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This is a combined synopsis/solicitation for commercial items prepared IAW the format in FAR subpart 12.6 as supplemented with additional information included in this notice. This announcement constitutes the only solicitation. Proposals are being requested, and a separate written solicitation will not be issued.
The solicitation number for this RFQ is CC14HQQ0009. All firms or individuals responding must be registered with the System for Award Management, which can be found at https://www.sam.gov. The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2005-23 and DCN 20060412.
The OCC anticipates award of a firm-fixed-price purchase order with four option years, with a performance start date of January 1, 2014. The anticipated award date is December 18, 2013.
This procurement shall be set-aside for Economically Disadvantaged Woman Owned Small Business (EDWOSB) concerns.
NAICS: 561410
Size Standard: $14,000,000
PART I – PRODUCTS OR SERVICES AND PRICES/COSTS
1.0 LINE ITEM DESCRIPTION
In accordance with this RFQ, the Contractor shall provide editorial services and shall do all that which is necessary to satisfy the requirements listed in Part II – Performance Work Statement.
1.1 PRICING
The offeror is required to propose a fully burdened labor hour rates for the CLIN structure located below. The offeror must include appropriate labor category descriptions accompanied by price information necessary to meet OCC’s requirements described in this combined synopsis-solicitation. The offeror must complete these fields for the base year plus the four option periods.
Base Period: January 1, 2014 - December 31, 2014
| Contract Line Item Number |
| Labor Category |
| Hourly Rate |
Option Period 1: January 1, 2015 - December 31, 2015
| Contract Line Item Number |
| Labor Category |
| Hourly Rate |
Option Period 2: January 1, 2016 - December 31, 2016
| Contract Line Item Number |
| Labor Category |
| Hourly Rate |
Option Period 3: January 1, 2017 - December 31, 2017
| Contract Line Item Number |
| Labor Category |
| Hourly Rate |
Option Period 4: January 1, 2018 - December 31, 2018
| Contract Line Item Number |
| Labor Category |
| Hourly Rate |
PART II –PERFORMANCE WORK STATEMENT
2.0 INTRODUCTION
The Office of the Comptroller of the Currency (OCC) intends to award a task order to a successful offeror to perform a variety of editorial services for internal or external distribution, either in print or online.
The following sections are included in this Statement of Work (SOW):
· Section 2.1: A general description about the OCC.
· Section 2.2: Scope and objectives.
· Section 2.3: Government-furnished equipment and information.
· Section 2.4: Editing tasks
2.1 BACKGROUND
The OCC (the Agency) charters, regulates, and supervises about 1,900 national banks and federal savings associations and 47 federal branches of foreign banks in the United States, accounting for more than two-thirds of the total assets of all U.S. commercial banks (as of December 2012). Headquartered in Washington, D.C., the OCC has four district offices plus an office in London to supervise the international activities of the institutions we supervise. The OCC was established in 1863 as a bureau of the U.S. Department of the Treasury. The OCC is headed by the Comptroller, who is appointed by the President, with the advice and consent of the U.S. Senate for a five-year term. The Comptroller is also a director of the Federal Deposit Insurance Corporation and NeighborWorks America.
The OCC’s nationwide staff of examiners conducts on-site reviews of national banks and federal savings associations (collectively, 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. The OCC’s mission is to ensure that national banks and federal savings associations operate in a safe and sound manner, provide fair access to financial services, treat customers fairly, and comply with applicable laws and regulations.
2.2 SCOPE AND OBJECTIVES
The editorial services of this task order relate to writing, rewriting, copy editing, substantive editing, proofreading, formatting, graphics editing, and editorial production (collectively, editing) for such publications as
· Handbooks, issuances, manuals, legal and accounting publications, and other supervisory guidance.
· Reports.
· Newsletters.
· Brochures.
· Special presentations.
The turnaround times for receiving suggested editing revisions depends on the type of publication or level of complexity. For example, time frames range from one day to one week or two weeks. More complex or larger publications require multiple rounds of reviews.
2.3 GOVERNMENT-FURNISHED EQUIPMENT AND INFORMATION
The Agency will make available samples of previously issued publications to serve as editing guides. Samples will be made available as documents in PDF, MS Word, MS Excel, or other similar applications. Many samples will be available via www.occ.gov.
Other services provided by the Agency will include:
· Editorial content: Content includes the publications draft narrative, headlines, captions, hyperlinks, charts, tables, figures, sourcelines, credits, footnotes, boilerplate language, etc. Draft text will be shared as MS Word 2010 documents. Documents might also be sent as MS Excel, PDF, or HTML pages, among other document types.
· Production timeline: Timeline explains when deliverables are due to and from the Contractor. This information will be conveyed in electronic written communications to the contractor along with the documents to be edited. The OCC Contract Administrator, to be identified at time of award, shall be included on all such communications.
Editorial guidance: Guidance addresses editing style and usage. (The OCC Style Manual is included as an electronic attachment to the RFQ, along with appropriate editing checklists and other related guidance and standards).
