RFP 09HQR0016.rtf

RFP CC-09-HQ-R-0016

PART I - THE SCHEDULE

SECTION B - SUPPLIES OR SERVICES AND PRICES/COSTS

B.1 LINE ITEM DESCRIPTION

The fully burdened hourly rates apply to all direct labor hours. Direct labor hours include all labor performed by personnel actually engaged in direct performance of the work required under this contract or task orders. Other Direct Costs (ODCs), including material necessary for performance of this contract, will be specified in individual task orders. Maximum allowable amounts will be established in individual task orders. The cost of general purpose items required for the conduct of normal business operations will normally not be considered allowable ODCs in the performance of the contract. Travel may be required in the performance of this contract. Travel requirements will be set forth in individual task orders. Reimbursement for travel shall be in accordance with the Federal Travel Regulations (FTR).

B.2 TASK ORDER LABOR CATEGORIES AND CEILINGS

The Contractor may use any combination of hours of labor categories in any single task order, as necessary to perform the task. The labor categories not shown in any single task order may not be used without a task order modification. The Contractor shall not exceed the task order ceiling price without the prior written approval of the Contracting Officer. Task orders shall establish an anticipated level of effort (project man-hours) for each CLIN and a ceiling price for that task order. The Contractor shall notify the Contracting Officer immediately in writing whenever it has reason to believe that the level of effort the Contractor expects to incur in the next 60 days, when added to the level of effort previously expended in the performance of the order, will exceed seventy-five (75%) percent of the level of effort established for that order. As part of the notification, the Contractor shall provide the Contracting Officer a revised estimate of the level of effort required to perform the order.

B.3 SCHEDULE OF SUPPLIES/SERVICESDEST:Invis_1073741825

In accordance with this contract, the Contractor shall furnish all materials, labor, equipment and facilities, except as specified herein to be furnished by the Government, and shall do all that which is necessary or incidental to the satisfactory and timely performance of the following:

DEST:Invis_268435457___________________________________________________________________________________________ THE FOLLOWING ESTIMATED QUANTITIES OF LABOR HOURS ARE FOR THE PURPOSE OF ESTABLISHING AN ESTIMATED PRICE FOR EACH YEAR OF THE CONTRACT. ADDITIONALLY, INDIVIDUAL CEILING AMOUNTS WILL BE ESTABLISHED ON EACH TASK ORDER AWARDED UNDER THE CONTRACT. PURSUANT TO PARAGRAPH (D) OF FAR CLAUSE 52.232-7, PAYMENTS UNDER TIME-AND-MATERIALS AND LABOR-HOUR CONTRACTS, THE TOTAL CONTRACT CEILING OVER THE LIFE OF THE CONTRACT SHALL NOT EXCEED $_____TBD________. (The Awardee’s estimate may be increased by 5% for purposes of establishing the total contract ceiling)

B.3.1 BASE YEAR (Award - Month 12)

CLIN

SUPPLIES/SERVICES

EST QTY

UNIT

UNIT PRICE

EXTENDED PRICE

Project Director 2,080

HR

Project Coordinator 3,120

HR

Project Manager 3,120

HR

Project Architect 8,320

HR

Staff Architect 8,320

HR

Project Designer 8,320

HR

Staff Designer 8,320

HR

Aperture Operator 2,080

HR

Other Direct Costs (including travel)

LT

$2,500,000 $2,500,000

BASE YEAR CEILING

B.3.2 OPTION YEAR ONE (Month 13 – Month 24)

SUPPLIES/SERVICES

EST QTY

UNIT

2,080

HR

Project Coordinator 3,120

HR

Project Manager 3,120

HR

Project Architect 8,320

HR

Staff Architect 8,320

HR

Project Designer 8,320

HR

Staff Designer 8,320

HR

Aperture Operator

LT

$2,500,000

OPTION ONE CEILING

B.3.3 OPTION YEAR TWO (Month 25 – Month 36)

EST QTY

UNIT

2,080

HR

Project Coordinator 3,120

HR

Project Manager 3,120

HR

Project Architect 8,320

HR

Staff Architect 8,320

HR

Project Designer 8,320

HR

Staff Designer 8,320

HR

Aperture Operator

LT

$2,500,000

OPTION TWO CEILING

B.3.4 OPTION YEAR THREE (Month 37 – Month 48)

