Sol_140A1623Q0072.pdf

SEE ADDENDUMIS CHECKED

CODE 18a. PAYMENT WILL BE MADE BY

CODE

FACILITYCODE

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

OFFEROR

A16

Mail Stop-244 Contracting Office 12201 Sunrise Valley Drive

BIA CENTRAL 00016

CODE 16. ADMINISTERED BYCODE

X

X

611430

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED ORA16

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

06/23/2023 1700 ED

06/12/2023

0000Athena Straniere (No collect calls)

INFORMATION CALL:

FOR SOLICITATION 8. OFFER DUE DATE/LOCAL TIMEb. TELEPHONE NUMBER a. NAME

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

140A1623Q0072

5. SOLICITATION NUMBER

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS 1. REQUISITION NUMBER PAGE OF

1 24 OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

Reston VA 20192

TELEPHONE NO.

17a. CONTRACTOR/

15. DELIVER TO

Reston VA 20192 Mail Stop-244 Contracting Office 12201 Sunrise Valley Drive

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$15

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THIS CONTRACT IS A

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13a.

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

8(A)

BIA CENTRAL 00016

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(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

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HEREIN, IS ACCEPTED AS TO ITEMS:

XX

DATED

Athena Straniere

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

ARE

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29. AWARD OF CONTRACT:

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

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40. PAID BY39. S/R VOUCHER NUMBER38. S/R ACCOUNT NUMBER

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CORRECT FOR

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

STANDARD FORM 1449 (REV. 2/2012) BACK

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24 2 of

Document No.

140A1623Q0072

Document Title Executive Leadership Team Building Seminar

Table of Contents

SECTION 1 INTRODUCTION

1.1 GENERAL

1.2 AWARD TYPE

1.3 SMALL BUSINESS SET ASIDE

1.4 NORTH AMERICAN INDUSTRY CLASSIFICATION SYSTEM (NAICS) CODE

1.5 PERIOD OF PERFORMANCE

1.6 PLACE OF PERFORMANCE

1.7 POINT OF CONTACT

SECTION 2 STATEMENT OF WORK

1. BACKGROUND

2. OBJECTIVE

3. REQUIREMENTS

4. CORE CONTENT

6. NOTICE REGARDING LATE DELIVERY

7. PERSONNEL

8. RESUMES

9. QUALITY ASSURANCE AND MONITORING OF WORK DELIVERABLES

10. GENERAL ACCEPTANCE CRITERIA

11. QUALITY ASSURANCE

12. GOVERNMENT FURNISHED EQUIPMENT, GOVERNMENT FURNISHED

INFORMATION AND APPLICABLE DOCUMENTS

13. NON-PERSONAL SERVICES

14. TRAVEL

15. ORGANIZATIONAL CONFLICT OF INTEREST AND NON-DISCLOSURE

REQUIREMENTS

SECTION 3 GENERAL ORDER TERMS AND CONDITIONS

3.1 FAR AND DIAR CLAUSES

3.2 CUSTOM CLAUSES

3.3 PROVISIONS

SECTION 4 INSTRUCTIONS TO OFFERORS

4.1 QUOTATION DUE DATE & TIME

4.2 QUOTATION CONTENTS

4.3 CONTRACTOR INQUIRIES

SECTION 5 EVALUATION FACTORS FOR AWARD

5.1 GENERAL EVALUATION INSTRUCTIONS

5.2 BASIS OF AWARD

Document Title Executive Leadership Team Building Seminar

SECTION 1 INTRODUCTION

1.1 GENERAL

The Department of Interior (DOI), Bureau of Indian Affairs (BIA), is issuing this Combo Synopsis/Solicitation for Executive Leadership Team Building Seminar in accordance with the Statement of Work in Section 2.0.

This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; proposals are being requested and a written solicitation will not be issued.

This solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular (FAC) 2023-04 Effective June 2, 2023.

1.2 AWARD TYPE

The Government contemplates a Firm-Fixed-Price (FFP) Purchase Order.

1.3 SMALL BUSINESS SET ASIDE

This requirement is set-aside 100% for Indian Small Business Economic Enterprises (ISBEEs).

1.4 NORTH AMERICAN INDUSTRY CLASSIFICATION SYSTEM (NAICS) CODE

The NAICS code for this award is 611430 Professional and Management Development Training with a Small Business size standard of $12M.

1.5 PERIOD OF PERFORMANCE

Period of performance is July 1, 2023 – August 31, 2023

1.6 PLACE OF PERFORMANCE

This will be an in-person training course: August 2023 targeting August 8-9, 2023; for Indian Affairs leadership with the event located at the National Indian Programs Training Center in Albuquerque, NM. All AV equipment will be provided by the US government.

1.7 POINT OF CONTACT

POC: TBA

Phone: TBA Email: TBA

Document Title Executive Leadership Team Building Seminar

SECTION 2 STATEMENT OF WORK

STATEMENT OF WORK

U.S. DEPARTMENT OF THE INTERIOR, INDIAN AFFAIRS

INDIAN AFFAIRS EXECUTIVE LEADERSHIP TEAM BUILDING SEMINAR

1. BACKGROUND

There are 574 federally recognized Tribal Nations (commonly referred to as tribes, nations, bands, pueblos, communities, and native villages) in the United States. Approximately 229 of these tribes are in Alaska; the other 345 federally recognized tribes are in 35 other states. Indian Affairs has the direct responsibility to:

• Strengthen the government-to-government/nation-to-nation relationship with American Indian and Alaska Native (AI/AN) tribes,

• Advocate policies that support AI/AN self-determination and tribal sovereignty,

• Protect and preserve AI/AN trust assets held by the Federal Government for their benefit, and

• Administer a wide array of laws, regulations, and functions relating to AI/AN tribes, individual AI/AN trust beneficiaries, tribal members, and Indian Affairs bureaus, offices, and programs that are vested in the Secretary by the President and the Congress of the United States.

