Sol_140D0420Q0250.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

D51

Herndon VA 20170 381 Elden Street, Suite 4000 IBC,AQD,Dv5,Br1,VA

0008351402 CODE 16. ADMINISTERED BYCODE

X

X

519130

SIZE STANDARD:

% FOR:SET ASIDE:UNRESTRICTED ORD51

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

04/13/2020 1500 ET

04/06/2020

0000Andrew Burleson (No collect calls)

INFORMATION CALL:

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

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

140D0420Q0250

5. SOLICITATION NUMBER

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

1 22 0040478899OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

TELEPHONE NO.

17a. CONTRACTOR/

Washington DC 20240-0001 1849 C St NW MS 6556

DOI OFC OF THE SOLICITOR

15. DELIVER TO

Herndon VA 20170 381 Elden Street, Suite 4000

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

1,000

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

ISSUE DATE

DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

11.

SEE SCHEDULEX

12. DISCOUNT TERMS

THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13a.

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

8(A)

IBC,AQD,Dv5,Br1,VA

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

Header Text: The Office of the Solicitor seeks the acquisition of 5 SOL and DOI User Accounts for an Online Automated Financial Research Tool.

The period of performance for this effort is the date of award through a period of one year (the Base Period). This effort includes four subsequent one year option periods, which may be unilaterally exercised by the Government. Each option period shall have a period of performance of 12 months... Supporting documentation is attached.

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

HEREIN, IS ACCEPTED AS TO ITEMS:

DATED

Craig Heggestad

. 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

31c. DATE SIGNED

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

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

30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (Type or print)

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

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

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

26. TOTAL AWARD AMOUNT (For Govt. Use Only)

OFFER

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

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

30a. SIGNATURE OF OFFEROR/CONTRACTOR

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

25. ACCOUNTING AND APPROPRIATION DATA

29. AWARD OF CONTRACT:

REF.

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32c. DATE 32b. SIGNATURE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

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

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

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

37. CHECK NUMBER

FINALPARTIAL

36. PAYMENT

FINALPARTIAL

35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER33. SHIP NUMBER

COMPLETE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

42d. TOTAL CONTAINERS42c. DATE REC'D (YY/MM/DD)

42b. RECEIVED AT (Location)

42a. RECEIVED BY (Print)

41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

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

STANDARD FORM 1449 (REV. 2/2012) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

Legacy Doc #: DO

Delivery: 04/23/2021

00010 Online Automated Financial Research Tool

Product/Service Code: D317

Product/Service Description: IT AND TELECOM-

WEB-BASED SUBSCRIPTION

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

22 2 of

United States Department of the Interior

INTERIOR BUSINESS CENTER

Washington, DC 20240

RFQ 140D0420Q0250 Page 1 of 15

April 6, 2020.

To: All Prospective Offerors

From: Acquisition Services Directorate / Interior Business Center

Subject: Online Financial Research Software Subscription with Technical Support for the Department of the Interior (DOI), Office of the Solicitor (SOL), in Washington, DC.

(i) This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in FAR Subpart 12.6, as supplemented with additional information included in this notice.

This announcement constitutes the only solicitation; quotes are being requested and a written solicitation will not be issued.

(ii) The solicitation number is 140D0420Q0250 and is a Request for Quotation (RFQ).

(iii) The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2020-05, dated 02-27-2020.

(iv) This is not a small business set-aside. This synopsis/solicitation is issued as a full and open competition.

The associated NAICS Code and Size Standards are as follows:

a. NAICS Code: 519130, Internet Publishing and Broadcasting and Web Search Portals

b. Size Standard: 1,000 Employees

(v) Contract Line Item Numbers (CLIN):

Period of

Performance CLIN Description Contract Type Price

Base Period 00010 Online Automated Financial Research Software Subscription with Technical Support (for up to 5 users within DOI)

Firm-Fixed Price $____________

Option Year 1 00020 Online Automated Financial Research Software Subscription with Technical Support (for up to 5 users within DOI)

Firm-Fixed Price $_____________

Option Year 2 00030 Online Automated Financial Research Software Subscription

Firm-Fixed Price $_____________

RFQ 140D0420Q0250 Page 2 of 15 with Technical Support (for up to 5 users within DOI)

Option Year 3 00040 Online Automated Financial Research Software Subscriptionwith Technical Support (for up to 5 users within DOI)

Firm-Fixed Price $_____________

Option Year 4 00050 Online Automated Financial Research Software Subscription with Technical Support (for up to 5 users within DOI)

Firm-Fixed Price $_____________

(vi) Description of Requirements: This requirement is for online automated financial research software subscription for five named users along with technical support services.

