PWS Draft.pdf

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Computer Assisted Legal Research
Solicitation number
3002066
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This performance work statement outlines requirements for computer-assisted legal research services to support approximately 45 attorneys and paralegals across two Defense Finance and Accounting Service locations. Services shall include unlimited usage and printing per user through a flat fee arrangement, with 24/7 online access to a comprehensive set of primary and secondary legal databases. Interested vendors must submit responses by February 9th, 2023 providing relevant experience, estimated pricing, and capability statements not exceeding three pages. The selected contractor must adhere to security requirements including personnel investigations and training, as well as Section 508 compliance to ensure accessibility.

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PERFORMANCE WORK STATEMENT (PWS)

Defense Finance and Accounting Service (DFAS)

Office of General Counsel (OGC) Computer-Assisted Legal Research (CALR)

1.0 Introduction:

The Defense Finance and Accounting Service (DFAS) Office of General Counsel (OGC) requires computer-assisted legal research (CALR) services that will allow the legal team to fulfill key job functions and perform research on a wide range of legal subjects.

2.0 Scope:

The contractor shall provide a flat fee arrangement for 45 attorneys and paralegals at two main locations: Indianapolis, IN and Cleveland, OH. The majority of users will be in Indianapolis, IN with six (6) users at DFAS Cleveland, OH. There shall be flexibility to increase/decrease the number of users by 10% without an adjustment to the fee. There shall be a flat fee arrangement with unlimited usage and printing per user per year instead of a fee per minute, use, or print job.

Each user shall have an individual user identification and password. There shall be one annual billing. The CALR service shall be accessible via the internet. System access shall be available 24 hours a day, seven days a week, including weekends and holidays. Initial training in the use of the CALR service shall be included in the base year cost and provided within two (2) months of contract award.

3.0 System Access:

DFAS users must be able to access the system using DFAS computers connected through the DFAS network (hardwired or VPN). System access shall not require a reduction of the DFAS security posture to operate. System access shall be available through a web browser executable in a Windows NT PC-based operating environment. The preferred system access is Internet portal based utilizing HTTPS over the standard TCP port 443. Use of other ports must be coordinated with the Government to obtain IT approval prior to completion of an agreement. Port solutions determined as not meeting the DFAS security/cybersecurity requirements will be determined unacceptable. System access shall not require software to be loaded on Government computers, collect/store personally identifiable information, or require the use or acceptance of persistent cookies or cross-site scripting.

4.0 General Requirements:

Services shall include a comprehensive set of searchable primary and secondary legal, news, business, financial, medical, and public records databases, including at a minimum:

A. United States Code and complete legislative history B. Federal Register including a complete history C. United States Code of Federal Regulations and Notes of Decisions with complete prior versions D. Individual state codes for all 50 states E. All federal and state court cases both civil and criminal to include:

• U.S. Supreme Court Decisions

• U.S. District Court Decisions; to include but not limited to:

■ Briefs

■ Motions

■ Position papers

■ Similar documents for both courts and boards F. Federal administrative decisions, including:

• Initial Decisions of the Equal Employment Opportunity Commission (EEOC) including Office of Federal Operations’ Decisions

• Merit Systems Protection Board (MSPB) to include Board and Administrative Judge Decisions

• All boards of contract appeals

• Federal Labor Relations Authority, including the Federal Service Impasse Panel

• National Labor Relations Board

• Defense Office of Hearings and Appeals

• Other Department of Defense entities

• The Comptroller General

G. Congressional Record and complete legislative history H. Martindale Hubbell or equivalent I. Public nationwide records, including but not limited to, at a minimum:

• Individual and business names

• Date of birth or inception

• Full Social Security Number search capability

• Federal civil and criminal filings

• Bankruptcy filings

• Tax liens

• Judgment and liens

• Real property records

• Associations/affiliations (between people, businesses, and organizations)

