWER

RIGHTS (APR 2014)

52.204-16 COMMERCIAL AND GOVERNMENT ENTITY CODE REPORTING (JUL 2016)

52.204-21 BASIC SAFEGUARDING OF COVERED CONTRACTOR INFORMATION SYSTEMS (JUN 2016)

52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (JULY 2013)

52.212-1 INSTRUCTIONS TO OFFERORS--COMMERCIAL ITEMS (JAN 2017)

Addendum to 52.212-1

52.212-2 EVALUATION--COMMERCIAL ITEMS (OCT 2014)

Addendum to 52.212-2

52.212-3 OFFEROR REPRESENTATIONS AND CERTIFICATIONS--COMMERCIAL ITEMS (NOV 2017)

52.212-4 CONTRACT TERMS AND CONDITIONS--COMMERCIAL ITEMS (JAN 2017)

52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE ORDERS--COMMERCIAL

ITEMS (NOV 2017)

52.217-5 EVALUATION OF OPTIONS (JUL 1990)

52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

Excercise of Optional Tasks

52.232-40 PROVIDING ACCELERATED PAYMENTS TO SMALL BUSINESS SUBCONTRACTORS (DEC 2013)

52.242-5 PAYMENTS TO SMALL BUSINESS SUBCONTRACTORS (JAN 2017)

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

52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

3452.201-70 CONTRACTING OFFICER`s REPRESENTATIVE (COR) (MAY 2011)

3452.202-1 DEFINITIONS--DEPARTMENT OF EDUCATION (MAY 2011)

3452.208-71 PRINTING (MAY 2011)

3452.209-70 CONFLICT OF INTEREST CERTIFICATION (MAY 2011)

3452.209-71 CONFLICT OF INTEREST (MAY 2011)

3452.224-70 RELEASE OF INFORMATION UNDER THE FREEDOM OF INFORMATION ACT (MAY 2011)

3452.227-70 PUBLICATION AND PUBLICITY (MAY 2011)

3452.227-71 ADVERTISING OF AWARDS (MAY 2011)

3452.227-72 USE AND NON-DISCLOSURE AGREEMENT (MAY 2011)

3452.227-73 LIMITATIONS ON THE USE OR DISCLOSURE OF GOVERNMENT-FURNISHED INFORMATION MARKED WITH

RESTRICTIVE LEGENDS (MAY 2011)

3452.237-71 OBSERVANCE OF ADMINISTRATIVE CLOSURES (MAY 2011)

3452.242-71 NOTICE TO THE GOVERNMENT OF DELAYS (MAY 2011)

3452.242-73 ACCESSIBILITY OF MEETINGS, CONFERENCES, AND SEMINARS TO PERSONS WITH DISABILITIES (MAY

2011)

3452.243-70 KEY PERSONNEL (MAY 2011)

306-1bINVOICE AND CONTRACT FINANCING REQUESTS SUBMISSION - IPP (DECEMBER 2013)

307-19REDACTED PROPOSALS (DECEMBER 1998)

309-1aLIST OF ATTACHMENTS

Attachment A- Performance Work Statement

Attachment B- Quality Assurance Surveillance Plan

313.237-72CLEARANCE OF CONFERENCES/MEETINGS (FEBRUARY 2015):

PAGE 5 OF 77 91990018R0009

CLAUSES

52.203-12 LIMITATION ON PAYMENTS TO INFLUENCE CERTAIN FEDERAL TRANSACTIONS (OCT 2010)

(a) Definitions. As used in this clause-- "Agency" means "executive agency" as defined in Federal Acquisition Regulation (FAR) 2.101.

"Covered Federal action" means any of the following actions:

(1) Awarding any Federal contract.

(2) Making any Federal grant.

(3) Making any Federal loan.

(4) Entering into any cooperative agreement.

(5) Extending, continuing, renewing, amending, or modifying any Federal contract, grant, loan, or cooperative agreement.

"Indian tribe" and "tribal organization" have the meaning provided in section 4 of the Indian Self- Determination and Education Assistance Act (25 U.S.C. 450b) and include Alaskan Natives.

"Influencing or attempting to influence" means making, with the intent to influence, any communication to or appearance before 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 in connection with any covered Federal action.

"Local government" means a unit of government in a State and, if chartered, established, or otherwise recognized by a State for the performance of a governmental duty, including a local public authority, a special district, an intrastate district, a council of governments, a sponsor group representative organization, and any other instrumentality of a local government.

"Officer or employee of an agency" includes the following individuals who are employed by an agency:

(1) An individual who is appointed to a position in the Government under Title 5, United States Code, including a position under a temporary appointment.

