IABID04180140_PHAGM_Manual_and_EPC_Update_PWS_-_FBO.docx

Order ID: ID04180140

Date: 10 Sept 2018 Mod 01:

GSA Customer Account Specialist:

Name: Stella Schoenberg Phone: 803-530-6123 Email: stella.schoenberg@gsa.gov

GSA Senior Contracting Officer:

Name: Rodney Lewis Phone: 850-218-1855 Email: Rodney.lewis@gsa.gov

Client Organization:

The Agency for Toxic Substances and Disease Registry (ATSDR) and Centers for Disease Control (CDC) National Center for Environmental Health (NCEH)/Divisions of Community Health Investigation (DCHI) Primary Contracting Officer Representative (COR):

Name: Barry Smith Phone: 770-488-0571 Email: bas4@cdc.gov

Alternate Contracting Officer Representative (ACOR):

Name: Karen Gavin Phone: 770-488-3638 Email: keg3@cdc.gov

Project Name: Public Health Assessment Guidance (PHAGM) Manual Update and Exposure Point Concentration Guidance Completion

NAICS: 541715

Period of Performance:

Base: 12 Months after contract award No Option Periods

Contract Type

Funding

|X| Competition Non-Competitive Competitive

|X|

Commercial Non-Commercial Commercial

Modification/Change LOG

Mod # Description

Base Award Initial Award

Federal Acquisition Service Assisted Acquisition Services Division Southeast Sunbelt Region

Performance-Based Work Statement (PWS)

PUBLIC HEALTH ASSESSMENT GUIDANCE MANUAL UPDATE AND EXPOSURE POINT GUIDANCE COMPLETION

GSA ORDER ID: ID04180140

1.0. CONTRACT INFORMATION

1.1. NAICS Code and Small Business Size Standard: The principal nature of the requirements described in this solicitation is consistent with services performed by industries in the 541715, Research and Development in the Physical, Engineering, and Life Sciences (except Nanotechnology and Biotechnology) with a small business size standard of 1,000 Employees]

1.2. Product Service Code (PSC): The services in this solicitation are best represented by PSC Code: AH92, R&D - Environmental Protection: Other (Applied Research/Exploratory Development).

1.3. Type of Contract: The primary type of contract resulting from this solicitation is: Firm Fixed Price

1.4. Type of Services: The type of services under this solicitation is:

|X| Commercial Items |_| Non-Commercial Items |_| Mix of Both

1.5. Security Clearances:

1.5.1. The clearance level for this PWS/SOW is: |X| Unclassified |_| Classified |_| Mix of Both

1.5.2. The Facility Clearance Level for this PWS/SOW is: |X| Unclassified |_| Secret |_| Top Secret

[IF N/A delete 1.7.2.]

1.6. Performance Location(s):

1.6.1. The performance locations for this PWS/SOW are: |X| CONUS |_| OCONUS |_| Mix of Both

1.6.2. The labor will be performed at on a |_| Government Site |_| Contractor Site |X| Mix of Both

1.7. Place(s) of Performance:

1.7.1. The primary place of performance is Contractor’s facility, however occasional meetings may be held at CDC offices in Atlanta, GA.

1.8. Period of Performance:

1.8.1. The period of performance for this PWS/SOW is from date of award through 1 year thereafter, with no option periods.

2.0. CONTRACT LINE ITEMS (CLINS) AND CONTRACT TYPE BY CLIN

Professional Services for the project entitled, “PUBLIC HEALTH ASSESSMENT GUIDANCE MANUAL UPDATE AND EXPOSURE POINT GUIDANCE COMPLETION” in accordance with the PWS as set forth.

Inspection/Acceptance: Destination

F.O.B. Destination

Performance Period: 12 months Firm-Fixed-Price (FFP)

Travel for the project entitled, “PUBLIC HEALTH ASSESSMENT GUIDANCE MANUAL UPDATE AND EXPOSURE POINT GUIDANCE COMPLETION” in accordance with this PWS.

Inspection/Acceptance: Destination

F.O.B. Destination

Performance Period: 12 months Cost-Reimbursable (CR)

3.0. DESCRIPTION OF SERVICES/SCOPE OF WORK

3.1 Background and Need

Under the authority of Section 110 of the Superfund Amendments and Reauthorization Act of 1986 (SARA), the Agency for Toxic Substances and Disease Registry (ATSDR) is required to prevent or mitigate public health impacts resulting from exposure to toxic substances found at National Priority List (NPL) sites, federal hazardous waste sites, sites of unplanned releases, and sites where ATSDR has been petitioned by concerned individuals or organizations. To meet its mission, ATSDR conducts detailed evaluations and analyses of information to prepare public health assessments, health consultations, exposure investigations, and health education materials. ATSDR further conducts activities such as community engagement, modeling, data visualization, and derivation of comparison values to conduct its health assessment responsibilities. These products and activities are based on the best and most current science. Contractor support required under this project is to assist ATSDR in updating and enhancing the 2005 Public Health Assessment Guidance Manual (PHAGM). The contractor will assist in a survey to define information to place in the manual, determine a web-based platform to house the manual, and assist in updating the materials provided the staff in a consistent structure included in the revised manual.

