NIHCATSIII_NIHOD2017130_Amendment_002.pdf

(x)

NIHOD2017130

x x

1 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted ; or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGEMENT TO BE RECEIVED AT

THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted , such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

x

ADM-OD/OLAO

Bethesda, MD 20892-7511 Acquisition Operations OD - Office of Logistics and National Institutes of Health

Bethesda, MD 20892-7511

IO-OD/OLAO

6100 Executive Blvd., Room 6B05 Acquisition Operations OD - Office of Logistics and National Institutes of Health

04/20/2017000002

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

12. ACCOUNTING AND APPROPRIATION DATA (If required) is not extended.is extended, Items 8 and 15, and returning

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended , by one of the following methods: (a) By completing

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

FACILITY CODE CODE

10B. DATED (SEE ITEM 13)

10A. MODIFICATION OF CONTRACT/ORDER NO.

9B. DATED (SEE ITEM 11)

9A. AMENDMENT OF SOLICITATION NO.

CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code)

7. ADMINISTERED BY (If other than Item 6)CODE 6. ISSUED BY

PAGE OF PAGES

4. REQUISITION/PURCHASE REQ. NO.3. EFFECTIVE DATE2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO. (If applicable)

1. CONTRACT ID CODE

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

03/06/2017

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority) appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

E. IMPORTANT: Contractor is not, is required to sign this document and return __________________ copies to the issuing office.

ORDER NO. IN ITEM 10A.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

National Institutes of Health (NIH), Conference, Administrative, and Travel Services III

(NIHCATSIII).

The Purpose of this Amendment is to:

1. Amend the original solicitation released on March 6, 2017, per the 16 Amended Items attached (5 pages)

2. Provide the following Revised Attachments (18 pages):

Attachment 2A - Revised Representations and Certifications

Continued ...

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)15A. NAME AND TITLE OF SIGNER (Type or print)

15C. DATE SIGNED 16B. UNITED STATES OF AMERICA 15B. CONTRACTOR/OFFEROR 16C. DATE SIGNED

(Signature of person authorized to sign) (Signature of Contracting Officer)

VIJAYA L. MURTHY

STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA

FAR (48 CFR) 53.243

NSN 7540-01-152-8070

Previous edition unusable

Except as provided herein, all terms and conditions of the document referenced in Item 9 A or 10A, as heretofore changed, remains unchanged and in full force and effect .

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

2 2

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

NIHOD2017130/000002

Attachment 4A - Revised Sample Task Order

Attachment 9A - Revised NIHCATS III Labor

Category Descriptions

Attachment 18A - Contractor Pre-Conference

Expense Offset Worksheet

Attachment 19 - Contractor Post-Conference

Expense Offset Worksheet

3. Provide responses to the questions received regarding the solicitation - Responses to

Questions attached (49 pages).

The proposal due date remains May 19, 2017.

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

NIH Conference, Administrative, and Travel Services Contract III

NIHCATS III

NIHOD2017130

1. AMENDED ITEMS

(5 pages)

NIHCATS III NIHOD2017130

AMENDMENT 002 – AMENDED ITEMS

ORIGINAL SOLICITATION AMENDMENT 002

1 Section C, Article C.1.2 Scope – Page 5

“Contractors shall have the ability to operate and provide support for attendees at remote locations worldwide (for example, Tanzania, Mali, Cambodia etc.). On-site support at these remote location can range from one (1) month to one (1) year or longer.”

Revised to remove references to countries and time period for support; replace verbiage with the following:

“Contractors shall have the ability to operate and provide support for attendees at remote locations worldwide. (for example, Tanzania, Mali, Cambodia etc.). On-site support at these remote location can range from one (1) month to one (1) year or longer.”

2 Section C, Article C.1.3.2 Meeting and Conference

Support (Task Area 2) – Page 8

“s) Provide collection management if third party payment*.”

Revised to change ‘if’ to ‘of’ as below:

“s) Provide collection management if of third party payment*.”

3 Section C, Article C.1.4 Additional Requirements –

Pages 10-11

“4. The Contractor must follow the NIH Publication

Standards for print materials. Materials produced by the Contractor shall not exceed the limitations imposed by the "Government Printing and Binding

Regulations" published by the Joint Committee on

Printing, Congress of the United States.”

Revised to remove adherence to NIH Publication

Standards as follows:

“4. The Contractor must follow the NIH Publication

Standards for print materials. Materials produced by the Contractor shall not exceed the limitations imposed by the "Government Printing and Binding

Regulations" published by the Joint Committee on

Printing, Congress of the United States.”

4 Section I, Article I.6 Service Contract Labor Standards

- Page 48

This contract is subject to the Service Contract Labor

Standards. The following clauses are hereby incorporated and made a part of this contract. All clauses incorporated by reference have the same force and effect as if they were given full text. Upon request, the Contracting Officer will make their full text available.

a. FAR Clause 52.222-41, Service Contract Labor Standards (May 2014).

Article I.6 is deleted in its entirety. FAR Clause

52.222-41 is removed from the solicitation.

5 Section J List of Attachments - Pages 49-50

Attachment 2: Section K – Representations, Certifications, and Other Statements of Offerors

Attachment 4: Sample Task Order

Attachments 2, 4, and 9 are revised and replaced in their entirety with Attachments 2A, 4A, and 9A which are attached to this Amendment.

