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Section SF 1449 - CONTINUATION SHEET

BASE YEAR:

Twelve (12) months from date of award

ITEM NO
SUPPLIES/SERVICES
ESTIMATED QUANTITY
UNIT
UNIT PRICE
ESTIMATED AMOUNT
1
Each

Survey Services and Market Research

FFP

FOB: Destination

PURCHASE REQUEST NUMBER: HQ058411100001000

ESTIMATED

NET AMT

ITEM NO
SUPPLIES/SERVICES
EST . QUANTITY
UNIT
UNIT PRICE
AMOUNT

Travel

COST

(Do Not Propose Cost)

ESTIMATED COST

OPTION YEAR 1:

Twelve (12) months from the end of the base year

ITEM NO
SUPPLIES/SERVICES
ESTIMATED QUANTITY
UNIT
UNIT PRICE
ESTIMATED AMOUNT
1
Each
OPTION
Survey Services and Market Research

ESTIMATED

ITEM NO
SUPPLIES/SERVICES
EST . QUANTITY
UNIT
UNIT PRICE
AMOUNT
OPTION
Travel

COST

ESTIMATED COST

OPTION YEAR 2:

Twelve (12) months from the end of option year 1

ITEM NO
SUPPLIES/SERVICES
ESTIMATED QUANTITY
UNIT
UNIT PRICE
ESTIMATED AMOUNT
1
Each
OPTION
Survey Services and Market Research

ESTIMATED

ITEM NO
SUPPLIES/SERVICES
EST . QUANTITY
UNIT
UNIT PRICE
AMOUNT
OPTION
Travel

COST

ESTIMATED COST

ADDENDUM TO SF1449

ADMINISTRATION INFORMATION

A. POINTS OF CONTACT:

Contracting Officer:

TBA at contract award

4040 N. Fairfax Drive, Ste. 120

Arlington, VA 22203

Telephone:

Email:

Contract Specialist:

Matthew Poole

4040 N. Fairfax Drive, Ste. 120

Arlington VA 22203

Telephone: 703-696-0935

Email: matthew.poole@osd.pentagon.mil

Contracting Officer's Representative:

TBA at contract award

(COR)

Address:

Telephone:

Email:

The COR is not authorized to make any commitments or changes that will affect price, quality, quantity, delivery or any other terms and conditions of the contract. Reference DFARS clause 252.201-7000 (Contracting Officer’s Representative).

B. ADMINISTRATION, ACCOUNTING, AND APPROPRIATION DATA

The Administration Office and Accounting & Appropriation Data will be specified on each individual delivery/task order issued against the contract. Payment will be made by Government Purchase Card (GPC) through Wide Area Workflow (WAWF).

C. WIDE AREA WORKFLOW – RECEIPT AND ACCEPTANCE (WAWF-RA) ELECTRONIC RECEIVING REPORT AND INVOICING INSTRUCTIONS

In accordance with DFARS 252.232-7003, use of electronic payment requests, is mandatory. Use of WAWF will speed up your payment processing time and allow you to monitor your payment status online. There are no charges or fees to use WAWF. Any payment request that is not submitted in electronic form through WAWF will be rejected by the Defense Finance Accounting Service (DFAS).

Invoices must be submitted electronically via the Internet through the Wide Area WorkFlow – Receipt and Acceptance (WAWF-RA) system at https://wawf.eb.mil. The WAWF Vendor Instructions for Installation and Registration Guide is available online at: http://www.wawftraining.com. All questions relating to system setup and vendor training can be directed to the WAWF helpdesk at 1-866-618-5988.

To create your document in WAWF, select one of the following:

If billing for Materials Only or a combination of Materials and Services, select “Invoice and Receiving Report (Combo)”.

If billing for Services Only, select “2-n-1 (Services Only)”.

The following information will be required to route your receiving reports, invoices, and additional e-mails correctly through WAWF:

CONTRACT NO.
Delivery Order:
CAGE CODE:
PAY DODAAC
issue date
issue by / admin DODAAC:
inspect BY dodaac
SERVICE ACCEPTOR or SHIP TO

PLEASE SEND ADDITIONAL E-MAIL NOTIFICATIONS TO:

CONTRACT SPECIALIST:
E-MAIL:
contracting officer’s representative
E-MAIL:

* NOTE TO CONTRACTOR: The information in these blocks identify the customer responsible for inspection and acceptance of goods or services provided under this contract. In the event problems are encountered when using these codes to process invoices for payment, use the code cited in block 9 of the SF 1449 or block 6 of the SF30 instead.

Mark for, ship from, and LPO DoDAAC codes are not used.

Payment shall be based on receipt of a proper invoice and satisfactory contract performance. The Contractor shall comply with the content of invoice requirements specified at FAR Clause 52.212-4, paragraph (g) "Invoices." Failure to provide a proper invoice may result in return of invoice for correction and delay of payment.

D. COMMERCIAL PROVISION - SECTION 508 – IT REQUIREMENT

All electronic hardware and software procured under this contract/purchase order must comply with Section 508 of the Rehabilitation Act of 1973, as amended, (29 U.S.C. 794d) and the Architectural and Transportation Barriers Compliance Board Electronic Information Technology (EIT) Accessibility Standards (36 CFR part 1194). Further information is available via the Internet at http://www.section508.gov.

E. CONTRACT TYPE AND DURATION

Contract award type shall be a Firm-Fixed Price, Requirements Contract. The Period of Performance shall be for twelve months from date of award with two twelve month Option Periods.