(2) A member of the uniformed services, as defined in subsection 101(3), Title 37, United States Code.

(3) A special Government employee, as defined in section 202, Title 18, United States Code.

(4) An individual who is a member of a Federal advisory committee, as defined by the Federal Advisory Committee Act, Title 5, United States Code, appendix 2.

"Person" means an individual, corporation, company, association, authority, firm, partnership, society, State, and local government, regardless of whether such entity is operated for profit, or not for profit. This term excludes an Indian tribe, tribal organization, or any other Indian organization eligible to receive Federal contracts, grants, cooperative agreements, or loans from an agency, but only with respect to expenditures by such tribe or organization that are made for purposes specified in paragraph (b) of this clause and are permitted by other Federal law.

"Reasonable compensation" means, with respect to a regularly employed officer or employee of any person, compensation that is consistent with the normal compensation for such officer or employee for work that is not furnished to, not funded by, or not furnished in cooperation with the Federal Government.

"Reasonable payment" means, with respect to professional and other technical services, a payment in an amount that is consistent with the amount normally paid for such services in the private sector.

"Recipient" includes the Contractor and all subcontractors. This term excludes an Indian tribe, tribal organization, or any other Indian organization eligible to receive Federal contracts, grants, cooperative agreements, or loans from an agency, but only with respect to expenditures by such tribe or organization that are made for purposes specified in paragraph (b) of this clause and are permitted by other Federal law.

"Regularly employed" means, with respect to an officer or employee of a person requesting or receiving a Federal contract, an officer or employee who is employed by such person for at least 130 working days within 1 year immediately preceding the date of the submission that initiates agency consideration of such person for receipt of such contract. An officer or employee who is employed by such person for less than 130 working days within 1 year immediately preceding the date of the submission that initiates agency consideration of such person shall be considered to be regularly employed as soon as he or she is employed by such person for 130 working days. "State" means a State of the United States, the District of Columbia, or an outlying area of the United States, an agency or instrumentality of a State, and multi-State, regional, or interstate entity having governmental duties and powers.

(b) Prohibition. 31 U.S.C. 1352 prohibits a recipient of a Federal contract, grant, loan, or cooperative agreement from using appropriated funds to pay 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 in connection with any covered Federal actions. In accordance with 31 U.S.C. 1352 the Contractor shall not use appropriated funds to pay 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 in connection with the

PAGE 6 OF 77 91990018R0009

award of this contractor the extension, continuation, renewal, amendment, or modification of this contract.

(1) The term appropriated funds does not include profit or fee from a covered Federal action.

(2) To the extent the Contractor can demonstrate that the Contractor has sufficient monies, other than Federal appropriated funds, the Government will assume that these other monies were spent for any influencing activities that would be unallowable if paid for with Federal appropriated funds.

(c) Exceptions. The prohibition in paragraph (b) of this clause does not apply under the following conditions:

(1) Agency and legislative liaison by Contractor employees.

(i) Payment of reasonable compensation made to an officer or employee of the Contractor if the payment is for agency and legislative liaison activities not directly related to this contract.

For purposes of this paragraph, providing any information specifically requested by an agency or Congress is permitted at any time.

(ii) Participating with an agency in discussions that are not related to a specific solicitation for any covered Federal action, but that concern--

(A) The qualities and characteristics (including individual demonstrations) of the person?s products or services, conditions or terms of sale, and service capabilities; or

(B) The application or adaptation of the person?s products or services for an agency?s use.

(iii) Providing prior to formal solicitation of any covered Federal action any information not specifically requested but necessary for an agency to make an informed decision about initiation of a covered Federal action;

(iv) Participating in technical discussions regarding the preparation of an unsolicited proposal prior to its official submission; and

(v) Making capability presentations prior to formal solicitation of any covered Federal action by persons seeking awards from an agency pursuant to the provisions of the Small Business Act, as amended by Pub. L. 95-507, and subsequent amendments.

(2) Professional and technical services.

(i) A payment of reasonable compensation made to an officer or employee of a person requesting or receiving a covered Federal action or an extension, continuation, renewal, amendment, or modification of a covered Federal action, if payment is for professional or technical services rendered directly in the preparation, submission, or negotiation of any bid, proposal, or application for that Federal action or for meeting requirements imposed by or pursuant to law as a condition for receiving that Federal action.

(ii) Any reasonable payment to a person, other than an officer or employee of a person requesting or receiving a covered Federal action or an extension, continuation, renewal, amendment, or modification of a covered Federal action if the payment is for professional or technical services rendered directly in the preparation, submission, or negotiation of any bid, proposal, or application for that Federal action or for meeting requirements imposed by or pursuant to law as a condition for receiving that Federal action. Persons other than officers or employees of a person requesting or receiving a covered Federal action include consultants and trade associations.

