SF1449.pdf

RFQ IFB RFP

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

1. REQUISITION NUMBER PAGE OF

2. CONTRACT NO. 3. AWARD/EFFECTIVE

DATE

4. ORDER NUMBER 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE

DATE

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME b. TELEPHONE NUMBER (No collect calls)

8. OFFER DUE DATE/

LOCAL TIME

9. ISSUED BY

13b. RATING

14. METHOD OF SOLICITATION

CODE

15. DELIVER TO 16. ADMINISTERED BY CODE

18a. PAYMENT WILL BE MADE BY CODEFACILITY

CODE

CODE

TELEPHONE NO.

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

OFFER

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

BELOW IS CHECKED

SEE ADDENDUM

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

(Use Reverse and/or Attach Additional Sheets as Necessary)

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

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED

29. AWARD OF CONTRACT: REF.

DATED . YOUR OFFER ON SOLICITATION

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR

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

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

31b. NAME OF CONTRACTING OFFICER (Type or print) 31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

OFFER

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

12. DISCOUNT TERMS

ARE ARE NOT ATTACHED

ARE ARE NOT ATTACHED

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

17a CONTRACTOR/

OFFEROR.

CODE

8 (A)

SIZE STANDARD:

NAICS:

% FOR:SET ASIDE:UNRESTRICTED OR

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SMALL BUSINESS

10. THIS ACQUISITION IS

EDWOSB

SMALL BUSINESS PROGRAM

STANDARD FORM 1449 (REV. 2/2012) BACK

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

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

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE

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

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

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

40. PAID BY

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELPHONE NUMBER OF AUTHORZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

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

CORRECT FOR

PARTIAL FINAL

37. CHECK NUMBER

38. S/R ACCOUNT NO. 39. S/R VOUCHER NUMBER

36. PAYMENT

COMPLETE PARTIAL FINAL

SCHEDULE Continued

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

The purpose of this contract is to provide student data privacy courses for the Department.

0001 Base Training - September 23, 2020-September 22,

0.00 SE

0002 Optional Task Peer Review Training E-Learning -

September 23, 2021-September 22, 2022

0003 Optional Task Panel Monitor E-Taining - September 23, 2022-September 22, 2023

PAGE 3 OF 83 91990020R0031

Table of Contents

52.212-1INSTRUCTIONS TO OFFERORS--COMMERCIAL ITEMS (JUN 2020)

Addenda to 52.212-1

52.242-5 PAYMENTS TO SMALL BUSINESS SUBCONTRACTORS (JAN 2017)

3452.224-70 RELEASE OF INFORMATION UNDER THE FREEDOM OF INFORMATION ACT (MAY 2011)

3452.227-70 PUBLICATION AND PUBLICITY (MAY 2011)

3452.227-71 ADVERTISING OF AWARDS (MAY 2011)

3452.227-72 USE AND NON-DISCLOSURE AGREEMENT (MAY 2011)

3452.227-73 LIMITATIONS ON THE USE OR DISCLOSURE OF GOVERNMENT-FURNISHED INFORMATION MARKED WITH

RESTRICTIVE LEGENDS (MAY 2011)

3452.242-73 ACCESSIBILITY OF MEETINGS, CONFERENCES, AND SEMINARS TO PERSONS WITH DISABILITIES (MAY

2011)

52.202-1DEFINITIONS (JUN 2020)

52.203-5 COVENANT AGAINST CONTINGENT FEES (MAY 2014)

52.203-6RESTRICTIONS ON SUBCONTRACTOR SALES TO THE GOVERNMENT (JUN 2020)

52.203-7ANTI-KICKBACK PROCEDURES (JUN 2020)

52.203-12LIMITATION ON PAYMENTS TO INFLUENCE CERTAIN FEDERAL TRANSACTIONS (JUN 2020)

52.203-17CONTRACTOR EMPLOYEE WHISTLEBLOWER RIGHTS AND REQUIREMENT TO INFORM EMPLOYEES OF WHISTLEBLOWER

RIGHTS (JUN 2020)

52.204-10REPORTING EXECUTIVE COMPENSATION AND FIRST-TIER SUBCONTRACT AWARDS (JUN 2020)

52.204-16 COMMERCIAL AND GOVERNMENT ENTITY CODE REPORTING (JUL 2016)

52.204-19 INCORPORATION BY REFERENCE OF REPRESENTATIONS AND CERTIFICATIONS (DEC 2014)

52.204-21 BASIC SAFEGUARDING OF COVERED CONTRACTOR INFORMATION SYSTEMS (JUN 2016)

52.204-24 REPRESENTATION REGARDING CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR EQUIPMENT

(DEC 2019)

52.204-26 COVERED TELECOMMUNICATIONS EQUIPMENT OR SERVICES--REPRESENTATION (DEC 2019)

52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT 2018)

52.212-2 EVALUATION--COMMERCIAL ITEMS (OCT 2014)

Addenda to 52.212-2

52.212-3OFFEROR REPRESENTATIONS AND CERTIFICATIONS--COMMERCIAL ITEMS (JUN 2020)

52.212-4 CONTRACT TERMS AND CONDITIONS--COMMERCIAL ITEMS (OCT 2018)

