Legal Support RFP 6.9.26.pdf

TREASURY COMMON SERVICES CENTER

Request for Proposal (RFP) # 2032H326R00015 Office of General Counsel (OGC) Legal Support Services

Date: 9 Jun 2026

From: Department of the Treasury, Treasury Common Services Center (TCSC) –

Acquisition Services

Subject: Request for Proposal (RFP) No. 2032H326R00015 – Legal Support Services

The Department of the Treasury, TCSC – Acquisition Services, Departmental Offices and Enterprise Procurement Branch is issuing this RFP on behalf of the Department of the Treasury, Office of General Counsel (OGC) to solicit legal support services as described further in the Performance Work Statement (PWS) provided as part of this RFP.

If your firm is interested in competing for this effort, please respond in accordance with the procedures set forth in this RFP.

Treasury Acquisition Bulletin 25-01 Notice System updates may lag policy updates. The System for Award Management (SAM) may continue to require entities to complete representations based on provisions that are not included in agency solicitations. Examples include 52.222-25, Affirmative Action Compliance, and paragraph (d) of 52.212-3, Offeror Representations and Certifications—Commercial Products and Commercial Services. Contracting officers will not consider these representations when making award decisions or enforce requirements. Entities are not required to, nor are they able to, update their entity registration to remove these representations in SAM.

(End of Language)

Sincerely, Acacia Harris Contracting Officer

TERMS AND CONDITIONS

SECTION A – SOLICITATION/CONTRACT FORM

This is a combined synopsis/solicitation for commercial products or commercial services prepared in accordance with FAR Part 12. This announcement constitutes the only solicitation;

proposals are being requested and a separate written solicitation will not be issued.

This acquisition is being conducted using full and open competition and is not set aside for small business concerns. The acquisition will be conducted in accordance with FAR Part 12 commercial procedures.

SECTION B – SUPPLIES OR SERVICES AND PRICES/COSTS

The contractor shall provide legal support services for the Department of the Treasury, Office of General Counsel (OGC), the Office of Capital Access (OCA), as well as other Departmental Offices within OGC and OCA.

1. Type of Contract FAR 52.216-1 Type of Contract (Apr 1984)

The Government contemplates award of a single award Blanket Purchase Agreement (BPA) resulting from this solicitation.

(End of Provision)

All Orders issued from the resultant BPA will be Time and Materials (T&M) and are subject to the following terms and conditions. In the event of an inconsistency between provisions of the BPA and any Order issued pursuant to the BPA, the provisions of the BPA will take precedence.

The establishment of the BPA creates no guarantee or obligation on the part of the Government to place any Orders. The Government is obligated only to the extent of authorized Orders under the BPA.

BPA ceiling: The aggregate ceiling value of all orders issued under this BPA shall not exceed $10,000,000.

It is emphasized that issuance of a BPA does not obligate any funds. Funds will be obligated upon award of individual Orders.

The NAICS Code is 541110 - Offices of Lawyers, and the Small Business Size Standard is $15.5M.

This is a nonpersonal services contract to provide Legal Services. It is understood and agreed that the Contractor and/or the Contractor’s employees shall perform the services specified herein as independent contractors, not as employees of the Government. The Government will not exercise any supervision or control over the Contractor employees performing the services described herein. Such Contractor employees shall be accountable solely to the Contractor who, in turn is responsible to the Government.

2. Authorized BPA Users The authorized users under this BPA are OGC, OCA as well as other Departmental Offices within OGC and OCA, unless otherwise authorized in writing by the Contracting Officer (CO) and Contracting Officer’s Representative(COR).

3. BPA Ordering Guidelines Annual Review of the BPA: The Government will conduct an annual review; to ensure that authorized procedures are being followed. Maintain awareness of changes in market conditions, sources of supply, and other pertinent factors that may warrant making new agreements with different suppliers or modifying existing agreements.

At no time shall Order rates exceed awarded rates on the BPA. Any discount pricing relationship established for the BPA Holder, including any subcontractors, shall be maintained throughout the life of the BPA unless modified by the BPA CO.

3.1 Authorized Ordering Officials

An appropriately warranted Department of the Treasury CO, acting within the scope of their delegated procurement authority, may place orders against the BPA in accordance with the ordering procedures set forth in this BPA.

3.2 BPA Ordering Procedures

Orders shall be placed directly with the BPA holder.

• Authorized BPA users shall submit the following to the CO for each Order requirement;

i. PWS or Statement of Work (SOW), to include requested period of performance, deliverables, security requirements,

ii. Independent Government Cost Estimate (IGCE) identifying required labor categories and estimated level of effort

iii. Requisition with funding,

iv. COR Nomination Form, and

v. any other necessary information

• Authorized Ordering Officials shall provide an Order Request via email to the BPA Holder to include PWS or SOW, the response due date and any other applicable instructions or supporting documentation.

• The BPA holder shall confirm receipt of the Order Request via e-mail and shall submit a technical approach and price proposal no later than the Order Request response date. All Order Requests shall be priced using the labor categories and rates established in the BPA, to include any additional discounts available.

• The ordering activity will evaluate the proposed technical approach and price proposal for acceptability and compliance with established BPA rates in accordance with the TOR and make award.

