9594CS18Q0047.pdf

9594CS18Q0047

Financial Systems Consultant Services

Continuation of SF1449

ITEM DESCRIPTION QTY UNIT UNIT PRICE NTE

AMOUNT

Base Period – 12 months from date of award 0001 Financial Systems Consultant 1920 Hours 0002 Optional Surge Labor –

Financial Systems Consultant 480 Hours

Total Base Period NTE Amount

Option Period 1 – 12 months from option effective date 1001 Financial Systems Consultant 1920 Hours 1002 Optional Surge Labor –

Financial Systems Consultant 480 Hours

Total Option Period 1 NTE Amount

Option Period 2 – 12 months from option effective date 2001 Financial Systems Consultant 1920 Hours 2002 Optional Surge Labor –

Financial Systems Consultant 480 Hours

Total Option Period 2 NTE Amount

Option Period 3 – 12 months from option effective date 3001 Financial Systems Consultant 1920 Hours 3002 Optional Surge Labor –

Financial Systems Consultant 480 Hours

Total Option Period 3 NTE Amount

Option Period 4 – 12 months from option effective date 4001 Financial Systems Consultant 1920 Hours 4002 Optional Surge Labor –

Financial Systems Consultant 480 Hours

Total Option Period 4 NTE Amount

Grand Total NTE Amount

SECTION B – SUPPLIES OR SERVICE AND PRICES/COST

B.1 Services. The Contractor shall furnish and make available all professional, technical and support services needed to accomplish the work identified in Section C below.

B.2 Type of Contract. This is a labor hour purchase order.

B.3 North America Industry Classification System (NAICS) and Small Business Size Standard. The NAICS Code for this purchase order is 541611, Administrative Management and General Management Consulting Services. The Small Business Size Standard is $15M.

B.4 Total Not-to-Exceed Amount (NTE). The total NTE value of this purchase order, base period and all option periods combined, is $TBD at award.

(End of Section B)

SECTION C – DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

C.1 Agency Mission

C.1.1 The Court Services and Offender Supervision Agency for the District of Columbia (CSOSA) was established by the National Capital Revitalization and Self-Government Improvement Act of 1997. CSOSA is an independent executive branch Agency comprised of two programs: 1) Community Supervision Program (CSP) and 2) Pretrial Services Agency

(PSA).

C.1.2 The mission of CSOSA CSP is to increase public safety, prevent crime, reduce recidivism, and support the fair administration of justice in close collaboration with the community. CSP provides supervision for adult offenders released by the D.C. Superior Court or the U.S. Parole Commission on probation, parole or supervised release. The CSP strategy emphasizes public safety, successful re-entry into the community, and effective supervision through an integrated system of comprehensive risk assessment, close supervision, routine drug testing, treatment and support services, and graduated sanctions and incentives. CSP also develops and provides the Courts and the U.S. Parole Commission with critical and timely information for probation and parole decisions.

C.2 Background

C.2.1 CSOSA currently receives financial management system support and services provided by the Department of Interior’s Interior Business Center (IBC). IBC is an OMB approved Federal Shared Services Provider (SSP). IBC hosts and supports Oracle Federal Financials (OFF) on behalf of CSOSA. CSOSA uses OFF to perform Agency-level budget, finance, General Ledger/financial reporting, and procurement functions. CSOSA deployed IBC OFF, to include the core purchasing application, in 2007.

C.2.2 IBC performs recurring system interface and limited accounting support functions for CSOSA; CSOSA is responsible for processing most day-to-day, procure-to-pay operational transactions in OFF. Similarly, CSOSA is responsible for performing all required Federal financial reporting based upon data reported from OFF.

C.2.3 CSOSA deployed Contract Lifecycle Management (CLM), an integrated contract writing system within OFF, in 2015. CLM is also operated by IBC.

C.2.4 CSOSA receives payroll services from the Department of Agriculture’s National Finance Center (NFC). CSOSA NFC payroll data is interfaced into Oracle by IBC on a weekly basis.

C.2.5 CSOSA receives travel management system services from CWTSato’s E2 E-Travel system. E2 E-Travel data is interfaced into Oracle by IBC on a near-real-time basis.

C.3 Objective

The objective of this Statement of Work (SOW) is to procure expert OFF Purchasing and CLM systems and reporting support services for CSOSA to successfully manage all aspects of OFF Purchasing and CLM procurement processing and reporting.

C.4 Scope of Work

C.4.1 CSOSA requires one (1) full time equivalent Financial Systems Consultant performing on-site support at CSOSA for the Oracle Federal Financials (OFF) core Purchasing and CLM applications, to include operations support, system development/enhancements, training, documentation and reporting necessary for efficient, proper and complete Agency procurements and the accurate, timely and proper performance of OFF. Additional personnel may be required if the optional surge CLINs are exercised.

C.4.2 CSOSA desires to use CLM as the Agency’s contract solicitation/writing system and development and deployment of system enhancements/testing, staff training and user documentation are first necessary to accomplish this task.