(iii) As used in paragraph (c)(2) of this clause, "professional and technical services" are limited to advice and analysis directly applying any professional or technical discipline (for examples, see FAR 3.803(a)(2)(iii)).

(iv) Requirements imposed by or pursuant to law as a condition for receiving a covered Federal award include those required by law or regulation and any other requirements in the actual award documents.

(3) Only those communications and services expressly authorized by paragraphs (c)(1) and (2) of this clause are permitted.

(d) Disclosure.

(1) If the Contractor did not submit OMB Standard Form LLL, Disclosure of Lobbying Activities, with its offer, but registrants under the Lobbying Disclosure Act of 1995 have subsequently made a lobbying contact on behalf of the Contractor with respect to this contract, the Contractor shall complete and submit OMB Standard Form LLL to provide the name of the lobbying registrants, including the individuals performing the services.

(2) If the Contractor did submit OMB Standard Form LLL disclosure pursuant to paragraph (d) of the provision at FAR 52.203-11, Certification and Disclosure Regarding Payments to Influence Certain Federal Transactions, and a change occurs that affects Block 10 of the OMB Standard Form LLL (name and address of lobbying registrant or individuals performing services), the Contractor shall, at the end of the calendar quarter in which the change occurs, submit to the Contracting Officer within 30 days an updated disclosure using OMB Standard Form LLL.

(e) Penalties.

(1) Any person who makes an expenditure prohibited under paragraph (b) of this clause or who fails to file or amend the disclosure to be filed or amended by paragraph (d) of this clause shall be subject to civil penalties as provided for by 31 U.S.C. 1352. An imposition of a civil penalty does not prevent the Government from seeking any other remedy that may be applicable.

(2) Contractors may rely without liability on the representation made by their subcontractors in the certification and disclosure form.

PAGE 7 OF 77 91990018R0009

(f) Cost allowability. Nothing in this clause makes allowable or reasonable any costs which would otherwise be unallowable or unreasonable. Conversely, costs made specifically unallowable by the requirements in this clause will not be made allowable under any other provision.

(g) Subcontracts.

(1) The Contractor shall obtain a declaration, including the certification and disclosure in paragraphs (c) and (d) of the provision at FAR 52.203-11, Certification and Disclosure Regarding Payments to Influence Certain Federal Transactions, from each person requesting or receiving a subcontract exceeding $150,000 under this contract. The Contractor or subcontractor that awards the subcontract shall retain the declaration.

(2) A copy of each subcontractor disclosure form (but not certifications) shall be forwarded from tier to tier until received by the prime Contractor. The prime Contractor shall, at the end of the calendar quarter in which the disclosure form is submitted by the subcontractor, submit to the Contracting Officer within 30 days a copy of all disclosures. Each subcontractor certification shall be retained in the subcontr act file of the awarding Contractor.

(3) The Contractor shall include the substance of this clause, including this paragraph (g), in any subcontract exceeding $150,000.

(End of Clause)

52.203-17 CONTRACTOR EMPLOYEE WHISTLEBLOWER RIGHTS AND REQUIREMENT TO INFORM EMPLOYEES OF

WHISTLEBLOWER RIGHTS (APR 2014)

(a) This contract and employees working on this contract will be subject to the whistleblower rights and remedies in the pilot program on Contractor employee whistleblower protections established at 41 U.S.C. 4712 by section 828 of the National Defense Authorization Act for Fiscal Year 2013 (Pub. L. 112-239) and FAR 3.908.

(b) The Contractor shall inform its employees in writing, in the predominant language of the workforce, of employee whistleblower rights and protections under 41 U.S.C. 4712, as described in section 3.908 of the Federal Acquisition Regulation.

(c) The Contractor shall insert the substance of this clause, including this paragraph (c), in all subcontracts over the simplified acquisition threshold.

(End of clause)

52.204-16 COMMERCIAL AND GOVERNMENT ENTITY CODE REPORTING (JUL 2016)

(a) Definition. As used in this provision-- Commercial and Government Entity (CAGE) code means--

(1) An identifier assigned to entities located in the United States or its outlying areas by the Defense Logistics Agency (DLA) Commercial and Government Entity (CAGE) Branch to identify a commercial or government entity; or

(2) An identifier assigned by a member of the North Atlantic Treaty Organization (NATO) or by the NATO Support and Procurement Agency (NSPA) to entities located outside the United States and its outlying areas that the DLA Commercial and Government Entity (CAGE) Branch records and maintains in the CAGE master file. This type of code is known as a NATO CAGE (NCAGE) code.

