Attachment A - Statement of Work.pdf

RISK MANAGEMENT, FINANCIAL ANALYSIS

and ADMINISTRTATIVE SUPPORT SERVICES

U.S. SMALL BUSINESS ADMINISTRATION

OFFICE OF CAPITAL ACCESS

RISK MANAGEMENT, FINANCIAL ANALYSIS

and ADMINISTRATIVE SUPPORT SERVICES

PERFORMANCE-BASED STATEMENT OF WORK

BACKGROUND

The U.S. Small Business Administration (SBA) was created in 1953 as an independent agency of the federal government to aid, counsel, assist, and protect the interests of small business concerns, to preserve free competitive enterprise, and to maintain and strengthen the overall economy of our nation. The SBA’s mission is to help Americans start, build, and grow businesses.

The mission of the Office of Capital Access (OCA) is to help make capital available through banks and other lending partners (SBA Lenders). One of the financial vehicles used by OCA in making capital available is the guarantee of individual loans originated by participating SBA Lenders under the 7(a) Loan Program. Loan guarantees are provided when the SBA Lender can substantiate that SBA Loan Program Requirements have been met with individual loan guarantees going as high as 90.0 percent of the gross loan amount. In order to remain a viable program, Lender activities are monitored by the Office of Credit Risk Management (OCRM), a department within OCA. OCRM is tasked with various activities including, but not limited to, conducting risk-based reviews of the SBA Lenders. These review activities are led by OCRM staff. However, in order to accomplish its goals, OCRM utilizes contractors for support activities.

SCOPE

The Contractor shall provide personnel with the ability to augment the Small Business Administration’s work force and support the Office of Capital Access at its Headquarters office in Washington, D.C. Personnel provided shall support OCRM’s activities, to include assisting with Delegated Authorities (nominations, re-delegations, and renewals), Desktop Reviews, and other diagnostic activities to assess Lender risk.

SINGLE AWARD IDIQ CONTRACT WITH FIRM-FIXED PRICE OR NOT-TO-

EXCEED CALLS

This procurement is for a single award Indefinite Delivery Indefinite Quantity (IDIQ) contract to obtain non-personal services. The IDIQ contract is for a base year and four option years.

Calls will be for a firm-fixed price or not-to-exceed price, based on Contractor’s fully loaded labor-hour rates, labor categories required, and level of effort. This service is being procured as a women owned small business set-aside.

OVERALL PERFORMANCE REQUIREMENTS

Contractor shall provide staffing augmentation in support of risk management, financial analysis, special project management and support, and other key functions supporting the Office of Capital Access. Contractor employees occupying each position shall be familiar with proper grammar, punctuation, and formatting, as well as financial concepts, principles, and SBA 7(a) delegated lender authority nomination and renewals processing. The Contractor shall perform the administrative research necessary, to include but not be limited to, collecting all required information and certification from the SBA Lender and internal partners, such as the District Office, to assist the SBA in determining eligibility and qualification for the specific status being sought. Contractor shall complete Desktop Reviews utilizing the Lender Portal, SBA’s Capital Access Financial System, and other resources that may be provided to perform data and diagnostic analysis in the generation of work papers and a finished report detailing the results of the analysis.

Position descriptions are provided in Attachment A. Contractor shall provide on-site supervision of its employees at all times.

REQUIRED PERSONNEL LABOR CATEGORIES

Contractor shall have access to the following listed labor categories – which are more fully described on Attachment A. Since work is to be performed in SBA’s listed offices, Contractor shall have access to workers within these labor categories who can perform the work in physical areas listed in this Performance-Based Statement of Work (SOW). The labor categories are as follows:

• On-Site Supervisor;

• Program Analyst I, II, III (GS Level Equivalent of GS-10/11/12);

• Administrative Assistant I, II, III (GS Level Equivalent of GS-3/4/5); and

• Financial Analyst (GS Level Equivalent of GS-11/12); and

Contractor shall designate a Project Manager to oversee implementation and execution of the Contract and to serve as the Contractor’s primary point of contact with the SBA Contracting Officer’s Representative (COR). Contractor shall not bill SBA directly for the time and services of the Project Manager. The services of the Project Manager shall be considered a management function of the Contractor and shall be absorbed in the overall cost of general and administrative expenses. The Project Manager shall have comprehensive knowledge and experience in personnel services, contract administration, and customer relations. Contractor’s Project Manager shall ensure that the requirements of this contract are fully met. It is expressly understood that the Project Manager costs are part of the fully loaded labor rates for the designated labor categories and shall not be separately charged to the SBA.

