91990023R0004 SF1449.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.

DATED . 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

91990023R0004

Aayush (Ash) Kapur aayush.kapur@ed.gov 202-245-7765

1:00 PM ET

541511 see continuation page for line item details.

See Schedule

NOV 04, 2022

Please

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

91990023R0004

Table of Contents

SECTION C DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C.1 Performance Work Statement (PWS)

SECTION E INSPECTION AND ACCEPTANCE

E.1 52.246-5 INSPECTION OF SERVICES--COST-REIMBURSEMENT (APR 1984)

SECTION F DELIVERIES OR PERFORMANCE

F.1 52.242-15 I STOP-WORK ORDER (AUG 1989)--ALTERNATE I (APR 1984)

SECTION G CONTRACT ADMINISTRATION DATA

G.1 3452.201-70 CONTRACTING OFFICER`s REPRESENTATIVE (COR) (MAY 2011)

G.2 306-1cINVOICE AND CONTRACT FINANCING REQUESTS SUBMISSION - IPP (MAY 2018)

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

H.7 3452.227-71 ADVERTISING OF AWARDS (MAY 2011)

H.8 3452.227-72 USE AND NON-DISCLOSURE AGREEMENT (MAY 2011)

H.9 3452.227-73 LIMITATIONS ON THE USE OR DISCLOSURE OF GOVERNMENT-FURNISHED INFORMATION MARKED WITH

RESTRICTIVE LEGENDS (MAY 2011)

H.10 3452.228-70 REQUIRED INSURANCE (MAY 2011)

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

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

H.13 3452.242-71 NOTICE TO THE GOVERNMENT OF DELAYS (MAY 2011)

H.14 3452.242-73 ACCESSIBILITY OF MEETINGS, CONFERENCES, AND SEMINARS TO PERSONS WITH DISABILITIES

(MAY 2011)

H.15 3452.247-70 FOREIGN TRAVEL (MAY 2011)

H.16 31.205.70FOOD COSTS

H.17 31.205.71TRAVEL COSTS

H.18 3452.202-1 DEFINITIONS--DEPARTMENT OF EDUCATION (MAY 2011)

H.19 3452.227-70 PUBLICATION AND PUBLICITY (MAY 2011)

H.20 3452.239-72 DEPARTMENT SECURITY REQUIREMENTS (MAY 2011)

H.21 3452.243-70 KEY PERSONNEL (MAY 2011)

H.22

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 52.203-7ANTI-KICKBACK PROCEDURES (JUN 2020)

I.6 52.203-8 CANCELLATION, RESCISSION, AND RECOVERY OF FUNDS FOR ILLEGAL OR IMPROPER ACTIVITY (MAY

2014)

I.7 52.203-10 PRICE OR FEE ADJUSTMENT FOR ILLEGAL OR IMPROPER ACTIVITY (MAY 2014)

I.8 52.203-12LIMITATION ON PAYMENTS TO INFLUENCE CERTAIN FEDERAL TRANSACTIONS (JUN 2020)

I.9 52.203-13CONTRACTOR CODE OF BUSINESS ETHICS AND CONDUCT (NOV 2021)

PAGE 3 OF 105 91990023R0004

I.10 52.203-19 PROHIBITION ON REQUIRING CERTAIN INTERNAL CONFIDENTIALITY AGREEMENTS OR STATEMENTS

(JAN 2017)

I.11 52.204-4 PRINTED OR COPIED DOUBLE-SIDED ON POSTCONSUMER FIBER CONTENT PAPER (MAY 2011)

I.12 52.204-9 PERSONAL IDENTITY VERIFICATION OF CONTRACTOR PERSONNEL (JAN 2011)

I.13 52.204-10REPORTING EXECUTIVE COMPENSATION AND FIRST-TIER SUBCONTRACT AWARDS (JUN 2020)

I.14 52.204-13SYSTEM FOR AWARD MANAGEMENT MAINTENANCE (OCT 2018)

I.15 52.204-14 SERVICE CONTRACT REPORTING REQUIREMENTS (OCT 2016)

I.16 52.209-6PROTECTING THE GOVERNMENT`S INTEREST WHEN SUBCONTRACTING WITH CONTRACTORS DEBARRED, SUSPENDED, OR PROPOSED FOR DEBARMENT (NOV 2021)

I.17 52.209-9 UPDATES OF PUBLICLY AVAILABLE INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT 2018) 56

I.18 52.209-10 PROHIBITION ON CONTRACTING WITH INVERTED DOMESTIC CORPORATIONS (NOV 2015)

I.19 52.210-1MARKET RESEARCH (NOV 2021)

I.20 52.215-2AUDIT AND RECORDS--NEGOTIATION (JUN 2020)

I.21 52.215-8 ORDER OF PRECEDENCE--UNIFORM CONTRACT FORMAT (OCT 1997)

I.22 52.215-10 PRICE REDUCTION FOR DEFECTIVE CERTIFIED COST OR PRICING DATA (AUG 2011)

I.23 52.215-11PRICE REDUCTION FOR DEFECTIVE CERTIFIED COST OR PRICING DATA--MODIFICATIONS (JUN

2020)

I.24 52.215-13SUBCONTRACTOR CERTIFIED COST OR PRICING DATA--MODIFICATIONS (JUN 2020)

I.25 52.215-23LIMITATIONS ON PASS-THROUGH CHARGES (JUN 2020)

I.26 52.216-7 ALLOWABLE COST AND PAYMENT (AUG 2018)

I.27 52.216-8 FIXED FEE (JUN 2011)

I.28 52.219-4NOTICE OF PRICE EVALUATION PREFERENCE FOR HUBZONE SMALL BUSINESS CONCERNS (SEP 2021). 57

I.29 52.219-8 UTILIZATION OF SMALL BUSINESS CONCERNS (OCT 2018)