C.4.3 Contractor support is required to coordinate, closely oversee, research, document, improve and/or correct CLM processing and reporting in conjunction with CSOSA Office of Procurement staff and IBC. The Contractor shall work with CSOSA staff and IBC to research CLM data, workflow, forms and/or reporting issues to proactively determine cause(s), alternatives, and ensure prompt resolution. Such support may require thorough and expert research of CLM issues affected by numerous transactions in one or more OFF applications. This may include transactions processed by CSOSA in the accounts payable, Invoice Processing Platform (IPP), budget, and other OFF applications. Such support may require thorough and expert research of Federal procurement reporting requirements and systems, including the Data Act and Federal Procurement Data System – Next Generation (FPDS-NG).

C.4.4 Contractor support also includes:

C.4.4.1 Coordinate requirements/timelines and corrective actions with financial services provided/SSP.

C.4.4.2 Coordinate with CSOSA financial stakeholders (e.g., Procurement and Budget).

C.4.4.3 Identify and document changes in system functionality (current processes versus new processes).

C.4.4.4 Brief functional stakeholders and oversee planning for changes in processes and workflow.

C.4.4.5 Determine data and functional requirements.

C.4.4.6 Determine and perform ad hoc reporting needs.

C.4.4.7 Determine and perform operational code requirements/changes, as necessary.

C.4.4.8 Assist with data conversion.

C.4.4.9 Coordinate and reconcile interfaces with OFF.

C.4.4.10 Document relevant issues related to current policies, procedures, and operations.

Assist in planning actions to resolve issues; track and oversee actions to resolve; assist with updating/creating policies, procedures and operations documents.

C.4.4.11 Document and develop processes for user roles, system access and process flows that ensure adequate controls.

C.4.4.12 Facilitate and document working sessions.

C.4.4.13 Develop user documentation.

C.4.4.14 Develop and presents system training to Agency staff.

C.4.4.15 Perform system testing.

C.4.4.16 Review, reconcile, correct and report data entered into CLM requisitioning and contract writing sub-systems.

C.4.4.17 Evaluate complex CLM system data, interfaces and transaction workflow on a continuing basis and analyze problems that are new or novel in nature and require reconciliation and correction. Study system accounts, reports and procedural instructions for irregularities and identify specific revisions.

C.4.4.18 Work with CLM system users and IBC to refine and translate functional requirements into design specifications and determine best approaches for necessary system changes. Analyze alternatives and recommend solutions relating to CLM and OFF financial management system changes caused by new legislation and/or regulations.

C.4.4.19 Prepare policy and procedures that incorporate statutes, regulations, internal controls and efficient processing standards that provide support and guidance for the Agency's procurement and financial management operations.

C.4.4.20 Review and evaluate Agency procurement operations to appraise the effectiveness, controls and accuracy of systems, policies and programs. Determine deficiencies and take appropriate actions to ensure inefficient or incomplete operations are corrected in a timely manner through improved systems, controls and procedures.

C.4.4.21 Prepare and present CLM and OFF systems change documents, such as programming specifications for implementation of system enhancements by IBC computer programmers. Present change proposals in an effective and productive manner to enable proper change control procedures.

C.4.4.22 Oversee and coordinate the preparation of CLM system testing and implementation plans. Prepare programming specifications for implementation by IBC system developers.

Develop test plans and scripts, and oversees testing by others. Ensure CLM compatibility with other OFM applications and Agency procedures. Set up a problem reporting mechanism for the application team involved in testing.

C.4.4.23 Ensure that new or enhanced systems contain essential data elements and internal controls to meet all compliance requirements when processing financial transactions. Develop and implement system changes and internal controls, where necessary.

C.4.4.24 Keep fully informed of CSOSA operations and current developments in technology related to financial management and procurement systems. Probe into complex bodies of legislation and regulations, determine specific kinds of data needed, and use informed technical judgement to conclude which data can best be produced by a given application while assuring adherence to applicable laws and regulations.

C.4.4.25 Troubleshoot and resolve complex problems throughout the entire CLM systems development life cycle, addressing items such as systems performance, posting and reporting problems. Perform diagnostic testing in specialty areas. Resolve problems of a complex technical nature.

C.4.4.26 Initiate changes in the design, improvement, maintenance, documentation, and revision of CSOSA’s CLM and/or financial management systems to assure timely, accurate, and useful procurement, cost, budget, accounting and administrative information in accordance with Agency policy and Federal procurement and financial reporting and control requirements.

C.4.4.27 Assist with formal reviews of Agency procurement systems, procedures and/or procurement products.

C.4.4.28 Review system problems identified through coordination/interaction with officials of various organizations within and outside CSOSA, and through self-initiated audits and analyses. Independently determine and implement actions necessary to resolve issues and problems.

C.4.4.29 Prepare written and oral recommendations for improving the delivery of financial management services to CSOSA leadership and staff.

C.4.4.30 Develop, present and explain canned and custom-developed reports of CLM data and Agency procurement activity.

C.5 Key Personnel. The Contractor personnel performing in the labor category Financial Systems Consultant are considered key personnel and are subject to the terms and conditions identified in Section H.5.

