N0018925QZ507 RFQ.pdf

Section SF 1449 - CONTINUATION SHEET

GENERAL SUBMISSION

This solicitation is being issued on an other than full and open competition basis subject to the procedures of FAR Parts 12 and 13 and is representative of a sole-sourced requirementwith Center for Strategic and Budgetary Assessments (CSBA) as implemented by FAR 13.106-1(b).

Quotation Submission: The deadline for receipt of quotes is NLT 1PM ET on 10 September 2025. As part of the quoter, the quoter shall provide pricing data and details substantiating their ability to provide the required services as contained within the Performance Work Statement. Authorized document submission formats include Microsoft Word, Microsoft Excel and PDF.

Point of Contact: The point of contact (POC) for this Request for Quotation (RFQ) is Rubean Varghese, who can be reached via email at rubean.j.varghese.civ@us.navy.mil.

PERFORMANCE WORK STATEMENT

Defense-Wide Budget Assessment and Analysis Tool

1.0 INTRODUCTION

The Center for Applied Strategic Learning (CASL) is the strategic lab component of the student learning experience at the National Defense University (NDU). CASL’s mission is to develop challenging and complex games, exercises, models, and simulations (GEMS) designed to meet the learning outcomes as directed by the Officer Professional Military Education Policy (OPMEP), Joint Chiefs of Staff’s vision for JPME, College learning objectives, and other guiding documents. GEMS allow students and policymakers to apply concepts they are learning or testing, using realistic scenarios and experiential education activities.

CASL creates environments where teaching faculty can perform authentic assessments of their students, individually and collectively. CASL’s wargaming faculty serve as NDU’s resident experts in the field of GEMS and experiential education. CASL’s wargaming faculty work closely with all components, including the component colleges and the NDU Library and Learning Center, to ensure the faculty have the ability to perform authentic assessments of their students, individually and collectively using GEMS. Further, in support of policymakers, CASL ensures its GEMS provide creative opportunities for holistic examination of current and potential future challenges in a low-threat environment. CASL also conducts and supports research and analysis relevant to JPME as well as providing strategic support to national security stakeholders. (CJCSI 1801.01G dated 15 Apr 2024).

In its core modeling and exercise work, CASL collaborates with NDU entities: Five (5) NDU colleges, including National War College (NWC), College of International Security Affairs (CISA), Dwight D.

Eisenhower School for National Security and Resource Strategy (ES), College of Information and Cyberspace (CIC), and Joint Forces Staff College (JFSC) and other DoD and non-DoD stakeholders. CASL exercises ensure collaboration among these agencies and departments. Collaboration is enhanced/enabled by its dual stakeholder audiences of those government leaders heading national and international policy‐ making and implementation, and those in the JPME environment preparing for such roles.

2.0 BACKGROUND

NDU is an institution of higher education funded by the United States Department of Defense and intended to facilitate high-level education, research and supports the development of national security policy, strategy and operational plans. It is chartered by the Joint Chiefs of Staff to deliver JPME, with Vice Admiral Peter A Garvin, USN as its current president. Its headquarters and the largest campus is located at Fort Lesley McNair in Washington, D.C. It has additional campuses in Norfolk, VA, Fort Liberty, NC and supports periodic satellite seminars at the Combatant Command headquarters.

NDU’s chartered mission is to educate joint warfighters and other national security leaders in critical thinking and the creative application of military power to inform national strategy and globally integrated operations, under conditions of disruptive change, in order to prevail in war, peace, and competition. CASL is tasked to integrate the gaming community’s best practices and methodology – and ensuring it provides rich, engaging, and dynamic exercises to the students of NDU in support of Outcomes Based Military Education (OBME) and the Officers Professional Military Education Policy (OPMEP). CASL aligns its exercises to OPMEP and NDU Policy as well as other guiding documents such as the National Security Strategy (NSS), National Defense Strategy (NDS), and National Military Strategy (NMS). Its exercises provide one method of authentic assessment for Faculty members and Colleges to demonstrate graduates’ learning.

CASL is seeking opportunities to implement budgeting and budgetary assessment tools into its exercises in support of JPME. CASL requires a tool with ability to have faculty and students engage with DOD budgets across the FYDP to explore opportunities for growth in funding or mitigate impact of decreasing budgets, as witnessed during events such as sequestration.

