2_-_FSAFEDS_RFP_Number_OPM35-14-R-0004_-_Pages_2-134--12.22.2014.pdf

UNITED STATES OFFICE OF PERSONNEL MANAGEMENT

SSOOLLIICCIITTAATTIIOONN NNUUMMBBEERR OOPPMM3355--1144--RR--00000044

(b) Continuation of Any Block from Standard Form 1449

(1) Block 10 (Continued)

In accordance with Federal Acquisition Regulation (FAR) 19.303(b), since different services are required in the solicitation, we have identified the applicable North American Industry Classification System (NAICS) codes and size standards as follows:

(a) NAICS Code: 519130 – Internet Publishing and Broadcasting and Web Search Portals Size Standard: 500 Employees

Applicable Services: Development and maintenance of website and development and production of enrollment portal

(b) NAICS Code: 524292 – Third Party Administration of Insurance and Pension Funds

Size Standard: $32.5 Million Applicable Services: All other services

(2) Contract Line Item Numbers (CLINs)

(a) The United States Office of Personnel Management (OPM, The Government, or We) expects to award a contract that includes firm-fixed-price (FFP) Contract Line Item Numbers (CLINs), which specify pricing for each of the deliverables associated with the requirements described in Statement of Objectives (SOO). We expect that CLINs in the award will include some or all of the items provided in the CLINs tables in Section (b)(3) Blocks 19, 20, 22, and 23 (Continued) on Pages 4-8, it may also include additional options proposed by the offeror.

(b) Each CLIN must represent one of the proposed deliverables in the offeror’s technical approach. Each deliverable must consist of an end product or business or technical outcome that is of value to OPM. Examples of deliverables could include the delivery of a system, useful system component, training program or ongoing operational activities. General project activities such as program management, or deliverable phases such as testing, must be described in the offeror’s technical approach, but do not merit their own CLIN and deliverable.

(c) For pricing guidance and instructions for all CLINs refer to Section (b)(4) CLINs Pricing Guidance on Page 9.

(d) There is no funding source other than per account per month charges paid by Federal agencies for their participating employees with the exceptions of OPM’s discretionary Risk Reserve Account offset or “buy-down” of these charges, as provided in Section D.1.3.4.5, Risk Reserve Account and Sources and Uses of Funds, Number 1. Risk

Reserve Account, and temporary Risk Reserve assistance to pay claims if needed, as provided in Section D.1.3.4.2 FSAFEDS Administration, Number 3. Funding Claims Payments.

(3) Blocks 19, 20, 22, and 23 (Continued)

Base Period (Contract Award – August 31, 2019) Base Year 1 (Contract Award – August 31, 2016)

OPM Estimates Offeror Proposed Assumptions

Number of Eligibles 1,800,000

Number of Health Care Accounts 325,000

Number of Dependent Care Accounts 55,000

Employee Allotments $740,000,000.00

19.

CLINs

20.

SCHEDULE OF SUPPLIES/SERVICES

22.

UNIT

23.

UNIT PRICE

(Based on OPM Estimates)

23.

UNIT PRICE

(Based on Offeror Proposed

Assumptions)

00001 FSAFEDS Administration, which includes all costs to perform the deliverable area as described in the Statement of Objectives including but not limited to:

Development and Maintenance of Website

Development and Production of Enrollment Portal

Development, Production, and Distribution of

Marketing/Educational Materials

Development and Maintenance of Payroll Interfaces

(BENEFEDS)

Development and Maintenance of Interfaces with

OPM-Sponsored FEHB and FEDVIP Plans

Establishment and Maintenance of Flexible Spending

Accounts, Including Grace Periods and Carryover

Establishment and Operation of Claims Systems

Establishment and Normal Operation (Excluding

Open Season) of Call Center Including Personnel, Training, and Hardware

Additional Call Center Expenses (Open Season Only)

Establishment and Maintenance of

Accounting/Financial System for OPM Contract

Appeals

Mail (Not Accounted for Above)

Discrimination Testing

Reporting

Travel

Per Account Per Month Fixed Price

00002 Additional Deliverables As Suggested By Offeror Per Account

Base Period (June 1, 2015 – August 31, 2019) Base Year 2 (September 1, 2016 – August 31, 2017)

OPM Estimates Offeror Proposed Assumptions

Number of Eligibles 1,800,000

Number of Health Care Accounts 325,000

Number of Dependent Care Accounts 55,000

Employee Allotments $740,000,000.00

19.

CLINs

20.

SCHEDULE OF SUPPLIES/SERVICES

22.

UNIT

23.

UNIT PRICE

(Based on OPM Estimates)

23.