C.6 Financial Systems Consultant Required Knowledge, Skills, and Qualifications. The Financial Systems Consultant shall have at least seven (7) years of experience demonstrating:

C.6.1 OFF expert knowledge including hands on experience (i.e., day-to-day interaction) with an individual federal agency financial management staff, program office staff, and procurement staff resolving system issues. At least three (3) of the years of experience must be demonstrated experience with CLM including one year hands on experience (i.e., day-to-day interaction) with an individual federal agency financial management staff, program office staff, and procurement staff resolving system issues.

C.6.2 Knowledge of Federal Shared Services Providers (SSPs), Federal financial management and procurement systems and reporting. The consultant shall have proven management experience, a successful track record and expert knowledge managing financial management/procurement system enhancements in concert with SSPs and small agencies, and experience analyzing user requirements to revalidate existing requirements and define new requirements, as appropriate.

C.6.3 Thorough knowledge of federal financial management and procurement procedures and controls and the ability to use them with technological systems in a way that meets control requirements and increases Agency efficiency.

C.6.4 Thorough knowledge and understanding of Federal procurement reporting requirements and systems to include the Data Act and Federal Procurement Data System – Next Generation

(FPDS-NG).

C.6.5 Reports, interfaces, conversions, extensions, and workflow experience.

C.6.6 Analytical ability to identify and resolve complex system problems and exercise a great degree of creativity and ingenuity in the resolution of problems.

C.6.6 Analytical ability to thoroughly research and reconcile Agency procurement data reported from various system to ensure consistency, accuracy and completeness.

C.6.7 Ability to effectively communicate with others encompassing written and interpersonal skills to establish effective liaison with users, vendors, and management in order to achieve desired results.

C.6.8 Knowledge and understanding of interviewing techniques and demonstrated ability to make oral presentations and develop written reports that are clear and concise.

C.6.9 Proven management experience, a successful track record and expert knowledge managing financial management/procurement system enhancements in concert with SSPs and small agencies, and experience analyzing user requirements to revalidate existing requirements and define new requirements.

C.6.10 Strong organizational and administrative skills, and the ability to effectively communicate in both written and verbal arenas.

C.6.11 Proficient use of personal computer word processing (e.g. Microsoft Word) and spreadsheets (e.g. Microsoft Excel).

C.7 Deliverables. The contractor shall work closely with subject matter experts and operations staff in CSOSA’s financial management, procurement, and program offices to:

C.7.1 Research and ensure resolution of OFF CLM system issues;

C.7.2 Determine, develop and deploy OFF CLM system improvements;

C.7.3 Develop and test standard and ad-hoc reports;

C.7.4 Develop OFF CLM policy and procedures and perform staff training;

C.7.5 Ensure CSOSA CSP procurement data is reported in a timely manner in FPDS-NG and compliant with FPDS-NG and Data Act requirements; and

C.7.6 Perform other OFF CLM support functions, as required. All deliverables shall be submitted in accordance with Section D.

C.8 Surge Support.

C.8.1 The Contractor may be required to provide additional support for the work identified in Section C for the base period of performance and each option period of performance. As a result, this purchase order includes an option for surge support in the base period and in each option period. Surge support is defined as additional labor hours to be used for any of the labor categories identified in Section C. Surge support may be exercised within the applicable performance period as needed (one or multiple times) in any increment of hours (one or more) until the total hours identified in the surge CLIN have been obligated.

C.8.2 For terms and conditions regarding the exercise of the surge CLIN in each performance period, refer to Section H.20.

(End of Section C)

SECTION D - PACKAGING AND MARKING

D.1 All deliverables required by this purchase order shall be submitted as directed by the Contracting Officer’s Representative (COR).

D.2 The Contractor shall provide all written deliverables in electronic format with read/write capability using Microsoft WORD 2010 format, or other than text files any other application compatible with software included Microsoft Office Suite applications. Font type of Times New Roman with a font size of 12 shall be used throughout the document. The Contractor shall minimize additional formatting as much as possible (e.g. avoid use of columns) and avoid using any design/layout elements.

(End of Section D)

SECTION E - INSPECTION AND ACCEPTANCE

E.1 Inspection will be in accordance with FAR 52.212-4(a) included in this purchase order and the terms and conditions in this Section E.

E.2 Contractor personnel performing work in the labor category Financial Systems Consultant shall provide deliverables as required by the daily performance of the duties of the position assigned. Deliverables provided as an outcome of the duties performed will be reviewed by the government staff. Any issues regarding deliverables will be resolved within the assigned work unit; however, in the event lack of performance or issues with contractor personnel output is identified, the Contractor will be requested to remove the assigned personnel and provide a replacement person that can perform the required duties as required.

(End of Section E)

SECTION F – DELIVERIES AND PERFORMANCE

F.1 Period of Performance.

The period of performance of this purchase order shall be as follows:

Specific dates to be added at award

Base Period 12 months from date of award Option Period 1 12 months from effective date of option period Option Period 2 12 months from effective date of option period Option Period 3 12 months from effective date of option period Option Period 4 12 months from effective date of option period

F.2. Place of Performance. The Contractor shall perform all work under this purchase order at any CSOSA office location in the metropolitan Washington D.C. area as designated by the Contracting Officer’s Representative (COR).

