2015_ScaleUp_SOO_DRAFT.pdf

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Attached to
ScaleUp America Federal contract opportunity
Solicitation number
SBAHQ-15-Q-0040
Issued by
Small Business Administration Office of Performance Management and the Chief Financial Officer

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DRAFT Statement of Objectives (SOO)

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Attachment_C_-_travel_worksheet.pdf PDF
Webinar_Slides.pdf PDF
Q A_20150609.pdf PDF
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Statement of Objective (SOO) for ScaleUp America

1. OVERVIEW

The U.S. Small Business Administration (SBA), officially established in 1953, maintains and strengthens the nation’s economy by aiding, counseling, assisting, and protecting the interests of small businesses, and by helping families and businesses to recover from national disasters. SBA’s mission includes assisting small businesses to start, grow, and compete in markets by providing quality training, counseling and access to resources.

ScaleUp America builds on the agency’s core mission by supporting communities’ efforts to deliver targeted intensive assistance to established high-potential small businesses and entrepreneurs that are primed for growth beyond the start-up or early stages.

A few key statistics emphasize the rational and focus of ScaleUp America: small businesses are responsible for more than 63 percent of all net new private-sector jobs, according to a report by the Small Business Administration’s (SBA) Office of Advocacy.1 Additionally, the majority of new jobs (60%) are being created through the sustained, incremental expansion of small businesses across a wide range of industries.2 Very few resources, however, have been directed toward enhancing the support services and ecosystem to help growth-oriented small businesses scale up and take their business to the next level. And this is especially true for firms led by underserved and underrepresented entrepreneurs.

While women and minorities represent the fastest growing segments nationally, their ventures are smaller and experience far less success in terms of revenue and employee size3. The most recent data show that women-owned businesses averaged only $130,000 in receipts, while African American owned businesses averaged $50,000, Hispanic owned businesses averaged $120,000 and Asian owned businesses averaged $290,000.4

In order to assist communities’ efforts to strengthen their support to growth-oriented small business and entrepreneurs-- with a specific focus of supporting underserved and underrepresented small businesses-- SBA is pleased to announce the expansion of ScaleUp America through this second round of proposal requests from community partners seeking to implement this initiative.

2. SCOPE

This statement of objective seeks proposals and a corresponding performance work statement from entities that describes how they will assist SBA with the delivery of ScaleUp America to

1 U.S. Small Business Administration. (2014). Frequently Asked Questions. Retrieved March 28, 2014 from https://www.sba.gov/sites/default/files/advocacy/FAQ_March_2014_0.pdf 2U.S. Small Business Administration. (2012). Where are the jobs created? New or existing business? Retrieved April 30, 2015 https://www.sba.gov/sites/default/files/Job_Creation.pdf 3 Minority Business Development Agency. (2014). Frequently Asked Questions. Retrieved April 30, 2015 from http://www.mbda.gov/sites/default/files/ManufacturingFactSheet2014.pdf 4U.S. Small Business Administration. (2014). Frequently Asked Questions. Retrieved March 28, 2014 from https://www.sba.gov/sites/default/files/advocacy/FAQ_March_2014_0.pdf https://www.sba.gov/sites/default/files/Job_Creation.pdf http://www.mbda.gov/sites/default/files/ManufacturingFactSheet2014.pdf their proposed community. SBA may award multiple contracts for multiple ScaleUp communities, but only one award will be made per community. A single offeror may only submit one proposal. A proposal will be ranked more highly that focuses on different communities not being currently supported through active SBA ScaleUp initiatives. A list of current communities can be found here: https://www.sba.gov/about-sba/sba-initiatives/scaleup-america-initiative -communities.

This solicitation is not a funding opportunity for small businesses seeking direct assistance with their businesses. Each community that receives a ScaleUp America award is responsible for selecting an entrepreneurial inclusive group of growth-oriented small business owners who will participate in the Program. Small business owners and entrepreneurs can find local assistance by visiting this website: http://www.sba.gov/tools/local-assistance.