Contractor shall designate an On-Site Supervisor for each SBA office in which the Contractor has placed three or more Contractor employees. The On-Site Supervisor serves as a full-time, on-site supervisor who shall also hold the collateral duty position described below. Contractor shall bill SBA directly for the time and services of the On-Site Supervisor in the amounts determined by this Contract. The On-Site Supervisor responsibilities shall be a collateral duty of individuals holding one of the positions. If Contractor supplies less than three employees to an SBA office, then the Project Manager shall serve as the “on-site supervisor.”

Contractor agrees that, for the benefit of the Government and center workload needs, the Government may elect not to backfill immediately when a contractor employee leaves Contractor for any reason during a Order period of performance (POP). In the event of Contractor providing fewer positions than originally stated in the Order, the parties will bilaterally modify the Order to reduce the corresponding price accordingly.

PERSONNEL REQUIREMENTS

KEY PERSONNEL

Project Manager

The Contractor shall provide a Project Manager who shall be responsible for all Contractor work performed under this SOW. The Project Manager is further designated as Key Personnel by the Government. Contractor shall not bill SBA directly for the time and services of the Project Manager. The services of the Project Manager shall be considered a management function of the Contractor and shall be absorbed in the overall cost of general and administrative expenses. The Project Manager shall have comprehensive knowledge and experience in program management and multi-calls or calls for risk management, financial analysis or administrative support staff augmentation services contract management, contract administration, and customer relations.

Contractor’s Project Manager shall ensure that the requirements of this contract are fully met. It is expressly understood that the Project Manager costs are part of the fully loaded labor rates for the designated labor categories and shall not be separately charged to the SBA.

The Project Manager shall be a single point of contact for the Contracting Officer (CO) and the COR. It is anticipated that the Project Manager shall be one of the senior level employees provided by the Contractor for this work effort. During any absence of the Project Manager, only one government authorized alternate shall have full authority to act for the Contractor on all matters relating to work performed under this contract. The Project Manager and all designated alternates shall be able to read, write, speak, and understand English.

The Project Manager shall be available to the COR via telephone between the hours of 0800 and 1700 EST, Monday through Friday, and shall respond to a request for discussion or resolution of technical problems within 24 hours of notification.

The Project Manager shall possess the following minimum education and experience:

• Bachelor’s Degree or minimum 10 years of relevant experience of managing similar scope and magnitude contracts with many concurrent and diverse calls across multiple and remote locations;

• Minimum five (5) years of experience (after obtaining PMP certification) in using project management processes and tools recommended by Project Management Institute (PMI) in

PMBOK Guide;

• Experience with successful contractor 10+ personnel transition planning and execution;

and

• PMP certification.

Other preferred qualification is knowledge of SBA loan programs, risk management policies and procedures and systems.

On-Site Supervisor

Contractor shall designate an On-Site Supervisor for each SBA site in which the Contractor has placed three or more Contractor employees. The On-Site Supervisor serves as a full-time, on-site supervisor who shall also hold one of the positions described in the SOW as a labor category. The On-Site Supervisor responsibilities shall be a collateral duty of individuals encumbering one of the positions. If Contractor supplies less than three employees to an SBA office, then the Project Manager shall serve as the On-Site Supervisor.

The On-site Supervisor shall serve as the primary point of contact with the Contractor's Project Manager and the SBA's COR for the specific SBA office to which they are assigned.