J. People locators

• Relatives and roommates

• Current and last two addresses and phone numbers

• Reverse phone number searches

• Death records, including but not limited to, the Social Security Death Master

List and/or file

• Obituaries

• State civil filings and criminal filings

• Driver’s licenses

• Professional licenses

• Marriage records

• Divorce records

K. Asset locators

• Mortgages

• Deeds

• Real estate tax assessor records

• Motor vehicle registrations/titles

• Current asset reports

L. Dun and Bradstreet Reports or equivalent

• SEC Filings

• UCC Code filings

• Corporate filings including Delaware Corporate records

• Corporate Affiliations

• Fictitious business names

• U.S. private company reports

• U.S. public company reports

• International company reports

• Mergers and acquisitions reports

• Business information including inception

• Standard and Poor’s Corporate Descriptions Plus News or equivalent

M. Law enforcement/criminal records N. Shepherds or equivalent O. American Jurisprudence or Corpus Juris P. 50 State Surveys, Legislation & Regulations for "Intestate Succession" Q. Research tool for broad searching of content R. Law reviews and journals S. Restatements of Law T. United States and international news U. Bill and regulation tracking V. American Law Reports W. Public contract law database

4.1 Services shall include the ability to download the full text of information available in PDF as well as text file format.

4.2 Services shall include up to three customized interfaces for easy access to routine sources.

Customized interfaces shall be completed prior to the initial training and shall be included in the initial training session.

4.3 Services shall include initial training in the use of the CALR within two (2) months of contract award. Training shall be coordinated, scheduled, and preapproved by the Government.

4.4 Services shall include in-person training for all users upon request up to two times a year at the two DFAS locations, including training on any enhancements or upgrades to the CALR services. The contractor shall perform training within 30 days of the request, unless a later date is mutually agreed to by the contractor and the Government. All training shall be coordinated, scheduled, and preapproved by the Government.

5.0 Deliverables:

5.1 The contractor shall provide written reference/training materials for using the CALR.

General reference/training materials shall be provided upon contract award. If necessary, specialized reference/training materials shall be provided prior to initial training and shall be included in the initial training session.

5.2 Upon request, the contractor shall provide a usage breakout by location and user. The contractor shall provide the usage breakout within five (5) business days of the request.

6.0 Period of Performance:

The period of performance shall be for a one-year base plus four (4) one-year option periods.

7.0 Contracting Officer Representative (COR):

The COR will function as the point of contact for the Government. The COR will monitor performance of services. The COR’s authority is limited to technical issues and is not authorized to make contractual decisions. The authority to resolve monetary issues and contractual interpretation is the responsibility of the Contracting Officer.

The COR for this contract is listed below.

Michelle LeCompte Email: michelle.r.lecompte.civ@mail.mil

The COR is subject to change. The contractor will be notified in writing of any changes.

8.0 Section 508 Requirements:

Section 508 of the Rehabilitation Act, as amended by the Workforce Investment Act of 1998 (P.L. 105-220) requires that when Federal agencies develop, procure, maintain, or use information and communication technology (ICT), it shall be accessible to people with disabilities. Federal employees and members of the public who have disabilities must have access to, and use of, information and data that is comparable to people without disabilities. The following 508 standards apply to requirement and will ensure the services provided will support DFAS’s ability to comply with the Section 508 law:

• E205.1 General Electronic content shall comply with E205.

• E205.2 Public Facing Electronic content that is public facing shall conform to the accessibility requirements specified in E205.4.

• E205.3 Agency Official Communication Electronic content that is not public facing shall conform to the accessibility requirements specified in E205.4 when such content constitutes official business and is communicated by an agency through one or more of the following:

- A. An emergency notification;

- B. An initial or final decision adjudicating an administrative claim or proceeding;

- C. An internal or external program or policy announcement;

- D. A notice of benefits, program eligibility, employment opportunity, or personnel action;

- E. A formal acknowledgement of receipt;

- F. A survey questionnaire;

- G. A template or form;

- H. Educational or training materials; or

- I. Intranet content designed as a Web page.

