Section C. Hybrid SOW(2.6.7.9.10.11.12)_Updates2023.pdf

Federal Judicial Circuits

2nd, 6th, 7th, 9th, 10th, 11th and 12th

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PART I – SCHEDULE

SECTION C – DESCRIPTION / SPECIFICATIONS / STATEMENT OF WORK COURT

SECURITY OFFICERS (CSO) PROGRAM

C.1. BACKGROUND

The Court Security Officer Program is managed by the Judicial Security Division within the United States Marshals Service (USMS). The Office of Court Security (OCS) is responsible for managing and developing an effective nationwide physical security program for federal judiciary court facilities. OCS oversees security services performed by more than 5,700 contracted Court Security Officers (CSO), filling over 4,500 authorized full-time and shared positions within all United States Circuits and districts. CSOs safeguard approximately 430 court facilities throughout the nation. The OCS is comprised of three branches: Applications and Qualifications Branch (AQB); Judicial Security Inspector Field Support Branch (JFSB); and Training and Compliance Branch (TCB). Each branch performs an integral part of the program’s operations, ensuring that individuals performing as CSOs are suitable and fit to protect the nation’s courts.

One of the major responsibilities of the USMS is to ensure the safety of all federal courts and court employees against unauthorized, illegal, and potentially life-threatening activities. To accomplish the mission of courthouse security, the USMS contracts with private security contractors to mitigate exposure to risk and defer nefarious actions against the facilities and its occupants. The employees of the contractors, known as CSOs, are deputized as Special Deputy U.S. Marshals authorized to carry firearms and detain and/or arrest individuals while on duty at their given worksites.

C.2. SCOPE OF WORK

The Contractor shall provide all necessary personnel, management, supervision, administrative support, office facilities, transportation, materials, supplies, and office equipment. Except for government-furnished equipment listed in Section C.19. the contractor shall provide all personal equipment (body armor, firearms, uniforms) and training necessary to perform court security services for the USMS. These services include but are not limited to entrance control, roving patrol, stationary post assignments; escort duties; securing courtrooms; law and order;

preserve order; enforce federal law while performing their duties. The contractor is responsible for ensuring each CSO is proficient in all skills necessary to perform CSO services at any post.

The Contractor is required to prepare and maintain a variety of reports, manage Government provided equipment, test security equipment, provide training and weapons qualifications, assure each CSO applicant meets and maintains all suitability requirements of the contract to include, but not limited to: performance standards, medical standards, training, and weapons proficiency requirements.

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The USMS has entered into Interagency Acquisition Agreements (IAA) with other federal entities. Individuals performing Security Officer Services under an IAA are generally designated as Special Security Officers (SSOs). Agencies authorized to acquire services under such agreements are listed in solicitation Attachment J.5(A) Agencies Authorized to Use the Contract Via an Interagency Acquisition Agreement (IAA). The services ordered under an IAA shall be in full compliance with the terms and conditions of this statement of work.

During the term of this contract, including any extensions, the security coverage required may change (increase or decrease) as deemed necessary by the Government.

C.3. CONTRACTOR PERSONNEL

C.3.1 Court Security Officers (CSOs)

The Contractor shall ensure that CSO applicants and CSOs working under this contract are in good physical condition and able to stand for long periods of time, respond to alarms and other requests for assistance, and do not have any physical conditions that would prevent performing job duties. The CSO shall carry a fully loaded weapon and two fully loaded magazines in accordance with the Statement of Work. When performing in an official capacity, a CSO may detain and/or arrest an individual until relief is provided by a USMS official or another law enforcement officer. Any use of force shall comply with USMS Policy Directive 2.10 Use of Force Attachment J.4(A), USMS Policy Directive14.16 Less-Than-Lethal Devices Attachment J.4(B), and the Department of Justice (DOJ) Policy Statement Use of Deadly Force Attachment J.4(C). In the event of an emergency, as defined in Section C.22.2, the Government (USMS) reserves the right to direct the activities of all the CSOs and may require the Contractor to cover posts and perform duties outside of the court facility.

C.3.1.1 The Contractor shall provide qualified CSOs at each District facility designated by the Government. The Contracting Officer (CO) shall appoint a Contracting Officer’s Representative (COR) in each District. The COR will provide the Contractor with post orders for each post assignment. The Contractor shall also ensure that all duties required of the CSO shall be performed within the scope of this contract.

C.3.1.2 At a minimum, all CSOs shall be required to be capable to perform the following:

Entrance Control - The CSO shall enforce the District’s entry and identification system.

