9594CS19Q0074__Amendment_0001.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT 11 . CONTRACT ID CODE

IPA~E

OF PAGES

I 3

2. AMENDMENT/MODIFICATION NUMBER 3. EFFECTIVE DATE 4. REQUISITION/PURCHASE REQUISITION NUMBER 15. PROJECT NUMBER (If applicable)

A0001 09/06/2019 OCS190093

6. ISSUED BY CODE 7. ADMINISTERED BY (If other than Item 6) CODE I Court Services and Offender Supervision Agency Office of Procurement 800 North Capitol St. , NW Washington , D.C. 20002-4260 Email : william.hall@csosa.gov

8. NAME AND ADDRESS OF CONTRACTOR (Number, street, county, State and ZIP Code) ~ 9A. AM ENDMENT OF SOLICITATION NUMBER

9594CS 19Q007 4

9B. DATED (SEE ITEM 11)

09/06/2019

10A. MODIFICATION OF CONTRACT/ORDER NUMBER

10B. DATED (SEE ITEM 13)

CODE I FACILITY CODE

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

~ The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers D is extended . ~ is not extended .

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended , by one of the following methods:

(a) By completing items 8 and 15, and returning ___ 1 ___ copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted ;

or (c) By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted , such change may be made by letter or electronic communication , provided each letter or electronic communication makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUN TING AND APPROPRIATION DA TA (If required)

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NUMBER AS DESCRIBED IN ITEM 14.

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER

NUMBER IN ITEM 10A.

• B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation data, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

• C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

• D. OTHER (Specify type of modification and authority)

E. IMPORTANT: Contractor D is not ~ is required to sign this document and return ___ 1 __ copies to the issuing office.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

Description of this amendment begins on page 2

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 1 0A, as heretofore changed, remains unchanged and in full force and effect.

15A. NAME AND TITLE OF SIGNER (Type or print)

15B. CONTRACTORIOFFEROR 15C. DATE SIGNED

(Signature of person authorized to sign)

Previous edition unusable

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

Reggie R. James

16B. UNITED STATES OF AMERICA 16C. DATE SIGNED

(Signature of Contracting Officer)

STANDARD FORM 30 (REV. 11/2016)

Prescribed by GSA FAR (48 CFR) 53.243

9594CS19Q0074 Amendment 0001

Vocational Life Skills Training

SF-30 Continuation Page 2 of 3

The purpose of Amendment 0001 is to make the following changes to Solicitation

9594CS19Q0074:

1. Clarify the solicitation closing date of September 11, 2019 at 12 PM EDT.

2. Change points of contact for proposal submissions to William Hall at william.hall@csosa.gov (202) 220-5717 and Catherine Collins at catherine.collins@csosa.gov (202) 220-5354.

Section L.5.2.3.4 now reads

“For each prime contractor and, if applicable, subcontractor project submitted, the Quoter shall provide each project’s reference with a copy of the Past Performance Questionnaire

(Section J, Attachment J-4) and ask the reference to complete the questionnaire and return a copy by email to william.hall@csosa.gov and Catherine.collins@csosa.gov.

References should be asked to ensure the questionnaire is returned on or before the closing date specified for quote submission in Section L.8. Completed and returned Past

Performance Questionnaires will not count against the five (5) page limit for the Past

Performance Summary.”

Section L.8 Due Date for Submission of Quotes now reads

“L.8.1 The offer letter, technical volume, and price volume together constitute a complete submission. Entities submitting a quote shall provide its submission as follows:

L.8.1.1 Five (5) complete sets (offer letter, technical volume, and price volume) via hard copy. Submissions shall be printed single spaced on 8.5 inch by 11inch white paper with

1 inch margins at the top, bottom and sides. The type shall be Times New Roman, 12-point for body text and 10-point for graphs, charts and tables. Quotes shall be submitted using one (1) three ring binder to hold all three (3) elements, with the individual elements separated using tabs, and each element’s subparts also separated by tabs.

