RFQ Safety Training_Combined Synopsis_fin.pdf

COMBINED SYNOPSIS/SOLICITATION

REQUEST FOR QUOTATION (RFQ)

Issuing Office: Court Services and Offender Supervision Agency

(CSOSA) Office of Administration Office of Procurement 800 North Capitol Street, NW

Washington, DC 20002-4260

Agency Contact: Lawrence Durden/Contract Specialist

(202) 875-9259 /lawrence.durden@csosa.gov

Solicitation Number: 9594CS26Q0006

Title: Staff Safety Training

Solicitation Release Date: Thursday, May 7, 2026

Technical Questions Due Date: Thursday, May 14, 2026 at 03:00 pm

Quotation Due Date: Tuesday, May 26, 2026 at 11:00 AM

NOTICE: Issuance of this solicitation does not guarantee that an award will be made. Any resulting awards are subject to the availability of funding and the discretion of the awarding entity, including cancellation or amendment based on a determination of change in agency needs.

mailto:875-9259%20/lawrence.durden@csosa.gov

I. RFQ INFORMATION AND INSTRUCTIONS FOR PREPARATION

OF QUOTATIONS

A. RFQ INFORMATION

This is a combined synopsis/solicitation for commercial products or commercial services prepared in accordance with the format in Federal Acquisition Regulation (FAR) Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; quotes are being requested and a written solicitation will not be issued.

This is an OPEN-MARKET Firm Fixed Price (FFP) RFQ. This solicitation is prepared in accordance with FAR Part 12, Acquisition of Commercial Products and Commercial Services, in conjunction with the policies and procedures for solicitation, evaluation, and award as prescribed in FAR Part 13, Simplified Acquisition Procedures. The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular (FAC) 2026-01 effective 03/13/2026. A Defense Priorities and Allocations System (DPAS) rating is not applicable to this procurement.

This is a TOTAL SMALL BUSINESS SET-ASIDE solicitation, and the North American Industry Classification System (NAICS) code is 611699 - Self-defense (except martial arts) and all Other Miscellaneous Schools and Instruction. The Small Business Size Standard is $16.5M and the associated Product Service Code (PSC) is U099 – Other Education and Training Services.

A responsible quoter is one whose quotation conforms to the solicitation and will be most advantageous to the Government. It is the contractor’s responsibility to be familiar with applicable clauses and provisions. FAR Provisions and Clauses may be viewed and/or downloaded from https://www.acquisition.gov/?q=browsefar.

The Contractor’s qualifications will be determined in accordance with FAR 9.105 Contractor Qualifications quote will be evaluated for compliance regarding the submission of all information required by the cover letter identified in solicitation Attachment A-1.

It is the responsibility of all interested vendors to check www.sam.gov for any Amendments, Question and Answers to question resulting from this RFQ. The quoter is responsible for ensuring a RFQ amendments are incorporated into its response accordingly.

NOTE: Offerors are requested to email Lawrence Durden at Lawrence.Durden@csosa.gov and Elijah Anderson at Elijah.Anderson@csosa.gov no later than 3:00 PM (EDT), Friday May 20, 2026 to provide notification of your intent to submit a proposal.

B. INSTRUCTIONS FOR PREPARATION AND SUBMISSION OF QUOTATIONS

(FAR 52.212-1 Addenda)

All questions concerning this RFQ shall be submitted electronically to the Agency contact listed https://www.acquisition.gov/?q=browsefar.

http://www.sam.gov/ above no later than the due date and time for questions regarding this RFQ. Each prospective Quoter should attempt to state each question in that the Quoter would have no objection to the Government publishing that precise question (and its answer) in a formal amendment to the RFQ. Likewise, each prospective Quoter should attempt to word each question in such a way that the publication of that question would not divulge any information that the prospective Quoter considers to be proprietary or confidential.

With the submission of its proposal, the entity submitting a proposal warrants that, to the best of the Offeror’s knowledge and belief, there are no relevant facts or circumstances which give rise to an organizational conflict of interest, as defined in FAR Subpart 9.5, or that the Offeror has disclosed all such relevant information.

In responding to this RFQ, the Contractor shall address an understanding of logistics, schedule, and any other miscellaneous issues of which the Government should be aware. The Contractor shall indicate if any technical assumptions have been made, conditions have been stipulated or exceptions have been taken with the Government Description of Requirement as written. If technical assumptions are not noted, it will be assumed that the vendor’s quote reflects no technical assumptions for the award and agrees to comply with all the terms and conditions set forth herein.

By submission of its quote, the contractor accepts all terms and conditions, representations and certifications, and technical requirements. The Government intends to select ONE Contractor for the award of this requirement.

Quotations shall be submitted electronically as Adobe (pdf) files in an email whose size shall not exceed twenty Megabytes (10MB) no later than the due date and time for RFO quotations. If multiple emails are required, they shall be identified in sequence (1 of 3, 2 of 3, etc.). Document(s) shall not contain any security restrictions (e.g. password protection) that prevent the Government from distributing and printing the document(s) and shall not include marketing materials or letters of support/recommendation.

Quotations submitted shall be valid for a period of no less than ninety (90) days from the closing date of the RFQ. Offerors shall not be reimbursed for the costs of developing a quote for this RFQ. Quotations MUST include the following:

1. Technical Quote in the format described in section B.1.2 and the Price Quote as described in section B.1.3; and

2. Completed copy of the Representation and Certifications (see page Part V Section

B.2); and

3. Acknowledgment of all solicitation amendments, if any.

NOTE: Failure to furnish all information required above may result in your quotation being considered non-responsive and eliminated from further consideration.

