RFP_ver08_10062010.pdf

- 1 -

SOLICITATION

SECTION A - SOLICITATION/CONTRACT FORM

1. Requisition or other Purchase Authority: Public Law 92-218 as amended

2. Request for Proposal (RFP) Number:

NIHOD2010238

3. Issue Date:

October 6, 2010

4. Set Aside:

[ ] No

[X] Yes Part IV Section L

5. Title : Public Information and Communication Services (PICS)

6. ISSUED BY:

National Institutes of Health Office of Logistics and Aquisition Operations (OLAO) Office of the Director Branch 4 - Special Contracts Branch 6011 Executive Blvd., Suite 539-D Rockville, MD 20892

7. SUBMIT OFFERS TO:

See Part III, Section J, "Packaging and Delivery of the Proposal," ATTACHMENT 1 of this Solicitation.

8. Proposals for furnishing the supplies and/or services in THE SCHEDULE will be received at the place specified in, and in the number of copies specified in Attachment 1, "Packaging and Delivery of the Proposal," until 3:00 P.M. local time on November 17, 2010. Offers will be valid for 120 days unless a different period is specified by the offeror on the Attachment entitled, "Proposal Summary and Data Record, NIH 2043.

9. THIS SOLICITATION REQUIRES DELIVERY OF PROPOSALS TO THE OFFICIAL POINT OF RECEIPT FOR

THE PURPOSE OF DETERMINING TIMELY DELIVERY AS STATED IN ATTACHMENT 1, "PACKAGING

AND DELIVERY OF THE PROPOSAL." IF YOUR PROPOSAL IS NOT RECEIVED BY THE CONTRACTING OFFICER OR HIS DESIGNEE AT THE PLACE AND TIME SPECIFIED, THEN IT WILL BE CONSIDERED LATE AND HANDLED IN ACCORDANCE WITH SUBPARAGRAPH (c)(3) OF FAR CLAUSE 52.215-1, ENTITLED, "INSTRUCTIONS TO OFFERORS--COMPETITIVE ACQUISITION" LOCATED IN SECTION L.1.

OF THIS SOLICITATION.

10. Offeror must be registered in the Central Contractor Registry (CCR) prior to award of a contract. http:// www.ccr.gov

11. FOR INFORMATION CALL: Anthony R. Brown

PHONE: (301) 402-2847

e-MAIL: brownant@mail.nih.gov

COLLECT CALLS WILL NOT BE ACCEPTED.

Note: All questions pertaining to this RFP must be submitted in writing on or before October 27, 2010, 3:00 P.M. (local time). Anthony R. Brown

Contracting Officer Office of the Director (OD) Branch 4 - Special Contracts Branch http://www.ccr.gov

RFP Number : NIHOD2010238

- 2 -

RFP TABLE OF CONTENTS

PART I - THE SCHEDULE

SECTION A - SOLICITATION/CONTRACT FORM

SECTION B - SUPPLIES OR SERVICES AND PRICES/COSTS

SECTION C - DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

SECTION D - PACKAGING, MARKING AND SHIPPING

SECTION E - INSPECTION AND ACCEPTANCE

SECTION F - DELIVERIES OR PERFORMANCE

SECTION G - CONTRACT ADMINISTRATION DATA

SECTION H - SPECIAL CONTRACT REQUIREMENTS

PART II - CONTRACT CLAUSES

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

SECTION J - LIST OF ATTACHMENTS

SOLICITATION ATTACHMENTS

TECHNICAL PROPOSAL ATTACHMENTS

BUSINESS PROPOSAL ATTACHMENTS

INFORMATIONAL ATTACHMENTS

PART IV - REPRESENTATIONS AND INSTRUCTIONS

SECTION K - REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF OFFERORS

SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

1. GENERAL INFORMATION

a. INSTRUCTIONS TO OFFERORS--COMPETITIVE ACQUISITION

b. NOTICE OF SMALL BUSINESS SET-ASIDE

c. NAICS CODE AND SIZE STANDARD

d. TYPE OF CONTRACT AND NUMBER OF AWARDS

e. COMMITMENT OF PUBLIC FUNDS

f. COMMUNICATIONS PRIOR TO CONTRACT AWARD

g. RELEASE OF INFORMATION

h. PREPARATION COSTS

i. SERVICE OF PROTEST

2. INSTRUCTIONS TO OFFERORS

a. GENERAL INSTRUCTIONS

1. Contract Type and General Clauses

2. Authorized Official and Submission of Proposal

3. Proposal Summary and Data Record (NIH-2043)

4. Separation of Technical and Business Proposals

5. Alternate Proposals

6. Evaluation of Proposals

7. Potential Award Without Discussions

8. Use of the Metric System of Measurement

9. Privacy Act - Treatment of Proposal Information

10. Selection of Offerors

11. Past Performance Information

- 3 -

12. Solicitation Provisions Incorporated by Reference

b. TECHNICAL PROPOSAL INSTRUCTIONS

1. Technical Discussions

2. Other Considerations

3. Technical Evaluation

c. BUSINESS PROPOSAL INSTRUCTIONS

1. Basic Cost/Price Information

2. Proposal Cover Sheet

3. Information Other than Cost or Pricing Data

4. Other Administrative Data

5. Qualifications of the Offeror

6. Subcontractors

7. Proposer's Annual Financial Report

8. Travel Costs/Travel Policy

SECTION M - EVALUATION FACTORS FOR AWARD

1. GENERAL

2. EVALUATION OF OPTIONS

3. TECHNICAL EVALUATION CRITERIA

- 4 -

PART I - THE SCHEDULE

THE INFORMATION SET FORTH IN SECTION A - SOLICITATION/CONTRACT FORM, HEREIN CONTAINS IMPORTANT INFORMATION FOR ANY OFFEROR INTERESTED IN RESPONDING TO THIS SOLICITATION.

ANY CONTRACT RESULTING FROM THIS SOLICITATION WILL INCLUDE IN ITS SECTION A - SOLICITATION/ CONTRACT FORM, ACCOUNTING, APPROPRIATION AND GENERAL INFORMATION APPLICABLE TO THE

CONTRACT AWARD.