EST QTY

UNIT

2,080

HR

Project Coordinator 3,120

HR

Project Manager 3,120

HR

Project Architect 8,320

HR

Staff Architect 8,320

HR

Project Designer 8,320

HR

Staff Designer 8,320

HR

Aperture Operator

LT

$2,500,000

OPTION THREE CEILING

B.3.5 OPTION YEAR FOUR (Month 49 – Month 60)

EST QTY

UNIT

2,080

HR

Project Coordinator 3,120

HR

Project Manager 3,120

HR

Project Architect 8,320

HR

Staff Architect 8,320

HR

Project Designer 8,320

HR

Staff Designer 8,320

HR

Aperture Operator

LT

$2,500,000

OPTION FOUR CEILING

GRAND TOTAL BASE PLUS FOUR OPTION YEARS $____________________

[END OF SECTION B]

SECTION C

PERFORMANCE WORK STATEMENT (PWS)

C.1 BACKGROUND

The OCC charters, regulates, and supervises all national banks. OCC also supervises the federal branches and agencies of foreign banks. Headquartered in Washington, D.C., the OCC has four district offices, as well as employees located in approximately 75 additional locations in the continental United States. There is also an office in London to supervise the international activities of national banks.

The OCC was established in 1863 as a bureau of the U.S. Department of the Treasury. The Comptroller is the chief executive of the OCC. The OCC’s nationwide staff of examiners conducts on-site reviews of national banks and provides sustained supervision of bank operations. The agency issues rules, legal interpretations, and corporate decisions concerning banking, bank investments, bank community development activities, and other aspects of bank operations.

C.2 SCOPE OF WORK

C.2.1 General

The OCC Real Estate & Capital Assets (RECA) Office is responsible for all OCC real estate administrative needs. Currently, the real estate portfolio is comprised of the following leased office space:

FACILITY

LOCATION

APPROXIMATE

SQUARE FOOTAGE

OCC Headquarters Washington, DC 500,000 Ombudsman’s Office Houston, Texas 30,000 Data Center Landover, Maryland 30,000 Large Bank Office Charlotte, North Carolina 25,000 District Offices (4) Chicago, Dallas, Denver, and New York 35,000 ea.

Field/ Satellite Offices (70) Continental United States 5,000-10,000 ea.

The OCC is continuously involved in the relocation and renovation of its leased office space due to changes in regulatory guidelines, real estate leases, or existing requirements. Every year, approximately 20% of the leases expire thereby requiring either a succeeding lease or relocation. The Contractor shall assist the OCC RECA office in managing and executing these office relocations. In addition, renovation work may also be required at other office locations.

Additionally, during this contract period of performance, the OCC may relocate Headquarters, the Data Center, and multiple District and Field Offices.

C.2.2 Workload Requirements

The OCC is a customer-service oriented agency. As such, there is an expectation throughout the agency for a high level of quality service of which clear communication is an essential element. RECA’s goal is to minimize disruption to the end users by providing them a seamless transition throughout all phases of the project. During the provision of its services, RECA considers its two primary customers to be Management and the Union. RECA works with these customers for the duration of each project from initiation to completion.

The Contractor shall provide Project Management, Design, and Construction Administration services that will entail day-to-day communications with RECA and the customers. OCC is committed to sustainable design and incorporates energy saving initiatives into its office planning. The Contractor is expected to perform the work as specified in any task orders that result from this PWS, regardless of the actual amount of work or fluctuation in work.

C.3 SPECIFIC REQUIREMENTS

In addition to working with OCC’s Design COTRs, the Contractor will be required to work with other OCC team members including Leasing, IT, Security, Administrative Operations, and Asset Management. The following outlines the work and services required throughout the project.

C.3.1 Project Management Services

The Contractor shall provide project management services that balance the scope, quality, budget and schedule of a project. This will entail the coordination of the architectural design team, numerous consultants, RECA and the OCC team, Landlord, etc.

The Contractor shall employ general business and technical competencies associated with project management, which include the following:

Once the contractor is assigned the project, the Contractor shall develop a project schedule and budget which the Contractor shall maintain throughout the project. The contractor shall identify the desired expectations of the project, e.g. costs, quality and process with the RECA COTR and OCC team.

After leasing requirements are identified, the contractor shall accompany leasing on market tours to conduct building assessments and provide initial evaluations.

C.3.2.2 Program

The Contractor shall generate a program, which the OCC refers to as a Space Requirements Report (SRR), for potential or pending office moves. The program shall include personnel and support information required for the project and shall convey the square-footage requirement. The Contractor shall gather this information through a series of conference calls or visits utilizing a Contractor-generated questionnaire. Upon completion of the program, the Contractor shall obtain all approvals and signatures necessary to finalize the program.