Furthermore, The Division of Community Health Investigation (DCHI), ATSDR, has a need for specific continued technical expertise to assist in completing the work on the Exposure Point Concentration (EPC) guidance documents and associated training. Two draft guidance documents (Discrete Sampling EPC and Dioxin EPC) are in the final stages of ATSDR formal clearance. Two other draft guidance documents (Non-Discrete Sampling EPC and Exposure Unit guidance documents) are undergoing internal review. However, a method for determining the best approach to estimate a reasonable EPC for polycyclic aromatic hydrocarbons (PAHs) has not been determined. Additional research and guidance are needed to determine the best, scientifically accepted, approach for estimating a reasonable EPC for PAHs as this class of chemicals offers special scientific and methodological challenges. Finally, once all the EPC guidance documents are drafted and approved, training on these new guidance documents and associated tools are needed.

3.2 Project Objective

The main purpose of this project is to assist ATSDR in updating and enhancing the 2005 PHAGM and completing the updated EPC guidance.

For the PHAGM update, there are 3 requirements of the task 1) conduct survey using ATSDR provided information of ATSDR scientific and state cooperative staff and provide complete summary of findings so as to provide input into the best design and the suggested content of the manual. 2) assist in choosing a web based platform that can be easily updated in the future as new materials and guidance become available and 3) and produce the new manual with the updated and new materials. Editing the existing guidance to ensure the entirety is written similar in style across all sections. Updating the manual will ensure that scientists have the most updated guidance and information for conduct of the health assessment process.

For the EPC update, the objective is to complete the updated guidance (beyond what is provided in the PHAGM) for a major part of the public health assessment process and to provide guidance to inform future updates to the Public Health Assessment Site Tool (PHAST). These guidance documents will help to ensure more consistent approaches for both ATSDR, as well as, state cooperative agreement program products. Training sessions and material developed for these guidance documents will provide current and future health assessors with scientifically valid and consistent approaches to deal with this important aspect of our public health assessment process.

3.3 Scope of Work

The scientific assistance provided by the Contractor will enhance the quality of the science utilized in the public health assessment process relevant to evaluating exposures from hazardous waste or other sites (e.g., National Priorities List aka Superfund, petitioned, facilities, or other sites, public health consultation, exposure investigation, community involvement and health education and promotion activities, and/or other Agency actions). The contractor will support ATSDR’s public health responsibilities and shall provide expert consultation on design and preparation of the PHAGM.

For the EPC update portion of this project, the Contractor shall:

· Assist ATSDR staff in completing EPC guidance documents

· Determine scientifically defensible approaches for estimating a reasonable EPC for PAH results obtained from a discrete sampling design and develop guidance.

· Provide training material and conduct recorded training webinars for use by current and future internal and external staff who work on or review ATSDR public health assessments.

· Provide final guidance and training materials that will assist a smooth transition of EPC concepts and approaches into future updates to PHAST.

3.4 Technical Requirements

The contractor shall as an independent organization and not as part of the Government, furnish all necessary services, facilities, equipment, qualified personnel, and material to satisfactorily perform the services required by the PWS as set forth below:

The Contractor shall provide the following tasks, as a minimum, during performance of this contract:

Task No.

Description

Survey ATSDR and state cooperative staff to determine content of the updated PHAGM.

Assist in selection of a web based platform that can be easily updated in the future as new information is provided.

Produce the PHAGM with guidance and information provided by ATSDR. Final determination of the content of the manual will be determined after the survey is conducted and input is received from management and associate directors of science. Integrate new sections and update all the old sections to ensure consistency in format and style.

Research methods to determine best approaches to estimate a reasonable EPC estimate for PAHs from discrete sampling. Develop a position paper on the pros and cons of each of the identified methods and report to ATSDR. Develop guidance based on the agreed upon best scientifically defensible approach.

Assist ATSDR in addressing internal and peer reviewer comments for the following guidance documents:

a. Non-Discrete Sampling EPC

b. Exposure Unit guidance

c. PAH EPC

Develop training material and conduct up to 4 training webinars for EPC-related guidance based on the following:

a. Non-Discrete Sampling EPC

b. Exposure Unit

c. PAH Discrete Sampling EPC

d. Discrete Sampling EPC

e. Dioxin Discrete Sampling EPC

Travel to CDC Campus to conduct 2 periodic project update meetings and conduct in person training, if requested. Meetings and/or training shall be coordinated with CDC staff to determine the most appropriate time, length, and agenda at least 3 weeks in advance.

