CC15HQR0013_Temp_Services.pdf

SEE ADDENDUMIS CHECKED

CODE 18a. PAYMENT WILL BE MADE BY

CODE

FACILITYCODE

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER

OFFEROR

OCC

Washington DC 20219

400 7TH STREET SW

Acquisitions Management Comptroller of the Currency

CODE 16. ADMINISTERED BYCODE

X

X

561320

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED OROCC

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

SMALL BUSINESS

08/25/2015 1500 ET

07/28/2015

RODNEY MCNEIL

(No collect calls)

INFORMATION CALL:

FOR SOLICITATION 8. OFFER DUE DATE/LOCAL TIMEb. TELEPHONE NUMBER a. NAME

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

CC15HQR0013

5. SOLICITATION NUMBER

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS 1. REQUISITION NUMBER PAGE OF

1 44 OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

TELEPHONE NO.

17a. CONTRACTOR/

15. DELIVER TO

Washington DC 20219

400 7TH STREET SW

Acquisitions Management

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$27.5

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW

ISSUE DATE

DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

11.

SEE SCHEDULE

12. DISCOUNT TERMS

THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13a.

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

8(A)

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

Comptroller of the Currency

EDWOSB

X

NAICS:

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

The Office of the Comptroller of the Currency (OCC) requires nationwide temporary support services to fill various administrative positions as needs arise.

Offerors must include name, complete address, email address, and DUNS number with their completed response.

Please view the attached pages of this solicitation.

(Use Reverse and/or Attach Additional Sheets as Necessary)

HEREIN, IS ACCEPTED AS TO ITEMS:

X

XX

DATED

DARRYLE BROWN

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

ARE

31c. DATE SIGNED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (Type or print)

ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

26. TOTAL AWARD AMOUNT (For Govt. Use Only)

OFFER

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

30b. NAME AND TITLE OF SIGNER (Type or print)

30a. SIGNATURE OF OFFEROR/CONTRACTOR

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

25. ACCOUNTING AND APPROPRIATION DATA

29. AWARD OF CONTRACT:

REF.

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32c. DATE 32b. SIGNATURE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

40. PAID BY39. S/R VOUCHER NUMBER38. S/R ACCOUNT NUMBER

37. CHECK NUMBER

FINALPARTIAL

36. PAYMENT

FINALPARTIAL

35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER33. SHIP NUMBER

COMPLETE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

42d. TOTAL CONTAINERS42c. DATE REC'D (YY/MM/DD)

42b. RECEIVED AT (Location)

42a. RECEIVED BY (Print)

41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

STANDARD FORM 1449 (REV. 2/2012) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

44 2 of

Contract #

B.1 LINE ITEM DESCRIPTION

In accordance with this contract, the contractor shall provide all management, personnel, materials, labor, equipment and facilities, except as specified herein to be furnished by the Government, and shall do all that which is necessary to satisfy the requirements listed in Part II- Performance Work Statement.

B.2 PRICING

The fully burdened price applies to all direct labor hours, which includes labor performed by all personnel actually engaged in the direct performance of work required under this contract.

All prices must be fully loaded, including but not limited to, items such as overhead, local travel, etc.

Task orders will be issued on a firm fixed price basis utilizing the hourly rate provided below.

Contract Line Item Number Description Hourly Rate

Base Period: January 1, 2016 – December 31, 2016 CLIN 0001 Executive Secretarial Support Services $ CLIN 0002 Administrative Support Services $ CLIN 0003 Data Entry Support $ CLIN 0004 Legal Clerk $ CLIN 0005 File Clerk $ CLIN 0006 Receptionist $ CLIN 0007 Mail Clerk $ CLIN 0008 Paralegal Support $ CLIN 0009 Editor/Technical Writer $

