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1 | P a g e

FEDERAL BUREAU OF INVESTIGATION

FINANCE DIVISION | PROCUREMENT SECTION

FBI SUBJECT MATTER EXPERTS (FBISME)

Part I – The Schedule

Section B – Services and Prices

BASE CLIN Labor Category Labor Hour Rate

0001 Subject Matter Expert – Level I - CONUS

0001A Subject Matter Expert – Level I - OCONUS

0002 Subject Matter Expert – Level II - CONUS

0002A Subject Matter Expert – Level II - OCONUS

0003 Subject Matter Expert – Level III- CONUS

0003A Subject Matter Expert – Level III - OCONUS

0004 Subject Matter Expert – Level IV- CONUS

0004A Subject Matter Expert – Level IV - OCONUS

0005 Subject Matter Expert – Level V- CONUS

0005A Subject Matter Expert – Level V - OCONUS

0006 Travel/Other Direct Costs TBD

OPTION YEAR 1 Labor Category Labor Hour Rate

1001 Subject Matter Expert – Level I - CONUS

1001A Subject Matter Expert – Level I - OCONUS

1002 Subject Matter Expert – Level II - CONUS

1002A Subject Matter Expert – Level II - OCONUS

1003 Subject Matter Expert – Level III- CONUS

1003A Subject Matter Expert – Level III - OCONUS

1004 Subject Matter Expert – Level IV- CONUS

1004A Subject Matter Expert – Level IV - OCONUS

1005 Subject Matter Expert – Level V- CONUS

1005A Subject Matter Expert – Level V - OCONUS

1006 Travel/Other Direct Costs TBD

2 | P a g e

OPTION YEAR 2 Labor Category Labor Hour Rate

2001 Subject Matter Expert – Level I - CONUS

2001A Subject Matter Expert – Level I - OCONUS

2002 Subject Matter Expert – Level II - CONUS

2002A Subject Matter Expert – Level II - OCONUS

2003 Subject Matter Expert – Level III- CONUS

2003A Subject Matter Expert – Level III - OCONUS

2004 Subject Matter Expert – Level IV- CONUS

2004A Subject Matter Expert – Level IV - OCONUS

2005 Subject Matter Expert – Level V- CONUS

20005A Subject Matter Expert – Level V - OCONUS

2006 Travel/Other Direct Costs TBD

OPTION YEAR 3 Labor Category Labor Hour Rate

3001 Subject Matter Expert – Level I - CONUS

3001A Subject Matter Expert – Level I - OCONUS

3002 Subject Matter Expert – Level II - CONUS

3002A Subject Matter Expert – Level II - OCONUS

3003 Subject Matter Expert – Level III- CONUS

3003A Subject Matter Expert – Level III - OCONUS

3004 Subject Matter Expert – Level IV- CONUS

3004A Subject Matter Expert – Level IV - OCONUS

3005 Subject Matter Expert – Level V- CONUS

3005A Subject Matter Expert – Level V - OCONUS

3006 Travel/Other Direct Costs TBD

OPTION YEAR 4 Labor Category Labor Hour Rate

4001 Subject Matter Expert – Level I - CONUS

4001A Subject Matter Expert – Level I - OCONUS

4002 Subject Matter Expert – Level II - CONUS

4002A Subject Matter Expert – Level II - OCONUS

4003 Subject Matter Expert – Level III- CONUS

4003A Subject Matter Expert – Level III - OCONUS

3 | P a g e

4004 Subject Matter Expert – Level IV- CONUS

4004A Subject Matter Expert – Level IV - OCONUS

4005 Subject Matter Expert – Level V- CONUS

4005A Subject Matter Expert – Level V - OCONUS

4006 Travel/Other Direct Costs TBD

CONTRACT TYPE: FIRM FIXED PRICE (FEB 1997)

The contract type will be specified in the task order requests. Program requirements with consistent and firm hours can be priced as firm fixed.

Applicable to following Line Items: 0001/A, 0002/A, 0003/A, 0004/A, 0005/A

Applies to Firm-Fixed-Price CLIN(s) only.

CONTRACT TYPE: TIME-AND-MATERIALS (FEB 1997) (TAILORED)

(a) The Contractor shall furnish at the hourly rates stated in Attachment L-3 and L-4, all necessary and qualified personnel, managing and directing the same to complete CLIN(s) CLIN(s) 0001/A, 0002/A, 0003/A, 0004/A, 0005/A within the performance period specified in Section F. In performance of these CLIN(s), Contractor shall be reimbursed for direct labor (exclusive of any work performed in an unpaid overtime status) at the hourly rates listed below for the identified labor categories.

CATEGORIES HOURLY RATE

Hours as specified in task orders and rates IAW Attachment L-3 and L-4.

(b) For the purposes of the clause of this contract entitled "Payments Under Time-and-Material and

Labor-Hour Contracts", the total ceiling price of the CLIN(s) specified in paragraph (a) above is

$100,000,000 in task orders.

Applies to Time-and-Materials CLIN(s) only (0001/A, 0002/A, 0003/A, 0004/A, 0005/A).

