Solicitation 91990022R0054.pdf

SOLICITATION, OFFER AND AWARD 1. THIS CONTRACT IS A RATED

ORDER UNDER DPAS (15 CFR 7900)

RATING

PAGE OF

PAGES

2. CONTRACT NUMBER 3. SOLICITATION NUMBER 4. TYPE OF SOLICITATION 5. DATE ISSUED 6. REQUISITION/PURCHASE NUMBER

91990022R0054 SEALED BID (IFB)

NEGOTIATED (RFP)

7. ISSUED BY CODE CAMPCP 8. ADDRESS OFFER TO (If other than Item 7)

US Dept of ED-550 12th Street SW - Room 7169 Washington DC 20065

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

SOLICITATION

9. Sealed offers in original and copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if handcarried, in the depository located in until 5:00 PM ET local time SEP 16, (Hour) (Date)

CAUTION - LATE Submissions, Modifications, and Withdrawls: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

B. TELEPHONE (NO COLLECT CALLS)10. FOR

INFORMATION CALL

A. NAME

Dayna Myers AREA CODE

NUMBER

245-7117

EXTENSION

C. E-MAIL ADDRESS

dayna.myers@ed.gov

11. TABLE OF CONTENTS

(X) SEC. DESCRIPTION PAGE(S) (X) SEC. DESCRIPTION PAGE(S)

PART 1 - THE SCHEDULE PART II - CONTRACT CLAUSES

X A SOLICITATION/CONTRACT FORM 1 - 1 X I CONTRACT CLAUSES 63 - 104

B SUPPLIES OR SERVICES AND PRICES/COSTS - PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

X C DESCRIPTION/SPECS./WORK STATEMENT 10 - 46 X J LIST OF ATTACHMENTS 105 - 111

D PACKAGING AND MARKING - PART IV - REPRESENTATIONS AND INSTRUCTIONS

X E INSPECTION AND ACCEPTANCE 47 - 47 X K REPRESENTATIONS, CERTIFICATIONS AND OTHER 112 - 119

X F DELIVERIES OR PERFORMANCE 48 - 49 STATEMENTS OF OFFERORS

X G CONTRACT ADMINISTRATION DATA 50 - 58 X L INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS 120 - 131

X H SPECIAL CONTRACT REQUIREMENTS 59 - 62 X M EVALUATION FACTORS FOR AWARD 132 - 138

OFFER (Must be fully completed by offeror) NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

12. In compliance with the above, the undersigned agrees, if this offer is accepted within calendar days (60 calendar days unless a different period is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52.232-8)

10 CALENDAR DAYS (%) 20 CALENDAR DAYS (%) 30 CALENDAR DAYS (%) CALENDAR DAYS (%)

14. ACKNOWLEDGMENT OF AMENDMENTS AMENDMENT NO. DATE AMENDMENT NO. DATE

(The offeror acknowledges receipt of amendments to the SOLICITATION for offerors and related documents numbered and dated):

CODE FACILITY 16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER

15A. NAME AND

ADDRESS OF

OFFEROR

(Type or print)

15B. TELEPHONE NUMBER 15C. CHECK IF REMITTANCE ADDRESS IS DIFFERENT

AREA CODE NUMBER

EXTENSION FROM ABOVE - ENTER SUCH ADDRESS IN SCHEDULE.

17. SIGNATURE 18. OFFER DATE

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

10 U.S.C. 2304(c) 41 U.S.C. 3304(a) ( )

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

(4 copies unless otherwise specified)

ITEM

24. ADMINISTERED BY (If other than Item 7) 25. PAYMENT WILL BE MADE BY CODE

26. NAME OF CONTRACTING OFFICER(Type or print) 27. UNITED STATES OF AMERICA 28. AWARD DATE

(Signature of Contracting Officer)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (REV. 6/2014)

Prescribed by GSA - FAR (48 CFR) 53.214(c)

PAGE 1 OF 138 91990022R0054

Table of Contents

SECTION C DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C.1 302-2SCOPE OF WORK (FEBRUARY 1985)

C.2 Scope of Work

SECTION E INSPECTION AND ACCEPTANCE

E.1 52.246-1 CONTRACTOR INSPECTION REQUIREMENTS (APR 1984)

E.2 52.246-2 INSPECTION OF SUPPLIES--FIXED-PRICE (AUG 1996)

E.3 52.246-2 I INSPECTION OF SUPPLIES--FIXED-PRICE (AUG 1996)--ALTERNATE I (JUL 1985)

E.4 52.246-2 II INSPECTION OF SUPPLIES--FIXED-PRICE (AUG 1996)--ALTERNATE II (JUL 1985)

E.5 52.246-3 INSPECTION OF SUPPLIES--COST-REIMBURSEMENT (MAR 2001)

E.6 52.246-4 INSPECTION OF SERVICES--FIXED-PRICE (AUG 1996)

E.7 52.246-5 INSPECTION OF SERVICES--COST-REIMBURSEMENT (APR 1984)

E.8 52.246-6 INSPECTION--TIME-AND-MATERIAL AND LABOR-HOUR (MAR 2001)

E.9 52.246-6 I INSPECTION--TIME-AND-MATERIAL AND LABOR-HOUR (MAR 2001)--ALTERNATE I (APR 1984)..47

E.10 52.246-25 LIMITATION OF LIABILITY--SERVICES (FEB 1997)

E.11 304-1INSPECTION AND ACCEPTANCE (FEBRUARY 1985)

SECTION F DELIVERIES OR PERFORMANCE

F.1 52.242-14 SUSPENSION OF WORK (APR 1984)

F.2 52.242-15 STOP-WORK ORDER (AUG 1989)

F.3 52.242-15 I STOP-WORK ORDER (AUG 1989)--ALTERNATE I (APR 1984)

F.4 52.242-17GOVERNMENT DELAY OF WORK (APR 1984)

F.5 305-2REPORT OF CONSULTANTS (MARCH 1986)

F.6 305-4aPERIOD OF PERFORMANCE (MARCH 1986)

F.7 305-6DELIVERABLES (MARCH 1986)

SECTION G CONTRACT ADMINISTRATION DATA

G.1 52.216-32 TASK-ORDER AND DELIVERY-ORDER OMBUDSMAN (SEPT 2019)

G.2 52.216-32 I TASK-ORDER AND DELIVERY-ORDER OMBUDSMAN (SEPT 2019)--ALTERNATE I (SEPT 2019)

G.3 3452.201-70 CONTRACTING OFFICER`s REPRESENTATIVE (COR) (MAY 2011)

G.4 306-1cINVOICE AND CONTRACT FINANCING REQUESTS SUBMISSION - IPP (MAY 2018)

G.5 306-6GOVERNMENT PROPERTY ADMINISTRATOR (DECEMBER 1986)

G.6 306-8CONTRACT ADMINISTRATOR (FEB 1985)

G.7 Task Order Procedures

G.8 Post Award Small Business Program Rerepresentation

G.9 PRESTO IDIQ Administration Requirements

SECTION H SPECIAL CONTRACT REQUIREMENTS

H.1 3452.208-71 PRINTING (MAY 2011)

H.2 3452.208-72 PAPERWORK REDUCTION ACT (MAY 2011)

H.3 3452.209-71 CONFLICT OF INTEREST (MAY 2011)