A3.5 Reporting Schedule:

A. Project Schedule Within 15 days of contract award, the Contractor shall deliver a project schedule that details planned tasks, meetings, reports, decision points, design due dates and any other important milestones necessary for the effective management of this project.

B. Monthly Reports A Monthly Progress Report detailing current status of each project/site under the contract shall be written. The report shall be narrative in form and shall include a summary of progress toward completion for each project/site, any changes in the procedures used, and problems encountered to date, including the Contractor's assessment of specific impact of such problems on estimated costs and scheduled date of completion. In addition, the report shall include the following information:

1. Any changes in the completion dates as outlined in the original time schedules.

2. Monthly Progress Reports shall be single-spaced pages with details for each work assignment covered by the report and shall be due twenty calendar days after the end of the calendar month. The contractor shall send one copy of the report to the ATSDR COR, the Contracting Officer, and the Alternate COR.

B. Notification of 75% Completion Report In a separate report, the Contractor shall provide a brief, written notification to COR, Alternate COR, and Contracting Officer when project work has reached 75% completion.

3.6 Special Considerations

A. It is important that the Contractor have expert skills in public health, environmental health, risk assessment and toxicology.

B. The Contractor is expected to provide overall management of the project that will comply with Centers for Disease Control (CDC) policies and procedures

C. Contractor performance and resulting deliverables must adhere to all federal, HHS, and CDC IT security and privacy policies, standards and procedures.

Copies of relevant guidance can be made available upon execution and submission of an appropriate non-disclosure form to the supporting Information System Security Officer, via the Contracting Officer.

D. Information Technology (IT) Security and Privacy Safeguarding Information and Information Systems. In accordance with the Federal Information Processing Standards Publication (FIPS)199, Standards for Security Categorization of Federal Information and Information Systems, the Contractor (and/or any subcontractor) shall:

a. Protect government information and information systems in order to ensure: Confidentiality, which means preserving authorized restrictions on access and disclosure, based on the security terms found in this contract, including means for protecting personal privacy and proprietary information; Integrity, which means guarding against improper information modification or destruction, and ensuring information non-repudiation and authenticity; and Availability, which means ensuring timely and reliable access to and use of information.

b. Provide security for any Contractor systems, and information contained therein, connected to an HHS network or operated by the Contractor on behalf of HHS regardless of location. In addition, if new or unanticipated threats or hazards are discovered by either the agency or contractor, or if existing safeguards have ceased to function, the discoverer shall immediately, within one (1) hour or less, bring the situation to the attention of the other party.

c. Adopt and implement the policies, procedures, controls, and standards required by the HHS Information Security Program to ensure the confidentiality, integrity, and availability of government information and government information systems for which the Contractor is responsible under this contract or to which the Contractor may otherwise have access under this contract. Obtain the HHS Information Security Program security requirements, outlined in the HHS Information Security and Privacy Policy (IS2P), by contacting the CO/COR or emailing fisma@hhs.gov.

d. Comply with the Privacy Act requirements and tailor FAR clauses as needed.

Controlled Unclassified Information (CUI). CUI is defined as “information that laws, regulations, or Government-wide policies require to have safeguarding or dissemination controls, excluding classified information.” The Contractor (and/or any subcontractor) must comply with Executive Order 13556, Controlled Unclassified Information, (implemented at 3 CFR, part 2002) when handling CUI. 32 C.F.R. 2002.4(aa) As implemented the term “handling” refers to “…any use of CUI, including but not limited to marking, safeguarding, transporting, disseminating, reusing, and disposing of the information.” 81 Fed. Reg. 63323. All sensitive information that has been identified as CUI by a regulation or statute, handled by this solicitation/contract, shall be:

Protection of Sensitive Information. For security purposes, information is or may be sensitive because it requires security to protect its confidentiality, integrity, and/or availability. The Contractor (and/or any subcontractor) shall protect all government information that is or may be sensitive in accordance with OMB Memorandum M-06-16, Protection of Sensitive Agency Information by securing it with a FIPS 140-2 validated solution.