This includes operating security screening equipment for prohibited items (e.g., cameras, cell phones, weapons, and explosives.) No fewer than two CSOs shall be assigned to an entrance control point during normal operating hours unless directed by the COR or stated in established post orders. CSOs shall ensure all carriage items are properly screened to include handbags, backpacks, briefcases, computers, baby carriages, strollers, wheelchairs, and all other packages entering the building. Detected prohibited items shall be immediately brought to the visitor’s attention, and are to be confiscated (e.g., illegal weapons) or given back to the individual for removal from the premises before entry is allowed. Depending on the local governing rules of the facility and established post orders, the visitor may be permitted to store non-dangerous items on site and will be directed to the assigned designated area (only if that is the current practice for that facility) and retrieved by the visitor upon their departure. Any confiscated items shall be immediately turned over to the USMS, reported to the COR, and

C-3 documented on a CSO-003 Court Facility Incident Report Attachment J.3(B), by the CSO as soon as possible and no later than within 24 hours of the occurrence. The documentation shall provide a thorough account of the confiscation.

Equipment Settings - Use of security equipment is mandatory under this contract and is subject to Government change at any time. The Contractor shall ensure all equipment remains set to the required USMS Standard Settings. Failure to ensure equipment remains set to USMS standards shall be considered a performance issue. The Government may change the USMS Standard Setting at its discretion. All setting changes shall occur within five (5) calendar days of notification.

Test Equipment Status - The Contractor shall ensure that the condition and the status of the mandatory equipment is tested with the stated contract frequency and in accordance with established procedures and protocol. If the tested equipment is not in good working order, the CSO will immediately report the status to the JSI and COR for action and document the issue on the CSO-003 Court Facility Incident Report prior to the end of the business day.

• Screening equipment, such as X-ray machines, Walk-Through Metal Detectors (WTMD), and Hand-Held Metal Detectors (HHMD), shall be tested in accordance with the manufacturer’s recommendation (see C.24.4 Screening Equipment Verification Log.)

• Emergency systems equipment, such as duress alarms, control panels, and battery-operated emergency lighting, shall be tested on a monthly basis (see C.24.5 Emergency Systems Report.)

Roving Patrol - The CSO shall patrol court facilities and grounds of the facility in accordance with applicable post orders. At a minimum, each CSO shall remain alert checking for unattended or suspicious packages. Additionally, exterior roving patrols shall monitor persons for suspicious activities, and immediately report any suspicious persons who may be conducting counter surveillance of the facility.

Stationary Post Assignments - The CSO shall cover USMS authorized stationary posts.

Assignments include but are not limited to: monitoring CCTV; duress alarm systems and other security equipment; courtrooms; judge chambers; and jury rooms. However, CSOs shall not monitor cellblocks or handle and escort prisoners.

Exterior Forward Watch – The CSO shall provide focused surveillance on incoming traffic to entrances from inside or outside the facility in order to detect oncoming threats before reaching the screening area. While this position is to be utilized at the front entrance the CSO does not engage in screening, rather this position provides overwatch for the CSOs who are performing screening.

Escort Duties - Escort Duties are authorized for official purposes and when deemed necessary and approved by the COR. The CSO may provide armed escort services for judges, court personnel, jurors, and other designated individuals. Generally, this may include escorting an individual(s) to a garage or parking area, from one room to another, or from one floor to another.

Off-Site Judicial Proceedings - CSOs are authorized to provide security services for off-site judicial functions only when access to the site can be controlled and screening is to be conducted, at a minimum, on all members of the public. CSOs must utilize USMS

C-4 provided WTMD and/or X-Ray machines. If WTMDs are utilized without an X-Ray machine, CSOs must complete bag searches for each for each member of the public. If X- Ray machines are utilized without WTMDs, CSOs must utilize HHMDs to scan each member of the public.

Remote Judicial Proceedings - CSOs are authorized to provide security services for remote judicial functions only when access to the site can be controlled and screening is to be conducted, at a minimum, on all members of the public.

Garage Parking and Pedestrian Control - Where applicable, the CSO shall direct traffic, control lights on court facility properties, and monitor vehicles and pedestrians as described in the post orders.

Courtroom Performance Requirements - The U.S. Marshal of each respective District shall classify the proceedings, and in coordination with the COR, determine when or if CSOs shall be utilized. CSOs may occasionally be assigned to provide courtroom security during hearings. This assignment would be to provide crowd control and to maintain the integrity of the judicial process. Additionally, the CSO shall ensure that all closed courtrooms are secure;

inspect courtrooms prior to proceedings; test security devices and report the findings to the COR; and perform other duties concerning security of the court area. A CSO is strictly prohibited from performing any prisoner related functions.

Preserve Order - The CSO shall provide security presence in court facilities, enforce federal law and judicial orders within the court facility, enforce local court rules regarding prohibited items, and provide protection to court officials as circumstances dictate.

Telephone Usage - The CSO shall utilize Government furnished telephones located at an official post only for the purposes of conducting the services required under this contract.

Lost and Found - The CSO shall turn over any articles found in a court facility or designated facility to the COR and complete a CSO-003 within 24 hours after the incident occurs.

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Reports and Records - The CSO shall prepare reports and records regarding contract performance issues, such as labor hours worked (both regular and overtime hours), equipment status, accidents, fire, bomb threats, unusual incidents or unlawful acts that occurred within the court facility area in a clear, legible format. All reports and records prepared under this contract are law enforcement sensitive in nature and considered Government property. The Contractor shall ensure that all reports are prepared in a complete and accurate manner and submit them to the Government in accordance with the requirements stipulated in the contract, see Section C.24 Reports, C.25.4 Records, and Section F Deliverables or Performance.