H.4 3452.215-70 RELEASE OF RESTRICTED DATA (MAY 2011)

H.5 3452.224-70 RELEASE OF INFORMATION UNDER THE FREEDOM OF INFORMATION ACT (MAY 2011)

H.6 3452.227-71 ADVERTISING OF AWARDS (MAY 2011)

H.7 3452.227-72 USE AND NON-DISCLOSURE AGREEMENT (MAY 2011)

H.8 3452.227-73 LIMITATIONS ON THE USE OR DISCLOSURE OF GOVERNMENT-FURNISHED INFORMATION MARKED WITH

RESTRICTIVE LEGENDS (MAY 2011)

H.9 3452.228-70 REQUIRED INSURANCE (MAY 2011)

H.10 3452.232-71 INCREMENTAL FUNDING (MAY 2011)

H.11 3452.237-70 SERVICES OF CONSULTANTS (MAY 2011)

PAGE 2 OF 138 91990022R0054

H.12 3452.237-71 OBSERVANCE OF ADMINISTRATIVE CLOSURES (MAY 2011)

H.13 Addendum to 3452.237-71 Admin Closures

H.14 3452.242-70 LITIGATION AND CLAIMS (MAY 2011)

H.15 3452.242-71 NOTICE TO THE GOVERNMENT OF DELAYS (MAY 2011)

H.16 3452.242-73 ACCESSIBILITY OF MEETINGS, CONFERENCES, AND SEMINARS TO PERSONS WITH DISABILITIES

(MAY 2011)

H.17 3452.247-70 FOREIGN TRAVEL (MAY 2011)

H.18 306-10GOVERNMENT-FURNISHED DATA (APRIL 1984)

H.19 307-3DUAL COMPENSATION (MARCH 1985)

H.20 307-7aPUBLICATION AND AUDIO-VISUAL PRODUCTION

H.21 312-14MULTIPLE AWARDS (APRIL 1998)

H.22 316-1ACCESSIBILITY OF SOFTWARE (OCTOBER 1999)

H.23 3452.227-70 PUBLICATION AND PUBLICITY (MAY 2011)

H.24 3452.239-70 INTERNET PROTOCOL VERSION 6 (MAY 2011)

H.25 307-5PAYMENT OF TRAVEL EXPENSES AND FEES FOR ED EMPLOYEES (MARCH 1985)

H.26 307-12CONSENT TO SUBCONTRACT (AUGUST 1998)

H.27 307-19REDACTED PROPOSALS (DECEMBER 1998)

H.28 307-24CONSULTANT SERVICES AND CONSENT (APRIL 1986)

H.29 313.237-72CLEARANCE OF CONFERENCES/MEETINGS (FEBRUARY 2015):

SECTION I CONTRACT CLAUSES

I.1 52.202-1DEFINITIONS (JUN 2020)

I.2 52.203-3 GRATUITIES (APR 1984)

I.3 52.203-5 COVENANT AGAINST CONTINGENT FEES (MAY 2014)

I.4 52.203-6RESTRICTIONS ON SUBCONTRACTOR SALES TO THE GOVERNMENT (JUN 2020)

I.5 52.203-6 IRESTRICTIONS ON SUBCONTRACTOR SALES TO THE GOVERNMENT (JUN 2020)-- ALTERNATE I (NOV

2021)

I.6 52.203-7ANTI-KICKBACK PROCEDURES (JUN 2020)

I.7 52.203-8 CANCELLATION, RESCISSION, AND RECOVERY OF FUNDS FOR ILLEGAL OR IMPROPER ACTIVITY (MAY

2014)

I.8 52.203-10 PRICE OR FEE ADJUSTMENT FOR ILLEGAL OR IMPROPER ACTIVITY (MAY 2014)

I.9 52.203-12LIMITATION ON PAYMENTS TO INFLUENCE CERTAIN FEDERAL TRANSACTIONS (JUN 2020)

I.10 52.203-13CONTRACTOR CODE OF BUSINESS ETHICS AND CONDUCT (NOV 2021)

I.11 52.203-14DISPLAY OF HOTLINE POSTER(S) (NOV 2021)

I.12 52.203-17CONTRACTOR EMPLOYEE WHISTLEBLOWER RIGHTS AND REQUIREMENT TO INFORM EMPLOYEES OF

WHISTLEBLOWER RIGHTS (JUN 2020)

I.13 52.203-19 PROHIBITION ON REQUIRING CERTAIN INTERNAL CONFIDENTIALITY AGREEMENTS OR STATEMENTS

(JAN 2017)

I.14 52.204-1 APPROVAL OF CONTRACT (DEC 1989)

I.15 52.204-2SECURITY REQUIREMENTS (MAR 2021)

I.16 52.204-2 ISECURITY REQUIREMENTS (MAR 2021)--ALTERNATE I (APR 1984)

I.17 52.204-4 PRINTED OR COPIED DOUBLE-SIDED ON POSTCONSUMER FIBER CONTENT PAPER (MAY 2011)

I.18 52.204-9 PERSONAL IDENTITY VERIFICATION OF CONTRACTOR PERSONNEL (JAN 2011)

I.19 52.204-10REPORTING EXECUTIVE COMPENSATION AND FIRST-TIER SUBCONTRACT AWARDS (JUN 2020)

I.20 52.204-12 UNIQUE ENTITY IDENTIFIER MAINTENANCE (OCT 2016)

I.21 52.204-13SYSTEM FOR AWARD MANAGEMENT MAINTENANCE (OCT 2018)

I.22 52.204-14 SERVICE CONTRACT REPORTING REQUIREMENTS (OCT 2016)

I.23 52.204-15 SERVICE CONTRACT REPORTING REQUIREMENTS FOR INDEFINITE-DELIVERY CONTRACTS (OCT 2016) 64

I.24 52.204-18COMMERCIAL AND GOVERNMENT ENTITY CODE MAINTENANCE (AUG 2020)

I.25 52.204-19 INCORPORATION BY REFERENCE OF REPRESENTATIONS AND CERTIFICATIONS (DEC 2014)

PAGE 3 OF 138 91990022R0054

I.26 52.204-22 ALTERNATIVE LINE ITEM PROPOSAL (JAN 2017)

I.27 52.204-23PROHIBITION ON CONTRACTING FOR HARDWARE, SOFTWARE, AND SERVICES DEVELOPED OR PROVIDED

BY KASPERSKY LAB AND OTHER COVERED ENTITIES (NOV 2021)

I.28 52.204-25PROHIBITION ON CONTRACTING FOR CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE

SERVICES OR EQUIPMENT (NOV 2021)

I.29 52.207-3 RIGHT OF FIRST REFUSAL OF EMPLOYMENT (MAY 20-06)

I.30 52.208-9 CONTRACTOR USE OF MANDATORY SOURCES OF SUPPLY OR SERVICES (MAY 2014)

I.31 52.209-6PROTECTING THE GOVERNMENT`S INTEREST WHEN SUBCONTRACTING WITH CONTRACTORS DEBARRED, SUSPENDED, OR PROPOSED FOR DEBARMENT (NOV 2021)

I.32 52.209-9 UPDATES OF PUBLICLY AVAILABLE INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT 2018) 64

I.33 52.209-10 PROHIBITION ON CONTRACTING WITH INVERTED DOMESTIC CORPORATIONS (NOV 2015)

I.34 52.210-1MARKET RESEARCH (NOV 2021)

