RFQ N4215826QN037 Combo document.pdf
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- Root Cause Analysis With Human Factors
- Solicitation number
- N4215826QN037
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Contract Solicitation Summary
This is a Combined Presolicitation/Solicitation for a Firm-Fixed-Price commercial services contract issued by Norfolk Naval Shipyard (NNSY), Portsmouth, VA. The solicitation is for Root Cause Analysis (RCA) and Human Factor Analysis Classification System (HFACS) training and support services. The contracting activity intends to award to Vetergy Group LLC under FAR 12.201-1 authority. This RFQ (Solicitation Number N4215826QN037) was issued on 27 August 2026 with a response deadline of 10:00 AM EDT on 04 September 2026. Responses must be submitted electronically to Christopher Vieira (christopher.f.vieira.civ@us.navy.mil) with a copy to Denise Swain (denise.j.swain.civ@us.navy.mil). The NAICS code is 611430 (Professional and Management Development Training), with a small business size standard of $15,000,000. The contract uses Standard Form 1449 and is classified as an unrestricted acquisition.
The period of performance is one base year (26 September 2026 to 25 September 2027) followed by two option years. Base year deliverables include 90 seats for Senior Leaders training, 120 seats each for Event Owners and Facilitators training, 135 hours of course design and development, 160 hours of Team Learning Session administrative support, and reimbursables (one each). Option Year 1 and Option Year 2 contain scaled quantities with reduced training sessions and administrative support hours. All training must be instructor-led by RCA and HFACS certified instructors, delivered in-person at Naval Station Norfolk, and include access to RCPro web-based software with one-year licenses for new users and license extensions for existing users. The contractor must develop role-specific curriculum tailored to NNSY, provide all instructors and materials, and support Team Learning Session administrators with mentoring and trend analysis. Performance location is Naval Station Norfolk with specific addresses to be provided after award. Quoters must be registered in the SAM database and comply with all security, safety, and personnel access requirements for NNSY, including DBIDS card registration procedures.
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This is a COMBINED PRESOLICITATION/SOLICITATION for commercial products prepared in accordance with FAR Part 12. Norfolk Naval Shipyard (NNSY), Portsmouth, VA, intends to award a
Firm‑Fixed‑Price (FFP) contract.
The proposed contract action is for commercial services for which the Government intends to solicit and negotiate with Vetergy Group LLC under the authority of FAR 12.201-1. This notice of intent is not a request for competitive proposals.
This announcement constitutes the only solicitation; a written solicitation will not be issued.
PAPER COPIES OF THIS SOLICITATION WILL NOT BE AVAILABLE. This combined synopsis/solicitation SHALL be posted on SAM.gov.
This solicitation incorporates provisions and clauses by reference. The full text of provisions and clauses may be accessed electronically at www.acquisition.gov, www.acquisition.gov/far-overhaul, and http://www.acq.osd.mil/dpap/dars/dfarspgi/current/index.html.
The NAICS code is 611430 and the Small Business Size Standard is $15,000,000. Solicitation number
[N4215826QN037] is issued as a request for quotation (RFQ) for Root Cause Analysis with Human Factor
Training at Naval Station Norfolk.
The Period of Performance will be one(1) base year following the date of award followed by two (2) option years. Performance location is Naval Station Norfolk (specific addresses will be provided after contract award.)
Quoters must be registered in the SAM database to be considered for award. Registration is free and can be completed on-line at http://www.sam.gov/.
This announcement will close at 10:00 AM EDT on 04 SETEMBER 2026. Each response must be sent to
Christopher Vieira (Christopher.f.vieira.civ@us.navy.mil), with a copy to Denise Swain
(denise.j.swain.civ@us.navy.mil). Acknowledgement of response will be made by Christopher Vieira as soon as practicable upon receipt.
https://www.acquisition.gov/ https://www.acquisition.gov/far-overhaul https://www.acquisition.gov/far-overhaul http://www.sam.gov/ mailto:Christopher.f.vieira.civ@us.navy.mil mailto:denise.j.swain.civ@us.navy.mil
WOMEN-OWNED SMALL
BUSINESS (WOSB)
SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES
1. REQUISITION NUMBER PAGE 1 OF
2. CONTRACT NUMBER 3. AWARD/EFFECTIVE
DATE
4. ORDER NUMBER 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE
DATE
7. FOR SOLICITATION
INFORMATION CALL:
a. NAME b. TELEPHONE NUMBER (No collect calls)
8. OFFER DUE DATE/
LOCAL TIME
9. ISSUED BY
13b. RATING
14. METHOD OF SOLICITATION
CODE
15. DELIVER TO 16. ADMINISTERED BY CODE
18a. PAYMENT WILL BE MADE BY CODE17a. CONTRACTOR/
OFFEROR
CODE
FACILITY
CODE
CODE
TELEPHONE NUMBER
17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN
OFFER
18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK
BELOW IS CHECKED
REQUEST
FOR QUOTE
(RFQ)
INVITATION
FOR BID
(IFB)
REQUEST
FOR
PROPOSAL
(RFP)
SEE ADDENDUM
19.
ITEM NUMBER
20.
SCHEDULE OF SUPPLIES/SERVICES
21.
QUANTITY
22.
UNIT
23.
UNIT PRICE
24.
AMOUNT
(Use Reverse and/or Attach Additional Sheets as Necessary)
25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Government Use Only)
28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN
COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH
AND DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND
ON ANY ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS
SPECIFIED
29. AWARD OF CONTRACT: REFERENCE OFFER
DATED . . YOUR OFFER ON SOLICITATION
(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE
SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:
30a. SIGNATURE OF OFFEROR/CONTRACTOR
30b. NAME AND TITLE OF SIGNER (Type or print) 30c. DATE SIGNED
31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)
31b. NAME OF CONTRACTING OFFICER (Type or print) 31c. DATE SIGNED
AUTHORIZED FOR LOCAL REPRODUCTION
PREVIOUS EDITION IS NOT USABLE
STANDARD FORM 1449 (REV. 11/2021)
Prescribed by GSA - FAR (48 CFR) 53.212
10. THIS ACQUISITION IS UNRESTRICTED OR
NORTH AMERICAN
INDUSTRY CLASSIFICATION
STANDARD (NAICS):
SIZE STANDARD:
13a. THIS CONTRACT IS A
RATED ORDER UNDER
THE DEFENSE PRIORITIES
AND ALLOCATIONS
SYSTEM - DPAS (15 CFR 700)
SET ASIDE: % FOR:
11. DELIVERY FOR FREE ON
BOARD (FOB) DESTINATION
UNLESS BLOCK IS MARKED
SEE SCHEDULE
12. DISCOUNT TERMS
ARE ARE NOT ATTACHED
ARE ARE NOT ATTACHED
27a. SOLICITATION INCORPORATES BY REFERENCE (FEDERAL ACQUISITION REGULATION) FAR 52.212-1, 52.212-4. FAR 52.212-3
AND 52.212-5 ARE ATTACHED. ADDENDA
27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA
8(A)
ECONOMICALLY
DISADVANTAGED
WOMEN-OWNED SMALL
BUSINESS (EDWOSB)
SERVICE-DISABLED
VETERAN-OWNED
SMALL BUSINESS
(SDVOSB)
HUBZONE SMALL
BUSINESS
SMALL BUSINESS
NOTE: OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, AND 30.
