D.1 M00264-26-Q-0154 Navy-Marine Corps Correspondence and Written Communications Soliciation - Final.pdf

WOMEN-OWNED SMALL

BUSINESS (WOSB)

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES

1. REQUISITION NUMBER PAGE 1 OF

2. CONTRACT NUMBER 3. AWARD/EFFECTIVE

DATE

4. ORDER NUMBER 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE

DATE

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME b. TELEPHONE NUMBER (No collect calls)

8. OFFER DUE DATE/

LOCAL TIME

9. ISSUED BY

13b. RATING

14. METHOD OF SOLICITATION

CODE

15. DELIVER TO 16. ADMINISTERED BY CODE

18a. PAYMENT WILL BE MADE BY CODE17a. CONTRACTOR/

OFFEROR

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FACILITY

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TELEPHONE NUMBER

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

OFFER

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

BELOW IS CHECKED

REQUEST

FOR QUOTE

(RFQ)

INVITATION

FOR BID

(IFB)

REQUEST

FOR

PROPOSAL

(RFP)

SEE ADDENDUM

19.

ITEM NUMBER

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

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

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Government Use Only)

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH

AND DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND

ON ANY ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS

SPECIFIED

29. AWARD OF CONTRACT: REFERENCE OFFER

DATED . . YOUR OFFER ON SOLICITATION

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR

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

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

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AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 11/2021)

Prescribed by GSA - FAR (48 CFR) 53.212

10. THIS ACQUISITION IS UNRESTRICTED OR

NORTH AMERICAN

INDUSTRY CLASSIFICATION

STANDARD (NAICS):

SIZE STANDARD:

13a. THIS CONTRACT IS A

RATED ORDER UNDER

THE DEFENSE PRIORITIES

AND ALLOCATIONS

SYSTEM - DPAS (15 CFR 700)

SET ASIDE: % FOR:

11. DELIVERY FOR FREE ON

BOARD (FOB) DESTINATION

UNLESS BLOCK IS MARKED

SEE SCHEDULE

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ARE ARE NOT ATTACHED

ARE ARE NOT ATTACHED

27a. SOLICITATION INCORPORATES BY REFERENCE (FEDERAL ACQUISITION REGULATION) FAR 52.212-1, 52.212-4. FAR 52.212-3

AND 52.212-5 ARE ATTACHED. ADDENDA

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

8(A)

ECONOMICALLY

DISADVANTAGED

WOMEN-OWNED SMALL

BUSINESS (EDWOSB)

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

(SDVOSB)

HUBZONE SMALL

BUSINESS

SMALL BUSINESS

NOTE: OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, AND 30.

Solicitation/Contract Form Continuation

Navy-Marine Corps Correspondence and Written Communications Training Services

Product Service Code: U008

Product Service Code: U008

Product Service Code: U008

Product Service Code: U008

Product Service Code: U008

Product Service Code: U008

M0026426Q0154

Continuation of Supplies or Services and Prices/Costs

Additional Information/Notes

Item Supplies/Service Quantity Unit Unit Price Amount

Naval Correspondence Training (Pentagon); The training date shall be determined after date of award.

The period of performance shall be for twelve (12) months after date of award.

Pricing Arrangement: Firm Fixed Price

1 Each

Naval Correspondence Training (MCB Man Hall, Quantico); The training date shall be determined after date of award.

The period of performance shall be for twelve (12) months after date of award.

Pricing Arrangement: Firm Fixed Price

1 Each

Naval Correspondence Training (Pentagon); The training date shall be determined after date of award.

The period of performance shall be for twelve (12) months after date of award.

Pricing Arrangement: Firm Fixed Price

1 Each

Naval Correspondence Training (MCB Mann Hall, Quantico); The training date shall be determined after date of award.

The period of performance shall be for twelve (12) months after date of award.

Pricing Arrangement: Firm Fixed Price

1 Each

Naval Correspondence Training (Pentagon); The training date shall be determined after date of award.

The period of performance shall be for twelve (12) months after date of award.

Pricing Arrangement: Firm Fixed Price

1 Each

Naval Correspondence Training (MCB Mann Hall, Quantico); The training date shall be determined after date of award.

The period of performance shall be for twelve (12) months after date of award.

Pricing Arrangement: Firm Fixed Price

1 Each

Continuation of Description

PERFORMANCE WORK STATEMENT (PWS)

Navy - Marine Corps Correspondence Training in Support of Human Resources and Organizational Management (HROM) Branch

1.0 Background

The Human Resources and Organizational Management Branch (ARH), Headquarters U.S. Marine Corps (HQMC), requires a qualified Contractor to deliver comprehensive, professional training on Navy - Marine Corps Correspondence. This training is designed for federal civilian employees working within the Marine Corps National Capital Region (MCNCR), Arlington, VA, and Marine Corps Base (MCB) Quantico, VA. The objective of this training is to establish and maintain uniform standards for the preparation, management, and routing of official written correspondence within the Department of the Navy (DON) and the U.S.

Marine Corps (USMC).

2.0 Scope of Work

The Contractor shall provide all personnel, instructional labor, training materials, management, and administrative support necessary to deliver high-quality, group-format educational seminars on Naval Correspondence.

All training services delivered under this contract shall be strictly educational. The Contractor is explicitly prohibited from:

Providing individual consulting, strategic planning, or personalized organizational advising to any participant.

Providing personal financial or retirement advisement of any kind.

Advertising, marketing, or promoting proprietary training, consulting services, or follow-on commercial offerings during or after the training sessions.

3.0 Task & Technical Requirements

The Contractor shall deliver a structured instructional program aligned with adult learning principles. The curriculum must ensure participants achieve operational proficiency in federal and defense writing standards.