(b) The Offeror shall enter its CAGE code in its offer with its name and address or otherwise include it prominently in its proposal. The CAGE code entered must be for that name and address.

Enter CAGE before the number. The CAGE code is required prior to award.

(c) CAGE codes may be obtained via--

(1) Registration in the System for Award Management (SAM) at www.sam.gov. If the Offeror is located in the United States or its outlying areas and does not already have a CAGE code assigned, the DLA Commercial and Government Entity (CAGE) Branch will assign a CAGE code as a part of the SAM registration process. SAM registrants located outside the United States and its outlying areas shall obtain a NCAGE code prior to registration in SAM (see paragraph (c)(3) of this provision).

(2) The DLA Commercial and Government Entity (CAGE) Branch. If registration in SAM is not required for the subject procurement, and the offeror does not otherwise register in SAM, an offeror located in the United States or its outlying areas may request that a CAGE code be assigned by submitting a request at https://cage.dla.mil.

(3) The appropriate country codification bureau. Entities located outside the United States and its outlying areas may obtain an CAGE code by contacting the Codification Bureau in the foreign entity`s country if that country is a member of NATO or a sponsored nation. NCAGE codes may be obtained from the NSPA at https://eportal.nspa.nato.int/AC135Public/scage/CageList.aspx if the foreign entity`s country is not a member of NATO or a sponsored nation. Points of contact for codification bureaus, as well as additional information on obtaining NCAGE codes, are available at http://www.nato.int/structur/AC/135/main/links/contacts.htm.

(d) Additional guidance for establishing and maintaining CAGE codes is available at https:// cage.dla.mil.

PAGE 8 OF 77 91990018R0009

(e) When a CAGE Code is required for the immediate owner and/or the highest-level owner by 52.204-17 or 52.212-3(p), the Offeror shall obtain the respective CAGE Code from that entity to supply the CAGE Code to the Government.

(f) Do not delay submission of the offer pending receipt of a CAGE code.

(End of Provision)

52.204-21 BASIC SAFEGUARDING OF COVERED CONTRACTOR INFORMATION SYSTEMS (JUN 2016)

(a) Definitions. As used in this clause-- Covered contractor information system means an information system that is owned or operated by a contractor that processes, stores, or transmits Federal contract information.

Federal contract information means information, not intended for public release, that is provided by or generated for the Government under a contract to develop or deliver a product or service to the Government, but not including information provided by the Government to the public (such as on public Web sites) or simple transactional information, such as necessary to process payments.

Information means any communication or representation of knowledge such as facts, data, or opinions, in any medium or form, including textual, numerical, graphic, cartographic, narrative, or audiovisual (Committee on National Security Systems Instruction (CNSSI) 4009).

Information system means a discrete set of information resources organized for the collection, processing, maintenance, use, sharing, dissemination, or disposition of information (44 U.S.C.

3502).

Safeguarding means measures or controls that are prescribed to protect information systems.

(b) Safeguarding requirements and procedures.

(1) The Contractor shall apply the following basic safeguarding requirements and procedures to protect covered contractor information systems. Requirements and procedures for basic safeguarding of covered contractor information systems shall include, at a minimum, the following security controls:

(i) Limit information system access to authorized users, processes acting on behalf of authorized users, or devices (including other information systems).

(ii) Limit information system access to the types of transactions and functions that authorized users are permitted to execute.

(iii) Verify and control/limit connections to and use of external information systems.

(iv) Control information posted or processed on publicly accessible information systems.

(v) Identify information system users, processes acting on behalf of users, or devices.

(vi) Authenticate (or verify) the identities of those users, processes, or devices, as a prerequisite to allowing access to organizational information systems.

(vii) Sanitize or destroy information system media containing Federal Contract Information before disposal or release for reuse.

(viii) Limit physical access to organizational information systems, equipment, and the respective operating environments to authorized individuals.

(ix) Escort visitors and monitor visitor activity; maintain audit logs of physical access; and control and manage physical access devices.

(x) Monitor, control, and protect organizational communications (i.e., information transmitted or received by organizational information systems) at the external boundaries and key internal boundaries of the information systems.

(xi) Implement subnetworks for publicly accessible system components that are physically or logically separated from internal networks.

(xii) Identify, report, and correct information and information system flaws in a timely manner.

(xiii) Provide protection from malicious code at appropriate locations within organizational information systems.

(xiv) Update malicious code protection mechanisms when new releases are available.

