Attachment_1_-_Statement_of_Work_Solicitation_HSCGG3-14-T-PWH024.doc

ATTACHMENT 1 - STATEMENT OF WORK

SOLICITATION # HSCGG314-T-PWH024

PEOPLESOFT TRAINING OF ORACLE’S PEOPLETOOLS RELEASE 8.5X BASIC AND ADVANCED (I & II) ACCELERATED FORMAT

STATEMENT OF WORK

1. SCOPE OF WORK

The purpose of this Statement of Work (SOW) is to obtain onsite ORACLE’s PeopleSoft training of ORACLE’s PeopleTools Release 8.5x basic and advanced (I & II) accelerated format for up to 16 participants. This training will be 5 full days of hands on onsite instruction by an ORACLE PeopleTools 8.5x certified instructor. This training will be conducted from Monday until Friday on ONE of the following dates (ordered by priority)

25 – 29 August 2014

8 – 12 September 2014 22 – 26 September 2014 This training will be conducted on-site at the Coast Guard Pay and Personnel Center (PPC) at 444 SE Quincy St, Topeka KS 66683 Although conduced at PPC, this training will be planned and benefit the Coast Guard Operations System Center (OSC) in Kearneysville, WV. All participants will be local at Topeka KS for the training.

The vendor will need to bring all training material and equipment to conduct the SOW. There will be no access to government desktop computers or wide area networks (Internet). The vendor will need to provide a local area network, if required, for training.

2. SPECIFIC TASKS

The vendor is expected to provide the following:

This training will introduce the PeopleSoft application development methodology and foundational PeopleSoft PeopleTool 8.5 basic/advanced knowledge. The participants will work from basic PeopleSoft application design, and the technologies used within the design, to the more advanced PeopleSoft/Tools capabilities. They will gain knowledge on how to navigate the PeopleSoft/Tool applications Participants will gain an initial and advanced knowledge of the PeopleSoft Application Designer and be led through hands-on experience on creating and modifying key PeopleSoft definitions like fields, records, pages, and components. Be shown how to manage application development, data organization and validation, and see how to search and audit application data.

A final practice exercise outlining all the key lessons learned shall be available to ensure participants have a good foundational grasp of PeopleSoft/Tools capabilities. By the end of the training participants shall have been provided the skills necessary to complete a PeopleSoft application using fields, tables, pages, components, and record definitions.

Vendor will provide within their proposal an outline of course topics by topic, order of instruction, and day.

3. GOVERNMENT FURNISHED PROPERTY AND SERVICES

Property

All training material and equipment required for training will be provided by vendor. No equipment will be connected to the local area network and will be permitted only in the training room provided. No wide area network capability is available. The government will provide a projector in the training room for use by the contractor in the conduct of presenting the requisite training. Internet access will NOT be available.

The Government will provide, without cost to the contractor, the facilities, equipment, materials and services listed below. The contractor shall use the property in the performance of this contract only.

The contractor shall manage, maintain, and provide accurate accounting for all Government Furnished Property (GFP) and Government Furnished Information (GFI).

Facilities and Equipment

The Government will furnish workspace for conducting training of up to 16 participants. This workspace will be located at the Coast Guard Pay and Personnel Center (PPC) at 444 SE Quincy St, Topeka KS 66683. All scheduled work by the contractor resource will be conducted on-site as specified. The contractor will be given the necessary access and privileges necessary to perform the duties described in the SOW. The Government will make telephone, copier and fax machines accessible for contract related use only. No computers or necessary

4. CONTRACTOR FURNISHED ITEMS

The contractor shall provide everything required to perform the work described by this SOW, except for Government furnished items in Section 3.

5. SECURITY

General Security - The contractor shall comply with the security regulations of the Government installation or contractor (or subcontractor) facility where on-site work shall be performed.

6. TYPE OF TASK ORDER

This task order will be Firm-Fixed Price.

7. POINTS OF CONTACT

Coast Guard Pay and Personnel Center (PPC):

TBD

Contracting Officer:

Craig Anderson; (PH) 304-433-3930; e-mail: Craig.E.Anderson@uscg.mil

8. PAYMENT INFORMATION

The Debt Collection Improvement Act of 1996 requires Federal agencies to convert from payment by check to payment by Electronic Funds Transfer (EFT) by January 1, 1999. This requirement will eventually cover all recipients of Federal payments other than payments under the Internal Revenue Code of 1986. This notice complies with the contract clauses at Federal Acquisition Regulation (FAR) 52.232-33 “Mandatory Information for Electronic Funds Transfer Payment” and 52.232-34 “Optional Information for Electronic Funds Transfer Payment.”