2.4 EDITING TASKS
The Agency will provide the Contractor with all written text for the product. As part of its quality assurance steps, the Contractor shall ensure that product content is professionally written and edited, is spelled correctly, and is grammatically correct. The Agency shall provide the Contractor with .docx files produced in MS Word 2010, and the Contractor shall edit the documents using MS Word’s “Track Changes” feature and make queries using comment balloons. The Contractor shall return edits as MS Word 2010 .docx files.
The Contractor shall participate in planning and preproduction meetings with Agency staff. These meetings will provide the Contractor with an understanding of the publication, its audience, objective, and scope; the specifications for the editing tasks; the opportunity to offer input needed to reach the Agency’s target audience(s); and to obtain technical feedback and recommendations in a timely manner. Meetings will be held in person at OCC Headquarters in Washington, D.C., via teleconference, or virtual/electronic format.
The Contractor shall edit as closely to OCC style, guidance, and standards as possible. Level of effort is made even more evident when the Agency delivers to the Contractor as samples the same or similar publications recently issued. Style issues not addressed in the OCC Style Manual are covered in Merriam-Webster Unabridged Dictionary and the Chicago Manual of Style.)
The OCC’s Publishing Services staff within the Communications Division will serve as the final arbiter of editing style and usage and will perform final edits to ensure that text conforms to OCC style, guidance, and standards. Note: The product is published with bankers in mind, but the narrative must be understood by the general public—unless otherwise specified in the RFQ.
The Contractor shall perform substantive editing, which includes writing, rewriting, copy editing, substantive editing, proofreading, formatting, and editorial production. Substantive editing means ensuring that articles follow the “inverted pyramid” style of writing, in which the who, what, when, where, why, how, and how much are addressed in the opening paragraphs of each main article. The Contractor shall point out incomprehensible writing and suggest options for clarifying. The Contractor shall edit content for readability without changing meaning. The Contractor shall note instances where meaning might have changed in the process of editing. For queries and comments, use the comment balloons feature in MS Word. Language used in comment balloons must be tactful and diplomatic. By “editing,” the Agency means correcting grammar, punctuation, capitalization; adhering to style; clarifying obtuse sentences; pointing out incomprehensible writing or overreliance on jargon and acronyms; writing effective headlines and captions; checking tables and figures against accompanying narrative; and inspecting consistency in presentation of content (alignment, border widths, font styles, sizes, and placement; consistent handling of like content).
The Contractor’s editing tasks also may include working on headlines, photo captions, table and figure headings; formatting tables, proofreading data; generating tables of contents, abbreviations listings, indexes, and other related front cover and back cover matter.
Deliverable due dates shall be specified in electronic written communications to the Contractor.
The Contractor shall be directly responsible for ensuring the accuracy, timeliness, and completion of all tasks assigned under this requirement.
The Contractor shall consult with the OCC’s Manager for Publishing Services in person, by telephone, or by e-mail as necessary for timely discussion of progress, questions about whether or to what extent the articles should be edited, and any unforeseen problems that may arise in the performance of the work described in this SOW. Contact information for the OCC’s Manager for Publishing Services will be provided at time of award.
The Contractor shall edit as closely to OCC style and standards as possible, following the editorial guidance specified in section I and in the below attachments.
The Contractor shall send electronic text files to the OCC by e-mail for approval.
The Agency will explain at the time the product is sent to the vendor for editing whether product will be online-only, print only, or online and print. The Agency also will explain at the time of award the level of editing effort required and how many rounds of reviews are expected. Typically, the Agency expects the Contractor to undergo two rounds of editing before nearly a final state; however, additional rounds of edits may be necessary. Typically, the second round takes less time than the first round because there are fewer edits to content with the second time around. The Agency’s Publishing Services unit and its internal customers will review the drafts after rounds one and two. Editorial feedback for the Contractor will be provided in writing, either via e-mail or in tracked edits and comment balloons in the MS Word documents, or both. Phone calls between the Publishing Services unit and the Contractor also may be needed to clarify editing requirements.
2.5 PERFORMANCE REQUIREMENT SUMMARY
Performance Requirements Summary for Editorial Services
| Required service |
| Performance standard |
| Acceptable quality level |
| Monitoring method |
| Incentives/ |
Disincentives
| Adhere to professional copy editing standards |
| Chicago Manual of Style, OCC Style Manual, Merriam-Webster Unabridged, Plain English Act |
| When contractor’s work adheres to the performance standard |
Agency’s review finds more than three issues per round of review.
Issues can include misspellings; noun-verb or noun-pronoun disagreements; unclear antecedents; improperly treated reference citations and other titles/dates; change in author’s intended meaning; inconsistent capitalization, punctuation; other inconsistencies, such as confusing use of terminology and jargon or when numbers in data tables and graphics don’t add up or don’t match what’s in the narrative.