INDEFINITE QUANTITY (DEC 2005) (TAILORED)

This is an Indefinite Quantity contract as contemplated by FAR 16.504. The total scope of the technical tasks for which orders may be issued is set forth in Section C. The maximum dollar amount the Government may order under this contract is $100,000,000; the minimum amount is

$10,000,000.

ORDERING PROCEDURES (DEC 2005) (TAILORED)

(a) Task Orders will be solicited by a Procuring Contracting Officer in accordance with Section C.9.

However, the following procedures shall be used for negotiation and award of orders.

(1) The Contracting Officer will provide the Contractor with a copy of the Task Order Statement of

Work (TO SOW) and other documents for each proposed Order which will include a description of

4 | P a g e work to be performed, description of products required, and desired completion date(s). The FBI may request an oral presentation with a written price proposal.

(2) The Contractor shall then: (i) submit to the Contracting Officer a brief technical discussion describing how the work will be performed; (ii) submit a price proposal identifying labor categories and number of hours within each category required for the performance of the proposed work; (iii) identify and provide rationale for all non-labor cost elements required for performance; and (iv) resumes.

(3) Upon receipt of the proposal, the Contracting Officer will analyze the proposal and, if acceptable, issue an Order authoring the Contractor to commence performance, or if the proposal is not fully acceptable as offered, negotiations shall be conducted prior to issuance of any Order. In the event issues pertaining to a proposed work cannot be resolved to the satisfaction of the Contracting Officer, the Contracting Officer reserves the right to withdraw and cancel the proposed work. In such event, the Contractor shall be notified, via letter, of the Contracting Officer's decision. This decision shall be final and conclusive and shall not be subject to the Disputes clause or the Contract Disputes Act.

(b) The Contractor is not authorized to commence performance prior to issuance of the Order by the

Contracting Officer.

5 | P a g e

Section C – Description/Specifications/Statement of Work

C.1 BACKGROUND

The Federal Bureau of Investigation (FBI) has dramatically increased the amount of resources dedicated to intelligence, counterintelligence, counterterrorism, criminal investigations, and other areas of operational support to meet the mission of the FBI since the attacks of September 11, 2001.

The need for specialized personnel with FBI-specific and/or Law Enforcement (LE)/Intelligence

Community (IC) knowledge is a result of the shortage in government staffing and the requirement for experienced personnel in specialized areas. With four operational branches and a few un-branched divisions, the FBI manages a significant number of programs that vary in scope and complexity to support its mission. These programs include a wide range of daily support services. The FBI is seeking Subject Matter Experts (SMEs) at varying levels of experience and demonstrated areas of operational intelligence expertise to assist with the support and operation of the various programs and projects. The distinct and specialized SMEs will supplement the FBI government staff and enhance the Bureau’s ability to perform its mission overall.

This requirement was awarded first in 2010 to SAVA Workforce Solutions, LLC. To date, the value of task orders awarded under this IDIQ is over $70 million.

C.2 OBJECTIVE

The objective of this acquisition is to establish a single award contract vehicle (due to the limited pool of eligible SMEs in the LE/IC areas) to provide SME contractor personnel with as high as Top

Secret (TS) with Sensitive Compartmented Information (SCI) eligibility clearances in response to task order (TO) specific tasks as a means of enhancing the FBI’s ability to perform its mission related requirements. The SMEs experience and background herein are those that are not typically available on the commercial market.

C.3 SCOPE

The contractor shall have the ability to recruit, retain, and replace operational SMEs with a wide range of LE/IC backgrounds to fulfill TO requests of varying scope and complexity from the FBI branches described herein. The SMEs will perform a wide range of daily support services to the operational programs such as, but not limited to, providing consultation, data collection and analysis, intelligence interviewing, training, and assisting with project implementation and management, and policy and program development.

The FBI branches and divisions requiring SME services and eligible for task order requests under this contract vehicle are listed below. The FBI’s organizational structure is subject to change during the life of this contract. Provided the changes in structure fall within the scope of the FBI’s operational mission and this contract vehicle, the branch and/or associated division is eligible for a task order request.

6 | P a g e

1) Intelligence Branch (IB) and associated divisions: The mission of the IB is to collect, analyze, and disseminate actionable intelligence for internal and external customers. The

IB drives collaboration to achieve the full integration of intelligence and operations and proactively engages with the FBI's partners across the intelligence and law enforcement communities.

a. Directorate of Intelligence (DI): The DI provides strategic direction, oversight, and support to the FBI’s Intelligence Program.