UNIT PRICE

(Based on Offeror Proposed

Assumptions)

10001 FSAFEDS Administration, which includes all costs to perform the deliverable area as described in the SOO including but not limited to:

Development, Production, and Distribution of

Marketing/Educational Materials

Development and Maintenance of Payroll Interfaces

(BENEFEDS)

Development and Maintenance of Interfaces with

OPM-Sponsored FEHB and FEDVIP Plans

Establishment and Maintenance of Flexible Spending

Accounts, Including Grace Periods and Carryover

Establishment and Operation of Claims Systems

Establishment and Normal Operation (Excluding

Open Season) of Call Center Including Personnel, Training, and Hardware

Additional Call Center Expenses (Open Season Only)

Establishment and Maintenance of

Accounting/Financial System for OPM Contract

Appeals

Mail (Not Accounted for Above)

Discrimination Testing

Reporting

Travel

Per Account

10002 Additional Deliverables As Suggested By Offeror Per Account

Base Year 3 (September 1, 2017 – August 31, 2018)

OPM Estimates Offeror Proposed Assumptions

Number of Eligibles 1,800,000

Number of Health Care Accounts 325,000

Number of Dependent Care Accounts 55,000

Employee Allotments $740,000,000.00

19.

CLINs

20.

SCHEDULE OF SUPPLIES/SERVICES

22.

UNIT

23.

UNIT PRICE

(Based on OPM Estimates)

23.

UNIT PRICE

(Based on Offeror Proposed

Assumptions)

20001 FSAFEDS Administration, which includes all costs to perform

Development, Production, and Distribution of

Marketing/Educational Materials

Development and Maintenance of Payroll Interfaces

(BENEFEDS)

Development and Maintenance of Interfaces with

OPM-Sponsored FEHB and FEDVIP Plans

Establishment and Maintenance of Flexible Spending

Accounts, Including Grace Periods and Carryover

Establishment and Operation of Claims Systems

Establishment and Normal Operation (Excluding

Open Season) of Call Center Including Personnel, Training, and Hardware

Additional Call Center Expenses (Open Season Only)

Establishment and Maintenance of

Accounting/Financial System for OPM Contract

Appeals

Mail (Not Accounted for Above)

Discrimination Testing

Reporting

Travel

Per Account

20002 Additional Deliverables As Suggested By Offeror Per Account

Base Year 4 (September 1, 2018 – August 31, 2019)

OPM Estimates Offeror Proposed Assumptions

Number of Eligibles 1,800,000

Number of Health Care Accounts 325,000

Number of Dependent Care Accounts 55,000

Employee Allotments $740,000,000.00

19.

CLINs

20.

SCHEDULE OF SUPPLIES/SERVICES

22.

UNIT

23.

UNIT PRICE

(Based on OPM Estimates)

23.

UNIT PRICE

(Based on Offeror Proposed

Assumptions)

30001 FSAFEDS Administration, which includes all costs to perform

Development, Production, and Distribution of

Marketing/Educational Materials

Development and Maintenance of Payroll Interfaces

(BENEFEDS)

Development and Maintenance of Interfaces with

OPM-Sponsored FEHB and FEDVIP Plans

Establishment and Maintenance of Flexible Spending

Accounts, Including Grace Periods and Carryover

Establishment and Operation of Claims Systems

Establishment and Normal Operation (Excluding

Open Season) of Call Center Including Personnel, Training, and Hardware

Additional Call Center Expenses (Open Season Only)

Establishment and Maintenance of

Accounting/Financial System for OPM Contract

Appeals

Mail (Not Accounted for Above)

Discrimination Testing

Reporting

Travel

Per Account

30002 Additional Deliverables As Suggested By Offeror Per Account

Option Year (September 1, 2019 – August 31, 2020)

OPM Estimates Offeror Proposed Assumptions

Number of Eligibles 1,800,000

Number of Health Care Accounts 325,000

Number of Dependent Care Accounts 55,000

Employee Allotments $740,000,000.00

19.

CLINs

20.

SCHEDULE OF SUPPLIES/SERVICES

22.

UNIT

23.

UNIT PRICE

(Based on OPM Estimates)

23.