F.3 Hours of Operation

F.3.1 CSOSA hours of operation are 7:00 a.m. to 6:00 p.m., Monday through Friday, except federal holidays. Work to be performed at government facilities must be accomplished within the CSOSA hours of operation identified above. Any work at the government’s facilities outside the above identified hours of operation is not authorized unless written approval is provided by the COR.

F.3.2 The Contractor shall coordinate work hours at government facilities with the Contracting Officer’s Representative (COR). The Contractor shall not perform work at government facilities on federal holidays or other non-business days without prior approval of the COR. Refer to Section F.5 below for identification of Legal Holidays.

F.3.3 Contractors shall not work longer than the standard 8 hour workday unless approved by the COR. At the government's request, the contractor shall provide support to respond to short notice requirements and work non-standard hours when necessary. Approved hours worked beyond 8 hours per day shall be billed at the standard hourly rate.

F.4 Observance of Legal Holidays and Excused Absence

F.4.1 CSOSA personnel observe the following days as holidays:

(1) New Year's Day (6) Labor Day

(2) Martin Luther King's Birthday (7) Columbus Day

(3) President’s Day (8) Veterans' Day

(4) Memorial Day (9) Thanksgiving Day

(5) Independence Day (10) Christmas Day

F.4.2 If a holiday falls on Sunday, the following Monday will be observed as the legal holiday.

F.4.3 When a holiday falls on a Saturday, the preceding Friday is observed as a legal holiday by U.S. Government agencies.

F.4.4 In addition to the days designated as holidays, the Government observes the following days:

(1) Any other day designated by Federal Statute

(2) Any other day designated by Executive Order

(3) Any other day designated by the President’s Proclamation

F.4.5 It is understood and agreed between the Government and the Contractor that observance of such days by Government personnel shall not otherwise be a reason for an additional period of performance, or entitlement of compensation except as set forth within the purchase order. No work is authorized to be performed by the Contractor on any legal holiday or other day as designated by paragraph F.3.2 above.

F.5 Telework. The Contractor may telework only upon approval of the COR.

F.6 Notice of Contractor Delays

In the event the Contractor encounters, or anticipates encountering, difficulty in meeting performance requirements, or in complying with the purchase order delivery schedule or completion date, or whether the Contractor has knowledge that any actual or potential situation is delaying, or threatens to delay, timely performance, the Contractor shall immediately, within one

(1) business day, notify the CO and the COR, in writing, giving pertinent details; provided, however, that this notification shall be informational only in character, and that this provision shall not be construed as a waiver by CSOSA of any delivery schedule or date, or any rights or remedies provided by law or under this purchase order.

F.7 Travel. No travel is authorized under this purchase order.

F.8 Deliverables.

F.8.1 The contractor shall provide the deliverables resulting from the day-to-day performance of Contractor personnel in accordance with Section C.7 and Section D.

F.8.2 The Contractor shall provide the Certificate of Insurance signed by an authorized representative of the insurer(s) as required by Section H.17.1. Approval of the Certificate of Insurance must be made by the Contracting Officer prior to commencing any work under this purchase order.

(End of Section F)

SECTION G - CONTRACT ADMINISTRATION DATA

G.1 Contracting Officer’s Representative

G.1.1 The Contracting Officer’s Representative (COR) for this purchase order is:

To be entered at award Office of Financial Management Court Services and Offender Supervision Agency 800 North Capitol St., NW Washington, D.C. 20002-4260 Telephone Number: To be entered at award Email Address: To be entered at award

G.1.2 The COR is responsible for the technical aspects of this purchase order and serves as the liaison with the Contractor. The COR is responsible for the final inspection and acceptance of all deliverables and such other responsibilities as may be specified in the purchase order.

G.1.3 The COR is not authorized to make any commitments or otherwise obligate the Government or authorize any changes which affect the price, terms or conditions of the purchase order. Any Contractor request for changes shall be referred to the Contracting Officer directly or through the COR. No such changes shall be made without the express written prior authorization of the Contacting Officer.

G.2 Contracting Officer

G.2.1 The Contracting Officer (CO) is the only person authorized to approve changes to any of the terms and conditions of this purchase order. In the event the Contractor effects any changes at the direction of any person other than the CO, the changes will be considered to have been made without authority and no adjustment will be made in the purchase order price to cover any increase in costs incurred as a result thereof. The CO shall be the only individual authorized to accept nonconforming work, waive any requirement of the purchase order, or to modify any term or condition of the purchase order. The CO is the only individual who can legally obligate government funds. No cost chargeable to the purchase order can be incurred before receipt of a fully executed order, which includes any subsequent modifications or other specific written authorization from the CO.

G.2.2 The Contractor shall not comply with any order, direction or request of government personnel unless it is issued in writing and signed by the CO, or is pursuant to specific authority otherwise included as a part of this purchase order. No order, statement, or conduct of government personnel, other than the CO, who visit the Contractor’s facilities or in any other manner communicate with Contractor personnel during the performance of this purchase order shall constitute a change under FAR 52.212-4(c), Changes.

