HSLS_FormSF33.pdf

SOLICITATION, OFFER AND AWARD 1. THIS CONTRACT IS A RATED

ORDER UNDER DPAS (15 CFR 700)

RATING

PAGE OF

PAGES

2. CONTRACT NUMBER 3. SOLICITATION NUMBER 4. TYPE OF SOLICITATION 5. DATE ISSUED 6. REQUISITION/PURCHASE NUMBER

ED-IES-13-R-0062 SEALED BID (IFB)

NEGOTIATED (RFP)

7. ISSUED BY CODE CPOD 8. ADDRESS OFFER TO (If other than Item 7)

Contracts & Acquisitions Mgt., Group D US Dept of Education, 550 12th St SW - 7th Floor Washington DC 20202-4230

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

SOLICITATION

9. Sealed offers in original and 7 copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if handcarried, in the depository located in U.S. Department of Education, Office of the Chief Financial Officer, Contracts & Acquisitions Management, 400 Maryland Avenue, SW, LBJ Bldg, Rm BC102, Washington, DC 20202-4230, Attn Brenda Jefferson until 2:00

PM ET

local time MAY 09, (Hour) (Date)

CAUTION - LATE Submissions, Modifications, and Withdrawls: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

10. FOR

INFORMATION CALL

A. NAME

Brenda L. Jefferson

B. TELEPHONE (NO COLLECT CALLS)

(202) 245-6180

C. E-MAIL ADDRESS

brenda.jefferson@ed.gov

11. TABLE OF CONTENTS

(X) SEC. DESCRIPTION PAGES(S) (X) SEC. DESCRIPTION PAGE(S)

PART 1 - THE SCHEDULE PART II - CONTRACT CLAUSES

X A SOLICITATION/CONTRACT FORM 1 - 1 X I CONTRACT CLAUSES 29 - 36

X B SUPPLIES OR SERVICES AND PRICES/COSTS 2 - 12 PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

X C DESCRIPTION/SPECS./WORK STATEMENT 13 - 13 X J LIST OF ATTACHMENTS 37 - 37

X D PACKAGING AND MARKING 14 - 14 PART IV - PRESENTATIONS AND INSTRUCTIONS

X E INSPECTION AND ACCEPTANCE 15 - 15 X K REPRESENTATIONS, CERTIFICATIONS AND OTHER 38 - 51

X F DELIVERIES OR PERFORMANCE 16 - 16 STATEMENTS OF OFFERORS

X G CONTRACT ADMINISTRATION DATA 17 - 18 X L INSTRS., CONDS., AND NOTICES TO OFFERORS 52 - 73

X H SPECIAL CONTRACT REQUIREMENTS 19 - 28 X M EVALUATION FACTORS FOR AWARD 74 - 76

OFFER

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

12. In compliance with the above, the undersigned agrees, if this offer is accepted within calendar days (60 calendar days unless a different period is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all itmes upon which prices are offered at the price set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52.232-8)

10 CALENDAR DAYS (%) 20 CALENDAR DAYS (%) 30 CALENDAR DAYS (%) CALENDAR DAYS (%)

14. ACKNOWLEDGMENT OF AMENDMENTS AMENDMENT NO. DATE AMENDMENT NO. DATE

(The offeror acknowledges receipt of amendments to the SOLICITATION for offerors and related documents numbered and dated):

CODE FACILITY 16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER

15A. NAME AND

ADDRESS OF

OFFEROR

DUNS: (Type or print)

15B. TELEPHONE NUMBER

15C. CHECK IF REMITTANCE ADDRESS IS DIFFERENT FROM

ABOVE - ENTER SUCH ADDRESS IN SCHEDULE.

17. SIGNATURE 18. OFFER DATE

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

See Schedule

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

10 U.S.C 23004(c) ( ) 41 U.S.C 253(c) ( )

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

(4 copies unless otherwise specified)

ITEM

24. ADMINISTERED BY CODE 25. PAYMENT WILL BE MADE BY CODE

26. NAME OF CONTRACTING OFFICER(Type or print) 27. UNITED STATES OF AMERICA 28. AWARD DATE

(Signature of Contracting Officer)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice. (Must be fully completed by offeror)

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (REV. 9-97)

Prescribed by GSA - FAR (48 CFR) 53.214(c)

SCHEDULE Continued

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

PAGE 2 OF 76 ED-IES-13-R-0062

HSLS:09/16

0001 Begin preparations for the design and collection of the

HSLS:09 Second Follow-up in 2016.

1.00 SE

Table of Contents

PAGE 3 OF 76 ED-IES-13-R-0062

SECTION B SUPPLIES OR SERVICES AND PRICES/COSTS

B. 1 AVAILABILITY OF FUNDS

B. 2 LIST OF CONTRACT TASKS

B. 3 TOTAL CONTRACT VALUE

SECTION C DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C. 1 302-2 SCOPE OF WORK (FEBRUARY 1985)