UNIT PRICE

(Based on Offeror Proposed

Assumptions)

40001 FSAFEDS Administration, which includes all costs to perform

Development, Production, and Distribution of

Marketing/Educational Materials

Development and Maintenance of Payroll Interfaces

(BENEFEDS)

Development and Maintenance of Interfaces with

OPM-Sponsored FEHB and FEDVIP Plans

Establishment and Maintenance of Flexible Spending

Accounts, Including Grace Periods and Carryover

Establishment and Operation of Claims Systems

Establishment and Normal Operation (Excluding

Open Season) of Call Center Including Personnel, Training, and Hardware

Additional Call Center Expenses (Open Season Only)

Establishment and Maintenance of

Accounting/Financial System for OPM Contract

Appeals

Mail (Not Accounted for Above)

Discrimination Testing

Reporting

Travel

Per Account

40002 Additional Deliverables As Suggested By Offeror Per Account

(4) CLINs Pricing Guidance

(a) All pricing is all-inclusive and FFP. Offerors should take into consideration all costs associated with providing their services for the Program. The FFP is the maximum amount offerors will receive per account. The actual aggregate amount may vary based on the number of accounts and on meeting performance targets as outlined in the

Quality Assurance Surveillance Plan (QASP).

(b) All costs must be allowable, allocable and reasonable as defined in Part 31 of the FAR.

(c) The offeror must propose fixed prices for each year of the base period and option year.

(d) The offeror receives fixed prices for participants only. If an enrollee is not eligible post enrollment, fixed prices must be returned to the applicable Federal agency.

(e) The offeror’s price proposals must include detailed cost breakouts for all costs for each

CLIN. In addition, you must outline your assumptions (including enrollment) and any other factors you used to arrive at the proposed unit price for each CLIN as compared to historical data provided in the appendices. We will evaluate your assumptions for reasonableness.

(c) Contract Clauses

(1) 52.252-2 Clauses Incorporated by Reference (Feb 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this address:

https://www.acquisition.gov/far.

FAR Clause Title Date

52.204-4 Printed or Copied Double-Sided on Postconsumer Fiber Content Paper May 2011

52.204-6 Data Universal Numbering System Number Jul 2013

52.204-7 System for Award Management Jul 2013

52.204-9 Personal Identity Verification of Contractor Personnel Jan 2011

52.212-4 Contract Terms and Conditions – Commercial Items May 2014

52.217-5 Evaluation of Options Jul 1990

52.224-1 Privacy Act Notification Apr 1984

52.224-2 Privacy Act Apr 1984

52.227-14 Rights in Data – General May 2014

(2) 52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders – Commercial Items (Dec 2014)

(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are incorporated in this contract by reference, to implement provisions of law or

Executive orders applicable to acquisitions of commercial items:

(1) 52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (Dec 2014)

(2) 52.222-50, Combating Trafficking in Persons (Feb 2009) (22 U.S.C. 7104(g)).

___Alternate I (Aug 2007) of 52.222-50 (22 U.S.C. 7104(g)).

(3) 52.233-3, Protest After Award (AUG 1996) (31 U.S.C. 3553).

(4) 52.233-4, Applicable Law for Breach of Contract Claim (OCT 2004)"(Public Laws 108-77 and 108-78 (19 U.S.C. 3805 note)).

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the

Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial items:

[Contracting Officer check as appropriate.]

_X_ (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (Sept 2006), with

Alternate I (Oct 1995) (41 U.S.C. 4704 and 10 U.S.C. 2402).

https://www.acquisition.gov/far https://acquisition.gov/far/current/html/52_207_211.html#wp1146366 https://acquisition.gov/far/current/html/52_222.html#wp1151848 http://uscode.house.gov/ https://acquisition.gov/far/current/html/52_222.html#wp1151848 http://uscode.house.gov/ https://acquisition.gov/far/current/html/52_233_240.html#wp1113329 http://uscode.house.gov/uscode-cgi/fastweb.exe?getdoc+uscview+t29t32+1665+30++%2831%29%20%20AND%20%28%2831%29%20ADJ%20USC%29%3ACITE%20%20%20%20%20%20%20%20%20 https://acquisition.gov/far/current/html/52_233_240.html#wp1113344 http://uscode.house.gov/ https://acquisition.gov/far/current/html/52_200_206.html#wp1137622 http://uscode.house.gov/

_X_ (2) 52.203-13, Contractor Code of Business Ethics and Conduct (Apr 2010) (41 U.S.C.

3509)).

__ (3) 52.203-15, Whistleblower Protections under the American Recovery and

Reinvestment Act of 2009 (June 2010) (Section 1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Reinvestment Act of 2009.)

_X_ (4) 52.204-10, Reporting Executive Compensation and First-Tier Subcontract Awards

(Jul 2013) (Pub. L. 109-282) (31 U.S.C. 6101 note).

__ (5) [Reserved].

__ (6) 52.204-14, Service Contract Reporting Requirements (Jan 2014) (Pub. L. 111-117, section 743 of Div. C).

__ (7) 52.204-15, Service Contract Reporting Requirements for Indefinite-Delivery

Contracts (Jan 2014) (Pub. L. 111-117, section 743 of Div. C).