• E205.4 Accessibility Standard (WCAG 2.0) - Electronic content shall conform to Level A and Level AA Success Criteria and Conformance Requirements in WCAG 2.0 (Incorporated by reference, see 702.10.1).

• E206.1 General. Where components of ICT are hardware and transmit information or have a user interface, such components shall conform to the requirements in Chapter 4.

• E207.1 General Where components of ICT are software and transmit information or have a user interface, such components shall conform to E207 and the requirements in Chapter 5

• Exception from E207.1 General: Software that is assistive technology and that supports the accessibility services of the platform shall not be required to conform to the requirements in Chapter 5.

• E207.2 WCAG Conformance User interface components, as well as the content of platforms and applications, shall conform to Level A and Level AA Success Criteria and Conformance Requirements in WCAG 2.0 (incorporated by reference, see 702.10.1).

• Exceptions from E207.2 WCAG Conformance:

- Software that is assistive technology and that supports the accessibility services of the platform shall not be required to conform to E207.2.

- Non-web software shall not be required to conform to the following four Success

Criteria in WCAG 2.0: 2.4.1 Bypass Blocks; 2.4.5 Multiple Ways; 3.2.3 Consistent Navigation; and 3.2.4 Consistent Identification.

- Non-Web software shall not be required to conform to Conformance Requirement 3 Complete Processes in WCAG 2.0.

• E207.3 Complete Process for Non-Web Software Where non-Web software requires multiple steps to accomplish an activity, all software related to the activity to be accomplished shall conform to WCAG 2.0 as specified in E207.2.

• E208.1 General Where an agency provides support documentation or services for ICT, such documentation and services shall conform to the requirements in Chapter 6.

• E301 General

• E301.1 Scope. The requirements of Chapter 3 shall apply to ICT where required by 508

Chapter 2 (Scoping Requirements), 255 Chapter 2 (Scoping Requirements), and where otherwise referenced in any other chapter of the Revised 508 Standards or Revised 255 Guidelines.

• E302 Functional Performance Criteria

• 302.1 Without Vision. Where a visual mode of operation is provided, ICT shall provide at least one mode of operation that does not require user vision.

• 302.2 With Limited Vision. Where a visual mode of operation is provided, ICT shall provide at least one mode of operation that enables users to make use of limited vision.

• 302.3 Without Perception of Color. Where a visual mode of operation is provided, ICT shall provide at least one visual mode of operation that does not require user perception of color.

• 302.4 Without Hearing. Where an audible mode of operation is provided, ICT shall provide at least one mode of operation that does not require user hearing.

• 302.5 With Limited Hearing. Where an audible mode of operation is provided, ICT shall provide at least one mode of operation that enables users to make use of limited hearing.

• 302.6 Without Speech. Where speech is used for input, control, or operation, ICT shall provide at least one mode of operation that does not require user speech.

• 302.7 With Limited Manipulation. Where a manual mode of operation is provided, ICT shall provide at least one mode of operation that does not require fine motor control or simultaneous manual operations.

• 302.8 With Limited Reach and Strength. Where a manual mode of operation is provided, ICT shall provide at least one mode of operation that is operable with limited reach and limited strength.

• 302.9 With Limited Language, Cognitive, and Learning Abilities. ICT shall provide features making its use by individuals with limited cognitive, language, and learning abilities simpler and easier.

• 503.1 General Applications shall conform to 503.

• 503.2 User Preferences Applications shall permit user preferences from platform settings for color, contrast, font type, font size, and focus cursor.

• Exception from E503.2 User Preferences: Applications that are designed to be isolated from their underlying platform software, including Web applications, shall not be required to conform to 503.2.

• 503.3 Alternative User Interfaces. Where an application provides an alternative user interface that functions as assistive technology, the application shall use platform and other industry standard accessibility services.