SECTION D PACKAGING AND MARKING

D. 1 303-1 SHIPMENT AND MARKING (MARCH 1986)

SECTION E INSPECTION AND ACCEPTANCE

E. 1 52.246-4 INSPECTION OF SERVICES--FIXED-PRICE (AUG 1996)

E. 2 52.246-5 INSPECTION OF SERVICES--COST-REIMBURSEMENT (APR 1984)

E. 3 304-1 INSPECTION AND ACCEPTANCE (FEBRUARY 1985)

SECTION F DELIVERIES OR PERFORMANCE

F. 1 52.242-15 STOP-WORK ORDER (AUG 1989)

F. 2 52.242-15 I STOP-WORK ORDER (AUG 1989)--ALTERNATE I (APR 1984)

F. 3 305-2 REPORT OF CONSULTANTS (MARCH 1986)

F. 4 305-4 PERIOD OF PERFORMANCE (MARCH 1986)

F. 5 305-6 DELIVERABLES (MARCH 1986)

SECTION G CONTRACT ADMINISTRATION DATA

G. 1 3452.201-70 CONTRACTING OFFICER`s REPRESENTATIVE (COR) (MAY 2011)

G. 2 306-1b Invoice and Contract Financing Requests Submission - IPP (December 2013)

G. 3 306-8 CONTRACT ADMINISTRATOR (FEB 1985)

G. 4 306-9 PROVISIONAL AND NEGOTIATED FINAL OVERHEAD RATES (OCTOBER 1993)

SECTION H SPECIAL CONTRACT REQUIREMENTS

H. 1 3452.215-70 RELEASE OF RESTRICTED DATA (MAY 2011)

H. 2 3452.216-70 ADDITIONAL COST PRINCIPLES (MAY 2011)

H. 3 3452.224-70 RELEASE OF INFORMATION UNDER THE FREEDOM OF INFORMATION ACT (MAY 2011)

H. 4 3452.227-70 PUBLICATION AND PUBLICITY (MAY 2011)

H. 5 3452.227-71 ADVERTISING OF AWARDS (MAY 2011)

H. 6 3452.227-72 USE AND NON-DISCLOSURE AGREEMENT (MAY 2011)

H. 7 3452.228-70 REQUIRED INSURANCE (MAY 2011)

H. 8 3452.237-71 OBSERVANCE OF ADMINISTRATIVE CLOSURES (MAY 2011)

H. 9 3452.239-72 DEPARTMENT SECURITY REQUIREMENTS (MAY 2011)

H. 10 3452.243-70 KEY PERSONNEL (MAY 2011)

H. 11 3452.247-70 FOREIGN TRAVEL (MAY 2011)

H. 12 31.205.70 FOOD COSTS

H. 13 31.205.71 TRAVEL COSTS

H. 14 301-20 PROHIBITION OF DISCRIMINATION AGAINST INDIVIDUALS WITH DISABILITIES (FEB 1995)

H. 15 306-10 GOVERNMENT-FURNISHED DATA (APRIL 1984)

H. 16 307-3 DUAL COMPENSATION (MARCH 1985)

H. 17 307-5 PAYMENT OF TRAVEL EXPENSES AND FEES FOR ED EMPLOYEES (MARCH 1985)

H. 18 307-12 CONSENT TO SUBCONTRACT (AUGUST 1998)

H. 19 307-19 REDACTED PROPOSALS (DECEMBER 1998)

H. 20 307-24 CONSULTANT SERVICES AND CONSENT (APRIL 1986)

PAGE 4 OF 76 ED-IES-13-R-0062

H. 21 313.237-72 CLEARANCE OF CONFERENCES/MEETINGS (DECEMBER 2012)

H. 22 316-1 ACCESSIBILITY OF SOFTWARE (OCTOBER 1999)

H. 23 FEDERAL HOLIDAYS

SECTION I CONTRACT CLAUSES

I. 1 52.202-1 DEFINITIONS (NOV 2013)

I. 2 52.203-3 GRATUITIES (APR 1984)

I. 3 52.203-5 COVENANT AGAINST CONTINGENT FEES (APR 1984)

I. 4 52.203-6 RESTRICTIONS ON SUBCONTRACTOR SALES TO THE GOVERNMENT (SEP 2006)

I. 5 52.203-7 ANTI-KICKBACK PROCEDURES (OCT 2010)

I. 6 52.203-8 CANCELLATION, RESCISSION, AND RECOVERY OF FUNDS FOR ILLEGAL OR IMPROPER ACTIVITY

(JAN 1997)

I. 7 52.203-10 PRICE OR FEE ADJUSTMENT FOR ILLEGAL OR IMPROPER ACTIVITY (JAN 1997)

I. 8 52.203-12 LIMITATION ON PAYMENTS TO INFLUENCE CERTAIN FEDERAL TRANSACTIONS (OCT 2010)

I. 9 52.203-13 CONTRACTOR CODE OF BUSINESS ETHICS AND CONDUCT (APR 2010)

I. 10 52.203-14 DISPLAY OF HOTLINE POSTER(S) (DEC 2007)

I. 11 52.204-4 PRINTED OR COPIED DOUBLE-SIDED ON POSTCONSUMER FIBER CONTENT PAPER (MAY 2011)... 29

I. 12 52.204-10 REPORTING EXECUTIVE COMPENSATION AND FIRST-TIER SUBCONTRACT AWARDS (JULY 2013). 29

I. 13 52.204-13 SYSTEM FOR AWARD MANAGEMENT MAINTENANCE (JULY 2013)

I. 14 52.209-6 PROTECTING THE GOVERNMENT` INTEREST WHEN SUBCONTRACTING WITH CONTRACTORS DEBARRED, SUSPENDED, OR PROPOSED FOR DEBARMENT (AUG 2013)

I. 15 52.209-9 UPDATES OF PUBLICLY AVAILABLE INFORMATION REGARDING RESPONSIBILITY MATTERS (JULY

2013)

I. 16 52.210-1 MARKET RESEARCH (APR 2011)

I. 17 52.215-2 AUDIT AND RECORDS--NEGOTIATION (OCT 2010)

I. 18 52.215-8 ORDER OF PRECEDENCE--UNIFORM CONTRACT FORMAT (OCT 1997)

I. 19 52.215-21 IV REQUIREMENTS FOR CERTIFIED COST OR PRICING DATA AND DATA OTHER THAN CERTIFIED

COST OR PRICING DATA--MODIFICATIONS (OCT 2010)--ALTERNATE IV (OCT 2010)

I. 20 52.215-23 LIMITATIONS ON PASS-THROUGH CHARGES (OCT 2009)

I. 21 52.215-23 I LIMITATIONS ON PASS-THROUGH CHARGES (OCT 2009) ALTERNATE I (OCT 2010)

I. 22 52.216-7 ALLOWABLE COST AND PAYMENT (JULY 2013)

I. 23 52.219-4 NOTICE OF PRICE EVALUATION PREFERENCE FOR HUBZONE SMALL BUSINESS CONCERNS (JAN

2011)

I. 24 52.219-8 UTILIZATION OF SMALL BUSINESS CONCERNS (JUL 2013)

I. 25 52.219-9 II SMALL BUSINESS SUBCONTRACTING PLAN (JUL 2013)--ALTERNATE II (OCT 2001)

I. 26 52.219-16 LIQUIDATED DAMAGES--SUBCONTRACTING PLAN (JAN 1999)

I. 27 52.219-28 POST-AWARD SMALL BUSINESS PROGRAM REPRESENTATION (JUL 2013)

I. 28 52.222-2 PAYMENT FOR OVERTIME PREMIUMS (JUL 1990)

I. 29 52.222-3 CONVICT LABOR (JUN 2003)

I. 30 52.222-17 {52.222-17} NONDISPLACEMENT OF QUALIFIED WORKERS (JAN 2013)

I. 31 52.222-21 PROHIBITION OF SEGREGATED FACILITIES (FEB 1999)

I. 32 52.222-26 EQUAL OPPORTUNITY (MAR 2007)

I. 33 52.222-35 EQUAL OPPORTUNITY FOR VETERANS. [SEP 2010]

I. 34 52.222-36 AFFIRMATIVE ACTION FOR WORKERS WITH DISABILITIES (OCT 2010

I. 35 52.222-37 EMPLOYMENT REPORTS VETERANS (SEP 2010)

I. 36 52.222-40 NOTIFICATION OF EMPLOYEE RIGHTS UNDER THE NATIONAL LABOR RELATIONS ACT (DEC

2010)