Confidentiality and Nondisclosure of Information. Any information provided to the contractor (and/or any subcontractor) by HHS or collected by the contractor on behalf of HHS shall be used only for the purpose of carrying out the provisions of this contract and shall not be disclosed or made known in any manner to any persons except as may be necessary in the performance of the contract. The Contractor assumes responsibility for protection of the confidentiality of Government records and shall ensure that all work performed by its employees and subcontractors shall be under the supervision of the Contractor. Each Contractor employee or any of its subcontractors to whom any HHS records may be made available or disclosed shall be notified in writing by the Contractor that information disclosed to such employee or subcontractor can be used only for that purpose and to the extent authorized herein. The confidentiality, integrity, and availability of such information shall be protected in accordance with HHS and CDC policies. Unauthorized disclosure of information will be subject to the HHS/CDC sanction policies and/or governed by the following laws and regulations:

Standard for Encryption. The Contractor (and/or any subcontractor) shall:

a. Comply with the HHS Standard for Encryption of Computing Devices and Information to prevent unauthorized access to government information.

b. Encrypt all sensitive federal data and information (i.e., PII, protected health information [PHI], proprietary information, etc.) in transit (i.e., email, network connections, etc.) and at rest (i.e., servers, storage devices, mobile devices, backup media, etc.) with FIPS 140-2 validated encryption solution.

c. Secure all devices (i.e.: desktops, laptops, mobile devices, etc.) that store and process government information and ensure devices meet HHS and CDC-specific encryption standard requirements. Maintain a complete and current inventory of all laptop computers, desktop computers, and other mobile devices and portable media that store or process sensitive government information (including PII).

d. Verify that the encryption solutions in use have been validated under the Cryptographic Module Validation Program to confirm compliance with FIPS 140-2. The Contractor shall provide a written copy of the validation documentation to the COR upon request.

e. Use the Key Management system on the HHS personal identification verification (PIV) card or establish and use a key recovery mechanism to ensure the ability for authorized personnel to encrypt/decrypt information and recover encryption keys. Encryption keys shall be provided to the COR upon request and at the conclusion of the contract.

Contractor Non-Disclosure Agreement (NDA). Each Contractor (and/or any subcontractor) employee having access to non-public government information under this contract shall complete the HHS/CDC non-disclosure agreement. A copy of each signed and witnessed NDA shall be submitted to the Contracting Officer (CO) and/or CO Representative (COR) prior to performing any work under this acquisition.

Incident Response. A privacy breach is a type of incident and is defined by Federal Information Security Modernization Act (FISMA) as the loss of control, compromise, unauthorized disclosure, unauthorized acquisition, or any similar occurrence where (1) a person other than an authorized user accesses or potentially accesses personally identifiable information (PII) or (2) an authorized user accesses or potentially accesses personally identifiable information for an other than authorized purpose. The HHS Policy for IT Security and Privacy Incident Reporting and Response further defines a breach as “a suspected or confirmed incident involving PII”.

In the event of a suspected or confirmed incident or breach, the Contractor (and/or any subcontractor) shall:

1) Protect all sensitive information, including any PII created, stored, or transmitted in the performance of this contract so as to avoid a secondary sensitive information incident with FIPS 140-2 validated encryption.

2) NOT notify affected individuals unless so instructed by the Contracting Officer or designated representative. If so instructed by the Contracting Officer or representative, the Contractor shall send CDC approved notifications to affected individuals.

3) Report all suspected and confirmed information security and privacy incidents and breaches to the CDC Incident Response Team (IRT) (CSIRT@cdc.gov, 866-655-2245), COR, CO, CDC SOP (or his or her designee), and other stakeholders, including incidents involving PII, in any medium or form, including paper, oral, or electronic, as soon as possible and without unreasonable delay, no later than one (1) hour, and consistent with the applicable CDC and HHS policy and procedures, NIST standards and guidelines, as well as US-CERT notification guidelines. The types of information required in an incident report must include at a minimum: company and point of contact information, contract information, impact classifications/threat vector, and the type of information compromised. In addition, the Contractor shall:

Sanitization of Government Files and Information. As part of contract closeout and at expiration of the contract, the Contractor (and/or any subcontractor) shall provide documentation or attestation to the CO and/or COR to certify that, at the government’s direction, all electronic and paper records are appropriately disposed of and all devices and media are sanitized in accordance with NIST SP 800-88, Guidelines for Media Sanitization.

Contractor Responsibilities Upon Physical Completion of the Contract. The contractor (and/or any subcontractors) shall return all government information and IT resources (i.e., government information in non-government-owned systems, media, and backup systems) acquired during the term of this contract to the CO and/or COR. Additionally, the Contractor shall provide a certification that all government information has been properly sanitized and purged from Contractor-owned systems, including backup systems and media used during contract performance, in accordance with HHS and/or CDC policies.

E. Access to CDC’s campuses will occur for planning and update meetings.

F. The contractor must protect the confidentiality of proprietary, sensitive, and Personally Identifiable Information (PII).