3.0 SCOPE

Strategic Choices Tool: software that is proprietary to the Center for Strategic and Budgetary Assessments (CSBA) to integrate Department of Defense (DoD) budget data that will enable faculty to conduct authentic assessment of student decision-making, visualize strategic trade-offs in defense budgeting and to facilitate experiential learning through realistic budget scenarios.

The contractor shall provide non-personal, technical services to the Center for Applied Strategic Learning in support of its exercise and gaming program, specific to its exercise(s) examining the trade-offs of changes to the Defense Budget and its budgeting processes. The exercise(s) will require use of a database tool to allow for manipulation of the Department of Defense future year spending. This tool must be able to allow for direct manipulation of programmatic data sets, thereby allowing students to increase their understanding of how to strategically rebalance the defense budget and examine and explain the tradeoffs used to the faculty.

The database shall have the ability to instantly analyze and summarize the impact of specific programmatic decisions in order to achieve desired learning objectives and allow for a complete discussion of the relative importance of varying components of the defense budget throughout the entirety of the exercise.

4.0 TASKS

4.1 The contractor shall provide students details involved in developing specific resource program recommendations as part of the defense and military strategies at the level of senior leaders serving on DoD, Joint, and Service Staffs.

4.2 The contractor shall provide database support for the conduct of the exercise to utilize external expertise and database development not present at the National Defense University. Using this database will increase the exercise's realism and granularity, ensure the teaching points can be achieved in the time allowed for it, and meet the learning objectives of the courses of the National Defense University.

4.3 The contractor shall provide remote technical support services that shall provide login IDs to access the online program and respond to questions and technical issues remotely. Remote technical support may also add a limited number of additional programmatic options to the database. In-person technical support and/or analysts will also be required on exercise day(s) in order to assist students, faculty, and CASL control staff in the event of problems using the database or manipulating the data. In addition, on-site staff will generate customized graphics illustrating exercise results.

4.4 The contractor shall provide an unclassified database with Department Defense (DoD) Program Objective Memorandum (POM) information for Defense agencies and Military services. The database must incorporate the following features:

Cover two Future Years Defense Plans (FYDP) for the years FY2026 to 2035.

Provide current and realistic as possible DoD program information.

Operate effectively in a distributed fashion for approximately 200 individuals simultaneously.

Provide instantaneous results for choices made.

Provide numerical and descriptive information within services regarding defense programs by fiscal year at a high level of granularity.

Present options, track choices, sum/decrement choices, and total choices by turn and exercise overall.

Contains the ability to play up to two exercise turns as necessary. Options selected in turn one must be able to affect available options in turn two.

Allow students access to the tool to familiarize themselves with the options up to one week prior to each exercise.

4.5 The unclassified database shall be able to revert to turn one data by the end–user (student – ideally) or at a minimum through dedicated technical support during the exercise's execution phase.

4.6 Student game players shall be able to utilize game components on desktop computer and tablet-like devices, including Windows, Apple, and Android devices.

4.7 Training support before each exercise shall give users sufficient instruction to effectively use the database and tool.

4.8 CASL faculty and select NDU faculty shall have continuous coverage to the software tool for preparation, design, and planning of the exercises.

5.0 Data Considerations

5.1 Quality. Preparatory materials required to allow student role players to prepare for the conduct of the exercise. These can include information about the exercise and platform but are not limited to: how to operate the database, conduct of the exercise, defense program considerations, and reference information.

6.0 Deliverables and Due Dates: The Contractor shall provide the following deliverables in accordance with the schedule provided. Exercise-specific deliverables deadlines may vary widely based upon the needs of the government but will generally be submitted in alignment with individual game POA&Ms.

Deliverable Description Frequency Medium/Format Submit To

Kick Off Meeting Updated Task Addendum to the Contractor’s Quality Control Plan

Within 5 days of contract award

Electronically Format: Agreed upon format with the COR.

COR

Monthly Progress Report

Monthly Reports Within the 5th workday of the following month

Electronically Format: Agreed upon format with the COR.

COR

NWC Exercise On-site technical support throughout the multi-day exercise

08 January 2026 Electronically Format: Agreed upon format with the COR.

COR

ES Exercises On-site technical support throughout the multi-day exercises

23-26 March 2026 Electronically Format: Agreed upon format with

COR

the COR.