• The Government may award Orders without any further communications; however, the

Government reserves the right to communicate with the BPA holder if it is determined advantageous to the Government to do so.

• Ordering Officials must require prospective Contractor to identify potential conflicts of interest and address/resolve any concerns prior to Order award.

3.3 Contents of Orders

Government awarded Orders shall include the following (as applicable):

(a) BPA and Order number;

(d) Total Order price (and identify funding by increment or fully funded);

(e) Obligated funding amount(s) and applicable accounting codes(s);

(f) List of services ordered to include pricing;

(g) Period of performance;

(h) Place of performance, if applicable;

(i) Any additional performance and performance metrics, if applicable;

(j) Special requirements/relevant information, if applicable;

(k) Government furnished property, if any, to be provided;

(l) Payment office information.

4. Pricing Schedule

A BPA Rates Tables shall be established at BPA award and shall be derived from the awardee’s final negotiated labor categories and labor rates. BPA rates may reflect discounts and the BPA holder is encouraged to provide additional discounts at the Order level, whenever feasible.

The Government will not be obligated to pay the Contractor any amount in excess of the rates in the below Schedule. The following rates are fixed and will be utilized during the life of this contract, unless and until the Contracting Officer notifies the Contractor in writing that the ceiling price has been increased and specifies in the notice revised rates that shall constitute the new rates for performance under this contract.

BPA Rates Table

Labor Categories Base Period

Option Period 1

Option Period 2

Option Period 3

Option Period 4

Partner Counsel Associate Legal Assistant/Paralegal

5. Service Contract Wage Determination This requirement is subject to the Department of Labor (DOL) Service Contract Act. The Contractor shall utilize the wage determination applicable to the location of the site performance occurs. Wage determinations may be found at:

http://www.wdol.gov/sca.aspx.

SECTION C – DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

Refer to Attachment 1 – PWS

SECTION D – PACKAGING AND MARKING

1. Electronic Deliverables All deliverables shall be electronically submitted unless otherwise specified in individual Orders.

Electronic deliverables shall be submitted in one of the following formats, as appropriate: MS Word, Excel, and/or Adobe. Other formats may be accepted by the COR as needed.

All deliverables become the property of the Department of the Treasury. Documents shall not contain markings or legends which restrict the Department’s use in any way.

To be completed upon award.

Page Intentionally Left Blank

Page Intentionally Left Blank http://www.wdol.gov/sca.aspx

SECTION E – INSPECTION AND ACCEPTANCE

1. FAR 52.252-2 Clauses Incorporated by Reference (FEB 1998)

This contract incorporates one or more 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 this/these address(es):

Revolutionary FAR Overhaul: https://www.acquisition.gov/far-overhaul/far-part-deviation-guide/far-overhaul-part-52 DTAR: www.acquisition.gov/dtar

(End of clause)

The following clause is incorporated by reference:

NUMBER TITLE DATE

52.246-6 Inspection-Time-and-Material and Labor-Hour

Alternate I May 2001 Apr 1984

2. Inspection and Acceptance Inspection and acceptance of all work performed under this contract shall be performed by the COR. All deliverables and reports will be reviewed by Treasury to ensure contractor accuracy, completeness, professional quality, and overall compliance with contract requirements.

Deliverables will be in the form of written reports, program-related documents, options papers, face-to-face presentations, oral recommendations, and implementation of approved recommendations, as directed by Treasury. The Government reserves the right to reject services that do not conform to contractual requirements.

3. Post Award Evaluation of Contractor Performance (JUN 2020)

Interim and final evaluations of contractor performance will be prepared on this contract in accordance with FAR 42.15. The Assessing Official (e.g., Contracting Officer) will prepare a final performance evaluation at the time the work on the contract is completed. In addition to the final evaluation, interim evaluations will be prepared annually to coincide with the anniversary date of the contract.

The past performance evaluation process is a paperless process using the Contractor Performance Assessment Reporting System (CPARS). CPARS is a web-based system that allows for electronic processing of the performance evaluation report. The completed evaluation was previously available in the Past Performance Information Retrieval System (PPIRS), but since the General Services Administration officially retired PPIRS and merged it with CPARS, it created “a single system” that “provides one location and one account to perform functions such as creating and editing performance and integrity records, changes to administering users, running reports, generating performance records, and viewing/managing performance records.

Once the Contractor is registered in CPARS, they will receive an automatically-generated email with detailed login instructions. Further details, systems requirements, and training information for CPARS is available at https://www.cpars.gov/. The CPARS User Manual, registration for Online Training for Contractors, and a practice application may be found at this site as well.

Interim and final evaluations will be provided to the Contractor for their review and comment as soon as practicable after completion of the evaluation. Evaluations of contractor past performance will be posted to the relevant past performance database no more than 14 days after the information is provided to the contractor. On day 15, whether the contractor has responded or not, the evaluation automatically posts to CPARS. If the Contractor elects not to provide comments, they should acknowledge receipt of the evaluation by indicating "No comment" and then sign and date the form. If the Contractor does not sign and submit the form within 14 days, it will automatically be returned to the Government.

Contractors who disagree with a government evaluation can request to meet with the Contracting Officer to discuss their scores and provide feedback or justification for their performance. No requirement exists for the government to meet with the contractor; however, if a contractor requests a meeting, the government may accept the request.