F. PLACE OF PERFORMANCE

The primary place of performance will be at the Contractor’s site; however, the Government will provide accommodations on site for some Contractor personnel (see paragraph 10). With respect to support for JAMRS, some performance may be completed on site at JAMRS Headquarters, or at other commands. The Government interacts with the Contractor multiple times per day and face to face meetings are required on a daily bases. Accordingly, the Contractor must be able to get to JAMRS Headquarters on short notice as meetings often get scheduled spontaneously.

G. COMMON ACCESS CARDS (CACS) FOR CONTRACTOR PERSONNEL

The contractor shall obtain CACs for all personnel requiring access to Government facilities in accordance with the following :

(a) For installation(s)/location(s) cited in the contract, contractors shall ensure Common Access Cards (CACs) are obtained by all contract or subcontract personnel who meet one or both of the following criteria:

(1) Require logical access to Department of Defense computer networks and systems in either:

(i) the unclassified environment; or

(ii) the classified environment where authorized by governing security directives.

(2) Perform work which requires the use of a CAC for installation entry control or physical access to facilities and buildings.

(b) Contractors and their personnel shall use the following procedures to obtain CACs:

(1) Contractors shall provide a listing of personnel authorized a CAC to the contracting officer. The contracting officer will provide a copy of the listing to the government representative in the local organization designated to authorize issuance of contractor CACs (i.e., “authorizing official”).

(2) Contractor personnel on the listing shall each complete and submit a DD Form 1172-2 or other authorized DoD electronic form to the authorizing official. The authorizing official will verify the applicant’s name against the contractor’s listing and return the DD Form 1172-2 to the contractor personnel.

(3) Contractor personnel will proceed to the nearest CAC issuance workstation with the DD Form 1172-2 and appropriate documentation to support their identification and/or citizenship. The CAC issuance workstation will then issue the CAC.

(c) While visiting or performing work on installation(s)/location(s), contractor personnel shall wear or prominently display the CAC as required by the governing local policy.

(d) During the performance period of the contract, the contractor shall:

(1) Within 7 working days of any changes to the listing of the contract personnel authorized a CAC, provide an updated listing to the contracting officer who will provide the updated listing to the authorizing official;

(2) Return CACs in accordance with local policy/directives within 7 working days of a change in status for contractor personnel who no longer require logical or physical access;

(3) Return CACs in accordance with local policy/directives within 7 working days following a CACs expiration date; and

(4) Report lost or stolen CACs in accordance with local policy/directives.

(e) Within 7 working days following completion/termination of the contract, the contractor shall return all CACs issued to their personnel to the issuing office or the location specified by local policy/directives.

(f) Failure to comply with these requirements may result in withholding of final payment.

PERFORMANCE WORK STATEMENT

Defense Human Resources Activity (DHRA)

Joint Advertising, Market Research and Studies Performance Work Statement Survey Services and Market Research

1.0

INTRODUCTION

The Joint Advertising, Market Research and Studies (JAMRS) program requires contractor services to perform knowledge based Survey Services as well as Market Research and Analysis. The work involves survey planning, design and development, conducting and administrating surveys, analysis of quantitative and qualitative survey data, production of reports regarding the results of the surveys, identifying target markets, as well as determining prospect market trends and conditions.

2.0

BACKGROUND

The Defense Human Resource Activity’s JAMRS program is an official Department of Defense (DoD) program for joint marketing communications and market research and studies. Its mission is to measure and help broaden people's understanding of military service as a career option, and its programs help bolster the effectiveness of all the Services' recruiting and retention efforts. One of JAMRS’ core functions is to conduct market research and recruiting studies in order to provide vital intelligence to recruiting professionals across all branches of the Military and agencies of the DoD.

JAMRS’ primary research objective is to understand and provide key metrics regarding the recruiting market. This essential information allows the Services to forecast and react to recruiting market shifts, allocate recruiting resources efficiently and conduct informed advertising planning. These efforts require analysis and synthesis from knowledgeable researchers in order to provide meaningful and actionable information to the organizations within the DoD. However, there are currently not enough civilian employee billets or the expertise in the program to perform these critical duties. JAMRS requires contractor services to enhance JAMRS’ ability to provide valuable intelligence about key recruiting markets to all branches of the Military and agencies of the DoD.

3.0

SCOPE

The Contractor shall provide all personnel, equipment, tools, materials, supervision, and other items and non-personal services as necessary to perform survey services as well as market research and analysis as defined in this Performance Work Statement.

4.0

REQUIREMENTS

The Contractor shall:

4.1 Provide program support services by facilitating research studies. Support services include expertise on research-related issues, data analysis and interpretation, modeling, briefing creation and delivery, and consultation on policy and management of projects performed by and for the JAMRS Program.

4.1.1 Conduct longitudinal and trend analysis of quantitative private sector, government, and other quantitative data to obtain comparable estimates across demographic and other categories.

4.1.2 Provide findings and recommendations based upon market research projects to assist the JAMRS program’s advertising agency in the development and implementation of the Department’s communication strategy.

4.1.3 Provide technical reviews and editing of reports, presentations, and other documents.

4.1.4 Develop research hypotheses grounded in theory, theoretical and statistical models, as well as reporting standards.

4.1.5 Assess the usefulness of previous market research results and external research efforts, and make recommendations for improvement.

4.1.6 Provide continuing assessment of the validity and appropriateness of military recruiting and advertising research.

4.1.7 Work with the Government to maintain and improve coordination with the Services so that research redundancies are eliminated where possible.

4.1.8 Share expertise on the Department’s efforts to improve understanding of recruiting and other military manpower issues.

4.1.9 Develop Executive Notes (or articles for dissemination via the Internet). The Executive Notes shall provide relevant, salient, and readable information as well as attractive graphics and be written for key Government constituents.