_X_ (8) 52.209-6, Protecting the Government’s Interest When Subcontracting with

Contractors Debarred, Suspended, or Proposed for Debarment. (Aug 2013) (31 U.S.C. 6101 note).

_X_ (9) 52.209-9, Updates of Publicly Available Information Regarding Responsibility

Matters (Jul 2013) (41 U.S.C. 2313).

__ (10) [Reserved].

__ (11)(i) 52.219-3, Notice of HUBZone Set-Aside or Sole-Source Award (Nov 2011)

(15 U.S.C. 657a).

__ (ii) Alternate I (Nov 2011) of 52.219-3.

__ (12)(i) 52.219-4, Notice of Price Evaluation Preference for HUBZone Small Business

Concerns (OCT 2014) (if the offeror elects to waive the preference, it shall so indicate in its offer) (15 U.S.C. 657a).

__ (ii) Alternate I (JAN 2011) of 52.219-4.

__ (13) [Reserved]

__ (14)(i) 52.219-6, Notice of Total Small Business Set-Aside (Nov 2011) (15 U.S.C. 644).

__ (ii) Alternate I (Nov 2011).

__ (iii) Alternate II (Nov 2011).

__ (15)(i) 52.219-7, Notice of Partial Small Business Set-Aside (June 2003) (15 U.S.C. 644).

__ (ii) Alternate I (Oct 1995) of 52.219-7.

__ (iii) Alternate II (Mar 2004) of 52.219-7.

_X_ (16) 52.219-8, Utilization of Small Business Concerns (Oct 2014) (15 U.S.C. 637(d)(2) and (3)).

_X_ (17)(i) 52.219-9, Small Business Subcontracting Plan (Oct 2014) (15 U.S.C. 637(d)(4)).

__ (ii) Alternate I (Oct 2001) of 52.219-9.

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__ (iii) Alternate II (Oct 2001) of 52.219-9.

__ (iv) Alternate III (Oct 2014) of 52.219-9.

__ (18) 52.219-13, Notice of Set-Aside of Orders (Nov 2011)(15 U.S.C. 644(r)).

__ (19) 52.219-14, Limitations on Subcontracting (Nov 2011) (15 U.S.C. 637(a)(14)).

_X_ (20) 52.219-16, Liquidated Damages—Subcontracting Plan (Jan 1999) (15 U.S.C.

637(d)(4)(F)(i)).

__ (21) 52.219-27, Notice of Service-Disabled Veteran-Owned Small Business Set-Aside

(Nov 2011) (15 U.S.C. 657 f).

__ (22) 52.219-28, Post Award Small Business Program Rerepresentation (Jul 2013)

(15 U.S.C. 632(a)(2)).

__ (23) 52.219-29, Notice of Set-Aside for Economically Disadvantaged Women-Owned

Small Business (EDWOSB) Concerns (Jul 2013) (15 U.S.C. 637(m)).

__ (24) 52.219-30, Notice of Set-Aside for Women-Owned Small Business (WOSB)

Concerns Eligible Under the WOSB Program (Jul 2013) (15 U.S.C. 637(m)).

_X_ (25) 52.222-3, Convict Labor (June 2003) (E.O. 11755).

_X_ (26) 52.222-19, Child Labor—Cooperation with Authorities and Remedies (Jan 2014)

(E.O. 13126).

_X_ (27) 52.222-21, Prohibition of Segregated Facilities (Feb 1999).

_X_ (28) 52.222-26, Equal Opportunity (Mar 2007) (E.O. 11246).

_X_ (29) 52.222-35, Equal Opportunity for Veterans (Jul 2014)(38 U.S.C. 4212).

_X_ (30) 52.222-36, Equal Opportunity for Workers with Disabilities (Jul 2014)

(29 U.S.C. 793).

_X_ (31) 52.222-37, Employment Reports on Veterans (JUL 2014) (38 U.S.C. 4212).

_X_ (32) 52.222-40, Notification of Employee Rights Under the National Labor Relations

Act (Dec 2010) (E.O. 13496).

_X_ (33) 52.222-54, Employment Eligibility Verification (AUG 2013). (Executive Order

12989). (Not applicable to the acquisition of commercially available off-the-shelf items or certain other types of commercial items as prescribed in 22.1803.)

__ (34)(i) 52.223-9, Estimate of Percentage of Recovered Material Content for EPA–

Designated Items (May 2008) (42 U.S.C. 6962(c)(3)(A)(ii)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

__ (ii) Alternate I (May 2008) of 52.223-9 (42 U.S.C. 6962(i)(2)(C)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

__ (35)(i) 52.223-13, Acquisition of EPEAT®-Registered Imaging Equipment (JUN 2014) (E.O.

13423 and 13514).