I.30 52.219-9 IISMALL BUSINESS SUBCONTRACTING PLAN (NOV 2021)--ALTERNATE II (JUN 2020)

I.31 52.219-16LIQUIDATED DAMAGES--SUBCONTRACTING PLAN (SEP 2021)

I.32 52.219-28POST-AWARD SMALL BUSINESS PROGRAM REREPRESENTATION (SEP 2021)

I.33 52.222-2 PAYMENT FOR OVERTIME PREMIUMS (JUL 1990)

I.34 52.222-3 CONVICT LABOR (JUN 2003)

I.35 52.222-4 CONTRACT WORK HOURS AND SAFETY STANDARDS --OVERTIME COMPENSATION (MAY 2018)

I.36 52.222-17{52.222-17} [Reserved]

I.37 52.222-21 PROHIBITION OF SEGREGATED FACILITIES (APR 2015)

I.38 52.222-26 EQUAL OPPORTUNITY (SEPT 2016)

I.39 52.222-35EQUAL OPPORTUNITY FOR VETERANS. (JUN 2020)

I.40 52.222-36EQUAL OPPORTUNITY FOR WORKERS WITH DISABILITIES (JUN 2020)

I.41 52.222-37EMPLOYMENT REPORTS ON VETERANS (JUN 2020)

I.42 52.222-40 NOTIFICATION OF EMPLOYEE RIGHTS UNDER THE NATIONAL LABOR RELATIONS ACT (DEC 2010). 58

I.43 52.222-50COMBATING TRAFFICKING IN PERSONS (NOV 2021)

I.44 52.222-54EMPLOYMENT ELIGIBILITY VERIFICATION (MAY 2022)

I.45 52.223-6 DRUG-FREE WORKPLACE (MAY 2001)

I.46 52.223-18ENCOURAGING CONTRACTOR POLICIES TO BAN TEXT MESSAGING WHILE DRIVING (JUN 2020)

I.47 52.224-1 PRIVACY ACT NOTIFICATION (APR 1984)

I.48 52.224-2 PRIVACY ACT (APR 1984)

I.49 52.224-3 PRIVACY TRAINING (JAN 2017)

I.50 52.225-13RESTRICTIONS ON CERTAIN FOREIGN PURCHASES (NOV 2021)

I.51 52.227-14 RIGHTS IN DATA--GENERAL (MAY 2014)

I.52 52.227-17 RIGHTS IN DATA--SPECIAL WORKS (DEC 2007)

I.53 52.228-7 INSURANCE--LIABILITY TO THIRD PERSONS (MAR 1996)

I.54 52.230-2COST ACCOUNTING STANDARDS (JUN 2020)

I.55 52.230-3DISCLOSURE AND CONSISTENCY OF COST ACCOUNTING PRACTICES (JUN 2020)

I.56 52.230-6 ADMINISTRATION OF COST ACCOUNTING STANDARDS (JUN 2010)

I.57 52.232-1 PAYMENTS (APR 1984)

PAGE 4 OF 105 91990023R0004

I.58 52.232-9 LIMITATION ON WITHHOLDING OF PAYMENTS (APR 1984)

I.59 52.232-11 EXTRAS (APR 1984)

I.60 52.232-17 INTEREST (MAY 2014)

I.61 52.232-18 AVAILABILITY OF FUNDS (APR 1984)

I.62 52.232-20 LIMITATION OF COST (APR 1984)

I.63 52.232-22 LIMITATION OF FUNDS (APR 1984)

I.64 52.232-23 ASSIGNMENT OF CLAIMS (MAY 2014)

I.65 52.232-25 PROMPT PAYMENT (JAN 2017)

I.66 52.232-33 PAYMENT BY ELECTRONIC FUNDS TRANSFER--SYSTEM FOR AWARD MANAGEMENT (OCT 2018)

I.67 52.232-39 UNENFORCEABILITY OF UNAUTHORIZED OBLIGATIONS (JUNE 2013)

I.68 52.232-40PROVIDING ACCELERATED PAYMENTS TO SMALL BUSINESS SUBCONTRACTORS (NOV 2021)

I.69 52.233-1 I DISPUTES (MAY 2014)--ALTERNATE I (DEC 1991)

I.70 52.233-3 I PROTEST AFTER AWARD (AUG 1996)--ALTERNATE I (JUN 1985)

I.71 52.233-4 APPLICABLE LAW FOR BREACH OF CONTRACT CLAIM (OCT 2004)

I.72 52.239-1 PRIVACY OR SECURITY SAFEGUARDS (AUG 1996)

I.73 52.242-1 NOTICE OF INTENT TO DISALLOW COSTS (APR 1984)

I.74 52.242-3PENALTIES FOR UNALLOWABLE COSTS (SEP 2021)

I.75 52.242-4 CERTIFICATION OF FINAL INDIRECT COSTS (JAN 1997)

I.76 52.242-5 PAYMENTS TO SMALL BUSINESS SUBCONTRACTORS (JAN 2017)

I.77 52.242-13 BANKRUPTCY (JUL 1995)

I.78 52.244-2 ISUBCONTRACTS (JUN 2020)--ALTERNATE I (JUN 2020)

I.79 52.244-5 COMPETITION IN SUBCONTRACTING (DEC 1996)

I.80 52.246-25 LIMITATION OF LIABILITY--SERVICES (FEB 1997)

I.81 52.249-6 TERMINATION (COST-REIMBURSEMENT) (MAY 2004)

I.82 52.249-14 EXCUSABLE DELAYS (APR 1984)