L.8.1.2 One copy of all information included in the hard copy submission provided on a read/write DVD. The DVD shall contain a copy of the entity’s complete hard copy submission in the format of the original file, e.g., Word, Excel, etc. If more than one

DVD is needed to capture all of the hard copy submission information, label the DVDs accordingly, e.g., 1 of 3, 2 of 3, etc.

L.8.2 The above submission shall be hand delivered by the Contractor or a courier services such as Federal Express or UPS no earlier than 9:00 AM (Local Washington DC time) and no later than 12:00 PM (Local Washington, DC time), September 11, 2019 at the following address:

Court Services and Offender Supervision Agency (CSOSA)

800 North Capitol Street NW, Room 6119 mailto:william.hall@csosa.gov mailto:catherine.collins@csosa.gov mailto:william.hall@csosa.gov mailto:Catherine.collins@csosa.gov

9594CS19Q0074 Amendment 0001

Vocational Life Skills Training

SF-30 Continuation Page 3 of 3

Washington, D.C. 20002-4260

L.8.3 The quote shall be marked for the attention of William Hall, Senior Contract

Specialist (Contractor) and Catherine Collins, Senior Contract Specialist (Contractor).

Call William Hall at (202) 220-5717 or Catherin Collins (202) 220-5354 upon arrival at the CSOSA security station.

L.8.4 Quotations delivered after 12:00 PM EDT, September 11, 2019 will be considered late.

L.8.5 Entities submitting a quote shall assume full responsibility for ensuring that the submission is received by the required date and time above. Late quotes are subject to the terms specified in FAR 52.212-1, Instructions to Offerors – Commercial Items.

L.8.6 Quoters are requested to email William Hall at william.hall@csosa.gov and

Catherine Collins at Catherine.Collins@csosa.gov no later than 5:00 PM (Local

Washington, DC time), September 9, 2019 to provide notification of your intent to submit a quote.”

mailto:william.hall@csosa.gov mailto:Catherine.Collins@csosa.gov

Vocational Training and Life Skills Intervention

Solicitation 9594CS19Q0074

SECTION B – SUPPLIES OR SERVICES AND PRICES/COSTS

B.1 Services

Contractor shall provide services in accordance with the Statement of Work (Section C).

B.2 Contract Type

This is a Fixed Price purchase order with unit rates. Quantities are Not-to-Exceed the allotted quantities and cost associated with each CLIN.

B.3 Contract Funding

This purchase order is incrementally funded in the amount of $ TBD. Additional funding will be added by a purchase order modification. (To be removed upon award if fully funded.). The

Contractor is not authorized to exceed the obligated amount on this purchase order.

B.4 North American Industry Classification System (NAICS) and Small Business Size

Standard

The NAICS Code for this purchase order is 611699, All Other Miscellaneous Schools and

Instruction, and the small business size standard is $11.0M.

B.5 Contract Line Item Structure

Below is the purchase order price schedule for each period of performance.

B.5.1 Base Period – 12 months from date of award

(End of Section B)

Line

Item Description Quantity Unit Unit Price Total Price

0001 Curriculum 1 Lot

Vocational Training & Life Skills

Group Sessions 52 Session

Guest Presenter: Specialist

Presentation on Music Industry Skills 52 Session

Base Period Total

SECTION C – DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

C.1 Agency Background

The mission of the Court Services and Offender Supervision Agency (CSOSA) is to increase public safety, prevent crime, reduce recidivism, and support the fair administration of justice in close collaboration with the community. CSOSA is responsible for the supervision of all probationers and parolees held under the authority of any United States or District of Columbia statute, or any other lawful authority and entrusted to the District. CSOSA has been mandated to provide comprehensive treatment services to offenders (hereinafter referred to as Students) who have been ordered to undergo such treatment by the courts, either as part of a sentence or pre-sentence, or as a condition of probation or parole.

C.2 Objectives

C.2.1 The objective for this purchase order is for the Contractor to deliver Vocational

Training and Life Skills Intervention group sessions to Students engaged in CSOSA’s

Community Engagement and Achievement Center (CEAC)/Vocational Opportunities for

Training, Education and Employment.