__ (ii) Alternate I (Jun 2014) of 52.223-13.

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__ (36)(i) 52.223-14, Acquisition of EPEAT®-Registered Televisions (E.O. 13423 and 13514).

__ (ii) Alternate I (Jun 2014) of 52.223-14.

__ (37) 52.223-15, Energy Efficiency in Energy-Consuming Products (DEC 2007) (42 U.S.C.

8259b).

__ (38)(i) 52.223-16, Acquisition of EPEAT®-Registered Personal Computer Products

(JUN 2014) (E.O. 13423 and 13514).

__ (ii) Alternate I (Jun 2014) of 52.223-16.

_X_ (39) 52.223-18, Encouraging Contractor Policies to Ban Text Messaging While Driving

(AUG 2011) (E.O. 13513).

_X_ (40) 52.225-1, Buy American—Supplies (May 2014) (41 U.S.C. chapter 83).

_X_ (41)(i) 52.225-3, Buy American—Free Trade Agreements—Israeli Trade Act

(May 2014) (41 U.S.C. chapter 83, 19 U.S.C. 3301 note, 19 U.S.C. 2112 note, 19 U.S.C. 3805 note, 19 U.S.C. 4001 note, Pub. L. 103-182, 108-77, 108-78, 108-286, 108-302, 109-53, 109-169, 109-283, 110-138, 112-41, 112-42, and 112-43.

__ (ii) Alternate I (May 2014) of 52.225-3.

__ (iii) Alternate II (May 2014) of 52.225-3.

__ (iv) Alternate III (May 2014) of 52.225-3.

__ (42) 52.225-5, Trade Agreements (NOV 2013) (19 U.S.C. 2501, et seq., 19 U.S.C. 3301 note).

_X_ (43) 52.225-13, Restrictions on Certain Foreign Purchases (June 2008) (E.O.’s, proclamations, and statutes administered by the Office of Foreign Assets Control of the

Department of the Treasury).

__ (44) 52.225-26, Contractors Performing Private Security Functions Outside the United

States (Jul 2013) (Section 862, as amended, of the National Defense Authorization Act for Fiscal

Year 2008; 10 U.S.C. 2302 Note).

__ (45) 52.226-4, Notice of Disaster or Emergency Area Set-Aside (Nov 2007) (42 U.S.C.

5150).

__ (46) 52.226-5, Restrictions on Subcontracting Outside Disaster or Emergency Area

(Nov 2007) (42 U.S.C. 5150).

_X_ (47) 52.232-29, Terms for Financing of Purchases of Commercial Items (Feb 2002)

(41 U.S.C. 4505, 10 U.S.C. 2307(f)).

__ (48) 52.232-30, Installment Payments for Commercial Items (Oct 1995) (41 U.S.C. 4505, 10 U.S.C. 2307(f)).

_X_ (49) 52.232-33, Payment by Electronic Funds Transfer—System for Award

Management (Jul 2013) (31 U.S.C. 3332).

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__ (50) 52.232-34, Payment by Electronic Funds Transfer—Other than System for Award

Management (Jul 2013) (31 U.S.C. 3332).

__ (51) 52.232-36, Payment by Third Party (May 2014) (31 U.S.C. 3332).

_X_ (52) 52.239-1, Privacy or Security Safeguards (Aug 1996) (5 U.S.C. 552a).

__ (53)(i) 52.247-64, Preference for Privately Owned U.S.-Flag Commercial Vessels

(Feb 2006) (46 U.S.C. Appx. 1241(b) and 10 U.S.C. 2631).

__ (ii) Alternate I (Apr 2003) of 52.247-64.

(c) The Contractor shall comply with the FAR clauses in this paragraph (c), applicable to commercial services, that the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial items:

[Contracting Officer check as appropriate.]

_X_ (1) 52.222-41, Service Contract Labor Standards (May 2014) (41 U.S.C. chapter 67).

_X_ (2) 52.222-42, Statement of Equivalent Rates for Federal Hires (May 2014)

(29 U.S.C. 206 and 41 U.S.C. chapter 67).

_X_ (3) 52.222-43, Fair Labor Standards Act and Service Contract Labor Standards-Price

Adjustment (Multiple Year and Option Contracts) (May 2014) (29 U.S.C. 206 and

41 U.S.C. chapter 67).

_X_ (4) 52.222-44, Fair Labor Standards Act and Service Contract Labor Standards—Price

Adjustment (May 2014) (29 U.S.C. 206 and 41 U.S.C. chapter 67).

__ (5) 52.222-51, Exemption from Application of the Service Contract Labor Standards to

Contracts for Maintenance, Calibration, or Repair of Certain Equipment—Requirements (May

2014) (41 U.S.C. chapter 67).