THE CONTRACT SCHEDULE SET FORTH IN SECTIONS B THROUGH H, HEREIN, CONTAINS CONTRACTUAL INFORMATION PERTINENT TO THIS SOLICITATION. IT IS NOT AN EXACT REPRESENTATION OF THE CONTRACT DOCUMENT THAT WILL BE AWARDED AS A RESULT OF THIS SOLICITATION. THE CONTRACT COST OR PRICE AND OTHER CONTRACTUAL PROVISIONS PERTINENT TO THE OFFEROR (i.e., those relating to the organizational structure [e.g., Non-Profit, Commercial] and specific cost authorizations unique to the Offeror's proposal and requiring Contracting Officer Prior Approval) WILL BE DISCUSSED IN THE NEGOTIATION PROCESS AND WILL BE INCLUDED IN THE RESULTANT CONTRACT. THE ENCLOSED CONTRACT SCHEDULE IS

INTENDED TO PROVIDE THE OFFEROR WITH THE NECESSARY INFORMATION TO UNDERSTAND THE

TERMS AND CONDITIONS OF THE RESULTANT CONTRACT.

SECTION B - SUPPLIES OR SERVICES AND PRICES/COSTS

ARTICLE B.1. BRIEF DESCRIPTION OF SUPPLIES OR SERVICES

This master contract will enable the National Institutes of Health (NIH), its component Institutes and Centers, and other Federal agencies to achieve and maintain high quality performance in the areas of media, communication, and information dissemination and technology by purchasing superior communication goods and services, especially where this expertise does not exist in-house. This solicitation will result in multiple task order contracts. Most task orders will be for goods and services related to medicine, health, and science and will originate from the NIH and its component agencies.

The Contractor shall provide all management, administration, staffing, planning, scheduling, procuring, assembling, tracking and reporting for all items or services required by the contract and/or task order. This shall include but is not limited to the following:

a) All activities associated with recruiting and hiring a qualified staff; such as, advertising, screening applicants, interviewing and reference checking.

b) Maintaining ¿in-house¿ skills, teaming and/or subcontract arrangements to ensure staff meets the required minimum experience, skills and knowledge and are available on short notice.

c) Screening and processing prospective contract staff to ensure all contractor employees used under this contract meet personnel hiring and security requirements.

d) All activities associated with management of the contractor¿s facilities that may be utilized, including obtaining space, equipment, furniture, supplies, and maintenance.

e) Utilizing electronic means to conduct business transactions under this contract to the maximum extent feasible.

This will include, but is not limited to the following: Contractor receipt of Statements of Work (SOW), contractor submission of proposals in response to such requests, Government/contractor electronic mail exchanges to support administration of active task orders, contractor invoicing, and electronic funds transfer for payment of approved invoices.

f) Ensuring the facilities used for the contractor¿s performance of this contract shall meet all physical security requirements of this contract.

g) Planning, scheduling, and procuring any airfare, lodging accommodations, and ground transportation for all approved travel by contractor personnel. Contractors need to ensure that invoiced travel costs are itemized in accordance with Government travel guidelines in effect at the time of travel.

- 5 -

h) Planning for and making all necessary arrangements to ensure that contractor personnel performing field work have all necessary supplies and equipment by the time they arrive at the site.

i) Procuring items/services on behalf of the Government. Such purchases are only allowed for those hardware or software items determined to be integral to the performance of a task order and approved by the Contracting Officer.

A competitive price analysis will be performed and properly documented to prove price competition was obtained or justification for not obtaining competition. If use of GSA Schedules is authorized, the contractor shall follow the requirements of FAR 8.4 before placing the order.

j) Tracking and reporting on Government-furnished property (GFP). The contractor is responsible for adequate care and safekeeping of all Government-furnished materials, including, but not limited to inventory tracking and reporting.

The contractor shall reimburse the Government for any Government-furnished materials lost or stolen while in the contractor¿s safekeeping. The contractor shall also provide all management, administration and staffing for all activities associated with preparing proposals in response to a request for proposal and/or SOW, submitting the proposals, and negotiating task order requirements.

ARTICLE B.2. PRICES/COSTS

The final contract will contain the price/cost provisions agreed upon by the Government and the Offeror.

ARTICLE B.3. OPTION PRICES

a. Unless the Government exercises its option pursuant to the option clause referenced in ARTICLE I.3.ADDITIONAL CONTRACT CLAUSES, this contract consists only of the Base Period specified in the Statementof Work as defined in SECTIONS C and F, for the price set forth in ARTICLE B.2. of this contract.

b. Pursuant to FAR Clause 52.217-6 set forth in ARTICLE I.3. ADDITIONAL CONTRACT CLAUSES of thiscontract, the Government may, by unilateral contract modification, require the Contractor to perform theOption Period(s) specified in the Statement of Work as defined in SECTIONS C and F of this contract. If theGovernment exercises this/ these option(s), notice must be given before the expiration date of the contract.Specific information regarding the time frame for this notice is set forth in the OPTION PROVISION Article inSECTION H of this contract. The fixed price of this contract will be increased as set forth in paragraph c., below.

c. Upon the delivery and acceptance of the Option Servicesdescribed in SECTION C of the contract and identifiedin the schedule of charges below, the Government shall pay the Contractor the unit price(s) set forth below:

Option Period Description of Service(s) Quantity Unit Price Total Price of Option

1 PICS 12 Mos. ea. $________________

2 PICS 12 Mos. ea. $________________

3 PICS 12 Mos. ea. $________________

4 PICS 12 Mos. ea. $________________

ARTICLE B.4. CONTRACT TYPE

The Contract type is Indefinite Delivery/Indefinite Quantity (IDIQ) contract in which funding will be provided by the execution of task orders awarded under the contract for in-scope work identified in the Statement of Work and which provide services to the NIH community. Task orders under this contract may be priced on any basis authorized by the Federal Acquisition Regulations (FAR), including but not limited to Fixed-Price, Time and Material, Labor Hour, Indefinite Delivery/Indefinite Quantity, as specified by (FAR 16.2, 16.5, and 16.6).

