HE1254-08-R-0018.doc

Section SF 1449 - CONTINUATION SHEET

UNIQUE STUDENT IDENTIFIER SOFTWARE

FFP

IN ACCORDANCE WITH THE SOO TO INCLUDE DODEA WORLD WIDE SOFTWARE LICENSE, SOFTWARE MEDIA, DOCUMENTATION, SUPPORT AND HOSTING PERIOD OF PERFORMANCE 15 MAY 2008 THROUGH 14 May 2009

FOB: Destination

PURCHASE REQUEST NUMBER: HE125420080150001

NET AMT

FFP

OPTION YEAR 1

DODEA WORLD WIDE SOFTWARE LICENSE, Maintenance and Support

Period of Performance 15 MAY 2009 THROUGH 14 May 2010

NET AMT

FFP

OPTION YEAR 2

DODEA WORLD WIDE SOFTWARE LICENSE, Maintenance and Support

PERIOD OF PERFORMANCE 15 MAY 2010 THROUGH 14 May 2011

NET AMT

FFP

OPTION YEAR 3

DODEA WORLD WIDE SOFTWARE LICENSE, Maintenance and Support

PERIOD OF PERFORMANCE 15 MAY 2011 THROUGH 14 May 2012

NET AMT

FFP

OPTION YEAR 4

DODEA WORLD WIDE SOFTWARE LICENSE, Maintenance and Support

PERIOD OF PERFORMANCE 15 MAY 2012 THROUGH 14 May 2013

NET AMT

ADDENDUM TO SF 1449

Administrative Information

1. Points of Contact

Contracting Officer:

TBA at contract award

4040 N. Fairfax Drive, Arlington, VA 22203-1635

Telephone: 703-588-XXXX

FAX: 703-588-3713

Contract Specialist:

Ronald Kunz

Arlington VA 22203-1635

Telephone: 703-588-3607

Ronald.Kunz@hq.dodea.edu

Contracting Officer's Representative (COR):

TBA at contract award

Telephone: 703-588-XXXX

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

2. Administration, Accounting, and Appropriation Data

The Administration Office and Accounting and Appropriation Data will be entered at time of award. Payment will be made by Electronic Funds Transfer (EFT) to the account registered in the Central Contractor Registration (CCR) database.

3. Invoice Submission and Payment

a. Payment shall be based on receipt of a proper invoice and satisfactory contract performance (as indicated on the respective Receiving Report completed by the COR).

b. Submission:

(1) Mail invoices to:

DoDEA PROCUREMENT DIVISIONN

Attn: Invoice Processing

4040 N. Fairfax Drive, 4th Floor

(2) All invoices shall comply with the content of invoice requirements specified at FAR 32.905, “Payment Documentation and Process”, and at FAR Clause 52.212-4, paragraph (g) “Invoices”, Failure to provide a proper invoice can result in return of the invoice for correction and delay of payment.

4. Tax Exemption Status

DoDEA and the schools and offices comprising it are activities of the Federal Government. As such, state agencies are precluded from taxing them by reason of the Supreme Court decision in McCullough v. Maryland, 17 US 316 (1817). In addition, the various states have codified this immunity by appropriate statutes. DoDEA Federal Tax Identification number is 53-0207336.

5. Section 508 Compliant Commercial Provision - IT Requirement

In addition, all electronic hardware and software procured under this contract must comply with Section 508 of the Rehabilitation Act of 1973 (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.

6. Contract Type and Duration of Contract

Contract award type shall be a Firm-Fixed Price Contract. The period of performance shall be for one 12 month base period with the Government’s option to extend performance for up to four 12-month option periods in accordance with FAR 52.217-9, :Option to Extend the Term of the Contract.”

STATEMENT OF OBJECTIVES

for

Unique Student Identifier Solution

1. INTRODUCTION: The Department of Defense Education Activity (DoDEA) requires a solution that will provide a unique identifier for each DoDEA student and have the ability to retrieve a previously assigned identifier when provided with particular student characteristics such as name and date of birth.