The Coast Guard requires the Contractor to submit certain information to the United States Coast Guard Finance Center in order to facilitate Electronic Funds Transfer (EFT) payment for deliveries or performance under this Order. Accordingly, prior to submitting the first invoice for payment, the Contractor shall complete the attached EFT/ACH Vendor Payment Enrollment Form. The form shall be provided directly to the United States Coast Guard Finance Center (“payment office”) at the address below:

Commanding Officer

USCG Finance Center

1430A Kristina Way

Chesapeake, VA 23326

9. CENTRALIZED INVOICE SUBMITTAL INSTRUCTIONS

(a) Each invoice shall contain the following information:

(1) Contract or Delivery/Task Order Number

(2) Name of the Contract Specialist or Contracting Officer

(3) Invoice Routing Code (IRC) assigned by the Coast Guard

(4) Annotate on the invoice indicating that the contractor represents a small business for accelerated payment purposes.

(b) The Coast Guard unique Invoice Routing Code (IRC) for this contract or delivery/task order is: “OSC”

The IRC list may be found at http://cgweb.fincen.uscg.mil/centralinv/ under “WINS Remote Site Invoice Routing Code (IRC) Lookup”

(c) Each invoice and all supporting documentation must be submitted to the designated billing office via one of the following modes, listed in descending order of preference:

(1) FINCEN Website invoice receipt form:

http://www.fincen.uscg.mil/centralinv/central_inv_contr.cfm

(2) Fax: (757-523-6900)

(3) Mailed to:

Commercial Invoices

U.S. Coast Guard Finance Center

1430A Kristina Way

Chesapeake, VA 23326

(d) Invoices and any supporting documentation should be submitted electronically. This will utilize the FINCEN web based invoice submission capability and facilitate processing. The invoice must be submitted as a single Adobe .pdf formatted file (not to exceed 3 MB), or as otherwise specified in the contract.

(e) A courtesy copy of the invoice, along with all supporting documentation must also be e-mailed to the Contracting Officer and/or Contract Specialist, and the OSC centralized invoice inbox at the addresses cited below:

Craig.E.Anderson@uscg.mil (Contracting Officer)

OSC-DG-INV@uscg.mil (OSC invoice inbox)

(f) In accordance with the Prompt Payment Act, for the purposes of determining a payment due date and the date on which interest will begin to accrue if a payment is late, a proper invoice shall be deemed to have been received:

(1) On the later of:

(i) For invoices that are mailed or transmitted via facsimile, the date a proper invoice is actually received by the designated billing office and annotates the invoice with date of receipt at the time of receipt.

(ii) For invoices electronically transmitted by the contractor via web based submission, the date a transmission is received by the designated billing office, and receipt confirmation is provided to the designated recipient; or

(ii) The seventh day after the date on which the property is actually delivered or performance of the services is actually completed; unless—

a) The agency has actually accepted the property or services before the seventh day in which case the acceptance date shall substitute for the seventh day after the delivery date; or

b) A longer acceptance period is specified in the contract, in which case the date of actual acceptance or the date on which such longer acceptance period ends shall substitute for the seventh day after the delivery date;

(2) On the date placed on the invoice by the contractor, when the agency fails to annotate the invoice with date of receipt of the invoice at the time of receipt (such invoice must be a proper invoice); or

(3) On the date of delivery, when the contract specifies that the delivery ticket may serve as an invoice.

(4) Web based submission by the contractor and receipt confirmation does not reflect Government review or acceptance of the invoice.

(5) Payment inquiries and status may be obtained - at the following website: https://www.fincen.uscg.mil/secure/payment.htm

Vendor Enrollment Payment Form

Standard Form (SF) 1034 and instructions

EMBED Word.Document.8 \s

_1468387356.doc Standard Form 1034

Revised October 1987

Department of the Treasury

1 TFM 4-2000

1034-122

PUBLIC VOUCHER FOR PURCHASES AND

SERVICES OTHER THAN PERSONAL

VOUCHER NO.