G. CDC/ATSDR shall have the right to use, disclose, modify, distribute, and reproduce any software and any other technical data delivered under this contract.

3.7 Government Furnished Property

N/A

3.8 References

Governing Laws, Guidelines or Requirements:

The Contractor shall comply with Federal laws and guidelines, in particular, the ones as described below:

· Federal Section 508 Laws and Guideline http://www.access-board.gov/508.htm

· Federal Information Security Management Act of 2002 (FISMA). http://csrc.nist.gov/groups/SMA/fisma/index.html

· The Privacy Act of 1974 - adequate administrative, operational, and technical security controls must be implemented to prevent unauthorized access to or disclosure of any personally identifiable information (PII) that will be accessed by the contractor http://www.hhs.gov/foia/privacy/index.html

· Paperwork Reduction Act (PRA) http://www.hhs.gov/ocio/policy/collection/index.html

· E-Government Act of 2002 http://www.archives.gov/about/laws/egov-act-section-207.html

· CDC Information Technology Guidelines (May be made available upon request after execution of a CDC/HHS Non-disclosure Agreement)

· CDC Web Template Guidelines http://www.cdc.gov/healthcommunication/ToolsTemplates

· CDC Social Media Guidelines http://www.cdc.gov/SocialMedia/Tools/guidelines/index.html

· Other guidelines as produced and sanctioned by the CDC.gov web Council and the CDC Social Media Council http://www.cdc.gov/healthcommunication/index.html

· Office of Management and Budget (OMB), National Institute of Standards and Technology (NIST), and General Accounting Office (GAO) policies that can be primarily found at or through the Federal CIO Council website at http://cio.gov

· CEH/ATSDR Information Resources Governance Board See CDC/HHS Enterprise Performance Life Cycle {EPLC} http://www2a.cdc.gov/cdcup/library/other/eplc.htm

3.9 Period of Performance

The period of performance shall commence upon “award effective date” and shall continue for 12 months.

3.10 Place of Performance

Primary place of performance will be the Contractor’s facility, however travel to the CDC campus in Atlanta, GA will be required for meeting and/or training.

4.0. DELIVERY AND PERFORMANCE INFORMATION

4.1 Deliverables

The Contractor shall deliver, within the timeframes specified, to the recipients as listed herein.

All deliverables may be submitted electronically unless specified elsewhere.

SubTask Reference

NLT 15 calendar days after contract award.

TBD by ADS within the period of performance

TBD by DCHI project lead within the period of performance

4.2 Performance Based Matrix:

The main goal of this procurement is to provide timely, complete, accurate, and quality services to CDC for the requirements as identified herein.

The tasks identified in the PWS are the key services of this award. The requirements and standards below are designed with the goal of promoting timely, complete, accurate, and quality services:

4.2.1. The rights and remedies described in this section shall not be exclusive and are in addition to other rights and remedies provided by law or elsewhere included in this contract.

5.0. LABOR CATEGORIES AND DESCRIPTIONS

5.1 The contractor shall provide adequate personnel to accomplish the tasks listed in the PWS. The following table demonstrates suggested skill labor categories and in no way restricts the labor categories available for proposal.

Operations Research Analyst

(SOC: 15-2031)

Senior

Journeyman Scientists and Science Technicians Group 3

(SOC: 19-2041)

Journeyman

Senior Scientists and Science Technicians Group 3

(SOC: 19-2041)

Senior

SME - Scientists and Science Technicians Group 3

(SOC: 19-2041)

Subject Matter Expert

5.2 Key Personnel

The following positions are identified as Key Personnel Positions:

· Scientists and Science Technicians (SOC: 19-2041) / Level - SME

· Operations Research Analyst (SOC: 15-2031) / Level – Senior The Contractor shall provide resumes of Key Personnel. Personnel identified as Key Personnel are considered to be essential to the work being performed hereunder. Before changing an individual identified as Key, the Contractor shall notify the Contracting Officer in no less than 15 business days and will submit written justification as to the reason for substitution. Substitution within the first 90 days will only be considered acceptable for reasons of illness, death, or termination of employment. The justification must include the name, resume, and qualifications of the proposed substitute(s). The proposed substitute(s) will possess qualifications equal to or superior to those of the Key person being replaced. The Contractor shall not substitute Key personnel without written consent from the Contracting Officer. No change in fixed unit prices may occur as a result of key personnel substitution.

6.0. INVOICING INSTRUCTIONS

6.1 Payment Information:

NOTE: Failure to enter an invoice into the GSA Information Technology Solution Shop (ITSS) web based system will result in a rejection.