I.35 52.211-11 LIQUIDATED DAMAGES--SUPPLIES, SERVICES, OR RESEARCH AND DEVELOPMENT (SEP 2000)

I.36 52.212-4CONTRACT TERMS AND CONDITIONS--COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES (NOV 2021) 64

I.37 52.212-5CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE ORDERS--

COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES (MAY 2022)

I.38 52.212-5 ICONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE ORDERS--

COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES (MAY 2022)--ALTERNATE I (FEB 2000)

I.39 52.212-5 IICONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE ORDERS--

COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES (MAY 2022)--ALTERNATE II (MAY 2022)

I.40 52.215-10 PRICE REDUCTION FOR DEFECTIVE CERTIFIED COST OR PRICING DATA (AUG 2011)

I.41 52.215-11PRICE REDUCTION FOR DEFECTIVE CERTIFIED COST OR PRICING DATA--MODIFICATIONS (JUN

2020)

I.42 52.215-12SUBCONTRACTOR CERTIFIED COST OR PRICING DATA (JUN 2020)

I.43 52.215-12 ISUBCONTRACTOR CERTIFIED COST OR PRICING DATA (JUN 2020) -- ALTERNATE I (AUG 2020). 65

I.44 52.215-13SUBCONTRACTOR CERTIFIED COST OR PRICING DATA--MODIFICATIONS (JUN 2020)

I.45 52.215-13 ISUBCONTRACTOR CERTIFIED COST OR PRICING DATA--MODIFICATIONS (JUN 2020) -- ALTERNATE

1 (AUG 2020)

I.46 52.215-21REQUIREMENTS FOR CERTIFIED COST OR PRICING DATA AND DATA OTHER THAN CERTIFIED COST OR

PRICING DATA--MODIFICATIONS (NOV 2021)

I.47 52.215-21 IREQUIREMENTS FOR CERTIFIED COST OR PRICING DATA AND DATA OTHER THAN CERTIFIED COST

OR PRICING DATA--MODIFICATIONS (NOV 2021)--ALTERNATE I (OCT 2010)

I.48 52.215-21 IIREQUIREMENTS FOR CERTIFIED COST OR PRICING DATA AND DATA OTHER THAN CERTIFIED COST

OR PRICING DATA--MODIFICATIONS (NOV 2021)--ALTERNATE II (OCT 1997)

I.49 52.215-21 III REQUIREMENTS FOR COST OR PRICING DATA OR INFORMATION OTHER THAN COST OR PRICING

DATA--MODIFICATIONS (OCT 1997)--ALTERNATE III (OCT 1997)

I.50 52.215-21 IVREQUIREMENTS FOR CERTIFIED COST OR PRICING DATA AND DATA OTHER THAN CERTIFIED COST

OR PRICING DATA--MODIFICATIONS (NOV 2021)--ALTERNATE IV (OCT 2010)

I.51 52.215-23LIMITATIONS ON PASS-THROUGH CHARGES (JUN 2020)

I.52 52.215-23 ILIMITATIONS ON PASS-THROUGH CHARGES (JUN 2020) ALTERNATE I (OCT 2010)

I.53 52.216-4ECONOMIC PRICE ADJUSTMENT--LABOR AND MATERIAL (NOV 2021)

I.54 52.216-7 ALLOWABLE COST AND PAYMENT (AUG 2018)

I.55 52.216-7 II ALLOWABLE COST AND PAYMENT (AUG 2018)--ALTERNATE II (AUG 2012)

I.56 52.216-7 III ALLOWABLE COST AND PAYMENT (AUG 2018)--ALTERNATE III (AUG 2012)

I.57 52.216-7 IV ALLOWABLE COST AND PAYMENT (AUG 2018)--ALTERNATE IV (AUG 2012)

I.58 52.216-8 FIXED FEE (JUN 2011)

I.59 52.216-10 INCENTIVE FEE (JUN 2011)

I.60 52.216-11 COST CONTRACT--NO FEE (APR 1984)

I.61 52.216-11 I COST CONTRACT--NO FEE (APR 1984)--ALTERNATE I (APR 1984)

I.62 52.217-2 CANCELLATION UNDER MULTI-YEAR CONTRACTS (OCT 1997)

PAGE 4 OF 138 91990022R0054

I.63 52.217-6 OPTION FOR INCREASED QUANTITY (MAR 1989)

I.64 52.217-7 OPTION FOR INCREASED QUANTITY--SEPARATELY PRICED LINE ITEM (MAR 1989)

I.65 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

I.66 52.219-7NOTICE OF PARTIAL SMALL BUSINESS SET-ASIDE (NOV 2020)

I.67 52.219-8 UTILIZATION OF SMALL BUSINESS CONCERNS (OCT 2018)

I.68 52.219-9SMALL BUSINESS SUBCONTRACTING PLAN (NOV 2021)

I.69 52.219-14LIMITATIONS ON SUBCONTRACTING (SEP 2021)

I.70 52.219-16LIQUIDATED DAMAGES--SUBCONTRACTING PLAN (SEP 2021)

I.71 52.219-28POST-AWARD SMALL BUSINESS PROGRAM REREPRESENTATION (SEP 2021)

I.72 52.222-2 PAYMENT FOR OVERTIME PREMIUMS (JUL 1990)

I.73 52.222-3 CONVICT LABOR (JUN 2003)

I.74 52.222-21 PROHIBITION OF SEGREGATED FACILITIES (APR 2015)

I.75 52.222-26 EQUAL OPPORTUNITY (SEPT 2016)

I.76 52.222-37EMPLOYMENT REPORTS ON VETERANS (JUN 2020)

I.77 52.222-40 NOTIFICATION OF EMPLOYEE RIGHTS UNDER THE NATIONAL LABOR RELATIONS ACT (DEC 2010). 67

I.78 52.222-41 SERVICE CONTRACT LABOR STANDARDS (AUG 2018)

I.79 52.222-43 FAIR LABOR STANDARDS ACT AND SERVICE CONTRACT LABOR STANDARDS--PRICE ADJUSTMENT

(MULTIPLE YEAR AND OPTION CONTRACTS) (AUG 2018)

I.80 52.222-44 FAIR LABOR STANDARDS ACT AND SERVICE CONTRACT LABOR STANDARDS--PRICE ADJUSTMENT (MAY

2014)

I.81 52.222-50COMBATING TRAFFICKING IN PERSONS (NOV 2021)

I.82 52.222-54EMPLOYMENT ELIGIBILITY VERIFICATION (MAY 2022)

I.83 52.222-55MINIMUM WAGES FOR CONTRACTOR WORKERS UNDER EXECUTIVE ORDER 14026. (JAN 2022)

I.84 52.222-62PAID SICK LEAVE UNDER EXECUTIVE ORDER 13706 (JAN 2022)

I.85 52.223-6 DRUG-FREE WORKPLACE (MAY 2001)

I.86 52.223-18ENCOURAGING CONTRACTOR POLICIES TO BAN TEXT MESSAGING WHILE DRIVING (JUN 2020)

I.87 52.224-1 PRIVACY ACT NOTIFICATION (APR 1984)

I.88 52.224-2 PRIVACY ACT (APR 1984)

I.89 52.224-3 PRIVACY TRAINING (JAN 2017)