Any such meeting does not alter the requirement that an evaluation be posted to CPARS within 14 days.

Several avenues still exist for the contractor to influence the review. First, the contractor may submit a comment after the 14-day period expires and the review has been posted to CPARS.

The contractor’s late comments must be posted to CPARS; however, the government’s original report will still be available to all source selection officials.

Although authorized, an agency is not required to modify its evaluation based upon a contractor’s comments. Second, the contractor may appeal its review one level above the Contracting Officer to the Reviewing Official. Again, the appeal does not stop the 14- day reporting period and the original evaluation will be posted on CPARS.

The following guidelines apply concerning the Contractor's use of the past performance evaluation:

Protect the evaluation as "source selection information." After review, transmit the evaluation by completing and submitting the form through CPARS. If for some reason the Contractor is unable to view and/or submit the form through CPARS, contact the Contracting Officer for further instructions.

Strictly control access to the evaluation within the Contractor's organization. Ensure the evaluation is never released to persons or entities outside of the Contractor's control.

Prohibit the use of or reference to evaluation data for advertising, promotional material, pre- award surveys, responsibility determinations, production readiness reviews, or other similar purposes.

A copy of the completed past performance evaluation will be available in CPARS for the Contractor's review and for Government use supporting source selection actions after it has been finalized.

SECTION F – DELIVERIES OR PERFORMANCE

Refer to Attachment 1 – BPA PWS

Period of Performance

a. Contract period

Base Period: July 1, 2026 - June 30, 2027 Option Period 1: July 1, 2027 – June 30, 2028 Option Period 2: July 1, 2028 – June 30, 2029 Option Period 3: July 1, 2029 – June 30, 2030 Option Period 4: July 1, 2030 – June 30, 2031

Period of Performance for Orders will be determined at each Order level.

b. Hours of Operation Business days are Monday to Friday, 8:00 a.m. to 5:00 p.m. Eastern Time (ET) and do not include Federal holidays listed at https://www.opm.gov/policy-data-oversight/pay-leave/federal-holidays/.

SECTION G – CONTRACT ADMINISTRATION DATA

1. Contracting Officer (CO)

(a) The CO is Acacia Harris, Acacia.harris@treasury.gov .

(b) In accordance with FAR 1.602, the CO has the authority to enter into, administer, or terminate contracts.

(c) The CO is responsible for ensuring performance of all necessary actions for effective contracting, ensuring compliance with the terms of the contract, and safeguarding the interests of the United States in its contractual relationships.

(d) Only a warranted Contracting Officer is authorized to change the specifications, price, terms, or conditions of this contract. No payments will be made for any unauthorized supplies or services or for any unauthorized changes to the work specified herein. This includes any services performed by the Contractor of his own volition or at the request of an individual other than a warranted Contracting Officer.

(e) Requests for changes to the contract must be emailed to the CO.

The dates provided are anticipated. Actual dates will be provided upon award.

https://www.opm.gov/policy-data-oversight/pay-leave/federal-holidays/ https://www.opm.gov/policy-data-oversight/pay-leave/federal-holidays/ mailto:Acacia.harris@treasury.gov

2. DTAR 1052.201-70 Contracting Officer’s Representative (COR) Appointment and Authority (Apr 2015)

(a) The COR is [to be provided upon award].

(b) Performance of work under this contract is subject to the technical direction of the COR identified above, or a representative designated in writing. The term “technical direction” includes, without limitation, direction to the contractor that directs or redirects the labor effort, shifts the work between work areas or locations, and/or fills in details and otherwise serves to ensure that tasks outlined in the work statement are accomplished satisfactorily.

(c) Technical direction must be within the scope of the contract specification(s)/work statement.

The COR does not have authority to issue technical direction that:

(1) Constitutes a change of assignment or additional work outside the contract specification(s)/work statement;

(2) Constitutes a change as defined in the clause entitled “Changes”;

(3) In any manner causes an increase or decrease in the contract price, or the time required for contract performance;

(4) Changes any of the terms, conditions, or specification(s)/work statement of the contract;

(5) Interferes with the contractor's right to perform under the terms and conditions of the contract; or

(6) Directs, supervises or otherwise controls the actions of the Contractor's employees.

(d) Technical direction may be oral or in writing. The COR must confirm oral direction in writing within five workdays, with a copy to the Contracting Officer.

(e) The Contractor shall proceed promptly with performance resulting from the technical direction issued by the COR. If, in the opinion of the Contractor, any direction of the COR or the designated representative falls within the limitations of (c) above, the Contractor shall immediately notify the Contracting Officer no later than the beginning of the next Government work day.

(End of clause)

3. Key Personnel (May 2018)

(a) The key personnel cited below are considered essential to the work being performed under this contract. If these individuals leave the Contractor's employ or are reassigned to other programs, the Contractor shall notify the Contracting Officer reasonably in advance and shall submit justification (including proposed substitutions) in enough detail to permit evaluation of the impact on the program. No diversion or replacement shall be made by the Contractor without the written consent of the Contracting Officer.

Key Personnel Name Title To be completed upon award.