2) National Security Branch (NSB) and associated divisions: The mission of the NSB is to deter, detect, disrupt, dismantle, and defeat national security threats to the United

States and its interests.

a. Counterterrorism Division (CTD): CTD’s mission is to lead law enforcement and domestic intelligence efforts to defeat terrorism.

b. Counterintelligence Division (CD): CD’s mission is to protect the United

States by defeating foreign intelligence services (FIS) and eliminating the capabilities of foreign-sponsored adversaries through the use of intelligence.

c. Weapons of Mass Destruction Directorate (WMDD): WMDD ensures an effective national approach to preventing and responding to the WMD threat by unifying counter-WMD initiatives, intelligence collection, operational response and investigations within a single leadership structure. WMDD integrates and links all of the necessary counterterrorism, intelligence, counterintelligence, and scientific & technological components to accomplish the FBI's overall WMD mission.

d. Terrorist Screening Center (TSC): TSC’s mission is to consolidate the

Government’s approach to terrorism screening and provide for the appropriate and lawful use of Terrorist Information in screening processes while protecting privacy and safeguarding civil liberties.

e. High-Value Detainee Interrogation Group (HIG): Through the interrogation of high-value terrorist suspects, the HIG provides impactful Intelligence at the core of the war against terrorism; successfully leverages the resources of the US government to gain valuable information; provides unique insight into world-wide Intelligence problems; and fills crucial Intelligence gaps.

3) Criminal, Cyber, Response and Services Branch (CCRSB) and associated divisions:

The mission of CCRSB is to defeat national security threats and high impact criminal activity, support the rule of law through core investigations and critical response, and empower law enforcement and Intelligence Community partners to collectivity defeat adversaries.

a. Criminal Investigative Division (CID): CID coordinates, manages and directs investigative programs focused on financial crime, violent crime, organized crime, public corruption, violation of individual civil rights, drug related crime, and informant matters associated with these investigative areas.

b. Cyber Division (CyD): CyD applies the highest level of technical capability and investigative expertise toward combating cyber-based intrusions targeting U.S.

7 | P a g e national security, critical infrastructure and the economy; including terrorist acts, hostile foreign intelligence operations conducted over the Internet, and cyber crime.

c. Critical Incident Response Group (CIRG): CIRG facilitates the FBI's rapid response to, and the management of, crisis incidents.

d. International Operations Division (IOD): IOD fosters strategic partnerships with foreign law enforcement, intelligence, and security services as well as other

FBI divisions and other government agencies by sharing knowledge, experience, capabilities, and exploring joint operational opportunities.

4) Science and Technology Branch (STB) and associated divisions: The mission of STB is to support the FBI mission by discovering, developing, and delivering innovative science and technology capabilities that enhance intelligence and investigative activities.

a. Operational Technology Division (OTD): OTD delivers technology-based solutions which enable and enhance the FBI’s intelligence, national security, and law enforcement operations.

b. Laboratory Division (LD): LD applies scientific capabilities and technical services to the collection, processing, and exploitation of evidence for the FBI and other duly constituted law enforcement and intelligence agencies in support of investigative and intelligence priorities.

c. Criminal Justice Information Services Divisions (CJIS): CJIS equips law enforcement, national security, and intelligence community partners with the criminal justice information they need to protect the United States while preserving civil liberties.

5) Inspection Division: The Office of Inspections is responsible for inspecting FBI investigative, financial, and administrative programs to ensure their economic value and effective compliance with objectives, governing laws, rules, regulations, and policies.

a. Insider Threat Center (InTC): InTC is the FBI's central strategic coordinating component for all internal and external insider threat issues. InTC conducts data analytics to identify emerging insider threats and trends.

6) Internal Policy Office (IPO): IPO centrally manages the coordination, review, approval, publication, and promulgation of FBI policy

8 | P a g e

C.4 SUBJECT MATTER EXPERT LABOR CATEGORIES

As per task order specifications, the contractor shall be able to recruit, retain, and replace contractor personnel meeting the following labor category specifications:

CLIN 0001 Subject Matter Expert I

Education: B.A. or B.S. degree or equivalent experience in a related field. Have or be able to obtain a security clearance at the TS/SCI level.

General Experience: Must have 6 years of experience in the required subject field, including 4 years of specialized experience. Additional education may be substituted for years of experience.

Specialized Experience: At least 4 years specific technical experience directly related to the required area of expertise within the law enforcement community, intelligence community or other related Government Agency.

Duties: Provides support in gathering, analysis, evaluation and the preparation of recommendations for program improvements, organizational process changes, optimization, development, and/or administration efforts in any of the following specialties: intelligence analysis and/or law enforcement analysis. Conducts comprehensive related research on applications and intelligence related automation to support analytical efforts. Compare and contrast information from different sources. Prepares, produces, and disseminates both scheduled and unscheduled general intelligence products, such as: briefings, studies, estimates, and assessments memoranda. Provides technical assistance for other project team members. Promotes and coordinates, where applicable, the sharing of organized criminal intelligence and criminal investigations with FBI when there is a nexus to the U.S. Identifies resource requirements and shortfalls to supervisor. Represents activity in working groups and committees as substantive authority in subject area.

CLIN 0002 Subject Matter Expert II

Education: B.A. or B.S. degree or equivalent experience in a related field. Have or be able to obtain a security clearance at the TS/SCI level.

General Experience: Must have 10 years of experience in the required subject field, including 6 years of specialized experience. Additional education may be substituted for years of experience.

Specialized Experience: At least 6 years practical technical experience directly related to the required area of expertise within the law enforcement community, intelligence community or other related Government Agency.