U.S.DEPARTMENT, BUREAU, OR ESTABLISHMENT AND LOCATION

DATE VOUCHER PREPARED

SCHEDULE NO.

CONTRACT NUMBER AND DATE

PAID BY

REQUISITION NUMBER AND DATE

PAYEE’S

NAME

AND

ADDRESS

DATE INVOICE RECEIVED

DISCOUNT TERMS

PAYEE’S ACCOUNT NUMBER

SHIPPED FROM

TO

WEIGHT

GOVERNMENT B/L NUMBER

NUMBER

AND DATE

OF ORDER

DATE OF

DELIVERY

OR SERVICE

ARTICLES OR SERVICES

(Enter description, item number of contract or Federal supply schedule, and other information deemed necessary)

QUAN-

TITY

UNIT PRICE

AMOUNT

COST

PER

(1)

(Use continuation sheets if necessary)

(Payee must NOT use the space below)

TOTAL

PAYMENT:

APPROVED FOR

EXCHANGE RATE

DIFFERENCES

FORMCHECKBOX

PROVISIONAL

=$1.00

FORMCHECKBOX

COMPLETE

BY2

FORMCHECKBOX

PARTIAL

FORMCHECKBOX

FINAL

Amount verified; correct for

FORMCHECKBOX

PROGRESS

TITLE

(Signature or initials)

FORMCHECKBOX

ADVANCE

Pursuant to authority vested in me, I certify that this voucher is correct and proper for payment.

(Date)

(Authorized Certifying Officer)2

(Title)

ACCOUNTING CLASSIFICATION

CHECK NUMBER

ON ACCOUNT OF U.S. TREASURY

CHECK NUMBER

ON (Name of bank)

CASH

DATE

PAYEE3

1 When stated in foreign currently, insert name of currency.

2 If the ability to certify and authority to approve are combined in one person, one signature only is necessary; otherwise the approving officer will sign in the space provided, over his official title.

3 When a voucher is receipted in the name of a company or corporation, the name of the person writing the company or corporate name, as well as the capacity in which he signs, must appear. For example: "John Doe Company, per John Smith, Secretary" or

"Treasurer", as the case may be.

PER

TITLE

Previous edition usable

NSN 7650-00-634-4206

PRIVACY ACT STATEMENT

The information requested on this form is required under the provisions of 31 U.S.C. 82b and 82c, for the purpose of disbursing Federal money. The information requested is to identify the particular creditor and the amounts to be paid. Failure to furnish this information will hinder discharge of the payment obligation.

_1468640845.pdf

SECTION G, ATTACHMENT 1 - INVOICE PREPARATION INSTRUCTIONS

Required Information

The information which a contractor is required to submit in its Standard Form 1034 is set forth as follows:

1. U.S. Department, Bureau, or establishment and location - insert the names and address of the servicing finance office unless the contract specifically provides otherwise.

2. Date Voucher Prepared - insert date on which the public voucher is prepared and submitted.

3. Contract/Delivery Order Number and Date -insert the number and date of the contract and delivery order, if applicable, under which reimbursement is claimed.

4. Requisition Number and Date -leave blank.

5. Voucher Number - insert the appropriate serial number of the voucher. A separate series of consecutive numbers, beginning with Number 1, shall be used by the contractor for each new contract. When an original voucher was submitted, but not paid in full because of suspended costs, resubmission vouchers should be submitted in a separate invoice showing the original voucher number and designated with the letter "R" as the last character of the number. If there is more than one resubmission, use the appropriate suffix (R2, R3, etc.)

6. Schedule Number; Paid By, Date Invoice Received - leave blank.

7. Discount Terms -enter terms of discount, if applicable.

8. Payee's Account Number -this space may be used by the contractor to record the account or job number(s) assigned to the contract or may be left blank.

9. Payee's Name and Address -show the name of the contractor exactly as it appears in the contract and its correct address, except when an assignment has been made by the contractor, or the right to receive payment has been restricted, as in the case of an advance account. When the right to receive payment is restricted, the type of information to be shown in this space shall be furnished by the Contracting Officer.