I. 37 52.222-50 COMBATING TRAFFICKING IN PERSONS (FEB 2009)

I. 38 52.222-54 EMPLOYMENT ELIGIBILITY VERIFICATION (AUG 2012)

I. 39 52.223-6 DRUG-FREE WORKPLACE (MAY 2001)

PAGE 5 OF 76 ED-IES-13-R-0062

I. 40 52.223-18 ENCOURAGING CONTRACTOR POLICIES TO BAN TEXT MESSAGING WHILE DRIVING (AUG 2011). 32

I. 41 52.224-1 PRIVACY ACT NOTIFICATION (APR 1984)

I. 42 52.224-2 PRIVACY ACT (APR 1984)

I. 43 52.225-13 RESTRICTIONS ON CERTAIN FOREIGN PURCHASES (JUN 2008)

I. 44 52.227-14 RIGHTS IN DATA--GENERAL (DEC 2007)

I. 45 52.227-17 RIGHTS IN DATA--SPECIAL WORKS (DEC 2007)

I. 46 52.228-7 INSURANCE--LIABILITY TO THIRD PERSONS (MAR 1996)

I. 47 52.229-3 FEDERAL, STATE, AND LOCAL TAXES (FEB 2013)

I. 48 52.230-2 COST ACCOUNTING STANDARDS (MAY 2012)

I. 49 52.230-3 DISCLOSURE AND CONSISTENCY OF COST ACCOUNTING PRACTICES (MAY 2012)

I. 50 52.230-6 ADMINISTRATION OF COST ACCOUNTING STANDARDS (JUN 2010)

I. 51 52.232-1 PAYMENTS (APR 1984)

I. 52 52.232-8 DISCOUNTS FOR PROMPT PAYMENT (FEB 2002)

I. 53 52.232-9 LIMITATION ON WITHHOLDING OF PAYMENTS (APR 1984)

I. 54 52.232-11 EXTRAS (APR 1984)

I. 55 52.232-17 INTEREST (OCT 2010)

I. 56 52.232-20 LIMITATION OF COST (APR 1984)

I. 57 52.232-23 ASSIGNMENT OF CLAIMS (JAN 1986)

I. 58 52.232-25 PROMPT PAYMENT (JUL 2013)

I. 59 52.232-33 PAYMENT BY ELECTRONIC FUNDS TRANSFER--SYSTEM FOR AWARD MANAGEMENT (JUL 2013)... 33

I. 60 52.232-39 UNENFORCEABILITY OF UNAUTHORIZED OBLIGATIONS (JUNE 2013)

I. 61 52.232-40 PROVIDING ACCELERATED PAYMENTS TO SMALL BUSINESS SUBCONTRACTORS (DEC 2013)

I. 62 52.233-1 I DISPUTES (JUL 2002)--ALTERNATE I (DEC 1991)

I. 63 52.233-3 PROTEST AFTER AWARD (AUG 1996)

I. 64 52.233-3 I PROTEST AFTER AWARD (AUG 1996)--ALTERNATE I (JUN 1985)

I. 65 52.233-4 APPLICABLE LAW FOR BREACH OF CONTRACT CLAIM (OCT 2004)

I. 66 52.242-1 NOTICE OF INTENT TO DISALLOW COSTS (APR 1984)

I. 67 52.242-3 PENALTIES FOR UNALLOWABLE COSTS (MAR 2001)

I. 68 52.242-4 CERTIFICATION OF FINAL INDIRECT COSTS (JAN 1997)

I. 69 52.242-13 BANKRUPTCY (JUL 1995)

I. 70 52.243-1 I CHANGES--FIXED-PRICE (AUG 1987)--ALTERNATE I (APR 1984)

I. 71 52.243-2 I CHANGES--COST-REIMBURSEMENT (AUG 1987)--ALTERNATE I (APR 1984)

I. 72 52.244-2 I SUBCONTRACTS (OCT 2010)--ALTERNATE I (JUN 2007)

I. 73 52.244-5 COMPETITION IN SUBCONTRACTING (DEC 1996)

I. 74 52.244-6 SUBCONTRACTS FOR COMMERCIAL ITEMS (DEC 2013)

I. 75 52.246-25 LIMITATION OF LIABILITY--SERVICES (FEB 1997)

I. 76 52.249-2 TERMINATION FOR CONVENIENCE OF THE GOVERNMENT (FIXED-PRICE) (APR 2012)

I. 77 52.249-6 TERMINATION (COST-REIMBURSEMENT) (MAY 2004)

I. 78 52.249-8 DEFAULT (FIXED-PRICE SUPPLY AND SERVICE) (APR 1984)

I. 79 52.249-14 EXCUSABLE DELAYS (APR 1984)

I. 80 52.253-1 COMPUTER GENERATED FORMS (JAN 1991)

I. 81 3402.2 SUBPART 3402.2--DEFINITIONS CLAUSE

I. 82 3452.202-1 DEFINITIONS--DEPARTMENT OF EDUCATION (MAY 2011)

I. 83 3452.208-71 PRINTING (MAY 2011)

I. 84 3452.208-72 PAPERWORK REDUCTION ACT (MAY 2011)

I. 85 3452.224-71 NOTICE ABOUT RESEARCH ACTIVITIES INVOLVING HUMAN SUBJECTS (MAY 2011)

I. 86 3452.224-72 RESEARCH ACTIVITIES INVOLVING HUMAN SUBJECTS (MAY 2011)

I. 87 3452.227-73 LIMITATIONS ON THE USE OR DISCLOSURE OF GOVERNMENT-FURNISHED INFORMATION MARKED

WITH RESTRICTIVE LEGENDS (MAY 2011)

I. 88 3452.232-70 LIMITATION OF COST OR FUNDS (MAY 2011)

PAGE 6 OF 76 ED-IES-13-R-0062

I. 89 3452.237-70 SERVICES OF CONSULTANTS (MAY 2011)

I. 90 3452.239-71 NOTICE TO OFFERORS OF DEPARTMENT SECURITY REQUIREMENTS (MAY 2011)

I. 91 3452.242-70 LITIGATION AND CLAIMS (MAY 2011)

I. 92 3452.242-71 NOTICE TO THE GOVERNMENT OF DELAYS (MAY 2011)

I. 93 3452.242-73 ACCESSIBILITY OF MEETINGS, CONFERENCES, AND SEMINARS TO PERSONS WITH

DISABILITIES (MAY 2011)

I. 94 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

I. 95 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

I. 96 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

SECTION J LIST OF ATTACHMENTS

J. 1 309-1a LIST OF ATTACHMENTS (APRIL 1984)

SECTION K REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF OFFERORS

K. 1 52.219-1 SMALL BUSINESS PROGRAM REPRESENTATIONS (APR 2012)

K. 2 52.222-25 AFFIRMATIVE ACTION COMPLIANCE (APR 1984)

K. 3 52.222-38 COMPLIANCE WITH VETERANS' EMPLOYMENT REPORTING REQUIREMENTS (SEP 2010)

K. 4 52.225-25 PROHIBITION ON CONTRACTING WITH ENTITIES ENGAGING IN CERTAIN ACTIVITIES OR

TRANSACTIONS RELATING TO IRAN--REPRESENTATION AND CERTIFICATIONS (DEC 2012)

