Form SF1449.pdf

PDF 2 MB Posted

Attached to
Migrant Student Information Exchange (MSIX) Federal contract opportunity
Solicitation number
91990023R0003
Issued by
Department of Education Contracts and Acquisition Management

About this file

This performance work statement outlines requirements for non-personal services to operate and maintain the Migrant Student Information Exchange (MSIX) system. Key details include:

  • The contractor shall provide operations, maintenance, and monitoring support for MSIX, which electronically exchanges migratory student records between states. Support includes help desk, application maintenance and development, operations, database management, and service management.

  • The contractor must meet objectives such as ensuring MSIX functionality, interfacing with users, installing and maintaining software and hardware, coordinating with independent verification and validation, and adhering to federal security and privacy standards.

  • The base period is from December 2022 through December 2023, with four optional one-year periods. The contractor shall provide project management, system operations, and interface with the Department of Education and other stakeholders on a weekly basis.

  • Tasks include contract administration, MSIX operation, customer support, optional data quality work, business intelligence and analytics, optional enhancements and monitoring support, and potential addition of new minimum data elements.

  • The contractor shall develop phase-in and phase-out plans and execute tasks such as knowledge transfer, records transfer, and equipment disposition as needed.

View the file

Other files for this federal contract opportunity

Other files attached to Migrant Student Information Exchange (MSIX), newest first.
File Type Posted
SF30 Amendment 1.pdf PDF
Attachment 2 Price Schedule V2 (11-1-22).xlsx XLSX spreadsheet
Attachment 3 Small Business Calculation Tool.xlsx XLSX spreadsheet
Attachment 1 MSIX-Pricing-Matrix_Template.xlsx XLSX spreadsheet
Attachment 2 Price Schedule V1 (10-4-22).xlsx XLSX spreadsheet
Attachment 4 Subcontracting Plan Review Form.pdf PDF

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Text version

RFQ IFB RFP

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

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

1. REQUISITION NUMBER PAGE OF

2. CONTRACT NO. 3. AWARD/EFFECTIVE

DATE

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

DATE

7. FOR SOLICITATION

INFORMATION CALL:

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

8. OFFER DUE DATE/

LOCAL TIME

9. ISSUED BY

13b. RATING

14. METHOD OF SOLICITATION

CODE

15. DELIVER TO 16. ADMINISTERED BY CODE

18a. PAYMENT WILL BE MADE BY CODEFACILITY

CODE

CODE

TELEPHONE NO.

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

OFFER

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

BELOW IS CHECKED

SEE ADDENDUM

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

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

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

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

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

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED

29. AWARD OF CONTRACT: REF.

DATED . YOUR OFFER ON SOLICITATION

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

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR

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

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

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

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

OFFER

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

12. DISCOUNT TERMS

ARE ARE NOT ATTACHED

ARE ARE NOT ATTACHED

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

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

17a CONTRACTOR/

OFFEROR.

CODE

8 (A)

SIZE STANDARD:

NAICS:

% FOR:SET ASIDE:UNRESTRICTED OR

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SMALL BUSINESS

10. THIS ACQUISITION IS

EDWOSB

SMALL BUSINESS PROGRAM

91990023R0003

Jana Knapp Jana.Knapp@ed.gov 202-987-0107

10:00 AM ET

541511

See Schedule see continuation page for line item details.

See Schedule

NOV 15, 2022

Please

STANDARD FORM 1449 (REV. 2/2012) BACK

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

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

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

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

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

40. PAID BY

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELPHONE NUMBER OF AUTHORZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

PARTIAL FINAL

37. CHECK NUMBER

38. S/R ACCOUNT NO. 39. S/R VOUCHER NUMBER

36. PAYMENT

COMPLETE PARTIAL FINAL

91990023R0003

SCHEDULE Continued

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 Base Period: Task 1- Contract/Project Administration

Period of Performance: 12/15/2022 to 12/14/2023

1.00 SE NSP NSP

0001AA Subtask 1.1: Kick-off Meeting

1.00 SE

0001AB Subtask 1.2.1: Phase-In (Base Year Only)

0001AC Subtask 1.2.2: Prepare and Update Phase-Out Plan

0001AD Subtask 1.2.3: Execute Phase-Out Plan (Optional Task)

0001AE Subtask 1.3: Project Management Support

0002 Base Period: Task 2: MSIX Operation

0002AA Subtask 2.1: MSIX Administration

0002AB Subtask 2.1.1: System Interconnection and Data

Ingestion

0002AC Subtask 2.1.2: Web Site Administration

0002AD Subtask 2.1.3: Fault Problem Detection, Documentation, and Resolution

0002AE Subtask 2.1.4: Testing

0002AF Subtask 2.1.5: Internet Protocol version 6 (IPv6)

0002AG Subtask 2.1.6: Asset Management

0002AH Subtask 2.1.7: Disaster Recovery

0002AJ Subtask 2.2: IT Systems Security

0002AK Subtask 2.2.1: FISMA Management and Reporting Tools

PAGE 3 OF 179 91990023R0003

0002AL Subtask 2.2.2: Privacy Impact Assessment

0002AM Subtask 2.3: MSIX Documentation

0003 Base Period: Task 3: Customer Support

0003AA Subtask 3.1: MSIX Training and User Support.

0004 Base Period: Task 4: Data Quality (Optional Task)

0004AA Subtask 4.1: Data Analysis, Remediation, and State

Engagement (Optional Task)

0004AB Subtask 4.2: Child Count Reconciliation (Optional Task)

0004AC Subtask 4.3: Updating Category 1 and Category 2 Child

Count Logic Rules and MSIX Subcategories Snapshot Methodology (Optional Task)

0004AD Subtask 4.3.1: Enhanced Design and Functionality of

Child Count Reconciliation Report to Include Design and Functionality of MSIX Supplement Subcategories Methodology (Optional Task)

0004AE Subtask 4.3.2: Viewing of Data

0004AF Subtask 4.3.3: Examine and Export

0005 Base Period: Task 5: Business Intelligence and Analytics

0005AA Subtask 5.1: License and Software Support

0005AB Subtask 5.2.1: State Profiles (Optional Task)

0005AC Subtask 5.2.2: Government Performance and Results Act

(GPRA) Reports

PAGE 4 OF 179 91990023R0003

0005AD Subtask 5.2.3: Child Count Snapshot

0005AE Subtask 5.2.4: Dashboard Reports (Optional Task)

0005AF Subtask 5.2.5: Web Services (Optional Task)

0006 Base Period: Task 6: Enhancements (Optional Task)

0007 Base Period: Task 7: Use of MSIX Child Counts for

Determining MEP Category 1 and Category 2 Child Counts

0007AA Subtask 7.1: Producing the Snapshot for Performance

Reporting to the U.S. Department of Education

0007AB Subtask 7.1.1: Child Count Processes and Procedures

Paper

0008 Base Period: Task 8: Virtual Monitoring and Monitoring

Technical Assistance to Resolve Corrective Actions (Optional Task)

0008AA Subtask 8.1: Monitoring and Monitoring Technical

Assistance Protocols (Optional Task)

0008AB Subtask 8.2: Virtual Monitoring (Optional Task)

0008AC Subtask 8.3: Compliance Follow-up and Monitoring

Technical Assistance (Optional Task)