(xv) Perform periodic scans of the information system and real-time scans of files from external sources as files are downloaded, opened, or executed.

(2) Other requirements. This clause does not relieve the Contractor of any other specific safeguarding requirements specified by Federal agencies and departments relating to covered contractor information systems generally or other Federal safeguarding requirements for controlled unclassified information (CUI) as established by Executive Order 13556.

(c) Subcontracts. The Contractor shall include the substance of this clause, including this paragraph (c), in subcontracts under this contract (including subcontracts for the acquisition of commercial items, other than commercially available off-the-shelf items), in which the subcontractor may have Federal contract information residing in or transiting through its information system.

(End of clause)

52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (JULY 2013)

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

PAGE 9 OF 77 91990018R0009

"Administrative proceeding" means a non-judicial process that is adjudicatory in nature in order to make a determination of fault or liability (e.g., Securities and Exchange Commission Administrative Proceedings, Civilian Board of Contract Appeals Proceedings, and Armed Services Board of Contract Appeals Proceedings). This includes administrative proceedings at the Federal and State level but only in connection with performance of a Federal contract or grant. It does not include agency actions such as contract audits, site visits, corrective plans, or inspection of deliverables.

"Federal contracts and grants with total value greater than $10,000,000" means--

(1) The total value of all current, active contracts and grants, including all priced options;

and

(2) The total value of all current, active orders including all priced options under indefinite-delivery, indefinite-quantity, 8(a), or requirements contracts (including task and delivery and multiple-award Schedules).

"Principal" means an officer, director, owner, partner, or a person having primary management or supervisory responsibilities within a business entity (e.g., general manager; plant manager; head of a division or business segment; and similar positions).

(b) The offeror [ ] has [ ] does not have current active Federal contracts and grants with total value greater than $10,000,000.

(c) If the offeror checked "has" in paragraph (b) of this provision, the offeror represents, by submission of this offer, that the information it has entered in the Federal Awardee Performance and Integrity Information System (FAPIIS) is current, accurate, and complete as of the date of submission of this offer with regard to the following information:

(1) Whether the offeror, and/or any of its principals, has or has not, within the last five years, in connection with the award to or performance by the offeror of a Federal contract or grant, been the subject of a proceeding, at the Federal or State level that resulted in any of the following dispositions:

(i) In a criminal proceeding, a conviction.

(ii) In a civil proceeding, a finding of fault and liability that results in the payment of a monetary fine, penalty, reimbursement, restitution, or damages of $5,000 or more.

(iii) In an administrative proceeding, a finding of fault and liability that results in--

(A) The payment of a monetary fine or penalty of $5,000 or more; or

(B) The payment of a reimbursement, restitution, or damages in excess of $100,000.

(iv) In a criminal, civil, or administrative proceeding, a disposition of the matter by consent or compromise with an acknowledgment of fault by the Contractor if the proceeding could have led to any of the outcomes specified in paragraphs (c)(1)(i), (c)(1)(ii), or (c)(1)(iii) of this provision.

(2) If the offeror has been involved in the last five years in any of the occurrences listed in (c)(1) of this provision, whether the offeror has provided the requested information with regard to each occurrence.

(d) The offeror shall post the information in paragraphs (c)(1)(i) through (c)(1)(iv) of this provision in FAPIIS as required through maintaining an active registration in the System for Award Management database at https://www.acquisition.gov (see 52.204-7).

(End of provision)

52.212-1 INSTRUCTIONS TO OFFERORS--COMMERCIAL ITEMS (JAN 2017)

(Reference 52.212-1)

PAGE 10 OF 77 91990018R0009

Addendum to 52.212-1

Instructions to Offerors

Implementing State-Adopted Challenging Content Standards

91990018R0009

Submission Instructions for Offerors

The offeror is expected to demonstrate a thorough understanding of the proposed tasks and the existing resources, as specified in the Performance Work Statement (PWS). The proposal should address the requirements in the PWS, not simply repeat the language. The proposal should be written in enough detail to enable the Department to perform a comprehensive evaluation based on its full merits.

Although the intent of each task is spelled out in the PWS, it is incumbent upon the offeror to propose the most effective method for executing the tasks and the most feasible timeline and dates for all key activities.

Offerors are encouraged to exercise independent judgment with respect to the best methods of attaining the objectives of this contract.

