ID11170037_RFP_Final_(2)_4_18_2018.docx

SECTION M-EVALUATION FACTORS FOR AWARD

REQUEST FOR PROPOSAL (RFP) ID11170037

HARDWARE AND SOFTWARE SERVICES

in support of:

THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT GINNIE MAE

BY:

NATIONAL CAPITAL REGION (NCR) FEDERAL ACQUISITION SERVICE (FAS) 301 7TH & D STREETS, SW – ROOM 6109 WASHINGTON, DC 20407

April 18, 2018

B.1 SERVICES TO BE ACQUIRED

The contractor shall provide support to the Department of Housing and Urban Development Ginnie Mae with acquiring and licensing hardware, software, shared services and hosted application services to include maintenance as stated in the Performance Work Statement, Section C.

B.2 CONTRACT TYPE

The Government intends to award a Firm-Fixed Price/Cost reimbursable type of contract for products and services. Tasks 1-7 will be procured on a Firm Fixed price basis. Task 8 – ODCs will be procured on a Cost reimbursable basis.

B.3 PRICING TABLES

CONTRACT LINE ITEMS (CLINs) Proposal must include pricing for all CLINs.

The contractor’s price for each CLIN must include all costs for labor, material, equipment, etc. necessary to perform all requirements issued in the entirety of this request for proposal.

B.3.1 BASE PERIOD:

Task 1-Project Management

Task 2 - Procurement Support

Task 3 – License Management

Task 4 – Evaluate Software Licensing and Impact

Task 5 – Shared Services Platforms

Task 6 – Technology Refresh

ODC’s

$1,513,829.00

THE NTE CEILING AMOUNT REPRESENTS THE MAXIMUM AMOUNT OF THE OVERNMENT’S LIABILITY. THE CONTRACTOR EXCEEDS THE CEILING AT ITS OWN RISK.

B.3.2 OPTION YEAR ONE:

Task 1 – Project Management

Task 2 – Procurement Support

Task 3 – License Management

Task 4 – Evaluate Software Licensing and Impact

Task 5 – Shared Services Platforms

Task 6 – Technology Refresh

ODC’s

$1,663,802.00

THE NTE CEILING AMOUNT REPRESENTS THE MAXIMUM AMOUNT OF THE GOVERNMENT’S LIABILITY. THE CONTRACTOR EXCEEDS THE CEILING AT ITS OWN RISK.

3.3.3 OPTION YEAR TWO:

Task 1 – Project Management

Task 2 – Procurement Support

Task 3 – License Management

Task 4 – Evaluate Software Licensing and Impact

Task 5 – Shared Services Platforms

Task 6 – Technology Refresh

ODC’s

$1,828,773.00

THE NTE CEILING AMOUNT REPRESENTS THE MAXIMUM AMOUNT OF THE GOVERNMENT’S LIABILITY. THE CONTRACTOR EXCEEDS THE CEILING AT ITS OWN RISK.

B.3.4 OPTION YEAR THREE:

Task 1 – Project Management

Task 2 – Procurement Support

Task 3 – License Management

Task 4 – Evaluate Software Licensing and Impact

Task 5 – Shared Services Platforms

Task 6 – Technology Refresh

ODC’s

$2,010,241.00

THE NTE CEILING AMOUNT REPRESENTS THE MAXIMUM AMOUNT OF THE GOVERNMENT’S LIABILITY. THE CONTRACTOR EXCEEDS THE CEILING AT ITS OWN RISK.

B.3.5 OPTION YEAR FOUR:

Task 1 – Project Management

Task 2 – Procurement Support

Task 3 – License Management

Task 4 – Evaluate Software Licensing and Impact

Task 5 – Shared Services Platforms

Task 6 – Technology Refresh

ODC’s

$2,209,856.00

THE NTE CEILING AMOUNT REPRESENTS THE MAXIMUM AMOUNT OF THE GOVERNMENT’S LIABILITY. THE CONTRACTOR EXCEEDS THE CEILING AT ITS OWN RISK.

SECTION B – SUPPLIES OR SERVICES AND PRICES/COSTS

C.1 Purpose

The purpose of this Performance Work Statement (PWS) is to provide hardware and software maintenance support services to the Department of Housing and Development (HUD)-Ginnie Mae.

C.2 Background

Ginnie Mae is executing its Information Technology (IT) Consolidation Program and requires contractor support to acquire and maintain enterprise-wide maintenance for hardware (HW), software (SW) and shared services.