SECTION H – SPECIAL CONTRACT REQUIREMENTS

Refer to Attachment 1 – BPA PWS

ORGANIZATIONAL CONFLICTS OF INTEREST

(a) Purpose: The purpose of this requirement is (1) to ensure that the contractor is not biased because of conflicting roles in financial, contractual, organizational, or other interests which relate to the work to be performed under this contract, and (2) to ensure the contractor does not obtain any unfair competitive advantage over other parties as a result of its work under this contract.

(b) Scope: The restrictions described herein shall apply to performance or participation by the contractor and any of its affiliates or their successors in interest (hereinafter collectively referred to as the "contractor") in any activities related to this contract.

The term contractor includes the prime contractor, subcontractors, mentors, joint ventures, consultants, or any others acting in a similar capacity.

(c) Reporting: The contractor shall immediately report to the CO any conflicts or potential conflicts that arise during the performance of work under this contract, including those that may surface at the subcontract level. Once reported, the CO may terminate the contract for convenience if such an action is in the best interest of the Government. However, should there be any misrepresentation of facts in reporting an OCI or a potential OCI, at the prime or subcontract level, or a complete failure to report such, the CO may impose the remedies provided in subparagraph (f) below.

(d) Restrictions: N/A

(e) Subcontracts: The contractor shall include a clause, substantially similar to this clause, including this subparagraph, in all subcontracts (including purchase/delivery orders), teaming arrangements, and/or other agreements calling for the performance of work related to this contract unless exempted in writing by the CO.

(f) Remedies: For breach of any of the above restrictions or for nondisclosure or misrepresentation of any facts required to be disclosed concerning this contract, including the existence of an actual or potential organizational conflict at the time of or after award, the IRS may terminate the contract for default, disqualify the contractor from subsequent related efforts, and pursue such other administrative remedies as may be permitted by law or other terms and conditions of this contract.

SECTION I – CONTRACT CLAUSES

The following FAR clauses are incorporated by reference:

NUMBER TITLE DATE

52.203-3 Gratuities Apr 1984 52.203-13 Contractor Code of Business Ethics and Conduct Nov 2021 52.203-17 Contractor Employee Whistleblower Rights Nov 2023

52.203-19 Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements Jan 2017

52.204-9 Personal Identity Verification of Contractor Personnel Jan 2011 52.204-13 System for Award Management Maintenance Oct 2018

52.204-19 Incorporation by Reference of Representations and Certifications Dec 2014

52.209-10 Prohibition on Contracting with Inverted Domestic Corporations Oct 2025

52.212-4 Terms and Conditions—Commercial Products and Commercial Services, Alternate I Oct 2025

52.222-3 Convict Labor Oct 2025 52.222-41 Service Contract Labor Standards Oct 2025 52.222-50 Combating Trafficking in Persons Oct 2025 52.222-54 Employment Eligibility Verification Oct 2025 52.222-90 Addressing DEI Discrimination by Federal Contractors Oct 2025 52.224-3 Privacy Training Jan 2017 52.227-1 Authorization and Consent Jun 2020

52.227-2 Notice and Assistance Regarding Patent and Copyright Infringement Jun 2020

52.232-23 Assignment of Claims May 2014 52.232-39 Unenforceability of Unauthorized Obligations Jun 2013 52.233-3 Protest after Award Oct 2025 52.233-4 Applicable Law for Breach of Contract Claim Oct 2025 1052.210-70 Contractor Publicity Apr 2015 1052.222-70 Minority and Women Inclusion Jan 2016 1052.232-7003 Electronic Submission of Payment Requests Apr 2015

52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

The Government may require continued performance of any services within the limits and at the rates specified in the contract. These rates may be adjusted only as a result of revisions to prevailing labor rates provided by the Secretary of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder shall not exceed 6 months. The Contracting Officer may exercise the option by written notice to the Contractor within 10 days before the contract expires .

(End of Clause)

FAR 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

(a) The Government may extend the term of this contract by written notice to the Contractor within the contract period; provided that the Government gives the Contractor a preliminary written notice of its intent to extend at least 10 days before the contract expires. The preliminary notice does not commit the Government to an extension.

(b) If the Government exercises this option, the extended contract shall be considered to include this option clause.

(c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed five (5) years.

(End of clause)

DTAP 1052.224-70 CONTRACT PUBLICATION (OCT 2018)

(a) The Department of the Treasury (Treasury) may, at its sole discretion, publish this contract or portions thereof, including orders issued under the contract when deemed in the best interest of the Government.

(b) To afford the Contractor an opportunity to review and propose redactions for any information contained in the Treasury contract that may be subject to a FOIA exemption, the Contractor may submit, within ten business (10) days from the date of award of this contract or any order issued under the contract—

(1) A pdf file of the fully executed contract or order that is suitable for publication and which includes all Contractor proposed redactions (e.g, trade secrets or any commercial or financial information that the Contractor believes to be privileged or confidential business information) and.

(2) A written statement identifying the portions of each proposed redactions, including the applicable exemption under the Freedom of Information Act (FOIA), 5 U.S.C. 552, and, in the case of FOIA Exemption 4, 5 U.S.C. 552(b)(4), shall demonstrate why the information is considered to be a trade secret or commercial or financial information that is privileged or confidential.

(c) Treasury will consider the Contractor’s proposed redactions and associated grounds for nondisclosure prior to making a determination as to what information may be properly withheld for purposes of publishing this contract or portions thereof.