- 6 -

ARTICLE B.5. SCHEDULE

Base Year

ITEM DESCRIPTION U/M LOADED LABOR

RATE (Not to Exceed)

B.7.1. Corporate Monitor HR $

B.7.2. Project Director HR $

B.7.3. Sr. Project Manager HR $

B.7.4. Project Mgr. HR $

B.7.5. Meeting Planner HR $

B.7.6. Jr. Meeting Planner HR $

B.7.7. Msc. Conf. Planner HR $

B.7.8. Sr. Web Designer HR $

B.7.9 Jr. Web Designer HR $

B.8.0. Sr. Web Developer HR $

B.8.1. Jr. Web Developer HR $

B.8.2. Computer Specialist HR $

B.8.3. Word Processor HR $

B.8.4. Sr. Writer HR $

B.8.5. Jr. Writer HR $

B.8.6. Editor HR $

B.8.7. Subject Matter Expert HR $

B.8.8. Proofreader HR $

B.8.9. Executive Administrative Asst.

HR $

B.9.0. Clerk HR $

B.9.1. Production Assistant HR $

B.9.2. Graphic Artist/Designer HR $

B.9.3. Translator HR $

B.9.4. Warehouse Manager HR $

B.9.5. Warehouse Labor (Gen) HR $

B.9.6. Skilled Labor (Gen) HR $

B.9.7. Unskilled Labor (Gen) HR $

B.9.8. Courier HR $

B.9.9. Engineer HR $

B.10.0. Data Analyst HR $

B.10.1. Senior Analyst HR $

B.10.2. Technician HR $

B10.3. Strategic Planner HR $

B.10.4. Account Executive HR $

B.10.5 Sr. Account Executive HR $

B.10.6. Account Supervisor HR $

B.10.7. Professional Trainer HR $

B.10.8. Call Center Staff HR $

B.10.9. Call Center Mgr. HR $

- 7 -

ITEM DESCRIPTION U/M LOADED LABOR

RATE (Not to Exceed)

B.11.0. Exhibit Designer HR $

B.11.1. Misc. Exhibit Production Staff

HR $

B.11.2. Business Manager HR $

B.11.3 Direct Labor Total HR $

B.11.4. Other Direct Costs HR $500,000.00

B.11.5. G&A on ODC's (Optional) ___%x $xxx $

Option 1

ITEM DESCRIPTION U/M LOADED LABOR

RATE (Not to Exceed)

B.7.1. Corporate Monitor HR $

B.7.2. Project Director HR $

B.7.3. Sr. Project Manager HR $

B.7.4. Project Mgr. HR $

B.7.5. Meeting Planner HR $

B.7.6. Jr. Meeting Planner HR $

B.7.7. Msc. Conf. Planner HR $

B.7.8. Sr. Web Designer HR $

B.7.9. Jr. Web Designer HR $

B.8.0. Sr. Web Developer HR $

B.8.1. Jr. Web Developer HR $

B.8.2. Computer Specialist HR $

B.8.3. Word Processor HR $

B.8.4. Sr. Writer HR $

B.8.5. Jr. Writer HR $

B.8.6. Editor HR $

B.8.7. Subject Matter Expert HR $

B.8.8. Proofreader HR $

B.8.9. Executive Administrative Asst.

HR $

B.9.0. Clerk HR $

B.9.1. Production Assistant HR $

B.9.2. Graphic Artist/Designer HR $

B.9.3. Translator HR $

B.9.4. Warehouse Manager HR $

B.9.5. Warehouse Labor (Gen) HR $

B.9.6. Skilled Labor (Gen) HR $

B.9.7. Unskilled Labor (Gen) HR $

B.9.8. Courier HR $

B.9.9. Engineer HR $

B.10.0. Data Analyst HR $

B.10.1. Senior Analyst HR $

- 8 -

ITEM DESCRIPTION U/M LOADED LABOR

RATE (Not to Exceed)

B.10.2. Technician HR $

B.10.3. Strategic Planner HR $

B.10.4. Account Executive HR $

B.10.5. Sr. Acct. Executive HR $

B.10.6. Acct. Supervisor HR $

B.10.7. Professional Trainer HR $

B.10.8. Call Center Staff HR $

B.10.9. Call Center Mgr. HR $

B.11.0. Exhibit Designer HR $

B.11.1. Misc. Exhibit Production Staff

HR $

B.11.2. Business Manager HR $

B.11.3 Direct Labor Total HR $

B.11.4. Other Direct Costs HR $500,000.00

B.11.5. G&A on ODC's (Optional) ___% x $xxx $

Option 2

ITEM DESCRIPTION U/M LOADED LABOR

RATE (Not to Exceed)

B.7.1. Corporate Monitor HR $

B.7.2. Project Director HR $

B.7.3. Sr. Project Manager HR $

B.7.4. Project Mgr. HR $

B.7.5. Meeting Planner HR $

B.7.6. Jr. Meeting Planner HR $

B.7.7. Msc. Conf. Planner HR $

B.7.8. Sr. Web Designer HR $

B.7.9. Jr. Web Designer HR $

B.8.0. Sr. Web Developer HR $

B.8.1. Jr. Web Developer HR $

B.8.2. Computer Specialist HR $

B.8.3. Word Processor HR $

B.8.4. Sr. Writer HR $

B.8.5. Jr. Writer HR $

B.8.6. Editor HR $

B.8.7. Subject Matter Expert HR $

B.8.8. Proofreader HR $

B.8.9. Executive Administrative Asst.

HR $

B.9.0. Clerk HR $

B.9.1. Production Assistant HR $

B.9.2. Graphic Artist/Designer HR $

B.9.3. Translator HR $

- 9 -

ITEM DESCRIPTION U/M LOADED LABOR

RATE (Not to Exceed)

B.9.4. Warehouse Manager HR $

B.9.5. Warehouse Labor (Gen) HR $

B.9.6. Skilled Labor (Gen) HR $

B.9.7. Unskilled Labor (Gen) HR $

B.9.8. Courier HR $

B.9.9. Engineer HR $

B.10.0 Data Analyst HR $

B.10.1 Senior Analyst HR $

B.10.2. Technician HR $

B.10.3. Strategic Planner HR $

B.10.4. Account Executive HR $

B.10.5. Sr. Account Executive HR $

B.10.6. Acct. Supervisor HR $

B.10.7. Professional Trainers HR $

B.10.8. Call Center Staff HR $

B.10.9. Call Center Mgr. HR $

B.11.0. Exhibit Designer HR $

B.11.1. Misc. Production Staff HR $

B.11.2. Business Manager HR $

B.11.3. Direct Labor Total HR $

B.11.4. Other Direct Costs HR $500,000.00

B.11.5. G&A on ODC's (Optional) ___% x $xxx $

Option 3

ITEM DESCRIPTION U/M LOADED LABOR

RATE (Not to Exceed)