Solicitation/Contract Form Continuation
Root Cause Analysis Plus Human Factor
N4215826QN037
Continuation of Supplies or Services and Prices/Costs
Additional Information/Notes
Item Supplies/Service Quantity Unit Unit Price Amount
Root Cause and Human Factor Analysis Classification Systems Training and Support.
Course Content Delivery/ Senior Leaders
Pricing Arrangement: Firm Fixed Price
90 Seat
Root Cause and Human Factor Analysis Classification Systems Training and Support.
Course Content Delivery/ Event Owners
Pricing Arrangement: Firm Fixed Price
120 Seat
Root Cause and Human Factor Analysis Classification Systems Training and Support.
Course Content Delivery/ Facilitators
Pricing Arrangement: Firm Fixed Price
120 Seat
Root Cause and Human Factor Analysis Classification Systems Training and Support.
Course Design and Development
Pricing Arrangement: Firm Fixed Price
135 Hours
Root Cause and Human Factor Analysis Classification Systems Training and Support.
Team Learning Session Administrative Support
Pricing Arrangement: Firm Fixed Price
160 Hours
Root Cause and Human Factor Analysis Classification Systems Training and Support.
Reimbursables
Pricing Arrangement: Firm Fixed Price
1 Each
Option Line Item
Root Cause and Human Factor Analysis Classification Systems Training and Support.
Course Content Delivery/ Senior Leaders
Pricing Arrangement: Firm Fixed Price
60 Seat
Option Line Item
Root Cause and Human Factor Analysis Classification Systems Training and Support.
Course Content Delivery/ Event Owners
Pricing Arrangement: Firm Fixed Price
80 Seat
Option Line Item
Root Cause and Human Factor Analysis Classification Systems Training and Support.
Course Content Delivery/ Facilitators
80 Seat
Pricing Arrangement: Firm Fixed Price
Option Line Item
Root Cause and Human Factor Analysis Classification Systems Training and Support.
Team Learning Session Administrative Support
Pricing Arrangement: Firm Fixed Price
80 Hours
Option Line Item
Root Cause and Human Factor Analysis Classification Systems Training and Support.
Reimbursables
Pricing Arrangement: Firm Fixed Price
1 Each
Option Line Item
Root Cause and Human Factor Analysis Classification Systems Training and Support.
Course Content Delivery/ Senior Leaders
Pricing Arrangement: Firm Fixed Price
30 Seat
Option Line Item
Root Cause and Human Factor Analysis Classification Systems Training and Support.
Course Content Delivery/ Event Owners
Pricing Arrangement: Firm Fixed Price
40 Seat
Option Line Item
Root Cause and Human Factor Analysis Classification Systems Training and Support.
Course Content Delivery/ Facilitators
Pricing Arrangement: Firm Fixed Price
40 Seat
Option Line Item
Root Cause and Human Factor Analysis Classification Systems Training and Support.
Team Learning Session Administrative Support
Pricing Arrangement: Firm Fixed Price
40 Hours
Option Line Item
Root Cause and Human Factor Analysis Classification Systems Training and Support.
Reimbursables
Pricing Arrangement: Firm Fixed Price
1 Each
Continuation of Description
STATEMENT OF WORK (Option Years) for
"Root Cause and Human Factor Analysis Classification Systems Training and Support"
1.0 ORGANIZATION: NNSY Quality Engineering and Analysis Division Code 136.
1.1 Background: Root Cause (RC) and Human Factor Analysis and Classification System (HFACS) framework have been used within the military to systematically examine underlying human causal factors and to improve investigations. The development of HFACS was prompted by increasing problems with human performance. The current state of NNSY requires the application of RC and HFAC methodologies in support of process improvement. When NNSY encounters mishaps, near misses, safety non-compliance, injuries etc., it is essential for these incidents to be captured and documented to communicate lessons learned and derive mitigating actions going forward. This is accomplished through Team Learning Sessions, with the expectation that the session be performed immediately following an incident and/or accident. NNSY is currently experiencing a challenge in solving problems and investigating incidents involving human error. The timeliness of the completion of TLS Reports has also presented a challenge. To address the concerns, NNSY requires Apollo Root Cause Analysis (ARCA) training supplemented by HFACS training.
1.2 Objective/Scope: The objective of this task is to purchase a 3-year (Base +2 option years) of Root Cause Analysis (RCA) training utilized in the Human Factor Analysis and Classification System (HFACS) training. The overall training will enhance organizational capability to investigate, analyze, and expose root causes including human influences in operational investigations of incidents and accidents to improve operational performance and safety. The training will help safety professionals reduce the accident rate through systematic, data-driven investigative strategies and objective evaluation of mitigation methods. The desired end state is to have participants be equipped with efficient and effective knowledge for investigative insights that will encompass and expand the established NNSY Team Learning Session (TLS) Training. NNSY requires the training to produce a class of students with an ability to clearly understand known causal relationships to determine which causes that if removed or controlled will support an effective outcome and prevent reoccurrence of errors. This training should equip NNSY personnel with skills and abilities that will improve the timely completion of TLS with accurate reporting.
1.3 Equipment Description/Specifications: The contractor shall hold an accreditation for Root Cause Analysis Facilitator(s) and Human Factor Analysis. The contractor shall provide an RCA and HFAC certified instructor to administer and facilitate the training. New users will be trained in RCPro web-based software by the contractor and will be given 1 year of access to the program upon completion of the course. Existing users of the software will have their license extended by a minimum of 1 year.