4.1.10 Provide project management, including annual research recommendations, participating in meetings, and, where applicable, obtaining Institutional Review Boards (IRB) (as per the Defense Federal Acquisition Regulation Supplement; Protection of Human Subjects in Research Projects (July 29, 2009)) and Office of Management and Budget (OMB) approvals of research.

4.1.11 Provide counsel, expertise, and recommendations to the Government on using publically available datasets (e.g., Decennial Census, American Community Survey, Current Population Survey, Bureau of Labor Statistics, CDC NHANES) for research and reporting metrics at various levels of geography (e.g., ZIP code, county, state, nation).

4.2 Provide research design, data processing, and results presentation of online, mail or telephone surveys of youth and adult influencers of youth such as:

4.2.1.

Develop survey questionnaires;

4.2.2.

Develop sampling and weighting methodologies that allow for the optimal combination of accuracy, precision and cost in representing the populations of interest;

4.2.3.

Provide high-quality datasets and topline reports;

4.2.4.

Develop reports, briefings and articles on the findings as well as technical reports on methodologies and analyses.

4.3 Provide market research and policy analyses such as:

4.3.1 Comprehensive focus on subgroups important to JAMRS (e.g., racial/ethnic groups, gender, racial/ethnic groups by gender) and implement appropriate statistical modeling approaches.

4.3.2 Provide analyses relating to key drivers of youth and influencer attitudes, behaviors and enlistment decision processes.

4.4 Perform market segmentation using commercially available segmentation systems or custom segmentation to cluster military recruits into segments based on the characteristics of their households such as socioeconomic status, life stage, and location in order to identify segments that are more or less likely to join the military to assist in developing marketing strategies and identify potential new markets.

4.5 Perform research on emerging technology trends that are being used by youth to determine how to incorporate into military recruiting outreach strategies (e.g., social media, smart phone apps).

4.6 Conduct advertising evaluation and performance tracking, gathering daily Joint and Service-specific advertising performance data to continue trend lines on: imagery, general brand awareness, advertising awareness (by medium), perceptions of the Military, interest in the Military, likelihood to recommend military service to youth, media usage, and other areas of key interest to JAMRS.

4.7 Create and deliver briefings of JAMRS research tailored to specific audiences including JAMRS’ advertising agency, Department of Defense or other Government researchers, academic and/or professional organizations in the Washington DC metropolitan area as well as in other domestic locations such as the Memphis, TN, Louisville, KY, and San Antonio, TX metropolitan areas.

4.8 Conduct program evaluations of JAMRS program research and deliverables with input from research points of contact at each of the Military Service Recruiting Commands and elsewhere within DoD. These evaluations would determine if the research program is meeting their needs as well as identify areas for improvement.

4.9 Design and execute custom quantitative research, including meta-analyses, data mining, data modeling, trend tracking and analysis, experimental designs and tests of marketing initiatives, and other methods as applicable.

4.10 Design and execute custom qualitative research, including focus groups, in-person interviews, copy-testing, and other methods as applicable.

4.11 Provide survey database management, including administration of large databases containing personal contact information on millions of individuals for surveying purposes.

4.12 Develop and deliver training to JAMRS, DoD or affiliated staff on research and specific tools such as Nielsen Caritas Segmentation tools, Data Ferret, and research fundamentals to facilitate military recruiting.

4.13 Produce research materials (surveys, Business Reply Cards (BRCs), invitation letters, etc).

5.0 CONTRACTOR PERSONNEL

Contractor shall provide personnel with extensive analytical and methodological expertise such as knowledge of theory-based research design, complex sampling and weighting procedures, data modeling, and survey design to execute challenging research efforts and analyses. Contractor shall also provide personnel with expert knowledge of military recruiting research in order to provide informed counsel and Service-specific military recruiting recommendations. Examples of individual skill would include survey methodology, theory-based research design, market research, organizational research, advertising evaluation, qualitative and quantitative research design and methodology, survey sampling and weighting, and statistics.

6.0 DELIVERABLES

The specific deliverables will vary given the specific task order. Following is a listing of the types of work products/deliverables that the Contractor may be required to provide in performance of the PWS under resulting task orders: executive notes, technical reports, modeling reports, analysis plans, topline briefings, topline reports, results briefings, case studies, manuscripts suitable for publication, etc. One or several may be required to be delivered under any given task order.

7.0 CONTRACTOR TRAVEL

Contractor costs for Government authorized travel are included in this contract. All travel shall be in accordance with FAR 31.205-46 and applicable travel regulations (Joint, Federal or Standardized). Contractor payment claims shall include applicable documentation to support actual costs incurred (e.g. airfare and hotel/lodging receipts) as well as any receipts valued at or above $75.00. Failure to provide appropriate documentation may result in loss of reimbursement of travel expenses.

8.0

PLACE OF PERFORMANCE

The primary place of performance will be at the Contractor’s site; however, the Government will provide accommodations on site for some Contractor personnel (see paragraph 10). With respect to support for JAMRS, some performance may be completed on site at JAMRS Headquarters, or at other commands. The Government interacts with the Contractor multiple times per day and face to face meetings are required on a daily bases. Accordingly, the Contractor must be able to get to JAMRS Headquarters on short notice as meetings often get scheduled spontaneously.

9.0

SECURITY REQUIREMENTS

Contractors who work onsite in a Government location will be required to qualify for and successfully pass a National Agency Check with Law Enforcement and Credit (NACLC).

10.0

GOVERNMENT FURNISHED INFORMATION/EQUIPMENT

The Government will provide information (such as survey questionnaires) specific to each task order. The Government will provide no more than seven workstations onsite for Contractor personnel.

