A_-_SAQMMA16Q0152_(FINAL).pdf

SOLICITATION, OFFER, AND AWARD

1. THIS CONTRACT IS A RATED ORDER UNDER DPAS (15 CFR

700)

RATING

2. CONTRACT NUMBER 3. SOLICITATION NUMBER

SAQMMA16Q0152 SEALED BID (IFB)

X NEGOTIATED (RFP)

4. TYPE OF SOLICITATION 5. DATE ISSUED

04/05/2017

6. REQUISITION/PURCHASE NUMBER

CODE: LMAQM

OFFICE OF ACQUISITION MANAGEMENT (A/LM/AQM)

PO BOX 9115, ROSSLYN STATION

US DEPARTMENT OF STATE

ARLINGTON, VA 22219

7. ISSUED BY 8. ADDRESS OFFER TO (If other than Item 7)

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

SOLICITATION

CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

9. Sealed offers in original and ____ copies for furnishing the supplies or services in the Schedule will be received at the place specified in item 8, or if handcarried, in the depository located in ____ until

__17:00:00__ local time __06/07/2017 __

10. FOR

INFORMATION

E-MAIL:

A. NAME

Mikel Alderman

B. TELEPHONE (NO COLLECT

CALLS)

C. E-MAIL ADDRESS

11. TABLE OF CONTENTS (See Table of Contents on page 2)

(X) SEC. DESCRIPTION PAGE(S) (X) SEC. DESCRIPTION PAGE(S)

PART I - SCHEDULE PART II - CONTRACT CLAUSES

X A SOLICITATION/CONTRACT FORM I CONTRACT CLAUSES CONTRACT

X B SUPPLIES OR SERVICES AND PRICES/COSTS PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

X C DESCRIPTION/SPECS./WORK STATEMENT X J LIST OF ATTACHMENTS

X D PACKAGING AND MARKING PART IV - REPRESENTATIONS AND INSTRUCTIONS

X E INSPECTION AND ACCEPTANCE X K REPRESENTATIONS CERTIFICATIONS AND OTHER

STATEMENTS OF OFFERORSX F DELIVERIES OR PERFORMANCE

X L INSTRS., CONDS., AND NOTICES TO OFFERORSX G CONTRACT ADMINISTRATION DATA

M EVALUATION FACTORS FOR AWARDX H SPECIAL CONTRACT REQUIREMENTS

OFFER (Must be fully completed by offeror)

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

In compliance with the above, the undersigned agrees, if this offer is accepted within __________ calendar days (60 calendar days unless a different period is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

12.

13. DISCOUNT FOR PROMPT PAYMENT (See Section I, Clause No.

52.232-8)

10 CALENDAR DAYS(%)

0.00 %

20 CALENDAR DAYS(%)

0.00 %

30 CALENDAR DAYS(%)

0.00 %

0 CALENDER DAYS(%)

0.00 %

14. ACKNOWLEDGEMENT OF AMENDMENTS (The offeror acknowledges receipt of amendments to the SOLICITATION for offerors and related documents numbered and dated):

AMENDMENT NO. DATE AMENDMENT NO. DATE

15A. NAME AND

ADDRESS OF

OFFEROR

CONTACT: DUNS: 16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER (Type or Print)

15B. TELEPHONE NUMBER

15C. CHECK IF REMITTANCE ADDRESS IS DIFFERENT FROM

ABOVE - ENTER SUCH ADDRESS IN SCHEDULE.

17. SIGNATURE 18. OFFER DATE

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

10 U.S.C. 2304(c) ( ) 41 U.S.C. 253(c) ( )

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION: 23. SUBMIT INVOICES TO ADDRESS SHOWN IN (4 copies unless otherwise specified)

ITEM

CODE:24. ADMINISTERED BY (if other than Item 7) CODE: RMGFO

GLOBAL FINANCIAL SERVICES CENTER, CHARLESTON, SOUTH CAROLINA

PO BOX 150008; Fax To: 1-866-483-3436

ATTN: OFFICE OF CLAIMS

CHARLESTON, SC 29415-5008

25. PAYMENT WILL BE MADE BY

26. NAME OF CONTRACTING OFFICER (Type or print)

Mikel Alderman

(Signature of Contracting Officer)

27. UNITED STATES OF AMERICA 28. DATE

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (REV. 9-97)

Prescribed by GSA - FAR (48 CFR) 53.214(c)

SAQMMA16Q0152

Table of Contents

Section Description Page Number

B Supplies or Services and Prices/Costs

B.1 GENERAL

B.2 TYPE OF CONTRACT

B.3 MINIMUM AND MAXIMUM QUANTITIES

B.4 FIXED FULLY-LOADED HOURLY LABOR RATES

B.5 PROVISIONAL BILLING INDIRECT COST RATES

B.6 CEILING INDIRECT COST RATES

B.7 TRAVEL

B.8 OVERTIME

B.9 NOT-TO-EXCEED (NTE) PROFIT PERCENTAGES

B.10 NOT-TO-EXCEED (NTE) FEE PERCENTAGES

B.11 FIXED FEE

B.12 SELECTED COST/PRICE-RELATED LAWS

B.13 ADVANCE UNDERSTANDING

C Descriptions/Specifications/Statement of Work

C.1 PURPOSE AND OBJECTIVES

C.2 BACKGROUND

C.3 SCOPE OF SERVICES

C.4 SPECIFIC TASKS

C.4.1 TASK 1: TASK ORDER MANAGEMENT

C.4.2 TASK 2: CONSULAR SYSTEMS CAPABILITY PROJECTS

C.4.3 TASK 3: IT OPERATIONS AND MAINTENANCE (O&M)

C.4.4 TASK 4: INTEGRATION SERVICES

D Packaging and Marking

D.1 SPECIAL FORMAT REQUIREMENTS

D.2 DATA PACKAGING REQUIREMENTS

D.3 MARKING OF REPORTS

D.4 PACKING OF SUPPLIES FOR DOMESTIC SHIPMENT

D.5 SOFTWARE AND MAGNETIC MEDIA MARKING

E Inspection and Acceptance

E.1 INSPECTION & ACCEPTANCE CRITERIA

E.2 STATUS & PERFORMANCE METRICS

E.3 CONSISTENCY OF APPROACH

F Deliveries or Performance 52.211-16 Variation In Quantity (Apr 1984)