The Contractor shall provide the following payment information for GSA use. It must be an exact match with the information under the order number in the GSA ITSS Contract Registration (not the Contractor’s company or individual representative’s registration) as well as with the information under the Contractor’s DUNS number in the System for Award Management (SAM), http://www.SAM.gov. Mismatched information will result in rejected orders and payments.

1. Company Name – Legal Business Name and DBA (Doing Business As) Name

1. Mailing Address – Contact and Address Information

1. Remittance Address – Remit To Address Information

1. Employer’s Identification Number – Federal Tax ID

1. DUNS (Data Universal Numbering System)

6.2 Invoice Information:

1. Invoice Number – must not include any special characters; ITSS and the invoice must match

1. ACT Number from GSA Form 300, Block 4

1. GSA Order Number – must match ITSS

1. Order Number from GSA Form 300, Block 3

1. Point of Contact and Phone Number

1. Period of Performance for the Billing Period

1. Labor per payment schedule, reimbursable costs, and other charges (e.g., G&A) must be broken out in accordance with the work statement

1. Prompt Payment Discount, if offered

1. Total Invoice Amount – must match the acceptance information posted in ITSS; cannot exceed the current task order ceiling

1. Total cumulative Order Amount and Burn Rate

6.3 Invoice Requirements:

The Contractor shall submit simultaneous copies of the invoice to both the Contracting Officer and COR, along with all backup documentations (e.g., receipts, credit card transactions reports, proof of indirect rates, monthly expenditure report) prior to its submission in ASSIST. The Contractor shall:

1. Maintain and submit an invoice workbook with each invoice.

1. Provide NTE charges (e.g., travel, ODCs) in one invoice submission. Provide receipts for all travel and Equipment & Material purchases.

1. Separate CAF in one invoice submission.

The final invoice should be submitted within three (3) months of contract expiration. The Contractor shall provide the Government with a monthly status on when the final invoice will be submitted to the Government upon the completion of the base period or (if exercised) an option period.

6.4 Invoice Submittal:

1. An electronic copy of the invoice must be posted in the GSA ITSS within GSA’s web-based procurement system, AASBS Portal (https://portal.fas.gov) or future equivalent. The COR and GSA CO/CAM must approve the invoice in ITSS prior to payment.

1. The original invoice must be submitted to GSA’s finance center. This must be done electronically to the finance center web site (http://www.finance.gsa.gov).

1. The invoice information posted in ITSS must match the invoice information submitted to GSA’s finance center to initiate a receiving report.

1. The payment information must satisfy a three-way match (ITSS, GSA finance center, and SAM) for the invoice to be successfully processed for payment.

6.5 Reimbursable costs must not exceed the limit(s) specified in the contract. The Government will not pay charges that are not specifically identified in the task and approved, in advance, by the Government. Copies of receipts, travel vouchers, etc. that have been completed in accordance with Federal Travel Regulations (FTR) and/or Government Joint Travel Regulations (JTR) shall be attached to the invoice to support charges other than employee labor hours. Original receipts shall be maintained by the Contractor and made available to Government auditors upon request.

6.6 Invoicing for Materials

The contractor may invoice monthly on the basis of cost incurred for the Other Direct Costs CLIN, if any, as approved at the direction of the COR. The invoice shall include the period of performance (PoP) covered by the invoice, CLIN number, and COR’s direction for purchase of the materials. In addition, the contractor shall provide the following detailed information in spreadsheet format for each invoice submitted, as applicable:

· Approved Material Number or Identifier

· Materials and Equipment Purchased/Description

· Handling Rate

· Date Approved by the Government

· Estimated Cost

· Amount Billed/Invoiced

· Variance between Estimated and Billed Cost

· Overhead charges, General and Administrative charges

· Associated CLIN

· Project-to-date totals by CLIN

· Remaining balance of the CLIN

The Contractor shall also include Overhead charges, General and Administrative charges, and backup documentation of purchase (e.g., receipts).

6.7 Invoicing for Travel

Long-distance travel is defined as travel to a location over fifty (50) miles from the Contractor employee’s normal duty station. Local travel will not be reimbursed.

Contractor costs for travel will be reimbursed at the limits set in the following regulations (see FAR 31.205-46):

· Federal Travel Regulations (FTR) - prescribed by the GSA, for travel in the contiguous U.S.

· Joint Travel Regulations (JTR), Volume 2, Department of Defense (DoD) Civilian Personnel, Appendix A - prescribed by the DoD, for travel in Alaska, Hawaii, and outlying areas of the U.S.