1.4 Services Required:
NNSY requires the contractor to develop and administer role specific learning curriculum covering the subject and application of Root Cause and Human Factors Analysis combined and tailored to NNSY. The training shall be instructor led by instructor(s) with certification in both Root Cause Analysis and Human Factor Analysis.
The contractor must provide all necessary and associated instructors, training material and all modules on a web-based platform. The curriculum shall encompass causal analysis system to target root causes and eliminate conjecture upon establishment of key facts in the investigative process. The contractor is required to have the training facilitated by an instructor with experience developing programs for complex investigations that involve human error scenarios. The goal is that each participant will add to their personal development by applying new additional tools of methodology to become a more effective and efficient investigator for their respective roles.
- NNSY would require from the Vendor/Contractor to tailor training toward behavior conflict and resolution to have key objectives to prevent a mindset of making unwarranted decisions that caused the unplanned event.
- NNSY requires training for an online principle-based software that incorporates a mapped path to a final resolution that forms root causes and aligns the associated Human Factors.
- NNSY requires the contractor to develop and administer role specific learning curriculum (Department Head Group/Senior Manager, Event Owner, Facilitator) in a systematic approach that reinforces the importance of Human Factors and causal alignment starting with the NNSY Leadership that carries to the TLS Team members (See Figure 1).
- Support TLS Administrators with investigation mentoring, investigation tool support, RCA/HFA support to support trend analysis.
Role Duration Delivery Format
Core Competencies
DHG/Senior Manager
4 Hours
In-person
Promote a learning environment and development of TLS Team, align with HFA focus, reinforce in depth causal, and act on systemic findings
Event Owner 8 hours
Ownership of investigation, promote learning, evidence gathering, initiating TLS, stakeholder management
Facilitator 28 hours
Full RCA/HFA facilitation, investigation, documentation, team learning leadership, support trend analysis
Administrator Support
Defined hours per quarter
In-person/ Virtual
Investigation tool support, RCA/HFA support, support trend analysis, assessment, mentoring
(Figure 1)
Base Year:
1. NNSY requires the contractor to develop and administer three (3) instances of half day Senior Leadership Workshops with curriculum covering the subject and application of Root Cause and Human Factors Analysis tailored to NNSY that reinforces Human Factors focus and in-depth causal analysis to ensure Leadership's focus is on systemic change rather than shallow corrective actions with limited learning. Each Workshop session shall be administered to up to 30 NNSY personnel who oversee departments that investigate incidents and mishaps. Pre-work should be accomplished to allow a Senior Manager to understand the most relevant root causes of negative performance in their work area. Performance goals and strategic plans should be discussed during class with the instructor for following up in future sessions.
2. NNSY requires of this training performed at six separate timeframes as coordinated six (6) instances between NNSY and the contractor. The training shall be led by instructor(s) with certification in both Root Cause Analysis and Human Factor Analysis. The contractor must provide all training needs, including qualified instructors, training material, and all modules on the web-based RCPro software application platform. The curriculum shall encompass a causal analysis system to target root causes and eliminate conjecture upon establishment of key facts in the investigative process. Each training session shall be administered to up to 20 NNSY personnel who oversee a group of personnel that investigate, report, and analyze incidents and mishaps.
The contractor is required to have the training facilitated by an instructor with experience developing programs for complex investigations that involve human error scenarios.
3. NNSY requires six (6) instances of this training performed at six separate timeframes as coordinated between NNSY and the contractor. The training shall be instructor led by instructor(s) with certification in both Root Cause Analysis and Human Factor Analysis. The contractor must provide all training needs, including qualified instructors, training material, and all modules on the web-based RCPro software application platform.
The curriculum shall encompass causal analysis system to target root causes and eliminate conjecture upon establishment of key facts in the investigative process. Each training session shall be administered to up to 20 NNSY personnel who facilitate, document and analyze incidents and mishaps. The contractor is required to have the training facilitated by an instructor with experience developing programs for complex investigations that involve human error scenarios.
The contractor is to provide an additional half-day HFACS facilitated investigation workshop as an immediate follow-up to the Root Cause and Human Factor Analysis Training. This half-day workshop shall be interactive and instructive. The workshop shall cover and encompass both the Human Factors and Root Causes Analysis using web-based scenarios and material, and demonstrate with visuals aids, as applicable. The goal is that each participant will add to their personal development by applying new additional tools of methodology to become a more effective and efficient investigator for their respective Codes.
4. The contractor shall work with Senior Managers and Event owners to capture their current state performance in problem solving and identify targeted areas for improvement. Strategic goals will be established to improve the outcome of causal analysis ensuring final analysis arrives at systemic root causes and identifies valuable learning for aid in targeted action. NNSY aims to see a 25% reduction in reliance on non-actionable causes, such as "personnel error," and an improvement in the efficiency of conducting investigations, resulting in improving TLS timeliness by 10%.
5. NNSY requires the contractor to provide 160 hours (40 hours per quarter) of training to the TLS Administration personnel, which encompasses in-person and virtual communication to provide mentoring and support. This training will help the Administrators perform independent reviews of causal analysis through the lens of HFACS, when providing feedback on final reports.
FY 25
DHG/Senior Manager Apollo RCA + Human Factors for DHG/SM Leaders 4 hours, 30 personnel
(3 Sessions)
Event Owner Apollo RCA + HFA Essentials for EO 8 hours, 20 personnel
(6 sessions)
Facilitator Apollo RCA + HFA Full Certification 28 hours, 20 personnel
(6 sessions)
Administrator Support Apollo RCA + HFA Program Oversight 160 hours (40 hours per quarter)
Option Year 1:
1. NNSY requires the contractor to develop and administer two (2) instances of half-day Senior Leadership Workshops with curriculum covering the subject and application of Root Cause and Human Factors Analysis tailored to NNSY that reinforces Human Factors focus and in-depth causal analysis to ensure Leadership's focus is on systemic change rather than shallow corrective actions with limited learning. Each Workshop session shall be administered to up to 30 NNSY personnel who oversee departments that investigate incidents and mishaps.