C.3.2.3 Test Fits

The Contractor shall be required to produce test fits on any number of offered building locations where office space vacancies have been identified. The test fits shall be based on the approved program. The test fits shall take into consideration all codes and regulations pertaining to access for the disabled (Americans with Disabilities Act (ADA)/Uniform Federal Accessibility Standards (UFAS), as well as any applicable national or local building codes. The Contractor shall be required to enumerate the advantages and disadvantages of each office space location, provide specific test fit plans for each, and a final recommendation and ranking by office location.

C.3.2.4 Schematic Design

After performing a site survey, the Contractor shall prepare several preliminary space plans utilizing the space selected by the OCC from the test fit results and the OCC Branding design package (currently applicable to field offices only.) The space plans shall be presented to the COTR for review, comment, and approval. The Contractor shall highlight the distinct advantages and disadvantages of each proposed plan. The space plans shall comply with all codes and regulations pertaining to access for the disabled (ADA/UFAS), as well as all national and local building codes and applicable guidelines using the most stringent code.

Upon the COTR approval of the space plans, the Contractor shall present the options to the OCC customers (end users) for review and comment. Depending on the response, the Contractor shall work with the customers to refine the selected space plan until final approval is obtained. The Contractor shall make a formal presentation to the customers, which may require travel.

C.3.2.5 Design Development

The Contractor shall develop a design development package that illustrates the character of the space, as well as actual partition locations, lighting, power, and finishes and furniture. The design development package shall be presented to the COTR for review, comment and approval. Upon the COTR approval, the Contractor shall present the options to the customers for review and comment. Depending on the customer response, the Contractor shall work with the customers to modify the package until final approval is obtained. The Contractor shall make a formal presentation to the customers, which may require travel. Upon approval of the design development package, the Contractor shall provide RECA with a final binder consisting of furniture drawings, specifications and finishes.

Note: In some instances the Schematic Design and Design Development phases will occur simultaneously, as outlined in Section J, Attachment 6. Attachment 6 is provided to the customers as an overview of the project process.

C.3.2.6 Construction Documents

Upon approval of the design development package, the Contractor shall prepare all necessary construction drawings and specifications that illustrate the exact size, scope and character of the spaces to be occupied. The construction documents shall comply with all codes and regulations pertaining to access for the disabled (ADA/UFAS), as well as all national and local building codes. Site visits prior to drawing/specification commencement will be required.

These documents outline the expected level of performance and quality, both in written and drawn format appropriate for competitive bidding by construction companies. The construction documents shall be suitable to ensure the final product matches the product envisioned by the OCC and that bids received accurately reflect the details and quality expected.

The construction documents shall include, but not be limited to, partition plans, reflected ceiling plans, power and signal plans, finish plans, furniture plans, sections, elevations, details, and a construction specification manual. Engineering drawings are typically the landlord's responsibility. The Contractor shall coordinate with the engineers to ensure that the engineering drawings conform to the OCC’s design intent. In addition, the Contractor shall issue the complete architectural and engineering documents to the landlord for bidding and possess the capability to stamp and seal construction documents in all 50 states.

The timeframes for completion of these documents are stated in the lease rider, as defined by the OCC and the landlord. The timeframe established is reflective of the project size and occupancy date requirements. All Contractor-provided construction documents shall be created using computer-aided design (CAD) software. The OCC currently uses AutoCAD 2007. The Contractor shall provide the COTR with a CD-ROM containing all documents.

C.3.2.7 Furniture and Signage

Simultaneous with construction documentation, the Contractor shall prepare furniture and signage requisitions in accordance with the approved design development package. The Contractor shall submit these requisitions to the COTR for approval and procurement. For non-standard items, or items that are not available for purchase from a GSA Group 71 Schedule contract, the Contractor shall provide written rationale in support of the options forwarded to the COTR for preliminary review. To the maximum extent practicable, the Contractor shall promote competition when specifying products that are non-standard or non-GSA schedule.

In order to complete the furniture requisitions, the Contractor shall present recommendations that best meet the OCC‘s needs in terms of price, quality, sustainability and reliability of schedule (typically systems furniture). The Contractor shall work with the furniture consultant, vendors and the COTR to develop drawings and specifications. The OCC utilizes the GSA Comprehensive Furniture Management Services (CFMS) Schedule 71 II K to obtain the furniture. The designer shall be experienced using the LEED CI requirements and rating system and the GSA schedules.