CIC Exercise On-site technical support throughout the single-day exercise

Date to be set by CASL Electronically Format: Agreed upon format with the COR.

COR

Distance Learning Exercises

Remote technical support for up to 4 distance learning or CASL led exercises

Date to be set by CASL Electronically Format: Agreed upon format with the COR.

COR

1. NDU will review the contract deliverables for technical acceptability.

2. The contractor shall correct any deficient deliverables within 15 days of NDU’s notice of deficiency.

3. The contractor shall correct any deficiencies at no additional cost to the Government.

7.0 Release of Information: Project-related documentation developed in support of this Performance Work Statement is not publicly releasable and shall be marked with the appropriate Controlled Unclassified Information (CUI) restrictions as directed by the Government. The contractor shall comply with these restrictions.

8.0 Data Rights: The database and base information belongs to the contractor. However, the government has rights to extracts of information from the database as manipulated by the student participants. This information will be used to examine the critical thinking and tradeoffs executed by the students throughout the course of the exercise. These information sets will be protected from public disclosure by the National Defense University and the contractor.

9.0 Kickoff Meeting: The contractor shall attend the joint Government and contractor kickoff meeting to review, at a minimum, the Performance Work Statement requirements. The Government reserves the right to review any other aspects of the contract. The contractor is not authorized to disclose or distribute any work products or deliverables produced under this contract to any individuals or organizations beyond the Government entities listed in this contract. Clause FAR 52.227-14 applies.

10.0 Monthly Progress Reports (MPRs):

The contractor shall prepare and submit Monthly Progress Reports delivered via electronic format. These managerial reports shall include the following elements:

Contractor’s name and address Contract number, Order Number, Act Number, and/or Task Order ID Number Date of Report Period (calendar month) covered by the report, including partial months if the task starts and/or ends in the middle of a month.

Description of progress made during period reported, including status of all deliverables, problem areas encountered and resolutions, other direct costs incurred, and tracking of order value with amounts billed

Plans and recommendations for activities during the following reporting period

11.0 Place of Performance:

The contractor shall perform the majority of the work at their facility. However, during exercises the contractor team will provide support at the National Defense University, Washington, DC. Off-site work must be conducted in accordance with vendor and USG standards for a safe work environment.

12.0 Period of Performance:

The contract will consists of a 12-month base period plus one (1) 12-month option period.

Base Period: 30 September 2025 – 29 September 2026

Option I: 30 September 2026 – 29 September 2027

13.0 Security Requirements: This work is unclassified. The contractor shall mark, safeguard, manage, and protect all data at the unclassified level.

14.0 Contractor-furnished Items: Unless specifically stated herein as Government-furnished items, the Contractor shall provide materials, equipment, and miscellaneous items necessary to fulfill the Government’s requirements.

15.0 Contractor Identification: Contractor personnel shall identify themselves as a Contractor when attending meetings, responding by telephone on matters regarding this order, and where their Contractor status is not obvious to third parties (i.e., e-mail). Contractor personnel shall mark, when applicable, documents as being Contractor-prepared and ensure their participation as a Contractor is appropriately disclosed.

16.0 Payment Procedures, Invoicing and Invoice Requirements:

All invoices and payments shall be processed via the Wide Area Workflow (WAWF), which is the U.S.

Government’s web-based system for electronic payments of supplies and services.

17.0 Points of Contact:

NDU Project Manager (PM)

The NDU Project Manager is responsible for overseeing the Contractor’s technical performance and responding to matters of a technical nature. The NDU PM will provide technical information and answer questions of a technical nature.

Technical POC

The technical point of contact (POC) is the Government’s on-site point of contact who will assist the Contractor with obtaining access to the site, coordinate delivery of Government-furnished equipment and documents, and conduct inspections with the GSA PM.

18.0 Conduct of Contractor Personnel: If the Contracting Officer finds it to be in the best interest of the Government, he/she may at any time during the performance of the contract order the Contractor to remove its personnel from further performance under this contract for reasons of moral character, unethical conduct, security reasons, or violation of installation regulations. In the event that it becomes necessary to replace any Contractor personnel for any of the above reasons, the Contractor shall bear all costs associated with such removal, including the costs for the replacement of any personnel so removed. These costs will not be chargeable to the Government.