K. 5 52.203-11 CERTIFICATION AND DISCLOSURE REGARDING PAYMENTS TO INFLUENCE CERTAIN FEDERAL

TRANSACTIONS (SEP 2007)

K. 6 52.204-5 WOMEN-OWNED BUSINESS (OTHER THAN SMALL BUSINESS) (MAY 1999)

K. 7 52.204-8 ANNUAL REPRESENTATIONS AND CERTIFICATIONS (JAN 2014)

K. 8 52.209-5 CERTIFICATION REGARDING RESPONSIBILITY MATTERS (APR 2010)

K. 9 52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (JULY 2013)

K. 10 52.215-6 PLACE OF PERFORMANCE (OCT 1997)

K. 11 52.222-22 PREVIOUS CONTRACTS AND COMPLIANCE REPORTS (FEB 1999)

K. 12 52.225-20 PROHIBITION ON CONDUCTING RESTRICTED BUSINESS OERATIONS IN SUDAN--CERTIFICATION

(AUG 2009)

K. 13 52.230-1 COST ACCOUNTING STANDARDS NOTICES AND CERTIFICATION (MAY 2012)

K. 14 52.230-7 PROPOSAL DISCLOSURE -- COST ACCOUNTING PRACTICE CHANGES (APR 2005)

K. 15 3452.209-70 CONFLICT OF INTEREST CERTIFICATION (MAY 2011)

K. 16 3452.209-71 CONFLICT OF INTEREST (MAY 2011)

K. 17 310-6 DUPLICATION OF COST (MARCH 1985)

K. 18 310-9 APPROVAL OF ACCOUNTING SYSTEM (MARCH 1985)

K. 19 310-10 GENERAL FINANCIAL AND ORGANIZATIONAL INFORMATION (APRIL 1984)

K. 20 310-16 POST EMPLOYMENT CONFLICT OF INTEREST (MARCH 1985)

SECTION L INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L. 1 52.204-7 SYSTEM FOR AWARD MANAGEMENT (JUL 2013)

L. 2 52.215-1 INSTRUCTIONS TO OFFERORS--COMPETITIVE ACQUISITION (JAN 2004)

L. 3 ADDITIONAL PROPOSAL INSTRUCTIONS

L. 4 52.215-20 IV REQUIREMENTS FOR CERTIFIED COST OR PRICING DATA AND DATA OTHER THAN CERTIFIED

COST OR PRICING DATA (OCT 2010)--ALTERNATE IV (OCT 2010)

L. 5 52.215-22 LIMITATIONS ON PASS-THROUGH CHARGES -- IDENTIFICATION OF SUBCONTRACT EFFORT (OCT

2009)

L. 6 52.216-1 TYPE OF CONTRACT (APR 1984)

L. 7 52.222-24 PREAWARD ON-SITE EQUAL OPPORTUNITY COMPLIANCE EVALUATION (FEB 1999)

L. 8 52.233-2 SERVICE OF PROTEST (SEP 2006)

L. 9 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

PAGE 7 OF 76 ED-IES-13-R-0062

L. 10 307-1 ORDER OF PRECEDENCE (SOLICITATION) (NOVEMBER 1986)

L. 11 311-4a BUSINESS PROPOSAL INSTRUCTIONS (AUG 2007)

L. 12 311-5 FORMS CLEARANCE PROCESS (MARCH 1986)

L. 13 311-6 CLARIFICATION QUESTIONS (APRIL 1998)

L. 14 311-7 PROVISION FOR EVALUATION FACTOR AMENDMENTS (MARCH 1986)

L. 15 311-9 COMMENTS ON SMALL BUSINESS REGULATORY ENFORCEMENT(JUNE 1998)

L. 16 314-1 PAST PERFORMANCE REPORT (MAR 1996)

L. 17 52.215-16 FACILITIES CAPITAL COST OF MONEY (JUN 2003)

SECTION M EVALUATION FACTORS FOR AWARD

M. 1 52.217-4 EVALUATION OF OPTIONS EXERCISED AT TIME OF CONTRACT AWARD (JUN 1988)

M. 2 52.217-5 EVALUATION OF OPTIONS (JUL 1990)

M. 3 EVALUATION FACTORS FOR AWARD

PAGE 8 OF 76 ED-IES-13-R-0062

SECTION B

SUPPLIES OR SERVICES AND PRICES/COSTS

B. 1 AVAILABILITY OF FUNDS

PAGE 9 OF 76 ED-IES-13-R-0062

The total funds currently available for payment and allotted to this contract are $TBD.

1. For the cost-reimbursement tasks:

Estimated Cost $TBD

Fixed-Fee $TBD

Total Amount Funded $TBD

2. For the fixed-price tasks, the total amount funded is $TBD.

The Government’s obligation under this contract is contingent upon the availability of appropriated funds from which payment for contract purposes can be made. No legal liability on the part of the Government for any payment may arise until funds are made available to the

Contracting Officer for this contract and until the Contractor receives notice of such availability, to be confirmed in writing by the Contracting Officer.

B. 2 LIST OF CONTRACT TASKS

PAGE 10 OF 76 ED-IES-13-R-0062

The Government contemplates award of a Hybrid contract including both fixed-price and cost reimbursement tasks from this solicitation. The fixed-price (FP) and cost-reimbursement (CR)

Tasks/Subtasks are listed respectively in Table 1 and Table 2 below.

Table 1. Fixed-Price Task/Subtasks (Tasks 1, 2, 3, 4, 5 & 6)

Task Subtask Deliverable

1 Management, Multiple Deliverables – See PWS

Panel Maintenance for HSLS:09 Second Follow-up, Multiple

Deliverables – See PWS

3 Field Test, Multiple Deliverables – See PWS

4 4.1 Sampling Specifications

4 4.3 IMCD/OMB Forms Clearance Package

4 4.3 SF-83

4 4.5 Training Materials for Full-Scale Data Collection

4 4.7 Locating/Tracing Plan

4 4.9 First Look report outline and Table shells

4 4.9 First Look report

OPTIONAL TASK 5 (FP) – Student Financial Aid Records

Collection

5 5.1 Student Financial Aid Field Test Sampling Plan

5 5.3 Keyer/coder and Field Staff Training Materials

5 5.5 Student Aid Data Field Test Report

5 5.6 Monthly Progress Reports on Full-scale Student Aid Data Collection

5 5.8 First Look Financial Aid Report Outline and Table Shells

5 5.8 First Look Financial Aid Report

OPTIONAL TASK 6 (FP) – Postsecondary Transcript Collection

6 6.1 Postsecondary Transcript Field Test Sample Specification

6 6.3 Keyer/coder and Transcript Collection Staff Training Materials for

Full-scale Data Collection

6 6.4 Transcript Quality Control Plan with Audit Process

6 6.5 Recommended Postsecondary Transcript Course Classification

Structure

6 6.7 Postsecondary Transcript Field Test Report

6 6.8 Transcript Quality Control Reports

6 6.11 First Look Report Outline and Table Shells

6 6.11 Transcript First Look Report

Table 2. Cost-Reimbursement Tasks/Subtasks (Tasks 4, 5 & 6)