10. Shipped From: To: Weight: Government B/L Number -insert for supply contracts.

11. Date of Delivery or Service -show the month, day and year, beginning and ending dates of incurrence of costs claimed for reimbursement. Adjustments to costs for prior periods should identify the period applicable to their incurrence, e.g., revised provisional or final indirect costs rates, award fee, etc.

12. Articles and Services - insert the following: "For detail, see Standard Form 1035 total amount claimed transferred from Page ______ of Standard Form 1035." Type "COST REIMBURSABLE - PROVISIONAL PAYMENT” or "INDEFINITE QUANTITY/INDEFINITE DELIVERY - PROVISIONAL PAYMENT" on the interim public vouchers. Type "COST REIMBURSABLE-COMPLETION VOUCHER" or "INDEFINITE QUANTITY/INDEFINITE DELIVERY - COMPLETIONVOUCHER" on the Completion public voucher. Type "COST REIMBURSABLE - FINAL VOUCHER" or "INDEFINITE QUANTITY/INDEFINITE DELIVERY-FINAL VOUCHER" on the Final public voucher. Type the following certification, signed by an authorized official, on the face of the Standard Form 1034.

"I certify that all payments requested are for appropriate purposes and in accordance with the agreements set forth in the contract." _______________________________ ______________________________

(Name of Official) (Title)

13. Quantity: Unit Price – Insert for supply contracts

14. Amount – Insert the amount claimed for the period indicated in (11) above.

INVOICE PREPARATION INSTRUCTIONS SF 1035

The information which a contractor is required to submit in its Standard Form 1035 is set forth as follows:

1. U.S. Department, Bureau, or Establishment -insert the name and address of the servicing finance office.

2. Voucher Number -insert the voucher number as shown on the Standard Form 1034.

3. Schedule Number -leave blank.

4. Sheet Number -insert the sheet number if more than one sheet is used in numerical sequence. Use as many sheets as necessary to show the information required.

5. Number and Date of Order -insert payee's name and address as in the Standard Form 1034.

6. Articles or Services -insert the contract number as in the Standard Form 1034.

7. Amount -insert the latest estimated cost, fee (fixed, base, or award, as applicable), total contract value, and amount and type of fee payable (as applicable).

8. A Summary of Claimed Current and Cumulative Costs and Fee by Major Cost Element. Include the rate(s) at which indirect costs are claimed and indicate the base of each by identifying the line of costs to which each is applied. The rates invoiced should be as specified in the contract or by a rate agreement negotiated by EPA's Cost Policy and Rate Negotiation Branch.

9. The fee shall be determined in accordance with instructions appearing in the contract.

NOTE: Amounts claimed on vouchers must be based on records maintained by the contractor to show by major cost element the amounts claimed for reimbursement for each applicable contract. The records must be maintained based on the contractor's fiscal year and should include reconciliations of any differences between the costs incurred per books and amounts claimed for reimbursement. A memorandum record reconciling the total indirect costs(s) claimed should also be maintained.

SUPPORTING SCHEDULES FOR COST REIMBURSEMENT CONTRACTS

The following backup information is required as an attachment to the invoice as shown by category of cost:

· Direct labor - identify by contractor labor category the number of hours, hourly rate and total dollars billed for the period in the invoice. Indirect Cost Rates -identify by cost center, the indirect cost rate, the period, and the cost base to which it is applied.

· Subcontracts -by subcontractor, provide detailed supporting schedules of each element of cost as provided herein for prime contract costs.

· Other Direct Costs - identify by item the quantities, unit prices, and total dollars billed.

· Consultants - by consultant, detailed supporting schedules of each element of cost.

· Contractor Acquired Equipment (if authorized by the contract) - identify by item the quantities, unit prices, and total dollars billed.

· Travel - identify by trip, the number of travelers, the duration of travel, the point of origin, destination, purpose of trip, transportation by unit price, per diem rates on daily basis and total dollars billed.

· The manner of breakdown, e.g., work assignment basis with/without separate program management, contract period will be specified in the contract instructions.