The timeliness of a quote is determined by the date and time of receipt. It is the Quoter’s responsibility to ensure that the quotation submission email is received by the designated cut-off date and time. Early submission is encouraged.

This is an electronic procurement. Hard copies of the quotations will not be accepted. Please reference the RFQ number in the subject line of any e-mails related to this procurement.

B.1. Submission Requirements. The entity submitting a quotation shall submit a cover letter, a technical quote and a price quote consisting of the information outlined below.

The (1) Cover Letter, (2) Technical Quote, and (3) Price Quotation together constitute a complete submission. All proposals shall be submitted electronically via email to Lawrence.Durden@csosa.gov and Elijah.Anderson@csosa.gov. The email shall include the following documents, in separate files, identified in sequence (1 of 3, 2 of 3, etc.). The specific submission format is as follows:

1. File 1: Completed Cover Letter: Attachment A-1 and attachments if applicable.

2. File 2: Technical Quote – Factor 1 (with all information required by B.1.2.2 of this

Section).

3. File 3: Technical Quote – Factor 2 (with all information required by B.1.2.3 of this

Section).

4. File 4: Price quote with all information required by B.1.3 of this Section, including

Attachment A-2: Pricing Schedule Worksheet.

• Each file shall be sent as a separate PDF document, with each page numbered in sequential order. The Offeror is responsible for ensuring the PDF document is organized in sequential order.

• For each PDF document, the font size shall not be less than 12-points for body text and 10-point for graphs, charts and tables, with one inch top, side, and bottom margins. Paper size shall be 8.5 inches by 11 inches.

• If the size of all the above identified files attached to the email total more than 10MB, provide multiple emails with the subject line “Response to RFQ 9594CS26Q0006, Email 1 of” and so on.

• Entities submitting a proposal shall assume full responsibility for ensuring that the submission is received, as required, no later than the established date and time on the RFQ Cover Page 1.

• It is strongly suggested that quotations be sent early enough to allow for transmission problems that may be encountered on the Internet.

NOTE: After submission of the email(s) containing the quotation files, send a separate email to Lawrence.Durden@csosa.gov and Elijah.Anderson@csosa.gov to confirm notification that a proposal has been submitted and how many emails the quote consisted of. This email will allow CSOSA to know if your complete proposal has been received. CSOSA will respond to this email that your proposal was or was not received.

mailto:Lawrence.Durden@csosa.gov mailto:Elijah.Anderson@csosa.gov mailto:Lawrence.Durden@csosa.gov mailto:Elijah.Anderson@csosa.gov

B.1.1. Cover Letter. The Quoter must provide a cover letter (see Attachment A-1) containing the following information:

• Name of Contractor submitting a quote;

• Complete Business Address;

• Contact Name;

• Contact Phone;

• Contact Email Address;

• Unique Entity ID;

• Commercial and Government Entity (CAGE) Code;

• Date of Quote and Expiration Date (must be effective at least 90 calendar days from solicitation issue date).

• Acknowledgment that Offeror Representations and Certifications -- Commercial Products and Commercial Services are up to date in SAM.gov.

• Identification of business size, e.g., small, large, etc. for NAICS 611699 (See NOTE below)

NOTE: If Quoter’s Representations and Certifications posted in SAM under FAR 52.219-1 do not include the NAICS code shown above, the quoter must add the NAICS code to its SAM.gov registration prior to the submission of its quote in response to this RFQ.

. Technical Quote.

B.1.2.1 Format. The Technical Quote shall be in Word or PDF format and includes all information addressing the non-price evaluation factors. The Technical Quote is limited to 10 pages. Any more than 10 pages will be removed and not considered. The Technical Quote shall address each of the following elements:

1) Submission requirements for Factor 1: Relevant Corporate Experience

2) Submission requirements for Factor 2: Qualifications of Proposed Key Personnel

B.1.2.2 Submission requirements for Factor 1 - Relevant Corporate Experience. The Technical Quote submission shall provide at least one, but not more than two projects completed within the past five years that demonstrate experience with the following (Scenario-based examples and hands-on learning in accordance with the SOW, specifically using the following:

1) Use of Force Continuum (UoFC).

2) De-escalating Potentially Violent Situations | OC Tactic-Techniques-Procedures

(TTP). (Able to provide the following Scenarios)

(a) Awareness

(b) Connection

(c) Problem Solving

(d) Disengagement

(e) Transition to OC

(f) Deploy OC

3) Self-Defense Tactics| Evade/Escape Threats or Violence (Able to provide the following Scenarios)

(a) Disengagement to Break Physical Contact

(b) Disengagement to Escape to Gain Safety (ETGS)

(c) Disengagement to ETGS (Straight Blast)

4) First Aid Self-Care/Buddy Aid/Critical Incident Reporting

B.1.2.3 Submission requirements for Factor 2: Qualifications of Proposed Key Personnel. The Technical Quote should provide adequate information to evaluate the qualifications, experience, and suitability of each of the 4 proposed Key Personnel. The submission requirement for each proposed Key Personnel is as follows:

1) Must provide a minimum of four years prior experience in community corrections, law enforcement, public safety, military, or defensive tactics backgrounds. (See Statement of Work (SOW) Attachment A-3)

2) Must provide a minimum of three years’ experience delivering training curricula and facilitating group activity in the community corrections, law enforcement, military, or defensive tactics field related to the Session content of this SOW.

