Sol_SOL-CI-17-00102.pdf

SOL-CI-17-00102

SOLICITATION, OFFER AND AWARD

4. TYPE OF SOLICITATION2. CONTRACT NUMBER 3. SOLICITATION NUMBER

7. ISSUED BY CODE 8. ADDRESS OFFER TO (If other than Item 7)

ORDER UNDER DPAS (15 CFR 700)

6. REQUISITION/PURCHASE NUMBER

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

NEGOTIATED (RFP)

SEALED BID (IFB)

5. DATE ISSUED

1. THIS CONTRACT IS A RATED RATING PAGE OF PAGES

1 89

C. E-MAIL ADDRESS

EXT.NUMBERAREA CODE

B. TELEPHONE (NO COLLECT CALLS)A. NAME

10. FOR

INFORMATION

CALL:

CAUTION: LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

(Date)(Hour) local timeuntildepository located in copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if hand carried, in the

SOLICITATION

9. Sealed offers in original and

PART IV - REPRESENTATIONS AND INSTRUCTIONS

OTHER STATEMENTS OF OFFERORS

EVALUATION FACTORS FOR AWARD

INSTRS., CONDS., AND NOTICES TO OFFERORS

REPRESENTATIONS, CERTIFICATIONS AND

LIST OF ATTACHMENTS

CONTRACT CLAUSES

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

I

J

K

L

M SPECIAL CONTRACT REQUIREMENTS

CONTRACT ADMINISTRATION DATA

DELIVERIES OR PERFORMANCE

INSPECTION AND ACCEPTANCE

PACKAGING AND MARKING

DESCRIPTION/SPECS./WORK STATEMENT

SUPPLIES OR SERVICES AND PRICES/COSTS

SOLICITATION/CONTRACT FORM

PART II - CONTRACT CLAUSESPART I - THE SCHEDULE

H

G

F

E

D

C

B

A

SEC. DESCRIPTION PAGE(S) (X) DESCRIPTION SEC. (X)

11. TABLE OF CONTENTS

18. OFFER DATE17. SIGNATURE

SUCH ADDRESS IN SCHEDULE.

IS DIFFERENT FROM ABOVE - ENTER

15C. CHECK IF REMITTANCE ADDRESS

EXT.NUMBERAREA CODE

15B. TELEPHONE NUMBER

(Type or print)AND

ADDRESS

OF

OFFEROR

CODE FACILITY

16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER15A. NAME

DATEAMENDMENT NO.DATEAMENDMENT NO.

and related documents numbered and dated):

amendments to the SOLICITATION for offerors

(The offeror acknowledges receipt of

14. ACKNOWLEDGEMENT OF AMENDMENTS

CALENDAR DAYS (%)30 CALENDAR DAYS (%)20 CALENDAR DAYS (%)10 CALENDAR DAYS (%)

(See Section I, Clause No. 52.232.8)

13. DISCOUNT FOR PROMPT PAYMENT

designated point(s), within the time specified in the schedule.

by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the

12. In compliance with the above, the undersigned agrees, if this offer is accepted within ______________ calendar days (60 calendar days unless a different period is inserted

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

OFFER (Must be fully completed by offeror)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

28. AWARD DATE

(Signature of Contracting Officer)

27. UNITED STATES OF AMERICA

25. PAYMENT WILL BE MADE BY

26. NAME OF CONTRACTING OFFICER (Type or print)

CODE 24. ADMINISTERED BY (If other than Item 7)

ITEM

(4 copies unless otherwise specified)

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

41 U.S.C. 253 (c) ( 10 U.S.C. 2304 (c) (

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

21. ACCOUNTING AND APPROPRIATION20. AMOUNT19. ACCEPTED AS TO ITEMS NUMBERED

AWARD (To be completed by government)

CODE

PR-OW-17-0060102/07/2018

X

CPOD

CPOD

US Environmental Protection Agency 26 West Martin Luther King Drive Mail Code: NWD Cincinnati OH 45268

1500 ET 03/09/2018

Nicholas Bisher bisher.nicholas@epa.gov

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X

X

X

X

X

X

X

X

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PAGE(S)

Noelle Mills

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (Rev. 9-97)

Prescribed by GSA - FAR (48 CFR) 53.214(c)

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

2 89

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

SOL-CI-17-00102

(A) (B) (C) (D) (E) (F)

This contract provides Economic, Environmental, and Regulatory Analytical and Evaluation Support for the EPA Office of Water. This is an

Indefinite Delivery Indefinite Quantity (IDIQ) contract with a period of performance from the effective award date through five years for the ordering period, with an additional 12 months for completion of task orders issued during this period. Both Firm-Fixed Price (FFP) and Time and

Material (T&M) task orders will be issued. The minimum order amount is $100,000.00 and maximum amount of orders shall not exceed TO BE

DETERMINED AT TIME OF AWARD. The Contracting

Officer Representative is (TO BE COMPLETED AT

TIME OF AWARD) and may be reached at (TO BE

COMPLETED AT TIME OF AWARD).

0001 Ordering Period - Completion of Tasks contained in Section J, Attachment 1, Performance Work

Statement "Economic, Environmental, and

Regulatory Analytical and Evaluation Support."

OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

NSN 7540-01-152-8067

SECTION A - Solicitation/Contract Form A-1 Clauses

SECTION B - Supplies or Services/Prices B-1 Clauses

B-2 EPAAR 1552.216-72 ORDERING-BY DESIGNATED ORDERING OFFICERS. (JUL 2014)

B-3 EPAAR 1552.216-73 FIXED RATES FOR SERVICES-INDEFINITE DELIVERY/INDEFINITE

QUANTITY CONTRACT. (APR 1984)

B-4 Local Clauses EPA-B-16-101 MINIMUM AND MAXIMUM AMOUNTS B-5 Local Clauses EPA-B-32-103 LIMITATION OF GOVERNMENT'S OBLIGATION

SECTION C - Description/Specifications C-1 Clauses

C-2 EPAAR 1552.211-79 COMPLIANCE WITH EPA POLICIES FOR INFORMATION RESOURCES

MANAGEMENT. (JUL 2016)

C-3 Local Clauses EPA-C-10-101 STATEMENT OF WORK/PERFORMANCE WORK

STATEMENT/SPECIFICATIONS

C-4 Local Clauses EPA-C-10-103 INCORPORATION OF CONTRACTOR'S QUALITY ASSURANCE (QA)

PLAN

SECTION D - Packaging and Marking D-1 Clauses

SECTION E - Inspection and Acceptance E-1 Clauses

E-2 FAR 52.246-4 INSPECTION OF SERVICES - FIXED-PRICE. (AUG 1996)

E-3 FAR 52.246-6 INSPECTION - TIME-AND-MATERIAL AND LABOR-HOUR. (MAY 2001)

E-4 FAR 52.246-11 HIGHER-LEVEL CONTRACT QUALITY REQUIREMENT. (DEC 2014)

SECTION F - Deliveries or Performance F-1 Clauses

F-2 FAR 52.242-15 STOP-WORK ORDER. (AUG 1989)