Please see Attachment 1: Statement of Work (SOW) dated February 25, 2020 for detailed requirements.

(vii) Period of Performance: The period of performance will be for one (1) twelve (12) month base period from the date of award plus four (4) 12-month option periods that may be unilaterally exercised by the Government.

Delivery: The software subscription must comply with all delivery requirements as specified in the Statement of Work (SOW).

(viii) 52.212-1 Instructions to Offerors – Commercial Items (Jan 2017), applies to this acquisition. As an addendum to this provision, Offerors are instructed to submit questions and quotations per the following instructions:

For the purposes of this acquisition, any reference to submission, offer, offeror, quote, or quoter are all synonymous with a quote.

Quote Format

Volume 1: Technical Quote is limited to 6 pages. There is no limitation on the number of pages for the Price Quote. The Cover Page, and any Table of Contents are excluded from the page limitations of the volume.

All documentation submitted shall be in any font style, but no smaller than point size 11, single spaced, single sided, 8.5 X 11 inch paper. Graphics may be in any font, no smaller than point size

8. Any pages larger than 8.5 X 11 inches will be considered 2 pages. Any pages in excess of the page limits specified will not be evaluated.

RFQ 140D0420Q0250 Page 3 of 15

Quotes shall be provided in two (2) separate volumes as directed below.

The failure to submit any of the information requested in this RFQ may lead to the rejection of your quotation without further consideration.

Cover Page

A Cover Page that precedes Volume I shall be provided. The Cover Page will include the following information:

1. Name and Address of Offeror;

2. Corresponding solicitation number and acknowledgement of solicitation amendments, if applicable;

3. Tax Identification Number (TIN);

4. Dun & Bradstreet Number (DUNS);

5. Small Business Representations made by the Vendor;

6. Contact Name(s) and Contact Information

7. Solicitation Number and Date of Quotation

Volume 1 - Technical Quote:

The technical quote shall be clear, concise, and shall include sufficient detail for effective evaluation and for substantiating the validity of stated claims. The quote shall not simply rephrase or restate the Government’s requirements but rather, shall provide rationale to address how the Offeror intends to meet the requirements. The technical quote cannot make any reference to price.

Note - Offerors shall not include any price related information in their technical quote.

Assumptions, Conditions, or Exceptions

Offerors shall indicate, in this section only, if any technical related assumptions have been made, conditions have been stipulated, or exceptions have been taken with this requirement. If not noted in this section of the quote, it will be assumed that the quotation reflects no technical assumptions for award and agrees to comply with all of the terms and conditions set forth herein. It is not the responsibility of the Government to seek out and identify assumptions, conditions, or exceptions buried within the offeror’s quote. Accordingly, any technical related assumptions, conditions, or exceptions listed in any other volume or section will be null and void.

Technical Capabilities

The offeror’s technical capabilities to meet this requirement shall include sufficient information for the Government to determine the quality of the software and support offered to meet the requirements and deliverables as set forth in the SOW. The offeror shall provide sufficient information to describe its capability in providing the requirements as outlined in the SOW sections included below:

RFQ 140D0420Q0250 Page 4 of 15

1. Mandatory System Capabilities

2. Required Databases

3. Support Services

4. All requirements included in Task 1 – Provide DOI/SOL Research and Technical Support

Volume 2 - Price Quote and Assumptions:

Price quotes shall include the following information:

Assumptions, Conditions, or Exceptions

Offerors shall indicate, in this section only, if any price related assumptions have been made, conditions have been stipulated, or exceptions have been taken with this requirement. If not noted in this section of the quote, it will be assumed that the quotation reflects no price assumptions for award and agrees to comply with all of the terms and conditions set forth herein. It is not the responsibility of the Government to seek out and identify assumptions, conditions, or exceptions buried within the offeror’s quote. Accordingly, any price related assumptions, conditions, or exceptions listed in any other volume or section will be null and void.