3.1 Core Instructional Areas

The curriculum must address, at a minimum, the following subject-matter areas:

Navy Correspondence Manual (NCM) Compliance: Comprehensive instruction on style conventions, formatting standards, and routing procedures, highlighting differences between military and civilian styles.

Reader-Centric Writing: Instruction in plain language principles, audience analysis, and the Seven Traits of Effective Writing (clarity, conciseness, cohesion, organization, tone, accuracy, and correct grammar).

The Four-Step Writing Process: Application of planning, drafting, revising, and editing to draft military documents efficiently.

Digital Communication Standards: Writing professional, clear emails including correct military formatting, subject lines, punctuation, and capitalization.

Military Conventions & Security Regulations: Correct usage of military date-time groups, abbreviations, acronyms, and operational terminology. This includes instructions on safeguarding personally identifiable information (PII) and Controlled Unclassified Information (CUI).

Standard Document Types: Structural rules and drafting exercises for:

Standard Memos and Point Papers Marine Administrative Messages (MARADMINS) Letters of Instruction (LOI) Business Letters and Endorsements

Proofreading & Editing Protocols: Practical exercises in proofreading, quality checks, and formatting verification.

3.2 Instructional Methodology

To maximize retention and accommodate diverse adult learning styles, the Contractor shall incorporate:

Interactive group and individual writing exercises.

Defense-specific case studies and self-assessments.

Facilitated discussions, guided lectures, and digital presentations.

4.0 Performance Standards and Quality Assurance

The Government will evaluate the Contractor's performance using the following Quality Assurance (QA) metrics:

Instructional Quality Threshold: The Contractor shall maintain a minimum average rating of 4.0 out of 5.0 (or 80% satisfaction rate) on post-course evaluations. The evaluation forms will be administered digitally or in print by the HQMC Training Officer at the end of each session.

Course Materials Accuracy: 100% of the student handouts and presentations must align with the most current edition of the Department of the Navy Correspondence Manual (SECNAV M-5216.5 series) and the Marine Corps Supplemental Correspondence Guidance.

Punctuality: Instructors must arrive at the designated training facility at least 30 minutes prior to the scheduled start time of 0830 to ensure system compatibility and readiness.

5.0 Period and Place of Performance

5.1 Period of Performance (PoP)

The Period of Performance shall be twelve (12) months from the date of contract award. All scheduled courses and deliverables must be successfully completed within this twelve-month period. Specific course delivery dates will be mutually coordinated and finalized by the Government and the Contractor post-award.

5.2 Place of Performance

Training will be conducted onsite at the following approved government facilities:

The Pentagon: Room 2D247A, Washington, D.C. 20350 (Arlington, VA) Mann Hall: Room 110A, 2004 Barnett Avenue, Marine Corps Base Quantico, VA 22134

5.3 Schedule of Training Events (FY26-FY27)

The designated training seminars shall run from 0830 to 1600 daily, incorporating a one-hour lunch break (typically observed from 1130 to 1230) and a 10-minute break during each hour of instruction.

CLIN Scheduled Dates Location Format Max Participants

0001 Will be determined after date of award Pentagon, Arlington, VA Onsite (In-Person) 20

0002 Will be determined after date of award Mann Hall, MCB Quantico, VA Onsite (In-Person) 20

0003 Will be determined after date of award Pentagon, Arlington, VA Onsite (In-Person) 20

0004 Will be determined after date of award Mann Hall, MCB Quantico, VA Onsite (In-Person) 20

0005 Will be determined after date of award Pentagon, Arlington, VA Onsite (In-Person) 20

0006 Will be determined after date of award Mann Hall, MCB Quantico, VA Onsite (In-Person) 20

5.4 Virtual Contingency Clause

If public health conditions, severe weather, or operational requirements prevent in-person sessions, the Government reserves the right to transition any scheduled onsite seminar to a virtual platform.

The Government will notify the Contractor of the transition to a virtual format at least seven (7) calendar days prior to the start of the scheduled session.

The primary virtual platform will be Microsoft Teams (DoD Environment) or another approved Government platform.

The Contractor shall host or present via the Government-provided virtual link. No adjustments to the Firm-Fixed-Price (FFP) rate of the seminar will be authorized for virtual delivery.

If transitioned to a virtual format, training materials must be delivered electronically to participants in PDF format.

6.0 Government-Furnished Property, Facilities, and Responsibilities

6.1 Government-Furnished Facilities and Equipment

The Government will provide the following at each designated training location:

A fully equipped training room with a seating capacity of at least 20 participants.

An operational audio-visual system, including a projector, display screen, HDMI connection cables, and audio speakers.

A classroom presentation laptop connected to the local training network (if required to project contractor-provided slides).

6.2 Government Responsibilities

Material Screening and Formatting: The HQMC Training Officer will review, and format all submitted presentation slides for compatibility with Government-Furnished Equipment (GFE). This screening will be completed no later than seven (7) calendar days prior to the training date.

Onsite Facilitation: A Government Representative or Training Officer will be available at the start of each class to assist with classroom setup, AV connectivity, and student roster management.

7.0 Contractor Personnel & Qualifications

7.1 Minimum Instructor Qualifications

The Contractor is solely responsible for staffing this contract with instructors who meet the high standard of delivery required for federal civilian training. Instructors proposed by the Contractor should meet the following qualifications:

Demonstrated professional experience delivering instruction, training, or seminars in professional, business, or technical writing within a corporate, academic, government, or military environment.

Demonstrated proficiency and operational familiarity with the formatting, style, and routing rules outlined in the Department of the Navy Correspondence Manual (SECNAV M-5216.5 series) and the Marine Corps Supplemental Correspondence Guidance.

Proven capability in applying adult learning strategies and maintaining active group dynamics in a seminar environment.