F-3 FAR 52.242-17 GOVERNMENT DELAY OF WORK. (APR 1984)

F-4 EPAAR 1552.211-70 REPORTS OF WORK. (OCT 2000)

F-5 EPAAR 1552.211-75 WORKING FILES. (APR 1984)

F-6 EPAAR 1552.211-78 ADVISORY AND ASSISTANCE SERVICES. (JUL 2016)

F-7 Local Clauses EPA-F-12-101 PERIOD OF PERFORMANCE

SECTION G - Contract Administration Data G-1 Clauses

G-2 EPAAR 1552.245-71 GOVERNMENT-FURNISHED DATA. (SEP 2009)

G-3 Local Clauses 1552.232-70 DEV ALT1 SUBMISSION OF INVOICES (OCT 1997) DEVIATION ALT I.19 G-4 Local Clauses EPA-G-42-101 CONTRACT ADMINISTRATION REPRESENTATIVES G-5 Local Clauses EPA-G-42-102 AUTHORIZED REPRESENTATIVE OF THE CONTRACT-LEVEL COR25 G-6 Local Clauses EPA-G-45-101 DESIGNATION OF PROPERTY ADMINISTRATOR

SECTION H - Special Contract Requirements H-1 Clauses H-2 EPAAR 1552.203-71 DISPLAY OF EPA OFFICE OF INSPECTOR GENERAL HOTLINE POSTER. (JUL 2016)

H-3 EPAAR 1552.208-70 PRINTING. (SEP 2012)

H-4 EPAAR 1552.209-71 ORGANIZATIONAL CONFLICTS OF INTEREST. (MAY 1994) - ALTERNATE I

(SEP 1998)

H-5 EPAAR 1552.209-73 NOTIFICATION OF CONFLICTS OF INTEREST REGARDING PERSONNEL.

(MAY 1994) - ALTERNATE I (JAN 2015)

H-6 EPAAR 1552.209-74 LIMITATION OF FUTURE CONTRACTING. (APR 2004) ALTERNATE V

(HEADQUARTERS SUPPORT) (APR 2004)

H-7 EPAAR 1552.217-75 OPTION TO EXTEND THE EFFECTIVE PERIOD OF THE CONTRACT-TIME

AND MATERIALS OR LABOR HOUR CONTRACT. (APR 1984)

H-8 EPAAR 1552.217-77 OPTION TO EXTEND THE TERM OF THE CONTRACT FIXED PRICE. (OCT 2000)

H-9 EPAAR 1552.227-76 PROJECT EMPLOYEE CONFIDENTIALITY AGREEMENT. (MAY 1994) -

ALTERNATE I (JAN 2015)

H-10 EPAAR 1552.235-70 SCREENING BUSINESS INFORMATION FOR CLAIMS OF

CONFIDENTIALITY. (APR 1984)

H-11 EPAAR 1552.235-71 TREATMENT OF CONFIDENTIAL BUSINESS INFORMATION. (APR 1984) ..29 H-12 EPAAR 1552.235-73 ACCESS TO FEDERAL INSECTICIDE, FUNGICIDE, AND RODENTICIDE ACT

CONFIDENTIAL BUSINESS INFORMATION. (APR 1996)

H-13 EPAAR 1552.235-75 ACCESS TO TOXIC SUBSTANCES CONTROL ACT CONFIDENTIAL

BUSINESS INFORMATION (APR 1996). (APR 1996)

H-14 EPAAR 1552.235-76 TREATMENT OF CONFIDENTIAL BUSINESS INFORMATION. (APR 1996) ..29

H-15 EPAAR 1552.235-77 DATA SECURITY FOR FEDERAL INSECTICIDE, FUNGICIDE AND

RODENTICIDE ACT CONFIDENTIAL BUSINESS INFORMATION. (DEC 1997)

H-16 EPAAR 1552.235-78 DATA SECURITY FOR TOXIC SUBSTANCES CONTROL ACT

CONFIDENTIAL BUSINESS INFORMATION. (DEC 1997)

H-17 EPAAR 1552.235-79 RELEASE OF CONTRACTOR CONFIDENTIAL BUSINESS INFORMATION.

(APR 1996)

H-18 EPAAR 1552.235-80 ACCESS TO CONFIDENTIAL BUSINESS INFORMATION. (OCT 2000)

H-19 EPAAR 1552.237-70 CONTRACT PUBLICATION REVIEW PROCEDURES. (APR 1984)

H-20 EPAAR 1552.237-71 TECHNICAL DIRECTION. (AUG 2009)

H-21 EPAAR 1552.237-72 KEY PERSONNEL. (APR 1984)

H-22 EPAAR 1552.237-75 PAPERWORK REDUCTION ACT. (APR 1984)

H-23 EPAAR 1552.237-76 GOVERNMENT-CONTRACTOR RELATIONS. (JUN 1999)

H-24 Local Clauses EPA-H-07-103 NOTICE REGARDING PROHIBITED CONTRACTOR ACTIVITIES ON

ENVIRONMENTAL PROTECTION AGENCY (EPA CONTRACTS)

H-25 Local Clauses EPA-H-09-106 TASK ORDER CONFLICT OF INTEREST CERTIFICATION H-26 Local Clauses EPA-H-15-101 RELEASE OF COST OR PRICING PROPOSALS OUTSIDE THE

GOVERNMENT FOR AUDIT

H-27 Local Clauses EPA-H-23-101 ENVIRONMENTALLY PREFERABLE PRACTICES H-28 Local Clauses EPA-H-27-102 CONFIDENTIALITY OF INFORMATION H-29 Local Clauses EPA-H-27-103 APPLICATION OF RIGHTS IN DATA - SPECIAL WORKS CLAUSE...31 H-30 Local Clauses EPA-H-31-104 APPROVAL OF CONTRACTOR TRAVEL H-31 Local Clauses EPA-H-31-105 APPROVAL OF TRAINING H-32 Local Clauses EPA-H-31-106 EPA-SPONSORED MEETINGS, WORKSHOPS, AND/OR

CONFERENCES

H-33 Local Clauses EPA-H-42-102 UTILIZATION OF FEDCONNECT FOR CONTRACT

ADMINISTRATION

SECTION I - Contract Clauses I-1 Clauses

I-2 FAR 52.202-1 DEFINITIONS. (NOV 2013)

I-3 FAR 52.203-3 GRATUITIES. (APR 1984)

I-4 FAR 52.203-5 COVENANT AGAINST CONTINGENT FEES. (MAY 2014)

I-5 FAR 52.203-6 RESTRICTIONS ON SUBCONTRACTOR SALES TO THE GOVERNMENT. (SEP 2006)

I-6 FAR 52.203-7 ANTI-KICKBACK PROCEDURES. (MAY 2014)

I-7 FAR 52.203-8 CANCELLATION, RESCISSION, AND RECOVERY OF FUNDS FOR ILLEGAL OR

IMPROPER ACTIVITY. (MAY 2014)