G.2.3 The procuring and administering CO for this purchase order is:

Reggie R. James Office of Procurement Court Services and Offender Supervision Agency (CSOSA) 800 North Capitol St., NW Washington, DC 20002-4260 Email Address: reggie.james@csosa.gov

G.3 Electronic Invoicing and Payment Requirements – Invoice Processing Platform

G.3.1 Payment requests must be submitted electronically through the U.S. Department of Treasury’s Invoice Processing Platform (IPP) system using the “Bill to Agency” of Interior Business Center – FMD.

G.3.2 “Payment request” means any request for contract financing payment or invoice payment by the Contractor. To constitute a proper invoice, the payment request must comply with the requirements identified in the applicable Prompt Payment clause included in the purchase order, or the clause GSAR 52.212-4, Contract Terms and Conditions – Commercial Items, included in commercial item contracts.

G.3.3 IPP Registration. The IPP website address is: https://www.ipp.gov. The Contractor must use the IPP website to register, access, and use IPP for submitting requests for payment.

The Contractor’s Government Business Point of Contact (as listed in SAM) will receive enrollment instructions via email from the Federal Reserve normally within 3-5 business days of the purchase order award date. Assistance with enrollment may be obtained by contacting the IPP Production Helpdesk via email at IPPCustomerSupport@fiscal.trasury.gov or by phone at

(866) 973-3131.

G.3.4 Payment Request/Invoice Submission.

G.3.4.1 Invoices shall be submitted no more than once a month, unless otherwise authorized under this purchase order.

G.3.4.2 The payment request/invoice submission must identify the specific Contract Line Item Number (CLIN) for which the contractor is seeking payment under the purchase order.

G.3.4.3 In addition to providing the information required by IPP, the contractor shall include as an attachment to the payment request/invoice the following information for each

CLIN:

a. For supplies, provide the description, unit of measure, quantity, unit price, and extended total price of the supplies invoiced.

mailto:reggie.james@csosa.gov https://www.ipp.gov/ mailto:IPPCustomerSupport@fiscal.trasury.gov

b. For services:

(1) Provide a description of services performed, e.g., labor category, hours worked, hourly rate, and amount billed by labor category, and total invoice amount.

(2) For labor hour CLINS, as authorized by GSAR 552.212-4, section (i), Payments, included in the Contractor’s GSA Schedule contract, the Contractor shall substantiate each invoice submitted by including individual daily job timecards for each person performing any work under this purchase order.

G.3.4.4 Once the electronic invoice has been submitted through IPP, no later than two business days from the electronic submission, the Contractor shall email a complete copy of the invoice, including supporting information, to the COR at TBD at award and the Contract Specialist at TBD at award.

G.3.5 CSOSA is bound by the Prompt Payment Act (5 CFR Part 1315) to reimburse contractors on the 30th calendar day after a proper and valid invoice is officially received by the Agency. Invoices submitted without required information are not considered proper. If the invoice is disputed / rejected by CSOSA, the CO appointed to the purchase order will notify the Contractor in writing of the dispute within seven (7) days of the CSOSA invoice official receipt date (the received date stamped on the invoice by OFM). The CO’s dispute / rejection notification will identify the specific invoice items and amounts being disputed, reason the items or amounts are disputed, a reference to the specific terms of the purchase order which supports the government’s dispute and a request for an immediate explanation and / or corrected invoice.

Properly disputed invoice amounts are not subject to late payment interest computations during the period of dispute. Per FAR Part 32 the Contracting Officer has the final authority to approve payment of an invoice.

G.3.6 Contractor inquiries concerning an invoice payment may be made to the CSOSA Office of Financial Management (OFM) thirty (30) calendar days after a proper invoice has been submitted. The Contractor may make payment inquires to by calling OFM, Ms. Rolanda White, at 202-220-5464 or emailing OFM at rolanda.white@csosa.gov .

(End of Section G) mailto:rolanda.white@csosa.gov

SECTION H - SPECIAL REQUIREMENTS

H.1 Security Requirements

H.1.1 Security Clearances.

H.1.1.1 The scope of work and data collection requires the Contractor to have on-site access and may require the Contractor to collect information that is Procurement Sensitive and For Official Use Only or Agency Sensitive. Therefore, personnel supporting this purchase order must have an approved CSOSA clearance, if they do not already have one.

H.1.1.2 The Contractor shall comply with the CSOSA administrative, physical and technical security controls to ensure that the government’s security requirements are met. During the course of these tasks, the Contractor shall not use, disclose or reproduce data that bears a restrictive legend, other than as required in the performance of this purchase order, and will be required to sign non-disclosure agreements. Additionally, the Contractor shall comply with the CSOSA personnel security requirements listed below.

H.1.2 Personnel Security. The Contractor agrees to adhere to all regulations prescribed by the Government in regards to the safety and security of staff and Clients. All Contractor personnel (employees and approved subcontractors) utilized under this purchase order shall submit to a CSOSA background check, and if necessary, a background investigation prior to performing. The intent and purpose of the background check/ investigation is to preclude the assignment of any individual who poses a threat to the Government, or successful work completion, due to past unlawful or inappropriate behavior. Contractor personnel must be U.S.

citizens, or be lawfully permitted to reside in the United States and possess a valid work permit.

The Contractor shall ensure that an individual does not begin work under this purchase order until the background checks are conducted and approved by the CSOSA Office of Security.

