RFP_CC14HQR0012.docx

Request for Proposal CC-14-HQ-R-0012

PART I: THE SCHEDULE

SECTION B: SUPPLIES OR SERVICES AND PRICES / COSTS

B.1 GENERAL

The contractor shall furnish, all management, supervision, labor, and materials (except as specified herein to be furnished by the Government) necessary to perform interior architectural design requirements described in the Performance Work Statement (PWS).

B.2 LINE ITEM DESCRIPTION

The contractor shall provide services in accordance with the PWS.

This indefinite delivery/indefinite quantity (IDIQ) contract will result in firm fixed price (FFP) or labor hour (LH) type task orders. The fixed hourly rates specified herein shall include all overhead, fringe benefits, general and administrative expenses, and profit for the successful performance of all specified services. The fully burdened hourly rates apply to all direct labor hours.

Other Direct Costs (ODCs), including material necessary for performance of this contract, will be specified 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 order. Reimbursement for travel shall be in accordance with the Federal Travel Regulations (FTR).

TOTAL

$15,000,000.00 NTE

B.3 LEVEL OF EFFORT (CONTRACTOR-LABOR-HOUR TASK ORDERS)

During the period of performance, the contractor shall provide at a minimum the labor categories in Section J, attachment 1.

B.4 MINIMUM/MAXIMUM CONTRACT AMOUNT

The OCC guarantees that a minimum of $2,500.00 of services will be ordered during the entire term of this contract. The maximum contract value is $15,000,000.00.

B.5 CONTRACT TYPE AND CANCELLATION CEILING

This is a Multiple Award, Multi-Year, Indefinite-Delivery-Indefinite-Quantity (IDIQ) contract. The ordering period applicable to this contract is one (1) base period of two (2) years and four (4) two (2) year option periods. Refer to FAR Clause 52.217-2, Cancellation Under Multi-Year Contracts (incorporated by reference in Section I of the contract). If cancellation under Clause 52.217-2 occurs, the specified cancellation ceiling is $0.

SECTION C: DESCRIPTION / SPECIFICATIONS / PERFORMANCE WORK STATEMENT

C.1 BACKGROUND

The OCC charters, regulates, and supervises all national banks and federal savings associations. 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 federal savings associations and provides sustained supervision of banking operations. The agency issues rules, legal interpretations, and corporate decisions concerning banking, bank investments, bank community development activities, and other aspects of banking operations.

The OCC Workplace Services (WS) Office is responsible for all OCC real estate administrative needs. Currently, the real estate portfolio is comprised of the following leased office space:

SQUARE FOOTAGE

C.2 SCOPE OF WORK

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 WS office in managing and executing these office relocations. In addition, renovation work may also be required at other office locations.

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. WS’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, WS considers its two primary customers to be Management and the Union. WS works with these customers for the duration of each project from initiation to completion.

The Contractor shall provide interior architectural and design services for any of the OCC’s office space requiring relocations, renovations or expansions. These services will include design services for all phases of a project to include but not limited to; programming, design, construction administration, furniture procurement through the actual move and will entail day-to-day communications with WS 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 order that results 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 CORs, 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 which may be included in the project. Each task order will identify the specific scope of work required.

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, WS and the OCC team, Landlord, etc.

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

· Customer Service – proactively working with customers, assessing needs, providing assistance, resolving problems, clarifying and satisfying expectations, aligning products and services with the project solution

· Flexibility – adapting work methods in response to new information, changing or unexpected conditions

· Interpersonal Skills – demonstrating understanding, courtesy, tact, empathy while developing and maintaining relationships throughout the project

· Legal Compliance – accurately applying laws, legal codes, practices, agency policies and procedure to the project solution. Accurately applying building, fire and life safety codes to the real estate solution.

