USMC_RFQ_M00264-15-T-1021.pdf

COMMANDING GENERAL - REG CON OFFICE NCR

2010 HENDERSON RD

MARTIN, JOHN

QUANTICO VA 22134

(703) 614-5721

(703) 614-9311

UNDER DPAS (15 CFR 700)

11. DELIVERY FOR FOB

RFQ

SEE SCHEDULE

14. METHOD OF SOLICITATION

IFB RFP

CODE

SEE ADDENDUM

BLOCK IS MARKED

DESTINATION UNLESS

12. DISCOUNT TERMS

(No Collect Calls)

$27.5 M

13b. RATING

13a. THIS CONTRACT IS A RATED ORDER

X

CODE

M00264-15-T-1021 26-Feb-2015

b. TELEPHONE NUMBER

(703) 614-5721

8. OFFER DUE DATE/LOCAL TIME

05:00 PM 05 Mar 2015

5. SOLICITATION NUMBER 6. SOLICITATION ISSUE DATE

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV 3/2005)

Prescribed by GSA

FAR (48 CFR) 53.212

(TYPE OR PRINT)

(SIGNATURE OF CONTRACTING OFFICER) 31c. DATE SIGNED

ADDENDA X ARE

26. TOTAL AWARD AMOUNT (For Gov t. Use Only )

22. UNIT 23. UNIT PRICE 24. AMOUNT21. QUANTITY

CODE 10. THIS ACQUISITION IS

UNRESTRICTED

FAX: NAICS:

TEL:

CODE 18a. PAYMENT WILL BE MADE BYOFFEROR

SUCH ADDRESS IN OFFER

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT

BELOW IS CHECKED

TEL.

M00264

SIZE STD:

9. ISSUED BY

FACILITY

CODE

17a.CONTRACTOR/

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a. UNLESS BLOCK

15. DELIVER TO CODE M00086 16. ADMINISTERED BY

HQ US MARINE CORPS (JA) (M00086)

360 ELLIOTT STREET

NEWPORT RI 02840

JESSICA MARINO CLCG

TEL: 703-693-8403 FAX: 703-614-5145

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME

MARTIN, JOHN P.

2. CONTRACT NO. 3. AWARD/EFFECTIVE DATE 4. ORDER NUMBER

(TYPE OR PRINT)

30b. NAME AND TITLE OF SIGNER 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a.UNITED STATES OF AMERICA

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1. 52.212-4. FAR 52.212-3. 52.212-5 ARE ATTACHED.X

25. ACCOUNTING AND APPROPRIATION DATA

1. REQUISITION NUMBER

19. ITEM NO. 20. SCHEDULE OF SUPPLIES/ SERVICES

SEE SCHEDULE

541519

TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER ALL ITEMS

SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL SHEETS

SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED HEREIN.

SB

HUBZONE SB

SET ASIDE: 100 % FOR

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, AND 30

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

M0008615SU00106

ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

TEL: EMAIL:

0 COPIES

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

.OFFER DATED YOUR OFFER ON SOLICITATION

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN 29. AWARD OF CONTRACT: REFERENCE

8(A)

SVC-DISABLED VET-OWNED SB

EMERGING SB

X

X

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

(CONTINUED)

SEE SCHEDULE

19. ITEM NO. 20. SCHEDULE OF SUPPLIES/ SERVICES 21. QUANTITY 22. UNIT 24. AMOUNT

PAGE 2 OF

23. UNIT PRICE

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED: ______________________________________________________

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f . TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

37. CHECK NUMBER

FINALPARTIALCOMPLETE

36. PAYMENT35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER

FINAL

33. SHIP NUMBER

PARTIAL

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

STANDARD FORM 1449 (REV 3/2005) BACK

Prescribed by GSA

FAR (48 CFR) 53.212

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

M00264-15-T-1021

Section SF 1449 - CONTINUATION SHEET

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 12 Months Congressional Knowledge Mgmt Support

FFP

Base Year Congressional Knowledge Management Support System user licenses for up to 50 concurrent users for the HQMC Office of Legislative Affairs (OLA).

The work shall be in accordance with the Statement of Work (SOW).

FOB: Destination

MILSTRIP: M0008615SU00106

PURCHASE REQUEST NUMBER: M0008615SU00106

NET AMT

1001 12 Months OPTION OY1 Congressional Knowledge Mgmt Support

FFP

Option Year 1 Congressional Knowledge Management Support System User

Licenses for up to 50 concurrent users for the HQMC Office of Legislative Affairs

(OLA). The work shall be in accordance with the Statement of Work (SOW).

FOB: Destination

2001 12 Months OPTION OY2 Congressional Knowledge Mgmt Support

FFP

Option Year 2 Congressional Knowledge Management Support System User

Licenses for up to 50 concurrent users for the HQMC Office of Legislative Affairs

(OLA). The work shall be in accordance with the Statement of Work (SOW).

