91990026R0010 - IES DR-RUD.pdf

WOMEN-OWNED SMALL

BUSINESS (WOSB)

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES

1. REQUISITION NUMBER PAGE 1 OF

2. CONTRACT NUMBER 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 CODE17a. CONTRACTOR/

OFFEROR

CODE

FACILITY

CODE

CODE

TELEPHONE NUMBER

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

REQUEST

FOR QUOTE

(RFQ)

INVITATION

FOR BID

(IFB)

REQUEST

FOR

PROPOSAL

(RFP)

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 Government Use Only)

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN 29. AWARD OF CONTRACT: REFERENCE

. 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. 11/2021)

Prescribed by GSA - FAR (48 CFR) 53.212

10. THIS ACQUISITION IS UNRESTRICTED OR

NORTH AMERICAN

INDUSTRY CLASSIFICATION

STANDARD (NAICS):

SIZE STANDARD:

13a. THIS CONTRACT IS A

RATED ORDER UNDER

THE DEFENSE PRIORITIES

AND ALLOCATIONS

SYSTEM - DPAS (15 CFR 700)

SET ASIDE: % FOR:

11. DELIVERY FOR FREE ON

BOARD (FOB) DESTINATION

UNLESS BLOCK IS MARKED

SEE SCHEDULE

12. DISCOUNT TERMS

ARE ARE NOT ATTACHED

ARE ARE NOT ATTACHED

27a. SOLICITATION INCORPORATES BY REFERENCE (FEDERAL ACQUISITION REGULATION) FAR 52.212-1, 52.212-4.

FAR 52.212-3 AND 52.212-5 ARE ATTACHED.

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

8(A)

ECONOMICALLY

DISADVANTAGED

WOMEN-OWNED SMALL

BUSINESS (EDWOSB)

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

(SDVOSB)

HUBZONE SMALL

BUSINESS

SMALL BUSINESS

NOTE: OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, AND 30.

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH

AND DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND

ON ANY ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS

SPECIFIED

DATED.

OFFER

ADDENDA

ADDENDA

91990026R0010

US Department of Education 400 Maryland Avenue SW, LBJ-2C274

US Department of Education Institute of Education Sciences 400 Maryland Ave SW Washington DC 20202

06/04/2026 1200 ET Charles Fields 202-987-0091

OIES

Charles Fields

518210

$40

05/07/2026

CAMLBJ

Period of Performance: 07/01/2026 to 06/30/2031

0001 Base Period Product/Service Code: DH10

Continued...

STOCK RECORD (S/R)

STANDARD FORM 1449 (REV. 11/2021) 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 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 RECEIVED (MM/DD/YYYY) 42d. TOTAL CONTAINERS

40. PAID BY

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32g. EMAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

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

CORRECT FOR

PARTIAL FINAL

37. CHECK NUMBER

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER

36. PAYMENT

COMPLETE PARTIAL FINAL

ACCEPTED,

Period of Performance: 07/01/2026 to 06/30/2027

0002 Option Period 1 (Option Line Item) Exercised NLT Date: 07/01/2027 Product/Service Code: DH10

Period of Performance: 07/01/2027 to 06/30/2028

0003 Option Period 2 (Option Line Item) Exercised NLT Date: 07/01/2028 Product/Service Code: DH10

Period of Performance: 07/01/2028 to 06/30/2029

0004 Option Period 3 (Option Line Item) Exercised NLT Date: 07/01/2029 Product/Service Code: DH10

Period of Performance: 07/01/2029 to 06/30/2030

0005 Option Period 4 (Option Line Item) Exercised NLT Date: 07/01/2030

Continued...

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGES

NAME OF OFFEROR OR CONTRACTOR

SUPPLIES/SERVICES

(B)

UNIT

(D)

UNIT PRICE

(E)

AMOUNT

(F)

OPTIONAL FORM 336 (4-86)

Sponsored by GSA FAR (48 CFR) 53.110

ITEM NO.

(A)

QUANTITY

(C)

NSN 7540-01-152-8067

91990026R0010

Product/Service Code: DH10

Period of Performance: 07/01/2030 to 06/30/2031

D - Packaging and Marking List of Clauses Incorporated by Reference List of Clauses Included by Full Text

E - Inspection and Acceptance List of Clauses Included by Reference List of Clauses Included by Full Text

F - Deliveries or Performance List of Clauses Included by Reference List of Clauses Included by Full Text

G - Contract Administration Data List of Clauses Included by Reference

H - Special Contract Requirements List of Clauses Included by Reference

I - Contract Clauses List of Clauses Included by Reference List of Clauses Included by Full Text

J - List of Documents, Exhibits and Other Attachments K - Representations, Certifications, and Other Statements of Bidders

List of Provisions Incorporated by Reference L - Instructions,Conditions, and Notices to Bidders

List of Provisions Included by Reference M - Evaluation Factors for Award

List of Provisions Included by Reference D - Packaging and Marking

List of Clauses Incorporated by Reference

List of Clauses Included by Full Text

E - Inspection and Acceptance

List of Clauses Included by Reference

List of Clauses Included by Full Text

F - Deliveries or Performance

List of Clauses Included by Reference

List of Clauses Included by Full Text

G - Contract Administration Data

List of Clauses Included by Reference

List of Clauses Included by Full Text

ED.ALL.32-01 SUBMISSION OF INVOICES AND CONTRACT FINANCING REQUESTS (NOV

2024)

(a) Payments shall be rendered in accordance with the contract’s payment terms and schedule(s).