9 | P a g e

Duties: Demonstrates expertise in a variety of the field’s concepts, practices, and procedures.

Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks, some of high complexity with minimal supervision. Skilled in developing scenarios for analyzing requirements and solutions. Works with end user groups to evaluate and solve technical problems. Coordinates and manages the preparation of gathering information, analysis, evaluations, and recommendations for proper implementation of programs in any of the following specialties: intelligence analysis and law enforcement analysis. Defines critical intelligence topics and initiate comprehensive or unique research efforts on topics as related to extensive or speculative analytical projects. Oversees requirements for new databases and information services, and develop new research methodologies. Assists in meeting the overall analytical objectives in relation to existing or proposed policy and identifies required analytical resources. Performs planning in support of existing and projected organizational mission requirements. Makes assessments as to overall resource capability to answer existing/projected requirements, and identifies resource shortfalls. Assists in the development of Intelligence policy for collection management techniques and governing internal and external information sharing among member of the intelligence community.

CLIN 0003 Subject Matter Expert III

Education: B.A. or B.S. degree or equivalent experience in a related field. May require an advanced degree in the area of specialty. Have or be able to obtain a security clearance at the

TS/SCI level.

General Experience: At least 12 years of experience in the required subject field, including

8 years of specialized experience. Additional education may be substituted for years of experience.

Specialized Experience: At least 8 years practical technical experience directly related to the required area of expertise within the law enforcement community, intelligence community or other related Government Agency.

Duties: May provide consultation on complex projects. Typically coordinates and manages the preparation of gathering information, analysis, evaluations, and recommendations for proper implementation of programs. Demonstrates expertise in a variety of the field’s concepts, practices, processes, functions and procedures to best meet the organizations best practice standards. Possesses comprehensive content knowledge in subject area, including familiarity with current theories, practical applications and organizational standards. A wide degree of creativity and latitude is expected. Assists in planning and directing an organization’s strategic and long-range goals. Works with Government client to lead and identify key competitive intelligence requirements. Advises research methods and work approaches with revisions as appropriate. Analyzes information from sources, assess the value of those sources, and initiate new analytical contacts to enhance mission effectiveness.

Identify, plan, and advise on all analysis activities, including support of all activities

10 | P a g e performed by Level I and Level II SME support staff as necessary. Ensures application of

‘best in class’ competitive intelligence methodologies to address industry issues. Serves as the key source for consultation on intelligence and law enforcement analytical issues.

CLIN 0004 Subject Matter Expert IV

Education: B.A. or B.S. degree or equivalent experience in a related field. May require an advanced degree in the area of specialty and/or on the job training and 16-18 years experience in the field or in a related area. Have or be able to obtain a security clearance at the TS/SCI level.

General Experience: At least 15 years of experience in the required subject field, including

10 years of specialized experience. Additional education may be substituted for years of experience.

Specialized Experience: At least 10 years practical technical experience directly related to the required area of expertise within the law enforcement community, intelligence community or other related Government Agency.

Duties: Defines critical intelligence topics for senior government personnel and initiates comprehensive or unique research efforts on topics as related to extensive or speculative analytical projects. Assists in the management of requirements for new databases and information services, and develop new research methodologies. Coordinates and provides consultation in the preparation of gathering information, analysis, evaluations, and recommendations for proper implementation of programs in any of the following specialties:

intelligence analysis and law enforcement analysis. Provides functional and/or subject matter expertise to assess the organizational, operational functional baseline for law enforcement, security and intelligence clients. Assists in the oversight and assessment of high level projects and responds to client feedback. Works with senior government officials and executives to provide vision and strategic direction with regard to their requirements. Identifies intelligence gaps and initiate development of comprehensive collection plans to address these gaps. Serves as a consultant to a wide range of senior professionals and practitioners in intelligence collection activities. May provide consultation and analysis on complex projects.

Works with end user groups to evaluate and solve technical problems. Participates in high level strategy sessions, strategic assessments and reviews to validate technical approach to projects. Assists in the development of Intelligence policy for collection management techniques and governing internal and external information sharing among member of the intelligence community. Provides expert consulting and advisory expertise in the areas of organizational and vulnerability assessments, intelligence and threat analysis, and resolution of highly complex projects and problems.

11 | P a g e

CLIN 0005 Subject Matter Expert V

Education: B.A. or B.S. degree or equivalent experience in a related field. May require an advanced degree in the area of specialty and/or on the job training and 20-22 years experience in the field or in a related area. Have or be able to attain a security clearance at the

TS/SCI level.

General Experience: At least 20 years of experience in the required subject field, including

15 years of specialized experience. Additional education may be substituted for years of experience.

Specialized Experience: At least 15 years practical technical experience directly related to the required area of expertise within the law enforcement community, intelligence community or other related Government Agency.

