B02 Attach 2 PWS-Disaster Mangmnt-RFP 6-7-24.docx

Small Business Administration Disaster Recovery, Mitigation, Policy Support Services Solicitation RFP-73351024R0006

INDEFINITE DELIVERY/INDEFINITE QUANTITY (IDIQ) SOLICITATION

Small Business Administration Acquisition Division, on behalf of the Office of Disaster Recovery and Resilience (ODR&R) SBA Project Name: Disaster Recovery, Mitigation, Policy Support Services

Issued to

NAICS: 541611- Administrative Management and General Management Consulting Services Product Service Code (PSC) of R499 - Support- Professional: Other

Important Due Dates:

RFP issued on: June 14, 2024 Questions by: June 21, 2024 @ 1:00 p.m. ET RFP Responses due: July 8, 2024 @ 1:00 p.m. ET Performance begins: Estimated July 22, 2024

This is a notice that the resultant contract is for a 100% 8(a) set-aside requirement IAW FAR 19.805. Only proposals submitted by 8(a) companies will be accepted by the Government. Any quotation that is submitted by a Contractor that is NOT an 8(a) Business will not be accepted.

SECTION B -SUPPLIES OR SERVICES AND PRICE/COSTS

b.1.0 GENERAL The Small Business Administration (SBA) is issuing this Request for Proposal (RFP) under NAICS 541611 “Administrative Management and General Management Consulting Services”.

SBA intends on issuing a multiple award Indefinite Delivery/Indefinite Quantity (IDIQ) for a total of up to two (2) separate IDIQ’s in accordance with Federal Acquisition Regulation (FAR) 19.805. ” This will be set-aside as an 8(a) competitive award.

b.2.0 INTRODUCTION The SBA is located in Washington, DC, and has a requirement for consulting services to support the SBA in its response to and role in disaster recovery.

b.3.0 Purpose This IDIQ establishes the terms and conditions applicable to orders awarded against it. Any task orders awarded against this IDIQ must generally be for services described in section C below. Specific items, quantities, and prices, if awarded, will be awarded via task orders against this IDIQ. Emerging requirements that fall within the general description in section C may be added without further opportunity to submit an IDIQ quote. If the Government determines that additional labor categories are required during the life of the IDIQ, the Government reserves the right to transfer the identified labor categories to the IDIQ to include any discounted rate which will be agreed to by both parties.

b.4.0 Method for Awarding an Idiq This requirement is a total 8(a) set-aside under NAICS 541611 - Administrative Management and General Management Consulting Services. A multiple award IDIQ for a total of up to two (2) separate IDIQ’s will be awarded to the offerors whose proposal in response to this RFP provides the best value to the Government.

b.5.0 DESCRIPTION OF SERVICES Management and Financial Consulting, Acquisition and Grants Management Support, and Business Program and Project Management Services - Provide operating advice and assistance on administrative and management issues. Examples include: strategic and organizational planning, business process improvement, acquisition and grants management support, facilitation, surveys, assessment and improvement of financial management systems, financial reporting and analysis, due diligence in validating an agency’s portfolio of assets and related support services, strategic financial planning, financial policy formulation and development, special cost studies, actuarial services, economic and regulatory analysis, benchmarking and program metrics, and business program and project management.

Inherently Governmental services as identified in FAR 7.503 or by the ordering agency are prohibited. It is the responsibility of the Contracting Officer placing the order to make this determination. Ordering activities must require prospective contractors to identify potential conflicts of interest and address those, prior to task order award. Personal services as defined in FAR 37.104 are prohibited.

IDIQ Ceiling: $50,000,000.00 IDIQ minimum: $5,000.00.

IDIQ Call Limit: There is No Minimum or Maximum number of calls that can be issued.

B.6.0.2 Obligation The Contractor shall provide Disaster Recovery, Mitigation, Policy Support Services. The Contractor shall furnish all personnel, facilities, equipment, materials, supplies, and services (except as may be expressly set forth in this indefinite delivery/indefinite quantity (IDIQ) contract or any task order (TO) and respective modifications against this IDIQ contract as furnished by the agency) and performance of these requirements in accordance with the Statement of Work (SOW) of this IDIQ contract and all subsequent TOs and respective modifications issued against this IDIQ contract.

THE TOTAL MAXIMUM CONTRACT VALUE, defined as the sum of contractor payment streams associated with all task orders and respective modifications against all master IDIQ contracts, shall not exceed $50,000,000.00.

THE MINIMUM GUARANTEE for the BASE TASK ORDER(S) VALUE for all the IDIQs contract awarded is $5,000.00.

B.6.0.3 Resumes The IDIQ holder may be required to provide resumes for all or a portion of quoted personnel for orders. The orders will establish submission requirements and how submissions will be evaluated.

B.6.0.4 Contract Type for IDIQ Task Orders Contract type of any resulting IDIQ Order will utilize firm-fixed price to the maximum extent practicable, but depending on the nature of the work, may be a combination of Firm-Fixed Price, Time, and Materials, and/or Labor Hour, or a combination of types that best suits the work to be performed. IDIQ pricing will include fully burdened labor rates, established at the IDIQ level.