52.212-5CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE ORDERS--COMMERCIAL

ITEMS (JUN 2020)

52.216-24 LIMITATION OF GOVERNMENT LIABILITY (APR 1984)

52.216-25 CONTRACT DEFINITIZATION (OCT 2010)

52.217-5 EVALUATION OF OPTIONS (JUL 1990)

52.217-7 OPTION FOR INCREASED QUANTITY--SEPARATELY PRICED LINE ITEM (MAR 1989)

52.222-17{52.222-17} [Reserved]

52.225-25PROHIBITION ON CONTRACTING WITH ENTITIES ENGAGING IN CERTAIN ACTIVITIES OR TRANSACTIONS RELATING

TO IRAN--REPRESENTATION AND CERTIFICATIONS (JUN 2020)

52.227-14 RIGHTS IN DATA--GENERAL (MAY 2014)

52.232-1 PAYMENTS (APR 1984)

52.232-39 UNENFORCEABILITY OF UNAUTHORIZED OBLIGATIONS (JUNE 2013)

52.232-40 PROVIDING ACCELERATED PAYMENTS TO SMALL BUSINESS SUBCONTRACTORS (DEC 2013)

52.233-2 SERVICE OF PROTEST (SEP 2006)

52.244-6SUBCONTRACTS FOR COMMERCIAL ITEMS (JUN 2020)

52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

3452.201-70 CONTRACTING OFFICER`s REPRESENTATIVE (COR) (MAY 2011)

3452.202-1 DEFINITIONS--DEPARTMENT OF EDUCATION (MAY 2011)

3452.208-71 PRINTING (MAY 2011)

3452.209-70 CONFLICT OF INTEREST CERTIFICATION (MAY 2011)

PAGE 4 OF 83 91990020R0031

Table of Contents

3452.209-71 CONFLICT OF INTEREST (MAY 2011)

3452.237-71 OBSERVANCE OF ADMINISTRATIVE CLOSURES (MAY 2011)

3452.239-71 DEVIATION (2020-01)Notice to Offerors of Department Security Requirements (DEVIATION)... 45

3452.239-72 DEVIATION (2020-01)Department Security Requirements (DEVIATION)

3452.243-70 KEY PERSONNEL (MAY 2011)

306-1cINVOICE AND CONTRACT FINANCING REQUESTS SUBMISSION - IPP (MAY 2018)

307-19REDACTED PROPOSALS (DECEMBER 1998)

309-1aLIST OF ATTACHMENTS

Attachment A

Attachment B

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CLAUSES

52.212-1 INSTRUCTIONS TO OFFERORS--COMMERCIAL ITEMS (JUN 2020)

(a) North American Industry Classification System (NAICS) code and small business size standard.

The NAICS code(s) and small business size standard(s) for this acquisition appear elsewhere in the solicitation. However, the small business size standard for a concern which submits an offer in its own name, but which proposes to furnish an item which it did not itself manufacture, is 500 employees.

(b) Submission of offers. Submit signed and dated offers to the office specified in this solicitation at or before the exact time specified in this solicitation. Offers may be submitted on the SF 1449, letterhead stationery, or as otherwise specified in the solicitation. As a minimum, offers must show--

(1) The solicitation number;

(2) The time specified in the solicitation for receipt of offers;

(3) The name, address, and telephone number of the offeror;

(4) A technical description of the items being offered in sufficient detail to evaluate compliance with the requirements in the solicitation. This may include product literature, or other documents, if necessary;

(5) Terms of any express warranty;

(6) Price and any discount terms;

(7) Remit to address, if different than mailing address;

(8) A completed copy of the representations and certifications at FAR 52.212-3 (see FAR 52.212-3(b) for those representations and certifications that the offeror shall complete electronically);

(9) Acknowledgment of Solicitation Amendments;

(10) Past performance information, when included as an evaluation factor, to include recent and relevant contracts for the same or similar items and other references (including contract numbers, points of contact with telephone numbers and other relevant information); and

(11) If the offer is not submitted on the SF 1449, include a statement specifying the extent of agreement with all terms, conditions, and provisions included in the solicitation. Offers that fail to furnish required representations or information, or reject the terms and conditions of the solicitation may be excluded from consideration.

(c) Period for acceptance of offers. The offeror agrees to hold the prices in its offer firm for 30 calendar days from the date specified for receipt of offers, unless another time period is specified in an addendum to the solicitation.

(d) Product samples. When required by the solicitation, product samples shall be submitted at or prior to the time specified for receipt of offers. Unless otherwise specified in this solicitation, these samples shall be submitted at no expense to the Government, and returned at the sender`s request and expense, unless they are destroyed during preaward testing.

(e) Multiple offers. Offerors are encouraged to submit multiple offers presenting alternative terms and conditions, including alternative line items (provided that the alternative line items are consistent with subpart 4.10 of the Federal Acquisition Regulation), or alternative commercial items for satisfying the requirements of this solicitation. Each offer submitted will be evaluated separately.

(f) Late submissions, modifications, revisions, and withdrawals of offers.