H.1.3 CSOSA Background Checks.

H.1.3.1 Once the purchase order has been awarded, the Contractor will provide the COR with completed and signed security forms for Contractor and subcontractor personnel. The forms to be completed are:

• CSOSA Security Form for Temporary Contractors (Form # CSOSA-SEC-0010) (Attachment J-1)

• CSOSA Credit Release (Attachment J-2)

• PIV Form (to be completed by COR if an access card is needed. If an access card is not needed, this form is not required) (Attachment J-3)

H.1.3.2 The COR will provide the completed security forms to the Contracting Officer who will provide the completed forms to the CSOSA Office of Security to conduct background checks. Once background checks are conducted and approved, the Office of Security will issue security approval to/through the CO/COR, who in turn will notify the Contractor. Only at that time may the Contractor notify an individual to begin work under this purchase order.

H.1.3.3 Once an individual has been granted security approval, they can begin work. The Contractor must allow up to 30 days for the Office of Security to process the CSOSA background checks.

H.1.3.4 Derogatory information, falsification of any forms, or refusal to supply information and/or forms may be considered justification for immediate security denial/removal of the individual. CSOSA has the right to request any additional information necessary to complete the background check. If Contractor personnel fail to provide any of the above information, or cooperate with the CSOSA Office of Security, the individual will be disapproved and removed immediately.

H.1.4 Office of Personnel Management (OPM) Background Investigation. Awards with a period of performance of 180 days or more must undergo a background investigation by OPM in addition to the CSOSA background check. The CSOSA Office of Security will provide the additional security forms required for initiation of the OPM background investigation. The Contractor will ensure that each individual assigned to this purchase order provides the following forms to the CSOSA Office of Security:

1. SF-85P, Questionnaire for Public Trust Positions (web-accessible form) - The Office of Security will provide the link for individuals to complete this form electronically.

2. OF 306, Declaration for Federal Employment

3. FD 258, Fingerprint Cards

H.1.5 If an individual is terminated, resigns, or for any other reason is no longer working on the purchase order, the Contractor shall ensure that all previously issued CSOSA equipment and material (including CSOSA identification card, if one has been issued) is retrieved from that individual and returned to the COR within one business day of the termination. The Contractor must notify the COR immediately when an individual is no longer working on the purchase order. The COR must immediately notify the CSOSA Office of Security and Information Technology in writing so all electronic access can be promptly terminated. In addition, the Contractor shall coordinate with the CO or COR to identify a replacement if necessary.

Replacements cannot start work until the CSOSA Office of Security provides approval.

H.1.6 Any individual who has been removed from performance under the purchase order may be required to undergo another CSOSA background check before resuming work.

H.1.7 Both the CO and the COR shall ensure that all Contractor and approved subcontractor employees who provide services under this purchase order have been approved by the CSOSA Office of Security.

H.1.8 Contractor personnel shall wear or display CSOSA issued identification at all times when performing work at a CSOSA facility. Contractor personnel shall not share or loan any

CSOSA identification. All individuals assigned to this purchase order must report the loss or misplacement of agency identification immediately to the CSOSA Office of Security.

H.1.9 By responding to the CSOSA solicitation, Contractor and approved subcontractor personnel agree to provide the requested information and cooperate with the above listed procedures. Any Contractor or approved subcontractor employee who does not obtain a favorable adjudication for the CSOSA background check, or OPM background investigation, will be unable to perform services under this purchase order. The final adjudicative determination will be made at the sole discretion of CSOSA.

H.1.10 Security and Privacy - Personally Identifiable Information (PII), Personal Health Information (PHI), or Sensitive Information Storage and Handling

The Contractor is responsible for meeting information security and privacy requirements, and for the proper handling of Personally Identifiable Information (PII), Personal Health Information (PHI), or Sensitive Information Marked as Controlled Unclassified Information (CUI) as defined by Executive Order 13556 (or similar markings – For Official Use Only (FOUO), Sensitive Security Information (SSI), Sensitive But Unclassified (SBU), or any other forms of non-public information). Such information’s security and privacy requirements include the Federal Information Security Modernization Act of 2014, E-Government Act of 2002, Privacy Act of 1974, and other applicable laws, Executive Orders, directives, policies, standards, instructions, regulations, or procedures, and agency directives, policies, instructions, regulations, or procedures. The Contractor must store, process, or transmit all PII, PHI, or Sensitive Information only within CSOSA-controlled IT resources. Any exceptions must be formally approved in writing by the CSOSA Director, CIO, Chief Privacy Officer, CISO, Records Management Officer, and formally distributed to the Contractor in writing via the authorized CSOSA CO. If exceptions are granted, specific information security and privacy requirements will be determined and formally provided to the Contractor.

H.1.11 Information Security and Privacy Training

H.1.11.2 Contractor personnel are responsible for completing initial Information Security and Privacy Training in accordance with federal regulations and agency requirements, and completing annual training thereafter.