Rework another round of review at no additional charge within one (1) business day.
| Adherence to version control |
| Keep track of drafts in the order in which they were sent or received |
| When contractor’s work arrives in the proper order of sequence and is labeled with version control in mind using dates and editor’s initials for each round of review |
| Agency’s encounters no difficulty understanding which round of review we’re on and which numbered version we’re on; each draft arrives with a date and editor’s initials. |
| Rename the drafts and resend within one (1) business day. |
| Use diplomacy and tact |
| Professional editing performance feedback for authors |
| When contractor’s feedback is posed neutrally |
| Contractor’s draft arrives with feedback using negative tone; with “why” questions (as in “why did you say this” or “why did you write it like that”; using language that makes the originating author feel incompetent or bad about having made a mistake. |
| Rework another round of review at no additional charge within one (1) business day. |
| Meet deadlines |
| On-time delivery |
| When contractor returns edits by agreed-upon deadlines |
| Agency receives documents on time or before the deadline. |
| Two (2) percent disincentive of applicable invoice. |
| Has technical expertise working in MS Word 2010 and e-mail functions |
| Advanced user of MS Word 2010 and e-mail functions |
| When contractor knows all aspects of font dialog box, paragraph settings, hyperlinking, table formatting, borders and shading, stylesheets, everything under page layout option, footnotes, tables of contents, track-change feature and comments. |
| Contractor’s edited drafts utilize the breadth of MS Word 2010’s editing features. Drafts are returned to the Agency cleanly and consistently formatted, content is well edited (see requirements listed above), naming convention is easy to follow and adheres to agency’s requirements. Accompanying transmittal e-mail is easy to understand, clearly explains which round of review we’re on, includes attached files, explains caveats clearly. |
| One (1) percent disincentive of applicable invoice. |
2.6 PERIOD OF PERFORMANCE
The period of performance will be from January 1, 2014 through December 31, 2014 with four option years.
2.7 TASK ORDER TYPE
This will be a labor contract.
PART III - OTHER CONTRACTUAL TERMS AND CONDITIONS
FAR 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/these address(es):
http://www.acquisition.gov/far
I. FEDERAL ACQUISITION REGULATION (48 CFR CHAPTER 1) CLAUSES
| NUMBER | DATE | TITLE | ||
| 52.212-4 | JUNE 2010 | CONTRACT TERMS AND CONDITIONS-- | COMMERCIAL ITEMS |
FAR 52.212-5 -- Contract Terms and Conditions Required to Implement Statutes or Executive Orders Commercial Items (SEP 2013)
(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are incorporated in this contract by reference, to implement provisions of law or Executive orders applicable to acquisitions of commercial items:
(1) 52.222-50, Combating Trafficking in Persons (FEB 2009) (22 U.S.C. 7104(g)).
__x__ Alternate I (AUG 2007) of 52.222-50 (22 U.S.C. 7104(g)).
(2) 52.233-3, Protest After Award (AUG 1996) (31 U.S.C. 3553).
(3) 52.233-4, Applicable Law for Breach of Contract Claim (OCT 2004) (Pub. L. 108-77, 108-78).
(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the contracting officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial items:
[Contracting Officer check as appropriate.] __x_ (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (Sept 2006), with Alternate I (Oct 1995) (41 U.S.C. 253g and 10 U.S.C. 2402).
__ _ (2) 52.203-13, Contractor Code of Business Ethics and Conduct (Apr 2010) (Pub. L. 110-252, Title VI, Chapter 1 (41 U.S.C. 251 note)).
___ (3) 52.203-15, Whistleblower Protections under the American Recovery and Reinvestment Act of 2009 (Jun 2010) (Section 1553 of Pub L. 111-5) (Applies to contracts funded by the American Recovery and Reinvestment Act of 2009).
__x_ (4) 52.204-10, Reporting Executive compensation and First-Tier Subcontract Awards (Jul 2013) (Pub. L. 109-282) (31 U.S.C. 6101 note).
___ (5) 52.204-11, American Recovery and Reinvestment Act—Reporting Requirements (Jul 2010) (Pub. L. 111-5).
_ _ (6) 52.209-6, Protecting the Government’ Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment (Aug 2013) (31 U.S.C. 6101 note).
___ (7) 52.209-9, Updates of Publicly Available Information Regarding Responsibility Matters (Jul 2013) (41 U.S.C. 2313).
___ (8) 52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (May 2012) (section 738 of Division C of Public Law 112-74, section 740 of Division C of Pub. L. 111-117, section 743 of Division D of Pub. L. 111-8, and section 745 of Division D of Pub. L. 110-161).
___ (9) 52.219-3, Notice of HUBZone Set-Aside or Sole-Source Award (Nov 2011) (15 U.S.C. 657a).
___ (10) 52.219-4, Notice of Price Evaluation Preference for HUBZone Small Business Concerns (Jan 2011) (if the offeror elects to waive the preference, it shall so indicate in its offer)(15 U.S.C. 657a).