Preferred but not required: Federal Law Enforcement Training Accreditation (FLETA), International Association of Directors of Law Enforcement Standards and Training (IADLEST) National Certification Program (NCP)™ (See SOW - Attachment A-3).

3) Must be a citizen of the United States of America or be lawfully permitted to reside in the United States and possess a valid work permit.

a. Be at least 21 years of age.

b. Be able to speak English fluently.

c. Adhere to the terms of this task order

B.1.3. Price. The Price quote will consist of a completed Pricing Schedule Worksheet (Attachment A-2) with Unit Prices and Totals for each Item Number. The Price quote must be based on the Offeror’s own technical knowledge, the Solicitation’s specifications, and other contractual requirements. NOTE: Offerors are not to make any changes to Attachment A-2 other than inserting the Unit Price and the Total Not-to-Exceed Price.

The Price quote has no page limitations; however, other than the required documents identified above, no other information is necessary. If other information is submitted beyond what is identified for the Price quote, it should be minimal. The Contractor can submit the breakdown in a spreadsheet (XLS), MS-Word, or PDF document.

II. EVALUATION METHOD AND BASIS FOR AWARD

A. Evaluation Method. To be considered for the award, the Government will award a purchase order resulting from this RFQ to the responsible offeror whose offer conforms to the RFQ and will be most advantageous to the Government, considering the non-price factors, and then the price will be considered.

The following shall be used to evaluate quotes: Non-Price Factors: Factor 1 - Relevant Corporate Experience; Factor 2 - Qualifications of Key Personnel; and Price. Non-price/technical factors are more important than Price. The Government will pay a slightly higher price for a quotation that expresses a technically superior result.

1) Right to hold communications: The Government intends to award without communications; however, the Government reserves the right to have communication if it is determined necessary. Additionally, the Government reserves the right to make no award from this RFQ.

2) The Government will award a purchase order resulting from this RFQ to the most technically acceptable quote. The non-price factors, when combined, are equally important and more important than price. The following non-price factors are in relative order of importance and shall be used to evaluate offers:

a. FACTOR 1 – Relevant Corporate Experience;

b. FACTOR 2 – Qualifications of Proposed Key Personnel

B.1 BASIS FOR AWARD. The basis of the award will be of the best value to the Government. The Government will evaluate each quote as a whole and make an award to the entity that, in the Government’s estimation, provides the greatest overall benefit in response to the requirement considering the Evaluation Method above.

Pricing for all CLINs, including the option period CLINs, for each period of performance as per Attachment A-2 combined, will be evaluated by the Government.

B.1.2 EVALUATION CRITERIA. The following criteria shall be used to evaluate the Offeror’s ability to meet all requirements identified in the SOW:

Factor 1 – Relevant Corporate Experience. The Government will assess the extent and nature of experience of the submitter in providing projects that are similar in size, scope, and complexity to the work to be performed as defined in the SOW. Similar in size and is measured as any project valued at an overall minimum of $300,000. Project should be similar in scope/complexity providing services like those identified in SOW of this RFQ.

Factor 2 - Qualifications of Key Personnel. Submissions will be evaluated to determine that each person proposed meets the labor category requirements identified in the SOW, and each person proposed has experience performing applicable tasks identified in this RFQ (See SOW - Attachment A-3).

Price. The submitter’s total price (including Pricing Quote as per Attachment A-2) will be evaluated for completeness and reasonableness in relation to the RFQ requirements. All prices for all CLINs and pricing for Staff Safety Training per Attachment A-2 will be added to arrive at a total quoted price. Proposed prices must be entirely compatible with the technical submission.

Evaluation of Options. The Government will evaluate offers for award purposes by adding the total price for all options to the basic requirement price. The Government may determine that an offer is unacceptable if the option prices are significantly unbalanced. Evaluation of options shall not obligate the Government to exercise the option(s). (as per Attachment A-2)

The Government may reject any offer that is evaluated to be unrealistic in terms of program commitments, including contract terms and conditions, or unrealistically high or low in cost/price, or are unbalanced, such that the offer is deemed to reflect an inherent lack of competence or failure to comprehend the technical requirements.

The Government reserves the right to request such additional information as may be necessary to determine the offeror’s qualifications for the award or to clarify any aspects of the technical and/or cost/price submissions. Such information shall be furnished promptly upon the Government’s request.

III. SCHEDULE OF SERVICES

The Contractor shall furnish all services to perform the tasks described under this purchase order in support of the mission of the CSOSA.

ITEM DESCRIPTION QT

Y

UNIT UNIT

PRICE

AMOUNT

Base Period: 12 months from the effective date of award

0001 Officer Safety Train-the-Trainer.

2 Sessions

0002 Officer Safety Training for End Users.

11 Sessions

Total Base Period Amount

Option Period 1: 12 months from the effective date of Base Period

Officer Safety Train-the-Trainer Booster.

2 Sessions

Officer Safety Training for End Users.