7.2 Personnel Replacement and Conduct

All Contractor personnel shall maintain a high standard of professional conduct and personal presentation.

If the Contracting Officer determines that an instructor's conduct, performance, or technical qualifications are unsatisfactory, the Government will formally notify the Contractor in writing. The Contractor shall propose a qualified replacement instructor within five (5) business days of receiving notification.

The qualifications of the replacement instructor must meet or exceed those of the originally assigned personnel. Staffing transitions shall not delay scheduled training deliverables.

8.0 Security, Base Access, and Information Assurance

8.1 Physical Security & Media Restrictions

To protect federal networks and secure areas:

1.

2.

3.

Contractors are strictly prohibited from bringing unauthorized electronic media (including USB thumb drives, external hard drives, CDs, or DVDs) into any federal facility.

Instructors may bring a personal laptop with HDMI output capabilities solely for displaying slides through the classroom AV system, provided it does not connect to the Government's local network.

8.2 Base Access Procedures

The Contractor is responsible for ensuring that all assigned personnel obtain timely access clearances.

Pentagon Access Requirements:

Instructors must contact the HQMC Training Officer (Ms. Hope White or Mrs. Richa Henderson) at least fourteen (14) calendar days prior to the scheduled training date.

The Training Officer will send a secure pre-screening link to initiate a background check. The Contractor must submit the required personal identification details immediately upon receipt of the link.

MCB Quantico Access Requirements:

Instructors must register via the Defense Biometric Identification System (DBIDS) prior to arriving at MCB Quantico.

For up-to-date entry procedures and accepted identity verification documents, please visit the official base access portal:

MCB Quantico Base Access Failure to obtain physical access clearance due to late submission of paperwork will not excuse the Contractor from missed training dates.

9.0 Contract Administration and Points of Contact

9.1 Technical Points of Contact (TPOCs)

The primary Government contacts for course coordination and access approval are: These will be provided at time of award.

10.0 Deliverables and Reporting Timelines

The Contractor shall strictly adhere to the schedule for submitting deliverables to ensure seamless operations:

Draft Presentation Slides and Handouts: Submit digitally to the HQMC Training Officer for screening and formatting at least three (3) business days prior to each scheduled course.

Course Materials (Printed Copy): Provide high-quality printed workbooks, manuals, and supplementary handouts to all 20 participants on the morning of the training session. The Government will not provide printing or duplicating facilities on-site.

Student Roster and Sign-in Sheets: Provide the signed attendance sheet to the HQMC Training Officer within two (2) business days following course completion.

11.0 Travel Regulations

The Contractor is solely responsible for coordinating, scheduling, and funding all travel-related requirements, including long-distance transportation, local transit, parking, tolls, lodging, and meals. All travel-related expenses must be fully burdened and integrated into the contract's Firm-Fixed-Price (FFP) rate. The Government will provide no separate or direct reimbursement for travel expenses.

12.0 Invoicing and Payment

Invoices shall be submitted electronically in accordance with standard USMC procedures via the Defense Agencies Initiative (DAI) / WAWF invoicing system. Payment will be processed under USMC DAI Vendor Pay guidelines following verification of class completion and receipt of signed attendance records by the Primary TPOC.

13.0 Section 508 Accessibility Compliance

All electronic and information technology products, including slide presentations, student workbooks, electronic files, and web-based materials delivered under this contract, must comply with Section 508 of the Rehabilitation Act (29 U.S.C. (S) 794d). Materials must be formatted to ensure compatibility with screen readers and assistive technologies used by disabled federal employees.

14.0 Rights in Training Materials

The Government shall retain unlimited, non-exclusive rights to all customized curriculum materials, slides, hand-outs, and digital learning assets developed specifically for MCNCR civilian employees under this PWS. The Contractor may retain proprietary rights to

M0026426Q0154 https://www.quantico.marines.mil/Info/Base-Access/ https://www.quantico.marines.mil/Info/Base-Access/ their core commercial methodology, assessments (e.g., standard DISC or MBTI assessment structures), and baseline instructional manuals used across multiple commercial clients.

15.0 Performance Requirements Summary (PRS)

The Contractor service requirements are summarized into performance objectives that relate directly to mission-essential items. The performance threshold holds the Contractor accountable for maintaining service quality.

Performance Objective / Deliverable

PWS

Reference

Performance Standard Acceptable

Quality Level

(AQL)

Method of Surveillance

Consequences / Impact of Non- Compliance

Class Schedule & Punctuality

Section

5.3 & Section 4.0

Instructors must arrive at least 30 minutes prior (0800) and conduct training from 0830 to 1600.

100% adherence to scheduled dates and times.

100% Observation / Sign-in sheet records by

HQMC TPOC.

Warning / Corrective Action Plan: A formal letter of non-performance issued. Rescheduling at contractor expense if delay exceeds 1 hour.

Instructional Delivery Quality

Section 4.0

Post-course student evaluations must maintain a minimum average rating of 4.0 out of 5.0 (80%).

90% of completed sessions must meet or exceed the 4.0 average rating.

Digital/printed survey evaluations processed after each session.

Instructor Replacement: Contractor must submit resume for a replacement instructor within 5 business days for TPOC review.

Deliverables Submission & Accuracy

Section

10.0 & Section 3.1

Slide decks and student handbooks must be submitted 3 business days prior and align 100% with SECNAV M-5216.5.

Zero content formatting or

SECNAV

compliance errors upon final class delivery.

Technical review of materials by

HQMC

Training Officer.

Material Rejection: Contractor must remediate and re-submit materials within 24 hours at no additional cost.

Delays may lead to session postponement.

Security & Access Compliance

Section 8.0

Zero unauthorized removable media brought on-site. Base access info submitted 14 days prior (Pentagon).