C.3.2 Lead Court Security Officers (LCSO)

C.3.2.1 Lead Court Security Officers (LCSOs) do not have full formal supervisory authority and do not directly supervise other employees. An LCSO functions simultaneously as a full time working CSO and in a lead capacity for an assigned shift. As a lead, the CSO performs additional general administrative duties. This position is distinguished from that of the Intermediate Level Supervisor (IS), as the IS, is a first-line supervisor for both LCSOs and CSOs.

C.3.2.2 The LCSO shall coordinate daily activities at their respective facility in accordance with all contract requirements and directly with the COR to include but not be limited to:

Act as liaison between the COR and IS and/or the Contract Manager (CM) when the IS, is not available.

Ensure all posts are covered as scheduled or as directed by the Government and assure that all CSOs are in proper uniform.

Provide daily oversight of post requirements.

Determine any changes that may be required in the District’s daily routine.

Report Performance Standard Investigations and any resultant Violations (PSIs).

Keep the COR informed about post coverage, potential problems, and the actions that shall be taken to correct the problem(s).

LCSOs are not authorized to perform as Quality Control Inspectors or QCI duties.

See Section C.25.1 C.3.2.3

The Contractor shall provide an LCSO at each court facility stated in Section B.2 Place of Performance and detailed on the Pricing Template Attachment J.1(D). For facilities designated to operate on a “24-hour” basis, at Government expense the Contractor shall provide no more than three (3) LCSOs in accordance with the hours allocated on task order.

C.3.2.4 When an LCSO is absent, the Contractor shall designate an individual to act as and assume the responsibilities of the LCSO. The acting LCSO shall be reimbursed in accordance with the LCSO rate during the time period they were acting. Note: the Contractor cannot double bill the LCSO on another Government requirement (e.g., Government travel or medicals, the Contractor must accommodate the extra expense in their other direct costs). Vacations and holidays are part of the fringe benefit

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C.3.3 Lead Special Security Officers and Special Security Officers The Contractor shall provide qualified Lead Special Security Officers (LSSO) and Special Security Officers (SSO) to perform the services required by this contract. These positions generally serve the security needs of special operations of the U.S. Marshals Service and other Federal agencies. Their titles are synonymous with LCSO and CSO. All contract requirements established for the LCSO and CSO positions apply to the LSSO and SSO, respectively. In addition, contract oversight of LSSO and SSO positions shall lie with the respective Federal agency paying for those services.

C.3.4 Intermediate Supervisor(s) (IS) and C.3.5 Contract Manager (CM)

Role and Responsibilities are defined and distinguished in the following comparative table.

C.3.4 Intermediate Level Supervisor(s) Managing the requirements of this contract is considered a critical function.

For that reason, the Contractor shall provide at a minimum one (1) intermediate level supervisor required to perform at a minimum all the following functions:

Serve as the primary point of contact for the Government to discuss technical and security related requirements through regular site visits to primary and sub-offices. The Contractor shall provide adequate site visits necessary to successfully manage contract

Maintain daily contact with the COR to ensure adherence to the needs of the client/contract, with regards to manpower and hour usage. And receive and execute daily technical direction from the COR.

C.3.5 Contract Manager (CM) Managing the requirements of this contract is considered a critical function. For that reason, the Contractor shall provide and solely dedicate a highly skilled and experienced CM for each Circuit specified under this contract.

In addition to providing contract administration and ensuring the Contractor is conforming to the contract requirements, the CM shall oversee and manage all the security operations performed by the CSOs/LCSOs/DS, to include as a minimum:

The CM shall serve as the primary point of contact for the Government to discuss contract- related and invoicing requirements.

The CM shall demonstrate a clear understanding of the full CSO Contract to ensure adherence to all requirements outlined herein.

The CM shall ensure Contractor employees perform all duties and requirements of the contract from

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Maintain and monitor all post performance required by this contract and correct all issues or problems brought to their attention.

Keep the COR informed about post coverage, potential problems, and the actions taken to correct any and all issues or problem(s) brought to their attention.

Demonstrate a clear understanding of the full CSO Contract to ensure adherence to all requirements outlined herein.

Have the ability and authority to make decisions on behalf of the company, particularly on personnel related issues. And have the authority to supervise all CSOs and LCSOs working under this contract.

Shall be available to the Government on a 24-hour basis, to ensure Contractor response in the event of an emergency or other exigent circumstance.

Have the ability to carry out all administrative tasks efficiently (e.g., timely, complete, and correct) without reliance on and further assistance of the CSOs.

Immediately notify the COR of any alleged performance violation or company-initiated investigation that one or more of their employees may have committed. They shall immediately begin their corporate investigative processes to resolve the allegation by conducting a prompt, thorough and impartial investigation of the allegations.

administrative requirements ensuring: quality of services and supplies, timeliness of all deliverables, control costs, compliance with all Government reporting requirements, a business-like concern for the interests of the Government, quality control, and management of key personnel.