___ (11) [Reserved] ___ (12) (i) 52.219-6, Notice of Total Small Business Aside (Nov 2011) (15 U.S.C. 644).
___ (ii) Alternate I (Nov 2011).
___ (iii) Alternate II (Nov 2011).
___ (13) (i) 52.219-7, Notice of Partial Small Business Set-Aside (June 2003) (15 U.S.C. 644).
___ (ii) Alternate I (Oct 1995) of 52.219-7.
___ (iii) Alternate II (Mar 2004) of 52.219-7.
_x_ (14) 52.219-8, Utilization of Small Business Concerns (Jul 2013) (15 U.S.C. 637(d)(2) and (3)).
___ (15) (i) 52.219-9, Small Business Subcontracting Plan (Jul 2013) (15 U.S.C. 637 (d)(4).)
___ (ii) Alternate I (Oct 2001) of 52.219-9.
___ (iii) Alternate II (Oct 2001) of 52.219-9.
___ (iv) Alternate III (July 2010) of 52.219-9.
___ (16) 52.219-13, Notice of Set-Aside of Orders (Nov 2011) (15 U.S.C. 644(r)).
_x _ (17) 52.219-14, Limitations on Subcontracting (Nov 2011) (15 U.S.C. 637(a)(14)).
___ (18) 52.219-16, Liquidated Damages—Subcontracting Plan (Jan 1999) (15 U.S.C. 637(d)(4)(F)(i)).
___ (19) (i) 52.219-23, Notice of Price Evaluation Adjustment for Small Disadvantaged Business Concerns (Oct 2008) (10 U.S.C. 2323) (if the offeror elects to waive the adjustment, it shall so indicate in its offer).
___ (ii) Alternate I (June 2003) of 52.219-23.
___ (20) 52.219-25, Small Disadvantaged Business Participation Program—Disadvantaged Status and Reporting (Jul 2013) (Pub. L. 103-355, section 7102, and 10 U.S.C. 2323).
___ (21) 52.219-26, Small Disadvantaged Business Participation Program—Incentive Subcontracting (Oct 2000) (Pub. L. 103-355, section 7102, and 10 U.S.C. 2323).
___ (22) 52.219-27, Notice of Service-Disabled Veteran-Owned Small Business Set-Aside (Nov 2011) (15 U.S.C. 657f).
_ x_(23) 52.219-28, Post Award Small Business Program Representation (Jul 2013) (15 U.S.C. 632(a)(2)).
__x_ (24) 52.219-29, Notice of Set-Aside for Economically Disadvantaged Women-Owned Small Business (EDWOSB) Concerns (Jul 2013) (15 U.S.C. 637(m)).
___ (25) 52.219-30, Notice of Set-Aside for Women-Owned Small Business (WOSB) Concerns Eligible Under the WOSB Program (Jul 2013) (15 U.S.C. 637(m)).
__x_ (26) 52.222-3, Convict Labor (June 2003) (E.O. 11755).
__x_ (27) 52.222-19, Child Labor—Cooperation with Authorities and Remedies (Mar 2012) (E.O. 13126).
__x_ (28) 52.222-21, Prohibition of Segregated Facilities (Feb 1999).
__x _ (29) 52.222-26, Equal Opportunity (Mar 2007) (E.O. 11246).
__ _ (30) 52.222-35, Equal Opportunity for Veterans (Sep 2010) (38 U.S.C. 4212).
__x_ (31) 52.222-36, Affirmative Action for Workers with Disabilities (Oct 2010) (29 U.S.C. 793).
___ (32) 52.222-37, Employment Reports on Veterans (Sep 2010) (38 U.S.C. 4212).
___ (33) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act (Dec 2010) (E.O. 13496).
___ (34) 52.222-54, Employment Eligibility Verification (Jul 2012). (Executive Order 12989). (Not applicable to the acquisition of commercially available off-the-shelf items or certain other types of commercial items as prescribed in 22.1803.)
___ (35) (i) 52.223-9, Estimate of Percentage of Recovered Material Content for EPA-Designated Items (May 2008) (42 U.S.C. 6962(c)(3)(A)(ii)). (Not applicable to the acquisition of commercially available off-the-shelf items.)
___ (ii) Alternate I (May 2008) of 52.223-9 (42 U.S.C. 6962(i)(2)(C)). (Not applicable to the acquisition of commercially available off-the-shelf items.)
___ (36) 52.223-15, Energy Efficiency in Energy-Consuming Products (Dec 2007) (42 U.S.C. 8259b).
___ (37) (i) 52.223-16, IEEE 1680 Standard for the Environmental Assessment of Personal Computer Products (Dec 2007) (E.O. 13423).
___ (ii) Alternate I (Dec 2007) of 52.223-16.
__x_ (38) 52.223-18, Encouraging Contractor Policies to Ban Text Messaging while Driving (Aug 2011).
___ (39) 52.225-1, Buy American Act--Supplies (Feb 2009) (41 U.S.C. 10a-10d).
__ _ (40) (i) 52.225-3, Buy American Act--Free Trade Agreements--Israeli Trade Act (Nov 2012) (41 U.S.C. chapter 83, 19 U.S.C. 3301 note, 19 U.S.C. 2112 note, 19 U.S.C. 3805 note, 19 U.S.C. 4001 note, Pub. L. 103-182, Pub. L. 108-77, 108-78, 108-286, 108-302, 109-53, 109-169, 109-283, 110-138, 112-41, 112-42, and 112-43).