Task Subtask Deliverable

4 4.2 Data Elements and Justifications

4 4.4 Final Item Wording List

PAGE 11 OF 76 ED-IES-13-R-0062

4 4.6 CAPI Executable

4 4.8 Derived variable specifications

4 4.8 Data Files

4 4.8 User Manual and Codebook

4 4.8 Electronic Codebooks (ECBs)

OPTIONAL TASK 5 (CR) – Student Financial Aid Records Collection

5 5.2 Student Aid CADE system

5 5.4 Student Aid Field Test Data File

5 5.7 Student Aid Composite Specifications

5 5.7 Student Aid Composite Imputations

5 5.7 Student Aid Data File Documentation

5 5.7

Student Aid Source Data Files for Restricted-use ECB and EDAT Source

Files

OPTIONAL TASK 6 (CR) - Postsecondary Transcript Collection

6 6.2 Guidelines for Postsecondary Transcript Collection and Coding

6 6.6 Postsecondary Transcript Field Test Data File

6 6.9 Augmentation of College Entrance Examination Scores

6 6.10 Postsecondary Transcript Composite Specifications

6 6.10 Postsecondary Transcript Weights

6 6.10 Postsecondary Transcript Data File Documentation

6 6.10

Postsecondary Transcript Source Data Files for Restricted-use ECB

Applications

B. 3 TOTAL CONTRACT VALUE

PAGE 12 OF 76 ED-IES-13-R-0062

B.1 TOTAL CONTRACT VALUE

(a) It is estimated that the total cost to the Government for full performance of this contract is

$TBD.

1. For the cost-reimbursement tasks (inclusive of optional tasks):

Estimated Cost $TBD

Fixed-Fee $TBD

Total Value $TBD

2. For the fixed-price tasks, the total fixed-price is $TBD.

PAGE 13 OF 76 ED-IES-13-R-0062

SECTION C

DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C. 1 302-2 SCOPE OF WORK (FEBRUARY 1985)

The contractor shall furnish all personnel, materials, services, and facilities necessary to perform the requirements set forth in the Statement of Work, Attachment A - Performance Work Statement .

This shall also be done in accordance with the specified General and Special Provisions and the contractor's final technical proposal, which are hereby incorporated by reference as a part of the contract.

PAGE 14 OF 76 ED-IES-13-R-0062

SECTION D

PACKAGING AND MARKING

D. 1 303-1 SHIPMENT AND MARKING (MARCH 1986)

(a) The contract number shall be placed on or adjacent to all exterior mailing or shipping labels of deliverable items called for by the contract.

(b) Ship deliverable items to:

TBA, Contracting Officer's Representative (COR), U.S. Department of Education, 1990 K Street, NW, Washington, DC, 20006

E-mail: TBA, COR's Name@ed.gov

Brenda Jefferson, Contract Specialist (CS), U.S. Department of Education, 550 12th Street, SW, 7th Floor, Washington, DC 20202-4230

E-mail: Brenda.Jefferson@ed.gov

(c) Mark deliverables for: TBA, Contracting Officer's Representative; Brenda Jefferson, CS

PAGE 15 OF 76 ED-IES-13-R-0062

SECTION E

INSPECTION AND ACCEPTANCE

E. 1 52.246-4 INSPECTION OF SERVICES--FIXED-PRICE (AUG 1996)

(Reference 52.246-4)

E. 2 52.246-5 INSPECTION OF SERVICES--COST-REIMBURSEMENT (APR 1984)

(Reference 52.246-5)

E. 3 304-1 INSPECTION AND ACCEPTANCE (FEBRUARY 1985)

Pursuant to the inspection clause, Section I, final inspection and acceptance of all contracted items shall be made by the Contracting

Officer.

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SECTION F

DELIVERIES OR PERFORMANCE

F. 1 52.242-15 STOP-WORK ORDER (AUG 1989)

(Reference 52.242-15)

F. 2 52.242-15 I STOP-WORK ORDER (AUG 1989)--ALTERNATE I (APR 1984)

(Reference 52.242-15 I)

F. 3 305-2 REPORT OF CONSULTANTS (MARCH 1986)

The contractor must maintain a written report for the files on the results of all consultations charged to this contract. This report must include, at a minimum: (1) the consultant's name, dates, hours and amount charged to the contract, (2) the names of the contractor or subcontractor staff to whom the services are provided, and (3) the results of the subject matter of the consultations.

F. 4 305-4 PERIOD OF PERFORMANCE (MARCH 1986)

The period of performance shall be from TBD to TBD , inclusive of all specified deliveries and/or task work.

F. 5 305-6 DELIVERABLES (MARCH 1986)

All deliverables shall be submitted in accordance with the kinds, quantities and dates indicated in the attached Statement of

Work.

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SECTION G

CONTRACT ADMINISTRATION DATA

G. 1 3452.201-70 CONTRACTING OFFICER`s REPRESENTATIVE (COR) (MAY 2011)

(a) The Contracting Officer`s Representative (COR) is responsible for the technical aspects of the project, technical liaison with the contractor, and any other responsibilities that are specified in the contract. These responsibilities include inspecting all deliverables, including reports, and recommending acceptance or rejection to the contracting officer.

(b) The COR is not authorized to make any commitments or otherwise obligate the Government or authorize any changes that affect the contract price, terms, or conditions. Any contractor requests for changes shall be submitted in writing directly to the contracting officer or through the COR. No such changes shall be made without the written authorization of the contracting officer.

(c) The COR`s name and contact information: TBD. The Alternate Contracting Officer's Representative (ACOR) is TBD.

(d) The COR may be changed by the Government at any time, but notification of the change, including the name and address of the successor COR, will be provided to the contractor by the contracting officer in writing.

(End of Clause)

G. 2 306-1b Invoice and Contract Financing Requests Submission - IPP (December 2013)

(a) Payments shall be rendered in accordance with the identified payment schedule(s), and any other incorporated payment clause(s), specified rates, and/or fixed price amounts.