F.1 MONTHLY & WEEKLY PROGRESS REPORTS

F.2 PLACE OF PERFORMANCE

F.3 PERIOD OF PERFORMANCE

F.4 DELIVERABLES

G Contract Administration Data

G.1 DESIGNATION OF ADMINSTRATIVE CONTRACTING OFFICE

G.2 CONTRACTING OFFICER (CO)

G.3 CONTRACTING OFFICERS REPRESENTATIVE DOSAR 652.242-70 (AUG 1999)

G.4 ORDERING PROCEDURES

G.5 TASK ORDER PROPOSAL REQUEST AND PROPOSAL SUBMISSION PROCEDURES

G.6 TASK ORDER AWARD

G.7 COMMENCEMENT OF TASK ORDER PERFORMANCE

G.8 ORDER OF PRECEDENCE

G.9 GENERAL INVOICING INSTRUCTIONS

G.10 PAYMENT FOR AUTHORIZED WORK

G.11 NON-PAYMENT FOR UNAUTHORIZED WORK

G.12 FINAL INVOICE

G.13 QUICK-CLOSEOUT PROCEDURES

H Special Contract Requirements 52.234-4 Earned Value Management System (Nov 2016)

H.1 PLANNING CONSTRAINTS

H.2 SECURITY REQUIREMENTS

H.3 SKILL REQUIREMENTS

H.4 KEY PERSONNEL

H.5 NON-DISCLOSURE

H.6 GOVERNMENT FURNISHED EQUIPMENT

H.8 STANDARDS

H.9 NON-PAYMENT FOR UNAUTHORIZED WORK

H.10 ORGANIZATIONAL CONFLICT OF INTEREST

H.11 TECHNICAL DIRECTION

H.12 ASSOCIATE CONTRACTOR AGREEMENT

H.13 EARNED-VALUE MANAGEMENT SYSTEM (EVMS) GUIDELINES

H.14 CONTRACTOR PROCESS MATURITY AND IMPROVEMENT

H.15 SMOKE-FREE WORKPLACE NOTICE

H.16 COOPERATION WITH OTHER ON-SITE CONTRACTORS

I Contract Clauses 52.217-8 Option to Extend Services (Nov 1999) 52.217-9 Option to Extend the Term of the Contract (Mar 2000) 52.237-3 Continuity Of Services (Jan 1991)

652.237-72 OBSERVANCE OF LEGAL HOLIDAYS AND ADMINISTRATIVE LEAVE (FEB

2015)

652.239-71 SECURITY REQUIREMENTS FOR UNCLASSIFIED INFORMATION TECHNOLOGY

RESOURCES (SEP 2007)

52.203-5 Covenant Against Contingent Fees (May 2014) 52.203-6 Restrictions On Subcontractor Sales To The Government (Sept 2006) 52.203-7 Anti-Kickback Procedures (May 2014) 52.203-8 Cancellation, Rescission, and Recovery of Funds for Illegal or Improper Activity (May 2014) 52.203-10 Price or Fee Adjustment for Illegal or Improper Activity (May 2014) 52.203-12 Limitation On Payments To Influence Certain Federal Transactions (Oct 2010) 52.203-13 Contractor Code of Business Ethics and Conduct (Oct 2015) 52.203-14 Display of Hotline Poster(s) (Oct 2015) 52.204-2 Security Requirements (Aug 1996) 52.204-4 Printed or Copied Double-Sided on Postconsumer Fiber Content Paper (May 2011) 52.204-9 Personal Identity Verification of Contractor Personnel (Jan 2011) 52.204-10 Reporting Executive Compensation and First-Tier Subcontract Awards (Oct 2016) 52.207-3 Right of First Refusal of Employment (May 2006) 52.209-6 Protecting the Government's Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment (Oct 2015) 52.215-2 Audit and Records - Negotiation (Oct 2010) 52.215-8 Order of Precedence - Uniform Contract Format (Oct 1997) 52.215-11 Price Reduction for Defective Certified Cost or Pricing Data - Modifications (Aug 2011) .61 52.215-12 Subcontractor Certified Cost or Pricing Data (Oct 2010) 52.215-13 Subcontractor Certified Cost or Pricing Data - Modifications (Oct 2010) 52.215-14 Integrity of Unit Prices (Oct 2010) 52.215-19 Notification of Ownership Changes (Oct 1997) 52.215-21 Requirements for Certified Cost or Pricing Data and Data Other Than Certified Cost or Pricing Data - Modifications (Oct 2010) 52.216-7 Allowable Cost and Payment (Jun 2013) 52.216-22 Indefinite Quantity (Oct 1995) 52.209-9 Updates of Publicly Available Information Regarding Responsibility Matters (Jul 2013) 52.209-9 Alt I Updates of Publicly Available Information Regarding Responsibility Matters (Feb 2012)

- Alternate I (Jan 2011) 52.202-1 Definitions (Nov 2013) 52.232-7 Payments under Time-and-Materials and Labor Hour Contracts (Aug 2012) 52.222-43 Fair Labor Standards Act and Service Contract Labor Standards - Price Adjustment (Multiple Year and Option Contracts) (May 2014) 52.222-44 Fair Labor Standards Act and Service Contract Labor Standards - Price Adjustment (May 2014) 52.203-17 Contractor Employee Whistleblower Rights and Requirement To Inform Employees of Whistleblower Rights (Apr 2014) 52.203-3 Gratuities (Apr 1984) 52.203-16 Preventing Personal Conflicts of Interest (Dec 2011) 52.204-12 Unique Entity Identifier Maintenance (Oct 2016) 52.204-13 System for Award Management Maintenance (Oct 2016)

