Solicitation - 030ADV21Q0127 - TPS Impact Study 03122021.pdf

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

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

1. REQUISITION NUMBER

CLL20210010

5. SOLICITATION NUMBER

030ADV21Q0127

2. CONTRACT NO. 3. AWARD/EFFECTIVE DATE 4. ORDER NUMBER 6. SOLICITATION ISSUE

DATE

03/12/2021

7. FOR SOLICITATION INFORMATION

CALL:

a. NAME Office of Contracts Management

b. TELEPHONE NUMBER (No collect calls) 202-707-0400

8. OFFER DUE DATE / LOCAL

TIME

04/12/2021 12:00:00

CODE 9411

Contracts & Grants Directorate Library of Congress 101 Independence Av SE LA 325 Washington, DC 20540-9411

9. ISSUED BY X UNRESTRICTED OR SET ASIDE: % FOR

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

WOMEN-OWNED SMALL BUSINESS (WOSB)

ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

8(A)

NAICS:

SIZE STANDARD:

10. THE ACQUISITION IS

SEE

SCHEDULE

11. DELIVERY FOR FOB DESTINATION

UNLESS BLOCK IS MARKED 0 Days: 0.00 %

0 Days: 0.00 % 0 Days: 0.00 % 0 Days: 0.00 %

12. DISCOUNT TERMS

13a. THIS CONTRACT IS

RATED ORDER UNDER DPAS

13b. RATING

X RFQ IFB RFP

14. METHOD OF SOLICITATION

CODE15. DELIVER TO CODE 941116. ADMINISTERED BY

Contracts & Grants Directorate Library of Congress 101 Independence Av SE LA 325 Washington, DC 20540-9411

FACILITY

CODE

CODE

Telephone No.

17a. CONTRACTOR/

OFFEROR

9411CODE18a. PAYMENT WILL BE MADE BY Submit Invoices through https://www.ipp.gov Submit Invoices through https://www.ipp.gov Washington, DC 20540

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

OFFER SEE ADDENDUM

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

CHECKED

19. ITEM NO. 20. SCHEDULE OF SUPPLIES/SERVICES

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

21. QUANTITY 22. UNIT 23. UNIT PRICE 24. AMOUNT

See Lines

25. ACCOUNTING AND APPROPRIATION DATA

See Line Item Detail

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

X 27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA X ARE ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

X 28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN 1 COPIES TO

ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER ALL ITEMS SET FORTH

OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL SHEETS SUBJECT TO THE

TERMS AND CONDITIONS SPECIFIED.

29. AWARD OF CONTRACT: REF. _____________________________ OFFER

DATED _________________ . YOUR OFFER ON SOLICITATION (BLOCK 5)

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH HEREIN,

IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30b. NAME AND TITLE OF SIGNER (TYPE OR PRINT) 30c. DATE SIGNED 31b. NAME OF THE CONTRACTING OFFICER (TYPE OR PRINT) Moji Adejuwon

31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 02/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

Document Number: 030ADV21Q0127 Page 1 of 29

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

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

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

PARTIAL FINAL

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

CORRECT FOR

COMPLETE PARTIAL FINAL

36. PAYMENT 37. CHECK NUMBER

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT 42a. RECEIVED BY (Print)

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

42b. RECEIVED AT (Location)

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

STANDARD FORM 1449 (REV. 02/2012) BACK

Document Number: 030ADV21Q0127 Page 2 of 29

Table of Contents

Section Description Page Number

B Supplies or Services and Prices/Costs LC52.216-3 Contract Type (JUN 2016) Section B Supplies or Services and Prices

C Descriptions/Specifications/Statement of Work Section C Descriptions and Specifications

D Packaging and Marking LC52.211-1 Deliveries (APR 2015) LC52.231-1 Payment of Postage Fees (May 2015)