Option Year 1: January 1, 2017- December 31, 2017 CLIN 1001 Executive Secretarial Support Services $ CLIN 1002 Administrative Support Services $ CLIN 1003 Data Entry Support $ CLIN 1004 Legal Clerk $ CLIN 1005 File Clerk $ CLIN 1006 Receptionist $ CLIN 1007 Mail Clerk $ CLIN 1008 Paralegal Support $ CLIN 1009 Editor/Technical Writer $

Option Year 2: January 1, 2018- December 31, 2018 CLIN 2001 Executive Secretarial Support Services $

PART I: Section B - Services and Prices

CLIN 2002 Administrative Support Services $ CLIN 2003 Data Entry Support $ CLIN 2004 Legal Clerk $ CLIN 2005 File Clerk $ CLIN 2006 Receptionist $ CLIN 2007 Mail Clerk $ CLIN 2008 Paralegal Support $ CLIN 2009 Editor/Technical Writer $

Option Year 3: January 1, 2019- December 31, 2019 CLIN 3001 Executive Secretarial Support Services $ CLIN 3002 Administrative Support Services $ CLIN 3003 Data Entry Support $ CLIN 3004 Legal Clerk $ CLIN 3005 File Clerk $ CLIN 3006 Receptionist $ CLIN 3007 Mail Clerk $ CLIN 3008 Paralegal Support $ CLIN 3009 Editor/Technical Writer $

Option Year 4: January 1, 2020- December 31, 2020 CLIN 4001 Executive Secretarial Support Services $ CLIN 4002 Administrative Support Services $ CLIN 4003 Data Entry Support $ CLIN 4004 Legal Clerk $ CLIN 4005 File Clerk $ CLIN 4006 Receptionist $ CLIN 4007 Mail Clerk $ CLIN 4008 Paralegal Support $ CLIN 4009 Editor/Technical Writer $

B.3 Travel

The cost of local travel, meal, and/or incidental expenses cost will not be reimbursed for Contractor performance in any task order. The Government will reimburse the Contractor for non-local travel in accordance with the Federal Travel Regulation (FTR) for travel that consists of a one day trip to and from location to have fingerprints and other security forms completed. The travel cost will be reimbursed at cost. Contractor shall provide receipts for all travel expenses. No reimbursement for other direct costs.

Yearly Estimated Reimbursable Costs $7,500.00

TOTAL CONTRACT CEILING $2,500,000.00

C.1 BACKGROUND

The OCC is a non-appropriated federal financial regulatory agency with approximately 4,000 permanent employees in 100 cities nationwide. OCC employees are located in offices throughout the contiguous United States with the majority of employees located in Washington, DC. The OCC also has five employees located in London, England.

The OCC has offices in approximately 74 locations throughout the United States. The OCC's nationwide staff of examiners conducts on-site reviews of national banks and provides sustained supervision of bank operations. The agency issues rules, legal interpretations, and corporate decisions concerning banking, bank investments, bank community development activities, and other aspects of bank operations.

C.2 SCOPE

The OCC has a need for temporary support services to fill varying short-term positions as needs arise. The short-term needs may originate from a temporary absence of an employee due to an emergency, accident, illness, parental or family responsibilities or mandatory jury service.

This contract may also be used to fulfil temporary critical needs that cannot be delayed.

Temporary services task orders are not to exceed an initial 120 workdays per individual, per OCC major organizational element in a 24 month period. An exception may be made in the event the OCC determines using the same individual for the same situation will prevent a significant delay. In the case of an exception, the temporary services task order may be extended to the maximum limit of 240 workdays.

The contractor shall provide all labor, management, and supervision required to provide the specified temporary services listed in Section 1.1, Pricing, to the OCC on a nationwide basis.

C.3 PERFORMANCE OBJECTIVES

The OCC requires timely, quality, uninterrupted non-personal services that meet the following objectives.

PART I: Section C – Performance Work Statement

C.4 OBJECTIVE 1 – TIMELINESS

Each request for quote for temporary services under this IDIQ contract is time sensitive. The contractor shall ensure the following tasks are completed within the time frames specified below.