STATEMENT OF WORK

Statement of Work (SOW) for

Congressional Knowledge Management Support System for the

United States Marine Corps, Office of Legislative Affairs (USMC OLA)

1.0 Scope

The US Marine Corps has a continuing requirement for automation support in the planning, tracking and coordination of legislative and case management activities related to the Office of

Legislative Affairs (OLA) and its Area of Responsibility (AOR), such as congressional events, activities, and correspondence between the congressional and executive branches of the federal government. Examples of the activities to be supported include testimony before Congressional committees, response to questions for the record, and oversight/coordination of action items received from Capitol Hill and their constituents.

To address this need, the Marine Corps Office of Legislative Affairs (OLA) seeks to acquire a license to use an existing commercially-available, fully functioning Congressional Knowledge

Management Support System with one year subscription, with the option of two additional renewal year. The current system used with considerable effectiveness is a Case Management

System (CMS) integrated Commercial Off the Shelf (COTS) system which requires no initial customization in order to continue to plan, coordinate, track, and manage the OLA’s legislative and case management activities. The integrated system may include one or more applications and one or more secure databases to meet this requirement.

The system must include a flexible calendar integrated with MS Office; activity detail that is searchable by individual, issue, or organization; and business intelligence features, such as reports that combine proprietary and system generated data to create unique briefing papers. The selected system must integrate activity / event management with case management so they can be cross referenced. Cross referencing is important for tracking interactions with Members of

Congress, as many cases are referred by Members. USMC legislative liaisons highly value the ability to see all interactions with a Member or his (or her) staff in one location, as well as the ability to reference correspondence without waiting for others to identify, access and forward the record. Up to 50 concurrent user licenses will be needed.

The selected system(s) must be compatible in all aspects (form, fit, and function) with the existing functionality presently installed. The selected system must coordinate, connect, or interface with the existing databases in order to maintain ongoing operations without a break in service, which could significantly impact the ability of the Marine Corps to fulfill its mission.

2.0 Background

Currently, data captured includes USMC-specific casework, weapon system programs and funding, legislative information from hearings, budget meetings, research, and legislative publications. The data maintained in the system’s databases have come to represent an irreplaceable asset with historical and trending information that can be reported over time periods stretching back more than a decade.

The goals of USMC OLA in acquiring a strategic communications information technology solution are to:

Assure effective, focused communication by quickly generating reports that can be easily reviewed and widely shared, both electronically and through briefing templates;

Remove the concern that a strategic contact or milestone event will be overlooked or not planned for in advance, as the system can manage an unlimited number of contacts, initiatives, events, and activities;

Prevent strategic communication missteps caused by enterprise-wide knowledge gaps.

This situation is avoided because detailed information, data and institutional knowledge resides within the system, and is updated frequently;

Ensure that leadership and stakeholders remain informed through automatic alerts and automated emails; and

Provide business intelligence capabilities make it easy to measure staff effectiveness and defend the office budget, because it tracks the outcome of activities and rolls them up into clear, graphic reports.

Assure USMC responsiveness, correctness and the implementation of workflow based management technologies for congressional casework, requests for information, and

GO/SES level congressional meeting support.

3.0 Functional Requirements

OLA requires an integrated web-enabled system consisting of one or more applications and secure databases that improve the effectiveness of legislative interactions and case management, including congressional taskers, correspondence, testimony, and delegation visits.

The selected system shall provide OLA leadership the ability to oversee daily operations through a dashboard that identifies critical activities and time sensitive information. It shall provide an activity calendar that tracks past, present, and future events, and displays them in a dynamically generated webpage that allows one-click retrieval of background information about the activity.

At a minimum, this information shall include time, date, and location details, individuals of interest who may be involved with the activity (Congressional members and their staff, executive branch leaders, and internally designated leadership principals), pre-briefs or after action reports that can be uploaded prior to or after the activity, and any tasks that may be required for future action. The system shall automatically update reports that may be critical in planning or summarizing activities. The system shall include a document repository module that is fully searchable and allows users to store documents of any kind for retrieval by registered users. The application(s) shall provide:

Collaborative Working Environment - By creatively combining calendaring, activity tracking and document management, the software shall make it easy to develop, implement and manage legislative initiatives. The system shall offer dynamic user-controlled data rights, privacy settings, and permissions.

Robust Content Management Database - Content shall be cut-and-pasted or uploaded, tagged, and text searched. Currently there are more than 3,000 activity records.

Centralized Workflow Management – Capabilities shall be included that incorporate reports with management information, including status reporting. Due-out tracking with email notification, a dashboard view of upcoming activities, integration with Outlook, Word, Excel, SharePoint and Exchange, and flexible search tools shall be available to users.