I-8 FAR 52.203-10 PRICE OR FEE ADJUSTMENT FOR ILLEGAL OR IMPROPER ACTIVITY. (MAY 2014)

I-9 FAR 52.203-12 LIMITATION ON PAYMENTS TO INFLUENCE CERTAIN FEDERAL

TRANSACTIONS. (OCT 2010)

I-10 FAR 52.203-13 CONTRACTOR CODE OF BUSINESS ETHICS AND CONDUCT. (OCT 2015)

I-11 FAR 52.203-14 DISPLAY OF HOTLINE POSTER(S). (OCT 2015)

I-12 FAR 52.203-16 PREVENTING PERSONAL CONFLICTS OF INTEREST. (DEC 2011)

I-13 FAR 52.203-17 CONTRACTOR EMPLOYEE WHISTLEBLOWER RIGHTS AND REQUIREMENT TO

INFORM EMPLOYEES OF WHISTLEBLOWER RIGHTS. (APR 2014)

I-14 FAR 52.204-4 PRINTED OR COPIED DOUBLE-SIDED ON POSTCONSUMER FIBER CONTENT

PAPER. (MAY 2011)

I-15 FAR 52.204-10 REPORTING EXECUTIVE COMPENSATION AND FIRST-TIER SUBCONTRACT

AWARDS. (OCT 2016)

I-16 FAR 52.204-13 SYSTEM FOR AWARD MANAGEMENT MAINTENANCE. (OCT 2016)

I-17 FAR 52.204-15 SERVICE CONTRACT REPORTING REQUIREMENTS FOR INDEFINITE-DELIVERY

CONTRACTS. (OCT 2016)

I-18 FAR 52.204-19 INCORPORATION BY REFERENCE OF REPRESENTATIONS AND

CERTIFICATIONS. (DEC 2014)

I-19 FAR 52.204-21 BASIC SAFEGUARDING OF COVERED CONTRACTOR INFORMATION SYSTEMS.

(JUN 2016)

I-20 FAR 52.209-6 PROTECTING THE GOVERNMENT'S INTEREST WHEN SUBCONTRACTING WITH

CONTRACTORS DEBARRED, SUSPENDED, OR PROPOSED FOR DEBARMENT. (OCT 2015)

I-21 FAR 52.209-9 UPDATES OF PUBLICLY AVAILABLE INFORMATION REGARDING

RESPONSIBILITY MATTERS. (JUL 2013)

I-22 FAR 52.209-10 PROHIBITION ON CONTRACTING WITH INVERTED DOMESTIC CORPORATIONS.

(NOV 2015)

I-23 FAR 52.210-1 MARKET RESEARCH. (APR 2011)

I-24 FAR 52.215-2 AUDIT AND RECORDS - NEGOTIATION. (OCT 2010)

I-25 FAR 52.215-8 ORDER OF PRECEDENCE - UNIFORM CONTRACT FORMAT. (OCT 1997)

I-26 FAR 52.215-11 PRICE REDUCTION FOR DEFECTIVE CERTIFIED COST OR PRICING DATA -

MODIFICATIONS. (AUG 2011)

I-27 FAR 52.215-13 SUBCONTRACTOR CERTIFIED COST OR PRICING DATA - MODIFICATIONS.

(OCT 2010)

I-28 FAR 52.216-7 ALLOWABLE COST AND PAYMENT. (JUN 2013)

I-29 FAR 52.216-18 ORDERING. (OCT 1995)

I-30 FAR 52.216-19 ORDER LIMITATIONS. (OCT 1995)

I-31 FAR 52.216-22 INDEFINITE QUANTITY. (OCT 1995)

I-32 FAR 52.216-24 LIMITATION OF GOVERNMENT LIABILITY. (APR 1984)

I-33 FAR 52.216-25 CONTRACT DEFINITIZATION. (OCT 2010)

I-34 FAR 52.217-8 OPTION TO EXTEND SERVICES. (NOV 1999)

I-35 FAR 52.219-4 NOTICE OF PRICE EVALUATION PREFERENCE FOR HUBZONE SMALL BUSINESS

CONCERNS. (OCT 2014)

I-36 FAR 52.219-8 UTILIZATION OF SMALL BUSINESS CONCERNS. (NOV 2016)

I-37 FAR 52.219-9 SMALL BUSINESS SUBCONTRACTING PLAN. (JAN 2017) - ALTERNATE II (NOV 2016)

I-38 FAR 52.219-16 LIQUIDATED DAMAGES - SUBCONTRACTING PLAN. (JAN 1999)

I-39 FAR 52.219-28 POST-AWARD SMALL BUSINESS PROGRAM REREPRESENTATION. (JUL 2013) .38

I-40 FAR 52.222-3 CONVICT LABOR. (JUN 2003)

I-41 FAR 52.222-17 NONDISPLACEMENT OF QUALIFIED WORKERS. (MAY 2014)

I-42 FAR 52.222-21 PROHIBITION OF SEGREGATED FACILITIES. (APR 2015)

I-43 FAR 52.222-26 EQUAL OPPORTUNITY. (SEP 2016)

I-44 FAR 52.222-35 EQUAL OPPORTUNITY FOR VETERANS. (OCT 2015)

I-45 FAR 52.222-36 EQUAL OPPORTUNITY FOR WORKERS WITH DISABILITIES. (JUL 2014)

I-46 FAR 52.222-37 EMPLOYMENT REPORTS ON VETERANS. (FEB 2016)

I-47 FAR 52.222-40 NOTIFICATION OF EMPLOYEE RIGHTS UNDER THE NATIONAL LABOR

RELATIONS ACT. (DEC 2010)

I-48 FAR 52.222-50 COMBATING TRAFFICKING IN PERSONS. (MAR 2015)

I-49 FAR 52.222-54 EMPLOYMENT ELIGIBILITY VERIFICATION. (OCT 2015)

I-50 FAR 52.223-6 DRUG-FREE WORKPLACE. (MAY 2001)

I-51 FAR 52.223-9 ESTIMATE OF PERCENTAGE OF RECOVERED MATERIAL CONTENT FOR EPA-

DESIGNATED ITEMS. (MAY 2008)

I-52 FAR 52.223-17 AFFIRMATIVE PROCUREMENT OF EPA-DESIGNATED ITEMS IN SERVICE AND

CONSTRUCTION CONTRACTS. (MAY 2008)

I-53 FAR 52.223-18 ENCOURAGING CONTRACTOR POLICIES TO BAN TEXT MESSAGING WHILE

DRIVING. (AUG 2011)

I-54 FAR 52.225-13 RESTRICTIONS ON CERTAIN FOREIGN PURCHASES. (JUN 2008)

I-55 FAR 52.227-1 AUTHORIZATION AND CONSENT. (DEC 2007)

I-56 FAR 52.227-2 NOTICE AND ASSISTANCE REGARDING PATENT AND COPYRIGHT

INFRINGEMENT. (DEC 2007)

I-57 FAR 52.227-14 RIGHTS IN DATA-GENERAL. (MAY 2014)

I-58 FAR 52.227-14 RIGHTS IN DATA-GENERAL. (MAY 2014) - ALTERNATE II (DEC 2007)

I-59 FAR 52.227-14 RIGHTS IN DATA-GENERAL. (MAY 2014) - ALTERNATE III (DEC 2007)

I-60 FAR 52.227-16 ADDITIONAL DATA REQUIREMENTS. (JUN 1987)

I-61 FAR 52.227-17 RIGHTS IN DATA--SPECIAL WORKS. (DEC 2007)

I-62 FAR 52.229-3 FEDERAL, STATE, AND LOCAL TAXES. (FEB 2013)

I-63 FAR 52.230-2 COST ACCOUNTING STANDARDS. (OCT 2015)

I-64 FAR 52.230-6 ADMINISTRATION OF COST ACCOUNTING STANDARDS. (JUN 2010)

I-65 FAR 52.232-1 PAYMENTS. (APR 1984)

I-66 FAR 52.232-7 PAYMENTS UNDER TIME-AND-MATERIALS AND LABOR-HOUR CONTRACTS.

