N4571A-25-R-0015.pdf

SOLICITATION, OFFER AND AWARD

1. THIS CONTRACT IS A RATED ORDER

UNDER DPAS (15 CFR 700)

RATING PAGE OF PAGE

1 78

2. CONTRACT NUMBER 3. SOLICITATION NUMBER 4. TYPE OF SOLICITATION

SEALED BID (IFB)

NEGOTIATED (RFP)

5. DATE ISSUED 6. REQUISITION/PURCHASE

NUMBER

N4571A-25-R-0015 12 NOV 2025 PR 4804

7. ISSUED BY CODE 8. ADDRESS OFFER TO (If other than item 7)

COMMANDER, NAVY INSTALLATIONS COMMAND

NAF ACQUISITIONS BRANCH N945

5720 INTEGRITY DRIVE LASSEN BUILDING 457

MILLINGTON, TN 38055-6500

POC: JASMYN PAYNE, 901-874-6931

JASMYN.M.PAYNE.NAF@US.@NAVY.MIL

NOTE: In sealed bid solicitations “offer” and “Offeror” mean “bid” and “bidder”.

SOLICITATION

9. Sealed offers in original and 1 copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if hand carried, in the depository located in 5720 Integrity Drive, Bldg 457, RM 319 until 3:00 local time 11 December 2025

(Hour) (Date) CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. L-6. All offers are subject to all terms and conditions contained in this solicitation.

10. FOR

INFORMATION

CALL:

A. NAME B. TELEPHONE (NO COLLECT CALLS) C. E-MAIL ADDRESS

JASMYN PAYNE

AREA CODE NUMBER EXT.

jasmyn.m.payne.naf@us.navy.mil 901 874 - 6931

11. TABLE OF CONTENTS

(X) SEC. DESCRIPTION PAGE(S) (X) SEC. DESCRIPTION PAGE(S)

PART I - THE SCHEDULE PART II - CONTRACT CLAUSES

X A SOLICITATION/CONTRACT FORM 1 X I CONTRACT CLAUSES 22-50

X B SUPPLIES OR SERVICES AND PRICES/COSTS 3 PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

X C DESCRIPTION/SPECS./WORK STATEMENT 4-19 X J LIST OF ATTACHMENTS 50

D PACKAGING AND MARKING / PART IV - REPRESENTATIONS AND INSTRUCTIONS

X E INSPECTION AND ACCEPTANCE 19 X

K

REPRESENTATIONS, CERTIFICATIONS AND OTHER

STATEMENTS OF OFFERORS

51-66

X F DELIVERIES OR PERFORMANCE 20

X G CONTRACT ADMINISTRATION DATA 20-21 X L INSTRS., CONDS., AND NOTICES TO OFFERORS

X H SPECIAL CONTRACT REQUIREMENTS / X M EVALUATION FACTORS FOR AWARD 73-76

OFFER (Must be fully completed by Offeror)

12. In compliance with the above, the undersigned agrees, if this offer is accepted within calendar days (60 calendar days unless a different period is inserted by the Offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT 10 CALENDAR DAYS (%) 20 CALENDAR DAYS (%) 30 CALENDAR DAYS (%) CALENDAR DAYS (%)

(See Section I, Clause No. 17)

14. ACKNOWLEDGMENT OF AMEND-

MENTS (The Offeror acknowledges receipt of amendments to the SOLICITATION for Offerors and related documents numbered and dated):

AMENDMENT NO. DATE AMENDMENT NO. DATE

15A. NAME AND

ADDRESS

OF OFFEROR

CODE FACILITY 16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER

(Type or print)

15B. TELEPHONE NUMBER

15C. CHECK IF REMITTANCE ADDRESS

IS DIFFERENT FROM ABOVE - ENTER

SUCH ADDRESS IN SCHEDULE.

17. SIGNATURE 18. OFFER DATE

AREA CODE NUMBER EXT.

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

NON APPROPRIATED FUNDS

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

23. SUBMIT INVOICES TO ADDRESS

SHOWN IN (4 copies unless otherwise specified)

ITEM

10 U.S.C. 2304(c) ( ) 41 U.S.C. 253(c) ( ) See Section G

24. ADMINISTERED BY (If other than Item 7) CODE 25. PAYMENT WILL BE MADE BY CODE

See Section G

26. NAME OF CONTRACTING OFFICER (Type or print) 27. UNITED STATES OF AMERICA 28. AWARD DATE

(Signature of Contracting Officer)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (REV. 9-97)

Prescribed by GSA - FAR (48 CFR) 53.214 (c)

N4571A-25-R-0015

PART I, SECTION B: SUPPLIES OR SERVICES AND PRICES/COSTS

B-1. GENERAL. This is a procurement of the Commander, Navy Installations Command (CNIC) Morale, Welfare, and Recreation (MWR) Nonappropriated Funds Instrumentality (NAFI), hereinafter referred to as

NAFI.

B-2. TYPE OF CONTRACT. It is anticipated that this solicitation is to be awarded as a Firm-Fixed-Price type contract with a Base Year of One (1) year with Three (3) One-Year option periods.

B-3. SERVICES COST SCHEDULE. Offeror is to fill in the proposed pricing table below. The Government anticipates a labor mix from the below list of CLINS.

B-4. AWARD. Upon award of contract, Sections K, L, and M of the solicitation will be removed, and the

Contractor’s technical proposal, including any revisions will be incorporated by reference, subject to Clause

NARS.I015 (Order of Precedence).