2. BACKGROUND: DoDEA is an activity of the U.S. Department of Defense. It operates over 200 schools in 12 foreign countries, seven states, Guam and Puerto Rico. All schools within DoDEA are fully accredited by U.S. accreditation agencies. The DoDEA school system offers a typical American education and uses materials and equipment comparable to stateside schools. All of DoDEA currently uses Pearson’s Chancery SMS® software as its student information management system as the primary component of DoDEA’s Student Information System, SIS.

SMS stores student demographic, attendance, discipline, grading, health, and scheduling information; provides for the export of data for various purposes including headquarters program management applications; and provides standardized and ad hoc management reports of student activities and school operations that are used at the school, district, area, and headquarters level for decision-making. To ensure each student’s record is unique SMS provides a “student number” field. The Unique Student Identifier (USI) solution will provide alphanumeric identifiers that will be used as student numbers in SMS and auxiliary student information systems.

3. SCOPE: This document defines the software packages and related services required to provide unique identifiers for DoDEA.

In general, the USI solution must provide a unique identifier for each DoDEA student and be able to retrieve a previously assigned USI when provided with a particular student’s enduring characteristics such as name and date of birth. The solution must provide a sufficient quantity of identifiers to meet DoDEA’s present and future needs and must have a demonstrated ability to perform acceptably in a large, distributed school system. The vendor must provide initial setup, including assigning unique identifiers for each student record in DoDEA’s SMS database; the vendor must also provide ongoing maintenance support for the product as well as provide a capability for DoDEA to contact vendor for telephone or online support. The vendor should provide the option for DoDEA to host the USI application or, at DoDEA’s option, to host it at the vendor’s site.

4. REQUIREMENTS

a.

DoDEA Information Technology Requirement: The Government will examine the online system vis a-vis DodEA’s IT requirements. This factor will be ranked as “Pass/Fail”: The online systems shall:

i. Support a minimum of 500 concurrent users.

ii. Provide access to the software without the use of streaming video, or downloads such as Java applets; access shall not require that users have administrative rights on their workstations.

iii. Accommodate access using Windows 200 based computers with 256 MB RAM as well as newer hardware running Windows XP and 2003 operating systems.

iv. Deliver online material on a web-based platform compatible with the DoDEA minimum hardware and operating system requirements listed below:

v. Be accessible using standard internet browsers including Microsoft Internet Explorer version 6 or later.

vi. Limit access to authorized users. DoDEA prefers the use of Pass- Through authentication from Active Directory, thus allowing for “Single Sign On” to the system. If this cannot be provided, the system shall require an individual authenticated login for each user. The Contractor shall ensure the system enforces the following conventions for user IDs and passwords: user IDs must be a minimum of eight (8) characters and must allow a maximum of sixteen (16) characters; passwords shall require a minimum of nine (9) characters. Additionally passwords must be composed of at least two (2) uppercase and two (2) lowercase letters, two (2) numbers, and two (2) special characters ($,&,*, etc.).

vii. Be Section 508 compliant (evidence provided by Offerer).

viii. Be Schools Interoperability Framework (SIF) compliant, version 2.0 of higher(evidence provided by Offerer).

ix. Provide appropriate security for data at rest and during transmission (evidence provided by Offerer).

b. See Attachment 1 for software functional requirements.

c. See Attachment 2 for DoDEA technology standards.

d. See Attachment 3 for documentation and training requirements.

e. Proposals shall include an evaluation copy of the software proposed.

f. PERIOD OF PERFORMANCE: The period of performance shall be for a base period of 1 year with 4 option years for a total of 5 years.

g. GOVERNMENT FURNISHED RESOURCES: N/A

h. PLACE AND HOURS OF PERFORMANCE:

i. Deliverable Description

· Software

· License: the right to use the software and services for duration of the contract according to the terms of the Performance Work Statement

· Software Documentation: See Attachment 3

· Installation Services: Onsite personnel to install the required software and make it operational Summer 2008

· Training for DoDEA system administrator: Spring /Summer 2008 See Attachment 3

Maintenance & Support, initial year + 4 option years, software maintenance and support will consist of receiving regular software upgrades or patches when the developer fixes software functional faults or security faults and have a way to access the vendor and receive assistance when software, functional or connectivity problems arise.