Ginnie Mae fully supports the goals of the Office of Management and Budget (OMB) memoranda on the Federal Data Center Consolidation Initiative (FDCCI) dated February 26 2010 and July 20, 2011, the Federal Cloud Computing Strategy, dated February 8, 2011, HUD and Federal OCIO asset management and shared services requirements and is well aligned to meet the goals established by the initiatives. Specifically, the resulting contract will assist Ginnie Mae with the following:

· Reducing overall spending on maintenance and services for hardware and software

· Consolidating hardware and software maintenance

· Improving asset utilization, management and inventory

· Improving efficiency, agility, and innovation

· Shifting IT investments to more efficient platforms and technologies

· Consolidating and reducing software licensing and maintenance costs

· Provide access to shared services and cloud hosting and;

· Providing general status updates as required by Ginnie Mae

The memo’s referenced above can be found at the following links:

https://www.dhs.gov/sites/default/files/publications/digital-strategy/federal-cloud-computing-strategy.pdf https://www.whitehouse.gov/sites/whitehouse.gov/files/omb/assets/egov_docs/federal_data_center_consolidation_initiative_02-26-2010.pdf https://www.whitehouse.gov/sites/whitehouse.gov/files/omb/assets/egov_docs/cio_memo_fdcci_deliverables_van_roekel_3-19-12.pdf https://datacenters.cio.gov

C.2.1 Current Environment

Ginnie Mae’s application, software and shared services are hosted across a pool of physical and virtual servers which are managed by third-party vendors through the current Infrastructure Consolidation Contract (IBM), Managed Data Center Contract (NaviSite) and Pool Processing Agent (PPA) (Bank of New York Mellon) Contract; at multiple locations in the United States. This contract will support all environments deployed within Ginnie Mae Systems.

C.3 SCOPE

The contractor shall provide support to Ginnie Mae with acquiring, licensing, and managing hardware, software, shared services, hosted application services maintenance support. The work under the resulting contract shall consist of providing user support in the following areas, but not limited to; purchasing, licensing, performing cost/benefit analysis, architecture design, enterprise tool development, integration, deployment, maintenance and upgrades, security, configuration, program and asset management.

Hardware and software maintenance is required to ensure that ad-hoc problems are resolved and that the operating system(s) and database server hardware and software are kept in compliance with patching and tech refreshes.

The effort will include also providing technical support (telephone) to Ginnie Mae on an as needed basis and providing general status updates on a monthly basis.

C.4 TASKS

C.4.1 TASK 1 PROJECT MANAGEMENT

The contractor will provide project management support under this contract. This includes the management and oversight of all activities performed by contractor personnel, including subcontractors, to satisfy the requirements in this Performance Work Statement (PWS). The contractor shall identify a project manager by name who shall provide management, direction, administration, quality control, and leadership of the execution of this contract.

C.4.1.1 SUBTASK 1 COORDINATE A PROJECT KICK-OFF MEETING

The contractor shall schedule and coordinate a Project Kick-Off Meeting at the location approved by the Government (Section F, Deliverable -02). The meeting will provide an introduction between the contractor personnel and Government personnel who will be involved with the contract. The meeting will provide the opportunity to discuss technical and management aspects of the contract. At a minimum, the attendees shall include key contractor personnel, representatives from the directorates, other relevant Government personnel and the General Services Administration (GSA) National Capital Region (NCR) Federal Acquisition Service (FAS) Contracting Officer Representative (COR).

At least three days prior to the Kick-Off Meeting, the contractor shall provide a Kick-Off Meeting Agenda (Section F, Deliverable - 01) for review and approval by the GSA AAS COR and the Ginnie Mae Technical Point of Contact (TPOC) prior to finalizing. The agenda shall include, at a minimum, the following topics/deliverables:

a. Points of contact (POCs) for all parties

b. Draft Project Management Plan (PMP) (Section F, Deliverable- 06) and discussion including schedule, tasks, etc.

c. Security discussion and requirements (i.e., building access, badges, common access cards (CACs)

d. Personnel discussion (i.e., roles and responsibilities and lines of communication between contractor and Government)

e. Staffing Plan and status

f. Invoicing requirements

g. Transition discussion

h. Draft Baseline Quality Control Plan (QCP) (Section F, Deliverable - 09)

Deliverables: Kick-Off Meeting Agenda, Kick-Off Meeting

C.4.1.2 SUBTASK 2 PREPARE A MONTHLY STATUS REPORT (MSR)

The contractor shall develop and provide an MSR (Section J - List of Attachments, Attachment A) (Section F, Deliverable -03). The MSR shall include the following:

a. Activities during reporting period, by task (include on-going activities, new activities, and activities completed, and progress to date on all above mentioned activities). Each section shall start with a brief description of the task.

b. Problems and corrective actions taken. Also include issues or concerns and proposed resolutions to address them.

c. Government actions required.

d. Schedule (show major tasks, milestones, and deliverables; planned and actual start and completion dates for each).

e. Accumulated invoiced costs for each CLIN up to the previous month.

f. Projected cost of each CLIN for the current month.