100% compliance with security protocols and badging timelines.

Security Desk confirmation /

TPOC

administrative tracking.

Session Default: Denied facility access due to security violations or late registration will be counted as a missed session. No payment authorized.

Requirements Navy-Marine Corps Correspondence and Written Communications Training Services

Continuation of Packaging and Marking

Continuation of Inspection and Acceptance

Overall Contract Inspection/Acceptance Locations

Inspection and Acceptance Location

Both Destination Instructions: Within in 7 days

DoDAAC: M00086 CountryCode: USA

COMMANDING OFFICER

HQSVCBN HQMC (M/F DC P&R RFL), 1555 SOUTHGATE ROAD BLDG 28

ARLINGTON, VA 22214-5000

UNITED STATES

Richa Henderson, Technical POC Email: richa.m.henderson.civ@usmc.mil Telephone: (703)697-7282

Inspection and Acceptance Location

Both Destination Instructions: Within in 7 days

DoDAAC: M00086 CountryCode: USA

COMMANDING OFFICER

HQSVCBN HQMC (M/F DC P&R RFL), 1555 SOUTHGATE ROAD BLDG 28

ARLINGTON, VA 22214-5000

UNITED STATES

Richa Henderson, Technical POC Email: richa.m.henderson.civ@usmc.mil Telephone: (703)697-7282

Inspection and Acceptance Location

Both Destination Instructions: Within in 7 days

DoDAAC: M00086 CountryCode: USA

COMMANDING OFFICER

HQSVCBN HQMC (M/F DC P&R RFL), 1555 SOUTHGATE ROAD BLDG 28

ARLINGTON, VA 22214-5000

UNITED STATES

Richa Henderson, Technical POC Email: richa.m.henderson.civ@usmc.mil Telephone: (703)697-7282

Inspection and Acceptance Location

Both Destination Instructions: Within in 7 days

DoDAAC: M00086 CountryCode: USA

COMMANDING OFFICER

HQSVCBN HQMC (M/F DC P&R RFL), 1555 SOUTHGATE ROAD BLDG 28

ARLINGTON, VA 22214-5000

UNITED STATES

Richa Henderson, Technical POC Email: richa.m.henderson.civ@usmc.mil Telephone: (703)697-7282

Inspection and Acceptance Location

Both Destination Instructions: Within in 7 days

DoDAAC: M00086 CountryCode: USA

COMMANDING OFFICER

HQSVCBN HQMC (M/F DC P&R RFL), 1555 SOUTHGATE ROAD BLDG 28

ARLINGTON, VA 22214-5000

UNITED STATES

Richa Henderson, Technical POC Email: richa.m.henderson.civ@usmc.mil Telephone: (703)697-7282

Inspection and Acceptance Location

Both Destination Instructions: Within in 7 days

DoDAAC: M00086 CountryCode: USA

COMMANDING OFFICER

HQSVCBN HQMC (M/F DC P&R RFL), 1555 SOUTHGATE ROAD BLDG 28

ARLINGTON, VA 22214-5000

UNITED STATES

Richa Henderson, Technical POC Email: richa.m.henderson.civ@usmc.mil Telephone: (703)697-7282

Continuation of Deliveries or Performance

Overall Contract Delivery Period

Contractor Destination

Line Item Delivery Schedule Quantity Address and POC

Delivery Estimated By Delivery Date 15 Sep 2026

1 Each Service Performance Site DoDAAC: M00086 CountryCode: USA

COMMANDING OFFICER

HQSVCBN HQMC (M/F DC P&R RFL), 1555 SOUTHGATE ROAD BLDG 28

ARLINGTON, VA 22214-5000

UNITED STATES

Richa Henderson, Delivery POC Email: richa.m.henderson.civ@usmc.mil Telephone: (703)697-7282

Delivery Estimated By Delivery Date 15 Sep 2026

1 Each Service Performance Site DoDAAC: M00086 CountryCode: USA

COMMANDING OFFICER

HQSVCBN HQMC (M/F DC P&R RFL), 1555 SOUTHGATE ROAD BLDG 28

ARLINGTON, VA 22214-5000

UNITED STATES

Richa Henderson, Delivery POC Email: richa.m.henderson.civ@usmc.mil Telephone: (703)697-7282

Delivery Estimated By Delivery Date 15 Sep 2026

1 Each Service Performance Site DoDAAC: M00086 CountryCode: USA

COMMANDING OFFICER

HQSVCBN HQMC (M/F DC P&R RFL), 1555 SOUTHGATE ROAD BLDG 28

ARLINGTON, VA 22214-5000

UNITED STATES

Richa Henderson, Delivery POC Email: richa.m.henderson.civ@usmc.mil Telephone: (703)697-7282

Delivery Estimated By Delivery Date 15 Sep 2026

1 Each Service Performance Site DoDAAC: M00086 CountryCode: USA

COMMANDING OFFICER

HQSVCBN HQMC (M/F DC P&R RFL), 1555 SOUTHGATE ROAD BLDG 28

ARLINGTON, VA 22214-5000

UNITED STATES

Richa Henderson, Delivery POC Email: richa.m.henderson.civ@usmc.mil Telephone: (703)697-7282

Delivery Estimated By Delivery Date 15 Sep 2026

1 Each Service Performance Site DoDAAC: M00086

CountryCode: USA

COMMANDING OFFICER

HQSVCBN HQMC (M/F DC P&R RFL), 1555 SOUTHGATE ROAD BLDG 28

ARLINGTON, VA 22214-5000

UNITED STATES

Richa Henderson, Delivery POC Email: richa.m.henderson.civ@usmc.mil Telephone: (703)697-7282