2. NNSY requires four (4) instances of this training performed at six separate timeframes as coordinated between NNSY and the contractor. The training shall be instructor led by instructor(s) with certification in both Root Cause Analysis and Human Factor Analysis. The contractor shall provide all necessary and associated instructors, training material and all modules on a web-based platform. The curriculum shall encompass causal analysis system to target root causes and eliminate conjecture upon establishment of key facts in the investigative process. Each training session shall be administered to up to 20 NNSY personnel who oversee a group of personnel that investigate, report, and analyze incidents and mishaps. The contractor is required to have the training facilitated by an instructor with experience developing programs for complex investigations that involve human error scenarios.
3. NNSY requires four (4) instances of this training performed at six separate timeframes as coordinated between NNSY and the contractor. The training shall be instructor led by instructor(s) with certification in both Root Cause Analysis and Human Factor Analysis. The contractor shall provide all necessary and associated instructors, training material and all modules on a web-based platform. The curriculum shall encompass causal analysis system to target root causes and eliminate conjecture upon establishment of key facts in the investigative process. Each training session shall be administered to up to 20 NNSY personnel who facilitate, document and analyze incidents and mishaps. The contractor is required to have the training facilitated by an instructor with experience developing programs for complex investigations that involve human error scenarios.
immediate follow-up to the Root Cause and Human Factor Analysis Training. This half-day workshop shall be interactive and instructive. The workshop shall cover and encompass both the Human Factors and Root Causes Analysis using web-based scenarios, material and demonstrate with visuals aids, as applicable. The goal is that each participant will add to their personal development by applying new additional tools of methodology to
4. NNSY requires the contractor to provide 80 hours (20 hours per quarter) TLS Administration personnel which encompasses In-person and virtual communication to provide mentoring and support.
FY 26
DHG/Senior Manager Apollo RCA + Human Factors for DHG/SM Leaders 4 Hours (2 Sessions)
Event Owner Apollo RCA + HFA Essentials for EO 8 hours (4 sessions)
Facilitator Apollo RCA + HFA Full Certification 28 hours (4 sessions)
Administrator Support Apollo RCA + HFA Program Oversight 80 hours (20 hours per quarter)
Option Year 2:
1. NNSY requires the contractor to develop and administer one (1) half day Senior Leadership Workshops with curriculum covering the subject and application of Root Cause and Human Factors Analysis tailored to NNSY that reinforces Human Factors focus and in-depth causal analysis to ensure Leadership's focus is on systemic change rather than shallow corrective actions with limited learning. Each Workshop session shall be administered to up to 30 NNSY personnel who oversee departments that investigate incidents and mishaps.
Contractors will follow-up with Senior Managers to discuss progress made from the first workshop.
2. NNSY requires two (2) instances of this training performed at six separate timeframes as coordinated between NNSY and the contractor. The training shall be instructor led by instructor(s) with certification in both Root Cause Analysis and Human Factor Analysis. The contractor should provide all necessary and associated instructors, training material and all modules on a web-based platform. The curriculum shall encompass causal analysis system to target root causes and eliminate conjecture upon establishment of key facts in the investigative process. Each training session shall be administered to up to 20 NNSY personnel who oversee a group of personnel that investigate, report, and analyze incidents and mishaps. The contractor is required to have the training facilitated by an instructor with experience developing programs for complex investigations that involve human error scenarios.
3. NNSY requires two (2) instances of this training performed at six separate timeframes as coordinated between NNSY and the contractor. The training shall be instructor led by instructor(s) with certification in both Root Cause Analysis and Human Factor Analysis. The contractor will provide all necessary and associated instructors, training material and all modules on a web-based platform. The curriculum shall encompass causal analysis system to target root causes and eliminate conjecture upon establishment of key facts in the investigative process. Each training session shall be administered to up to 20 NNSY personnel who facilitate, document and analyze incidents and mishaps. The contractor is required to have the training facilitated by an instructor with experience developing programs for complex investigations that involve human error scenarios.
immediate follow-up to the Root Cause and Human Factor Analysis Training. This half-day workshop shall be interactive and instructive. The workshop shall cover and encompass both the Human Factors and Root Causes Analysis using web-based scenarios, material and demonstrate with visuals aids, as applicable. The goal is that each participant will add to their personal development by applying new additional tools of methodology to
4. NNSY requires the contractor to provide 60 hours (15 hours per quarter) TLS Administration personnel which encompasses In-person and virtual communication to provide mentoring and support.
FY 27
DHG/Senior Manager Apollo RCA + Human Factors for DHG/SM Leaders 4 Hours (1 Sessions)
Event Owner Apollo RCA + HFA Essentials for EO 8 hours (2 sessions)
Facilitator Apollo RCA + HFA Full Certification 28 hours (2 sessions)
Administrator Support Apollo RCA + HFA Program Oversight 60 hours (15 hours per quarter)
Security NNSY Access Requirements: All contractors, with the exception of permanent party (or "seated" contractors with Common Access Cards (CACs), will be required to obtain a DBIDS card to gain access to
NNSY.
(Note: A "seated contractor" is a contractor who received CACs and are granted access to Navy or NNSY information technology systems and are stationed at NNSY as their permanent work location.)
Procedure for receiving a DBIDS card:
a) Contractor will complete the SECNAV 5512 form(s) and forward them to their NNSY Sponsor /Contracting Officer's Representative (COR).
b) The sponsor will complete the CVS spreadsheet utilizing the information on the completed SECNAV5512 forms and forward all documents to Commander Navy region mid-Atlantic (CNRMA) for vetting.
c) CNRMA will add the contractor to the "179-Day List" which is utilized by the Pass and ID office to create the DBIDS card.
d) Once on the 179-Day List, the contractor may go to Pass and ID to have their DBIDS card generated.
e) Green NAVSEA access badges can be generated at this point with contractors providing proof of U.S.
Citizenship (Birth Certificate/ US Passport).
: A PED is defined as any non-stationary electronic apparatus with Portable Electronic Devices (PEDs) singular or multiple capabilities of, but not limited to recording, storing, and/or transmitting data, voice, video, or photo images (e.g., cell phones, laptops, tablets and wearable devices such as fitness bands and smart watches).
a) NAVSEA 04 Ser 04/281 IMPLEMENTATION PLAN FOR ALLOWING CAMERA-PORTABLE
ELECTRONIC DEVICES WITHIN THE CONTROLLED INDUSTRIAL AREA.
b) NAVSEAINST 2200.1A PORTABLE ELECTRONIC DEVICES POLICY
c) SECPROMAN Vol 1 5510.36 Rev E.
In accordance with ref (a), personally owned camera enabled PED's will be authorized inside of the Controlled Industrial Area (CIA) and all Security Islands.