B.6.0.5 Time and Materials Task Orders For time-and-materials and labor-hours orders, IDIQ Task Order the Contracting Officers must follow the procedures in FAR 16.601 and 16.602.

B.6.0.6 Open Market Items The Government does not anticipate ordering open market items. The Contractor shall utilize shall offer open market items in their quote.

B.6.0.7 Other Direct Cost (ODC) Other Direct Costs will be identified at the Task Order level with a not to exceed (NTE) amount and will be identified on a separate CLIN.

SECTION C DESCRIPTION/SPECIFICATIONS/PERFORMANCE WORK STATEMENT

C.1.0 Background The mission of the U.S. Small Business Administration (SBA) is to maintain and strengthen the nation’s economy by enabling the establishment and vitality of small businesses and by assisting in the economic recovery of communities after disasters. SBA helps Americans start, grow, and build resilient businesses and connects individuals, businesses, and private non-profits with SBA disaster assistance programs to improve disaster recovery outcomes and economic resilience by helping communities prepare for, respond to, recover from, and mitigate against disasters of all types. SBA is an independent agency of the federal government working to aid, counsel, assist and protect the interests of small business concerns; preserve free competitive enterprise; and maintain and strengthen the overall economy of our nation.

The mission of the Office of Disaster Recovery and Resilience (ODRR) is to connect individuals, businesses, and private non-profits with SBA disaster assistance programs and improve disaster recovery outcomes and economic resilience by helping communities prepare for, respond to, recover from, and mitigate against disasters of all types. Office of Disaster Recovery and Resilience | U.S. Small Business Administration (sba.gov)

C.2.0 OBJECTIVES

This requirement will help SBA’s ODRR team provide incident management support, technical assistance materials development, and robust analytical support to inform decision-making processes in preparation for a disaster declaration and after a declared disaster event. This project will ensure that there is a highly refined and integrated flow of information from across the agency, interagency, national, and external sources to inform the Administrator’s economic recovery priorities.

In Order to meet the objectives outlined in this solicitation successful firms must possess the following experience and have the ability to provide staff meeting the qualifications outlined below:

Experience:

1. Emergency Management experience including response to major disasters, long term recovery planning, disaster operation and incident command.

2. Economic development, specifically concerning small business growth and expansion, and analysis of market trends.

3. Knowledge and experience with Chambers of Commerce, local economic expansion, and analysis of market trends.

4. Experience working with financial institutions, lending agencies, non-profit groups, and government agencies.

5. Experience developing policies, plans, and procedures for federal government agencies or organization of comparable size and score (nationwide operations).

6. Experience leading strategic planning sessions, workshops, and meetings for cross functional teams.

The outreach and engagement initiatives are intended to align with the new ODRR mission and lay out the strategy, processes, and procedures to engage and synchronize the resources of the SBA enterprise, key disaster partners in delivering SBA programs to survivors and the public before, during and after disasters and assist communities in becoming more resilient. This will include specific strategies for blue and gray sky programs, and long-term recovery, utilizing the whole of community approach. ODRR needs the ability to develop and maintain a database system that provides contact information of stakeholders (media, elected officials, chambers, emergency managers, economic development agencies, etc.) In real time, track outreach and engagement activities with the stakeholders, and generate operational reports.

Outreach and Engagement Strategy Deliverables:

a. Phase 1: Complete review Draft ODR&R Outreach and Engagement Strategy

1. Meet in-person with Field Operations and Disaster Recovery Leadership and COR

2. Create Timeline and milestones.

3. Create shared collaborations site.

b. Phase 2: Complete draft of sections 1 (Initial Assessment) and 2 (Focused Outreach and Engagement)

Tasks to be completed but not limited to:

1. Define "high" "medium" and " low" stakeholders; develop prioritized list of stakeholders based on definitions.

2. Develop process/method for conducting assessment of damaged locations.

3. Develop method for determining demographics of impacted area (Coordinate with DART)

4. Develop templated marketing materials (flyers specific to type of declaration: Presidential, Agency, EIDL Only, Rural Agency)

5. Develop plan for distributing content on various social media platforms.

6. Develop plan for leveraging stakeholder communication networks.

7. Development of Measures of Effectiveness (MOE) for section 1 and 2

8. Identify and develop required reports.

9. Develop graphics to be included in reports.

c. Phase 3: Complete draft of sections 3 (Enhanced Engagement) and 4 (Adjusted Operational Environment)

Tasks to be completed but not limited:

1. Develop plan for targeting rural and underserved communities (leverage service providers, Community Navigators, Minority Service Institutions etc.)

2. Develop plan to leverage stakeholders to enhance messaging in underserved communities.

3. Develop plan to engage disaster partners to host Business Community Forums;

4. develop standardize briefing format.

5. Develop outreach materials that address the process for Mitigation, Reconsideration

6. Withdrawals Develop Methods Of Effectiveness (MOE) for Sections 3 and 4, and graphics/charts;

7. MOES will be included in briefing charts.

d. Phase 4: Complete draft of Section 5 (Execute closeout activities within Whole Community.