The Contractor may invoice monthly for the incurred travel costs in compliance with the JTR/FTR. The invoice shall include the PoP covered by the invoice, the CLIN number, title, and identify all cumulative travel costs billed by CLIN. The Contractor shall provide separate worksheets; in MS Excel format for travel with the following information:

· Travel Authorization Request number or identifier, approver name, and approval date

· Current invoice period

· Names of persons traveling

· Reason for traveling

· Travel Location

· Number of travel days

· Dates of travel

· Number of days per diem charged

· Per diem rate used

· Total per diem charged

· Transportation costs

· Total charges

· Explanation of variances exceeding 10% of the approved versus actual costs

· Indirect Handling Rate

The Contractor shall also include Overhead charges, General and Administrative charges, and backup documentation of purchase (e.g., receipts).

6.8 Payment Schedule: The Contractor shall invoice for work performed in accordance with the payment schedule that was submitted to and approved by the GSA Contracting Officer. Payment schedule for CLIN 0001 shall be based on the firm fixed price divided by 12 months. Payment for other CLINs shall be reimbursed as costs are accrued IAW appropriate clauses based on contract type.

6.9 Invoices for final payment must be identified as such and submitted within 3 months of contract expiration. No further charges are to be billed after final invoice submission. The Contractor shall request an extension for final invoices that may exceed the 3 months from the GSA CO.

6.10 Contract Close-Outs: The Contractor shall cooperate with the CO to close out the contract as soon as practical after expiration, cancellation, or termination. The Contractor shall provide the Government with a detailed schedule of close-out actions to be completed per the contract. The schedule shall at minimum include the following:

· Expected date of the final invoice shall be submitted for labor, travel, material and equipment, and CAF.

· Expected date for close-out completion.

After the PoP has ended, the Contractor shall provide the CO and COR with monthly updates on the detailed close-out schedule. The Contractor’s close-out performance will be evaluated and captured through the CPARS module.

7.0. SOLICITATION PROVISIONS AND CLAUSES

To be provided with official RFQ.

Organizational Conflict of Interest

(a) Organizational Conflict of Interest” means that because of other activities or relationships with other persons, a person is unable or potentially unable to render impartial assistance or advice to the Government, or the person’s objectivity in performing the contract work is or might be otherwise impaired, or a person has an unfair competitive advantage. “Person” as used herein includes Corporations, Partnerships, Joint Ventures, and other business enterprises. All actual or potential OCI situations shall be handled in accordance with FAR Subpart 9.5. Offeror as used in this solicitation section addressing OCI shall include all vendors that the company submitting this proposal has entered into a contractor teaming agreement or prime subcontractor relationship with in connection with its proposal submission for this acquisition.

(b) If the Offeror is currently providing support or anticipates providing support to the Government that presents an actual or potential OCI with the requirements for this acquisition, the Offeror warrants that to the best of its knowledge and belief, and except as otherwise set forth in the contract, the Contractor does not have any organizational conflict of interest(s) as defined in paragraph (a).

(c) It is recognized that the effort to be performed by the contractor under this contract may create a potential organizational conflict of interest on the instant contract or on a future acquisition. In order to avoid this potential conflict of interest, and at the same time to avoid prejudicing the best interest of the Government, the right of the Contractor to participate in future procurement of equipment and/or services that are the subject of any work under this contract shall be limited as described below in accordance with the requirements of FAR 9.5.

(d) (1) The Contractor agrees that it shall not release, disclose, or use in any way that would permit or result in disclosure to any party outside the Government any proprietary information provided to the Contractor by the Government during or as a result of performance of this contract. Such information includes, but is not limited to, information submitted to the Government on a confidential basis by other persons. Further, the prohibition against release of Government provided information extends to cover such information whether or not in its original form, e.g. where the information has been included in Contractor generated work or where it is discernible from materials incorporating or based upon such information. This prohibition shall not expire after a given period of time.

(2) The contractor agrees that it shall not release, disclose, or use in any way that would permit or result in disclosure to any party outside the Government any information generated or derived during or as a result of performance of this contract. This prohibition shall expire after a period of one year after completion of performance on this contract.

(3) The prohibitions contained in subparagraphs (d)(1) and (d)(2) shall apply with equal force to any affiliate of the Contractor, any subcontractor, consultant, or employee of the Contractor, any joint venture involving the Contractor, any entity into or with which it may merge or affiliate, or any successor or assign of the Contractor. The terms of paragraph (f) of this Special Contract Requirement relating to notification shall apply to any release of information in contravention of this paragraph (d).