Camera enabled PEDs will remain unauthorized within Controlled Nuclear Information Areas (CNIAs), Nuclear Work Areas (NWAs) and Open Storage Areas.
All PEDs, camera enabled or not, are still prohibited within NWAs and Open Storage Areas.
The allowance of camera enabled PEDs inside of the CIA and Security Islands does not negate existing photography policies. Unofficial photography, filming of video, or live streaming from the camera-enabled PED remains prohibited within the CIA or any NAVSEA controlled space outside of the CIA. Further, audio recordings (both digitally or magnetically) in NAVSEA spaces is prohibited without the approval of the Code 1120 Security Director.
: In accordance with COMSUBLANT/COMSUBPACINST 2075.1C, Submarine Specific PEDs Instructions the use of PEDs while in or on Department of Navy Submarines, are prohibited.
SAFETY
1.
2.
3.
"Per FAR 22.102-1(a) entitled "Safety", Contractors are hereby informed that their employees or representatives present on property under Norfolk Naval Shipyard cognizance must follow Federal and State OSHA requirements and Norfolk Naval Shipyard OSHE Program Manual, NAVSHIPYDNORINST P5090.2 requirements or safety requirements for site specific location of the contract.
Contractors and Non-NNSY Government Agencies (NNGAs) are hereby informed that their employees or representatives present on property under Norfolk Naval Shipyard (NNSY) cognizance must adhere to Federal OSHA requirements for hazardous energy control IAW 29 CFR 1915.89 and must follow Hazardous Energy Control (HEC) procedures as identified in NAVSEA's Occupational Safety, Health, and Environment Corporate Manual (OSHECM) Chapter 250 (latest revision), when performing work under NNSY contract. All HEC work to be performed by Contractors and NNGAs requires that NNSY Technical Points of Contact (TPOCs) and/or Contracting Officer's Representatives (CORs) be notified of the HEC scope of work prior to starting work. Any changes or deviations in the initial scope of HEC work requires the NNSY TPOCs and/or CORs be informed of the change/deviation. Appendix 250.B-1 through B-3 of OSHECM Chapter 250 for multiple employer work identifies when Contractors and NNGAs are required to assign their Lockout/Tags-Plus Coordinator (LOTC) to coordinate HEC work with the cognizant NNSY LOTC. HEC locks shall be provided by the contractor or NNGA for their employees use. The HEC locks shall have red bodies with name labels or name tags affixed, identifying who installed the HEC lock(s) and a point of contact telephone number. HEC lock name lables and tags must be made of materials that will hold up to the environment to which they are exposed. HEC tags used for Tags-Plus HEC work shall be provided by the cognizant NNSY LOTC to the contractor or NNGA for their use if machinery, equipment, or systems (MES) cannot be locked out. OSHECM Chapter 250 Tags- Plus procedures will be strictly followed.
Contractors and NNGA's may obtain electronic copies of OSHECM Chapter 250 (latest revision) and access the OSHA 1915.89 web site by using the following link to NNSY's public access web site:
http://www.navsea.navy.mil/shipyards/norfolk/default.aspx Names and contact information for NNSY LOTCs and/or the Facility Custodian will be provided by NNSY TPOC and/or CORs set forth elsewhere in this award document."
REQUIREMENTS FOR ACCESS TO NAVY INSTALLATIONS
Commander, Navy Installations Command (CNIC), has established the Defense Biometric Identification System, (DBIDS), a standardized process for granting unescorted access privileges to vendors, contractors, suppliers and service providers not otherwise entitled to the issuance of a Common Access Card (CAC) who seek access to and can provide justification to enter Navy installations and facilities. Participation in the DBIDS is not mandatory, and if the Contractor chooses to not participate, the Contractor's personnel will have to obtain daily passes, be subject to daily mandatory vehicle inspection, and will have limited access to the installation.
The Government will not be responsible for any cost or lost time associated with obtaining daily passes or added vehicle inspections incurred by non-participants in the DBIDS. Alternatively, if the vendor so chooses, it may voluntarily elect to obtain long-term credentials through enrollment, registration, background vetting, screening, issuance of credentials, and electronic validation of credentials. Further information regarding DBIDS can be found at www.cnic.navy.mil/om/dbids.html
NOTE: Bldg 276 TELEPHONE: 757-396-5815 (or 5095)
Security NNSY Access Requirements: All contractors, with the exception of permanent party (or "seated" contractors with Common Access Cards (CACs), will be required to obtain a DBIDS card to gain access to NNSY.
(Note: A "seated contractor" is a contractor who received CACs and are granted access to Navy or NNSY information technology systems and are stationed at NNSY as their permanent work location.)
Procedure for receiving a DBIDS card:
a) Contractor will complete the SECNAV 5512 form(s) and forward them to their NNSY Sponsor /Contracting Officer's Representative (COR).
b) The sponsor will complete the CVS spreadsheet utilizing the information on the completed SECNAV5512 forms and forward all documents to Commander Navy region mid-Atlantic (CNRMA) for vetting.
c) CNRMA will add the contractor to the "179-Day List" which is utilized by the Pass and ID office to create the DBIDS card.
d) Once on the 179-Day List, the contractor may go to Pass and ID to have their DBIDS card generated.
e) Green NAVSEA access badges can be generated at this point with contractors providing proof of U.S. Citizenship (Birth Certificate/ US Passport).
: A PED is defined as any non-stationary electronic apparatus Portable Electronic Devices (PEDs) with singular or multiple capabilities of, but not limited to recording, storing, and/or transmitting data, voice, video, or photo images (e.g., cell phones, laptops, tablets and wearable devices such as fitness bands and smart watches).
a) NAVSEA 04 Ser 04/281 IMPLEMENTATION PLAN FOR ALLOWING CAMERA-
PORTABLE ELECTRONIC DEVICES WITHIN THE CONTROLLED INDUSTRIAL AREA.
b) NAVSEAINST 2200.1A PORTABLE ELECTRONIC DEVICES POLICY
c) SECPROMAN Vol 1 5510.36 Rev E.
In accordance with ref (a), personally owned camera enabled PED's will be authorized inside of the Controlled Industrial Area (CIA) and all Security Islands.
Camera enabled PEDs will remain unauthorized within Controlled Nuclear Information Areas (CNIAs), Nuclear Work Areas (NWAs) and Open Storage Areas.