· Attachment 1 – Software Requirements

General Requirements:

1. A single USI application will serve all DoDEA schools and all DoDEA students, ensuring that students can retain their identifier no matter the DoDEA Area (DoD Dependents Schools (DoDDS) Europe, DoDDS-Pacific, or DoD Domestic Dependent Elementary and Secondary Schools) into which they may enroll. When it is implemented, it must be made available to all DoDEA locations at once.

2. The solution should be Web-based, readily available from any DoDEA location worldwide. If the solution is hosted at the vendor’s site or at a DoDEA location, support must be available to DoDEA schools during their duty day.

3. The USI solution will be a critical first step for registering students in DoDEA schools around the world. It must provide service 24 hours a day, 7 days a week. It must be fault tolerant and service must resume less than an hour after a fault occurs.

4. The ideal solution will interface directly with the DoDEA SIS core product (currently Chancery SMS®), furnishing it with the appropriate student identifier in real or near-real time. At a minimum, the solution must provide the USI in a manner that allows the school clerk to copy and paste it into SMS.

5. The USI solution must be compatible with Chancery SMS. To increase the likelihood that it will be compatible with future core SIS systems, the USI solution should also be compliant with the Schools Interoperability Framework.

6. The USI solution must not be bandwidth intensive.

Identifier Characteristics:

1. A USI will be a string of numeric characters.

2. All identifiers will have the same number of digits

3. To avoid confusing a USI with an SSN, USIs cannot be nine digit numbers.

4. To meet DoDEA’s current and future needs, the solution must supply enough USIs to:

a. Accommodate the present number of student records (~200,000). This is the part of the requirement for the base year of the contract

b. Accommodate the number of new student records that may be created in the future (~35,000 per year). This is part of the requirement for each option year of the contract

c. Ensure that a given student’s USI will be assigned exclusively to that student throughout his educational career (potentially from age 3 to age 22).

d. Ensure that the student retains exclusive use of the USI as needed to satisfy DoDEA record retention policies:

i. Special needs students’ records are retained for 5 years after they leave a DoDEA school.

ii. Students earning high school credit have their transcripts kept in the system for 50 years following the year in which they would have graduated from high school.

Based on these considerations, the DoDEA SIS Branch estimates a need for an initial USI pool of 6 million identifiers.

5. USIs must not be reused, even if the student records with which they are associated are deleted from the SIS.

6. Base year Requirement: Provide the capability to create 200,000 Unique Student Identifiers and support DoDEA’s operations with software maintenance and support.

7. Option year requirement: For each option year provide the capability to create 35,000 Unique Student Identifiers and support DoDEA’s operations with software maintenance and support.

Privacy/Security

1. To provide anonymity, a USI cannot contain data that could be used to discern the student’s identity.

2. Access to the USI application must be restricted to DoDEA authorized users, based on their role in SMS. Users’ privileges will depend on their SMS role and type of access needed (USI system user or system administrator).

3. Data must be securely transmitted and stored. If the solution is housed at the vendor’s site, the vendor must ensure the confidentiality, integrity, and availability of DoDEA student data.

4. Candidate software will be evaluated for security by the DoDEA Information Assurance Branch using the Defense Information Systems Agency Gold Disk and Security Technical Implementation Guide.

5. The USI solution must comply with DoD and DoDEA Information Assurance requirements including the requirement to undergo the DoD Information Assurance Certification and Accreditation Process. Further information is available via the DoDEA Intranet at https://intranet.dodea.edu/intranet/IT/information_assurance/documents/interim-ca-guidance.pdf.

Operational Requirements

1. When a student is registered at a DoDEA school, the USI solution must supply the student’s identifier to the authorized user logged into the SIS

a. The DoDEA user provides a set of enduring student characteristics (such as the student’s name, date of birth, gender and the last DoDEA school attended).

b. The USI solution uses these characteristics to search for and retrieve the student’s USI if one has been previously assigned.