(1) Offerors are responsible for submitting offers, and any modifications, revisions, or withdrawals, so as to reach the Government office designated in the solicitation by the time specified in the solicitation. If no time is specified in the solicitation, the time for receipt is 4:30 p.m., local time, for the designated Government office on the date that offers or revisions are due.

(2)

(i) Any offer, modification, revision, or withdrawal of an offer received at the Government office designated in the solicitation after the exact time specified for receipt of offers is late and will not be considered unless it is received before award is made, the Contracting Officer determines that accepting the late offer would not unduly delay the acquisition; and--

(A) If it was transmitted through an electronic commerce method authorized by the solicitation, it was received at the initial point of entry to the Government infrastructure not later than 5:00 p.m. one working day prior to the date specified for receipt of offers; or

(B) There is acceptable evidence to establish that it was received at the Government installation designated for receipt of offers and was under the Government`s control prior to the time set for receipt of offers; or

(C) If this solicitation is a request for proposals, it was the only proposal received.

(ii) However, a late modification of an otherwise successful offer, that makes its terms more favorable to the Government, will be considered at any time it is received and may be accepted.

(3) Acceptable evidence to establish the time of receipt at the Government installation includes the time/date stamp of that installation on the offer wrapper, other documentary evidence of receipt maintained by the installation, or oral testimony or statements of Government personnel.

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(4) If an emergency or unanticipated event interrupts normal Government processes so that offers cannot be received at the Government office designated for receipt of offers by the exact time specified in the solicitation, and urgent Government requirements preclude amendment of the solicitation or other notice of an extension of the closing date, the time specified for receipt of offers will be deemed to be extended to the same time of day specified in the solicitation on the first work day on which normal Government processes resume.

(5) Offers may be withdrawn by written notice received at anytime before the exact time set for receipt of offers. Oral offers in response to oral solicitations may be withdrawn orally. If the solicitation authorizes facsimile offers, offers may be withdrawn via facsimile received at any time before the exact time set for receipt of offers, subject to the conditions specified in the solicitation concerning facsimile offers. An offer may be withdrawn in person by an offeror or its authorized representative if, before the exact time set for receipt of offers, the identity of the person requesting withdrawal is established and the person signs a receipt for the offer.

(g) Contract award (not applicable to Invitation for Bids). The Government intends to evaluate offers and award a contract without discussions with offerors. Therefore, the offeror`s initial offer should contain the offeror`s best terms from a price and technical standpoint. However, the Government reserves the right to conduct discussions if later determined by the Contracting Officer to be necessary. The Government may reject any or all offers if such action is in the public interest; accept other than the lowest offer; and waive informalities and minor irregularities in offers received.

(h) Multiple awards. The Government may accept any item or group of items of an offer, unless the offeror qualifies the offer by specific limitations. Unless otherwise provided in the Schedule, offers may not be submitted for quantities less than those specified. The Government reserves the right to make an award on any item for a quantity less than the quantity offered, at the unit prices offered, unless the offeror specifies otherwise in the offer.

(i) Availability of requirements documents cited in the solicitation.

(1)

(i) The GSA Index of Federal Specifications, Standards and Commercial Item Descriptions, FPMR Part 101-29, and copies of specifications, standards, and commercial item descriptions cited in this solicitation may be obtained for a fee by submitting a request to-- GSA Federal Supply Service Specifications Section Suite 8100 470 East L`Enfant Plaza, SW Washington, DC 20407 Telephone (202) 619-8925 Facsimile (202) 619-8978.

(ii) If the General Services Administration, Department of Agriculture, or Department of Veterans Affairs issued this solicitation, a single copy of specifications, standards, and commercial item descriptions cited in this solicitation may be obtained free of charge by submitting a request to the addressee in paragraph (i)(1)(i) of this provision. Additional copies will be issued for a fee.

(2) Most unclassified Defense specifications and standards may be downloaded from the following ASSIST websites:

(i) ASSIST (https://assist.dla.mil/online/start).

(ii) Quick Search (http://quicksearch.dla.mil/).

(iii) ASSISTdocs.com (http://assistdocs.com).

(3) Documents not available from ASSIST may be ordered from the Department of Defense Single Stock Point (DoDSSP) by--

(i) Using the ASSIST Shopping Wizard (https://assist.dla.mil/wizard/index.cfm);

(ii) Phoning the DoDSSP Customer Service Desk (215) 697-2179, Mon-Fri, 0730 to 1600 EST; or

(iii) Ordering from DoDSSP, Building 4, Section D, 700 Robbins Avenue, Philadelphia, PA 19111-5094, Telephone (215) 697-2667/2179, Facsimile (215) 697-1462.

(4) Nongovernment (voluntary) standards must be obtained from the organization responsible for their preparation, publication, or maintenance.

(j) Unique entity identifier. (Applies to all offers that exceed the micro-purchase threshold, and offers at or below the micro-purchase threshold if the solicitation requires the Contractor to be registered in the System for Award Management (SAM).) The Offeror shall enter, in the block with its name and address on the cover page of its offer, the annotation "Unique Entity Identifier" followed by the unique entity identifier that identifies the Offeror`s name and address. The Offeror also shall enter its Electronic Funds Transfer (EFT) indicator, if applicable. The EFT indicator is a four-character suffix to the unique entity identifier. The suffix is assigned at the discretion of the Offeror to establish additional SAM records for identifying alternative EFT accounts (see FAR subpart 32.11) for the same entity. If the Offeror does not have a unique entity identifier, it should contact the entity designated at www.sam.gov for unique entity identifier establishment directly to obtain one. The Offeror should indicate that it is an offeror for a Government contract when contacting the entity designated at www.sam.gov for establishing the unique entity identifier.

