S02 15A00024R00000070_F.pdf

15A00024R00000070 Page 1 of 73

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES

NOTE: OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24 AND 30.

1. REQUISITION NUMBER PAGE 1 OF

5. SOLICITATION NUMBER

15A00024R00000070

2. CONTRACT NUMBER 3. AWARD/EFFECTIVE

DATE

4. ORDER NUMBER 6. SOLICITATION ISSUE

DATE

06/12/2024

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME

Catalin M. Parfenti catalin.parfenti@atf.gov

b. TELEPHONE NUMBER (No collect calls)

(O) 202-436-6834 (F) 202-648-9654

8. OFFER DUE DATE / LOCAL

TIME

06/27/2024 01:00 ET

CODE 15A000

ATF - ACQUISITIONS MANAGEMENT DIVISION

99 NEW YORK AVE. NE, #3.S-125

WASHINGTON, DC 20226

9. ISSUED BY UNRESTRICTED OR X SET ASIDE:100.00 % FOR

X SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

(SDVOSB)

WOMEN-OWNED SMALL

BUSINESS (WOSB)

ECONOMICALLY DISADVANTAGED

WOMEN-OWNED SMALL BUSINESS

(EDWOSB)

8(A)

NORTH AMERICAN

INDUSTRY CLASSIFICATION

STANDARD (NAICS):

561611

SIZE STANDARD:

$25.0M

10. THE ACQUISITION IS

SEE SCHEDULEX

11. DELIVERY FOR FREE ON BOARD

(FOB) DESTINATION UNLESS

BLOCK IS MARKED

NET 30

12. DISCOUNT TERMS

13a. THIS CONTRACT IS A

RATED ORDER UNDER THE

DEFENSE PRIORITIES AND

ALLOCATIONS SYSTEM -

DPAS (15 CFR 700)

13b. RATING

REQUEST

FOR QUOTE

(RFQ)

INVITATION

FOR BID

(IFB)

X

REQUEST

FOR

PROPOSAL

(RFP)

14. METHOD OF SOLICITATION

15A000CODE15. DELIVER TO

Personnel Security Branch 99 New York Ave, NE Suite 1.E-300 Washington, DC 20226

CODE 15A00016. ADMINISTERED BY

ATF - ACQUISITIONS MANAGEMENT DIVISION

99 NEW YORK AVE. NE, #3.S-125

WASHINGTON, DC 20226

Catalin M. Parfenti

(O) 202-436-6834

(F) 202-648-9654 catalin.parfenti@atf.gov

FACILITY

CODE

CODE

TELEPHONE NUMBER

17a. CONTRACTOR/

OFFEROR

A404040CODE18a. PAYMENT WILL BE MADE BY

ATF - FINANCE BRANCH

99 New York Ave. NE, #4.S-288 Washington, DC 20226

(O) (202) 648-7860 Finance.Branch@ATF.gov

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN

OFFER SEE ADDENDUM

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK

BELOW IS CHECKED

19.

ITEM NUMBER

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

In-House Investigation and Personal Background Check Support Services

Firm Fixed Price

See Continuation Sheet(s) (Use Reverse and/or Attach Additional Sheets as Necessary)

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Government Use Only)

X 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

ARE X ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

X 28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN 1 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 31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30b. NAME AND TITLE OF SIGNER (Type or print) 30c. DATE SIGNED 31b. NAME OF THE CONTRACTING OFFICER (Type or print)

Catalin M Parfenti

31c. DATE SIGNED

06/10/2024

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 11/2021)

Prescribed by GSA - FAR (48 CFR) 53.212

15A00024R00000070 Page 2 of 73

19.

ITEM NUMBER

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED: _________________________________

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

PARTIAL FINAL

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

COMPLETE PARTIAL FINAL

36. PAYMENT 37. CHECK NUMBER

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT 42a. RECEIVED BY (Print)

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

STANDARD FORM 1449 (REV. 11/2021) BACK

15A00024R00000070 Page 3 of 73

Table of Contents

Section Description Page Number

Solicitation/Contract Form 1 Commodity or Services Schedule

Section C Descriptions and Specifications 2 Contract Clauses

52.212-4 Contract Terms and Conditions-Commercial Products and Commercial Services (Nov 2023) 52.203-7 Anti-Kickback Procedures (Jun 2020) 52.203-17 Contractor Employee Whistleblower Rights (Nov 2023) 52.204-2 Security Requirements (Mar 2021) 52.204-9 Personal Identity Verification of Contractor Personnel (Jan 2011) 52.204-25 Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment (Nov 2021)

ATF-01 ACCESSIBILITY OF ELECTRONIC AND INFORMATION TECHNOLOGY (SECTION

508) (July 2019, Updated January 2021) ATF-04 Personnel Security Requirements (FEB 2024) ATF-14 ELECTRONIC INVOICING (Revised October 27, 2008) ATF-17 NOTICE TO THE GOVERNMENT OF DELAYS (Revised July 19, 2007)