Rapid Reporting and Analysis Capabilities - Status, summary, due out and customized reports shall be easily produced; real-time metrics / monitoring; business intelligence:

status reporting by day, week or month; dashboards with graphic display; and business intelligence features shall be included.

The system shall provide users the ability to link information from multiple sources, including sensitive and confidential sources, to activities, principals, organizations, issues and locations.

The application shall incorporate an historical archive of legislative activities that is easily searchable and provides users the ability to generate proprietary reports. The system shall track all USMC congressional activities that occur on Capitol Hill, throughout the United States, and abroad from within the system. The system shall be capable of storing documents within the database, which can then be searched and tagged. The system shall be able to:

Combine publically available news sources, custom content feeds, and proprietary data to create briefing papers, ad-hoc reports, and analytic studies;

Access information from multiple sources, including sensitive and confidential sources, and link them to activities, principals, organizations, issues and locations;

Provide an historical archive of legislative activities that is easily searchable and provides users the ability to generate proprietary reports;

Incorporate all congressional activities in a manner that can be accessed from within the system, and can be searched, tagged, and stored in the database;

Generate map displays and reports, overlaid with congressional districts, that identify the location of activities and allow drill down to all available information on the activity;

Generate strategic communications and talking points that can be easily reviewed and widely shared, both electronically and through briefing templates;

Store documents and link them to activities, tag them for ease of retrieval, or store them in folders that can be customized to meet OLA’s needs; full text search must be available.

Functionality and workflow process to manage Congressional casework activities via a database whose structure and content is compatible with the Congressional activity and event management database, permitting cross referencing of information between the two applications. Cross referencing is important for tracking interactions with Members of

Congress, as many cases are referred by Members.

The case management system must support OLA casework functions using a “paperless” process.

Requirements include a decision support module which helps each case follow a predefined workflow, email notification to concerned parties with case progress updates, accountability through transaction and document auditing, and a repository for letters scanned into the system.

Data encryption and hashing will be required to defend against internal threats.

The selected system shall not violate the Code of Federal Regulations (CFR), Federal

Acquisition Regulations (FAR) or Department of Defense (DoD) policies on prohibited lobbying activities. The system shall not incorporate elements designed for the business, lobbying and legal community which contain integrated functionality, such as PAC contribution tracking, grassroots lobbying management, or other prohibited activities under applicable laws, regulation or rulings.

4.0 Technical Requirements

The contractor shall provide the technical assistance required to maintain the system, support users, and identify additional requirements and web-enabled functionality. At a minimum, this assistance shall include:

Email and phone based helpdesk support from 7 AM to 7 PM on weekdays, except for

Federal holidays;

Technical support during regular business hours;

Initial system administrator training and support;

Periodic release of new capabilities and functions based on user input; and

Ability to house the system and data on contractor servers, onsite at the Pentagon on secure communications networks.

The contractor shall provide training to new users and to existing users on new modules and enhancements as an integral component of this SOW. The training shall consist of regular and periodic instructor-led sessions, which shall be scheduled with reasonable advance notice.

Appropriate user documentation shall be prepared and delivered to trainees.

The contractor shall provide for full redundancy and daily back up of application databases. The databases shall be independent of the application, and capable of being moved to a USMC-owned server inside the Marine Corps firewall, or into a SIPRnet environment based on evolving

Marine Corps security needs.

The contractor, at no extra charge, shall fix any defects to the applications and its enhancements the contract period. OLA leadership will collaborate with the selected contractor to define any additional requirements for the system, including any component applications and related databases. The contractor shall document these additional requirements in detail. This task shall be accomplished by the contractor working directly with government personnel to determine specifically how to meet the system objectives. The contractor shall maximize use of the existing applications’ characteristics and code. The government shall approve the requirements and additional cost proposals, if any, prior to the contractor embarking on new design. Any code developed shall be compatible with the existing system and data model.

The application must already be certified for the Marine Corps Network. The software must already be approved at Protection Level II (PL-II) and Protection Level III (PL-III) for deployment in secure networks and environments such as SIPRnet and JWICS. The software must be capable of being implemented without risk of violating the Code of Federal Regulations

(CFR), Federal Acquisition Regulations (FAR) and Department of Defense (DoD) policies on prohibited lobbying activities.

5.0 Deliverables

The license agreement shall include the provision of at least 50 concurrent user licenses, and shall delineate any copyright and intellectual property rights asserted by the contractor. The software shall remain property of the contractor. Proprietary USMC data remains property of the government at all times. Should the contract be terminated, OLA will have the option of requesting that the contractor destroy the data, retain it on corporate servers for later use, or deliver the data to USMC for government use.

6.0 Government Furnished Items

The government shall provide up to three access badges to contractor personnel to facilitate access to the facility for hardware and software maintenance, to meet with USMC OLA and ARI staff periodically, and to provide training support to OLA staff.