• 503.4 User Controls for Captions and Audio Description Where ICT displays video with synchronized audio, ICT shall provide user controls for closed captions and audio descriptions conforming to 503.4.

• 503.4.1 Caption Controls Where user controls are provided for volume adjustment, ICT shall provide user controls for the selection of captions at the same menu level as the user controls for volume or program selection.

• 503.4.2 Audio Description Controls. Where user controls are provided for program selection, ICT shall provide user controls for the selection of audio descriptions at the same menu level as the user controls for volume or program selection.

• 504.2 Content Creation or Editing Authoring tools shall provide a mode of operation to create or edit content that conforms to Level A and Level AA Success Criteria and Conformance Requirements in WCAG 2.0 (incorporated by reference, see 702.10.1) for all supported features and, as applicable, to file formats supported by the authoring tool.

Authoring tools shall permit authors the option of overriding information required for accessibility.

• 504.2.1 Preservation of Information Provided for Accessibility in Format Conversion.

Authoring tools shall, when converting content from one format to another or saving content in multiple formats, preserve the information required for accessibility to the extent that the information is supported by the destination format.

• 504.2.2 PDF Export. Authoring tools capable of exporting PDF files that conform to ISO 32000-1:2008 (PDF 1.7) shall also be capable of exporting PDF files that conform to ANSI/AIIM/ISO 14289-1:2016 (PDF/UA-1) (incorporated by reference, see 702.3.1).

• 504.3 Prompts. Authoring tools shall provide a mode of operation that prompts authors to create content that conforms to Level A and Level AA Success Criteria and Conformance Requirements in WCAG 2.0 (incorporated by reference, see 702.10.1) for supported features and, as applicable, to file formats supported by the authoring tool.

• 504.4 Templates. Where templates are provided, templates allowing content creation that conforms to Level A and Level AA Success Criteria and Conformance Requirements in WCAG 2.0 (incorporated by reference, see 702.10.1) shall be provided for a range of template uses for supported features and, as applicable, to file formats supported by the authoring tool.

• 602.1 General. Documentation that supports the use of ICT shall conform to 602.

• 603.1 General. ICT support services including, but not limited to, help desks, call centers, training services, and automated self-service technical support, shall conform to 603.

• 603.2 Information on Accessibility and Compatibility Features. ICT support services shall include information on the accessibility and compatibility features required by 602.2.

• 603.3 Accommodation of Communication Needs. Support services shall be provided directly to the user or through a referral to a point of contact. Such ICT support services shall accommodate the communication needs of individuals with disabilities.

9.0 Performance Requirements Summary:

Task Required Task Performance Outcome

Acceptable Quality Level

Method of Surveillance

2.0 Services for 45

attorneys and paralegals

Each user shall have an individual user identification and password and 24/7 access.

Each user shall have an individual user identification and password and 24/7 access.

Random monitoring and reported by users.

3.0 System Access DFAS users must

be able to access the system using DFAS computers connected through the DFAS network (hardwired or

VPN).

System access shall not require a reduction of the DFAS security posture to operate.

System access shall be available through a web browser executable in a Windows NT PC-based operating environment.

System access

Random monitoring and reported by users.

shall not require software to be loaded on Government computers, collect/store personally identifiable information, or require the use or acceptance of persistent cookies or cross-site scripting.

4.0 General

Requirements

Services shall include a comprehensive set of searchable primary and secondary legal, news, business, financial, medical, and public records databases, including at a minimum the items listed at 4.0.

24/7 access to the items listed at 4.0

Random monitoring and reported by user.

4.1 Full Text

Information

Services shall include the ability to download the full text of information available in PDF as well as text file format.

Services shall include the ability to download the full text of information available in PDF as well as text file format.

Random monitoring and reported by user.

4.2 Customized

Interfaces

Services shall include up to three customized interfaces for easy access to routine sources.

Customized interfaces shall be completed prior to the initial training and shall be included in the initial training session.

100% inspection.