2. OBJECTIVE

The scope of this effort is to build on prior discussions convened during a Seminar/Retreat held summer 2022 among Indian Affairs senior executives. Last year the focus was team building, internal and external communications coordination as well as building cohesion among senior leaders for improving organizational culture. For 2023, leadership would like to build on those conversations to create sustained organizational health amid capacity challenges and the post- COVID environment. The courses planned for a 2023 seminar program shall provide interactive management exercises and case studies, opportunities for updates on policy priorities and next steps, social team building to expand on professional development and welcome new members of the team while focusing on solidifying a legacy of customer service and sustained organizational improvement.

Indian Affairs requires professional facilitation support for the above among the Indian Affairs executive and senior leadership team as well as developing an executive leader program inclusive of a scenario-driven, unique, and tailored program that addresses the requirements herein. The seminar shall include a single event with no more than 40 participants from the Bureau of Indian Affairs (BIA), Bureau of Indian Education (BIE) and Bureau of Trust Funds Administration (BTFA).

Document Title Executive Leadership Team Building Seminar

3. REQUIREMENTS

The contractor shall conduct the seminar at the executive level but shall approach the experience by incorporating a variety of teaching methodologies that consider different learning styles and cultural needs. Given the wide range of educational background, years of experience, and a workforce that spans generations and work locations, including remote work locations, this training must consider field-tested scenarios and provide valuable take-home applications for creating lasting change and sustained improvement. Other contents related to Executive Leadership, workforce development and strategic planning can be added to strengthen learning outcomes. The contractor must have general knowledge of Indian Affairs organizations and how its mission supports Indian Tribes and Indian Country.

The seminar shall incorporate the following principles and considering Indian Affairs’ unique mission, its customer service and organizational culture to inform seminar exercises, including:

• Best practices for creating lasting change and sustained organizational success, including best practices and non-governmental case studies such as those at the Tribal governance level as well as the private sector

• Strategies to increase coordination among individual teams as well as with their fellow leaders, including but not limited to innovation in recruitment and retention strategies and being a change agent to improve team culture Creating challenging but rewarding environments as high impact leaders

• Facilitate collaboration to promote innovation amongst internal and external teams

4. CORE CONTENT

The tailored program and facilitation shall incorporate the below principles but shall not be exclusive of the final end product. The contractor shall work with the USG Contracting Officer Representative who is informed by Indian Affairs leadership to finalize the course outline, training topics, and expected tone of facilitators to ensure expectations are met. These sessions shall include participatory, interactive dialogue with case studies and/or simulations included to maximize participation and sharing of best practices. The training must include but not be limited to the following contents:

• Change management for creating lasting improvement and organizational capacity

• Update on Indian Affairs' policy priorities that support its unique mission and customer service when dealing with tribal governments and external stakeholders.

• Improving culture to increase diversity and inclusiveness o Leading in a diverse workplace

• Strategic management and effective decision-making tools and technics

• Leadership, management, and innovation

• Organizational improvement for recruitment and retention post-pandemic to enhance service delivery and performance in a highly competitive market.

• Empowering others to lead and develop teams

• Authentic Leadership and Communication

Document Title Executive Leadership Team Building Seminar

• Risk Control and Performance Measures

• Negotiations and Decision Making

• Ethics

• Visioning

• Management style

5. DELIVERABLES

Training Course: This will be an in-person training course: August 2023 with specific dates targeting August 8-9, 2023; for Indian Affairs leadership with the event located at the National Indian Programs Training Center (NIPTC) in Albuquerque, NM. All AV equipment will be provided by the US government.

Offeror shall have to ability to accommodate virtual participants as required but focus is for on-site, in-person participation.

a) Session Logistics

(i) Training Time: 1.5-2 days (no more than 20 hours). The training will be offered from 8:30 am – 4:30 pm MT Tuesday and Wednesday with the possibility Wednesday is only a half day.

(ii) Training Dates: August 8-9, 2023

(iii) Audience: Indian Affairs Senior Executives including leaders within the BIA, BIE and BTFA

(iv) Number of participants: No more than 40 but possibly as few as 25

b) Pre-training Requirement:

(i) Meeting: The offeror must organize pre-training discussions with the Indian Affairs POC within five (5) days after award to tailor initial course activities and material to meet the specific and diverse needs of the participants. The offeror must then work with Indian Affairs leadership to provide a subsequent overview and tailor final production as needed.

(ii) Training Materials: The offeror must submit course materials including but not limited to presentations, logistical information, and participant handouts for approval at least ten (10) days before the seminar.

(iii) Evaluation Form: The offeror must submit an evaluation form for approval at least ten (10) days after the training. The survey includes but not be limited to the following evaluation criteria: course content, training materials, instructor, participants’ comments, and suggestions.

c) Post-training Requirement:

Document Title Executive Leadership Team Building Seminar o Evaluation Report: The offeror must submit a post-training evaluation survey results completed by at least 80% of participants along with summarized metrics and narrative to the Indian Affairs POC within two (2) weeks of seminar completion.

6. NOTICE REGARDING LATE DELIVERY

The contractor shall notify the COR, as soon as it becomes apparent to the contractor, that a scheduled deliverable may be late. The contractor shall include in the notification the rationale for late delivery, the expected date for the delivery and the project impact of the late delivery.

The COR will review the new schedule and provide guidance to the contractor. Such notification in no way limits the Government’s right to any and all remedies up to and including termination.

7. PERSONNEL

The Contractor is responsible for providing personnel with the necessary level of expertise to support the task activities and requirements in this SOW. The contractor shall provide a single point of contact that shall serve as the project manager for the life of the Contract.