Offerors should provide a data-driven assessment of the proposed community’s entrepreneurial ecosystem as it exists today and identify training, education and support gaps for high-potential entrepreneurs and growth-oriented small businesses with average annual revenues of $150,000- $500,000. Offerors should propose an intensive entrepreneurship education and growth support program plan that provides targeted support to participating entrepreneurs in an effort to increase their ability to scale up their business and create jobs and local economic impact while at the same time, enhancing the local entrepreneurial ecosystem and promoting greater inclusion of underrepresented and underserved business owners. Offereros should demonstrate an ability to reach those underrepresented and underserved business owners with cultural competencies reflecting local demographics.

Each community’s ScaleUp program plan should include:

1. Entrepreneurship Education Curriculum: Delivery of a proven, existing curriculum for growth-oriented entrepreneurs and small businesses, with the curriculum focused on the unique challenges of scaling established businesses, and which allows participants to develop a growth strategy that addresses topics such as, but not limited to process, strategy, financing, marketing, human resources, leadership, contracting and market/product development plans;

2. Management Assistance & Support: On-going one-on-one support, mentoring and technical assistance, such as, but not limited to providing data-driven market research analysis, business strategy development; assistance with increasing sales and identifying strategic partners, etc.;

3. Access to Capital: Assistance and connections to growth capital, such as, but not limited to assisting with loan package preparations, organizing matchmaking events with local lenders and funding streams, facilitating business pitch events to angel and venture funds;

and

4. Connections: Opportunities to build and strengthen connections and networks, such as, but not limited to instituting CEO roundtables, forming advisory boards, matchmaking events with potential joint venture partners and regional manufacturers/suppliers, local federally funded resource partners, etc.

https://www.sba.gov/about-sba/sba-initiatives/scaleup-america-initiative%23communities https://www.sba.gov/about-sba/sba-initiatives/scaleup-america-initiative%23communities http://www.sba.gov/tools/local-assistance

Offerors must indicate how the selection and implementation of the ScaleUp initiative is appropriate for the targeted entrepreneurs in their community. The proposal should also include an assessment of the community’s present efforts to support growth-oriented small businesses.

Additionally, the offeror’s forecast should include the expected impact of their proposal in their opportunity by including details such as the estimated number of small growth-oriented businesses their plan will impact, current ecosystem supports for growth oriented firms, the region’s competitive industries, and other relevant statistics/descriptions. The successful vendor will be committed to having an internal inclusion strategy, which means a commitment to engaging a diverse group of leadership, subject matter experts, instructors and advisers, etc.

Outreach efforts are integral to the success of ScaleUp America in the proposed community. The offeror must have a commitment to promote, host and produce educational/networking events designed to attract diverse entrepreneurial audiences. Each community should also include in its proposal a detailed outreach plan to indicate how the program will reach a wide-range of high potential small businesses. The plan should detail industry and local government partnerships, and commitments from other entities such as chambers of commerce, affinity groups, and/or minority-supplier development councils. The offeror shall also indicate their prior experience with providing direct small business support to underserved and underrepresented businesses how it will staff to ensure cultural competencies reflecting local demographics and work closely with other organizations dedicated to supporting this audience. Accordingly, the offeror shall detail how it will serve underrepresented and underserved groups if awarded ScaleUp contract.

For the purpose of this solicitation, underserved and underrepresented businesses include populations such as minorities, tribal groups, veterans, women and socially and economically disadvantaged businesses.

Specifically, these outreach plans should include the following:

• A description of how the proposed program will collaborate and involve industry, local government, and community group partnerships to both recruit and enhance the entrepreneurial ecosystem for the businesses who will participate in ScaleUp

• An identification of the specific underrepresented or underserved populations being served

• Details on how the proposed programming will reach the identified segments of high potential small businesses

• Proposed, measurable benchmarks for evaluating outreach efforts; and

• A corresponding quantitative inclusion strategy with underserved and underrepresented business participation benchmarks per cohort

When preparing the proposal, offerors may find the following online resources helpful to support the analysis of a proposed community: (1) a data portal centralizing data available across agencies to enable communities to evaluate their strengths and weaknesses; and (2) a “playbook” that identifies existing Federal technical assistance resources and catalogues best practices in economic development. These resources are available at www.eda.gov/challenges/imcp/.