(k) Reserved.

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(l) Debriefing. If a post-award debriefing is given to requesting offerors, the Government shall disclose the following information, if applicable:

(1) The agency`s evaluation of the significant weak or deficient factors in the debriefed offeror`s offer.

(2) The overall evaluated cost or price and technical rating of the successful and the debriefed offeror and past performance information on the debriefed offeror.

(3) The overall ranking of all offerors, when any ranking was developed by the agency during source selection.

(4) A summary of the rationale for award;

(5) For acquisitions of commercial items, the make and model of the item to be delivered by the successful offeror.

(6) Reasonable responses to relevant questions posed by the debriefed offeror as to whether source-selection procedures set forth in the solicitation, applicable regulations, and other applicable authorities were followed by the agency.

(End Of Provision)

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Addenda to 52.212-1

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U.S. DEPARTMENT OF EDUCATION (DEPARTMENT)

OFFICE OF EDUCATIONAL TECHNOLOGY (OET)

STUDENT DATA PRIVACY COURSES

Technical and Business Proposal Instructions

Overview

Vendors shall indicate how they propose to carry out the tasks outlined in the PWS and shall not merely repeat the language of the PWS. Vendors shall fully and in detail explain the strategies, operations, and procedures they propose, task by task. Vendors shall demonstrate their understanding of the purpose, requirements, complexities, and difficulties of this contract and how they propose to respond to them.

Vendors are encouraged to suggest better, more efficient, or creative ways to fulfill the requirements than have been outlined in the Performance Work Statement (PWS). To encourage vendors to use their expertise and creativity, the PWS describes the purpose, identifies design considerations, and outlines the tasks for the project, but these are a starting point; vendors may suggest technical improvements or alternatives and shall justify and provide specific details about how they propose to accomplish the work.

Please note that the successful contractor must start work immediately after award and shall not require any additional training.

Proposal Instructions

The vendor’s submission shall consist of two volumes - Volume 1: Technical Proposal and Volume 2: Business Proposal. All information necessary to judge the technical soundness and management capabilities of the vendor will be contained in the technical proposal. The business proposal will contain all information related to the determination of the costs associated with each of the project's tasks. The technical proposal shall not contain any reference to specific costs, but resources information (e.g., staff hours) may be included so that the vendor's understanding of the scope of the work may be evaluated.

A. Organization and Content of the Technical Proposal

Vendors are requested to use the format described below. The proposal should be written in enough detail so that a review panel can adequately judge its full merits.

1. Introduction — The Introduction shall provide a brief overview of the vendor’s general understanding of the performance work statement objectives, intended results, and applicability of those results.

2. Soundness of the Technical Approach — The Technical Approach section shall present the vendor's plan for implementing the requirements of the PWS, organized by task and sub-

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task, describing in detail, the work to be performed and the methods to be used. Each task shall be presented under its separate heading, with exactly the same numerical designations and in the same order as used in the Performance Work Statement. The vendor should describe in full detail how they will achieve the Department’s goals/objectives, as outlined in the PWS. In addition to describing the procedures that will be used to complete each task, the vendor shall indicate any anticipated issues and problems and how each will be addressed and resolved. If applicable, the vendor should include examples of previous work that demonstrate their ability to carry out the requirements of the PWS.

3. Technical Qualifications of Proposed Staff— The vendor should describe the extent to which the proposed personnel satisfy the stated requirements, as outlined in the PWS, and whether they possess the qualifications, experience and skills necessary to successfully fulfill the roles, as designated in the proposed solution. The vendor should describe the proposed level of commitment for each individual (per task and subtask and overall) and ensure it will enable successful completion of the work identified in the PWS consistent with the proposed individual’s role and responsibilities.

The proposal shall include a chart summarizing the expertise and experiences relevant to this contract for key personnel. The chart shall identify by name the staff proposed to work on this contract and indicate for each person named: proposed task assignments; the relationship between past experience and proposed task assignments; and the percentage of time to be allocated to this contract and to other federal and non-federal contracts, including outside consulting assignments.

For all except clerical staff, resumes shall be provided showing each person's educational background, including specifications and degrees held, and relevant professional experience. The resumes shall clearly show the relation between each person's relevant qualifications and the tasks to be performed. Resumes shall also be provided for any proposed subcontractor or consultant personnel, as well as letters of agreement confirming the tasks on which they will work. The Department may request to review relevant publications of key staff at any time during the negotiations.

As it relates to the Technical Qualifications of Proposed Staff, the vendor should describe the proposed personnel’s specialized subject matter knowledge and expertise as defined below. Please see the descriptions of the project director and junior and senior technical staff in the evaluation criteria for the exact measure on which each of them will be evaluated. Potential vendors with proposed staff without the requisite knowledge and expertise will not be considered.