Tasks to be completed but not limited to:

1. Refine Associate Administrator's Closeout Report to Stakeholders

2. Develop template, graphics, and Measures of Effectiveness for a Whole Community report that captures results of Business Reconsideration, Business Withdrawal and Targeted Economic Injury Disaster Loan (EIDL) Campaigns

3. Identify Strategic, Operational and Tactical Level Roles and Responsibilities for ODR&R, Field Operations and Disaster Recovery, Field Operations Center Leadership and COR

e. Phase 5: Complete draft of section 6 (Transition to Long Term Recovery)

Tasks to be completed but not limited to:

1. Develop a plan that targets all businesses that applied for a disaster loan.

2. Develop a report that measures the effectiveness of the Targeted Business Analysis campaign.

3. Develop plan for FOC's support to Federal Emergency Management Agency (FEMA) Mission Assignments (MA)

4. Create template for Mission Assignment closeout report.

f. Phase 6: Present Coordinating Draft for review by ODR&R

g. Phase 7: Completion and delivery of ODR&R Outreach and Engagement SOP with Associated Annexes

1. Annex A: Outreach and Engagement Framework

2. Annex B: Preliminary Damage Assessment Daily Situation Report (SITREP)

3. Annex C: Operational Planning Guide

4. Annex D: AA Engagement Memo

5. Annex E: Execution Plan

6. Annex F: Local Jurisdiction Memo

7. Annex G: Focused Stakeholder Metrics

8. Annex H: Standard Regional Administrator (RA)/District Director (DD) Operational Brief

9. Annex I: Standard Whole of Community Presentation

10. Annex J: Standard Daily Operations Update

11. Annex K: Targeted EIDL Campaign

12. Annex L: Standard Presentation Deck for Webinars

13. Annex M: Standard Presentation Decks for Government Meetings

14. Annex N: Standard Closeout Report

15. Annex O: Power BI Dashboard

16. Project Management Support: Project Schedule

17. Project Issues Log

18. Project Status Reports

19. Management Presentations

All deliverables, reports and plans must be sent to the COR and CO as identified in each task order issued against the IDIQ.

C.3.0.2 Standardization of field operations center policy and procedures The standardization initiative/effort for field operations east (FOCE) and field operations west (FOCW) is intended to bridge gaps and create processes to streamline common practices such as field operational procedures, reporting, administrative functions, employee relation functions and other operational roles/duties/features within these two departments.

Weekly meetings are help with representatives of both field offices and their respective departments to discuss various ways to sync processes and ultimately, implement them. In addition to weekly departmental meetings, a scheduled meeting with senior management (FODR) is had to outline successes and roadblocks. Work is documented and captured within a spreadsheet and timeline created for this initiative.

The goal is to standardize the many procedures between both field offices to the greatest extent possible.

Standardization of Field Operations Center Policies and Procedures Deliverables:

a. Phase 1: Standardization efforts to ensure common practices with the reporting structure (templates, forms, reports, distribution lists).

Reports include but not limited to:

1. Daily Metrics and One-pagers

2. Closeout reporting

3. SBA Application and Lending Summary

4. Early Warning Reporting

5. Unified Lending Platform Reporting

6. Field Activity Scheduling Tool (FAST) Reporting (including scheduling tool – or equivalent new tool)

7. Target Business Analysis Reporting

8. Staffing

9. After Action reporting

10. Future Operations reporting

11. Accountability reporting

12. Status/movement reporting

13. Updated location listings and staffing

14. Telephone outreach initiatives.

15. Survey recaps.

16. Preliminary Damage Assessment surveys

17. Use or lose reporting.

18. Business reconsideration reporting

19. Business withdrawal

20. Briefings of (RA)/(DD)

21. whole of community briefs, director briefs

22. Officer In Charge briefs, briefing books, process, and procedure reports such as but not limited to:

a. Updates to SBA policy

b. Outreach and engagement

c. Action plans, executions plans

d. Long term recovery

e. Whole of community strategy

f. Declaration recommendation

g. Communications

h. Operating guidelines

i. Field office execution

j. Staffing level report by department

k. Reconsideration campaigns

l. Seasons readiness planning

m. Ground operations/set up.

n. Battle rhythm.

o. Onboarding status for new hires

p. Ground operations centers.

q. Accountability/recordkeeping

r. Field Operations Survey process.

s. Administrative functions and equipment

t. Deployment

u. Press releases.

v. Administrative templates

23. Trainings for recovery coordinator

24. Customer Service Representative,

25. Public Information Officer refreshers and privacy releases.

b. Phase 2: Standardized Efforts, including operational Standard Operating Procedure (SOP).

c. Phase 3: Management of the initiative – continued meetings, communication, provide updates to the documentation and processes.

All deliverables, reports and plans must be sent to the COR and CO as identified in each task order issued against the IDIQ.