Amendment 002 for NIHOD2017130

Attachment 9: NIHCATS III Labor Category Descriptions

Attachment 14: Privacy Act System of Records

Attachment 18: Conference Expense Offset

Worksheets

The link to Attachment 14 NIH Privacy Act System of

Records is temporarily unavailable. You may search for NIH System of Record Notices at the Federal

Register site (https://www.federalregister.gov).

For Attachment 18, the Pre-Conference Expense

Offset Worksheet and Post-Conference Expense

Offset Worksheet are being separated and referred to as Attachment 18A and Attachment 19 respectively. These documents are attached to this amendment.

6 Section J List of Attachments, Business Proposal Attachment, Attachment 8: Proposal Summary and Data Record, NIH-2043 – Page 49

Section L, Article L.1.9 Proposal Summary and Data Record (NIH-2043) - Page 53

Section L, Article L.3 Mandatory Submittal Requirements, Volume II Business Proposals, 1 Forms,

8) Proposal Summary and Data Record, NIH 2043 – (Attachment 8)

Section L, Article L.4.3.1 Required Forms, h) Proposal Summary and Data Record, NIH 2043 (Attachment 8) –

Proposal Summary and Data Record (NIH-2043) is deleted in its entirety from the solicitation. All references to this form are deleted from the solicitation.

7 Section J List of Attachments, Solicitation Attachments, Attachment 7: NIHCATS III Mandatory Requirements Checklist - Page 49

“6. Signed letter(s) indicating the Offeror has the necessary $3M line of credit, financial capacity, working capital, and other resources to perform the contract without assistance from any outside source”

Section L; Article L.3 Mandatory Submittal Requirements – Page 56

“6) Signed letter(s) indicating the Offeror has the necessary $3M line of credit, financial capacity, working capital, and other resources to perform the contract without assistance from any outside source”

Revised to reduce the threshold from $3M to $2M in

Section J and Section L; verbiage is being replaced with the following:

“Documentation from financial institutions verifying that the Offeror has the necessary $2M of available funding. The $2M may be derived from line(s) of credit, financial capacity, working capital, and/or other financial resources to perform the contract “ https://www.federalregister.gov/

Section L, Article L.4.3.1 Required Forms, f) – Page 59

“Signed letter(s) indicating the Offeror has the necessary $3M line of credit, financial capacity, working capital, and other resources to perform the contract without assistance from any outside source”

8 Section M, Article M.2.2 Mandatory Financial Capability – Page 81

“Offerors shall maintain and show proof indicating the Offeror has the necessary $3M line of credit, financial capacity, working capital, and other resources to perform the contract without assistance from any outside source.”

Replace verbiage with the following for Section M:

“Offerors shall maintain and show proof indicating the Offeror has the necessary $2M of available funding. The $2M may be derived from line(s) of credit, financial capacity, working capital, and/or other financial resources to perform the contract.”

9 Section L, Article L.2 Proposal Submission Information – Page 55

“Electronic copies (softcopy) must be submitted in a format other than ".PDF" that is compatible with Microsoft Office 2007 and the ".doc" or ".docx" standard. The contracting Officer must be provided unlocked documents or if password protected, each document's password.”

Revised to delete .doc and .docx due to limitations of eCPS as follows:

“Electronic copies (softcopy) must be submitted in a format other than ".PDF" that is compatible with

Microsoft Office 2007 and the ".doc" or ".docx" standard. Due to constraints of the electronic

Contract Proposal Submission (eCPS), proposal documents shall be submitted in PDF except the price proposal tables which shall be submitted in Microsoft

Excel. The contracting Officer must be provided unlocked documents or if password protected, each document's password.”

10 Section L, Article L.3 Mandatory Submittal

Requirements, Volume I – Technical Proposal, Appendix Page Limitation – Page 56

“Appendix: 25 single-sided pages to include resumes and examples of work products “

Revised to increase page count for Appendix:

“Appendix: 25 30 single-sided pages to include resumes and examples of work products “

11 Section L, Article L.4.2.2 Related Experience – Page 57

“Prime Contractors shall provide documented evidence which demonstrates that they have successful experience in providing international travel and conference services to scientific and medical research customers in support of conferences held outside of the United States”

Revised to correct typo as follows:

“Prime Contractors Offerors shall provide documented evidence which demonstrates that they have successful experience in providing international travel and conference services to scientific and medical research customers in support of conferences held outside of the United States”

12 Section L, Article L.4.2.3 Quality of Work Products –

“Only materials developed by the proposed staff

Revised as follows:

“Only materials developed by the proposed staff should be submitted. The role of the proposed staff should be submitted. The role of the proposed staff in the development of the materials/products should be identified. Each product should be labeled with the firm's name and date of completion/ launch.”

in the development of the materials/products should be identified. Each product should be labeled with the firm's name and date of completion/ launch. Full copies of work products are not required. You may provide smaller than actual versions and/or pictures of work products and/or collages.”

13 Section M, Article M.3.3 Quality Work Products –

“Only materials developed by the proposed staff should be submitted. The role of the proposed staff in the development of the materials/products should be identified. Each product should be labeled with the firm's name and date of completion/launch. All pages in excess of the page count as specified in Section L will not be evaluated.”

Revised as follows:

“Only materials developed by the proposed staff should be submitted. The role of the proposed staff in the development of the materials/products should be identified. Each product should be labeled with the firm's name and date of completion/launch. All pages in excess of the page count as specified in

Section L will not be evaluated.”