ATF-18 REQUIREMENTS FOR ACCESS TO LAW-ENFORCEMENT, SENSITIVE

INFORMATION

ATF-19 AUTHORITY TO OBLIGATE THE GOVERNMENT (Revised July 19, 2007) ATF-20 GOVERNMENT-FURNISHED PROPERTY AND SERVICES (Revised July 19, 2007) ATF-21 ALL ITEMS TO BECOME THE PROPERTY OF THE GOVERNMENT (Revised July 19, 2007) ATF-22 CONFIDENTIALITY OF INFORMATION AND DISCLOSURE (Revised April 3, 2008) ATF-23 PRIVACY OR SECURITY SAFEGUARDS (August 1, 2007) ATF-24 COMPUTER SECURITY (Revised February 2020) ATF-25 OBSERVANCE OF LEGAL HOLIDAYS / FEDERAL NON-WORK DAYS (Revised June 2021) ATF-27 INFORMATION RESELLERS OR DATA BROKERS (Revised July 24, 2008)

ATF-31 KEY PERSONNEL

ATF-41 DEPARTMENT POLICY ON DOMESTIC VIOLENCE, SEXUAL ASSAULT, AND

STALKING (July 2019)

ATF-50 LIMITATIONS ON SUBCONTRACTING UNDER SMALL BUSINESS SET-ASIDES

(May 24, 2019) ATF-52 INDEMNIFICATION CLAUSE (May 2021) 2852.201-70 Contracting Officer's Representative (COR) (NOV 2020) 52.224-2 Privacy Act (Apr 1984) 52.225-13 Restrictions on Certain Foreign Purchases (Feb 2021) 52.232-39 Unenforceability of Unauthorized Obligations (Jun 2013) 52.233-4 Applicable Law for Breach of Contract Claim (Oct 2004) 52.212-5 Contract Terms and Conditions Required To Implement Statutes or Executive Orders-Commercial Products and Commercial Services (May 2024) 2852.212-4 Contract Terms and Conditions, Commercial Items (FAR Deviation) (NOV 2020) 52.232-25 Prompt Payment (Jan 2017) 52.232-39 Unenforceability of Unauthorized Obligations (Jun 2013) 52.232-40 Providing Accelerated Payments to Small Business Subcontractors (Mar 2023) 52.233-1 Disputes (May 2014) 52.233-1 Alt I Disputes (May 2014) - Alternate I (Dec 1991) 52.204-18 Commercial and Government Entity Code Maintenance (Aug 2020) 52.204-27 Prohibition on a ByteDance Covered Application (Jun 2023) 52.246-26 Reporting Nonconforming Items (Nov 2021) 52.233-3 Protest after Award (Aug 1996)

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52.233-4 Applicable Law for Breach of Contract Claim (Oct 2004) 52.244-6 Subcontracts for Commercial Products and Commercial Services (Feb 2024)...

52.249-1 Termination for Convenience of the Government (Fixed-Price) (Short Form) (Apr 1984) 52.249-8 Default (Fixed-Price Supply and Service) (Apr 1984) 52.253-1 Computer Generated Forms (Jan 1991) 52.203-19 Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements (Jan 2017) 52.204-13 System for Award Management Maintenance (Oct 2018) 52.204-19 Incorporation by Reference of Representations and Certifications (Dec 2014).

52.204-23 Prohibition on Contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab Covered Entities (Dec 2023) 52.210-1 Market Research (Nov 2021) 52.219-6 Notice of Total Small Business Set-Aside (Nov 2020) 52.222-1 Notice to the Government of Labor Disputes (Feb 1997) 52.222-21 Prohibition of Segregated Facilities (Apr 2015) 52.222-26 Equal Opportunity (Sept 2016) 52.222-26 Alt I Equal Opportunity (Sept 2016) - Alternate I (Feb 1999) 52.222-29 Notification of Visa Denial (Apr 2015) 52.227-13 Patent Rights-Ownership by the Government (Dec 2007) 52.209-9 Updates of Publicly Available Information Regarding Responsibility Matters (Oct 2018) 52.209-10 Prohibition on Contracting with Inverted Domestic Corporations (Nov 2015) 52.223-23 Sustainable Products and Services (May 2024) 52.226-8 Encouraging Contractor Policies To Ban Text Messaging While Driving (May 2024) DOJ-02 Contractor Privacy Requirements (JAN 2022) DOJ-03 Personnel Security Requirements For Contractor Employees (Nov 2021) DOJ-08 Continuing Contract Performance During a Pandemic Influenza or other National Emergency (OCT 2007)

3 List of Attachments 4 Solicitation Provisions

52.223-22 Public Disclosure of Greenhouse Gas Emissions and Reduction Goals- Representation (Dec 2016) 52.204-8 Annual Representations and Certifications (May 2024) 52.204-29 Federal Acquisition Supply Chain Security Act Orders-Representation and Disclosures (Dec 2023) 52.209-7 Information Regarding Responsibility Matters (Oct 2018) 52.223-22 Public Disclosure of Greenhouse Gas Emissions and Reduction Goals- Representation (Dec 2016) 52.204-8 Annual Representations and Certifications (May 2024) 52.204-29 Federal Acquisition Supply Chain Security Act Orders-Representation and Disclosures (Dec 2023) 52.209-7 Information Regarding Responsibility Matters (Oct 2018) 52.204-24 Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment (Nov 2021) 52.204-26 Covered Telecommunications Equipment or Services-Representation (Oct 2020) 52.225-25 Prohibition on Contracting with Entities Engaging in Certain Activities or Transactions Relating to Iran--Representation and Certifications (Jun 2020) 52.204-7 System for Award Management (Oct 2018) Section L Instructions, Conditions and Notices to Bidders Section M Evaluation Factors for Award 52.212-3 Offeror Representations and Certifications-Commercial Products and Commercial Services (May 2024)

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Section 1 - Commodity or Services Schedule

SCHEDULE OF SUPPLIES/SERVICES

CONTINUATION SHEET

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 Special Investigator I Labor Category, see SOW Section 3 for Positions experience description and tasks (Not to Exceed estimated 2000 hours per call order, per Ordering Period).