(d) The Contractor may submit a request to the CO for additional time to complete the action prescribed by paragraph (b) of this clause. The lack of action by the Contractor will be deemed by the Government as there being no information in the Treasury contract subject to a FOIA exemption.

(e) Information provided by the Contractor in response to this clause may itself be subject to disclosure under the FOIA.

(End of Clause)

DTAP 1052.232-39 UNENFORCEABILITY OF UNAUTHORIZED OBLIGATIONS

(DEVIATION 00002) (APR 2018)

(a) Definition. As used in this clause-

"Commercial supplier agreements" means terms and conditions customarily offered to the public by vendors of supplies or services that meet the definition of commercial item set forth in FAR

2.101 and intended to create a binding legal obligation on the end user. Commercial supplier agreements (CSA) are particularly common in information technology acquisitions, including acquisitions of commercial computer software and commercial technical data, but they may apply to any supply or service. The term applies-

(1) Regardless of the format or style of the document. For example, a CSA may be styled as standard terms of sale or lease, Terms of Service (TOS), End User License Agreement (EULA), or another similar legal instrument or agreement, and may be presented as part of an offer or quotation responding to a solicitation;

(2) Regardless of the media or delivery mechanism used. For example, a CSA may be presented as one or more paper documents or may appear on a computer or other electronic device screen during a purchase, software installation, other product delivery, registration for a service, or another transaction.

(b) Except as stated in paragraph (c) of this clause, when any supply or service acquired under this contract is subject to any CSA, that includes any language, provision, or clause requiring the Government to pay any future fees, penalties, interest, legal costs or to indemnify the Contractor or any person or entity for damages, costs, fees, or any other loss or liability that would create an Anti-Deficiency Act violation (31 U.S.C. 1341), the following shall govern:

(1) Any such language, provision, or clause is unenforceable against the Government.

(2) Neither the Government nor any Government authorized end user shall be deemed to have agreed to such clause by virtue of it appearing in the CSA. If the CSA is invoked through an "I agree" click box or other comparable mechanism (e.g., "click-wrap" or "browse-wrap" agreements), execution does not bind the Government or any Government authorized end user to such clause.

(3) Any such language, provision, or clause is deemed to be stricken from the CSA.

(c) Paragraph (b) of this clause does not apply to indemnification or any other payment by the Government that is expressly authorized by statute and specifically authorized under applicable agency regulations and procedures.

(End of Clause)

SECTION 508 INFORMATION, DOCUMENTATION AND SUPPORT (DEC 2019)

In accordance with 36 CFR, Appendix C to Part 1194, the information and communication technology (ICT) products and product support services documentation furnished in performance of this contract shall be provided at no additional cost. The contractor shall provide information, documentation, and support relative to the supplies and services as described in the statement of work, performance work statement or statement of objectives (select one). The following technical standards and provisions have been determined to be applicable to this contract:

_X__ Chapter 6: Support Documentation and Services _X__ 601 General _X__ 601.1 _X__ 602 Support Documentation _X__ 602.1 _X__ 602.2 _X__ 602.3 _X__ 602.4 _X__ 603 Support Services _X__ 603.1 _X__ 603.2 _X__ 603.3

SECTION 508 SERVICES (APR 2024)

All contracts, solicitations, purchase orders, delivery orders and interagency agreements that contain a requirement of services which will result in the delivery of a new or updated information and communication technology (ICT) item/product must conform to the applicable provisions of the appropriate technical standards in 36 CFR, Appendix C to Part 1194, and functional performance criteria in 36 CFR Chapter 3, unless an agency exception to this requirement exists at E202 General Exceptions.

The following technical standards and provisions have been determined to be applicable to this contract:

_X__ Chapter 5: Software _X__ 501 General _X__ 501.1 _X__ 502 Interoperability with Assistive Technology _X__ 502.1 _X__ 502.2 _X__ 502.3 _X__ 502.4(A-G) _X__ 503 Applications _X__ 503.1 _X__ 503.2 _X__ 503.3 _X__ 503.4 _X__ 504 Authoring Tools _X__ 504.1 _X__ 504.2 _X__ 504.3 _X__ 504.4 _X__ Chapter 7: Referenced Standards

_X__ 701 General _X__ 701.1 _X__ 702 Incorporation by Reference _X__ 702.1 ___ 702.2 _X__ 702.3 _X__ 702.4 ___ 702.5 ___

702.6 ___ 702.7 ___ 702.8 ___ 702.9 _X__ 702.10 The standards do not require the installation of specific accessibility related software or the attachment of an assistive technology device, but merely require that the ICT be compatible with such software and devices so that it can be made accessible, if required by the agency in the future. The following functional performance criteria (36 CFR Chapter 3) apply to this contract.

_X__ Chapter 3: Functional Performance Criteria _X__ 301 General _X__ 301.1 _X__ 302 Functional Performance Criteria _X__ 302.1 _X__ 302.2 _X__ 302.3 _X__ 302.4 _X__ 302.5 _X__ 302.6 _X__ 302.7 _X__ 302.8 _X__ 302.9

SECTION 508 ACCESSIBILITY OF INFORMATION AND COMMUNICATION

TECHNOLOGY (100% COMPLIANCE) (APR 2024)

Each information and communication technology (ICT) product or service furnished under this contract shall comply with the Information and Communication Technology Accessibility Standards (36 CFR, Appendix C to Part 1194). If the Contracting Officer determines any furnished products or services are not in compliance with the contract, the Contracting Officer will apply the remedies described under FAR 52.246-2, Inspection of Supplies – Fixed Price or FAR 52.246-4, Inspection of Services – Fixed Price.