B.7.1. Corporate Monitor HR $

B.7.2. Projector Director HR $

B.7.3. Project Manager HR $

B.7.4. Sr. Project Mgr. HR $

B.7.5. Jr. Meeting Planner HR $

B.7.6. Msc. Meeting Planner HR $

B.7.7. Msc. Conf. Planner HR $

B.7.8 Sr. Web Designer HR $

B.7.9. Jr. Web Designer HR $

B.8.0. Sr. Web Developer HR $

B.8.1. Jr. Web Developer HR $

B.8.2 Engineer HR $

B.8.3. Data Analysis HR $

B.8.4. Computer Specialist HR $

B.8.5. Senior Analysis HR $

B.8.6. Technician/ Staff HR $

- 10 -

ITEM DESCRIPTION U/M LOADED LABOR

RATE (Not to Exceed)

B.8.7. Word Processor HR $

B.8.8 Sr. Writer HR $

B.8.9. Jr. Writer HR $

B.9.0. Editor HR $

B.9.1 Subject Matter Expert HR $

B.9.2. Proofreader HR $

B.9.3. Exec. Admin Asst. HR $

B.9.4. Clerk HR $

B.9.5. Production Asst. HR $

B.9.6. Graphic Artist HR $

B.9.7. Translators HR $

B.9.8. Warehouse Mgr. HR $

B.9.9. Warehouse Labor HR $

B.10.0. Skilled Labor HR $

B.10.1. Unskilled Labor HR $

B.10.2. Courier HR $

B.10.3. Strategic Planner HR $

B.10.4. Account Executive HR $

B.10.5. Sr. Account Executive HR $

B.10.6. Acct. Supervisor HR $

B.10.7. Professional Trainers HR $

B.10.8. Call Center Staff HR $

B.10.9. Call Center Mgr. HR $

B.11.0. Exhibit Designer HR $

B.11.1. Exhibit Production Staff HR $

B.11.2. Business Manager HR $

B.11.3. Direct Labor Total HR $

B.11.4. Other Direct Costs HR $500,000.00

B.11.5. G&A on ODC's (Optional) ___% x $xxx $

Option 4

ITEM DESCRIPTION U/M LOADED LABOR

RATE (Not to Exceed)

B.7.1. Corporate Monitor HR $

B.7.2. Project Director HR $

B.7.3. Sr. Project Manager HR $

B.7.4. Project Mgr. HR $

B.7.5. Meeting Planner HR $

B.7.6. Jr. Meeting Planner HR $

B.7.7. Msc. Conf. Planner HR $

B.7.8. Sr. Web Designer HR $

B.7.9. Jr. Web Designer HR $

- 11 -

ITEM DESCRIPTION U/M LOADED LABOR

RATE (Not to Exceed)

B.8.0. Sr. Web Developer HR $

B.8.1. Jr. Web Developer HR $

B.8.2. Computer Specialist HR $

B.8.3. Word Processor HR $

B.8.4. Sr. Writer HR $

B.8.5. Jr. Writer HR $

B.8.6. Editor HR $

B.8.7. Subject Matter Expert HR $

B.8.8. Proofreader HR $

B.8.9. Executive Administrative Asst.

HR $

B.9.0. Clerk HR $

B.9.1. Production Assistant HR $

B.9.2. Graphic Artist/Designer HR $

B.9.3. Translator HR $

B.9.4. Warehouse Manager HR $

B.9.5. Warehouse Labor (Gen) HR $

B.9.6. Skilled Labor (Gen) HR $

B.9.7. Unskilled Labor (Gen) HR $

B.9.8. Courier HR $

B.9.9. Engineer HR $

B.10.0. Data Analyst HR $

B.10.1. Senior Analyst HR $

B.10.2. Technician HR $

B.10.3. Strategic Planner HR $

B.10.4. Account Executive HR $

B.10.5. Sr. Acct. Executive HR $

B.10.6. Acct. Supervisor HR $

B.10.7. Professional Trainer HR $

B.10.8. Call Center Staff HR $

B.10.9. Call Center Mgr. HR $

B.11.0. Exhibit Designer HR $

B.11.1. Misc. Exhibit Production Staff

HR $

B.11.2. Business Manager HR $

B.11.3 Direct Labor Total HR $

B.11.4. Other Direct Costs HR $500,000.00

B.11.5. G&A on ODC's (Optional) ___% x $xxx $

ARTICLE B.6. TASK ORDER AWARDS

Task orders awarded as a result of this RFP can be Fixed price, Time and Material, Labor Hour, Indefinite Delivery/ Indefinite Quantity (IDIQ), type contracts. Each task order issued under the contract will stand alone and will be issued in accordance with FAR 16.505(a)(b).

- 12 -

ARTICLE B.7. OTHER DIRECT COSTS

For proposal purposes only, the estimated amount of Other Direct Costs (ODC) is estimated to be $500,000.00 per year. These ODC's include but, is not limited to Materials/Services (excluding IT), Information Technology Support (Security Certificates, Web Registrations, Software, Licenses, Hardware, Equipment, Machinery), Travel (meeting support and consultations), Consultants (includes subcontractor's), Insurance.

ARTICLE B.8. ADVANCE UNDERSTANDINGS

Specific elements of cost, which normally require prior written approval of the Contracting Officer before incurrence of the cost (e.g., foreign travel, consultant fees, subcontracts) will be included in this Article if the Contracting Officer has granted his/her approval prior to contract award.

- 13 -

SECTION C - DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

ARTICLE C.1. [DESCRIPTION-SPECIFICATION-WORKSTATEMENT-STATEMENT OF WORK]

a. Independently and not as an agent of the Government, the Contractor shall be required to furnish all the necessary services, qualified personnel, material, equipment, and facilities, not otherwise provided by the Government, as needed to perform the Statement of Work, dated June 23, 2010, attached hereto and made a part of this Solicitation (See SECTION J - List of Attachments).