Special Investigator I (see SOW Section 3.4 Position) - Ordering Period Fixed Rate per Hour:

Ordering Period Year 1 - $50.00 Ordering Period Year 2 - $52.50 Ordering Period Year 3 - $55.13 Ordering Period Year 4 - $57.89 Ordering Period Year 5 - $60.78

PSC: R615

10,000 HR $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0002 Special Investigator II Labor Category, see SOW Section 3 for Positions experience description and tasks (Not to Exceed estimated 2000 hours per call order, per Ordering Period).

Special Investigator II (see SOW Section 3.3 Position) - Ordering Period Fixed Rate per Hour:

Ordering Period Year 1 - $56.00 Ordering Period Year 2 - $58.80 Ordering Period Year 3 - $61.74 Ordering Period Year 4 - $64.83 Ordering Period Year 5 - $68.07

PSC: R615

10,000 HR $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0003 Special Investigator III Labor Category, see SOW Section 3 for Positions experience description and tasks (Not to Exceed estimated 2000 hours per call order, per Ordering Period).

Special Investigator III (see SOW Section 3.2 Position) - Ordering Period Fixed Rate per Hour:

Ordering Period Year 1 - $58.00 Ordering Period Year 2 - $60.90 Ordering Period Year 3 - $63.95 Ordering Period Year 4 - $67.14 Ordering Period Year 5 - $70.50

PSC: R615

10,000 HR $________ $_________________

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0004 Special Investigator IV Labor Category, see SOW Section 3 for Positions experience description and tasks (Not to Exceed estimated 2000 hours per call order, per Ordering Period).

Special Investigator IV (see SOW Section 3.1 Position) - Ordering Period Fixed Rate per Hour:

Ordering Period Year 1 - $61.00 Ordering Period Year 2 - $64.05 Ordering Period Year 3 - $67.25 Ordering Period Year 4 - $70.61 Ordering Period Year 5 - $74.14

PSC: R615

10,000 HR $________ $_________________

Section C Descriptions and Specifications

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In-House Investigative Support Services Statement of Work

1.0 Background:

The Bureau of Alcohol, Tobacco, Firearms and Explosives (ATF) is a law enforcement organization within the Department of Justice (DOJ). ATF’s unique responsibilities consist of reducing violent crime, collecting revenue and protecting the public. ATF enforces Federal laws and regulations relating to alcohol, tobacco, firearms, explosives and arson by working directly and in cooperation with other government agencies to:

• Suppress and prevent crime and violence through enforcement, regulation and community outreach;

• Ensure fair and proper revenue collection;

• Provide fair and effective industry regulation;

• Support and assist Federal, state, local and international law enforcement;

• Provide innovative training programs in support of criminal and regulatory enforcement functions;

• Help reduce the criminal use of firearms; and

• Provide for public safety by reducing the criminal misuse of explosives, combating arson and removing safety hazards caused by improper and unsafe storage of explosive materials.

The Office of Professional Responsibility and Security Operations (OPRSO), Personnel Security Division (PSD) is charged with ensuring all persons privileged to be employed by or provide a service to ATF are reliable, trustworthy, of good character and conduct and are of complete and unswerving loyalty to the United States; and to educate personnel in the proper handling and safeguarding of classified national security information and sensitive unclassified information. The PSD maintains personnel security program and associated collateral functions in support of these programs. The PSD is responsible for conducting background investigations on prospective ATF employees and contractors and conducting periodic reinvestigations on current employees and contractors, in accordance with established Executive Orders and other regulatory directives, the Privacy Act of 1974, Office of Personnel Management (OPM) and the Office of the Director of National Intelligence (ODNI) regulations, other relevant regulations from the Office of Management and Budget, DOJ and ATF policies and procedures.

ATF already has an established program that utilizes trained, experienced contractors to conduct background investigations. ATF has determined that the most efficient and cost-effective method of conducting background investigations is to employ the services of contract investigators. PSD has been authorized, pursuant to a Delegation of Authority Memorandum of Understanding (MOU) between ATF and OPM, to utilize the services of contract investigators to conduct background investigations. A contract investigator, who are under contract with ATF, will be known as “Special Investigator(s),” hereinafter referred to as a Contractor. A contractor may also be assigned to assist with other official ATF investigations.

General Agreement Terms:

This Statement of Work (SOW) outlines the services, requirements, security and other expectations of contractors privileged to be awarded a contract to provide personnel security services.

This SOW and the contractor’s responsibilities are subject to changes in Federal law, regulation and policy, which may include, but are not limited to, procedural changes related to the use of government equipment, security procedures and investigative priorities. Modification(s) may be sent to vendors via mail or electronic mail after review and approval of the Contracting Officer (CO) and Contracting Officer’s Representative (COR).

The North American Industry Classification System Code (NAICS) is 561611 – Investigation and Personal Background Check Services.