The CM shall have the ability and authority to make decisions on behalf of the company, particularly on personnel related issues.

The CM shall have authority to supervise all individuals working under this contract. The CM shall provide for DS services during a vacancy.

The CM shall be available to the Government on a 24-hour basis, to ensure Contractor response in the event of an emergency or other exigent circumstance.

The CM shall have the ability to carry out all administrative functions efficiently, effectively and in a timely fashion (without reliance on and further assistance of the CSOs).

The CM shall conduct prompt, thorough and impartial Performance Standards Investigations (PSIs) arising from any reported allegations

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Ensure all Government-issued equipment and property is tracked and accounted for, and otherwise safeguarded until the time it is returned to the Government, in accordance with an approved property controlled system.

Are prohibited from performing the duties of a CSO or LCSO and shall not be subject to the uniform requirements, weapons qualifications, and medical physical requirements.

of violating any of the SOWs provisions without hesitation or unnecessary delay, to include those matters handled and resolved internally. The CM shall follow the facts and evidence, to determine the final investigative conclusion.

The CM shall be required to and report all Performance Standard Violations (PSVs) and any Performance Standards Investigations.

The CM personnel are prohibited from performing duties of a CSO or LCSO and shall not be subject to the uniform requirements, weapons qualifications, and medical or physical requirements stated in this contract. See Section C.19.4

The CM shall assure all

Government-issued equipment and property is tracked and accounted for, and otherwise safeguarded until the time it is returned to the Government, in accordance with an approved property controlled system.

QUALIFICATIONS

The Contractor shall demonstrate a multi-faceted and systematic selection process that filters potential applicants. At a minimum, the process shall be detailed in a written Standard Operating Procedure (SOP) that describes methods used to verify all minimum qualifications. The procedure must demonstrate how the Contractor intends to provide comprehensive oversight and quality control throughout recruiting, vetting, and selecting of qualified applicants from a pool of candidates.

C.4.1 CSO/LCSO Qualification Standards

The Contractor shall provide security personnel who meet the following minimum

C-9 qualifications. In addition, each applicant must undergo and pass suitability and background investigation requirements as determined by the USMS. Each candidate shall:

Be a citizen of the United States of America.

Be at least 21 years of age. While there is no maximum age limit for CSO positions, all applicants shall be able to withstand the physical demands of the job and be capable of responding to emergency situations.

Be a high school graduate or have a General Educational Development (GED), or equivalency.

Be able to read, write, and speak the English language fluently.

Possess a valid, unrestricted (except eyeglass wear) state driver’s license.

Ensure each individual designated to perform as a CSO has successfully completed or graduated from a certified Federal, state, county, local or military law enforcement training academy or program that provided instruction on the use of police powers in an armed capacity while dealing with the public. The certificate shall be recognized by a Federal, state, county, local or military authority, and provide evidence that an individual is eligible for employment as a law enforcement officer. In cases where a CSO applicant did not receive a certificate, the Contractor shall provide a signed statement from a supervisory official of the department or agency indicating that an applicant was employed as a law enforcement officer and that no certificate or diploma was issued. The statement shall include all dates of employment the individual served in a law enforcement capacity. The Contractor shall also include a copy of the signed statement with the CSO application.

Have the equivalent of at least three (3) calendar years of verifiable experience as a certified law enforcement officer or its military equivalency. Military equivalency can be verified through the applicant’s DD-214 Certificate of Release or Discharge from Active Duty. The experience will have included general arrest authority (this experience does not have to be consecutive). All three (3) years shall have occurred within the last seven (7) years. (Note:

this requirement is not applicable to CSOs currently serving in the capacity of a CSO for the USMS or under the preceding USMS contract and may be waived in remote geographic locations following a case- by-case review by the OCS.) This requirement is waived for separated or returning CSOs provided they have served under this or a prior CSO contract within the previous three (3) years. General arrest authority is defined as the authority conveyed upon a person to make felony arrests of persons not under a custodial arrangement (prisoner, probation or parole violator) throughout a valid jurisdiction. The state or federal codes specific to the person’s qualifying experience shall be used to determine the CSO applicant’s arrest authority. The Contractor shall verify the CSO applicant’s arrest authority prior to submitting the application for approval.

Be free from conviction of any felony.

Be free from conviction of any misdemeanor crime of domestic violence in accordance with United States Code Title 18 U.S.C. § 922 (g)(9) Unlawful acts. The term “convicted” is generally defined in the statute as excluding any person whose conviction has been expunged, set aside, or pardoned.

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C.4.2 IS and CM QUALIFICATION STANDARDS

C.4.2.1 The IS shall meet or exceed the following minimum requirements:

Be a citizen of the United States of America.

Fluently read, speak, comprehend, and compose coherent written reports in English.

Possess three years law enforcement experience and have five (5) years of supervisory and/or management experience involving the direct oversight of employees and evaluating employee performance within the last 5 years

Pass a background investigation at a level deemed necessary (see Section C.8 Government’s Background Investigation Procedures).