(b) The Contractor shall submit invoices and requests for contract financing payments electronically in the secure web-based Invoice Processing Platform (IPP) system that can be accessed at: http://www.ipp.gov/.

All submitted invoices and requests for contract financing payments must be accompanied by supporting documentation in accordance with the contract's terms and conditions. (Please identify all requests for contract financing payments as “Requests for Contract Financing Payments.”)

(c) Invoice Number Format - The format for the invoice shall be the contract number and invoice number.

The invoice number shall be sequential starting at 0001, have no spaces, dashes, or other special characters.

The invoice number cannot exceed 21 characters. An example of an acceptable invoice number format follows: Contract No.:91990025C1234, Invoice No.:0001, IPP Invoice No.: 91990025C12340001. Should an invoice require re-submission, the vendor must use the same number followed by an ‘R.’ (For example:

91990025C12340001R). Should an invoice require multiple resubmissions, the vendor shall submit an ‘R’ for each resubmission. (For example, a second resubmission would be: 91990025C12340001RR).

(d) The Contractor's Government Business Point of Contact (as listed in System for Award Management (SAM)) should receive enrollment instruction via email from IPP. If the Contractor does not receive such instruction well in advance of initial invoice submission, the Contractor must reach out to IPP using the contact information listed in Section (e) below to ensure timely invoice submission.

(e) Contractor assistance with enrollment can be obtained by contacting the IPP Vendor Support Team at IPPCustomerSupport@fiscal.treasury.gov or (866) 973-3131.

ED.ALL.32-01 SUBMISSION OF INVOICES AND CONTRACT FINANCING REQUESTS (NOV

2024)

(a) Payments shall be rendered in accordance with the contract’s payment terms and schedule(s).

(b) The Contractor shall submit invoices and requests for contract financing payments electronically in the secure web-based Invoice Processing Platform (IPP) system that can be accessed at: http://www.ipp.gov/.

All submitted invoices and requests for contract financing payments must be accompanied by supporting documentation in accordance with the contract's terms and conditions. (Please identify all requests for contract financing payments as “Requests for Contract Financing Payments.”)

(c) Invoice Number Format - The format for the invoice shall be the contract number and invoice number.

The invoice number shall be sequential starting at 0001, have no spaces, dashes, or other special characters.

The invoice number cannot exceed 21 characters. An example of an acceptable invoice number format follows: Contract No.:91990025C1234, Invoice No.:0001, IPP Invoice No.: 91990025C12340001. Should an invoice require re-submission, the vendor must use the same number followed by an ‘R.’ (For example:

91990025C12340001R). Should an invoice require multiple resubmissions, the vendor shall submit an ‘R’ for each resubmission. (For example, a second resubmission would be: 91990025C12340001RR).

(d) The Contractor's Government Business Point of Contact (as listed in System for Award Management (SAM)) should receive enrollment instruction via email from IPP. If the Contractor does not receive such instruction well in advance of initial invoice submission, the Contractor must reach out to IPP using the contact information listed in Section (e) below to ensure timely invoice submission.

(e) Contractor assistance with enrollment can be obtained by contacting the IPP Vendor Support Team at IPPCustomerSupport@fiscal.treasury.gov or (866) 973-3131.

H - Special Contract Requirements

List of Clauses Included by Reference

List of Clauses Included by Reference

Clause Database Clause Number Clause Title

EDAR 3452.204-70 Records management. (OCT 2023) EDAR 3452.237-71 Observance of administrative closures. (MAR 2011)

List of Clauses Included by Full Text

3452.201-70 Contracting Officer's Representative (COR). (MAR 2011)

(a) The Contracting Officer's Representative (COR) is responsible for the technical aspects of the project, technical liaison with the contractor, and any other responsibilities that are specified in the contract. These responsibilities include inspecting all deliverables, including reports, and recommending acceptance or rejection to the contracting officer.

(b) The COR is not authorized to make any commitments or otherwise obligate the Government or authorize any changes that affect the contract price, terms, or conditions. Any contractor requests for changes shall be submitted in writing directly to the contracting officer or through the COR.

No such changes shall be made without the written authorization of the contracting officer.

(c) The COR's name and contact information: TO BE COMPLETED AT TIME OF AWARD

(d) The COR may be changed by the Government at any time, but notification of the change, including the name and address of the successor COR, will be provided to the contractor by the contracting officer in writing.

(End of Clause)

3452.243-70 Key personnel. (OCT 2023)

(a) The personnel designated as key personnel in this contract are considered to be essential to the work being performed hereunder. Prior to diverting any of the specified individuals to other programs, or otherwise substituting any other personnel for specified personnel, the contractor shall notify the contracting officer reasonably in advance and shall submit justification (including proposed substitutions) in sufficient detail to permit evaluation of the impact on the contract effort.

No diversion or substitution shall be made by the contractor without written consent of the contracting officer; provided, that the contracting officer may ratify a diversion or substitution in writing and that ratification shall constitute the consent of the contracting officer required by this clause. The contract shall be modified to reflect the addition or deletion of key personnel.