B-5.

Base Year & All Option Years Total Estimated Price $ _______________

(END OF SECTION B)

CLIN CLIN Description CLIN Type Unit Qty Proposed Unit Cost Proposed Total Cost

CLIN 0001 Program Management FFP Monthly 12 $ $

CLIN 0002 Ongoing Development, Enactment and

Operationalizing of Interstate Compacts

FFP Monthly 12 $ $

CLIN 0003 Optional Labor CLIN NTE 12 $ $

CLIN 0004

Travel NTE $ 7,000.00 7,000.00$

Materials, Supplies, Postage NTE $ 5,000.00 5,000.00$

CLIN CLIN Description CLIN Type Unit Qty Proposed Unit Cost Proposed Total Cost

CLIN 1001 Program Management FFP Monthly 12 $ $

CLIN 1002 Ongoing Development, Enactment and

Operationalizing of Interstate Compacts

FFP Monthly 12 $ $

CLIN 1003 Optional Labor CLIN 12 $ $

CLIN 1004

Travel NTE $ 7,000.00 7,000.00$

Materials, Supplies, Postage NTE $ 5,000.00 5,000.00$

CLIN CLIN Description CLIN Type Unit Qty Proposed Unit Cost Proposed Total Cost

CLIN 2001 Program Management FFP Monthly 12 $ $

CLIN 2002 Ongoing Development, Enactment and

Operationalizing of Interstate Compacts

FFP Monthly 12 $ $

CLIN 2003 Optional Labor CLIN Monthly 12 $ $

CLIN 2004

Travel NTE $ 7,000.00 7,000.00$

Materials, Supplies, Postage NTE $ 5,000.00 5,000.00$

CLIN CLIN Description CLIN Type Unit Qty Proposed Unit Cost Proposed Total Cost

CLIN 3001 Program Management FFP Monthly 12 $ $

CLIN 3002 Ongoing Development, Enactment and

Operationalizing of Interstate Compacts

FFP Monthly 12 $ $

CLIN 3003 Optional Labor CLIN Monthly 12 $ $

CLIN 3004 Other Direct Costs

Travel NTE $ 7,000.00 7,000.00$

Materials, Supplies, Postage NTE $ 5,000.00 5,000.00$

Other Direct Costs

Other Direct Costs

Option Year Three Period of Performance: October 1, 2028 - September 30, 2029

Option Year One

Option Year One Estimated Cost

Option Year Two

Other Direct Costs

CLIN Structure

Total Base Year Cost

Base Year

Option Year Three Estimated Cost

Option Year Two Estimated Cost

CLIN CLIN Description CLIN Type Unit Qty Proposed Unit Cost Proposed Total Cost

CLIN 3001 Program Management FFP Monthly 12 $ $

CLIN 3002 Ongoing Development, Enactment and

Operationalizing of Interstate Compacts

FFP Monthly 12 $ $

CLIN 3003 Optional Labor CLIN Monthly 12 $ $

CLIN 3004 Other Direct Costs

Travel NTE $ 7,000.00 7,000.00$

Materials, Supplies, Postage NTE $ 5,000.00 5,000.00$

$ Option Year Three Estimated Cost

Option Year Three

PART I, SECTION C: PERFORMANCE WORK STATEMENT

C-1. INTRODUCTION

The Office of the Deputy Assistant Secretary of Defense for Military Community and Family Policy

(DASD(MC&FP)) is directly responsible for programs and policies that establish and support community quality-of-life programs for service members and their families worldwide. This office serves as the focal point for coordination of the broad range of quality-of-life issues within the

Department of Defense (DoD). The Defense States Liaison Office (DSLO), within MC&FP, has worked with states across America to relieve the burdens around occupational licensure for military spouses; however, there remains inconsistency in state interpretation of statutory language related to occupational licensure for military spouses and how state licensing boards are required to follow those statutes.

For decades, members of the U.S. military and their families have been hampered by the vagaries of state occupational licensing regimes. Permanent Change of Station (PCS) moves for military personnel is burdensome for military spouses in licensed occupations. This situation impacts the short-and long-term financial situation for military families and often impacts the Service member choices for both PCS locations and viable options to relocate after the Service member leaves the military.

In FY2020, PUBLIC LAW 116–92 amended 10 USC 1784: Employment opportunities for military spouses authorizing the Department of Defense to enter into a Cooperative Agreement with the

Council of State Governments to develop occupational licensure compacts to “to alleviate the burden associated with relicensing in such an occupation by spouse of a members of the armed forces in connection with a permanent change of duty station of members to another State.”

This work was successfully completed and subsequent work, as identified in this contract was authorized to continue in Pub. L. 118–159, §581(a).

The Office of the Deputy Assistant Secretary of Defense for Military Community and Family Policy

(DASD(MC&FP)) will be hereafter identified as ‘DoD’.

C-2. OBJECTIVE

The contract objective is to support the development, enactment, and operationalizing of interstate occupational licensure compacts to address the multistate professional licensing issues impacting military members and spouses in state licensed occupations. These interstate compacts will allow military members and spouses in licensed occupations to more easily move to other states by creating uniform licensure standards of practice

The Contractor shall collaborate closely with DoD to establish and execute the overall project plan in accordance with the stated objectives. Drawing on existing research and practices by professional organizations, academics, and the state boards that regulate the profession, the Contractor shall facilitate the development, enactment, and operationalizing of model interstate compact legislation for occupational licensure by a coalition of members, professional groups, external stakeholders, state policymakers, the Government, and interstate compact experts.