All PEDs, camera enabled or not, are still prohibited within NWAs and Open Storage Areas.
The allowance of camera enabled PEDs inside of the CIA and Security Islands does not negate existing photography policies. Unofficial photography, filming of video, or live streaming from the camera-enabled PED remains prohibited within the CIA or any NAVSEA controlled space outside of the CIA. Further, audio recordings (both digitally or magnetically) in NAVSEA spaces is prohibited without the approval of the Code 1120 Security Director.
: In accordance with COMSUBLANT Submarine Specific PEDs Instructions /COMSUBPACINST 2075.1C, the use of PEDs while in or on Department of Navy Submarines, are prohibited.
SAFETY
"Per FAR 22.102-1(a) entitled "Safety", Contractors are hereby informed that their employees or representatives present on property under Norfolk Naval Shipyard cognizance must follow Federal and State OSHA requirements and Norfolk Naval Shipyard OSHE Program Manual, NAVSHIPYDNORINST P5090.2 requirements or safety requirements for site specific location of the contract.
d. Contractors and Non-NNSY Government Agencies (NNGAs) are hereby informed that their employees or representatives present on property under Norfolk Naval Shipyard (NNSY) cognizance must adhere to Federal OSHA requirements for hazardous energy control IAW 29 CFR 1915.89 and must follow Hazardous Energy Control (HEC) procedures as identified in NAVSEA's Occupational Safety, Health, and Environment Corporate Manual (OSHECM) Chapter 250 (latest revision), when performing work under NNSY contract. All HEC work to be performed by Contractors and NNGAs requires that NNSY Technical Points of Contact (TPOCs) and/or Contracting Officer's Representatives (CORs) be notified of the HEC scope of work prior to starting work. Any changes or deviations in the initial scope of HEC work requires the NNSY TPOCs and/or CORs be informed of the change/deviation. Appendix 250.B-1 through B-3 of OSHECM Chapter 250 for multiple employer work identifies when Contractors and NNGAs are required to assign their Lockout/Tags-Plus Coordinator (LOTC) to coordinate HEC work with the cognizant NNSY LOTC. HEC locks shall be provided by the contractor or NNGA for their employees use. The HEC locks shall have red bodies with name labels or name tags affixed, identifying who installed the HEC lock(s) and a point of contact telephone number. HEC lock name lables and tags must be made of materials that will hold up to the environment to which they are exposed. HEC tags used for Tags-Plus HEC work shall be provided by the cognizant NNSY LOTC to the contractor or NNGA for their use if machinery, equipment, or systems (MES) cannot be locked out. OSHECM Chapter 250 Tags-Plus procedures will be strictly followed.
e. Contractors and NNGA's may obtain electronic copies of OSHECM Chapter 250 (latest revision) and access the OSHA 1915.89 web site by using the following link to NNSY's public access web site: http://www.
navsea.navy.mil/shipyards/norfolk/default.aspx
f. Names and contact information for NNSY LOTCs and/or the Facility Custodian will be provided by NNSY TPOC and/or CORs set forth elsewhere in this award document."
REQUIREMENTS FOR ACCESS TO NAVY INSTALLATIONS
Commander, Navy Installations Command (CNIC), has established the Defense Biometric Identification System, (DBIDS), a standardized process for granting unescorted access privileges to vendors, contractors, suppliers and service providers not otherwise entitled to the issuance of a Common Access Card (CAC) who seek access to and can provide justification to enter Navy installations and facilities. Participation in the DBIDS is not mandatory, and if the Contractor chooses to not participate, the Contractor's personnel will have to obtain daily passes, be subject to daily mandatory vehicle inspection, and will have limited access to the installation. The Government will not be responsible for any cost or lost time associated with obtaining daily passes or added vehicle inspections incurred by non-participants in the DBIDS. Alternatively, if the vendor so chooses, it may voluntarily elect to obtain long-term credentials through enrollment, registration, background vetting, screening, issuance of credentials, and electronic validation of credentials.
Further information regarding DBIDS can be found at www.cnic.navy.mil/om/dbids.html
NOTE: Bldg 276 TELEPHONE: 757-396-5815 (or 5095)
1.5 Period of Performance: 3 consecutive Fiscal Years
1.6 General. Please refer to:
- Technical POC: Code 136, Adam Joerger, adam.j.joerger.civ@us.navy.mil, (757) 396-4696
- Certifying Official: Natasha Houston, natasha.n.houston.civ@us.navy.mil, 757-636-5740
- Funds Administrator: Mary Ann Hales, mary.a.hales2.civ@us.navy.mil, 757-396-2701
- Shipping POC: none
Requirements Root Cause Analysis Training with Human Factors
N4215826QN037
mailto:natasha.n.houston.civ@us.navy.mil mailto:mary.a.hales2.civ@us.navy.mil
Continuation of Packaging and Marking
Continuation of Inspection and Acceptance
Overall Contract Inspection/Acceptance Locations
Inspection and Acceptance Location
Both Destination Instructions: See Statement of Work (SOW) for Acceptance/inspection criteria.
DoDAAC: N42158
N42158
1 NORFOLK NAVAL SHIPYARD BUILDING 276
PORTSMOUTH, VA 23709-1001
UNITED STATES
Adam Joerger, Technical POC Email: adam.j.joerger.civ@us.navy.mil Telephone: 757-396-4696
Inspection and Acceptance Location
Both Destination Instructions: See Statement of Work (SOW) for Acceptance/inspection criteria.
DoDAAC: N42158
N42158
1 NORFOLK NAVAL SHIPYARD BUILDING 276
PORTSMOUTH, VA 23709-1001
UNITED STATES
Adam Joerger, Technical POC Email: adam.j.joerger.civ@us.navy.mil Telephone: 757-396-4696
Inspection and Acceptance Location
Both Destination Instructions: See Statement of Work (SOW) for Acceptance/inspection criteria.
DoDAAC: N42158
N42158
1 NORFOLK NAVAL SHIPYARD BUILDING 276
PORTSMOUTH, VA 23709-1001
UNITED STATES
Adam Joerger, Technical POC Email: adam.j.joerger.civ@us.navy.mil Telephone: 757-396-4696
Inspection and Acceptance Location
Both Destination Instructions: See Statement of Work (SOW) for Acceptance/inspection criteria.