Personnel proposed must include at a minimum a Project Manager and facilitator(s) to execute the contract. Personnel are expected to be dedicated to this effort and be available during the duration of the training. For each proposed person, a resume is required. Specific personnel requirements are as follow:

Project Manager (PM) – must have or possess a bachelor’s degree, preferably a graduate degree from an accredited university with a minimum of ten (10) years’ experience, or five (5) years of significant experience in working with executive leadership. The PM must also have significant experience working with executives and the ability to provide advice and guidance regarding de-escalation tactics in difficult conversations.

Facilitator(s) – must have or possess a bachelor’s degree, preferably a graduate degree from an accredited university with a minimum of ten (10) years’ experience, or five (5) years of significant experience in facilitating seminars with executive leadership and Indian tribes. The facilitator must also have significant experience working with executives and the ability to provide advice and guidance regarding de-escalation tactics in difficult conversations.

8. RESUMES

The contractor shall provide a resume for all personnel including licensure and certification, as necessary.

9. QUALITY ASSURANCE AND MONITORING OF WORK DELIVERABLES

Work under this contract shall be monitored by the technical point of contact (to be provided upon award), to act as the primary technical representative of the Government.

Final inspection and acceptance of work performed shall be performed at the place of delivery by technical point of contact.

Document Title Executive Leadership Team Building Seminar

The technical POC is responsible for:

• Setting training priorities, revising priorities when necessary;

• Communicating priorities to the contractor;

• After consultation with the Contracting Officer when appropriate, modifying delivery dates and schedules, so that the revised priorities can be met; and

• Formally assessing the level of contractor performance and ascribing the extent to which quality assurance and acceptable performance levels have been met.

10. GENERAL ACCEPTANCE CRITERIA

General quality measures as set forth below shall be applied to each work product received from the Contractor under this statement of work.

• Accuracy – Work Products shall be accurate in presentation, technical content, and adherence to accepted elements of style. Work product must follow the Trial Court Performance Standards.

• Clarity – Work Products shall be clear and concise. Any/All diagrams shall be easy to understand and be relevant to the supporting narrative.

• Consistency to Requirements – Work products must satisfy the requirements of this statement of work.

• File Editing – Text and diagrammatic files shall be editable by the Government and 508 compliant.

• Format – Work Products shall be submitted in electronic form and in hard copy (where applicable). Format shall follow the specific assessment template provided.

• Timeliness – Work Products shall be submitted on or before the due date specified in this statement of work or as described in assigned tasks or submitted in accordance with a later scheduled date determined by or approved by the Government.

11. QUALITY ASSURANCE

The technical POC shall review, for completeness, preliminary or draft documentation that the Contractor submits, and may return it to the Contractor for correction. Absence of any comments by the technical POC shall not relieve the Contractor of the responsibility for complying with the requirements of this SOW. Final approval and acceptance of documentation required herein shall be by written approval and acceptance by technical POC. The Contractor shall not construe any written acknowledgment of receipt material as a waiver of review, or as an acknowledgment that the material is in conformance with this SOW. Any approval given during preparation of the documentation, or approval shall not guarantee the final acceptance of the completed documentation.

12. GOVERNMENT FURNISHED EQUIPMENT, GOVERNMENT FURNISHED

INFORMATION AND APPLICABLE DOCUMENTS

The Government will provide the Contractor with the audio/visual equipment to present the training. Even so, the Contractor shall have a back-up laptop that can provide the training.

Document Title Executive Leadership Team Building Seminar

13. NON-PERSONAL SERVICES

As stated in the Federal Register, Volume 57, No. 190, page 45096, dated September 30, 1992, Policy Letter on Inherently Governmental Functions, no personal services shall be performed under this contract. All work requirements shall flow only from the Project Officer to the Contractor's Senior Project Manager. No Contractor employee shall be directly supervised by the Government. The applicable employee supervisor shall give all individual employee assignments, and daily work direction. If the Contractor believes any Government action or communication has been given that would create a personal services relationship between the Government and any Contractor employee, the Contractor shall promptly notify the Contracting Officer of this communication or action.

The Contractor shall not perform any inherently governmental actions under this contract. No Contractor employee shall hold him or herself out to be a Government employee, agent, or representative. No Contractor employee shall state orally or in writing at any time that he or she is acting on behalf of the Government. In all communications with third parties in connection with this contract, Contractor employees shall identify themselves as Contractor employees and specify the name of the company for which they work. In all communications with other Government contractors in connection with this contract, the Contractor employee shall state that he/she has no authority to, in any way, change the contract and that if the other contractor believes this communication to be a direction to change their contract, they should notify the Contracting Officer for that contract and not carry out the direction until a clarification has been issued by the Contracting Officer.

The Contractor shall insure that all its employees working on this contract are informed of the substance of this article. Nothing in this article shall limit the Government’s rights in any way under the other provisions of the contract, including those related to the Government’s right to inspect and accept the services to be performed under this contract. The substance of this article shall be included in all subcontracts at any tier.

14. TRAVEL

Travel will be in accordance with Federal Travel Regulations (FTR).

15. ORGANIZATIONAL CONFLICT OF INTEREST AND NON-DISCLOSURE

REQUIREMENTS

If the Contractor is providing support or anticipates providing support to AS-IA that creates or represents an actual or potential organizational conflict of interest (OCI), the Contractor shall immediately disclose this actual or potential OCI in accordance with FAR Part 9.5. The Contractor is also required to complete and sign an Organizational Conflict of Interest Statement in which the contract (and any subcontractors, consultants or teaming partners) agree to disclose information concerning the actual or potential conflict with any proposal for any solicitation relating to any work in any task order. All actual or potential OCI situations shall be handled in accordance with the FAR.