(b) The contractor shall submit invoices electronically by means of the web-based system, Invoice Processing Platform (IPP) that can be accessed at: http://www.ipp.gov/. All submitted invoices must be accompanied by supporting documentation in accordance with the contract's terms and conditions. The supporting documentation shall be submitted in the following formats: Adobe Acrobat (pdf), Microsoft Word (doc), Pictures (jpeg), Microsoft Excel (excel), and Microsoft Outlook message (msg).

(c) Invoice Number Format - The format for the invoice shall be the contract number followed by the invoice number. The invoice number shall have no spaces, dashes, or other special characters. The invoice number cannot exceed 21 characters. Examples of acceptable invoice number formats are as follows:

Example 1, Definitive Contract:

Contract Number: ED-ABC-13-C-1234 Contractor's Invoice No.: 15897126341 IPP Invoice No.: EDABC13C1234158971263 (Note that the "-" characters were removed due to the requirement of not having special characters and the last two digits ["41"] from the contractor's invoice number were removed due to the 21 character limitation)

Example 2, Task/Delivery Order Contract:

Contract Number: ED-CDE-13-A-4567/0001 Contractor's Invoice No.: 158971263 IPP Invoice No.: EDCDE13A4567000115897 (Note that the "/" and "-" characters were removed due to the requirement of not having special characters and the last four digits ["1263"] from the contractor's invoice number were removed due to the 21 character limitation)

(d) If the Contractor has not already established an IPP account that is active, an IPP account will be automatically created on behalf of the Contractor. The automatically created IPP account will be issued to the Designated Primary Administrator, which will be the individual that has been identified in the "Accounts Receivable POC" Section of the Contractor's System for Award Management (SAM) registration located at https://www.sam.gov/portal/public/SAM/.

(e) Within ten (10) business days of the Contractor entering or updating the Accounts Receivable POC information within the Contractor's SAM registration, the Designated Primary Administrator will receive an email from the IPP Customer Support Team containing the Designated Primary Administrator's IPP username. Within 24 hours of receiving the initial email, the Designated Primary Administrator

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will receive a second email containing their IPP password. Once both emails have been received, the Designated Primary Administrator must log into IPP and complete the registration process.

(f) The Contractor's Designated Primary Administrator will be authorized to further designate other administrators under the Contractor's IPP account who may submit invoices on behalf of the Contractor.

(g) The Contractor must ensure that the "Accounts Receivable POC" Section of its SAM registration is accurate and up to date.

(h) In the event that an invoice is rejected, the contractor shall make the necessary corrections and resubmit the invoice by means of IPP. Any questions, concerns, or issues regarding the use of IPP should be directed to IPP Customer Support Team, as identified at http://www.ipp.gov/

G. 3 306-8 CONTRACT ADMINISTRATOR (FEB 1985)

The Contractor shall designate one individual to be contacted during the period of the contract for prompt contract administration.

TO BE FILLED IN AT TIME OF AWARD

G. 4 306-9 PROVISIONAL AND NEGOTIATED FINAL OVERHEAD RATES (OCTOBER 1993)

(a) Pending the establishment of final indirect cost rates, as required by the clause entitled "Allowable Cost and Payment" FAR 52.216-7, the Contractor shall be reimbursed for its indirect costs on the basis of the negotiated provisional, or billing, rates as set forth below. Those rates shall remain in effect until the contract is modified to incorporate either negotiated final indirect rates, as directed by either paragraph (d) or (f) of the same clause, as applicable, or revised provisional indirect cost rates, as explained in paragraph (e).

(b) The provisional overhead rate(s) applicable to this contract:

TO BE FILLED IN AT TIME OF AWARD

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SECTION H

SPECIAL CONTRACT REQUIREMENTS

H. 1 3452.215-70 RELEASE OF RESTRICTED DATA (MAY 2011)

(a) Offerors are hereby put on notice that regardless of their use of the legend set forth in FAR 52.215-1(e), Restriction on Disclosure and Use of Data, the Government may be required to release certain data contained in the proposal in response to a request for the data under the Freedom of Information Act (FOIA). The Government`s determination to withhold or disclose a record will be based upon the particular circumstance involving the data in question and whether the data may be exempted from disclosure under FOIA. In accordance with Executive Order 12600 and to the extent permitted by law, the Government will notify the offeror before it releases restricted data.

(b) By submitting a proposal or quotation in response to this solicitation:

(1) The offeror acknowledges that the Department may not be able to withhold or deny access to data requested pursuant to FOIA and that the Government`s FOIA officials shall make that determination;

(2) The offeror agrees that the Government is not liable for disclosure if the Department has determined that disclosure is required by FOIA;

(3) The offeror acknowledges that proposals not resulting in a contract remain subject to FOIA;

and

(4) The offeror agrees that the Government is not liable for disclosure or use of unmarked data and may use or disclose the data for any purpose, including the release of the information pursuant to requests under FOIA.

(c) Offerors are cautioned that the Government reserves the right to reject any proposal submitted with:

(1) A restrictive legend or statement differing in substance from the one required by the solicitation provision in FAR 52.215-1(e), Restriction on Disclosure and Use of Data, or

(2) A statement taking exceptions to the terms of paragraphs (a) or (b) of this provision.

(End of Provision)

H. 2 3452.216-70 ADDITIONAL COST PRINCIPLES (MAY 2011)

(a) Bid and Proposal Costs. Bid and proposal costs are the immediate costs of preparing bids, proposals, and applications for potential Federal and non-Federal grants, contracts, and other agreements, including the development of scientific, cost, and other data needed to support the bids, proposals, and applications. Bid and proposal costs of the current accounting period are allowable as indirect costs; bid and proposal costs of past accounting periods are unallowable as costs of the current period. However, if the organization`s established practice is to treat these costs by some other method, they may be accepted if they are found to be reasonable and equitable. Bid and proposal costs do not include independent research and development costs or pre-award costs.

(b) Independent research and development costs. Independent research and development is research and development that is not sponsored by Federal and non-Federal grants, contracts, or other agreements. Independent research and development shall be allocated its proportionate share of indirect costs on the same basis as the allocations of indirect costs of sponsored research and development. The costs of independent research and development, including its proportionate share of indirect costs, are unallowable.

H. 3 3452.224-70 RELEASE OF INFORMATION UNDER THE FREEDOM OF INFORMATION ACT (MAY 2011)

By entering into a contract with the Department of Education, the contractor, without regard to proprietary markings, approves the release of the entire contract and all related modifications and task orders including, but not limited to:

(1) Unit prices, including labor rates;

(2) Statements of Work/Performance Work Statements generated by the contractor;

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(3) Performance requirements, including incentives, performance standards, quality levels, and service level agreements;

(4) Reports, deliverables, and work products delivered in performance of the contract (including quality of service, performance against requirements/standards/service level agreements);

(5) Any and all information, data, software, and related documentation first provided under the contract;

(6) Proposals or portions of proposals incorporated by reference; and

(7) Other terms and conditions.