__ (6) 52.222-53, Exemption from Application of the Service Contract Labor Standards to

Contracts for Certain Services—Requirements (May 2014) (41 U.S.C. chapter 67).

_X_ (7) 52.222-17, Nondisplacement of Qualified Workers (May 2014) (E.O.13495).

__ (8) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations (May 2014)

(42 U.S.C. 1792).

__ (9) 52.237-11, Accepting and Dispensing of $1 Coin (Sept 2008) (31 U.S.C. 5112(p)(1)).

__ (10) 52.222-55, Minimum Wages Under Executive Order 13658 (Dec 2014) (Executive

Order 13658).

(d) Comptroller General Examination of Record. The Contractor shall comply with the provisions of this paragraph (d) if this contract was awarded using other than sealed bid, is in excess of the simplified acquisition threshold, and does not contain the clause at 52.215-2, Audit and Records—Negotiation.

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(1) The Comptroller General of the United States, or an authorized representative of the

Comptroller General, shall have access to and right to examine any of the Contractor’s directly pertinent records involving transactions related to this contract.

(2) The Contractor shall make available at its offices at all reasonable times the records, materials, and other evidence for examination, audit, or reproduction, until 3 years after final payment under this contract or for any shorter period specified in FAR Subpart 4.7, Contractor

Records Retention, of the other clauses of this contract. If this contract is completely or partially terminated, the records relating to the work terminated shall be made available for 3 years after any resulting final termination settlement. Records relating to appeals under the disputes clause or to litigation or the settlement of claims arising under or relating to this contract shall be made available until such appeals, litigation, or claims are finally resolved.

(3) As used in this clause, records include books, documents, accounting procedures and practices, and other data, regardless of type and regardless of form. This does not require the

Contractor to create or maintain any record that the Contractor does not maintain in the ordinary course of business or pursuant to a provision of law.

(e)(1) Notwithstanding the requirements of the clauses in paragraphs (a), (b), (c), and (d) of this clause, the Contractor is not required to flow down any FAR clause, other than those in this paragraph (e)(1) in a subcontract for commercial items. Unless otherwise indicated below, the extent of the flow down shall be as required by the clause—

(i) 52.203-13, Contractor Code of Business Ethics and Conduct (Apr 2010) (41 U.S.C.

3509).

(ii) 52.219-8, Utilization of Small Business Concerns (Oct 2014) (15 U.S.C. 637(d)(2) and

(3)), in all subcontracts that offer further subcontracting opportunities. If the subcontract

(except subcontracts to small business concerns) exceeds $650,000 ($1.5 million for construction of any public facility), the subcontractor must include 52.219-8 in lower tier subcontracts that offer subcontracting opportunities.

(iii) 52.222-17, Nondisplacement of Qualified Workers (May 2014) (E.O. 13495). Flow down required in accordance with paragraph (l) of FAR clause 52.222-17.

(iv) 52.222-26, Equal Opportunity (Mar 2007) (E.O. 11246).

(v) 52.222-35, Equal Opportunity for Veterans (Jul 2014) (38 U.S.C. 4212).

(vi) 52.222-36, Equal Opportunity for Workers with Disabilities (Jul 2014) (29 U.S.C. 793).

(vii) 52.222-37, Employment Reports on Veterans (Jul 2014) (38 U.S.C. 4212)

(viii) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act

(Dec 2010) (E.O. 13496). Flow down required in accordance with paragraph (f) of FAR clause

52.222-40.

(ix) 52.222-41, Service Contract Labor Standards (May 2014) (41 U.S.C. chapter 67).

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(x) 52.222-50, Combating Trafficking in Persons (Feb 2009) (22 U.S.C. 7104(g)).

___Alternate I (Aug 2007) of 52.222-50 (22 U.S.C. 7104(g)).

(xi) 52.222-51, Exemption from Application of the Service Contract Labor Standards to

Contracts for Maintenance, Calibration, or Repair of Certain Equipment-Requirements

(May 2014) (41 U.S.C. chapter 67).

(xii) 52.222-53, Exemption from Application of the Service Contract Labor Standards to

Contracts for Certain Services-Requirements (May 2014) (41 U.S.C. chapter 67).

(xiii) 52.222-54, Employment Eligibility Verification (AUG 2013).

(xiv) 52.225-26, Contractors Performing Private Security Functions Outside the United

States (Jul 2013) (Section 862, as amended, of the National Defense Authorization Act for Fiscal

Year 2008; 10 U.S.C. 2302 Note).

(xv) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations (May 2014)

(42 U.S.C. 1792). Flow down required in accordance with paragraph (e) of FAR clause 52.226-6.