The On-site Supervisor shall be responsible for the supervision of the Contractor's personnel for the specific SBA office to which they are assigned. This task includes all responsibilities of bringing Contractor employees into compliance with SBA Suitability Office requirements for employment; reviewing all paperwork and certifying the accuracy and 100 percent completion of the Security Package; and follow-up where needed.

The On-site Supervisor is responsible for certification of Contractor employee's time cards and all other attendance records; the timely delivery of attendance, hours worked, and other payroll information to the Contractor's headquarters for invoice processing; the tracking of leave requests and approvals; and in conjunction with the Contractor management resolve time/wage/benefit disputes with on-site Contractor employees.

The On-site supervisor must resolve all Contractor employee disciplinary actions, including termination of employment, if required. The individual is responsible for reporting disciplinary actions to the Contractor's Project Manager and the SBA's contract COR.

The On-site supervisor is to maintain all other Contractor employee records for required training and other matters that may be required by SBA specific to their respective work locations. The individual works closely with the Contract Project Manager and the Contract COR to resolve all Contractor/SBA problems that may arise at their respective work location.

The On-site Supervisor shall possess the following education and experience:

• Bachelor’s Degree or minimum 3 years of relevant experience of managing contractor teams;

• Experience with successful contractor personnel transition planning and execution.

Other qualifications: Knowledge of SBA loan programs, risk management policies and procedures and systems is preferred.

TRAINING

The Contractor shall furnish fully trained employees throughout the life of this contract. Additional on-site training may be necessary for Contractor employees to perform certain SBA tasks. The SBA, at its expense, shall provide the training for Contractor employees who perform tasks unique to the SBA/OCRM.

LANGUAGE

All Contractor employees shall be able to read, write, and have a good understanding of the English language to enable them to accurately perform their required tasks.

HEALTH REQUIREMENTS

Contractor Personnel who are placed in positions requiring the lifting of files, boxes of files, boxes of copy paper, supplies, and other bulky items (often weighing in excess of twenty-five pounds) shall be physically able to perform these functions.

PERSONAL APPEARANCE

All personnel working under this Contract shall maintain a neat, well-groomed appearance and be dressed in a manner that is appropriate for the function being performed. Apparel must be in accordance with the local requirements of the SBA office site where the Contractor personnel are assigned for work.

STANDARDS OF CONDUCT

The Contractor shall not employ any person who is or has been an employee of the United States

Government or the Agency if the employment of that person would create a conflict of interest, unless such person seeks and receives prior approval from the COR.

BONDING AND INSURANCE

All Contractor personnel working on this contract shall be bonded and insured in accordance with usual practices at the location where the individual contract employee is working. Specifically, Contractor shall carry workmen’s compensation insurance on each of its employees performing work pursuant to this contract.

DELIVERIES / PERFORMANCE

PERIOD OF PERFORMANCE

The contract period of performance shall be for a base year, with the availability of four option years. It is expected that the contract will be awarded and be effective on or about February 28, 2020. Actual dates may vary depending on completion of required acquisition processes.

--------------- August 1, LOCATIONS OF PERFORMANCE

Contractor shall be able to provide staffing for the listed labor categories (Attachment A) in SBA offices in Washington, DC.

HOURS OF OPERATION

Contractor personnel shall perform the requested services between the hours of 6:30 A.M. and 6:00 P.M., Monday through Friday. Contractor personnel shall work eight-hour days and a forty-hour week. Within this contract, Alternative Work Schedule, Flextime or other scheduling benefits provided to permanent government employees are not accessible to contractor personnel. Contract personnel work a fixed time schedule each day. The OCRM Director or his/her designee shall determine the start time and ending time for Contractor personnel. Work time lost for Contract personnel cannot be recovered.

Contractor personnel shall maintain weekly time sheets that are submitted to and approved by the Contractor’s On-site Supervisor and verified by the OCRM Director or his/her designee. A copy of the approved and verified Contractor personnel summary time sheet is to be provided to the COR in conjunction with its submission to the Contractor for calculation of payment.