I.83 52.253-1 COMPUTER GENERATED FORMS (JAN 1991)

I.84 3452.202-1 DEFINITIONS--DEPARTMENT OF EDUCATION (MAY 2011)

I.85 3452.208-71 PRINTING (MAY 2011)

I.86 3452.208-72 PAPERWORK REDUCTION ACT (MAY 2011)

I.87 3452.209-71 CONFLICT OF INTEREST (MAY 2011)

I.88 3452.224-70 RELEASE OF INFORMATION UNDER THE FREEDOM OF INFORMATION ACT (MAY 2011)

I.89 3452.224-72 RESEARCH ACTIVITIES INVOLVING HUMAN SUBJECTS (MAY 2011)

I.90 3452.227-71 ADVERTISING OF AWARDS (MAY 2011)

I.91 3452.227-72 USE AND NON-DISCLOSURE AGREEMENT (MAY 2011)

I.92 3452.227-73 LIMITATIONS ON THE USE OR DISCLOSURE OF GOVERNMENT-FURNISHED INFORMATION MARKED WITH

RESTRICTIVE LEGENDS (MAY 2011)

I.93 3452.232-70 LIMITATION OF COST OR FUNDS (MAY 2011)

I.94 3452.237-71 OBSERVANCE OF ADMINISTRATIVE CLOSURES (MAY 2011)

I.95 3452.239-70 INTERNET PROTOCOL VERSION 6 (MAY 2011)

I.96 3452.242-70 LITIGATION AND CLAIMS (MAY 2011)

I.97 3452.242-71 NOTICE TO THE GOVERNMENT OF DELAYS (MAY 2011)

I.98 3452.242-73 ACCESSIBILITY OF MEETINGS, CONFERENCES, AND SEMINARS TO PERSONS WITH DISABILITIES

(MAY 2011)

I.99 52.203-17CONTRACTOR EMPLOYEE WHISTLEBLOWER RIGHTS AND REQUIREMENT TO INFORM EMPLOYEES OF

WHISTLEBLOWER RIGHTS (JUN 2020)

I.100 52.204-7 SYSTEM FOR AWARD MANAGEMENT (OCT 2018)

I.101 52.204-21BASIC SAFEGUARDING OF COVERED CONTRACTOR INFORMATION SYSTEMS (NOV 2021)

I.102 52.204-23PROHIBITION ON CONTRACTING FOR HARDWARE, SOFTWARE, AND SERVICES DEVELOPED OR PROVIDED

BY KASPERSKY LAB AND OTHER COVERED ENTITIES (NOV 2021)

I.103 52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT 2018)

I.104 52.215-12SUBCONTRACTOR CERTIFIED COST OR PRICING DATA (JUN 2020)

PAGE 5 OF 105 91990023R0004

I.105 52.216-1 TYPE OF CONTRACT (APR 1984)

I.106 52.217-5 EVALUATION OF OPTIONS (JUL 1990)

I.107 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

I.108 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

I.109 52.227-1AUTHORIZATION AND CONSENT (JUN 2020)

I.110 52.227-2NOTICE AND ASSISTANCE REGARDING PATENT AND COPYRIGHT INFRINGEMENT (JUN 2020)

I.111 52.227-11 PATENT RIGHTS--OWNERSHIP BY THE CONTRACTOR (MAY 2014)

I.112 52.243-2 I CHANGES--COST-REIMBURSEMENT (AUG 1987)--ALTERNATE I (APR 1984)

I.113 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

I.114 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

I.115 52.252-6AUTHORIZED DEVIATIONS IN CLAUSES (NOV 2020)

I.116 3452.209-70 CONFLICT OF INTEREST CERTIFICATION (MAY 2011)

I.117 3452.239-72 DEPARTMENT SECURITY REQUIREMENTS (MAY 2011)

I.118 3452.239-73 FEDERAL DESKTOP CORE CONFIGURATION (FDCC) COMPATIBILITY (MAY 2011)

I.119 3452.243-70 KEY PERSONNEL (MAY 2011)

I.120 52.239-70ACCESS TO CONTRACTOR AND SUBCONTRACTOR INFORMATION SYSTEMS AND RELATED

I.121 306-1cINVOICE AND CONTRACT FINANCING REQUESTS SUBMISSION - IPP (MAY 2018)

I.122 306-8CONTRACT ADMINISTRATOR (FEB 1985)

I.123 3452.204-71 DEVIATION (JUN 2021)Notice to Offerors of Department Contractor Security Vetting

Requirements (DEVIATION) (JUN 2021)

I.124 3452.239-71 DEVIATION (JUN 2021)Notice to Offerors of Department Security and Privacy

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

SECTION J LIST OF ATTACHMENTS

J.1 309-1aLIST OF ATTACHMENTS

SECTION K REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF OFFERORS

K.1 52.203-11 CERTIFICATION AND DISCLOSURE REGARDING PAYMENTS TO INFLUENCE CERTAIN FEDERAL

TRANSACTIONS (SEP 2007)

K.2 52.204-17OWNERSHIP OR CONTROL OF OFFEROR (AUG 2020)

K.3 52.204-19 INCORPORATION BY REFERENCE OF REPRESENTATIONS AND CERTIFICATIONS (DEC 2014)

K.4 52.209-2 PROHIBITION ON CONTRACTING WITH INVERTED DOMESTIC CORPORATIONS-REPRESENTATION (NOV

2015)

K.5 52.222-38 COMPLIANCE WITH VETERANS` EMPLOYMENT REPORTING REQUIREMENTS (FEB 2016)

K.6 52.225-25PROHIBITION ON CONTRACTING WITH ENTITIES ENGAGING IN CERTAIN ACTIVITIES OR TRANSACTIONS

RELATING TO IRAN--REPRESENTATION AND CERTIFICATIONS (JUN 2020)