· Oral and Written Communication - effectively expressing, documenting or producing information in a succinct and organized manner; communicating information that is appropriate for the intended audience and situation

· Organizational Awareness –understanding the OCC’s mission and functions, presenting sound, well informed, and objective solutions using good judgment within the given context while managing the expectations of WS

· Team Building- motivating and guiding others toward goal accomplishments. Consistently developing and sustaining cooperative working relationships

· Contracting – demonstrating knowledge and experience using various types of contracts and procurement procedures

· Financial Management – assisting WS with budget development, administration, and management of project costs and value; developing tools to ensure effective support and monitoring of project costs

· Risk Management – identifying areas of potential risks in schedule, costs, quality and scope; recommending solutions to WS

C.3.2 Design and Planning Services The OCC may choose from any or all of the services listed below for each task order.

C.3.2.1 Preliminary Assessment and Project Initiation 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 WS COR and OCC team.

After leasing requirements are identified, the contractor shall accompany the leasing representative 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 COR 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 COR 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 COR for review, comment and approval. Upon the COR 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 WS 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 Attachment 1. Attachment 1 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 2010. The Contractor shall provide the COR with a CD-ROM or other portable electronic media 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 COR 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 COR 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 COR 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 current and applicable LEED 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/ COR 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 COR 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 COR 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 COR. The Contractor will oversee the completion of all the items on the punch list and report to the COR 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

C.3.6.1 O&M Manuals and “As-Built” drawings The Contractor shall provide to OCC Facilities Management, through the COR, all Operation and Management Binders or Notebooks for each project completed 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 and PDF files.

C.3.6.2 Existing Facility Analyses and Drawings 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.

C.3.6.3 Space and Seating Assignments 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 a month or as needed. 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.

· Real Estate Site/Building feasibility evaluations

· Work letter analysis

· ADA/ UFAS compliance evaluations

· Graphic design

· Facility inventories

· Post-occupancy evaluations

· LEED documentation and submittals for certification

· Cost estimating and analysis

· Design Intent drawings

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 COR 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 consultation

C.3.8 Disaster Recovery The OCC has adopted a multi-faceted disaster recovery plan for its Washington D.C. 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 WS 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 scheduled status meetings at OCC headquarters with WS, IT, and Security personnel. The frequency will be outlined in the individual task order. 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 COR 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 COR) are required to participate in status meetings with OCC representatives. The Contractor shall be prepared to discuss status of existing task orders, pending quotes, contractual issues, and other contract related issues. The COR and the Contractor will agree upon the agenda, expectations and schedule regarding these meetings. These meetings will be held at the OCC Headquarters in Washington, DC.

C.4 CONTRACTOR PERSONNEL

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 COR 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 COR 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 COR 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 All 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.

The following labor categories have been identified as potential 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 have significant experience managing projects of a similar nature. 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). 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, this person shall have a minimum of 10 years of professional experience as well as a minimum of 5 years of experience working on projects of a similar nature.

Project Architect shall have at least an undergraduate degree in Architecture or Interior Design. In addition, this person shall have a minimum of 8 years of professional experience as well as a minimum of 5 years of experience working on projects of a similar nature.

Project Designer shall have at least an undergraduate degree in Architecture or Interior Design. In addition, this person shall have a minimum of 8 years of professional experience as well as a minimum of 5 years of experience working on projects of a similar nature.

Aperture Operator shall have at least an undergraduate degree in Architecture or Interior Design. In addition, this person shall have a minimum of 5 years of professional experience as well as a minimum of 3 years of experience working on projects of a similar nature.

C.4.2.1 Contractor Contract Representative At the time of award and throughout the period of performance of the task order, 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 to organize, moderate, and complete all projects. The system shall provide the Project Director and COR 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 Control Requirements Within 14 calendar days after CONTRACT award, the Contractor shall provide to the COR for acceptance a Quality Control Plan that addresses, at a minimum, the requirements listed in C.3. The COR will notify the Contractor of acceptance or required modifications to the plan.

C.6.2 Quality Control Plan The Contractor shall create a quality control plan 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 COR, 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 procedures contained in the Contractor’s technical proposal and in accordance with best industry practices. The COR will monitor the contractor’s performance to ensure that the contractor is following acceptable quality assurance measures.