4.3 Initial Training Services shall Training to be 100% inspection.

include initial training in the use of the CALR completed within two months of award.

4.4 In-person

Training

Services shall include in-person training for all users upon request up to two times a year at the two DFAS locations, including training on any enhancements or upgrades to the CALR services.

The contractor shall perform training within 30 days of the request, unless a later date is mutually agreed to by the contractor and the Government.

100% inspection.

5.1 Training Materials The contractor

shall provide written reference/training materials for using the CALR

General reference/training materials shall be provided upon contract award. If necessary, specialized reference/training materials shall be provided prior to initial training and shall be included in the initial training session.

100% inspection.

5.2 Usage Breakout The contractor

shall provide a usage breakout by location and user.

Provide a usage breakout by location and user within 5 business days of request.

100% inspection.

8.0 Section 508

Requirements

Services shall be accessible to people with disabilities as identified at 6.0.

Federal employees who have disabilities must have access to, and use of, information and data that is comparable to people without disabilities.

Random monitoring and reported by user.

10.0 Security Requirements:

Personnel Security Investigation (PSI) Requirements – Non-Sensitive (NS) Positions (Unescorted Access). Contractor personnel providing onsite instruction will require a favorably adjudicated Tier 1, or equivalent Non-Sensitive (NS) level or higher investigation. No access to classified information, CUI, to include Personally Identifiable Information (PII), or system access required.

Personnel Security Investigation (PSI) Requirements – Uncleared (Escorted Contractors).

For contractor personnel providing virtual or remote only instruction with no recurring onsite requirements, not requiring direct access to DFAS systems/networks, Classified Information, CUI, to include PII, escorted continuously by DFAS personnel when onsite, and who do not currently possess a current U.S. Government background investigation of Tier 1 (formerly IT-III) or equivalent and higher:

• The following items must be submitted for contractor personnel who are escorted:

1. DFAS Form 9035, Contractor Request for Investigation (CRI);

2. OF306, Declaration for Federal Employment

3. A request from the Contracting Officer Representative (COR), in writing, for “Escorted

Access Only”

4. A set of fingerprints (see Fingerprint Requirements below)

Personnel Security Investigation Waivers. For those contractor personnel who do not already have the required background investigation and adjudication, an NS position may be occupied with a pre-investigative waiver from DFAS Personnel Security provided no issues of a security concern are identified by DFAS Personnel Security after a review of all information submitted by contractor personnel. Those contractor personnel who do not qualify for a pre-investigative waiver may not occupy a NS contractor position with DFAS until the background investigation is completed and favorably adjudicated by the DoD-CAF (Department of Defense, Consolidated Adjudications Facility). It is important to note that while there is no set schedule for background investigations, as each one is different, this process can be lengthy and take several months to more than one year in some cases. Should a contractor company not wish to wait for the entire process to be completed, they may withdraw the contractor applicant from further consideration by notifying DFAS Personnel Security within sixty (60) days from the date DFAS Personnel Security determines the applicant to be ineligible for a waiver. The contractor company may then submit another contractor candidate for a background investigation.

Personnel Security Forms Required. All personnel on this contract, whether required to have a background investigation or not, must complete and submit an OF306, Declaration for Federal Employment, to the COR. The COR will then submit the OF306 and a DFAS Form 9035, Contractor Request for Investigation (CRI), for each person who will be working on the contract to

DFAS Personnel Security at the earliest possible date but not less than ten (10) business days prior to the start of work on the contract.

Fingerprinting Requirements. All personnel on this contract, whether required to have a background investigation or not, are required to be fingerprinted and submit those fingerprints to the COR or DFAS Personnel Security Office at the earliest possible date but not less than ten (10) business days prior to the start of work on the contract.