Price

A firm-fixed price for the CLIN’s as provided in paragraph (v) above along with the basis for all pricing must be provided. Price quotes shall contain sufficient detailed pricing information to substantiate the proposed pricing.

(ix) 52.212-2 Evaluation—Commercial Items (October 2014), applies to this acquisition with the following included in paragraph (a), “The following factors shall be used to evaluate offers:”

Technical Capability of the item offered to meet the Government requirement; and price.

(x) 52.212-3 Offeror Representations and Certifications—Commercial Items (Mar 2020), must be completed and a copy included with the offer, unless the offeror’s System for Award Management record is current. If so, the offeror must state this in their quote.

(xi) 52.212-4 Contract Terms and Conditions—Commercial Items (Jan 2017), applies to this acquisition. The following addenda applies to this clause.

FAR 52.252-1 Solicitation Provisions Incorporated by Reference (Feb 1998)

This solicitation incorporates one or more solicitation provisions 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. The Offeror is cautioned that the listed provisions may include blocks that must be completed by the offeror and submitted with its quotation or offer. In lieu of submitting the full text of those provisions, the offeror may identify the provisions by paragraph identifier and provide the appropriate information with its quotation or offer. Also, the full text of a provision may be accessed electronically at this address:

http://www.acquisition.gov/far/

RFQ 140D0420Q0250 Page 5 of 15

FAR 52.204-16 Commercial and Government Entity Code Reporting (Jul 2016)

FAR 52.209-7 Information Regarding Responsibility Matters. (Jul 2013)

(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 proceeding 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:

(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 proceeding, a finding of fault and liability that results in—

RFQ 140D0420Q0250 Page 6 of 15

(A) The payment of a monetary fine or penalty of $5,000 or more; or

(B) The payment of a reimbursement, restitution, or damages in excess of $100,000.

(iv) In a criminal, civil, or administrative proceeding, a disposition of the matter by consent or compromise with an acknowledgment of fault by the Contractor if the proceeding could have led to any of the outcomes specified in paragraphs (c)(1)(i), (c)(1)(ii), or (c)(1)(iii) of this provision.

(2) If the offeror has been involved in the last five years in any of the occurrences listed in (c)(1) of this provision, whether the offeror has provided the requested information with regard to each occurrence.

(d) The offeror shall post the information in paragraphs (c)(1)(i) through (c)(1)(iv) of this provision in FAPIIS as required through maintaining an active registration in the System for Award Management database via https://www.acquisition.gov (see 52.204-7).

(End of provision)

Department of the Interior Acquisition Regulations (DIAR) Provisions

DIAR 1452.215-71 Use and Disclosure of Proposal Information (Apr 1984)

(a) Definitions. For the purposes of this provision and the Freedom of Information Act (5 U.S.C. 552), the following terms shall have the meaning set forth below:

(1) "Trade Secret" means an unpatented, secret, commercially valuable plan, appliance, formula, or process, which is used for making, preparing, compounding, treating or processing articles or materials which are trade commodities.

(2) "Confidential commercial or financial information" means any business information (other than trade secrets) which is exempt from the mandatory disclosure requirement of the Freedom of Information Act, 5 U.S.C. 552. Exemptions from mandatory disclosure which may be applicable to business information contained in proposals include exemption (4), which covers "commercial and financial information obtained from a person and privileged or confidential," and exemption (9), which covers "geological and geophysical information, including maps, concerning wells."

(b) If the offeror, or its subcontractor(s), believes that the proposal contains trade secrets or confidential commercial or financial information exempt from disclosure under the Freedom of Information Act, (5 U.S.C. 552), the cover page of each copy of the proposal shall be marked with the following legend:

"The information specifically identified on pages ______ of this proposal constitutes trade secrets or confidential commercial and financial information which the offeror believes to be exempt from disclosure under the Freedom of Information Act. The offeror requests that this information not be disclosed to the public, except as may be required by law. The offeror also requests that this information not be used in whole or part by the government for any purpose

RFQ 140D0420Q0250 Page 7 of 15 other than to evaluate the proposal, except that if a contract is awarded to the offeror as a result of or in connection with the submission of the proposal, the Government shall have the right to use the information to the extent provided in the contract."