19.0 Accident Reporting Procedures:

In the event of an accident on Government property or involving Government personnel or property, the Contractor shall submit a report within 72 hours of the accident to the Contracting Officer in letter form that includes the following:

The time and date of occurrence The place of occurrence A list of personnel directly involved A narrative or description of the accident to include chronological order of the accident and circumstances.

SMALL BUSINESS JOINT VENTURE

A small business joint venture offeror must submit, with its offer, the representation required in paragraph (c) of FAR solicitation provision 52.212-3, Offeror Representations and Certifications-Commercial Products and Commercial Services, and paragraph (c) of FAR solicitation provision 52.219-1, Small Business Program Representations, in accordance with 52.204-8(d) and 52.212-3(b) for the following categories:

(A) Small business;

(B) Service-disabled veteran-owned small business;

(C) Women-owned small business (WOSB) under the WOSB Program;

(D) Economically disadvantaged women-owned small business under the WOSB Program; or

(E) Historically underutilized business zone small business.

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 12 Months NDU CASL CSBA Software Services

FFP

CSBA software services IAW the performance work statement as established herein.

FOB: Destination

MILSTRIP: HQ0100525687

PURCHASE REQUEST NUMBER: HQ0100525687

PSC CD: DA10

NET AMT

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

1001 12 Months OPTION NDU CASL CSBA Software Services

FFP

CSBA software services IAW the performance work statement as established herein.

FOB: Destination

MILSTRIP: HQ0100525687

PURCHASE REQUEST NUMBER: HQ0100525687

PSC CD: DA10

NET AMT

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

DELIVERY INFORMATION

CLIN DELIVERY DATE QUANTITY SHIP TO ADDRESS DODAAC /

CAGE

0001 POP 30-SEP-2025 TO

29-SEP-2026

N/A NATIONAL DEFENSE UNIVERSITY

SHARON WILLIAMS

260 5TH AVENUE, SW ABRAHAM

LINCOLN HALL, BLDG

LESLEY J. MCNAIR

WASHINGTON DC 20319-5062

202-685-4252 FOB: Destination

HQ0100

1001 POP 30-SEP-2026 TO

29-SEP-2027

N/A NATIONAL DEFENSE UNIVERSITY

SHARON WILLIAMS

300 5TH AVENUE, FORT LESLEY J.

MCNAIR

BUILDING 62

WASHINGTON DC 20319

2026853370 FOB: Destination

HQ0100

CLAUSES INCORPORATED BY REFERENCE

52.203-12 Limitation On Payments To Influence Certain Federal

Transactions

JUN 2020

52.204-7 System for Award Management NOV 2024 52.204-9 Personal Identity Verification of Contractor Personnel JAN 2011 52.204-13 System for Award Management Maintenance OCT 2018 52.204-16 Commercial and Government Entity Code Reporting AUG 2020 52.204-18 Commercial and Government Entity Code Maintenance AUG 2020 52.204-21 Basic Safeguarding of Covered Contractor Information

Systems

NOV 2021

52.204-25 Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment

NOV 2021

52.204-29 Federal Acquisition Supply Chain Security Act Orders-- Representation and Disclosures.

DEC 2023

52.209-7 Information Regarding Responsibility Matters OCT 2018 52.209-10 Prohibition on Contracting With Inverted Domestic

Corporations

NOV 2015

52.212-1 Instructions to Offerors--Commercial Products and Commercial Services

SEP 2023

52.212-4 Contract Terms and Conditions--Commercial Products and Commercial Services

NOV 2023

52.217-5 Evaluation Of Options JUL 1990 52.223-5 Pollution Prevention and Right-to-Know Information MAY 2024 52.224-1 Privacy Act Notification APR 1984 52.224-2 Privacy Act APR 1984 52.232-39 Unenforceability of Unauthorized Obligations JUN 2013 52.233-2 Service Of Protest SEP 2006 52.237-2 Protection Of Government Buildings, Equipment, And

Vegetation

APR 1984

52.245-1 Government Property SEP 2021 52.247-34 F.O.B. Destination JAN 1991 52.248-1 Value Engineering JUN 2020 252.203-7000 Requirements Relating to Compensation of Former DoD