The following technical standards and provisions have been determined to be applicable to this contract:

_X__ Chapter 5: Software _X__ 501 General _X__ 501.1 _X__ 502 Interoperability with Assistive Technology _X__ 502.1 _X__ 502.2 _X__ 502.3 _X__ 502.4(A-G) _X__ 503 Applications _X__ 503.1 _X__ 503.2 _X__ 503.3 _X__ 503.4 _X__ 504 Authoring Tools _X__ 504.1 _X__ 504.2 _X__ 504.3 _X__ 504.4 _X__ Chapter 7: Referenced Standards _X__ 701 General _X__ 701.1 _X__ 702 Incorporation by Reference _X__ 702.1 ___ 702.2 _X__ 702.3 _X__ 702.4 ___ 702.5 ___

702.6 ___ 702.7 ___ 702.8 ___ 702.9 _X__ 702.10

The standards do not require the installation of specific accessibility related software or the attachment of an assistive technology device, but merely require that the ICT be compatible with such software and devices so that it can be made accessible, if required by the agency in the future.

The following functional performance criteria (36 CFR Chapter 3) apply to this contract.

_X__ Chapter 3: Functional Performance Criteria _X__ 301 General _X__ 301.1 _X__ 302 Functional Performance Criteria _X__ 302.1 _X__ 302.2 _X__ 302.3 _X__ 302.4 _X__ 302.5 _X__ 302.6 _X__ 302.7 _X__ 302.8 _X__ 302.9

SECTION J – LIST OF ATTACHMENTS

Attachment 1 – BPA PWS Attachment 2 – Sample Order PWS Attachment 3 - Quality Assurance Surveillance Plan (QASP) Attachment 4 – Price Submission Worksheet

SECTION K – REPRESENTATIONS, CERTIFICATIONS, AND OTHER

STATEMENTS OF OFFERORS OR RESPONDENTS

FAR 52.252-1 - SOLICITATION PROVISIONS INCORPORATED BY REFERENCE

(FEB 1998)

This solicitation incorporates one or more solicitation provisions 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. The Offeror is cautioned that the listed provisions may include blocks that must be completed by the Offeror and submitted with its quotation or offer. In lieu of submitting the full text of those provisions, the Offeror may identify the provision by paragraph identifier and provide the appropriate information with its quotation or offer. Also, the full text of a solicitation provision may be accessed electronically at this/these address(es):

Revolutionary FAR Overhaul: https://www.acquisition.gov/far-overhaul/far-part-deviation-guide/far-overhaul-part-52

(End of provision)

The following FAR provisions are incorporated by reference:

NUMBER TITLE DATE

52.204-7 System for Award Management – Registration Oct 2025 52.216-31 Time-and-Materials/Labor-Hour Proposal Requirements -

Commercial Acquisition Nov 2021 https://www.acquisition.gov/far-overhaul/far-part-deviation-guide/far-overhaul-part-52 https://www.acquisition.gov/far-overhaul/far-part-deviation-guide/far-overhaul-part-52

NOTIFICATION - ORGANIZATIONAL CONFLICTS OF INTEREST

a. The CO has determined there is a potential for an organizational conflict of interest associated with the performance of work for this requirement. Accordingly, the attention of prospective offerors is invited to FAR Subpart 9.5, Organizational Conflicts of Interest.

b. The offeror warrants that, to the best of his/her knowledge and belief, there are no relevant facts or circumstances which could give rise to an Organizational Conflict of Interest (OCI), as defined in the Federal Acquisition Regulation (FAR) Subpart 9.5, or that he/she has disclosed all such relevant information. Offerors are advised that misrepresentation of the facts or failure to provide the information requested by the CO may cause the removal of their proposal from further consideration for award.

c. An offeror who believes that the performance of work under the contract may cause an OCI shall provide in its proposal to the Government a plan to mitigate the OCI. The plan will be evaluated to determine whether or not the plan effectively mitigates the potential conflict of interest such that the full scope of work contemplated by this solicitation can be performed by the offeror. The Senior Procurement Executive will then evaluate the mitigation plan and, if the plan is satisfactory, may grant a waiver to the offeror in accordance with FAR 9.503.

d. Restrictions on the performance of work for this requirement and/or work on future contract requirements are set forth in the requirements at section four (4) above, entitled “Organizational Conflicts of Interest”. The terms of the Organizational Conflict of Interest requirement included in this solicitation are not subject to negotiations, unless determined by the CO to be in the best interest of the Government.

FAR 52.209-2 PROHIBITION ON CONTRACTING WITH INVERTED DOMESTIC

CORPORATIONS-REPRESENTATION (APR 2026)

(a) Definitions. As used in this clause— Inverted domestic corporation means a foreign incorporated entity that meets the definition of an inverted domestic corporation under 6 U.S.C. 395(b), applied in accordance with the rules and definitions of 6 U.S.C. 395(c).