11 Sessions

Total Option Period 1 Amount $ Total Task Order Amount $

IV. STATEMENT OF WORK (SOW)

See Attachment A-3

V. SOLICITATION PROVISIONS and CONTRACT CLAUSES

A. Representations, Certifications, and Other Statements of Quoter

The offeror makes the following representations and certifications as a part of its quote.

B. Federal Acquisition Regulation (FAR) Provisions

B.1. FAR 52.252-1 -- Solicitation Provisions Incorporated by Reference (Feb 1998)

This solicitation incorporates one or more solicitation provisions 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. The offeror is cautioned that the listed provisions may include blocks that must be completed by the offeror and submitted with its quotation or offer. In lieu of submitting the full text of those provisions, the offeror may identify the provision by paragraph identifier and provide the appropriate information with its quotation or offer. Also, the full text of a solicitation provision may be accessed electronically at https://www.acquisition.gov/far.

FAR

Clause No.

Title Date

52.212-1 Instructions to Offerors-Commercial Products and Commercial Services SEP 2023 52.212-4 Contract Terms and Conditions-Commercial Items OCT 2018 52.233-3 Protest After Award APR 2012 52.245-1 Government Property JAN 2017 52.245-9 Use and Charges APR 2012

NOTICE: System updates may lag policy updates. The System for Award Management (SAM) may continue to require entities to complete representations based on provisions that are not included in agency solicitations. Examples include 52.222-25, Affirmative Action Compliance, 52.223-22, Public Disclosure of Greenhouse Gas Emissions and Reduction Goals—Representation, and paragraph

(d) of 52.212-3, Offeror Representations and Certifications—Commercial Products and Commercial Services. Contracting officers will not consider these representations when making award decisions or enforce requirements. Entities are not required to, nor are they able to, update their entity registration to remove these representations in SAM.

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

B.2 FAR 52.212-3 -- Offeror Representations and Certifications—Commercial Products and Commercial Services (May 2024) [(DEVIATION FEB 2025)]

The Offeror shall complete only paragraph (b) of this provision if the Offeror has completed the annual representations and certification electronically in the System for Award Management (SAM) accessed through https://www.sam.gov. If the Offeror has not completed the annual representations and certifications electronically, the Offeror shall complete only paragraphs (c) through (v) of this provision.

(a) Definitions. As used in this provision— Covered telecommunications equipment or services has the meaning provided in the clause 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment.

Economically disadvantaged women-owned small business (EDWOSB) concern means a small business concern that is at least 51 percent directly and unconditionally owned by, and the management and daily business operations of which are controlled by, one or more women who are citizens of the United States and who are economically disadvantaged in accordance with 13 CFR part 127, and the concern is certified by SBA or an approved third-party certifier in accordance with 13 CFR 127.300. It automatically qualifies as a women-owned small business eligible under the WOSB Program.

Forced or indentured child labor means all work or service—

(i) Exacted from any person under the age of 18 under the menace of any penalty for its nonperformance and for which the worker does not offer himself voluntarily; or

(2) Performed by any person under the age of 18 pursuant to a contract the enforcement of which can be accomplished by process or penalties.

Highest-level owner means the entity that owns or controls an immediate owner of the offeror, or that owns or controls one or more entities that control an immediate owner of the offeror. No entity owns or exercises control of the highest-level owner.

Immediate owner means an entity, other than the offeror, that has direct control of the offeror.

Indicators of control include, but are not limited to, one or more of the following: ownership or interlocking management, identity of interests among family members, shared facilities and equipment, and the common use of employees.

Inverted domestic corporation, means a foreign incorporated entity that meets the definition of an inverted domestic corporation under 6 U.S.C. 395(b), applied in accordance with the rules and definitions of 6 U.S.C. 395(c).

Manufactured end product means any end product in product and service codes (PSCs) 1000- 9999, except—

(1) PSC 5510, Lumber and Related Basic Wood Materials;

(2) Product or Service Group (PSG) 87, Agricultural Supplies;

(3) PSG 88, Live Animals;

(4) PSG 89, Subsistence;

(5) PSC 9410, Crude Grades of Plant Materials;

(6) PSC 9430, Miscellaneous Crude Animal Products, Inedible;

(7) PSC 9440, Miscellaneous Crude Agricultural and Forestry Products;

(8) PSC 9610, Ores;

(9) PSC 9620, Minerals, Natural and Synthetic; and https://www.sam.gov/ https://www.acquisition.gov/far/part-52#FAR_52_204_25 https://www.ecfr.gov/current/title-13/part-127 https://www.ecfr.gov/current/title-13/part-127 https://www.ecfr.gov/current/title-13/section-127.300 http://uscode.house.gov/view.xhtml?req=granuleid%3AUSC-prelim-title6-section395&num=0&edition=prelim http://uscode.house.gov/view.xhtml?req=granuleid%3AUSC-prelim-title6-section395&num=0&edition=prelim

(10) PSC 9630, Additive Metal Materials.

Place of manufacture means the place where an end product is assembled out of components, or otherwise made or processed from raw materials into the finished product that is to be provided to the Government. If a product is disassembled and reassembled, the place of reassembly is not the place of manufacture.

Predecessor means an entity that is replaced by a successor and includes any predecessors of the predecessor.

Reasonable inquiry has the meaning provided in the clause 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment.