Basic Ordering Agreement(s) (BOA) will be issued by ATF and services to be conducted will be identified by the PSD.

The BOA does not state or imply that ATF must place any future calls/orders with the contractor. The contractor is a service provider to ATF under mutually agreed upon terms of the agreement. However, the contractor is bound to ATF

15A00024R00000070 Page 7 of 73 security requirements as established by the Bureau and any other requirements imposed by ATF during the term of the agreement.

A contractor may be subpoenaed and/or requested to testify in matters related to the investigative work associated with their agreement. Contractor must make themselves available when requested; however, he/she is not permitted to serve as an expert witness nor consultant against ATF in any criminal, civil, legal or administrative proceeding when it relates to information, he/she obtained during the course of his/her investigative services. In most instances, contractor will not serve as official witnesses in relation to other official ATF investigations (e.g., Internal Affairs investigations). However, contractor may be called upon to provide clarification of information contained in PSD investigative files, answer inquiries related to how information is obtained during background investigations and/or standard operating procedures. In these instances, contractor will not testify as official witnesses and his/her name will not be documented in the other ATF investigative report. However, should a contractor physically be a witness to an activity that directly relates to another official ATF investigation, the contractor may be required to serve as an official witness. If a contractor is contacted by any other office outside of the PSD, he/she must contact the PSD COR immediately. The PSD will conduct research and advise the contractor accordingly. Contractor oversight and performance monitoring will be conducted by an ATF representative to include, but not limited to, the PSD representatives, the COR and/or the CO.

2.0 Scope of Work:

ATF has a need to obtain investigative support services from trained and qualified personnel to complete tasks associated with the personnel security program. ATF intends to award up to 15 Basic Ordering Agreements (BOAs) to conduct security investigations and personal background check services for PSD.

By acceptance of the agreement, each contractor agrees to abide by all standards, policies and procedures set forth in all of PSD’s standard operating procedures and all subsequent Personnel Investigative Notices, Personnel Investigative Policies and/or other correspondence provided by the PSD.

3.0 Positions Description and Tasks:

3.1 Position – Special Investigator IV:

At least 5 years of personnel security experience specializing in scoping, reviewing and adjudicating Federal background investigations; a minimum of 1 year of experience as an investigator with a delegated investigative service provider;

providing guidance and instruction to new hires; and assisting Branch management with implementation and documentation of new policies and procedures.

Tasks. Contractors will primarily be responsible for:

• Apply knowledge of all implemented personnel security policies, procedures, guidelines, and standards.

• Apply knowledge of investigative coverage requirements and serve as a subject matter expert in order to provide guidance to all team members and other Division staff.

• Review other agency personnel security background investigations to ensure proper/adequate investigative coverage when applying reciprocity.

• Identify issues and/or potential conflicts of interest that may have a nexus with the agency mission or position.

• Conduct reviews of ATF agency specific qualifications and/or pre-employment screening requirements.

• Write and/or review reports of investigation (to include field investigator and/or final case closing reports).

• Apply Federal suitability factors and adjudicative guidelines to investigations.

• Review background investigations and adjudicative recommendations.

• Review investigative coverage and prepare investigative instructions.

• Review investigative assignments for quality and completeness.

• Research and interpret Federal, state and/or local laws and regulations.

• Research, draft, implement and maintain policies and procedures.

• Complete special projects and other duties when assigned.

• Prepare and provide written reports, documents and other materials; prepare and present oral presentations.

• Exercise customer service skills when communicating with other internal ATF contractors and employees as well as those outside of the Bureau.

• Attend internal and external meetings.

• Conduct quality control evaluations and bring concerns along with suggestions for corrective actions to branch management.

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• Maintain verbal and written communication with staff members, PSD staff and management to disseminate information and coordinate implementation of policies and procedures

• Fielding inquiries from ATF applicants, employees and non-ATF personnel, including field investigators located throughout the United States.

• Develop/conduct/provide/participate in on-the-job training for staff members particularly anyone who is not meeting timeliness or quality expectations.

• Assist with other official ATF investigations.

• Update the branch chief, lead PSS and senior special investigator of ongoing activities and/or issues that may affect operations or be of significance to management.

• Conduct checks requiring access to Sensitive Compartmented Information Facility (SCIF) and/or checks conducted outside of ATF facilities such as Maryland State Police Checks on an as needed basis.

• Provide support to other branches within PSD as needed to include participating on Tiger Team.

3.2 Position – Special Investigator III:

At least 5 years or more of personnel security experience specializing in scoping, reviewing, adjudicating or administration/management of Federal background investigations.

Tasks. Contractors will primarily be responsible for:

• Apply knowledge of all implemented personnel security policies, procedures, guidelines,

• and standards.

• Scope background investigations with minimal oversight.

• Review other agency personnel security background investigations to ensure proper/adequate investigative coverage when applying reciprocity.

• Identify issues and/or potential conflicts of interest that may have a nexus with the agency mission or position.

• Conduct reviews of ATF agency specific qualifications and/or pre-employment screening requirements.

• Write and/or review reports of investigation (to include field investigator and/or final case closing reports).

• Review scoping coverage and prepare investigative instructions.

• Review investigative assignments for quality and completeness.

• Conducting quality assessments to ensure investigative coverage requirements are met.

• Research and interpret Federal, state and/or local laws and regulations.