Deliverable: Monthly Status Report

C.4.1.3 SUBTASK 3 – CONVENE TECHNICAL STATUS MEETINGS

The contractor PM shall convene a monthly Technical Status Meeting with the Ginnie Mae TPOC, GSA AAS COR, and other Government stakeholders (Section F, Deliverable -04). The purpose of this meeting is to ensure all stakeholders are informed of the monthly activities and MSR, provide opportunities to identify other activities and establish priorities, and coordinate resolution of identified problems or opportunities. The contractor PM shall provide minutes of these meetings, including attendance, issues discussed, decisions made, and action items assigned, to the GSA AAS COR within five workdays following the meeting (Section F, Deliverable-05).

Deliverable: Monthly Technical Status Meeting, Monthly Technical Status Meeting Minutes

C.4.1.4 SUBTASK 4 – PREPARE A PROJECT MANAGEMENT PLAN (PMP)

The contractor shall document all support requirements in a PMP. The contractor shall provide the Government with a draft PMP (Section F, Deliverable - 06) on which the Government will make comments. The final PMP (Section F, Deliverable-07) shall incorporate the Government’s comments.

The PMP shall:

a. Document the technical approach for delivering the tasks under the requirement.

b. Include milestones, tasks, and subtasks required in this contract.

c. Provide for an overall Work Breakdown Structure (WBS) with a minimum of three levels and associated responsibilities and partnerships between Government organizations.

d. Describe in detail the contractor’s approach to risk management under this Contract.

e. Describe in detail the contractor’s approach to communications, including processes, procedures, communication approach, and other rules of engagement between the contractor and the Government.

f. Include the contractor’s Baseline QCP.

g. Develop standard operating procedures for all tasks.

Deliverables: Draft Project Management Plan, Final Project Management Plan

C.4.1.5 SUBTASK 5 – UPDATE THE PROJECT MANAGEMENT PLAN (PMP)

The PMP is an evolutionary document that shall be updated annually. (Section F, Deliverable-08). The contractor shall work from the latest Government-approved version of the PMP.

Deliverable: Project Management Plan updates

C.4.1.6 SUBTASK 6 – FINAL BASELINE QUALITY CONTROL PLAN (QCP) AND UPDATES

The contractor shall provide a final baseline QCP as required in Section F – Deliverables or Performance (Section F, Deliverable 10.

The contractor shall periodically update the QCP, as required in Section F - Deliverables or Performance (Section F, Deliverable -11), as changes in program processes are identified, at the minimum quarterly.

Within the QCP, the contractor shall identify its approach for providing quality control in meeting the requirements of the contract. The contractor’s QCP shall describe its quality control methodology for accomplishing contract performance expectations. The contractor shall fully discuss its validated processes and procedures that provide high quality performance for each Task Area. The QCP shall describe how the processes integrate with the Government’s requirements.

Deliverables: Final Baseline Quality Control Plan, and Quality Control Plan updates

C.4.2 TASK 2 PROCUREMENT SUPPORT

The Contractor shall provide Procurement Support with the following activities:

a) Complete analysis of current and future licenses, cost, consolidation and benefit.

b) Obtain price quotes, develop Bill of Materials (BOM), draft Request for Information (RFI), in support of the ODC’s.

c) Enter hardware, software, or requisitions (purchase requests) into the Ginnie Mae’s asset tracking systems.

d) Prepare and coordinate vendor purchase orders request for Government approval in a timely manner. Maintain tracking system on purchase order requests including purchase order revisions with all required file documentation for invoicing.

e) Procure infrastructure services and vendor support, secure storage space for those assets.

f) Procure software and hardware maintenance support services.

g) Procure Shared Services, hosted applications and services.

h) Software licensing and management.

i) Support asset management and reporting across all infrastructures.

Deliverables: Monthly Purchase Report, Draft BOM and RFI for every proposed or requested procurement, Asset Inventory

C.4.3 TASK 3 LICENSE MANAGEMENT

The contractor shall centrally manage all aspects of Ginnie Mae specific software licensing that support the technology infrastructure, software such as MS Office, Windows, Adobe, SAS, Informatica, and SAP.

The contractor shall provide support with the following activities:

a) Completing and maintaining a license inventory.

b) Ensuring the use of all software products complies with the terms and conditions of use established by the publisher of the respective products. Software in scope for this activity includes all server resident software including Operating Systems, whether run in a virtualized environment or on bare metal, virtualization software, and software components that together provide a solution architecture and reference architecture such as databases, applications, Lightweight Directory Access Protocol (LDAP) components etc. Licensing compliance shall also ensure that CALs (Client Access Licenses) that are sometimes required for end users to legally access server resident software are maintained and in compliance.

c) Automated reporting.

d) Automated Hardware and Software Catalog

e) Automated license and maintenance expiration notification.

f) License versioning and reporting.

g) Progress Reports.

h) Software licensing and management.