The Contractor shall involve key stakeholders for each compact to provide guidance as the project plan is developed, serve as subject matter experts for deliberations, and contribute to the evaluation processes to ensure that gaps and barriers are identified and resolved in order to move the interstate compact through operationalizing.

C-3. MAIN CONTRACT OBJECTIVES

The primary objectives of the interstate licensure compacts are as follows:

Facilitate the adoption and operationalizing of the ten occupational licensure compacts developed through the

Cooperative Agreement (HDQMWR 20-C-0015) by providing the following resources and services:

• Strategic Adoption and Engagement Plan Development and Execution

• Legislative and Trend Tracking

• Legal Review, Analysis, and Assistance

• Compact Operationalization Support

Develop and execute a multi-year strategic plan to increase compact adoption, incorporating trend analysis, targeted outreach, coalition and partnership development, and stakeholder engagement. The plan must be supported by a comprehensive communications plan and educational materials.

Provide support for the operationalizing of compact commissions for the 10 compacts developed under

HDQMWR 20-C-0015 by providing project management support for the development of the CompactConnect data system. Develop and implement capacity-building programs, best practice guides, and ongoing education for new and existing compact commissions to enhance their operations when identified as required.

With mutual agreement from the DoD, the contractor may develop model interstate compact language to streamline practice requirements for military spouses. This effort would target professions with high military spouse impact and over 40,000 licensed practitioners.

C-4. APPLICABLE DOCUMENTS AND REFERENCES.

• (RESERVED)

C-5. TASK REQUIREMENTS.

Key requirements and assumptions for accomplishing the objectives in this document include:

• Contractor shall support the stated compact development, enactment, and operationalizing workplan for professional licensure compacts

• Development of new occupational licensure compacts shall not exceed a level of effort of

$950,000Contractor recognizes that as a recipient of Federal funds, Contractor is responsible for compliance with all applicable laws, regulations, and provisions of the contract.

Key activity requirements for overseeing development and execution of multiple interstate compacts include:

C-5.1. Compact Project Management Office

• Maintain a Project Management Office (PMO) – Contractor shall work closely with DoD to establish a PMO to oversee the portfolio of compact development, enactment, and operationalizing activities. The PMO will serve as a single point of contact for DoD work.

• The PMO will provide resources and staff to accomplish the following requirements:

• Technical Assistance and Education – Contractor shall provide ongoing stakeholder engagement and subject matter expertise to support increased licensing mobility for military spouses through enactment, and operationalizing of model interstate compact legislation for occupational licensure o Provide Legislative Education – Contractor may support state compact enactment activities, upon mutual agreement of DoD and CSG, by providing education for legislative staff, state regulators, executive branch officials, and 3rd party support organizations about the provisions of the compacts under this contract being considered, as well as the history and use of interstate compacts.

o Supporting activities may include:

• Presenting information and education at legislative committee meetings and hearings on the use and history of compacts.

• Answering inquiries, providing presentations and resources for state regulators, executive branch officials, legislators, and legislative staff.

• Providing educational presentations and resources to third party groups or organizations supporting the compacts in the states.

• Plan, attend, and provide direct technical assistance to stakeholders at in-person and virtual meetings related to compact enactment.

• Develop and deliver educational presentations and resources for legislators, regulators, executive branch officials, and third-party support organizations.

o Address common questions about compact provisions, including rulemaking, state sovereignty implications, immunity, costs, and operations.

Strategic Adoption and Engagement Plan

• Work closely with the DSLO to develop and execute a rolling 2-year strategic plan to increase compact adoption. The strategic plan will include the following:

o Trend Analysis: Identify trends enabling and hindering compact adoption across the nation.

o Develop a response to those trends hindering compacts, especially those driven by myths and rumors. This may be educational materials, specific outreach events, or providing legal expertise.

o Identify primary legislative sponsors/supporters, key legislative staff contacts, key agency contacts, and key external stakeholder contacts for those compacts which require adoption.

o Bring together a national Occupational Licensure Compact task force, to provide recommendations on the adoption and implementation of compacts. Utilize task force expertise to develop the strategic planning process and consensus recommendations for compact adoption.

o Develop tailored educational resources to maximize enabling trends and address challenges.

o Challenge Identification: Pinpoint key challenges in states with low adoption rates, particularly those with large military populations.

o Prioritize "Influencer" States: Focus on states most likely to increase adoption, influence other states, and benefit military families.

o Utilize diverse education and engagement methods, including in-person meetings, virtual platforms, and peer-to-peer interactions.

o Identify methods to engage a broader portfolio of stakeholders to support compact adoption.

o Conduct research and publish information, in professional venues, on the utilization and benefits of occupational licensure compacts.

Content Management and Resource Development

• Maintain accurate and up-to-date content on the CSG website informing stakeholders and the public about the DoD-CSG cooperative agreement work. Ensure access to information and educational materials on occupational licensure compacts, particularly content supporting the strategic plan and

DoD-developed compacts is readily available to stakeholders and partners on the project website.