The offeror shall submit a single technical proposal that addresses the PWS. Contents of files must print on Letter 8.5” by 11”. The technical proposal shall be submitted in MS Word or searchable PDF format. The technical proposal should be limited to a maximum of 40 double-spaced pages using font size no smaller than 12 points. Specifications pertaining to font and spacing do not apply to tables, figures, or exhibits. The Department will not consider any pages in excess of 40. The 40 page limit for the technical proposals excludes resumes (Appendix 1), letters of commitment from subcontractors or partners, and key personnel, if any (Appendix 2). Offerors shall not put substantive materials in the appendix in order to subvert the page limit.

The business proposal has no page limit. Price information must be submitted in MS Excel and MS Word/searchable PDF format. All mathematical/computational sections (proposed price/CLIN structure) of the business proposal shall be submitted in MS Excel. MS Excel flies must print on either Letter 8.5” x 11” or Legal size 8.5” by 14”. Business proposals should be provided in detail by task and subtask, by year.

The technical proposal and business proposal shall be submitted as separate volumes. The technical and business proposal must be received at or before 11:00 a.m. on April 6, 2018. Proposals shall be entitled using the Offeror’s name along with the Proposal name (technical or business proposal). Proposals received after the specified date and time will not be considered for award. Proposals shall be submitted electronically to the Points of Contact listed below:

• Colin Alleyne, Contracting Specialist (Email: Colin.Alleyne@ed.gov)

• Pamela Bone, Contracting Officer (Email: Pamela. Bone@ed.gov)

The Department’s email system cannot handle large emails, which may be rejected from our servers if it exceeds a certain threshold (25MB). For this RFQ, individual files shall not exceed 15MB. If the Department received a file that is larger than 15MB and the Contract Specialist or Contracting Officer confirms receipt of this file prior to the quotation deadline, the Department will accept proposals for evaluation. Proposals will not be accepted past the deadline if they are bounced back for surpassing the size limitation or receipt of the file is not confirmed, so please leave enough time for submissions. Offerors are thus cautioned not to exceed the 15MB submission limit as files may inflate in size between server transmissions. Submissions should be broken up into separate emails if necessary. A confirmation receipt will be sent from the contract specialist or

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Contracting Officer when the quotation is received. Electronic file names must not contain special characters (e.g. #, *, ( ), %, >, <, /, \, ?, $)

All questions in response to this RFP must be received at or before 11:00 a.m. on March 21, 2018. Questions submitted after this date and time will not be accepted. Questions shall be submitted electronically to the points of contact listed below:

• Colin Alleyne, Contracting Specialist (Email: Colin.Alleyne@ed.gov)

• Pamela Bone, Contracting Officer (Email: Pamela. Bone@ed.gov)

Offerors shall submit questions in an MS Excel file following a format similar to the table below:

Questions Format Question

No. Reference Question Category Question

RFQ, PWS, or attachments, and Section

Business or Technical Question

Answers to submitted questions will be posted to Federal Business Opportunities.

Failure to comply with the RFP requirements may result in the offeror being removed from the competition as the Department reserves the right to eliminate proposals that do not conform. Any exceptions to the RFP’s terms and conditions must be fully explained and justified. Not all of the requirements identified in the RFP will be evaluated as evaluation factors; however, the offeror’s entire proposal will be evaluated to ensure that all of the terms and conditions are met.

Technical Proposal

The technical proposal shall illustrate the offeror’s approach for satisfying the requirements contained in the RFP. The technical proposal must be clear, coherent, and prepared in sufficient detail for effective evaluation of the offeror’s proposal against the technical evaluation criteria. Proposals must clearly demonstrate how the offeror intends to accomplish the requirements and must include convincing rationale and substantiation of all claims. Offerors should not expect the technical evaluation panel to make assumptions or guesses; proposals must be detailed and not vague. The technical proposal must disclose the offeror’s technical approach in sufficient detail to provide a clear and concise presentation that includes, but is not limited to, the requirements outlined below.

Offerors shall follow the format and content requirements detailed below in preparing their technical proposals.

The technical proposal shall consist of the sections listed below.

1. Table of Contents. The quote should include a Table of Contents as a means of quickly accessing important points of discussion in the quote. Authors of each section shall be clearly identified in the quote’s Table of Contents.

2. Introduction. The Introduction should briefly describe the offeror’s overall plan for achieving the objectives of the PWS, including a summary of the intended strategy and the applicability of it to the objectives. Additionally, the introduction shall include a brief summary of the offeror’s qualifications and unique strengths relevant to this activity.

3. Technical Approach. This section should fully describe the technical and theoretical approach the offeror

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shall employ in complying with the performance Work Statement. While a general statement of strategy is appropriate, procedures should be specific with regard to each task and sub-task, and should reflect efficient utilization of the offeror’s resources. The offeror should identify potential and/or anticipated problems and suggest proposed variations in the design of the work; the time frame for completing tasks, and/or deliverable due dates that may facilitate successful completion of the scope of work’s tasks and objectives.