1. Availability and Timeliness of Key Personnel

2. Quality, Accuracy, Timeliness, Completeness, Thoroughness of Deliverables

C.7 OFFICE LOCATIONS

The Contractor is required to have a fully operational office within the Washington, D.C. metropolitan area. All key personnel shall be located in the Washington, D.C. metropolitan area office. 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 WEEKLY MEETING

The Contractor shall conduct weekly coordination meetings at OCC headquarters with WS, 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 COR 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 COR) 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 quotes, contractual issues, and other contract related issues. The COR 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.9 SUBCONTRACTING PLAN

Contractor shall provide a subcontracting plan in accordance with FAR 52.219-9. The subcontracting plan must be updated annual in and provided to the Contract Administrator by the 5th day of October each year. The updated plan must include actual subcontracting percentages accrued the previous year.

End of Section C

SECTION D: PACKAGING AND MARKING

D.1 PAYMENT OF POSTAGE AND FEES

All postage and fees related to submitting information, including forms, reports, etc., to the Contracting Officer (CO) or the Contracting Officer’s Representative (COR) shall be paid by the Contractor.

D.2 MARKING

All information submitted to the CO or the COR shall be clearly marked to show the following:

1. Name of the Contractor

2. Contract Number

3. Consignee’s name and address

4. Date of Submission

D.3 REPORT COVER SHEET

Each report submitted by the Contractor shall have a cover sheet containing the following information:

1. Title of report

2. Report number or type

3. Period covered by the report

4. Contract number

5. Name and address of the Contractor

6. Name of the COR

7. Date of Submission

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/these address(es):

http://acquisition.gov/comp/far/index.html

FAR 52.246-6 May 2001 Inspection Time and Material and Labor Hours

End of Section E

SECTION F: DELIVERIES OR PERFORMANCE

F.1 1052.242-8002 (OCC) PERIOD OF PERFORMANCE (SEP 2012)

The base period of performance of this contract is from 10/1/2014 through 09/30/2016.

If exercised, the first option period/year will extend the contract period of performance from 10/1/2016 through 09/30/2018.

If exercised, the second option period/year will extend the contract period of performance from 10/1/2018 through 09/30/2020.

If exercised, the third option period/year will extend the contract period of performance from 10/1/2020 through 09/30/2022.

If exercised, the fourth option period/year will extend the contract period of performance from 10/1/2022 through 09/30/2024.

(End of Clause)

F.2 DELIVERABLES

IDIQ contact level deliverables:

Deliverables shall be specified in the Deliverables and Deliverable Schedule of each individual task order.

F.3 BUSINESS HOURS AND COVERAGE

The OCC core business hours are 8:30 AM to 5:00 PM Eastern Standard Time, Monday through Friday, excluding Federal holidays. At times, performance outside of core business hours may be required.

LEGAL HOLIDAYS

The following legal holidays are observed:

*Holidays that fall on Saturday are observed on Friday and holidays that fall on Sunday are observed on Monday.

F.4 PLACE OF PERFORMANCE

As required, the key personnel for this contract shall attend meetings at OCC HQ facilities. For activities conducted off-site, the key personnel shall be located in contractor space within 50 miles of OCC’s headquarters located at the following address:

Comptroller of the Currency 400 7th Street SW Washington, DC 20219-0001.

The negotiated labor rates shall be inclusive for on-site and off-site work-related activities. Offerors must disclose the street address of all off-site locations at which project staff will work and state their distance from OCC Headquarters.

End of Section F

SECTION G: CONTRACT ADMINISTRATION DATA

G.1 1052.201-8000 (OCC) CONTRACTING OFFICER'S REPRESENTATIVE (COR) DELEGATION AND AUTHORITY (DEC 2013)

(a) 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, as delegated 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) changes any of the terms, conditions, or specification(s)/work statement of the contract;

(2) in any manner causes an increase or decrease in the contract price, or the time required for contract performance;

(3) interferes with the contractor's right to perform under the terms and conditions of the contract; or,

(4) 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 contract administrator.