Delivery Estimated By Delivery Date 15 Sep 2026

1 Each Service Performance Site DoDAAC: M00086 CountryCode: USA

COMMANDING OFFICER

HQSVCBN HQMC (M/F DC P&R RFL), 1555 SOUTHGATE ROAD BLDG 28

ARLINGTON, VA 22214-5000

UNITED STATES

Richa Henderson, Delivery POC Email: richa.m.henderson.civ@usmc.mil Telephone: (703)697-7282

Continuation of Accounting and Appropriation Data

Contract Clauses

FAR Clauses Incorporated by Reference

Number Title Effective Date

Alternate/ Deviation

Variation Effective Date

52.203-19 Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements. Jan 2017 52.204-13 System for Award Management-Maintenance. (Deviation 2026-O0038) Feb 2026

52.212-4 Terms and Conditions-Commercial Products and Commercial Services. (Deviation 2026- O0038)

Feb 2026

52.219-6 Notice of Total Small Business Set-Aside. (Deviation 2026-O0038) Feb 2026 52.226-8 Encouraging Contractor Policies to Ban Text Messaging While Driving. May 2024 52.232-33 Payment by Electronic Funds Transfer-System for Award Management. Oct 2018 52.232-40 Providing Accelerated Payments to Small Business Subcontractors. Mar 2023 52.222-36 Equal Opportunity for Workers with Disabilities. (Deviation 2026-O0038) Feb 2026 52.222-35 Equal Opportunity for Veterans. (Deviation 2026-O0038) Feb 2026 52.222-19 Child Labor-Cooperation with Authorities and Remedies. (Deviation 2026-O0038) Mar 2026 52.219-13 Notice of Set-Aside of Orders. Mar 2020 52.219-8 Utilization of Small Business Concerns. (Deviation 2026-O0038) Feb 2026

52.204-10 Reporting Executive Compensation and First-Tier Subcontract Awards. (Deviation 2026- O0038)

Feb 2026

DFARS Clauses Incorporated by Reference

Number Title Effective Date

Alternate/ Deviation

Variation Effective Date

252.203-7000 Requirements Relating to Compensation of Former DoD Officials. Sep 2011 252.203-7002 Requirement to Inform Employees of Whistleblower Rights. Dec 2022

252.204-7018 Prohibition on the Acquisition of Covered Defense Telecommunications Equipment or Services.

Jan 2023

252.225-7056 Prohibition Regarding Business Operations with the Maduro Regime. Jan 2023 252.225-7060 Prohibition on Certain Procurements from the Xinjiang Uyghur Autonomous Region. Jun 2023 252.232-7003 Electronic Submission of Payment Requests and Receiving Reports. Dec 2018 252.232-7010 Levies on Contract Payments. Dec 2006 252.204-7004 Antiterrorism Awareness Training for Contractors. Jan 2023 252.204-7012 Safeguarding Covered Defense Information and Cyber Incident Reporting. May 2024 252.204-7015 Notice of Authorized Disclosure of Information for Litigation Support. Jan 2023 252.239-7018 Supply Chain Risk. Dec 2022 252.244-7000 Subcontracts for Commercial Products or Commercial Services. Nov 2023

FAR Clauses Incorporated by Full Text

52.219-28 Postaward Small Business Program Rerepresentation. (Deviation 2026-O0038) (Feb 2026)

POSTAWARD SMALL BUSINESS PROGRAM REREPRESENTATION (FEB 2026) (DEVIATION 2026-O0038)

(a) . As used in this clause-Definitions

Long-term contract means a contract of more than five years in duration, including options. However, the term does not include contracts that exceed five years in duration because the period of performance has been extended for a cumulative period not to exceed six months under the clause at 52.217-8, Option to Extend Services, or other appropriate authority.

Small business concern-

(1) Means a concern, including its affiliates, that is independently owned and operated, not dominant in its field of operation, and qualified as a small business under the criteria in 13 CFR part 121 and the size standard in paragraph (c) of this clause.

(2) , as used in this definition, means business concerns, one of whom directly or indirectly controls or has the power to control the others, Affiliates or a third party or parties control or have the power to control the others. In determining whether affiliation exists, consideration is given to all appropriate factors including common ownership, common management, and contractual relationships. SBA determines affiliation based on the factors set forth at 13 CFR 121.103.

(b) If the Contractor represented that it was a small business concern, a small disadvantaged business concern, or a joint venture that was any of the small business concerns identified in 19.000(a)(3) prior to award of this contract, the Contractor shall rerepresent its size and socioeconomic status according to paragraph (e) of this clause or, if applicable, paragraph (g) of this clause, upon occurrence of any of the following:

(1) Within 30 days after execution of a novation agreement or within 30 days after modification of the contract to include this clause, if the novation agreement was executed prior to inclusion of this clause in the contract.

(2) Within 30 days after a merger or acquisition that does not require a novation or within 30 days after modification of the contract to include this clause, if the merger or acquisition occurred prior to inclusion of this clause in the contract.

(3) For long-term contracts-

(i) Within 60 to 120 days prior to the end of the fifth year of the contract; and

(ii) Within 60 to 120 days prior to the date specified in the contract for exercising any option thereafter.

(c) The Contractor shall rerepresent its size status in accordance with the size standard in effect at the time of this rerepresentation that corresponds to the North American Industry Classification System (NAICS) code(s) assigned to this contract. The small business size standard corresponding to this NAICS code(s) can be found at https://www.sba.gov/document/support--table-size-standards.