Contractor shall not work (at SBA) on Federal Holidays or when the office is officially closed during unscheduled closings, i.e., hazardous weather conditions, SBA administrative leave, etc.

The OCRM Director will provide Contractor personnel with official SBA policy concerning office closure due to inclement weather or other conditions. Contractor shall not be paid for time not worked; for example, Federal Holidays and other unscheduled closings such as inclement weather or administrative leave will not be paid to the Contractor by the Government.

CONTACT HOURS / RECOGNIZED FEDERAL HOLIDAYS

Contractor understands that the firm-fixed price in each Order is a not-to-exceed price based on fully loaded labor rates and level-of-effort, unless specifically stated otherwise as a simple firm-fixed price. The Government shall only be responsible for paying Contractor for the actual contact hours of each employee based on the fully-loaded labor rate for the category of employee.

The Government will not be liable for hours not scheduled in advance when Contractor employees cannot work – such as early dismissal for Federal employees and any special time-off given to Federal employees for any reason.

Contractor employees shall not work any day or any time the Government office is closed for any reason. Contractor employees shall not work on Federal Government Holidays, including the following:

• New Year’s Day;

• Martin Luther King Jr.’s Birthday;

• President’s Day;

• Memorial Day;

• Independence Day;

• Labor Day;

• Columbus Day;

• Veterans Day;

• Thanksgiving Day; and

• Christmas Day.

OVERTIME/ADDITIONAL HOURS

Additional hours worked beyond the normal forty hours within the same work week is considered to be overtime. The working of overtime hours by Contractor personnel is not considered to be a normal practice under this Contract. However, upon written request of the OCRM Director and prior written approval of the COR, overtime hours may be authorized to be worked. Contract employees shall not work overtime unless the COR has given advance, written consent to the Contractor.

Payment for overtime hours approved in advance and worked shall be paid at the rate of one and one-half (1.5) times the regular rate.

CONTRACTING OFFICER’S AUTHORITY

The CO shall be the only individual authorized to direct and/or redirect the efforts, or in any way amend, any of the items of this contract.

FUNCTIONS/LIMITATIONS OF THE CONTRACTING OFFICER’S

REPRESENTATIVE (COR)

The designated COR will represent the CO in the administration of technical details within the scope of this contract. Guidance and possibly surveillance will be furnished by the CO when it is deemed to be necessary and proper.

The COR is not otherwise authorized to make any representation or commitments of any kind on behalf of the CO or the Government. Furthermore, neither the COR nor third parties have the authority to alter the Contractor’s obligations or change the specifications in the contract. Changes must be issued in writing and signed by the CO.

SPECIFIC CONTRACT REQUIREMENTS

GOVERNMENT FURNISHED PROPERTY

The Government will furnish the following:

• Work space as assigned;

• Personal computers;

• Telephones; and

• Other equipment or supplies as needed to properly perform job tasks.

CONTRACT EMPLOYEE REPORT

The Contractor shall provide a bi-weekly report of Contractor employees assigned to SBA Office of Credit Risk Management. The report shall be provided to the SBA COR electronically on the 1st and 16th day of each month. At a minimum, the report shall contain all additions and deletions of employees by name, position description, date of employment/termination, SBA office assigned and wage rate category.

MONTHLY INVOICES

Contractor shall invoice no more often than once a month. Each invoice shall be submitted only to jaamscp@sba.gov, or successor email, for processing. At a minimum each invoice shall include the employee’s name, position description, wage rate, number of hours worked, total amount billed per employee, and total amount billed. Each invoice shall include the Contract number, Order number, and associated Requisition number for the Order.

MONTHLY STATUS REPORT

The Contractor shall provide a monthly status report summarizing activities completed, activities delayed, problem areas determined, and problems resolved. The report should provide a general summary of the Contractor’s work for the month. The report shall be submitted to the SBA COR within 15 calendar days following the last day of the month reported.