Deliverables: Asset Inventory, Automated Asset Reporting, Monthly Maintenance Expiration Report, License Usage Report, Catalog of all HW/SW licenses and shared services in place, Progress Reports, Software Versioning Report, License and Maintenance Expiration/Renewal Report.

C.4.4 TASK 4 EVALUATE SOFTWARE LICENSING AND IMPACTS

The contractor shall determine support status of existing licenses (supported, end-of-life), consolidation of licensing across all environments, and evaluate the use of existing licenses in cloud environments.

The contractor shall evaluate software licensing and impacts of licensing consolidation and volume licensing programs across Ginnie Mae environments.

Deliverable: License Impact Report-Hosted and Cloud Services.

C.4.5 TASK 5 SHARED SERVICES PLATFORMS

The contractor shall evaluate current shared services platforms prior to the expiration of the service and recommend either continuation of services or complete an analysis of alternatives and recommendation for replacement. The contractor’s analysis shall address at a minimum; application, storage, cyber security, monitoring and infrastructure services. The contractor shall review all requirements for IT services and propose shared services platforms that will accommodate the requirements.

The current platforms are:

· Planview

· Document Management

· ITSM

· ALM

Deliverable: Shared Services Report.

C.4.6 TASK 6 TECHNOLOGY REFRESH

The Government is interested in remaining current and knowledgeable in the latest industry trends that affect the information technology provided to their customers.

Minimally, four times a year the contractor shall provide Ginnie Mae with white papers describing specific issues such as areas of possible cost savings or state of the art IT approaches that would improve performance or reduce costs. The contractor shall evaluate licensing models and maintenance models that may change to support the move to cloud services.

Deliverables: White Papers, Technology Refresh Report

C.4.7 TASK 7 TRANSITION–OUT SERVICES

The contractor shall provide Transition-Out support when required by the Government. The Transition-Out Plan shall facilitate the accomplishment of a seamless transition from the incumbent to an incoming contractor/Government personnel at the expiration of the contract. The contractor shall provide a draft Transition-Out Plan within six months of the expiration date. (Section F, Deliverable 12). The Government will work with the contractor to finalize the Transition-Out Plan (Section F, Deliverable -13) in accordance with Section F.

In the Transition-Out Plan, the contractor shall identify how it will coordinate with the incoming contractor and/or Government personnel to transfer knowledge regarding the following:

a. Project management processes

b. Points of contact

c. Location of technical and project management documentation

d. Status of ongoing technical initiatives

e. Appropriate contractor to contractor coordination to ensure a seamless transition.

f. Transition of Key Personnel

g. Schedules and milestones

h. Actions required of the Government The contractor shall also establish and maintain effective communication with the incoming contractor/Government personnel for the period of the transition via weekly status meetings or as often as necessary to ensure a seamless Transition-Out. The contractor shall implement its Transition-Out Plan NLT six months prior to expiration of the contract.

Deliverables: Draft Transition-Out Plan, Final Transition-Out Plan.

C.4.8 – TASK 8 - Other Direct Costs (Brand name or Equal) The Government shall require the contractor to purchase supplies, software licenses and maintenance agreements critical and related to the services being acquired under the contract. If the contractor initiates a purchase within the scope of this contract and the prime contractor has an approved purchasing system, the contractor shall submit to the AAS COR a Request to Initiate Purchase (RIP), (Section J-List of Attachments, Attachment C). If the prime contractor does not have an approved purchasing system at any point during contract performance, the contractor shall submit to the CO Consent to Purchase (CTP), Attachment B. The RIP and CTP shall include the purpose, specific items, brand name rationale if applicable, estimated cost, cost comparison, and rationale. The contractor shall not make any purchases without an approved RIP from the COR or an approved CTP from the CO. See Section J-List of Attachments, Attachment I for the listing of ODC’s.

SECTION C – PERFORMANCE WORK STATEMENT

D.1 PRESERVATION, PACKAGING, PACKING, AND MARKING REQUIREMENTS:

The contractor shall deliver all electronic versions by submission into ITSS https://web.itss.gsa.gov/Login. Identified below are the required electronic formats, whose versions must be compatible with Microsoft 2003 or more recent versions.

D.2 MARKING OF REPORTS:

All reports delivered by the Contractor to the Government under this contract shall be delivered through ITSS and to the Ginnie Mae TPOC which shall be provided at award. The ITSS website is provided below:

ITSS Portal: portal.fas.gsa.gov

D.3 PACKING OF SUPPLIES FOR DOMESTIC SHIPMENT:

Supplies shall be packed for shipment in a manner that will ensure acceptance by common carriers and safe delivery at destination. Containers and closures shall comply with the Interstate Commerce Commission Regulations, Uniform Classification Rules, and regulations of other carriers as applicable to the mode of transportation.