• Complete special projects and other duties when assigned.

• Prepare and provide written reports, documents and other materials; prepare and present oral presentations.

• Exercise customer service skills when communicating with other internal ATF contractors and employees as well as those outside of the Bureau.

• Fielding inquiries from ATF applicants, employees and non-ATF personnel, including field investigators located throughout the United States.

• Apply Federal suitability factors and adjudicative guidelines to investigations.

• Review background investigations and make adjudicative recommendations.

• Attend staff meetings and represent the Division at internal and external meetings.

• Assist with other official ATF investigations.

Update the branch chief, lead PSS and senior special investigator of ongoing activities and/or issues that may affect operations or be of significance to management.

3.3 Position – Special Investigator II:

At least 3 years of personnel security experience specializing in scoping, reviewing and adjudicating Federal background investigations.

Tasks. Contractors will primarily be responsible for:

• Apply knowledge of all implemented personnel security policies, procedures, guidelines, and standards.

• Scope background investigations with minimal oversight.

• Review other agency personnel security background investigations to ensure proper/adequate investigative coverage when applying reciprocity.

• Identify issues and/or potential conflicts of interest that may have a nexus with the agency mission or position.

• Conduct reviews of ATF agency specific qualifications and/or pre-employment screening requirements.

• Write and/or review reports of investigation (to include field investigator and/or final case closing reports).

• Review scoping coverage and prepare investigative instructions.

• Review investigative assignments for quality and completeness.

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• Conducting quality assessments to ensure investigative coverage requirements are met.

• Research and interpret Federal, state and/or local laws and regulations.

• Research, draft, implement and maintain policies and procedures.

• Complete special projects and other duties when assigned.

• Prepare and provide written reports, documents and other materials; prepare and present oral presentations.

• Exercise customer service skills when communicating with other internal ATF contractors and employees as well as those outside of the Bureau.

• Fielding inquiries from ATF applicants, employees and non-ATF personnel, including field investigators located throughout the United States.

• Assist in development and participate in on the job training for staff members.

• Apply Federal suitability factors and adjudicative guidelines to investigations.

• Review background investigations and make adjudicative recommendations.

3.4 Position – Special Investigator I:

At least 1 year conducting Federal background investigations, criminal or other official investigations; or at least 3years of personnel security experience specializing in background investigation case initiation processing activities (i.e., initiation and review of Electronic Questionnaires for Investigations Processing reviews, criminal and consumer indices checks, review of government application forms, etc.).

Tasks. Contractors will primarily be responsible for:

• Apply knowledge of all implemented personnel security policies, procedures, guidelines, and standards.

• Scope background investigations with moderate oversight.

• Review other agency personnel security background investigations to ensure proper/adequate investigative coverage when applying reciprocity.

• Identify issues and/or potential conflicts of interest that may have a nexus with the agency mission or position.

• Conduct reviews of ATF agency specific qualifications and/or pre-employment screening requirements.

• Write and/or review reports of investigation (to include field investigator and/or final case closing reports).

• Review scoping coverage and prepare investigative instructions.

• Review investigative assignments for quality and completeness.

• Research and interpret Federal, state and/or local laws and regulations.

• Research, draft, implement and maintain policies and procedures.

• Complete special projects and other duties when assigned.

• Prepare and provide written reports, documents and other materials; prepare and present oral presentations.

• Exercise customer service skills when communicating with other internal ATF contractors and employees as well as those outside of the Bureau.

• Fielding inquiries from ATF applicants, employees and non-ATF personnel, including field investigators located throughout the United States.

• Assist in development and participate in on the job training for staff members.

• Participate in on the job training for staff members.

• Apply Federal suitability factors and adjudicative guidelines to investigations.

• Review background investigations and make adjudicative recommendations.

The contractor will be assigned tasks as deemed necessary to meet the goals and priorities of the Division and agency.

Tasks may be assigned by the branch chiefs, lead PSSs, COR, Division Chief or designee. All tasks will have the COR concurrence prior to starting work.

4.0 Contractor Qualifications:

Contractor(s) must meet minimum PSD program requirements and Federal requirements as outlined in the MOU between ATF and OPM (to be provided once the selection has been made).

Contractor(s) is required to have experience of either a college degree (bachelors) or 4 years of general experience, 4 years of specialized experience within the last 5 years or 1 year of specialized Federal background investigative experience.

• General experience is defined as progressively responsible experience that demonstrates the ability to problem solve, analyze problems to identify significant factors, gather pertinent data and recognize solutions, plan and organize work and communicate effectively orally and in writing on a professional level.

15A00024R00000070 Page 10 of 73

• Specialized experience other than Federal background investigative experience includes other investigative experience (i.e., criminal investigations).

Contractor(s) must possess sufficient investigative abilities to perform the orders assigned to them by the PSD.

Contractors must be computer literate and efficient in software programs that support email, word processing, and data entry, which are utilized in the administration of the personnel security and information security programs.

Contractor(s) must carry themselves in a manner that reflects positively on ATF. To that end, contractors must present themselves in a professional manner, be neatly groomed and appropriately attired. Contractor(s) must be polite and professional in both conduct and appearance. Contractor(s) must promote a positive workplace environment.

Contractor(s) must exhibit professional qualities during all periods of performance and absolute integrity is required and expected.