Document Title Executive Leadership Team Building Seminar

16. GOVERNMENT HOLIDAYS

Unless otherwise notified in writing by the CO, no services will be required on the following list of observed federal holidays. An up-to-date list of all federal holidays for each calendar year is available at https://www.opm.gov/policy-data-oversight/pay-leave/federal-holidays/.

The Contractor shall observe Inauguration Day as a holiday for Washington, D.C. based Contractor employees. Federal Agencies in the Washington, D.C. metro area are closed on Inauguration Day. However, Inauguration Day is not observed outside of the Washington, D.C.

area and Contractor employees in those areas should report to their established duty station. NOTE: If a Public Holiday (observed on a specific calendar date) occurs on a Saturday, the holiday is observed on the preceding Friday; if the holiday occurs on Sunday, the holiday is observed by the Federal Government on Monday.

If Government facilities are closed nationwide or in specific locations for other than listed holidays by direction of the U.S. Office of Personnel Management, the Office of Management and Budget, Executive Order of the President or other Official Government entity, Contractor staff shall not report to Government facilities (except for positions designated as 24/7). If Government offices close early and federal employees are dismissed, the COR in consultation with the Program Managers and/or the Contracting Officer will make a determination on a case-by-case basis regarding dismissal of Contractor employees.

SECTION 3 GENERAL ORDER TERMS AND CONDITIONS

3.1 FAR AND DIAR CLAUSES

The following Federal Acquisition Regulations (FAR) and Department of the Interior Acquisition Regulation (DIAR) Clauses are applicable to this requirement:

FAR 52.252-2 Clauses Incorporated By Reference (Feb 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at these addresses:

• FAR Clauses: www.acquisition.gov/browsefar

• DIAR Clauses: www.acquisition.gov/diar

FAR/DIARClause Title Date 52.202-1 Definitions JUN 2020 52.203-12 Limitation on Payments to Influence Certain Federal Transactions JUN 2020 52.204-13 System for Award Management Maintenance OCT 2018 52.204-18 Commercial and Government Entity Code Maintenance AUG 2020 52.212-4 Contract Terms and Conditions—Commercial Products and

Commercial Services

NOV 2021

52.232-39 Unenforceability of Unauthorized Obligations JUN 2013 52.232-40 Providing Accelerated Payments to Small Business Subcontractors NOV 2021 https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.opm.gov%2Fpolicy-data-oversight%2Fpay-leave%2Ffederal-holidays%2F&data=05%7C01%7CAthena.Olmstead%40bia.gov%7C202accf5479d48c7983008da4a64bf6d%7C0693b5ba4b184d7b9341f32f400a5494%7C0%7C0%7C637904093807251466%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=o2PPlV3QQ2REyzuYIsY3UOsbuISqYIFPFcuNbbCQmsg%3D&reserved=0 http://www.acquisition.gov/browsefar http://www.acquisition.gov/diar

Document Title Executive Leadership Team Building Seminar

1452.280-3 Indian Economic Enterprise Subcontracting Limitations FEB 2021

52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT

STATUTES OR EXECUTIVE ORDERS-COMMERCIAL PRODUCTS AND

COMMERCIAL SERVICES (MAY 2022)

(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are incorporated in this contract by reference, to implement provisions of law or Executive orders applicable to acquisitions of commercial products and commercial services:

(1) 52.203-19, Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements (Jan 2017) (section 743 of Division E, Title VII, of the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. L. 113-235) and its successor provisions in subsequent appropriations acts (and as extended in continuing resolutions)).

(2) 52.204-23, Prohibition on Contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab and Other Covered Entities (Nov 2021) (Section 1634 of Pub. L.

115-91).

(3) 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment. (Nov 2021) (Section 889(a)(1)(A) of Pub. L. 115-232).

(4) 52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (Nov 2015).

(5) 52.232-40, Providing Accelerated Payments to Small Business Subcontractors (Mar 2023) ( 31 U.S.C. 3903 and 10 U.S.C. 3801).

(6) 52.233-3, Protest After Award (Aug 1996) ( 31 U.S.C. 3553).

(7) 52.233-4, Applicable Law for Breach of Contract Claim (Oct 2004) (Public Laws 108-77 and 108-78 ( 19 U.S.C. 3805 note)).

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial products and commercial services:

[Contracting Officer check as appropriate.]

_X_ (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (Jun 2020), with Alternate I (Nov 2021) ( 41 U.S.C. 4704 and 10 U.S.C. 4655).

_X_ (2) 52.203-13, Contractor Code of Business Ethics and Conduct (Nov 2021) ( 41 U.S.C.

3509)).

__ (3) 52.203-15, Whistleblower Protections under the American Recovery and Reinvestment Act of 2009 (Jun 2010) (Section 1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Reinvestment Act of 2009.)

Document Title Executive Leadership Team Building Seminar

_X_ (4) 52.204-10, Reporting Executive Compensation and First-Tier Subcontract Awards (Jun 2020) (Pub. L. 109-282) ( 31 U.S.C. 6101 note).

__ (5) [Reserved].

__ (6) 52.204-14, Service Contract Reporting Requirements (Oct 2016) (Pub. L. 111-117, section 743 of Div. C).

__ (7) 52.204-15, Service Contract Reporting Requirements for Indefinite-Delivery Contracts (Oct 2016) (Pub. L. 111-117, section 743 of Div. C).

_X_ (8) 52.204-27, Prohibition on a ByteDance Covered Application (Jun 2023) (Section 102 of Division R of Pub. L. 117-328).

_X_ (9) 52.209-6, Protecting the Government’s Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment. (Nov 2021) ( 31 U.S.C. 6101 note).

_X_ (10) 52.209-9, Updates of Publicly Available Information Regarding Responsibility Matters (Oct 2018) ( 41 U.S.C. 2313).