The contractor shall document the need for Government Furnished Items (GFI) required in the completion of the SOW within 10 (ten) days of award. Should any additional GFI be required, the contractor shall document this need in the monthly performance report.

7.0 Place of Performance

The contractor shall perform work at different locations in order to facilitate data collection and development during the course of this effort. These locations are:

a) Primary Location: Contractor facilities

b) Secondary Location: USMC OLA or USMC ARI offices (as required)

8.0 Period of Performance

The period of performance:

Base Year: 30 Apr 2015 – 29 Apr 2016

Option Year 1: 30 Apr 2016 – 29 Apr 2017

Option Year 2: 30 Apr 2017 – 20 Apr 2018

9.0 Government Data

No data, materials, or other items created or provided expressly for this SOW shall be used by the Contractor for any purpose other than the support and performance under this SOW without the prior written permission of the Contracting Officer. The Contractor is obligated to protect from unauthorized use or disclosure Government-owned proprietary data obtained in the course of performance of services under Government contract. Contract personnel shall not publish, divulge, disclose, or make known this information in any manner, or to any extent not authorized by USMC OLA.

10.0 Personnel Qualifications

Application Developers – Developers shall be fully experienced in relational database design, VBSCript, JavaScript, active server pages, IIS 5.0, COM, and VB component development.

SQL Server Database Administrator (DBA) - DBA shall be fully experienced in SQL Server

2000, including all aspects of database design, development, and maintenance.

11.0 Security/Clearance Required

Contractors may be required to review information marked "For Official Use Only" (FOUO) and or may handle Privacy Act Information. Contractors handling unclassified but sensitive information will review, process, produce, and protect, destroy and store this information in accordance to applicable DoD/DoN and USMC instructions, regulations, policies and procedures. IAW Federal Acquisition Codes 2005-19, Sept 17, 2009 - Subpart 52.2, Paragraph

52.204-9, Personal Identity Verification of Contact Personnel. PERSONAL INDENITY

VERIFICATION OF CONTRACTOR PERSONNEL (SEPT 2007); (a) The Contractor shall comply with agency personal identity verification procedures identified in the contract that implement Home Security Directive -12 (HSPD-12), Office of Management and Budget (OMB) guidance M-05-24 and Federal Information Processing Standards Publication (FIPS PUB)

Number 201. (b) The Contractor shall insert these clauses in all subcontracts when the subcontractor is required to have routine physical access to a Federally-controlled information system. Operations Security (OPSEC) procedures and practices will be implemented by the contractors to protect the product, information, services, operations and missions related to the contract. Contractors will also adhere to all policy in the National Industrial Security Operating

Manual (NISPOM), HSPD-12, DoD M-5200.01, SECNAV M-5510.30/36 and HQMC IPSP

SOP.

End of Statement of Work

INSPECTION AND ACCEPTANCE TERMS

Supplies/services will be inspected/accepted at:

CLIN INSPECT AT INSPECT BY ACCEPT AT ACCEPT BY

0001 Destination Government Destination Government

1001 Destination Government Destination Government

2001 Destination Government Destination Government

DELIVERY INFORMATION

CLIN DELIVERY DATE QUANTITY SHIP TO ADDRESS UIC

0001 POP 30-APR-2015 TO

29-APR-2016

N/A HQ US MARINE CORPS (JA) (M00086)

360 ELLIOTT STREET

NEWPORT RI 02840

JESSICA MARINO CLCG

703-693-8403

M00086

1001 POP 30-APR-2016 TO

29-APR-2017

N/A (SAME AS PREVIOUS LOCATION)

2001 POP 30-APR-2017 TO

29-APR-2018

N/A (SAME AS PREVIOUS LOCATION)

CLAUSES INCORPORATED BY REFERENCE

52.212-1 Instructions to Offerors--Commercial Items APR 2014

52.212-4 Contract Terms and Conditions--Commercial Items MAY 2014

52.227-14 Rights in Data--General MAY 2014

252.203-7000 Requirements Relating to Compensation of Former DoD

Officials

SEP 2011

252.203-7002 Requirement to Inform Employees of Whistleblower Rights SEP 2013

252.204-7012 Safeguarding of Unclassified Controlled Technical

Information

NOV 2013

252.227-7015 Technical Data--Commercial Items FEB 2014

252.232-7003 Electronic Submission of Payment Requests and Receiving

Reports

JUN 2012

252.232-7010 Levies on Contract Payments DEC 2006

252.243-7001 Pricing Of Contract Modifications DEC 1991

252.247-7023 Transportation of Supplies by Sea APR 2014

CLAUSES INCORPORATED BY FULL TEXT

52.212-3 OFFEROR REPRESENTATIONS AND CERTIFICATIONS--COMMERCIAL ITEMS (DEC 2014)

ALTERNATE I (OCT 2014)

An offeror shall complete only paragraph (b) of this provision if the offeror has completed the annual representations and certifications electronically via http://www.acquisition.gov. If an offeror has not completed the annual representations and certifications electronically at the System for Award Management (SAM) website, the offeror shall complete only paragraphs (b) through (i) of this provision.