C.3.0.3 Internal Knowledgebase and Information Management The purpose of the Knowledgebase and Information Management are to improve productivity across the FOCs by sharing ideas, experiences, and information; ensuring that information is available in the right place at the right time to enable informed decisions; and to improve efficiency by reducing the need to rediscover knowledge. Key components include data collection, data storage, internal and external data sharing, and increase collaboration between organizations.

The purpose of the Knowledgebase and Information Management are to improve productivity across the FOCs by sharing ideas, experiences, and information; ensuring that information is available in the right place at the right time to enable informed decisions; and to improve efficiency by reducing the need to rediscover knowledge. Key components include data collection, data storage, internal and external data sharing, and increase collaboration between organizations.

Internal Knowledgebase and Information Management Deliverables:

a. Phase 1: Knowledge Management/Information Management Platform Design

b. Phase 2: Assist employees with organizational roles or functions to make quicker and better-informed decisions. Deliver information to the right people at the right time and place. Clearly define who is responsible for information management within organization.

c. Phase 3:

Deliverables: All deliverables, reports and plans must be sent to the COR and CO as identified in each task order issued against the IDIQ.

C.3.0.4 Revision of Disaster Preparedness and Recovery Plan (DPRP) Incorporate the lessons learned identified from recent disasters, conduct a literature review, and facilitate planning sessions with SBA program offices to draft a complete revision of the DPRP. The revision must be compliant with the applicable requirements in law to include consideration of necessary continuity planning requirements and build on the lessons learned from recent major disasters.

After the plan is reviewed and approved by SBA personnel, the contractor shall prepare the plan for the internal clearance process, where the contractor will assist SBA personnel with comment adjudication. There will be two iterations of updates for the DPRP, the first to incorporate immediate term lessons learned and the second to include the outcomes of regional risk reviews and making corresponding adjustments in a second plan update.

Deliverables under this task include, but are not limited to the following:

1. Final DPRP, iteration #1

2. Briefing materials for DPRP, iteration #1

3. Regional Risk Analysis

4. Draft DPRP, iteration #1

5. Final DPRP, iteration #2

6. Briefing materials for DPRP, iteration #2

Deliverables: All deliverables, reports and plans must be sent to the COR and CO as identified in each task order issued against the IDIQ.

C.3.0.5 Development of Recovery Operational Planning, Mission Assignment, and Policy for SBA Consideration Contractor will draft and finalize, subject to SBA approval, documentation supporting the development of operational coordination guidance, whole-of-SBA tools and resources, field guidance and manuals, and all required policies, plans, and procedures. These drafts will be reviewed by SBA personnel and subject to approval by SBA personnel. Based on the mission and vision for ODRR the contractor will work with ODRR to develop/update SOP(s) to serve as the underlying policy guidance for how the agency will implement the delivery of resilience and recovery and preparedness services to the public and in support of disaster loan making activities. SOPs and training documents will be developed to be complementary and coordinated with existing policies and procedures. A rollout plan for the new policy guidance will also be developed to help orient and train the ODRR workforce and its partners in the protocols and procedures for how the new mission is to be implemented.

Additional support will be provided to produce supplemental operational guidance, planning, and concept of operations plans. Necessary job aids (described in the deliverables section) will be developed to provide further checklists and detail to provide technical guidance to ODRR staff and support the tools for use by field staff.

Contractor will provide/update the following deliverables working with COR and SMEs from the program office when identified via a task order.

SBA regularly receives Mission Assignments in an effort to support the Interagency Coordination (IRC) group. This group provides a holistic approach to recovery through the engagement of the Economic Recovery Support Function.

FODR is seeking assistance to develop and implement the policies and procedures necessary to effectively outline the scope of SBA mission assignments and to provide the mechanisms needed to effectively track and report on planned and completed actions.

Deliverables under this task include, but are not limited to the following:

1. Final SOP for ODRR

2. Rollout plan and corresponding briefing materials about SOPs

3. Draft Concept of Operations (CONOPS) Plan

4. Final Concept of Operations (CONOPS) Plan

5. Draft Recovery Operational Guidance

6. Final Recovery Operational Guidance

7. Draft Job-Aids, Checklists, and Field Guides

8. Final Job-Aids, Checklists, and Field Guides

9. Long term transition plan from Near Term Recovery to Long Term Recovery for declared disaster area(s).

10. IT based solution for personnel tracking and implementation

11. Mission Assignment tracking and reporting template

12. Mission Assignment Policy Document

13. Business Recovery Assessment Center plan

14. Business Recovery Assessment Center job aides/checklists

Mission Assignment Policy Document Deliverables include but not limited to.

1. Conduct community, regional or state-wide planning engagements/meetings.

2. Develop and submit economic/disaster recovery plans and strategies that are accepted by community officials.

3. Submission of a transition plan when field operations are anticipated to conclude.

4. Report bi-weekly progress in planning efforts.

Deliverables: All deliverables, reports and plans must be sent to the COR and CO as identified in each task order issued against the IDIQ.

C.3.0.6 Development of Mitigation Material and Training Develop materials and training that targets SBA Disaster declared areas that focuses on mitigation measures, post-disaster including physical disaster loan mitigation to help achieve resilience.