___ (ii) Alternate I (Mar 2012) of 52.225-3.
___ (iii) Alternate II (Mar 2012) of 52.225-3.
___ (iv) Alternate III (Nov 2012) of 52.225-3.
___ (41) 52.225-5, Trade Agreements (Sep 2013) (19 U.S.C. 2501, et seq., 19 U.S.C. 3301 note).
__x_ (42) 52.225-13, Restrictions on Certain Foreign Purchases (Jun 2008) (E.O.’s, proclamations, and statutes administered by the Office of Foreign Assets Control of the Department of the Treasury).
___ (43) 52.225-26, Contractors Performing Private Security Functions Outside the United States (Jul 2013) (Section 862, as amended, of the National Defense Authorization Act for Fiscal Year 2008; 10 U.S.C. 2303 Note).
___ (44) 52.226-4, Notice of Disaster or Emergency Area Set-Aside (Nov 2007) (42 U.S.C. 5150).
___ (45) 52.226-5, Restrictions on Subcontracting Outside Disaster or Emergency Area (Nov 2007) (42 U.S.C. 5150).
___ (46) 52.232-29, Terms for Financing of Purchases of Commercial Items (Feb 2002) (41 U.S.C. 255(f), 10 U.S.C. 2307(f)).
___ (47) 52.232-30, Installment Payments for Commercial Items (Oct 1995) (41 U.S.C. 255(f), 10 U.S.C. 2307(f)).
__x (48) 52.232-33, Payment by Electronic Funds Transfer— System for Award Management (Jul 2013) (31 U.S.C. 3332).
___ (49) 52.232-34, Payment by Electronic Funds Transfer—Other Than System for Award Management (Jul 2013) (31 U.S.C. 3332).
___ (50) 52.232-36, Payment by Third Party (Jul 2013) (31 U.S.C. 3332).
___ (51) 52.239-1, Privacy or Security Safeguards (Aug 1996) (5 U.S.C. 552a).
___ (52) (i) 52.247-64, Preference for Privately Owned U.S.-Flag Commercial Vessels (Feb 2006) (46 U.S.C. Appx 1241(b) and 10 U.S.C. 2631).
___ (ii) Alternate I (Apr 2003) of 52.247-64.
(c) The Contractor shall comply with the FAR clauses in this paragraph (c), applicable to commercial services, that the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or executive orders applicable to acquisitions of commercial items:
[Contracting Officer check as appropriate.] ___ (1) 52.222-41, Service Contract Act of 1965 (Nov 2007) (41 U.S.C. 351, et seq.).
___ (2) 52.222-42, Statement of Equivalent Rates for Federal Hires (May 1989) (29 U.S.C. 206 and 41 U.S.C. 351, et seq.).
___ (3) 52.222-43, Fair Labor Standards Act and Service Contract Act -- Price Adjustment (Multiple Year and Option Contracts) (Sep 2009) (29 U.S.C.206 and 41 U.S.C. 351, et seq.).
___ (4) 52.222-44, Fair Labor Standards Act and Service Contract Act -- Price Adjustment (Sep 2009) (29 U.S.C. 206 and 41 U.S.C. 351, et seq.).
___ (5) 52.222-51, Exemption from Application of the Service Contract Act to Contracts for Maintenance, Calibration, or Repair of Certain Equipment--Requirements (Nov 2007) (41 U.S.C. 351, et seq.).
___ (6) 52.222-53, Exemption from Application of the Service Contract Act to Contracts for Certain Services--Requirements (Feb 2009) (41 U.S.C. 351, et seq.).
___ (7) 52.222-17, Nondisplacement of Qualified Workers (Jan 2013) (E.O. 13495).
___ (8) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations. (Mar 2009) (Pub. L. 110-247).
___ (9) 52.237-11, Accepting and Dispensing of $1 Coin (Sep 2008) (31 U.S.C. 5112(p)(1)).
(d) Comptroller General Examination of Record The Contractor shall comply with the provisions of this paragraph (d) if this contract was awarded using other than sealed bid, is in excess of the simplified acquisition threshold, and does not contain the clause at 52.215-2, Audit and Records -- Negotiation.
(1) The Comptroller General of the United States, or an authorized representative of the Comptroller General, shall have access to and right to examine any of the Contractor’s directly pertinent records involving transactions related to this contract.