52.204-14 Service Contract Reporting Requirements (Oct 2016) 52.204-15 Service Contract Reporting Requirements for Indefinite-Delivery Contracts (Oct 2016) 52.204-21 Basic Safeguarding of Covered Contractor Information Systems (June 2016) 52.211-11 Liquidated Damages - Supplies, Services, or Research and Development (Sept 2000) 52.216-8 Fixed Fee (Jun 2011) 52.217-2 Cancellation Under Multiyear Contracts (Oct 1997) 52.219-8 Utilization of Small Business Concerns (Nov 2016) 52.219-9 Small Business Subcontracting Plan (Jan 2017) 52.222-1 Notice to the Government of Labor Disputes (Feb 1997) 52.222-2 Payment for Overtime Premiums (July 1990) 52.222-41 Service Contract Labor Standards (May 2014) 52.223-6 Drug Free Workplace (May 2001) 52.232-17 Interest (May 2014) 52.232-18 Availability Of Funds (Apr 1984) 52.232-22 Limitation Of Funds (Apr 1984) 52.232-23 Assignment of Claims (May 2014) 52.232-25 Prompt Payment (Jan 2017) 52.232-39 Unenforceability of Unauthorized Obligations (Jun 2013) 52.233-1 Disputes (May 2014) 52.233-3 Protest after Award (Aug 1996) 52.233-4 Applicable Law for Breach of Contract Claim (Oct 2004) 52.237-2 Protection Of Government Buildings, Equipment, And Vegetation (Apr 1984) 52.239-1 Privacy or Security Safeguards (Aug 1996) 52.242-1 Notice of Intent to Disallow Costs (Apr 1984) 52.242-3 Penalties for Unallowable Costs (May 2014) 52.242-13 Bankruptcy (July 1995) 52.243-1 Changes - Fixed-Price (Aug 1987) 52.243-2 Changes - Cost-Reimbursement (Aug 1987) 52.243-3 Changes - Time-and-Material or Labor-Hours (Sept 2000) 52.244-2 Subcontracts (Oct 2010) 52.244-6 Subcontracts for Commercial Items (Jan 2017) 52.245-1 Government Property (Jan 2017) 52.245-9 Use and Charges (Apr 2012) 52.232-1 Payments (Apr 1984) 52.249-1 Termination for Convenience of the Government (Fixed-Price) (Short Form) (Apr 1984) 52.249-2 Termination for Convenience of the Government (Fixed-Price) (Apr 2012) 52.249-6 Termination (Cost Reimbursement) (May 2004) 52.249-8 Default (Fixed-Price Supply and Service) (Apr 1984) 52.249-12 Termination (Personal Services) (Apr 1984)

I.1 FAR 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

52.232-33 Payment by Electronic Funds Transfer - System for Award Management (Jul 2013)

J List of Attachments

J.1 LIST OF EXHIBITS

K Representations, Certifications, and Other Statements of Offerors or Respondents 52.204-5 Women-Owned Business (Other Than Small Business) (Oct 2014) 52.204-17 Ownership or Control of Offeror (Jul 2016) 52.204-19 Incorporation by Reference of Representations and Certifications (Dec 2014) 52.219-1 Small Business Program Representations (Oct 2014) 52.225-25 Prohibition on Contracting with Entities Engaging in Certain Activities or Transactions Relating to Iran--Representation and Certifications (Oct 2015) 52.234-2 Notice of Earned Value Management System-Preaward Integrated Baseline Review (Nov 2016) 52.234-3 Notice of Earned Value Management System-Postaward Integrated Baseline Review (Nov 2016) 52.204-8 Annual Representations and Certifications (Jan 2017) 52.203-2 Certificate Of Independent Price Determination (Apr 1985) 52.203-11 Certification And Disclosure Regarding Payments To Influence Certain Federal Transactions (Sept 2007)

652.225-70 ARAB LEAGUE BOYCOTT OF ISRAEL (AUG 1999)

52.209-7 Information Regarding Responsibility Matters (Jul 2013) 52.230-1 Cost Accounting Standards Notices and Certification (Oct 2015) 52.230-7 Proposal Disclosure Cost Accounting Practice Changes (Apr 2005)

52.209-5 Certification Regarding Responsibility Matters (Oct 2015) 52.204-3 Taxpayer Identification (Oct 1998)

L Instructions, Conditions, and Notices to Offerors and Respondents 52.204-16 Commercial and Government Entity Code Reporting (Jul 2016) 52.204-18 Commercial and Government Entity Code Maintenance (Jul 2016) 52.207-2 Notice Of Streamlined Competition (May 2006) 52.214-3 Amendments to Invitations for Bids (Dec 2016) 52.214-4 False Statements in Bids (Apr 1984) 52.214-5 Submission of Bids (Dec 2016) 52.214-6 Explanation to Prospective Bidders (Apr 1984) 52.214-7 Late Submissions, Modifications, and Withdrawals of Bids (Nov 1999) 52.214-15 Period for Acceptance of Bids (Apr 1984)

L.1 OFFEROR QUESTIONS AND/OR CLARIFICATIONS

L.2 COMMUNICATION CONCERNING SOLICITATIONS

L.3 SOLICITATION RESPONSE

L.4 PROPOSAL DUE DATE & DELIVERY

L.5 PROPOSAL VALIDITY PERIOD

L.6 SUBCONTRACTING

L.7 DISCUSSIONS WITH THE OFFEROR

L.8 DISPOSITION OF UNSUCCESSFUL OFFERORS

L.9 DEBRIEFING OF UNSUCCESSFUL OFFERORS

L.10 INCOMPLETE INFORMATION

L.11 PROPOSAL PREPARATION INSTRUCTIONS AND FORMATTING

L.11.1 VOLUME I: TECHNICAL PROPOSAL

L.11.2 VOLUME II: PRICE PROPOSAL

L.11.3 VOLUME III: BUSINESS PROPOSAL

M Evaluation Factors for Award

M.1 NUMBER OF AWARDS

M.2 BASIS FOR AWARD

M.3 ELIGIBILITY FOR AWARD

M.4 AWARD PROCESS

M.5 SOLICITATION AMENDMENT

M.6 USE OF NON-GOVERNMENT SUPPORT FOR EVALUATION

M.7 EVALUATION CRITERIA

M.7.1 EVALUATION OF FACTORS

52.217-5 Evaluation of Options (July 1990)