1. Provide best practices and numerous examples of activities to mitigate various hazards.

2. Identify information regarding continuity planning best practices and techniques that reduces or eliminates the need for a future Economic Injury Disaster Loan (EIDL).

3. Financial benefits of resilience activities.

4. Reference various partner materials (e.g., U.S. Chamber of Commerce’s “Resilience in a Box”) and discuss building community understanding of resilience.

5. Develop mitigation and resilience resources by threat type (e.g., wildfire, flood, earthquake, hurricane, tornado, etc.)

6. Interactive tool for small businesses to identify local hazards and develop personalized mitigation and preparedness plans.

Deliverables: All deliverables, reports and plans must be sent to the COR and CO as identified in each task order issued against the IDIQ.

C.3.0.7 Strategic Planning and Leadership Facilitation This task is to provide expert support for ODRR to facilitate the Strategic Planning process for the annual development and subsequent update of the strategic plan for agency disaster recovery assistance. The contractor must provide expert strategic planner capabilities to facilitate the strategic planning process and necessary support staff to serve as note taker and assist the facilitator as needed to provide logistical support to arrange planning meetings. The consultants must support this effort to culminate in two semi-annual leadership retreats, a publish-quality strategic plan, and internal project management tools to assist ODRR leadership in the oversight and implementation of the annual strategic plan. These individuals must work closely with ODRR senior executives and other designated senior leadership. In particular, the contractor must be responsible for the following activities:

1. Identify clear timeline of meetings, deliverables and drafts that will be submitted for review by the planning team and others, as required, to meet tight deadlines for submitting a strategic plan for agency review.

1. Acquire data and information for the strategic plan via a review of written materials, interviews, and questionnaires as appropriate and required.

1. Analyze available data from the data call, RFI’s and through interviews to refine and update the gap analysis that will serve as the main tool for developing specific strategies and identify where resources need to be allocated to close the gap.

1. Facilitate focus group meetings along functional lines (and cross-functionally) to derive common objectives, opportunities, and challenges.

1. Facilitate concurrence of planning team on objectives, strategies, and action steps.

1. Review objectives and priorities on a quarterly rolling basis.

1. Work to keep discussions on track and realistic at planning meetings.

1. Maintain a climate of openness and participation -- minimizing personality and departmental differences and encouraging opinions that differ from the leaders in planning sessions; and,

1. Produce a summary of conclusions documenting each focus group and semi-annual leadership meeting to memorialize the decisions, concurrence, and major topics discussed.

1. Support the logistics, planning, and necessary preparation for the semi-annual leadership meetings as well as ad hoc focus group meetings, as directed by the agency.

1. Design build of leader dashboards to track critical KPIs and expectations for adoption rates.

Contractor will work together with planning team to conduct a situation analysis, develop an integrated direction/vision, and identify objectives, strategies, and action plans for carrying out the strategic plan.

All deliverables, reports and plans must be sent to the COR and CO as identified in each task order issued against the IDIQ.

C.3.0.8 Partnership Planning and Tools This task is to provide expert support to ODRR for the development of partnership plans and tools for SBA/ODRR outreach, engagement, and collaboration with new and existing alliances in the response, mitigation, and resilience space. The most trusted source of information to disaster survivors comes from local stakeholders and partners. Developing partnerships pre-disaster affords accurate information about disaster loans to be delivered quickly to disaster survivors. The contractor must provide expert strategic advice on the development of a plan as well as corresponding tools to initiate, track, and maintain these relationships.

The contractor will also help to identify methods to evaluate new and existing partnerships to determine the impact on disaster recovery and mitigation efforts that this type of effort provides. In particular, the contractor must be responsible for the following activities, but not limited to:

1. Develop and update as requested a comprehensive nationwide partnership and engagement strategy for ODRR.

2. Develop a system for tracking ongoing engagements, formal partnerships, and informal connections that can be utilized to analyze data, etc.

3. Identify and launch an efficient and effective enterprise resource planning tool for data management and tracking of partnership activities, trends, gaps, and opportunities.

4. Analyze current agreements between SBA/ODRR and partners for opportunities for replication, improvement, expansion, etc.

5. Develop a package of materials for introduction to new partners/stakeholders that promotes SBA’s role in disaster recovery and resilience.

6. Identify potential SBA/ODRR partnership opportunities to help further agency missions.

Deliverables: All deliverables, reports and plans must be sent to the COR and CO as identified in each task order issued against the IDIQ.