*New fingerprints are not required if any of the following apply:

1. The person has been fingerprinted for the Office of Personnel Management (OPM) within the past 30 days;

2. The person is currently undergoing a background investigation, or reinvestigation, by OPM or any other Federal agency;

3. The person has a background investigation currently being adjudicated by the Department of Defense Consolidated Adjudications Facility (DoD-CAF) or another

CAF;

4. The person has been favorably adjudicated within the past 30 days by the DoD CAF or a CAF from any other Federal agency;

5. The person is coming directly from another DoD agency, with no break in service.

This includes any of the military branches as well as the U.S. Coast Guard; or

6. The DFAS Personnel Security Office otherwise determines that new fingerprints are not required.

Incident Reporting Requirements.

In all cases, whenever a DFAS contractor displays conduct, or is involved in any incident, which is in violation of any of the thirteen National Security Adjudicative Guidelines*, the contractor must immediately report the incident to the contractor company Security Office/Facility Security Officer, the DFAS Manager of the area to which they are assigned, the COR, and the DFAS Personnel Security Office. Reporting to DFAS Personnel Security may be made by phone to (317) 212-7888, by email to dfas.indianapolis-in.zh.mbx.dfas-inhrsecurity@mail.mil, or, in the case of personnel physically located at DFAS Indianapolis Center, in person to the DFAS Personnel Security Office located on the third floor center hallway at Column 320T.

All incidents will be investigated by DFAS Personnel Security and, depending on the date of the subject’s most recent investigation, may need to have an updated background investigation initiated. Those that do not require a new investigation will have all relevant information regarding the incident forwarded to the Department of Defense, Consolidated Adjudications Facility (DoD- CAF) for review and re-adjudication.

*The thirteen National Security Adjudicative Guidelines are:

1. GUIDELINE A: Allegiance to the United States;

2. GUIDELINE B: Foreign Influence mailto:dfas.indianapolis-in.zh.mbx.dfas-inhrsecurity@mail.mil

3. GUIDELINE C: Foreign Preference

4. GUIDELINE D: Sexual Behavior

5. GUIDELINE E: Personal Conduct

6. GUIDELINE F: Financial Considerations

7. GUIDELINE G: Alcohol Consumption

8. GUIDELINE H: Drug Involvement and Substance Misuse

9. GUIDELINE I: Psychological Conditions

10. GUIDELINE J: Criminal Conduct

11. GUIDELINE K: Handling Protected Information

12. GUIDELINE L: Outside Activities

13. GUIDELINE M: Use of Information Technology Some Examples of Incidents That Require Reporting to DFAS Personnel Security:

a. An arrest for any criminal offense, not including minor traffic violations, by any law enforcement agency. This does include the traffic offenses of Driving Under the Influence of Alcohol or Drugs, and Reckless Driving;

b. Violation of any court order;

c. Delinquencies on any debt for 180 days or longer;

d. Federal, State or Local tax issues or delinquencies;*

e. Delinquencies on any Federal debt;*

f. Child Support delinquencies;

g. Filing for Chapter 7 or Chapter 13 bankruptcy in any Federal Bankruptcy Court;

h. Civil judgements;

i. Having a close personal friendship with a Foreign National (person from a foreign country) with regularly occurring contact;

j. Being approached by a person know to be, or suspected to be, working as an agent of a foreign government or terrorist organization, or any other person, who seeks any information about DFAS, the Department of Defense, or the U.S. Government, especially if the person offers money or something of value to the contractor employee; and

k. Ownership of property or financial accounts in a foreign country.

It should be noted that persons delinquent on Federal debt of any kind may not obtain or maintain favorable personnel security adjudication be considered for a contractor position with DFAS unless they can provide documentary proof that a payment plan has been established with the government agency to whom the debt is owed, and that regularly recurring payments are being made. Contractor personnel who cannot obtain and maintain a favorable personnel security adjudication may not have access to the government data, facility, and equipment required under the contract.

NOTE: This list does not cover every potential incident or offense; any incident in which a contractor is involved and a question exists as to whether it should be reported, should report the incident to DFAS Personnel Security, who will then determine if further action is warranted.