C.4.2.2 The CM shall meet or exceed the following minimum requirements:

Be a citizen of the United States of America.

Fluently read, speak, comprehend, and compose coherent written reports in English.

Possess a Bachelor's degree and course work and/or professional certifications relevant to contract management such as: (Note: this requirement is waived at the discretion of the Contracting Officer for CMs currently serving in the capacity of CMs for the USMS or under the preceding CSO contract.).

Degree concentration or advanced degrees in business related disciplines; or, Certified Professional Contract Manager (CPCM) and/or Certified Federal

Contract Manager (CFCM) from the National Contract Management Association (NCMA); or, U.S. Government Certification and/or position classification as Contracting Officer, Contracting Officer’s Representative (or Technical Representative)

Pass a background investigation at a level deemed necessary (see Section C.8 Government’s Background Investigation Procedures).

Have five (5) years of contract management experience supporting contracts for:

Armed Security Services, Military Security Services, or Law Enforcement Services;

OR:

Have five (5) years of contract management experience with contracts that are reasonably similar in size and complexity;

OR:

Have five (5) years of experience as a Senior Level Manager in Law Enforcement (a senior

Level Manager is defined as supervising at least two (2) management level subordinates.)

C.4.2.3 The Government will review and approve the Contractor’s recommendation for all IS and CM positions. The Contractor shall notify the Government, in writing and in advance according to Section H.11 Key Personnel, should there be any change in the supervisory personnel, IS or CM position. A copy of this notification shall be provided to the Chief, OCS via CSO-001 Court Security Officer Staffing Notification Attachment J.2(A).

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C.5 CONTRACTOR’S VETTING REQUIREMENTS

C.5.1 The Contractor shall take all necessary steps to ensure that all individuals serving under the contract are reliable, reputable, and have satisfied all training and experience requirements in accordance with the Contract.

C.5.2 The Contractor shall conduct a preliminary background check on all CSO applicants and other Contractor personnel working on this contract. The costs for conducting the preliminary background checks on CSO applicants and other personnel shall be the responsibility of the Contractor. At a minimum, the Contractor shall employ methods to independently verify and ensure prospective applicants meet or exceed the minimum requirements set forth in Section C.4 Qualifications. In addition the Contractor shall complete, certify and submit a CSO-005 Preliminary Background Check Form Attachment J.2(C) for each CSO applicant.

C.5.3 The Contractor shall have a selection process in place that can evaluate potential applicants’ character as it relates to their ability to:

Understand, explain, interpret, and apply rules, regulations, directives, and procedures Possess self-confidence, poise, and the ability to make sound decisions and react quickly under stressful conditions Possess the ability to prepare clear and concise reports Possess the ability to learn and adapt to changing situations Possess the ability to accept and respond to instruction and direction

C.5.4 While the Government performs individual background investigations, doing so shall not, in any manner, relieve the Contractor of its responsibility to complete the preliminary background checks and assure that each applicant meets the qualifications prescribed in Section C.4 Qualifications. In the event that a strike or an emergency impedes continuation of the services provided under the resultant contract, the Government may expedite background investigative procedures, as deemed necessary. The Government will not waive the minimum CSO qualification requirements stipulated in Section C.4 Qualifications.

C.6 APPLICATION PACKAGE REQUIREMENTS

C.6.1 The Contractor shall have in place a detailed written Standard Operating Procedure to ensure that all applicable forms identified in the Statement of Work are complete, accurate, and have been reviewed in accordance with the Contractor’s Quality Assurance/Quality Control Plan.

C.6.2 The Contractor shall submit a complete and accurate application package to the OCS, for each individual proposed to work in any capacity on the resultant contract. The complete package should be uploaded to the Contractor’s respective folder in the Justice Enterprise File Sharing (JEFS)

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Network.

C.6.3 CSO Package A complete application package consists of the following forms and must be submitted together at the same time:

CSO-001 Court Security Officer Staffing Notification (Must be typed fillable form)

CSO-004 Acknowledgement of Conditions of Court Security Officer Eligibility

CSO-005 Preliminary Background Check Form (Must be typed fillable form signed 120 days of submission)

CSO-007 Certificate of Compliance: The Lautenberg Amendment

CSO-229 Certificate of Medical Examination for Court Security Officers

CSO-230 Reviewing Medical Officer's Certification of CSO Medical Qualification

DOJ-555 United States Department of Justice, Disclosure and Authorization Pertaining to Consumer Reports Pursuant to the Fair Credit Reporting Act

OF-306 Declaration for Federal Employment (must be signed within 120 days of submission)

DD-214 Certificate of Release or Discharge from Active Duty, to include character of discharge (if applicable)

Photocopy of the applicant’s official law enforcement training certification (see C.4.1: In cases where a CSO applicant did not receive a certificate, the Contractor shall provide a signed statement from a supervisory official of the department or agency indicating that an applicant was employed as a law enforcement officer and that no certificate or diploma was issued.)