H.1.11.2 Computer Security Incident and Privacy Breach Notification. The Contractor agrees that in the event of any actual or suspected computer security incident or breach of PII, PHI, or Sensitive Information Marked as CUI as defined by Executive Order 13556 (or similar markings – FOUO, SSI, SBU, or any other forms of Non-Public Information), the Contractor will notify within one hour, the CSOSA CIO, Chief Privacy Officer, CISO, and the COR or Contracting Officer.

H.11.3 All Contractor personnel (to include subcontractor personnel, teaming partner personnel, and independent consultants) who will be personally and substantially involved in the performance of this purchase order which requires the Contractor to act on behalf of, or provide advice with respect to any phase of an agency procurement, shall execute and submit a “Non- Disclosure Agreement” Form. All Contractor personnel must submit a Non-Disclosure Agreement prior to the commencement of any work on this purchase order. Furthermore, Contractor personnel must submit a Non-Disclosure agreement whenever replacement personnel are proposed. Any information provided by the Contractor (and any subcontractors if applicable) in the performance of this purchase order or obtained by the Government is only to be used in the performance any work under this purchase order.

H.2 Government-Furnished Property (GFP)

H.2.1 Government-Furnished Property (GFP) will be provided to the Contractor. On-site Contractors will be provided with access to office equipment, including, but not limited to, workspaces, phones, computers, printers, copiers and fax machines. GFP will be provided upon completion of the onboarding process of Contractor personnel. Access badges will be provided for all Contractor personnel assigned to work on a government site under this purchase order.

Parking facilities are not provided.

H.2.2 The Contractor shall maintain and disposition all GFP and Contractor acquired (on behalf of the government) property in accordance with FAR 52.245-1 Government Property.

H.3 Use and Charges

As authorized by FAR 52.245-9 Use and Charges (APR 2012), the Contractor is authorized to use any government Furnished Equipment/Property provided in the performance of any work awarded under this purchase order without charge.

H.4 Government-Furnished Information

H.4.1 CSOSA will provide Government-Furnished Information (GFI) information, materials, and forms unique to CSOSA to the Contractor to support tasks under the Statement of Work (SOW) included in this purchase order. Any GFI provided shall remain the property of CSOSA.

All GFI shall be returned to the government within ten (10) days of the end of the purchase order period of performance or sooner as may be requested by the COR.

H.4.2 GFI may not be distributed beyond the Contractor’s project performers without CSOSA's prior written permission by the COR.

H.4.3 The COR identified in this purchase order will be the point of contact for identification of any required information to be supplied by CSOSA.

H.5 Key Personnel

H.5.1 All Contractor personnel assigned to the labor categories identified in this purchase order are considered essential and, therefore, are considered key personnel.

H.5.2 The Contractor shall ensure that its staff maintains any required professional certifications, accreditations, and proficiencies relative to their areas of expertise. CSOSA is not responsible for paying any expenses incurred by the Contractor or by individual Contractor personnel to meet professional certification requirements.

H.5.3 Key personnel may, with the consent of the contracting parties, be changed from time to time during the course of the performance of this purchase order by adding or deleting personnel, as appropriate, in order to provide sufficient personnel possessing the education, training and experience necessary to perform the services required by this task order.

H.5.4 If one or more of the key personnel, for any reason, becomes, or is expected to become, unavailable for work under this purchase order for a continuous period exceeding thirty (30) work days, or is expected to devote substantially less effort to the work than indicated in the proposal or initially anticipated, the Contractor will promptly notify the Contracting Officer and the COR and will, subject to the concurrence of the Contracting Officer or his authorized representative, promptly replace such personnel with personnel of at least substantially equal ability and qualifications. All Contractor personnel will be required to receive approval from the COR through resume submission. CSOSA reserves the right to accept or reject any or all of the candidates.

H.5.5 Before removing or replacing any of the specified individuals or facilities, the Contractor shall notify the Contracting Officer, in writing, before the change becomes effective. The Contractor shall submit sufficient information to support the proposed action and to enable the Contracting Officer to evaluate the potential impact of the change on this purchase order. The Contractor shall not remove or replace personnel until the Contractor provides the Contracting Officer with advance notice of the proposed change and the Contracting Officer determines there is no negative impact by the proposed change.

H.6 Unforeseen Closures, Work Stoppage and Government Closures

Uncontrollable or unforeseeable circumstances such as, acts of God or the public enemy, acts of the Government in its sovereign or contractual capacity, fire, floods, epidemics, quarantine restrictions, inclement weather or special Federal or ceremonial events, may cause the Government to close. Under such circumstances, the Government will not pay for unworked hours.

H.7 Confidentiality of Reports and Other Data

Neither the Contractor, nor any affiliate, subsidiary, consultant, subcontractor, nor personnel thereof, shall divulge to any third party any information concerning deliverables produced, work performed, results obtained, or any information provided by the Government in connection with this purchase order without the prior written approval of the CO.

H.8 Limitation on Contractor’s Use of Data

For the purpose of paragraphs (b)(2)(i) and (d) of the FAR 52.227-14 Rights in Data-General clause (included in this purchase order), the Contractor shall not use, release to others, reproduce, distribute, or publish any data first produced or specifically used in the performance of this purchase order for private purposes without the prior, written approval of the CO.