Failure to report an incident is, in and of itself, an incident involving personal conduct, and may, in some cases, be more serious than the original incident.

Foreign Travel by DFAS Contractor Personnel Official and Unofficial (Personal) Travel: Official U.S. Government Business: persons employed as contractor employees with DFAS, to include those with Noncritical Sensitive (formerly IT-II) access, Critical Sensitive (formerly IT-I) access, access to critical program information (related to Research, Development, Test, and Evaluation), sensitive compartmented information, and/or special access program information, in accordance with DoD Directive 5240.06, are required to complete a DFAS Form 9133, Notification of OCONUS Travel, not less than fourteen (14) calendar days prior to the scheduled travel. One copy shall be sent the DFAS Personnel Security group box at dfas.indianapolis-in.zh.mbx.dfas-inhrsecurity@mail.mil and one copy shall be turned into the Site Security/Force Protection Office of the DFAS site where they are stationed.

Upon receipt of the completed Form 9133, the Site Security/Force Protection Office will contact the contractor employee and schedule a Foreign Travel briefing. Immediately prior to travel, contractor employees will check with the State Department at https://travel.state.gov/content/travel/en/traveladvisories/traveladvisories.html.html for any travel advisories for the country or region being traveled to and take the appropriate steps to ensure their safety for any location covered by a travel advisory or warning.

Security Requirements. Contractor personnel shall follow all host security requirements in accordance with Part 117 of Title 32, Code of Federal Regulations; paragraph 117.16. The contractor shall immediately report any occurrences of violation of stated regulations to the Contracting Officer (CO), COR, and the DFAS Personnel Security Office.

Security Education and Training. Contractor personnel shall follow all host training requirements. Contractor personnel who require unescorted access into DFAS facilities shall receive applicable security training through the site Force Protection Office. To identify Site Force Protection Officers at each DFAS location consult the Agency Force Protection Portal Page:

https://dfasportal.dfas.mil/ddss/force_protection/Pages/SiteSpecificForceProtectionSecurityService s.aspx

Installation Entry and Common Access Card (CAC) Requirements.

The Contractor shall comply with established security procedures for entering government installations and facilities. Contractor employees shall be required to obtain and wear identification (ID) badges that will permit access into the facility.

All contractors who require unescorted access to DFAS facilities will be required to obtain a DoD CAC. Contractor shall work with the assigned DFAS COR/Trusted Agent (TA) to obtain a CAC using the Trusted Associate Sponsorship System (TASS). Under no circumstances will a CAC be issued to any person unless that person has been cleared by the DFAS Personnel Security Office to work on the contract.

All CACs and badges issued to Contractor personnel are Government property and must be returned to the assigned DFAS COR/TA upon departure from the program or at the conclusion of the contract, whichever comes first. Contractors whose CAC is lost or stolen must report the loss as soon as possible to the assigned DFAS COR/TA and present documentation that the CAC is missing and describing the circumstances under which the loss occurred. The assigned DFAS COR/TA will follow agency CAC procedures in order to issue a new CAC.

The CAC contains PII and must be treated as a controlled item. Contractors’ must not share their mailto:dfas.indianapolis-in.zh.mbx.dfas-inhrsecurity@mail.mil https://travel.state.gov/content/travel/en/traveladvisories/traveladvisories.html.html https://dfasportal.dfas.mil/ddss/force_protection/Pages/SiteSpecificForceProtectionSecurityServices.aspx https://dfasportal.dfas.mil/ddss/force_protection/Pages/SiteSpecificForceProtectionSecurityServices.aspx

CACs and passwords with any other staff members. The assigned DFAS COR/TA will report any violation or suspected violation to the Contracting Officer and DFAS Trusted Agent Security Manager (TASM). Any violators will be temporarily or permanently removed from the project. If a Contractor has a CAC issued from a previous engagement with another agency that CAC must be returned to that agency before issuance of a new CAC.

A.

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