E Inspection and Acceptance Section E Inspection and Acceptance

F Deliveries or Performance 52.242-15 Stop-Work Order (Aug 1989) LC52.215-5 Place and Period of Performance (JAN 2019) Section F Deliveries or Performance

G Contract Administration Data LC52.201-3 Contract Administration (AUG 2015) LC52.204-5 Identification and Building Passes (Dec 2014) LC52.232-1 Library of Congress Invoice Instructions (Oct 2016) LC52.232-2 Schedule of Payments (JUN 2015)

H Special Contract Requirements LC52.201-1 Contracting Officer's Representative (COR) Appointment and Authority (Jan 2016) LC52.203-1 Contractor Publicity (Oct 2013) LC52.204-1 Collections Security (Dec 2013) LC52.204-2 Physical Security (Mar 2015) LC52.204-3 Information Systems Security (Sept 2018) LC52.204-4 Contractor Suitability (JAN 2019) LC52.237-1 Key Personnel (Aug 2014) LC52.237-2 Conduct of Work (May 2015) LC52.239-1 Information Security (May 2016)

I Contract Clauses 52.203-3 Gratuities (Apr 1984) 52.204-13 System for Award Management Maintenance (Oct 2018) 52.212-4 Contract Terms and Conditions-Commercial Items (Oct 2018) 52.232-25 Prompt Payment (Jan 2017) 52.233-1 Disputes (May 2014) 52.242-13 Bankruptcy (July 1995) 52.243-1 Alt I Changes - Fixed-Price (Aug 1987) - Alternate I (Apr 1984) 52.245-1 Alt I Government Property (Jan 2017) - Alternate I (Apr 2012) 52.245-9 Use and Charges (Apr 2012) 52.253-1 Computer Generated Forms (Jan 1991) 52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders-Commercial Items (JAN 2021) LC52.212-4 52.212-4 (DEV) Contract Terms and Conditions - Commercial Items (Feb 2016) LC52.212-5 52.212-5 (DEV) Contract Terms And Conditions Required To Implement Statutes Or Executive Orders - Commercial Items (MAY 2015) LC52.227-1 Assignment of Copyright by the Contractor to the Library (Dec 2001) LC52.232-25 52.232-25 (DEV) Prompt Payment (Jul 2013) LC52.233-1 52.233-1 (DEV) Disputes (MAY 2014)

J List of Attachments K Representations, Certifications and Other Statements of Offerors or Respondents

52.212-3 Offeror Representations and Certifications-Commercial Items (JAN 2021) L Instructions, Conditions and Notices to Offerors or Respondents

52.212-1 Instructions to Offerors - Commercial Items LC52.233-2 Protests to the Library of Congress (Dec 2013)

M Evaluation Factors for Award Section M Evaluations and Factors for Award

Document Number: 030ADV21Q0127 Page 3 of 29

Section B - Supplies or Services and Prices/Costs

Number Supplies or Services Quantity Unit Unit Price Total ( Inc. disc., tax, and fees)

1 TPS Evaluation Contract 1.000000 JOB

Period of Performance: 07/01/2021 - 06/30/2022

Reference Line: CLL20210010 - 0001

LC52.216-3 Contract Type (JUN 2016)

This is a Firm Fixed Price contract.

(End of Clause)

Section B Supplies or Services and Prices

B.1 Price Schedule Contractor shall provide prices for deliverables listed in the deliverables schedule attached at J-1.

B.2 Travel and Other Direct Costs If Contractor is required to travel, Contractor shall follow the instructions described in Section C.4.3 of the Statement of Work.

Section C - Descriptions/Specifications/Statement of Work

Section C Descriptions and Specifications

1. OVERVIEW/BACKGROUND

The Library of Congress is the world’s largest library, and America’s oldest cultural institution. In addition to offering patrons oppor-tunities to experience its treasures and events, onsite, the Library offers online access to myriad resources housed in collections, exhib-itions, lectures, and concert series through http://loc.gov. The Library’s mission is to use these resources, representing diverse com-munities, beliefs, and endeavors to engage, inspire, and inform Congress and the American people with a universal and enduring source of knowledge and creativity. The Library’s vision is that All Americans are connected to the Library of Congress.