Restricted business operations mean business operations in Sudan that include power production activities, mineral extraction activities, oil-related activities, or the production of military equipment, as those terms are defined in the Sudan Accountability and Divestment Act of 2007 (Pub. L. 110-174). Restricted business operations do not include business operations that the person (as that term is defined in Section 2 of the Sudan Accountability and Divestment Act of 2007) conducting the business can demonstrate—

(1) Are conducted under contract directly and exclusively with the regional government of southern Sudan;

(2) Are conducted pursuant to specific authorization from the Office of Foreign Assets Control in the Department of the Treasury, or are expressly exempted under Federal law from the requirement to be conducted under such authorization;

(3) Consist of providing goods or services to marginalized populations of Sudan;

(4) Consist of providing goods or services to an internationally recognized peacekeeping force or humanitarian organization;

(5) Consist of providing goods or services that are used only to promote health or education; or

(6) Have been voluntarily suspended.

Sensitive technology—

(1) Means hardware, software, telecommunications equipment, or any other technology that is to be used specifically—

(i) To restrict the free flow of unbiased information in Iran; or

(ii) To disrupt, monitor, or otherwise restrict speech of the people of Iran; and

(2) Does not include information or informational materials the export of which the President does not have the authority to regulate or prohibit pursuant to section 203(b)(3)of the International Emergency Economic Powers Act ( 50 U.S.C. 1702(b)(3)).

Service-disabled veteran-owned small business (SDVOSB) concern means a small business concern—

(1) (i) Not less than 51 percent of which is owned and controlled by one or more service-disabled veterans or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more service-disabled veterans; and

(ii) The management and daily business operations of which are controlled by one or more service-disabled veterans or, in the case of a service-disabled veteran with permanent and severe disability, the spouse or permanent caregiver of such veteran; or

(2) A small business concern eligible under the SDVOSB Program in accordance with 13 CFR part 128 (see subpart 19.14).

(3) Service-disabled veteran, as used in this definition, means a veteran as defined in 38 U.S.C. 101(2), with a disability that is service connected, as defined in 38 U.S.C. 101(16), and https://www.acquisition.gov/far/part-52#FAR_52_204_25 http://uscode.house.gov/view.xhtml?req=granuleid%3AUSC-prelim-title50-section1702(b)(3)&num=0&edition=prelim https://www.acquisition.gov/far/part-19#FAR_Subpart_19_14 http://uscode.house.gov/view.xhtml?req=granuleid%3AUSC-prelim-title38-section101&num=0&edition=prelim http://uscode.house.gov/view.xhtml?req=granuleid%3AUSC-prelim-title38-section101&num=0&edition=prelim http://uscode.house.gov/view.xhtml?req=granuleid%3AUSC-prelim-title38-section101&num=0&edition=prelim who is registered in the Beneficiary Identification and Records Locator Subsystem, or successor system that is maintained by the Department of Veterans Affairs’ Veterans Benefits Administration, as a service-disabled veteran.

Service-disabled veteran-owned small business (SDVOSB) concern eligible under the SDVOSB Program means an SDVOSB concern that—

(1) Effective January 1, 2024, is designated in the System for Award Management (SAM) as certified by the Small Business Administration (SBA) in accordance with 13 CFR 128.300; or

(2) Has represented that it is an SDVOSB concern in SAM and submitted a complete application for certification to SBA on or before December 31, 2023.

Service-disabled veteran-owned small business (SDVOSB) Program means a program that authorizes contracting officers to limit competition, including award on a sole-source basis, to SDVOSB concerns eligible under the SDVOSB Program.

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 size standards in this solicitation.

(2) Affiliates, as used in this definition, means business concerns, one of whom directly or indirectly controls or has the power to control the others, 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.

Small disadvantaged business concern, consistent with 13 CFR 124.1001, means a small business concern under the size standard applicable to the acquisition, that—

(1) Is at least 51 percent unconditionally and directly owned (as defined at 13 CFR 124.105) by—

(i) One or more socially disadvantaged (as defined at13 CFR 124.103) and economically disadvantaged (as defined at 13 CFR 124.104) individuals who are citizens of the United States;

and

(ii) Each individual claiming economic disadvantage has a net worth not exceeding the threshold at 13 CFR 124.104I(2) after taking into account the applicable exclusions set forth at 13 CFR124.104I(2); and

(2) The management and daily business operations of which are controlled (as defined at 13.CFR 124.106) by individuals, who meet the criteria in paragraphs (1)(i) and (ii) of this definition.

Subsidiary means an entity in which more than 50 percent of the entity is owned—

(1) Directly by a parent corporation; or

(2) Through another subsidiary of a parent corporation

Successor means an entity that has replaced a predecessor by acquiring the assets and carrying out the affairs of the predecessor under a new name (often through acquisition or merger). The term "successor" does not include new offices/divisions of the same company or a company that only changes its name. The extent of the responsibility of the successor for the liabilities of the predecessor may vary, depending on State law and specific circumstances.

Veteran-owned small business concern means a small business concern— https://www.ecfr.gov/current/title-13/part-121 https://www.ecfr.gov/current/title-13/part-121

(1) Not less than 51 percent of which is owned and controlled by one or more veterans (as defined at 38 U.S.C. 101(2)) or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more veterans; and

(2) The management and daily business operations of which are controlled by one or more veterans.

Women-owned business concern means a concern which is at least 51 percent owned by one or more women; or in the case of any publicly owned business, at least 51 percent of its stock is owned by one or more women; and whose management and daily business operations are controlled by one or more women

Women-owned small business concern means a small business concern—

(1) That is at least 51 percent owned by one or more women; or, in the case of any publicly owned business, at least51 percent of the stock of which is owned by one or more women; and

(2) Whose management and daily business operations are controlled by one or more women.