ARTICLE C.2. REPORTING REQUIREMENTS

All reports required herein shall be submitted in electronic format. In accordance with the ELECTRONIC AND INFORMATION TECHNOLOGY ACCESSIBILITY Article in SECTION H of this contract, these reports shall be compliant with Section 508 of the Rehabilitation Act of 1973. Additional information about testing documents for Section 508 compliance, including specific checklists, by application, can be found at: http://www.hhs.gov/web/508/ index.html under "Helpful Resources."

a. Technical Progress Reports

1. In addition to the required reports set forth elsewhere in this Schedule, the preparation and submission of regularly recurring Technical Progress Reports will be required in any contract resulting from this solicitation. These reports will require descriptive information about the activities undertaken during the reporting period and will require information about planned activities for future reporting periods. The frequency and specific content of these reports will be determined prior to contract award. [Note: Beginning May 25, 2008, the Contractor shall include the applicable PubMed Central or NIH Manuscript Submission reference number when citing publications that arise from its NIH funded research.]

For proposal preparation purposes only, it is estimated that in addition to the required electronic version(s) 3 hard copies of these reports will be required as follows:

[X] Monthly [ ] Quarterly [ ] Semi-Annually [ ] Annually [X] Annually (with a requirement for a Draft Annual Report) [ ] Final - Upon final completion of the contract [X] Final - Upon final completion of the contract (with a requirement for a Draft Final Report)

b. Other Reports/Deliverables

1. Information Security and Physical Access Reporting Requirements

The Contractor shall submit the following reports as required by the INFORMATION AND PHYSICAL ACCESS SECURITY Article in SECTION H of this contract. Note: Each report listed below includes a reference to the appropriate subparagraph of this article.

a. Contractor - Employee Non-Disclosure Agreement(s) http://www.hhs.gov/web/508/index.html http://www.hhs.gov/web/508/index.html

- 14 -

The contractor shall complete and submit a signed and witnessed "Commitment to Protect Non-Public Information - Contractor Agreement" form for each contractor and subcontractor employee who may have access to non-public Department information under this contract. This form is located at: http://ocio.nih.gov/security/Nondisclosure.pdf.

(Reference subparagraph E.2.d. of the INFORMATION AND PHYSICAL ACCESS SECURITY Article in SECTION H of this contract.)

2. Section 508 Annual Report

The contractor shall submit an annual Section 508 report in accordance with the schedule set forth in the ELECTRONIC AND INFORMATION TECHNOLOGY ACCESSIBILITY Article in SECTION H of this contract. The Section 508 Report Template and Instructions for completing the report are available at: http://www.hhs.gov/od under "Vendor Information and Documents."

http://ocio.nih.gov/security/Nondisclosure.pdf http://www.hhs.gov/od

- 15 -

SECTION D - PACKAGING, MARKING AND SHIPPING

All deliverables required under this contract shall be packaged, marked and shipped in accordance with Government specifications. At a minimum, all deliverables shall be marked with the contract number and Contractor name. The Contractor shall guarantee that all required materials shall be delivered in immediate usable and acceptable condition.

- 16 -

SECTION E - INSPECTION AND ACCEPTANCE

The Government reserves the right to an Inspection period of 30calendar days, unless a different time period is stated when (the Record of Call/elsewhere in the contract). The receiving report, completed and signed by the appropriate official, constitutes acceptance and shall be acknowledged to the payment office (OFM).

d. This contract incorporates the following clause by reference, with the same force and effect as if it were given in full text. Upon request, the Contracting Officer will make its full text available.

FAR Clause 52.246-6, Inspection Time-and Material and Labor Hour (May 2001).

- 17 -

SECTION F - DELIVERIES OR PERFORMANCE

ARTICLE F.1. PERIOD OF PERFORMANCE

a. The period of performance of this contract shall be from Date of Award through September 30, 2011.

b. If the Government exercises its option(s) pursuant to the OPTION PROVISION Article in Section H of this contract, the period of performance will be increased as listed below:

Option Option Period Option Period One

A period of One year after end of Base Period

Option Period Two

A period of One year after end of Option Period One

Option Period Three A period of One year after end of Option Period Two Option Period Four A period of One year after end of Option Period Three

ARTICLE F.2. CLAUSES INCORPORATED BY REFERENCE, FAR 52.252-2 (FEBRUARY

1998)

This contract incorporates the following clause(s) by reference, with the same force and effect as if it were given in full text. Upon request, the Contracting Officer will make its full text available. Also, the full text of a clause may be accessed electronically at this address: http://www.acquisition.gov/comp/far/index.html

FEDERAL ACQUISITION REGULATION (48 CFR CHAPTER 1) CLAUSE:

52.242-15, Stop Work Order (August 1989) with Alternate I (April 1984).

52.242-17, Government Delay of Work (April 1984).

52.247-35, F.o.b. Destination Within Consignees Premises (April 1984).

http://www.acquisition.gov/comp/far/index.html

- 18 -

SECTION G - CONTRACT ADMINISTRATION DATA

ARTICLE G.1. CONTRACTING OFFICER'S TECHNICAL REPRESENTATIVE (COTR)

The following Contracting Officer's Technical Representative (COTR) will represent the Government for the purpose of this contract:

TBD

The COTR is responsible for: (1) monitoring the Contractor's technical progress, including the surveillance and assessment of performance and recommending to the Contracting Officer changes in requirements; (2) interpreting the statement of work and any other technical performance requirements; (3) performing technical evaluation as required; (4) performing technical inspections and acceptances required by this contract; and (5) assisting in the resolution of technical problems encountered during performance.

[The alternate COTR is responsible for carrying out the duties of the COTR only in the event that the COTR can no longer perform his/her duties as assigned.]

The Contracting Officer is the only person with authority to act as agent of the Government under this contract. Only the Contracting Officer has authority to: (1) direct or negotiate any changes in the statement of work; (2) modify or extend the period of performance; (3) change the delivery schedule; (4) authorize reimbursement to the Contractor for any costs incurred during the performance of this contract; or (5) otherwise change any terms and conditions of this contract.

[The Contracting Officer hereby delegates the COTR as the Contracting Officer's authorized representative responsible for signing software license agreements issued as a result of this contract.]

The Government may unilaterally change its COTR designation.