(c) The offeror shall also specifically identify trade secret information and confidential commercial and financial information on the pages of the proposal on which it appears and shall mark each such page with the following legend:

"This page contains trade secrets or confidential commercial and financial information which the offeror believes to be exempt from disclosure under the Freedom of Information Act and which is subject to the legend contained on the cover page of this proposal."

(d) Information in a proposal identified by an offeror as trade secret information or confidential commercial and financial information shall be used by the Government only for the purpose of evaluating the proposal, except that (i) if a contract is awarded to the offeror as a result of or in connection with submission of the proposal, the Government shall have the right to use the information as provided in the contract, and (ii) if the same information is obtained from another source without restriction it may be used without restriction.

(e) If a request under the Freedom of Information Act seeks access to information in a proposal identified as trade secret information or confidential commercial and financial information, full consideration will be given to the offeror's view that the information constitutes trade secrets or confidential commercial or financial information. The offeror will also be promptly notified of the request and given an opportunity to provide additional evidence and argument in support of its position, unless administratively unfeasible to do so. If it is determined that information claimed by the offeror to be trade secret information or confidential commercial or financial information is not exempt from disclosure under the Freedom of Information Act, the offeror will be notified of this determination prior to disclosure of the information.

(f) The Government assumes no liability for the disclosure or use of information contained in a proposal if not marked in accordance with paragraphs (b) and (c) of this provision. If a request under the Freedom of Information Act is made for information in a proposal not marked in accordance with paragraphs (b) and (c) of this provision, the offeror concerned shall be promptly notified of the request and given an opportunity to provide its position to the Government. However, failure of an offeror to mark information contained in a proposal as trade secret information or confidential commercial or financial information will be treated by the Government as evidence that the information is not exempt from disclosure under the Freedom of Information Act, absent a showing that the failure to mark was due to unusual or extenuating circumstances, such as a showing that the offeror had intended to mark, but that markings were omitted from the offeror's proposal due to clerical error.

(End of Provision)

Acquisition Services Directorate Evaluation of Options Provision (Oct 2015)

The Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic award. This solicitation notified Offerors that the award will include the Government's unilateral option to extend performance for an additional period up to six months under FAR 52.217-8, during which the pricing and terms of the period in which the option was

RFQ 140D0420Q0250 Page 8 of 15 exercised would apply. The Government cannot predict if or when the option may be exercised.

Because any exercise of the Government's option extends the pricing and terms of the period in which the option was exercised, the Government expressly and affirmatively evaluates pricing for the option to extend under 52.217-8 co-extensive with the Government's price evaluation for each of the base and option periods of this award. Because pricing for each period subject to possible extension under the 52.217-8 has been evaluated, pricing for any possible future use of that option to extend has, likewise, been evaluated and would apply in strict accordance with this evaluation in the event of the Government’s exercise of the option to extend services.

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 this/these address(es):

http://www.acquisition.gov/far/

FAR 52.204-18 Commercial and Government Entity Code Maintenance (July 2016)

FAR 52.232-40 Providing Accelerated Payments to Small Business Subcontractors (Dec 2013)

FAR 52.217-8 Option to Extend Services (Nov 1999)

The Government may require continued performance of any services within the limits and at the rates specified in the contract. These rates may be adjusted only as a result of revisions to prevailing labor rates provided by the Secretary of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder shall not exceed six months. The Contracting Officer may exercise the option by written notice to the Contractor within the current period of performance.

(End of Clause)

FAR 52.217-9 Option to Extend the Term of the Contract (Mar 2000)

(a) The Government may extend the term of this contract by written notice to the Contractor within one (1) day; provided that the Government gives the Contractor a preliminary written notice of its intent to extend at least five (5) days before the contract expires. The preliminary notice does not commit the Government to an extension.

(b) If the Government exercises this option, the extended contract shall be considered to include this option clause.

(c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed five (5) years and six (6) months.

(End of Clause)

RFQ 140D0420Q0250 Page 9 of 15

FAR 52.252-6 -- Authorized Deviations in Clauses (Apr 1984)

(a) The use in this solicitation or contract of any Federal Acquisition Regulation (48 CFR Chapter

1) clause with an authorized deviation is indicated by the addition of “(DEVIATION)” after the date of the clause.