Fingerprints will be collected electronically via a Field print fingerprint collection site.

A complete package consists of all above listed documents and any ancillary medical reports, tests, or any other medical reports submitted by the Applicant, either voluntarily or at the request of the Reviewing Medical Officer during the medical review process, must be included in the Applicant’s initial CSO 229/CSO 230 package. Upon receipt of the complete CSO Applicant package, the government will initiate a background investigation via the e-QIP portal. Upon completion of e-QIP, and once notified, the CSO must complete the fingerprinting process with the established electronic fingerprinting service within seven (7) calendar days. If the applicant experiences issues with the electronic fingerprinting service, the applicant shall notify OCS within one (1) business day to identify and solution acceptable to the government and agreeable to the CSO Contractor.

*The OF-306 and CSO-005 must be signed within 120 days of submission. Any applicant/incumbent package containing a form with a signature date more than 120 days from the date of submission will be rejected.

**The CSO-229/230 must be submitted with all ancillary medical reports, tests, or any other information utilized by the RMO to make a medical determination.

C.6.4 Intermediate Level Supervisor(s) and CM Package A complete application package consists of the following forms and must be submitted together at

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CSO-001 Court Security Officer Staffing Notification (Must be typed fillable form)

DOJ-555 United States Department of Justice, Disclosure and Authorization Pertaining to Consumer Reports Pursuant to the Fair Credit Reporting Act

OF-306 Declaration for Federal Employment (must be signed within 120 days of submission)

DD-214 Certificate of Release or Discharge from Active Duty, to include character of discharge (if applicable)

Copy of current resume

Copy of college transcripts (CMs only)

Fingerprints will be collected electronically via a FieldPrint fingerprint collection site.

Upon receipt of the complete Applicant package, the government will initiate a background investigations via the e-QIP portal. Upon completion of e-QIP, and once notified, the applicant must schedule a time to complete the fingerprinting process with the established electronic fingerprinting service within seven (7) business days. If the applicant experiences issues with the electronic fingerprinting service, the applicant shall notify OCS within one (1) business day to identify and solution acceptable to the government and agreeable to the CSO Contractor.

*The OF-306 and CSO-005 must be signed within 120 days of submission. Any applicant/incumbent package containing a form with a signature date more than 120 days from the date of submission will be rejected.

C.7 TURNOVER

C.7.1 The Contractor shall take necessary measures to minimize CSO turnover and ensure that all required CSO positions are filled in a timely manner.

C.7.2 When an authorized position (CSO, LCSO, SSO or LSSO) becomes vacant, the Contractor must submit a CSO-001 Court Security Officer Staffing Notification Attachment J.2(A) to OCS within three (3) calendar days of the position becoming vacant. If the vacancy will be filled by a new applicant, the Contractor shall submit a new application package to the OCS within 21 calendar days after the vacancy occurs.

C.7.3 In the event the Contractor elects to fill a vacant position by transferring a CSO incumbent currently employed with the vendor, the Contractor shall submit a CSO-001 Court Security Officer Staffing Notification Attachment J.2(A) to OCS within three (3) calendar days of the transfer request. If the original vacancy will be filled by an incumbent, the Contractor shall submit a new application package to the OCS for the incumbent’s newly vacant position within 21 calendar days after the original vacancy occurred.

C.7.4

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A transfer of an incumbent CSO between two companies currently awarded CSO Contracts will require an advance determination of the CSO’s transfer eligibility. Request for transfer eligibility shall be submitted in writing by email to OCS.Apps@usdoj.gov. Upon receipt of the written request OCS will review the CSO’s records and advise the vendor of the CSO’s transfer eligibility. Determination of a CSO’s eligibility does not preclude the vendor from vetting the transferring CSO in accordance with the requirements as outlined in this SOW; determination provides the Contractor with the USMS’s records regarding the CSO’s current Medical Qualification and Background Investigation status.

C.7.5 To be determined eligible for a transfer, a CSO shall meet all suitability, medical, and training requirements specified in the Statement of Work of the gaining vendor.

C.7.6 Any CSO resuming performance on the contract through the CSO Application process is subject to the current CSO Phase II Training and Qualification requirements. Each CSO must successfully complete all training requirements outline in Attachment J.7(G), CSO Phase II Orientation Training Program and the approved CSO Phase II Training Plans submitted in accordance with Section C.13.1.

C.7.7 Any CSO returning to the contract after an absence greater than 12 months but less than 18 months is required to attend and successfully complete the approved Annual Training as outlined in Section C.12.5 and Attachment J.7(C), Annual Training Program submitted in accordance with Section C.13.1 prior to operating screening equipment.

C.7.8 Any CSO returning to the contract after an absence greater 18 months is required to attend and successfully complete the approved In-District Phase I Orientation as outlined in Section C.12.3, and Attachment J.7(B), In-District Phase I Orientation Training Program. Each CSO must also attend and successfully complete the approved Annual Training as outlined in Section C.12.5 and Attachment J.7(C), Annual Training Program. Both Training Programs completed by the returning CSO must be submitted and approved in accordance with Section C.13.1 prior to operating screening equipment.