I.90 52.227-11 PATENT RIGHTS--OWNERSHIP BY THE CONTRACTOR (MAY 2014)

I.91 52.227-13 PATENT RIGHTS--OWNERSHIP BY THE GOVERNMENT (DEC 2007)

I.92 52.227-13 I PATENT RIGHTS--OWNERSHIP BY THE GOVERNMENT (DEC 2007)--ALTERNATE I (JUN 1989).. 67

I.93 52.227-13 II PATENT RIGHTS--OWNERSHIP BY THE GOVERNMENT (DEC 2007)--ALTERNATE II (DEC 2007). 68

I.94 52.227-14 RIGHTS IN DATA--GENERAL (MAY 2014)

I.95 52.227-14 I RIGHTS IN DATA--GENERAL (MAY 2014)--ALTERNATE I (DEC 2007)

I.96 52.227-14 II RIGHTS IN DATA--GENERAL (MAY 2014)--ALTERNATE II (DEC 2007)

I.97 52.227-14 III RIGHTS IN DATA--GENERAL (MAY 2014)--ALTERNATE III (DEC 2007)

I.98 52.227-14 IV RIGHTS IN DATA--GENERAL (MAY 2014)--ALTERNATE IV (DEC 2007)

I.99 52.227-14 V RIGHTS IN DATA--GENERAL (MAY 2014)--ALTERNATE V (DEC 2007)

I.100 52.227-16 ADDITIONAL DATA REQUIREMENTS (JUN 1987)

I.101 52.227-17 RIGHTS IN DATA--SPECIAL WORKS (DEC 2007)

I.102 52.227-18 RIGHTS IN DATA--EXISTING WORKS (DEC 2007)

I.103 52.227-19 COMMERCIAL COMPUTER SOFTWARE LICENSE (DEC 2007)

I.104 52.227-23 RIGHTS TO PROPOSAL DATA (TECHNICAL) (JUN 1987)

I.105 52.228-7 INSURANCE--LIABILITY TO THIRD PERSONS (MAR 1996)

I.106 52.230-2COST ACCOUNTING STANDARDS (JUN 2020)

I.107 52.230-3DISCLOSURE AND CONSISTENCY OF COST ACCOUNTING PRACTICES (JUN 2020)

I.108 52.230-5COST ACCOUNTING STANDARDS--EDUCATIONAL INSTITUTION (JUN 2020)

I.109 52.230-6 ADMINISTRATION OF COST ACCOUNTING STANDARDS (JUN 2010)

I.110 52.232-1 PAYMENTS (APR 1984)

PAGE 5 OF 138 91990022R0054

I.111 52.232-7PAYMENTS UNDER TIME-AND-MATERIALS AND LABOR-HOUR CONTRACTS (NOV 2021)

I.112 52.232-8 DISCOUNTS FOR PROMPT PAYMENT (FEB 2002)

I.113 52.232-9 LIMITATION ON WITHHOLDING OF PAYMENTS (APR 1984)

I.114 52.232-11 EXTRAS (APR 1984)

I.115 52.232-16PROGRESS PAYMENTS (NOV 2021)

I.116 52.232-16 IPROGRESS PAYMENTS (NOV 2021)--ALTERNATE I (MAR 2000)

I.117 52.232-16 IIPROGRESS PAYMENTS (NOV 2021)--ALTERNATE II (APR 2003)

I.118 52.232-16 IIIPROGRESS PAYMENTS (NOV 2021)-ALTERNATE III (JUN 2020)

I.119 52.232-17 INTEREST (MAY 2014)

I.120 52.232-18 AVAILABILITY OF FUNDS (APR 1984)

I.121 52.232-20 LIMITATION OF COST (APR 1984)

I.122 52.232-22 LIMITATION OF FUNDS (APR 1984)

I.123 52.232-23 ASSIGNMENT OF CLAIMS (MAY 2014)

I.124 52.232-23 I ASSIGNMENT OF CLAIMS (MAY 2014)--ALTERNATE I (APR 1984)

I.125 52.232-25 PROMPT PAYMENT (JAN 2017)

I.126 52.232-25 I PROMPT PAYMENT (JAN 2017)--ALTERNATE I (FEB 2002)

I.127 52.232-33 PAYMENT BY ELECTRONIC FUNDS TRANSFER--SYSTEM FOR AWARD MANAGEMENT (OCT 2018)

I.128 52.232-39 UNENFORCEABILITY OF UNAUTHORIZED OBLIGATIONS (JUNE 2013)

I.129 52.232-40PROVIDING ACCELERATED PAYMENTS TO SMALL BUSINESS SUBCONTRACTORS (NOV 2021)

I.130 52.233-1 DISPUTES (MAY 2014)

I.131 52.233-1 I DISPUTES (MAY 2014)--ALTERNATE I (DEC 1991)

I.132 52.233-3 PROTEST AFTER AWARD (AUG 1996)

I.133 52.233-3 I PROTEST AFTER AWARD (AUG 1996)--ALTERNATE I (JUN 1985)

I.134 52.233-4 APPLICABLE LAW FOR BREACH OF CONTRACT CLAIM (OCT 2004)

I.135 52.237-3 CONTINUITY OF SERVICES (JAN 1991)

I.136 52.242-1 NOTICE OF INTENT TO DISALLOW COSTS (APR 1984)

I.137 52.242-3PENALTIES FOR UNALLOWABLE COSTS (SEP 2021)

I.138 52.242-4 CERTIFICATION OF FINAL INDIRECT COSTS (JAN 1997)

I.139 52.242-5 PAYMENTS TO SMALL BUSINESS SUBCONTRACTORS (JAN 2017)

I.140 52.242-13 BANKRUPTCY (JUL 1995)

I.141 52.243-1 CHANGES--FIXED-PRICE (AUG 1987)

I.142 52.243-1 I CHANGES--FIXED-PRICE (AUG 1987)--ALTERNATE I (APR 1984)

I.143 52.243-1 II CHANGES--FIXED-PRICE (AUG 1987)--ALTERNATE II (APR 1984)

I.144 52.243-1 III CHANGES--FIXED-PRICE (AUG 1987)--ALTERNATE III (APR 1984)

I.145 52.243-1 IV CHANGES--FIXED-PRICE (AUG 1987)--ALTERNATE IV (APR 1984)

I.146 52.243-1 V CHANGES--FIXED-PRICE (AUG 1987)--ALTERNATE V (APR 1984)

I.147 52.243-2 CHANGES--COST-REIMBURSEMENT (AUG 1987)

I.148 52.243-2 I CHANGES--COST-REIMBURSEMENT (AUG 1987)--ALTERNATE I (APR 1984)

I.149 52.243-2 II CHANGES--COST-REIMBURSEMENT (AUG 1987)--ALTERNATE II (APR 1984)

I.150 52.243-2 III CHANGES--COST-REIMBURSEMENT (AUG 1987)--ALTERNATE III (APR 1984)

I.151 52.243-2 V CHANGES--COST-REIMBURSEMENT (AUG 1987)--ALTERNATE V (APR 1984)

I.152 52.243-3 CHANGES--TIME-AND-MATERIALS OR LABOR-HOURS (SEP 2000)

I.153 52.243-4 CHANGES (JUN 2007)

I.154 52.243-6 CHANGE ORDER ACCOUNTING (APR 1984)

I.155 52.244-2SUBCONTRACTS (JUN 2020)