(i.) If there is an explicit match between the characteristics of a student undergoing registration and a student that has already been registered, the USI solution retrieves the student’s USI.

(ii.) If the student characteristics provided are not an exact match to any set of characteristics in the USI system, but are a “possible match” to one or more students, the USI solution provides the SIS user with the possible matches. The SIS user can either select the appropriate identifier or force assignment of a new USI.

(iii.) If the SIS user determines that two or more of the identifiers presented may belong to the student, the user can “flag” these for further investigation by a system administrator.

(iv.) If no match exists between the characteristics of a student undergoing registration and any student already in the USI system, the USI solution uses the enduring characteristics to assign an unused identifier to the student.

2. The Non-DoD Schools program manager at headquarters will access the USI solution to obtain identifiers for students in that program. All of the requirements listed above in (1) apply.

3. When an authorized SIS user requests a student identifier, the USI solution automatically sends the identifier to the SIS for association with the student’s record.

4. The USI solution allows each student to have a unique identifier, even for students with similar characteristics that have been entered into the student information system at different DoDEA locations.

5. Given the same set of student characteristics again, the USI solution must produce the same student identifier.

6. After issuing an identifier, the USI solution stores the identifier with the corresponding student characteristics. It “marks” the identifier as unavailable for future use.

7. When the USI solution cannot make an explicit match between the characteristics associated with one or more student USIs, it presents the USI characteristics to the user, so that he can decide if the USIs represent shared or duplicate records. Duplicate USIs belong to the same student, while shared USIs belong to more than one student. Users can flag USIs that represent these records to identify them to an administrator.

8. The USI solution allows a system administrator to locate situations where a single student has been assigned more than one identifier or where two different students have been assigned the same identifier. In either of these situations, the USI solution allows the system administrator to rectify the situation.

Other Requirements

1. The USI solution must be implemented when school is in recess. The functional manager’s schedule calls for implementation throughout the DoDEA system in June of 2008. This requires that DoDEA conduct successful testing in the spring semester of school year 2007-2008.

2. The USI solution must be implemented so that the SIS can retain both the new USIs and the existing student numbers.

3. The USI solution must comply with Section 508 of the Rehabilitation Act of 1971 (29 U.S.C. 794d) and the Architectural and Transportation Barriers Compliance Board Electronic Information Technology Accessibility Standards (36 CFR Part I 1194). Further information is available via the Internet at http://www.section508.gov.

4. Given a file of students and their enduring characteristics exported from the SIS, the USI solution returns USIs for importing to the SIS, along with listings of possible matches against students records where a positive resolution is not possible.

Attachment 2 – DoDEA Technology Standards

1. The USI solution must be compatible with the existing DoDEA IT infrastructure

a. Desktop: Dell Optiplex 240 or higher, running either Windows 2000 Professional or Windows XP Professional

b. Server (if solution is hosted at DoDEA) running Windows 2003 Server

c. Database: Oracle 9i/10g or Microsoft SQL Server 2000/2005 Enterprise Edition

2. The solution must be compatible with Microsoft Internet Explorer, version 6.0 and later.

3. The solution cannot require that users have administrative rights on their workstations.

Attachment 3 – Documentation and Training Requirements

1. System documentation in PDF format available online or delivered on CD.

2. Administrator training for 2-5 DoDEA personnel; training to be conducted at DoDEA Headquarters in Arlington, VA or via WebEx.

CLAUSES INCORPORATED BY REFERENCE

CLAUSES INCORPORATED BY FULL TEXT

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 and is determined to represent the overall Best Value to the Government based on an optimal combination of technical factors, past performance and price. Technical and Past Performance are equal. When combined, Technical and Past Performance are significantly more important than price. Price will not be scored, however, to be considered for award, a proposal must be determined to be fair and reasonable.

(b) Options. The Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement. The Government may determine that an offer is unacceptable if the option prices are significantly unbalanced. Evaluation of options shall not obligate the Government to exercise the option(s).