C.3.0.9 Management Consulting Services The contractor will have the capability to support the agency in delivery of additional management consulting resources to meet short-term and/or urgent SBA mission requirements. Some of the activities that could be utilized under this task include, at a minimum:

a. Strategic planning

b. Subject matter expertise on topics related to disaster recovery, economic development, entrepreneurship, advance manufacturing, workforce development, and urban/rural/regional planning and mitigation.

c. Senior level meeting facilitation

d. Work force planning.

e. Disaster recovery exercise support and facilitation

f. Performance analysis

g. Business process mapping and improvement

h. Risk Management evaluation.

i. Program Management (508 Compliance) format

j. Policy Analysis

k. Process improvement and change management planning.

l. Partnership Planning and Tools

m. Recovery Planning & Policy

n. Policy Support to Leverage SBA Programs in Disaster Lending

Deliverables include but not limited to:

1. Any final reports, briefing materials, meeting notes, or other final work products associated with strategic planning, subject matter expertise, meeting facilitation, disaster recovery exercise support, performance analysis, and business process improvement tasks.

2. A Program Management Plan is not required at the IDIQ level. The program management plan will be further defined on an individual Task Order basis. A Program Management Plan will be developed by the Contractor for each Task Order to provide the Contracting Officer’s Representative (COR) and other Government evaluators a summary of the key performance standards required in the contract, performance levels, and method of surveillance normally used for that performance standard. These performance standards will be provided by the Government via Performance Requirements Summary (PRS).

Deliverables: All deliverables, reports and plans must be sent to the COR and CO as identified in each task order issued against the IDIQ.

C.3.0.10 Produce Written Products on Diversity and Equity Initiatives, and Underserved Communities The contractor must provide subject matter expert consulting on diversity and equity related initiatives and underserved communities to support senior leader decision-making and the achievement of related initiatives or projects, such as those outlined in response to Government Accountability Office audits related to Disaster Loan Making in underserved communities. This task includes both verbal consulting through meetings and in-person or virtual engagements and the production of written products.

Written products may include but are not limited to:

1. Recommend responses to congressional inquiries (including Government Accountability Office)

2. White papers

3. Policy memos or notices

4. Job aids

5. Presentations

6. Project plans

The contractor must demonstrate subject matter expertise and experience developing projects or products that serve underserved communities, defined as including the following persons who/who are:

1. Asian American

2. Black and African American

3. Hispanic and Latino

4. Middle Eastern

5. North African

6. Other Persons of Color

7. Alaska Native

8. Native American

9. Native Hawaiian

10. Pacific Islander

11. Tribal Communities

12. Have Disabilities

13. Lesbian, Gay, Bisexual, Transgender, and Queer (LGBTQ+)

14. Of Religious Minorities

15. Live in Rural or underserved Urban areas.

16. Veterans, Military Servicemembers, and Spouses

17. Women

18. Are otherwise adversely affected by persistent poverty or systemic inequality.

Deliverables: All deliverables, reports and plans must be sent to the COR and CO as identified in each task order issued against the IDIQ.

**The Tasks listed above are not exclusive of all types of services under the resulting IDIQ. Additional services from the corresponding NAICS, may be required, solicited, and ordered from the resulting IDIQ.

C.4.0 Labor Categories The following list of labor categories and qualifications are those determined by the government to be relevant to this agreement. The contractor may propose additional labor categories as appropriate.

(The Government may allow substitution of years’ experience or professional certifications for Graduate level master’s Degrees if the experience in the proposed resume demonstrates the necessary expertise and capabilities expected for the labor category requirements).

1. Project Manager (Master’s Degree and 10 years’ project management experience)- **Key Personnel Provides oversight and management to overall contract operations often involving multiple projects/tasks and groups of personnel at multiple locations. Maintains and manages relationships with senior level management within the client organization. Ensures quality standards and work performance on all task orders and projects; plans, organizes, and oversees work efforts; assigns resources; manages personnel; and monitors overall project and contract performance. Directs and conducts facilitation and related decision support services for agencies, working groups, and teams. Utilizes standard project management practices and methodology to reliably produce expected contract outcomes.

2. Senior Consultant (Master’s Degree and 10 years’ experience) **Key Personnel Serves as project lead of a specific consulting assignments, to include leading a team of consultants or subject matter experts. Applies practical experience and theoretical knowledge and expertise to solution development. Ensures the accomplishment of project activities and objectives. Provides a broad range of consulting services, including program planning, strategy development, program execution, evaluation, and policy development. Utilizes experience and expertise to contribute to the development of deliverables. Leads or assists in discussions and meetings with the client or project team. Performs a variety of tasks that require both practical and experience and theoretical, state-of-the-art, technical knowledge in specialty areas.

3. Subject Matter Expert (Master’s Degree and 10 years’ experience or equivalent) **Key Personnel Serves as a subject matter expert in a specialized topic that supports health and social services recovery. Applies practical experience and theoretical knowledge and expertise to solution development. Ensures the accomplishment of project activities and objectives. Provides targeted support based on their discipline, conducts any necessary program planning, assessment, evaluation, and technical reports. Leads or assists in discussions and meetings with the client or project team. Performs a variety of tasks that require both practical and experience and theoretical, state-of-the-art, technical knowledge in specialty areas.