Women-owned small business (WOSB) concern eligible under the WOSB Program (in accordance with 13 CFR part 127), means a small business concern that is at least 51 percent directly and unconditionally owned by, and the management and daily business operations of which are controlled by, one or more women who are citizens of the United States, and the concern is certified by SBA or an approved third-party certifier in accordance with 13 CFR 127.300.

(b) (1) Annual Representations and Certifications. Any changes provided by the Offeror in paragraph (b)(2) of this provision do not automatically change the representations and certifications in SAM.

(2) The offeror has completed the annual representations and certifications electronically in SAM accessed through http://www.sam.gov. After reviewing SAM information, the Offeror verifies by submission of this offer that the representations and certifications currently posted electronically at FAR 52.212-3, Offeror Representations and Certifications- Commercial Products and Commercial Services, have been entered or updated in the last 12 months, are current, accurate, complete, and applicable to this solicitation (including the business size standard(s) applicable to the NAICS code(s) referenced for this solicitation), at the time this offer is submitted and are incorporated in this offer by reference (see FAR 4.1201), except for paragraphs .

[Offeror to identify the applicable paragraphs at I through (v) of this provision that the offeror has completed for the purposes of this solicitation only, if any.

These amended representation(s) and/or certification(s) are also incorporated in this offer and are current, accurate, and complete as of the date of this offer.

Any changes provided by the offeror are applicable to this solicitation only, and do not result in an update to the representations and certifications posted electronically on SAM.]

(c) Offerors must complete the following representations when the resulting contract is for supplies to be delivered or services to be performed in the United States or its outlying areas, or when the contracting officer has applied part 19 in accordance with 19.000(b)(1)(ii). Check all that apply.

(1) Small business concern. The offeror represents as part of its offer that— http://uscode.house.gov/view.xhtml?req=granuleid%3AUSC-prelim-title38-section101(2)&num=0&edition=prelim https://www.ecfr.gov/current/title-13/part-127 https://www.ecfr.gov/current/title-13/section-127.300 https://www.ecfr.gov/current/title-13/section-127.300 http://www.sam.gov/ https://www.acquisition.gov/far/part-52#FAR_52_212_3 https://www.acquisition.gov/far/part-4#FAR_4_1201 https://www.acquisition.gov/far/part-19#FAR_Part_19 https://www.acquisition.gov/far/part-19#FAR_19_000

(i) It □ is, □ is not a small business concern; or

(ii) It □ is, □ is not a small business joint venture that complies with the requirements of 13 CFR 121.103(h) and 13 CFR 125.8(a) and (b). [ The offeror shall enter the name and unique entity identifier of each party to the joint venture: .]

(2) Veteran-owned small business concern. [Complete only if the offeror represented itself as a small business concern in paragraph I(1) of this provision.] The offeror represents as part of its offer that it □ is, □ is not a veteran-owned small business concern.

(3) SDVOSB concern. [Complete only if the offeror represented itself as a veteran-owned small business concern in paragraph I(2) of this provision.] The offeror represents that it □ is, □ is not an SDVOSB concern.

(4) SDVOSB concern joint venture eligible under the SDVOSB Program.

The offeror represents that it □ is, □ is not an SDVOSB joint venture eligible under the SDVOSB Program that complies with the requirements of 13 CFR 128.402. [Complete only if the offeror represented itself as an SDVOSB concern in paragraph I(3) of this provision.] [The offeror shall enter the name and unique entity identifier of each party to the joint venture: .]

(5) Small disadvantaged business concern. [Complete only if the offeror represented itself as a small business concern in paragraph I(1) of this provision.] The offeror represents that it □ is, □ is not a small disadvantaged business concern as defined in 13 CFR 124.1001.

(6) Women-owned small business concern. [Complete only if the offeror represented itself as a small business concern in paragraph I(1) of this provision.] The offeror represents that it □ is, □ is not a women-owned small business concern.

(7) WOSB joint venture eligible under the WOSB Program. The offeror represents that it □ is, □ is not a joint venture that complies with the requirements of 13 CFR 127.506(a) through (c). [ The offeror shall enter the name and unique entity identifier of each party to the joint venture: .]

(8) Economically disadvantaged women-owned small business (EDWOSB) joint venture. The offeror represents that it □ is, □ is not a joint venture that complies with the requirements of 13 CFR 127.506(a) through (c). [The offeror shall enter the name and unique entity identifier of each party to the joint venture: .]

Note to paragraphs I(9) and (10): Complete paragraphs I(9) and (10) only if this solicitation is expected to exceed the simplified acquisition threshold.

(9) Women-owned business concern (other than small business concern). [Complete only if the offeror is a women-owned business concern and did not represent itself as a small business concern in paragraph I(1) of this provision.] The offeror represents that it □ is a women-owned business concern.