Duties: Exhibits an exceptional degree of ingenuity, creativity and resourcefulness and applies and/or develops highly advanced technical solutions, law enforcement and/or intelligence principles, theories, advanced training and concepts. Assists in the development of Intelligence policy for collection management techniques and governing internal and external information sharing among member of the intelligence community. Serves as an expert within the field and as a consultant to top management and executives in long range planning or projected areas of technical research and advancement. May provide consultation on complex projects and is considered to be the top level contributor/specialist. May serve as the lead technical point of contact. Identifies intelligence gaps and initiate development of comprehensive collection plans to address these gaps. Defines critical intelligence topics and initiates comprehensive or unique research efforts on topics as related to extensive or speculative analytical projects. Provides senior level consulting for the development of new intelligence databases, information gathering techniques and information services. Develops new research methodologies and provides technical direction. Works with end user groups to evaluate and solve technical problems. Coordinates and manages the preparation of gathering information, analysis, evaluations, and recommendations for proper implementation of programs in any of the following specialties: intelligence analysis and law enforcement analysis. Provides meaningful insight for senior personnel for significant impact and achievement of operational and strategic goals and objectives for the program.

12 | P a g e

C.5 STAFFING AND PERSONNEL CHANGES

The contractor shall align itself to support this contract’s scope with an efficient mix of personnel with a combination of experience and technical expertise related to the scope of the FBI’s branches and divisions identified herein. The contractor shall be able to provide an adaptable, flexible team of personnel that is suited to accomplish both planned and emergent tasks. Emphasis shall be placed on a team structure that also maximizes productivity, efficiency, and accountability within the government. The contractor must execute the scope of work in a manner that provides for high quality, timely, and well-integrated support services while incorporating the proper mix of personnel and demonstrating the most effective use of said personnel.

Upon contract award, the contractor shall confirm and/or provide updated TO SME resumes meeting the experience and expertise requirements to the Contracting Officer’s Representative (COR)/Task

Lead (TL) within 10 business days.

Following contract award, for any new TOs that were not included in the original RFP, the contractor shall provide SME resumes meeting the experience and expertise requirements of the TO to the

COR/TL for review within 30 calendar days.

In any circumstance of a TO requiring a SME replacement to fill a vacancy, the contractor shall provide SME resumes meeting the experience and expertise requirements of the TO to the COR/TL for review within 30 calendar days. The new SME’s qualifications shall be equal to or better than the qualifications of the SME being replaced or equal to or better than the core capabilities for the specific SME category identified in section C.4 and the requirements of the task order.

In all staffing circumstances, the COR/TL has the final determination regarding whether to accept or reject the SME personnel. The contractor shall have the COR/TL’s approval before beginning the

SME on-boarding process to fill the task order position in question. In addition, the FBI reserves the right to terminate a SME based upon performance, qualification or other requirements specific to the project, as determined solely by the FBI.

In the event of a change in SME personnel on an FBI task order due to resignation, termination, or reassignment, the contractor shall notify the FBI immediately. If this notification occurs via telephone, within written confirmation is required within 24 hours of the initial phone notification.

The contractor shall coordinate with the COR/TL no later than 24 hours prior regarding any change in access requirements for its employees due to name changes, resignations, terminations, or reassignments by providing the following information: Full Name, Social Security Number, Effective

Date, Reason for Change.

13 | P a g e

C.6 MANAGEMENT

At no additional cost, the contractor shall provide a primary point of contact (POC) for the management of this contract vehicle. This POC shall be responsible for performing or coordinating the following tasks:

1) Receiving and responding to new task order requests

2) Receiving and responding to task order related issues – both administrative and personnel

3) Submitting the monthly master contract deliverables identified in Section F

4) Tracking task orders and values for the life of the contract

5) Coordination with the COR/TL on FBI security access processes for SMEs

6) Responding to CO’s accrual requests on a quarterly basis for identified task orders

7) Other contract administration tasks as required by the government or contractor for effective management, communication, and transparency with regard to master contract and related task orders

C.8 QUALITY ASSURANCE

For each TO, as specified in the TO SOW, the contractor shall develop and submit a Quality

Assurance Surveillance Plan (QASP) which outlines the performance standards, surveillance methods, metrics and penalties/rewards. The following shall be included in the QASP.

The following four criteria will be used to assess the quality of tasks performed and deliverables submitted in this task order:

The contractor’s overall performance on this task order as well as staffing and replacing personnel.

The Contractor response to urgent communications within 1 hour 90% of the time.

The Contractor response to routine communications within 8 hours 90% of the time.

The Contractor’s submission of deliverables in a timely manner and corrections required by the government on written documents within 10 working days.

C.9 TASK ORDER REQUESTS AND RESPONSES

The contractor shall reference the ordering procedures detailed in Section B of this contract in response to task order requests. The CO, or its designee, is the only authorized individual to submit task order requests under this contract vehicle. The contractor shall not begin work on a task order until it has received written authorization from the CO and/or a funding document authorizing the task order work to commence.

The contractor’s task order response shall include three submissions:

1) Technical proposal, to include resumes

2) Quality Assurance Surveillance Plan

3) Price proposal

14 | P a g e

Section D – Packaging and Marking

The terms and conditions in Section D are applicable when a task order requires deliverables that are shipped. When applicable, further specification will be detailed in the task order.