The contractor’s proposed staff must possess knowledge and skills in the following functional areas: 1) current educational technology policy, practice and research, especially in the area of dynamic e-learning; (2) demonstrated skill in questioning conventional

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approaches, encouraging new ideas and innovations, and implementing cutting edge design processes; (3) demonstrated relationships with key players and organizations in e-learning development and educational technology fields which will be critical for identifying and managing the work of other subject matter experts; (4) expertise designing and delivering professional development/e-learning and technical assistance; (5) expertise in writing, editing, positioning and messaging high-level, complex and technical content, preferably in the fields related to education policy and educational technology ; and (6) demonstrated experience managing multiple tasks or projects and effectively overseeing full or part time project staff, subcontractors, project schedules, and deliverable management; (7) demonstrated skill in efficiently gathering stakeholder input from a variety of stakeholders on their training needs and the efficacy of the provided training; (8) demonstrated skill in working in iterative cycles to implement improvements to training materials based on new stakeholder inputs.

Evidence of a relationship between the background/experience of proposed staff to the specific tasks to be performed will be evaluated and must be described in detail in the proposal. A list of possibly relevant items in the resumes of proposed staff will not be sufficient, as the U.S. Department of Education will make no assumptions if vague or incomplete information is provided. In addition, examples of corporate experience used to demonstrate the expertise and experience of proposed staff should identify proposed staff by name, including the nature and scope of their work responsibilities relative to the examples provided. The vendor should describe how they will ensure there is a reasonable allocation of staff to tasks in keeping with their expertise, as well as, assurance of commitment and vitae for all staff, subcontractors, and consultants.

4. Management Plan — The Vendor shall describe procedures for managing work under this contract to ensure its successful completion on schedule and within budget. The management plan shall include procedures for controlling expenditures and producing reports of expenditures by staff and tasks; procedures for controlling the quality of the work and the deliverables produced; and procedures for early identification and resolution of potential problems.

The Vendor’s proposed Management Plan should:

● Contain a comprehensive description of the specific approaches the Contractor will employ to provide effective managerial oversight to ensure that the proposed technical solution is properly implemented, including the specific approaches and management tools the Contractor will use to deliver high quality services, deliver work products that are timely submitted, professionally written, and require minimal re-work, and effectively manage its subcontractors.

● Describe relevant procedures for ensuring high quality of project deliverables, including feasibility of plans to identify any technical problems or potential problems early and develop solutions for addressing them.

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● Describe relevant procedures for maintaining the contract schedule.

● Describe plans for communication (including communication of problems) with the

Contracting Officer’s Representative

● Demonstrate a reasonable organizational structure of the project, including coordinating and controlling work of project personnel and subcontractors.

● Demonstrate an understanding of important tasks and clearly describes how its management and quality control systems for planning, scheduling, budgeting, managing and reporting the contract work will be tailored to meet the requirements contained in the PWS.

In addition, the Management Plan shall include the roles and responsibilities, titles and names of the Contractor’s management team, including those subcontractors and consultants who will be members of the management team.

5. Corporate Experience & Past Performance — The Related Corporate Experience and Capability section shall describe briefly the experience of the vendor and any proposed subcontractors in completing contracts of a similar nature. Short abstracts of related work shall include the name, current affiliation, and current telephone number of the project officer. The abstract also shall include (1) contract number and contract type, (2) contracting agency (3) original contract dollar value and final contract dollar value (including options), (4) original completion date and final (or expected) completion date, (5) description of the contract effort, (6) relevance of this work to this contract. Corporate facilities, including hardware and software, required to complete this contract also shall be described.

The Department reserves the right to consider past performance information obtained from other sources.

The vendor should describe organizational experience and capability, including their qualifications and pertinent experiences conducting work of a similar nature as described in the PWS. This description should elucidate:

● The degree to which the Vendor demonstrates relevant experience in operating a project of this nature and scope, including previous contract performance and

● The degree to which the current obligations of the Contractor and the Contractor's resources, facilities, and equipment identified for use in conducting this project provide evidence of producing quality products and the feasibility of timely completion of this project. Evidence that the vendor has stability of key staff shall be considered.

In order for any declared past performance to be considered, the work must be relevant to the work contained in the PWS and be similar in size, scope, and complexity to the requirements identified in the PWS. In addition, the relevant past performance must be recent, which means that it has been performed within the last three (3) years.

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6. Small Business Subcontracting Plan: The Department values an approach where substantive work in a meaningful capacity is performed by small businesses more highly than an approach which only menial work or supply line work is performed by small businesses. A meaningful capacity for substantive work includes work other than courier services, office supplies or travel services.

Therefore, a valued approach for this contract will be one which technical, analytical, or significant service is performed by a small business.

Vendors shall state the work to be performed by small businesses along with the name of each small business and type of small business concern. Vendors are hereby informed that should the vendor be considered a large business in their www.sam.gov registration, they must submit a Small Business Subcontracting Plan detailing how they intend to support the Department’s small business goals [For more information, see Small Business Subcontracting Plan]. Failure to submit a Small Business Subcontracting Plan will deem the large business vendor non-responsive to this RFQ and will be ineligible for award.