Task Order Request for Quotes and Resumes – Each task order solicitation requires an immediate response. The contractor shall provide at least two (2) resumes, but no more than three (3), within two (2) business days of a request for quotes.

Personal Identity Verification (PIV) – Within five (5) business hours of receipt of a signed task order for services, the contractor shall provide PIV information of the personnel requested in the task order to the COR. PIV information shall include the requested personnel’s first name, middle name, last name, email address, phone number, and a statement that identifies whether or not the personnel has ever been employed by any bureau of the Department of the Treasury.

Verify Personal Identification Information (PII) and complete Non-Disclosure Agreement (NDA) – After the OCC receives PIV information, the requested personnel will receive an email from OCC Security Processing with further instructions. The contractor shall ensure requested personnel access the email from OCC Security Processing, verify PII information, and submit an electronically signed NDA to the OCC by 11:59pm EST of the same day the email is received.

PIV Appointment – Upon completion of PII verification, the OCC will send the requested personnel an approval email. The contractor shall ensure requested personnel schedule and attend a PIV appointment within two (2) business days of receipt of the approval email.

eQIP Completion – Upon completion of PII verification, the OCC will send the requested personnel an approval email. The contractor shall ensure requested personnel complete eQIP within two (2) business days of receipt of the email. A complete eQIP includes the submission of signed forms to OCC Security.

IT Security Awareness Training – The contractor shall ensure personnel access and participate in IT Security Awareness Training with two (2) business days of receipt of email instruction.

C.5 OBJECTIVE 2 - QUALITY

The Government shall not exercise any supervision or control over the contractor’s personnel service providers performing the services herein. Such contract service providers shall be accountable solely to the Contractor who, in turn, is responsible to the Government.

The contractor shall ensure each of its provided temporary services personnel meet the following criteria:

• Ability to pass and maintain security clearance

• Ability to pass a credit check (minimum credit score of 550)

• Be a United States Citizen or lawful Permanent Resident Alien (green card) with at least three years of US residency from the date of legal entry in the US

• Have a high school diploma or equivalent

• Operate facsimile, photocopy, and other office equipment

• Use a computer and learn OCC designated software for electronic mail, word processing, spreadsheet preparation and inventory file tracking

• Work well in a team environment, read and follow instructions explicitly, and prioritize work

• Have good oral and written communication skills

• Pay attention to detail

• Be literate, well-groomed, and courteous

• Be alcohol and drug free

• Have the ability to lift at least 50 pounds

• Be capable of interacting effectively with external customers and OCC staff at every level

The contractor shall not employ persons for work on 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.

The contractor shall provide personnel who can perform the following activities for each respective labor category.

Labor Categories Duties and Responsibilities

Executive Secretarial Support Services includes, but is not limited to, the duties listed below.

• Prepare correspondence, reports, and materials

• Schedule travel arrangements

• Maintain Office and Managers’ calendars

• Meet and greet customers and visitors

• Setup and coordinate meetings and conferences

• Answer telephones and handle in appropriate manner with proper protocol

• Perform advanced clerical duties which include photocopying, faxing, mailing and filing

• Sign for UPS/Fed Ex/Overnight packages

• Distribute mail

• Maintain Mail log system

• Coordinate project-based work

• Knowledge of Microsoft Office

• Computer literate with the ability to learn new software applications.

• Professional verbal and written communication skills and the ability to type 60 wpm

• Maintain attention to detail, excellent organizational skills

• Maintain discretion with confidential information

Administrative Support Services includes, but is not limited to, the duties listed below.

(This position includes receptionists, file clerk, secretary, or administrative assistant)

• Answer telephone calls, including taking accurate messages and referring question from bankers who have general inquiries for division staff.

• Copy, distribute, and file documents.