(2) The Contractor shall make available at its offices at all reasonable times the records, materials, and other evidence for examination, audit, or reproduction, until 3 years after final payment under this contract or for any shorter period specified in FAR Subpart 4.7, Contractor Records Retention, of the other clauses of this contract. If this contract is completely or partially terminated, the records relating to the work terminated shall be made available for 3 years after any resulting final termination settlement. Records relating to appeals under the disputes clause or to litigation or the settlement of claims arising under or relating to this contract shall be made available until such appeals, litigation, or claims are finally resolved.
(3) As used in this clause, records include books, documents, accounting procedures and practices, and other data, regardless of type and regardless of form. This does not require the Contractor to create or maintain any record that the Contractor does not maintain in the ordinary course of business or pursuant to a provision of law.
(e) (1) Notwithstanding the requirements of the clauses in paragraphs (a), (b), (c) and (d) of this clause, the Contractor is not required to flow down any FAR clause, other than those in this paragraph (e)(1) in a subcontract for commercial items. Unless otherwise indicated below, the extent of the flow down shall be as required by the clause—
(i) 52.203-13, Contractor Code of Business Ethics and Conduct (Apr 2010) (Pub. L. 110-252, Title VI, Chapter 1 (41 U.S.C. 251 note)).
(ii) 52.219-8, Utilization of Small Business Concerns (Jul 2013) (15 U.S.C. 637(d)(2) and (3)), in all subcontracts that offer further subcontracting opportunities. If the subcontract (except subcontracts to small business concerns) exceeds $650,000 ($1.5 million for construction of any public facility), the subcontractor must include 52.219-8 in lower tier subcontracts that offer subcontracting opportunities.
(iii) 52.222-17, Nondisplacement of Qualified Workers (Jan 2013) (E.O. 13495). Flow down required in accordance with paragraph (1) of FAR clause 52.222-17.
(iv) 52.222-26, Equal Opportunity (Mar 2007) (E.O. 11246).
(v) 52.222-35, Equal Opportunity for Veterans (Sep 2010) (38 U.S.C. 4212).
(vi) 52.222-36, Affirmative Action for Workers with Disabilities (Oct 2010) (29 U.S.C. 793).
(vii) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act (Dec 2010) (E.O. 13496). Flow down required in accordance with paragraph (f) of FAR clause 52.222-40.
(viii) 52.222-41, Service Contract Act of 1965, (Nov 2007), (41 U.S.C. 351, et seq.)
(ix) 52.222-50, Combating Trafficking in Persons (Feb 2009) (22 U.S.C. 7104(g)).
_X__ Alternate I (Aug 2007) of 52.222-50 (22 U.S.C. 7104(g)).
(x) 52.222-51, Exemption from Application of the Service Contract Act to Contracts for Maintenance, Calibration, or Repair of Certain Equipment--Requirements (Nov 2007) (41 U.S.C. 351, et seq.)
(xi) 52.222-53, Exemption from Application of the Service Contract Act to Contracts for Certain Services--Requirements (Feb 2009) (41 U.S.C. 351, et seq.)
(xii) 52.222-54, Employment Eligibility Verification (Jul 2012).
(2) While not required, the contractor may include in its subcontracts for commercial items a minimal number of additional clauses necessary to satisfy its contractual obligations.
(xiii) 52.225-26, Contractors Performing Private Security Functions Outside the United States (Jul 2013) (Section 862, as amended, of the National Defense Authorization Act for Fiscal Year 2008; 10 U.S.C. 2302 Note).
(xiv) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations. (Mar 2009) (Pub. L. 110-247). Flow down required in accordance with paragraph (e) of FAR clause 52.226-6.
(xv) 52.247-64, Preference for Privately-Owned U.S. Flag Commercial Vessels (Feb 2006) (46 U.S.C. Appx 1241(b) and 10 U.S.C. 2631). Flow down required in accordance with paragraph (d) of FAR clause 52.247-64.
52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)
The Government may require continued performance of any services within the limits and at the rates specified in the contract. These rates may be adjusted only as a result of revisions to prevailing labor rates provided by the Secretary of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder shall not exceed 6 months. The Contracting Officer may exercise the option by written notice to the Contractor within 1 day of contract end date.
(End of Clause)
52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)
| (a) | The Government may extend the term of this contract by written notice to the Contractor within 1 day of contract end date; provided that the Government gives the Contractor a preliminary written notice of its intent to extend at least 30 days before the contract expires. The preliminary notice does not commit the Government to an extension. |
| (b) | If the Government exercises this option, the extended contract shall be considered to include this option clause. |
| (c) | The total duration of this contract, including the exercise of any options under this clause, shall not exceed 5 years. |
(End of Clause) 1052.212-8001 (OCC) SUPPLEMENTAL INVOICING REQUIREMENTS – COMMERCIAL ITEM (NOV 2009) In addition to the invoicing requirements specified in clause 52.212-4, Contract Terms and Conditions--Commercial Items, 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 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 representative (COR) for this contract on the face sheet of all invoices submitted under the contract. The POC or COR is identified in (c)(ii) below. The contractor shall precede the POC or COR’s name with either a “POC” or “COR” 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 of invoice(s) to the designated billing office. Hardcopy invoices shall be sent to: |
| Address: | TBD |
| Telephone: | TBD |
Electronic invoices shall be sent to TBD
| (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 (COR), as designated in the contract. The POC or COR for this contract is… | |
| Name: | TBD | |
| Address: | TBD | |
| Telephone: | TBD |
Electronic copy invoices shall be sent to TBD
| (iii) | The contractor shall submit a copy of the invoice (hardcopy or electronic) to the contracting officer or contract specialist. The contracting officer or contract specialist is… | ||
| Name: | TBD | ||
| Title: | TBD | ||
| Address: | TBD | ||
| Telephone: | TBD |
Electronic copy of invoices shall be sent to TBD.