__ (11) [Reserved].

__ (12) 52.219-3, Notice of HUBZone Set-Aside or Sole-Source Award (Oct 2022) ( 15 U.S.C.

657a).

__ (13) 52.219-4, Notice of Price Evaluation Preference for HUBZone Small Business Concerns (Oct 2022) (if the offeror elects to waive the preference, it shall so indicate in its offer) ( 15 U.S.C. 657a).

__ (14) [Reserved] __ (15) (i) 52.219-6, Notice of Total Small Business Set-Aside (Nov 2020) ( 15 U.S.C. 644).

__ (ii) Alternate I (Mar 2020) of 52.219-6.

__ (16) (i) 52.219-7, Notice of Partial Small Business Set-Aside (Nov 2020) ( 15 U.S.C. 644).

__ (ii) Alternate I (Mar 2020) of 52.219-7.

_X_ (17) 52.219-8, Utilization of Small Business Concerns (Oct 2022) ( 15 U.S.C.

637(d)(2) and (3)).

__ (18) (i) 52.219-9, Small Business Subcontracting Plan (Oct 2022) ( 15 U.S.C. 637(d)(4)).

__ (ii) Alternate I (Nov 2016) of 52.219-9.

__ (iii) Alternate II (Nov 2016) of 52.219-9.

__ (iv) Alternate III (Jun 2020) of 52.219-9.

__ (v) Alternate IV (Sep 2021) of 52.219-9.

__ (19) (i) 52.219-13, Notice of Set-Aside of Orders (Mar 2020) ( 15 U.S.C. 644(r)).

__ (ii) Alternate I (Mar 2020) of 52.219-13.

_X_ (20) 52.219-14, Limitations on Subcontracting (Oct 2022) ( 15 U.S.C. 637s).

__ (21) 52.219-16, Liquidated Damages—Subcontracting Plan (Sep 2021) ( 15 U.S.C.

637(d)(4)(F)(i)).

__ (22) 52.219-27, Notice of Service-Disabled Veteran-Owned Small Business Set-Aside (Oct 2022) ( 15 U.S.C. 657f).

_X_ (23) (i) 52.219-28, Post Award Small Business Program Rerepresentation (Mar 2023)( 15 U.S.C. 632(a)(2)).

__ (ii) Alternate I (Mar 2020) of 52.219-28.

__ (24) 52.219-29, Notice of Set-Aside for, or Sole-Source Award to, Economically Disadvantaged Women-Owned Small Business Concerns (Oct 2022) ( 15 U.S.C. 637(m)).

__ (25) 52.219-30, Notice of Set-Aside for, or Sole-Source Award to, Women-Owned Small Business Concerns Eligible Under the Women-Owned Small Business Program (Oct 2022) ( 15 U.S.C. 637(m)).

Document Title Executive Leadership Team Building Seminar

__ (26) 52.219-32, Orders Issued Directly Under Small Business Reserves (Mar 2020) ( 15 U.S.C. 644(r)).

__ (27) 52.219-33, Nonmanufacturer Rule (Sep 2021) ( 15U.S.C. 637(a)(17)).

_X_ (28) 52.222-3, Convict Labor (Jun 2003) (E.O.11755).

_X_ (29) 52.222-19, Child Labor-Cooperation with Authorities and Remedies (Dec 2022) (E.O.13126).

_X_ (30) 52.222-21, Prohibition of Segregated Facilities (Apr 2015).

_X_ (31) (i) 52.222-26, Equal Opportunity (Sep 2016) (E.O.11246).

__ (ii) Alternate I (Feb 1999) of 52.222-26.

_X_ (32) (i) 52.222-35, Equal Opportunity for Veterans (Jun 2020) ( 38 U.S.C. 4212).

__ (ii) Alternate I (Jul 2014) of 52.222-35.

_X_ (33) (i) 52.222-36, Equal Opportunity for Workers with Disabilities (Jun 2020) ( 29 U.S.C.

793).

__ (ii) Alternate I (Jul 2014) of 52.222-36.

_X_ (34) 52.222-37, Employment Reports on Veterans (Jun 2020) ( 38 U.S.C. 4212).

_X_ (35) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act (Dec 2010) (E.O. 13496).

_X_ (36) (i) 52.222-50, Combating Trafficking in Persons (Nov 2021) ( 22 U.S.C. chapter 78 and E.O. 13627).

__ (ii) Alternate I (Mar 2015) of 52.222-50 ( 22 U.S.C. chapter 78 and E.O. 13627).

_X_ (37) 52.222-54, Employment Eligibility Verification (May 2022) (Executive Order 12989).

(Not applicable to the acquisition of commercially available off-the-shelf items or certain other types of commercial products or commercial services as prescribed in FAR 22.1803.)

__ (38) (i) 52.223-9, Estimate of Percentage of Recovered Material Content for EPA–Designated Items (May 2008) ( 42 U.S.C. 6962(c)(3)(A)(ii)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

__ (ii) Alternate I (May 2008) of 52.223-9 ( 42 U.S.C. 6962(i)(2)(C)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

__ (39) 52.223-11, Ozone-Depleting Substances and High Global Warming Potential Hydrofluorocarbons (Jun 2016) (E.O. 13693).

__ (40) 52.223-12, Maintenance, Service, Repair, or Disposal of Refrigeration Equipment and Air Conditioners (Jun 2016) (E.O. 13693).

__ (41) (i) 52.223-13, Acquisition of EPEAT®-Registered Imaging Equipment (Jun 2014) (E.O.s 13423 and 13514).

__ (ii) Alternate I (Oct 2015) of 52.223-13.

__ (42) (i) 52.223-14, Acquisition of EPEAT®-Registered Televisions (Jun 2014) (E.O.s 13423 and 13514).

__ (ii) Alternate I (Jun2014) of 52.223-14.

__ (43) 52.223-15, Energy Efficiency in Energy-Consuming Products (May 2020) ( 42 U.S.C.

8259b).