Meaningful small business growth is a critical component to economic development strategies at the community, regional and national level – about 63 percent of the private sector’s net new http://www.eda.gov/challenges/imcp/ jobs have been created from U.S. small businesses5. A proven way to encourage and support small business growth is by providing intensive entrepreneurship training in combination with increased access to capital and other supportive services.

SBA has identified a critical gap in funding and support for growth oriented firms with annual average revenues from $150,000 to $500,000. In response, SBA is in need of entities that will deliver intensive entrepreneurship education and individualized technical assistance to firms poised for growth, fostering a supportive and inclusive ecosystem around the needs of growth-oriented small businesses.

3. PERFORMANCE PERIOD

The base period of performance is for one year (12 months) from contract award with four, one-year options. Base and Option years shall include start-up, defining curriculum, program implementation, and annual report as detailed in the accepted Performance Work Statement. The Contractor shall furnish the training facility, all labor, supplies, and equipment necessary to meet the requirements in the attached Statement of Objectives (SOO). The Government intends to follow the guidelines outlined in FAR 37.602(c).

4. OBJECTIVES

The objective of this procurement is to provide SBA and the communities that benefit from the effort with trained and well-supported owners and entrepreneurs as they strategically grow their businesses and create local economic impact. As SBA plans to hire an independent, third party to properly evaluate this program, the outcomes and lessons learned from this program will inform future entrepreneurial development initiatives. Each selected community will also generate best practices on how to support growth-oriented small businesses and entrepreneurs. SBA will share the results of the evaluation and best practices with other community partners, the SBA Resource Partner Network, and other partners in order to increase the support to small businesses and entrepreneurs poised for growth.

At a minimum, this SOO supports the following goals in each community proposed by the offerors:

Task One – Planning Period, Outreach Plan, Selection of Cohorts and Training of Curriculum Instructors

a) Meet with community partners to ensure buy-in and finalize the community’s comprehensive ScaleUp program plan

b) Finalize action plan, outreach strategy and corresponding quantitative inclusion strategy with underserved and underrepresented business participation benchmarks per cohort

c) Plan initiative launch and expectations in coordination with SBA Headquarters and the local SBA office

d) Ensure instructors are trained in the proposed curriculum and experienced with the curriculum selected

e) Interview and select cohorts of business owners and entrepreneurs

5 U.S. Small Business Administration. (2014). Frequently Asked Questions. Retrieved March 28, 2014 from http://www.sba.gov/sites/default/files/FAQ_March_2014_0.pdf.

http://www.sba.gov/sites/default/files/FAQ_March_2014_0.pdf.

Task Two - Community Kick-Off and Graduation Events

The contractor shall provide the following:

a) An innovative way to launch ScaleUp America in their community.

b) Publicizing their community’s ScaleUp program plan

c) Announcing the small businesses owners and entrepreneurs selected to participate in their ScaleUp community.

d) Graduation event, held after the period of curriculum delivery, that would accomplish the following:

o highlight those owners and entrepreneurs that successfully completed the intensive entrepreneurship curriculum;

o track the progress of and celebrate the growth of past ScaleUp business participants and cohorts (Option Years);

o present the community progress on their ScaleUp program plan; and o follow-up on any aspects of the launch event.

o complete a follow-up report SBA and local stakeholders of results

Task Three – Curriculum Delivery The contractor shall deliver the following, using trained and experienced instructors:

a) An existing curriculum for growth-oriented entrepreneurs and small businesses — which will include, at a minimum:

• Have participants meet in-person for lessons and progressively develop over several weeks;

• Focus on the unique challenges of growing and scaling an established businesses to develop a growth strategy that addresses topics such as, but not limited to process, strategy, financing, marketing, human resources, leadership, contracting and market/product development plans; and,

• Provide online resources and other components/activities that supplement the in-person curriculum.

b) Ensure the graduation of at least two cohorts in a 12 month period per defined community or delivery site, with each cohort consisting of a minimum of 10 and maximum of 25 entrepreneurs; and

c) Track statistics, those requested by SBA and those individually relevant to their ScaleUp community, and be willing to participate in an independent evaluation of impact of curriculum delivery.