D.1. Packaging and Marking Preservation, packaging, and marking for all items delivered hereunder shall be in accordance with commercial practice and adequate to ensure acceptance by common carrier and safe arrival at destination as noted in the SOWs.

D.2. Markings

All deliverables submitted to the Contracting Officer (CO) and the Contracting Officer‘s

Representative (COR) shall be accompanied by a packing list or other suitable shipping document that shall clearly indicate the following:

(a) Contract Number;

(b) Name and address of the consignor;

(c) Name and address of the consignee:

(d) Government bill of lading number covering the shipment (if any); and

(e) Description of the item/material shipped, including item number, quantity, number of containers, and package number (if any).

15 | P a g e

Section E – Inspection and Acceptance

E.1. Federal Acquisition Regulation Clauses

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available.

Also, the full text of a clause may be accessed electronically at http://www.acquisition.gov/far

The following contract clauses pertinent to this section are hereby incorporated by reference:

52.246-4 Inspection of Services – Fixed Price (AUG 1996)

52.246-6 Inspection – Time and Material and Labor Hour (MAY 2001)

16 | P a g e

Section F – Deliveries or Performance

F.1 Period of Performance

The contract shall become effective upon the date of the CO’s signature and shall remain in effect for one year thereafter. Exercise of options is at the discretion of the Government and shall depend on availability of funding and/or continued need for the services.

The Government anticipates that the performance under this contract shall commence as follows:

Base: FY15 – FY16 (Specific dates will be provided at contract award)

Option Year 1: FY16 – FY17

Option Year 2: FY17 – FY18

Option Year 3: FY18 – FY19

Option Year 4: FY19 – FY20

F.2 Place of Performance

The place of performance varies and is specified in task order requests. The majority of task order requests will take place within the United States at or near FBI Headquarters in Washington, DC or any of its field offices across the U.S. Occasionally, task orders may require performance outside of the United States.

F.3 Hours of Performance

The hours of performance varies and is specified in task order requests. The contractor shall perform the required services as specified in the TO with the exception of Federal holidays or when the

Government facility is closed due to local or national emergencies, administrative closings, or similar

Government directed facility closings, unless otherwise specified in the task order request.

The U.S. Government observes the below listed days as holidays:

New Year’s Day

Dr. Martin Luther King Jr. Birthday

President’s Day

Memorial Day

Independence Day

Labor Day

Columbus Day

Veteran’s Day

Thanksgiving Day

Christmas Day

Inauguration Day (when applicable)

17 | P a g e

In addition to the days designated as holidays, the U.S. Government observes the following days:

Any other day designated by Federal Statute

Any other day designated by Executive Order

Any other day designated by the Presidential Proclamation

It is understood and agreed between the Government and Contractor that observance of such days by government personnel shall not otherwise be a reason for an additional period of performance, or entitlement of compensation except as set forth within the Task Order.

When federal government entities grant excused absence to its employees, assigned Contractor personnel may also be dismissed. The Contractor agrees to continue to provide sufficient personnel to perform critical tasks already in operation or scheduled, and shall be guided by the instructions issued of the COR/TL.

F.4 Deliverables

With contractor’s proposal submission in response to this RFP, the master contract requires the following deliverable:

Contract Management Plan (CMP): The contractor shall submit a CMP with its proposal.

The CMP shall explain how the contractor shall manage resources in support of this contract.

The contractor shall also outline how it will manage security, non-disclosure, and organizational conflict of interest concerns. In addition, the CMP shall identify key points of contact and lines of authority for the contract. The CMP may be submitted in the contractor’s desired format.

For the life of the master contract, the contractor shall maintain the following:

Master Personnel File The Contractor shall actively maintain a Master Personnel File (MPF) of all company personnel assigned to each task order. The MPF shall present the current staff as well as any anticipated additions and deletions. This deliverable shall be a continuously maintained Microsoft Excel spreadsheet made available to the COR, CO or Security Officer upon request. At a minimum, the chart shall include the following information:

Full Name

Social Security Number

Clearance Level

Investigation Type

Approving Agency

Clearance Approval Date

Work Location

Office Phone

Driver’s License Number and State of Issue

Contractor Employed by (sub or prime)

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Deliverables for each task order will be specified in the TO SOW. The contractor shall comply with meeting those deliverables.

In addition to the task order specific deliverables, the contractor shall provide the following deliverables for each task order and master contract by the 10th of the following month to the

COR/TL and CO via electronic correspondence:

1) Monthly Status Report (MSR) in Contractor’s Format (for each Task Order)

At a minimum, this report shall contain:

Description of work performed. Description should include quantity of projects assigned, due dates, and actual date complete.

Status of outstanding projects. Status should include quantity assigned, due dates, and percentage complete.

Significant Issues. If items were identified by the Government, contractors should provide the method employed for resolution and the status of the identified issue. If identified by the contractors, reporting should provide a detailed description of the issue and possible steps the Government may take to correct the issue.

Upcoming milestones or significant events. Contractors should include a description of the event and any anticipated impact on the contract.