H. 4 3452.227-70 PUBLICATION AND PUBLICITY (MAY 2011)

(a) Unless otherwise specified in this contract, the contractor is encouraged to publish and otherwise promote the results of its work under this contract. A copy of each article or work submitted by the contractor for publication shall be promptly sent to the contracting officer`s representative. The contractor shall also inform the representative when the article or work is published and furnish a copy in the published form.

(b) The contractor shall acknowledge the support of the Department of Education in publicizing the work under this contract in any medium. This acknowledgement shall read substantially as follows:

"This project has been funded at least in part with Federal funds from the U.S. Department of Education under contract number TBA. The content of this publication does not necessarily reflect the views or policies of the U.S. Department of Education nor does mention of trade names, commercial products, or organizations imply endorsement by the U.S. Government."

H. 5 3452.227-71 ADVERTISING OF AWARDS (MAY 2011)

The contractor agrees not to refer to awards issued by, or products or services delivered to, the Department of Education in commercial advertising in such a manner as to state or imply that the product or service provided is endorsed by the Federal government or is considered by the Federal government to be superior to other products or services.

H. 6 3452.227-72 USE AND NON-DISCLOSURE AGREEMENT (MAY 2011)

(a) Except as provided in paragraph (b) of this clause, proprietary data, technical data, or computer software delivered to the Government with restrictions on use, modification, reproduction, release, performance, display, or disclosure may not be provided to third parties unless the intended recipient completes and signs the use and non-disclosure agreement in paragraph (c) of this clause prior to release or disclosure of the data.

(1) The specific conditions under which an intended recipient will be authorized to use, modify, reproduce, release, perform, display, or disclose proprietary data or technical data subject to limited rights, or computer software subject to restricted rights must be stipulated in an attachment to the use and non-disclosure agreement.

(2) For an intended release, disclosure, or authorized use of proprietary data, technical data, or computer software subject to special license rights, modify paragraph (c)(1)(iv) of this clause to enter the conditions, consistent with the license requirements, governing the recipient`s obligations regarding use, modification, reproduction, release, performance, display, or disclosure of the data or software.

(b) The requirement for use and non-disclosure agreements does not apply to Government contractors that require access to a third party`s data or software for the performance of a Government contract that contains the 3452.227-73 clause, Limitations on the use or disclosure of Government-furnished information marked with restrictive legends.

(c) The prescribed use and non-disclosure agreement is:

Use and Non-Disclosure Agreement

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The undersigned, ___________________, an authorized representative of the ____________________, (which is hereinafter referred to as the "recipient") requests the Government to provide the recipient with proprietary data, technical data, or computer software (hereinafter referred to as "data") in which the Government`s use, modification, reproduction, release, performance, display, or disclosure rights are restricted. Those data are identified in an attachment to this agreement.

In consideration for receiving such data, the recipient agrees to use the data strictly in accordance with this agreement.

(1) The recipient shall--

(i) Use, modify, reproduce, release, perform, display, or disclose data marked with Small Business Innovative Research (SBIR) data rights legends only for government purposes and shall not do so for any commercial purpose. The recipient shall not release, perform, display, or disclose these data, without the express written permission of the contractor whose name appears in the restrictive legend (the contractor), to any person other than its subcontractors or suppliers, or prospective subcontractors or suppliers, who require these data to submit offers for, or perform, contracts with the recipient. The recipient shall require its subcontractors or suppliers, or prospective subcontractors or suppliers, to sign a use and non-disclosure agreement prior to disclosing or releasing these data to such persons. Such an agreement must be consistent with the terms of this agreement.

(ii) Use, modify, reproduce, release, perform, display, or disclose proprietary data or technical data marked with limited rights legends only as specified in the attachment to this agreement. Release, performance, display, or disclosure to other persons is not authorized unless specified in the attachment to this agreement or expressly permitted in writing by the contractor.

(iii) Use computer software marked with restricted rights legends only in performance of contract number ____________. The recipient shall not, for example, enhance, decompile, disassemble, or reverse engineer the software; time share; or use a computer program with more than one computer at a time. The recipient may not release, perform, display, or disclose such software to others unless expressly permitted in writing by the licensor whose name appears in the restrictive legend.

(iv) Use, modify, reproduce, release, perform, display, or disclose data marked with special license rights legends [To be completed by the contracting officer. See paragraph (a)(2) of this clause. Omit if none of the data requested is marked with special license rights legends].

(2) The recipient agrees to adopt or establish operating procedures and physical security measures designed to protect these data from inadvertent release or disclosure to unauthorized third parties.

(3) The recipient agrees to accept these data "as is" without any Government representation as to suitability for intended use or warranty whatsoever. This disclaimer does not affect any obligation the Government may have regarding data specified in a contract for the performance of that contract.

(4) The recipient may enter into any agreement directly with the contractor with respect to the use, modification, reproduction, release, performance, display, or disclosure of these data.

(5) The recipient agrees to indemnify and hold harmless the Government, its agents, and employees from every claim or liability, including attorneys fees, court costs, and expenses arising out of, or in any way related to, the misuse or unauthorized modification, reproduction, release, performance, display, or disclosure of data received from the Government with restrictive legends by the recipient or any person to whom the recipient has released or disclosed the data.

(6) The recipient is executing this agreement for the benefit of the contractor. The contractor is a third party beneficiary of this agreement who, in addition to any other rights it may have, is intended to have the rights of direct action against the recipient or any other person to whom the recipient has released or disclosed the data, to seek damages from any breach of this agreement, or to otherwise enforce this agreement.

(7) The recipient agrees to destroy these data, and all copies of the data in its possession, no later than 30 days after the date shown in paragraph (8) of this agreement, to have all persons to whom it released the data do so by that date, and to notify the contractor that the data have been destroyed.

(8) This agreement shall be effective for the period commencing with the recipient`s execution of this agreement and ending upon __________. The obligations imposed by this agreement shall survive the expiration or termination of the agreement.

Recipient`s Business Name

Authorized Representative

Date

Representative`s Typed Name and Title

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H. 7 3452.228-70 REQUIRED INSURANCE (MAY 2011)

(a) The contractor shall procure and maintain such insurance as required by law or regulation, including but not limited to the requirements of FAR Subpart 28.3. Prior written approval of the contracting officer shall be required with respect to any insurance policy, the premiums for which the contractor proposes to treat as a direct cost under this contract, and with respect to any proposed qualified program of self-insurance. The terms of any other insurance policy shall be submitted to the contracting officer for approval upon request.

(b) Unless otherwise authorized in writing by the contracting officer, the contractor shall not procure or maintain for its own protection any insurance covering loss or destruction of, or damage to, Government property.