__ (44) (i) 52.223-16, Acquisition of EPEAT®-Registered Personal Computer Products (Oct 2015) (E.O.s 13423 and 13514).

__ (ii) Alternate I (Jun 2014) of 52.223-16.

_X_ (45) 52.223-18, Encouraging Contractor Policies to Ban Text Messaging While Driving (Jun 2020) (E.O. 13513).

Document Title Executive Leadership Team Building Seminar

__ (46) 52.223-20, Aerosols (Jun 2016) (E.O. 13693).

__ (47) 52.223-21, Foams (Jun2016) (E.O. 13693).

__ (48) (i) 52.224-3 Privacy Training (Jan 2017) (5 U.S.C. 552 a).

__ (ii) Alternate I (Jan 2017) of 52.224-3.

_X_ (49) (i) 52.225-1, Buy American-Supplies (Oct 2022) ( 41 U.S.C. chapter 83).

__ (ii) Alternate I (Oct 2022) of 52.225-1.

__ (50) (i) 52.225-3, Buy American-Free Trade Agreements-Israeli Trade Act (Dec 2022) ( 19 U.S.C. 3301 note, 19 U.S.C. 2112 note, 19 U.S.C. 3805 note, 19 U.S.C. 4001 note, 19 U.S.C.

chapter 29 (sections 4501-4732), Public Law 103-182, 108-77, 108-78, 108-286, 108-302, 109- 53, 109-169, 109-283, 110-138, 112-41, 112-42, and 112-43.

__ (ii) Alternate I [Reserved].

__ (iii) Alternate II (Dec 2022) of 52.225-3.

__ (iv) Alternate III (Jan 2021) of 52.225-3.

__ (v) Alternate IV (Oct 2022) of 52.225-3.

__ (51) 52.225-5, Trade Agreements (Dec 2022) ( 19 U.S.C. 2501, et seq., 19 U.S.C. 3301 note).

_X_ (52) 52.225-13, Restrictions on Certain Foreign Purchases (Feb 2021) (E.O.’s, proclamations, and statutes administered by the Office of Foreign Assets Control of the Department of the Treasury).

__ (53) 52.225-26, Contractors Performing Private Security Functions Outside the United States (Oct 2016) (Section 862, as amended, of the National Defense Authorization Act for Fiscal Year 2008; 10 U.S.C. Subtitle A, Part V, Subpart G Note).

__ (54) 52.226-4, Notice of Disaster or Emergency Area Set-Aside (Nov 2007) ( 42 U.S.C.

5150).

__ (55) 52.226-5, Restrictions on Subcontracting Outside Disaster or Emergency Area (Nov2007) ( 42 U.S.C. 5150).

__ (56) 52.229-12, Tax on Certain Foreign Procurements (Feb 2021).

__ (57) 52.232-29, Terms for Financing of Purchases of Commercial Products and Commercial Services (Nov 2021) ( 41 U.S.C. 4505, 10 U.S.C. 3805).

__ (58) 52.232-30, Installment Payments for Commercial Products and Commercial Services (Nov 2021) ( 41 U.S.C. 4505, 10 U.S.C. 3805).

_X_ (59) 52.232-33, Payment by Electronic Funds Transfer-System for Award Management (Oct2018) ( 31 U.S.C. 3332).

__ (60) 52.232-34, Payment by Electronic Funds Transfer-Other than System for Award Management (Jul 2013) ( 31 U.S.C. 3332).

__ (61) 52.232-36, Payment by Third Party (May 2014) ( 31 U.S.C. 3332).

_X_ (62) 52.239-1, Privacy or Security Safeguards (Aug 1996) ( 5 U.S.C. 552a).

__ (63) 52.242-5, Payments to Small Business Subcontractors (Jan 2017) ( 15 U.S.C.

637(d)(13)).

__ (64) (i) 52.247-64, Preference for Privately Owned U.S.-Flag Commercial Vessels (Nov 2021) ( 46 U.S.C. 55305 and 10 U.S.C. 2631).

__ (ii) Alternate I (Apr 2003) of 52.247-64.

__ (iii) Alternate II (Nov 2021) of 52.247-64.

(c) The Contractor shall comply with the FAR clauses in this paragraph (c), applicable to commercial services, that the Contracting Officer has indicated as being incorporated in this

Document Title Executive Leadership Team Building Seminar contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial products and commercial services:

_X_ (1) 52.222-41, Service Contract Labor Standards (Aug 2018) ( 41 U.S.C. chapter67).

_X_ (2) 52.222-42, Statement of Equivalent Rates for Federal Hires (May 2014) ( 29 U.S.C. 206 and 41 U.S.C. chapter 67).

__ (3) 52.222-43, Fair Labor Standards Act and Service Contract Labor Standards-Price Adjustment (Multiple Year and Option Contracts) (Aug 2018) ( 29 U.S.C. 206 and 41 U.S.C.

chapter 67).

__ (4) 52.222-44, Fair Labor Standards Act and Service Contract Labor Standards-Price Adjustment (May 2014) ( 29U.S.C.206 and 41 U.S.C. chapter 67).

__ (5) 52.222-51, Exemption from Application of the Service Contract Labor Standards to Contracts for Maintenance, Calibration, or Repair of Certain Equipment-Requirements (May 2014) ( 41 U.S.C. chapter 67).

__ (6) 52.222-53, Exemption from Application of the Service Contract Labor Standards to Contracts for Certain Services-Requirements (May 2014) ( 41 U.S.C. chapter 67).

_X_ (7) 52.222-55, Minimum Wages for Contractor Workers Under Executive Order 14026 (Jan 2022).

_X_ (8) 52.222-62, Paid Sick Leave Under Executive Order 13706 (Jan 2022) (E.O. 13706).