Specific instructions to the offerors are as follows:

For Task 2 Establish a Group of Standards Trainers to Support Project Activities: indicate a preliminary roster of such trainers or your criteria for identifying and selecting such trainers.

For Task 3 Develop Methods and Materials to Help States Ensure the Content of Teaching Aligns to the Content of Their Standards: indicate your approach to developing a protocol that states and programs can use to assess the quality of curriculum for English language arts and literacy, mathematics, and English language acquisition. Include any existing measures that are not suggested in the Performance Work Statement. In addition, suggest possible ways to improve upon the design of Task 3.

For Task 4 Train Adult Education State Directors and Staff to Implement Task 3 Methods and Materials:

indicate your approach to developing training on Task 3 methods and materials in the three primary content areas: English language arts and literacy, mathematics, and English language acquisition. Provide your initial plans for providing national trainings. In addition suggest some Open Educational Resources that you would use to teach state directors and staff how to implement curriculum reviews. Suggest possible ways to improve upon the design of Task 4.

For Task 5, Develop Technical Assistance Resources to Support the Integration of Academic Standards-Based Instruction for Adult English Language Learners: indicate your approach to the development of Task 5 materials. Please indicate possible topics or areas you recommend for technical assistance and professional development resources.

For Task 6, Train State Directors and Staff to Implement Task 5 Methods and Materials: provide your initial plans for the development and deployment of training activities. Discuss your approach to addressing the three content areas. Suggest possible ways to improve upon Task 6.

For Task 7, Produce Illustrative Classroom Videos: please indicate how you would go about identifying the talented adult education instructors to film. Suggest possible ways to improve upon Task 7.

For Task 8, Create Case Studies to Showcase States and Programs that are Making Progress: indicate your initial plans for the design and development of the case studies. Describe the methodology you would use.

Indicate what subjects you would study and how you would collect the necessary data. Suggest how the case studies would be written and presented. Suggest possible ways to improve upon Task 8.

For Task 9, Deliver Trainings at OCTAE’s Annual Meetings of State Directors: suggest the content of two or three trainings.

For Task 10, Convene Sessions at COABE Conferences: suggest the content of two or three sessions.

4. Staffing Plan/Key Personnel/Past Performance. In addition to describing the staffing plan, the offeror should present the following information in the proposal:

• Sub-contractual arrangements including the work to be done, responsibilities for tasks, reporting arrangements, and other terms of the agreements. A letter from the proposed subcontractor delineating the nature of the agreement must be included.

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• Time commitments, to be expressed in person-hours and shown in tabular form as follows:

NAME

(Staff/Consultant)

PROPOSED ROLE on this Contract (Labor Category)

TASK

TIME on this Contract (labor hours)

% FTE on this Contract

% FTE on other projects

The offeror should outline all existing obligations over the period of the contract for staff proposed for the award, including the percentage of time allotted to existing projects. The funding sources for other projects and the percentage of time allotted shall also be provided. This table may appear in Appendix 1 and will not count against the page limits of the technical quote. The chart must include a total for each task for the entire period of performance.

• Charts (e.g., GANTT charts) showing the interrelationship of tasks plotted on a time scale.

• An organizational chart that provides clarity on lines of supervision across the team.

The offeror shall describe its proposed team that will provide oversight and delivery of work under this contract, and how it will ensure that this team has the appropriate knowledge, skills and abilities to support the Department’s goals and objectives for this initiative. The proposal shall describe in detail the qualifications of key personnel, detailing their competencies and experience in performing work of similar size and scope to that outlined in the Performance Work Statement, and describing their role in the project. The offeror’s selected staff must possess knowledge and skills in the following areas:

• Adult learning and theory.

• The Federally-funded adult basic and literacy education system, including adult basic education, adult secondary education, and English language acquisition educational services and programs.

• Implementation of academic content standards for all adult students.

• Pedagogical expertise and understanding of the demands of rigorous academic content standards.

• Pedagogical expertise and understanding of the demands of English language proficiency development standards for adult English language learners.

• Pedagogical expertise and understanding of the correspondences between states’ academic content standards and current English language proficiency development standards.

• Development/deployment of tools and materials that combine the expectations of new state academic standards (in literacy and mathematics) to the aims behind English language learning.

• Development/deployment of professional development methods and materials for adult educators.

• State-of-the-art adult education curriculum and instruction.