(AUG 2012)

I-67 FAR 52.232-8 DISCOUNTS FOR PROMPT PAYMENT. (FEB 2002)

I-68 FAR 52.232-11 EXTRAS. (APR 1984)

I-69 FAR 52.232-17 INTEREST. (MAY 2014)

I-70 FAR 52.232-23 ASSIGNMENT OF CLAIMS. (MAY 2014)

I-71 FAR 52.232-25 PROMPT PAYMENT. (JAN 2017)

I-72 FAR 52.232-33 PAYMENT BY ELECTRONIC FUNDS TRANSFER - SYSTEM FOR AWARD

MANAGEMENT. (JUL 2013)

I-73 FAR 52.232-39 UNENFORCEABILITY OF UNAUTHORIZED OBLIGATIONS. (JUN 2013)

I-74 FAR 52.232-40 PROVIDING ACCELERATED PAYMENTS TO SMALL BUSINESS

SUBCONTRACTORS. (DEC 2013)

I-75 FAR 52.233-1 DISPUTES. (MAY 2014)

I-76 FAR 52.233-1 DISPUTES. (MAY 2014) - ALTERNATE I (DEC 1991)

I-77 FAR 52.233-3 PROTEST AFTER AWARD. (AUG 1996)

I-78 FAR 52.233-4 APPLICABLE LAW FOR BREACH OF CONTRACT CLAIM. (OCT 2004)

I-79 FAR 52.237-3 CONTINUITY OF SERVICES. (JAN 1991)

I-80 FAR 52.242-3 PENALTIES FOR UNALLOWABLE COSTS. (MAY 2014)

I-81 FAR 52.242-5 PAYMENTS TO SMALL BUSINESS SUBCONTRACTORS. (JAN 2017)

I-82 FAR 52.242-13 BANKRUPTCY. (JUL 1995)

I-83 FAR 52.243-1 CHANGES - FIXED-PRICE. (AUG 1987) - ALTERNATE I (APR 1984)

I-84 FAR 52.243-3 CHANGES - TIME-AND-MATERIALS OR LABOR-HOURS. (SEP 2000)

I-85 FAR 52.244-2 SUBCONTRACTS. (OCT 2010)

I-86 FAR 52.244-6 SUBCONTRACTS FOR COMMERCIAL ITEMS. (NOV 2017)

I-87 FAR 52.245-1 GOVERNMENT PROPERTY. (JAN 2017)

I-88 FAR 52.245-9 USE AND CHARGES. (APR 2012)

I-89 FAR 52.246-25 LIMITATION OF LIABILITY - SERVICES. (FEB 1997)

I-90 FAR 52.249-2 TERMINATION FOR CONVENIENCE OF THE GOVERNMENT (FIXED-PRICE). (APR 2012) I-91 FAR 52.249-6 TERMINATION (COST-REIMBURSEMENT). (MAY 2004) - ALTERNATE IV (SEP 1996)

I-92 FAR 52.249-8 DEFAULT (FIXED-PRICE SUPPLY AND SERVICE). (APR 1984)

I-93 FAR 52.249-14 EXCUSABLE DELAYS. (APR 1984)

I-94 FAR 52.252-2 CLAUSES INCORPORATED BY REFERENCE. (FEB 1998)

I-95 FAR 52.253-1 COMPUTER GENERATED FORMS. (JAN 1991)

SECTION J - List of Documents, Exhibits and Other Attachments J-1 List of Documents, Exhibits, and Other Attachments J-2 Clauses

SECTION K - Representations, Certifications, and Other Statements of Bidders K-1 Clauses

K-2 FAR 52.204-8 ANNUAL REPRESENTATIONS AND CERTIFICATIONS. (NOV 2017)

K-3 FAR 52.204-20 PREDECESSOR OF OFFEROR. (JUL 2016)

K-4 FAR 52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS. (JUL 2013)

K-5 FAR 52.209-11 REPRESENTATION BY CORPORATIONS REGARDING DELINQUENT TAX

LIABILITY OR A FELONY CONVICTION UNDER ANY FEDERAL LAW. (FEB 2016)

K-6 FAR 52.225-25 PROHIBITION ON CONTRACTING WITH ENTITIES ENGAGING IN CERTAIN

ACTIVITIES OR TRANSACTIONS RELATING TO IRAN-REPRESENTATION AND CERTIFICATIONS.

(OCT 2015)

K-7 FAR 52.230-1 COST ACCOUNTING STANDARDS NOTICES AND CERTIFICATION. (OCT 2015) ...48 K-8 FAR 52.230-7 PROPOSAL DISCLOSURE--COST ACCOUNTING PRACTICE CHANGES. (APR 2005) K-9 EPAAR 1552.209-72 ORGANIZATIONAL CONFLICT OF INTEREST CERTIFICATION. (APR 1984) 50

K-10 EPAAR 1552.224-70 SOCIAL SECURITY NUMBERS OF CONSULTANTS AND CERTAIN SOLE

PROPRIETORS AND PRIVACY ACT STATEMENT. (APR 1984)

SECTION L - Instructions,Conditions, and Notices to Bidders L-1 Clauses

L-2 FAR 52.204-7 SYSTEM FOR AWARD MANAGEMENT. (OCT 2016)

L-3 FAR 52.204-16 COMMERCIAL AND GOVERNMENT ENTITY CODE REPORTING. (JUL 2016)

L-4 FAR 52.204-18 COMMERCIAL AND GOVERNMENT ENTITY CODE MAINTENANCE. (JUL 2016) .52

L-5 FAR 52.204-22 ALTERNATIVE LINE ITEM PROPOSAL. (JAN 2017)

L-6 FAR 52.215-1 INSTRUCTIONS TO OFFERORS - COMPETITIVE ACQUISITION. (JAN 2017)

L-7 FAR 52.215-16 FACILITIES CAPITAL COST OF MONEY. (JUN 2003)

L-8 FAR 52.216-1 TYPE OF CONTRACT. (APR 1984)