0009 Base Period: Task 9: Usability Studies (Optional Task)

0010 Base Period: Task 10: System Security Analysis, Remediation Plan and Implementation (Optional Task)

0011 Base Period: Task 11: Direct Data Entry (Optional Task)

0012 Task 12: Addition of MDEs (Optional Task) 1.00 SE NSP NSP

PAGE 5 OF 179 91990023R0003

0012AA Subtask 12.1.1: Phase 1: Initial Analysis

0012AB Subtask 12.1.2: Analysis of Minimum Data Elements

0012AC Subtask 12.1.3: Analysis of MSIX Application

0012AD Subtask 12.1.4: Requirement Analysis

0012AE Subtask 12.1.5: Development and Deployment of New

MDE

Period of Performance: 12/15/2022 to 12/14/2023

1.00 SE

OPT

1001 Option Period: Task 1- Contract/Project Administration

Period of Performance: 12/15/2023 to 12/14/2024

1001AA Subtask 1.1: Kick-off Meeting

1001AC Subtask 1.2.2: Prepare and Update Phase-Out Plan

1001AD Subtask 1.2.3: Execute Phase-Out Plan (Optional Task)

1001AE Subtask 1.3: Project Management Support

1002 Option Period: Task 2: MSIX Operation

1002AA Subtask 2.1: MSIX Administration

OPT

1002AB Subtask 2.1.1: System Interconnection and Data

Ingestion

Period of Performance: 12/15/2023 to 12/14/2024

1.00 SE

1002AC Subtask 2.1.2: Web Site Administration

PAGE 6 OF 179 91990023R0003

1002AD Subtask 2.1.3: Fault Problem Detection, Documentation, and Resolution

Period of Performance: 12/15/2023 to 12/14/2024

1.00 SE

1002AE Subtask 2.1.4: Testing

1002AF Subtask 2.1.5: Internet Protocol version 6 (IPv6)

1002AG Subtask 2.1.6: Asset Management

1002AH Subtask 2.1.7: Disaster Recovery

1002AJ Subtask 2.2: IT Systems Security

1002AK Subtask 2.2.1: FISMA Management and Reporting Tools

1002AL Subtask 2.2.2: Privacy Impact Assessment

1002AM Subtask 2.3: MSIX Documentation

1003 Option Period: Task 3: Customer Support

1003AA Subtask 3.1: MSIX Training and User Support

1004 Option Period: Task 4: Data Quality (Optional Task)

OPT

1004AA Subtask 4.1: Data Analysis, Remediation, and State

Engagement (Optional Task)

Period of Performance: 12/15/2023 to 12/14/2024

1.00 SE

1004AB Subtask 4.2: Child Count Reconciliation (Optional Task)

PAGE 7 OF 179 91990023R0003

1004AC Subtask 4.3: Updating Category 1 and Category 2 Child

Count Logic Rules and MSIX Subcategories Snapshot Methodology (Optional Task)

Period of Performance: 12/15/2023 to 12/14/2024

1.00 SE

OPT

1004AD Subtask 4.3.1: Enhanced Design and Functionality of

Child Count Reconciliation Report to Include Design and Functionality of MSIX Supplement Subcategories Methodology (Optional Task)

Period of Performance: 12/15/2023 to 12/14/2024

1.00 SE

1004AE Subtask 4.3.2: Viewing of Data

1004AF Subtask 4.3.3: Examine and Export

OPT

1005 Option Period: Task 5: Business Intelligence and

Analytics

Period of Performance: 12/15/2023 to 12/14/2024

1.00 SE NSP NSP

1005AA Subtask 5.1: License and Software Support

1005AB Subtask 5.2.1: State Profiles (Optional Task)

OPT

1005AC Subtask 5.2.2: Government Performance and Results Act

(GPRA) Reports

Period of Performance: 12/15/2023 to 12/14/2024

1.00 SE

1005AD Subtask 5.2.3: Child Count Snapshot

1005AE Subtask 5.2.4: Dashboard Reports (Optional Task)

1005AF Subtask 5.2.5: Web Services (Optional Task)

1006 Option Period: Task 6: Enhancements (Optional Task)

OPT

1007 Option Period: Task 7: Use of MSIX Child Counts for

Determining MEP Category 1 and Category 2 Child Counts

PAGE 8 OF 179 91990023R0003

1007AA Subtask 7.1: Producing the Snapshot for Performance

Reporting to the U.S. Department of Education

Period of Performance: 12/15/2023 to 12/14/2024

1.00 SE

OPT

1007AB Subtask 7.1.1: Child Count Processes and Procedures

Paper

Period of Performance: 12/15/2023 to 12/14/2024

1.00 SE

OPT

1008 Option Period: Task 8: Virtual Monitoring and Monitoring

Technical Assistance to Resolve Corrective Actions (Optional Task)

Period of Performance: 12/15/2023 to 12/14/2024

1.00 SE NSP NSP

OPT

1008AA Subtask 8.1: Monitoring and Monitoring Technical

Assistance Protocols (Optional Task)

Period of Performance: 12/15/2023 to 12/14/2024

1.00 SE

1008AB Subtask 8.2: Virtual Monitoring (Optional Task)

OPT

1008AC Subtask 8.3: Compliance Follow-up and Monitoring

Technical Assistance (Optional Task)

Period of Performance: 12/15/2023 to 12/14/2024

1.00 SE

1009 Option Period: Task 9: Usability Studies (Optional Task)

OPT

1010 Option Period: Task 10: System Security Analysis, Remediation Plan and Implementation (Optional Task)

Period of Performance: 12/15/2023 to 12/14/2024

1.00 SE

OPT

1011 Option Period: Task 11: Direct Data Entry (Optional

Task)

Period of Performance: 12/15/2023 to 12/14/2024

1.00 SE

1012 Task 12: Addition of MDEs (Optional Task)

1012AA Subtask 12.1.1: Phase 1: Initial Analysis

1012AB Subtask 12.1.2: Analysis of Minimum Data Elements

PAGE 9 OF 179 91990023R0003

1012AC Subtask 12.1.3: Analysis of MSIX Application

Period of Performance: 12/15/2023 to 12/14/2024

1.00 SE

1012AD Subtask 12.1.4: Requirement Analysis

OPT

1012AE Subtask 12.1.5: Development and Deployment of New

MDE

Period of Performance: 12/15/2023 to 12/14/2024

1.00 SE

2001 Option Period: Task 1- Contract/Project Administration

Period of Performance: 12/15/2024 to 12/14/2025

2001AA Subtask 1.1: Kick-off Meeting

2001AC Subtask 1.2.2: Prepare and Update Phase-Out Plan

2001AD Subtask 1.2.3: Execute Phase-Out Plan (Optional Task)

2001AE Subtask 1.3: Project Management Support

2002 Option Period: Task 2: MSIX Operation

2002AA Subtask 2.1: MSIX Administration

OPT

2002AB Subtask 2.1.1: System Interconnection and Data

Ingestion

Period of Performance: 12/15/2024 to 12/14/2025

1.00 SE

2002AC Subtask 2.1.2: Web Site Administration

OPT

2002AD Subtask 2.1.3: Fault Problem Detection, Documentation, and Resolution

Period of Performance: 12/15/2024 to 12/14/2025

1.00 SE

2002AE Subtask 2.1.4: Testing

PAGE 10 OF 179 91990023R0003

2002AF Subtask 2.1.5: Internet Protocol version 6 (IPv6)

2002AG Subtask 2.1.6: Asset Management

2002AH Subtask 2.1.7: Disaster Recovery

2002AJ Subtask 2.2: IT Systems Security

2002AK Subtask 2.2.1: FISMA Management and Reporting Tools

2002AL Subtask 2.2.2: Privacy Impact Assessment

2002AM Subtask 2.3: MSIX Documentation

2003 Option Period: Task 3: Customer Support

2003AA Subtask 3.1: MSIX Training and User Support

2004 Option Period: Task 4: Data Quality (Optional Task)

OPT

2004AA Subtask 4.1: Data Analysis, Remediation, and State

Engagement (Optional Task)

Period of Performance: 12/15/2024 to 12/14/2025

1.00 SE

2004AB Subtask 4.2: Child Count Reconciliation (Optional Task)