(b) The following personnel have been identified as Key Personnel in the performance of this contract:

TO BE DETERMINED

(End of clause)

ADDENDUM TO 3452.237-71 OBSERVANCE OF ADMINISTRATIVE CLOSURES (MAR 2011)

The following Federal holidays are observed under this contract:

-New Year’s Day

-Birthday of Martin Luther King, Jr.

-Washington’s Birthday

-Memorial Day

-Juneteenth

-Independence Day

-Labor Day

-Columbus Day

-Veteran’s Day

-Thanksgiving Day

-Christmas Day

Other Terms

ADDENDUM TO 3452.237-71 OBSERVANCE OF ADMINISTRATIVE CLOSURES (MAR 2011)

The following Federal holidays are observed under this contract:

-New Year’s Day

-Birthday of Martin Luther King, Jr.

-Washington’s Birthday

-Memorial Day

-Juneteenth

-Independence Day

-Labor Day

-Columbus Day

-Veteran’s Day

-Thanksgiving Day

-Christmas Day

I - Contract Clauses

List of Clauses Included by Reference

List of Clauses Included by Reference

Clause Database Clause Number Clause Title Item List

EDAR 3452.202-1 Definitions-Department of Education. (MAR 2011) EDAR 3452.208-72 Paperwork Reduction Act. (MAR 2011) EDAR 3452.209-71 Conflict of interest. (MAR 2011)

EDAR 3452.224-70 Release of information under the Freedom of Information Act. (MAR 2011)

EDAR 3452.227-70 Publication and publicity. (MAR 2011) EDAR 3452.227-71 Advertising of awards. (MAR 2011) EDAR 3452.239-70 Internet protocol version 6 (IPv6). (OCT 2023) EDAR 3452.242-71 Notice to the Government of delays. (MAR 2011)

RFO 52.203-6 Restrictions on Subcontractor Sales to the Government. (JUN 2020) - Alternate I (NOV 2021)

RFO 52.203-13 Contractor Code of Business Ethics and Conduct. (NOV 2021) RFO 52.203-17 Contractor Employee Whistleblower Rights. (NOV 2023)

RFO 52.203-19 Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements. (JAN 2017)

RFO 52.204-9 Personal Identity Verification of Contractor Personnel. (JAN 2011)

RFO 52.204-13 System for Award Management-Maintenance. (OCT 2018) (Deviation

AUG 2025)

RFO 52.209-6 Protecting the Government's Interest When Subcontracting With Contractors Debarred, Suspended, Proposed for Debarment, or

Clause Database Clause Number Clause Title Item List

Voluntarily Excluded. (JAN 2025) (Deviation AUG 2025)

RFO 52.209-10 Prohibition on Contracting With Inverted Domestic Corporations.

(NOV 2015) (Deviation AUG 2025)

RFO 52.212-4 Terms and Conditions-Commercial Products and Commercial Services.

(NOV 2023) (Deviation AUG 2025)

RFO 52.219-8 Utilization of Small Business Concerns. (JAN 2025) (Deviation SEP 2025)

RFO 52.219-9 Small Business Subcontracting Plan. (JAN 2025) (Deviation FEB 2026)

RFO 52.219-16 Liquidated Damages-Subcontracting Plan. (SEP 2021) (Deviation SEP 2025)

RFO 52.222-3 Convict Labor. (JUN 2003)

RFO 52.222-19 Child Labor-Cooperation with Authorities and Remedies. (JAN 2025) (Deviation SEP 2025)

RFO 52.222-35 Equal Opportunity for Veterans. (JUN 2020) (Deviation SEP 2025)

RFO 52.222-36 Equal Opportunity for Workers with Disabilities. (JUN 2020) (Deviation SEP 2025)

RFO 52.222-37 Employment Reports on Veterans. (JUN 2020) (Deviation SEP 2025)

RFO 52.222-40 Notification of Employee Rights Under the National Labor Relations Act. (DEC 2010)

RFO 52.222-41 Service Contract Labor Standards. (AUG 2018)

RFO 52.222-43 Fair Labor Standards Act and Service Contract Labor Standards-Price Adjustment (Multiple Year and Option Contracts). (AUG 2018)

RFO 52.222-50 Combating Trafficking in Persons. (OCT 2025) (Deviation SEP 2025)

RFO 52.222-54 Employment Eligibility Verification. (JAN 2025) (Deviation SEP 2025)

RFO 52.222-62 Paid Sick Leave Under Executive Order 13706. (JAN 2022) RFO 52.223-23 Sustainable Products. (MAY 2024) (Deviation SEP 2025) RFO 52.224-3 Privacy Training. (JAN 2017) RFO 52.225-1 Buy American-Supplies (OCT 2022) (Deviation SEP 2025)

RFO 52.226-8 Encouraging Contractor Policies To Ban Text Messaging While Driving. (MAY 2024)

RFO 52.227-14 Rights in Data-General. (MAY 2014)

RFO 52.232-33 Payment by Electronic Funds Transfer - System for Award Management. (OCT 2018)

RFO 52.232-40 Providing Accelerated Payments to Small Business Subcontractors.

(MAR 2023)

RFO 52.233-3 Protest after Award. (AUG 1996) (Deviation AUG 2025)

RFO 52.233-4 Applicable Law for Breach of Contract Claim. (OCT 2004) (Deviation

AUG 2025)

RFO 52.240-93 Basic Safeguarding of Covered Contractor Information Systems.