I.156 52.244-5 COMPETITION IN SUBCONTRACTING (DEC 1996)

I.157 52.245-1GOVERNMENT PROPERTY (SEP 2021)

I.158 52.245-1 IGOVERNMENT PROPERTY (SEP 2021)--ALTERNATE I (APR 2012)

I.159 52.245-1 IIGOVERNMENT PROPERTY (SEP 2021)--ALTERNATE II (APR 2012)

I.160 52.245-9 USE AND CHARGES (APR 2012)

PAGE 6 OF 138 91990022R0054

I.161 52.249-1 TERMINATION FOR CONVENIENCE OF THE GOVERNMENT (FIXED-PRICE) (SHORT FORM) (APR 1984). 71

I.162 52.249-1 I TERMINATION FOR CONVENIENCE OF THE GOVERNMENT (FIXED-PRICE) (SHORT FORM) (APR 1984)--

ALTERNATE I (APR 1984)

I.163 52.249-2 TERMINATION FOR CONVENIENCE OF THE GOVERNMENT (FIXED-PRICE) (APR 2012)

I.164 52.249-2 II TERMINATION FOR CONVENIENCE OF THE GOVERNMENT (FIXED-PRICE) (APR 2012)-- ALTERNATE

II (SEP 1996)

I.165 52.249-5 TERMINATION FOR CONVENIENCE OF THE GOVERNMENT (EDUCATIONAL AND OTHER NONPROFIT

INSTITUTIONS) (AUG 2016)

I.166 52.249-6 TERMINATION (COST-REIMBURSEMENT) (MAY 2004)

I.167 52.249-6 II TERMINATION (COST-REIMBURSEMENT) (MAY 2004)--ALTERNATE II (SEP 1996)

I.168 52.249-6 IV TERMINATION (COST-REIMBURSEMENT) (MAY 2004)--ALTERNATE IV (SEP 1996)

I.169 52.249-6 V TERMINATION (COST-REIMBURSEMENT) (MAY 2004)--ALTERNATE V (SEP 1996)

I.170 52.249-8 DEFAULT (FIXED-PRICE SUPPLY AND SERVICE) (APR 1984)

I.171 52.249-14 EXCUSABLE DELAYS (APR 1984)

I.172 52.251-1 GOVERNMENT SUPPLY SOURCES (APR 2012)

I.173 52.253-1 COMPUTER GENERATED FORMS (JAN 1991)

I.174 3452.224-72 RESEARCH ACTIVITIES INVOLVING HUMAN SUBJECTS (MAY 2011)

I.175 3452.232-70 LIMITATION OF COST OR FUNDS (MAY 2011)

I.176 52.204-21BASIC SAFEGUARDING OF COVERED CONTRACTOR INFORMATION SYSTEMS (NOV 2021)

I.177 52.216-2ECONOMIC PRICE ADJUSTMENT--STANDARD SUPPLIES (NOV 2021)

I.178 52.216-3ECONOMIC PRICE ADJUSTMENT--SEMISTANDARD SUPPLIES (NOV 2021)

I.179 52.216-18ORDERING (AUG 2020)

I.180 52.216-19 ORDER LIMITATIONS (OCT 1995)

I.181 52.216-22 INDEFINITE QUANTITY (OCT 1995)

I.182 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

I.183 52.219-13 NOTICE OF SET-ASIDE OF ORDERS (MAR 2020)

I.184 52.219-13 I NOTICE OF SET-ASIDE OF ORDERS (MAR 2020) - ALTERNATE I

I.185 52.222-35EQUAL OPPORTUNITY FOR VETERANS. (JUN 2020)

I.186 52.222-35 IEQUAL OPPORTUNITY FOR SPECIAL DISABLED VETERANS, VETERANS OF THE VIETNAM ERA, AND

OTHER ELIGIBLE VETERANS (JUN 2020)--ALTERNATE I (JUL 2014)

I.187 52.222-36EQUAL OPPORTUNITY FOR WORKERS WITH DISABILITIES (JUN 2020)

I.188 52.222-36 IEQUAL OPPORTUNITY FOR WORKERS WITH DISABILITIES (JUN 2020)--ALTERNATE I (JUL 2014).76

I.189 52.222-42 STATEMENT OF EQUIVALENT RATES FOR FEDERAL HIRES (MAY 2014)

I.190 52.232-12 ADVANCE PAYMENTS (MAY 2001)

I.191 52.232-12 I ADVANCE PAYMENTS (MAY 2001)--ALTERNATE I (APR 1984)

I.192 52.232-12 II ADVANCE PAYMENTS (MAY 2001)--ALTERNATE II (MAY 2001)

I.193 52.232-12 III ADVANCE PAYMENTS (MAY 2001)--ALTERNATE III (APR 1984)

I.194 52.232-12 IV ADVANCE PAYMENTS (MAY 2001)--ALTERNATE IV (APR 1984)

I.195 52.232-12 V ADVANCE PAYMENTS WITHOUT SPECIAL ACCOUNT (MAY 2001)--ALTERNATE V (MAY 2001)

I.196 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

I.197 52.252-4 ALTERATIONS IN CONTRACT (APR 1984)

I.198 52.252-6AUTHORIZED DEVIATIONS IN CLAUSES (NOV 2020)

I.199 3452.202-1 DEFINITIONS--DEPARTMENT OF EDUCATION (MAY 2011)

I.200 3452.209-70 CONFLICT OF INTEREST CERTIFICATION (MAY 2011)

I.201 3452.216-71 AWARD-TERM (MAY 2011)

I.202 52.224-70PROTECTION OF STUDENT PRIVACY IN COMPLIANCE WITH FERPA (DEVIATION)

I.203 3452.204-72 DEVIATION (JUN 2021)Contractor Security Vetting Requirements. (DEVIATION) (JUN

2021)

I.204 3452.239-72 DEVIATION (JUN 2021)Department Security and Privacy Requirements for Information

Technology Procurements (DEVIATION) (JUN 2021)

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SECTION J LIST OF ATTACHMENTS

J.1 309-1aLIST OF ATTACHMENTS

J.2 Quality Assurance Surveillance Plan

SECTION K REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF OFFERORS

K.1 52.203-2 CERTIFICATE OF INDEPENDENT PRICE DETERMINATION (APR 1985)

K.2 52.203-11 CERTIFICATION AND DISCLOSURE REGARDING PAYMENTS TO INFLUENCE CERTAIN FEDERAL

TRANSACTIONS (SEP 2007)

K.3 52.203-18 PROHIBITION ON CONTRACTING WITH ENTITIES THAT REQUIRE CERTAIN INTERNAL CONFIDENTIALITY

AGREEMENTS OR STATEMENTS--REPRESENTATION (JAN 2017)

K.4 52.204-8 IANNUAL REPRESENTATIONS AND CERTIFICATIONS (MAY 2022) - ALTERNATE I (SEP 2021)

K.5 52.204-17OWNERSHIP OR CONTROL OF OFFEROR (AUG 2020)

K.6 52.204-19 INCORPORATION BY REFERENCE OF REPRESENTATIONS AND CERTIFICATIONS (DEC 2014)

K.7 52.204-20PREDECESSOR OF OFFEROR (AUG 2020)

K.8 52.209-5CERTIFICATION REGARDING RESPONSIBILITY MATTERS (AUG 2020)