C.2.2 The mission of the CEAC is to enhance risk containment of CSOSA’s high-risk

Students by coordinating programming and support services up to four days per week. The objectives of vocational training and life skills interventions are to:

C.2.2.1 Engage Students in an activity that they choose and that encourages frequent and regular attendance. By engaging students in this intervention, CSOSA intends to increase the student’s motivation to engage in other required programming up to four days per week.

C.2.2.2 Develop student skills related to artistic endeavors related to music recording, performing or production that students can use to seek, find, and maintain employment.

C.3 Scope

C.3.1 The Contractor shall deliver the following:

C.3.1.1 Vocational Training and Life Skills Group Sessions related to music recording, performing or production that students can use to seek, find, and maintain employment.

In doing so, the contractor(s) shall facilitate group sessions of up to twenty (20) students to enable students to complete all learning goals and objectives specified for the curriculum requirements in Section C.4.1.

C.3.1.2 Guest Speakers (specialists/experts on different aspects of the music industry subcontracted to make presentations at individual training sessions).

C.3.2 The Contractor shall provide all personnel, equipment, supplies, tools, materials, curricula and other items and non-personal services necessary to complete the work as defined in this Statement of Work (SOW), except for those items specified as government furnished property (GFP) and equipment (GFE) and services. The Contractor shall perform to the standards established in this SOW.

C.4 Tasks

C.4.1 Task 1 – Curriculum. The Contractor shall prepare and deliver a curriculum designed to prepare students to build skills related to music recording, performing or production. The curriculum should feature a combination of topics that expose students to important aspects of songwriting, musical performance, recording, marketing, performance production, sound production, video production or other facets of the music and entertainment industry.

C.4.1.1 The curriculum should be structured so that one group of students can complete the curriculum in no more than 16 weekly, one-hour sessions (16 hours). The Contractor shall deliver three classes consisting of 16 one (1) hour sessions for each class during the base and each option period. CSOSA will allow up to 52 sessions per 12 month performance period in order to allow four (4) make up sessions.

C.4.1.2 The Contractor shall specify in the curriculum detailed lesson plans that defines how the Contractor proposes to deliver each session. The proposed lesson plan shall also include a brief biography of the lesson facilitator and any guest speaker(s) for each session listed in the curriculum. For each required session, the curriculum shall specify the topic (including audition sessions to select students for each class), learning objectives, the facilitator or any guest facilitator(s) or speaker(s), and the location of the session. When specifying the location of the session the curriculum should indicate that the session will be delivered at a

CSOSA facility designated by the COR, or at a specific field location, such as a visit to a radio station, provided it is within the immediate Washington, DC area and accessible by public transportation. The Contractor will be responsible for the cost of student round trip transportation expense.

C.4.1.3 The Contractor’s curriculum shall provide each student the opportunity to produce, or perform in, an entertainment event, such as a musical concert, so as to gain performance, production, or other relevant experience.

C.4.1.4 The Curriculum shall be provided to the COR ten (10) business days following contract award.

C.4.2 Task 2 - Provision of vocational training and life skill sessions. The Contractor shall facilitate weekly, one-hour vocational training and life skills sessions per the curriculum design for each class of students.

C.4.2.1 The Contractor shall enroll up to 20 students in each class.

C.4.2.2 The Contractor shall deliver three classes (consisting of up to 16 weekly sessions for each class) per 12 month performance period. The Contractor shall deliver the classes consecutively, unless directed by the COR to deliver classes concurrently

C.4.2.3 The Contactor shall deliver the sessions at the CSOSA location designated by the

COR. CSOSA may direct the Contractor to perform services at any of the following locations or future CSOSA locations, in the event CSOSA sites change:

4415 South Capitol Street SW, Washington, DC

3850 South Capitol Street SE, Washington, DC

2101 Martin Luther King Avenue, SE, Washington, DC

633 Indiana Avenue NW, Washington, DC

601 Indiana Avenue NW, Washington, DC

300 Indiana Avenue NW, Washington, DC

800 North Capitol Street NW, Washington, DC

910 Rhode Island Ave NE, Washington, DC

1230 Taylor Street NW, Washington, DC

Reentry and Sanctions Center, 1900 Massachusetts Avenue SE, Washington, DC

C.4.2.4 The Contractor shall provide all materials required for the facilitation of group sessions, such as Participant Workbook, PowerPoint Presentation, resource materials, and additional handouts, necessary to facilitate sessions with the students.