In addition to preparing the requisitions, the Contractor shall oversee and monitor all furniture deliveries and installations. Upon the completion of the installations, the Contractor shall perform all furniture punch lists and oversee the completion of the punch lists by the vendors. The Contractor shall also create and maintain a furniture budget status spreadsheet to keep the CO/ COTR apprised of the financial status of the project. The Contractor shall provide a furniture and finishes binder including cut sheets, samples, and approved requisitions based on the final installation.

C.3.3 Construction Administration

At the completion of construction documentation, the Contractor shall submit the architectural and engineering package, bidding instructions and all pertinent bidding information to the landlord for bidding. The Contractor shall evaluate and provide a bid analysis, which may require coordination with the landlord for bid clarification purposes.

Throughout the construction administration phase, the Contractor shall be responsible for providing complete construction administration services. Construction administration requires regular site visits and may also require attendance at construction meetings. The Contractor shall keep the COTR informed of the progress as well as coordinate with the Security staff, the Information Technology (IT) staff, and the customers. The Contractor shall be available to answer questions from the landlord, engineer, and/or from the general contractor.

The Contractor shall review and approve all necessary shop drawings, samples, submittals, etc., to assure general contractor/landlord compliance with the construction documents.

The Contractor shall provide on-going project monitoring throughout the duration of the construction process to assure general contractor compliance with the Contractor-prepared construction documents. This will most frequently be accomplished by telephone for field office locations. Site visits will be scheduled based on the scope and complexity of the project. These site visits occur bi-weekly. Telephone conversations with landlords, landlord architects/engineers, general contractors’ subcontractors or vendors shall be documented with reports and provided to the COTR in a timely fashion to allow for internal OCC reporting on a weekly basis. Site visits shall be documented as well. Digital photographs will be required.

Once the landlord notifies the OCC of substantial completion, the Contractor shall schedule the construction punch list inviting all the parties involved. The Contractor shall document the punch list and submit it to the COTR. The Contractor will oversee the completion of all the items on the punch list and report to the COTR at the time of completion.

The Contractor shall provide the landlord and/or general contractor with sufficient drawings, specifications and information required to successfully convey the OCC requirements. The Contractor shall not perform the general contractor's administrative work. However, the Contractor shall review shop drawings and samples.

C.3.4 Move Coordination

In addition to the phases of design and construction, the Contractor shall also provide all services relating to the relocation of the end users. These services include, but are not limited to, furniture and equipment inventories, moving plans and any other information needed to enable the completion of the relocation. In addition to the end users, the Contractor shall coordinate with OCC Security, Information Technology (IT), Administrative Operations, and Asset Management throughout the process.

C.3.5 Sustainable Design

The Contractor shall utilize the USBGC LEED Reference Guide and Rating System for the design and construction of projects. The Contractor shall consider LEED requirements and criteria. The Contractor shall document selected projects for LEED certification.

C.3.6 Facility Administration Services

The Contractor shall provide to OCC Facilities Management, through the COTR, all Operation and Management Binders or Notebooks and shall incorporate revisions made to the architectural drawings that reflect the ‘as-built’ drawings submitted by the Landlord after completion of the project. This submission shall be in AutoCAD.

In conjunction with the design and construction for the relocation of OCC offices, the Contractor will be tasked from time to time to plan, design and provide studies or construction documents for existing OCC facilities. These scopes of work would include such tasks as space or realignment studies, alterations, expansions, special projects, personnel move tracking, maintenance of drawings, etc. Such move tracking and maintenance of drawings would be in addition to the AutoCAD drawings and would include maintaining current plans for all OCC facilities in OCC’s Facilities Management Program, currently established in Aperture software.

While all construction documents are prepared in AutoCAD, completed facilities, occupancy seating assignments and capital assets are tracked within the Facility Management Program (Aperture). The Contractor shall assist OCC Facilities in maintaining Headquarters space and seating assignments with current Aperture plans that include ongoing realignments, new construction or alterations and personnel relocations and assignments. Much of Headquarters’ update effort will be dependent upon the Contractor performing physical walk-thru surveys once or twice a month. Maintenance of offices’ updates of Aperture plans will entail substituting or incorporating new relocation or alteration plans into Aperture, as well as personnel updates provided by Facilities Management or communication with the field offices.

C.3.7 Additional Services

In addition to the mandatory provision of programming, schematic design, design development, construction documents, construction administration, and furniture, the Contractor shall provide the OCC with the following primary (in-house) services as requested. The scope of these services can range from short-term analyses to more complex, comprehensive long-term studies.