L-9 FAR 52.222-24 PREAWARD ON-SITE EQUAL OPPORTUNITY COMPLIANCE EVALUATION. (FEB

1999)

L-10 FAR 52.233-2 SERVICE OF PROTEST. (SEP 2006)

L-11 FAR 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE. (FEB 1998)

L-12 FAR 52.252-5 AUTHORIZED DEVIATIONS IN PROVISIONS. (APR 1984)

L-13 EPAAR 1552.209-70 ORGANIZATIONAL CONFLICT OF INTEREST NOTIFICATION. (APR 1984) 53

L-14 EPAAR 1552.215-73 GENERAL FINANCIAL AND ORGANIZATIONAL INFORMATION. (AUG

1999)

L-15 EPAAR 1552.215-75 PAST PERFORMANCE INFORMATION. (OCT 2000)

L-16 EPAAR 1552.233-70 NOTICE OF FILING REQUIREMENTS FOR AGENCY PROTESTS. (JUL 1999) L-17 Local Clauses EPA-L-09-101 SUBMISSION OF ORGANIZATIONAL CONFLICT OF INTEREST

PLAN

L-18 Local Clauses EPA-L-09-102 DISCLOSURE REQUIREMENTS FOR ORGANIZATIONAL CONFLICT

OF INTEREST

L-19 Local Clauses EPA-L-09-103 MINIMUM STANDARDS FOR EPA CONTRACTOR'S CONFLICT OF

INTEREST PLANS

L-20 Local Clauses EPA-L-12-101 PROPOSED CONTRACTOR START DATE L-21 Local Clauses EPA-L-15-102 TECHNICAL QUESTIONS L-22 Local Clauses EPA-L-15-104 ELECTRONIC SUBMISSION OF PROPOSALS/BIDS/ OFFERS/QUOTES L-23 Local Clauses EPA-L-19-101 IDENTIFICATION OF SET-ASIDE/8(A) PROGRAM APPLICABILITY.59 L-24 Local Clauses EPA-L-19-102 EPA'S GOALS FOR SUBCONTRACTING WITH SMALL BUSINESSES L-25 Local Clauses EPA-L-36-101 PROPOSAL INSTRUCTIONS

SECTION M - Evaluation Factors for Award M-1 Clauses M-2 Local Clauses EPA-M-09-101 EVALUATION OF CONFLICT OF INTEREST PLAN M-3 Local Clauses EPA-M-09-102 EVALUATION OF ORGANIZATIONAL CONFLICT OF INTEREST

DISCLOSURE STATEMENT

M-4 Local Clauses EPA-M-15-101 EVALUATION FACTORS FOR CONTRACT AWARD

SECTION A - Solicitation/Contract Form

A-1 Clauses

SECTION B - Supplies or Services/Prices

B-1 Clauses

B-2 EPAAR 1552.216-72 ORDERING-BY DESIGNATED ORDERING OFFICERS. (JUL 2014)

A. Request for Offer

(1) When the government has a requirement for work to be performed under this contract, the Contracting Officer shall notify the contractor of (i) the work to be performed, (ii) the desired performance schedule, (iii) identify the task order as fixed price or time and materials, and (iv) any other information that may be considered to be of assistance to the contractor in preparing a cost proposal, such as, format and submission due date.

(2) The request for offer (RFO) shall not obligate the government to issue task orders under this contract nor shall it authorize the Contractor to perform any work pursuant to such requests for offer prior to receipt of a fully executed task order.

(3) The Contracting Officer may telephone the contractor to identify resource availability for simple, well-defined tasks which only require the contractor to meet a stated schedule.

(4) The Contracting Officer may telephone or issue written requests by hard copy, facsimile, or e-mail to the contractor requesting the submission of an offer for complex tasks, where a technical approach, as well as resource availability and price/cost need to be considered. The request may include a page limitation for the offer based on the complexity of the task.

B. Submission of Offers

(1) Upon receipt of an RFO from the Contracting Officer, the Contractor shall

(a) acknowledge receipt of the RFO and

(b) furnish an offer within the time specified in the RFO and in the format requested.

(2) Offers shall be submitted orally, or if in writing, in duplicate, and shall include the following:

(a) Names of the personnel performing and the labor category in which each proposed individual is employed.

(b) Rationale for the labor categories, skill levels and number of hours proposed.

(c) cost of ODC's, if applicable

(d) Cost of travel and per diem, if applicable; travel destination must be specified.

(e) Schedule of performance.

(f) Government furnished material/documents required to accomplish the work, if applicable.

(g) Resumes of all personnel working on the order, if not previously provided.

(h) All task order offers shall include a conflict of interest certification. Before submitting the conflict of interest certification, the contractor shall search its records accumulated, at a minimum, over the past three years immediately prior to the receipt of the request for offer or similar tasking document. In the COI certification, the contractor must certify that to the best of the contractor's knowledge and belief, all actual or potential organizational conflicts of interest have been reported to the Contracting Officer or that, to the best of the contractor's knowledge and belief, no actual or potential organizational conflicts of interest exist.

In addition, the contractor must certify that its personnel who are proposed to perform work under the particular task order, or relating to the task order, have been informed of their obligation to report personal and organizational conflicts of interest to the contractor. The certification shall also include a statement that the contractor recognizes its continuing obligation to identify and report any actual or potential conflicts of interest arising during performance of the task order.

C. Task Order Type

This is an indefinite delivery/indefinite quantity task order contract pursuant to FAR 16.504. Work shall be ordered by the issuance of task orders. Task Orders issued under this contract may be issued on a firm-fixed-price or time and material basis.

D. Additional Proposal Instructions

Proposals submitted for time and material task orders will be based on the fixed fully loaded labor rates set forth in the above clause entitled "Fixed Rates for Services-INDEFINITE DELIVERY/INDEFINITE QUANTITY

CONTRACT (APR 1984)."

E. Time and Materials Orders - Other Direct Costs

Costs for material and other direct costs will be negotiated on a task order specific basis as appropriate. Reasonable and allocable material handling costs or material indirect costs may be included in the charge for material or other direct costs to the extent they are clearly excluded from the fully loaded hourly labor rates and are in accordance with the Contractor's usual accounting practices consistent with Subpart 31.2 of the Federal Acquisition Regulation (FAR). No profit margin shall be added to material or other direct costs, as profit is included in the fully loaded hourly labor rates.

(End of clause)

B-3 EPAAR 1552.216-73 FIXED RATES FOR SERVICES-INDEFINITE DELIVERY/INDEFINITE QUANTITY

CONTRACT. (APR 1984)

The following fixed rates shall apply for payment purposes for the duration of the contact.

Personnel classification Skill level

Estimated direct labor hours

Fixed hourly rate Total

TO BE

COMPLETED

AT

CONTRACT

AWARD

The rate, or rates, set forth above cover all expenses, including report preparation, salaries, overhead, general and administrative expenses, and profit.

The Contractor shall voucher for only the time of the personnel whose services are applied directly to the work called for in individual Delivery Orders and accepted by the EPA Project Officer. The Government shall pay the Contractor for the life of a delivery order at rates in effect when the delivery order was issued, even if performance under the delivery order crosses into another period. The Contractor shall maintain time and labor distribution records for all employees who work under the contract. These records must document time worked and work performed by each individual on all Delivery Orders.