K.7 52.204-5 WOMEN-OWNED BUSINESS (OTHER THAN SMALL BUSINESS) (OCT 2014)

K.8 52.204-8ANNUAL REPRESENTATIONS AND CERTIFICATIONS (MAY 2022)

K.9 52.209-5CERTIFICATION REGARDING RESPONSIBILITY MATTERS (AUG 2020)

K.10 52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT 2018)

K.11 52.225-20 PROHIBITION ON CONDUCTING RESTRICTED BUSINESS OPERATIONS IN SUDAN--CERTIFICATION (AUG

2009)

K.12 52.230-1COST ACCOUNTING STANDARDS NOTICES AND CERTIFICATION (JUN 2020)

K.13 52.230-7 PROPOSAL DISCLOSURE -- COST ACCOUNTING PRACTICE CHANGES (APR 2005)

K.14 52.252-6AUTHORIZED DEVIATIONS IN CLAUSES (NOV 2020)

K.15 3452.209-70 CONFLICT OF INTEREST CERTIFICATION (MAY 2011)

SECTION L INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

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

L.2 52.215-1 IINSTRUCTIONS TO OFFERORS--COMPETITIVE ACQUISITION (NOV 2021)--ALTERNATE I (OCT 1997) 87

PAGE 6 OF 105 91990023R0004

L.3 52.215-20REQUIREMENTS FOR CERTIFIED COST OR PRICING DATA AND DATA OTHER THAN CERTIFIED COST

OR PRICING DATA (NOV 2021)

L.4 52.215-22 LIMITATIONS ON PASS-THROUGH CHARGES -- IDENTIFICATION OF SUBCONTRACT EFFORT (OCT

2009)

L.5 52.222-46 EVALUATION OF COMPENSATION FOR PROFESSIONAL EMPLOYEES (FEB 1993)

L.6 52.216-1 TYPE OF CONTRACT (APR 1984)

L.7 52.233-2 SERVICE OF PROTEST (SEP 2006)

L.8 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

L.9 3452.239-71 NOTICE TO OFFERORS OF DEPARTMENT SECURITY REQUIREMENTS (MAY 2011)

L.10 Instructions to Offerors

SECTION M EVALUATION FACTORS FOR AWARD

M.1 Evaluation Criteria

PAGE 7 OF 105 91990023R0004

SECTION C

DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C.1 Performance Work Statement (PWS)

PAGE 8 OF 105 91990023R0004

Education Resources Information Center (“ERIC”) Performance Work Statement

Purpose

The Institute of Education Sciences (“IES”) in the Department of Education (the “Department”) seeks to contract with a vendor or team of vendors to operate and make continuous improvements to the usefulness and usability of the Education Resources Information Center (ERIC). ERIC is an online bibliographic and full-text digital library of education research, including journal articles and non-journal materials. The role of the ERIC contractor is to generate the metadata for the database that underlies the ERIC website, create documentation about the metadata and website, and to communicate with ERIC users. The ERIC website is developed, maintained, and hosted by separate contracts and are outside of the scope of this requirement.

The mission of ERIC is to provide broad access to education research in a user-friendly, timely, and efficient manner. ERIC provides these services to schools, institutions of higher education, educators (including early childhood educators), parents, administrators, policymakers, researchers, public and private entities (including providers of early childhood services), entities responsible for carrying out technical assistance through the Department, and the general public.

ERIC has sought to accomplish this mission through the development and maintenance of a comprehensive, searchable, Internet-based library of bibliographic references and associated full-text, when such text is freely available.

The ERIC database currently contains 1.9 million bibliographic records and more than 385,000 full-text materials. Each ERIC bibliographic record contains an abstract of a journal article or non-journal document (e.g., technical report, conference paper), along with indexed information such as author, title, and publication date.

A government-sponsored website, https://eric.ed.gov, provides free access to the ERIC digital library. ERIC’s metadata are made available for vendors and the public through the Downloads section of the ERIC website: https://eric.ed.gov/?download and through an API:

https://eric.ed.gov/?api. Various subscription services and freely available Internet search engines provide access to ERIC by redistributing ERIC metadata.

Acquisition agreements with journal publishers and education membership associations, education organizations, universities, state education agencies, and other sources of non-journal materials provide source materials for the ERIC digital library. All work indexed in ERIC must be in scope of the ERIC Selection Policy, found at https://eric.ed.gov/?selection. The list of approved journals is listed here: https://eric.ed.gov/?journals and the approved non-journal sources are listed here: https://eric.ed.gov/?nonjournals.

The ERIC database contains citations included in the digital library and is updated weekly.

Approximately 4,000 new entries are added per month. ERIC indexes over 1,276 journals. In

PAGE 9 OF 105 91990023R0004

addition, ERIC includes 719 sources of “grey literature” (materials not published by commercial publishers). Individual authors are invited to contribute their full-text documents, abstracts, and bibliographic data to ERIC through an online submission system; these documents are considered for inclusion in the ERIC database if they meet the guidelines set forth in the ERIC Selection Policy.

Over 12 million users search ERIC every year. Currently, users can search for resources using the well-developed ERIC Thesaurus (a controlled vocabulary of descriptors) and a variety of search limiters. Users can refine their search by author, audience, source, education level, publication type, peer review status, and the availability of full text.

The website is hosted in the IES Data Center and maintained by the IES Web Support contract.

The ERIC contractor is responsible for creating the records to support the database that underlies the website. The contractor is not responsible for posting records to the website or making changes to the website.