14 Section L, Article L.4.2.4 Personnel and Management

– Page 59

“The Offeror shall address management structure and role of subcontractors, resources to meet surge requirements, processes procedures and policies to recruit, train and retain high quality personnel and any Quality Assurance/Quality Control Plans.”

This paragraph is replaced by:

“Offerors shall address their management structure and role of subcontractors if any; resources to meet surge requirements; processes procedures and policies to recruit, train and retain high quality personnel; and any quality assurance/quality control plans your company has in place.”

15 Section L, Article L.4.2.4 Personnel and Management

– Page 59

The following text is added to the section regarding

Non-Key Personnel:

“Offerors may substitute years of experience for a

BA/BS for non-key personnel. Non-key personnel must possess a BA/BS plus a minimum of 5 years of relevant experience OR a high school diploma plus a minimum of 9 years of relevant experience.”

16 Section L, Article L.4.4 Past Performance – Page 60

“Offerors may also submit past performance information regarding predecessor companies or subcontractors that will perform major or critical aspects of the requirement when such information is relevant to the acquisition. For the purposes of this solicitation, a "major subcontract" is defined as any subcontractor exceeding $1,000,000.

Include the following information for each contract or subcontract listed:

1. Name of Contracting Organization

2. Contract Number (for subcontracts, provide the prime contract number and the subcontract

Revised as follows to change ‘may’ to ‘shall’; remove verbiage regarding major subcontract; add Period of

Performance and change the due date to May 19, 2017:

“Offerors may shall also submit past performance information regarding predecessor companies or subcontractors that will perform major or critical aspects of the requirement when such information is relevant to the acquisition. For the purposes of this solicitation, a "major subcontract" is defined as any subcontractor exceeding $1,000,000.

Include the following information for each contract or subcontract listed:

1. Name of Contracting Organization number)

3. Contract Type

4. Total Contract Value

5. Description of Requirement

6. Contracting Officer's Name and Telephone

Number

7. Program Manager's Name and Telephone

Number

8. Administrative contracting officer, if different from #6, and telephone number

9. North American Industry Classification System

(NAICS) Code

The offeror may provide information on problems encountered on the identified contracts and the offeror's corrective actions.

Offerors are required to provide the Past Performance Questionnaire (Attachment 5) to three (3) references provided above who are requested to complete and submit the questionnaire attention to NIHCATSIII Contracting Officer via email at NIHCATSIII@mail.nih.gov by the proposal due date April 21, 2017. Subject line of email shall note the Offeror's name.”

2. Contract Number (for subcontracts, provide the prime contract number and the subcontract number)

3. Contract Type

4. Total Contract Value

5. Description of Requirement

6. Contracting Officer's Name and Telephone

Number

7. Program Manager's Name and Telephone

Number

8. Administrative contracting officer, if different from #6, and telephone number

9. North American Industry Classification System

(NAICS) Code

10. Period of Performance

The offeror may provide information on problems encountered on the identified contracts and the offeror's corrective actions.

Offerors are required to provide the Past Performance Questionnaire (Attachment 5) to three

(3) references provided above who are requested to complete and submit the questionnaire attention to NIHCATSIII Contracting Officer via email at NIHCATSIII@mail.nih.gov by the proposal due date April 21, 2017 May 19, 2017. Subject line of email shall note the Offeror's name.”

2. REVISED ATTACHMENTS

(18 pages)

ATTACHMENT 2A

REVISED REPRESENTATIONS AND CERTIFICATIONS

ATTACHMENT 2A

ANNUAL REPRESENTATIONS AND CERTIFICATIONS (Jan 2017), FAR Provision 52.204-8

PLEASE CHECK ONE –

The offeror has completed the annual representations and certifications electronically via the SAM website accessed through https://www.acquisition.gov. After reviewing the SAM database information, the offeror verifies by submission of the offer that the representations and certifications currently posted electronically that apply to this solicitation as indicated in

FAR 52.204-8, have been entered or updated within the last 12 months, are current, accurate, complete, and applicable to this solicitation (including the business size standard applicable to the NAICS code referenced for this solicitation), as of the date of this offer and are incorporated in this offer by reference.

Please check this box if you are in the process of completing your representations and certifications electronically via the SAM website and it is applicable to this solicitation. Vendor must be fully registered in SAM in accordance with FAR 52.204-8 at the time of award.

AUTHORIZED SIGNATURE

The representations and certifications must be executed by an individual authorized to bind the company. The Offeror makes the representations and certifications as part of its offer.

(Name of Company) Date

(Typed Name of Authorized Individual) (Signature of Authorized Individual)

Note: The penalty for making false statements in offers is prescribed in 18 U.S.C. 1001.

https://www.acquisition.gov/

ATTACHMENT 4A

REVISED SAMPLE TASK ORDER

ATTACHMENT 4A

Statement of Work

1. Project Title: National Institutes of Health (NIH) Site Visit

2. Task Order CO: Sample CO; 301-435-5000; sampleco@mail.nih.gov

3. Task Order COR: Sample COR; 301-435-5001; samplecor@mail.nih.gov

4. Proposed TO Type: Competitive hybrid Task Order Firm Fixed price for Labor and Time & Materials (T&M) for travel costs.