7. Additional Instructions for the Technical Proposal

Proposal length— In addition to satisfying all of the conditions in the Performance Work Statement, a successful quote will be limited to 35 pages double-spaced, and no smaller than 12-point font. The 35-page limit does not include tables, figures, exhibits, or resumes. Each resume shall be limited to 5 pages. Specifications pertaining to font do not apply to tables, figures, or exhibits. Vendors shall not put substantive materials in an appendix in order to subvert the page limit.

Authors of Proposal—The senior author and co-authors of each section of the Technical Quote shall be identified by name and their proposed role in the project identified.

Timeline and Schedule of Deliverables—Vendors may find it necessary to make adjustments in the schedule provided in the PWS, in accordance with the strategies, operations, and procedures that they propose. In this case, vendors shall clearly identify any changes from the schedule in the PWS and explain the rationale for the changes. Vendors will explicitly address how they plan to meet the schedule for deliverables. A proposed timeline addressing the subtasks and deliverables shall be included.

B. Business Proposal

This contract shall be awarded on a firm fixed price basis.

The business proposal shall be submitted as a separate document from the Technical proposal.

The Contracting Officer may reject a proposal if a negative determination is made, or if proposed prices are found not to be reasonable.

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The business proposal shall include: budget spreadsheets showing costs by task and subtask that can be readily identified; the entire price buildup for the contract period; and a narrative describing the basis for direct costs, including the use of any assumptions.

Cost estimates shall be provided for individual tasks as well as for the full project, with each containing breakdowns of direct charges for personnel, materials, supplies, and all other major budget items.

The business proposal also shall include spreadsheets listing the salaries of key personnel and number of hours proposed for each. Personnel shall be identified by title and salary rate.

Labor rates shall be fully loaded. The labor mix and labor categories proposed should be consistent with the personnel proposed in the technical quote.

The business proposal shall list the names and telephones numbers of persons authorized to conduct negotiations, and a statement indicating that the offer is firm for a period of at least 60 calendar days from the date received by the Government.

Use of subcontractors and consultants

Proposals may include plans for subcontractors or consultants to conduct parts of the work, provided that evidence is presented that any proposed subcontractor or consultant is fully capable of performing the assigned tasks and will be working under the effective control of the vendor on the project. Letter(s) by proposed subcontractors/consultants indicating willingness to serve, if the vendor is selected, shall be included with the vendor's proposal.

Subcontracting and consulting arrangements including work to be done, responsibilities for tasks, reporting arrangements, and any other terms of the agreement shall be included in the proposal.

Computer facilities

It is anticipated that the technology requirements for this contract will be met using the vendor's hardware/software and will not involve the use of government facilities.

Conflicts of Interest

By submission of this proposal, the vendor warrants that there are no known organizational conflicts of interest. The vendor shall explain any steps taken to mitigate any potential conflicts of interest.

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Personnel. The Contractor’s personnel shall include qualified supervisory, technical, and administrative personnel utilizing the appropriate number and type of labor categories to accomplish all work and services required by this contract within specified time frames.

Contracting staff shall be trained, qualified, certified, or licensed as required prior to starting work. The Government will not provide initial skills training to Contractor employees. The Contractor shall maintain records of training qualifications, certifications, and licenses. The Contractor shall maintain the workforce in such a manner as to ensure that the employees remain fully qualified to perform the work assigned. The Contractor shall ensure that work with team members and/or subcontractors appears seamless to the Government and fosters shared accountability and responsibility. Personnel performing under this contract shall be employees of the Contractor and not the Government.

Resumes for key personnel shall be submitted with the technical quote. Key personnel include:

Program/Project Manager, Lead Training Specialist, Lead Content Specialist, Technical Lead, Education Specialist, Subject Matter Experts, and Creative Lead.

SUBMISSION OF CLARIFICATION QUESTIONS

Clarification questions regarding this solicitation must be submitted electronically via e-mail NO

LATER THAN July 22, 2020 at 12:00 Noon PM EDT. Clarification questions shall be e-mailed to Pamela.Bone@ed.gov and Torell.Camp@ed.gov. Clarification questions will only be answered through email. No questions will be acknowledged by phone.

QUOTE SUBMISSION

Proposals are due NO LATER THAN August 6, 2020 at 4:00 PM EDT. Electronic copies of each Proposal Volume shall be e-mailed to Pamela Bone at Pamela.Bone@ed.gov and Torell

Camp at Torell.Camp@ed.gov.

The date/time stamp affixed to the e-mail received by Pamela Bone shall be the official receipt date and time. Vendors are solely responsible for determining how much time they will need based upon the size of their electronic proposal files to completely transmit the electronic copies of their proposals to the Department. The subject line for electronic file transmissions shall state the solicitation number, the name of the Vendor and the specific proposal file being submitted

(i.e., Technical, Business, or Past Performance). In addition, if the electronic copy of the proposal volume is divided into multiple transmissions in order to successfully transmit the electronic files, the subject line shall indicate the total number of transmissions and which specific transmission is being sent at that time (e.g., 1 of 4, 3 of 5, etc.).