C.4.2.5 Facilitate Student Group Sessions, No later than 30 days following contract award, or as soon as the Contractor staff receive clearance from the CSOSA background review, the Contractor shall provide qualified personnel to start facilitating sessions. The group sessions shall commence on time, facilitated by qualified personnel, and conform to the structure laid out in the group facilitation schedule. The Contractor is responsible for providing staff coverage for all scheduled sessions. The Contractor must notify the COR of any substitutions of personnel, due to illness or scheduling conflicts, prior to the scheduled session.

C.4.2.5.1 Attendance. The Contractor group session facilitator shall track all group session attendees using the CSOSA furnished attendance sheet. Within 24 hours of the group session, the attendance sheet shall be submitted to the COR.

C.4.2.5.2 Documentation. The Contractor is required to document student participation in group sessions in SMART, the CSOSA automated case and record management system, or other CSOSA provided record tracking system (if applicable). The Contractor shall document the group session activity, the individual student’s engagement and responses in the group, and any notable behavior displayed by any student during the course of the group session. Group session notes shall contain the heading specifying the program, session title, and individualized group session notes. Individualized group notes shall be completed on all group session participants within 24 hours of the group session completion.

C.5 Key Personnel. The Contractor shall provide all Key Personnel necessary to provide services in accordance with this Section C Statement of Work (SOW). The Contractor’s session facilitator(s) shall have at least one (1) year of associated and relevant experience performing, instructing performers, managing/marketing musical performers, technical production, or producing music or radio shows for radio, television, Internet or other means of electronic dissemination.

C.6 Background/Security Review. No later than ten (10) calendar days following contract award, the Contractor staff must complete the CSOSA government contractor background check and obtain security clearance prior to providing direct services to students. Guest presenters will not be required to complete the background check, but a CSOSA employee or contract staff with an active, approved background check, must escort any guest presenters at CSOSA locations.

C.7 Schedule to Facilitate Offender Group Sessions. No later than ten (10) business days following contract award, the Contractor shall develop and submit the group facilitation schedule that includes time, date, facilitator, and guest presenter (if any) for each session. The COR shall review and approve the proposed group facilitation schedule within five (5) business days of the submission. Any changes to the approved schedule must be submitted in writing and must be approved by the COR in advance of implementing.

C.8 Contractor and Contractor Personnel Standards of Conduct

C.8.1 In 5 C.F.R. PART 2635.101, there is guidance on developing a standard of conduct for the Contractor and Contractor employees. Also, a minimum code of conduct is set forth below to provide guidance in achieving a greater individual standard. Contractors and Contractor employees assigned to the purchase order shall:

a. Be courteous and demonstrate good manners toward all Students, CSOSA employees, and the public.

b. If a Contractor employee should be detained or become aware of being under investigation, by any federal, state or local agency, for any legal or ethical violation, the Contractor employee must report this to the Contractor, no later than the next working day. The Contractor shall immediately report the incident to the COR.

c. Except in an officially authorized capacity, not possess narcotics, dangerous drugs controlled substances, or marijuana either on or off duty. Abstain from the consumption and possession of alcoholic beverages while on duty. Not report for duty or work under the influence of intoxicants or drugs. Not report for duty or work under any condition that impairs the ability to perform as expected.

d. Avoid personal and business associations with persons known to be convicted felons or persons known to be connected with criminal activities. This does not apply to immediate family members so long as notification is made to the COR. It is the responsibility of the Contractor to report any relationship (including friendships, family relationships (i.e. relatives), spouses/cohabitants, parental relationships, etc.) with a known Client immediately to the CO and COR.

e. Avoid any criminal, infamous, dishonest, immoral, or notoriously disgraceful conduct; habitual use of intoxicants or non-prescription drugs to excess.

f. Report violations of prescribed rules, regulations and any violations of statute or law to the Contractor and/or the COR.

g. Not violate security procedures or regulations.

h. Always perform assignments in accordance with prescribed regulations to the best of personal ability and in accordance with safe and secure working procedures and practices.

i. Refrain from use of abusive or offensive language, quarreling, intimidation by words, actions, fighting and participation in disruptive activities that interfere with normal and efficient operations.