5. Period of Performance: October 2, 2017 – October 31, 2017

6. Special Approvals and Clearances: None

7. Purpose of Contract:

The purpose of this contract is to provide logistical coordination support for activities associated with convening a site visit review in Rockville, MD on October 23-25, 2017.

8. Background:

The NIH will be having a site visit. The visit will begin Monday, October 23rd, 2017 at 8 a.m. and will end by noon on

Wednesday, October 25th, 2017. The meeting will be held at 6001 Executive Blvd., Rockville, MD in rooms B1/B2 and will be chaired by Dr. Will and co-chaired by Dr. Wass, members of our Board of Scientific Counselors.

The number of attendees for the site visit is determined by the number of investigators in the Program plus a chair and co-chair for the event. The total number of participants including the chair and co-chair is 25.

9. Government Furnished Information: The Government will furnish information necessary to fulfill this contract, such as source data and all necessary specifications.

10. Government Furnished Resources: Conference Rooms and audio visual; On-Site Support Staff

11. General Information:

No on-site support during the site visit is needed

No materials (hand-outs, badges, etc.) are needed

None of the participants require special accommodations including interpreters

Expenses to be reimbursed after site visit with the exclusion of the airline ticket, per diem and hotel rooms, which must be paid for by the contractor upfront. The Honorarium is to be paid by check on the day of the site visit.

Tasks

Task 1: Travel Support for Non-Federal Government Employees to be arranged in accordance with

Federal, HHS and NIH Statues, Regulations and Policies.

Task 1.1: Airfare:

Site Visitors will travel from domestic (21) and foreign (Canada-2) locations and the breakdown is as follows:

o 1 from the Bel Air, MD area o 1 from the New York, NY area o 1 from New Haven, CT area o 3 from Boston, MA area o 2 from Durham, NC area o 4 from Chapel Hill, NC area o 1 from Atlanta, GA area o 1 from Tallahassee, FL area o 2 from East Lansing, MI area o 1 from Ann Arbor, MI area o 1 from Minneapolis, MN area o 1 from Austin, TX area o 1 from Seattle, WA area o 1 from Stanford, CA area o 1 from Hamilton, Ontario, Canada area o 1 from Waterloo, Ontario, Canada area

(23 travelers)

Assumptions: For the purpose of this task order all travelers except the Bel Air, MD reviewer will travel by air. Each visitor will have one checked bag.

Task 1.2: Hotel:

Hotel site should be in the Rockville area in close proximity to 6001 Executive Blvd., Rockville, MD.

The contractor must provide for three nights of accommodation for 23 reviewers (10/22/17, 10/23/17 and 10/24/17).

The contractor is responsible for establishing the block of rooms as well as submitting a rooming list.

In addition to the other site reviewers, rooms should be blocked for the chair, Dr. Will and the co-chair, Dr. Wass, for 3 nights; however these 2 individuals will pay for their rooms directly and we will take care of the reimbursement as with the rest of their expenses.

Assumptions: For the purpose of this task order all travelers will be staying in the hotel.

Task 1.3: Per Diem:

Per Diem (M&IE) - The contractor must provide the M&IE portion of the daily per diem to each traveler for each day of the meeting.

Task 1.4: Ground Transportation:

Taxis:

o The contractor must assume a Not-To-Exceed amount of $200 per traveler ground transportation reimbursement for all 22 attendees traveling by air/train.

o This covers reviewer's ground expenses to and from the airport/train station on both legs of their trips

Shuttle Bus:

o The contractor must coordinate all ground transportation between the hotel and meeting location for 10/23/16-10/25/17 o Up to 25 Site Visitors for each trip o Site Visitors should be dropped off at the front door of 6001 Executive Blvd., Rockville, MD o We have not identified a shuttle service vendor o The contractor is responsible for arranging and paying for the shuttle bus between the hotel and meeting, 5 trips in total o Pick-Up and Drop-Off Details:

o Morning pick-up at the hotel by 7:30 a.m. on 10/23/17, 10/24/17 and 10/25/17 o Targeted arrival time at 6001 Executive Blvd., Rockville, MD is before 8:00 a.m. on 10/23-

25/17 o Afternoon pick-up on 10/23/17 and 10/24/17 at 5:00 p.m. for return to hotel o There will be no afternoon pick up on 10/25/17; site visitors will depart from 6001 Executive

Blvd., Rockville, MD for return home

Task 1.5: Honorarium:

The contractor must provide honorarium for each day of service the reviewer provides at the site visit

Honorarium amount will be for $200 a day

Basis for Award and

Evaluation Criteria for the Sample Task Order:

The basis for award will be best value with the two non-price factors being, when combined significantly more important than price

The Order of Importance

1. Technical Approach

2. Corporate Experience

3. Price

First, we will evaluate the technical approach and corporate experience for each vendor and rate them on a scale from 1‐5 with 5 being the top rating. The scale being used is as follows:

1 – Poor: No information on technical approach provided or no experience cited.

2 – Fair: Evidence of some experience planning meetings and working with Federal Government.

3 – Good: Evidence of some experience planning meetings and working with Federal Government. Some cases cited of repeat customers/awards.

4 – Outstanding: Evidence of abundant experience planning meetings and working with Federal Government; some work with site visits. Some cases cited of repeat customers/awards.

5 – Exceptional: Evidence of abundant experience planning meetings, working with Federal Government, and working with site visits. Frequent cases cited of repeat customers/awards.