The period of performance for the contemplated contract is 60 months. The contract may start with an optional 3-month transition-in period followed by one 9-month base period of performance or may have a 12-month base period of performance. There will then be four 12-month option years and several optional tasks. Optional subtask 14.1 has a non-severable 24-month period of performance. If that subtask is awarded, the contactor would continue to work on that task even if the core tasks in the option year were not exercised.

Authorizing Legislation

Section 172 (a) 3 of Public Law 107-279, the Education Sciences Reform Act of 2002 (ESRA), which creates IES, requires that the Commissioner for the National Center for Education Evaluation and Regional Assistance “make … information accessible in a user-friendly, timely, and efficient manner (including through the use of a searchable Internet-based online database)… ” Section 172 (b) 1 of the Act also requires the Commissioner to “ensure that information [is] disseminated ... in a cost-effective, non-duplicative manner.”

Section 172 of ESRA specifies that dissemination include information on closing the achievement gap, education practices that improve academic achievement and promote learning, and topics that were covered by the former ERIC clearinghouses: adult, career, and vocational education; community colleges; assessment and evaluation; higher education; teaching and teacher education; information and technology; counseling and student services; educational management; elementary and early childhood education; reading, English, and communication;

science, mathematics, and environmental education; social studies/social science education; rural education and small schools; urban education; disabilities and gifted education; and languages and linguistics.

According to Section 172 of ESRA, the information must be accessible “to schools, institutions of higher education, educators (including early childhood educators), parents, administrators, policymakers, researchers, public and private entities (including providers of early childhood

PAGE 10 OF 105 91990023R0004

services), entities responsible for carrying out technical assistance through the Department, and the general public.”

Scope of Work

ERIC's mission is to select, index, and make quality education research widely available and searchable through a user-friendly website. This supports the mission of IES to provide scientific evidence on which to ground education practice and policy and to share this information in formats that are useful and accessible to educators, parents, policymakers, researchers, and the public. Unless otherwise specified, all days in the PWS are business days, not calendar days.

Task 1: Management and Reporting (Firm-Fixed-Price):

1.1. Kickoff Meeting (Base year only). Within the first 2 business days after the contract start date, up to three individuals, including the director and deputy director, shall arrange for a kickoff meeting with the Department to discuss details regarding the tasks outlined in the proposal, scheduling activities, the transition process, and other issues related to the contract.

The meeting will be held via conference call. The contractor shall provide an agenda for the meeting the day before the meeting. Within 5 business days following the meeting, the contractor shall prepare a memo summarizing the key issues and concerns raised at the meeting and how each will be addressed. The memo also shall document key decisions made at the meeting, as well as any specific technical directions provided by the Contracting Officer’s Representative

(“COR”).

Deliverables:

Agenda for kickoff meeting—1 business day before the meeting Summary of kickoff meeting—5 business days after meeting

1.2. Transition-in Materials (optional, base year only). The contract is intended to be awarded with a transition-in period of up to 90 calendar days that ends on April 23, 2023. This is optional and will be awarded at the government’s discretion.

During the transition period the contractor is responsible for ensuring that staff has adequate security clearances and permissions to access the Education Literature Validation Information System (“ELVIS”) processing application. The ELVIS application is a workflow system housed in the IES Data Center. All ERIC content is uploaded into the application and all ERIC records are created using the application. A description of the application is attached in Appendix A.

During the transition period, the staff shall be adequately trained in the application to meet the metrics specified in Task 4.

Within 2 business days of contract award the contractor shall submit a request to IES to initiate any staff that do not have security clearances and a request to validate staff members that have existing clearances. These requests shall be in the format specified in the Contractor Employee Security Screening Requirements section of the PWS. Once initiated, staff will have 5 business days to complete all paperwork and return to the COR. The COR will notify the project director

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when the packages have been accepted by the Security Office in the National Center for Education Statistics (“NCES”) and individuals are authorized to have an ELVIS account.

Within 15 business days of the awarding of this task, the contractor shall prepare a transition in memo that uses the dates specified in the current ERIC contractor’s transition out memo as a basis for the transition (attached to the solicitation). The memo shall document the timeline for each transition activity and responsible parties. The transition activities include, but are not limited to, gaining possession of the following Government Furnished Property (“GFP”) and arranging storage in a climate-controlled facility:

Electronic bibliographic database files, 1996 –2023 Magnetic 4MM DDS-1 DAT tapes with bibliographic database records, 1966 – 2023, https://eric.ed.gov;

Microfiche archive of full-text non-journal documents and authorizations for ERIC dissemination, 1966 – 2003 (approximately 587 cubic feet);

Copies of ERIC Thesaurus, including electronic files;

Electronic files of ERIC authorization agreements; and Other working documents used to train/guide ERIC staff in selecting, abstracting or indexing documents for the ERIC database or maintaining quality control or usability of the ERIC database.

The contractor is responsible for ensuring all staff is adequately trained and has appropriate access to begin accessing the ELVIS system by April 24, 2023. The contractor is expected to meet the processing requirements outlined in Task 4 at the end of the transition period. The contractor shall submit a memo no later than April 21, 2023 confirming that the transition is complete.

Deliverables:

Request for initiation and validation—2 business days after contract award Transition in memo—21 days after contract award Transition completion memo—no later than April 21, 2023

1.3. Biweekly Meetings. The project director and other staff that the project director deems necessary shall meet with the COR and other appropriate Department staff via biweekly conference calls. The purpose of the meetings is to brief the Department on progress and challenges related to the tasks in this contract. The Contractor shall send a meeting summary to the COR within 5 business days after the meeting is complete.

In addition, the Contractor shall be available for meetings to address unexpected issues that arise during the contract period. These meetings may occur on an as-needed basis at the request of the COR or the Contractor and will take place via conference call. The contractor should assume one meeting a week in the first six months of the contract and approximately one meeting per month thereafter. All meetings shall be remotely via conference call or video call.