(Deviation AUG 2025)

RFO 52.244-6 Subcontracts for Commercial Products and Commercial Services.

(OCT 2025) (Deviation SEP 2025)

RFO 52.249-2 Termination for Convenience of the Government (Fixed-Price). (APR 2012)

List of Clauses Included by Full Text

3452.204-71 Contractor security vetting requirements. (OCT 2023)

(a) The Contractor and its subcontractors shall comply with Department of Education personnel, cyber, privacy, and security policy requirements set forth in "Contractor Security Vetting Requirements" at http://www.ed.gov/fund/contract/about/bsp.html.

(b) Contractor employees who will have access to proprietary or sensitive Department information including "Controlled Unclassified Information" as defined in 32 CFR 2002.4(h), Department IT systems, Contractor systems operated with Department data or interfacing with Department systems, or Department facilities or space, or perform duties in a school or in a location where children are present, must undergo a personnel security screening and receive a favorable determination and are subject to reinvestigation as described in the "Contractor Vetting Security Requirements." Compliance with the "Contractor Vetting Security Requirements," as amended, is required.

(c) The type of security investigation required to commence work on a Department contract is dictated by the position designation determination assigned by the Department. All Department Contractor positions are designated commensurate with their position risk/sensitivity, in accordance with title 5 of the Code of Federal Regulations (5 CFR 731.106) and OPM's Position Designation Tool (PDT) located at: https://pdt.nbis.mil/. The position designation determines the risk level and the corresponding level of background investigations required.

(d) The Contractor shall comply with all Contractor position designations established by the Department.

(e) The following are the Contractor employee positions required under this contract and their designated risk levels:

High Risk (HR): Program Manager; Senior Software Engineer; Senior Data Scientist

Moderate Risk (MR): Information Security Officer; Software Engineer; Data Scientist; Subject Matter Expert

Low Risk (LR): Administrative Assistant; Programmer/Analyst; Developer; Training Director

(f) For performance-based contracts where the Department has not identified required labor categories for Contractor positions, the Department considers the risk sensitivity of the services to be performed and the access to Department facilities and systems that will be required during performance, to determine the uniform Contractor position risk level designation for all Contractor employees who will be providing services under the contract. The uniform Contractor position risk level designation applicable to this performance-based contract is: Moderate.

(g) Only U.S. citizens will be eligible for employment on contracts requiring a Low Risk/Public Trust, Moderate Risk/Public Trust, High Risk/Public Trust, or a National Security designation.

(h) An approved waiver, in accordance with the "Contractor Vetting Security Requirements," is required for any exception to the requirements of paragraph (g) of this section.

(i) The Contractor shall-

(1) Comply with the Principal Office (PO) processing requirements for personnel security screening;

(2) Ensure that no Contractor employee is placed in a higher risk position than for which the employee is approved;

(3) Ensure Contractor employees submit required security forms for reinvestigation in accordance with the time frames set forth in the "Contractor Vetting Security Requirements";

(4) Report to the COR any information (e.g., personal conduct, criminal conduct, financial difficulties) that would raise a concern about the suitability of a Contractor employee or whether a Contractor employee's continued employment would promote the efficiency of the service or violate the public trust;

(5) Protect sensitive and Privacy Act-protected information, including "Controlled Unclassified Information" as defined in 32 CFR 2002.4(h), from unauthorized access, use, or misuse by its Contractor employees, prevent unauthorized access by others, and report any instances of unauthorized access, use, or misuse to the COR;

(6) Report to the COR any removal of a Contractor employee from a contract within one business day if removed for cause or within two business days if otherwise removed;

(7) Upon the occurrence of any of the events listed under paragraph (b) of the clause at FAR 52.204-9, Personal Identity Verification of Contractor Personnel, return a PIV ID to the COR within seven business days of the Contractor employee's departure; and

(8) Report to the COR any change to job activities that could result in a change in the Contractor employee's position or the need for increased security access.

(j) Failure to comply with any of the personnel security requirements in the "Contractor Security Vetting Requirements" at http://www.ed.gov/fund/contract/about/bsp.html, may result in a termination of the contract for default or cause.

(End of Clause)

3452.227-72 Use and non-disclosure agreement. (MAR 2011)

(a) Except as provided in paragraph (b) of this clause, proprietary data, technical data, or computer software delivered to the Government with restrictions on use, modification, reproduction, release, performance, display, or disclosure may not be provided to third parties unless the intended recipient completes and signs the use and non-disclosure agreement in paragraph (c) of this clause prior to release or disclosure of the data.

(1) The specific conditions under which an intended recipient will be authorized to use, modify, reproduce, release, perform, display, or disclose proprietary data or technical data subject to limited rights, or computer software subject to restricted rights must be stipulated in an attachment to the use and non-disclosure agreement.

(2) For an intended release, disclosure, or authorized use of proprietary data, technical data, or computer software subject to special license rights, modify paragraph (c)(1)(iv) of this clause to enter the conditions, consistent with the license requirements, governing the recipient's obligations regarding use, modification, reproduction, release, performance, display, or disclosure of the data or software.

(b) The requirement for use and non-disclosure agreements does not apply to Government contractors that require access to a third party's data or software for the performance of a Government contract that contains the clause at 3452.227-73, Limitations on the use or disclosure of Government-furnished information marked with restrictive legends.