(10) Tie bid priority for labor surplus area concerns. If this is an invitation for bid, small business offerors may identify the labor surplus areas in which costs to be incurred on account of manufacturing or production (by offeror or first-tier subcontractors) amount to more than 50 percent of the contract price:

(11) HUBZone small business concern. [Complete only if the offeror represented itself as a small business concern in paragraph I(1) of this provision.] The offeror represents, as part of its offer, that–

(i) It □ is, □ is not a HUBZone small business concern listed, on the date of this representation, as having been certified by SBA as a HUBZone small business concern in the Dynamic Small Business Search and SAM, and will attempt to maintain an employment rate https://www.ecfr.gov/current/title-13/section-121.103#p-121.103(h) https://www.ecfr.gov/current/title-13/section-125.8#p-125.8(a) https://www.ecfr.gov/current/title-13/section-125.8#p-125.8(b) https://www.ecfr.gov/current/title-13/section-124.1001 https://www.ecfr.gov/current/title-13/section-127.506#p-127.506(a) https://www.ecfr.gov/current/title-13/section-127.506#p-127.506(a) https://www.ecfr.gov/current/title-13/section-127.506#p-127.506(c) https://www.ecfr.gov/current/title-13/section-127.506#p-127.506(a) https://www.ecfr.gov/current/title-13/section-127.506#p-127.506(c) of HUBZone residents of 35 percent of its employees during performance of a HUBZone contract (see 13 CFR 126.200I(1)); and

(ii) It □ is, □ is not a HUBZone joint venture that complies with the requirements of 13 CFR 126.616(a) through (c). [The offeror shall enter the name and unique entity identifier of each party to the joint venture: .] Each HUBZone small business concern participating in the HUBZone joint venture shall provide representation of its HUBZone status.

(d) [Reserved]Representations required to implement provisions of Executive Order11246-

(1) Previous contracts and compliance. The offeror represents that-

(i) It □ has, □ has not participated in a previous contract or subcontract subject to the

Equal Opportunity clause of this solicitation; and

(ii) It □ has, □ has not filed all required compliance reports.

(2) Affirmative Action Compliance. The offeror represents that-

(i) It □ has developed and has on file, □ has not developed and does not have on file, at each establishment, affirmative action programs required by rules and regulations of the Secretary of Labor (41 CFR parts 60-1 and 60-2), or

(ii) It □ has not previously had contracts subject to the written affirmative action programs requirement of the rules and regulations of the Secretary of Labor.

(e) Certification Regarding Payments to Influence Federal Transactions

(31 http://uscode.house.gov/ U.S.C. 1352). (Applies only if the contract is expected to exceed $150,000.) By submission of its offer, the offeror certifies to the best of its knowledge and belief that no Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress or an employee of a Member of Congress on his or her behalf in connection with the award of any resultant contract. If any registrants under the Lobbying Disclosure Act of 1995 have made a lobbying contact on behalf of the offeror with respect to this contract, the offeror shall complete and submit, with its offer, OMB Standard Form LLL, Disclosure of Lobbying Activities, to provide the name of the registrants. The offeror need not report regularly employed officers or employees of the offeror to whom payments of reasonable compensation were made.

(f) Buy American Certificate. (Applies only if the clause at Federal Acquisition Regulation

(FAR) 52.225-1, Buy American-Supplies, is included in this solicitation.)

(1) (i) The Offeror certifies that each end product, except those listed in paragraph (f)(2) of this provision, is a domestic end product and that each domestic end product listed in paragraph (f)(3) of this provision contains a critical component.

(ii) The Offeror shall list as foreign end products those end products manufactured in the United States that do not qualify as domestic end products. For those foreign end products that do not consist wholly or predominantly of iron or steel or a combination of both, the Offeror shall also indicate whether these foreign end products exceed 55 percent domestic content, except for those that are COTS items. If the percentage of the domestic content is unknown, select “no”.

(iii) The Offeror shall separately list the line item numbers of domestic end products that contain a critical component (see FAR 25.105).

https://www.ecfr.gov/current/title-13/section-126.200 https://www.ecfr.gov/current/title-13/section-126.616#p-126.616(a) https://www.ecfr.gov/current/title-13/section-126.616#p-126.616(a) https://www.ecfr.gov/current/title-13/section-126.616#p-126.616(c) http://uscode.house.gov/browse.xhtml%3Bjsessionid%3D114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/part-52#FAR_52_225_1

(iv) The terms “commercially available off-the-shelf (COTS) item,” “critical component,” “domestic end product,” "end product," "foreign end product," and "United States" are defined in the clause of this solicitation entitled "Buy American-Supplies."

(2) Foreign End Products:

Line-Item No.

Country of Origin

Exceeds 55% domestic content (yes/no)

[List as necessary]

(3) Domestic end products containing a critical component:

Line Item No.

(4) The Government will evaluate offers in accordance with the policies and procedures of

FAR part 25.

(g) (1) Buy American-Free Trade Agreements-Israeli Trade Act Certificate. (Applies only if the clause at FAR 52.225-3, Buy American-Free Trade Agreements-Israeli Trade Act, is included in this solicitation.)

(i) (A) The Offeror certifies that each end product, except those listed in paragraph (g)(1)(ii) or (iii) of this provision, is a domestic end product and that each domestic end product listed in paragraph (g)(1)(iv) of this provision contains a critical component.

(B) The terms "Bahraini, Moroccan, Omani, Panamanian, or Peruvian end product," "commercially available off-the-shelf (COTS) item," "critical component," "domestic end product," "end product," "foreign end product," "Free Trade Agreement country," "Free Trade Agreement country end product," "Israeli end product," and "United States" are defined in the clause of this solicitation entitled "Buy American-Free Trade Agreements-Israeli Trade Act."