Officials

SEP 2011

252.203-7002 Requirement to Inform Employees of Whistleblower Rights DEC 2022 252.204-7003 Control Of Government Personnel Work Product APR 1992 252.204-7004 Antiterrorism Awareness Training for Contractors JAN 2023 252.204-7012 (Dev) Safeguarding Covered Defense Information and Cyber

Incident Reporting (DEVIATION 2024-O0013 REVISION 1)

MAY 2024

252.204-7015 Notice of Authorized Disclosure of Information for Litigation Support

JAN 2023

252.204-7018 Prohibition on the Acquisition of Covered Defense Telecommunications Equipment or Services

JAN 2023

252.204-7022 Expediting Contract Closeout MAY 2021 252.204-7023 Reporting Requirements for Contracted Services. JUL 2021 252.204-7024 Notice on the Use of the Supplier Performance Risk System MAR 2023 252.209-7004 Subcontracting With Firms That Are Owned or Controlled By

The Government of a Country that is a State Sponsor of Terrorism

MAY 2019

252.219-7011 Notification to Delay Performance JUN 1998 252.223-7006 Prohibition On Storage, Treatment, and Disposal of Toxic or

Hazardous Materials

SEP 2014

252.223-7008 Prohibition of Hexavalent Chromium JAN 2023 252.225-7048 Export-Controlled Items JUN 2013 252.225-7052 Restriction on the Acquisition of Certain Magnets, Tantalum, and Tungsten.

MAY 2024

252.225-7055 Representation Regarding Business Operations with the Maduro Regime

MAY 2022

252.225-7056 Prohibition Regarding Business Operations with the Maduro Regime

JAN 2023

252.225-7059 Prohibition on Certain Procurements from the Xinjiang Uyghur Autonomous Region - Representation

JUN 2023

252.225-7060 Prohibition on Certain Procurements from the Xinjiang Uyghur Autonomous Region

JUN 2023

252.227-7015 Technical Data--Commercial Products and Commercial Services

JAN 2025

252.227-7037 Validation of Restrictive Markings on Technical Data JAN 2025 252.232-7003 Electronic Submission of Payment Requests and Receiving

Reports

DEC 2018

252.232-7010 Levies on Contract Payments DEC 2006 252.237-7010 Prohibition on Interrogation of Detainees by Contractor

Personnel

JAN 2023

252.239-7009 Representation of Use of Cloud Computing SEP 2015 252.239-7010 Cloud Computing Services JAN 2023 252.239-7017 Notice of Supply Chain Risk DEC 2022 252.239-7018 Supply Chain Risk DEC 2022 252.244-7000 Subcontracts for Commercial Products or Commercial

Services

NOV 2023

252.245-7003 Contractor Property Management System Administration JAN 2025 252.247-7023 Transportation of Supplies by Sea OCT 2024

CLAUSES INCORPORATED BY FULL TEXT

52.204-24 REPRESENTATION REGARDING CERTAIN TELECOMMUNICATIONS AND VIDEO

SURVEILLANCE SERVICES OR EQUIPMENT (NOV 2021)

The Offeror shall not complete the representation at paragraph (d)(1) of this provision if the Offeror has represented that it "does not provide covered telecommunications equipment or services as a part of its offered products or services to the Government in the performance of any contract, subcontract, or other contractual instrument" in paragraph (c)(1) in the provision at 52.204-26, Covered Telecommunications Equipment or Services-- Representation, or in paragraph (v)(2)(i) of the provision at 52.212-3, Offeror Representations and Certifications- Commercial Products and Commercial Services. The Offeror shall not complete the representation in paragraph (d)(2) of this provision if the Offeror has represented that it "does not use covered telecommunications equipment or services, or any equipment, system, or service that uses covered telecommunications equipment or services" in paragraph (c)(2) of the provision at 52.204-26, or in paragraph (v)(2)(ii) of the provision at 52.212-3.

(a) Definitions. As used in this provision-

Backhaul, covered telecommunications equipment or services, critical technology, interconnection arrangements, reasonable inquiry, roaming, and substantial or essential component have the meanings provided in the clause 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment.

(b) Prohibition.

(1) Section 889(a)(1)(A) of the John S. McCain National Defense Authorization Act for Fiscal Year 2019 (Pub. L.