(d) The OCC may deem any invoice that does not fully comply with the invoicing equirements specified in 52.212-4, Contract Terms and Conditions -- Commercial Items, and this clause, 2052.212-8001, Supplemental Invoicing Requirements – 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 electronically. 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.
SAMPL
E INVOICE
(Attachment to clause 1052.212 8001 Supplemental Invoicing Requirements Commercial Item)
General Information
(Note: Not all items listed in this sample are required.
Invoice No.:
1230456
Invoice Date:
Jan 15, 2004
Contractor
Name:
ABC Company
Contractor Address:
800 Main Street
Newark, DE 19711
Contract No.:
TCC
HQ
C
Delivery/Purchase Order No.:
None
Contract Term:
Oct 1, 2003 Sept 30, 20
Payment Terms:
2% 10 Net 30
COR:
John R. Smith
Shipping Number and Date:
N/A
Remit Payment
To:
Paul B. Jones
ABC Company
800 Main Street
Newark, DE 19711
If Defective Invoice Notify:
Samuel R. Holland
Executive Vice President
(800) 555
800 Main Street
Newark, DE 19711
(End of Clause) 1052.201-8000 (OCC) CONTRACTING OFFICER'S REPRESENTATIVE (COR) DESIGNATION AND AUTHORITY (JAN 2012)
1. The contracting officer's representative will be identified via separate letter to the contractor.
| (b) | Performance of work under this contract is subject to the technical direction of the COR identified above, as designated in writing. The term "technical direction" includes, without limitation, direction to the contractor that directs or redirects the labor effort, shifts the work between work areas or locations, fills in details and otherwise serves to ensure that tasks outlined in the work statement are accomplished satisfactorily. |
| (c) | Technical direction must be within the scope of the specification(s)/work statement. The COR does not have authority to issue technical direction that: |
| (1) | constitutes a change of assignment or additional work outside the specification(s)/work statement; |
| (2) | constitutes a change as defined in the clause entitled "Changes"; |
| (3) | in any manner causes an increase or decrease in the contract price, or the time required for contract performance; |
| (4) | changes any of the terms, conditions, or specification(s)/work statement of the contract; |
| (5) | interferes with the contractor's right to perform under the terms and conditions of the contract; or, |
| (6) | directs, supervises or otherwise controls the actions of the contractor's employees. |
| (d) | Technical direction may be oral or in writing. The COR shall confirm oral direction in writing within five work days, with a copy to the contracting officer. |
| (e) | The contractor shall proceed promptly with performance resulting from the technical direction issued by the COR. If, in the opinion of the contractor, any direction of the COR, or his/her designee, falls within the limitations in (c), above, the contractor shall immediately notify the contracting officer no later than the beginning of the next Government work day. |
1. Failure of the contractor and the contracting officer to agree that technical direction is within the scope of the contract shall be subject to the terms of the clause entitled "Disputes".
(End of Clause)
1052.215-8003 (OCC) KEY PERSONNEL (NOV 2009)
(a) The personnel listed below are considered essential to the work being performed under this contract. Before removing, replacing, or diverting any of the listed or specified personnel, the Contractor must:
(1) Notify the Contracting Officer reasonably in advance;
(2) Submit justification (including proposed substitutions) in sufficient detail to permit evaluation of the impact on this contract; and
(3) Obtain the Contracting Officer’s written approval. Notwithstanding the foregoing, if the Contractor deem immediate removal or suspension of any member of its management team is necessary to maintain satisfactory standard of employee competency, conduct, and integrity, the contractor may remove or suspend such person at once, although the Contractor must notify the Contracting Officer prior to or concurrently with such action.
(b) The list of personnel may, with consent of the contracting parties, be amended from time to time during the course of the contract to add or delete personnel.
[Insert list of Key Personnel]
(End of Clause) 1052.243-8001 (OCC) AUTHORIZED CHANGES ONLY BY THE CONTRACTING OFFICER (SEP 2012)
| (a) Except as specified in paragraph (b) below, no order, statement, or conduct of Government personnel who provide technical direction or in any other manner communicates with contractor personnel during the performance of this contract shall constitute a change under the “Changes” clause of this contract. |
| (b) The Contractor shall not comply with any order, direction or request of Government personnel unless it is issued in writing and signed by the Contracting Officer (CO), or is pursuant to specific authority otherwise included as a part of this contract. |
| (c) The CO is the only person authorized to approve changes in any of the requirements of this contract and notwithstanding provisions contained elsewhere in this contract, the said authority remains solely the CO’s. In the event the Contractor effects any change at the direction of any |
person other than the CO, the change will be considered to have been made without authority and no adjustment will be made in the contract price to cover any increase in charges incurred as a result thereof. The CO will be identified via separate letter to the contractor.