Task Four – Execution of Management Assistance and Support

The contractor shall provide and/or connect the cohorts with on-going, tailored management assistance and support during and after curriculum delivery phase to help entrepreneurs address key business challenges and achieve growth milestones. Such support could include data-driven market research analysis, assessment of business strengths and challenges; profitability and cash flow management, etc.

Task Five – Execution of Providing Access to Capital

The contractor shall provide the cohorts intensive assistance and connections to successfully obtain growth capital and/or connect to funding opportunities, such as assistance with preparing for loan packages, matchmaking events with local lenders and funding streams, business pitch events to venture and angel funds, etc.

Task Six – Execution of Connecting Cohorts with Assets and Individuals

The contractor shall provide an environment to build and strengthen the cohorts’ connections and networks for continued business growth and support. The program must create sustained access to additional assets and individuals in the community to increase their social capital and business networks. Examples could CEO roundtables, forming advisory boards, matchmaking events with primes and regional manufacturers/suppliers, local federally funded resource partners, etc.

Offerors must describe in their proposal how they will collaborate with their local SBA Regional and District Offices, U.S. Export Assistance Centers (USEACs), SBA Procurement Center Representatives and Commercial Market Representatives and other resource partners such as Small Business Development Centers (SBDCs), Women’s Business Centers (WBCs), SCORE, and Veterans Business Outreach Centers (VBOCs).

They are also encouraged to work with other federal resources such as the Manufacturing Extension Partnership Centers, minority business development centers and other entities on the ground. These entities work directly with small businesses in communities and their participation in identifying small business participants, needs and gaps would be helpful to building a supportive ecosystem.

Task Seven – Reporting

During the base and each of the option years, the contractor shall provide the following reports to SBA:

a) The Contractor shall provide a report at the end of every quarter detailing activities completed, activities delayed, problem areas determined, problems resolved, and progress to date towards meeting specified outcomes listed in the PWS. The report shall be submitted to the SBA COR within 15 calendar days following the last day of the quarter reported. Additionally, the contractor may be requested to input progress reports into SBA’s Entrepreneurial Development’s Management Information System (EDMIS).

b) At the end of the base term or option period (if applicable), the contractor will provide a detailed report on the extent to which it provided all of the services proposed including activities completed and outcomes from those activities, as well as any activities not completed with explanations. This report will highlight accomplishments and outcomes shall include the following:

i) Outcomes from the Intensive Entrepreneurship Curriculum

• Number of participants who successfully complete the program

• Success rate in reaching targeted, underserved populations

• Qualitative outcomes from survey of participants and instructors

• Small business owner/entrepreneur success stories

• Any growth outcomes as a result of participation in the ScaleUp program, such as o Growth in total capital flowing to small business participants (loans and investments from public and private sources), including description of the relationship between the funding opportunities obtained by the small businesses and the assistance provided to the small business by the contractor (e.g., value of small businesses’ economic activity tied directly to the assistance offered as part of the ScaleUp program) o New hires o New financing o New contracts o New sales/sales increase o Growth in new products, services, or business lines o Number counseling, training, mentoring, or other technical assistance sessions and hours o Number of small businesses participating in other activities and services provided by the Offeror, including showcasing events, networking events, matchmaking opportunities, and other convening activities.

ii) General Best Practices

• An analysis of the effectiveness of all activities conducted under the contract

(what worked best and what did not)

• Explanation for any activities or services not completed that were outlined in the technical proposal

• Lessons learned and a synopsis of the top five best practices of supporting small businesses and entrepreneurs as they first commence their growth strategy

• Key accomplishments

5. DEFINITIONS AND ABBREVIATIONS

CONTRACTING OFFICER (CO) - The Government official responsible for the execution and administration of contracts on behalf of the Government.