(a) Definitions. As used in this provision:

"Emerging small business" means a small business concern whose size is no greater than 50 percent of the numerical size standard for the NAICS code designated.

"Forced or indentured child labor" means all work or service-

(1) Exacted from any person under the age of 18 under the menace of any penalty for its nonperformance and for which the worker does not offer himself voluntarily; or

(2) Performed by any person under the age of 18 pursuant to a contract the enforcement of which can be accomplished by process or penalties.

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).

“Manufactured end product” means any end product in Federal Supply Classes (FSC) 1000-9999, except—

(1) FSC 5510, Lumber and Related Basic Wood Materials;

(2) Federal Supply Group (FSG) 87, Agricultural Supplies;

(3) FSG 88, Live Animals;

(4) FSG 89, Food and Related Consumables;

(5) FSC 9410, Crude Grades of Plant Materials;

(6) FSC 9430, Miscellaneous Crude Animal Products, Inedible;

(7) FSC 9440, Miscellaneous Crude Agricultural and Forestry Products;

(8) FSC 9610, Ores;

(9) FSC 9620, Minerals, Natural and Synthetic; and

(10) FSC 9630, Additive Metal Materials.

“Place of manufacture” means the place where an end product is assembled out of components, or otherwise made or processed from raw materials into the finished product that is to be provided to the Government. If a product is disassembled and reassembled, the place of reassembly is not the place of manufacture.

Restricted business operations means business operations in Sudan that include power production activities, mineral extraction activities, oil-related activities, or the production of military equipment, as those terms are defined in the

Sudan Accountability and Divestment Act of 2007 (Pub. L. 110-174). Restricted business operations do not include business operations that the person (as that term is defined in Section 2 of the Sudan Accountability and Divestment

Act of 2007) conducting the business can demonstrate—

(1) Are conducted under contract directly and exclusively with the regional government of southern Sudan;

(2) Are conducted pursuant to specific authorization from the Office of Foreign Assets Control in the Department of the Treasury, or are expressly exempted under Federal law from the requirement to be conducted under such authorization;

(3) Consist of providing goods or services to marginalized populations of Sudan;

(4) Consist of providing goods or services to an internationally recognized peacekeeping force or humanitarian organization;

(5) Consist of providing goods or services that are used only to promote health or education; or

(6) Have been voluntarily suspended.

Sensitive technology—

(1) Means hardware, software, telecommunications equipment, or any other technology that is to be used specifically--

(i) To restrict the free flow of unbiased information in Iran; or

(ii) To disrupt, monitor, or otherwise restrict speech of the people of Iran; and

(2) Does not include information or informational materials the export of which the President does not have the authority to regulate or prohibit pursuant to section 203(b)(3) of the International Emergency Economic Powers Act

(50 U.S.C. 1702(b)(3)).

Service-disabled veteran-owned small business concern—

(1) Means a small business concern--

(i) Not less than 51 percent of which is owned by one or more service-disabled veterans or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more service-disabled veterans; and

(ii) The management and daily business operations of which are controlled by one or more service-disabled veterans or, in the case of a service-disabled veteran with permanent and severe disability, the spouse or permanent caregiver of such veteran.

(2) Service-disabled veteran means a veteran, as defined in 38 U.S.C. 101(2), with a disability that is service-connected, as defined in 38 U.S.C. 101(16).

"Small business concern" means a concern, including its affiliates, that is independently owned and operated, not dominant in the field of operation in which it is bidding on Government contracts, and qualified as a small business under the criteria in 13 CFR Part 121 and size standards in this solicitation.

Small disadvantaged business concern, consistent with 13 CFR 124.1002, means a small business concern under the size standard applicable to the acquisition, that--

(1) Is at least 51 percent unconditionally and directly owned (as defined at 13 CFR 124.105) by--

(i) One or more socially disadvantaged (as defined at 13 CFR 124.103) and economically disadvantaged (as defined at 13 CFR 124.104) individuals who are citizens of the United States; and

(ii) Each individual claiming economic disadvantage has a net worth not exceeding $750,000 after taking into account the applicable exclusions set forth at 13 CFR 124.104(c)(2); and

(2) The management and daily business operations of which are controlled (as defined at 13.CFR 124.106) by individuals, who meet the criteria in paragraphs (1)(i) and (ii) of this definition.

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.

Veteran-owned small business concern means a small business concern—

(1) Not less than 51 percent of which is owned by one or more veterans (as defined at 38 U.S.C. 101(2)) or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more veterans; and

(2) The management and daily business operations of which are controlled by one or more veterans.