(End of clause)

B-4 Local Clauses EPA-B-16-101 MINIMUM AND MAXIMUM AMOUNTS

During the period specified in the "Ordering" clause, the Government shall place orders totaling a minimum of $100,000.00. The amount of all orders shall not exceed TO BE DETERMINED AT TIME OF AWARD.

B-5 Local Clauses EPA-B-32-103 LIMITATION OF GOVERNMENT'S OBLIGATION

(a) Severable services may be incrementally funded. Non-severable services shall not be incrementally funded.

Contract line items TO BE COMPLETED IN APPLICABLE TASK ORDERS through TO BE COMPLETED IN APPLICABLE TASK ORDERS are severable and may be incrementally funded. For these items, the sum of $ TO BE COMPLETED IN APPLICABLE TASK ORDERS of the total price is presently available for payment and allotted to this contract.

(b) For items identified in paragraph (a) of this clause, the Contractor agrees to perform up to the point at which the total amount payable by the Government, including reimbursement in the event of termination of those items for the Government's convenience, approximates the total amount currently allotted for those items to the contract. The Contractor shall not continue work on those items beyond that point. Subject to the clause entitled "Termination for Convenience of the Government," the Government will not be obligated, under any circumstances, to reimburse the Contractor in excess of the amount payable by the Government in the event of the termination of applicable contract line items for convenience including costs, profit, and estimated termination costs for those line items.

(c) Notwithstanding the dates specified in the allotment schedule in paragraph (h) of this clause, the Contractor will notify the Contracting Officer, in writing, at least ____ 10 days prior to the date when, in the Contractor's best judgment, the work will reach the point at which the total amount payable by the Government, including any cost for termination for convenience, will approximate ____ 85% percent of the total amount currently allotted to the contract for performance of the applicable items. The notification will state (1) the estimated date when that point will be reached and (2) an estimate of additional funding, if any, needed to continue performance of the applicable line items up to the next scheduled date for the allotment of funds identified in paragraph (a) of this clause, or to a substitute date as determined by the Government pursuant to paragraph (d) of this clause. If, after such notification, additional funds are not allotted by the date identified in the Contractor's notification, or by an agreed substitute date, the Contracting Officer will terminate any item(s) for which additional funds have not been allotted, pursuant to the clause entitled "Termination for Convenience of the Government."

(d) The parties contemplate that, subject to the availability of appropriations, the Government may allot additional funds for continued performance of the contract line items identified in paragraph (a) of this clause and will determine the estimated period of contract performance which will be covered by the funds. If additional funds are allotted, the Contracting Officer will notify the Contractor in writing. The Contractor shall not resume performance of the contract line items identified in paragraph (a) until the written notice is received. The provisions of paragraphs

(b) through (d) of this clause will apply in like manner to the additional allotted funds and to the new estimated period of contract performance. The contract will be modified accordingly.

(e) The Government may, at any time prior to termination, allot additional funds for the performance of the contract line items identified in paragraph (a) of this clause.

(f) The termination provisions of this clause do not limit the rights of the Government under the clause entitled "Default". The provisions of this clause are limited to the work and allotment of funds for the contract line items set forth in paragraph (a) of this clause. This clause no longer applies once the contract is fully funded.

(g) Nothing in this clause affects the right of the Government to otherwise terminate this contract pursuant to the contract clause entitled "Termination for Convenience of the Government".

(h) The parties contemplate that the Government may obligate funds to this contract in accordance with the following schedule:

RECAPITULATION:

PRIOR THIS NEW

AMOUNT MOD AMOUNT

Base Period

Total Maximum Amount:TO BE COMPLETED IN APPLICABLE TASK ORDERS

Funded Amount:TO BE COMPLETED IN APPLICABLE TASK ORDERS

SECTION C - Description/Specifications

C-1 Clauses

C-2 EPAAR 1552.211-79 COMPLIANCE WITH EPA POLICIES FOR INFORMATION RESOURCES

MANAGEMENT. (JUL 2016)

C-3 Local Clauses EPA-C-10-101 STATEMENT OF WORK/PERFORMANCE WORK

STATEMENT/SPECIFICATIONS

The Contractor shall furnish the necessary personnel, material, equipment, services, and facilities (except as otherwise specified), to perform the Performance Work Statement included in Attachment 1. Work will be ordered against the subject Performance Work Statement through Contracting Officer issuance of task orders.

C-4 Local Clauses EPA-C-10-103 INCORPORATION OF CONTRACTOR'S QUALITY ASSURANCE (QA)

PLAN

The Contractor shall adhere to the procedures set forth in its QA plan dated TO BE COMPLETED AT CONTRACT AWARD, which is incorporated by reference.

SECTION D - Packaging and Marking

D-1 Clauses

SECTION E - Inspection and Acceptance

E-1 Clauses

E-2 FAR 52.246-4 INSPECTION OF SERVICES - FIXED-PRICE. (AUG 1996)

E-3 FAR 52.246-6 INSPECTION - TIME-AND-MATERIAL AND LABOR-HOUR. (MAY 2001)

E-4 FAR 52.246-11 HIGHER-LEVEL CONTRACT QUALITY REQUIREMENT. (DEC 2014)

The Contractor shall comply with the higher-level quality standard selected below.

Title Number Date Tailoring [x] Specifications and ANSI/ASQC E4 1994 See Below

Guidelines for Quality Systems for Environmental Data Collection and Environmental Technology Programs

As authorized by FAR 52.246-11, the higher-level quality standard ANSI/ASQC E4 is tailored as follows:

The solicitation and contract require the offeror/contractor to demonstrate conformance to ANSI/ASQC E4 by submitting the quality documentation described below.

In addition, after award of the contract, the Contractor shall revise, when applicable, quality documentation submitted before award to address specific comments provided by EPA, and submit the revised documentation to the Contracting Officer’s Representative.

After award of the contract, the Contractor shall also implement all quality documentation approved by the Government.

A. Pre-Award Documentation: The offeror must submit the following quality system documentation as a separate and identifiable part of its technical proposal:

1. [ X ] Documentation of an organization's Quality System. Developed in accordance with either [ X ] R-2, and/or [X ] Other: Customized QMP that is tailored to the activities in the Performance Work Statement (PWS), explains how the organization’s quality system will support those specific activities, and is prepared in accordance with R- 2 and the “EPA OST Quality Management Plan Requirements for Contractors” that is provided as a Table 1 of the Technical Proposal Instructions; offerors must submit both the Customized QMP and the “Offeror Crosswalk between the EPA OST QMP Requirements for Contractors and the Offeror’s Customized QMP that is provided as Table 2 of the Technical Proposal Instructions.