MONTHLY BURN RATE REPORT

The Contractor shall provide a monthly burn rate report summarizing the remaining funds for all active Orders. The report should provide a list of each active Order, its corresponding requisition number, the period of performance, funds remaining on the Order, the daily rate, days remaining, and total projected funds remaining at the end of the performance period (positive or negative). The report shall also include a comments section that details any activity for each Order that might affect the burn rate or overall funds remaining. The report shall be submitted to the SBA COR within 10 calendar days following the last day of the month reported.

PERFORMANCE METRICS

Contractor shall collect metrics data as outlined and, in the format, provided by SBA’s Office of Credit Risk Management. SBA will collect data related to actions completed by contract personnel (input, output, and in process). Metrics requests may change during the duration of the contract. SBA will provide these changes in data requests 30 days prior to collection. Any major changes in performance metrics shall be stated in the relevant Order.

SAFETY AND SECURITY

PERSONAL IDENTITY VERIFICATION OF CONTRACTOR PERSONNEL Contractor shall comply with Agency personal identity verification (PIV) procedures (identified in the contract attachment to the clauses) that implement Homeland Security Presidential Directive-12 (HSPD-12), Office of Management and Budget (OMB) guidance M-05-24, and Federal Information Processing Standards Publication (FIPS PUB) Number 201.

Contractor shall insert this clause in all subcontracts when the subcontractor is required to have mailto:jaamscp@sba.gov physical access to a federally-controlled facility and/or access to a federally-controlled information system.

CONTRACTOR PERSONNEL SECURITY CLEARANCE

Unless otherwise specified, all Contractor personnel shall submit to the COR, one (1) fully completed Security Package consisting of the following items and SBA forms:

• OF306, Declaration for Federal Employment;

• SBA Form 2044, U.S. Small Business Administration Credit Report Release for

Employment;

• Resume; and

• Citizenship documentation for foreign nationals and/or naturalized citizens.

SBA COR will complete the following for the Security Package:

• Contractor E-QIP Checklist;

• OPM Position Risk Designation Summary;

• Digital SBA Form 1228, Computer Access Clearance/Security Form; and

• Job Description.

Except to the extent the SBA grants a contract employee a temporary security clearance (which must be granted in advance by the COR in writing), the Contractor personnel’s Security Package must receive a favorable security background clearance from SBA’s Suitability Office prior to the personnel reporting to their assigned work site. If the COR receives an unsuitable report on any of Contractor’s on-site staff after processing the Security Package, or if the COR finds any of Contractor’s on-site staff to be unsuitable or unfit for assignment, the Contractor shall be advised that the individual cannot continue to work or be assigned to work under the Contract. The Contractor shall immediately remove any such individual from SBA premises.

TEMPORARY SECURITY CLEARANCE

SBA shall have, and exercise full and complete control over granting, denying, withholding, or terminating clearance for Contractor personnel. The SBA’s Suitability Office may, as it deems appropriate, authorize and grant temporary clearance to Contractor personnel at the request of the SBA program office (COR). However, the granting of temporary clearance to any Contractor personnel shall not be considered as assurance that full clearance will follow as a result or condition thereof and the granting of either temporary or full clearance shall in no way prevent, preclude, or bar the withdrawal or termination of any such clearance by the SBA.

CONTRACT PERSONNEL CONDUCT

The CO/COR may request Contractor to remove an individual from duty for any misconduct or delinquency – including, but not limited to, the behaviors listed below. It is understood that Contractor shall be responsible for the immediate removal of its employee upon notification by the CO or the COR.

NEGLECT OF DUTY

The following acts or omissions shall be sufficient cause for the dismissal of any Contractor on-site personnel while on duty: improper use of computer; sleeping; smoking on premises; eating at a work desk resulting in SBA property damage or damage of files; reading unauthorized materials;

drinking alcoholic beverages; loitering; use of offensive language; unreasonable delay; failure to carry out assigned tasks; conducting personal affairs; unauthorized presence at SBA during non-working hours; carrying weapons or any other device that can endanger the safety of others;

appearing inattentive to duties; refusing to render assistance; and being uncooperative in upholding the integrity of the SBA security program.