• Arrange meetings for staff members, including dealing courteously and effectively with senior agency managers and their staff, senior managers of other government agencies and their staff, and out-side individuals.

• Arrange conference rooms and equipment for meetings.

• Create and edit documents using Microsoft Office and HTML;

• Create and edit spreadsheets using Excel;

• Scan documents and file on OCC's electronic library;

• Create and edit presentations using PowerPoint software;

Data Entry Support includes, but is not limited to, the duties listed below.

• Work from various standardized source documents, which have been coded and require little or no selecting, coding or interpreting of data to be entered.

Legal Clerk includes, but is not limited to, the duties listed below.

• Consult prescribed sources of information for facts relating to matters of interest to the program.

• Review documents to extract selected data and information relating to specific items;

• Review and summarize information in prescribed format on case precedent and decisions.

• Search and extract legal referenced in libraries and computer data banks.

• Attend hearings or court appearances to become informed on administrative and/or court procedures and the status of cases, and where necessary, assists in the presentation of charts and other visual information.

File Clerk includes, but is not limited to, the duties listed below.

• File correspondence, cards, invoices, receipts, and other records in alphabetical or numerical order or according to the filing system used.

• Locate and remove material from files as requested.

• Create new files as necessary

• Answer questions related to records and files

• Eliminate outdated or unnecessary materials, destroying them or transferring them to inactive storage facilities

• Assign and record or stamp identification numbers or codes in order to index materials for filing

• Keep record of materials filed or removed, using logbooks or related software

• Track materials removed from files in order to ensure that borrowed files are returned

• Scan or read incoming materials in order to determine how and where they should be filed

• Answers phones

Receptionist includes, but is not limited to, the duties listed below.

• Attend to visitors and deal with inquiries on the phone and face to face. Supply information regarding the organization to the general public, clients, and customers.

• Answer telephone, screen and direct calls

• Take and relay messages

• Provide information to callers

• Greet persons entering organization

• Direct persons to correct destination

• Deal with queries from the public and customers

• Ensures knowledge of staff movements in and out of organization

• General administrative and clerical support

• Prepare letters and documents

• Receive and sort mail and deliveries

• Tidy and maintain the reception area

Mail Clerk includes, but is not limited to, the duties listed below.

• Code and file documents.

• Opens mail, run mail through metering machines and calculate and post charges to accounts.

• Deliver mail to OCC employees in specific building(s)

Paralegal Support includes, but is not limited to, the duties listed below.

• Review case materials to become familiar with questions under consideration

• Search for and summarize relevant articles in trade magazines, law reviews, published studies, financial reports, and similar materials for use of attorneys in the preparation of opinions, briefs, and other legal documents.

Editor/Technical Writer includes, but is not limited to, the duties listed below.

• Writing and editing documents to include proofreading and grammar skills

• Formatting documents and procedures for technical projects and business processes

• Working with SMEs to gather information and write documents

• Tracking information in Excel, SharePoint, or other systems

• Generating reports from Excel, SharePoint, or other systems and analyzing data

• Preparing dashboards and performance metrics

• Administer technical documents on SharePoint site

• Maintain and track action item and risk logs

• Document meeting minutes, agendas and action items

Additionally, an Editor/Technical Writer with may be requested for the purpose of supporting the OCC’s information technology (IT) business unit. An IT Editor/Technical Writers shall meet the following standards.

• Qualified candidate will be given publication project goals, and will be required to work independently to create, track and report on plans to complete multiple documents within the project in timely fashion. Candidate must be able to perform high-level publications project planning tasks, rather than being assigned a single document to work on at a time. Candidate will be provided criteria on the types of documents desired and will work with SMEs to determine which documents are applicable to that organizational unit's role. Publications project management or business analyst experience helpful.

• Ability to understand various subject matters including information technology and project management.

• Ability to author documents or rewrite documents/publications so that they conform to the Plain Language Act: http://www.opm.gov/information-management/plain-language/

• Strong working knowledge or experience with Excel, PowerPoint, and Visio.