Graphic design Facility inventories Post-occupancy evaluations LEED documentation and submittals for certification Cost Estimating

In conjunction with the development of construction documents (including engineering), the following services shall be provided as secondary work or subcontracted services as required and approved by the COTR per project:

Structural engineering

Mechanical, Electrical, Plumbing engineering Acoustics engineering Lighting Design Indoor Air Quality engineering Art consultation Audio Visual consultation Interior plantings consultation Data Center facility relocation consultation

C.3.8 Disaster Recovery

The OCC has adopted a multi-faceted disaster recovery plan for its Washington headquarters facility. In the event of a disaster that renders the headquarters facility unusable, it is anticipated that the Contractor will be required to continue with the OCC projects underway. The OCC RECA staff may then designate OCC field personnel as contact persons during the disaster recovery period. In addition, architectural services may be required to assist the OCC in either the development of temporary facilities or HQ recovery.

C.3.9 Meetings and Status Reports

The Contractor shall conduct weekly coordination meetings at OCC headquarters with RECA, IT, and Security personnel. The Contractor shall prepare accurate detailed meeting minutes addressing all projects and related issues within 48 hours. Concurrent with the submission of the monthly invoice, the Contractor shall submit a status report to the COTR covering all active projects including the following information:

A. Name and address of the Contractor B. Task Order number or other authorization for services C. Period covered by report D. Project location(s) E. Team members working on project(s) F. Funding status for each project -actual costs incurred compared with estimated cost projection for job

The Contractor's key personnel (or Contractor representatives as agreed to by the COTR) are required to participate in a weekly status meeting with OCC representatives. The Contractor shall be prepared to discuss status of existing task orders, pending proposals, contractual issues, and other contract related issues. The COTR and the Contractor will agree upon the agenda and expectations regarding these meetings. These meetings are held at the OCC Headquarters in Washington, DC.

C.4 CONTRACTOR PERSONNEL

The Contractor shall ensure that all Contractor personnel having access to OCC’s facilities are United States citizens or have lawful permanent resident status. The Contractor shall not employ persons for work under this contract if such employees are considered by the Contracting Officer to be a potential threat to the health, safety, security, general well being or operational mission of the installation and its population.

All Contractor key personnel are subject to approval by the COTR prior to final acceptance. Replacement personnel are subject to the same requirements as those established for the original candidate.

Any Contractor personnel whose performance becomes unsatisfactory in the opinion of the OCC or whose actions are determined to be unsuitable by the OCC for other reasons stated herein are subject to request for immediate dismissal from working on this contract. The Contractor shall provide a replacement to coincide with the dismissal date of the unsatisfactory employee if possible, but no later than two workdays after the dismissal of the unsatisfactory employee.

C.4.1 Project Team Structure

The Contractor shall implement a team structure that provides the COTR a specific OCC Project Director with an alternate. Similar to an "account executive", this contact shall be able to direct and commit Contractor resources to provide the OCC with the required services within the timeframes required across a broad spectrum of disciplines (architecture, interiors, and project management). This person will be kept abreast of all OCC projects and shall be responsible for providing the COTR status reports and invoicing information.

The other team members shall be the key personnel positions and the support staff. As part of each project, the Contractor will propose a team structured to support the OCC’s task orders. The team members shall exhibit strong architectural programming, planning, design, documentation, and strong project management and communication skills. In addition to these team members, the OCC also requires personnel to perform Aperture operations. These personnel must be extremely experienced in these capacities. Unless the Contractor principals are directly involved on a project basis, they need not be team members unless their signature is required for the construction documents.

C.4.2 Key Personnel Requirements

The following labor categories have been identified as key personnel to work on projects under this contract. All key professional staff assigned to this project providing primary design-related services (site evaluations, work letter analysis, programming, space planning, architectural design, engineering review, construction observation/management, construction cost analysis, construction documentation, furniture specifications, finish specifications) must possess the following:

Project Director shall have at least an undergraduate degree in Architecture or Interior Design and be a registered architect or licensed interior designer. This person shall have significant experience managing contracts and working with government contracts. In addition, this person shall have a minimum of 15 years of professional experience as well as a minimum of 5 years of experience working on contracts of a similar nature.

Project Coordinator shall have at least an undergraduate degree in Architecture or Interior Design and be a registered architect or licensed interior designer. This person shall oversee all ongoing projects and ensure each is being managed properly (i.e. staffed appropriately, quality control assurance, all schedule, budgetary and deadline obligations are met). This person shall have significant experience managing projects of a similar nature. In addition, this person shall have a minimum of 12 years of professional experience as well as a minimum of 5 years of experience working on projects of a similar nature.