OPT

2004AC Subtask 4.3: Updating Category 1 and Category 2 Child

Count Logic Rules and MSIX Subcategories Snapshot Methodology (Optional Task)

Period of Performance: 12/15/2024 to 12/14/2025

1.00 SE

OPT

2004AD

PAGE 11 OF 179 91990023R0003

Subtask 4.3.1: Enhanced Design and Functionality of Child Count Reconciliation Report to Include Design and Functionality of MSIX Supplement Subcategories Methodology (Optional Task)

Period of Performance: 12/15/2024 to 12/14/2025

1.00 SE

2004AE Subtask 4.3.2: Viewing of Data

2004AF Subtask 4.3.3: Examine and Export

OPT

2005 Option Period: Task 5: Business Intelligence and

Analytics

Period of Performance: 12/15/2024 to 12/14/2025

1.00 SE NSP NSP

2005AA Subtask 5.1: License and Software Support

2005AB Subtask 5.2.1: State Profiles (Optional Task)

OPT

2005AC Subtask 5.2.2: Government Performance and Results Act

(GPRA) Reports

Period of Performance: 12/15/2024 to 12/14/2025

1.00 SE

2005AD Subtask 5.2.3: Child Count Snapshot

2005AE Subtask 5.2.4: Dashboard Reports (Optional Task)

2005AF Subtask 5.2.5: Web Services (Optional Task)

2006 Option Period: Task 6: Enhancements (Optional Task)

OPT

2007 Option Period: Task 7: Use of MSIX Child Counts for

Determining MEP Category 1 and Category 2 Child Counts

Period of Performance: 12/15/2024 to 12/14/2025

1.00 SE

OPT

2007AA Subtask 7.1: Producing the Snapshot for Performance

Reporting to the U.S. Department of Education

PAGE 12 OF 179 91990023R0003

2007AB Subtask 7.1.1: Child Count Processes and Procedures

Paper

Period of Performance: 12/15/2024 to 12/14/2025

1.00 SE

OPT

2008 Option Period: Task 8: Virtual Monitoring and Monitoring

Technical Assistance to Resolve Corrective Actions (Optional Task)

Period of Performance: 12/15/2024 to 12/14/2025

1.00 SE NSP NSP

OPT

2008AA Subtask 8.1: Monitoring and Monitoring Technical

Assistance Protocols (Optional Task)

Period of Performance: 12/15/2024 to 12/14/2025

1.00 SE

2008AB Subtask 8.2: Virtual Monitoring (Optional Task)

OPT

2008AC Subtask 8.3: Compliance Follow-up and Monitoring

Technical Assistance (Optional Task)

Period of Performance: 12/15/2024 to 12/14/2025

1.00 SE

2009 Option Period: Task 9: Usability Studies (Optional Task)

OPT

2010 Option Period: Task 10: System Security Analysis, Remediation Plan and Implementation (Optional Task)

Period of Performance: 12/15/2024 to 12/14/2025

1.00 SE

OPT

2011 Option Period: Task 11: Direct Data Entry (Optional

Task)

Period of Performance: 12/15/2024 to 12/14/2025

1.00 SE

2012 Task 12: Addition of MDEs (Optional Task)

2012AA Subtask 12.1.1: Phase 1: Initial Analysis

2012AB Subtask 12.1.2: Analysis of Minimum Data Elements

2012AC Subtask 12.1.3: Analysis of MSIX Application

OPT

2012AD Subtask 12.1.4: Requirement Analysis 1.00 SE

PAGE 13 OF 179 91990023R0003

2012AE Subtask 12.1.5: Development and Deployment of New

MDE

Period of Performance: 12/15/2024 to 12/14/2025

1.00 SE

3001 Option Period: Task 1- Contract/Project Administration

Period of Performance: 12/15/2025 to 12/14/2026

3001AA Subtask 1.1: Kick-off Meeting

3001AC Subtask 1.2.2: Prepare and Update Phase-Out Plan

3001AD Subtask 1.2.3: Execute Phase-Out Plan (Optional Task)

3001AE Subtask 1.3: Project Management Support

3002 Option Period: Task 2: MSIX Operation

3002AA Subtask 2.1: MSIX Administration

OPT

3002AB Subtask 2.1.1: System Interconnection and Data

Ingestion

Period of Performance: 12/15/2025 to 12/14/2026

1.00 SE

3002AC Subtask 2.1.2: Web Site Administration

OPT

3002AD Subtask 2.1.3: Fault Problem Detection, Documentation, and Resolution

Period of Performance: 12/15/2025 to 12/14/2026

1.00 SE

3002AE Subtask 2.1.4: Testing

3002AF Subtask 2.1.5: Internet Protocol version 6 (IPv6)

PAGE 14 OF 179 91990023R0003

3002AG Subtask 2.1.6: Asset Management

3002AH Subtask 2.1.7: Disaster Recovery

3002AJ Subtask 2.2: IT Systems Security

3002AK Subtask 2.2.1: FISMA Management and Reporting Tools

3002AL Subtask 2.2.2: Privacy Impact Assessment

3002AM Subtask 2.3: MSIX Documentation

3003 Option Period: Task 3: Customer Support

3003AA Subtask 3.1: MSIX Training and User Support

3004 Option Period: Task 4: Data Quality (Optional Task)

OPT

3004AA Subtask 4.1: Data Analysis, Remediation, and State

Engagement (Optional Task)

Period of Performance: 12/15/2025 to 12/14/2026

1.00 SE

3004AB Subtask 4.2: Child Count Reconciliation (Optional Task)

OPT

3004AC Subtask 4.3: Updating Category 1 and Category 2 Child

Count Logic Rules and MSIX Subcategories Snapshot Methodology (Optional Task)

Period of Performance: 12/15/2025 to 12/14/2026

1.00 SE

OPT

3004AD Subtask 4.3.1: Enhanced Design and Functionality of

Child Count Reconciliation Report to Include Design and Functionality of MSIX Supplement Subcategories Methodology (Optional Task)

Period of Performance: 12/15/2025 to 12/14/2026

1.00 SE

PAGE 15 OF 179 91990023R0003

3004AE Subtask 4.3.2: Viewing of Data

3004AF Subtask 4.3.3: Examine and Export

OPT

3005 Option Period: Task 5: Business Intelligence and

Analytics

Period of Performance: 12/15/2025 to 12/14/2026

1.00 SE NSP NSP

3005AA Subtask 5.1: License and Software Support

3005AB Subtask 5.2.1: State Profiles (Optional Task)

OPT

3005AC Subtask 5.2.2: Government Performance and Results Act

(GPRA) Reports

Period of Performance: 12/15/2025 to 12/14/2026

1.00 SE

3005AD Subtask 5.2.3: Child Count Snapshot

3005AE Subtask 5.2.4: Dashboard Reports (Optional Task)

3005AF Subtask 5.2.5: Web Services (Optional Task)

3006 Option Period: Task 6: Enhancements (Optional Task)

OPT

3007 Option Period: Task 7: Use of MSIX Child Counts for

Determining MEP Category 1 and Category 2 Child Counts

Period of Performance: 12/15/2025 to 12/14/2026

1.00 SE

OPT

3007AA Subtask 7.1: Producing the Snapshot for Performance

Reporting to the U.S. Department of Education

Period of Performance: 12/15/2025 to 12/14/2026

1.00 SE

OPT

3007AB Subtask 7.1.1: Child Count Processes and Procedures

Paper

Period of Performance: 12/15/2025 to 12/14/2026

1.00 SE

PAGE 16 OF 179 91990023R0003

3008 Option Period: Task 8: Virtual Monitoring and Monitoring

Technical Assistance to Resolve Corrective Actions (Optional Task)