(b) The use in this solicitation or contract of any Department of the Interior Acquisition Regulation Supplement (DIAR) (48 CFR Chapter 14) clause with an authorized deviation is indicated by the addition of “(DEVIATION)” after the name of the regulation.

(End of Clause)

DIAR Clauses

DOI 1452.201-70 Authorities and Delegations (Sep 2011)

(a) The Contracting Officer is the only individual authorized to enter into or terminate this contract, modify any term or condition of this contract, waive any requirement of this contract, or accept nonconforming work.

(b) The Contracting Officer will designate a Contracting Officer's Representative (COR) at time of award. The COR will be responsible for technical monitoring of the contractor's performance and deliveries. The COR will be appointed in writing, and a copy of the appointment will be furnished to the Contractor. Changes to this delegation will be made by written changes to the existing appointment or by issuance of a new appointment.

(c) The COR is not authorized to perform, formally or informally, any of the following actions:

(1) Promise, award, agree to award, or execute any contract, contract modification, or notice of intent that changes or may change this contract;

(2) Waive or agree to modification of the delivery schedule;

(3) Make any final decision on any contract matter subject to the Disputes Clause;

(4) Terminate, for any reason, the Contractor's right to proceed;

(5) Obligate in any way, the payment of money by the Government.

(d) The Contractor shall comply with the written or oral direction of the Contracting Officer or authorized representative(s) acting within the scope and authority of the appointment memorandum. The Contractor need not proceed with direction that it considers to have been issued without proper authority. The Contractor shall notify the Contracting Officer in writing, with as much detail as possible, when the COR has taken an action or has issued direction (written or oral) that the Contractor considers to exceed the COR's appointment, within 3 days of the occurrence. Unless otherwise provided in this contract, the Contractor assumes all costs, risks, liabilities, and consequences of performing any work it is directed to perform that falls within any of the categories defined in paragraph (c) prior to receipt of the Contracting Officer's response issued under paragraph (e) of this clause.

(e) The Contracting Officer shall respond in writing within 30 days to any notice made under paragraph (d) of this clause. A failure of the parties to agree upon the nature of a direction, or upon the contract action to be taken with respect thereto, shall be subject to the provisions of the Disputes clause of this contract.

RFQ 140D0420Q0250 Page 10 of 15

(f) The Contractor shall provide copies of all correspondence to the Contracting Officer and the

COR.

(g) Any action(s) taken by the Contractor, in response to any direction given by any person acting on behalf of the Government or any Government official other than the Contracting Officer or the COR acting within his or her appointment, shall be at the Contractor's risk.

(End of clause)

Acquisition Services Directorate Custom Clauses

Custom Clause #1 – AQD Electronic Invoicing and Payment – Requirements – Invoice Processing Platform (IPP) (Apr 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 must include, as a minimum, the following information:

1. Contract/Purchase Order Number

2. Description of Service/Deliverable

3. CLIN/Line Item Number

4. Quantity of deliverable

5. Date deliverable was provided to the Government for inspection

The contractor is responsible for ensuring invoices submitted are accurate and complete, and all labor, travel and other direct costs are in accordance with federal guidelines, the FTR and other Government mandates and directives.

Additional supporting documentation MAY BE REQUESTED at the discretion of the COR or CO.

PAYMENT:

a. Payments under this order will be due 30 calendar days after the date of actual receipt of proper invoice in the office designated to receive the original invoice or final acceptance of the goods or services, whichever is later.

b. The date of the check issued in payment or the date of payment by wire transfer through the Treasury Financial Communications System shall be considered to be the day payment is made.

RFQ 140D0420Q0250 Page 11 of 15

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 contract.

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

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 Boston (FRBB) prior to the contract award date, but no more than 3 - 5 business days of the contract award date.

Contractor assistance with enrollment can be obtained by contacting the IPP Production Helpdesk via email ippgroup@bos.frb.org 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 Custom Clause)

(xii) 52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders -- Commercial Items (Mar 2020), applies to this acquisition. The following FAR clauses cited within 52.212-5 are applicable to this acquisition: 52.204-10; 52.209-6; 52.219-28; 52.222-3;

52.222-21; 52.222-26; 52.222-36; 52.222-50; 52.223-18; 52.225-13; and 52.232-33.