Project Manager shall have at least an undergraduate degree in Architecture or Interior Design. This person shall have significant experience managing projects of a similar nature. In addition, the key personnel shall have provided similar services on projects of a like nature for at least 8 years.

Project Architect shall have at least an undergraduate degree in Architecture or Interior Design. In addition, this person shall have provided similar services on projects of a like nature for at least 8 years.

Project Designer shall have at least an undergraduate degree in Architecture or Interior Design. In addition, this person shall have provided similar services on projects of a like nature for at least 8 years.

Aperture Operator shall have at least an undergraduate degree in Architecture or Interior Design. In addition, this person shall have provided similar services on projects of a like nature for at least 3 years.

Because of the interrelated nature of the OCC design and construction projects with the lease documents, the key personnel shall be well-versed in common commercial real estate issues and vocabulary (e.g., work letter provisions). They shall also understand the legal weight and concepts behind critical clauses and exhibits of the lease relating to design and construction.

C.4.2.1 Contractor Contract Representative

At the time of award and throughout the period of performance, the Contractor shall identify the key personnel who have the authority to propose, negotiate and administer any contract action awarded as a result of this contract.

C.5 PROJECT MANAGEMENT SYSTEM

The Contractor shall utilize a project management system. The system shall provide the Project Director and COTR with a viable tracking method that indicates actual project status (e.g. fee, hours, and construction progress) in comparison to projections. The system shall also be used to provide the OCC with project cost estimates based upon actual costs for other projects of similar scale and scope.

C.6 QUALITY CONTROL

C.6.1 Quality Assurance Surveillance Plan (QASP)

The Government will use a Quality Assurance Surveillance Plan (QASP) as internal guidance for determining how to monitor compliance with contract terms and conditions and identify nonconforming services to determine appropriate action. This plan sets forth the method and manner by which the Government intends to conduct surveillance of work under the contract and is subject to unilateral change by the Government without modification of the contract. All work required by the contract is subject to surveillance whether or not specifically included in the plan.

The Contractor shall comply with applicable OCC policies, standards and procedures and Federal laws and regulations that are required for the duration of this requirement. The requirements identified as most important to contract performance are set forth in PWS Appendix A: Performance Requirements Summary (PRS). The PRS contains the OCC’s intended quality assurance standards (objectives), procedures for monitoring compliance with the standards (measures), and defines satisfactory performance ratings (expectations) for these requirements. The contractor shall measure actual performance against the performance standards and report the results to the COTR on a monthly basis (or more often if a performance problem is identified).

C.6.2 Quality Control Plan (QCP)

The Contractor shall develop and manage a QCP to meet the quality standards established in the Performance Work Statement. The QCP will be negotiated after contract award and be fully operational within 30 days of contract award. When approved by the OCC COTR, the QCP shall be incorporated into the contract and Contractor shall operate under the QCP. The QCP shall promote excellence in all functional areas of the contract. The specifics of the plan may be changed periodically through negotiation and contract modification to establish parameters that are fair and optimally helpful to the performance of this contract.

The Contractor shall create a QCP to include, but not be limited to:

1. A description of how the quality of all services and deliverables will be gauged and controlled to ensure conformance to contract requirements. The description shall include specifics as to the areas, items, and deliverables to be inspected, on both a scheduled and unscheduled basis, and frequency of inspections.

2. A description of the methods to be used for identifying and preventing defects in the quality of service performed.

3. A description of the records to be kept to document inspections and corrective or preventive actions taken.

The records of inspections shall be kept and made available to the Contracting Officer and COTR, when requested, throughout the contract performance period and for the period after contract completion until final settlement of any claims under this contract.

C.6.3 Quality Assurance

The Contractor shall perform all work under this contract in accordance with the Quality Control Plan procedures contained in the Contractor’s technical proposal and in accordance with best industry practices. The COTR will monitor the contractor’s performance to ensure that the contractor is following acceptable quality assurance measures.

C.7 OFFICE LOCATIONS

The Contractor is required to have a fully operational office within the Washington, D.C. metropolitan area. This office shall include a current design resource library for quickly selecting finishes and furniture. The Contractor will provide services to the OCC throughout the continental United States.

C.8 TRAVEL REIMBURSEMENT

All allowable travel expenses will be reimbursed in accordance with the Federal Travel Regulations. All travel requires the prior approval of the CO and COTR. The contractor is responsible for making all travel arrangements for its personnel. It should be noted that extensive travel may be required of the identified key personnel.