Period of Performance: 12/15/2025 to 12/14/2026

1.00 SE NSP NSP

OPT

3008AA Subtask 8.1: Monitoring and Monitoring Technical

Assistance Protocols (Optional Task)

Period of Performance: 12/15/2025 to 12/14/2026

1.00 SE

3008AB Subtask 8.2: Virtual Monitoring (Optional Task)

OPT

3008AC Subtask 8.3: Compliance Follow-up and Monitoring

Technical Assistance (Optional Task)

Period of Performance: 12/15/2025 to 12/14/2026

1.00 SE

3009 Option Period: Task 9: Usability Studies (Optional Task)

OPT

3010 Option Period: Task 10: System Security Analysis, Remediation Plan and Implementation (Optional Task)

Period of Performance: 12/15/2025 to 12/14/2026

1.00 SE

OPT

3011 Option Period: Task 11: Direct Data Entry (Optional

Task)

Period of Performance: 12/15/2025 to 12/14/2026

1.00 SE

3012 Task 12: Addition of MDEs (Optional Task)

3012AA Subtask 12.1.1: Phase 1: Initial Analysis

3012AB Subtask 12.1.2: Analysis of Minimum Data Elements

3012AC Subtask 12.1.3: Analysis of MSIX Application

3012AD Subtask 12.1.4: Requirement Analysis

OPT

3012AE Subtask 12.1.5: Development and Deployment of New

MDE

PAGE 17 OF 179 91990023R0003

4001 Option Period: Task 1- Contract/Project Administration

Period of Performance: 12/15/2026 to 12/14/2027

1.00 SE NSP NSP

4001AA Subtask 1.1: Kick-off Meeting

Period of Performance: 12/15/2026 to 12/14/2027

4001AC Subtask 1.2.2: Prepare and Update Phase-Out Plan

4001AD Subtask 1.2.3: Execute Phase-Out Plan (Optional Task)

4001AE Subtask 1.3: Project Management Support

4002 Option Period: Task 2: MSIX Operation

4002AA Subtask 2.1: MSIX Administration

OPT

4002AB Subtask 2.1.1: System Interconnection and Data

Ingestion

Period of Performance: 12/15/2026 to 12/14/2027

1.00 SE

4002AC Subtask 2.1.2: Web Site Administration

OPT

4002AD Subtask 2.1.3: Fault Problem Detection, Documentation, and Resolution

Period of Performance: 12/15/2026 to 12/14/2027

1.00 SE

4002AE Subtask 2.1.4: Testing

4002AF Subtask 2.1.5: Internet Protocol version 6 (IPv6)

4002AG Subtask 2.1.6: Asset Management

4002AH Subtask 2.1.7: Disaster Recovery

PAGE 18 OF 179 91990023R0003

4002AJ Subtask 2.2: IT Systems Security

Period of Performance: 12/15/2026 to 12/14/2027

1.00 SE

4002AK Subtask 2.2.1: FISMA Management and Reporting Tools

4002AL Subtask 2.2.2: Privacy Impact Assessment

4002AM Subtask 2.3: MSIX Documentation

4003 Option Period: Task 3: Customer Support

4003AA Subtask 3.1: MSIX Training and User Support

4004 Option Period: Task 4: Data Quality (Optional Task)

OPT

4004AA Subtask 4.1: Data Analysis, Remediation, and State

Engagement (Optional Task)

Period of Performance: 12/15/2026 to 12/14/2027

1.00 SE

4004AB Subtask 4.2: Child Count Reconciliation (Optional Task)

OPT

4004AC Subtask 4.3: Updating Category 1 and Category 2 Child

Count Logic Rules and MSIX Subcategories Snapshot Methodology (Optional Task)

Period of Performance: 12/15/2026 to 12/14/2027

1.00 SE

OPT

4004AD Subtask 4.3.1: Enhanced Design and Functionality of

Child Count Reconciliation Report to Include Design and Functionality of MSIX Supplement Subcategories Methodology (Optional Task)

Period of Performance: 12/15/2026 to 12/14/2027

1.00 SE

4004AE Subtask 4.3.2: Viewing of Data

4004AF Subtask 4.3.3: Examine and Export

PAGE 19 OF 179 91990023R0003

4005 Option Period: Task 5: Business Intelligence and Analytics

Period of Performance: 12/15/2026 to 12/14/2027

1.00 SE NSP NSP

4005AA Subtask 5.1: License and Software Support

4005AB Subtask 5.2.1: State Profiles (Optional Task)

OPT

4005AC Subtask 5.2.2: Government Performance and Results Act

(GPRA) Reports

Period of Performance: 12/15/2026 to 12/14/2027

1.00 SE

4005AD Subtask 5.2.3: Child Count Snapshot

4005AE Subtask 5.2.4: Dashboard Reports (Optional Task)

4005AF Subtask 5.2.5: Web Services (Optional Task)

4006 Option Period: Task 6: Enhancements (Optional Task)

OPT

4007 Option Period: Task 7: Use of MSIX Child Counts for

Determining MEP Category 1 and Category 2 Child Counts

Period of Performance: 12/15/2026 to 12/14/2027

1.00 SE

OPT

4007AA Subtask 7.1: Producing the Snapshot for Performance

Reporting to the U.S. Department of Education

Period of Performance: 12/15/2026 to 12/14/2027

1.00 SE

OPT

4007AB Subtask 7.1.1: Child Count Processes and Procedures

Paper

Period of Performance: 12/15/2026 to 12/14/2027

1.00 SE

OPT

4008 Option Period: Task 8: Virtual Monitoring and Monitoring

Technical Assistance to Resolve Corrective Actions (Optional Task)

Period of Performance: 12/15/2026 to 12/14/2027

1.00 SE NSP NSP

OPT

4008AA 1.00 SE

PAGE 20 OF 179 91990023R0003

Subtask 8.1: Monitoring and Monitoring Technical Assistance Protocols (Optional Task)

Period of Performance: 12/15/2026 to 12/14/2027

4008AB Subtask 8.2: Virtual Monitoring (Optional Task)

OPT

4008AC Subtask 8.3: Compliance Follow-up and Monitoring

Technical Assistance (Optional Task)

Period of Performance: 12/15/2026 to 12/14/2027

1.00 SE

4009 Option Period: Task 9: Usability Studies (Optional Task)

OPT

4010 Option Period: Task 10: System Security Analysis, Remediation Plan and Implementation (Optional Task)

Period of Performance: 12/15/2026 to 12/14/2027

1.00 SE

OPT

4011 Option Period: Task 11: Direct Data Entry (Optional

Task)

Period of Performance: 12/15/2026 to 12/14/2027

1.00 SE

4012 Task 12: Addition of MDEs (Optional Task)

4012AA Subtask 12.1.1: Phase 1: Initial Analysis

4012AB Subtask 12.1.2: Analysis of Minimum Data Elements

4012AC Subtask 12.1.3: Analysis of MSIX Application

4012AD Subtask 12.1.4: Requirement Analysis

OPT

4012AE Subtask 12.1.5: Development and Deployment of New

MDE

PAGE 21 OF 179 91990023R0003

Table of Contents

SECTION C DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C.1 MSIX PWS

SECTION F DELIVERIES OR PERFORMANCE

F.1 52.242-15 I STOP-WORK ORDER (AUG 1989)--ALTERNATE I (APR 1984)

SECTION G CONTRACT ADMINISTRATION DATA

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

G.2 306-1cINVOICE AND CONTRACT FINANCING REQUESTS SUBMISSION - IPP (MAY 2018)

SECTION H SPECIAL CONTRACT REQUIREMENTS

H.1 3452.208-71 PRINTING (MAY 2011)

H.2 3452.208-72 PAPERWORK REDUCTION ACT (MAY 2011)