4. Consultant (Master’s Degree and 5 years’ experience) Serves as subject matter expert of a specific consulting assignments, to include supporting a team of other subject matter experts. Applies practical experience and theoretical knowledge and expertise to solution development. Ensures the accomplishment of project activities and objectives. Provides a broad range of consulting services, including program planning, strategy development, program execution, evaluation, and policy development. Utilizes experience and expertise to contribute to the development of deliverables. Leads or assists in discussions and meetings with the client or project team. Performs a variety of tasks that require both practical and experience and theoretical, state-of-the-art, technical knowledge in specialty areas.

5. Lead Planner I (Bachelor Degree and 5 years’ experience) Manages and performs required analysis to validate or change, modify, improve and implement plans and procedures. Facilitates organizational dissemination of findings and resulting recommendations using appropriate techniques. Facilitates group briefings and discussions to enable the development of plans and other decisions.

6. Lead Planner II (Master’s Degree and 5 years’ experience) Senior expert that leads and performs required analysis to validate or change, modify, improve and implement plans and procedures. Facilitates organizational dissemination of findings and resulting recommendations using appropriate techniques. Facilitates group briefings and discussions to enable the development of plans and other decisions.

7. Analyst (Bachelor Degree and 3 years’ experience) Performs analyst functions including data collection, interviewing, data modeling, project testing, and creation of project testing, and creation of performance measurements to support project objectives. Records discussion content and related facilitation support services.

8. Junior Analyst (Bachelor Degree and 1 year experience) Performs junior analyst functions including raw data collection, interviewing, basic statistical analysis, conducts as needed research, and creation summary reports of mission activities to support project objectives. Records discussion content and related facilitation support services.

9. Writer/Editor (Bachelor degree and 3 years’ experience) Performs a wide range of design development, technical editing, and word processing, including graphics, websites, and spreadsheets.

10. Logistics Coordinator (Bachelor Degree and 3 years’ experience) Assists with the logistical aspects of meetings, conferences, and special events. Also assists with videoconferences, focus group meetings, field tests, and webcasts. Contribute to the marketing efforts –direct mail, radio, press, e-mail, and other channels to effectively communicate messages. Contribute to the preparation of invitations. Contribute to the maintenance of participant or applicant database. Field questions about registration and meeting agenda. Research travel arrangements for meeting planners. Track registration fees and payments. Send and collect reimbursement forms of meeting participants. Check honoraria and keeps list of payments. Contribute to the preparation, reproduction, and distribution of conference materials. Research information about possible room setup, audiovisual equipment, and other on-site meeting needs. Assist meeting planners on-site work including telephone, fax, transportation, and related requests from participants. Assist meeting planners in arrangements for video conferences, Web casts, focus groups, and field tests.

Note: Resumes for key personnel will be required at the IDIQ level and if required, identified at the task order level. The contractor must have the minimum qualifications as stated in the labor categories and qualifications above which will flow to the task orders and respective modifications. The Government reserves the right during IDIQ administration as needs emerge to add additional Pools of functional areas and labor categories that are within the general scope of these services to the IDIQ.

The only resumes and letters of commitments that will be provided at the IDIQ Level will be key personnel identified above. Awardee shall have all SMEs available.

C.5.0 Wage Determination The Contractor is responsible for adhering to the most current Wage Determination from the Department of Labor for each location, as applicable. Wage determinations can be found at the address below – https://beta.sam.gov/search?index=wd

C.6.0 Travel Travel identified at the task order level will be pursuant to the reimbursement schedule allowed by the Code of Federal Regulations for the Federal Travel Regulation System for federal employees. Should travel be required, all travel must be preapproved in writing by the COR and must adhere to FAR 31.205-46 Travel costs.

C.7.0 PERIOD OF PERFORMANCE

This IDIQ will be effective from the date of award for one base year and include four (4) one-year option periods which may be unilaterally exercised as required by the Government. Work on issued task orders may extend up to 1 year beyond the effective period of this IDIQ. However, no new orders may be issued once the five-year period has expired.

The period of performance for this IDIQ must be as follows:

Option Period 5-6-Month Extension **IAW 52.217-8 Option to Extend Services. (Nov 1999) TBD at time of award

The exercise of each option period is contingent upon the Contractor’s receiving a satisfactory CPAR rating.

C.8.0 contract LINE-ITEM number (CLIN) Reference Attachment 4-Pricing Sheet for IDIQ and Attachment 5-Task Order 1 Task Orders issued against the IDIQ will be one of the following contract types or a combination of contract types–Firm Fixed Price (FFP), Time and Materials (T&M) or Labor Hour (LH) with fixed labor rates.

C.9.0 PLACE OF PERFORMANCE

The primary place of performance will be at the Government’s facility in Washington, DC, or field office locations throughout the United States on TDY basis. Work may be performed at the Contractor’s facility or remotely as required and approved by the COR.