52.242-5 PAYMENTS TO SMALL BUSINESS SUBCONTRACTORS (JAN 2017)

(Reference 52.242-5)

3452.224-70 RELEASE OF INFORMATION UNDER THE FREEDOM OF INFORMATION ACT (MAY 2011) (Reference 3452.224-70)

3452.227-70 PUBLICATION AND PUBLICITY (MAY 2011)

(Reference 3452.227-70)

3452.227-71 ADVERTISING OF AWARDS (MAY 2011)

(Reference 3452.227-71)

3452.227-72 USE AND NON-DISCLOSURE AGREEMENT (MAY 2011)

(Reference 3452.227-72)

3452.227-73 LIMITATIONS ON THE USE OR DISCLOSURE OF GOVERNMENT-FURNISHED INFORMATION MARKED WITH

RESTRICTIVE LEGENDS (MAY 2011)

(Reference 3452.227-73)

3452.242-73 ACCESSIBILITY OF MEETINGS, CONFERENCES, AND SEMINARS TO PERSONS WITH DISABILITIES (MAY 2011) (Reference 3452.242-73)

52.202-1 DEFINITIONS (JUN 2020)

(Reference 52.202-1)

52.203-5 COVENANT AGAINST CONTINGENT FEES (MAY 2014)

(Reference 52.203-5)

52.203-6 RESTRICTIONS ON SUBCONTRACTOR SALES TO THE GOVERNMENT (JUN 2020)

(Reference 52.203-6)

52.203-7 ANTI-KICKBACK PROCEDURES (JUN 2020)

(Reference 52.203-7)

52.203-12 LIMITATION ON PAYMENTS TO INFLUENCE CERTAIN FEDERAL TRANSACTIONS (JUN 2020) (Reference 52.203-12)

52.203-17 CONTRACTOR EMPLOYEE WHISTLEBLOWER RIGHTS AND REQUIREMENT TO INFORM EMPLOYEES OF

WHISTLEBLOWER RIGHTS (JUN 2020)

(Reference 52.203-17)

52.204-10 REPORTING EXECUTIVE COMPENSATION AND FIRST-TIER SUBCONTRACT AWARDS (JUN 2020) (Reference 52.204-10)

52.204-16 COMMERCIAL AND GOVERNMENT ENTITY CODE REPORTING (JUL 2016)

(Reference 52.204-16)

52.204-19 INCORPORATION BY REFERENCE OF REPRESENTATIONS AND CERTIFICATIONS (DEC 2014) (Reference 52.204-19)

52.204-21 BASIC SAFEGUARDING OF COVERED CONTRACTOR INFORMATION SYSTEMS (JUN 2016)

(a) Definitions. As used in this clause-- Covered contractor information system means an information system that is owned or operated by a contractor that processes, stores, or transmits Federal contract information.

Federal contract information means information, not intended for public release, that is provided by or generated for the Government under a contract to develop or deliver a product or service to the Government, but not including information provided by the Government to the public (such as on public Web sites) or simple transactional information, such as necessary to process payments.

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Information means any communication or representation of knowledge such as facts, data, or opinions, in any medium or form, including textual, numerical, graphic, cartographic, narrative, or audiovisual (Committee on National Security Systems Instruction (CNSSI) 4009).

Information system means a discrete set of information resources organized for the collection, processing, maintenance, use, sharing, dissemination, or disposition of information (44 U.S.C.

3502).

Safeguarding means measures or controls that are prescribed to protect information systems.

(b) Safeguarding requirements and procedures.

(1) The Contractor shall apply the following basic safeguarding requirements and procedures to protect covered contractor information systems. Requirements and procedures for basic safeguarding of covered contractor information systems shall include, at a minimum, the following security controls:

(i) Limit information system access to authorized users, processes acting on behalf of authorized users, or devices (including other information systems).

(ii) Limit information system access to the types of transactions and functions that authorized users are permitted to execute.

(iii) Verify and control/limit connections to and use of external information systems.

(iv) Control information posted or processed on publicly accessible information systems.

(v) Identify information system users, processes acting on behalf of users, or devices.

(vi) Authenticate (or verify) the identities of those users, processes, or devices, as a prerequisite to allowing access to organizational information systems.

(vii) Sanitize or destroy information system media containing Federal Contract Information before disposal or release for reuse.

(viii) Limit physical access to organizational information systems, equipment, and the respective operating environments to authorized individuals.

(ix) Escort visitors and monitor visitor activity; maintain audit logs of physical access; and control and manage physical access devices.

(x) Monitor, control, and protect organizational communications (i.e., information transmitted or received by organizational information systems) at the external boundaries and key internal boundaries of the information systems.

(xi) Implement subnetworks for publicly accessible system components that are physically or logically separated from internal networks.

(xii) Identify, report, and correct information and information system flaws in a timely manner.

(xiii) Provide protection from malicious code at appropriate locations within organizational information systems.

(xiv) Update malicious code protection mechanisms when new releases are available.

(xv) Perform periodic scans of the information system and real-time scans of files from external sources as files are downloaded, opened, or executed.

(2) Other requirements. This clause does not relieve the Contractor of any other specific safeguarding requirements specified by Federal agencies and departments relating to covered contractor information systems generally or other Federal safeguarding requirements for controlled unclassified information (CUI) as established by Executive Order 13556.