CONTRACTING OFFICER’S REPRESENTATIVES (COR ) - An individual designated by the Contracting Officer to act as his/her representative to assist in managing the contract. The authorities and limitations of a COR appointment are contained in the written letter of appointment.

DAY – Means calendar day unless stated otherwise. If a deliverable is due on a weekend or holiday the deliverable shall be considered due the next business day.

QUARTER – A quarter will be defined as the first of January through the end of March, first of April through the end of June, first of July through the end of September, and first of October through the end of December.

BUSINESS DAY – Any day other than a Saturday, a Sunday, a Federal holiday or other day on which the Federal Government by law or executive order is closed. Note: This includes any weather-related office closures if you are working in a Federal Building.

COHORT – A cohort is defined as a minimum of 15 small business owners and a maximum of 25 small business owners that will participate in the in-person curriculum delivery together, and meanwhile receive the other three minimum components of the ScaleUp program in the proposed community. This program is asking for a minimum of two cohorts to receive services during the base year.

COMMUNITY – A geographic defined space or region, such as a town, county, metropolitan statistical area, etc.

GROWTH-ORIENTED SMALL BUSINESS/ENTREPRENEUR

For the purpose of this announcement, businesses or entrepreneurs eligible to participate in the intensive entrepreneurship curriculum and management support and technical assistance offered by the contractor must meet the following requirements:

• The business must qualify as a small business concern as per the SBA criteria. This qualification depends on the industry in which the business operates but is generally based on the number of employees or the receipts of the business. For more information, please examine the table of small business size standards: http://www.sba.gov/content/small-business-size-standards

• The participants must be executives (e.g., Chief Executive Officer [CEO], Chief Operating Officer [COO], Chief Financial Officer [CFO]) or key decision makers (e.g., business owner). It is believed that only individuals with this level of responsibility can implement the growth plan they will develop for their businesses;

• The business has annual revenue between $150,000 and $500,000;

• Evidence that small business owner is not in a start-up stage (e.g. 2-3 years of existence); and After completing an intake session, the offeror can assess the commitment from, expressed desire of and potential of the owner/entrepreneur to grow their small business.

UNDERSERVED OR UNDERREPRESENTED SMALL

BUSINESS/ENTREPRENEUR

For the purpose of this solicitation, an underserved or underrepresented business includes any small business (per the SBA small business size standards described above) with an ownership structure in which minorities, tribal groups, veterans, women and/or socially and economically disadvantaged person(s) have controlling interest in the entity. Specifically, this includes businesses referenced in the Small Business Act and Far 19, such 8(a) business development participants, HUBZone small business concerns, service-disabled veteran-http://www.sba.gov/content/small-business-size-standards owned small business concerns, and economically disadvantaged women-owned small business concerns and women-owned small business concerns eligible under the Women- Owned Small Business Program.

6.0 AGENCY FURNISHED PROPERTY AND INFORMATION

The SBA does not anticipate that it will provide any property or information as a result of this contract.

7.0 CONTRACTOR FURNISHED ITEMS AND SERVICES

The contractor shall furnish the necessary personnel, materials, services, equipment, facilities, and shall otherwise do all things necessary for, or incidental to, the performance of the tasks set forth in this task order.

The contractor shall appoint a Main Point of Contact Manager and an Alternate Point of Contact. The Alternate Point of Contact shall be capable of assuming the role of the Main Point of Contact without delays due to any lack of knowledge/information, which could reduce the level of efficiency necessary to ensure task order performance. The Main Point of Contact and the Alternate Point of Contact shall be listed as key personnel and shall have the technical expertise to address any contractual situation and shall be allotted adequate hours to ensure that the contract is successfully performed. NOTE: The Main Point of Contact and the Alternate Point of Contact SHALL be employees of the contractor and cannot be an employee of a subcontractor or consultant.