001 Base Year 0.00 LT Doc Ref No:

Delivery Date FOB:

1001 Option Year 1 0.00 LT Doc Ref No:

Delivery Date FOB:

2001 Option Year 2 0.00 LT Doc Ref No:

Delivery Date FOB:

3001 Option Year 3 0.00 LT Doc Ref No:

Delivery Date FOB:

4001 Option Year 4 0.00 LT Doc Ref No:

Delivery Date FOB:

5001 Option Year 5 0.00 LT Doc Ref No:

Delivery Date FOB:

6001 Option Year 6 0.00 LT Doc Ref No:

Delivery Date FOB:

7001 Option Year 7 0.00 LT Doc Ref No:

Delivery Date FOB:

8001 Option Year 8 0.00 LT Doc Ref No:

Delivery Date FOB:

9001 Option Year 9 0.00 LT Doc Ref No:

Delivery Date FOB:

B.1 GENERAL

The Contractor shall furnish all personnel, material, services, and facilities to support the ConsularOne initiat-ive, which is intended to modernize and consolidate the operational environment under a common technology framework in order to better support the services provided to CA’s customers, including passport and visa ap-plication; adjudication and issuance; emergency and non-emergency citizen services; crisis; and other consular services.

B.2 TYPE OF CONTRACT

• This is an indefinite-delivery, indefinite-quantity (IDIQ) contract, as defined in Federal Acquisition Regula-tion (FAR) 16.504 (Indefinite-Quantity Contracts).

• This contract is for non-commercial items. Specific tasks or work to be performed will be clearly identified at the task order level.

SAQMMA16Q0152

Line Item Summary

Solicitation Number:

SAQMMA16Q0152

Contract Number: Title: Consular Systems Modernization (CSM)

Date of Solicitation:

04/05/2017

Line Item No. Description Quantity Unit Unit Price Total Cost

• The contract type(s) for an individual task order will be one or a combination identified in FAR part 16 (Types of Contracts), depending on one or more of the factors identified in FAR 16.104 (Factors in Select-ing Contract Types).

• If a task order will be performance-based, as described in FAR subpart 37.6 (Performance-based Acquisi-tion), its requirements will be conveyed and administered at the task order level.

B.3 MINIMUM AND MAXIMUM QUANTITIES

• The Government shall meet the contract minimum of $50,000 (inclusive of all direct costs, indirect costs, and profit/fee) through the issuance of task order(s) within the contract’s period of performance.

• The maximum quantity for the contract’s period of performance, including any extension(s), shall be any quantity or combination of supplies and services not exceeding $850,000,000 (inclusive of all direct costs, indirect costs, and profit/fee).

B.4 FIXED FULLY-LOADED HOURLY LABOR RATES

a) This section applies to labor-hour arrangements (i.e., task orders or line items in a task order), the time por-tion of time-and-materials arrangements, and when negotiating the fixed price under fixed-price arrangements.

b) See Section J, Exhibit H for the negotiated fixed fully-loaded hourly labor rates.

c) The labor category description for each labor category identified above is located in Exhibit G - Labor Cat-egory Descriptions.

d) The negotiated fixed fully-loaded hourly labor rates are in United States currency.

e) The negotiated fixed fully-loaded hourly labor rates apply regardless of whether the individual performing the labor works (either as an employee or consultant) for the prime contractor or a subcontractor.

f) The negotiated fixed fully-loaded hourly labor rates apply only to individuals who have legal status to work in the United States of America (e.g., United States citizens, United States resident aliens, and individuals with permits showing authorization to work in the United States).

g) Each negotiated fixed fully-loaded hourly labor rate consists of an unloaded hourly labor rate, any labor-re-lated direct costs (e.g., any direct fringe benefits, any direct bonuses), applicable indirect costs, and profit amount. It does not include any other costs.

h) Any costs included in the negotiated fixed fully-loaded hourly labor rates shall not be charged elsewhere un-der this contract.

i) The negotiated fixed fully-loaded hourly labor rates will also apply to any equitable adjustment resulting from any change to the task order requirement.

j) The following describes the normal workweek for Contractor and subcontractor employees:

• A normal workweek falls within a consecutive seven-day period.

The negotiated fixed fully-loaded hourly labor rates apply to a normal workweek of 40 hours.

• A normal workweek of 40 hours is based on performance of eight hours per day multiplied by five days per week.

• A normal workweek of 40 hours applies to performance in the continental United States (CONUS).

“CONUS” means the 48 contiguous states, Alaska, Hawaii, and the District of Columbia.

• If the normal workweek for an individual task order differs from a 40-hour normal workweek, both parties will negotiate labor rates based on the normal workweek for the individual task order. Such negotiated rates will apply only to that task order, unless additionally negotiated into the contract.

k) The negotiated fixed fully-loaded hourly labor rates apply only to the labor categories specified in Section J's, Exhibit G. Any additional labor categories will be specified and their associated labor rates will be negoti-ated at the task order level. Additional labor categories and associated labor rates negotiated for an individual task order will apply only to that task order, unless additionally negotiated into the contract.

l) For labor-hour arrangements and the time portion of time-and-materials arrangements, the Government will pay the negotiated fixed fully-loaded hourly labor rates multiplied by the respective actual incurred hours that the Contracting Officer determines allowable, pursuant to FAR 52.232-7(a)(2) (Payments under Time-and-Materials and Labor-Hour Contracts).

m) For labor-hour arrangements and the time portion of time-and-materials arrangements, the Government will pay the negotiated fixed fully-loaded hourly labor rate for only performed labor that meets the labor qualifica-tions specified in the contract and/or individual task order, pursuant to FAR 52.232-7(a)(3) (Payments under Time-and-Materials and Labor-Hour Contracts).

n) For labor-hour arrangements and the time portion of time-and-materials arrangements, the Government will pay the negotiated fixed fully-loaded hourly labor rate minus ____% attributable to profit for those hours the Contractor incurs when replacing or correcting services or materials [reference FAR 52.246-6(f) (Inspection – Time-and-Material and Labor-Hour)].

o) For direct labor costs under arrangements when payment is made based on actual costs incurred (e.g., cost-reimbursement arrangements, materials portion of time-and-materials arrangements, and progress payments based on costs under fixed-price arrangements), the Government will pay the actual incurred unloaded hourly labor rates multiplied by the respective actual incurred hours, subject to the Contracting Officer’s allowability determination, pursuant to FAR 31.201-2 (Determining Allowability).

p) Government payment of indirect costs under cost-reimbursement arrangements, materials portion of time-and-materials arrangements, and progress payments based on costs under fixed-price arrangements is described in Sections B.5 and B.6.