H.3 3452.209-71 CONFLICT OF INTEREST (MAY 2011)

H.4 3452.215-70 RELEASE OF RESTRICTED DATA (MAY 2011)

H.5 3452.224-70 RELEASE OF INFORMATION UNDER THE FREEDOM OF INFORMATION ACT (MAY 2011)

H.6 3452.224-71 NOTICE ABOUT RESEARCH ACTIVITIES INVOLVING HUMAN SUBJECTS (MAY 2011)

H.7 3452.227-71 ADVERTISING OF AWARDS (MAY 2011)

H.8 3452.227-72 USE AND NON-DISCLOSURE AGREEMENT (MAY 2011)

H.9 3452.227-73 LIMITATIONS ON THE USE OR DISCLOSURE OF GOVERNMENT-FURNISHED INFORMATION MARKED WITH

RESTRICTIVE LEGENDS (MAY 2011)

H.10 3452.228-70 REQUIRED INSURANCE (MAY 2011)

H.11 3452.237-70 SERVICES OF CONSULTANTS (MAY 2011)

H.12 3452.242-71 NOTICE TO THE GOVERNMENT OF DELAYS (MAY 2011)

H.13 3452.242-73 ACCESSIBILITY OF MEETINGS, CONFERENCES, AND SEMINARS TO PERSONS WITH DISABILITIES

(MAY 2011)

H.14 3452.247-70 FOREIGN TRAVEL (MAY 2011)

H.15 31.205.70FOOD COSTS

H.16 31.205.71TRAVEL COSTS

H.17 3452.202-1 DEFINITIONS--DEPARTMENT OF EDUCATION (MAY 2011)

H.18 3452.227-70 PUBLICATION AND PUBLICITY (MAY 2011)

H.19 3452.237-71 OBSERVANCE OF ADMINISTRATIVE CLOSURES (MAY 2011)

H.20 3452.243-70 KEY PERSONNEL (MAY 2011)

SECTION I CONTRACT CLAUSES

I.1 52.202-1DEFINITIONS (JUN 2020)

I.2 52.203-3 GRATUITIES (APR 1984)

I.3 52.203-5 COVENANT AGAINST CONTINGENT FEES (MAY 2014)

I.4 52.203-6RESTRICTIONS ON SUBCONTRACTOR SALES TO THE GOVERNMENT (JUN 2020)

I.5 52.203-7ANTI-KICKBACK PROCEDURES (JUN 2020)

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

2014)

I.7 52.203-10 PRICE OR FEE ADJUSTMENT FOR ILLEGAL OR IMPROPER ACTIVITY (MAY 2014)

I.8 52.203-12LIMITATION ON PAYMENTS TO INFLUENCE CERTAIN FEDERAL TRANSACTIONS (JUN 2020)

I.9 52.203-13CONTRACTOR CODE OF BUSINESS ETHICS AND CONDUCT (NOV 2021)

I.10 52.203-19 PROHIBITION ON REQUIRING CERTAIN INTERNAL CONFIDENTIALITY AGREEMENTS OR STATEMENTS

(JAN 2017)

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

I.12 52.204-9 PERSONAL IDENTITY VERIFICATION OF CONTRACTOR PERSONNEL (JAN 2011)

I.13 52.204-10REPORTING EXECUTIVE COMPENSATION AND FIRST-TIER SUBCONTRACT AWARDS (JUN 2020)

I.14 52.204-13SYSTEM FOR AWARD MANAGEMENT MAINTENANCE (OCT 2018)

PAGE 22 OF 179 91990023R0003

I.15 52.204-14 SERVICE CONTRACT REPORTING REQUIREMENTS (OCT 2016)

I.16 52.209-6PROTECTING THE GOVERNMENT`S INTEREST WHEN SUBCONTRACTING WITH CONTRACTORS DEBARRED, SUSPENDED, OR PROPOSED FOR DEBARMENT (NOV 2021)

I.17 52.209-9 UPDATES OF PUBLICLY AVAILABLE INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT 2018)122

I.18 52.209-10 PROHIBITION ON CONTRACTING WITH INVERTED DOMESTIC CORPORATIONS (NOV 2015)

I.19 52.210-1MARKET RESEARCH (NOV 2021)

I.20 52.212-4CONTRACT TERMS AND CONDITIONS--COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES (NOV 2021) 123

I.21 52.215-2AUDIT AND RECORDS--NEGOTIATION (JUN 2020)

I.22 52.215-8 ORDER OF PRECEDENCE--UNIFORM CONTRACT FORMAT (OCT 1997)

I.23 52.215-10 PRICE REDUCTION FOR DEFECTIVE CERTIFIED COST OR PRICING DATA (AUG 2011)

I.24 52.215-11PRICE REDUCTION FOR DEFECTIVE CERTIFIED COST OR PRICING DATA--MODIFICATIONS (JUN

2020)

I.25 52.215-13SUBCONTRACTOR CERTIFIED COST OR PRICING DATA--MODIFICATIONS (JUN 2020)

I.26 52.215-23LIMITATIONS ON PASS-THROUGH CHARGES (JUN 2020)

I.27 52.216-7 ALLOWABLE COST AND PAYMENT (AUG 2018)

I.28 52.216-8 FIXED FEE (JUN 2011)

I.29 52.219-4NOTICE OF PRICE EVALUATION PREFERENCE FOR HUBZONE SMALL BUSINESS CONCERNS (SEP 2021).123

I.30 52.219-8 UTILIZATION OF SMALL BUSINESS CONCERNS (OCT 2018)

I.31 52.219-9 IISMALL BUSINESS SUBCONTRACTING PLAN (NOV 2021)--ALTERNATE II (JUN 2020)

I.32 52.219-16LIQUIDATED DAMAGES--SUBCONTRACTING PLAN (SEP 2021)

I.33 52.219-28POST-AWARD SMALL BUSINESS PROGRAM REREPRESENTATION (SEP 2021)

I.34 52.222-2 PAYMENT FOR OVERTIME PREMIUMS (JUL 1990)

I.35 52.222-3 CONVICT LABOR (JUN 2003)

I.36 52.222-4 CONTRACT WORK HOURS AND SAFETY STANDARDS --OVERTIME COMPENSATION (MAY 2018)

I.37 52.222-17{52.222-17} [Reserved]

I.38 52.222-21 PROHIBITION OF SEGREGATED FACILITIES (APR 2015)

I.39 52.222-26 EQUAL OPPORTUNITY (SEPT 2016)

I.40 52.222-35EQUAL OPPORTUNITY FOR VETERANS. (JUN 2020)

I.41 52.222-36EQUAL OPPORTUNITY FOR WORKERS WITH DISABILITIES (JUN 2020)

I.42 52.222-37EMPLOYMENT REPORTS ON VETERANS (JUN 2020)

I.43 52.222-40 NOTIFICATION OF EMPLOYEE RIGHTS UNDER THE NATIONAL LABOR RELATIONS ACT (DEC 2010). 124

I.44 52.222-50COMBATING TRAFFICKING IN PERSONS (NOV 2021)

I.45 52.222-54EMPLOYMENT ELIGIBILITY VERIFICATION (MAY 2022)

I.46 52.223-6 DRUG-FREE WORKPLACE (MAY 2001)

I.47 52.223-18ENCOURAGING CONTRACTOR POLICIES TO BAN TEXT MESSAGING WHILE DRIVING (JUN 2020)

I.48 52.224-1 PRIVACY ACT NOTIFICATION (APR 1984)

I.49 52.224-2 PRIVACY ACT (APR 1984)

I.50 52.224-3 PRIVACY TRAINING (JAN 2017)

I.51 52.225-13RESTRICTIONS ON CERTAIN FOREIGN PURCHASES (NOV 2021)