K.9 52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT 2018)

K.10 52.209-11 REPRESENTATION BY CORPORATIONS REGARDING DELINQUENT TAX LIABILITY OR A FELONY

CONVICTION UNDER ANY FEDERAL LAW (FEB 2016)

K.11 52.209-13VIOLATION OF ARMS CONTROL TREATIES OR AGREEMENTS--CERTIFICATION (NOV 2021)

K.12 52.212-3OFFEROR REPRESENTATIONS AND CERTIFICATIONS--COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES

(MAY 2022)

K.13 52.219-1SMALL BUSINESS PROGRAM REPRESENTATIONS (SEP 2021)

K.14 52.222-22 PREVIOUS CONTRACTS AND COMPLIANCE REPORTS (FEB 1999)

K.15 52.222-25 AFFIRMATIVE ACTION COMPLIANCE (APR 1984)

K.16 52.222-38 COMPLIANCE WITH VETERANS` EMPLOYMENT REPORTING REQUIREMENTS (FEB 2016)

K.17 52.204-24REPRESENTATION REGARDING CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR

EQUIPMENT (NOV 2021)

K.18 52.204-26COVERED TELECOMMUNICATIONS EQUIPMENT OR SERVICES--REPRESENTATION (OCT 2020)

K.19 52.230-1COST ACCOUNTING STANDARDS NOTICES AND CERTIFICATION (JUN 2020)

K.20 52.230-7 PROPOSAL DISCLOSURE -- COST ACCOUNTING PRACTICE CHANGES (APR 2005)

K.21 310-1REPRESENTATION AUTHORITY (JANUARY 2005)

K.22 310-6DUPLICATION OF COST (MARCH 1985)

K.23 310-9APPROVAL OF ACCOUNTING SYSTEM (MARCH 1985)

K.24 310-10GENERAL FINANCIAL AND ORGANIZATIONAL INFORMATION (APRIL 1984)

K.25 310-16POST EMPLOYMENT CONFLICT OF INTEREST (MARCH 1985)

SECTION L INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L.1 52.204-7 SYSTEM FOR AWARD MANAGEMENT (OCT 2018)

L.2 52.204-16COMMERCIAL AND GOVERNMENT ENTITY CODE REPORTING (AUG 2020)

L.3 52.207-6 SOLICITATION OF OFFERS FROM SMALL BUSINESS CONCERNS AND SMALL BUSINESS TEAMING

ARRANGEMENTS OR JOINT VENTURES (MULTIPLE-AWARD CONTRACTS) (OCT 2016)

L.4 52.215-1 IINSTRUCTIONS TO OFFERORS--COMPETITIVE ACQUISITION (NOV 2021)--ALTERNATE I (OCT 1997)120

L.5 52.216-27 SINGLE OR MULTIPLE AWARDS (OCT 1995)

L.6 52.222-24 PREAWARD ON-SITE EQUAL OPPORTUNITY COMPLIANCE EVALUATION (FEB 1999)

L.7 52.222-46 EVALUATION OF COMPENSATION FOR PROFESSIONAL EMPLOYEES (FEB 1993)

L.8 52.233-2 SERVICE OF PROTEST (SEP 2006)

L.9 3452.224-71 NOTICE ABOUT RESEARCH ACTIVITIES INVOLVING HUMAN SUBJECTS (MAY 2011)

L.10 52.216-1 TYPE OF CONTRACT (APR 1984)

L.11 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

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L.12 52.252-3 ALTERATIONS IN SOLICITATION (APR 1984)

L.13 307-19aREDACTED PROPOSALS (APRIL 2004)

L.14 3452.204-71 DEVIATION (JUN 2021)Notice to Offerors of Department Contractor Security Vetting

Requirements (DEVIATION) (JUN 2021)

L.15 Section L - Instructions to Offerors

L.16 3452.239-71 DEVIATION (JUN 2021)Notice to Offerors of Department Security and Privacy

Requirements for Information Technology Procurements (DEVIATION) (JUN 2021)

SECTION M EVALUATION FACTORS FOR AWARD

M.1 52.217-3 EVALUATION EXCLUSIVE OF OPTIONS (APR 1984)

M.2 52.217-5 EVALUATION OF OPTIONS (JUL 1990)

M.3 Section M - Evaluation Criteria

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SECTION C

DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C.1 302-2 SCOPE OF WORK (FEBRUARY 1985)

The contractor shall furnish all personnel, materials, services, and facilities necessary to perform the requirements set forth in the Statement of Work, . This shall also be done in accordance with the specified General and Special Provisions and the contractor's final technical proposal, which are hereby incorporated by reference as a part of the contract.

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C.2 Scope of Work

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Version Date: August 30, 2022

U.S. Department of Education (ED)

Institute of Education Sciences (IES)

Procurement of Research Evaluation and Statistics Task

Orders (PRESTO)

Section C - Scope of Work

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Overview

IES intends to re-compete the Education Statistics Service Institute Network (ESSIN) contract by issuing a vehicle that encompasses additional requirements that supports the entire IES mission and that is accessible to the entire Department of Education (ED) as applicable. This new vehicle has been titled Procurement of Research Evaluation and Statistics Task Orders

(PRESTO), and shall be a multiple award, Indefinite Delivery/Indefinite Quantity (ID/IQ) contract vehicle.

This contract vehicle supports IES in its role as the independent education research, evaluation, and statistics arm of ED, while providing a diversified and qualified pool of vendors to help IES and ED meet mission critical needs.

Background

The goal of IES is to provide national leadership in expanding fundamental knowledge and understanding of education from early childhood through postsecondary study, in order to provide parents, educators, students, researchers, policymakers, and the general public with reliable information about (A) the condition and progress of education in the United States, from early childhood through postsecondary education; (B) educational practices that support learning and improve academic achievement and access to educational opportunities for all students; and (C) the effectiveness of federal and other education programs.

The Education Sciences Reform Act (ESRA, Title I of P.L. 107-279) established IES as an independent research arm of ED. Title I, Part A, of ESRA establishes IES as a research institute within ED intended to provide “national leadership in expanding fundamental knowledge and understanding of education from early childhood through postsecondary study.” IES is authorized to carry out these objectives by compiling statistics, conducting research and evaluations, and disseminating information.

IES consists of four national education centers and an Office of the Director:

• National Center for Education Research (NCER) which sponsors research leading to the accumulation of knowledge and understanding of education.

• National Center for Education Statistics (NCES) which collects and analyzes education information and statistics in a manner that meets the highest methodological standards.

• National Center for Education Evaluation and Regional Assistance (NCEE) which supports evaluation, technical assistance, development, and dissemination activities.

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• National Center for Special Education Research (NCSER) which sponsors research to expand knowledge and understanding of the needs of infants, toddlers, and children with disabilities.

• Office of the Director, which carries out specific duties, such as proposing research priorities and establishing procedures for technical and peer review. This includes the

Office of Science, which oversees the scientific peer review processes for IES grant applications and reports

Scope of Work

The scope of PRESTO comprises five distinct scope categories with associated NAICS codes assigned to each category. The scope of this vehicle is intended to be broad enough to capture the needs of IES throughout the entirety of the period of performance1. The scope of work associated with each of these task areas may change based on changes in applicable laws and regulations. Alterations to practices within each task area because of a change in law or regulation is within scope. Appendix A provides examples of work that falls within the scope of this ID/IQ. Appendix A is not an exhaustive example, and other work may fall within the scope of the task areas described below that is not otherwise listed or described in Appendix A.