H.9 Review of Announcements or Publishing

Neither the Contractor, nor any affiliate, subsidiary, consultant, subcontractor, nor personnel thereof, shall make public releases of information or any matter pertaining to this purchase order, including, but not limited to, advertising in any medium, or presentation before technical, scientific, or industry groups, without the prior written approval of the CO. The provisions of this clause shall survive the expiration of this purchase order.

H.10 Organizational Conflict of Interest

H.10.1 The Contractor warrants that, to the best of the Contractor’s knowledge and belief, there are no relevant facts or circumstances which would give rise to an organizational conflict of interest, as defined in FAR Subpart 9.5, or that the Contractor has disclosed all such relevant information.

H.10.2 The Contractor agrees that if an actual or potential organizational conflict of interest is discovered after award, the Contractor make will a full disclosure in writing to the Contracting Officer with one business day. This disclosure shall include a description of actions which the Contractor has taken or proposes to take, after consultation with the Contracting Officer, to avoid, mitigate, or neutralize the actual or potential conflict.

H.10.3 Remedies. The Contracting Officer may terminate this purchase order for convenience, in whole or in part, if it deems such termination necessary to avoid an organizational conflict of interest. If the Contractor was aware of a potential organizational 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 purchase order for cause, debar the Contractor for government contracting, or pursue such other remedies as may be permitted by law or this the Contractor’s GSA GWAC STARS II contract.

H.10.4 The Contractor further agrees to insert provisions which shall conform substantially to the language of this clause, including the paragraph (d), in any subcontract of consultant agreement hereunder.

H.11 Confidentiality and Non-Disclosure Agreement

All Contractor personnel (to include subcontractor personnel, teaming partner personnel, and independent consultants) who will be personally and substantially involved in the performance of this purchase order which requires the Contractor to act on behalf of, or provide advice with respect to any phase of an agency procurement, shall execute and submit Attachment J-4, Confidentiality and Non-Disclosure Agreement. All Contractor personnel must submit a completed Attachment J-4, Confidentiality and Non-Disclosure Agreement prior to the commencement of any work on this purchase order. Furthermore, Contractor personnel must submit a completed Attachment J-4, Confidentiality and Non-Disclosure Agreement whenever replacement personnel are proposed. Any information provided by the Contractor (and any subcontractors if applicable) in the performance of this purchase order or obtained by the government is only to be used in the performance any work under this purchase order.

H.12 Contractor Personnel Conduct

H.12.1 Contractor’s employees shall comply with all applicable government regulations, policies and procedures (e.g., fire, safety, sanitation, environmental protection, security, “off limits” areas, and possession of weapons) when visiting or working at government facilities.

H.12.2 Contractor personnel shall maintain satisfactory standards of employee competency, conduct, appearance, and integrity, as described and shall take such disciplinary action against its employee as may be necessary. All Contractors are expected to adhere to standards of conduct that reflect credit on themselves, their employee, CSOSA, and the Government.

H.12.3 The Contractor shall ensure Contractor employees understand and abide by CSOSA established rules, regulations and policies concerning safety and security.

H.12.4 Contractor personnel working on-site at Government facilities shall wear a Government issued identification badge. All Contractor personnel shall identify themselves as contractors when their status is not readily apparent.

H.12.5 Contractor personnel performing work on-site at any CSOSA location shall not consume any controlled substances as defined in schedules I through V of section 202 of the Controlled Substances Act, 21, U.S.C. 812. If on medication, the Contractor personnel shall be fully capable of performing the requirements of the statement of work.

H.12.6 The Government may, at its sole discretion, direct the contractor to remove any contractor personnel from CSOSA facilities for poor performance, misconduct, or security reasons.

H.13 Data Safeguard and Disposal

H.13.1 The Contractor shall safely store and protect from unauthorized disclosure and destruction, either direct or as a result of negligence, data collected during the duration of the purchase order. Within five days after completion of the purchase order period of performance, the Contractor shall purge all PII or sensitive data provided to the Contractor, including any backed-up data and any other PII or sensitive data held by the Contractor pursuant to this purchase order. The Contractor shall certify in writing the date information was deleted and method used for deletion. All PII or sensitive will be maintained, handled, disclosed, and disposed of in accordance with the Privacy Act of 1974, 5 U.S.C. 552a and Public Law 107-347 titled E-Government Act of 2002.

H.13.2 The Contractor will guarantee strict confidentiality of the information/data that is provided by the government during the performance of this purchase order. The government has determined that the information/data that the Contractor will be provided during the performance of this effort is of a sensitive nature and cannot be disclosed in any manner.

H.13.3 The Contractor, in whole or in part, can only make disclosure of the information/data, after the Contractor receives prior written approval from the CO. Whenever the Contractor is uncertain with regard to the proper handling of information/data under this effort, the Contractor will obtain a written determination from the CO. Contractor personnel assigned to perform work must be acceptable to the government in terms of personal and professional conduct. If at any time during performance of this purchase order, Contractor personnel are deemed a security risk, the Contractor will be responsible for immediate removal and replacement with acceptable personnel. Upon removal or completion, the Contractor will immediately return any facility access materials/passes to the COR.

H.13.4 The Contractor agrees to assume responsibility for protecting the confidentiality of government records, which are not public…