115-232) prohibits the head of an executive agency on or after August 13, 2019, from procuring or obtaining, or extending or renewing a contract to procure or obtain, any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system. Nothing in the prohibition shall be construed to--

(i) Prohibit the head of an executive agency from procuring with an entity to provide a service that connects to the facilities of a third-party, such as backhaul, roaming, or interconnection arrangements; or

(ii) Cover telecommunications equipment that cannot route or redirect user data traffic or cannot permit visibility into any user data or packets that such equipment transmits or otherwise handles.

(2) Section 889(a)(1)(B) of the John S. McCain National Defense Authorization Act for Fiscal Year 2019 (Pub. L.

115-232) prohibits the head of an executive agency on or after August 13, 2020, from entering into a contract or extending or renewing a contract with an entity that uses any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system. This prohibition applies to the use of covered telecommunications equipment or services, regardless of whether that use is in performance of work under a Federal contract. Nothing in the prohibition shall be construed to--

(i) Prohibit the head of an executive agency from procuring with an entity to provide a service that connects to the facilities of a third-party, such as backhaul, roaming, or interconnection arrangements; or

(ii) Cover telecommunications equipment that cannot route or redirect user data traffic or cannot permit visibility into any user data or packets that such equipment transmits or otherwise handles.

(c) Procedures. The Offeror shall review the list of excluded parties in the System for Award Management (SAM) (https://www.sam.gov) for entities excluded from receiving federal awards for "covered telecommunications equipment or services."

(d) Representations. The Offeror represents that--

(1) It [ ___ ] will, [ ___ ] will not provide covered telecommunications equipment or services to the Government in the performance of any contract, subcontract or other contractual instrument resulting from this solicitation. The Offeror shall provide the additional disclosure information required at paragraph (e)(1) of this section if the Offeror responds "will" in paragraph (d)(1) of this section; and

(2) After conducting a reasonable inquiry, for purposes of this representation, the Offeror represents that--

It [ ___ ] does, [ ___ ] does not use covered telecommunications equipment or services, or use any equipment, system, or service that uses covered telecommunications equipment or services. The Offeror shall provide the additional disclosure information required at paragraph (e)(2) of this section if the Offeror responds "does" in paragraph (d)(2) of this section.

(e) Disclosures.

(1) Disclosure for the representation in paragraph (d)(1) of this provision. If the Offeror has responded "will" in the representation in paragraph (d)(1) of this provision, the Offeror shall provide the following information as part of the offer:

(i) For covered equipment--

(A) The entity that produced the covered telecommunications equipment (include entity name, unique entity identifier, CAGE code, and whether the entity was the original equipment manufacturer (OEM) or a distributor, if known);

(B) A description of all covered telecommunications equipment offered (include brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); and

(C) Explanation of the proposed use of covered telecommunications equipment and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(1) of this provision.

(ii) For covered services--

(A) If the service is related to item maintenance: A description of all covered telecommunications services offered (include on the item being maintained: Brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); or

(B) If not associated with maintenance, the Product Service Code (PSC) of the service being provided; and explanation of the proposed use of covered telecommunications services and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(1) of this provision.

(2) Disclosure for the representation in paragraph (d)(2) of this provision. If the Offeror has responded "does" in the representation in paragraph (d)(2) of this provision, the Offeror shall provide the following information as part of the offer:

(i) For covered equipment--

(A) The entity that produced the covered telecommunications equipment (include entity name, unique entity identifier, CAGE code, and whether the entity was the OEM or a distributor, if known);

(B) A description of all covered telecommunications equipment offered (include brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); and

(C) Explanation of the proposed use of covered telecommunications equipment and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(2) of this provision.

(ii) For covered services--

(A) If the service is related to item maintenance: A description of all covered telecommunications services offered (include on the item being maintained: Brand; model number, such as OEM number, manufacturer part number, or wholesaler number; and item description, as applicable); or

(B) If not associated with maintenance, the PSC of the service being provided; and explanation of the proposed use of covered telecommunications services and any factors relevant to determining if such use would be permissible under the prohibition in paragraph (b)(2) of this provision.

(End of provision)

52.204-26 COVERED TELECOMMUNICATIONS EQUIPMENT OR SERVICES--REPRESENTATION (OCT

2020)

(a) Definitions. As used in this provision, “covered telecommunications equipment or services” and "reasonable inquiry" have the meaning provided in the clause 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment.

(b) Procedures. The Offeror shall review the list of excluded parties in the System for Award Management (SAM) (https://www.sam.gov) for entities excluded from receiving federal awards for “covered telecommunications equipment or services”.