Experience with MS Project is desirable, but not required.

• Experience setting schedules, tracking deliverables and reporting progress.

• Skilled in SharePoint, experience creating and managing sites and lists, and using

SharePoint features to manage documents.

C.6 OBJECTIVE 3 – UNINTERRUPTED NON-PERSONAL SERVICES

The contractor shall ensure personnel begin performance on each task order on schedule and on time. The work hours for each task order will be specified in each task order. Any changes to the personnel’s schedule shall be coordinated through the contractor, and will require a bilateral task order modification. Once a task order is awarded, the contractor is expected to provide coverage every day the OCC is open for business, unless otherwise specified in the task order.

Outside of FAR 52.212-4, delays and/or absences of personnel are inexcusable. The contractor shall provide email notification of the delay or absence to the COR by 10am EST of the day of the absence.

In the event of expected attrition, the contractor shall submit email notification to the COR thirty

(30) days prior to the potential loss of personnel, along with two (2) resumes of the potential replacements for assignments that last longer than 30 days.

C.7 PERFORMANCE REQUIREMENTS SUMMARY (PRS)

The contractor service requirements are summarized into performance objectives that relate directly to mission essential items. The performance threshold briefly describes the minimum acceptable levels of service required for each requirement. These thresholds are critical to mission success.

http://www.opm.gov/information-management/plain-language/ http://www.opm.gov/information-management/plain-language/

Performance

Objective Standard Acceptable

Quality Level

Monitoring Method

Incentives/(I) Disincentives

(DI)

PRS # 1

On Time Performance

The contractor shall ensure all personnel begin work on time, daily, and in accordance with the task order.

100% COR

Inspection and Verification

Personnel Labor Rate x the number of Business Hours Without Resource

PRS # 2

Daily Attendance

The contractor shall ensure the attendance and performance of personnel, daily, and in accordance with the task order.

100% COR

Inspection and Verification

Personnel Labor Rate x number of Business Hours Without Resource

PRS # 3

Management of Personnel

The contractor shall ensure personnel perform services for at least 80% of the task order.

80% COR

Inspection and Verification

$500 Disincentive

C.8 DELIVERABLES

The contractor shall provide a monthly report to the COR that details the name, task order number, and total number of workdays each temporary support services personnel has performed under the subject IDIQ contract.

The contractor shall also provide a monthly absence and delays report, which identifies each temporary services personnel and dates in which they were absent or delayed in performing services.

C.9 CONSTRAINTS

1. An individual employee of a support company may work at any office of the OCC for up to 120 workdays in a 24-month period. If an exception is made, the task order may be extended up to a maximum of 240 workdays in a 24-month period. The 24-month period begins on the first day of assignment.

2. Hours of Operation: The contractor is responsible for conducting business, between the hours specified in the task order Monday thru Friday except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings. The contractor will not be reimbursed when the government facility is closed for the above reasons. The Contractor must at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential.

3. OFFICE OF PERSONNEL MANAGEMENT (OPM) REGULATIONS ON THE USE

OF PRIVATE SECTOR TEMPORARIES

Conditions for use:

An agency may use private sector temporary help when one of the following short-term situations exists:

1) An employee is absent for a temporary period because of a personal need including emergency, accident, illness, parental or family responsibilities or mandatory jury service.

2) An agency must carry out work for a temporary period that cannot be delayed in the judgment of the agency because of a critical need.

These services shall not be used:

1) In lieu of the regular recruitment and hiring procedures under the civil service laws for permanent appointment in the competitive civil service.

2) To displace a Federal employee.

3) To circumvent controls on employment levels.