(ii) The Offeror certifies that the following supplies are Free Trade Agreement country end products (other than Bahraini, Moroccan, Omani, Panamanian, or Peruvian end products) or Israeli end products as defined in the clause of this solicitation entitled "Buy American-Free Trade Agreements-Israeli Trade Act."

Free Trade Agreement Country End Products (Other than Bahraini, Moroccan, Omani, Panamanian, or Peruvian End Products) or Israeli End Products:

https://www.acquisition.gov/far/part-25#FAR_Part_25 https://www.acquisition.gov/far/part-52#FAR_52_225_3

Line Item No. Country of Origin

(iii) The Offeror shall list those supplies that are foreign end products (other than those listed in paragraph (g)(1)(ii) of this provision) as defined in the clause of this solicitation entitled "Buy American-Free Trade Agreements-Israeli Trade Act." The Offeror shall list as other foreign end products those end products manufactured in the United States that do not qualify as domestic end products. For those foreign end products that do not consist wholly or predominantly of iron or steel or a combination of both, the Offeror shall also indicate whether these foreign end products exceed 55 percent domestic content, except for those that are COTS items. If the percentage of the domestic content is unknown, select “no”.

Other Foreign End Products:

Line Item No. Country of Origin Exceeds 55% domestic content (yes/no)

(iv) The Offeror shall list the line item numbers of domestic end products that contain a critical component (see FAR 25.105).

(v) The Government will evaluate offers in accordance with the policies and procedures of FAR part 25.

(2) Buy American-Free Trade Agreements-Israeli Trade Act Certificate, Alternate II.

If Alternate II to the clause at FAR 52.225-3 is included in this solicitation, substitute the following paragraph (g)(1)(ii) for paragraph (g)(1)(ii) of the basic provision:

https://www.acquisition.gov/far/part-25#FAR_25_105 https://www.acquisition.gov/far/part-52#FAR_52_225_3

(g)(1)(ii) The offeror certifies that the following supplies are Israeli end products as defined in the clause of this solicitation entitled “Buy American—Free Trade Agreements—Israeli Trade Act”:

Israeli End Products:

Line Item No.

[List as necessary]

(3) Buy American-Free Trade Agreements-Israeli Trade Act Certificate, Alternate III.

If Alternate III to the clause at 52.225-3 is included in this solicitation, substitute the following paragraphs (g)(1)(i)(B) and (g)(1)(ii) for paragraphs (g)(1)(i)(B) and (g)(1)(ii) of the basic provision:

(g)(1)(i)(B) The terms “Korean end product”, “commercially available off-the-shelf (COTS) item,” “critical component,” “domestic end product,” “end product,” “foreign end product,” “Free Trade Agreement country,” “Free Trade Agreement country end product,” “Israeli end product,” and “United States” are defined in the clause of this solicitation entitled “Buy American—Free Trade Agreements—Israeli Trade Act.”

(g)(1)(ii) The Offeror certifies that the following supplies are Korean end products or Israeli end products as defined in the clause of this solicitation entitled “Buy American—Free Trade Agreements—Israeli Trade Act”:

Korean End Products or Israeli End Products:

[List as necessary]

(4) Trade Agreements Certificate. (Applies only if the clause at FAR 52.225-5, Trade Agreements, is included in this solicitation.)

(i) The offeror certifies that each end product, except those listed in paragraph (g)(4)(ii) of this provision, is a U.S.-made or designated country end product, as defined in the clause of this solicitation entitled "Trade Agreements."

(ii) The offeror shall list as other end products those end products that are not U.S.-made or designated country end products.

Other End Products:

[List as necessary]

(iii) The Government will evaluate offers in accordance with the policies and procedures of FAR part 25. For line items covered by the WTO GPA, the Government will evaluate offers of U.S.-made or designated country end products without regard to the restrictions of the Buy American statute. The Government will consider for award only offers of U.S.-made or designated country end products unless the Contracting Officer determines that there are no offers for such products or that the offers for such products are insufficient to fulfill the requirements of the solicitation.

(h) Certification Regarding Responsibility Matters (Executive Order 12689). (Applies only if the contract value is expected to exceed the simplified acquisition threshold.)

https://www.acquisition.gov/far/part-52#FAR_52_225_3 https://www.acquisition.gov/far/part-52#FAR_52_225_5

The offeror certifies, to the best of its knowledge and belief, that the offeror and/or any of its principals–

(1) □ Are, □ are not presently debarred, suspended, proposed for debarment, or declared ineligible for the award of contracts by any Federal agency;

(2) □ Have, □ have not, within a three-year period preceding this offer, been convicted of or had a civil judgment rendered against them for: commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a Federal, state or local government contract or subcontract; violation of Federal or state antitrust statutes relating to the submission of offers; or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, tax evasion, violating Federal criminal tax laws, or receiving stolen property;

(3) □ Are, □ are not presently indicted for, or otherwise criminally or civilly charged by a Government entity with, commission of any of these offenses enumerated in paragraph (h)(2) of this clause; and

(4) □ Have, □ have not, within a three-year period preceding this offer, been notified of any delinquent Federal taxes in an amount that exceeds the threshold at 9.104-5(a)(2) for which the liability remains unsatisfied.

(i) Taxes are considered delinquent if both of the following criteria apply:

(A) The tax liability is finally determined.