(c) The Government intends to evaluate the proposal and award a contract without discussions with offeror (except clarifications as described in FAR 15.306 (a)). Therefore, the offeror’s initial proposal should contain the offeror’s best terms from a cost or price and technical standpoint. The Government reserves the right to conduct discussions if the Contracting Officer later determines them to be necessary.

(d) The Government intends to award a single Firm Fixed Price contract to the offeror who is determined responsible in accordance with FAR Part 9, and whose proposal and supporting documentation is determined, by an assessment of the evaluation criteria, to meet the requirement at a price that is both fair and reasonable to the Government. The Government will not pay a price it considers to be disproportionate to the benefits associated with the proposed services.

(e) A written notice of award or acceptance of an offer, mailed or otherwise furnished to the successful offeror within the time for acceptance specified in the offer, shall result in a binding contract without further action by either party. Before the offer's specified expiration time, the Government may accept an offer (or part of an offer), whether or not there are discussions after its receipt, unless a written notice of withdrawal is received before award.

(f) The following factors shall be used to evaluate offers:

SEE ATTACHMENT 1

(End of clause)

52.212-3 OFFEROR REPRESENTATIONS AND CERTIFICATIONS--COMMERCIAL ITEMS (NOV 2007)

An offeror shall complete only paragraph (k) 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 (j) 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.

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.

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) Taxpayer Identification Number (TIN) (26 U.S.C. 6109, 31 U.S.C. 7701). (Not applicable if the offeror is required to provide this information to a central contractor registration database to be eligible for award.)

(1) All offerors must submit the information required in paragraphs (b)(3) through (b)(5) of this provision to comply with debt collection requirements of 31 U.S.C. 7701(c) and 3325(d), reporting requirements of 26 U.S.C. 6041, 6041A, and 6050M, and implementing regulations issued by the Internal Revenue Service (IRS).

(2) The TIN may be used by the Government to collect and report on any delinquent amounts arising out of the offeror's relationship with the Government (31 U.S.C. 7701(c)(3)). If the resulting contract is subject to the payment reporting requirements described in FAR 4.904, the TIN provided hereunder may be matched with IRS records to verify the accuracy of the offeror's TIN.

(3) Taxpayer Identification Number (TIN).

___ TIN:---------------------------------------------------------

___ TIN has been applied for.

___ TIN is not required because:

___ Offeror is a nonresident alien, foreign corporation, or foreign partnership that does not have income effectively connected with the conduct of a trade or business in the United States and does not have an office or place of business or a fiscal paying agent in the United States;

Offeror is an agency or instrumentality of a foreign government;

___ Offeror is an agency or instrumentality of the Federal Government.

(4) Type of organization.

___ Sole proprietorship;

___ Partnership;

___ Corporate entity (not tax-exempt);

___ Corporate entity (tax-exempt);

___ Government entity (Federal, State, or local);

___ Foreign government;

___ International organization per 26 CFR 1.6049-4;

___ Other--------------------------------------------------------

(5) Common parent.

___ Offeror is not owned or controlled by a common parent;

___ Name and TIN of common parent:

Name-------------------------------------------------------------------

TIN--------------------------------------------------------------------

(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: Complete paragraphs (c)(6) and (c)(7) only if this solicitation is expected to exceed the simplified acquisition threshold.

(6) 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.

(7) 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:

(8) 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

(9) (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 status.)

(i) General. The offeror represents that either--

(A) It ( ) is, ( ) is not certified by the Small Business Administration as a small disadvantaged business concern and identified, on the date of this representation, as a certified small disadvantaged business concern in the database maintained by the Small Business Administration (PRO-Net), and that no material change in disadvantaged ownership and control has occurred since its certification, and, where the concern is owned by one or more individuals claiming disadvantaged status, the net worth of each individual upon whom the certification is based does not exceed $750,000 after taking into account the applicable exclusions set forth at 13 CFR 124.104(c)(2); or

(B) It ( ) has, ( )( has not submitted a completed application to the Small Business Administration or a Private Certifier to be certified as a small disadvantaged business concern in accordance with 13 CFR 124, Subpart B, and a decision on that application is pending, and that no material change in disadvantaged ownership and control has occurred since its application was submitted.