Deliverables:

Summary of biweekly meeting—5 business days after each meeting

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1.4. Monthly Report. The contractor shall submit a monthly report that summarizes progress made in each task and subtask, and shall specifically include the metrics specified in the tasks below and listed in Appendix B. The report shall highlight progress made and any challenges faced. In addition, the monthly report shall include proposed work and expected challenges for the next month.

Contractor shall provide data on earned value in a specific format specified in Appendix C. Any deviations in schedule or cost shall be fully explained in the risk register. Additionally, the monthly report shall include the IT reporting sheet and the contractor personnel listing using the templates provided in the solicitation. Because IES reports on earned value as part of a combined business case with the What Works Clearinghouse and National Library of Education, the contractor must follow IES guidance on IT reporting.

The contractor shall submit the report on the sixth business day of every month for the duration of the contract and shall be prepared to discuss it in the next biweekly call with the COR.

Deliverables:

Monthly report—6th business day of every month

1.5. Creation of IT Reporting Materials. Within 4 weeks of contract award or the start of an option year, the contractor shall submit work breakdown structure of all deliverables, down to the individual personnel level for time and materials deliverables, in Microsoft Project format, a 2-3 page overview of the quality management plan, and a 2-3 page overview of the risk management plan. Guidance for these documents is provided in Appendices D and E.

Deliverables:

Work Breakdown Structure—4 weeks after contract award Quality Management Plan—4 weeks after contract award Risk Management Plan —4 weeks after contract award

Task 2: Propose Revisions to the Selection Policy (Optional, Time & Materials). The ERIC Selection Policy establishes the standards and criteria for selecting materials for inclusion in the ERIC collection. It states broad collection goals and defines the standards and criteria required of approved sources and individual materials in the ERIC digital library. The purpose of the selection policy is to provide consistency in the approach for reviewing and selecting sources and individual items, and clearly communicates policy and process to staff, users, publishers, and individual submitters of material.

In consultation with external experts, the contractor shall review the existing ERIC Selection Policy, including its policy for user-submitted materials, and make any recommendations for changes. The review should look at research cited by IES authors, including works funded by IES and studies reviewed by the What Works Clearinghouse (“WWC”). The contractor shall ensure that the Selection Policy is sufficiently broad to index the types of materials that IES authors routinely cite but narrow enough to allow for a focused collection. Within 6 months of task award, the contractor shall submit a memo describing its review of the Selection Policy, PAGE 13 OF 105 91990023R0004 with a rationale for any needed changes and proposed revisions. Upon the COR’s approval, the contractor shall produce a visually engaging 508 compliant update to the Selection Policy for the ERIC website. The contractor shall also develop communications materials for the update, including a newsflash, social media posts, and a webinar or video. The COR approval of the contractor’s proposed recommendations is required before implementation.

Deliverables:

Memo describing the review of Selection policy—6 months after contract award Updated Selection Policy—as agreed to with the COR Communications Materials—as agreed to with the COR

Task 3: Source Selection (Firm-Fixed-Price)

3.1. Review and propose source materials for inclusion in ERIC. Twice per year, the contractor shall complete a source selection review. During this process the contractor shall evaluate the sources that it currently indexes to determine which agreements need updating (e.g.

if a journal switches publishers) and which sources that are currently approved for indexing should be discontinued (e.g. the journal has been discontinued or no longer meets the selection policy) or moved to be inactive (e.g. the journal is not currently publishing, but may resume publishing in the future).

The contractor shall also review new sources for inclusion in ERIC. In selecting sources, the contractor shall consider the criteria in the ERIC Selection Policy. The contractor shall assume that approximately 50 titles/sources (+/- 10 titles/sources) will be reviewed in each source selection review and shall propose a set of sources that produce enough content for the contractor to meet the indexing requirements listed in Task 4. The contractor must balance the expected volume of content to ensure that there is not a backlog in indexing content.

On March 15th and September 15th of each year, or the closest business day to those days, the contractor shall send a spreadsheet with three lists: recommendations for new sources, recommendations to update existing agreements, and recommendations of sources to no longer index in the collection. The COR will review each change and provide written feedback. Within 3 weeks of receiving COR feedback, the contractor shall then submit an updated Journals and Non-Journals list in the form of a 508 compliant PDF and tracked changed Word document within 4 weeks of COR sending out approved addenda and agreements (see subtask 3.2).

Deliverables:

Source Selection Recommendations—March 15th and September15th List of approved sources-- within 4 weeks of the COR sending agreements, twice per year

3.2 Develop agreements for new sources. Within 3 weeks of receiving COR feedback on proposed source changes, the contractor shall send the COR the following 1) new addenda to add new titles to existing publishers, 2) ERIC agreements for publishers not currently under agreement, and 3) a list of contact information for each source. The agreements and addenda

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shall be in the established ERIC format and shall require the contractor to input the name and address of the publisher and the titles selected to index.

Deliverables:

Agreements, addenda, and contact information for new sources—within 3 weeks of COR feedback

3.3. Managing the Agreement Management System. The Agreement Management System (“AMS”) is a part of the ELVIS tool that contains a copy of all agreements and addenda signed by publishers in ERIC and their contact information. The contractor shall also be responsible for updating the AMS when publisher information changes and when non-journal sources are approved to be marked as peer reviewed within 2 business days of receiving a countersigned agreement. The COR will send the agreements prepared under Subtask 3.2 to publishers with a carbon copy to the eric@ed.gov email address. When a publisher returns an agreement, the COR will countersign and return the agreement to the publisher, with a carbon copy to eric@ed.gov.