4.1 Background Investigation:

Contractor must undergo and receive a favorably adjudicated Tier 5 background investigation (BI), or future superseding guidance, to determine his/her suitability to access ATF information, information technology systems (IT) and/or unescorted access to facilities and receive a Top Secret (TS) clearance; some contractor may require access to Sensitive Compartmented Information.

The BI will be conducted by or under the auspices of the PSD and be performed under such standards as the PSD may establish. If a contractor has a current Tier 5 BI with another agency, the PSD will follow reciprocity procedures for security; however, a review to determine the contractor’s compliance with all ATF agency specific requirements will be conducted prior to authorizing access to ATF information, IT systems, and/or unescorted access to facilities.

Failure to complete the required personnel security forms; adhere to ATF’s conduct and integrity guidelines and/or be in compliance with the DOJ and ATF agency specific qualifications may result in immediate disqualification. If the BI cannot be favorably adjudicated and/or a TS clearance be granted, this will constitute grounds for disqualification of the contractor and termination of agreement. Should the contractor be disqualified, he/she will not be granted access to ATF information, IT systems and/or unescorted access to facilities.

The contractor may be authorized access to ATF information, IT systems and/or unescorted access to facilities with an approved TE. If a TE is needed to service high priority vacancies, the PSD will initiate and request TE only after advising and gaining the concurrence of the contractor.

Contractors who meet the BI requirements and are issued a BOA are hereby advised that they will be subject to Continuous Evaluation, 5-year reviews and/or any future or subsequent evaluation as deemed appropriate by OPM and ODNI. Should, at any time, the contractor has suitability or security issues/concerns that cannot be resolved or mitigated they will no longer be granted continued access to ATF information, IT systems, and/or unescorted access to any ATF facility and the BOA will be terminated.

4.2 Mandatory Personnel Security Reporting Requirements:

In accordance with Department of Justice (DOJ) Policy Statement 1700.04, Department Personnel Security Reporting Requirements, and the Department Security Officer’s memorandum dated August 30, 2021, entitled Implementation of Policy Statement 1700.4, Department Personnel Security Reporting Requirements, to include Contractor Personnel, all ATF employees and non-ATF personnel (contractors, task force officers, and volunteers/interns) are required to comply with federally mandated personnel security reporting requirements. The reporting requirements are designed to help safeguard national security or otherwise sensitive information, material, and/or technology.

All ATF employees and non-ATF personnel (contractors, task force officers, and volunteers/interns) must review, agree, and acknowledge in the Justice Talent Management System their responsibilities to report activities included in DOJ Policy Statement 1700.04.

4.3 Information Technology Access and Mandatory Training:

Contractors will have access to ATF’s IT system and are required to successfully complete a series of mandatory online training courses; some may require an annual recertification.

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Upon award of the contract, contractors must complete the “Non-Disclosure for Access to Unclassified Sensitive Information” through the Bureau and/or Department approved training system. Contractors must complete “Information Security Awareness with Acknowledgment of the Rules of Behavior” and “Introduction to National Security Information” on an annual basis. Contractors must complete one time training courses entitled “Emergency Preparedness, IS-700: FEMA

– National Incident Management System” and “IS-100.LE – ICS 100 for Law Enforcement Personnel.” Additional training requirements and/or mandatory compliance forms may be identified at any time and must be completed as assigned

A contractor must be willing to attend periodic training conferences at selected locations within the United States.

Conference(s) are usually limited to one per year.

4.4 Protection of Sensitive Unclassified Information:

All information obtained during the course of an investigation, even though it may be considered sensitive unclassified information, must be protected and only divulged on a need-to-know basis and must not be disseminated to any parties outside of PSD without prior approval and written consent. All work must be completed utilizing the ATF issued laptop and at no time may a contractor forward information from his/her ATF laptop to their personal email and information may not be transmitted from an outside source (e.g., copy machine) to his/her personal accounts. Sensitive information must not be transmitted via unsecured email or Internet or disclosed to unauthorized parties. A contractor must never furnish or divulge sensitive information contained in an investigation. Each contractor must make every reasonable effort to protect data associated with a background investigation and/or a personnel security record. All data, notes, copies of testimonies, copies of Reports of Investigations, etc., are the sole property of ATF and must be safeguarded against unlawful disclosure.

All orders and associated tasks must be conducted and completed by the contractor directly and not re-assigned by the contractor to any other individual contractors, employees or sub-contractors. The contractor must make every effort to safeguard information at all times.

The contractor must read, acknowledge and adhere to the terms and conditions set forth in the “Non-Disclosure Agreement for Access to Unclassified Sensitive Information.”

4.5 ATF Property, Equipment and Facilities:

ATF agrees to furnish all equipment and facilities necessary for contractors to perform the duties expected of them. Any identification media, ATF provided software and all other Government property must be surrendered when requested by the PSD. All property assigned to contractor is considered accountable property for the PSD and must only be returned, replaced or transferred when coordinated with the PSD to ensure accurate property accountability. A contractor will be required to respond and provide all property information (i.e., serial number, ATF assigned PINs, etc.) when requested by the PSD to ensure compliance for the annual mandated ATF inventory.

4.6 Credentials:

In accordance with the MOU between OPM and ATF (delegating the authority to utilize contractors), a contractor tasked with performing duties associated with the Federal personnel security program will be issued official ATF credentials.