2) Monthly Status Tracking Sheet using Microsoft Excel (for each Task Order)

Task Order Number and Name

COR/TL

Funding Document Number

Period of Performance

Contract Type for task order

Year of performance (Base, Option, etc)

Task Order value (current POP)

Current Funding Level

Unfunded amount

Invoice Information – total invoiced, total paid, total unpaid, invoices pending payment

Remaining funding, pending or unbilled amount, available funding after payment of unbilled/pending invoice, percent of funding remaining after payment of invoices

Total available labor hours, labor hours expended, remaining hours, percent expended

Notes/Comments

3) Monthly Tracking spreadsheet (for the Master Contract)

The tracking sheets for each task order shall feed into an overall master contract spreadsheet which encompasses all task orders on one spreadsheet with the same information identified in the monthly tracking spreadsheet for each task order.

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The monthly tracking spreadsheet shall include the “overall” spreadsheet tab and then the separate task order tabs to follow.

This tracking spreadsheet shall only be sent to the CO and its designees electronically.

F.5 Federal Acquisition Regulation Clauses

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available.

Also, the full text of a clause may be accessed electronically at http://www.acquisition.gov/far

The following contract clauses pertinent to this section are hereby incorporated by reference:

52.242-15 Stop-Work Order (AUG 1989)

52.242-17 Government Delay of Work (APR 1984)

52.215-19 Notification of Ownership Changes (Oct 1997)

52.217-8 Option to Extend Services (Nov 1999)

The Government may require continued performance of any services within the limits and at the rates specified in the contract. These rates may be adjusted only as a result of revisions to prevailing labor rates provided by the Secretary of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder shall not exceed 6 months. The Contracting Officer may exercise the option by written notice to the Contractor within 30 days.

52.217-9 Option to Extend the Term of the Contract (Mar 2000)

(a) The Government may extend the term of this contract by written notice to the Contractor within

30 days; provided that the Government gives the Contractor a preliminary written notice of its intent to extend at least 60 days before the contract expires. The preliminary notice does not commit the

Government to an extension.

(b) If the Government exercises this option, the extended contract shall be considered to include this option clause.

(c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed 60 months/5 years.

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Section G – Contract Administration Data

G.1. Contract Administration The functions inherent to this contract shall be performed by the designated Contracting Officer, per

FAR Subpart 42.302, Contract Administration Functions. The duly assigned COR (or Task Lead/TL) shall ensure all actions pertaining to this contract are requested via the Contracting Officer. Further, Contracting Officer functions performed shall be to the extent that they apply to the contract.

This contract will be administered by:

Sasha D. McNealy, Contracting Officer

Mission Support Contracts Unit (MSCU)

935 Pennsylvania Ave. NW

Room 6313

Washington, DC 20535

Written communications shall make reference to the contract number and shall be mailed to the above address unless otherwise instructed.

G.2. Contracting Officer's Representative (COR) (JAN 1985) The COR is responsible, as applicable, for: receiving all deliverables, inspecting and accepting the supplies or services provided hereunder in accordance with the terms and conditions of this contract;

providing direction to the Contractor which clarifies the contract effort, fills in details or otherwise serves to accomplish the contractual Scope of Work; evaluating performance; and certifying all invoices/vouchers for acceptance of the supplies or services furnished for payment. The COR does not have the authority to alter the Contractor's obligations under the contract; and /or modify any of the expressed terms, conditions, specifications, or cost of the agreement. If as a result of technical discussions, it is desirable to alter/change contractual obligations or the Scope of Work, the

Contracting Officer shall issue such changes in writing.

G.3. Invoicing Requirements

Invoices shall be electronically submitted to the CO and Contracting Officer's Representative

(COR)/Task Lead (TL) designated in the task orders to receive invoices by the 10th of the following month. A proper invoice shall include the information required by Section I, Clause 52.232-25, Prompt Payment (OCT 2008), which includes the following:

(1) Name and address of the Contractor.

(2) Invoice date and invoice number. (The Contractor should date invoices as close as possible to the date of the mailing or transmission.)

(3) Contract number and contract line item number for supplies delivered or services performed.

(4) Description, quantity, unit of measure, unit price, and extended price of supplies delivered or services performed.

(5) Shipping and payment terms (e.g., shipment number and date of shipment, discount for prompt payment terms). Bill of lading number and weight of shipment will be shown for shipments on

Government bills of lading.

(6) Name and address of Contractor official to whom payment is to be sent (must be the same as that in the contract or in a proper notice of assignment).

(7) Name (where practicable), title, phone number, and mailing address of person to notify in the event of a defective invoice.

(8) Taxpayer Identification Number (TIN). The Contractor shall include its TIN on the invoice only if required elsewhere in this contract.

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(9) Electronic funds transfer (EFT) banking information.

It shall be the Contractor's responsibility to include this information on each and every invoice when invoicing for full or partial services performed. If an invoice does not contain the above information, the Bureau reserves the right to reject the invoice(s) as IMPROPER and notify the Contractor within seven (7) days after receipt of the invoice at the designated billing office pursuant to the above referenced clause. (Re-submission of a PROPER invoice(s) will be required.)