The contractor shall include specifics about the level of effort invested in the project by all key personnel proposed for this project. The proposed key staff section also should indicate clearly the relationship between past staff experience and proposed task assignments under this contract.

In Appendix 1, the offeror shall include resumes for all key personnel, including key personnel from subcontractors. Resumes should document directly-related skills technical skills, educational background, professional certifications, positions held (with dates), and relevant work experience. Each resume must be limited to two (2) pages, and these resumes should be formatted consistently. The Project Director and other

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key personnel candidates should be known and submitted with the quote. If key personnel are unknown at the time of submission, a position description (including job duties, qualifications required, and selection criteria) shall be submitted for resumes and may be included in Appendix 1.

It is the responsibility of the offeror to ensure that telephone numbers and points of contact for references are current and accurate. Inability to access contact references may impact the Department’s ability to perform a complete evaluation of past performance, which could impact the evaluation. The Department reserves the right to obtain past performance information from other sources. The Department will evaluate the offerors’ corporate past performance in addition to the personnel. Offerors shall provide a list of relevant contracts ongoing or completed within the last three years. Consideration of the offerors’ past performance on other contracts in terms of quality, problem resolution, cost-control, timeliness, business relations and customer service will be made.

In Appendix 2, the offeror shall include letters of commitment from all proposed subcontractors, consultants, and key personnel not employed currently by the offeror. Letters of commitment must be signed by the submitted personnel. Letters from personnel not yet employed by the contractor must state that the personnel shall accept the position should the offeror be granted an award, and that all matters of salary and benefits have been negotiated and agreed upon prior to this submittal. By listing key personnel as part of the quote, the offeror is making a firm commitment to use said personnel to carry out activities in the PWS.

No additional appendices are allowable. With the exception of experience and skills detailed in the resumes and the letters of commitment, offerors shall not put substantive materials in the appendix in order to subvert the page limit.

5. Small Business Partnership. The Department values an approach where substantive work in a meaningful capacity is performed by small businesses more highly than an approach in which only menial work or supply line work is performed by small businesses. A meaningful capacity for substantive work includes work other than courier services, office supplies or travel services. Therefore, a valued approach for this contract will be one in which technical, analytical, or significant service is performed by a small business. Offerors shall state the work to be performed by a small business and the percentage of work proposed to be performed by a small business as a percentage of the total subcontracted amount. The offeror shall also state the name of the small business and category of the small business.

If the offeror is itself one of these socio-economic small business concerns, they will not need to identify one of these specific socio-economic small business concerns as a subcontractor partner. This section counts toward the page limit.

Business Proposal

The Business Proposal shall contain complete information in sufficient detail for the Department to make a fair and reasonable price determination. The Contracting Officer may reject a proposal if a negative determination is made, or if proposed prices are found not to be reasonable.

There is no page limit to the business proposal. The business proposal shall be formatted in a readable way (e.g., no tiny fonts). The business proposal shall start with a cover page that provides:

• The name of the company and DUNS number.

• The website address of the company (if applicable).

• If offeror is a small business, include a statement certifying that the offeror still meets the size standard of NAICS 611710 (i.e., $15,000,000). If offeror is a large business, a size standard statement is inapplicable and shall not be included in the business proposal.

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• The point of contact (name, phone number, email address) of a company representative who can answer any questions that the Department may have.

• Date of proposal.

At the beginning of the business proposal, there should be a summary chart showing the offeror’s proposal price for each year and the grand total.

The offeror shall list their labor categories and loaded labor rates for all personnel who will be used on this contract. The offeror should use the following format:

Labor Category Name Hours Labor Rates Sample: Project Director Jane Doe 60 $123.45/hr.

Next, the offeror shall provide a complete price build-up for the contract, broken out to the subtask level, for the prime and any proposed subcontractors, consultants and/or subject matter experts. In the master buildup, it should be clear which costs are associated with the prime contractor and which costs are associated with subcontractors. This price build-up should be included as a MS excel spreadsheet. The build-up should include identification of proposed labor categories, level of effort and effective hourly rate (fully loaded). Any applicable assumptions used to formulate the price build-up should be noted in the business proposal.

For this contract, the offeror should include a separate Meeting Budget Breakdown for any face-to-face-meetings included in the PWS. As part of internal Government reporting requirements on tracking the costs associated with in-person meetings (as opposed to webinar and other non-face-to-face meetings), the offeror shall provide detailed documentation as it relates to meeting expenses. The meeting cost breakout should include at minimum, if applicable, the following cost components for each instance of the meeting:

i. Contractor/subcontractor labor

ii. Contractor/subcontractor travel/lodging/per diem

iii. Honoraria/ consultant…