• At least quarterly, review existing online legislative resource kits and as necessary update to ensure the most accurate information including:

- Relevant case studies

- Fiscal notes and projected state assessments (if applicable)

- Resolutions, endorsements, articles, and letters of support

- Interstate compact background information

- Information on compact legal issues, constitutional considerations, and sovereignty concerns

- Resources for stakeholders who want to support compact legislation

• Legal Review and Support (Continuing Requirement) o CSG, through its National Center for Interstate Compacts (NCIC), shall provide legal review of the legislation as it is introduced and approved by committees on the issue of modifications to the document and whether such modifications would void the

“contract” aspect of the compact language.

o Analyze proposed state compact legislation for consistency with the model language, ensuring modifications do not negatively impact the compact’s legal enforceability.

o Provide expert legal assistance to state policymakers and staff on the adoption and functionality of occupational licensure compacts.

o Provide legal expertise to states regarding issues involving state sovereignty and potential conflicts with existing state statutes. Assist states with identifying solutions to any potential conflicts.

o Provide staff support to answer technical questions, which may be legal in nature, from bill drafters.

o Conduct legal review of legislation at all stages to identify potential issues and ensure compliance with the compact’s intent. Make legal determinations on substantial changes to model compact legislation.

Trend Monitoring and Reporting

• Monitor the occupational licensure landscape for trends and developments related to compact adoption, universal licensure, the Servicemembers Civil Relief Act (SCRA) provisions, and other regulatory and policy actions impacting the licensure.

• As needed, participate in national level stakeholder and coordination meetings to provide education and information on the benefits of occupational licensure compacts.

o Provide quarterly updates on trends, demand for new compacts, and compact viability.

Coalition Building and Stakeholder Management

• Facilitate the establishment and ongoing coordination of compact coalition working groups in states seeking to adopt three or more compacts, at least one having been developed under the cooperative agreement and those states requiring additional support as determined in coordination with the

DSLO.

• In coordination with DoD, facilitate and support third-party engagement to resolve differences between key stakeholder groups, especially professional occupational organizations, hindering compact adoption.

• Provide quarterly written summaries of coalition building and stakeholder work to inform adjustments to the strategic compact adoption plan.

Compact Commission Capacity Building and Support

• Develop and implement a comprehensive capacity building program for compact commissions.

• Utilize successful compact commissions to inform and educate new commissions on best practices for operations and administration.

• Maintain a repository of best practice information. Using this information develop a guide and toolkit for compact administrators and for commissioners; make guide and toolkit readily available on CSG website.

• Provide education to new commissions on the following:

o Operational aspects of compacts o Financial management o Legal requirements o Funding options o Benefits of compact membership o Enhancing state cooperation

Compact Legislative Tracker (CLT) Maintenance

• Develop and update Compacts Legislative Tracker (CLT) – In coordination with the DSLO, the contractor shall develop and maintain an occupational licensure compact legislative tracker for existing occupational licensure compacts and other licensure compacts made available for state enactment during this agreement

• Legislative information will include the bill’s number(s) and hyperlink for each state and compact. The CLT will provide a bill’s progress across four stages: introduction, passage

(legislative approval), enactment (legislative approval with governor’s signature), and implementation status.

• The Legislative Tracker will highlight priority legislative events and actions for DSLO awareness (e.g., key hearings). Delivery of this tracker will follow the scheduled outlined below:

o Weekly: January – April o Bi-weekly: May – June o Monthly: July – December

C-5.2. Data Systems Support

Provide ongoing project management oversight for "Compact Connect," the shared data system for compact commissions.

• Ensure rapid deployment of "Compact Connect" as an open-source data system.

• Serve as a technical project lead and liaison between compact commissions and IT vendors during data system implementation.

• Ensure the Compact Connect website is updated quarterly and reflects the current status of the data system.

C-5.3. Optional Tasks.

o As directed by the government, the contractor may be required to perform additional requirements beyond the specific tasks outlined in the PWS depending on the source of the requirement and level of detailed work and analysis required to completed objective(s) of the requirement.

o The contractor shall be required to provide the labor hours for each labor category to support optional tasks that are within scope but not clearly defined within the PWS.

o The contractor shall provide the government an estimated level of effort to support the optional task requirements.

o The government may request negotiation with the contractor to provide tasks within scope but not outside of the firm-fixed-priced based on tasks no longer needed and less man-hours than previously estimated for completion for other portions of the contract.

C-5.4. Compact Development

If an occupation is selected for compact development, the following work plan activities will be completed.

• Develop Occupation Business Cases for Compact Development – The PMO will work with DoD to confirm DoD criteria for selecting occupations for inclusion in compact development activities.

The PMO will perform research and draft business cases in accordance with DoD-defined selection criteria. The business cases will be provided to DoD for consideration upon DoD selection of occupations for pursuing compacts.

• Conduct Project Research – Contractor shall provide research, analysis, and support to DoD in understanding the professional licensure landscape, including an examination of various options and best practices for the exploration and potential development of a new professional licensure interstate compacts. This examination will include research and analysis into current professional licensure practices affecting transitioning military spouses in state licensed occupations; what state licensure policies, regimes, and restrictions currently exist that may be preventing the multistate practice of licensees; and what other extra-ordinary or specialized concerns may be relevant to a Technical

Assistance Group.

• Develop and Convene Technical Assistance Group to Study Impacts – Contractor shall, for specified occupations, develop a Technical Assistance Group to study the current occupational licensure landscape impacting transitioning military spouses in state licensed occupations and to create a set of recommendations to be considered in the development of a new comprehensive interstate compact. The Technical Assistance Group will be comprised of issue and stakeholder experts from around the country with emphasis placed on impacted members, state licensing boards, other state policymakers, and key external stakeholders. It is anticipated that the Technical Assistance

Group would have at least one in- person meeting with additional convening occurring via teleconference.