The scope categories of PRESTO are as follows:

1. Education Sciences Support Activities

2. Assessment and Instrument Development Support

3. Communications and Outreach

4. Recruitment

5. IES Operational Support

1 For the purposes of complying with the Competition in Contracting Act (CICA) parties responding to this requirement are notified that the scope for each category is incredibly broad and encompasses the universe of work that falls under these scope areas or that is substantially related to each scope area.

Moreover, as scientific practices evolve over time, performance in each scope area may shift based on changing practices for each area. Any incremental or evolutionary shift in practice for each area is within the scope of work as defined by this document.

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Task orders will be awarded within a primary scope category2. Task Orders may be issued with secondary scope areas in one or more other categories.

Category 1: Education Sciences Support Activities

IES requires support to conduct surveys, evaluations, and administrative data collections that collect data and produce data products to support the mission of IES. Any effort that collects data from human subjects will require Office of Management and Budget (OMB) and/or

Institutional Review Board (IRB) clearance packages.

Specifications and examples are available here:

https://pra.digital.gov/clearance-process/, https://www.reginfo.gov/public/do/PRAOMBHistory?ombControlNumber=1850-0944, https://www.reginfo.gov/public/do/PRAViewICR?ref_nbr=202104-1850-001.

The activities defined in the following sections are reflective of the work required to support IES’ mission goals.

1.1 General Education Sciences Support

1.1.1 Sampling

Activities such as sample designs and drawing samples representative of target parameters.

The support provided must ensure that explanations of sampling frames, selection criteria, goals and related metrics, and all other applicable details are included in all sampling activities.

1.1.2 Data Collection

Various data collection activities, including all method development and management of the process as well as data security and respondent privacy and confidentiality.

2 Primary scope area represents the majority of cost/price associated with each task area though this may not amount to more than 50% of cost/price if more than one scope area is applicable.

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1.1.3 Data Processing, Management, and Data Creation

Support managing and converting data gathered during a study or in an evaluation collection process into organized data in fully documented data files ready for secondary analyses by the

Government, other contractors, the public, or any other third-party as required at the order level as applicable.

1.1.4 Data Management and Information System Management

Support, to include a broad range of data management and system management activities that include but are not limited to, data processing, method recommendation, data testing, and any other related activities.

1.1.5 Weighting and Variance Estimation

Development and review of weights and variances, to include providing recommendations and completing applicable documentation. Weighting shall account for all industry standard information, including, but not limited to, sample performance with factors, differential nonresponse across subpopulations that might introduce bias, and adjustments to known population totals.

1.1.6 Statistics and Data Analysis

Support across the full range of statistical and data analysis, from complex multi-faceted approaches to specialized techniques to support various IES mission needs.

1.1.7 Geospatial Activities

Support for geospatial activities to address statutory data requirements; manage data assets;

design analytic tools; integrate additional data collections; and support inter-and intra-agency production and analytic needs.

1.2 National Statistical, Evaluation, and Research Activities

1.2.1 Expert Help and Expert Reviewing Activities

Provision of expert technical support for consultations on and review of a wide range of technical materials that go into the development and operations of surveys, assessments, and evaluations. Provision of support and assistance, to include access to a wide array of senior statisticians, senior survey methodologists, senior technical experts, and senior subject matter experts with expertise across the full range of IES education sciences work. This support shall provision IES with the expert help it needs to execute its mission goals.

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1.2.2 National Technical Assistance

Technical assistance services to external IES partners to help them meet applicable IES research, statistical, and/or evaluation standards, such as the NCES Statistical Standards, What

Works Clearinghouse (WWC) Standards, and Standards for Excellence in Education Research

(SEER), and any other relevant standards that IES produces in future years, or to help educators use IES publications, such as WWC practice guides, to inform their decisions.

1.2.3 Data Dissemination and Training Support

Preparation of training materials to support the release of data files and facilitate the use of IES data by the Government and the public or other relevant, defined third parties.

1.2.4 Congressional Allocation Program Support

Expert support in the calculation of Federal funds for allocation across education grant programs funded by the Federal Government. such as, but not limited to, Title 1. The support required includes though is not exclusively limited to assembling data needed under the formula allocation legislation, conducting data processing and analyses to prepare and verify assembled data, calculating annual formula allocation distributions, and preparing documentation to explain allocations.

1.2.5 Applied and Basic Research & Development (R&D) Studies

Conducting research and development to validate, test, and improve all aspects of education sciences activities.

1.2.6 Program-Based and Methodology Innovations

Development of innovative approaches, technologies, and procedures related to general education science support.

1.2.7 Report and Publication Production

Content generation and drafting support to aide in the development, production, editing, desktopping, digitalization, and dissemination of all applicable IES reports (e.g., first look reports, stats-in-brief reports, datapoints, analytical reports, technical reports, and manuals, and other reports required for the duration of the ID/IQ); NCES annual reports (e.g., the Digest of

Education Statistics, the Condition of Education, Projections of Education Statistics) and special topical reports (e.g., report focused on rural education or children with disabilities), WWC practice guides and intervention reports and related publications, methodological reports, literature reviews, conference papers, journal articles, and evaluation, research, and grant

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reports. The nature, content, format, and forum of reports may evolve over time and within the scope of this task.

1.2.8 Support for External/Internal Evaluation Activities

Analysis support for all external and internal evaluation activities, as well as research and development, to include evidence reviews (e.g., WWC reviews and meta-analytic syntheses of studies), evaluation feasibility studies, design studies, evaluation preparation, and quality review.

1.2.9 IES Technical and Quality Reviews

Review support for draft deliverables and final products developed by IES or other entities to ensure that they are complete, thorough, accurate, neutral, non-biased, of technical high quality, easily understood, and meet NCES’s Statistical Standards, tabular guidelines, as well as the

IES Style Guide.

1.2.10 Training and Technical Assistance

Support in the development and delivery of training materials and methods for a variety of possible activities, for example to aid in the use of IES products, or on issues such as scientific integrity, or other possible substantive or technical issues.

1.3 Sample Survey Activity Support

1.3.1 Sample Survey Management

Management of cross-sectional sample survey work across the entire country including, at times, Puerto Rico and outlying territories.

1.3.2 Longitudinal Studies Panel Management

Longitudinal panel management over long periods of time to ensure that data collection contractors can readily contact longitudinal study panel members between data collection operations to maintain participation in the longitudinal studies.

1.3.3 Rapid Response Surveys

Support to prepare and conduct rapid response surveys, from the point of identifying and defining a data need, to completing a complete draft of a first look report and dataset.

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1.3.4 International Studies Activities

Support for the ED’s participation in international studies and for collaboration with a variety of international organizations and partners working in the field of Education.

Category 2: Assessment and Instrument Development

Support

IES requires support to develop assessment components for its sample survey studies and to develop and conduct large-scale assessments. The activities defined in the following sections are reflective of the work required to support IES’ mission goals.

2.1 Assessment Management

Conducting large-scale assessment studies and coordination across the entire country, including, at times, Puerto Rico and outlying territories.

2.2 Framework Development and Comparisons

Development of analytical and evaluative frameworks to define the scope and content of measurement targets or data collection instruments.