I.52 52.227-11 PATENT RIGHTS--OWNERSHIP BY THE CONTRACTOR (MAY 2014)

I.53 52.227-14 RIGHTS IN DATA--GENERAL (MAY 2014)

I.54 52.227-17 RIGHTS IN DATA--SPECIAL WORKS (DEC 2007)

I.55 52.228-7 INSURANCE--LIABILITY TO THIRD PERSONS (MAR 1996)

I.56 52.230-2COST ACCOUNTING STANDARDS (JUN 2020)

I.57 52.230-3DISCLOSURE AND CONSISTENCY OF COST ACCOUNTING PRACTICES (JUN 2020)

I.58 52.230-6 ADMINISTRATION OF COST ACCOUNTING STANDARDS (JUN 2010)

I.59 52.232-1 PAYMENTS (APR 1984)

I.60 52.232-9 LIMITATION ON WITHHOLDING OF PAYMENTS (APR 1984)

I.61 52.232-11 EXTRAS (APR 1984)

I.62 52.232-17 INTEREST (MAY 2014)

I.63 52.232-18 AVAILABILITY OF FUNDS (APR 1984)

PAGE 23 OF 179 91990023R0003

I.64 52.232-20 LIMITATION OF COST (APR 1984)

I.65 52.232-22 LIMITATION OF FUNDS (APR 1984)

I.66 52.232-23 ASSIGNMENT OF CLAIMS (MAY 2014)

I.67 52.232-25 PROMPT PAYMENT (JAN 2017)

I.68 52.232-33 PAYMENT BY ELECTRONIC FUNDS TRANSFER--SYSTEM FOR AWARD MANAGEMENT (OCT 2018)

I.69 52.232-39 UNENFORCEABILITY OF UNAUTHORIZED OBLIGATIONS (JUNE 2013)

I.70 52.232-40PROVIDING ACCELERATED PAYMENTS TO SMALL BUSINESS SUBCONTRACTORS (NOV 2021)

I.71 52.233-1 I DISPUTES (MAY 2014)--ALTERNATE I (DEC 1991)

I.72 52.233-3 I PROTEST AFTER AWARD (AUG 1996)--ALTERNATE I (JUN 1985)

I.73 52.233-4 APPLICABLE LAW FOR BREACH OF CONTRACT CLAIM (OCT 2004)

I.74 52.239-1 PRIVACY OR SECURITY SAFEGUARDS (AUG 1996)

I.75 52.242-1 NOTICE OF INTENT TO DISALLOW COSTS (APR 1984)

I.76 52.242-3PENALTIES FOR UNALLOWABLE COSTS (SEP 2021)

I.77 52.242-4 CERTIFICATION OF FINAL INDIRECT COSTS (JAN 1997)

I.78 52.242-5 PAYMENTS TO SMALL BUSINESS SUBCONTRACTORS (JAN 2017)

I.79 52.242-13 BANKRUPTCY (JUL 1995)

I.80 52.244-2 ISUBCONTRACTS (JUN 2020)--ALTERNATE I (JUN 2020)

I.81 52.244-5 COMPETITION IN SUBCONTRACTING (DEC 1996)

I.82 52.244-6SUBCONTRACTS FOR COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES (JAN 2022)

I.83 52.246-25 LIMITATION OF LIABILITY--SERVICES (FEB 1997)

I.84 52.249-6 TERMINATION (COST-REIMBURSEMENT) (MAY 2004)

I.85 52.249-14 EXCUSABLE DELAYS (APR 1984)

I.86 52.253-1 COMPUTER GENERATED FORMS (JAN 1991)

I.87 3452.202-1 DEFINITIONS--DEPARTMENT OF EDUCATION (MAY 2011)

I.88 3452.208-71 PRINTING (MAY 2011)

I.89 3452.208-72 PAPERWORK REDUCTION ACT (MAY 2011)

I.90 3452.209-71 CONFLICT OF INTEREST (MAY 2011)

I.91 3452.224-70 RELEASE OF INFORMATION UNDER THE FREEDOM OF INFORMATION ACT (MAY 2011)

I.92 3452.224-72 RESEARCH ACTIVITIES INVOLVING HUMAN SUBJECTS (MAY 2011)

I.93 3452.227-71 ADVERTISING OF AWARDS (MAY 2011)

I.94 3452.227-72 USE AND NON-DISCLOSURE AGREEMENT (MAY 2011)

I.95 3452.227-73 LIMITATIONS ON THE USE OR DISCLOSURE OF GOVERNMENT-FURNISHED INFORMATION MARKED WITH

RESTRICTIVE LEGENDS (MAY 2011)

I.96 3452.232-70 LIMITATION OF COST OR FUNDS (MAY 2011)

I.97 3452.237-71 OBSERVANCE OF ADMINISTRATIVE CLOSURES (MAY 2011)

I.98 3452.239-70 INTERNET PROTOCOL VERSION 6 (MAY 2011)

I.99 3452.242-70 LITIGATION AND CLAIMS (MAY 2011)

I.100 3452.242-71 NOTICE TO THE GOVERNMENT OF DELAYS (MAY 2011)

I.101 3452.242-73 ACCESSIBILITY OF MEETINGS, CONFERENCES, AND SEMINARS TO PERSONS WITH DISABILITIES

(MAY 2011)

I.102 52.203-17CONTRACTOR EMPLOYEE WHISTLEBLOWER RIGHTS AND REQUIREMENT TO INFORM EMPLOYEES OF

WHISTLEBLOWER RIGHTS (JUN 2020)

I.103 52.204-7 SYSTEM FOR AWARD MANAGEMENT (OCT 2018)

I.104 52.204-21BASIC SAFEGUARDING OF COVERED CONTRACTOR INFORMATION SYSTEMS (NOV 2021)

I.105 52.204-23PROHIBITION ON CONTRACTING FOR HARDWARE, SOFTWARE, AND SERVICES DEVELOPED OR PROVIDED

BY KASPERSKY LAB AND OTHER COVERED ENTITIES (NOV 2021)

I.106 52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT 2018)

I.107 52.212-3OFFEROR REPRESENTATIONS AND CERTIFICATIONS--COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES

(MAY 2022)

I.108 52.212-5CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE ORDERS--

COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES (MAY 2022)

PAGE 24 OF 179 91990023R0003

I.109 52.215-12SUBCONTRACTOR CERTIFIED COST OR PRICING DATA (JUN 2020)

I.110 52.216-1 TYPE OF CONTRACT (APR 1984)

I.111 52.217-5 EVALUATION OF OPTIONS (JUL 1990)

I.112 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

I.113 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

I.114 52.227-1AUTHORIZATION AND CONSENT (JUN 2020)

I.115 52.227-2NOTICE AND ASSISTANCE REGARDING PATENT AND COPYRIGHT INFRINGEMENT (JUN 2020)

I.116 52.243-2 I CHANGES--COST-REIMBURSEMENT (AUG 1987)--ALTERNATE I (APR 1984)

I.117 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

I.118 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

I.119 52.252-6AUTHORIZED DEVIATIONS IN CLAUSES (NOV 2020)

I.120 3452.209-70 CONFLICT OF INTEREST CERTIFICATION (MAY 2011)

I.121 3452.239-73 FEDERAL DESKTOP CORE CONFIGURATION (FDCC) COMPATIBILITY (MAY 2011)

I.122 52.239-70ACCESS TO CONTRACTOR AND SUBCONTRACTOR INFORMATION SYSTEMS AND RELATED

I.123 306-1cINVOICE AND CONTRACT FINANCING REQUESTS SUBMISSION - IPP (MAY 2018)

I.124 306-8CONTRACT ADMINISTRATOR (FEB 1985)

I.125 3452.204-71 DEVIATION (JUN 2021)Notice to Offerors of Department Contractor Security Vetting