"Women-owned small business concern" means a small business concern—

“Women-owned business concern” means a concern which is at least 51 percent owned by one or more women; or in the case of any publicly owned business, at least 51 percent of the its stock is owned by one or more women; and whose management and daily business operations are controlled by one or more women.

“Women-owned small business concern” means a small business concern --

(1) That is at least 51 percent owned by one or more women or, in the case of any publicly owned business, at least

51 percent of its stock is owned by one or more women; or

(2) Whose management and daily business operations are controlled by one or more women.

"Women-owned business concern" means a concern which is at least 51 percent owned by one or more women; or in the case of any publicly owned business, at least 51 percent of the stock of which is owned by one or more women;

and whose management and daily business operations are controlled by one or more women.

(b) (1) Annual Representations and Certifications. Any changes provided by the offeror in paragraph (b)(2) of this provision do not automatically change the representations and certifications posted electronically on the SAM website.

(2) The offeror has completed the annual representations and certifications electronically via the SAM website accessed through https://www.acquisition.gov. After reviewing the SAM database information, the offeror verifies by submission of this offer that the representations and certifications currently posted electronically at FAR 52.212-3, Offeror Representations and Certifications--Commercial Items, have been entered or updated in the last 12 months, are current, accurate, complete, and applicable to this solicitation (including the business size standard applicable to the NAICS code referenced for this solicitation), as of the date of this offer and are incorporated in this offer by reference (see FAR 4.1201), except for paragraphs ----------.

(Offeror to identify the applicable paragraphs at (c) through (p) of this provision that the offeror has completed for the purposes of this solicitation only, if any.)

These amended representation(s) and/or certification(s) are also incorporated in this offer and are current, accurate, and complete as of the date of this offer.

Any changes provided by the offeror are applicable to this solicitation only, and do not result in an update to the representations and certifications posted on ORCA.]

(c) Offerors must complete the following representations when the resulting contract will be performed in the United

States or its outlying areas. Check all that apply.

(1) Small business concern. The offeror represents as part of its offer that it ( ___ ) is, ( ___ ) is not a small business concern.

(2) Veteran-owned small business concern. (Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.) The offeror represents as part of its offer that it ( ___ ) is, ( ___ ) is not a veteran-owned small business concern.

(3) Service-disabled veteran-owned small business concern. (Complete only if the offeror represented itself as a veteran-owned small business concern in paragraph (c)(2) of this provision.) The offeror represents as part of its offer that it ( ___ ) is, ( ___ ) is not a service-disabled veteran-owned small business concern.

(4) Small disadvantaged business concern. (Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.) The offeror represents that it ( ___ ) is, ( ___ ) is not a small disadvantaged business concern as defined in 13 CFR 124.1002.

(5) Women-owned small business concern. (Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.) The offeror represents that it ( ___ ) is, ( ___ ) is not a women-owned small business concern.

Note to paragraphs (c)(8) and (9): Complete paragraphs (c)(8) and (c)(9) only if this solicitation is expected to exceed the simplified acquisition threshold.

(6) WOSB concern eligible under the WOSB Program. [Complete only if the offeror represented itself as a women-owned small business concern in paragraph (c)(5) of this provision.] The offeror represents that--

(i) It ___ is, ___ is not a WOSB concern eligible under the WOSB Program, has provided all the required documents to the WOSB Repository, and no change in circumstances or adverse decisions have been issued that affects its eligibility; and

(ii) It [ ___ ] is, [ ___ ] is not a joint venture that complies with the requirements of 13 CFR part 127, and the representation in paragraph (c)(6)(i) of this provision is accurate for each WOSB concern eligible under the WOSB

Program participating in the joint venture. [The offeror shall enter the name or names of the WOSB concern eligible under the WOSB Program and other small businesses that are participating in the joint venture: ----------.] Each

WOSB concern eligible under the WOSB Program participating in the joint venture shall submit a separate signed copy of the WOSB representation.

(7) Economically disadvantaged women-owned small business (EDWOSB) concern. [Complete only if the offeror represented itself as a WOSB concern eligible under the WOSB Program in (c)(6) of this provision.] The offeror represents that--

(i) It [ ___ ] is, [ ___ ] is not an EDWOSB concern, has provided all the required documents to the WOSB

Repository, and no change in circumstances or adverse decisions have been issued that affects its eligibility; and

(ii) It [ ___ ] is, [ ___ ] is not a joint venture that complies with the requirements of 13 CFR part 127, and the representation in paragraph (c)(7)(i) of this provision is accurate for each EDWOSB concern participating in the joint venture. [The offeror shall enter the name or names of the EDWOSB concern and other small businesses that are participating in the joint venture: ----------.] Each EDWOSB concern participating in the joint venture shall submit a separate signed copy of the EDWOSB representation.