Subsidiary means an entity in which more than 50 percent of the entity is owned—

(1) Directly by a parent corporation; or

(2) Through another subsidiary of a parent corporation.

(b) Government agencies are not permitted to use appropriated (or otherwise made available) funds for contracts with either an inverted domestic corporation, or a subsidiary of an inverted domestic corporation, unless the exception at 9.108-3(b) applies or the requirement is waived in accordance with the procedures at 9.108-5.

(c) Representation. The Offeror represents that-

(1) It □ is, □ is not an inverted domestic corporation; and

(2) It □ is, □ is not a subsidiary of an inverted domestic corporation.

FAR 52.209-5 CERTIFICATION REGARDING RESPONSIBILITY MATTERS (APR

2026)

(a) (1) The Offeror certifies, to the best of its knowledge and belief, that—

(i) The Offeror and/or any of its Principals—

(A) Are □ are not □ presently debarred, suspended, proposed for debarment, or declared ineligible for the award of contracts by any Federal agency;

(B) Have □ have not □, within a three-year period preceding this offer, been convicted of or had a civil judgment rendered against them for: commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State, or local) contract or subcontract; violation of Federal or State antitrust statutes relating to the submission of offers; or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, tax evasion, violating Federal criminal tax laws, or receiving stolen property (if offeror checks "have", the offeror shall also see 52.209-7, if included in this solicitation);

(C) Are □ are not □ presently indicted for, or otherwise criminally or civilly charged by a governmental entity with, commission of any of the offenses enumerated in paragraph (a)(1)(i)(B) of this provision; and

(D) Have □, have not □, within a three-year period preceding this offer, been notified of any delinquent Federal taxes in an amount that exceeds the threshold at 9.104-5(a)(2) for which the liability remains unsatisfied. Federal taxes are considered delinquent if both of the following criteria apply:

(1) The tax liability is finally determined. The liability is finally determined if it has been assessed. A liability is not finally determined if a pending administrative or judicial challenge remains. In the case of a judicial challenge to the liability, the liability is not finally determined until all judicial appeal rights have been exhausted.

(2) The taxpayer is delinquent in making payment. A taxpayer is delinquent if the taxpayer has failed to pay the tax liability when full payment was due and required. A taxpayer is not delinquent in cases where enforced collection action is precluded.

(ii) The Offeror has □ has not □, within a 3-year period preceding this offer, had one or more contracts terminated for default by any Federal agency.

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

(b) The Offeror shall provide immediate written notice to the Contracting Officer if, at any time prior to contract award, the Offeror learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances.

(c) A certification that any of the items in paragraph (a) of this provision exists will not necessarily result in withholding of an award under this solicitation. However, the Government will consider the certification in connection with a determination of the Offeror's responsibility.

Failure of the Offeror to furnish a certification or provide such additional information as requested by the Contracting Officer may render the Offeror nonresponsible.

(d) This provision does not require establishment of a system of records in order to render, in good faith, the certification required by paragraph (a). The knowledge and information of an Offeror is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings.

(e) The certification in paragraph (a) of this provision is a material representation of fact upon which reliance was placed when making award. If the Government later determines that the Offeror knowingly rendered an erroneous certification, in addition to other remedies available to the Government, the Contracting Officer may terminate the contract resulting from this solicitation for default.

FAR 52.209-11 REPRESENTATION BY CORPORATIONS REGARDING

DELINQUENT TAX LIABILITY OR A FELONY CONVICTION UNDER ANY

FEDERAL LAW (APR 2026)

(a) The Government will not enter into a contract with any corporation that—

(1) Has any unpaid Federal tax liability that has been assessed, for which all judicial and administrative remedies have been exhausted or have lapsed, and that is not being paid in a timely manner pursuant to an agreement with the authority responsible for collecting the tax liability, where the awarding agency is aware of the unpaid tax liability, unless an agency has considered suspension or debarment of the corporation and made a determination that suspension or debarment is not necessary to protect the interests of the Government; or

(2) Was convicted of a felony criminal violation under any Federal law within the preceding 24 months, where the awarding agency is aware of the conviction, unless an agency has considered suspension or debarment of the corporation and made a determination that this action is not necessary to protect the interests of the Government.

(b) The Offeror represents that–

(1) It is □ is not □ a corporation that has any unpaid Federal tax liability that has been assessed, for which all judicial and administrative remedies have been exhausted or have lapsed, and that is not being paid in a timely manner pursuant to an agreement with the authority responsible for collecting the tax liability; and

(2) It is □ is not □ a corporation that was convicted of a felony criminal violation under a Federal law within the preceding 24 months.

FAR 52.233-2 SERVICE OF PROTEST (APR 2026)

(a) Protests, (as defined in FAR 33.102), that are filed directly with an agency, and copies of any protests that are filed with the Government Accountability Office (GAO), must be served on the Contracting Officer identified in the solicitation by obtaining written and dated acknowledgment of receipt from them.

(b) The copy of any protest must be received in the office designated above within one day of filing a protest with the GAO.