11.0

QUALITY CONTROL

The contractor shall implement and maintain a Quality Control Plan (QCP) to ensure work performed conforms to the scope of work and meets the requirements under this PWS. The QCP shall, at a minimum provide a method for performing inspections; identifying, correcting and preventing problems/defective service; addressing customer complaints, and improving the quality of services over the life of the contract.

12.0

QUALITY ASSURANCE

12.1 The Government reserves the right to perform inspections and surveillance to evaluate the Contractor’s compliance to the contract terms and performance of the requirements in the PWS. The Government will make every effort to ensure that the surveillance methods described below are conducted in an objective, fair, and consistent manner.

12.1.1 Periodic Surveillance. This action occurs when the COR or other Government official observes a deficiency. Examples include evidence from accidents, incidents, or delays. Regardless of where in the line-of-duty the COR observes contractual procedures not being followed, he/she has an obligation to document and report the deficiency to the Contracting Officer.

12.1.2 Customer Complaint Surveillance. This action is instituted when the COR receives a complaint from a stakeholder (stakeholder organizations include JAMRS staff, Service/Component POCs, DoD leadership POCs) regarding contractor service. The COR will obtain the complaint in writing and then conduct an investigation to determine its validity. If the complaint is deemed valid, the COR will immediately notify the Contracting Officer for action. The COR will notify both the Contract Manager and the complainant of the Government’s response to their complaint.

13.0

APPLICABLE DOCUMENTS

13.1 DoD Directive 5400.11, “DoD Privacy Program”

13.2 DoD Publication 5400.11-R, “Department of Defense Privacy Program,”

13.3 DoD Directive 3216.02, “Protection of Human Subjects and Adherence to Ethical Standards in DoD-Supported Research”

13.4 Title 32 Code of Federal Regulations, Part 219 “Protection of Human Subjects”

13.5 Section 980 of Title 10, United States Code

CLAUSES INCORPORATED BY REFERENCE

52.203-3
Gratuities
APR 1984
52.203-6 Alt I
Restrictions On Subcontractor Sales To The Government (Sep 2006) -- Alternate I
OCT 1995
52.203-13
Contractor Code of Business Ethics and Conduct
APR 2010
52.204-4
Printed or Copied Double-Sided on Recycled Paper
AUG 2000
52.204-7
Central Contractor Registration
APR 2008
52.204-9
Personal Identity Verification of Contractor Personnel
JAN 2011
52.204-10
Reporting Executive Compensation and First-Tier Subcontract Awards
JUL 2010
52.209-2
Prohibition on Contracting with Inverted Domestic Corporations--Representation
JUL 2009
52.209-6
Protecting the Government's Interest When Subcontracting With Contractors Debarred, Suspended, or Proposed for Debarment
DEC 2010
52.209-7
Information Regarding Responsibility Matters
JAN 2011
52.212-1
Instructions to Offerors--Commercial Items
JUN 2008
52.212-4
Contract Terms and Conditions--Commercial Items
JUN 2010
52.214-34
Submission Of Offers In The English Language
APR 1991
52.214-35
Submission Of Offers In U.S. Currency
APR 1991
52.217-5
Evaluation Of Options
JUL 1990
52.219-4
Notice of Price Evaluation Preference for HUBZone Small Business Concerns
JAN 2011
52.219-6
Notice Of Total Small Business Set-Aside
JUN 2003
52.219-8
Utilization of Small Business Concerns
JAN 2011
52.219-14
Limitations On Subcontracting
DEC 1996
52.219-25
Small Disadvantaged Business Participation Program--Disadvantaged Status and Reporting
DEC 2010
52.219-28
Post-Award Small Business Program Rerepresentation
APR 2009
52.222-3
Convict Labor
JUN 2003
52.222-21
Prohibition Of Segregated Facilities
FEB 1999
52.222-24
Preaward On-Site Equal Opportunity Compliance Evaluation
FEB 1999
52.222-26
Equal Opportunity
MAR 2007
52.222-35
Equal Opportunity for Veterans
SEP 2010
52.222-36
Affirmative Action For Workers With Disabilities
OCT 2010
52.222-37
Employment Reports on Veterans
SEP 2010
52.222-40
Notification of Employee Rights Under the National Labor Relations Act
DEC 2010
52.222-46
Evaluation Of Compensation For Professional Employees
FEB 1993
52.222-50
Combating Trafficking in Persons
FEB 2009
52.222-54
Employment Eligibility Verification
JAN 2009
52.223-16 Alt I
IEEE 1680 Standard for the Environmental Assessment of Personal Computer Products (Dec 200&0 Alternate I
DEC 2007
52.223-18
Contractor Policy to Ban Text Messaging While Driving
SEP 2010
52.224-1
Privacy Act Notification
APR 1984
52.224-2
Privacy Act
APR 1984
52.225-13
Restrictions on Certain Foreign Purchases
JUN 2008
52.225-20
Prohibition on Conducting Restricted Business Operations in Sudan--Certification
AUG 2009
52.225-25
Prohibition on Engaging in Sanctioned Activities Relating to Iran--Certification.
SEP 2010
52.227-1
Authorization and Consent
DEC 2007
52.227-2
Notice And Assistance Regarding Patent And Copyright Infringement
DEC 2007
52.227-17
Rights In Data-Special Works
DEC 2007
52.229-3
Federal, State And Local Taxes
APR 2003
52.232-11
Extras
APR 1984
52.232-33
Payment by Electronic Funds Transfer--Central Contractor Registration
OCT 2003
52.232-36
Payment by Third Party
FEB 2010
52.233-3
Protest After Award
AUG 1996
52.233-4
Applicable Law for Breach of Contract Claim
OCT 2004
52.237-3
Continuity Of Services
JAN 1991
52.239-1
Privacy or Security Safeguards
AUG 1996
52.242-13
Bankruptcy
JUL 1995
52.242-15
Stop-Work Order
AUG 1989
52.242-15 Alt I
Stop-Work Order (Aug 1989) - Alternate I
APR 1984
52.245-1
Government Property
AUG 2010
52.245-1 Alt I
Government Property (Aug 2010) Alternate I
AUG 2010
52.245-9
Use And Charges
AUG 2010
52.246-4
Inspection Of Services--Fixed Price
AUG 1996
52.247-34
F.O.B. Destination
NOV 1991
52.247-55
F.O.B. Point For Delivery Of Government-Furnished Property
JUN 2003
52.253-1
Computer Generated Forms
JAN 1991
252.201-7000
Contracting Officer's Representative
DEC 1991
252.203-7000
Requirements Relating to Compensation of Former DoD Officials
JAN 2009
252.203-7002
Requirement to Inform Employees of Whistleblower Rights
JAN 2009
252.204-7003
Control Of Government Personnel Work Product
APR 1992
252.204-7004 Alt A
Central Contractor Registration (52.204-7) Alternate A
SEP 2007
252.204-7006
Billing Instructions
OCT 2005
252.205-7000
Provision Of Information To Cooperative Agreement Holders
DEC 1991
252.209-7001
Disclosure of Ownership or Control by the Government of a Terrorist Country
JAN 2009
252.209-7004
Subcontracting With Firms That Are Owned or Controlled By The Government of a Terrorist Country
DEC 2006
252.211-7007
Reporting of Government-Furnished Equipment in the DoD Item Unique Identification (IUID) Registry
NOV 2008
252.211-7008
Use of Government-Assigned Serial Numbers
SEP 2010
252.219-7004
Small Business Subcontracting Plan (Test Program)
JAN 2011
252.225-7001
Buy American Act And Balance Of Payments Program
JAN 2009
252.225-7002
Qualifying Country Sources As Subcontractors
APR 2003
252.225-7012
Preference For Certain Domestic Commodities
JUN 2010
252.226-7001
Utilization of Indian Organizations and Indian-Owned Economic Enterprises, and Native Hawaiian Small Business Concerns
SEP 2004
252.227-7015
Technical Data--Commercial Items
MAR 2011
252.227-7027
Deferred Ordering Of Technical Data Or Computer Software
APR 1988
252.227-7028
Technical Data or Computer Software Previously Delivered to the Government
JUN 1995
252.227-7030
Technical Data--Withholding Of Payment
MAR 2000
252.227-7037
Validation of Restrictive Markings on Technical Data
SEP 1999
252.232-7003
Electronic Submission of Payment Requests and Receiving Reports
MAR 2008
252.232-7010
Levies on Contract Payments
DEC 2006
252.235-7004
Protection of Human Subjects
JUL 2009
252.239-7001
Information Assurance Contractor Training and Certification
JAN 2008
252.243-7001
Pricing Of Contract Modifications
DEC 1991
252.243-7002
Requests for Equitable Adjustment
MAR 1998
252.245-7000
Government-Furnished Mapping, Charting, and Geodesy Property
DEC 1991
252.245-7001
Tagging, Labeling, and Marking of Government-Furnished Property
FEB 2011
252.245-7002
Reporting Loss of Government Property
FEB 2011
252.247-7023
Transportation of Supplies by Sea
MAY 2002
252.247-7024
Notification Of Transportation Of Supplies By Sea
MAR 2000