APPENDIX A: PERFORMANCE REQUIREMENTS SUMMARY

OVERVIEW

All services under this contract will be subject at all times to inspection by the government. Although the government retains the right to specifically enforce all provisions in the contract, the Performance Requirements Summary identifies those contract requirements considered most important to acceptable contract performance and the government’s intended quality assurance procedures. The Performance Requirements Summary references the most applicable section of the PWS, the qualitative performance standards (objectives), the government’s intended quality assurance procedures and frequency of inspection (measures), and what the government believes is the minimum satisfactory rating (expectations) at this time.

The Contracting Officer may unilaterally change the Performance Requirements Summary provided the Contractor is notified of the change at least 7 calendar days prior to the beginning of the evaluation period to which the changes apply. RFP CC-09-HQ-R-0016

APPENDIX A: PERFORMANCE REQUIREMENTS SUMMARY

PWS Section PWS Performance Requirement Standard (Objective) Method of Surveillance (Measurement) Frequency Acceptable Quality Level (AQL) C.3 Specific Requirements C.3.1 Project Management (PM) Services Provide PM services that balance the scope, quality, budget and schedule; Adhere to agreed upon milestone dates that are within the Contractor’s control

Assessed by COTR based upon weekly coordination meetings and review of status reports Monthly

Quality standard is met no less than 95%

Timeliness standard is met no less than 98% C.5 Project Management System C.5 Project Management System Utilize a PM system that indicates actual project status and ensures the timely submission of accurate invoices 100% inspection by COTR Monthly Quality standard is met no less than 95%

Timeliness standard is met no less than 98% C.6 Quality Control C.6.2 Quality Control Plan; C.6.3 Quality Assurance Ensure quality and accuracy of all deliverables prior to submission for acceptance Inspection by COTR Upon submission of documents Quality standard is met no less than 98%

Timeliness standard is met no less than 95%

The Incentive/Disincentive for Meeting/Not Meeting the AQL is as follows:

Positive and negative performance will be documented in past performance reports that are reported in the NIH Past Performance Database.

[END OF SECTION C]

SECTION D

PACKAGING AND MARKING

NOTICE: No Clauses included in Section D of this Document

[END OF SECTION D]

SECTION E

INSPECTION AND ACCEPTANCE

E.1 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this address:

http://acquisition.govCS_1330

CS_1330

CS_1331

CS_1332

I. FEDERAL ACQUISITION REGULATION (48 CFR CHAPTER 1) CLAUSES

NUMBER DATE TITLE

52.246-6 MAY 2001 INSPECTION - TIME-AND-MATERIAL AND LABOR-HOUR

[END OF SECTION E]

SECTION F

DELIVERIES OR PERFORMANCE

F.1 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this address:

http://acquisition.govCS_1330

CS_1331

CS_1332

I. FEDERAL ACQUISITION REGULATION (48 CFR CHAPTER 1) CLAUSES

NUMBER DATE TITLE

52.242-15 AUG 1989 STOP-WORK ORDER

F.2 1052.242-75(OCC) PERIOD OF PERFORMANCE (JUNE 1997)

1. The basic period of performance of this contract is from Month 1CS_242 through Month 12CS_241.

[END OF SECTION F]

SECTION G

CONTRACT ADMINISTRATION DATA

G.1 1052.201-8000 (OCC) CONTRACTING OFFICER'S TECHNICAL REPRESENTATIVE (COTR) DESIGNATION AND AUTHORITY (NOV 2008)

The contracting officer's technical representative will be identified via separate letter to the contractor.

G.2 1052.204-70(OCC) REQUIRED CENTRAL CONTRACTOR REGISTRATION (MAY 2003)

The Office of the Comptroller of the Currency (OCC) has adopted the Department of Defense's Central Contractor Registration database as its database for contractor information. Accordingly, the following requirements apply to this contract.

(a) Definitions. As used in this clause --

(b) (1) By submission of an offer, the offeror acknowledges the requirement that a prospective awardee must be registered in the CCR database prior to award, during performance, and through final payment of any contract resulting from this solicitation, except for awards to foreign vendors for work to be performed outside the United States.

(c) The Contractor is responsible for the accuracy and completeness of the data within the CCR, and for any liability resulting from the Government's reliance on inaccurate or incomplete data. To remain registered in the CCR database after the initial registration, the Contractor is required to confirm on an annual basis that its information in the CCR database is accurate and complete.