(c) Subcontracts. The Contractor shall include the substance of this clause, including this paragraph (c), in subcontracts under this contract (including subcontracts for the acquisition of commercial items, other than commercially available off-the-shelf items), in which the subcontractor may have Federal contract information residing in or transiting through its information system.

(End of clause)

52.204-24 REPRESENTATION REGARDING CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR

EQUIPMENT (DEC 2019)

The Offeror shall not complete the representation in this provision if the Offeror has represented that it "does not provide covered telecommunications equipment or services as a part of its offered products or services to the Government in the performance of any contract, subcontract, or other contractual instrument" in the provision at 52.204-26, Covered Telecommunications Equipment or Services--Representation, or in paragraph (v) of the provision at 52.212-3, Offeror Representations and Certifications--Commercial Items.

(a) Definitions. As used in this provision-- Covered telecommunications equipment or services, critical technology, and substantial or essential component have the meanings provided in clause 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment.

(b) Prohibition. Section 889(a)(1)(A) of the John S. McCain National Defense Authorization Act for Fiscal Year 2019 (Pub. L. 115-232) prohibits the head of an executive agency on or after August 13, 2019, from procuring or obtaining, or extending or renewing a contract to procure or obtain, any equipment, system, or service that uses covered telecommunications equipment or services as a substantial or essential component of any system, or as critical technology as part of any system.

Contractors are not prohibited from providing--

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(1) A service that connects to the facilities of a third-party, such as backhaul, roaming, or interconnection arrangements; or

(2) Telecommunications equipment that cannot route or redirect user data traffic or permit visibility into any user data or packets that such equipment transmits or otherwise handles.

(c) Procedures. The Offeror shall review the list of excluded parties in the System for Award Management (SAM) (https://www.sam.gov) for entities excluded from receiving federal awards for "covered telecommunications equipment or services".

(d) Representation. The Offeror represents that it [ ] will, [ ] will not provide covered telecommunications equipment or services to the Government in the performance of any contract, subcontract or other contractual instrument resulting from this solicitation.

(e) Disclosures. If the Offeror has represented in paragraph (d) of this provision that it "will" provide covered telecommunications equipment or services", the Offeror shall provide the following information as part of the offer--

(1) A description of all covered telecommunications equipment and services offered (include brand;

model number, such as original equipment manufacturer (OEM) number, manufacturer part number, or wholesaler number; and item description, as applicable);

(2) Explanation of the proposed use of covered telecommunications equipment and services and any factors relevant to determining if such use would be permissible under the prohibition in paragraph

(b) of this provision;

(3) For services, the entity providing the covered telecommunications services (include entity name, unique entity identifier, and Commercial and Government Entity (CAGE) code, if known); and

(4) For equipment, the entity that produced the covered telecommunications equipment (include entity name, unique entity identifier, CAGE code, and whether the entity was the OEM or a distributor, if known).

(End of provision)

52.204-26 COVERED TELECOMMUNICATIONS EQUIPMENT OR SERVICES--REPRESENTATION (DEC 2019)

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

(b) Procedures. The Offeror shall review the list of excluded parties in the System for Award Management (SAM) (https://www.sam.gov) for entities excluded from receiving federal awards for ``covered telecommunications equipment or services``.

(c) Representation. The Offeror represents that it [ ] does, [ ] does not provide covered telecommunications equipment or services as a part of its offered products or services to the Government in the performance of any contract, subcontract, or other contractual instrument.

52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT 2018)

(a) Definitions. As used in this provision-- "Administrative proceeding" means a non-judicial process that is adjudicatory in nature in order to make a determination of fault or liability (e.g., Securities and Exchange Commission Administrative Proceedings, Civilian Board of Contract Appeals Proceedings, and Armed Services Board of Contract Appeals Proceedings). This includes administrative proceedings at the Federal and State level but only in connection with performance of a Federal contract or grant. It does not include agency actions such as contract audits, site visits, corrective plans, or inspection of deliverables.

"Federal contracts and grants with total value greater than $10,000,000" means--

(1) The total value of all current, active contracts and grants, including all priced options;

and

(2) The total value of all current, active orders including all priced options under indefinite-delivery, indefinite-quantity, 8(a), or requirements contracts (including task and delivery and multiple-award Schedules).

"Principal" means an officer, director, owner, partner, or a person having primary management or supervisory responsibilities within a business entity (e.g., general manager; plant manager; head of a division or business segment; and similar positions).

(b) The offeror [ ] has [ ] does not have current active Federal contracts and grants with total value greater than $10,000,000.

(c) If the offeror checked "has" in paragraph (b) of this provision, the offeror represents, by submission of this offer, that the information it has entered in the Federal Awardee Performance and Integrity Information System (FAPIIS) is current, accurate, and complete as of the date of submission of this offer with regard to the following information:

(1) Whether the offeror, and/or any of its principals, has or has not, within the last five years, in connection with the award to or performance by the offeror of a Federal contract or grant, been the subject of a proceeding, at the Federal or State level that resulted in any of the following dispositions:

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(i) In a criminal proceeding, a conviction.

(ii) In a civil proceeding, a finding of fault and liability that results in the payment of a monetary fine, penalty, reimbursement, restitution, or damages of $5,000 or more.

(iii) In an administrative…