• Develop and Convene Compact Document Team to Develop Compact Language – Contractor shall develop a Compact Document Team for specified professions, to consider and create proposed language for an occupational licensure interstate compact impacting transitioning military spouses in state licensed occupations. The Compact Document Team will be comprised of up to eight (8) issue and stakeholder experts, state policymakers, and legislative bill drafters, and supported by interstate compact experts. The Compact Document Team will develop interstate compact language that will conform to standard and accepted interstate compact language and structures and will likewise conform to the specific policy provisions recommended by the Technical Assistance Group.

• Circulate Compact Draft for Review – Contractor shall circulate the draft interstate compact for comment to a variety of state agencies and officials, as well as identified external stakeholders. The final draft agreement will be circulated back to the Technical Assistance Group for review and approval to ensure that the intent and spirit of the original recommendations have been included and/or adapted.

C-5.5. Compact Dissemination (Phase II)

The following will be completed for the occupations selected by DoD for compact development.

• Develop Legislative Resource Kit – Contractor shall develop a comprehensive online resource kit that will serve as the principle informational resource for state policy makers and state administrators to address issues that arise during the legislative process on the new interstate compact.

The resource kit components will include:

o Compact and project background / road to development o Compact language o Frequently asked questions o Relevant case studies o Fiscal note and projected state assessments (if any) o Legislative talking points o Development rosters (who participated in the development of the compact) o Resolutions, endorsements, articles, letters of support o Interstate compact information documents o Compact legal issues / constitutional issues / sovereignty issues o Key contacts

• Develop Boiler-Plate Legislative Testimony – Contractor shall develop boiler-plate legislative testimony to be used by state legislators and administrators during legislative committee hearings and other public events where the primary goal is education on the new interstate compact. This testimony will allow the compact to move smoothly and expeditiously through the hearing process by preemptively answering many of the commonly asked questions. The testimony will be developed in such a manner as to be customizable for a range of uses and for a variety of compact supporters and staff. Such boiler-plate testimony will be educational only and non-advocacy.

• Develop Comprehensive Legislative Strategy – Contractor shall develop a comprehensive legislative plan to support potential introduction of the model interstate compact legislation for occupational licensure in the states and territories during upcoming legislative sessions. The strategy will include the identification of primary legislative sponsors/supporters, key legislative staff contacts, key agency contacts, and key external stakeholder contacts. The legislative strategy will also include the development of outreach materials to each group in addition to the resource kit.

• Plan and Convene a National Legislative Briefing – Contractor shall plan and convene a national legislative briefing for key legislators, legislative staff, executive branch officials, and relevant stakeholder groups to be held prior to the start of legislative sessions once the new interstate compact draft is complete. The briefing will bring together one legislator and one licensing board member from each state for the purpose of educating policymakers on the new compact. Additional contact may be conducted as required. The legislative briefing will address general interstate compact issues, such as constitutional and sovereignty concerns in addition to focusing on the provisions of the proposed compact.

C-6. DELIVERABLES AND ACCEPTANCE.

The contractor shall include a deliverable progress section within the quarterly status and progress report.

Unless otherwise specified, the Government will have a maximum fifteen (15) business days from the day the draft deliverable is received to review the document, provide comments back to the contractor, approve or disapprove the deliverable(s). The Contractor shall also have a maximum of fifteen (15) business days, unless otherwise specified from the day comments are received to incorporate all changes and submit the final deliverable to the Government.

The following table outlines key deliverables to be provided by the PMO throughout the project performance period.

The following table outlines key outcomes to be delivered for each occupation selected by DoD for compact development.

Deliverable Name Description Frequency

(per compact unless noted)

Section

Reference

Notes

Project Management

Office (PMO)

Establish and maintain a PMO to oversee the portfolio of compact development, enactment, and operationalizing activities. Provide staff to support PMO requirements.

Ongoing C-5.1 PMO serves as a single point of contact for

DoD work.

Key elements covered in the

Quarterly

Progress

Report (see below) fulfill the reporting aspects initially described.

Status of office is provided at the kick-off meeting and quarterly there after.

Kick Off Meeting

Agenda

Outline meeting agenda and designate location of meeting and other ancillary needs for the meeting.

Within 10 business days of award

Submit agenda and meeting information to

PM and COR.

Kick Off Meeting

Summary

Summary of meeting, to include slides and notes prepared for the meeting.

No later than (NLT)

5 business days after

Kick Off

Meeting

Government

PM and COR

Quarterly Progress

Report (New

Requirement)

Quarterly Progress Report Content:

• Major accomplishments and deliverables

• Review updates on content management and resource development

• Review trend monitoring and reporting

• Potential Risks:

Challenges/barriers/unresolved issues for specific activities and solutions or how CSG is mitigating risks

• New collaborations and/or partnerships

• Work completed and planned for Coalition Building and

Stakeholder Management

• Work completed and planned for Compact Commission

Capacity Building and Support

• Staffing changes or concerns

• Updated budget and expenses including projections for the next 180 days.

• Total Outreach to Date:

• Number of meetings

• Educational events

• Number of groups

• Media uptake or outreach

• Commission meetings, etc.