ARTICLE G.2. KEY PERSONNEL, HHSAR 352.242-70 (January 2006)

The key personnel specified in this contract are considered to be essential to work performance. At least 30 days prior to diverting any of the specified individuals to other programs or contracts (or as soon as possible, if an individual must be replaced, for example, as a result of leaving the employ of the Contractor), the Contractor shall notify the Contracting Officer and shall submit comprehensive justification for the diversion or replacement request (including proposed substitutions for key personnel) to permit evaluation by the Government of the impact on performance under this contract. The Contractor shall not divert or otherwise replace any key personnel without the written consent of the Contracting Officer. The Government may modify the contract to add or delete key personnel at the request of the Contractor or Government.

(End of Clause)

The following individual(s) is/are considered to be essential to the work being performed hereunder:

Name Title

ARTICLE G.3. METHOD OF ORDERING

a. A Task/Delivery Order Number shall be given to you at the time the order is placed. The Contractor is cautioned not to accept an order unless one of these numbers is issued.

b. The Consignees/Ordering Officials shall sign all orders (including written confirmation of oral/telephonic orders) involving requests for supplies and/or services under this contract. Each delivery shall be accompanied by a packing slip or other evidence of delivery/performance.

- 19 -

The authorized designees are:

Task Order Project officer (to be identified in each individual task order)

The following Contractor representative(s) is/are authorized to receive and accept orders placed by telephone:

Name(s):

Telephone:

1. Payment requests shall be submitted to the offices identified below. Do not submit supporting documentation (e.g., receipts, time sheets, vendor invoices, etc.) with your payment request unless specified elsewhere in the contract or requested by the Contracting Officer.

a. The original invoice shall be submitted to the following designated billing office:

National Institutes of Health Office of Financial Management Commercial Accounts 2115 East Jefferson Street, Room 4B-432, MSC 8500 Bethesda, MD 20892-8500

b. One copy of the invoice shall be submitted to the following approving official:

Anthony R. Brown, Contracting Officer

OD/OLAO

Office of Acquisitions Branch 4 - Special Contracts Room 539D 6011 Executive Blvd. MSC Rockville, MD 20892-

a. Inquiries regarding payment of invoices shall be directed to the designated billing office, (301) 496-6452.

1. Payment requests shall be submitted to the offices identified below. Do not submit supporting documentation (e.g., receipts, time sheets, vendor invoices, etc.) with your payment request unless specified elsewhere in the contract or requested by the Contracting Officer.

a. The original invoice shall be submitted to the following designated billing office:

National Institutes of Health Office of Financial Management Commercial Accounts 2115 East Jefferson Street, Room 4B-432, MSC 8500 Bethesda, MD 20892-8500

b. One copy of the invoice shall be submitted to the following approving official:

Anthony R. Brown, Contracting Officer

OD/OLAO

Office of Acquisitions Branch 4 - Special Contracts Room 539D 6011 Executive Blvd. MSC

- 20 -

Rockville, MD 20892-

a. Inquiries regarding payment of invoices shall be directed to the designated billing office, (301) 496-6452.

a. Inquiries regarding payment of invoices shall be directed to the designated billing office, (301) 496-6452.

ARTICLE G.4. GOVERNMENT PROPERTY

If this RFP will result in the acquisition or use of Government Property provided by the contracting agency or if the Contracting Officer authorizes in the preaward negotiation process, the acquisition of property (other than real property), this ARTICLE will include applicable provisions and incorporate the HHS Publication, entitled, "HHS Contracting Guide for Contract of Government Property," which can be found at:

http://rcb.cancer.gov/rcb-internet/reference/Appendix Q_HHS Contracting Guide.pdf.

ARTICLE G.5. POST AWARD EVALUATION OF CONTRACTOR PERFORMANCE

a. Contractor Performance Evaluations

Interim and final evaluations of Contractor performance will be prepared on this contract in accordance with FAR Subpart 42.15. The final performance evaluation will be prepared at the time of completion of work. In addition to the final evaluation, interim evaluation(s) shall be submitted subject to the discretion of the Contracting Officer and the designated Project Officer for each task order. Interim and final evaluations will be provided to the Contractor as soon as practicable after completion of the evaluation. The Contractor will be permitted thirty days to review the document and to submit additional information or a rebutting statement. If agreement cannot be reached between the parties, the matter will be referred to an individual one level above the Contracting Officer, whose decision will be final.

Copies of the evaluations, Contractor responses, and review comments, if any, will be retained as part of the contract file, and may be used to support future award decisions.

b. Electronic Access to Contractor Performance Evaluations

Contractors that have Internet capability may access evaluations through a secure Web site for review and comment by completing the registration form that can be obtained at the following address:

http://oamp.od.nih.gov/OD/CPS/cps.asp

The registration process requires the Contractor to identify an individual that will serve as a primary contact and who will be authorized access to the evaluation for review and comment. In addition, the Contractor will be required to identify an alternate contact who will be responsible for notifying the cognizant contracting official in the event the primary contact is unavailable to process the evaluation within the required 30-day time frame.

http://rcb.cancer.gov/rcb-internet/reference/Appendix%20Q_HHS%20Contracting%20Guide.pdf http://oamp.od.nih.gov/OD/CPS/cps.asp

- 21 -

SECTION H - SPECIAL CONTRACT REQUIREMENTS

ARTICLE H.1. NEEDLE DISTRIBUTION

The Contractor shall not use contract funds to distribute any needle or syringe for the purpose of preventing the spread of blood borne pathogens in any location that has been determined by authorities to be inappropriate for such distribution.

ARTICLE H.2. PRESS RELEASES

The Contractor shall clearly state, when issuing statements, press releases, requests for proposals, bid solicitations and other documents describing projects or programs funded in whole or in part with Federal money: (1) the percentage of the total costs of the program or project which will be financed with Federal money; (2) the dollar amount of Federal funds for the project or program; and (3) the percentage and dollar amount of the total costs of the project or program that will be financed by nongovernmental sources.