4) In lieu of appointing a surplus or displaced Federal employee as required by 5 CFR part 330, subpart F (Agency Career Transition Assistance Plan for Displaced Employees)

TIME LIMITATIONS:

An agency may use a temporary help service firm(s) in a single situation, as defined in 5 CFR part 300.504, initially for no more than 120 workdays. Provided the situation continues to exist beyond the initial 120 workdays, the agency may extend its use of temporary help services up to the maximum limit of 240 workdays. An individual employee of any temporary help firm may work up to a maximum of 240 workdays only when the agency has determined that using the services of the same individual for the same situation will prevent significant delay.

Facility Closure: Federal agencies should not pay temporary employees for services not rendered. Example of this would be if the Federal Facility which the temporary employee is scheduled is closed, i.e. bad weather, executive leave granted, etc.

See 5 CFR part 300, and the May 2, 1996 Federal Register for complete compliance requirements. Web site for Code of Federal Regulations:

<http://www.access.gpo.gov/nara/cfr/cfr-table-search.html> (end)

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

PART I: Section D – Packaging and Marking http://www.access.gpo.gov/nara/cfr/cfr-table-search.html http://www.access.gpo.gov/nara/cfr/cfr-table-search.html

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

E.1 QUALITY ASSURANCE

The government will evaluate the contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan. This plan is primarily focused on what the Government must do to ensure that the contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

E.2 ACCEPTANCE CRITERIA

The Contracting Officer’s Representative (COR) will review all draft and final deliverables to ensure accuracy, functionality, completeness, professional quality, and overall compliance with the guidelines/ requirements. The contractor shall ensure the accuracy and completeness of all deliverables. Errors, misleading or unclear statements, incomplete or irrelevant information, and/or excessive rhetoric, repetition, and/or “padding”, shall be considered deficiencies and shall be subject to correction by the contractor, at no additional cost to the Government. Unless otherwise indicated, the Government will require ten business days to review and comment on

PART I: Section E – Inspection and Acceptance deliverables. If the deliverable does not meet the noted criteria, the Government will return it for correction.

E.3 REJECTION PROCEDURES

If the COR rejects any deliverable, that rejected document will be handled in the following manner:

After notification that the deliverable did not meet the acceptance criteria, the contractor shall re-submit an updated/corrected version within five business days after receipt of Government comments.

Upon re-submission by the Contractor, the Government will reapply the same acceptance criteria.

If the deliverable does not meet the acceptance criteria a second time, the Government may consider the Contractor as having deficient performance with respect to the deliverable.

F.1 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 address: http://www.acquisition.gov/far/.

(End of Clause)

FAR

Clause

Title Date

52.242-15 Stop-Work Order Aug 1989

F.2 1052.242-8002 (OCC) PERIOD OF PERFORMANCE (SEP 2012)

The base period of performance of this contract is from 01/01/2016 through 12/31/2016.

If exercised, the first option period/year will extend the contract period of performance from 01/01/2017 through 12/31/2017.

If exercised, the second option period/year will extend the contract period of performance from 01/01/2018 through 12/31/2018.

If exercised, the third option period/year will extend the contract period of performance from 01/01/2019 through 12/31/2019.

PART I: Section F – Deliveries or Performance http://www.acquisition.gov/far/

If exercised, the fourth option period/year will extend the contract period of performance from 01/01/2020 through 12/31/2020.

F.3 LEGAL HOLIDAYS

The following legal holidays are observed:

New Year’s Day* January 1 Martin L. King’s Birthday Third Monday in January President’s Day Third Monday in February Memorial Day Last Monday in May Independence Day* July 4 Labor Day First Monday in September Columbus Day Second Monday in October Veteran’s Day* November 11 Thanksgiving Day Fourth Thursday in November Christmas Day* December 25

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

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;

PART I: Section G – Contract Administration Data

(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".

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

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

(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.

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.

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 #5W-3 400 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.5 1052.242-8000 (OCC) EVALUATION OF CONTRACTOR PERFORMANCE (DEC 2010)

A. 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.

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.