(xiii) Additional Contract Requirements and Terms and Conditions: N/A

(xiv) Defense Priorities and Allocations System (DPAS) and assigned rating: N/A

(xv) Offerors are required to submit their quotes via email to andrew_burleson@ibc.doi.gov and Craig_Heggestad@ibc.doi.gov on or before 3:00 PM Eastern Standard Time on Monday, April 13, 2020.

(xvi) All questions regarding this requirement must be submitted via email to andrew_burleson@ibc.doi.gov and Craig_Heggestad@ibc.doi.gov no later than 3:00 PM Eastern Standard Time on Thursday April 9, 2020.

All email inquiries shall have “Question – RFQ 140D0420Q0250” included in the subject line.

Questions submitted by a method other than email will not be accepted nor answered.

RFQ 140D0420Q0250 Page 12 of 15

ATTACHMENTS:

Attachment 1: Statement of Work (SOW)

DOI-SOL Online Automated Financial Research Services February 25, 2020

Statement of Work

U.S. Department of the Interior (DOI) – Office of the Solicitor (SOL) Online Automated Financial Research

1. BACKGROUND

The Ethics Office is part of the Office of the Solicitor (SOL) within the Department of Interior (DOI). The Ethics Office seeks to promote an ethical culture among DOI employees, allowing both employees and the public to have confidence in the Department’s management of America’s vast natural and cultural resources. We build this ethical culture by providing ethics advice, counseling and education to DOI’s employees, as well as managing the financial disclosure report process. This review of financial disclosure reports affirms to the public that our integrity is beyond reproach, thereby ensuring the public’s trust in the DOI’s employees and program.

Each year the Ethics Office compiles a list of companies that are prohibited for investment by certain employees within DOI. DOI’s annual Acreage Report/ Prohibited List is used by ethics counselors within the Departmental Ethics Office, the Office of the Secretary of the Interior, the Office of Inspector General, the Bureau of Land Management, the Bureau of Ocean Energy Management, and the Bureau of Safety and Environmental Enforcement and the U.S. Geological Survey.

To prepare the prohibited list, ethics counselors must review and analyze over 13,000-line items of data from the Bureau of Land Management and the Bureau of Ocean and Energy Management to produce a final project that:

1) Identifies by name companies that lease Federal land from DOI for energy exploration, production, and development;

2) Lists the amount of acreage leased by each company and identifies the leased acreage in the categories of coal, offshore oil/gas, onshore oil/gas, wind, and geothermal;

3) Indicates which companies are publicly traded and which are privately owned; and

4) Lists the stock ticker symbols and exchanges of all publicly traded companies.

To ensure that the prohibited list is accurate, it is imperative that the following is accounted for: the direct subsidiaries of parent companies, mergers and acquisitions, and 50/50 joint ventures.

Therefore, to adequately develop the prohibited list and thereby provide ethics advice to its various clients, certain ethics counselors within the Ethics Office require access to automated financial research services so that we have access to the necessary financial information to develop the prohibited list.

Accurate financial disclosure advice is an essential function to the efficient and effective operation of our organization in conducting its business of providing legal advice and ensuring the integrity of the Department.

2. OBJECTIVE

The purpose of this contract is to provide automated, online financial research services and technical support services for the Department’s legal community.

3. TYPE OF CONTRACT

Firm-Fixed-Price

4. SCOPE OF WORK

The Contractor will provide automated, online financial research services software for up to 5 users in the SOL and the Department to include:

a. Mandatory System Capabilities o Full text search and retrieval functions appropriate for accessing online databases.

o A menu selection process that enables users to access databases by name or through retrieval of previously selected databases.

o Search capabilities including Boolean and proximity search operators, natural language searching, the ability to restrict searches within a specific segment/field, multi-database/library searching, search request histories, and automated search capabilities.

o Download and print capabilities of retrieved documents at no additional cost, including available PDF Formats.

o 24/7 system availability under normal circumstances, except when provided at least 48 hours advance notice and not occurring during weekday business hours (8 a.m. to 10 p.m. Eastern Time.

o Accuracy and maintenance of all database files, made available to SOL and DOI users at the same time they are made available to commercial users.

b. Required Databases for all (approximately 5) users o A detailed financial database in which companies that are no longer active/ operational are clearly indicated.