C.9 Post-Award Meeting. The COR will schedule a post-award meeting between the Contractor and CSOSA within ten (10) business days following purchase order award. The purpose of this meeting will be to review the performance requirements of the contract, the roles and responsibilities of CSOSA and the Contractor under the contract, and any other issues either party may want to discuss. The Contractor shall prepare a meeting report that details who was in attendance at the meeting, what discussions took place, and what agreements were reached. A copy of the report shall be provided to the COR within ten (10) business days following the meeting.

(End of Section C)

SECTION D - PACKAGING AND MARKING

D.1 Deliverables

Deliverables provided electronically shall be formatted with read/write capability using

Microsoft WORD 2010 format, or other than text files any other application compatible with

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). 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) and the terms and conditions in this Section

E.

E.2 Inspection and/or Acceptance

The CSOSA COR shall be responsible for performing the inspection of all services rendered under this purchase order, with support, as deemed necessary, from other CSOSA components.

(End of Section E)

SECTION F - DELIVERIES AND PERFORMANCE

F.1 Period of Performance

The period of performance of this purchase order is as follows:

Specific dates to be added at award.

Base Period – 12 months from date of award

F.2 Place of Performance

The Contractor will perform the work under this purchase order at CSOSA’s facilities located in

Washington, DC.

F.3 Observance of Legal Holidays

F.3.1 CSOSA personnel observe the following days as holidays:

a. New Year's Day f. Labor Day

b. Martin Luther King's Birthday g. Columbus Day

c. President’s Day h. Veterans' Day

d. Memorial Day I. Thanksgiving Day

e. Independence Day j. Christmas Day

F.3.2 If a holiday falls on Sunday, the following Monday will be observed as the legal holiday.

F.3.3 When a holiday falls on a Saturday, the preceding Friday is observed as a legal holiday by U.S. Government agencies.

F.3.4 In addition to the days designated as holidays, the Government observes the following days:

a. Any other day designated by Federal Statute

b. Any other day designated by Executive Order

c. Any other day designated by the President’s Proclamation

F.3.5 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.

F.4 Notice of 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, the timely performance of this purchase order, 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.5 Emergencies

In the event of unforeseen emergency circumstances, such as natural disasters, acts of God, or any other major business interruptions, the Contractor shall follow the guidance and direction of

CSOSA personnel.

F.6 Travel. No travel reimbursement is allowed under this purchase order.

F.7 Deliverables and Reports.

DELIVERABLES AND REPORTS SOW

REFERENCE

DUE DATE REQUIRED

FORMAT

Curriculum C.4.1 Ten (10) business days following contract award

Hardcopy

Post-award Meeting C.12

No later than ten (10) business days following contract award.

Teleconference and/or in person

Completed Security Background

Forms

C.6 No later than ten (10) business days following contract award.

Hardcopy

Schedule to Facilitate Offender

Group Sessions

C.8 No later than ten (10) business days following contract award.

Hardcopy

Facilitate Offender Group

Sessions

C.4.2 No later than 30 business days following contract award

Hardcopy

DELIVERABLES AND REPORTS SOW

REFERENCE

DUE DATE REQUIRED

FORMAT

Submit offender group session attendance sheet

C.4.2.5.1 Within 24 hours of each group session

Hardcopy

Update SMART (or other

CSOSA tracking system) documentation

C.4.2.5.2 Within 24 hours of each group session

Entries in

SMART (or other CSOSA tracking system)

(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:

Name TBD

Office of Information Technology

Court Services and Offender Supervision Agency (CSOSA)

800 N. Capitol Street, NW, 6th Floor

Washington, DC 20002

Telephone Number: TBD

Email Address: TBD

G.1.2 The COR is responsible for the technical aspects of the purchase order and serves as the liaison with the Contractor. The COR is responsible for the final inspection and acceptance of all work performed and such other responsibilities as may be specified in this 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 delivery order price, terms or conditions.