(c) The prescribed use and non-disclosure agreement is:

Use and Non-Disclosure Agreement

The undersigned, [Insert Name __________________________________], an authorized representative of the [Insert Company Name __________________________________], (which is hereinafter referred to as the "recipient") requests the Government to provide the recipient with proprietary data, technical data, or computer software (hereinafter referred to as "data") in which the Government's use, modification, reproduction, release, performance, display, or disclosure rights are restricted. Those data are identified in an attachment to this agreement. In consideration for receiving such data, the recipient agrees to use the data strictly in accordance with this agreement.

(1) The recipient shall-

(i) Use, modify, reproduce, release, perform, display, or disclose data marked with Small Business Innovative Research (SBIR) data rights legends only for government purposes and shall not do so for any commercial purpose. The recipient shall not release, perform, display, or disclose these data, without the express written permission of the contractor whose name appears in the restrictive legend (the contractor), to any person other than its subcontractors or suppliers, or prospective subcontractors or suppliers, who require these data to submit offers for, or perform, contracts with the recipient. The recipient shall require its subcontractors or suppliers, or prospective subcontractors or suppliers, to sign a use and non-disclosure agreement prior to disclosing or releasing these data to such persons. Such an agreement must be consistent with the terms of this agreement.

(ii) Use, modify, reproduce, release, perform, display, or disclose proprietary data or technical data marked with limited rights legends only as specified in the attachment to this agreement. Release, performance, display, or disclosure to other persons is not authorized unless specified in the attachment to this agreement or expressly permitted in writing by the contractor.

(iii) Use computer software marked with restricted rights legends only in performance of contract number TO BE COMPLETED AT TIME OF AWARD.

The recipient shall not, for example, enhance, decompile, disassemble, or reverse engineer the software; time share; or use a computer program with more than one computer at a time. The recipient may not release, perform, display, or disclose such software to others unless expressly permitted in writing by the licensor whose name appears in the restrictive legend.

(iv) Use, modify, reproduce, release, perform, display, or disclose data marked with special license rights legends TO BE COMPLETED AT TIME OF

AWARD.

(2) The recipient agrees to adopt or establish operating procedures and physical security measures designed to protect these data from inadvertent release or disclosure to unauthorized third parties.

(3) The recipient agrees to accept these data "as is" without any Government representation as to suitability for intended use or warranty whatsoever. This disclaimer does not affect any obligation the Government may have regarding data specified in a contract for the performance of that contract.

(4) The recipient may enter into any agreement directly with the contractor with respect to the use, modification, reproduction, release, performance, display, or disclosure of these data.

(5) The recipient agrees to indemnify and hold harmless the Government, its agents, and employees from every claim or liability, including attorneys fees, court costs, and expenses arising out of, or in any way related to, the misuse or unauthorized modification, reproduction, release, performance, display, or disclosure of data received from the Government with restrictive legends by the recipient or any person to whom the recipient has released or disclosed the data.

(6) The recipient is executing this agreement for the benefit of the contractor. The contractor is a third party beneficiary of this agreement who, in addition to any other rights it may have, is intended to have the rights of direct action against the recipient or any other person to whom the recipient has released or disclosed the data, to seek damages from any breach of this agreement, or to otherwise enforce this agreement.

(7) The recipient agrees to destroy these data, and all copies of the data in its possession, no later than 30 days after the date shown in paragraph (8) of this agreement, to have all persons to whom it released the data do so by that date, and to notify the contractor that the data have been destroyed.

(8) This agreement shall be effective for the period commencing with the recipient's execution of this agreement and ending upon TBD. The obligations imposed by this agreement shall survive the expiration or termination of the agreement.

[Insert business name. __________________________________]

Recipient's Business Name

[Have representative sign. __________________________________]

Authorized Representative

[Insert date. __________________________________]

Date

[Insert name and title. __________________________________]

Representative's Typed Name and Title

(End of clause)

3452.239-71 Department information security and privacy requirements. (OCT 2023)

(a) The Contractor shall, at all times, maintain compliance with the most current version of Department security requirements as set forth in "Department Information Security and Privacy Requirements." These requirements are posted at http://www.ed.gov/fund/contract/about/bsp.html.

(b) The Contractor shall be notified when the "Department Information Security and Privacy Requirements" have been updated.

(c) If any such change causes a material increase or decrease in the cost of, or the time required for, performance of any part of the work under this contract, whether or not changed by the order, the Contractor may request an equitable adjustment to the contract price or the delivery schedule, as applicable. The Contracting Officer shall make an equitable adjustment in the contract price, the delivery schedule, or both, and shall modify the contract.

(d) The Contractor must assert its right to an equitable adjustment under this clause within 30 days from the date of receipt of notice of the changed requirement. However, if the Contracting Officer determines that the facts justify it, the Contracting Officer may receive and act upon the Contractor's request for equitable adjustment submitted before final payment of the contract.

Failure to agree to any adjustment shall be a dispute under the Disputes clause. However, nothing in this clause shall excuse the Contractor from proceeding with the contract as changed.

(e) The Contractor shall incorporate the substance of this clause, its terms and requirements, including this paragraph, in all subcontracts, and require written subcontractor acknowledgement of the same. Violation by a subcontractor of any provision set forth in this clause will be attributed to the Contractor.

(f) Failure to comply with this clause, including the embedded Department Information Security and Privacy Requirements, may result in a termination of the contract for default or cause.