The contractor shall manage the eric@ed.gov email box and ensure that all agreements and addenda were sent correctly. The contractor shall then take any countersigned agreements and attach them to the AMS within 2 business days. A summary of activities under this subtask shall be reported in the monthly report.

Task 4: Index Materials in ERIC (Firm-Fixed-Price). The contractor shall provide the staffing and software capacity to process and publish 4,200 records (journal and non-journal) per month, as approved in Subtask 3.1. Some variance from month to month is acceptable, as long as the contractor publishes at least 3,800 records a month and 50,400 per year. The contractor shall use an indexing team to develop and operate the daily workflow of processing of materials.

Records shall be created using the ELVIS processing software and will be transmitted to the Department to be published at https://eric.ed.gov at the end of each workday. A demo of ELVIS can be found here. ELVIS uses a combination of computer aided indexing and manual indexing to create metadata for journal and non-journal sources. While the contractor may propose changes in approach and enhance ELVIS under Task 10, the contractor is expected to meet the service level agreement and use the existing software until any enhancements are proposed, approved, and implemented.

The contractor shall start processing workflow documents at the end of the transition period stated in Task 1. Through Task 3.1, contractor shall ensure that there is not a backlog of records and content is indexed in ERIC within 30 days of the content being transmitted from the publisher or within 30 days of being scheduled to be processed based on the schedule described in Subtask 4.1. In the monthly report described in Subtask 1.3, the contractor shall describe the number of records published by week and the number of records yet to be processed.

4.1. Acquire content to index. The contractor shall acquire 4,200 records per month of education literature in sources under agreement with ERIC. Currently, most of the collection, 61%, is acquired by the ERIC team visiting publishers’ websites to download existing content in PDF form. This is currently done via a manual process and the contractor may propose alternate

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approaches that are more efficient. Until an alternate approach is proposed, approved, and implemented, the contractor is expected to meet the service level agreement and use the existing approach.

Additionally, 34% of the content is sent by the publisher via secure FTP. Of that content, 23% is sent as only XML, 10% is sent as only PDFs, and 67% has PDFs and XML. ERIC also accepts content via email, an option used for about 4% of content, and online submission, which is used for approximately 1% of content. The proportion of content delivery may change slightly as new sources are approved and other sources are discontinued.

The ERIC contractor shall develop a schedule for when they will visit publishers’ websites to download new content. The contractor shall visit websites at least twice per year during times that the publisher has historically published new content. The contractor shall propose the most efficient way to gather the content in a timely fashion. The contractor shall include a list of the publishers visited in the monthly report and shall submit an annual schedule of publishers no later than August 15th of each year. Any updates to the schedule shall be submitted with the monthly report.

Deliverables:

Schedule of publishers to visit—August 15th

4.2 Index new content. The contractor shall index the content acquired in Task 4.1 on a regular basis using the ELVIS Processing System, as described in Appendix A. Work must be indexed within 30 days of being made available to the contractor through Task 4.1.

The contractor shall ensure that all applicable fields are complete and accurate, consistent with processing guidelines, and that Thesaurus terms are correctly applied. The contractor shall use the existing ERIC metadata specification and standards for processing library materials. The existing standards take into account widely used scientific and technical information frameworks and standards. Any changes to the existing ERIC model and specifications shall incorporate the following requirements and shall be approved by the COR before implementation.

All bibliographic records shall include abstracts, either written by the author or publisher or by the contractor. Approximately 10% of records include abstracts written or generated by ERIC.

Many of these abstracts use material in the document or the website that the document was obtained, as opposed to being written from scratch. Abstracts written by the contractor shall provide a summary and the conclusions of the individual journal article or non-journal material.

The contractor shall include information about the number of new ERIC records with author or publisher provided abstracts and ERIC created abstracts in the monthly report.

All content shall be scanned for readability prior to being posted to the ERIC website.

Unreadable PDFs may not be displayed on the ERIC website. Readability is defined as having 85% of the words on the machine-readable layer of the PDF being spelled correctly and matching the information on the visible layer. This is currently done through an automated process described here. The contractor may propose an alternate approach to processing that are more efficient and will accurately achieve the stated objective in a more cost-efficient manner, PAGE 16 OF 105 91990023R0004 but are expected to use the current technology until alternate approaches can be proposed, approved, and implemented.

On weekly basis, the contractor shall submit requests to upload new records to the ERIC database through the ELVIS application. The IES Webmasters will load new records and the COR will review and approve prior to releasing to the live site. The contractor shall send a weekly email notifying the COR when new records are submitted to the Department.

Deliverables:

Email of new records-- weekly

Task 5. Quality Assurance (Firm-Fixed-Price). Content and data elements on the ERIC website shall be current and accurate, including database indexing and web links. Accurate data is essential to ensure that records are discoverable by users and to ensure that all content is regularly indexed in ERIC.

5.1. Sampling of Records and Sources. On a quarterly basis, the contractor shall arrange for an independent team to randomly sample at least 100 records created in the past quarter and 100 records created prior to 2018 to report the percentage of critical defects and data quality errors observed. The contractor shall ensure that this subtask is done by an independent team who did not create the records. The contractor shall propose an approach to sampling that is efficient and will accurately achieve the stated objective.

Critical defects negatively impact retrievability, and examples include misspelled or missing author names, source names, and citation errors. Data quality errors include missing or incorrect descriptors and identifiers; misspelled, duplicated, or incorrect abstracts, page numbers, publication date, etc.; and other similar errors.

Additionally, the contractor shall sample 20 sources per quarter to ensure that all content published within the past 5 years is available in ERIC and has been published to the website. If content has been missed, the contractor team shall index it under Task 4. The contractor team shall use the report for internal training purposes to help prevent errors in future records. The contractor may propose an approach to sampling that is efficient and will accurately achieve the stated objective in a more cost-efficient manner.