(8) Women-owned business concern (other than small business concern). (Complete only if the offeror is a women-owned business concern and did not represent itself as a small business concern in paragraph (c)(1) of this provision.) The offeror represents that it ( ___ ) is, a women-owned business concern.

(9) Tie bid priority for labor surplus area concerns. If this is an invitation for bid, small business offerors may identify the labor surplus areas in which costs to be incurred on account of manufacturing or production (by offeror or first-tier subcontractors) amount to more than 50 percent of the contract price:

(10) (Complete if the offeror has represented itself as disadvantaged in paragraph (c)(4) of this provision.)

___ Black American.

___ Hispanic American.

___ Native American (American Indians, Eskimos, Aleuts, or Native Hawaiians).

___ Asian-Pacific American (persons with origins from Burma, Thailand, Malaysia, Indonesia, Singapore, Brunei, Japan, China, Taiwan, Laos, Cambodia (Kampuchea), Vietnam, Korea, The Philippines, Republic of Palau, Republic of the Marshall Islands,Federated States of Micronesia, the Commonwealth of the Northern

Mariana Islands, Guam, Samoa, Macao, Hong Kong, Fiji, Tonga, Kiribati, Tuvalu, or Nauru).

___ Subcontinent Asian (Asian-Indian) American (persons with origins from India, Pakistan, Bangladesh, Sri

Lanka, Bhutan, the Maldives Islands, or Nepal).

___ Individual/concern, other than one of the preceding.

(12) Complete if the offeror has represented itself as disadvantaged in paragraph (c)(4) or (c)(10) of this provision.)

(The offeror shall check the category in which its ownership falls):

___ Black American.

___ Hispanic American.

___ Native American (American Indians, Eskimos, Aleuts, or Native Hawaiians).

___ Asian-Pacific American (persons with origins from Burma, Thailand, Malaysia, Indonesia, Singapore, Brunei, Japan, China, Taiwan, Laos, Cambodia (Kampuchea), Vietnam, Korea, The Philippines, Republic of Palau, Republic of the Marshall Islands, Federated States of Micronesia, the Commonwealth of the Northern Mariana

Islands, Guam, Samoa, Macao, Hong Kong, Fiji, Tonga, Kiribati, Tuvalu, or Nauru).

___ Subcontinent Asian (Asian-Indian) American (persons with origins from India, Pakistan, Bangladesh, Sri

Lanka, Bhutan, the Maldives Islands, or Nepal).

___ Individual/concern, other than one of the preceding.

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

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

(i) It ( ___ ) has, ( ___ ) has not, participated in a previous contract or subcontract subject either to the Equal

Opportunity clause of this solicitation, the and

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

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

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

Subparts 60-1 and 60-2), or

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

(e) Certification Regarding Payments to Influence Federal Transactions (31 U.S.C. 1352). (Applies only if the contract is expected to exceed $100,000.) By submission of its offer, the offeror certifies to the best of its knowledge and belief that no Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of

Congress or an employee of a Member of Congress on his or her behalf in connection with the award of any resultant contract. If any registrants under the Lobbying Disclosure Act of 1995 have made a lobbying contact on behalf of the offeror with respect to this contract, the offeror shall complete and submit, with its offer, OMB Standard Form LLL, Disclosure of Lobbying Activities, to provide the name of the registrants. The offeror need not report regularly employed officers or employees of the offeror to whom payments of reasonable compensation were made.

(f) Buy American--Balance of Payments Program Certificate. (Applies only if the clause at Federal Acquisition

Regulation (FAR) 52.225-1, Buy American--Balance of Payments Program--Supplies, is included in this solicitation.)

(1) The offeror certifies that each end product, except those listed in paragraph (f)(2) of this provision, is a domestic end product and that for other than COTS items, the offeror has considered components of unknown origin to have been mined, produced, or manufactured outside the United States. The offeror shall list as foreign end products those end products manufactured in the United States that do not qualify as domestic end products, i.e., an end product that is not a COTS item and does not meet the component test in paragraph (2) of the definition of “domestic end product.” The terms “commercially available off-the-shelf (COTS) item,” “component,” “domestic end product,”

“end product,” “foreign end product,” and “United States” are defined in the clause of this solicitation entitled “Buy

American--Supplies.”

(2) Foreign End Products:

LINE ITEM NO. COUNTRY OF ORIGIN

(List as necessary)

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

(g)(1) Buy American -- Free Trade Agreements -- Israeli Trade Act Certificate. (Applies only if the clause at FAR

52.225-3, Buy American -- Free Trade Agreements -- Israeli Trade Act, is included in this solicitation.)

The offeror certifies that each end product, except those listed in paragraph (g)(1)(ii) or (g)(1)(iii) of this provision, is a domestic end product and that for other than COTS items, the offeror has considered components of unknown origin to have been mined, produced, or manufactured outside the United States. The terms “Bahrainian, Moroccan, Omani, Panamanian, or Peruvian end product,” “commercially available off-the-shelf (COTS) item,” “component,”

“domestic end product,” “end product,” “foreign end product,” “Free Trade Agreement country,” “Free Trade

Agreement country end product,” “Israeli end product,” and “United States” are defined in the clause of this solicitation entitled “Buy American-Free Trade Agreements-Israeli Trade Act.”