(ii) Joint Ventures under the Price Evaluation Adjustment for Small Disadvantaged Business Concerns. The offeror represents, as part of its offer, that it is a joint venture that complies with the requirements in 13 CFR 124.1002(f) and that the representation in paragraph (c)(9)(i) of this provision is accurate for the small disadvantaged business concern that is participating in the joint venture. (The offeror shall enter the name of the small disadvantaged business concern that is participating in the joint venture: ____________.)

(10) HUBZone 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--

(i) It ( ) is, ( ) is not a HUBZone small business concern listed, on the date of this representation, on the List of Qualified HUBZone Small Business Concerns maintained by the Small Business Administration, and no material change in ownership and control, principal office, or HUBZone employee percentage has occurred since it was certified by the Small Business Administration in accordance with 13 CFR part 126; and

(ii) It ( ) is, ( ) is not s joint venture that complies with the requirements of 13 CFR part 126, and the representation in paragraph (c)(10)(i) of this provision is accurate for the HUBZone small business concern or concerns that are participating in the joint venture. (The offeror shall enter the name or names of the HUBZone small business concern or concerns that are participating in the joint venture:____________.) Each HUBZone small business concern participating in the joint venture shall submit a separate signed copy of the HUBZone representation.

(d) Certifications and representations required to implement provisions of Executive Order 11246--

(1) Previous Contracts and Compliance. The offeror represents that--

(i) It ( ) has, ( ) has not, participated in a previous contract or subcontract subject either to the Equal Opportunity clause of this solicitation, the and

(ii) It ( ) has, ( ) has not, filed all required compliance reports.

(2) Affirmative Action Compliance. The offeror represents that--

(i) It ( ) has developed and has on file, ( ) has not developed and does not have on file, at each establishment, affirmative action programs required by rules and regulations of the Secretary of Labor (41 CFR Subparts 60-1 and 60-2), or

(ii) It ( ) has not previously had contracts subject to the written affirmative action programs requirement of the rules and regulations of the Secretary of Labor.

(e) Certification Regarding Payments to Influence Federal Transactions (31 U.S.C. 1352). (Applies only if the contract is expected to exceed $100,000.) By submission of its offer, the offeror certifies to the best of its knowledge and belief that no Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress or an employee of a Member of Congress on his or her behalf in connection with the award of any resultant contract. If any registrants under the Lobbying Disclosure Act of 1995 have made a lobbying contact on behalf of the offeror with respect to this contract, the offeror shall complete and submit, with its offer, OMB Standard Form LLL, Disclosure of Lobbying Activities, to provide the name of the registrants. The offeror need not report regularly employed officers or employees of the offeror to whom payments of reasonable compensation were made.

(f) Buy American Act Certificate. (Applies only if the clause at Federal Acquisition Regulation (FAR) 52.225-1, Buy American Act --Supplies, is included in this solicitation.)

(1) The offeror certifies that each end product, except those listed in paragraph (f)(2) of this provision, is a domestic end product and that the offeror has considered components of unknown origin to have been mined, produced, or manufactured outside the United States. The offeror shall list as foreign end products those end products manufactured in the United States that do not qualify as domestic end products. The terms ``component,'' ``domestic end product,'' ``end product,'' ``foreign end product,'' and ``United States'' are defined in the clause of this solicitation entitled ``Buy American Act--Supplies.''

(2) Foreign End Products:

Line Item No.:---------------------------------------------------------

Country of Origin:-----------------------------------------------------

(List as necessary)

(3) The Government will evaluate offers in accordance with the policies and procedures of FAR Part 25.

(g)(1) Buy American Act-Free Trade Agreements-Israeli Trade Act Certificate. (Applies only if the clause at FAR 52.225-3, Buy American Act-Free Trade Agreements-Israeli Trade Act, is included in this solicitation.)