(d) The small business size standard for a Contractor providing an end item that it does not manufacture, process, or produce itself, for a contract other than a construction or service contract, is 500 employees, or 150 employees for information technology value-added resellers under NAICS code 541519, if the acquisition-

(1) Was set aside for small business and has a value above the simplified acquisition threshold;

(2) Used the HUBZone price evaluation preference regardless of dollar value, unless the Contractor waived the price evaluation preference; or

(3) Was an 8(a), HUBZone, service-disabled veteran-owned, economically disadvantaged women-owned, or women-owned small business set-aside or sole-source award regardless of dollar value.

(e) Except as provided in paragraph (g) of this clause, the Contractor shall make the representation(s) required by paragraph (b) of this clause by validating or updating all its representations in the Representations and Certifications section of the System for Award Management (SAM) and its other data in SAM, as necessary, to ensure that they reflect the Contractor's current status. The Contractor shall notify the contracting officer in writing within the timeframes specified in paragraph (b) of this clause, that the data have been validated or updated, and provide the date of the validation or update.

(f) If the Contractor represented that it was other than a small business concern prior to award of this contract, the Contractor may, but is not required to, take the actions required by paragraphs (e) or (g) of this clause.

(g) If the Contractor does not have representations and certifications in SAM, or does not have a representation in SAM for the NAICS code applicable to this contract, the Contractor is required to complete the following rerepresentation and submit it to the contracting office, along with the contract number and the date on which the rerepresentation was completed:

(1) The Contractor represents that it is, is not a small business concern under NAICS Code assigned to contract number.____ ____

(2) [ .] The Contractor represents Complete only if the Contractor represented itself as a small business concern in paragraph (g)(1) of this clause that it is, is not, a small disadvantaged business concern as defined in .13 CFR 124.1001

(3) . The Contractor represents that it is, is not a Women-owned small business (WOSB) joint venture eligible under the WOSB Program joint venture that complies with the requirements of 13 CFR 127.506(a) through (c). [ The Contractor shall enter the name and unique entity ____ identifier of each party to the joint venture: __.]

(4) . The Contractor represents that it is, is not a joint Economically disadvantaged women-owned small business (EDWOSB) joint venture venture that complies with the requirements of 13 CFR 127.506(a) through (c). [ The Contractor shall enter the name and unique entity identifier ____ of each party to the joint venture: __ .]

(5) . The Contractor represents that it Service-disabled veteran-owned small business (SDVOSB) joint venture eligible under the SDVOSB Program is, is not an SDVOSB joint venture eligible under the SDVOSB Program that complies with the requirements of 13 CFR 128.402. [ The ____ Contractor shall enter the name and unique entity identifier of each party to the joint venture: __.]

(6) [ ] The HUBZone joint venture eligible under the HUBZone Program. Complete only if the offeror is a HUBZone small business concern.

offeror represents, as part of its offer, that It is, is not a HUBZone joint venture that complies with the requirements of 13 CFR 126.616(a) through (c). [ The Contractor shall enter the name and unique entity identifier of each party to the joint venture: .] Each HUBZone small business ____ concern participating in the HUBZone joint venture must be certified as a HUBZone concern. [ Contractor to sign and date and insert authorized ____ signer's name and title.]

(End of clause)

DFARS Clauses Incorporated by Full Text

252.232-7006 Wide Area WorkFlow Payment Instructions. (Tailored) (Jan 2023)

WIDE AREA WORKFLOW PAYMENT INSTRUCTIONS (JAN 2023)

(a) As used in this clause- Definitions.

"Department of Defense Activity Address Code (DoDAAC)" is a six position code that uniquely identifies a unit, activity, or organization.

"Document type" means the type of payment request or receiving report available for creation in Wide Area WorkFlow (WAWF).

"Local processing office (LPO)" is the office responsible for payment certification when payment certification is done external to the entitlement system.

"Payment request" and "receiving report" are defined in the clause at 252.232-7003, Electronic Submission of Payment Requests and Receiving Reports.

(b) The WAWF system provides the method to electronically process vendor payment requests and receiving reports, as Electronic invoicing.

authorized by Defense Federal Acquisition Regulation Supplement (DFARS) 252.232-7003, Electronic Submission of Payment Requests and Receiving Reports.

(c) To access WAWF, the Contractor shall- WAWF access.

(1) Have a designated electronic business point of contact in the System for Award Management at https://www.sam.gov; and

(2) Be registered to use WAWF at https://wawf.eb.mil/ following the step-by-step procedures for self-registration available at this web site.

(d) The Contractor should follow the training instructions of the WAWF Web-Based Training Course and use the Practice WAWF training.

Training Site before submitting payment requests through WAWF. Both can be accessed by selecting the "Web Based Training" link on the WAWF home page at https://wawf.eb.mil/

(e) Document submissions may be via web entry, Electronic Data Interchange, or File Transfer WAWF methods of document submission.

Protocol.

(f) The Contractor shall use the following information when submitting payment requests and receiving reports in WAWF payment instructions.

WAWF for this contract or task or delivery order:

(1) The Contractor shall submit payment requests using the following document type(s): Document type.

(i) For cost-type line items, including labor-hour or time-and-materials, submit a cost voucher.

(ii) For fixed price line items-

(A) That require shipment of a deliverable, submit the invoice and receiving report specified by the Contracting Officer.

N/A

(B) For services that do not require shipment of a deliverable, submit either the Invoice 2in1, which meets the requirements for the invoice and receiving report, or the applicable invoice and receiving report, as specified by the Contracting Officer.

Invoice 2in1

(iii) For customary progress payments based on costs incurred, submit a progress payment request.

(iv) For performance based payments, submit a performance based payment request.

(v) For commercial financing, submit a commercial financing request.

(2) ) Fast Pay requests are only permitted when Federal Acquisition Regulation (FAR) 52.213-1 is included in the contract.

[Note: The Contractor may use a WAWF "combo" document type to create some combinations of invoice and receiving report in one step.]