__ (9) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations (Jun 2020) ( 42 U.S.C. 1792).

(d) Comptroller General Examination of Record. The Contractor shall comply with the provisions of this paragraph (d) if this contract was awarded using other than sealed bid, is in excess of the simplified acquisition threshold, as defined in FAR 2.101, on the date of award of this contract, and does not contain the clause at 52.215-2, Audit and Records-Negotiation.

(1) The Comptroller General of the United States, or an authorized representative of the Comptroller General, shall have access to and right to examine any of the Contractor’s directly pertinent records involving transactions related to this contract.

(2) The Contractor shall make available at its offices at all reasonable times the records, materials, and other evidence for examination, audit, or reproduction, until 3 years after final payment under this contract or for any shorter period specified in FAR subpart 4.7, Contractor Records Retention, of the other clauses of this contract. If this contract is completely or partially terminated, the records relating to the work terminated shall be made available for 3 years after any resulting final termination settlement. Records relating to appeals under the disputes clause or to litigation or the settlement of claims arising under or relating to this contract shall be made available until such appeals, litigation, or claims are finally resolved.

(3) As used in this clause, records include books, documents, accounting procedures and practices, and other data, regardless of type and regardless of form. This does not require the Contractor to create or maintain any record that the Contractor does not maintain in the ordinary course of business or pursuant to a provision of law.

(e)

Document Title Executive Leadership Team Building Seminar

(1) Notwithstanding the requirements of the clauses in paragraphs (a), (b), (c), and (d) of this clause, the Contractor is not required to flow down any FAR clause, other than those in this paragraph (e)(1), in a subcontract for commercial products or commercial services. Unless otherwise indicated below, the extent of the flow down shall be as required by the clause-

(i) 52.203-13, Contractor Code of Business Ethics and Conduct (Nov 2021) ( 41 U.S.C. 3509).

(ii) 52.203-19, Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements (Jan 2017) (section 743 of Division E, Title VII, of the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. L. 113-235) and its successor provisions in subsequent appropriations acts (and as extended in continuing resolutions)).

(iii) 52.204-23, Prohibition on Contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab and Other Covered Entities (Nov 2021) (Section 1634 of Pub. L.

115-91).

(iv) 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment. (Nov 2021) (Section 889(a)(1)(A) of Pub. L. 115-232).

(v) 52.204-27, Prohibition on a ByteDance Covered Application (Jun 2023) (Section 102 of Division R of Pub. L. 117-328).

(vi) 52.219-8, Utilization of Small Business Concerns (Oct 2022) ( 15 U.S.C. 637(d)(2) and (3)), in all subcontracts that offer further subcontracting opportunities. If the subcontract (except subcontracts to small business concerns) exceeds the applicable threshold specified in FAR 19.702(a) on the date of subcontract award, the subcontractor must include 52.219-8 in lower tier subcontracts that offer subcontracting opportunities.

(vii) 52.222-21, Prohibition of Segregated Facilities (Apr 2015).

(viii) 52.222-26, Equal Opportunity (Sep 2015) (E.O.11246).

(ix) 52.222-35, Equal Opportunity for Veterans (Jun 2020) ( 38 U.S.C. 4212).

(x) 52.222-36, Equal Opportunity for Workers with Disabilities (Jun 2020) ( 29 U.S.C. 793).

(xi) 52.222-37, Employment Reports on Veterans (Jun 2020) ( 38 U.S.C. 4212).

(xii) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act (Dec 2010) (E.O. 13496). Flow down required in accordance with paragraph (f) of FAR clause 52.222-40.

(xiii) 52.222-41, Service Contract Labor Standards (Aug 2018) ( 41 U.S.C. chapter 67).

(xiv) (A) 52.222-50, Combating Trafficking in Persons (Nov 2021) ( 22 U.S.C. chapter 78 and E.O 13627).

(B) Alternate I (Mar 2015) of 52.222-50 ( 22 U.S.C. chapter 78 and E.O. 13627).

(xv) 52.222-51, Exemption from Application of the Service Contract Labor Standards to Contracts for Maintenance, Calibration, or Repair of Certain Equipment-Requirements (May 2014) ( 41 U.S.C. chapter 67).

(xvi) 52.222-53, Exemption from Application of the Service Contract Labor Standards to Contracts for Certain Services-Requirements (May 2014) ( 41 U.S.C. chapter 67).

(xvii) 52.222-54, Employment Eligibility Verification (May 2022) (E.O. 12989).

(xviii) 52.222-55, Minimum Wages for Contractor Workers Under Executive Order 14026 (Jan 2022).

(xix) 52.222-62, Paid Sick Leave Under Executive Order 13706 (Jan 2022) (E.O. 13706).

(xx) (A) 52.224-3, Privacy Training (Jan 2017) ( 5 U.S.C. 552a).

Document Title Executive Leadership Team Building Seminar

(B) Alternate I (Jan 2017) of 52.224-3.

(xxi) 52.225-26, Contractors Performing Private Security Functions Outside the United States (Oct 2016) (Section 862, as amended, of the National Defense Authorization Act for Fiscal Year 2008; 10 U.S.C. Subtitle A, Part V, Subpart G Note).

(xxii) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations (Jun 2020) ( 42 U.S.C. 1792). Flow down required in accordance with paragraph (e) of FAR clause 52.226-6.

(xxiii) 52.232-40, Providing Accelerated Payments to Small Business Subcontractors (Mar 2023) ( 31 U.S.C. 3903 and 10 U.S.C. 3801). Flow down required in accordance with paragraph (c) of 52.232-40.

(xxiv) 52.247-64, Preference for Privately Owned U.S.-Flag Commercial Vessels (Nov 2021) ( 46 U.S.C. 55305 and 10 U.S.C. 2631). Flow down required in accordance with paragraph (d) of FAR clause 52.247-64.