(e) The Contractor further agrees that, during the performance of this contract and for a period of one year after completion of performance of this contract, the Contractor, any affiliate of the Contractor, any subcontractor, officers of the company participating in the contract, any joint venture involving the Contractor, any entity into or with which it may subsequently merge or affiliate, or any other successor or assign of the Contractor, shall not furnish to the United States Government, either as a prime contractor or as a subcontractor, or as a consultant to a prime contractor or subcontractor, any system, component or services which is the subject of the work to be performed under this contract. This exclusion does not apply to any re-competition for those systems, components or services furnished pursuant to this contract. As provided in FAR 9.505-2, if the Government procures the system, component, or services on the basis of work statements growing out of the effort performed under this contract, from a source other than the contractor, subcontractor, affiliate, or assign of either, during the course of performance of this contract or before the one year period following completion of this contract has lapsed, the Contractor may, with the authorization of the cognizant Contracting Officer, participate in a subsequent procurement for the same system, component, or service. In other words, the Contractor may be authorized to compete for procurement(s) for systems, components or services subsequent to an intervening procurement.

(f) The Contractor agrees that, if after award, it discovers an actual or potential organizational conflict of interest; it shall make immediate and full disclosure in writing to the Contracting Officer. The notification shall include a description of the actual or potential organizational conflict of interest, a description of the action, which the Contractor has taken or proposes to take to avoid, mitigate, or neutralize the conflict, and any other relevant information that would assist the Contracting Officer in making a determination on this matter. Notwithstanding this notification, the Government may terminate the contract for the convenience of the Government if determined to be in the best interest of the Government.

(g) Notwithstanding paragraph (f) above, if the Contractor was aware, or should have been aware, of an organizational conflict of interest prior to the award of this contract or becomes, or should become, aware of an organizational conflict of interest after award of this contract and does not make an immediate and full disclosure in writing to the Contracting Officer, the Government may terminate this contract for default.

(h) If the Contractor takes any action prohibited by this requirement or fails to take action required by this requirement, the Government may terminate this contract for default.

(i) The Contracting Officer’s decision as to the existence or nonexistence of an actual or potential organizational conflict of interest shall be final and is not subject to the clause of this contract entitled “DISPUTES” (FAR 52.233-1).

(j) Nothing in this requirement is intended to prohibit or preclude the Contractor form marketing or selling to the United States Government its product lines in existence on the effective date of this contract; nor, shall this requirement preclude the Contractor from participating in research and development or delivering any design development model or prototype of any such equipment. Additionally, sale of catalog or standard commercial items are exempt from this requirement.

(k) The Contractor shall promptly notify the Contracting Officer, in writing, if it has been tasked to evaluate or advise the Government concerning its own products or activities or those of a competitor in order to ensure proper safeguards exist to guarantee objectivity and to protect the Government’s interest.

(l) The Contractor shall include this requirement in subcontracts of any tier, which involve access to information, or situations/conditions covered by the preceding paragraphs, substituting “subcontractor” for “contractor” where appropriate.

(m) The rights and remedies described herein shall not be exclusive and are in addition to other rights and remedies provided by law or elsewhere included in this contract.

Compliance with this requirement is a material requirement of this contract.

(End of Clause)

CDC37.0001 Non-Personal Services (April 2013)

(a) Personal services shall not be performed under this contract. Although the Government may provide sporadic or occasional instructions within the scope of the contract, the Contractor is responsible for control and supervision of its employees. If the Contractor (including its employees) believes any Government action or communication has been given that would create a personal services relationship between the Government and any Contractor employee, the Contractor shall promptly notify the Contracting Officer of this communication or action.

(b) The contractor shall comply with, and ensure their employees and subcontractors comply with, CDC Policy titled “Identification of Contractors' Employees and Safeguarding Government Information.” No Contractor employee shall hold him or herself out to be a Government employee, agent, or representative. No Contractor employee shall state orally or in writing at any time that he or she is acting on behalf of the Government. In all communications with third parties in connection with this contract, Contractor employees shall identify themselves as Contractor employees and specify the name of the company for which they work. The contractor is limited to performing the services identified in the contract statement of work and shall not interpret any communication with anyone as a permissible change in contract scope or as authorization to perform work not described in the contract. All contract changes will be incorporated by a modification signed by the Contracting Officer.

(c) The Contractor shall ensure that all of its employees and subcontractor employees working on this contract are informed of the substance of this clause. The Contractor agrees that this is a non-personal services contract; and that for all the purposes of the contract, the Contractor is not, nor shall it hold itself out to be an agent or partner of, or joint venture with, the Government. The Contractor shall notify its employees that they shall neither supervise nor accept supervision from Government employees. The substance of this clause shall be included in all subcontracts at any tier.

(d) Nothing in this clause shall limit the Government's rights in any way under any other provision of the contract, including those related to the Government's right to inspect and accept or reject the services performed under this contract.

(End of Clause)

8.0. PROPOSAL PREPARATION AND SUBMISSION

To be provided in official RFP Package

9.0. EVALUATION FACTORS AND BASIS OF AWARD

To be provided in official RFP Package image1.emf oleObject1.bin