(3) The Contractor shall use the information in the Routing Data Table below only to fill in applicable fields in WAWF Document routing.

when creating payment requests and receiving reports in the system.

Routing Data Table*

Field Name in WAWF Data to be entered in WAWF

Pay Official DoDAAC HQ0871

Issue By DoDAAC M00264

Admin DoDAAC M00264

Inspect By DoDAAC M00086

Ship To Code M00086

Ship From Code ____

Mark For Code ____

Service Approver (DoDAAC) M00086

Service Acceptor (DoDAAC) M00086

Accept at Other DoDAAC ____

LPO DoDAAC ____

DCAA Auditor DoDAAC ____

Other DoDAAC(s) ____

(4) The Contractor shall ensure a payment request includes documentation appropriate to the type of payment request in Payment request.

accordance with the payment clause, contract financing clause, or Federal Acquisition Regulation 52.216-7, Allowable Cost and Payment, as applicable.

(5) The Contractor shall ensure a receiving report meets the requirements of DFARS Appendix F. Receiving report.

(g) WAWF point of contact.

WAWF POC: To Be Provided at time of Award

(1) The Contractor may obtain clarification regarding invoicing in WAWF from the following contracting activity's WAWF point of contact.

Requiring Activity: To Be Provided at time of Award

Contract Specialist: Edgar Clark at edgar.clark@usmc.mil

Contracting Officer: Kellie Holley at kellie.holley@usmc.mil

(2) Contact the WAWF helpdesk at 866-618-5988, if assistance is needed.

(End of clause)

252.211-7003 Item Unique Identification and Valuation. (Jan 2023)

ITEM UNIQUE IDENTIFICATION AND VALUATION (JAN 2023)

(a) . As used in this clause- Definitions

"Automatic identification device" means a device, such as a reader or interrogator, used to retrieve data encoded on machine-readable media.

"Concatenated unique item identifier" means-

(1) For items that are serialized within the enterprise identifier, the linking together of the unique identifier data elements in order of the issuing agency code, enterprise identifier, and unique serial number within the enterprise identifier; or

(2) For items that are serialized within the original part, lot, or batch number, the linking together of the unique identifier data elements in order of the issuing agency code; enterprise identifier; original part, lot, or batch number; and serial number within the original part, lot, or batch number.

"Data matrix" means a two-dimensional matrix symbology, which is made up of square or, in some cases, round modules arranged within a perimeter finder pattern and uses the Error Checking and Correction 200 (ECC200) specification found within International Standards Organization (ISO)/International Electrotechnical Commission (IEC) 16022.

"Data qualifier" means a specified character (or string of characters) that immediately precedes a data field that defines the general category or intended use of the data that follows.

"DoD recognized unique identification equivalent" means a unique identification method that is in commercial use and has been recognized by DoD. All DoD recognized unique identification equivalents are listed at . https://www.acq.osd.mil/asda/dpc/ce/ds/unique-id.html

"DoD item unique identification" means a system of marking items delivered to DoD with unique item identifiers that have machine-readable data elements to distinguish an item from all other like and unlike items. For items that are serialized within the enterprise identifier, the unique item identifier shall include the data elements of the enterprise identifier and a unique serial number. For items that are serialized within the part, lot, or batch number within the enterprise identifier, the unique item identifier shall include the data elements of the enterprise identifier; the original part, lot, or batch number; and the serial number.

" Enterprise " means the entity (e.g., a manufacturer or vendor) responsible for assigning unique item identifiers to items.

" Enterprise identifier" means a code that is uniquely assigned to an enterprise by an issuing agency.

"Government's unit acquisition cost" means-

(1) For fixed-price type line, subline, or exhibit line items, the unit price identified in the contract at the time of delivery;

(2) For cost-type or undefinitized line, subline, or exhibit line items, the Contractor's estimated fully burdened unit cost to the Government at the time of delivery; and

(3) For items produced under a time-and-materials contract, the Contractor's estimated fully burdened unit cost to the Government at the time of delivery.

"Issuing agency" means an organization responsible for assigning a globally unique identifier to an enterprise, as indicated in the Register of Issuing Agency Codes for ISO/IEC 15459, located at http://www.aimglobal.org/?Reg_Authority15459.

"Issuing agency code" means a code that designates the registration (or controlling) authority for the enterprise identifier.

"Item" means a single hardware article or a single unit formed by a grouping of subassemblies, components, or constituent parts.

" Lot or batch number" means an identifying number assigned by the enterprise to a designated group of items, usually referred to as either a lot or a batch, all of which were manufactured under identical conditions.

"Machine-readable" means an automatic identification technology media, such as bar codes, contact memory buttons, radio frequency identification, or optical memory cards.

"Original part number" means a combination of numbers or letters assigned by the enterprise at item creation to a class of items with the same form, fit, function, and interface.

"Parent item" means the item assembly, intermediate component, or subassembly that has an embedded item with a unique item identifier or DoD recognized unique identification equivalent.

"Serial number within the enterprise identifier" means a combination of numbers, letters, or symbols assigned by the enterprise to an item that provides for the differentiation of that item from any other like and unlike item and is never used again within the enterprise.

"Serial number within the part, lot, or batch number" means a combination of numbers or letters assigned by the enterprise to an item that provides for the differentiation of that item from any other like item within a part, lot, or batch number assignment.

"Serialization within the enterprise identifier" means each item produced is assigned a serial number that is unique among all the tangible items produced by the enterprise and is never used again. The enterprise is responsible for ensuring unique serialization within the enterprise identifier.

"Serialization within the part, lot, or batch number" means each item of a particular part, lot, or batch number is assigned a unique serial number within that part, lot, or batch number assignment. The enterprise is responsible for ensuring unique serialization within the part, lot, or batch number within the enterprise identifier.