(i) The offeror certifies that each end product, except those listed in paragraph (g)(1)(ii) or (g)(1)(iii) of this provision, is a domestic end product and that the offeror has considered components of unknown origin to have been mined, produced, or manufactured outside the United States. The terms “Bahrainian or Moroccan end product,” “component,” “domestic end product,” “end product,” “foreign end product,” “Free Trade Agreement country,” “Free Trade Agreement country end product,” “Israeli end product,” and “United States” are defined in the clause of this solicitation entitled “Buy American Act--Free Trade Agreements--Israeli Trade Act.”

(ii) The offeror certifies that the following supplies are Free Trade Agreement country end products (other than Bahrainian or Moroccan end products) or Israeli end products as defined in the clause of this solicitation entitled ``Buy American Act--Free Trade Agreements--Israeli Trade Act'':

Free Trade Agreement Country End Products (Other than Bahrainian or Moroccan End Products) or Israeli End Products:

Line Item No.

[List as necessary]

(iii) The offeror shall list those supplies that are foreign end products (other than those listed in paragraph (g)(1)(ii) of this provision) as defined in the clause of this solicitation entitled "Buy American Act-Free Trade Agreements-Israeli Trade Act." The offeror shall list as other foreign end products those end products manufactured in the United States that do not qualify as domestic end products.

Other Foreign End Products:

[List as necessary]

(iv) The Government will evaluate offers in accordance with the policies and procedures of FAR Part 25.

(2) Buy American Act-Free Trade Agreements-Israeli Trade Act Certificate, Alternate I (Jan 2004). If Alternate I to the clause at FAR 52.225-3 is included in this solicitation, substitute the following paragraph (g)(1)(ii) for paragraph (g)(1)(ii) of the basic provision:

(g)(1)(ii) The offeror certifies that the following supplies are Canadian end products as defined in the clause of this solicitation entitled "Buy American Act-Free Trade Agreements-Israeli Trade Act":

Canadian End Products:

Line Item No.

(3) Buy American Act-Free Trade Agreements-Israeli Trade Act Certificate, Alternate II (Jan 2004). If Alternate II to the clause at FAR 52.225-3 is included in this solicitation, substitute the following paragraph (g)(1)(ii) for paragraph (g)(1)(ii) of the basic provision:

(g)(1)(ii) The offeror certifies that the following supplies are Canadian end products or Israeli end products as defined in the clause of this solicitation entitled "Buy American Act-Free Trade Agreements-Israeli Trade Act":

Canadian or Israeli End Products:

(4) Trade Agreements Certificate. (Applies only if the clause at FAR 52.225-5, Trade Agreements, is included in this solicitation.)

(i) The offeror certifies that each end product, except those listed in paragraph (g)(4)(ii) of this provision, is a U.S.-made or designated country end product, as defined in the clause of this solicitation entitled "Trade Agreements."

(ii) The offeror shall list as other end products those end products that are not U.S.-made or designated country end products.

Other End Products:

(iii) The Government will evaluate offers in accordance with the policies and procedures of FAR Part 25. For line items covered by the WTO GPA, the Government will evaluate offers of U.S.-made or designated country end products without regard to the restrictions of the Buy American Act. The Government will consider for award only offers of U.S.-made or designated country end products unless the Contracting Officer determines that there are no offers for such products or that the offers for such products are insufficient to fulfill the requirements of the solicitation.

(h) Certification Regarding Debarment, Suspension or Ineligibility for Award (Executive Order 12689). The offeror certifies, to the best of its knowledge and belief, that --

(1) The offeror and/or any of its principals ( ) are, ( ) are not presently debarred, suspended, proposed for debarment, or declared ineligible for the award of contracts by any Federal agency, and

(2) ( ) Have, ( ) have not, within a three-year period preceding this offer, been convicted of or had a civil judgment rendered against them for: commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a Federal, state or local government contract or subcontract; violation of Federal or state antitrust statutes relating to the submission of offers; or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, tax evasion, or receiving stolen property; and

(3) ( ) are, ( ) are not presently indicted for, or otherwise criminally or civilly charged by a Government entity with, commission of any of these offenses.