SECTION D – PACKAGING AND MARKING

E.1 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

This contract incorporates the following clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also the full text of a clause may be accessed electronically at:

http://www.acquisition.gov/far/

FEDERAL ACQUISITION REGULATION (48 CFR CH. 1)

E.2 QUALITY ASSURANCE AND SURVEILLANCE PLAN (QASP)

The QASP is a Government developed and applied document used to make sure that systematic quality assurance methods are used in the administration of this Performance Work Statement (PWS) Contract. Performance Standards are identified in the Performance Requirements Summary below in Section E.2.5.1.

The intent is to ensure that the Contractor performs in accordance with the performance metrics set forth, that the Government receives the quality of products/services called for in the contract and that the Government only pays for the acceptable products/services received.

This Quality Assurance Surveillance Plan (QASP) has been developed to evaluate contractor performance of the requirements set forth in the PWS. It is designed to provide an effective and systematic surveillance method of monitoring contractor performance for each Performance Requirements Summary (PRS).

The Contractor, and not the Government, is responsible for management and quality control actions to meet the terms of the contract. The role of the government is to promote quality assurance to ensure PRS standards are achieved.

The Contractor is required to develop a Quality Control Plan (QCP) that describes its method for measuring quality and plan for meeting or exceeding the Performance Requirements Summary (PRS) standards. The QCP will be evaluated and approved by the Contracting Officer within 25 days of contract award and shall provide the measures needed to lead the contractor to success.

E.2.1 AUTHORITY

This QASP provides for the inspection and acceptance of products/services required in the contract. Inspection and acceptance will be accomplished by the Contracting Officer or his duly authorized representative.

E.2.2 SCOPE

The QASP contains the basis for inspection and acceptance of all of the products/services required under this contract.

E.2.3 GOVERNMENT RESOURCES

The following definitions for Government resources are applicable to this plan:

Contracting Officer (CO) - A person duly appointed with the authority to enter into, administer or terminate contracts and make related determinations and findings on behalf of the Government.

GSA Contracting Officer Representative (COR)/Client Technical Point of Contact (TPOC)- Individuals serving as the authorized representatives of the CO for the technical administration of the Contract.

E.2.4 RESPONSIBILITIES

The Government resources shall have responsibilities for the implementation of this QASP as follows:

Contracting Officer (CO) - The CO ensures performance of all necessary actions for the compliance with the terms of the task order and safeguards the interests of the United States in the contractual relationships. It is the CO that assures the Government receives impartial, fair and equitable treatment under this task order. The CO is ultimately responsible for the final determination of the adequacy of the Contractor’s performance.

GSA COR - The COR provides detailed technical oversight of the Contractor’s performance. The COR will report to the CO as necessary in a timely, complete and impartial fashion to support the CO in the technical contract administration activities. While the COR may serve as a direct conduit to provide Government guidance and feedback to the Contractor on technical matters, he or she is not empowered to make any contractual commitments or to authorize any contractual changes on the Governments behalf. Any changes that the Contractor deems may affect contract, price, terms or conditions shall be referred to the CO for action.

GSA TPOC – The TPOC represents the GSA Contracting Officer’s Technical Representative for all matters falling under the purview of Ginnie Mae that arise under the referenced contract. This role doesn’t include the right to modify the Contract, or any of its terms and conditions, as only the Contracting Officer may accomplish such actions

E.2.5 METHODS OF QA SURVEILLANCE

The below listed methods of surveillance shall be used in the administration of this contract.

In addition to specific instructions that may be mentioned, the appropriate and standardized form that is to be used for documentation of a QA surveillance is the QASP/Surveillance Plan provided below in Section E.2.5.1.

Feedback – Feedback may be obtained either from surveys or from random customer complaints. To be considered valid, complaints must be set forth clearly and in writing the detailed nature of the complaint, must be signed and be forwarded to the CO and to the COR if warranted, The COR will maintain a summary log of all formally received complaints as well as a copy of each complaint in a documentation file. The COR shall also keep the results of all customer surveys on file and shall enter the summary results into the QASP/Surveillance Plan Checklist.

100% Inspection - This level of inspection shall be accomplished by monitoring and documentation. Each month the COR shall review the generated documentation and enter the summary results in the QASP/Surveillance Plan Checklist.

Periodic Inspection – Periodic inspection shall be conducted if and when specified in individual task orders. For the potential tasks that have been identified so far and included in this QASP, the appropriate COR typically performs the periodic inspection on a routine basis.

Random Monitoring – Random monitoring shall be conducted if and when specified in the task order. For the potential tasks that have been identified so far and included in this QASP, the random monitoring shall be performed by the COR and reported to the COR and recorded in the QASP/Surveillance Plan Checklist as appropriate.

E.2.5.1 PERFORMANCE REQUIREMENTS SUMMARY

Catalog of all HW/SW licenses and shared services in place.

This shall include descriptions of HW/SW and shared services capabilities, license expiration dates, and monthly costs

Periodic Surveillance

/reports and are corrected within five business days. The remaining 5% of the documented discrepancies cause no slip in schedule.