ARTICLE H.3. LIMITATION ON USE OF FUNDS FOR PROMOTION OF LEGALIZATION OF

CONTROLLED SUBSTANCES

The Contractor shall not use contract funds to support activities that promote the legalization of any drug or other substance included in schedule I of the schedules of controlled substances established under section 202 of the Controlled Substances Act (21 U.S.C. 812), except for normal and recognized executive-congressional communications. This limitation shall not apply when the Government determines that there is significant medical evidence of a therapeutic advantage to the use of such drug or other substance or that federally sponsored clinical trials are being conducted to determine therapeutic advantage.

ARTICLE H.4. DISSEMINATION OF FALSE OR DELIBERATELY MISLEADING SCIENTIFIC

INFORMATION

The Contractor shall not use contract funds to disseminate scientific information that is deliberately false or misleading.

ARTICLE H.5. RESTRICTION ON EMPLOYMENT OF UNAUTHORIZED ALIEN WORKERS

The Contractor shall not use contract funds to employ workers described in section 274A(h)(3) of the Immigration and Nationality Act, which reads as follows:

"(3) Definition of unauthorized alien. - As used in this section, the term 'unauthorized alien' means, with respect to the employment of an alien at a particular time, that the alien is not at that time either (A) an alien lawfully admitted for permanent residence, or (B) authorized to be so employed by this Act or by the Attorney General."

ARTICLE H.6. OMB CLEARANCE

In accordance with HHSAR 352.201-70, Paperwork Reduction Act, the Contractor shall not proceed with surveys or interviews until such time as Office of Management and Budget (OMB) Clearance for conducting interviews has been obtained by the Contracting Officer's Technical Representative (COTR) and the Contracting Officer has issued written approval to proceed.

ARTICLE H.7. OPTION PROVISION

Unless the Government exercises its option pursuant to the Option Clause set forth in ARTICLE I.3., the contract will consist only of the Base Period of the Statement of Work as defined in Sections C and F of the contract. Pursuant to FAR Clause 52.217-9, Option to Extend the Term of the Contract set forth in ARTICLE I.3. of this contract, the

- 22 -

Government may, by unilateral contract modification, require the Contractor to perform additional options set forth in the Statement of Work and also defined in Sections C and F of the contract. If the Government exercises this option, notice must be given at least 60 days prior to the expiration date of this contract, and the price of the contract will be increased as set forth in the OPTION PRICES Article in SECTION B of this contract.

ARTICLE H.8. INFORMATION AND PHYSICAL ACCESS SECURITY

A. Security Requirements For Federal Information Technology Resources, HHSAR 352.239-72, (January 2010)

a. Applicability. This clause applies whether the entire contract or order (hereafter "contract"), or portion thereof, includes information technology resources or services in which the Contractor has physical or logical (electronic) access to, or operates a Department of Health and Human Services (HHS) system containing, information that directly supports HHS' mission. The term "information technology (IT)", as used in this clause, includes computers, ancillary equipment (including imaging peripherals, input, output, and storage devices necessary for security and surveillance), peripheral equipment designed to be controlled by the central processing unit of a computer, software, firmware and similar procedures, services (including support services) and related resources. This clause does not apply to national security systems as defined in FISMA.

b. Contractor responsibilities. The Contractor is responsible for the following:

1. Protecting Federal information and Federal information systems in order to ensure their -

a. Integrity, which means guarding against improper information modification or destruction, and includes ensuring information non-repudiation and authenticity;

b. Confidentiality, which means preserving authorized restrictions on access and disclosure, including means for protecting personal privacy and proprietary information; and

c. Availability, which means ensuring timely and reliable access to and use of information.

2. Providing security of any Contractor systems, and information contained therein, connected to an HHS network or operated by the Contractor, regardless of location, on behalf of HHS.

3. Adopting, and implementing, at a minimum, the policies, procedures, controls and standards of the HHS Information Security Program to ensure the integrity, confidentiality, and availability of Federal information and Federal information systems for which the Contractor is responsible under this contract or to which it may otherwise have access under this contract. The HHS Information Security Program is outlined in the HHS Information Security Program Policy, which is available on the HHS Office of the Chief Information Officer's (OCIO) Web site.

c. Contractor security deliverables. In accordance with the timeframes specified, the Contractor shall prepare and submit the following security documents to the Contracting Officer for review, comment, and acceptance:

1. IT Security Plan (IT-SP) - due within 30 days after contract award. The IT-SP shall be consistent with, and further detail the approach to, IT security contained in the Contractor's bid or proposal that resulted in the award of this contract. The IT-SP shall describe the processes and procedures that the Contractor will follow to ensure appropriate security of IT resources that are developed, processed, or used under this contract. If the IT-SP only applies to a portion of the contract, the Contractor shall specify those parts of the contract to which the IT-SP applies.

a. The Contractor's IT-SP shall comply with applicable Federal laws that include, but are not limited to, the Federal Information Security Management Act (FISMA) of 2002 (Title III of the E- Government Act of 2002, Public Law 107-347), and the following Federal and HHS policies and procedures:

- 23 -

i. Office of Management and Budget (OMB) Circular A-130, Management of Federal Information Resources, Appendix III, Security of Federal Automation Information Resources.

ii. National Institutes of Standards and Technology (NIST) Special Publication (SP) 800-18, Guide for Developing Security Plans for Information Systems, in form and content, and with any pertinent contract Statement of Work/Performance Work Statement (SOW/ PWS) requirements. The IT-SP shall identify and document appropriate IT security controls consistent with the sensitivity of the information and the requirements of Federal Information Processing Standard (FIPS) 200, Recommend Security Controls for Federal Information Systems. The Contractor shall review and update the IT-SP in accordance with NIST SP 800-26, Security Self-Assessment Guide for Information Technology Systems and FIPS 200, on an annual basis.

iii. HHS-OCIO Information Systems Security and Privacy Policy.

2. IT Risk Assessment (IT-RA) - due within 30 days after contract award. The IT-RA shall be consistent, in form and content, with NIST SP 800-30, Risk Management Guide for Information Technology Systems, and any additions or augmentations described in the HHS-OCIO Information Systems Security and Privacy Policy. After resolution of any comments provided by the Government on the draft IT-RA, the Contracting Officer shall accept the IT-RA and incorporate the Contractor's final version into the contract for Contractor implementation and maintenance. The Contractor shall update the IT-RA on an annual basis.