(2) While not required, the Contractor may include in its subcontracts for commercial products and commercial services a minimal number of additional clauses necessary to satisfy its contractual obligations.

(End of clause)

3.2 CUSTOM CLAUSES

CUSTOM CLAUSE #1 – ELECTRONIC INVOICING AND PAYMENT

REQUIREMENTS - INVOICE PROCESSING PLATFORM (IPP) (APRIL 2013)

Payment requests must be submitted electronically through the U. S. Department of the Treasury's Invoice Processing Platform System (IPP).

"Payment request" means any request for contract financing payment or invoice payment by the Contractor. To constitute a proper invoice, the payment request must comply with the requirements identified in the applicable Prompt Payment clause included in the contract, or the clause 52.212-4 Contract Terms and Conditions - Commercial Items included in commercial item contracts. The IPP website address is: https://www.ipp.gov.

Under this contract, the following documents are required to be submitted as an attachment to the IPP invoice:

Invoice Contents:

➢ Invoices will be paid upon approval and acceptance by the Government technical

POC. Invoices must include, as a minimum, the following information:

1. Order Number

2. Item number of deliverable

3. Description of deliverable

4. Price of deliverable

5. Quantity of deliverable

6. Date deliverable was provided to the Government for inspection

7. Serial number/part number if applicable https://www.ipp.gov/

Document Title Executive Leadership Team Building Seminar

➢ The contractor is responsible for ensuring invoices submitted are accurate and complete

➢ Additional supporting documentation MAY BE REQUESTED at the discretion of the technical POC

➢ Final Invoice Within sixty calendar days of product acceptance and/or completion of services:

a. The contractor shall submit a final invoice, designated as such by a clear statement of “FINAL INVOICE” on the face of the invoice document.

b. The contractor shall provide a certificate of completion which certifies all goods and service have been provided as required by this award.

c. The contractor shall provide a release of claims against the government for any further payment under this award.

➢ The sixty-calendar day submission timeframe shall not be extended without written authorization from the contracting officer. In the event items a, b, or c above are not submitted within the authorized timeframe, the contracting officer will make final cost determinations in order to make final payment and close out the contract unilaterally.

The Contractor must use the IPP website to register access and use IPP for submitting requests for payment. The Contractor Government Business Point of Contact (as listed in SAM) will receive enrollment instructions via email from the Federal Reserve Bank of St. Louis (FRBSTL) within 3 - 5 business days of the contract award date. Contractor assistance with enrollment can be obtained by contacting the IPP Production Helpdesk via email IPPCustomerSupport@fiscal.treasury.gov or phone (866) 973-3131.

If the Contractor is unable to comply with the requirement to use IPP for submitting invoices for payment, the Contractor must submit a waiver request in writing to the Contracting Officer with its proposal or quotation.

(End of Local Clause)

CUSTOM CLAUSE #2 – NOTICE REGARDING LATE DELIVERY/DELAYED

PERFORMANCE

The contractor will immediately notify the Contracting Officer in writing in the event the contractor encounters difficulty in performance by giving pertinent details, including the date by which it expects to complete performance or make delivery. However, the notification will be informal only in character and will not be construed as a waiver by the Government of any contractual delivery schedule or date, or any rights or remedies provided by law or under this effort.

(End of clause) mailto:IPPCustomerSupport@fiscal.treasury.gov

Document Title Executive Leadership Team Building Seminar

3.3 PROVISIONS

PROVISIONS INCORPORATED BY REFERENCE

This solicitation incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these addresses:

• FAR Clauses: www.acquisition.gov/browsefar

• DIAR Clauses: www.acquisition.gov/diar

Provision Title Date 52.203-18 Prohibition on Contracting with Entities that Require Certain Internal

Confidentiality Agreements or Statements-Representation

SEP 2007

52.204-7 System for Award Management OCT 2018 52.204-16 Commercial and Government Entity Code Reporting AUG 2020 52.204-17 Ownership or Control of Offeror AUG 2020 52.204-20 Predecessor of Offer AUG 2020 52.204-22 Alternative Line Item Proposal JAN 2017 52.204-24 Representation Regarding Certain Telecommunications and Video

Surveillance Services or Equipment

NOV 2021

52.204-26 Covered Telecommunications Equipment or Services – Representation OCT 2020 52.209-2 Prohibition on Contracting with Inverted Domestic Corporations-

Representation

NOV 2015

52.209-11 Representation by Corporations Regarding Delinquent Tax Liability or a Felony Conviction under and Federal Law

FEB 2016

52.212-1 Instructions to Offerors—Commercial Items NOV 2021 52.212-3 Offeror Representations and Certifications—Commercial Items NOV 2021 52.225-25 Prohibition on Contracting with Entities Engaging in Certain Activities or Transactions Relating to Iran-Representation and Certifications

JUN 2020

1452.280-1 Notice of Indian small business economic enterprise set-aside JUL 2013 http://www.acquisition.gov/browsefar http://www.acquisition.gov/diar

Document Title Executive Leadership Team Building Seminar

SECTION 4 INSTRUCTIONS TO OFFERORS

4.1 QUOTATION DUE DATE & TIME

Quotes MUST be received on or before:

1700 Eastern Daylight Time (EDT), Friday, June 23, 2023.

NOTE: It is the offeror’s responsibility to ensure/verify that the government received their submission on or before the time specified. If the quote is not received by the government on or before the date and time specified, the offeror’s submission will be considered late.

The addressed designated for receipt of quotes is:

Attn: Athena Straniere, Contracting Officer Email: athena.straniere@bia.gov

4.2 QUOTATION CONTENTS

In order to participate under this acquisition all interested parties must submit a submission in accordance with the terms and conditions stated herein.

The…