• Total Website Visits and

Downloads

• Other metrics that capture progress, activities, and accomplishments

• Stories that speak to the benefits of compacts and compact activities for providers or patients (as possible)

• Upcoming and future quarters workplan:

• Significant activities anticipated

• Expected challenges/barriers and steps that can be taken to address these issues

• Significant

Changes/Challenges:

Quarterly N/A Due 30 calendar days after the end of each reporting period.

(ie Q1 presented prior to the last working day of

January, Q2 presented in

April.)

Presented at a regularly scheduled meeting to PM and COR via a written report and detailed presentation.

This report incorporates elements previously included in the

"PMO

Maintenance &

Reporting" deliverable.

• Describe any overall significant changes or challenges since the start of the program and discuss any impact on achieving goals and objectives.

• Identify any partners that are no longer involved with the project and any impact on project progress

(include steps to resolve challenges, including garnering new partners).

• Risks:

• Describe any risks in meeting the goals and objectives for the upcoming budget period and beyond and identify how these will be addressed and resolved (or how the risk is being mitigated?).

Updated Website

Content & Stakeholder

Communications

Up-to-date content on the CSG website informing stakeholders and the public about the DoD-CSG cooperative agreement work.

Disseminate updates and news posts directed to identified stakeholder organizations and groups; including legislators.

Ongoing, content review conducted and updated at least quarterly

C-5.1 Reporting on these activities is included in the Quarterly

Progress

Report.

Legislative Resource

Kit Updates

Updates to existing online legislative resource kits to ensure the most accurate information.

Ongoing, content review conducted and if needed, updated quarterly

C-5.1 Includes case studies, fiscal notes, resolutions, compact background information, legal issues, and stakeholder resources.

These updates are reviewed as part of the

Quarterly

Progress

Report.

Legal Review of

Legislation

Analysis of proposed state compact legislation for consistency with model language. Legal determinations on substantial changes to model compact legislation.

As

Legislation is

Introduced and

Amended

C-5.1 Identifies issues and ensures compliance with the compact’s intent.

Trend Monitoring and

Reporting

Updates on trends, demand for new compacts, and compact viability.

Quarterly C-5.1 Includes information on compact adoption, universal licensure, SCRA, and other policy actions. May include participation in stakeholder meetings.

These trends are reported in the Quarterly

Progress

Report.

Coalition Building and

Stakeholder

Management

Summaries

Written summaries of coalition building and stakeholder work to inform adjustments to the strategic compact adoption plan.

Quarterly C-5.1 Documents activities to resolve differences and support compact adoption in target states.

This work is reported in the

Quarterly

Progress

Report.

Compact Commission

Capacity Building

Program

Comprehensive capacity building program for compact commissions.

May include a repository of best practice information; guide and toolkit for compact administrators and for commissioners; may include a mentoring program for commissioners;

may include conducting training for new commissions.

Ongoing C-5.1 Provide education to new commissions.

Activities and progress are reported in the

Quarterly

Progress

Report.

Compacts Legislative

Tracker (CLT)

Maintenance

A tracker for existing occupational licensure compacts and other licensure compacts made available for state enactment, with bill numbers, hyperlinks, and progress status.

Weekly

(Jan-Apr), Bi-weekly

(May-Jun), Monthly

(Jul-Dec)

C-5.1 Highlights priority legislative events and actions.

Compact Connect

Website Updates &

Data Systems Support

Report

Updates to the Compact Connect website reflecting the current status of the data system. Provide quarterly progress report on completion and utilization of Compact Connect data system.

Quarterly C-5.2 Ensures the website accurately reflects the data system functionality and progress.

This report is incorporated in the Quarterly

Progress

Report.

List of Occupations seeking Compact

Support

Updated list of Occupations requesting support for compact development.

Business cases are provided for all finalized applicants.

Updated as

Needed

N/A As needed, 120 calendar days after execution of project contract and as needed thereafter.

Quality Control Plan This will serve to document the contractor’s approach for providing quality control in meeting the requirements of the contract.

Final NLT

60 calendar days after date of award. The plan may be updated as necessary throughout the life of the contract, as agreed upon between the contractor and the government.

Government

PM and COR review plan with contractor;

quality control reviews are included with quarterly updates.

Subgrant Agreements Copies of Subgrant Agreements between Contractor and Identified

Occupations receiving DoD implementation and capacity support.

Reported

Quarterly

N/A Beginning 120 calendar days after execution and as needed thereafter.

Technical Assistance

Group (TAG) Member

Roster

List of appointed members of the

Technical Assistance Group.

As Needed Based on given information

Due 30 calendar days after end of reporting period for TAG formation.

Deliverable is the roster.

Technical Assistance

Group (TAG) Meeting

Agendas & Summaries

Agendas and summaries for each meeting of the Technical Assistance

Group.

As Needed Based on given information

Due 30 calendar days after end of reporting period for each meeting.

Deliverable is the agenda

AND a meeting summary.

Compact Document

Team Meeting

Documentation

Documentation of meetings hosted in first six months for each Compact

Document Team. This could include minutes, attendance logs, or other relevant records.

As Needed Based on given information

Due 30 calendar days after end of reporting period for hosting meeting.

Deliverable is documentation of the meeting, not necessarily a specific document title.

Occupational

Licensure/Accreditation

Gap Assessment

Report assessing gaps in occupational licensure/accreditation.