2.3 Item Development

2.3.1 Non-cognitive Items

Development, identification, documentation of sources, and evaluation of non-cognitive items to be used in data collections.

2.3.2 Cognitive Items

Provision of cognitive item writing expertise, as well as content knowledge expertise support, in the core subjects of mathematics, reading, and science, and in other subjects (e.g., civics, computer and information literacy, creativity, economics, financial literacy, technology and applications of STEM, social studies, writing, or others to be identified at the order level and not otherwise listed here).

2.3.3 Process Data Items

Support for designing “process data” measures and variables that can be incorporated into the design of an instrument, assessment or questionnaire, the metadata measures to describe

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captured process data, and the paradata measures to capture information regarding data collection operations.

2.3.4 Item Scoring and Coding

Scoring and coding of survey, assessment, and evaluation items through manual and automated processes3.

2.4 Psychometric Analysis

2.4.1 Cognitive/Non-Cognitive Items

Evaluating the effectiveness of cognitive/non-cognitive survey items and their interoperability with each other against baseline expectations.

2.4.2 Process Data

Evaluating and conducting analyses (with real and modeled) process data, meta-data, and paradata.

2.5 Survey Feasibility Assessment

Evaluating the feasibility of any aspect of a survey or study, to include supporting framework and item development, questionnaires, instrument testing, field test settings, and data collection operation support (e.g., to determine whether planned procedures work in live data collection conditions), plans and procedures (e.g., recruiting strategies for full-scale data collections; for processes to enter schools, bring students into common assessment areas, provide respondents with access to instruments, and access and respond to on-line instruments in different browsers or on different hand-held devices).

3 The use, development and/or implementation of Artificial Intelligence mechanisms to support this task is within scope.

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2.6 Instrument Design

Design and the development of survey and assessment instruments for cross-sectional and longitudinal panel studies, including instruments with non-cognitive, cognitive, and process or paradata/metadata items.

2.6.1 Questionnaire Development

Developing questionnaires and ensuring there is a logical flow of content, clear notation of expected skip patterns, possible internal logic checks if the questionnaires are to be computer assisted for respondents or interviewers, and instructions and assistance for respondents and interviewers.

2.6.2 Assessment Development

Assessment development for cross-sectional and longitudinal panel studies.

2.7 Cognitive Labs and Focus Groups

Provision of support in the piloting or testing of new survey and assessment items, included by not limited to open-ended or “constructed response” cognitive items, new data collection formats and modes, and other assessment, survey, or evaluation materials.

Category 3: Communications and Outreach

IES requires support for communications activities to include strategic communications oversight, external communications support, and internal communications support. The activities defined in the following sections are reflective of the work required to support IES’ mission goals.

3.1 Communications Planning and Management

3.1.1 Communications Planning

Drafting and updating Communications Management Office (CMO) policies, procedures, and guidelines as needed. Work may also include proactively identifying ways to promote IES products through multi-channel communications strategies (for example, web content, blogs, social media, email, and other media) as well as using audience and user analytics and research to inform and pilot communications strategies.

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3.1.2 Communications Management

Conducting day-to-day functions of a new Communications Management Office (CMO), tracking IES communications in a centralized manner, and supporting strategic communications initiatives and events. Work may also include brand research and development, brand focus groups and workshops, providing branding recommendations, drafting brand guidelines, creating templates, style guides, and performing audits of communications content for brand impact and compliance.

3.2 External and Internal Communications Content

3.2.1 Content Development and Editorial Support

Creating, reviewing, editing, publishing, and monitoring the impact of external and internal communications content. All applicable content must be Section 508 compliant, and this work also includes Section 508 compliance reviews on existing content.

3.2.2 Public and Media Relations

Executing public and media relations campaigns, including support for press outreach.

3.2.3 Graphic Design

Formatting, editing, and providing graphics for all applicable IES products. All graphic design provided must be in alignment with IES’ communications strategy and guidelines. This work includes designing digital products, including Section 508 compliance.

3.2.4 Social Media

Developing social media content, social media campaigns, and the application of social media analytics to measure success and track progress for the CMO, including newsletters.

Category 4: Recruitment

IES requires support to recruit educational entities and groups traditionally underrepresented in education research on a national and international scale. The activities defined in the following sections are reflective of the work required to support IES’ mission goals.

4.1 Recruitment for Education Sciences Activities

Assistance in the identification and recruitment of participants for IES-sponsored programs, surveys, and other education data collection activities. Recruitment targets include postsecondary institutions, professional organizations, schools, state and local education

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agencies, public or private enterprises, as well as the entire national adult population or subsets thereof (e.g., rural, urban, or prison populations) to identify and recruit study participants to respond to surveys, participate in evaluations, and participate in other data collection activities concerning topics related to educational settings, as requested by individual IES Centers and divisions.

4.2 State Coordinators Recruitment Center

Support to establish, maintain, and manage a national recruitment center to work with applicable stakeholders at the state and local level, as well as private organizations.

4.3 Centralized Contact List

Support in developing and maintaining a centralized contact list of stakeholders that includes, but is not limited to, schools, school districts, state education agencies, institutions of higher education, and dioceses for IES outreach purposes.

4.4 Diversity, Equity, Inclusion, and Accessibility (DEIA) Initiatives

Support for DEIA initiatives, to include training and professional development, strategic planning, data collection and analysis, grants management support, administrative and logistical support, and outreach and communications support.

Category 5: IES Operational Support

IES requires general mission support to enable ongoing functions across the IES. The activities defined in the following sections are reflective of the work required to support IES’ mission goals.

5.1 Project Management Support

5.1.1 Project Program Integration and Coordination

Coordinating work for multiple aspects of research project work (e.g., surveys, assessments, and evaluation data collection) when multiple vendors are developing separate components of the project.

5.1.2 Business Case Quality Management Support

Technical project management of specified IES IT investment planning, processes, and performance reporting (e.g., the Sample Surveys Division Information Technology Investment

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Management (ITIM) Quality Assurance/Quality Control Support contract) to ensure that IES IT investments are well-monitored, accurate, and that they experience continuous improvement.

5.1.3 Institutional Monitoring and Modernization Activities

Provision of institutional monitoring to understand how IES work is being conducted; provision of expert advice on institutional management, organization, and practices; and development and implementation of approaches to improve and modernize IES operations.

5.1.4 Compliance Support

Ensuring compliance with federally legislated or administratively determined mandates (e.g., the

Education Sciences Reform Act, Evidence Act, Federal Statistical Directive 4, IES public access policy) and the provision of compliance tracking support.

5.2 Logistics Support

5.2.1 Event Planning and Support

This includes the provision of full logistical elements to plan, support, promote, and implement

Government-sponsored meetings, conferences, and other engagements as applicable, as well as facilitate government representation at meetings, conferences, and other engagements (e.g., through booths, displays, and exhibits).

5.2.2 Help Desk Support

Support to respond to requests for information about IES studies, data, and products from the public, other ED staff, or federal agencies. This includes, but is not limited to, providing information about IES products via e-mail, telephone, or regular mail; and, on an as-needed basis, providing special tabulations.

Other Direct Costs, Order-Level Materials, and Information

Technology

Other Direct Costs and other Order Level Materials are considered within the scope of this requirement if they are provided in support of work associated with any of the scope categories.

In addition to Other Direct Costs or other Order Level Materials, work that requires…