DISORDERLY CONDUCT

Use of abusive or offensive language, quarrelling, intimidation by words or actions, fighting or participation in disruptive activities that interfere with normal and efficient operation shall not be tolerated and may be cause for immediate removal of Contractor’s employee.

CRIMINAL ACTS

Theft, vandalism, immoral conduct, and involvement in any criminal activity shall not be tolerated and may be cause for immediate removal of Contractor’s employee.

INVOLVEMENT WITH ILLEGAL OR CONTROLLED SUBSTANCES

Selling, consuming, or being under the influence of intoxicants, drugs, or substances that produce similar effects, while on duty, shall not be tolerated, and may be cause for immediate removal of Contractor’s employee.

MISUSE OF SBA PROPERTY

Unauthorized or improper use of SBA communications equipment, Personal Computer, computer networks, or property shall not be tolerated, and may be cause for immediate removed of Contractor’s employee.

BREACH OF CONFIDENCE

Contractor personnel assigned to work on an SBA site will be required to sign a Confidentiality Agreement. Contractor personnel may deal with sensitive, personal, and confidential information in the performance of their duties. Contractor personnel shall not discuss the information they obtain in the course of duty with other individuals (including SBA employees, other contractors, and the public).

DEROGATORY INFORMATION

Derogatory information received as a result of a background investigation conducted by SBA may result in immediate dismissal of Contractor’s employee from this contract. Derogatory information includes:

• Falsification of Information - Falsification of information entered on suitability, background, or employment forms;

• Conviction - Conviction of a felony, crime of violence or serious misdemeanor; and

• Arrests - Possession of an arrest record for continuing offenses.

SAFETY

WORK METHODS

All work performed in delivering the services specified in this contract shall comply with applicable federal, state, and local safety regulations.

ACCIDENT REPORTING

The Contractor shall report all accidents to the SBA OCRM Director and the COR within 24 hours of their occurrence. The COR, or designated representative, may require the Contractor to complete certain forms to document accidents. The Contractor shall complete these forms promptly, at no additional cost to the SBA.

PHYSICAL SECURITY

PROPERTY, EQUIPMENT AND SUPPLIES

Contractor personnel shall be responsible for safeguarding all SBA property, equipment, and supplies in his/her work area. At the close of each work period, facilities and equipment shall be secured. All equipment, furniture, and supplies furnished by the SBA shall be used by the Contractor only in support of the requirements of this SOW. Use of privately-owned computers are prohibited at SBA offices without prior written consent of the OCRM Director and the COR.

SBA BADGES, ACCESS AND CONTROL AND KEYS

Contractor personnel must obtain a special SBA Identification badge for entry into their assigned office. The badge must be worn by all Contractor employees at the location for which they are assigned and be visibly displayed while on premises at all times.

Contractor shall, in cooperation with the SBA office, establish and implement methods of ensuring that all keys and access badges issued to Contractor employees by the SBA are not lost or misplaced. No keys or badges issued to the Contractor may be duplicated.

The SBA, at its option, may require the Contractor to replace, re-key, or reimburse the SBA for replacement of locks or re-keying as a result of the Contractor personnel losing keys. In the event a master key is lost or duplicated, all locks and keys for that system will be replaced by the SBA, and the total cost deducted from the Contractor’s monthly payment.

The Contractor shall immediately report the occurrence of a lost key or access card/badge to the SBA Office/Center Director.

It is the responsibility of the Contractor to prohibit the use of keys and access card/badges issued by the SBA by any persons other that the Contractor’s employees. It is also the responsibility of the Contractor to prohibit the opening of locked areas by the Contractor’s employees to permit the entrance of persons other than the Contractor’s employees engaged in the performance of assigned work in those areas.

PERFORMANCE-BASED PROVISIONS

TASKS TO BE PERFORMED

Task One - Each Order will state the Labor Categories and number of hours to be worked during the performance period of the Order. The Order will also state the total price of the Order, based on Contractor’s fully loaded labor rate. The firm-fixed price will be a not-to-exceed price, based on actual contact hours of Contractor’s employees.