Once (per occupation assessed)

Based on given information

Due 30 calendar days after end of reporting period for the one-time assessment.

Deliverable is the assessment report.

Interstate Compact

Feasibility Analysis

Analysis on the viability of interstate compacts to resolve licensure/accreditation gaps, including identification of an interstate compact framework and supporting documents.

As Needed

(per gap analysis)

Based on given information

Due 30 calendar days after end of reporting period for each analysis.

Deliverable is the feasibility analysis report.

Communication

Strategy Document

A document outlining the communication strategy to support best practices in advance of an interstate compact. Included as an addendum to the strategic plan.

Within 90 days and updated annually there after.

Based on given information

Deliverable is the documented communication strategy.

Ongoing Technical

Assistance

(Documentation)

Documentation of Ongoing Technical

Assistance (before, during, and post compact development). This could be in the form of meeting notes, emails, phone logs, etc.

As Needed N/A Ongoing until contract completion.

Documentation is collected throughout the contract period and may be compiled into a summary report with the annual updated strategic plan.

Level of Effort

Estimates for Optional

Tasks

Estimated labor hours for each labor category to support optional tasks that are within scope but not clearly defined within the PWS.

As

Requested by

Government

C-5.3 Allows the government to understand the resource requirements for potential additional work.

C-7. QUALITY CONTROL. The contractor shall develop and maintain an effective quality control program to ensure that services are performed in accordance with the PWS. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractors’ quality control program is the means by which they assure themselves that their work complies with the requirement of the contract.

C-8. PERFORMANCE CRITERIA. Operational Hours. The normal workday is between the hours of

- 1700. The work schedule is subject to change based on government requirements.

C-8.1. Federal Holidays - The U.S. Government recognizes the following Legal Holidays established by

Federal Statute:

• New Year’s Day – January 1

• Birthday of Martin Luther King Jr. – Third Monday in January

• Washington’s Birthday – Third Monday in February

• Memorial Day – Last Monday in May

• Juneteenth – June 17

• Independence Day – July 4

• Labor Day – First Monday in September

• Columbus Day – Second Monday in October

• Veterans Day – November 11

• Thanksgiving Day – Fourth Thursday in November

• Christmas Day – December 25

C-8.2. When one of the above designated legal holidays falls on a Sunday, the following Monday will be observed as a legal holiday. When a legal holiday falls on a Saturday, the proceeding Friday is observed as a legal holiday. The list of holidays relates to Government duty days and is not intended to supplement or otherwise alter the provisions of any Wage Determination or Collective

Bargaining Agreement regarding applicable paid holidays.

C-8.3. In addition to the days designated as holidays, the Government observes the following days:

• Any other day designated by Federal Statute

• Any other day designated by Executive Order

• Any other day designated by a Presidential Proclamation

C-8.4. It is understood and agreed between the Government and the Contractor that observance of such days by Government personnel shall not be a reason for an additional period of performance or entitlement of compensation except as set forth within the task order. In the event the Contractor’s personnel work during a holiday or other day observed by the Government employees (see above holiday listing), the Contractor may reimburse them; however, no form of holiday or other premium compensation will be reimbursed by the Government, either as a direct or indirect cost, other than their normal compensation for the time worked.

C-8.5. When the Department of Defense grants excused absence to its employees, the Contractor agrees to continue sufficient personnel to perform critical tasks already in operation or scheduled, and the Contractor shall be guided by the instructions issued by the Contracting Officer or the

Contracting Officer’s Representative (COR).

C-8.6. If Government personnel are furloughed, the Contractor shall contact the Contracting Officer or the COR to receive direction. It is the Government’s decision as to whether contract support will be affected as a result of Government shutdown and/or furloughed Government employees.

C-8.7. Nothing in this section abrogates the rights and responsibilities of the parties relating to any

“stop work” clause or provision included in other sections of the contract.

C-8.8. Overtime is not authorized under this contract.

C-9. SURVELLANCE, INSPECTIONS AND ACCEPTANCE: All solutions, products, manuals, reports and deliverables must be approved by Government PM or COR.

C-9.1. The contractor is responsible for the overall quality of contract performance and for the management of its own workforce.

C-9.2. The COR or Government PM may clarify contractor responsibilities within the requirements of the

PWS. All work to be performed under this contract is subject to NAFI surveillance and inspection per

NAFI Clause 10 & 39.

C-10. SECURITY. The contractor shall comply with all applicable Department of Defense (DoD) security regulations and procedures during the performance of this contract. The National Industrial

Security Program Operating Manual DoD 5220.22-M can be found at https://www.esd.whs.mil/portals/54/documents/dd/issuances/dodm/522022m.pdf. The contractor shall not disclose and must safeguard sensitive information, computer systems and data, privacy act data, and Government and contracted personnel work products that are obtained or generated in the performance of this contract.

C-10.1. The Contractor is responsible for safeguarding information of a sensitive nature. Failure to safeguard any privileged information which may involve the Contractor or the Contractor's personnel or to which they may have access may subject the Contractor and/or the Contractor's https://www.esd.whs.mil/portals/54/documents/dd/issuances/dodm/522022m.pdf personnel to criminal liability under Title 18, section 793 and 7908 of the United States Code.

C-11. CONFIDENTIALITY. This project and all materials provided to the Contractor by the

Government and results, conclusions and recommendations obtained thereof shall be considered confidential in nature and treated with the same level of care that the Contractor treats its own confidential business information. The information shall not be disclosed, copied, modified, used

(except in the completion of this project) or otherwise disseminated to any other person or entity at any time to include, but not limited to inclusion in any database external to the Government without the

Government’s express written consent.