H. 8 3452.237-71 OBSERVANCE OF ADMINISTRATIVE CLOSURES (MAY 2011)

(a) The contract schedule identifies all Federal holidays that are observed under this contract.

Contractor performance is required under this contract at all other times, and compensated absences are not extended due to administrative closures of Government facilities and operations due to inclement weather, Presidential decree, or other administrative issuances where Government personnel receive early dismissal instructions.

(b) In cases of contract performance at a Government facility when the facility is closed, the vendor may arrange for performance to continue during the closure at the contractor`s site, if appropriate.

H. 9 3452.239-72 DEPARTMENT SECURITY REQUIREMENTS (MAY 2011)

(a) The contractor and its subcontractors shall comply with Department security policy requirements as set forth in the "Bidder`s Security Package: Security Requirements for Contractors Doing Business with the Department of Education" at www.ed.gov/fund/contract/about/bsp.html.

(b) The following are the contractor employee positions required under this contract and their designated risk levels:

High Risk (HR): N/A Moderate Risk (MR): Project Director; Associate Project Director; Task Leaders; Statisticians;

Analysts: Education Analyst,Programmer/Analyst and Research Education Analyst; Technical: Research Programmer/analyst, Senior Data Collection Advisor, Survey Methodologist, Survey Specialist, Tracing Manager, Web Application Developer, and Web/CATI Manager Technical (program and system support);

Analysts Low Risk (LR): Analyst: Editor/Writer; Project Administrative Specialist, Financial Analyst, Administrative Assistant, and Administrative Support Supervisor

(c) All contractor employees must undergo personnel security screening if they will be employed for 30 days or more, in accordance with Departmental Directive OM:5-101, "Contractor Employee Personnel Security Screenings." The type of screening and the timing of the screening will depend upon the nature of the contractor position, the type of data to be accessed, and the type of information technology (IT) system access required. Personnel security screenings will be commensurate with the risk and magnitude of harm the individual could cause.

(d) The contractor shall--

(1) Ensure that all non-U.S. citizen contractor employees are lawful permanent residents of the United States or have appropriate work authorization documents as required by the Department of Homeland Security, Bureau of Immigration and Appeals, to work in the United States.

(2) Ensure that no employees are assigned to high risk designated positions prior to a completed preliminary screening.

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(3) Submit all required personnel security forms to the contracting officer`s representative (COR) within 24 hours of an assignment to a Department contract and ensure that the forms are complete.

(4) Ensure that no contractor employee is placed in a higher risk position than that for which he or she was previously approved, without the approval of the contracting officer or the COR, the Department personnel security officer, and the Department computer security officer.

(5) Ensure that all contractor employees occupying high-risk designated positions submit forms for reinvestigation every five years for the duration of the contract or if there is a break in service to a Department contract of 365 days or more.

(6) Report to the COR all instances of individuals seeking to obtain unauthorized access to any departmental IT system, or sensitive but unclassified and/or Privacy Act protected information.

(7) Report to the COR any information that raises an issue as to whether a contractor employee`s eligibility for continued employment or access to Department IT systems, or sensitive but unclassified and/or Privacy Act protected information, promotes the efficiency of the service or violates the public trust.

(8) Withdraw from consideration under the contract any employee receiving an unfavorable adjudication determination.

(9) Officially notify each contractor employee if he or she will no longer work on a Department contract.

(10) Abide by the requirements in Departmental Directive OM:5-101, "Contractor Employee Personnel Security Screenings."

(e) Further information including definitions of terms used in this clause and a list of required investigative forms for each risk designation are contained in Departmental Directive OM:5-101, "Contractor Employee Personnel Security Screenings" available at the Web site listed in the first paragraph of this clause.

(f) Failure to comply with the contractor personnel security requirements may result in a termination of the contract for default.

H. 10 3452.243-70 KEY PERSONNEL (MAY 2011)

(a) The personnel designated as key personnel in this contract are considered to be essential to the work being performed hereunder. Prior to diverting any of the specified individuals to other programs, or otherwise substituting any other personnel for specified personnel, the contractor shall notify the contracting officer reasonably in advance and shall submit justification (including proposed substitutions) in sufficient detail to permit evaluation of the impact on the contract effort. No diversion or substitution shall be made by the contractor without written consent of the contracting officer; provided, that the contracting officer may ratify a diversion or substitution in writing and that ratification shall constitute the consent of the contracting officer required by this clause. The contract shall be modified to reflect the addition or deletion of key personnel.

(b) The following personnel have been identified as Key Personnel in the performance of this contract:

Labor Category Name Project Director; Associate Project Director; Senior Task Leaders - Names TBA

H. 11 3452.247-70 FOREIGN TRAVEL (MAY 2011)

Foreign travel shall not be undertaken without the prior written approval of the contracting officer. As used in this clause, foreign travel means travel outside the Continental United States, as defined in the Federal Travel Regulation. Travel to non-foreign areas (including the States of Alaska and Hawaii, the Commonwealths of Puerto Rico, Guam and the Northern Mariana Islands and the territories and possessions of the United States) is considered "foreign travel" for the purposes of this clause.

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H. 12 31.205.70 FOOD COSTS

No food may be provided under this contract or in association with this contract unless consent is provided below. The cost of food under this contract is unallowable unless the contractor receives written consent from the Contracting Officer prior to the incurrence of the cost. If the contractor wishes to be reimbursed for a food cost, it must make a request in writing at least 21 days prior to the day that costs would be incurred. The contractor shall include in its request the following:

the purpose of the event at which the food will be served, why the food is integral to fulfill a government requirement in the contract, and the proposed costs. The lack of a timely response from the Contracting Officer shall not constitute constructive acceptance of the allowability of the proposed charge. Consent is hereby given to the contractor to - not applicable; food costs are not authorized .

H. 13 31.205.71 TRAVEL COSTS

No invitational travel (defined as: Official government travel conducted by a non-federal employee in order to provide a #direct service# [i.e. presenting on a topic, serving as a facilitator, serving on a Federal Advisory Committee Act, or advising in an area of expertise] to the government) may be provided under this contract or in association with this contract unless consent is provided below. The cost of invitational travel under this contract is unallowable unless the contractor receives written consent from the Contracting Officer prior to the incurrence of the cost. If the contractor wishes to be reimbursed for a cost related to invitational travel, it must make a request in writing at least 21 days prior to the day that costs would be incurred. The contractor shall include in its request the following: why the invitational travel cost is integral to fulfill a government requirement in the contract, and the proposed cost that must be in accordance with federal travel regulations . The lack of a timely response from the Contracting Officer shall not constitute constructive acceptance of the allowability of the proposed charge. Consent is hereby given to the contractor to TBD.

H. 14 301-20 PROHIBITION OF DISCRIMINATION…