ADDENDUM TO 52.212-1

INSTRUCTIONS TO OFFERORS

OFFERORS SHOULD NOTE THE FOLLOWING IMPORTANT INFORMATION REGARDING PROPOSAL SUBMISSION:

1. CCR: Any Offeror that submits a proposal in response to this solicitation must be registered in the Central Contractors Registration (CCR), in accordance with FAR Clause 52.232-33 and DFARS Clauses 252.201-7000 and 252.204-7004 Alt A, prior to contract award. Registration information can be found at https://www.bpn.gov/ccr/default.aspx.

2. Communication: Solicitation information and amendments will be posted to the Federal Business Opportunities website at www.fbo.gov. Offerors may email written questions requesting clarification of the Request for Proposal (RFP) to the Contract Specialist, Matthew Poole, at: matthew.poole@osd.pentagon.mil. No information concerning this solicitation or requests for clarification will be provided in response to telephone calls. Questions will be received up to 2:00 PM Eastern Standard Time (EST) on June 28, 2011. Questions received after this time and date may not be answered.

3. Proposal Submissions: All proposal submissions in response to this solicitation must be received no later than 2:00 PM EST on July 20, 2011. No electronic submissions will be accepted. Submit proposals to the address below:

DHRA PSO

Attn: Matthew Poole Survey Services and Market Research Solicitation # H98210-11-R-0032 4040 N. Fairfax Drive, Suite 120

Arlington, VA 22203

Proposal: Proposals shall be separated into the following three (3) volumes. Each volume shall be submitted in individual folders:

A. VOLUME I – Business Proposal: Offerors shall submit one (1) hard copy of Volume I. This volume shall include:

i. Signed copy of the Standard Form 1449, with blocks 17 and 30 completed.

ii. Signed copy of the Standard Form 30 of any amendments issued against this RFP.

iii. Offeror’s DUNS number, Cage Code, and Tax ID number.

iv. Completed Representations and Certifications of Offeror (FAR Clause 52.212-3 Alt I and DFARS Clause DFARS 252.212-7000).

v. All completed clauses that require an offeror’s response.

