ATTACHMENT G-1 Supplemental Invoice Information - Copy.pdf

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Attached to
Office of the Investor Advocate (OIAD), POSITIER (Policy Oriented Stakeholder and Investor Testing for Innovative and Effective Regulation) Program
Solicitation number
50310221R0014
Issued by

About this file

This solicitation seeks proposals for quantitative data collection, qualitative research, research-related technical support, program management support, and related services to support the Securities and Exchange Commission's Office of the Investor Advocate's POSITIER program. The SEC intends to award multiple Indefinite Delivery Indefinite Quantity contracts with a one year base period and nine one-year options. The combined maximum value of the IDIQ contracts is $10 million. Interested offerors must submit proposals to POSITIER@SEC.GOV in accordance with the requirements in the solicitation, titled "50310221R0014 OIAD POSITIER RFP" by the specified deadline. Proposals should address technical qualifications, past performance, key personnel, and pricing to be considered for award.

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ATTACHMENT C-3 Sample Task 2 (Survey) - Description AMENDMENT 00001.docx DOCX document
ATTACHMENT B-2 SEC LABOR CATEGORY DESCRIPTIONS.pdf PDF
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ATTACHMENT C-2 Sample Task 1 Disclosure Description AMENDMENT 00001.docx DOCX document
ATTACHMENT L-5 AMENDMENT 00001 Questions and Answers RFP No 50310221R0014 7-14-2021.pdf PDF
ATTACHMENT H-3 - DECLARATION OF FEDERAL EMPLOYMENT.pdf PDF
ATTACHMENT H-1 - Non-Disclosure Agreement - Contractor Entity.pdf PDF
ATTACHMENT C-1 - Section C - DESCRIPTIONS-SPECIFICATIONS-STATEMENT OF WORK.pdf PDF
ATTACHMENT L-4 SMALL BUSINESS SUBCONTRACTING PLAN FORMAT.pdf PDF
ATTACHMENT L-2 Sample Task 1 (Disclosure) - Sections L and M 6-21-2021.pdf PDF
ATTACHMENT C-3 Sample Task 2 (Survey) - Description.pdf PDF
ATTACHMENT H-4 - Authorization for Release of Credit Information.pdf PDF
ATTACHMENT H-2 - Non-Disclosure Agreement - Contractor Personnel.pdf PDF
ATTACHMENT L-3 Sample Task 2 (Survey) - Sections L and M 6-21-2021.pdf PDF
ATTACHMENT C-2 Sample Task 1 Disclosure Description.pdf PDF
50310221R0014 OIAD POSITIER RFP.pdf PDF
ATTACHMENT L-1 PRICING TEMPLATES 6-21-2021 FINAL.xlsx XLSX spreadsheet
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Text version

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DATE

Date the action occurred

POC PHONE NUMBER:

SUPPLEMENTAL INVOICE INFORMATION

TOTAL LABOR COSTS:

TOTAL TRAVEL EXPENSES:

CUMULATIVE TOTAL BILLED TO DATE:

BRIEF DESCRIPTION OF SERVICES PERFORMED

General description only (e.g., File Review, Drafting Report, Conference with SEC, Attend Deposition.) Do not include any of the information directly related to the case or investigation number, or otherwise considered non-public information.

HOURS

WORKED

Number of hours worked

LABOR

RATE

Must align with contract rates

Enter dates if there are associated travel expenses

TRAVEL

DATES

Enter location if there are associated travel expenses

TRAVEL

LOCATION

Employees listed must have executed NDA

EMPLOYEE

NAME

Must align with category stated in contract

LABOR

CATEGORY

Number of hours worked x labor costs

TOTAL

LABOR

COSTS

EXECUTED

NDA

Total travel expenses (if applicable)

TRAVEL

EXPENSES

Enter if applicable

OTHER DIRECT

COSTS

Non-Disclosure Agreement (Yes / No)

$0.00

$0.00

$0.00

$0.00

CONTRACT/ORDER NUMBER:

CONTRACTING OFFICER'S

REPRESENTATIVE:

INVOICE NUMBER:

BILLING PERIOD:

PAYMENT ADDRESS:

COMPANY NAME:

POC EMAIL:

POINT OF CONTACT:

TOTAL AMOUNT BILLED THIS PERIOD:

TOTAL OTHER DIRECT COSTS:

MANDATORY

TRAINING

COMPLETED

Not Applicable to Foreign Counsel

(Yes / No)

ATTACHMENT G-1 - SUPPLEMENTAL INVOICE INFORMATION FORM

Supplemental Invoice Info

File details come from the government source that posted it. Updated .