B.5 PROVISIONAL BILLING INDIRECT COST RATES

a) This section applies to cost-reimbursement arrangements (i.e., task orders or line items in a task order), ma-terials portion of time-and-materials arrangements, and any progress payments based on costs under fixed-price arrangements.

b) The following table displays the negotiated provisional billing indirect cost rates:

Indirect Cost Rate Descrip-tion

Negotiated Provisional Billing Indirect Cost Rate Allocation Base

Contractor Fiscal Year Period

c) The Contractor may recover, if consistent with FAR subpart 31.2 and the Contractor’s established (or dis-closed, if contract is Cost Accounting Standards-covered) cost accounting practices, allowable indirect costs.

d) Only the Contractor’s indirect cost rates are identified above.

e) The Contractor shall be reimbursed:

• Only the indirect cost rate descriptions identified in the table unless prior written approval was obtained by the Contractor’s cognizant Federal agency official (CFAO); and

• At the negotiated provisional billing indirect cost rates until revised billing indirect cost rates or final indir-ect cost rates have been established by the Contractor’s CFAO.

f) After any additional (other than just a name change) indirect cost rate description has been approved in writ-ing by the Contractor’s CFAO, negotiation of provisional billing indirect cost rates and ceiling indirect cost rates associated with such description will occur after the CFAO has issued his prior written approval of such description. In such a case, the ceiling indirect cost rates shall not exceed 10% of the respective provisional billing indirect cost rates (e.g. provisional rate of 5.0%, ceiling rate shall not exceed 5.5%.

g) If any revised billing indirect cost rate or final indirect cost rate(s) established by the Contractor’s CFAO ex-ceeds this contract’s respective ceiling indirect cost rate (see Section B.6), the Contractor shall be reimbursed at the contract’s ceiling indirect cost rate.

h) The Contractor shall make no change to its established method of classifying or allocating indirect costs without the prior written approval of the Contractor’s CFAO.

i) The Contractor’s fiscal year period is the period used by the Contractor for cost accounting purposes.

B.6 CEILING INDIRECT COST RATES

a) This section applies to cost-reimbursement arrangements (i.e., task orders or line items in a task order), ma-terials portion of time-and-materials arrangements, and any progress payments based on costs under fixed-price arrangements.

b) The following table displays the negotiated ceiling indirect cost rates:

Indirect Cost Rate Descrip-tion

Negotiated Ceiling Indirect Cost Rate Allocation Base

Contractor Fiscal Year Period

c) The negotiated ceiling indirect cost rates will be compared to the respective established final indirect cost rates, and the Government shall pay the lesser of the negotiated ceiling indirect cost rates and the respective es-tablished final indirect cost rates. See Section B.5(g) for the other usage of the negotiated ceiling indirect cost rates.

d) If the Government uses the quick-closeout procedure provided in FAR 52.216-7 (Allowable Cost and Pay-ment), the Government will not pay indirect cost rates that exceed the respective negotiated ceiling indirect cost rates.

B.7 TRAVEL

a) Travel under this contract is defined as Contractor air and ground transportation, lodging, and meals and in-cidental expenses (M&IE).

b) Except as otherwise provided herein, the Contractor shall be paid its allowable travel costs in accordance with FAR 31.205-46 (Travel Costs).

c) Travel costs are authorized for travel beyond a 50-miles’ radius of the Contractor employee’s local place of performance (official duty station) whenever work is required to be accomplished at a remote work site.

d) Local travel shall be processed as follows: CA/CST does not intend to pay for local travel between the Con-tractor site and Government site. The only allowable travel should be Government-directed travel that wouls ex-ceed a 50-mile radius (i.e. TDY)

e) No travel costs (or associated labor time during travel) shall be allowable for regular commuting or telecom-muting beyond (or within) a 50-miles’ radius of the Contractor’s local place of performance (official duty sta-tion).

f) Costs when using a privately owned vehicle (POV) for official travel are allowable provided that such costs do not exceed costs that would have resulted from use of other reasonable transportation methods (e.g., taxi, air-plane, train). Reasonable associated costs, such as tolls and parking fees, are also generally allowable.

g) When traveling in a POV for official travel, the Contractor shall be paid mileage costs at a rate that does not exceed the POV mileage rate established by the Internal Revenue Service.

h) Costs for car rentals for official travel are allowable pursuant to the following:

• Such rentals are consistent with good business practice;

• Such costs do not exceed costs that would have resulted from use of other reasonable transportation meth-ods (e.g., taxi, airplane, train); and

• Such costs do not exceed the actual cost of renting a compact automobile (maximum of one automobile for four Contractor personnel), unless extenuating circumstances (e.g., excess baggage) require other arrange-ments and Contracting Officer approval is obtained.

Reasonable associated costs, such as tolls and parking fees, are also generally allowable.

i) The Government will pay the Contractor, under the applicable labor category CLIN(s), for each Contractor employee’s travel time to or from authorized work locations as long as the following are met:

• Payment of travel time described herein is in accordance with the Contractor’s established travel policy.

• Travel time begins no earlier than two (2) hours prior to the scheduled departure time and concludes upon arrival to the initial destination point (e.g., airport) at the place of performance.

• The Government will not pay for a Contractor employee’s time spent in layovers that are for the conveni-ence of the Contractor employee or Contractor.

• The Government will not pay more than eight (8) hours per day per Contractor employee for travel time.

• The Government will not pay for a Contractor employee’s travel time that is outside the employee’s regular working hours.