B. VOLUME II – Technical Proposal: Offerors shall submit one (1) original and three (3) hard copies of Volume II. This volume shall include:

i. Technical Proposal: This section shall address the technical requirements of the PWS and Evaluation Factors (See Attachment A). The technical proposal shall not exceed 30 pages, excluding resumes.

ii. Sample Task Orders: Attached to this solicitation are two sample task orders (Attachment C – Sample Task 1 – JAMRS Advertising Tracking System) of possible work to be completed under 4.6 of the PWS; Attachment D – Sample Task 2 – Social Media Study) of possible work to be completed under 4.5 of the PWS. Offerors shall submit a technical proposal addressing the requirements of each Sample Task Order at Attachment C & D. Each proposal shall be annotated to the corresponding attachment. Each sample task proposal shall not exceed 20 pages.

iii. Past Performance References: Offerors shall submit no more than 3-5 relevant and recent past performance references. All references shall address current projects or those completed within the last three years. The Past Performance reference information shall include the following:

· Name, email, and telephone numbers for points of contact

· Project Name

· Date of Contract

· Type of Contract

· Dollar Value of Contract

· Period of Performance

· Description of services/supplies provided

· Description of the relevance to the current requirement being solicited

Should the offeror possess no relevant past performance, a written statement shall be provided by the offeror so indicating. In this case, the offeror will not be evaluated favorably or unfavorably on past performance and will be assigned a rating of Unknown Confidence.

iv. Past Performance Relevancy Questionnaire: Offerors shall complete and include a Past Performance Relevancy Questionnaire for each reference being submitted (See Attachment B).

C. VOLUME III – Price Proposal: Offerors shall submit one (1) hard copy of Volume III. This volume shall include:

i. Offerors shall provide the labor categories and fully burdened labor rates proposed for completing the tasks of this requirement, for the Base and all Option years. Each labor category proposed for this contract shall be clearly defined.

ii. Sample Tasks Pricing: Offerors shall submit a price proposal for each sample task and be annotated to the corresponding attachment (Attachment C – Sample Task 1 – JAMRS Advertising Tracking System; Attachment D – Sample Task 2 – Social Media Study). Pricing for each task shall include labor categories, fully burdened labor rates and hours.

(End of Instructions to Offerors)

CLAUSES INCORPORATED BY FULL TEXT

52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (JAN 2011)

(a) Definitions. As used in this provision--

Administrative proceeding means a non-judicial process that is adjudicatory in nature in order to make a determination of fault or liability (e.g., Securities and Exchange Commission Administrative Proceedings, Civilian Board of Contract Appeals Proceedings, and Armed Services Board of Contract Appeals Proceedings). This includes administrative proceedings at the Federal and State level but only in connection with performance of a Federal contract or grant. It does not include agency actions such as contract audits, site visits, corrective plans, or inspection of deliverables.

Federal contracts and grants with total value greater than $10,000,000 means--

(1) The total value of all current, active contracts and grants, including all priced options; and

(2) The total value of all current, active orders including all priced options under indefinite-delivery, indefinite-quantity, 8(a), or requirements contracts (including task and delivery and multiple-award Schedules).

Principal means an officer, director, owner, partner, or a person having primary management or supervisory responsibilities within a business entity (e.g., general manager; plant manager; head of a division or business segment; and similar positions).

(b) The offeror ( ) has ( ) does not have current active Federal contracts and grants with total value greater than $10,000,000.

(c) If the offeror checked “has” in paragraph (b) of this provision, the offeror represents, by submission of this offer, that the information it has entered in the Federal Awardee Performance and Integrity Information System (FAPIIS) is current, accurate, and complete as of the date of submission of this offer with regard to the following information:

(1) Whether the offeror, and/or any of its principals, has or has not, within the last five years, in connection with the award to or performance by the offeror of a Federal contract or grant, been the subject of a proceeding, at the Federal or State level that resulted in any of the following dispositions:

(i) In a criminal proceeding, a conviction.

(ii) In a civil proceeding, a finding of fault and liability that results in the payment of a monetary fine, penalty, reimbursement, restitution, or damages of $5,000 or more.

(iii) In an administrative proceeding, a finding of fault and liability that results in--

(A) The payment of a monetary fine or penalty of $5,000 or more; or

(B) The payment of a reimbursement, restitution, or damages in excess of $100,000.

(iv) In a criminal, civil, or administrative proceeding, a disposition of the matter by consent or compromise with an acknowledgment of fault by the Contractor if the proceeding could have led to any of the outcomes specified in paragraphs (c)(1)(i), (c)(1)(ii), or (c)(1)(iii) of this provision.

(2) If the offeror has been involved in the last five years in any of the occurrences listed in (c)(1) of this provision, whether the offeror has provided the requested information with regard to each occurrence.

(d) The offeror shall post the information in paragraphs (c)(1)(i) through (c)(1)(iv) of this provision in FAPIIS as required through maintaining an active registration in the Central Contractor Registration database at http://www.ccr.gov (see 52.204-7).

(End of provision)

52.209-9 Updates of Publicly Available Information Regarding Responsibility Matters (JAN 2011)

(a) The Contractor shall update the information in the Federal Awardee Performance and Integrity Information System (FAPIIS) on a semi-annual basis, throughout the life of the contract, by posting the required information in the Central Contractor Registration database at http://www.ccr.gov.

(b)(1) The Contractor will receive notification when the Government posts new information to the Contractor's record.

(2) The Contractor will have an opportunity to post comments regarding information that has been posted by the Government. The comments will be retained as long as the associated information is retained, i.e., for a total period of 6 years. Contractor comments will remain a part of the record unless the Contractor revises them.

(3)(i) Public requests for system information posted prior to April 15, 2011, will be handled under Freedom of Information Act procedures, including, where appropriate, procedures promulgated under E.O. 12600.