8.0 CONTRACTOR PERSONNEL

Contractor shall designate a Project Manager to oversee implementation and execution of the Contract and to serve as the Contractor’s primary point of contact with the SBA Contracting Officer’s Representative (“COR”). The Project Manager shall have a minimum of 3 years of experience directly providing technical assistance to small businesses in the proposed community of focus. They shall also demonstrate experience that they foster a comprehensive knowledge of the challenges facing growth-oriented small businesses and entrepreneurs, underrepresented/underserved demographics, operational performance, project management, and community development. The Project Manager shall ensure that the requirements of this SOO/PWS are fully met.

5.4.1. List of Key Personnel to include Project Manager and Alternate Project Manager under this Contract are:

Name Title

Acceptance of Key Personnel Substitutions/Replacements

Offeror must provide resumes to the CO and COR of any proposed substitute for the agreed upon key personnel prior to the substitution and must receive prior written acceptance of the substitution from the CO. In evaluating the justification and proposed substitution(s) of key personnel throughout the period of performance of this contract, the Contracting Officer reserves the right to make an assessment on the technical and/or professional qualifications of the proposed substituting individual(s). The Contracting Officer further reserves the right to disallow the utilization of the proposed substituting individual(s) for performance on the subject contract, when the technical and/or professional qualifications of the proposed individuals are determined, by the Contracting Officer, (1) not to be substantially equivalent to the technical and/or professional qualifications of the key personnel they are to substitute, or (2) not sufficient to reasonably insure successful performance or otherwise endanger project performance, progression, or completion.

10.0 Place of Performance – Unknown.

The place of performance will depend upon the offeror’s proposed community.

Contractor shall furnish the necessary personnel, materials, travel, facilities with a fully functional office with meeting space, teleconference capacities, share space abilities to allow interface between contractor key personnel and SBA staff, and services and shall otherwise do all things necessary for, or incidental to, the performance of the tasks set forth in this contract. Any additional specific requirements and any government furnished items or services will be identified in each task order.

11.0 Place of Delivery

All deliverables shall be delivered to the SBA OED COR, located at SBA Headquarters location, Washington, D.C. but delivered by an electronic copy.

12.0 Post Award Meeting with SBA

The post award meeting will be held either in person or by conference call after the contract has been awarded. Contractor's representatives and SBA Oversight Team members (Contracting Officer, Contracting Officer Representative, Technical Monitors, and others as deemed appropriate) will cover the scope of the Task Order and discuss the following items at the Task Order level.

• Roles of SBA personnel in the administration of the Task Order

• Scope of Task Order

• Rights and obligations of both parties

• Task Order administration process

• Technical requirements of the Task Order

• Potential problem areas of tasks and potential resolution

• Changes in personnel

• Invoicing requirements and SBA invoice review, approval, and payment process

• SBA Contractor Performance Evaluation System Subcontracting, if applicable

• Insurance requirements

• Contractor Security and Contractor badges, if applicable

• Information technology

13.0 Periodic Evaluation

The base year and each option year will have a periodic evaluation where the COR will monitor customer satisfaction with the Contractor’s performance through the review of overall performance and deliverables for quality, timeliness and business relations.

The Contractor shall meet all of the performance requirements spelled out in each task order. All deliverables under each task order shall be subject to standards dealing with timeliness, completeness, accuracy, and clarity of written materials. Over all evaluation will be included in the Contractor Performance Assessment Reporting System (CPARS) database

14.0 Performance Standards

All written reports must be timely, well written and of the exceptional analytical quality.

All Draft reports that are returned more than 3 times for significant errors will be subject to a .05% disincentive of the report cost. A .05% disincentive will be incurred for all reports that are 1 day past due and an additional .05% for each additional day late up to a maximum of 5% disincentive.

The Performance Standards at a minimum are outlined above, but may be further defined in the contract. This contract does not have incentives.

15.0 Inspection and Acceptance

Satisfactory completion of work under this contract shall be indicated by written receipt of acceptance of such work by the Contracting Officer or the designated COR. Taking physical delivery of deliverable items shall not constitute acceptance.