o Detailed company screener/ search feature that contains many years of financial data for global public companies and several years of financial data for at least 100,000 private companies that allows the user to find companies that meet specific financial criteria, including at minimum:

§ Country of Domicile § Industry § Energy

· Oil, Gas, Coal

· Renewable Energy

§ Exchange § Trading Data/Status § Company name (with and without a description) o Simplified company screener/ search feature that automatically provides suggested response as a user types in information.

o Detailed financial data for public companies and private companies that is updated on a regular basis, that includes:

§ An overview of the company;

§ Holdings;

§ Company hierarchy information;

§ Ticker symbol(s);

§ The price of the stock;

§ Exchanges; and § News, including articles pertaining to mergers and acquisitions and 50/50 joint ventures.

§ Key financial ratios § Corporate actions § Capital structures § Issuer credit ratings § Litigation o Company watchlist that allows users to track the news of certain companies.

o The ability to create quick and custom reports for companies with or excluding the following information:

§ Company overview;

§ Historical price, volume, and earnings data;

§ Company management;

§ Holdings;

§ Company hierarchy;

§ Recent filings; and § Company news.

o EDGAR data available for Boolean search.

c. Support Services as follows:

o Training as mutually agreed upon by the COR and the Contractor.

o Telephone technical and research support services, at no additional cost, by toll-free telephone on a continuous basis during system availability hours.

o A mechanism for maintaining user IDs. Requests to add and delete users will be made by the COR or designee in writing, via phone, or via limited-access website, and changes will be made within one business day of receipt of request.

5. SPECIFIC TASKS

The contractor will be directly responsible for ensuring the accuracy, timeliness and completion of all tasks under this effort. Specifically, the contractor shall:

Provide access to online sources in support of the Office of the Solicitor, Department of the Interior.

Establish system passwords, provide end-user training at the users’ office locations, provide technical support to ensure connectivity, supply user documentation and training manuals and track usage of online service. The Contractor is responsible for executing and facilitating transition-in and transition-out for each task.

Provide any additional services and features that the Contractor customarily provides its commercial customers for the types of services described in this performance statement of work.

5.1 TASK 1 – PROVIDE SOL RESEARCH AND TECHNICAL SUPPORT

In fulfillment of this effort, the contractor shall provide the following deliverables. All deliverables shall be submitted to the Contracting Officer’s Representative (COR), unless otherwise agreed upon.

o 5 Users within DOI-SOL- Departmental Ethics Office o Unlimited use of all Standard Databases o Unlimited use of ability to query and/or key in a question in plain English o Unlimited use of Terms and Connectors Searches and/or use of Boolean search method o Unlimited use of all types of Searches o Unlimited Alert or Notification Services o Unlimited Printing and Downloading of Documents o Provide software and/or application o Provide IT installation assistance, if necessary o On and off-site training when requested and agreed upon o Provide Customer Support 24/7 o Provide user administrative rights availability for creation of user IDs, passwords and reset capabilities o Provide simultaneous user access to the system for all active users

5.1.2. Availability Requirement

The service must be available 365 days per year, 24 hours per day, 7 days a week.

5.1.3. Technical and Functional Requirements/ Deliverable Format

The service shall be browser-based and must be available over the Internet. There must be a single log-in for systems access to all databases. Users will have the capability to search for sources using Boolean logic and natural language searches. Further users must be able to search multiple databases at once. Users will have the capability to download and store resulting documents to a server or local drive, email and print such documents from the screen.

5.1.4. Training Requirements

The service must include the availability of user training onsite or online.

6. PERFORMANCE

6.1. Period of Performance

The period of performance for this effort is date of award through a period of one year (the Base Period). This effort includes four subsequent one year option periods, which may be unilaterally exercised by the Government. Each option period shall have a period of performance of 12 months. All terms and conditions applicable to the base period shall extend to the options unless otherwise agreed upon.

6.2. Place(s) of Performance

The system will be available to authorized users via the internet or other method as mutually agreed to by both parties at any and all SOL-approved sites.

7. OTHER PERFORMANCE REQUIREMENTS

7.1. Disclosure of Information

Information made available to the contractor by the Government for the performance or administration of this effort will be used only for those purposes and will not be used in any other way without the written agreement of the Contracting Officer (CO).