(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, 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.

(f) 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)

G.2 1052.215-8003 (OCC) KEY PERSONNEL (APRIL 2014)

(a) The Contractor shall assign to this contract the following key personnel:

Project Director

Project Coordinator

Project Manager

Project Architect

Project Designer

Aperture Operator

(b) During the first ninety (90) days of performance, the Contractor shall make no substitutions of key personnel unless the substitution is necessitated by illness, death, or termination of employment. The Contractor shall notify the Contracting Officer within 15 calendar days after the occurrence of any of these events and provide the information required by paragraph (c) below. After the initial 90-day period, the contractor shall submit the information required by paragraph (c) to the Contracting Officer at least 15 days prior to making any permanent substitutions.

(c) The Contractor shall provide a detailed explanation of the circumstances necessitating the proposed substitutions complete résumés for the proposed substitutes, and any in additional information requested by the contracting Officer. Proposed substitutes shall have comparable qualifications to those of the persons being replaced. The Contracting Officer will notify the Contractor within 15 calendar days after receipt of all required information of the decision on substitutions. The contract will be modified to reflect any approved changes of key personnel.

(End of Clause)

G.3 1052.231-8001 (OCC) REIMBURSEMENT OF TRAVEL COSTS (MAR 2014)

(a) Area of Travel. Performance under this contract/task order may require travel by contractor personnel. If travel is required, the contractor is responsible for making all necessary arrangements for its personnel.

(b) Travel Policy. The Government will reimburse the contractor for allowable travel costs incurred by the contractor in performance of the contract in accordance with FAR Subpart 31.205-46. Travel required for tasks assigned under this contract/task order shall be governed in accordance with Federal Travel Regulations.

(c) Travel and Per Diem. Travel and subsistence are authorized for travel whenever a contract/task order requires work to be accomplished at a temporary alternate worksite. No travel or subsistence shall be charged for work performed within a fifty-mile radius of the contractor’s office or for contractor personnel who reside in the metropolitan area in which the tasks are being performed. Travel performed for personal convenience or in conjunction with personal recreation, will not be reimbursed.

1. For travel costs other than described in paragraph (c) above, the contractor shall be paid on the basis of actual amount paid to the extent that such travel is necessary for the performance of services under the contract and is authorized by the Contracting Officer in writing.

2. The contractor shall use the lowest cost mode commensurate with the requirements of the mission as set forth in the basic contract and in accordance with good traffic management principles, including use of taxis versus rental car. The contractor shall use coach, economy class, or similar accommodations to the extent consistent with the successful and economical accomplishment of the mission for which the travel is being performed.

3. Meals and Incidental Expenses (M&IE) shall be paid to the contractor only to the extent overnight stay is required for contract performance. The authorized rate shall be the same as the prevailing M&IE rate of the worksite locality.

4. The contractor’s invoices shall include all non-M&IE receipts or other evidence substantiating actual costs incurred for authorized travel. In no event will such payments exceed the rates of common carriers.

(End of Clause)

G.4 1052.232-8000 (OCC) SUPPLEMENTAL INVOICING REQUIREMENTS (FEB 2014)

(a) The contractor shall ensure all invoices adhere to the requirements as stated in either FAR 52.212-4(g) or FAR 52.232-25(a)(3), whichever is referenced in the award.

(b) The contractor shall ensure the OCC award number (beginning with "TCC") is on the face sheet of all invoices.

(c) The contractor shall include any Prompt Payment Discount terms on the face sheet of all invoices.

(d) The contractor shall submit invoices in a format that replicates the contract line item number(s) (CLIN) and subCLIN structure of the contractual document.

(e) If the contract allows for the submission of partial or periodic invoices, the contractor shall include a “Cumulative Invoiced Amount” column. In this column, the contractor shall enter the total amount that has been billed for each CLIN to date.