(g) Performance of this contract [X] does include [ ] does not include the following: access to, collection of, or maintenance of information on behalf of the Department; or Department information technology (IT) products, systems, or hardware that are (1) used or operated by the Contractor on behalf of the Department, or (2) used in the performance of services or the furnishing of products. IT products, systems, hardware, and services include agency-hosted, outsourced, and cloud-based solutions, as well as incidental IT equipment that is acquired by the Contractor to support contract performance. When "does include" is selected, the categorizations shown below apply:

(1) In accordance with the Federal Information Processing Standard (FIPS 199), Standards for Security Categorization of Federal Information and Information Systems, the Information Security Categorization applicable to each security objective has been determined to be:

Confidentiality: [ ] Low [X] Moderate [ ] High

Integrity: [ ] Low [X] Moderate [ ] High

Availability: [ ] Low [X] Moderate [ ] High

Overall Risk Level: [ ] Low [X] Moderate [ ] High

(2) Performance of this contract [X] does involve [ ] does not involve Personally Identifiable information (PII) as defined in OMB A-130 (2016).

(3) Performance of this contract [X] does involve [ ] does not involve "Controlled Unclassified Information" as defined in 32 CFR 2002.4(h).

(End of Clause)

52.222-90 Addressing DEI Discrimination by Federal Contractors (APR 2026) (Deviation Effective Date)

(a) Definitions. As used in this clause-

Program participation means membership or participation in, or access or admission to: training, mentoring, or leadership development programs; educational opportunities; clubs; associations; or similar opportunities that are sponsored or established by the contractor or subcontractor.

Racially discriminatory diversity, equity, and inclusion (DEI) activities means disparate treatment based on race or ethnicity in the recruitment, employment (e.g., hiring, promotions), contracting (e.g., vendor agreements), program participation, or allocation or deployment of an entity's resources.

(b) In connection with the performance of work under this contract, the Contractor agrees as follows:

(1) The Contractor will not engage in any racially discriminatory DEI activities;

(2) The Contractor will furnish all information and reports, including providing access to books, records, and accounts, as required by the Contracting Officer, for purposes of ascertaining compliance with this clause;

(3) In the event of the Contractor's or a subcontractor's noncompliance with this clause, this contract may be canceled, terminated, or suspended in whole or in part, and the Contractor or subcontractor may be declared ineligible for further Government contracts;

(4) The Contractor will report any subcontractor's known or reasonably knowable conduct that may violate this clause to the Contracting Officer and take any appropriate remedial actions directed by the Contracting Officer; and

(5) The Contractor will inform the Contracting Officer if a subcontractor sues the Contractor and the suit puts at issue, in any way, the validity of this clause.

(6) The Contractor recognizes that compliance with the requirements of this clause are material to the Government's payment decisions for purposes of 31 U.S.C. 3729(b)(4).

(c) The Contractor must include the substance of this clause, including this paragraph (c), in subcontracts at any tier, including those for commercial products and commercial services, except those where the place of delivery or performance is outside the United States.

(End of clause)

J - List of Documents, Exhibits and Other Attachments

Clause List

LIST OF ATTACHMENTS

Attachment Number Title

Section L Section L - Instructions to Offerors Section M Section M - Evaluation Factors 1 Performance Work Statement - PWS 1.A Quality Assurance Surveillance Plan (QASP) - PWS Attachment 2 Small Business Participation Plan Template

K - Representations, Certifications, and Other Statements of Bidders

List of Provisions Incorporated by Reference

List of Provisions Incorporated by Reference

Clause Provision Provision Number Provision Title

RFO 52.203-11 Certification and Disclosure Regarding Payments to Influence Certain Federal Transactions. (SEP 2024)

RFO 52.209-12 Certification Regarding Tax Matters. (OCT 2025)

RFO 52.240-90 Security Prohibitions and Exclusions Representations and Certifications.

(Deviation AUG 2025)

List of Provisions Included by Full Text

52.203-11 Certification and Disclosure Regarding Payments to Influence Certain Federal Transactions. (SEP 2024)

52.209-12 Certification Regarding Tax Matters. (OCT 2025)

52.240-90 Security Prohibitions and Exclusions Representations and Certifications. (Deviation AUG 2025)

3452.209-70 Conflict of interest certification. (MAR 2011)

(a)(1) The contractor, subcontractor, employee, or consultant, by signing the form in this clause, certifies that, to the best of its knowledge and belief, there are no relevant facts or circumstances that could give rise to an organizational or personal conflict of interest, (see FAR subpart 9.5 for organizational conflicts of interest) (or apparent conflict of interest), for the organization or any of its staff, and that the contractor, subcontractor, employee, or consultant has disclosed all such relevant information if such a conflict of interest appears to exist to a reasonable person with knowledge of the relevant facts (or if such a person would question the impartiality of the contractor, subcontractor, employee, or consultant). Conflicts may arise in the following situations:

(i) Unequal access to information. A potential contractor, subcontractor, employee, or consultant has access to non-public information through its performance on a government contract.

(ii) Biased ground rules. A potential contractor, subcontractor, employee, or consultant has worked, in one government contract, or program, on the basic structure or ground rules of another government contract.