Requirements (DEVIATION) (JUN 2021)

I.126 3452.239-71 DEVIATION (JUN 2021)Notice to Offerors of Department Security and Privacy

Requirements for Information Technology Procurements (DEVIATION) (JUN 2021)

SECTION J LIST OF ATTACHMENTS

J.1 309-1aLIST OF ATTACHMENTS

SECTION K REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF OFFERORS

K.1 52.203-11 CERTIFICATION AND DISCLOSURE REGARDING PAYMENTS TO INFLUENCE CERTAIN FEDERAL

TRANSACTIONS (SEP 2007)

K.2 52.204-5 WOMEN-OWNED BUSINESS (OTHER THAN SMALL BUSINESS) (OCT 2014)

K.3 52.204-16COMMERCIAL AND GOVERNMENT ENTITY CODE REPORTING (AUG 2020)

K.4 52.204-17OWNERSHIP OR CONTROL OF OFFEROR (AUG 2020)

K.5 52.204-19 INCORPORATION BY REFERENCE OF REPRESENTATIONS AND CERTIFICATIONS (DEC 2014)

K.6 52.209-2 PROHIBITION ON CONTRACTING WITH INVERTED DOMESTIC CORPORATIONS-REPRESENTATION (NOV

2015)

K.7 52.222-38 COMPLIANCE WITH VETERANS` EMPLOYMENT REPORTING REQUIREMENTS (FEB 2016)

K.8 52.225-25PROHIBITION ON CONTRACTING WITH ENTITIES ENGAGING IN CERTAIN ACTIVITIES OR TRANSACTIONS

RELATING TO IRAN--REPRESENTATION AND CERTIFICATIONS (JUN 2020)

K.9 52.204-8ANNUAL REPRESENTATIONS AND CERTIFICATIONS (MAY 2022)

K.10 52.209-5CERTIFICATION REGARDING RESPONSIBILITY MATTERS (AUG 2020)

K.11 52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT 2018)

K.12 52.225-20 PROHIBITION ON CONDUCTING RESTRICTED BUSINESS OPERATIONS IN SUDAN--CERTIFICATION (AUG

2009)

SECTION L INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L.1 52.204-7 SYSTEM FOR AWARD MANAGEMENT (OCT 2018)

L.2 52.204-16COMMERCIAL AND GOVERNMENT ENTITY CODE REPORTING (AUG 2020)

L.3 52.204-18COMMERCIAL AND GOVERNMENT ENTITY CODE MAINTENANCE (AUG 2020)

L.4 52.212-1INSTRUCTIONS TO OFFERORS--COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES (NOV 2021)...160

L.5 52.215-1 IINSTRUCTIONS TO OFFERORS--COMPETITIVE ACQUISITION (NOV 2021)--ALTERNATE I (OCT 1997)160

L.6 52.215-20REQUIREMENTS FOR CERTIFIED COST OR PRICING DATA AND DATA OTHER THAN CERTIFIED COST

OR PRICING DATA (NOV 2021)

PAGE 25 OF 179 91990023R0003

L.7 52.215-22 LIMITATIONS ON PASS-THROUGH CHARGES -- IDENTIFICATION OF SUBCONTRACT EFFORT (OCT

2009)

L.8 52.222-46 EVALUATION OF COMPENSATION FOR PROFESSIONAL EMPLOYEES (FEB 1993)

L.9 52.233-2 SERVICE OF PROTEST (SEP 2006)

L.10 Instructions to Offerors

SECTION M EVALUATION FACTORS FOR AWARD

M.1 52.212-2EVALUATION--COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES (NOV 2021)

M.2 Evaluation Criteria

PAGE 26 OF 179 91990023R0003

SECTION C

DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C.1 MSIX PWS

PAGE 27 OF 179 91990023R0003

MIGRANT STUDENT

INFORMATION

EXCHANGE (MSIX)

DEVELOPMENT,

MAINTENANCE AND

MONITORING

Attachment A: Performance Work

Statement

ABSTRACT

Contractor support services to perform operations, development, maintenance AND monitoring efforts to support the Migrant Student

Information Exchange (MSIX) of Title I, Part C, Migrant Education Programs (MEP).

PAGE 28 OF 179 91990023R0003

Contents Background

Purpose and Scope

Objectives and Tasks

Task 1: Contract/Project Administration

Task 1.1: Kick‐off Meeting

Task 1.2: Phase‐In and Phase‐Out Periods

Subtask 1.2.1: Phase‐In (Base Year Only)

Subtask 1.2.2: Prepare and Update Phase‐Out Plan

Subtask 1.2.3: Execute Phase‐Out Plan (Optional Task)

Task 1.3: Project Management Support

Task 2: MSIX Operation

Task 2.1: MSIX Administration

Subtask 2.1.1: System Interconnection and Data Ingestion

Subtask 2.1.2: Web Site Administration

Subtask 2.1.3: Fault Problem Detection, Documentation, and Resolution

Subtask 2.1.4: Testing

Subtask 2.1.5: Internet Protocol version 6 (IPv6)

Subtask 2.1.6: Asset Management

Subtask 2.1.7: Disaster Recovery

Task 2.2: IT Systems Security

Sub Task 2.2.1: FISMA Management and Reporting Tools

Sub Task 2.2.2: Privacy Impact Assessment

Task 2.3: MSIX Documentation

Task 3: Customer Support

Task 3.1: MSIX Training and User Support

Task 4: Data Quality (Optional Task)

Task 4.1: Data Analysis, Remediation, and State Engagement (Optional Task)

Task 4.2: Child Count Reconciliation (Optional Task)

Task 4.3: Updating Category 1 and Category 2 Child Count Logic Rules and MSIX Subcategories

Snapshot Methodology (Optional Task)

PAGE 29 OF 179 91990023R0003

Subtask 4.3.1: Enhanced Design and Functionality of Child Count Reconciliation Report to Include

Design and Functionality of MSIX Supplement Subcategories Methodology (Optional Task)

Subtask 4.3.2: Viewing of data

Subtask 4.3.3: Examine and export

Task 5: Business Intelligence and Analytics

Task 5.1: License and Software Support

Task 5.2: Reports and Software Support

Subtask 5.2.1: State Profiles (Optional Task)

Subtask 5.2.2: Government Performance and Results Act (GPRA) Reports

Subtask 5.2.3: Child Count Snapshot

Subtask 5.2.4: Dashboard Reports (Optional Task)

Subtask 5.2.5: Web Services (Optional Task)

Task 6: Enhancements (Optional Task)

Task 7: Use of MSIX for Determining MEP Category 1 and Category 2 Child Counts

Task 7.1: Producing the Snapshot for Performance Reporting to the U.S. Department of Education .. 34

Subtask 7.1.1: Child Count Processes and Procedures Paper

Task 8: Virtual Monitoring and Monitoring Technical Assistance to Resolve Corrective Actions (Optional

Task)

Task 8.1 – Monitoring and Monitoring Technical Assistance Protocols (Optional Task)

Task 8.2 – Virtual Monitoring (Optional Task)

Task 8.3 – Compliance Follow‐up and Monitoring Technical Assistance (Optional Task)

Task 9: Usability Studies (Optional Task)

Task 10: System Security Analysis, Remediation Plan and Implementation (Optional Task)

Task 11: Direct Data Entry (Optional Task)

Task 12: Addition of MDEs (Optional Task)