Lastly, we will evaluate the costing information from each vendor. This evaluation will include a comparison to our

Independent Government Cost Estimate to check responsiveness and reasonableness. Responsive - did vendors take into consideration all of the costs and include them in their quote. Reasonableness – are their rates too high and very low in comparison to the IGCE.

Response Instructions for Sample Task Order

The response to the Sample Task Order (STO) should consist of two (2) volumes. The volumes are: Volume I –

Technical Submission for Sample Task Order and Volume II – Business Submission for Sample Task Order.

Proposal must comply with the page limitations and format specified for each volume. Information submitted beyond limitations identified will not be evaluated. The follow-on paragraphs provide the specific information required for each volume.

Volume Format Page Limitation

Volume I – Technical Submission for STO PDF 7 page limit (included in the 25 pages limit for Technical

Proposal)

Volume II – Business Submission for STO MS Excel None

Volume I – Technical Submission for Sample Task Order. Proposals shall clearly demonstrate the Offeror’s ability to fulfill all the technical requirements of this TORP. Narratives shall be provided in a manner that clearly demonstrates a thorough understanding of all related services to be provided and that allows for evaluation using the evaluation factors.

Volume II – Business Submission for Sample Task Order. The Sample Task Order business submission must be clearly marked “Volume II, Business Submission for Sample Task Order”.

ATTACHMENT 9A

REVISED NIHCATS III LABOR CATEGORY DESCRIPTIONS

ATTACHMENT 9A

NIHCATS III LABOR CATEGORY DESCRIPTIONS

1. PROJECT MANAGER

Functional Responsibility: Manages multiple projects and project managers. Serves as the overall lead or director on complex projects and multiple agency contracts and serves as the principal liaison between the contractor and multiple government agencies. The Project Manager is responsible for ensuring that all tasking associated with a Government-funded program or project is completed effectively and efficiently, on time. Manages associated technical project issues. Assures quality control programs are in place and consistent on all programs assigned.

Education: MA/MS desired; BA/BS required Experience: 5 or more years relevant experience

2 ASSISTANT PROJECT MANAGER

Functional Responsibility: Serves as a lead on complex projects and multiple agency contracts and serves as the principal liaison between the contractor and multiple government agencies. The Assistant Project Manager is responsible for ensuring that all tasking associated with a Government-funded program or project is completed effectively and efficiently, on time. Coordinates manpower and resources for multiple projects. Manages associated technical project issues. Assures quality control programs are in place and consistent on all programs assigned.

Education: MA/MS desired; BA/BS required Experience: 3 or more years relevant experience

3. ADMINISTRATIVE ASSISTANT

Functional Responsibility: In direct support of professional positions, conducts a variety of clerical and administrative activities. Maintains office files. Provides word processing, spread sheets and graphics as desired;

other duties as assigned.

Education: High school degree Experience: 2 or more years relevant experience

4. WEB PROJECT MANAGER

Functional Responsibility: Responsible for web strategy and operations. Develops business plan and annual budget for website function. Accountable for budget, staff planning, management, and products and service delivery.

Oversees operational activities of the website(s) with specific attention aimed at content creation and website maintenance.

Education: BA/BS required

5. WEB DESIGNER

Functional Responsibility: Under general supervision, designs and develops user interface features, site animation, and special-effects elements. Contributes to the design group’s efforts to enhance the look and feel of the organization’s online offerings. Designs the website to support the organization’s strategies and goals relative to external communications. Develops applications based on current, new and future net-based applications. Requires significant graphics and design experience as well as HTML knowledge.

6. WEB SOFTWARE DEVELOPER

Functional Responsibility: Experienced in the design and development, testing, deployment, and maintenance of web or web applications constructed in a business application or survey application mode. Experienced in developing 508 - compliant web applications for relational database and/or data retrieval systems.

7. WEB CONTENT ADMINISTRATOR

Functional Responsibility: Responsible for developing and providing content that will motivate and entertain users so that they regularly access the website and utilize it as a major source for information and decision-making.

Responsible for managing/performing website editorial activities including gathering and researching information that enhances the value of the site. Locates, negotiates, and pursues content. Seeks out customers to gather feedback for website improvement and enhancements. Requires experience in production management, web page design, HTML, and web graphics types and standards.

8. INTERPRETER

Functional Responsibility: Possess skills in a broad range of general interpreting assignments. Are used in general assignments, including, but not limited to, staff/business meetings, interviews, training courses, conferences and education classes.

Education: a minimum of an Associates Degree in relevant area. An additional 2 years of experience in the relevant area may be substituted for an Associate’s Degree.

Experience: 3 or more years in interpreting services. Interpreters must have demonstrated proficiency in grammar and spelling

9. TOUR GUIDE/ESCORT

Functional Responsibility: Escort individuals or groups on sightseeing tours or through places of interest, such as industrial establishments, public buildings, and art galleries. Speak foreign languages to communicate with foreign visitors. Possess skill in speaking, active Listening, social perceptiveness, service orientation, and reading comprehension. Possess ability for oral expression, oral comprehension, speech clarity, speech recognition, and problem sensitivity.

Education: Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree. Some may require a bachelor's degree.

Experience: Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed 3 or 4 years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.

10. STATISTICIAN

Functional Responsibility: Collects, classifies and analyzes quantified and statistical data in projects and special studies. Develop study plans, determines data needs, and statistical techniques to be applied, and prepares reports and studies.