C.10.0 TELEWORKING

Definition. The Telework Enhancement Act of 2010 defines telework as "a work flexibility arrangement under which an employee performs the duties and responsibilities of such employee's position, and other authorized activities, from an approved worksite other than the location from which the employee would otherwise work."

a. In practice, "telework" is a work arrangement that allows an employee to perform work, during any part of regular, paid hours, at an approved alternative worksite (e.g., home, telework center). This definition of telework includes remote work but does not include any part of work done while on official travel or mobile work. Remote work is telework whereby the employee resides and works at a location beyond the local commuting area of the employing organization's worksite or to describe a full-time telework arrangement. Mobile work is not telework and is characterized by routine and regular travel to conduct work in customer or other worksites as opposed to a single authorized alternative worksite. Examples of mobile work include site audits, site inspections, investigations, property management, and work performed while commuting and traveling between worksites.

b. There are two types of telework: routine and situational or ad-hoc. Routine telework is ongoing, regularly scheduled full or part time scheduled telework. Situational or ad-hoc telework is unscheduled telework approved on an occasional, one-time, irregular, or temporary basis. Unscheduled telework is typically utilized to facilitate continued work performance as a result of situations such as special work assignments, acts of God or the public enemy, acts of the Government in either its sovereign or contractual capacity, fires, floods, epidemics, quarantine restrictions, strikes, unusually severe weather, and delays of common carriers.

Telework Training. The Contractor is responsible to determine telework training requirements and approve or disapprove teleworking by its employees if telework. Although utilization is not required, Contractors may utilize Government telework training available at no cost at the Office of Personnel Management (OPM) website www.telework.gov.

Government Furnished Property (GFP). To the extent that the contractor allows its employees to telework or requires its employee to work offsite at the Contractor’s facility, hand receipts or other documentation in support of Receipt and Issue System for Government Material may be required upon issuance of a Government laptop. Such laptops are Government Furnished Property, and compliance with FAR clause 52.245-1, Government Property is required. The unit acquisition cost of each provided laptop is $2,000. Laptops will be provided to Contractor employees within 30 days of the date of contract personnel suitability is confirmed or within 30 days of first task order award, whichever is later.

Information Security Requirements. The Contractor must ensure compliance with SBA information security requirements as specified in Standard Operating Procedure (SOP) 90 47 4, Information Technology Security Policy. The requirements are specified in paragraphs (a) through (d) herein (and any SOP revisions).

NOTE: All contract personnel working onsite or with SBA equipment/systems will be required to clear personnel security suitability. All work is unclassified, so a facility clearance is not necessary.

a. Ensuring that adequate protection is maintained on their workstation, laptop, smart device, or other Government-provided IT compute resources, including not sharing passwords, locking devices, and removing Personal Identity Verification (PIV) cards before leaving their workstation.

b. Ensuring Personally Identifiable Information (PII) and/or sensitive data stored on SBA IT resources, including but not limited to laptops, tablets, smart devices, external hard drives, USB drives, CD-ROMs/DVDs, personal digital assistants is encrypted with SBA provided encryption mechanisms. Contractors may access PII remotely [i.e., via remote access when the individual is not physically located in an SBA facility (e.g., when the individual is teleworking or working offsite at a Contractor’s facility)] unless explicitly prohibited by the SBA Senior Agency Official for Privacy (SAOP) and/or Authorizing Official (AO) for the particular information system. Access must be achieved from Government Furnished Equipment/Government Furnished Property (GFE/P) or through an approved SBA virtual interface (virtual private network). Authorized users must not download or store PII on non-GFE/P.

c. Authorized users must not download, print, or store PII on non-GFE. Utilizing assigned privileged access rights (e.g., system administrator, web site administrator, etc.) responsibly and based on need to know.

d. Authorized users are prohibited from home printing in all cases unless expressly authorized by the Office of the CIO.

Onsite Government Facility Non-Availability. Government facilities may be closed by OPM, United States Presidential Executive Order, or other official Government means. Facilities may also be closed on a per-Agency, per-facility, per-office, or other basis at the Government’s sole discretion.

a. Regardless of the conduciveness of the tasks to teleworking, the Government may notify the Contractor that onsite Government facilities are not or are no longer available. In that event, the Contractor must immediately notify the Contracting Officer in writing of either its plan or its inability to continue contract or order performance in accordance with contract or order requirements. Plans must clearly identify and detail any impacts to price, schedule and performance.

Authorization to Telework. The Contractor must ensure continuous successful performance of contract or order requirements. Telework is primarily an arrangement established to facilitate the accomplishment of work within business-related, operational needs and constraints. The contractor is responsible to ensure onsite participation in meetings and other collaborative venues as appropriate or requested by the government. The contractor is responsible to ensure employee productivity in completing tasks specific to the supported contract or order during all hours, including telework hours charged to the Government against the contract or order.

a. The Government has determined that the tasks required to be performed in support of this contract or order ☒ can be met ☐ cannot be met via routine full or part time teleworking. Unless prohibited by the contract or order, the Contractor is authorized to allow its employees to telework. This authorization is subject to revocation if the contractor fails to ensure successful employee performance while teleworking.

b. In addition to remedies provided in FAR Part 45, telework authorization is also subject to revocation if the government determines that government property or government information is misused or unprotected or potentially misused or unprotected. If government facilities are unavailable and telework for one or more contractor employees is not authorized by the contractor, the contractor must submit a proposed solution for continued successful contract or order performance to the Contracting Officer.