16.0 Contract Administration Data / ADDITIONAL INSTRUCTIONS

Contracting Officer's Representative

(1)The Contracting Officer may designate Government personnel to act as the Contracting Officer’s Representative (COR) to perform functions under the contract such as review and/or inspection and acceptance of supplies, services, including construction, and other functions of a technical nature. The Contracting Officer will provide a written notice of such designation to the Contractor within five working days after contract award or for construction, not less than five working days prior to giving the Contractor the notice to proceed. The designation letter will set forth the authorities and limitations of the COR under the contract.

The Contracting Officer cannot authorize the COR or any other representative to sign documents (i.e., contracts, contract modifications, etc.) that require the signature of the Contracting Officer.

17.0 Ownership of Data

The Contractor will retain the ownership of any software it provides under this contract or task order. Any data provided by SBA to the Contractor shall remain the property of SBA. Any data generated through the review processes (including, but not limited to, portfolio risk data, demographic information, industry trend) shall become the property of SBA. Data generated and gathered through this contract shall be made available in an acceptable format through acceptable digital media. The Contractor shall make all data generated and gathered that is digital media accessible to SBA for a minimum of 6 years or provided to SBA at no additional at the time of contract expiration in a format accessible by SBA.

18.0 Accessibility of Meetings and Conferences to Persons with Disabilities

The Contractor shall assure that any meeting or conference held pursuant to the contract will meet all applicable standards for accessibility to persons with disabilities in accordance with Section 504 of the Rehabilitation Act of 1973, as amended (29 U.S.C.

794) and any implementing regulations.

19.0 SECTION 508 COMPLIANCE STATEMENTS

All electronic and information technology (EIT) procured through this Statement of Work / Bill of materials and any resulting contract, task order, delivery order, or purchase order must meet the applicable accessibility standards at 36 CFR§ 1194, U.S.

Architectural and Transportation Barriers Compliance Board (Access Board) under the authority of Section 508 of the Rehabilitation Act Amendment of 1998,.36 CFR§1194, unless an agency exception to this requirement exists. 36 CFR§1194, U.S. Architectural and Transportation Barriers Compliance Board (Access Board) is viewable at http://www.section508.gov. The Contractor shall indicate for each line item in the schedule whether each product or service is compliant or noncompliant with the accessibility standards at 36 CFR§1194. Further, the proposal must indicate where full details of compliance can be found (e.g., vendor’s website or other exact location).508

21.10. 36 CFR § 1194.31, U.S. ARCHITECTURAL AND TRANSPORTATION

BARRIERS COMPLIANCE BOARD (ACCESS BOARD) STANDARDS AS

RELATED TO CONTRACT DELIVERABLES.

Unless otherwise specified, all deliverables under this requirement shall comply with 36 CFR § 1194.31, U.S. Architectural and Transportation Barriers Compliance Board (Access Board) Standard – Functional Performance Criteria and 36 CFR § 1194.22, U.S. Architectural and Transportation Barriers Compliance Board (Access Board) Standard Web-based Intranet and Internet Information and Applications and 36 CFR § 1194.41, U.S. Architectural and Transportation Barriers Compliance Board (Access Board) Standard – Information, Documentation and Support under the authority of Section 508 of the Rehabilitation Act Amendment of 1998.

20.0 CONFIDENTIAL OR SENSITIVE INFORMATION

The work to be performed and data released to the Contractor’s designated key personnel shall be treated as sensitive in nature and is not to be discussed with or released to anyone except Government employees assigned to the project and other Contractor personnel working on the project. The Contractor is responsible for having all its employees working under this contract, whom access to privileged information under this contract, to execute all Certifications required by the SBA under this contract. The SBA, as it deems appropriate, may require additional certifications be completed by the contractor at any time during contract or task order performance.

21.0 NO INHERENTLY GOVERNMENTAL FUNCTIONS

Identification and Execution of Inherently Governmental Functions: This requirement contemplates execution of no ‘inherently governmental,’ functions by the contractor. All final actions involving policy, day-to-day programmatic management, and day-to-day financial management shall be executed by Federal employees of SBA’s OED.

8.0 CONTRACTOR PERSONNEL

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