3. FIPS 199 Standards for Security Categorization of Federal Information and Information Systems Assessment (FIPS 199 Assessment) - due within 30 days after contract award. The FIPS 199 Assessment shall be consistent with the cited NIST standard. After resolution of any comments by the Government on the draft FIPS 199 Assessment, the Contracting Officer shall accept the FIPS 199 Assessment and incorporate the Contractor's final version into the contract.

4. IT Security Certification and Accreditation (IT-SC&A) - due within 3 months after contract award.

The Contractor shall submit written proof to the Contracting Officer that an IT-SC&A was performed for applicable information systems - see paragraph (a) of this clause. The Contractor shall perform the IT-SC&A in accordance with the HHS Chief Information Security Officer's Certification and Accreditation Checklist; NIST SP 800-37, Guide for the Security, Certification and Accreditation of Federal Information Systems; and NIST 800-53, Recommended Security Controls for Federal Information Systems. An authorized senior management official shall sign the draft IT-SC&A and provided it to the Contracting Officer for review, comment, and acceptance.

a. After resolution of any comments provided by the Government on the draft IT SC&A, the Contracting Officer shall accept the IT-SC&A and incorporate the Contractor's final version into the contract as a compliance requirement.

b. The Contractor shall also perform an annual security control assessment and provide to the Contracting Officer verification that the IT-SC&A remains valid. Evidence of a valid system accreditation includes written results of:

i. Annual testing of the system contingency plan; and

ii. The performance of security control testing and evaluation.

d. Personal identity verification. The Contractor shall identify its employees with access to systems operated by the Contractor for HHS or connected to HHS systems and networks. The Contracting Officer's Technical Representative (COTR) shall identify, for those identified employees, position sensitivity levels that are commensurate with the responsibilities and risks associated with their assigned positions. The Contractor shall comply with the HSPD-12 requirements contained in "HHS-Controlled Facilities and Information Systems Security" requirements specified in the SOW/PWS of this contract.

- 24 -

e. Contractor and subcontractor employee training. The Contractor shall ensure that its employees, and those of its subcontractors, performing under this contract complete HHS-furnished initial and refresher security and privacy education and awareness training before being granted access to systems operated by the Contractor on behalf of HHS or access to HHS systems and networks. The Contractor shall provide documentation to the COTR evidencing that Contractor employees have completed the required training.

f. Government access for IT inspection. The Contractor shall afford the Government access to the Contractor's and subcontractors' facilities, installations, operations, documentation, databases, and personnel used in performance of this contract to the extent required to carry out a program of IT inspection (to include vulnerability testing), investigation, and audit to safeguard against threats and hazards to the integrity, confidentiality, and availability, of HHS data or to the protection of information systems operated on behalf of HHS.

g. Subcontracts. The Contractor shall incorporate the substance of this clause in all subcontracts that require protection of Federal information and Federal information systems as described in paragraph (a) of this clause, including those subcontracts that -

a. Have physical or electronic access to HHS' computer systems, networks, or IT infrastructure; or

b. Use information systems to generate, store, process, or exchange data with HHS or on behalf of HHS, regardless of whether the data resides on a HHS or the Contractor's information system.

h. Contractor employment notice. The Contractor shall immediately notify the Contracting Officer when an employee either begins or terminates employment (or is no longer assigned to the HHS project under this contract), if that employee has, or had, access to HHS information systems or data.

i. Document information. The Contractor shall contact the Contracting Officer for any documents, information, or forms necessary to comply with the requirements of this clause.

j. Contractor responsibilities upon physical completion of the contract. The Contractor shall return all HHS information and IT resources provided to the Contractor during contract performance and certify that all HHS information has been purged from Contractor-owned systems used in contract performance.

k. Failure to comply. Failure on the part of the Contractor or its subcontractors to comply with the terms of this clause shall be grounds for the Contracting Officer to terminate this contract.

B. Additional NIH Requirements

1. INFORMATION SECURITY TRAINING

In addition to any training covered under paragraph (e) of HHSAR 352.239-72, the contractor shall comply with the below training:

a. Mandatory Training

i. All Contractor employees having access to (1) Federal information or a Federal information system or (2) sensitive data/information as defined at HHSAR 304.1300(a) (4), shall complete the NIH Computer Security Awareness Training course at http:// irtsectraining.nih.gov/ before performing any work under this contract. Thereafter, Contractor employees having access to the information identified above shall complete an annual NIH-specified refresher course during the life of this contract. The Contractor shall also ensure subcontractor compliance with this training requirement.

ii. The Contractor shall maintain a listing by name and title of each Contractor/Subcontractor employee working on this contract and having access of the kind in paragraph 1.a(1) above, who has completed the NIH required training. Any additional security training completed by the Contractor/Subcontractor staff shall be included on this listing. The list shall be provided to the COTR and/or Contracting Officer upon request.

http://irtsectraining.nih.gov/ http://irtsectraining.nih.gov/

- 25 -

b. Role-based Training

HHS requires role-based training when responsibilities associated with a given role or position, could, upon execution, have the potential to adversely impact the security posture of one or more HHS systems. Read further guidance at Secure One HHS Memorandum on Role-Based Training Requirement.

For additional information see the following: http://ocio.nih.gov/security/security-communicating.htm#RoleBased.

The Contractor shall maintain a list of all information security training completed by each contractor/subcontractor employee working under this contract. The list shall be provided to the COTR and/or Contracting Officer upon request.

c. Rules of Behavior

The Contractor shall ensure that all employees, including subcontractor employees, comply with the NIH Information Technology General Rules of Behavior ( http://irm.cit.nih.gov/security/ nihitrob.html), which are contained in the NIH Information Security Awareness Training Course http://irtsectraining.nih.gov.

2. PERSONNEL SECURITY RESPONSIBILITIES

In addition to any personnel security responsibilities covered under HHSAR 352.239-72, the contractor shall comply with the below personnel security responsibilities:

a. In accordance with Paragraph (h) of HHSAR 352.239-72, the Contractor shall notify the Contracting officer and the COTR within five working days before a new employee assumes a position that requires access to HHS information systems or data, or when an employee with such access stops working on this contract. The Government will initiate a background investigation on new employees assuming a position that requires access to HHS information systems or data, and will stop pending background investigations for employees that no longer work under the contract or no longer have such access.

b. New contractor employees who have or will have access to HHS information systems or data: The Contractor shall…