H.1 MINIMUM AND MAXIMUM REQUIREMENTS

This is an indefinite delivery/indefinite quantity (IDIQ) contract. The contract requires the Government to order and the Contractor to furnish at least a stated minimum quantity of services.

In addition, if ordered, the Contractor must furnish any additional quantities, not to exceed the stated maximum.

The following are the guaranteed minimum and estimated maximum quantities under this contract for the entire period of performance. The OCC reserves the right to adjust these limits based on past requirements and future projections:

Guaranteed Stated Maximum CLINs Minimum Value

PART I: Section H – Special Contract Requirements

0001- 4009 $5,000.00

$2,500,000.00

H.2 TASK ORDER AWARD PROCEDURE

As prescribed in the Federal Acquisition Regulation Subpart 16.505(b), the Contracting Officer must provide each awardee a fair opportunity to be considered for each order exceeding $3,000 issued under multiple task-order contracts.

After contract award and upon receipt of a specific task request, the OCC will issue a request for quote. The request for quote will identify the requirements for the specific task.

The Contractors who submit a task quote shall provide resumes and one firm fixed price in the quote.

The firm fixed price shall be the total price for which the Contractor proposes to perform the task. The Contractor must include a written breakdown of the firm fixed price to an hourly price for services with the price quote.

The OCC will award task orders based on best value determination:

• The OCC will evaluate the resume of the proposed individual

• The OCC will evaluate the pricing of quotes

Task orders will be awarded on a best value basis, where the resume is more important than price.

H.3 GOVERNMENT FURNISHED INFORMATION

The OCC will provide all information required to perform the requisite task.

H.4 GOVERNMENT FURNISHED PROPERTY

The OCC will provide sufficient office space, computers, access to the local network for email and office supplies, furniture, access to telephone lines, printers, fax machines, copiers and other similar type facilities for personnel while working on-site. Long distance telephone access shall be limited to OCC business use only.

H.5 OCC/CONTRACTOR RELATIONSHIP

The OCC and Contractor understand and agree that the services to be provided under this contract by the Contractor to the OCC are non-personal services. The parties recognize that no employer/employee relationship exists or will exist under this contract. Upon receipt of a written task order, the Contractor, contracts with the OCC to provide the specified services described herein and is accountable to the OCC ONLY for providing such services, materials, or work ordered. For the purpose of this contract, the Contractor’s employees shall not be subject to the supervision of a Federal office or employee while engaged in the performance of its duties.

H.6 1052.216-8002 (OCC) FAIR OPPORTUNITY PROCEDURES (NOV 2009)

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

(a) When giving contractors a fair opportunity the Government may consider technical approach, past performance, management approach, personnel experience, and cost/price factors.

However, the Government might not consider all of those factors together.

(b) The Government’s objective is to keep task order selection procedures simple and inexpensive for all parties to the contract. Thus, as a general rule, the Government will consider contractors based on (1) information already in its files, (2) price quotations, and (3) past performance under prior orders. In accordance with FAR 16.505(b)(1)(ii), the competition requirements in FAR part 6 and the policies in FAR subpart 15.3 do not apply to the ordering process. However, the Government reserves the right to use more formal procedures when it considers them to be necessary.

(c) After it selects a contractor for a task order, the Contracting Officer may discuss the details of task plans and procedures and negotiate prices with the contractor before issuing the task order.

If the Contracting Officer is not satisfied with the progress or outcome of those discussions or negotiations, the Contracting Officer may reconsider the task order selection decision and select a different contractor.

H.7 1052.245-8002 (OCC) SEPARATION NOTIFICATION (JAN 2014)

(a) It is anticipated that during the performance of this contract, the contractor will replace key and non-key personnel who have access to OCC’s network information resources or facilities. The contractor shall provide the COR advance notification (at least two weeks before the departure date) of departing contractor employees, subcontractor employees or agents. When advance notification is provided, the COR shall immediately access the Personnel and Administration Security System (PASS) https://pass/occ.treas.gov/suite/apps and initiate an Off- Boarding Request. The departing contractor employee, subcontractor employee, or agent shall follow the instructions provided in the email from PASS and complete the list of off-boarding activities as identified in the Contractor’s Off-Boarding Tasks, Attachment 2 of this contract.