Deliverables:

Quality Assurance Report—January 10th, April 10th, July 10th, and October 10th

5.2. Fixing of Records. Each month the contractor shall make updates or changes to 50 ERIC records. This includes correcting any mistakes identified in Task 5.1 and any errors sent to the ERIC Help Desk. The errors may be errors made by the authors, such as failing to include a grant number or correcting missing information. If fewer than 50 mistakes are identified, the contractor shall work to update any broken direct links to publisher sites. This work shall be reported on as part of the monthly report.

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Task 6. Connecting IES Resources (Time & Materials). As part of an effort to connect IES resources, the ERIC contract shall work to identify and promote linkages between ERIC and https://ies.ed.gov. Through this work, the contractor shall identify new areas of source selection under Task 3.

6.1. Connecting ERIC and the What Works Clearinghouse (WWC). The WWC reviews studies of education research and relies on ERIC’s metadata to populate its database.

Approximately 70% of the studies reviewed by the WWC are currently indexed in ERIC. IES would like to ensure that ERIC indexes as many studies reviewed by the WWC as possible.

On a monthly basis the WWC will provide a list of all citations of studies currently under review and studies that have been newly published to the WWC website. This list will indicate whether or not the citations have ERIC accession numbers associated with it. The ERIC contractor shall review all studies that do not have an ERIC accession numbers to determine if 1) there is an ERIC accession numbers that already exists and can be added to the record, 2) if the publication is an approved source in ERIC and there should be an ERIC accession numbers, but the study has not been indexed yet, or 3) if the study is not in an approved source. While much of this work can be automated, some manual checking may be required.

If there is currently an ERIC accession numbers available, the contractor should send an updated list of WWC Study IDs and their corresponding ERIC accession numbers to the COR. The contractor and COR will work with the WWC-TOAST contractor to determine the most efficient format for this information, but the contractor shall assume that the preferred format will be machine readable, such as XML or CSV. For studies from approved sources, the ERIC contractor shall work to acquire the content as soon as possible and index it under Task 4, and then provide the accession number and WWC Study ID in the next monthly update. For sources that are not currently approved, the ERIC contractor shall review the source in the next round of source selection under Task 3. If the source is approved, the contractor shall add the accession numbers and WWC study IDs in the next monthly update.

The WWC currently has reviewed approximately 16,000 studies and adds approximately 30 reviews per month, with wide variation in number of studies reviewed per month. There is currently an ERIC accession number for about 60% of studies. Approximately 10% of the existing studies are from an approved source, but do not have an ERIC accession number. This is often because the WWC reviews studies that are in “online first” preview mode on the publisher’s website or are newly released and have not yet been added to ERIC. It is expected that approximately 80-90% of WWC reviewed documents should have an ERIC accession number.

For any newly published studies or studies with missing accession numbers, the contractor shall also ensure that all studies reviewed by the WWC have the appropriate rating and link to the study review page in ERIC. The contractor shall expect to update approximately 25 records a month.

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File of updated accession numbers, updated records

6.2. Connecting ERIC and the IES Research Centers (optional). Records maintained by the National Center for Education Research (NCER) and National Center for Special Education Research (NCSER) include citations of work published by their grantees. IES will provide a spreadsheet of citations of work published by IES grantee and contractors and the contractor shall confirm that the publications are in ERIC as well as the ED and EJ numbers of the publications. The contractor shall also confirm that the records meet the requirement of the ED Public Access policy. The contractor shall update the records to reflect the grant or contract number, if missing or inaccurate.

For purposes of budgeting, the contractor shall assume that each batch shall have up to 100 citations and there shall be up to 15 batches per year. The contractor shall propose an approach to this task that is efficient and will accurately achieve the stated objective. Much of this work can be automated using fuzzy matching, but some manual intervention may be required.

The contractor shall prepare a memo that accompanies the file that includes an analysis of the sources in which IES funded researchers publish. The contractor shall determine if they are approved sources for ERIC and if the content meets the standards set forth in the ERIC Selection Policy. Any sources that meet the Selection Policy, but are not currently indexed in ERIC, should be considered in the next source selection review as described in Task 3. ERIC should then work to index this content and provide the accession numbers for newly indexed material to the COR for the IES team to update their records.

Task 7. Updating the ERIC Thesaurus (Firm-Fixed-Price, Optional). The ERIC Thesaurus is a controlled vocabulary of terms representing research topics in the field of education.

Descriptors from the ERIC Thesaurus are assigned to every document in the ERIC digital library to describe its subject content. The ERIC Thesaurus contains a total of 11,818 terms. There are 4,552 Descriptors and 7,133 Synonyms. There are also 133 Dead terms which are no longer used as Descriptors but remain in the Thesaurus to aid in searching older records.

Six months after the task is exercised, the contractor shall provide a written assessment of the ERIC Thesaurus to propose changes to the Thesaurus (including new descriptors, revised scope notes, and recategorization of terms) needed are needed to maximize usability by inexperienced and experienced database users. The assessment shall include feedback received from indexers and suggestions from the ERIC community. The assessment shall also consider changes needed with respect to how the Thesaurus is presented to users on the website. The draft assessment with recommendation for changes shall be submitted to the COR. The COR will provide written feedback and the contractor shall submit a final version two weeks after receiving COR feedback. The contractor shall implement any changes agreed to in the final version within the timeline proposed in the draft assessment including a file with all proposed changes.

Deliverables:

Draft Thesaurus Assessment-- 6 months after task award Final File of Proposed Changes—2 weeks after COR feedback

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Task…