(d) Offerors and contractors may obtain information on registration and annual confirmation requirements by calling 1-888-227-2423, or via the Internet at http://www.ccr.gov.

G.3 1052.232-8002 (OCC) Supplemental Invoicing Requirements – Other than Commercial Item (OCT 2008)

In addition to the invoicing requirements specified in clause 52.232-25, Prompt Payment, of this contract, the following special invoicing requirements also apply to the submission of invoices.

(a)(i) The contractor shall submit invoices in a format that replicates the line item (CLIN) and subline item (subCLIN) structure of the contract or, in the case of an order against a contract, the CLIN and subCLIN structure of the order. Each invoice shall provide, by CLIN and subCLIN, the line item number, description, quantity being invoiced, unit of measure, unit price, and current invoiced amount. Each invoice shall sequence CLINs and SubCLINs in the same order in which they appear in the contract or order and shall be totaled at the bottom of the invoice.

(ii) If the contract allows for the submission of partial or periodic invoices, the contractor shall include an additional column, titled “Cumulative Invoiced Amount,” to the right of the “Current Invoiced Amount” column. In the “Cumulative Amount” column, the contractor shall enter the total amount that has been billed for each contract line item and subline item through the end of the current invoice period.

(iii) The contractor shall submit invoices that conform to the requirements listed in subparagraphs (a)(i) and (ii) above. The contractor shall not deviate from this format without the expressed, written permission of the contracting officer. To further clarify the guidance provided in these paragraphs, a sample, generic invoice accompanies this clause.

(b) The contractor shall identify the point of contact (POC) or contracting officer’s technical representative (COTR) for this contract on the face sheet of all invoices submitted under the contract. The POC or COTR for this contract is identified in subparagraph (c)(ii) below. The contractor shall precede the POC or COTR’s name with either a “POC” or “COTR” label, as appropriate (e.g., “POC: John E. Doe”).

(c) The contractor shall submit an original and two copies of each invoice. The contractor shall submit the original and all copies of the invoice at the same time. Submission shall be as follows:

(i) The contractor shall submit original hardcopy or electronic copy invoice to the designated billing office. The designated billing office for this contract is…

OR

Electronic invoices shall be sent to OMAPVendorInvoice@occ.treas.gov

(ii) The contractor shall submit a copy of the invoice (hardcopy or electronic) to the point of contact (POC) or contracting officer’s technical representative (COTR), as designated in the contract. The POC or COTR for this contract is…

Name: TBD

OR

Electronic copy invoices shall be sent to _________Fill In Name_____________________

(iii) The contractor shall submit a copy of the invoice (hardcopy or electronic) to the contracting officer or contract specialist as designated below. The contracting officer or contract specialist for this contract is…

Name:

Title:

OR

Electronic copy invoices shall be sent to _________Fill In Name_____________________

(d) The OCC may deem any invoice that does not fully comply with the invoicing requirements specified in clause 52.232-25, Prompt Payment, and this clause, 1052.232-70(OCC), Supplemental Invoicing Requirements -- Other than Commercial Item, as an improper invoice and return the invoice to the contractor.

(e) Contractors shall select one method to submit invoices either hardcopy or softcopy. Once a method is selected, Contractors must submit a request to the Contracting Officer to change the manner of submitting invoices for payment. The contract will be modified to effect the change.

[END OF SECTION G]

SECTION H

SPECIAL CONTRACT REQUIREMENTS

H.1 1052.204-8001 (OCC) IDENTITY VERIFICATION OF CONTRACTOR PERSONNEL (OCT 2008)

(a) The contractor shall comply with agency personal identity verification of contractor procedures identified in the contract that implement Homeland Security Presidential Directive 12 (HSPD-12), Office of Management and Budget (OMB) guidance M-05-24, as amended, and Federal Information Processing Standards Publication (FIPS PUB) Number 201, as amended.

(b) The contractor shall insert this clause in all subcontracts when the subcontractor is required to have routine physical access to federally-controlled facility and/or routine access to federally-controlled information system.

H.2 1052.216-8002 (OCC) FAIR OPPORTUNITY PROCEDURES (OCT 2008)

The Government will give all contractors that are parties to this contract a fair opportunity to be considered for each task order, except as otherwise provided in Federal Acquisition Regulation (FAR) 16.504(b)(2).

(a) When giving contractors a fair opportunity the Government may consider technical approach, past performance, management approach, personnel experience, and cost/price factors. However, the Government might not consider all of those factors together.

(b) The…