(b) If the contractor employee, subcontractor employee, or agent departs with less then two weeks notification, the contractor employee, subcontractor employee, or agent shall initiate their own off-boarding request in PASS to begin the off-boarding process, thereby notifying the COR of a pending departure.

(c) If a contractor employee, subcontractor employee, or agent is fired or leaves the employment of the contractor without advance notification, the contractor’s project manager (or https://pass/occ.treas.gov/suite/apps other Key Personnel) shall advise the COR within 24 hours of the departure so that the COR can initiate the Off-Boarding Request. The contractor shall ensure that all Government property and information is obtained from the departing employee, subcontractor employee, or agent and returned to the OCC in accordance with the terms of the contract.

(d) It is the policy of OCC that all separating contractor employees complete the list of off-boarding activities as identified in the attachment in paragraph (a). A copy of each of the completed forms for departing contractor employees, subcontractor employees, or agents shall be provided to the COR. Contractors shall ensure that no government property, correspondence, or records, including classified or confidential material, are removed from the

OCC.

- End of Clause –

H.8 1052.245.8001 (OCC) INFORMATION TECHNOLOGY SECURITY AWARENESS

TRAINING (JAN 2014)

(a) As used in this clause—“Network (or Logical) Access” means network access to the

Office of the Comptroller of the Currency’s (Government) information resources regardless of location, and “contractor personnel” includes advisors, consultants, or agents to the contractor, subcontractors or their personnel, or any other persons under the auspices of the contractor.

(b) The Contractor understands that work to be performed under this contract may require network (logical) access to the Government’s information resources. Contractor personnel must complete initial training on their information technology (IT) security responsibilities and the Government’s established system rules of behavior to receive network access to the Government information resources. Contractor personnel requiring network access to the Government’s information resources must also complete security awareness training annually for the duration of this contract.

(c) The contractor is responsible for its personnel who require access to the Government’s information resources. The contractor shall provide a list of names to the Contracting Officer’s Representative (COR) after award to initiate the background investigation process and identify contractor personnel who require information security awareness training. The contractor shall update this list during contract performance to add or remove contractor personnel to or from the contract.

(d) Contractor personnel shall complete the IT Security Awareness Training located on the the Personnel and Administration Security System (PASS) https://pass.occ.treas.gov/suite/apps before receiving network access to the Government’s information resources. The contractor personnel must sign and date the certificate at the end of the training with their legal names, and provide electronic copies of the certificate to the Security and Compliance Services (SCS) at least two weeks prior to the need date for network access. The contractor shall contact the COR in writing to ensure timely processing of request(s) or for situations when immediate access is required due to circumstances beyond the contractor’s control.

(e) Contractor personnel shall complete the training annually according to the schedule provided by the Government each year. Failure to complete the training according to the Government schedule will result in those contractor personnel having their access to the https://pass.occ.treas.gov/suite/apps

Government’s network, IT systems, and electronic equipment revoked, until completed and reinstated.

(f) Contractor personnel will be granted access to the Treasury Learning Management System (TLMS) to complete annual IT Security Awareness refresher training. The COR will provide instructions for completing the annual refresher training in TLMS. The contractor shall ensure all contractor personnel comply with the requirements of this clause.

- End of Clause -

H.9 1052.245-8004, GENERAL REQUIREMENTS FOR BACKGROUND INVESTIGATIONS

(JAN 2014)

All contractor personnel assigned to this contract who would have access to OCC facilities or systems, shall submit to a background investigation before beginning work under this contract

The number and type of investigations will depend on factors including, but not limited to, the length of time the…