Task 12.1: MDE – MSIX Application Analysis, Development and Deployment

Subtask 12.1.1: Phase 1: Initial Analysis

Subtask 12.1.2: Analysis of Minimum Data Elements

Subtask 12.1.3: Analysis of MSIX Application

Subtask 12.1.4: Requirements Analysis

Subtask 12.1.5: Development and Deployment of New MDE

Other Information

PAGE 30 OF 179 91990023R0003

Compliance with Section 508 of the Rehabilitation Act

Documentation Quality

Appendix A: U.S. DEPARTMENT OF EDUCATION INFORMATION MANAGEMENT CONTRACT

REQUIREMENTS

Appendix B: Information Assurance Requirements

Appendix C: Schedule of Deliverables

Appendix D: MSIX Phase Out Plan

PAGE 31 OF 179 91990023R0003

Background The educational needs of migratory children present unique challenges for educators and our Nation’s schools. Given the nature of their employment, migratory workers and their families often settle in a single community for a short period of time. One consequence of this mobile lifestyle is that migratory children frequently enroll in new schools and school districts without adequate, and in many cases any, documentation of their educational and health history. School staff at all levels need basic enrollment data, and typically proof of immunizations, to place students in the correct grade or course in a timely manner. Migrant educators have stressed that students in secondary grades have the greatest need for the timely exchange of records because they have limited time to correct mistakes that school officials make if they lack information needed for proper grade placement, course selection, and accrual of course credits required for high school graduation. Because migratory children may move at any time, including during the summer term when many schools are closed, it is imperative to have a reliable system with which the state education agency (SEA), local education agency (LEA), and local operating agency (LOA) staff may access up‐to‐date educational and health information for migratory children in a timely manner. Migrant Education Programs (MEPs) operate throughout the year, including during the summer; having timely access to a migratory child’s educational and health information help ensure that

MEPs can provide migratory children with services that appropriately address their unique needs.

The Migrant Student Information Exchange (MSIX) helps meet the needs of migratory children by making current educational and health information on those children immediately available to school and program staff where migratory children enroll after they move. MSIX uses the Minimum Data

Elements (MDEs) to provide a standard format for information that States must collect and maintain.

MSIX allows SEAs to upload the required MDEs from their own existing State student record systems into a single data repository where information on each migratory child is maintained, organized, and compiled. As a Web‐based platform, MSIX allows authorized users to access a migratory child’s MSIX record via a Web browser.

MSIX, a major information technology (IT) major investment for the Office of Elementary and Secondary

Education, supports the exchange of migrant student records from one school district to another as migratory students move within State or across State lines. This investment is in response to the

Congressional mandate in Section 1308(b) of Elementary and Secondary Education Act of 1965 (ESEA), as amended. Section 1308(b) requires the Secretary to assist States in developing effective methods for electronically exchanging student records amongst States; and, to determine, and accurately account for, the number of migratory children in each State. The MSIX investment consists of a responsive web‐ based platform that links States’ migratory student record databases to facilitate the national exchange of migratory students’ educational and health information. The investment also involves an independent verification and validation (IV&V) effort to ensure correctness and quality of the design, development, and operation of MSIX and related deliverables.

The investment has four goals. These goals include exchanging education and health data; promoting the use of MSIX; ensuring the utilization of the consolidated records for enrollment, placement, and credit accrual, as well as producing national data on the migrant population. The primary beneficiaries

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of MSIX investments are the migratory students and State MEP grantees. Migratory students benefit from educational records transferred in a timely and accurate manner; available educational records enable students to be quickly enrolled in the correct grade or course or have their secondary course credits accrued towards graduation. MSIX also benefits MEPs by providing data and reporting capabilities on the migratory student population, which supports strategic planning and delivery of

MEP‐funded services.

MSIX will continue achieving programmatic and technical innovation through technical and system enhancements deployed during each option year. The technical and system enhancements are consistent with the requirements of the program office, system security, and emerging technologies.

MSIX was developed as the most cost‐effective method to address the exchange of migratory student records between and amongst States. If MSIX was not in existence, each State would be left to enhance its MEP‐specific database to allow for the national exchange of migratory student records. Furthermore, there would be no national standard for MEP data exchange. Not having a national standard would adversely affect the completeness, logic, and validity of MEP data.

MSIX provides a national MEP record exchange platform providing benefit to internal and external stakeholders. Internal stakeholders include members of the Office of Migrant Education (OME) who can use MSIX to produce national data on the migratory student population. External stakeholders encompass State MEP personnel and migratory families. States MEPs can use MSIX to facilitate enrollment, placement, credit accrual, and participation in the MEP, as well as to produce State‐level data on the migratory student population to support strategic planning and service delivery. Migratory families benefit from this investment, having migratory student records transferred in a timely and accurate manner as they move between and amongst States, which in turn, improves their educational opportunities and academic success.

Purpose and Scope MSIX provides the linkage of 46 States’ MEP‐specific databases for facilitating the national exchange of migratory student records including demographic, educational, and health information for migratory children aged birth through 2 years old, Kindergarten – grade 12 students, as well as out‐of‐school youth through the age of 21. MSIX is built upon Oracle’s COTS Enterprise Edition platform, which utilizes a

Relational Database Management System (RDBMS) in conjunction with a suite of applications. Some of these applications include Oracle Internet Directory (OID), which serves as a Lightweight Directory

Access Protocol (LDAP), Oracle Discoverer, and Oracle Workflow. Also, MSIX uses eScholar’s Unique‐ID student matching engine to identify children individually. MSIX uses State‐supplied data to develop a consolidated migratory student record for each migratory child and provides views of each migratory child’s educational and health record to authorized MSIX users.

Because MSIX is a comprehensive technology platform and a major investment for the U. S. Department of Education (Department), the scope encompasses Contractor support to provide Project Management, System Operations, Cybersecurity Management, Customer Support Help Desk Trouble Ticket Management and a Password Account Management as outlined in the PWS, Asset Management, State

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Support and Technical Assistance for MSIX. The MSIX Contractor must provide overall program oversight, analysis, and recommendations to the Department to ensure the quality of the design, development, and operation of MSIX and related deliverables through the Lifecycle Management (LCM) of the program.

The contractor shall perform the following services in providing Operations and Management support during the term of the contract.

Category Services

Help Desk Support • Triage Escalation – Management of trouble tickets requiring technical intervention

• Account management reconfiguration to meet U.S. Department of Education (ED’s) password requirements for multi‐factor authentication

Application

Maintenance

• Applications support services including:

• Analysis of Tickets

• Configuration Management

• Break/Fix Analysis

• Break/Fix Design

• Break/Fix Implementation

• Patch release implementation and testing

• Database optimization

Application Development

• Development services for minor enhancements:

• Technical Specifications, Programming, Unit Testing

• Coordinate acceptance testing with the Department of Education

• Promote to Production

• Data Dictionary management

• Provide leadership, resources, and support for scoping ongoing initiatives, including upgrades, new functionality, and subsequent roll‐outs

Application Operations

• Provide operations and/or break/fix support for:

• Developed objects such as Interfaces and Reports

• Batch Jobs

• Release Management

• Version Control

• Change Control

Database Management

• Provide database management services including:

• Administration and tuning

• Extent Management

• Monitoring

Service Management

• Operate and measure service against Service Level Agreements (SLAs) including:

• Service Level (SL) Target Management

• SL Target Reporting

• Issue Management

• Quality Assurance (QA) Reviews

• Risk Assessments

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In meeting these goals, the OME is seeking a contractor to implement all the work outlined in this

Performance Work Statement (PWS) to include coordination to implement the Customer Support component of the MSIX application, as needed, to ensure successful implementation of this contract.

The contractor that is successful in responding to this PWS shall:

a) Ensure the MSIX remains fully functional and stable (e.g. bug‐fixes, security upgrades, software patches), and complete all required system, hardware and software upgrades in a timely manner. Note: all upgrades or enhancements shall be coordinated with the Department.

b) Interface with users and other MSIX personnel on an ongoing basis,. Responsibilities shall include system usage training for users, and rapid response to all technical…

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