(iii) Impaired objectivity. A potential contractor, subcontractor, employee, or consultant, or member of their immediate family (spouse, parent, or child) has financial or other interests that would impair, or give the appearance of impairing, impartial judgment in the evaluation of government programs, in offering advice or recommendations to the government, or in providing technical assistance or other services to recipients of Federal funds as part of its contractual responsibility. "Impaired objectivity" includes but is not limited to the following situations that would cause a reasonable person with knowledge of the relevant facts to question a person's objectivity:

(A) Financial interests or reasonably foreseeable financial interests in or in connection with products, property, or services that may be purchased by an educational agency, a person, organization, or institution in the course of implementing any program administered by the Department;

(B) Significant connections to teaching methodologies or approaches that might require or encourage the use of specific products, property, or services; or

(C) Significant identification with pedagogical or philosophical viewpoints that might require or encourage the use of a specific curriculum, specific products, property, or services.

(2) Offerors must provide the disclosure described above on any actual or potential conflict of interest (or apparent conflict of interest) regardless of their opinion that such a conflict or potential conflict (or apparent conflict of interest) would not impair their objectivity.

(3) In a case in which an actual or potential conflict (or apparent conflict of interest) is disclosed, the Department will take appropriate actions to eliminate or address the actual or potential conflict, including but not limited to mitigating or neutralizing the conflict, when appropriate, through such means as ensuring a balance of views, disclosure with the appropriate disclaimers, or by restricting or modifying the work to be performed to avoid or reduce the conflict. In this clause, the term "potential conflict" means reasonably foreseeable conflict of interest.

(b) The contractor, subcontractor, employee, or consultant agrees that if "impaired objectivity", or an actual or potential conflict of interest (or apparent conflict of interest) is discovered after the award is made, it will make a full disclosure in writing to the contracting officer. This disclosure shall include a description of actions that the contractor has taken or proposes to take to avoid, mitigate, or neutralize the actual or potential conflict (or apparent conflict of interest).

(c) Remedies. The Government may terminate this contract for convenience, in whole or in part, if it deems such termination necessary to avoid the appearance of a conflict of interest. If the contractor was aware of a potential conflict of interest prior to award or discovered an actual or potential conflict after award and did not disclose or misrepresented relevant information to the contracting officer, the Government may terminate the contract for default, or pursue such other remedies as may be permitted by law or this contract. These remedies include imprisonment for up to five years for violation of 18 U.S.C. 1001 and fines of up to $5000 for violation of 31 U.S.C.

3802. Further remedies include suspension or debarment from contracting with the Federal government. The contractor may also be required to reimburse the Department for costs the Department incurs arising from activities related to conflicts of interest. An example of such costs would be those incurred in processing Freedom of Information Act requests related to a conflict of interest.

(d) In cases where remedies short of termination have been applied, the contractor, subcontractor, employee, or consultant agrees to eliminate the organizational conflict of interest, or mitigate it to the satisfaction of the contracting officer.

(e) The contractor further agrees to insert in any subcontract or consultant agreement hereunder, provisions that conform substantially to the language of this clause, including specific mention of potential remedies and this paragraph (e).

(f) Conflict of Interest Certification.

The offeror, [insert name of offeror ______________________________________________], hereby certifies that, to the best of its knowledge and belief, there are no present or currently planned interests (financial, contractual, organizational, or otherwise) relating to the work to be performed under the contract or task order resulting from Request for Proposal No. [insert number] that would create any actual or potential conflict of interest (or apparent conflicts of interest) (including conflicts of interest for immediate family members: spouses, parents, children) that would impinge on its ability to render impartial, technically sound, and objective assistance or advice or result in it being given an unfair competitive advantage. In this clause, the term "potential conflict" means reasonably foreseeable conflict of interest. The offeror further certifies that it has and will continue to exercise due diligence in identifying and removing or mitigating, to the Government's satisfaction, such conflict of interest (or apparent conflict of interest).

Offeror's Name:_______________________________ RFP/Contract No.:_______________________________ Signature:_______________________________ Title:_______________________________ Date:_______________________________

(End of provision)

52.225-2 Buy American Certificate. (OCT 2022)

(a)(1) The Offeror certifies that each end product, except those listed in paragraph (b) of this provision, is a domestic end product and that each domestic end product listed in paragraph (c) of this provision contains a critical component.

(2) The Offeror shall list as foreign end products those end products manufactured in the United States that do not qualify as domestic end products. For those foreign end products that do not consist wholly or predominantly of iron or steel or a combination of both, the Offeror shall also indicate whether these foreign end products exceed 55 percent domestic content, except for those that are COTS items. If the percentage of the domestic content is unknown, select "no".

(3) The Offeror shall separately list the line item numbers of domestic end products that contain a critical component (see FAR 25.105).

(4) The terms "commercially available off-the-shelf (COTS) item," "critical component," "domestic end product," "end product," and "foreign end product" are defined in the clause of this solicitation entitled "Buy American-Supplies."

(b) Foreign End Products:

Line item No. Country of origin Exceeds 55% domestic content (yes/no)

(b) [List as necessary]

(c) Domestic end products containing a critical component:

Line Item No. ____________

[List as necessary]

(d) The Government will evaluate offers in accordance with the policies and procedures of part 25 of the Federal Acquisition Regulation.