(ii) ) The offeror certifies that the following supplies are Free Trade Agreement country end products (other than

Bahrainian, Moroccan, Omani, Panamanian, or Peruvian end products) or Israeli end products as defined in the clause of this solicitation entitled ``Buy American--Free Trade Agreements--Israeli Trade Act'':

Free Trade Agreement Country End Products (Other than Bahrainian, Moroccan, Omani, Panamanian, or Peruvian

End Products) or Israeli End Products:

[List as necessary]

(iii) The offeror shall list those supplies that are foreign end products (other than those listed in paragraph (g)(1)(ii) or this provision) as defined in the clause of this solicitation entitled “Buy American—Free Trade Agreements—

Israeli Trade Act.” The offeror shall list as other foreign end products those end products manufactured in the United

States that do not qualify as domestic end products, i.e., an end product that is not a COTS item and does not meet the component test in paragraph (2) of the definition of “domestic end product.”

Other Foreign End Products:

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

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

(g)(1)(ii) of the basic provision:

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

Canadian End Products:

Line Item No.:

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

(g)(1)(ii) of the basic provision:

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

Canadian or Israeli End Products:

Line Item No.: Country of Origin:

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

(g)(1)(ii) The offeror certifies that the following supplies are Free Trade Agreement country end products (other than

Bahrainian, Korean, Moroccan, Omani, Panamanian, or Peruvian end products) or Israeli end products as defined in the clause of this solicitation entitled ``Buy American Act--Free Trade Agreements--Israeli Trade Act'':

Free Trade Agreement Country End Products (Other than Bahrainian, Korean, Moroccan, Omani, Panamanian, or

Peruvian End Products) or Israeli End Products:

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

(i) The offeror certifies that each end product, except those listed in paragraph (g)(5)(ii) of this provision, is a U.S.-made or designated country end product, as defined in the clause of this solicitation entitled ``Trade Agreements''.

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

Other End Products:

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

(h) Certification Regarding Responsibility Matters (Executive Order 12689). (Applies only if the contract value is expected to exceed the simplified acquisition threshold.) The offeror certifies, to the best of its knowledge and belief, that the offeror and/or any of its principals—

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

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

(3) ( ___ ) Are, ( ___ ) are not presently indicted for, or otherwise criminally or civilly charged by a Government entity with, commission of any of these offenses enumerated in paragraph (h)(2) of this clause; and

(4) [ ___ ] Have, [ ___ ] have not, within a three-year period preceding this offer, been notified of any delinquent

Federal taxes in an amount that exceeds $3,000 for which the liability remains unsatisfied.

(i) Taxes are considered delinquent if both of the following criteria apply:

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

(B) 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) Examples.

(A) The taxpayer has received a statutory notice of deficiency, under I.R.C. Sec. 6212, which entitles the taxpayer to seek Tax Court review of a proposed tax deficiency. This is not a delinquent tax because it is not a final tax liability.

Should the taxpayer seek Tax Court review, this will not be a final tax liability until the taxpayer has exercised all judicial appeal rights.

(B) The IRS has filed a notice of Federal tax lien with respect to an assessed tax liability, and the taxpayer has been issued a notice under I.R.C. Sec. 6320 entitling the taxpayer to request a hearing with the IRS Office of Appeals contesting the lien filing, and to further appeal to the Tax Court if the IRS determines to sustain the lien filing. In the course of the hearing, the taxpayer is entitled to contest the underlying tax liability because the taxpayer has had no prior opportunity to contest the liability. This is not a delinquent tax because it is not a final tax liability. Should the taxpayer seek tax court review, this will not be a final tax liability until the taxpayer has exercised all judicial appeal rights.

(C) The taxpayer has entered into an installment agreement pursuant to I.R.C. Sec. 6159. The taxpayer is making timely payments and is in full compliance with the agreement terms. The taxpayer is not delinquent because the taxpayer is not currently required to make full payment.

(D) The taxpayer has filed for bankruptcy protection. The taxpayer is not delinquent because enforced collection action is stayed under 11 U.S.C. 362 (the Bankruptcy Code).

(i) Certification Regarding Knowledge of Child Labor for Listed End Products (Executive Order 13126). (The

Contracting Officer must list in paragraph (i)(1) any end products being acquired under this solicitation that are included in the List of Products Requiring Contractor Certification as to Forced or Indentured Child Labor, unless excluded at 22.1503(b).)

(1) Listed End Product

Listed End Product: Listed Countries of Origin:

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

( ___ )(i) The offeror will not supply…