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 delivery 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 delivery 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 delivery order, or to modify any term or condition of this delivery order. The CO is the only individual who can legally obligate government funds. No cost chargeable to the proposed delivery order can be incurred before receipt of a fully executed delivery order, which includes any subsequent delivery order 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 delivery 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 delivery order shall constitute a change under the terms for changes included in FAR 52.212-4 of this delivery order.

G.2.3 The procuring and administering Contracting Officer for this delivery order is:

Reggie R. James

Office of Procurement

Court Services and Offender Supervision Agency (CSOSA)

800 N. Capitol Street, NW, 6th Floor

Washington, DC 20002

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 Definitions.

G.3.2.1 “Contract” as used throughout this clause means the type of contract identified in

Section B.1 Type of Contract.

G.3.2.2 “Payment request” means any request for contract financing payment or invoice payment by the Contractor.

G.3.3 To constitute a proper invoice, the payment request must comply with the requirements identified in the applicable Prompt Payment clause included in the contract. or the clause FAR

52.212-4, Contract Terms and Conditions – Commercial Items, included in commercial item contracts.

G.3.4 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 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 mailto:reggie.james@csosa.gov https://www.ipp.gov/ the contract award date. Assistance with enrollment may be obtained by contacting the IPP

Production Helpdesk via email at IPPCustomerSupport@fiscal.treasury.gov or by phone at (866)

973-3131.

G.3.5 Payment Request/Invoice Submission.

G.3.5.1 Invoices shall be submitted in IPP with a unique invoice number and on a timely basis upon the delivery of each item required by this delivery order.

G.3.5.2 The payment request/invoice submission must identify the specific Contract Line

Item Number (CLIN) for which the contractor is seeking payment under the contract.

G.3.5.3 In addition to providing the information required by IPP, the contractor shall include in IPP as an attachment(s) to the specific payment request/invoice amount the following information for each CLIN:

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

b. For services:

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

(2) For labor hour CLINS, as authorized by FAR 52.212-4(i) Payments, the contractor shall substantiate each payment request/invoice submitted by including individual daily job timecards for each person (on-site and off-site) performing any work under this contract.

G.3.6 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.

G.3.6.1 Invoices submitted in IPP to incorrect CLINs and/or without required or valid attachment information are not considered proper.

G.3.6.2 Improper or invalid IPP invoices shall be disputed / rejected by CSOSA in their entirety. If the invoice is disputed / rejected by CSOSA, the CO or COR appointed to the contract 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). CSOSA’s written 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 contract which supports the government’s dispute and a request for an immediate explanation and / or corrected invoice. In addition, the invoice will be rejected by CSOSA in IPP. The

Contractor shall re-submit corrected invoices in IPP, with required attachments, using a new, unique invoice number.

mailto:IPPCustomerSupport@fiscal.treasury.gov

G.3.6.3 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.3.7 The Contractor should review IPP to determine the current status of a submitted invoice. 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)

SECTION H - SPECIAL CONTRACT REQUIREMENTS

H.1 Personnel Security

H.1.1 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.1.2 CSOSA Background Checks. 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 The COR will provide the completed security forms to the CO 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.

mailto:rolanda.white@csosa.gov

H.1.4 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.1.5 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.1.6 Office of Personnel Management (OPM) Background Investigation. Contracts 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:

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.

OF 306, Declaration for Federal Employment

FD 258, Fingerprint Cards

H.1.7 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 CO within 24 hours. The Contractor must notify the CO immediately when an individual is no longer working on the purchase order. The CO 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.1.8 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.1.9 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.1.10 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.1.11 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.2 Review of Announcements or Publishing

Neither the Contractor, nor any affiliate, subsidiary, consultant, subcontractor, or 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 Contracting Officer. The provisions of this clause shall survive the expiration of this purchase order.

H.3 Period of Claim

Notwithstanding the claim period stated in FAR 52.212-4(d), Disputes, and pursuant to FAR 33.206, Initiation of a Claim, the Contractor agrees to submit any claim related to this purchase order within 12 months after accrual of the claim.

H.4 Key Personnel

H.4.1 All group session facilitators are considered essential to the work being performed under this purchase order and therefore, are considered key personnel.