DoDAAC: N42158
N42158
1 NORFOLK NAVAL SHIPYARD BUILDING 276
PORTSMOUTH, VA 23709-1001
UNITED STATES
Adam Joerger, Technical POC Email: adam.j.joerger.civ@us.navy.mil Telephone: 757-396-4696
Inspection and Acceptance Location
Both Destination Instructions: See Statement of Work (SOW) for Acceptance/inspection criteria.
DoDAAC: N42158
N42158
1 NORFOLK NAVAL SHIPYARD BUILDING 276
PORTSMOUTH, VA 23709-1001
UNITED STATES
Adam Joerger, Technical POC Email: adam.j.joerger.civ@us.navy.mil Telephone: 757-396-4696
Inspection and Acceptance Location
Both Destination Instructions: See Statement of Work (SOW) for Acceptance/inspection criteria.
DoDAAC: N42158
N42158
1 NORFOLK NAVAL SHIPYARD BUILDING 276
PORTSMOUTH, VA 23709-1001
UNITED STATES
Adam Joerger, Technical POC Email: adam.j.joerger.civ@us.navy.mil Telephone: 757-396-4696
Option Line Item
Inspection and Acceptance Location
Both Destination Instructions: See Statement of Work (SOW) for Acceptance/inspection criteria.
DoDAAC: N42158
N42158
1 NORFOLK NAVAL SHIPYARD BUILDING 276
PORTSMOUTH, VA 23709-1001
UNITED STATES
Adam Joerger, Technical POC Email: adam.j.joerger.civ@us.navy.mil Telephone: 757-396-4696
Option Line Item
Inspection and Acceptance Location
Both Destination Instructions: See Statement of Work (SOW) for Acceptance/inspection criteria.
DoDAAC: N42158
PORTSMOUTH, VA 23709-1001
UNITED STATES
Adam Joerger, Technical POC Email: adam.j.joerger.civ@us.navy.mil Telephone: 757-396-4696
Option Line Item
Inspection and Acceptance Location
Both Destination Instructions: See Statement of Work (SOW) for Acceptance/inspection criteria.
DoDAAC: N42158
N42158
1 NORFOLK NAVAL SHIPYARD BUILDING 276
PORTSMOUTH, VA 23709-1001
UNITED STATES
Adam Joerger, Technical POC Email: adam.j.joerger.civ@us.navy.mil Telephone: 757-396-4696
Option Line Item
Inspection and Acceptance Location
Both Destination Instructions: See Statement of Work (SOW) for Acceptance/inspection criteria.
DoDAAC: N42158
N42158
1 NORFOLK NAVAL SHIPYARD BUILDING 276
PORTSMOUTH, VA 23709-1001
UNITED STATES
Adam Joerger, Technical POC Email: adam.j.joerger.civ@us.navy.mil Telephone: 757-396-4696
Option Line Item
Inspection and Acceptance Location
Both Destination Instructions: See Statement of Work (SOW) for Acceptance/inspection criteria.
DoDAAC: N42158
N42158
1 NORFOLK NAVAL SHIPYARD BUILDING 276
PORTSMOUTH, VA 23709-1001
UNITED STATES
Adam Joerger, Technical POC Email: adam.j.joerger.civ@us.navy.mil Telephone: 757-396-4696
Option Line Item
Inspection and Acceptance Location
Both Destination Instructions: See Statement of Work (SOW) for Acceptance/inspection criteria.
DoDAAC: N42158
PORTSMOUTH, VA 23709-1001
UNITED STATES
Adam Joerger, Technical POC Email: adam.j.joerger.civ@us.navy.mil Telephone: 757-396-4696
Option Line Item
Inspection and Acceptance Location
Both Destination Instructions: See Statement of Work (SOW) for Acceptance/inspection criteria.
DoDAAC: N42158
N42158
1 NORFOLK NAVAL SHIPYARD BUILDING 276
PORTSMOUTH, VA 23709-1001
UNITED STATES
Adam Joerger, Technical POC Email: adam.j.joerger.civ@us.navy.mil Telephone: 757-396-4696
Option Line Item
Inspection and Acceptance Location
Both Destination Instructions: See Statement of Work (SOW) for Acceptance/inspection criteria.
DoDAAC: N42158
N42158
1 NORFOLK NAVAL SHIPYARD BUILDING 276
PORTSMOUTH, VA 23709-1001
UNITED STATES
Adam Joerger, Technical POC Email: adam.j.joerger.civ@us.navy.mil Telephone: 757-396-4696
Option Line Item
Inspection and Acceptance Location
Both Destination Instructions: See Statement of Work (SOW) for Acceptance/inspection criteria.
DoDAAC: N42158
N42158
1 NORFOLK NAVAL SHIPYARD BUILDING 276
PORTSMOUTH, VA 23709-1001
UNITED STATES
Adam Joerger, Technical POC Email: adam.j.joerger.civ@us.navy.mil Telephone: 757-396-4696
Option Line Item
Inspection and Acceptance Location
Both Destination Instructions: See Statement of Work (SOW) for Acceptance/inspection criteria.