(End of provision)

L - Instructions,Conditions, and Notices to Bidders

List of Provisions Included by Reference

List of Provisions Included by Reference

Provision Database Provision Number Provision Title

EDAR 3452.233-70 Agency level protests. (OCT 2023)

RFO 52.204-7 System for Award Management-Registration. (NOV 2024) (Deviation

AUG 2025)

RFO 52.222-56 Certification Regarding Trafficking in Persons Compliance Plan. (OCT 2025)

M - Evaluation Factors for Award

List of Provisions Included by Reference

List of Provisions Included by Full Text

52.219-4 Notice of Price Evaluation Preference for HUBZone Small Business Concerns. (OCT 2022) (Deviation SEP 2025)

(a) Evaluation preference. (1) Offers will be evaluated by adding a factor of 10 percent to the price of all offers, except-

(i) Offers from HUBZone small business concerns that have not waived the evaluation preference; and

(ii) Otherwise successful offers from small business concerns.

(b) Waiver of evaluation preference. A HUBZone small business concern may choose to waive the evaluation preference. If the concern waives the preference, the factor will be added to its offer for evaluation purposes.

[ ] Offeror chooses to waive the evaluation preference.

(c) Joint venture. A HUBZone joint venture agrees that, in the performance of the contract, at least 40 percent of the aggregate work performed by the joint venture shall be completed by the HUBZone small business parties to the joint venture. Work performed by the HUBZone small business parties to the joint venture must be more than administrative functions.

(End of provision)

Section L – Instructions to Offerors

INSTRUCTIONS TO OFFERORS

IES Data Repository and Restricted Use Data (DR-RUD) Program

INTRODUCTION

The U.S. Department of Education (ED), the Institute of Education Sciences (IES) has a requirement for the purpose of establishing and managing a virtual data enclave for IES Restricted Use Data (RUD) assets and approved licensees of RUD. This requirement will provide support for IES’ Restricted Use Data (RUD) program, including managing a secure virtual data enclave populated with IES’ RUD assets, reviewing applications to IES’ RUD for feasibility and soundness, and reviewing all licensees’ work products for disclosure risk prior to export from the virtual data enclave. IES requires that the contractor possess sufficient expertise in the data programs generating RUD, social science research methods, and statistical inference to make determinations regarding the feasibility of research projects proposed by applicants.

The Government intends to award a Firm-Fixed Price contract with a 12-month base period and four (4) 12-month option periods.

INSTRUCTIONS TO OFFERORS

The following instructions are for the preparation and submission of proposals in response to this RFP. Offerors are instructed to read the entire RFP document, including all attachments, prior to submitting questions and/or preparing proposals for submission. Omission of any required information may result in determination of an incomplete offer and rejection of the proposal.

The offeror is expected to demonstrate a thorough understanding of the proposed tasks and the existing resources, as specified in the Attachment 1 – Performance Work Statement (PWS). The proposal should be written in sufficient detail so that the review panel can adequately judge its full merits. This RFP does not commit the Government to pay any cost for proposal preparation and submission.

The Government intends to evaluate offers and award a contract without discussions with offerors. Therefore, the offeror’s initial proposal should contain the offeror’s best terms.

However, the Government reserves the right to conduct discussions, if necessary. The Government may reject any or all offers if such action is in the public interest, accept other than the lowest offer, and waive informalities and minor irregularities in offers received.

Period of Performance The resultant contract shall have a total period of performance of 60 months with an anticipated award date of July 1, 2026.

Points of Contact Charles Fields Contracting Officer Charles.Fields@ed.gov Chase Cooper Contracting Officer Stephen.Cooper@ed.gov

Clarification Questions The Government will accept clarification questions in response to this solicitation from potential offerors. Questions must be submitted electronically to the Points of Contact listed above, no later than 12:00PM Eastern Standard Time (EST) on May 14, 2026.

Questions shall be submitted in a Microsoft (MS) Excel file following the format in the table below:

Question Number Reference Question Category Question

# PWS, Attachment 2, Section/Page #

Contract or Technical Question

The Government reserves the right not to provide a response to clarification questions received after the due date. Responses to submitted questions will be posted for all interested parties.

Proposal Submission Proposals must be received by the Points of Contact provided above, no later than 12:00PM Eastern Standard Time (EST) on June 4, 2026. Responses must be submitted with the email subject line “IES DR-RUD – Name of Offeror.” Every proposal shall include the proposal volumes listed below and must be signed by an official authorized to bind the offeror’s organization.

General Formatting Requirements Offerors must adhere to the following formatting requirements in their proposal submission(s):

1. Font: All font shall be Times New Roman, twelve (12) point, except for diagrams and drawings where impractical. Fonts in graphics, charts, tables, and other exhibits shall be no smaller than eight (8) point, and each page within each attachment shall be numbered consecutively. Organizational charts and logic models within the technical proposal may be single spaced and ten (10) point font, using landscape orientation.

2. Footnotes: Footnotes shall be no smaller than size ten (10) point font and single-spaced.

3. Spacing: Line spacing should be no larger or smaller than single-spaced.

4. Margins: Files shall be submitted in PDF format, margins shall be set at 1” for the top and bottom and .75” for the left and right, and the documents shall be submitted so that each page will print on 8.5” x 11” paper.

5. File Size and Names: Email attachments cannot exceed 25 megabytes (MB) in total.

Compressed or “zip” files are acceptable. Submissions should be broken up into separate emails if necessary. Electronic file names must be less than 40 characters long and shall not contain special characters (e.g. #, *, ?, (,), {,}, %, >, <, /, \, $, |).

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