Note that a Order may also be for a firm-fixed price – if so negotiated by the parties.

Task Two – For each Order, the Contractor shall submit accurate and complete invoices in accordance with Contract instructions and no more often than monthly.

Task Three – Bi-weekly reports shall be submitted to the COR in accordance with this SOW.

Task Four – Monthly Status Reports shall be submitted to the COR in accordance with this SOW.

Task Five – Monthly Burn Rate Reports shall be submitted to the COR in accordance with this

SOW.

Task Six – Contractor shall submit required security documents and information to the COR for its employees and in accordance with this SOW.

Task Seven – Throughout the life of this Contract, Contractor shall provide a Project Manager who fulfills Contract duties as stated herein.

Task Eight – Contractor shall provide supervision for its employees as required in this SOW.

Task Nine – Contractor shall provide performance metrics, as defined in the SOW or Order SOW, in a timely and complete fashion.

Performance Standard for All Calls

Acceptable Quality Level

(AQL)

Method of Monitoring

Contractor conforms to Contract and Order SOW, and to the attached Quality Assurance Surveillance Plan

(QASP)

Acceptable quality levels are stated in the attached QASP.

Direct SBA contact – through the SBA COR assigned to this contract and through SBA personnel in the workplaces

For Contract incentives and disincentives see the attached QASP.

ORDERING PROCEDURES

• When a Order is issued to the Contractor, Contractor shall confirm the terms of the

Order within 10 working days and sign the Order provided by the SBA.

• If any clarifications or corrections are required to a Order, Contractor shall provide the clarifications/corrections within 5 working days. Each Order will be for a firm-fixed price

– which will serve as a not-to-exceed price – based on Contractor’s fully loaded labor rates and required labor categories – or for a firm-fixed price, if agreed by the parties.

• A Order is binding when signed by both parties, using a Standard Form (SF) 1449.

• Only an SBA CO can issue, negotiate, and obligate Orders.

• No agreements by the Government to place future orders are stated or implied.

• Terms and conditions will be stated in each order. The basic IDIQ contract also contains terms and conditions. In the event of conflict, the terms and conditions of the Order will have priority. Each Order will have the relevant Department of Labor Wage Determination for the locations where work is to be performed both attached and incorporated.

• Contractor need not accept a Order under the minimum of $10,000.00 or over the maximum of $500,000.00.

MAXIMUM AND MINIMUM ORDER AND CONTRACT AMOUNTS

For all Orders placed pursuant to this IDIQ, the maximum total amount that will be ordered for the entire period of performance (base year and any exercised option years) is estimated to be $5 million. The minimum total amount that may be ordered is estimated to be $10,000.00.

TRAVEL REQUIREMENTS

Travel is not anticipated. Contractor employees will be responsible for getting themselves to and from the workplace at their private expense. However, should special travel be required, all travel must be preapproved in writing by the COR. Government travel rules and regulations will be applied to all aspects of any travel.

NON-PERSONAL SERVICES STATEMENT

Contractor employees performing services under this requirement will be controlled and supervised at all times by management personnel of the Contractor. Contractor management will ensure that its employees properly comply with the performance work standards, and that they perform their duties independently and without the supervision of Government personnel.

The tasks, duties, and responsibilities set forth in the requirement may not be interpreted or implemented in any manner that results in any Contractor employee creating or modifying Federal policy, obligating funds of the Government, overseeing the work of Federal employees, providing direct personal services to any Federal employee or otherwise violating Government prohibitions.

Inherently Governmental functions are not to be assigned to or performed by Contractor employees. The Government will perform inspection and acceptance of completed work.

SBA CONTACT PERSONNEL

Points of contact for this contract are:

CO: TBD and

COR: Nichole Hinds, 202-205-6866, Nichole.Hinds@sba.gov.

ATTACHMENTS

The following documents are attached and incorporated in this SOW:

Appendix A – Position Descriptions; and

Appendix B – Quality Assurance Plan (QAP).

mailto:Nichole.Hinds@sba.gov