DoDAAC: N42158
PORTSMOUTH, VA 23709-1001
UNITED STATES
Adam Joerger, Technical POC Email: adam.j.joerger.civ@us.navy.mil Telephone: 757-396-4696
Continuation of Deliveries or Performance
Overall Contract Delivery Period
Contractor Destination
Line Item Delivery Schedule Quantity Address and POC
Period of Performance From 26 Sep 2026 To 25 Sep 2027
90 Seat
Period of Performance From 26 Sep 2026 To 25 Sep 2027
120 Seat
Period of Performance From 26 Sep 2026 To 25 Sep 2027
120 Seat
Period of Performance From 26 Sep 2026 To 25 Sep 2027
135 Hours
Period of Performance From 26 Sep 2026 To 25 Sep 2027
160 Hours
Period of Performance From 26 Sep 2026 To 25 Sep 2027
1 Each
Option Line Item
Period of Performance From 26 Sep 2027 To 25 Sep 2028
60 Seat
Option Line Item
Period of Performance From 26 Sep 2027 To 25 Sep 2028
80 Seat
Period of Performance From
80 Seat
Option Line Item
26 Sep 2027 To 25 Sep 2028
Option Line Item
Period of Performance From 26 Sep 2027 To 25 Sep 2028
80 Hours
Option Line Item
Period of Performance From 26 Sep 2027 To 25 Sep 2028
1 Each
Option Line Item
Period of Performance From 26 Sep 2028 To 25 Sep 2029
30 Seat
Option Line Item
Period of Performance From 26 Sep 2028 To 25 Sep 2029
40 Seat
Option Line Item
Period of Performance From 26 Sep 2028 To 25 Sep 2029
40 Seat
Option Line Item
Period of Performance From 26 Sep 2028 To 25 Sep 2029
40 Hours
Option Line Item
Period of Performance From 26 Sep 2028 To 25 Sep 2029
1 Each
Continuation of Accounting and Appropriation Data
Contract Clauses
FAR Clauses Incorporated by Reference
Number Title Effective Date
Alternate/ Deviation
Variation Effective Date
52.203-19 Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements. Jan 2017 52.203-3 Gratuities. Apr 1984 52.204-13 System for Award Management-Maintenance. (Deviation 2026-O0038) Feb 2026
52.212-4 Terms and Conditions-Commercial Products and Commercial Services. (Deviation 2026- O0038)
Feb 2026
52.219-8 Utilization of Small Business Concerns. (Deviation 2026-O0038) Feb 2026 52.222-35 Equal Opportunity for Veterans. (Deviation 2026-O0038) Feb 2026 52.222-36 Equal Opportunity for Workers with Disabilities. (Deviation 2026-O0038) Feb 2026 52.222-37 Employment Reports on Veterans. (Deviation 2026-O0038) Feb 2026
52.222-40 Notification of Employee Rights Under the National Labor Relations Act. (Deviation 2026-O0038)
Feb 2026
52.222-41 Service Contract Labor Standards. (Deviation 2026-O0038) Feb 2026
52.222-43 Fair Labor Standards Act and Service Contract Labor Standards-Price Adjustment (Multiple Year and Option Contracts). (Deviation 2026-O0038)
Feb 2026
52.222-54 Employment Eligibility Verification. (Deviation 2026-O0038) Feb 2026
52.222-55 Minimum Wages for Contractor Workers Under Executive Order 14026. (Deviation 2026- O0038)
Feb 2026
52.222-62 Paid Sick Leave Under Executive Order 13706. (Deviation 2026-O0038) Feb 2026 52.226-8 Encouraging Contractor Policies to Ban Text Messaging While Driving. May 2024 52.232-33 Payment by Electronic Funds Transfer-System for Award Management. Oct 2018 52.232-40 Providing Accelerated Payments to Small Business Subcontractors. Mar 2023 52.233-3 Protest after Award. (Deviation 2026-O0038) Feb 2026 52.233-4 Applicable Law for Breach of Contract Claim. (Deviation 2026-O0038) Feb 2026
52.222-44 Fair Labor Standards Act and Service Contract Labor Standards-Price Adjustment.
(Deviation 2026-O0038)
Feb 2026
52.229-12 Tax on Certain Foreign Procurements. (Deviation 2026-O0038) Feb 2026
DFARS Clauses Incorporated by Reference
Number Title Effective Date
Alternate/ Deviation
Variation Effective Date
252.203-7000 Requirements Relating to Compensation of Former DoD Officials. Sep 2011 252.203-7002 Requirement to Inform Employees of Whistleblower Rights. Dec 2022 252.204-7012 Safeguarding Covered Defense Information and Cyber Incident Reporting. May 2024
252.209-7004 Subcontracting with Firms that are Owned or Controlled by the Government of a Country that is a State Sponsor of Terrorism.
May 2019
252.225-7056 Prohibition Regarding Business Operations with the Maduro Regime. Jan 2023 252.225-7060 Prohibition on Certain Procurements from the Xinjiang Uyghur Autonomous Region. Jun 2023
252.226-7001 Utilization of Indian Organizations, Indian-Owned Economic Enterprises, and Native Hawaiian Small Business Concerns.
Jan 2023
252.232-7003 Electronic Submission of Payment Requests and Receiving Reports. Dec 2018 252.232-7010 Levies on Contract Payments. Dec 2006 252.243-7002 Requests for Equitable Adjustment. Dec 2022 252.247-7023 Transportation of Supplies by Sea. Oct 2024 252.204-7004 Antiterrorism Awareness Training for Contractors. Jan 2023 252.204-7015 Notice of Authorized Disclosure of Information for Litigation Support. Jan 2023 252.225-7052 Restriction on the Acquisition of Certain Magnets, Tantalum, and Tungsten. May 2024 252.244-7000 Subcontracts for Commercial Products or Commercial Services. Nov 2023
FAR Clauses Incorporated by Full Text
52.219-28 Postaward Small Business Program Rerepresentation. (Deviation 2026-O0038) (Feb 2026)
POSTAWARD SMALL BUSINESS PROGRAM REREPRESENTATION (FEB 2026) (DEVIATION 2026-O0038)
(a) . As used in this clause-Definitions
Long-term contract means a contract of more than five years in duration, including options. However, the term does not include contracts that exceed five years in duration because the period of performance has been extended for a cumulative period not to exceed six months under the clause at 52.217-8, Option to Extend Services, or other appropriate authority.
Small business concern-
(1) Means a concern, including its affiliates, that is independently owned and operated, not dominant in its field of operation, and qualified as a small business under the criteria in 13 CFR part 121 and the size standard in paragraph (c) of this clause.
(2) , as used in this definition, means business concerns, one of whom directly or indirectly controls or has the power to control the others, Affiliates or a third party or parties control or have the power to control the others. In determining whether affiliation exists, consideration is given to all appropriate factors including common ownership, common management, and contractual relationships. SBA determines affiliation based on the factors set forth at 13 CFR 121.103.
(b) If the Contractor represented that it was a small business concern, a small disadvantaged business concern, or a joint venture that was any of the small business concerns identified in 19.000(a)(3) prior to award of this contract, the Contractor shall rerepresent its size and socioeconomic status according to paragraph (e) of this clause or, if applicable, paragraph (g) of this clause, upon occurrence of any of the following:
(1) Within 30 days after execution of a novation agreement or within 30 days after modification of the contract to include this clause, if the novation agreement was executed prior to inclusion of this clause in the contract.
(2) Within 30 days after a merger or acquisition that does not require a novation or within 30 days after modification of the contract to include this clause, if the merger or acquisition occurred prior to inclusion of this clause in the contract.
(3) For long-term contracts-
(i) Within 60 to 120 days prior to the end of the fifth year of the contract; and
(ii) Within 60 to 120 days prior to the date specified in the contract for…
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