C.8 GOVERNMENT’S BACKGROUND INVESTIGATION PROCEDURES

C.8.1 The USMS will initiate a Government background investigation upon receipt of complete application package(s) per Section C.6 Application Package Requirements on all CSO, LCSO, Intermediate Level Supervisors (IS), and CM applicants. The Government will conduct the investigation at the level deemed necessary on all CSO, LCSO, DS, and CM applicants. All investigations will be initiated via the e-QIP portal and must be completed by the applicant within three (3) business days.

The investigation will be completed by the Government’s investigation service provider.

C.8.2

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Upon completion of the initial background investigation, the OCS will review the findings to determine if the individual is suitable to perform under this contract in accordance with criteria outlined in the Code of Federal Regulation, Title 5 C.F.R. § 731, Suitability and the Homeland Security Presidential Directive-12 (HSPD-12), Policy for a Common Identification Standard for Federal Employees and Contractors. The Government’s primary concern is to determine whether the individual’s presence or performance under this contract could pose a potential threat or risk to the U.S. Courts, the Government, or the public.

Derogatory information discovered during the investigation process may render the individual unsuitable to perform under this contract.

C.8.3 The Government reserves the right to conduct periodic re-investigations, at a level deemed necessary, on all Contractor personnel working on this contract at any time for any reason.

Derogatory information discovered during the re-investigation process may render the individual unsuitable to perform under this contract.

C.8.4 If a CSO is temporarily removed or resigns from performing services under this contract; the Government, at its discretion, may require the individual to undergo another background investigation before resuming a CSO position. At the discretion of the Government, the Contractor shall complete and submit the necessary forms for a background investigation to the OCS.

C.9 PHYSICAL AND MEDICAL STANDARDS

C.9.1 General The Contractor shall ensure all uniformed employees working under the contract meet the medical requirements described in CSO Physical and Medical Standards Attachment J.4(E).

The Contractor is also responsible for ensuring that all employees are able to perform the essential functions as described below, with any reasonable accommodation. These requirements are job related and consistent with business necessity and based on a job task analysis of the CSO position. If one of the Contractor’s employees alleges that he/she has a disability and requires a reasonable accommodation to perform the essential functions of the job, it is the Contractor’s sole responsibility to discuss reasonable accommodation with its employee and to decide what accommodation, if any, to provide at its own expense.

The Contractor is responsible for complying with all provisions of the Americans with Disabilities Act of 1990 (ADA).

C.9.1.1 When recruiting or considering applicants to perform under this contract, the Contractor shall ensure that the individual can withstand the physical demands of the position. All individuals performing in a CSO position shall be physically fit and be able to meet all of the physical and performance requirements of this contract.

C.9.1.2 The duties and responsibilities of a CSO require frequent and prolonged walking, standing, running, sitting, and stooping without assistance. In addition, a CSO is required

C-16 to subdue violent or potentially violent people. Physical stamina in all of its forms (e.g., mental, climatic) is a basic requirement of this position. Therefore, “light duty” post assignments are not available under this contract.

C.9.1.3 The Contractor shall encourage its employees working as CSOs to maintain a fitness program.

Staying physically fit shall help the individuals performing as CSOs endure the stress generally associated with the performance demands of this contract and prepare them to respond to emergencies.

C.9.1.4 The medical condition of the CSO workforce is critical to the overall safety of the Judiciary. As such, the medical examination process is part of the overall clearance process. To ensure that each CSO is medically qualified to perform all of the essential functions of the CSO position, each prospective CSO shall undergo a medical examination and meet all of the medical standards stated in this contract. Thereafter, each CSO shall undergo and pass a biennial examination during the life of the contract for qualification purposes. The Contractor shall ensure that each CSO undergo and pass a subsequent biennial examination to occur during their birth month. Incumbent CSOs must be medically qualified within 180 days of the CSO 229 examination date. If not medically qualified within the 180 days of the CSO 229 examination date, the CSO must be removed from contract performance and/or disqualified for noncompliance.

C.9.1.5 The Government reserves the right to require a CSO to undergo a medical examination whenever such actions are necessary to ensure the safety and security of the Judiciary. The medical qualification shall be determined by the Reviewing Medical Officer based upon the results of each required medical examination. Therefore, a CSO can be determined unsuitable to perform under this contract at any time for medical reasons.

C.9.1.6 Each CSO, including CSO applicants, shall meet the medical standards outlined below. Failure to meet any one of the required medical and/or physical qualifications shall disqualify an individual from performing as a CSO under this contract. Medical and/or physical qualification standards required of a CSO may not be changed and job functions cannot be reallocated to accommodate a CSO who fails to meet any of the contract standards. The Contractor shall not allow any applicant to perform under this contract until the individual’s qualification status has been determined by the Reviewing Medical Officer and a written approval has been granted by the Chief, OCS.