G.4 Invoice Follow-ups All follow-up invoices shall be marked "Duplicate of Original." Contractor questions regarding payment information or check identification should be directed to the Contracting Officer by email at sasha.mcnealy@ic.fbi.gov.

G.5 Post-Award Conference The Contractor shall attend a Post-Award Conference convened by the contracting activity in accordance with Federal Acquisition Regulation Subpart 42.5. Information regarding the date, time, and location of the post-award conference will be provided to the awardee within 30 days of award of the contract.

mailto:sasha.mcnealy@ic.fbi.gov

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Section H – Special Contract Requirements

H.1 Travel

The task order requests will specify travel requirements when applicable. Direct travel costs incurred shall be limited to the maximum rates set forth in the Federal Travel Regulations (in effect at the time of travel) prescribed by the General Services Administration for travel. The government will reimburse the contractor for the actual transportation fare via the most direct routes (non first class) between place of origin and destination. Allowable travel costs are described in the Federal

Acquisition Regulation (FAR) 31.205-46. Travel costs not specifically covered at FAR 31.205-46 will be addressed on an as-needed basis. The contractor is expected to plan travel as far ahead as practical in order to achieve the most favorable travel rates; however, the contractor shall be prepared to perform required travel on very short notice when required by task order objectives. All non-local travel shall be performed with the written approval of the COR/TL before travel occurs.

Travel receipts above $50 shall be attached to the monthly invoices. All travel costs shall be identified on the invoice and purchase order as “other direct costs” and will be paid at cost.

Local travel will not be paid if the SME resides within fifty (50) miles of the duty station unless otherwise specified in task order.

H. 2 Government Furnished Equipment

The government will make reasonable space and support available to the SME as necessary to perform the tasks specified in the TO SOW. Such accommodations include office space, office equipment, access to FBI computer systems, or any other materials and equipment determined by the

FBI as necessary to perform the requirements of the task orders. FBI facilities and equipment shall only be used in connection with official performance of the task order requirements.

The contractor is not authorized to obligate the FBI to acquire any materials, or to take other actions on behalf of the FBI that would commit the FBI to incur obligations or to pay a bill.

H.3 Security Requirements/Clearances

Performance under the master contract and task orders requires each SME to have a Top Secret

Clearance with SCI eligibility, unless otherwise specified in the task order requests. The FBI reserves the right to revoke access to information, facilities, or property where such access is no longer consistent with the FBI’s mission and responsibilities. Knowing, willful, or negligent disclosure of FBI information to unauthorized persons, without prior written FBI approval, may subject the violator to appropriate penalties and sanctions under the law.

Work or tasking of a CLASSIFIED nature shall be performed at an accredited contractor or government facility or other location in accordance with security protocol as specified by the government security officer.

All contract personnel shall sign a Non-Disclosure Agreement.

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H.4 Classified Contract Special Security Requirement

The FBI has determined that performance of this effort requires that the Contractor have access to classified National Security Information (herein known as classified information). Classified information is Government information which requires protection in accordance with Executive

Order 12356, Classified National Security Information, and supplementing directives. Executive

Order 13292, dated 28 March 2003, “Further Amendment to Executive Order 12356, as amended, “Classified National Security Information” and implementation directives, provides principles and procedures for the proper classification and declassification of material. These principles and procedures are applicable to classified documents or materials generated by the contractor in performance of this contract.

This clause applies to the extent that this contract involves access to information classified (“Secret” and/or “Top Secret”).

The contractor shall comply with:

(1) The Security Agreement (DD Form 441), including the National Industrial Security

Program Operating Manual (DoD 5220.22-M)

(2) Any revisions to that manual, notice of which has been furnished to the contractor.

The Contractor shall abide by the requirements set forth in the DD Form 254 and the National

Industrial Security Program Operating Manual (NISPOM), DoD 5200.22-M) for the protection of classified information at its cleared facility, if applicable, as directed by the DSS. If the Contractor has access to classified information at a FBI or other Government facility, it shall abide by the requirements set by the agency.

No classified document or material provided by the FBI, or generated by the contractor pursuant to the contract, may be downgraded or declassified unless authorized in writing by the CO.

The Contractor shall appoint a senior official to act as the Corporate Security Officer. The individual shall interface with the FBI Security Office on all security matters, to include physical, personnel and protection of all Government information and data accessed by the Contractor.

Contractor personnel will require access to classified information and have access to classified areas.

Contractor personnel shall possess at least an active and transferable Government Secret clearance at the time of proposal submission. Contractors who will have access to FBI facilities, systems or data shall possess an active and transferable Top Secret clearance at the time of proposal submission. The

Government reserves the right to waive this requirement for any portion of the work that deals with technologies or data that is in the public domain. Contractor personnel assigned to this project shall be subject to routine criminal and credit checks by the FBI.

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Contractor personnel shall be subject to counterintelligence focused polygraph examinations at the

Government's discretion. The polygraph examinations may be required prior to acceptance or at any time during the task order, without notice.

The contractor…

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