(ii) As required by section 3010 of Public Law 111-212, all information posted in FAPIIS on or after April 15, 2011, except past performance reviews, will be publicly available.

(End of clause)

52.212-2 EVALUATION--COMMERCIAL ITEMS (JAN 1999)

(a) The Government will award a contract resulting from this solicitation to the responsible offeror whose offer conforming to the solicitation will be most advantageous to the Government, price and other factors considered. The following factors shall be used to evaluate offers:

SEE ATTACHMENT A

(End of provision)

52.212-3 OFFEROR REPRESENTATIONS AND CERTIFICATIONS--COMMERCIAL ITEMS (APR 2011) ALTERNATE I (APR 2011)

An offeror shall complete only paragraph (b) of this provision if the offeror has completed the annual representations and certifications electronically at http://orca.bpn.gov. If an offeror has not completed the annual representations and certifications electronically at the ORCA website, the offeror shall complete only paragraphs (b) through (i) of this provision.

(a) Definitions. As used in this provision:

"Emerging small business" means a small business concern whose size is no greater than 50 percent of the numerical size standard for the NAICS code designated.

"Forced or indentured child labor" means all work or service-

(1) Exacted from any person under the age of 18 under the menace of any penalty for its nonperformance and for which the worker does not offer himself voluntarily; or

(2) Performed by any person under the age of 18 pursuant to a contract the enforcement of which can be accomplished by process or penalties.

Inverted domestic corporation means a foreign incorporated entity which is treated as an inverted domestic corporation under 6 U.S.C. 395(b), i.e., a corporation that used to be incorporated in the United States, or used to be a partnership in the United States, but now is incorporated in a foreign country, or is a subsidiary whose parent corporation is incorporated in a foreign country, that meets the criteria specified in 6 U.S.C. 395(b), applied in accordance with the rules and definitions of 6 U.S.C. 395(c).

“Manufactured end product” means any end product in Federal Supply Classes (FSC) 1000-9999, except—

(1) FSC 5510, Lumber and Related Basic Wood Materials;

(2) Federal Supply Group (FSG) 87, Agricultural Supplies;

(3) FSG 88, Live Animals;

(4) FSG 89, Food and Related Consumables;

(5) FSC 9410, Crude Grades of Plant Materials;

(6) FSC 9430, Miscellaneous Crude Animal Products, Inedible;

(7) FSC 9440, Miscellaneous Crude Agricultural and Forestry Products;

(8) FSC 9610, Ores;

(9) FSC 9620, Minerals, Natural and Synthetic; and

(10) FSC 9630, Additive Metal Materials.

“Place of manufacture” means the place where an end product is assembled out of components, or otherwise made or processed from raw materials into the finished product that is to be provided to the Government. If a product is disassembled and reassembled, the place of reassembly is not the place of manufacture.

Restricted business operations means business operations in Sudan that include power production activities, mineral extraction activities, oil-related activities, or the production of military equipment, as those terms are defined in the Sudan Accountability and Divestment Act of 2007 (Pub. L. 110-174). Restricted business operations do not include business operations that the person (as that term is defined in Section 2 of the Sudan Accountability and Divestment Act of 2007) conducting the business can demonstrate--

(1) Are conducted under contract directly and exclusively with the regional government of southern Sudan;

(2) Are conducted pursuant to specific authorization from the Office of Foreign Assets Control in the Department of the Treasury, or are expressly exempted under Federal law from the requirement to be conducted under such authorization;

(3) Consist of providing goods or services to marginalized populations of Sudan;

(4) Consist of providing goods or services to an internationally recognized peacekeeping force or humanitarian organization;

(5) Consist of providing goods or services that are used only to promote health or education; or

(6) Have been voluntarily suspended.

Service-disabled veteran-owned small business concern--

(1) Means a small business concern--

(i) Not less than 51 percent of which is owned by one or more service-disabled veterans or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more service-disabled veterans; and

(ii) The management and daily business operations of which are controlled by one or more service-disabled veterans or, in the case of a service-disabled veteran with permanent and severe disability, the spouse or permanent caregiver of such veteran.

(2) Service-disabled veteran means a veteran, as defined in 38 U.S.C. 101(2), with a disability that is service-connected, as defined in 38 U.S.C. 101(16).

"Small business concern" means a concern, including its affiliates, that is independently owned and operated, not dominant in the field of operation in which it is bidding on Government contracts, and qualified as a small business under the criteria in 13 CFR Part 121 and size standards in this solicitation.

Veteran-owned small business concern means a small business concern--

(1) Not less than 51 percent of which is owned by one or more veterans (as defined at 38 U.S.C. 101(2)) or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more veterans; and

(2) The management and daily business operations of which are controlled by one or more veterans.

"Women-owned small business concern" means a small business concern--

(1) That is at least 51 percent owned by one or more women or, in the case of any publicly owned business, at least 51 percent of its stock is owned by one or more women; or

(2) Whose management and daily business operations are controlled by one or more women.

"Women-owned business concern" means a concern which is at least 51 percent owned by one or more women; or in the case of any publicly owned business, at least 51 percent of the stock of which is owned by one or more women; and whose management and daily business operations are controlled by one or more women.

(b) (1) Annual Representations and Certifications. Any changes provided by the offeror in paragraph (b)(2) of this provision do not automatically change the representations and certifications posted on the Online Representations and Certifications Application (ORCA) website.