C-12. INTELLECTUAL PROPERTY RIGHTS. No data provided to, or developed by, the Contractor shall be used for any purpose other than this contract and subsequent task orders. Subject to prior approval by DoD, Contractor may be permitted to use data made public as part of delivering project objectives. All other information (data files and hard copy) become the property of the government, and the Contractor shall return them to the designated program manager or COR, at the completion of the task.

C-13. PRIVACY ACT. Personnel shall adhere to the Privacy Act, Title 5 of the U.S. Code, Section 552a and applicable agency rules and regulations. Any information reported, summarized, or otherwise considered procurement sensitive that comes about through the work performed will not be distributed or discussed outside the framework of the Data Layer Optimization Project. All programs and materials developed at government expense during the course of this contract are the property of the government. Contractor personnels shall be required to obtain and maintain security badges and adherer to the security requirements of the installation. The Government will retain rights to all intellectual property produces in the course of performing the tasks in the PWS.

(END OF SECTION C)

PART I, SECTION D: PACKAGING AND MARKING- NOT APPLICABLE

(END OF SECTION D)

PART I, SECTION E: INSPECTION AND ACCEPTANCE

E-1. SURVEILLANCE, INSPECTIONS, AND ACCEPTANCE. All solutions, products, manuals, reports and deliverables must be approved by Technical Representative as applicable, then delivered to the COR for final approval as necessary.

The Contractor is responsible for the overall quality of contract performance and for the management of its own workforce. The COR may clarify Contractor responsibilities within the requirements of the PWS. All work to be performed under this contract is subject to Government surveillance.

CLAUSE INCORPORATED BY REFERENCE

NARS.E001 INSPECTION OF SUPPLIES (AUG 1996)

(END OF SECTION E)

PART I, SECTION F: DELIVERIES OR PERFORMANCE

F-1. PERIOD OF PERFORMANCE. Date of contract award with a Base Year of One (1) Year, and Three

(3) One (1) Year option periods.

F-2. PLACE OF PERFORMANCE. Contractors Facility.

F-3. DELIVERABLES. See PWS Section C-6.

CLAUSE INCORPORATED BY REFERENCE

NARS.F009 F.O.B. DESTINATION

NARS.F011 NAFI DELAY OF WORK

(END OF SECTION F)

PART I, SECTION G: CONTRACT ADMINISTRATION DATA

NARS.G001 INVOICING (OCT 2024)

NAF Clause NARS.I111 “Invoices.” An invoice is a written request for payment under the contract for supplies/equipment delivered or for services rendered. In order to be proper, an invoice must include (and in order to support the payment of interest penalties) the following:

(a) Invoice Date;

(b) Name of Contractor;

(c) Contract number (include order number, if any), contract description of supplies or services, quantity, contract unit of measure, unit price, and extended total;

(d) Shipment number and date of shipment;

(e) Name and address to which payment is to be sent (name must be the same as that in the contract or on a proper notice of assignment);

(f) Name (where practicable), title, telephone number and mailing address of person to be notified in the event of a defective invoice; and

(g) Any other information or documentation required by other provisions of the contract (such as evidence of shipment).

Invoices shall be prepared and submitted to the point of contact identified in the following section titled

‘Appointment of Contracting Officer’s Representatives’. Invoices shall be submitted by the Contractor on a monthly basis for the monthly service and will be paid in arrears. The NAFI will not make a payment for deliverables that have not been inspected and accepted by the Contracting Officer’s Representative.

(End of clause)

NARS.G002 ACCOUNTING CLASSIFICATION (OCT 2024)

ACCOUNTING AND APPROPRIATION DATA: NONAPPROPRIATED FUNDS

Company Code: 6515

Cost Center: 13118

GL Account: 783089

No appropriated funds of the United States will be obligated, due or payable to a Contractor as a result of this solicitation and, if awarded, any resulting contract.

NARS.G003 FINAL PAYMENT (OCT 2024)

Invoices for final payment must be identified and submitted at the end of the contract and no further charges are to be incurred along with a “release of claims” memo. The closeout invoice, or a written notification that final invoicing has been completed, must be submitted within 60 working days of contract completion. A copy of a

Final Acceptance Completion Report must be attached to the final invoice. If the Contractor requires an extension to the contract, a request with supporting rationale must be received by the COR and the Contracting

Officer a minimum of 60 days prior to the end of the contract.

NARS.G004 APPOINTMENT OF CONTRACTING OFFICER’S REPRESENTATIVE (OCT 2024)

a. The Contracting Officer’s Representative (COR) will be identified by separate letter at contract award.

b. The COR will act as the Contracting Officer’s representative for technical matters, providing technical direction and discussion as necessary with respect to the specification or performance work statement, and monitoring the progress and quality of Contractor performance. The COR is not a Contracting Officer and does not have authority to take any action, either directly or indirectly, that would change the pricing, quantity, quality, place of performance, delivery schedule, or any other terms and conditions of the contract, or to direct the accomplishment of effort which goes beyond the scope of the performance work statement in the contract.

c. It is emphasized that only a Contracting Officer has the authority to modify the terms of the contract, therefore, in no event will any understanding, agreement, modification, change order, or other matter deviating from the terms of the basic contract between the Contractor…