C.9.2 Selecting and Qualifying Physicians

C.9.2.1 The Contractor shall establish and maintain a list of licensed American Medical Association (AMA) certified physicians to perform and document medical examinations for all CSOs on behalf of their company. The Contractor shall also establish and maintain a list of licensed physicians who are designated as Reviewing Medical Officers (RMOs) on behalf of their company. The Contractor shall designate licensed physicians for each city in a given District where CSOs are assigned.

C.9.2.2

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Designated examining physicians and RMOs shall possess a current unencumbered State medical license and a board certification to practice in their field of expertise in the United States or a United States territory. The designated examining physician must possess a current unencumbered medical license issued by the State or US territory Medical Board in which he/she performs the CSO medical examination. The Reviewing Medical Officer must possess a current unencumbered medical license issued by the State or US Territory Medical Board in which he/she performs the reviews. The designated examining physician shall possess and use medical equipment and supplies that are essential for conducting a complete and comprehensive occupational health medical examination in conjunction with the medical standards as stated in C.9.5 Medical Standards.

C.9.2.3 To qualify a physician as a designated CSO medical examination physician or a Reviewing Medical Officer, the Contractor shall maintain on file a detailed resume of the physician’s credentials and employment history and written certification that the credentials of the respective physician have been verified for accuracy and authenticated by accrediting agencies, medical schools, residency training programs, licensing boards, and other data sources. In addition, the Contractor shall maintain on file, an annual written certification that each designated examining physician and Reviewing Medical Officer continues to be licensed by the State Board of Medical Examiners to practice in their field of expertise.

C.9.2.4 All required physicians’ records shall remain on file with the Contractor during the entire contract period, or as otherwise directed by the Government. These records shall be centrally maintained at the Contractor’s Headquarters Office and available to the Government and produced for the purpose of periodic compliance reviews or upon the request of the Government. The Contractor is responsible for the quality of the medical reviews and the oversight/auditing of its subcontractor medical providers/Reviewing Medical Officers.

C.9.2.5 The USMS reserves the right to disqualify physicians from providing services under this contract, at any time, if: (1) their license has been suspended or revoked by a licensing board; (2) they have been convicted of a Federal crime; or (3) their performance is considered unsatisfactory by the Government.

C.9.3 Medical Examination Process

C.9.3.1

The Contractor shall require all CSOs and each CSO applicant to complete a comprehensive medical form CSO-229 Certification of Medical Examination for Court Security Officers, see Attachment J.2(H), and undergo a medical examination by a designated examining physician.

C.9.3.2 The Contractor shall require the examining physician to record the CSOs (both applicants and incumbents) medical results on the CSO-229 when the examination is being administered and sign the form after completion of the examination. All positively checked history items must be accompanied by a detailed description of all positive and pertinent negative examination findings related to that item. All ancillary medical reports, tests, or any other medical reports submitted by

C-18 the CSO/Applicant for review during their examination, either voluntarily or at the request of the Reviewing Medical Officer during the medical review process, must be included in the Applicant’s initial CSO 229/CSO 230 packages for review by the Reviewing Medical Officer and submitting with the applicant package . For incumbent CSO medical compliance audit reviews (as requested by the Government), any/all information requested by and submitted to the Reviewing Medical Officer shall be provided with the Incumbent’s 229 examination for review.

All corrections made by the examining physician or examining facility staff member must be done by drawing a single line through the information which is being corrected and initialing the corrections. The use of white out or correction tape on the CSO-229 is strictly prohibited. The information stated on the CSO-229, including any required additional information (e.g., printouts or reports of lab data, electrocardiogram, vision and hearing test records, a summary of the applicant’s treatment plan, etc.) shall be legible, truthful, complete and precise, in order for the Reviewing Medical Officer to render a sound medical determination. In addition, to ensure the integrity and privacy of the medical examination, the Contractor shall require the examining physician/clinic to send a copy of the results of the medical examination directly to the Contractor in a sealed envelope. The Contractor must maintain a copy of the completed 229 examination and all additional medical information utilized in the performance of the medical review for USMS compliance review/auditing purposes.

C.9.3.3 The Contractor on a monthly basis shall submit a list of all CSO who underwent a 229 examination that month. The list must include the CSOs full name, CSO ID number, District, and date of examination. This list is due by the 10th day of the next/proceeding month via the JEFS portal.

C.9.3.4 Incomplete CSO-229s will delay the process of qualifying an individual and thus impact the Contractor’s performance and ability to supply the required security coverage. For that reason, the Contractor shall establish and enforce quality assurance procedures to minimize such delays.

C.9.3.5 If, for any reason, the Reviewing Medical Officer is unable to make a final medical determination or it is necessary to clarify or prove that a disqualifying condition has been corrected or eliminated, the RMO will issue a request for additional information from the Contractor.

C.9.3.6 After reviewing all the medical documentation, the Reviewing Medical Officer will determine whether the individual meets the medical standards as outlined in this contract. The Reviewing Medical Officer will notify the Contractor of their findings and the Contractor shall provide the CSO-230 Reviewing Medical Officer's Certification of CSO Medical Qualification with the applicant’s package.