• The Government will not pay for a Contractor employee more than the number of hours in the employee’s normal workweek. “Number of hours” includes productive time hours, travel time hours, and paid time off hours (e.g., sick, vacation, holiday).

• “Productive time hours” consist of hours that, other than travel time hours, directly benefit the contract.

• Exceptions must be authorized in advance and in writing by the Contracting Officer.

j) Costs for travel that has been modified or cancelled are not allowable unless such modification or cancella-tion was caused by the Government or otherwise beyond the control of the Contractor.

B.8 OVERTIME

a) The Contractor agrees to perform this contract, so far as practicable, without using overtime, particularly as a regular employment practice, except when lower overall costs to the Government will result or when it is neces-sary to meet urgent program needs [reference FAR 22.103-2 (Overtime – Policy)].

b) Overtime is defined as time worked in excess of the number of hours in a normal workweek.

c) “Number of hours” includes productive time hours, travel time hours, and paid time off hours (e.g., sick, va-cation, holiday).

d) “Productive time hours” consist of hours that, other than travel time hours, directly benefit the contract.

e) “Travel time hours” consist of hours spent by the employee traveling to or from authorized work locations.

See Section B.7(i) for further information.

f) A normal workweek is defined in Section B.4(j).

g) For fixed-price arrangements (i.e., task orders or line items in a task order), the Government will not pay for overtime.

h) The following applies to cost-reimbursement arrangements and the materials portion of time-and-materials arrangements (task orders or line items in a task order):

1. Government payment for overtime must be authorized in advance of any Contractor employee’s perform-ance of overtime and in writing by the Contracting Officer when the Contractor requests an overtime premium cost that exceeds $0.00. Such request shall be submitted in writing to the Contracting Officer and shall address each item under FAR 52.222-2(b) (Payment for Overtime Premiums).

2. Evidence showing the Contracting Officer’s approval shall be sent with each invoice on which overtime containing a premium cost that exceeds $0.00 is being billed.

3. Advance Government authorization for any Contractor employee’s performance of overtime is not re-quired when the overtime premium cost does not exceed $0.00.

4. Unless advance authorization has been granted pursuant to Section B.8(h)(1), any Government payment for Contractor employee overtime will be made at the actual incurred straight-time hourly labor rate that the Contractor pays the Contractor employee and determined allowable by the Contracting Officer, pursu-ant to FAR 31.201-2 (Determining Allowability).

5. Government payment for overtime must not conflict with any Contractor uncompensated overtime policy or practice. If the Contractor has such a policy or practice, the Government will not compensate the Con-tractor for overtime costs in accordance with such policy or practice.

Each Contractor's employee's performance of overtime must be authorized in advance and in writing by the Contracting Officer's Representative (COR).

i) The following applies to labor-hour arrangements and the time portion of time-and-materials arrangements (task orders or line items in a task order):

• Government payment for overtime will be made at the fixed fully-loaded hourly labor rates negotiated in the contract or task order [if no such rate(s) is in the contract]. However, Government payment of overtime will be made only if the Contractor compensates the Contractor employee for the employee’s overtime per-formance. Contractor payment for each overtime hour shall be, at a minimum, at the regular hourly labor rate that the employee actually receives for normal workweek performance, and, if applicable, at the over-time premium that the employee actually receives for overtime performance.

• Each Contractor employee’s performance of overtime must be authorized in advance and in writing by the Contracting Officer’s Representative (COR).

B.9 NOT-TO-EXCEED (NTE) PROFIT PERCENTAGES

a) In order to avoid the cost-plus-a-percentage-of-cost system of contracting [see FAR 16.102(c)], this section applies only prior to task order performance or prior to any modification performance. Thus, the percentages negotiated herein (or discounts to such percentages) shall be applied only to proposed/estimated costs and never to actual incurred costs.

b) This section applies when profit is an applicable element (e.g., under fixed-price, labor-hour, and time por-tion of time-and-materials arrangements) and when:

• proposing and negotiating new cost elements (e.g., new labor categories and other direct costs) in the con-tract or task order; and/or

• changes (i.e., additions and/or deletions) in negotiated contract or task order pricing occur.

c) Examples of this section’s applicability are when proposing and negotiating:

• fully-loaded hourly labor rates for labor categories not already identified in the contract or task order;

• fixed-price task orders;

• fixed-price line items in a task order; and/or

• equitable adjustments under fixed-price task orders or line items in a task order.

d) The following are the negotiated NTE profit percentage(s):

Base Year:

Option Year 1:

Option Year 2:

Option Year 3:

Option Year 4:

Option Year 5:

Option Year 6:

Option Year 7:

Option Year 8:

Option Year 9:

Six-Month Option to Extend (see FAR 52.217-8):

B.10 NOT-TO-EXCEED (NTE) FEE PERCENTAGES

a) In order to avoid the cost-plus-a-percentage-of-cost system of contracting [see FAR 16.102(c)], this section applies only prior to task order performance or prior to any modification performance. Thus, the percentages negotiated herein (or discounts to such percentages) shall be applied only to proposed/estimated costs and never to actual incurred costs.

b) This section applies when fee is an applicable element and when:

• proposing and negotiating cost elements already identified in the contract (e.g., existing labor categories and other direct costs);

• proposing and negotiating new cost elements (e.g., new labor categories and other direct costs) in a task or-der; and/or

• changes (i.e., additions and/or deletions) in negotiated task order pricing occur.

c) Examples of this section’s applicability are when proposing and negotiating:

• cost-plus-fixed-fee and cost-plus-award-fee task orders;

• cost-plus-fixed-fee and cost-plus-award-fee line items in a task order; and/or

• equitable adjustments under cost-plus-fixed-fee and cost-plus-award-fee task orders or line items in a task order.