(f) The contractor shall submit an electronic invoice to

i. OCC’s Accounts Payable at OMAPVendorInvoice@occ.treas.gov,

ii. The POC or COR (email provided under separate letter), and

iii. The Contract Administrator (email provided under separate letter)

(g) If the contractor does not have the means to submit an electronic invoice, a hardcopy invoice shall be sent to:

Comptroller of the Currency Accounts Payable, MS #5E-6 400 7th Street SW Washington, DC 20219

(h) The OCC may deem any invoice that does not fully comply with the invoicing requirements specified in this clause as an improper invoice and return the invoice to the contractor for correction and resubmission.

G.4.1 BILLING AND INVOICES

Each invoice submission shall include the following:

Invoice Summary Sheet that includes a list of all invoices billed to date for each task order, including:

a. Dates of Service covered in the submitted invoice

b. Current invoice amount

c. Balance

d. Total billed to date

e. Percent billed to date

Labor Hour Summary Sheet that includes a list of all key personnel and the hours expended for each Labor Hour Category for task order, including:

b. Labor Category

c. Hours allocated in the task order

d. Hours billed to date

e. Hours billed in current invoice

f. Total Hours

Documentation for Travel Expenses

a. Receipts for incurred costs (excluding M&IE)

b. Calculation for the per diem invoices

c. The time travel was initiated and completed

d. The calculation (x days * y$ = total)

Documentation for Reimbursable Expenses

e. Receipts for incurred costs

G.5 1052.242-8000 (OCC) EVALUATION OF CONTRACTOR PERFORMANCE (DEC 2010)

1. The OCC will evaluate the contractor’s performance after contract award. If this contract has option periods, interim evaluations will be conducted at the end of each option period and then a final evaluation report will be prepared at the completion of the entire contract. If this contract does not have renewal options, an evaluation will be conducted upon completion of the contract. Notwithstanding the preceding, the Contracting Officer may conduct evaluations more or less frequently, if the Contracting Officer deems appropriate.

B. Evaluations will be conducted using an electronic format as established by Contractor Performance Assessment Reporting System (CPARS), an internet-based database of contractor performance information. The OCC will enter the information, gathered from the evaluation, into the CPARS.

C. If the contractor responds to the evaluation, and the response rebuts any or all of the ratings, the Contracting Officer will attempt to reconcile the areas of disagreement with the contractor. If agreement cannot be reached, the evaluation and response shall be reviewed at a level higher than the Contracting Officer and a final evaluation will be issued by the reviewing official. If the reviewing official finds, either all or in part, against the contractor, the contractor’s response shall become part of the final evaluation. The reviewing official’s final decision shall not be subject to dispute under the terms and conditions of the Disputes clause or subject to resolution in accordance with the terms and conditions of the Alternative Dispute Resolution clause. The reviewing official will provide the contractor with a copy of the final evaluation.

D. Any government agency authorized to access the Past Performance Information Retrieval System (PPIRS) database will be able to view the performance information related to this contract. Any government agency may also receive a copy the contractor’s performance evaluation, and any associated comments, by contacting the OCC. The OCC will also, upon request, provide copies of any and all of the contractor’s evaluations to the contractor.

(End of Clause)

G.6 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)

G.7 ORDERING PROCEDURES

All contract task orders issued hereunder are subject to the terms and conditions of the contract. The contract shall control in the event of conflict with any order. Task orders will be issued in accordance with FAR 16.505.

Optional Form 347, Order for Supplies and Services, shall be issued for each contract task order. In addition, each task order shall clearly state if the work is being award as a FFP or LH task order. If a LH task order is being issued the following information will also be included:

1. Estimated level of effort and type of task order (labor hour or fixed price)

2. Estimated Other direct costs, including travel amount

3. Not-to-exceed ceiling amount

The information contained in a negotiated task order (labor categories, labor hours, applicable rates, ODCs, and not to exceed (NTE) ceiling) shall be the result of a…