Monthly Evaluation of Contractor’s Performance for Order ID11170037 Contractor_______________________ Evaluation Period: _________ Contract #: _________ Method of surveillance: ________________

The contractor shall be evaluated monthly using the following ratings:

3 = Excellent: Contractor exceeded performance requirements 2 = Satisfactory: Contractor met performance requirements.

1 = Unsatisfactory: Contractor did not meet all performance requirements.

1. Submittal of Deliverables – Contractor personnel’s work is timely.

Rating: 1 _____ 2 _____ 3 _____ Comments:

2. Quality of Work of Deliverables – Contractor personnel’s work is complete and accurate.

Rating: 1 _____ 2 _____ 3 _____

3. Contractors’ adherence to security requirements as required in the task order.

Rating: 1 _____ 2 _____ 3 _____

Additional Comments:

Name of Evaluator:_________________________

E.3 PLACE OF INSPECTION AND ACCEPTANCE

Inspection and acceptance of all work performance, reports, and other deliverables under this contract will be performed by the GSA AAS COR in conjunction with the Ginnie Mae TPOC.

E.4 SCOPE OF INSPECTION

All deliverables will be inspected for content, completeness, accuracy, and conformance to contract requirements by the GSA AAS COR and the Ginnie Mae TPOC. Inspection may include validation of information or software through the use of automated tools, testing, or inspections of the deliverables, as specified in the Contract. The scope and nature of this inspection will be sufficiently comprehensive to ensure the completeness, quality, and adequacy of all deliverables.

The Government requires a period NTE 15 workdays after receipt of final deliverable items for inspection and acceptance or rejection.

E.5 BASIS OF ACCEPTANCE

The basis for acceptance shall be in compliance with the requirements set forth in the contract, the contractor’s proposal and relevant terms and conditions of the contract. Deliverable items rejected shall be corrected in accordance with the applicable clauses.

The final acceptance will occur when all discrepancies, errors, or other deficiencies identified in writing by the Government have been resolved, through documentation updates, program correction, or other mutually agreeable methods.

Reports, documents, and narrative-type deliverables will be accepted when all discrepancies, errors, or other deficiencies identified in writing by the Government have been corrected.

If the draft deliverable is adequate, the Government may accept the draft and provide comments for incorporation into the final version.

All of the Government’s comments on deliverables shall either be incorporated in the succeeding version of the deliverable, or the contractor shall explain to the Government’s satisfaction why such comments should not be incorporated.

If the Government finds that a draft or final deliverable contains spelling errors, grammatical errors, or improper format, or otherwise does not conform to the quality assurance requirements stated within this contract, the document may be rejected without further review and returned to the contractor for correction and resubmission. If the contractor requires additional Government guidance to produce an acceptable draft, the contractor shall arrange a meeting with the GSA AAS COR.

E.6 DRAFT DELIVERABLES

The Government will provide written acceptance, comments, and/or change requests, if any, within 15 workdays (unless specified otherwise in Section F.3 - Deliverables or Performance) from Government receipt of the draft deliverable. Upon receipt of the Government comments, the contractor shall have ten workdays to incorporate the Government’s comments and/or change requests and to resubmit the deliverable in its final form.

E.7 WRITTEN ACCEPTANCE/REJECTION BY THE GOVERNMENT

The GSA AAS COR will provide written notification of acceptance or rejection of all final deliverables within 15 workdays (unless specified otherwise in Section F – Deliverable Schedule). All notifications of rejection will be accompanied with an explanation of the specific deficiencies causing the rejection.

E.8 NON-CONFORMING PRODUCTS OR SERVICES

Non-conforming products or services will be rejected. Deficiencies shall be corrected, by the contractor, within ten workdays of the rejection notice. If the deficiencies cannot be corrected within ten workdays, the contractor shall immediately notify the GSA AAS COR of the reason for the delay and provide a proposed corrective action plan within ten workdays.

If the contractor does not provide products or services that conform to the requirements of this contract, the Government will withhold the fixed price until the non-conforming products or services are remediated.

SECTION E- INSPECTION AND ACCEPTANCE

F.1 PERIOD OF PERFORMANCE

The period of performance for this contract is a one-year base period and four, one-year option periods.

F.2 PLACE OF PERFORMANCE

The place of performance shall be at the contractor facility. Meetings shall be held virtually or at the Government facility. No long-distance travel is anticipated to be required in support of this effort.

F.3 DELIVERABLE SCHEDULE AND MILESTONE DATES

The following schedule of milestones will be used by the GSA AAS COR to monitor timely progress under this contract. The following abbreviations are used in this schedule:

NLT: No Later Than All references to Days: Government Workdays Deliverables are due the next Government workday if the due date falls on a holiday or weekend. The contractor shall deliver the deliverables listed in the following table on the dates specified:

DEL.