(c) Representations.

(1) The Offeror represents that it [ ___ ] does, [ ___ ] does not provide covered telecommunications equipment or services as a part of its offered products or services to the Government in the performance of any contract, subcontract, or other contractual instrument.

(2) After conducting a reasonable inquiry for purposes of this representation, the offeror represents that it [ ___ ] does, [ ___ ] does not use covered telecommunications equipment or services, or any equipment, system, or service that uses covered telecommunications equipment or services.

52.212-3 OFFEROR REPRESENTATIONS AND CERTIFICATIONS--COMMERCIAL PRODUCTS AND

COMMERCIAL SERVICES (MAY 2024) ALTERNATE I (FEB 2024)

The Offeror shall complete only paragraph (b) of this provision if the Offeror has completed the annual representations and certification electronically in the System for Award Management (SAM) accessed through https://www.sam.gov. If the Offeror has not completed the annual representations and certifications electronically, the Offeror shall complete only paragraphs (c) through (v) of this provision.

(a) Definitions. As used in this provision --

"Covered telecommunications equipment or services" has the meaning provided in the clause 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment.

"Economically disadvantaged women-owned small business (EDWOSB) concern" means a small business concern that is at least 51 percent directly and unconditionally owned by, and the management and daily business operations of which are controlled by, one or more women who are citizens of the United States and who are economically disadvantaged in accordance with 13 CFR part 127, and the concern is certified by SBA or an approved third-party certifier in accordance with 13 CFR 127.300. It automatically qualifies as a women-owned small business eligible under the WOSB Program.

"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.

"Highest-level owner" means the entity that owns or controls an immediate owner of the offeror, or that owns or controls one or more entities that control an immediate owner of the offeror. No entity owns or exercises control of the highest level owner.

"Immediate owner" means an entity, other than the offeror, that has direct control of the offeror. Indicators of control include, but are not limited to, one or more of the following: Ownership or interlocking management, identity of interests among family members, shared facilities and equipment, and the common use of employees.

"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 product and service codes (PSCs) 1000-9999, except--

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

(2) Product or Service Group (PSG) 87, Agricultural Supplies;

(3) PSG 88, Live Animals;

(4) PSG 89, Subsistence;

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

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

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

(8) PSC 9610, Ores;

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

(10) PSC 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.

"Predecessor" means an entity that is replaced by a successor and includes any predecessors of the predecessor.

"Reasonable inquiry" has the meaning provided in the clause 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment.

"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 (SDVOSB) concern" means a small business concern--

(1)(i) Not less than 51 percent of which is owned and controlled 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; or

(2) A small business concern eligible under the SDVOSB Program in accordance with 13 CFR part 128 (see subpart 19.14).

(3) Service-disabled veteran, as used in this definition, 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), and who is registered in the Beneficiary Identification and Records Locator Subsystem, or successor system that is maintained by the Department of Veterans Affairs' Veterans Benefits Administration, as a service-disabled veteran.

"Service-disabled veteran-owned small business (SDVOSB) concern eligible under the SDVOSB Program" means an SDVOSB concern that--

(1) Effective January 1, 2024, is designated in the System for Award Management (SAM) as certified by the Small Business Administration (SBA) in accordance with 13 CFR 128.300; or

(2) Has represented that it is an SDVOSB concern in SAM and submitted a complete application for certification to SBA on or before December 31, 2023.

"Service-disabled veteran-owned small business (SDVOSB) Program" means a program that authorizes contracting officers to limit competition, including award on a sole-source basis, to SDVOSB concerns eligible under the SDVOSB Program.

"Small business concern"--

(1) Means a concern, including its affiliates, that is independently owned and operated, not dominant in its field of operation, and qualified as a small business under the criteria in 13 CFR part 121 and size standards in this solicitation.

(2) Affiliates, as used in this definition, means business concerns, one of whom directly or indirectly controls or has the power to control the others, or a third party or parties control or have the power to control the others. In determining whether affiliation exists, consideration is given to all appropriate factors including common ownership, common management, and contractual relationships. SBA determines affiliation based on the factors set forth at 13

CFR 121.103.

"Small disadvantaged business concern, consistent with 13 CFR 124.1001", 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 the threshold at 13 CFR 124.104(c)(2) 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.