Note: For cost-plus-award-fee task orders or line items in a task order, the percentages negotiated herein (or dis-counts to such percentages) shall apply to the proposed award fee, not the base fee.

d) The following are the negotiated NTE fee percentage(s):

Base Year:

Option Year 1:

Option Year 2:

Option Year 3:

Option Year 4:

Option Year 5:

Option Year 6:

Option Year 7:

Option Year 8:

Option Year 9:

Six-Month Option to Extend (see FAR 52.217-8):

B.11 FIXED FEE

a) This section applies to cost-plus-fixed-fee task orders or cost-plus-fixed-fee line items in a task order.

b) If, pursuant to FAR 16.306(a) (Cost-Plus-Fixed-Fee Contracts), changes in the work to be performed under the task order or cost-plus-fixed-fee line item(s) occur [pursuant to FAR 52.243-2 (Changes – Cost- Reimbursement)], the Government and Contractor will adjust the negotiated fixed fee by multiplying the fee percentage in the task order to the sum of the new estimated direct costs and applicable indirect costs.

In such a case, applicable indirect costs will be calculated by multiplying the negotiated applicable provisional billing indirect cost rates (or established revised billing rates or final indirect cost rates, subject to negotiated ceiling indirect cost rates – see Sections B.5 and B.6) by the new estimated costs whose elements are included in the respective allocation bases identified in Sections B.5 and B.6.

c) The negotiated fixed fee for each performance period will be paid in monthly installments by dividing the negotiated fixed fee for the performance period by the number of months in the performance period, minus the applicable withholding of a fixed fee reserve pursuant to FAR 52.216-8(b) (Fixed Fee).

However, full monthly payment is contingent upon the Contractor meeting the acceptable quality levels, meas-urable performance standards, or otherwise minimum task order requirements for the invoice period [reference FAR 16.306(d)(1) (Cost-Plus-Fixed-Fee Contracts)].

d) If the Contractor has not met the acceptable quality levels, measurable performance standards, or otherwise minimum task order requirements for the invoice period, the Contractor will receive a pro-rata share of the monthly amount of the negotiated fixed fee for the month’s requirements to which the Contractor has met the acceptable quality levels, measurable performance standards, or otherwise minimum task order requirements for the invoice period.

e) Any withheld fixed fee resulting from the Contractor not meeting the acceptable quality levels, measurable performance standards, or otherwise minimum task order requirements for the invoice period will be released to the Contractor when the Contractor completes the requirement(s). Commencement of such completion is pre-dicated on the Government requiring the Contractor to perform the services again in conformity with task order requirements. FAR 52.246-5 (Inspection of Services – Cost-Reimbursement) provides additional information.

f) The Contracting Officer is the ultimate Government authority in determining whether the Contractor has met the acceptable quality levels, measurable performance standards, or otherwise minimum task order requirements for the invoice period. Prior to making his determination, the Contracting Officer will consider input from the Contracting Officer’s Representative.

g) “Total fixed fee,” as defined in FAR 52.216-8(b) (Fixed Fee), means “the fixed fee cumulative of all per-formance periods in the task order.”

The task order will identify the total fixed fee, and the Contractor will be responsible for subtracting the appro-priate amount on each invoice. The appropriate amount is the withheld amount (15% of the total fixed fee or $100,000, whichever is less) divided by the number of months in the task order period of performance, includ-ing option periods [reference FAR 52.216-8(b) (Fixed Fee)].

B.12 SELECTED COST/PRICE-RELATED LAWS

This contract is not subject to the Service Contract Labor Standards statute (41 U.S.C. Chapter 67), because the principal purpose of the contract is not to furnish services in the United States through the use of service em-ployees.

The Truthful Cost or Pricing Data statute (41 U.S.C. Chapter 35) did not apply for award of this contract. The Government did not require and rely upon certified cost or pricing data, as described in FAR subpart 15.4, for award of the contract because adequate price competition had been obtained. Instead, where applicable, the Government required and relied upon data other than certified cost or pricing data.

However, the Truthful Cost or Pricing Data statute may apply during contract performance when the Govern-ment contemplates an action for which an exception to the Contractor providing certified cost or pricing data does not apply (e.g., when negotiating a price estimated to exceed the certified cost or pricing data threshold for a new task order, modification of a task order, or modification of the contract based on rate/cost/price informa-tion not previously negotiated in the contract or task order).

Pursuant to FAR 15.403-4(a)(1), the “threshold specified in the contract” for requiring the Contractor to provide certified cost or pricing data, when applicable, during contract performance is the threshold identified in the FAR edition effective at the time of the Government requiring the Contractor to provide certified cost or pricing data.

B.13 ADVANCE UNDERSTANDING

At the task order level, when payment is made based on actual hours or costs incurred (e.g., cost-reimbursement arrangements, time-and-materials arrangements, and progress payments based on costs under fixed-price ar-rangements), the Government will not reimburse costs for cost elements for which there were no estimated costs. Any exceptions must be issued by the Contracting Officer.

Where indirect cost rates are negotiated in the contract, such information will be used in each resulting task or-der according to the Contractor’s fiscal year period.

Where labor rates, profit percentages, and fee percentages are negotiated in the contract, such information will be used accordingly in each resulting task order according to the contract’s period of performance.

For example, if the contract’s base period is August 1, 2017 through July 31, 2018, and a task order’s base peri-od is January 1, 2018 through December 31, 2018, the contract’s base period’s pricing information will be used in the task order from January 1, 2018 through July 31, 2018, and the contract’s option period one pricing in-formation will be used for the remainder of the task order’s base period (from August 1, 2018 through Decem-ber 31, 2018). However, with respect to labor rates, the parties may agree instead to using, for a given task or-der period, the fixed fully-loaded hourly labor rate from either contract period, but such rate shall not exceed both respective contract periods’ fixed fully-loaded hourly labor rates.

If any task order period of performance exceeds the expiration date of the contract, the Government will pay the rates, prices, and percentages negotiated in the task order for the task order period of performance.

Section C- Descriptions/Specifications/Statement of Work

C.1 PURPOSE AND OBJECTIVES

The main objective of the Consular Systems Modernization contract is to provide the services and technology required to support the ConsularOne program, which will significantly shift how consular services will be de-livered globally in the following ways:

• Promoting a self-service approach for customers through a user-friendly web site;

• Facilitating a digital paperless workflow through an online application process;

• Creating a user-friendly interface providing a common look and feel to all functions for customers and users;

• Integrating information needed to make confident, well-informed decisions; and

• Providing the ability to adjust and scale operations reliably, and efficiently.