Project Start

At Contract Award

DEL.

MILESTONE/ DELIVERABLE

CLIN

RFP REFERENCE

DATE OF COMPLETION/ DELIVERY

3001,4001

3001,4001

3001,4001

3001,4001

3001,4001

3001,4001 C.4.2 C.4.3 60 days after award. Then monthly on the 15th calendar day of the month

DEL.

2001,3001,

2001,3001,

2001,3001,

2001,3001,

2001, 3001, 4001

2001,3001,

SECTION F – DELIVERIES OR PERFORMANCE

DEL.

2001,3001,

2001,3001,

2001,3001,

2001,3001,

2001,3001,

The contractor shall mark all deliverables listed in the above table to indicate authorship by contractor (i.e., non-Government) personnel; provided, however, that no deliverable shall contain any proprietary markings inconsistent with the Government's data rights set forth in this Contract. The Government reserves the right to treat non-conforming markings in accordance with subparagraphs (e) and (f) of the FAR clause at 52.227-14.

F.4 PUBLIC RELEASE OF CONTRACT DOCUMENTS REQUIREMENT

The contractor agrees to submit, within ten workdays from the date of the GSA AAS CO’s execution of the initial contract, or any modification to the contract (exclusive of Saturdays, Sundays, and Federal holidays), a portable document format (PDF) file of the fully executed document with all proposed necessary redactions, including redactions of any trade secrets or any commercial or financial information that it believes to be privileged or confidential business information, for the purpose of public disclosure at the sole discretion of GSA. The contractor agrees to provide a detailed written statement specifying the basis for each of its proposed redactions, including the applicable exemption under the Freedom of Information Act (FOIA), 5 United States Code (U.S.C.) § 552, and, in the case of FOIA Exemption 4, 5 U.S.C. § 552(b)(4), shall explain why the information is considered to be a trade secret or commercial or financial information that is privileged or confidential. Information provided by the contractor in response to the contract requirement may itself be subject to disclosure under the FOIA. Submission of the proposed redactions constitutes concurrence of release under FOIA.

GSA will carefully consider the contractor’s proposed redactions and associated grounds for nondisclosure prior to making a final determination as to what information in such executed documents may be properly withheld.

F.5 PLACE(S) OF DELIVERY

Copies of all deliverables related to this contract shall be submitted in ITSS at: https://web.itss.gsa.gov/Login.

Copies of all deliverables shall also be delivered to the Ginnie Mae TPOC.

TPOC name, address, and contact information will be provided at award.

F.6 NOTICE REGARDING LATE DELIVERY/ PROBLEM NOTIFICATION REPORT (PNR)

The contractor shall notify the GSA AAS COR via a Problem Notification Report (PNR) (Section J– List of Attachments, Attachment D) as soon as it becomes apparent to the contractor that a scheduled delivery will be late. The contractor shall include in the PNR the rationale for late delivery, the expected date for the delivery, and the project impact of the late delivery. The GSA AAS COR will review the new schedule and provide guidance to the contractor. Such notification in no way limits any Government contractual rights or remedies including, but not limited to, termination.

SECTION F – DELIVERIES OR PERFORMANCE

G.1 CONTRACTING OFFICER’S REPRESENTATIVE (COR)

The GSA FAS CO will appoint a GSA AAS COR in writing through a COR Appointment Letter (Section 9 – List of Attachments, Attachment E). The GSA AAS COR will receive, for the Government; all work called for by the contract and will represent the GSA FAS CO in the technical phases of the work. The GSA AAS COR will provide no supervisory or instructional assistance to contractor personnel.

The GSA AAS COR is not authorized to change any of the terms and conditions, scope, schedule, and price of the Contract. Changes in the scope of work will be made only by the GSA FAS CO by properly executed modifications to the contract.

6.1.1 CONTRACT ADMINISTRATION

Contracting Officer:

Marion Williams GSA FAS 301 7th Street, SW Washington, D.C. 20407 Telephone: (202) 205-9097 Email: marion.williams@gsa.gov

Contract Specialist:

Wendy Wallace GSA FAS 301 7th Street, SW Washington, D.C. 20407 Telephone: (202) 708-4613 Email: wendy.wallace@gsa.gov

Contracting Officer’s Representative:

TBD

Technical Point of Contact:

Will be provided after Award

G.1 INVOICE SUBMISSION:

The contractor shall provide invoice backup data, including labor categories, and rates. The contractor shall submit invoices as follows: Invoices shall be sent to www.finance.gsa.gov, and https://portal.fas.gsa.gov

G.2 INVOICE REQUIREMENTS:

The Contractor shall submit Requests for Payments to be considered proper for payment. In addition, the data elements indicated below shall be included on each invoice.