(xvi) 52.247-64, Preference for Privately Owned U.S.-Flag Commercial Vessels (Feb 2006)

(46 U.S.C. Appx. 1241(b) and 10 U.S.C. 2631). Flow down required in accordance with paragraph (d) of FAR clause 52.247-64.

(xvii) 52.222-55, Minimum Wages Under Executive Order 13658 (Dec 2014) (Executive

Order 13658).

(2) While not required, the contractor may include in its subcontracts for commercial items a minimal number of additional clauses necessary to satisfy its contractual obligations.

(End of clause)

(3) 52.217-8 Option to Extend Services (Nov 1999)

The Government may require continued performance of any services within the limits and at the rates specified in the contract. These rates may be adjusted only as a result of revisions to prevailing labor rates provided by the Secretary of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder shall not exceed 6 months. The Contracting Officer may exercise the option by written notice to the Contractor within 60 days before the contract expires.

(4) 52.217-9 Option to Extend the Term of the Contract (Mar 2000)

(a) The Government may extend the term of this contract by written notice to the Contractor within 60 days; provided that the Government gives the Contractor a preliminary written notice of its intent to extend at least 60 days before the contract expires. The preliminary notice does not commit the Government to an extension.

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(b) If the Government exercises this option, the extended contract shall be considered to include this option clause.

(c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed five years.

(5) 52.222-42 Statement of Equivalent Rates for Federal Hires (May 1989)

In compliance with the Service Contract Act of 1965, as amended, and the regulations of the

Secretary of Labor (29 CFR Part 4), this clause identifies the classes of service employees expected to be employed under the contract and states the wages and fringe benefits payable to each if they were employed by the contracting agency subject to the provisions of

5 U.S.C. 5341 or 5332.

This Statement is for Information Only:

It is not a Wage Determination

Employee Class Monetary Wage -- Fringe Benefits

Customer Service Representatives $19.30

(6) 52.222-49 Service Contract Act -- Place of Performance Unknown (May 1989)

(a) This contract is subject to the Service Contract Act, and the place of performance was unknown when the solicitation was issued. In addition to places or areas identified in wage determinations, if any, attached to the solicitation, wage determinations have also been requested for the following: None [insert places or areas]. The Contracting Officer will request wage determinations for additional places or areas of performance if asked to do so in writing by 3:00 PM, EST, December 2, 2014 [insert time and date].

(b) Offerors who intend to perform in a place or area of performance for which a wage determination has not been attached or requested may nevertheless submit bids or proposals.

However, a wage determination shall be requested and incorporated in the resultant contract retroactive to the date of contract award, and there shall be no adjustment in the contract price.

(7) OPM-Specific Clauses

1752.205-70 Announcement of Contract Award (July 2006)

OPM complies with FAR 5.3, Synopses of Contract Awards, in terms of synopsizing and http://uscode.house.gov/uscode-cgi/fastweb.exe?getdoc+uscview+t05t08+2+3++%285%29%20%20AND http://uscode.house.gov/uscode-cgi/fastweb.exe?getdoc+uscview+t05t08+2+3++%285%29%20%20AND publicly announcing contract awards. These actions take place at the time of, and not before, the contract is awarded. Contract award, in this case, means signature of the contractual document by the Contracting Officer and forwarding of the contractual document to the contract awardee. If the contract awardee wishes to make a separate public announcement, the awardee must obtain the approval of the Contracting Officer prior to releasing the announcement, and must plan to make announcement only after the contract has been awarded.

1752.209-70 Contractor Performance Capabilities (July 2005)

The Contractor must be capable of performing all the tasks described in the Statement of Work. The Government shall not be liable for any costs or other involvement in the purchase, repair, maintenance or replacement of Contractor items used to implement or comply with requirements of the contract. Likewise, the Government shall in no way be held accountable by the Contractor for the Contractor’s inability to perform under this Contract due to Government technology implementations and or changes.

1752.209-71 Contractor’s Key Personnel (July 2005)

(a) In order to ensure a smooth and orderly start up of work, it is essential that the key personnel specified in the Contractor's proposal be available on the effective date of the contract. If these personnel are not made available at that time, the Contractor must notify the Government Contracting Officer and show cause. If the Contractor does not show cause, the Contractor may be subject to default action.

(b) The Contractor shall not of its own will remove or replace any personnel designated as "key" personnel without the written concurrence of the cognizant Contracting Officer. Prior to utilizing employees other than specified personnel, the Contractor shall notify the Government Contracting Officer and the COR. This notification must be no later than five (5) calendar days in advance of any proposed substitution and must include justification (including resume(s) of proposed substitution(s)) in sufficient detail to permit evaluation of the impact on contract performance.