"Successor" means an entity that has replaced a predecessor by acquiring the assets and carrying out the affairs of the predecessor under a new name (often through acquisition or merger). The term "successor" does not include new offices/divisions of the same company or a company that only changes its name. The extent of the responsibility of the successor for the liabilities of the predecessor may vary, depending on State law and specific circumstances.

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

(1) Not less than 51 percent of which is owned and controlled 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 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 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 the stock of which is owned by one or more women; and

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

"Women-owned small business (WOSB) concern eligible under the WOSB Program" (in accordance with 13 CFR part 127), means a small business concern that is at least 51 percent directly and unconditionally owned by, and the management and daily business operations of which are controlled by, one or more women who are citizens of the United States, and the concern is certified by SBA or an approved third-party certifier in accordance with 13 CFR 127.300.

(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 in SAM.

(2) The offeror has completed the annual representations and certifications electronically in SAM accessed through http://www.sam.gov. After reviewing SAM 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 Products and Commercial Services, have been entered or updated in the last 12 months, are current, accurate, complete, and applicable to this solicitation (including the business size standard(s) applicable to the NAICS code(s) referenced for this solicitation), at the time this offer is submitted and are incorporated in this offer by reference (see FAR 4.1201), except for paragraphs ___

[Offeror to identify the applicable paragraphs at (c) through (v) 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 electronically on SAM.]

(c) Offerors must complete the following representations when the resulting contract is for supplies to be delivered or services to be performed in the United States or its outlying areas, or when the contracting officer has applied part 19 in accordance with 19.000(b)(1)(ii). Check all that apply.

(1) Small business concern. The offeror represents as part of its offer that--

(i) It [ ___ ] is, [ ___ ] is not a small business concern; or

(ii) It [ ___ ] is, [ ___ ] is not a small business joint venture that complies with the requirements of 13 CFR 121.103(h) and 13 CFR 125.8(a) and (b). [The offeror shall enter the name and unique entity identifier of each party to the joint venture: ___ ]

(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) SDVOSB 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 that it [ ___ ] is, [ ___ ] is not an SDVOSB concern.

(4) SDVOSB concern joint venture eligible under the SDVOSB Program. The offeror represents that it [ ___ ] is, [ ___ ] is not an SDVOSB joint venture eligible under the SDVOSB Program that complies with the requirements of 13 CFR 128.402. [Complete only if the offeror represented itself as an SDVOSB concern in paragraph (c)(3) of this provision.] [The offeror shall enter the name and unique entity identifier of each party to the joint venture:

(5) 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 124.1001.

(6) 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.

(7) WOSB joint venture eligible under the WOSB Program. The offeror represents that it [ ___ ] is, [ ___ ] is not a joint venture that complies with the requirements of 13 CFR 127.506(a) through (c). [The offeror shall enter the name and unique entity identifier of each party to the joint venture: ___ .]

(8) Economically disadvantaged women-owned small business (EDWOSB) joint venture. The offeror represents that it [ ___ ] is, [ ___ ] is not a joint venture that complies with the requirements of 13 CFR 127.506(a) through (c).

[The offeror shall enter the name and unique entity identifier of each party to the joint venture: ___ .]

Note to paragraphs (c)(9) and (10): Complete paragraphs (c)(9) and (10) only if this solicitation is expected to exceed the simplified acquisition threshold.

(9) 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.

(10) 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: _________

(11) HUBZone 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--

(i) It [ ___ ] is, [ ___ ] is not a HUBZone small business concern listed, on the date of this representation, as having been certified by SBA as a HUBZone small business concern in the Dynamic Small Business Search and SAM, and will attempt to maintain an employment rate of HUBZone residents of 35 percent of its employees during performance of a HUBZone contract (see 13 CFR 126.200(e)(1)); and

(ii) It [ ___ ] is, [ ___ ] is not a HUBZone joint venture that complies with the requirements of 13 CFR 126.616(a) through (c). [The offeror shall enter the name and unique entity identifier of each party to the joint venture: ___ .] Each HUBZone small business concern participating in the HUBZone joint venture shall provide representation of its HUBZone status.

(12) (Complete if the offeror has represented itself as disadvantaged in paragraph (c)(5) 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.

(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 to the Equal Opportunity clause of this solicitation, 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…