SECTION L – INSTURCTIONS, CONDITIONS AND NOTICES TO OFFERORS

FAR 52.212-1 INSTRUCTIONS TO OFFERORS—COMMERCIAL PRODUCTS AND

COMMERCIAL SERVICES (APR 2026)

The following provisions are incorporated into 52.212-1 as an addendum:

1. RECEIPT OF OFFERS AND QUESTIONS

Please submit one (1) electronic copy of the proposal via email to CO Acacia Harris at Acacia.harris@treasury.gov. NO LATER THAN (NLT) 10:00AM Eastern Time (ET) on June 22, 2026. All documentation must be received by the closing date and time of the RFP.

Late proposals will not be considered for award.

All questions must be submitted via email to the CO identified above NLT 10:00AM ET on June 15, 2026 and must reference the applicable RFP section, clause, paragraph number, and/or page number. Any questions submitted after the due date and time will not be addressed or considered. Telephonic inquiries will not be accepted.

All questions will be consolidated, and responses will be provided to all prospective Offerors through an RFP amendment. The Government reserves the right to consolidate responses to similar questions from multiple Offerors.

No other channel of communication between the Offeror and an officer, employee, or agent of the Treasury regarding this RFP is permitted, and no information gained from any such communication may be considered in any way binding or limiting to the CO.

2. EXCHANGES WITH OFFERORS AFTER RECEIPT OF PROPOSALS

The Government intends to evaluate offers and award a contract without discussions. Therefore, the Offeror’s initial proposal shall contain the Offeror’s best terms from a price and technical standpoint. However, the Government may issue clarifications to clarify certain aspects of Offerors proposals or to resolve minor or clerical errors.

Additionally, the Government reserves the right to conduct discussions if later determined by the CO to be necessary. The Government may reject any or all offers if such action is in the public interest; accept other than the lowest offer; and waive informalities and minor irregularities in offers received. This statement is not to be construed to mean that the Government is obligated to open discussions with every Offeror. An Offeror may be eliminated from consideration without mailto:Acacia.harris@treasury.gov further discussion if its technical and/or price proposals are not among those Offerors considered most advantageous to the Government based on the best value determination.

If required, proposal modifications, or revisions may be submitted in accordance with the RFP and any amendments.

3. SUBMISSION OF OFFERS

It is requested that Offerors provide a proposal in response to this solicitation notice. Proposal information must set forth full, accurate, and complete information. The Government will only evaluate proposals on the submitted information in the proposal. Offerors are responsible for ensuring that their proposals are complete, accurate, and submitted in accordance with all RFP requirements. The penalties for making false statements are prescribed in 18 USC 1001. This solicitation does not commit the Government to pay any costs incurred in the submission of any proposal or in performing any effort necessary for the preparation thereof; nor does it commit the Government to procure or contract for any supplies or services.

Offerors shall prepare and submit proposals in accordance with all instructions contained in this RFP. Failure to comply with any of the RFP instructions or requirements may result in the proposal being determined ineligible for award and eliminated from further consideration. The Government is not obligated to seek clarification or proposal corrections as a result of an Offeror's failure to follow RFP instructions.

The proposal shall be composed of a;

1. Cover Letter,

2. Technical Approach Volume,

3. Past Performance Volume,

4. Price Volume, and

5. Completed and fully executed copy of all fill-in provisions listed at Section K (please ensure all fill-ins are completed).

Offerors shall not exceed the maximum page limitations set forth below. Any pages exceeding the maximum page limitation will be removed prior to evaluation and not evaluated by the Government.

The proposal shall be prepared using the following format:

a. 8.5”x11” size pages, single spaced;

b. Use 1” margins all around;

c. Text shall be no smaller than 12-point font;

d. Font style shall be Arial or Times New Roman

e. Font style and size for headers/footers, illustrations, drawings, and/or tables are at the

Offeror’s discretion, but all must be easily readable.

f. Every page, except for the cover sheet, shall contain a page number.

g. Information deemed by the Offeror to be proprietary shall be clearly marked as such.

h. Shall be formatted in MS Word, Excel, and/or Adobe. The Government must have the ability to copy the documents to the Government electronic contract file management system.

3.1 Cover Letter (One (1) page maximum)

Each volume shall have a cover letter that shall be clearly marked with the Volume title and shall contain, at a minimum, the information specified below:

• Date of submission

• RFP Number

• Name and address of the Offeror

• System for Award Management (SAM) Unique Entity ID (UEI) Number

• Name, title, telephone number, email address and signature of representative authorized to conduct negotiations, discuss, revise or clarify any of the information contained in the submission

• Statement to hold the prices in the offer firm for 180 calendar days from the date specified for receipt of offers.

• A statement specifying agreement with all terms, conditions, provisions and clauses included in this RFP

• Acknowledgement of any Amendments to the RFP

3.2 Volume I / Factor I - Technical Approach (Six (6) pages maximum);

Offerors shall provide a technical approach for accomplishing the work to be performed, as described in the PWS. The proposal shall demonstrate an understanding of the work to be performed and your ability to successfully execute the proposed approach. The volume must also include;

a. Management Plan. Discuss the approach to effectively manage project schedules, deliverables, resources and personnel. If utilizing subcontractors, the proposal must explain to what extent subcontractors will be involved in performance and describe how their performance will be managed by the prime.

b. Key Personnel Resumes (Three (3) Page Limit per resume and will not count against volume page limitations). A resume must be submitted for all proposed key personnel positions. Resumes must provide at a minimum: name, proposed key personnel position, certifications, and work experience during the past five years.