Contract number: (from GSA Form 1449, Block 2) Paying Number: (REQ./PURCHASE NO.)(From GSA Form 1449 Block 1) NCR Project No.: ID11170037 Project Title: Hardware and Software Services – Ginnie Mae

The contractor shall certify with a signed and dated statement that the invoice is correct and proper for payment.

The contractor shall provide invoice backup data in accordance with the contract type.

G.3 FIRM-FIXED-PRICE (FFP) CLINs:

The contractor may invoice for the period of performance as stated in Section B – Supplies or Services and Prices for the FFP CLINs. The invoice shall include the period of performance covered by the invoice (all current charges shall be within the active period of performance) and the CLIN number and title. All prices shall be reported by CLIN element (as shown in Section B– Supplies or Services and Prices) and shall be provided for the current invoice and in total from project inception to date. The contractor shall provide the invoice data in spreadsheet form with the following detailed information:

a. FFP period of performance – as stated in Section B – Supplies or Services and Price/Costs)

b. Total Amount Paid (Lump Sum) by CLIN

The listing shall include separate columns and totals for the current invoice period and the project to date.

G.4 NCR INVOICING INSTRUCTIONS:

A proper invoice shall be submitted not later than 5 work days after acceptance by the Government of the product, services and/or cost item. In the absence of Government acceptance within 30 days, the contractor shall submit an invoice.

A separate invoice shall be submitted on official company letterhead with detailed costs for each of the following categories;

· For fixed price tasks, products delivered and accepted, listed by deliverable number

· Total other direct costs (ODC)

· Total invoice amount

· Prompt payment discount offered (if applicable)

For fixed price tasks, an invoice reflecting amounts that do not exceed the fixed price approved for that deliverable product or service in the task order shall be submitted for those tangible deliverable products or services that have been accepted by the Government. In addition to the above information, the invoice shall include the following minimum identification:

· Contract Number

· Requisition/Purchase number (assigned by GSA on the Contract, GSA Form 1449 Block 1)

· Period of Performance (month services performed for work request orders, month deliverable completed for contracts).

· Invoice Number

· Client name and address

When the paying office is GSA, the original of each invoice, with supporting documentation, invoices shall be submitted electronically as noted within Invoice Submission.

Invoices for final payment must be so identified and submitted when services have been completed and no further charges are to be incurred.

These close-out invoices, or a written notification that final invoicing has been completed, must be submitted to GSA within 30 days of order completion. A copy of the written acceptance of completion must be attached to final invoices. If the Contractor requires an extension of the 30-day period, a request with supporting rationale must be received by GSA prior to the end of the 30-day period.

G.5 OTHER DIRECT COSTS (ODCs) The contractor will be required to purchase on behalf of the Government ODCs in support of this requirement. (Section J-List of Attachments, Attachment I)

The contractor may invoice monthly on the basis of cost incurred for the ODC CLINs. The invoice shall include the period of performance covered by the invoice and the CLIN number and title. In addition, the contractor shall provide the following detailed information for each invoice submitted, as applicable. Spreadsheet submissions, in MS Excel format, are required.

a. ODCs purchased

b. Request to Initiate Purchase (RIP) or Consent to Purchase (CTP) number or identifier

c. Date delivery accepted by the Government

d. Associated CLIN

e. Project-to-date totals by CLIN

f. Cost incurred not billed by CLIN

g. Remaining balance of each CLIN

SECTION G – CONTRACT ADMINISTRATION DATA

H.1 KEY PERSONNEL

The following are the minimum personnel who shall be designated as “Key.” The Government does not intend to dictate the composition of the ideal team to perform this contract

a. Project Manager (PM)

It is desired that the Program Manager has a minimum of 3 years’ experience in the following:

1. Managing Technology Based Programs / Projects.

2. Directing and managing the purchasing of hardware and software maintenance.

3. Executing strategy and deliverables, as well as write, communicate, facilitate, and present cogently, to and/or for, all levels of industry audience, clients and internal staff and management, which includes the following: presentation slides, practice marketing materials, change management plans and/or project plans, workshops and training for various internal and external clients and audience levels, practice methodologies and tools, policies and procedures, whitepapers, other standard business communications.

The Government desires that Key Personnel be assigned for the duration of the TO. Key Personnel may be replaced or removed subject to Section H.2 - Special Contract Requirements, Key Personnel Substitution.

H.2 KEY PERSONNEL SUBSTITUTION

The contractor shall not replace any personnel designated as Key Personnel without the written concurrence of the GSA AAS CO. Prior to utilizing other than personnel specified in proposals in response to an RFP, the contractor shall notify the GSA AAS CO and COR of the existing contract. This notification shall be no later than ten calendar days in advance of any proposed substitution and shall include justification (including resume(s) and labor category of proposed substitution(s)) in sufficient detail to permit evaluation of the impact on contract performance.

Substitute personnel qualifications shall be equal to, or greater than, those of the personnel substituted.