H.4.2 The Contractor shall ensure that its staff maintains any required professional certifications, accreditations, and proficiency relative to their areas of expertise. The

Government is not responsible to pay expenses incurred by the Contractor or by individual

Contractor personnel to meet professional certifications requirement.

H.4.3 Key personnel may, with the consent of the contracting parties, be changed from time to time during the course of the 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 purchase order.

H.4.4 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 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. The Government reserves the right to accept or reject any or all of the candidates.

H.4.5 Before removing or replacing any of the specified individuals, 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 CO with advance notice of the proposed change and the CO determines there is no negative impact by the proposed change.

H.5 Records Management

H.5.1 The Contractor must manage Federal records in accordance with applicable records management laws and regulations, including, but not limited to, the Federal Records Act 44

U.S.C. Chapters 21, 29, 31 and 33; Freedom of Information Act (5 U.S.C. 552); Privacy Act

(5 U.S.C. 552a); and 36 CFR Part 1222 and Part 1228.

H.5.1.1 The Contractor shall treat all deliverables under the purchase order as the property of the U.S. Government for which CSOSA shall have unlimited rights to inspect, use, dispose of, or disclose such data contained therein as it determines to be in

CSOSA’s or the public interest.

H.5.1.2 The Contractor shall not retain, use, sell, or disseminate copies of any deliverable that contains information covered by the Privacy Act of 1974, or that which is generally protected by the Freedom of Information Act.

H.5.1.3 The Contractor shall not create or maintain any records containing any CSOSA or Client data/records that are not specifically tied to, or authorized by, the purchase order.

H.5.1.4 CSOSA owns the rights to all data/records and electronic information

(electronic data, electronic information systems, electronic databases, etc.), and all supporting documentation created as part of this purchase order. Contractor must deliver sufficient technical documentation with all data deliverables to permit CSOSA to use the data.

H.5.1.5 The Contractor agrees to comply with Federal and CSOSA records management policies, including those policies associated with the safeguarding of records covered by the Privacy Act of 1974. These policies include the preservation of all records created or received regardless of format [paper, electronic, etc.] or mode of transmission [e-mail, fax, etc.] or state of completion [draft, final, etc.],in accordance with www.archives.gov/records-mgmt/ardor/records-schedules.html.

http://www.archives.gov/records-mgmt/ardor/records-schedules.html

H.5.1.6 The Contractor is responsible for preventing unauthorized destruction of data or records, including all forms of mutilation. Willful and unlawful destruction, damage or alienation of Federal records is subject to the fines and penalties imposed by 18 U.S.C.

2701. CSOSA Client records may not be removed from the legal custody of the

Contractor or destroyed.

H.5.1.7 The Contractor is required to obtain the CO's approval prior to engaging in any

3rd party contractual relationship (subcontractor) in support of this purchase order requiring the disclosure of information, documentary material, and/or records generated under, or relating to, this purchase order. The Contractor and any subcontractor are required to abide by CSOSA guidance for protecting sensitive or proprietary information.

H.6 Disclosure of Information

H.6.1 Any information made available to the Contractor by CSOSA shall be used only for the purpose of carrying out the provisions of this contract and shall not be divulged or made known in any manner to any person except as may be necessary in the performance of this purchase order.

H.6.2 In performance of this purchase order, the Contractor assumes responsibility for protection of the confidentiality of CSOSA and Client data/records and shall ensure that all work performed by its approved subcontractors shall be under the supervision of the

Contractor.

H.6.3 Each officer or employee of the Contractor or any of its approved subcontractors to whom any CSOSA or Client data/record may be made available or disclosed shall be notified in writing by the Contractor that information disclosed to such officer or employee can be used only for a purpose, and to the extent, authorized herein. Further disclosure of any such information, by any means, for a purpose or to an extent unauthorized herein, may subject the Contractor and/or offender to criminal sanctions imposed by 19 U.S.C. 641.

That section provides, in pertinent part, that whoever knowingly converts to their use, or the use of another, or without authority, sells, conveys, or disposes of any record of the United

States, or whoever receives the same with intent to convert it to their use or gain, knowing it to have been converted, shall be guilty of a crime punishable by a fine of up to $10,000, or imprisoned up to ten years, or both.