(2) The offeror has completed the annual representations and certifications electronically via the ORCA website at http://orca.bpn.gov. After reviewing the ORCA database information, the offeror verifies by submission of this offer that the representations and certifications currently posted electronically at FAR 52.212-3, Offeror Representations and Certifications--Commercial Items, have been entered or updated in the last 12 months, are current, accurate, complete, and applicable to this solicitation (including the business size standard applicable to the NAICS code referenced for this solicitation), as of the date of this offer and are incorporated in this offer by reference (see FAR 4.1201), except for paragraphs ----------.

(Offeror to identify the applicable paragraphs at (c) through (n) of this provision that the offeror has completed for the purposes of this solicitation only, if any.)

These amended representation(s) and/or certification(s) are also incorporated in this offer and are current, accurate, and complete as of the date of this offer.

Any changes provided by the offeror are applicable to this solicitation only, and do not result in an update to the representations and certifications posted on ORCA.]

(c) Offerors must complete the following representations when the resulting contract will be performed in the United States or its outlying areas. Check all that apply.

(1) Small business concern. The offeror represents as part of its offer that it ( ) is, ( ) is not a small business concern.

(2) Veteran-owned small business concern. (Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.) The offeror represents as part of its offer that it ( ) is, ( ) is not a veteran-owned small business concern.

(3) Service-disabled veteran-owned small business concern. (Complete only if the offeror represented itself as a veteran-owned small business concern in paragraph (c)(2) of this provision.) The offeror represents as part of its offer that it ( ) is, ( ) is not a service-disabled veteran-owned small business concern.

(4) Small disadvantaged business concern. (Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.) The offeror represents, for general statistical purposes, that it ( ) is, ( ) is not a small disadvantaged business concern as defined in 13 CFR 124.1002.

(5) Women-owned small business concern. (Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.) The offeror represents that it ( ) is, ( ) is not a women-owned small business concern.

Note to paragraphs (c)(8) and (9): Complete paragraphs (c)(8) and (c)(9) only if this solicitation is expected to exceed the simplified acquisition threshold.

(6) WOSB concern eligible under the WOSB Program. [Complete only if the offeror represented itself as a women-owned small business concern in paragraph (c)(5) of this provision.] The offeror represents that--

(i) It * is, * is not a WOSB concern eligible under the WOSB Program, has provided all the required documents to the WOSB Repository, and no change in circumstances or adverse decisions have been issued that affects its eligibility; and

(ii) It * is, * is not a joint venture that complies with the requirements of 13 CFR part 127, and the representation in paragraph (c)(6)(i) of this provision is accurate in reference to the WOSB concern or concerns that are participating in the joint venture. [The offeror shall enter the name or names of the WOSB concern or concerns that are participating in the joint venture: .] Each WOSB concern participating in the joint venture shall submit a separate signed copy of the WOSB representation.

(7) Economically disadvantaged women-owned small business (EDWOSB) concern. [Complete only if the offeror represented itself as a WOSB concern eligible under the WOSB Program in (c)(6) of this provision.] The offeror represents that--

(i) It * is, * is not an EDWOSB concern eligible under the WOSB Program, has provided all the required documents to the WOSB Repository, and no change in circumstances or adverse decisions have been issued that affects its eligibility; and

(ii) It * is, * is not a joint venture that complies with the requirements of 13 CFR part 127, and the representation in paragraph (c)(7)(ii) of this provision is accurate in reference to the EDWOSB concern or concerns that are participating in the joint venture. The offeror shall enter the name or names of the EDWOSB concern or concerns that are participating in the joint venture: ------------. Each EDWOSB concern participating in the joint venture shall submit a separate signed copy of the EDWOSB representation.

(8) Women-owned business concern (other than small business concern). (Complete only if the offeror is a women-owned business concern and did not represent itself as a small business concern in paragraph (c)(1) of this provision.) The offeror represents that it ( ) is, a women-owned business concern.

(9) Tie bid priority for labor surplus area concerns. If this is an invitation for bid, small business offerors may identify the labor surplus areas in which costs to be incurred on account of manufacturing or production (by offeror or first-tier subcontractors) amount to more than 50 percent of the contract price:

(10) Small Business Size for the Small Business Competitiveness Demonstration Program and for the Targeted Industry Categories under the Small Business Competitiveness Demonstration Program. (Complete only if the offeror has represented itself to be a small business concern under the size standards for this solicitation.)

(i) (Complete only for solicitations indicated in an addendum as being set-aside for emerging small businesses in one of the designated industry groups (DIGs).) The offeror represents as part of its offer that it ( ) is, ( ) is not an emerging small business.

(ii) (Complete only for solicitations indicated in an addendum as being for one of the targeted industry categories (TICs) or designated industry groups (DIGs).) Offeror represents as follows:

(A) Offeror's number of employees for the past 12 months (check the Employees column if size standard stated in the solicitation is expressed in terms of number of employees); or

(B) Offeror's average annual gross revenue for the last 3 fiscal years (check the Average Annual Gross Number of Revenues column if size standard stated in the solicitation is expressed in terms of annual receipts).

(Check one of the following):

Average Annual

Number of Employees Gross Revenues

___ 50 or fewer ___ $1 million or less

___ 51 - 100 ___ $1,000,001 - $2 million

___ 101 - 250 ___ $2,000,001 - $3.5 million

___ 251 - 500 ___ $3,500,001 - $5 million

___ 501 - 750 ___ $5,000,001 - $10 million

___ 751 - 1,000 ___ $10,000,001 - $17 million

___ Over 1,000 ___ Over $17 million

(11) (Complete only if the solicitation contains the clause at FAR 52.219-23, Notice of Price Evaluation Adjustment for Small Disadvantaged Business Concerns or FAR 52.219-25, Small Disadvantaged Business Participation Program-Disadvantaged Status and Reporting, and the offeror desires a benefit based on its disadvantaged…

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