[ ] Combined documentation of an organization's Quality System and application of QA and QC to the single project covered by the contract. Developed in accordance with either [ ] R-2 and R-5, or by [ ] Other: __________________

2. [ ] Programmatic QA Project Plan. Developed in accordance with either [ ] R-5, or [ ] Other: _________________

[ X ] Application of QA and QC activities to the single project covered by the contract. QA Project Plan developed in accordance with either [ X ] R-5, or [ X ] Other: Sample project QAPPs are required (see Technical Proposal Instructions) The sample QAPPs must describe specific procedures for environmental information and data operation relevant to the sample projects, including the use of primary and/or existing data secondary (formerly secondary data), software and model development, and validation of the model for its intended use. The sample QAPPs do not need to be prepared specifically for this RFP PWS, but they must address activities that are similar to those that would be performed under the proposed contract. Accordingly, the economics-related sample QAPP must reflect a project that involves a similar effort in use of economic analysis methodologies used, for example, for costing, financial or regulatory impact analyses; economic modeling for estimating benefits, and data collection and review. The environmental assessment-related sample QAPP must reflect a project that involves a similar effort in use of environmental assessment analysis methodologies used, for example, for surface and ground water-related human health impact analyses; aquatic ecosystem impact analyses; environmental modeling of fate and effects of pollutants discharged to surface and ground water; and data collection and review. The sample QAPPs should describe specific procedures for all environmental information and data operations relevant to the sample project, including the use of primary and existing data, software and model development, and validation of the model for its intended use. The QAPPs should consist of the elements as specified in EPA QA/R-5, EPA Requirements for Quality Assurance Project Plans. Additional information on this document can be accessed at https://www.epa.gov/quality/epa-qar-5-epa-requirements-quality-assurance-project-plans [ ] Not applicable.

This documentation will be prepared in accordance with the specifications identified above, or equivalent specifications defined by EPA. The offeror shall describe its plan for covering the costs associated with required documentation. Work involving environmental data generation or use shall not commence until the Government has approved this documentation and incorporated it into the contract.

B. Post-Award Documentation: The Contractor shall submit the following quality system documentation to the Contracting Officer’s Representative at the time frames identified below:

3. [ X ] Documentation of an organization's Quality System. Developed in accordance with either [X ] R-2, and/or [X ] Other:. If necessary to address EPA OST comments prior to formal acceptance (before inclusion in the awarded contract the customized QMP must be provided to EPA for EPA review and acceptance of the customized QMP), the Contractor shall bear the cost of one round of revisions to address EPA comments. After review of a revised QMP, EPA may accept the document for inclusion in the awarded contract.

[ ] Combined documentation of an organization's Quality System and application of QA and QC to the single project covered by the contract. Developed in accordance with either [ ] R-2 and R-5, and/or by [ ] Other: ______________

[ ] Not applicable.

4. [ X ] Documentation of the application of QA and QC activities to applicable project(s).

Developed in accordance with either [X ] R-5; and/or [ X ] A supplement to the following Programmatic QA Project Plan; and/or [ X ] Other: EPA-specified modifications to EPA QA/R-5 for use in projects that do not involve the collection or analysis of field samples; any such modifications will be specified by EPA in individual work assignments/task orders or delivery orders that require their use.

[ X ] Programmatic QA Project Plan with supplements for each specific project. Developed in accordance with EPA QA/R-5.: Work assignment-specific instructions that may include modifications to EPA QA/R-5 to support programs that involve environmental information and data operations other than field sampling or laboratory analysis. The PQAPP must address all environmental information and data operations described in the contract

PWS.

[ ] Existing documentation of the application of QA and QC activities will be used: Either: [ ] Documentation developed pre-award; [ ] Documentation will be identified in individual performance work statement/statement of work; [ ] Documentation identified in Section _______ of the performance work statement/statement of work.

This documentation will be prepared in accordance with the specifications identified above or equivalent specifications defined by EPA. The offeror shall describe their plan for covering the costs associated with the required documentation.

The Government will review and return the quality documentation, with comments, and indicating approval or disapproval. If necessary, the contractor shall revise the documentation to address all comments and shall submit the revised documentation to the government for approval.

The Contractor shall not commence work involving environmental data generation or use until the Government has approved the quality documentation. (Note: Statement of Work includes statements of work to perform projects under work assignments, task orders, delivery orders, etc.)

(a) The contractor shall include applicable requirements of the higher-level quality standard(s) listed in paragraph (a) of this clause and the requirement to flow down such standards, as applicable, to lower-tier subcontracts in-

1. Any subcontract for critical and complex items (see 46.203(b) and (c)); or

2. When the technical requirements of a subcontract require-

(i) Control of such things as design, work operations, in-process control, testing, and inspection; or

(ii) Attention to such factors as organization, planning, work instructions, documentation control, and advanced metrology.

SECTION F - Deliveries or Performance

F-1 Clauses

F-2 FAR 52.242-15 STOP-WORK ORDER. (AUG 1989)

F-3 FAR 52.242-17 GOVERNMENT DELAY OF WORK. (APR 1984)

F-4 EPAAR 1552.211-70 REPORTS OF WORK. (OCT 2000)

The Contractor shall prepare and deliver reports, including plans, evaluations, studies, analyses and manuals in accordance with Attachment 6. Each report shall cite the contract number, identify the U.S. Environmental Protection Agency as the sponsoring agency, and identify the name of the Contractor preparing the report.

F-5 EPAAR 1552.211-75 WORKING FILES. (APR 1984)

F-6 EPAAR 1552.211-78 ADVISORY AND ASSISTANCE SERVICES. (JUL 2016)

F-7 Local Clauses EPA-F-12-101 PERIOD OF PERFORMANCE

The period of performance of this contract shall be from effective date of award through five years for the ordering period, with an additional 12 months for completion of all orders inclusive of all required reports.

SECTION G - Contract Administration Data

G-1 Clauses

G-2 EPAAR 1552.245-71 GOVERNMENT-FURNISHED DATA. (SEP 2009)

(a) The Government shall deliver to the Contractor the Government-furnished data described in the contract. If the data, suitable for its intended use, is not delivered to the Contractor, the Contracting Officer shall equitably adjust affected provisions of this contract in accordance with the "Changes" clause when:

(1) The Contractor submits a timely written request for an equitable adjustment; and

(2) The facts warrant an equitable adjustment.

(b) Title to Government-furnished data shall remain in the Government.

(c) The Contractor shall use the Government-furnished data only in connection with this contract.

(d) The following data will be furnished to the Contractor on or about the time indicated: to be identified in applicable task orders

G-3 Local Clauses 1552.232-70 DEV ALT1 SUBMISSION OF INVOICES (OCT 1997) DEVIATION ALT I

In order to be considered properly submitted, an invoice or request for contract financing payment must meet the following contract requirements in addition to the requirements of FAR 32.905:

(a) Unless otherwise specified in the contract, an invoice or request for contract financing payment shall be submitted as an original and five copies. The Contractor shall submit the invoice or request for contract financing payment to the following offices/individuals designated in the contract: the original and two copies to the Accounting Operations Office shown in Block 12 on the cover of the contract; two copies to the Project Officer (the Project Officer may direct one of these copies to a separate address); and one copy to the Contracting Officer.