C.2 BACKGROUND

The mission of the U.S. Department of State (“DOS”, “State”, or “the Department”) is to shape and sustain a peaceful, prosperous, just, and democratic world and foster conditions for stability and progress for the benefit of the American people and people everywhere. The Department’s Bureau of Consular Affairs (CA) is charged with protecting and assisting U.S. citizens abroad, issuing passports to U.S. Citizens, and issuing immigrant and non-immigrant visas to foreign nationals according to the laws of the U.S. Government. To achieve this mis-sion, CA actively pursues business, technology, and management enhancements and improvements.

The Office of Consular Systems and Technology (CST) is tasked with providing CA's mission critical informa-tion technology (IT) resources to support 300+ Consular locations including approximately 230 overseas posts, 29 domestic Passport agencies, 2 domestic Visa processing centers, and an array of information, book/card print, passport centers, DOS annexes, and contractor sites. CST supports approximately 10,000 worldwide cli-ents, in over 300 locations, to include 1,200 CA customers at various locations in the National Capitol Region (NCR) (See Exhibit B, Worldwide Consular Locations).

CA/CST examined the efficiency of the services it provides to its customers and how technology can better sup-port those services. The result of the examination was the recognition of an opportunity to modernize and con-solidate the functionality contained within the existing suite of systems under a new technology framework.

CA established a strategic initiative called ConsularOne to implement the new technology framework and the online services. The ConsularOne initiative is intended to modernize and consolidate the operational environ-ment under a common technology framework to better support the services provided to CA’s customers (United States citizens and non-citizens living domestically and abroad).

As an investment, ConsularOne is intended to meet the following goals:

• Alignment with CA’s desired business processes;

• Consistent, accurate, and real-time information access for CA personnel;

• Lower operational total cost of ownership and complexity as compared to the existing environment;

• Increased flexibility and scalability in meeting new and changing requirements;

• Utilization of a common and intuitive user interface;

• Support of paperless processing to the extent feasible;

• Reduction of redundant data entry and other administrative burdens;

• Improved quality, efficiency, and timeliness of services;

• Support of the collection and analysis of performance metrics;

• Increased mobile accessibility;

• Improved integration with external databases;

• Increased opportunity for greater accountability by improving process integrity and internal controls.

ConsularOne is envisioned as the means through which CA will modernize its tools and technology to provide capabilities for its business services (e.g., passports, visas, repatriation loans, travel alerts). It is anticipated that ConsularOne must be able to exchange data with current operational systems, while transitioning to the new capabilities. As new ConsularOne capabilities are designed and developed, the ConsularOne team will work with stakeholders, such as business area Subject Matter Experts (SME), to ensure a robust system is deployed that meets CA’s needs.

ConsularOne capabilities will incorporate all CA processes and services including

• Passports (application processing, adjudication and issuance)

• Visas (application processing, adjudication and issuance)

• Overseas Citizens Services (emergency services, child and family matters, and safety and security mes-saging)

• Internal CA Business Support Services

Most of the capabilities will be web-based, enabling access via the DoS wide-area network and the public Inter-net. Some capabilities will need to be integrated with other Government systems.

There are five (5) communities using the ConsularOne system:

• Customers – General public using ConsularOne services through a Web interface or mobile application via the Internet;

• Third Party Customers – Persons requesting or receiving services on behalf of someone else, often desig-nated as third party entities, e.g., beneficiaries, representatives of commercial organizations who coordinate services on behalf of individuals;

• Users – DoS employees and contractors who use ConsularOne services through an interface on the DoS network;

• External Users – Non-DoS government employees and contractors accessing ConsularOne through an in-terface via Internet or a VPN from their location to the DoS; and

• System – A system is any machine or technology providing a benefit or service to customers, users or an-other system.

See Exhibit A, figure 1 - ConsularOne To-Be Vision depicts the conceptual diagram of the future state Consu-larOne, showing various transaction types, interfaces, services and functions.

The first two projects in the ConsularOne program are currently underway. The Siebel Public Sector Customer Relationship Management (CRM) product has been incorporated as a part of the core technology. The first cap-ability in the ConsularOne Program to be deployed is Online Passport Renewal (OPR). The second capability to be deployed in the ConsularOne program will be the Electronic Consular Report of Birth Abroad (eCRBA), which will provide the ability to support online submission and end-to end processing of a Consular Report of Birth Abroad (CRBA). Siebel provides customer case management functionality for these capabilities. These projects are planned for deployment in the first quarter of 2018. OPR and eCRBA are being built using the modernized ConsularOne technology platform.

CA has adopted a tailored Scaled Agile Framework methodology that enables incremental development, testing, and implementation of ConsularOne capabilities. Based upon Lean/Agile principles and Scaled Agile Inc.’s SAFe®, CST’s tailored approach supports value-driven, iterative, and incremental capabilities development for large-scale system development. This approach will employ processes and practices to support multiple agile development teams and releases to enable continue delivery of value to CA users and customers. Work to be done will be captured and prioritized by CA needs within the ConsularOne program backlog as defined by cap-abilities, features, and user stories and allocated to releases, program increments, and sprints.

See Exhibit A, figure 2 - ConsularOne Program Incremental Deployment Methodology illustrates the overall approach and lays out a notional deployment methodology for the program.

The ConsularOne Project Allocation Executive View (Exhibit C) depicts the project allocation sequence. It presents an initial view of the allocation of business processes and technical capabilities, putting them into lo-gical grouping and sequence for transition to ConsularOne. This view presents the three areas of impact to con-sider when allocating the functionality across the ConsularOne program: Business Processes, New Technical Capabilities, and Legacy System Impact. Each column, or group, represents a set of business processes that will transition into the ConsularOne environment, the new technical capabilities needed to enable and modernize the business processes, and the legacy systems that support the as-is business processes. Assessment of impact across all three layers will be required to minimize the disruption to business processes and the systems that support them. The OPR project serves as the baseline group. All subsequent groups build on or add to the busi-ness processes and technical capabilities deployed in the baseline.

The Project Allocation Executive View is provided as background information to improve the…