Education: Master’s degree in finance or related field Experience: 8 or more years relevant experience

11. EVALUATION SPECIALIST

Functional Responsibility: Supports evaluation efforts through extensive information gathering, report generation, and data analysis.

12. AUDIO/VISUAL COORDINATOR

Functional Responsibility: Provides videoconferencing services for various groups. Receives requests for videoconferencing services, schedules events with videoconferencing coordinators, works with requesters concerning meeting requirements, sets up and tests equipment including peripherals, trains users as necessary, handles controls or peripheral equipment for high-profile meetings, breaks down and stores equipment between uses, and provides audiovisual assistance as requested. Uses computer equipment and software for E-mail, videoconferencing scheduling, word processing, spreadsheets, databases, or Internet access. Attends videoconferencing facilitator meetings and annual refresher seminars. May perform work in video related areas such as videotaping, photography, equipment maintenance, database updates, or equipment research.

Education: High school degree Experience: 2 or more years relevant experience

13. LOGISTICAL/TECHNICAL SUPPORT SPECIALIST

Functional Responsibility: Performs logistics tasks associated with logistics engineering, scientific or general data processing functions within Governmental and/or civil development. Acquisition, sustainment and/or operational environments, interfaces with individual users to resolve operational and/or business processes, and/or routine technical, problems. Coordinates tasks with other employees, trains and assists less-experienced personnel.

Participates as individual contributor and as member of multiple cross functional integrated product teams and/or functional area teams.

14. CONFERENCE MANAGEMENT DIRECTOR

Functional Responsibility: Provides oversight on conference management projects. Serves as a lead on complex projects and multiple agency contracts and serves as the principle liaison between the contractors and multiple government agencies. The CMD is responsible for ensuring that all tasking associated with a Government funded program or project is completed effectively and efficiently, on time and within budget. Coordinates manpower and resources for conference projects. Assures quality control programs are in place and consistent on all projects assigned.

Experience: 5 or more years relevant experience

15. GRAPHIC ARTIST

Functional Responsibility: Prepares art and graphic design/illustration projects. Conceptualizes designs and produces trade show booths and/or other types of exhibits and their accompanying materials. Designs graphic materials for project presentations.

Education: Associates or formal training in Graphic Design or acknowledged mastery and recognition as a professional artist.

16. SCIENTIFIC WRITER

Functional Responsibility: Combine an understanding of the sciences and an ability to write well. This interdisciplinary position involves analyzing scientific data and translating the information into writing that can easily be understood by readers. A bachelor's degree as well as a background in a scientific field is usually required.

Responsible for composing a variety of documents about physical, medical, chemical or biological sciences. Write for a variety of media, including periodicals, books, websites and newspapers. Readers of these publications can be experts or laypeople, so science writers are responsible for conveying information to a wide audience successfully.

Education: Bachelor's Degree in as well as a background in a scientific field Experience: between 3 to 5 years relevant experience

17. SENIOR WRITER

Functional Responsibility: Formulates and writes copies for projects including fact sheets, project summaries, monthly progress reports, informational packets, press releases, publications and web content. Provides technical writing, editing and proofreading support for materials such as reports, news releases, fact sheets web site text, and PSA scripts. Collaborates with subject matter experts, researchers, and graphic artist to produce documents.

Education: Bachelor’s degree in Journalism, Communication, English, or related field Experience: 5 or more years of experience.

18. JUNIOR WRITER

Functional Responsibility: Provides technical writing support for project deliverables. Conducts research, identifies subject matter experts, and conducts interviews. Gathers data and collates and organizes facts for inclusion in written products. Develops drafts and submits them for review. Proofreads copy written by project team members and client. Plans web and print products.

Education: Bachelor’s Degree in Journalism, Communication, English, or related field Experience: 3 or more years of technical/editing experience.

19. SUBJECT MATTER EXPERT

Functional Responsibility: Experience in applying expertise in the areas of conference, administrative, and travel services. Applies principles, methods and knowledge of the functional area of capability to specific task order requirements.

Education: B.A. /B.S. in business, marketing, computer science, management, communication or related discipline.

Experience: 5 - 10 years relevant experience

*NOTE: SUBSTITUTION OF EXPERIENCE FOR EDUCATION

Four years of relevant experience may be substituted for a college degree.

ATTACHMENT 18A

CONTRACTOR PRE-CONFERENCE EXPENSE

OFFSET WORKSHEET

https://nihcatsii.olao.od.nih.gov/NIHCATSIII_Attachments/Pre-Conf-worksheet.pdf https://nihcatsii.olao.od.nih.gov/NIHCATSIII_Attachments/Pre-Conf-worksheet.pdf

FORM APPROVED: OMB No. 0990-0115

Contractor Pre-Conference Expense Offset Worksheet

Contract Number:

Task Order/Work Assignment Number:

Conference Title:

Estimated Conference Expense/Registration Information Dollar Estimate

1. Direct Labor (specify by labor category)

2. Materials

3. Reproduction Costs

4. Conference Space/Meeting Rooms

5. Travel and/or Per Diem (deduct meals that are provided)

6. Hotel/Accommodations/Lodging rooms

7. Speaker Fees/Honoraria/Stipend

8. Audio Visual or other presentation costs

9. Transcription or Recording services

10. Light Refreshments

11. Meals

12. Other Direct Costs (list all other expenses and the associated costs for each)

13. Indirect Expenses (Fringe, Overhead, G&A)

14. Fee (if applicable)

15. Total Estimated Conference Costs (Sum of lines 1 - 14)

16. Per Person Registration Fee

17. Estimate of Fee Paying Attendees

18. Estimate of Total Registration Fees Collected (line 16 x line 17) *Must be less than Total Estimated Conference Costs (line 15)

19. Estimated Conference Costs Minus Registration Fee (line 15 – line 18)

NIH estimates that it will take 180 minutes to complete this form. This includes time for reviewing the instructions, gathering needed information, and completing the form. An agency may not conduct or sponsor, and a person is not required to respond to, a collection of information unless it displays a currently valid OMB control number. If you have comments regarding this burden estimate or any other aspects of the collection of information, including suggestions for reducing this burden, send comments to NIH Project Clearance Office, 6705 Rockledge Drive MSC 7974, Bethesda, MD 20892-7974, Attention: PRA (0990-0115). Do not return the completed form to this address.

Contractor Pre-Conference Expense Offset Worksheet (3/08) Page 1 of 1

ATTACHMENT 19

CONTRACTOR POST-CONFERENCE EXPENSE

OFFSET WORKSHEET

https://nihcatsii.olao.od.nih.gov/NIHCATSIII_Attachments/Post-Conf-worksheet.pdf https://nihcatsii.olao.od.nih.gov/NIHCATSIII_Attachments/Post-Conf-worksheet.pdf

: __________________ Phone No: ________________

_________________ Phone No: _________________ __________________ Phone No: ________________ ce: ______________________ nter (IC):

cer Officer:

son (if different than PO):

mber:

/Work Assignment Number (if applicable)

Title onferen of the number and type of attendees:

of Federal Attendees __________ of HHS Federal Attendees of Non-HHS Federal Attendees No. of Non-HHS Federal Attendees charged a registration fee________ Rationale for charging registration fee:

Rationale for charging registration fee:

Rationale for not charging registration fee:

No. of Attendees _________ (lines 10a + 10d)

iii. No. of Non-HHS Federal Attendees not charged a registration fee Rationale for not charging registration fee:

o. of Non-Federal Attendees

i. No. of Non-Federal Attendees to be charged a registration fee

ii. No. of Non-Federal Attendees not charged a registration fee otal otal No. of Fee-Paying Attendees ________ (lines 10.c.i + 10 d.i) otal Registration Fees Collected (Offset): $

FORM APPROVED: OMB No. 0990-0115

Post-Conference Expense Offset Worksheet

1. Institute/Ce

2. Project Offi

3. Contracting

4. Contact per

5. Contract Nu

6. Task Order

7. Contractor:

8. Conference

9. Date(s) of C

10. Description

a. No.

b. No.

c. No.

i.

ii.

d. N

e. T

f. T

g. T

Post-Conference Expense Offset Worksheet (3/2008) Page 1 of 2

Post-Conference Expense Offset Worksheet

Contract Number: _____________________

Task Order/Work Assignment Number: ______________

Conference Title

Conference Expense/Registration Information Actual Dollar Amt.

1. Direct Labor (specify by labor category)

2. Materials

3. Reproduction Costs

4. Conference Space/Meeting Rooms

5. Travel and/or Per Diem (deduct meals that are provided)

6. Hotel/Accommodations/Lodging rooms

7. Speaker Fees/Honoraria/Stipend

8. Audio Visual or other presentation costs

9. Transcription or Recording services

10. Light Refreshments

11. Meals

12. Other Direct Costs (list all other expenses and the associated costs for each)

13. Indirect Expenses (Fringe, Overhead, G&A)

14. Fee (if applicable)

15. Total Conference Costs (Sum of lines 1 - 14)

16. Per Person Registration Fee

17. No. of Fee Paying Attendees

18. Total Registration Fees Collected (line 16 x line 17) *Must be less than Total Conference Costs (line 15)

19. Conference Costs Minus Registration Fee (line 15 – line 18)

NIH estimates that it will take 180 minutes to complete this form. This includes time for reviewing the instructions, gathering needed information, and completing the form. An agency may not conduct or sponsor, and a person is not required to respond to, a collection of information unless it displays a currently valid OMB control number. If you have comments regarding this burden estimate or any other aspects of the collection of information, including suggestions for reducing this burden, send comments to NIH Project Clearance Office, 6705 Rockledge Drive MSC 7974, Bethesda, MD 20892-7974, Attention: PRA (0990-0115). Do not return the completed form to this address.

Post-Conference Expense Offset Worksheet (3/2008) Page 2 of 2

3. RESPONSES TO QUESTIONS

(49 pages)

SECTION QUESTIONS

1.01 Section B Are bidders required to bid all 19 labor categories?

1.02 Section J Regarding labor categories, are all labor categories in Attachment 9 required?

1.03 Section J Pages 3 and 4 of the RFP, as well as Attachment 9, NIHCATS III Labor Category Descriptions, list 19 labor categories. Does the Government expect contractors to bid personnel in all of these labor categories? May contractors add other labor categories at the BPA level if deemed appropriate to conference, administrative, and travel services?