(b) The Contractor shall prepare its invoice or request for contract financing payment on the prescribed Government forms. Standard Forms Number 1034, Public Voucher for Purchases and Services other than Personal, shall be used by contractors to show the amount claimed for reimbursement. Standard Form 1035, Public Voucher for Purchases and Services other than Personal - Continuation Sheet, shall be used to furnish the necessary supporting detail or additional information required by the Contracting Officer. The Contractor may submit self-designed forms which contain the required information.

(c)(1) The Contractor shall prepare a contract level invoice or request for contract financing payment in accordance with the invoice preparation instructions identified as a separate attachment in Section J of the contract. If contract work is authorized by individual work assignments, the invoice or request for contract financing payment shall also include a summary of the current and cumulative amounts claimed by cost element for each work assignment and for the contract total, as well as any supporting data for each work assignment as identified in the instructions.

(2) The invoice or request for contract financing payment shall include current and cumulative charges by major cost element such as direct labor, overhead, travel, equipment, and other direct costs. For current costs, each major cost element shall include the appropriate supporting schedule identified in the invoice preparation instructions.

Cumulative charges represent the net sum of current charges by cost element for the contract period.

(d)(1) The charges for subcontracts shall be further detailed in a supporting schedule showing the major cost elements for each subcontract.

(d)(2) On a case-by-case basis, when needed to verify the reasonableness of subcontractor costs, the Contracting Officer may require that the contractor obtain from the subcontractor cost information in the detail set forth in (c)(2).

This information should be obtained through a means which maintains subcontractor confidentiality (for example, via sealed envelopes), if the subcontractor expresses CBI concerns.

(e) Invoices or requests for contract financing payment must clearly indicate the period of performance for which payment is requested. Separate invoices or requests for contract financing payment are required for charges applicable to the basic contract and each option period.

(f)(1) Notwithstanding the provisions of the clause of this contract at FAR 52.216-7, Allowable Cost and Payment, invoices or requests for contract financing payment shall be submitted once per month unless there has been a demonstrated need and Contracting Officer approval for more frequent billings. When submitted on a monthly basis, the period covered by invoices or requests for contractor financing payments shall be the same as the period for monthly progress reports required under this contract.

(2) If the Contracting Officer allows submissions more frequently than monthly, one submittal each month shall have the same ending period of performance as the monthly progress report.

(3) Where cumulative amounts on the monthly progress report differ from the aggregate amounts claimed in the invoice(s) or request(s) for contract financing payments covering the same period, the contractor shall provide a reconciliation of the difference as part of the payment request.

Alternate I (JUN 1996). If used in a fixed-rate type contract, substitute the following paragraphs (c)(1) and (2) for paragraphs (c)(1) and (2) of the basic clause:

(c)(1) The Contractor shall prepare a contract level invoice or request for contract financing payment in accordance with the invoice preparation instructions identified as a separate attachment in Section J of the contract. If contract work is authorized by individual delivery orders, the invoice or request for contract financing payment shall also include a summary of the current and cumulative amounts claimed by cost element for each delivery order and for the contract total, as well as any supporting data for each delivery order as identified in the instructions.

(2) The invoice or request for contract financing payment that employs a fixed rate feature shall include current and cumulative charges by contract labor category and by other major cost elements such as travel, equipment, and other direct costs. For current costs, each cost element shall include the appropriate supporting schedules identified in the invoice preparation instructions.

INVOICE PREPARATION INSTRUCTIONS

SF 1034

The information which a contractor is required to submit in its Standard Form 1034 is set forth as follows:

(1) U.S. Department, Bureau, or establishment and location - insert the names and address of the servicing finance office unless the contract specifically provides otherwise.

(2) Date Voucher Prepared - insert date on which the public voucher is prepared and submitted.

(3) Contract/Delivery Order Number and Date - insert the number and date of the contract and delivery order, if applicable, under which reimbursement is claimed.

(4) Requisition Number and Date - leave blank.

(5) Voucher Number - insert the appropriate serial number of the voucher. A separate series of consecutive numbers, beginning with Number 1, shall be used by the contractor for each new contract. When an original voucher was submitted, but not paid in full because of suspended costs, resubmission vouchers should be submitted in a separate invoice showing the original voucher number and designated with the letter "R" as the last character of the number. If there is more than one resubmission, use the appropriate suffix (R2, R3, etc.)

(6) Schedule Number; Paid By; Date Invoice Received - leave blank.

(7) Discount Terms - enter terms of discount, if applicable.

(8) Payee's Account Number - this space may be used by the contractor to record the account or job number(s) assigned to the contract or may be left blank.

(9) Payee's Name and Address - show the name of the contractor exactly as it appears in the contract and its correct address, except when an assignment has been made by the contractor, or the right to receive payment has been restricted, as in the case of an advance account. When the right to receive payment is restricted, the type of information to be shown in this space shall be furnished by the Contracting Officer.

(10) Shipped From; To; Weight Government B/L Number - insert for supply contracts.

(11) Date of Delivery or Service - show the month, day and year, beginning and ending dates of incurrence of costs claimed for reimbursement. Adjustments to costs for prior periods should identify the period applicable to their incurrence, e.g., revised provisional or final indirect cost rates, award fee, etc.

(12) Articles and Services - insert the following: "For detail, see Standard Form 1035 total amount claimed transferred from Page [] of Standard Form 1035." Type "COST

REIMBURSABLE-PROVISIONAL PAYMENT" or "INDEFINITE QUANTITY/INDEFINITE

DELIVERY-PROVISIONAL PAYMENT" on the Interim public vouchers. Type "COST

REIMBURSABLE-COMPLETION VOUCHER" or "INDEFINITE QUANTITY/INDEFINITE

DELIVERY-COMPLETION VOUCHER" on the Completion public voucher. Type "COST

REIMBURSABLE-FINAL VOUCHER" or "INDEFINITE QUANTITY/INDEFINITE

DELIVERY-FINAL VOUCHER" on the Final public voucher. Type the following certification, signed by an authorized official, on the face of the Standard Form 1034.

"I certify that all payments requested are for appropriate purposes and in accordance with the agreements set forth in the contract."

(Name of Official) (Title)

(13) Quantity; Unit Price - insert for supply contracts.

(14) Amount - insert the amount claimed for the period indicated in (11) above.

INVOICE PREPARATION INSTRUCTIONS

SF 1035

The information which a contractor is required to submit in its Standard Form 1035 is set forth as follows:

(1) U.S. Department, Bureau, or Establishment - insert the name and address of the servicing finance office.

(2) Voucher Number - insert the voucher number as shown on the Standard Form 1034.

(3) Schedule Number - leave blank.

(4) Sheet Number - insert the sheet number if more than one sheet is used in numerical sequence. Use as many sheets as necessary to show the information required.

(5) Number and Date of Order - insert payee's name and address as in the Standard Form

1034.

(6) Articles or Services - insert the contract number as in the Standard Form 1034.

(7) Amount - insert the latest estimated cost, fee (fixed, base, or…