(c) Substitute personnel qualifications must be equal to, or greater than, those of the personnel being substituted. If the Government Contracting Officer and the COR determine that the proposed substitute personnel is unacceptable, or that the reduction of effort would be so substantial as to impair the successful performance of the work under the contract, the Contractor may be subject to default action. If deemed necessary by the Government, substitute personnel must be given a one-(1) day orientation by Contractor personnel at no additional cost to the Government and with no change in the delivery schedule.

(d) In the event that the performance of assigned Contractor personnel or any substitute(s) is determined by the Government to be unsatisfactory at any time during the life of the Contract, the Government reserves the right to request and receive satisfactory personnel replacement within five (5) calendar days of receipt by the Contractor of written notification. Notification will include the reason for requesting replacement personnel.

(e) The Contractor-supplied personnel are employees of the Contractor and under the administrative control and supervision of the Contractor. The Contractor, through its personnel, shall perform the tasks prescribed herein. The Contractor must select, supervise, and exercise control and direction over its employees (including subcontractors) under this Contract. The Government shall not exercise any supervision or control over the Contractor in its performance of contractual services under this contract. The Contractor is accountable to the Government for the action of its personnel.

(f) The Contractor is herewith notified that employee recruiting and employee retention practices shall be monitored on a regular basis.

1752.209-72 Qualifications of Contractor’s Employees (July 2005)

The Contracting Officer may require dismissal from work of those employees which he/she deems incompetent, careless, insubordinate, unsuitable or otherwise objectionable, or whose continued employment he/she deems contrary to the public interest or inconsistent with the best interest of national security. The Contractor must fill out, and cause each of its employees on the contract work to fill out, for submission to the Government, such forms as may be necessary for security or other reasons. Upon request of the Contracting Officer, the Contractor's employees must be fingerprinted. Each employee of the Contractor who works on this contract shall be a citizen of the United States of America, or an alien who has been lawfully admitted for permanent residence as evidenced by Alien Registration Receipt Card Form 1-151, or who presents other evidence from the Immigration and Naturalization Service that employment will not affect his/her immigration status.

1752.209-73 Standards of Conduct (June 2006)

(a) Personnel assigned by the contractor to the performance of work under this order must be acceptable to the Government in terms of personal and professional conduct.

Contractor personnel shall conform to standards of conduct as follows:

(1) No contractor employees shall solicit new business while performing work under this order.

(2) The contractor and its employees shall not discuss with unauthorized persons any information obtained in the performance of work under this order.

(b) Should the continued assignment to work under this order of any person in the contractor’s organization be deemed by the Contracting Officer to conflict with the interests of the Government, that person shall be removed immediately from assignment, and the reason for removal shall be fully documented in writing by the Contracting Officer. Employment and staffing difficulties shall not be justification for failure to meet established schedules, and if such difficulties impair performance, the contractor may be subject to default.

1752.209-74 Organizational Conflicts of Interest (July 2005)

(a) The Contractor warrants that, to the best of the Contractor’s knowledge and belief, there are no relevant facts or circumstances which could give rise to an organizational conflict of interest (OCI), as defined in FAR 9.5, Organizational and Consultants Conflicts of Interest, or that the Contractor has disclosed all such relevant information.

(b) The Contractor agrees that if an actual or potential OCI is discovered after award, the Contractor shall make a full disclosure in writing to the Contracting Officer. This disclosure must include a description of actions, which the Contractor has taken or proposes to take, after consultation with the Contracting Officer, to avoid, mitigate, or neutralize the actual or potential conflict.

(c) The Contracting Officer may terminate this contract for convenience, in whole or in part, if it deems such termination necessary to avoid an OCI. If the Contractor was aware of a potential OCI prior to award or discovered an actual or potential conflict after award and did not disclose or misrepresented relevant information to the Contacting Office, the Government may terminate the contract for default, debar the Contractor from Government contracting, or pursue such other remedies as may be permitted by law or this contract.

(d) The Contractor must include this clause in all subcontracts and in lower tier subcontracts unless a waiver is requested from, and granted by, the Contracting Officer.

(e) In the event that a requirement changes in such a way as to create a potential conflict of interest for the Contractor, the Contractor must:

(1) Notify the Contracting Officer of a potential conflict, and;

(2) Recommend to the Government an alternate approach which would avoid the potential conflict, or

(3) Present for approval a conflict of interest mitigation plan that will:

(i) Describe in detail the changed requirement that creates the potential conflict of interest; and

(ii) Outline in detail the actions to be taken by the Contractor or the Government in the performance of the task to mitigate the conflict, division of…