Credentials should never be used for purposes other than conducting official investigations on behalf of ATF and must never be used for personal gain. Credentials must be safeguarded at all times, should never be out of a contractor’s possession and should never be photocopied. Lost or stolen credentials should be reported to the ATF and the PSD immediately, as well as the local police department.

4.7 Personal Identity Verification Card:

In accordance with Homeland Security Presidential Directive-12 (HSPD-12), each contractor will be issued a Personnel Identity Verification (PIV) card. The PIV card will be used as official DOJ identification media and in compliance with HSPD-12 logical systems access, utilized for access to an assigned ATF laptop. PIV cards require a re-certification every 3 years and a full update (new card) every 5 years.

5.0 Contractor Certification:

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Each contractor must sign a Contractor Certification which declares that all reports prepared by the contractor and any supplemental material, whether submitted in hard copy or electronic format represents actual reported investigative work that was performed and conducted in compliance with requirements of the contract (to be provided once the selection has been made).

System for Award Management Registration:

All Federal contractors must be registered in the System for Award Management (SAM) which is utilized for a variety of contractual actions to include receiving reimbursement for services.

Visit www.sam.gov for instructions on how to complete registration in SAM. Registration in www.sam.gov must be completed prior to award of a BOA.

The contractor is responsible for making changes to his/her own information. Any changes to the contractor’s name, address, telephone number, company name or financial institution information must be made by the contractor in the SAM. If a registration is not current or active, ATF will be unable to assign call orders to a contractor or process payments for reimbursement of services. Proper and prompt updates and an active SAM registration are extremely important.

6.0 Place of Performance and Hours of Duty:

The place of performance will be ATF headquarters located at 99 New York Avenue, NE, Washington, DC 20002.

At the discretion of the COR, the contractor may be granted authorization to perform work at an alternate location (telework/remote). Authorization will be based on the needs of ATF (e.g., alternate location will better facilitate accomplishment of the work, Government closure due to inclement weather or emergencies, etc.). Request(s) to perform work at an alternate location must be received in advance and approved by the COR and a telework agreement must be executed.

Government closures: If the Federal Government is closed due to an emergency, inclement weather, executive order holidays, etc.), a contractor shall not report to their official duty location. However, a contractor with a telework agreement is permitted to work from an alternate location but must advise the COR and/or designee of their status. A contractor that does not have a telework agreement or otherwise does not work during these situations, will not be compensated.

For all official Federal Government holidays, BOA holders are not permitted to work and are not eligible for holiday pay. Currently, the Federal Holidays are as follows: New Year’s Day, Martin Luther King’s Birthday, President’s Day, Memorial Day, Juneteenth National Independence Day, Independence Day, Labor Day, Columbus Day, Veterans’ Day, Thanksgiving Day, Christmas Day.

Personnel must be available to begin their workday between the hours of 5:00 am and 9:00 am Eastern Time, Monday through Friday, excluding authorized Federal holidays. Total hours are not to exceed 40 hours per week unless overtime is authorized in advance by the COR.

The contractor is responsible for ensuring adequate coverage is provided to ensure all tasks are accomplished to meet PSD’s mission. The contractor must consider PSD workload and priorities, servicing customers and field investigators throughout the nation. Failure to meet necessary availability may result in termination of the contract.

Overtime, if required, must be authorized in advance, in writing, by the COR, Branch Chief or designee. Funding must be obligated by the CO prior to approval of overtime hours.

7.0 Period of Performance:

The period of performance is five (5) years from the time of BOA award and includes five (1) one-year ordering periods.

8.0 Travel:

Contractor will not be compensated for parking fees and travel to and from their designated work location (99 New York Avenue, NE, Washington, DC, 20002). Only local travel is anticipated to complete these tasks. Travel expenses must only be invoiced at the Federal Government set mileage rate.

All travel will be compensated in accordance with the Federal Travel Regulations (FTR). All work-related travel will be reimbursable based on actual allowable direct cost, in accordance with FAR 31.205-46 Travel Costs, and/or at the rate

15A00024R00000070 Page 13 of 73 specified for the location and timeframe identified on http://www.gsa.gov. All contractor personnel may be required to travel on commercial and/or Govrnment provided transportation at Government cost. The COR or CO must authorize all travel prior to each trip via email. All contractors are required, when applicable, to utilize the Exemption Certificate from Tax on Occupancy of Hotel, Motel, and Tourist Home Rooms Forms.

To be reimbursable, the travel expenses must be (i) other than local commuting travel expenses within the Washington, DC metropolitan area, (ii) allowable under the FTR and the provisions of this contract, (iii) approved prior to travel expenditure by the CO or COR, and (iv) allocable and necessary for performance of this contract. No profit or fee can be applied to travel.

Travel reimbursement requests must be submitted in sufficient time for the CO and/or COR to give prior approval and must identify (i) the name of the traveler, (ii) destination (s) including itinerary, (iii) purpose of the travel, and (iv) cost breakdown.

To be reimbursed, invoices, including travel expenses must provide a detailed breakdown of the actual expenditures invoiced. Contractor must maintain the original or legible copy of receipts for all travel expenses invoiced. ATF reserves the right to request evidence of any travel expense paid.