(End of Clause)
52.217-5 EVALUATION OF OPTIONS (JUL 1990)
Except when it is determined in accordance with FAR 17.206(b) not to be in the Government’s best interests, the Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement. Evaluation of options will not obligate the Government to exercise the option(s).
(End of Provision) PART IV - PREPARATION and SUBMISSION of QUOTES
4.0 Clause 52.212-1 Instructions to Offerors—Commercial Items (July 2013) is incorporated into the solicitation by reference, provides guidance on preparing and submitting quotations. Paragraph “(b) Submission of offers” of Clause 52.212-1 is replaced, in its entirety, by the guidance that follows.
Questions concerning this solicitation should be submitted by email to Lee Thomas, Contract Specialist, at Lee.Thomas@occ.treas.gov on November 25, 2013.
4.1 General Requirements
Due Date for Receipt of Quotations is November 29, 2013 at 3pm EST. You assume full responsibility for ensuring your quotation is received by the due date and time.
Electronic copies delivered to Lee Thomas at Lee.Thomas@occ.treas.gov will be accepted.
Hard copies will not be accepted.
4.2 Quote Preparation
Quotations must be prepared in accordance with the instructions in this Part. Failure to substantially comply with these instructions, in either format or content, may lead to the rejection of a proposal.
Include the following information:
a. Part I: Services and Prices/Costs, Page 2-3.
b. DUNS #: ________________________ . Provide certification of the vendor’s registration in the System for Award Management.
c. Technical Capability (NOT TO EXCEED 10 pages): This shall include at a minimum:
1. Ability to provide services as stated in Part II.
d. Contract Administrator and Alternate:
| Name/Title |
| Phone #/E-Mail Address |
Administrator
Alternate
e. Key Personnel: The offeror shall provide resumes and qualification statements for all proposed key personnel.
f. Sample of Edited Document: The offeror shall provide a sample of their proposed editorial services by editing the sample document provided below (Attachment 3) in accordance with the standards outlined in Part II and estimated quote (with labor category and number of hours detail) for the editing the sample document below.
4.3 Disposition of Quotes
After evaluation, selection, and contract award, unsuccessful quotes will be disposed of as follows - one copy will be retained by the OCC and the remaining copies will be destroyed.
PART V - EVALUATION OF QUOTES
5.0 52.212-2 Evaluation-Commercial Items (Jan 1999)
(a) The Government will award a contract resulting from this solicitation to the responsible offeror whose offer conforming to the solicitation will be most advantageous to the Government, price and other factors considered.
The factors listed in section 5.1 below will be used to evaluate the offer. The evaluation factors are listed in order of importance.
(b) A written notice of award or acceptance of an offer, mailed or otherwise furnished to the successful offeror within the time for acceptance specified in the offer, shall result in a binding contract without further action by either party. Before the offer’s specified expiration time, the Government may accept an offer (or part of an offer), whether or not there are negotiations after its receipt, unless a written notice of withdrawal is received before the award.
5.1 Basis for Award
The Government will make an award to the offeror whose offer conforms to the requirements and is evaluated as being the best value to the Government, price and other factors considered. For the basis of award, technical merit is more important than price. As technical merit of proposals becomes more equal, the price will become more important.
The Contracting Officer will determine what trade-off between technical merit and cost or price promises the best value to the government, price and other factors considered. The evaluation factors listed below are in descending order of importance.
1. Technical Capability
2. Key Personnel
3. Past Performance
4. Price
5.2 Evaluation Factors
1. Technical Capability: The offeror's technical capability must demonstrate an understanding of the requirements, delineating the techniques and procedures that will be used to satisfy the requirements in a quality and timely manner. The technical approach shall address each functional element in the PWS in enough detail to clearly and fullydemonstrate the Offeror understands the requirements and the inherent challenges and risks.
2. Key Personnel: The Government will assess the Vendor’s personnel qualifications, education, certifications and experience as it relates to the PWS.
3. Past Performance: The OCC will evaluate each vendors past performance on the basis of its breadth, depth and relevance to the work that will be required under this contract vehicle, based on the information provided by the vendor. The Government may evaluate the experience of the Offeror’s proposed key subcontractors in the same manner as the prime contractor to the extent warranted.
4. Price: OCC will base total evaluated price on the prices proposed for the CLINs listed in Part I in conjunction with FAR 52.217-5 and the estimated quote for the sample document. The OCC will not consider prices that are contingent, unreasonable, or unbalanced. Price is not a scored evaluation factor. OCC will use total evaluated price as part of its best value analysis.
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