1.04 Section J The Government states that the purpose of the Statement of Work (SOW) is to provide a broad range of services, including support for meetings and conferences; travel; documentation; administrative support; website design, development, and maintenance; and any other activities supporting meetings and conferences (RFP, page 5). However, Attachment 9, NIHCATS III Labor Category Descriptions, and Attachment 10, Section B, Pricing Table, do not provide the requisite labor categories that allow for the delivery of efficient, cost effective conference services (i.e., Conference/Meeting Assistant, Conference/Meeting Planner, and Senior Conference/Meeting Planner). We respectfully request the Government to expand Attachment 9, NIHCATS III Labor Category Descriptions and Attachment 10, Section B, Pricing Table, to include the aforementioned conference/meeting planning labor categories.

1.05 Section J Attachment 9, NIHCATS III Labor Category Descriptions, and Attachment 10, Section B, Pricing Table, do not include editorial staff. Editors and copyeditors are important positions in the quality control process for written deliverables. We respectfully request the Government to expand Attachment 9, NIHCATS III Labor Category Descriptions and Attachment

10, Section B, Pricing Table, to include an editor and a copy editor.

RESPONSE Offerors shall submit a loaded ceiling rate for ALL labor categories in Attachment 10/Article B.2 Proposed Offeror's

Price/Cost Table. Offerors are not required to bid specific personnel in these labor categories. Offerors are to map their labor categories to the closest available labor category listed in Attachment 9A (amended) and Attachment 10.

No additional labor categories will be added to the IDIQ contract at this point. Incidental services will be determined at the task order level.

We received several duplicate questions, resultantly we have grouped the questions together and provided the response at the bottom of each question or group of questions with identical responses. The questions and responses are in no particular order and we have referenced the Section(s) of the RFP relating to the question for your convenience.

RESPONSES TO QUESTIONS

NIHCATS III - NIHOD2017130 QUESTIONS AND RESPONSES 1 of 49

2 Section B Can offerors propose GSA labor categories and rates that map to the NIHCATS III labor categories?

RESPONSE Offerors shall use Attachment 10 to provide their rates for NIHCATS III. A crosswalk between NIHCATS III and GSA labor categories with current rates may be provided in addition to Attachment 10.

3.01 Section B Are offeror’s required to submit the full build-up of their proposed fully burdened rates (including direct labor rates, indirect rates, fee, etc.) to support Attachment 10? Or, is Attachment 10 the only price table that is required?

3.02 Section B Are offeror’s required to submit fully burdened rates for proposed subcontractors? If so, should these rates be presented in the format of Attachment 10?

RESPONSE Attachment 10 is the only price table required for the Price Proposal for the IDIQ. Offerors are not required to submit the full build-up of their rates. It is irrelevant if these are prime or subcontractor employees.

4.01 Section B What start date should offerors use for pricing purposes?

4.02 Section B What is the anticipated award date?

RESPONSE Estimate using a start/award date during the first quarter of CY 2018.

5.01 Section C Page 11: Are the reporting requirements under "Article C.2. Reporting Requirements" for the IDIQ or TOs?

5.02 Section C The same section (under item b. Other Reports) states: “The Contractor shall submit the following reports as required by the INFORMATION AND PHYSICAL ACCESS SECURITY Article in SECTION H of this contract. This requirement applies at the task order level.” There are no “following” reports listed under that section. Are all reporting requirements in this section limited to those in the INFORMATION AND PHYSICALACCESS SECURITY Article in SECTION H?

- Please confirm these reports are only due at the task order level.

5.03 Section C Article C2: Reporting Requirements: states that “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” Can you please confirm whether these progress reports are only needed at the task order level, or whether they are required whether or not a task order has been awarded?

- If the latter, what is the format and information required for progress reports not related to a specific task order?

NIHCATS III - NIHOD2017130 QUESTIONS AND RESPONSES 2 of 49

RESPONSE With reference to Article C.2 Reporting Requirement.

Part "a. Technical Progress Reports" is for the IDIQ contract. Technical Progress Reports are required at the IDIQ level only after a task order has been awarded to the contractor. Provide an overall snapshot of all task orders awarded. There is no specific format for the progress reports.

Part "b. Other Reports/Deliverables (as required at the task order level)" is at the task order level. The reports referenced are in Section H are at the task order level.

6 Section C The same section also mentions: “no hard copies of these reports will be required as follows” and then selects Monthly, Annually & Final. Please clarify what is expected, given the statement that “no” hard copy of these report is required.

RESPONSE No hard copies of the report are required, only electronic/soft copies are required.

7.01 Section C Will contractor personnel travel to Tanzania, Mali, Cambodia etc. to provide support for those attending these conferences/meetings or will they be providing this support from stateside?

7.02 Section C RFP C.1.2 - Scope - Please define the requirement for the On-site support at these remote locations can range from one

(1) month to one (1) year or longer. Can this be satisfied via the teaming agencies Pan APAC, or Pan European service centers to provide access for travel and meetings support for the broad range of services described?

7.03 Section C RFP C.1.3.1. – Article 1 – Statement of Work Provide prepaid tickets may not be attainable in certain areas of the world, instead a traveler must buy their ticket at the airport accompanied by appropriate documentation including Passports, Visas, Country Invitations and task orders. Will agreeing to prepaids “where allowable” be in compliance?

7.04 Section C C.1.3.1 Travel Support (Task Area 1): Page 6

When an interpreter has been assigned to a delegation, the interpreter also acts as an escort during the…