9.0 Type of Contract:

The resulting of this contract will be Basic Ordering Agreement (BOA) firm fixed price level of effort based on the pricing schedule listed below:

Support Services Labor Category

Ordering Period Rate Per Hour

Year 1 Year 2 Year 3 Year 4 Year 5

Special Investigator I

$50.00 $52.50 $55.13 $57.89 $60.78

Special Investigator II

$56.00 $58.80 $61.74 $64.83 $68.07

Special Investigator III

$58.00 $60.90 $63.95 $67.14 $70.50

Special Investigator IV

$61.00 $64.05 $67.25 $70.61 $74.14

This BOA does not obligate any funds. The Government is obligated only to the extent of authorized at call order(s) issued under the BOA.

10.0 Inspection and Acceptance:

Inspection/Acceptance. Services delivered under this contract will be inspected and accepted by the COR. The Contractor must only tender for acceptance those items that conform to the requirements of this contract. The Government reserves the right to inspect or test any services that have been tendered for acceptance in accordance with the appropriate inspection and acceptance clause.

The basis for acceptance must be compliance with the tasks/requirements/objectives/constraints set forth in the contract, and other terms and conditions of the agreement/contract. Deliverable items rejected must be corrected in accordance with the applicable clauses.

Acceptance Criteria. The COR will review all draft and final deliverables to ensure accuracy, functionality, completeness, professional quality, and overall compliance within the guidelines/requirements of the delivery order. The contractor must ensure the accuracy and completeness of all deliverables. Errors, misleading or unclear statements, incomplete or irrelevant information, and or excessive rhetoric, repetition, and “padding”, will be considered deficiencies and will be subject to correction by the contractor, at no additional cost to the Government. The contractor must make any noted

15A00024R00000070 Page 14 of 73 corrections/revisions, within 5 business days, after government review and comment on deliverables. If the deliverable does not meet the noted criteria, the Government will return it.

Rejection Procedures. If the COR rejects any deliverable, that rejected document will be handled in the following manner:

After notification that the deliverable did not meet the acceptance criteria, the Contractor must resubmit an updated/ corrected version within five (5) business days after receipt of Government comments.

Upon re-submission by the Contractor, the Government will reapply the same acceptance criteria. If the deliverable does not meet the acceptance criteria a second time, the Government might consider the Contractor as having deficient performance with respect to the subject task/subtask.

Any rework of rejected deliverables will be completed at no additional cost to the government. No monthly payment will be approved for rejected deliverables, until they are corrected and accepted by the Government.

11.0 Payment Procedures:

ATF requires contractor to invoice electronically on a bi-monthly basis. Invoices must be identified by CLIN. Invoicing electronically saves time, money, and physical storage space for both the Government and the contractor. Each invoice must be a proper invoice in accordance with FAR 32.905(e). Electronic invoices should be submitted to the ATF COR for review and acceptance. The COR will submit the invoice to the ATF Finance Branch (finance.branch@atf.gov) for payment processing. Electronic invoice(s) will serve as the official original copy. Any questions may be directed to the ATF Finance Office at (202) 648-7860.

If it is determined that the amount billed is incorrect, the invoice may be revised by the Government, or the Contractor may be required to submit a revised invoice.

To constitute a proper invoice, each invoice must include the following information and/or documentation:

Name, address and telephone of the Contractor;

Date of invoice and invoice number;

Contract number; also modification number, if applicable; and task order number and its modification, if applicable;

Description of the supplies/services rendered (including hours incurred and billing rate, if applicable);

A schedule depicting the following information:

• Amount Invoiced by Task

• Authorized Amount by Task

• Remaining This Period by Task

• Cumulative Amount Invoiced by Task

• Value of Contract Balance by Task

Name of Contracting Officer’s Representative (COR);

Travel and ODCs

Signature of authorized representative of the firm with the following invoice certification:

“The undersigned hereby certifies to the best of my knowledge and belief that the sum claimed under this contract is proper and due, and all the costs of contract performance have been paid, or to the extent allowed under the applicable payment clause, shall be paid by the Contractor when due in the ordinary course of business; the work reflected by these costs has been performed, and amounts involved are consistent with the requirements of this contract.”

BY:

TITLE:

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DATE:

Agreement/Contract Funding Status. The contractor should immediately notify the CO (with a copy to the COR), in writing, when billing has reached 85 percent of the contract’s amount(s) or whenever remaining funds are not sufficient to cover anticipated performance through to the contract’s expiration date; whichever is sooner. The contractor is cautioned that performance of work above the contract’s ceiling is at the contractor’s risk.

All payments will be made via electronic funds transfer. All claims for payment or reimbursement are subject to audit and adjustment.

In compliance with ATF’s specific invoicing procedures, contractors must submit an invoice for services provided. All claims for payment and/or reimbursement are subject to audit and adjustment.

A contractor will be paid at the rate of:

Support Services Labor Category

Ordering Period Rate Per Hour

Year 1 Year 2 Year 3 Year 4 Year 5

Special Investigator I

$50.00 $52.50 $55.13 $57.89 $60.78

Special Investigator II

$56.00 $58.80 $61.74 $64.83 $68.07

Special Investigator III

$58.00 $60.90 $63.95 $67.14 $70.50

Special Investigator IV

$61.00 $64.05 $67.25 $70.61 $74.14

The above rates are reimbursable up to and including 40 hours per week. A contractor may not exceed more than 2000 standard hours per agreement…