H.7 Disclosure of Conflicts of Interest

H.7.1 It is CSOSA policy not to allow contractors to continue purchase order performance whose objectivity may be impaired because of any related past, present or currently planned interest, financial or otherwise, in organizations regulated by CSOSA, or in organizations whose interests may be substantially affected by CSOSA activities.

H.7.2 Based on this policy:

a. The Contractor shall disclose as soon as reasonably possible any conflict of interest with respect to this purchase order; making an immediate and full disclosure in writing to the CO. The disclosure shall include a description of the action which the Contractor has taken or proposes to take, to avoid or mitigate such conflict.

b. The CO will review the disclosure and may require additional relevant information from the Contractor. If a conflict of interest is found to exist, the CO may (a) terminate the award, or (b) determine that it is otherwise in the best interest of the United States to continue the purchase order performance and include appropriate provisions in the purchase order to mitigate or avoid such conflict.

H.7.3 Conflicts of interest that require disclosure include all past, present or currently planned organizational, financial, contractual or other interest(s) with an organization regulated by CSOSA, or with an organization whose interests may be substantially affected by CSOSA activities, and which is related to the purchase order. The interest(s) that require disclosure include those of any offeror, affiliate, proposed consultant, proposed subcontractor and key personnel of any of the above. Past interest shall be limited to within one (1) year of the date of purchase order award. Key personnel shall include any person owning more than a 20 percent interest in the Contractor, and the Contractor's corporate officers, its senior managers, and any employee who is responsible for making a decision, or taking an action on this purchase order, where the decision or action can have an economic or other impact on the interests of a regulated or affected organization.

H.8 Access to Sensitive Information

H.8.1 Work under this purchase order may involve access to sensitive information* which shall not be disclosed by the Contractor unless authorized by the CO. To protect sensitive information, the Contractor shall provide training to any Contractor employee authorized access to sensitive information and, upon request of CSOSA, provide information as to an individual’s suitability to have such authorization. Contractor employees found by CSOSA to be unsuitable, or whose employment is deemed contrary to the public interest or inconsistent with the best interest of national security, may be prevented from performing work under this purchase order when requested by the CO.

H.8.2 The Contractor shall ensure that Contractor employees are citizens of the United

States of America, or an alien who has been lawfully admitted for permanent residence or employment (indicated by immigration status), as evidenced by investigations in accordance with DOT Order 1632.20, Personnel Security Management. The Contractor shall include the above requirements in any approved subcontract awarded involving access to CSOSA facilities, sensitive information, and/or resources.

*Sensitive Information is Personally Identifiable Information (PII), proprietary data or other information that, if subject to unauthorized access, modification, loss or misuse could adversely affect national interest, conduct of Federal programs, or the privacy of individuals specified in the Privacy Act, but has not been specifically authorized to be kept secret in the interest of national defense or foreign policy under an Executive Order or Act of Congress.

H.9 CSOSA Contractor Information Security Requirements

H.9.1 The Contractor shall implement an information security program for the secure storage of all Client records which are created, stored, or transmitted in an electronic format.

The Contractor’s information security program shall be in compliance with “Confidentiality of Alcohol and Drug Abuse Patient Records” 42 C.F.R. Part 2, and local, state and federal laws and regulations regarding the confidentiality of Client records to include, but not be limited to, the Health Insurance Portability and Accountability Act (HIPAA) 45 C.F.R. Part

160 and 45 C.F.R. Part 164, Subpart C. All electronic files shall be properly stored, protected and maintained in accordance with applicable local, state and federal law, including HIPPA and Certified Clinical Health Information Technology (CCHIT).

H.9.2 The term “personally identifiable information” or PII refers to information which can be used to distinguish or trace an individual's identity, such as their name, social security number, biometric records, etc. alone, or when combined with other personal or identifying information which is linked or linkable to a specific individual, such as date and place of birth, mother’s maiden name, etc.

H.9.3 Data Security: Loss and/or Disclosure of Personally Identifiable Information

(PII) – Notification of Data…