NOTE: For other than small business concerns, amounts claimed for purchased material and subcontracted items should be based on the Gash disbursed by the contractor. These costs cannot be billed to the Government until paid for by the contractor. Any of these costs billed to the Government prior to being paid in cash, in addition to their associated indirect costs, will be considered improper charges and will be suspended until evidence of cash payment is provided. Similarly, any costs requiring advance consent by the Contracting Officer will be considered improper and will be suspended, if claimed prior to receipt of Contracting Officer consent. Include the total cost claimed for the current and cumulative-to-date periods. After the total amount claimed, provide summary dollar amounts of cumulative costs: (1) suspended as of the date of the invoice; and (2) disallowed on the contract as of the date of the invoice. The amount under (2) shall include costs originally suspended and later disallowed. Also include an explanation of the changes in cumulative costs suspended or disallowed by addressing each adjustment in terms of: voucher number, date, dollar amount, source, and reason for the adjustment. Disallowed costs should be identified in unallowable accounts in the contractor's accounting system.

RE-SUBMISSIONS

When an original voucher was submitted, but not paid in full because of suspended costs and after receipt of a letter of removal of suspension, re-submissions of any previously claimed amounts which were suspended should be submitted in a separate invoice showing the original voucher number and designated with the letter "R" with the copy of the removal of suspension notice. The amounts should be shown under the appropriate cost category and include all appropriate supplemental schedules. ~: All disallowances must be identified as such in the accounting system through journal entries.

Voucher re-submittals may also occur as a result of: (1) a new indirect cost rate agreement; or (2) adjustments to previously billed direct cost rates due to audit resolution. Such claims should be submitted in a separate invoice or request for contractor financing payment number. They should include supplemental schedules showing the previously adjusted amounts by contract period. If the re-submission is based on a new rate agreement, a copy of the agreement should be attached. Costs must be identified by delivery order or work assignment where appropriate. If the contract is Superfund-related, voucher re- submittals shall also identify the amount claimed against each Superfund site and non-site-specific activity.

COMPLETION VOUCHERS

Submit a completion voucher when all performance provisions of the contract are physically complete, when the final report (if required) is accepted, and when all direct costs have been incurred and booked. Indirect costs may be claimed at the provisional rates, if final rates are not yet available. Contractors must identify these vouchers by typing "Completion Voucher" next to the voucher number. For contracts separately invoiced by delivery order, provide a schedule showing total costs claimed by delivery order and in total for the contract.

In addition to the completion voucher, the contractor must submit an original and two copies of EPA Form 1900-10 (Attachment 3), Contractor's Cumulative Claim and Reconciliation showing the total cumulative costs claimed under the contract.

1. Contractor's Name and Address -s how the name of the contractor exactly as it appears in thecontract and its correct address, except when an assignment has been made by the contractor, or the right to receive payment has been restricted, as in the case of an advance account. When the right to receive payment is restricted, the type of information to be shown in this space shall be furnished by the Contracting Officer.

2. Contract Number -insert the number of the contract under which reimbursement is claimed.

3. First voucher number an~ completion voucher number

4. Total amount of cost claimed for each cost element category through the completion voucher

5. Total fee awarded

6. Amount of indirect costs calcu1ated using negotiated final indirect cost rate(s) and/or provisional rate(s) as specified in the contract, if final rate(s) are not yet negotiated for any fiscal period

7. Fiscal year

8. Indirect cost center

9. Appropriate basis for allocation

10. Negotiated final indirect cost rate(s) or provisional indirect cost rate(s)

11. Signature

12. Official title

13. Date

FINAL VOUCHER AND CLOSING DOCUMENTS

After completion of the final audit and all suspensions and/or audit exceptions have been resolved as to the final allowable costs and fee, including establishment of final indirect cost rate(s) for all periods the contractor shall prepare a final voucher including any adjustments to vouchered costs necessitated by the final settlement of the contract price. Contractors must identify these vouchers by typing "Final Voucher" next to the voucher number. For contracts separately invoiced by delivery order, provide a schedule showing final total costs claimed by delivery order and in total for the contract. The contractor shall also provide an original and two copies of an updated EPA Form 1900-10, Contractor's Cumulative Claim and Reconciliation, showing the total negotiated, cumulative costs for the contract. Indirect costs shall be included at the final negotiated rates.

In addition to the final voucher, the contractor must submit an original and two copies of the Contractor's Release; Assignee's Release, if applicable; the Contractor's Assignment of Refunds, Rebates, Credits and other Amounts; the Assignee's Assignment of Refunds, Rebates, Credits and other Amounts, if applicable; and the Contractor's Affidavit of Waiver of Lien, when required by the contract.