(i) Certification Regarding Knowledge of Child Labor for Listed End Products (Executive Order 13126). [The Contracting Officer must list in paragraph (i)(1) any end products being acquired under this solicitation that are included in the List of Products Requiring Contractor Certification as to Forced or Indentured Child Labor, unless excluded at 22.1503(b).]

(1) Listed End Product

Listed End Product

Listed Countries of Origin:

(2) Certification. [If the Contracting Officer has identified end products and countries of origin in paragraph (i)(1) of this provision, then the offeror must certify to either (i)(2)(i) or (i)(2)(ii) by checking the appropriate block.]

( )(i) The offeror will not supply any end product listed in paragraph (i)(1) of this provision that was mined, produced, or manufactured in the corresponding country as listed for that product.

( ) (ii) The offeror may supply an end product listed in paragraph (i)(1) of this provision that was mined, produced, or manufactured in the corresponding country as listed for that product. The offeror certifies that is has made a good faith effort to determine whether forced or indentured child labor was used to mine, produce, or manufacture any such end product furnished under this contract. On the basis of those efforts, the offeror certifies that it is not aware of any such use of child labor.

(j) Place of manufacture. (Does not apply unless the solicitation is predominantly for the acquisition of manufactured end products.) For statistical purposes only, the offeror shall indicate whether the place of manufacture of the end products it expects to provide in response to this solicitation is predominantly--

(1) ( ) In the United States (Check this box if the total anticipated price of offered end products manufactured in the United States exceeds the total anticipated price of offered end products manufactured outside the United States); or

(2) ( ) Outside the United States.

(k) Certificates regarding exemptions from the application of the Service Contract Act. (Certification by the offeror as to its compliance with respect to the contract also constitutes its certification as to compliance by its subcontractor if it subcontracts out the exempt services.) [The contracting officer is to check a box to indicate if paragraph (k)(1) or (k)(2) applies.]

( ) (1) Maintenance, calibration, or repair of certain equipment as described in FAR 22.1003-4(c)(1). The offeror ( ) does ( ) does not certify that--

(i) The items of equipment to be serviced under this contract are used regularly for other than Governmental purposes and are sold or traded by the offeror in substantial quantities to the general public in the course of normal business operations;

(ii) The services will be furnished at prices which are, or are based on, established catalog or market prices (see FAR 22.1003-4(c)(2)(ii)) for the maintenance, calibration, or repair of such equipment; and

(iii) The compensation (wage and fringe benefits) plan for all service employees performing work under the contract will be the same as that used for these employees and equivalent employees servicing the same equipment of commercial customers.

( ) (2) Certain services as described in FAR 22.1003-4(d)(1). The offeror ( ) does ( ) does not certify that--

(i) The services under the contract are offered and sold regularly to non-Governmental customers, and are provided by the offeror (or subcontractor in the case of an exempt subcontract) to the general public in substantial quantities in the course of normal business operations;

(ii) The contract services will be furnished at prices that are, or are based on, established catalog or market prices (see FAR 22.1003-4(d)(2)(iii));

(iii) Each service employee who will perform the services under the contract will spend only a small portion of his or her time (a monthly average of less than 20 percent of the available hours on an annualized basis, or less than 20 percent of available hours during the contract period if the contract period is less than a month) servicing the Government contract; and

(iv) The compensation (wage and fringe benefits) plan for all service employees performing work under the contract is the same as that used for these employees and equivalent employees servicing commercial customers.

(3) If paragraph (k)(1) or (k)(2) of this clause applies--

(i) If the offeror does not certify to the conditions in paragraph (k)(1) or (k)(2) and the Contracting Officer did not attach a Service Contract Act wage determination to the solicitation, the offeror shall notify the Contracting Officer as soon as possible; and

(ii) The Contracting Officer may not make an award to the offeror if the offeror fails to execute the certification in paragraph (k)(1) or (k)(2) of this clause or to contact the Contracting Officer as required in paragraph (k)(3)(i) of this clause.

(l)(1) Annual Representations and Certifications. Any changes provided by the offeror in paragraph (k)(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…