"Type designation" means a combination of letters and numerals assigned by the Government to a major end item, assembly or subassembly, as appropriate, to provide a convenient means of differentiating between items having the same basic name and to indicate modifications and changes thereto.

"Unique item identifier" means a set of data elements marked on items that is globally unique and unambiguous. The term includes a concatenated unique item identifier or a DoD recognized unique identification equivalent.

"Unique item identifier type" means a designator to indicate which method of uniquely identifying a part has been used. The current list of accepted unique item identifier types is maintained at .https://www.acq.osd.mil/asda/dpc/ce/ds/unique-id.html

(b) The Contractor shall deliver all items under a contract line, subline, or exhibit line item.

(c) Unique item identifier.

(1) The Contractor shall provide a unique item identifier for the following:

(i) Delivered items for which the Government's unit acquisition cost is $5,000 or more, except for the following line items:

Contract Line, Subline, or

Exhibit Line Item Number Item Description

(ii) Items for which the Government's unit acquisition cost is less than $5,000 that are identified in the Schedule or the following table:

Contract Line, Subline, or

Exhibit Line Item Number Item Description

(If items are identified in the Schedule, insert "See Schedule in this table.)

(iii) Subassemblies, components, and parts embedded within delivered items, items with warranty requirements, DoD serially managed reparables and DoD serially managed nonreparables as specified in Attachment Number .____

(iv) Any item of special tooling or special test equipment as defined in FAR 2.101 that have been designated for preservation and storage for a Major Defense Acquisition Program as specified in Attachment Number .____

(v) Any item not included in (i), (ii), (iii), or (iv) for which the contractor creates and marks a unique item identifier for traceability.

(2) The unique item identifier assignment and its component data element combination shall not be duplicated on any other item marked or registered in the DoD Item Unique Identification Registry by the contractor.

(3) The unique item identifier component data elements shall be marked on an item using two dimensional data matrix symbology that complies with ISO/IEC International Standard 16022, Information technology - International symbology specification - Data matrix; ECC200 data matrix specification.

(4) The Contractor shall ensure that- Data syntax and semantics of unique item identifiers.

(i) The data elements (except issuing agency code) of the unique item identifier are encoded within the data matrix symbol that is marked on the item using one of the following three types of data qualifiers, as determined by the Contractor:

(A) Application Identifiers (AIs) (Format Indicator 05 of ISO/IEC International Standard 15434), in accordance with ISO/IEC International Standard 15418, Information Technology - EAN/UCC Application Identifiers and Fact Data Identifiers and Maintenance and ANSI MH

10.8.2 Data Identifier and Application Identifier Standard.

(B) Data Identifiers (DIs) (Format Indicator 06 of ISO/IEC International Standard 15434), in accordance with ISO/IEC International Standard 15418, Information Technology - EAN/UCC Application Identifiers and Fact Data Identifiers and Maintenance and ANSI MH

10.8.2 Data Identifier and Application Identifier Standard.

(C) Text Element Identifiers (TEIs) (Format Indicator 12 of ISO/IEC International Standard 15434), in accordance with the Air Transport Association Common Support Data Dictionary; and

(ii) The encoded data elements of the unique item identifier conform to the transfer structure, syntax, and coding of messages and data formats specified for Format Indicators 05, 06, and 12 in ISO/IEC International Standard 15434, Information Technology - Transfer Syntax for High Capacity Automatic Data Capture Media.

(5) . Unique item identifier

(i) The Contractor shall-

(A) Determine whether to-

Serialize within the enterprise identifier; (1)

Serialize within the part, lot, or batch number; or (2)

Use a DoD recognized unique identification equivalent (e.g. Vehicle Identification Number); and (3)

(B) Place the data elements of the unique item identifier (enterprise identifier; serial number; DoD recognized unique identification equivalent; and for serialization within the part, lot, or batch number only: original part, lot, or batch number) on items requiring marking by paragraph (c)(1) of this clause, based on the criteria provided in MIL-STD-130, Identification Marking of U.S. Military Property, latest version;

(C) Label shipments, storage containers and packages that contain uniquely identified items in accordance with the requirements of MIL-STD-129, Military Marking for Shipment and Storage, latest version; and

(D) Verify that the marks on items and labels on shipments, storage containers, and packages are machine readable and conform to the applicable standards. The contractor shall use an automatic identification technology device for this verification that has been programmed to the requirements of Appendix A, MIL-STD-130, latest version.

(ii) The issuing agency code-

(A) Shall not be placed on the item; and

(B) Shall be derived from the data qualifier for the enterprise identifier.

(d) For each item that requires item unique identification under paragraph (c)(1)(i), (ii), or (iv) of this clause or when item unique identification is provided under paragraph (c)(1)(v), in addition to the information provided as part of the Material Inspection and Receiving Report specified elsewhere in this contract, the Contractor shall report at the time of delivery, as part of the Material Inspection and Receiving Report, the following information:

(1) Unique item identifier.

(2) Unique item identifier type.

(3) Issuing agency code (if concatenated unique item identifier is used).

(4) Enterprise identifier (if concatenated unique item identifier is used).

(5) Original part number (if there is serialization within the original part number).

(6) Lot or batch number (if there is serialization within the lot or batch number).

(7) Current part number (optional and only if not the same as the original part number).

(8) Current part number effective date (optional and only if current part number is used).

(9) Serial number (if concatenated unique item identifier is used).

(10) Government's unit acquisition cost.

(11) Unit of measure.

(12) Type designation of the item as specified in the contract schedule, if any.

(13) Whether the item is an item of Special Tooling or Special Test Equipment.

(14) Whether the item is covered by a warranty.

(e) For embedded subassemblies, components, and parts that require DoD item unique identification under paragraph…