Since 2006, the Teaching with Primary Sources (TPS) program has supported use of Library resources in K-12 classrooms to enhance student engagement, improve literacy and critical thinking skills, and build content knowledge. A wide variety of educational organiz-ations including schools districts, libraries, cultural institutions, universities, and tech firms have received Library funding to deliver teacher professional development, create teaching materials, and develop apps and online interactives, based on Library of Congress materials.

The Library offers annual grants ranging from $50,000 to $300,000, and sub-grants of up to $20,000 through three regional partners in the East, Midwest, and West. Grant recipients join the TPS Consortium, which comprises approximately 200 organizations represent-ing all 50 states and the District of Columbia. TPS Consortium members assist the Library in the delivery and implementation of the TPS program, and also collaborate with one another by sharing pedagogical strategies, offering joint teacher programming, and deliv-ering presentations at regional and national education conferences.

TPS Consortium members have contributed to the Library’s mission and visions by reaching hundreds of thousands of teachers, and by extension, the students they teach. In addition to sheer numbers of program participants, the TPS Consortium has connected di-verse populations of teachers, students, and educational organizations to Library of Congress methods and materials.

The Library seeks contract support to undertake a study to discern the lasting influence and value of Library resources and TPS pro-gram professional development, materials, tools, and granting practices to multiple stakeholders within the educational community in-cluding: grantee organizations; individuals who have managed TPS grants; teachers who have participated in TPS professional devel-opment delivered by grantees; and to the extent possible, students whose teachers are TPS program alumni.

This contract follows on the heels of a preliminary study which the Education Development Center (EDC) completed in early 2021.

Document Number: 030ADV21Q0127 Page 4 of 29

EDC interviewed current and former grantees and teacher participants, reviewed progress reports, and studied previous program eval-uations to create a framework for the upcoming impact study. The framework provisionally identifies impacts and benefits accrued by various categories of recipients, using methodology selected specifically to investigate unique features of the TPS program.

The Library of Congress seeks to better understand the lasting impacts of its 15-year TPS program on a spectrum of program recipi-ents, and discover and identify the various elements -- specific Library resources, TPS program features, and stakeholder characterist-ics that contributed to the impact.

2. SCOPE

The Contractor shall conduct a study on the Library’s Teaching with Primary Resources (TPS) program.

3. REQUIREMENTS

Contractor shall review, test, and provide additional information about impacts identified by EDC. Contractor shall identify impacts Library of Congress collections and materials has had on students, teachers, and educational communities. For example, these might include: opportunities for career advancement, ability to reach underserved students with culturally relevant materials; collaborations that expand individual and organizational expertise; projects that contextualize materials from small or local museums by presenting and analyzing them with similar resources from the Library’s national and international collections; opportunities to engage leaners with information and pedagogy that is meaningful to them as students and as members of civil society. The contractor shall use its knowledge of educational program development and delivery to further develop the program impact model created by EDC. The Lib-rary will provide the impact model created by EDC on the period of performance start date.

Further, through data analysis, the contractor shall define and describe the value of the Library – its collections and services and its TPS program to American educators and students. Based on the data and analysis, the contractor shall highlight effective emerging strategies where the Library was successful in creating deep and broad connections with diverse communities, educational organiza-tions, and teacher and student populations and effective practices that lead to greater programmatic impact, and where they do not.

As a culmination of this work, the contractor shall co-write an article with Library staff to submit for publication as described in Sec-tion C.3.7 below.

C.3.1 Contractor shall attend a preliminary meeting with Library staff to discuss the objectives of the impact study in reference to Professional Learning and Outreach Initiatives (PLOI) Office goals, Center for Learning, Literacy, and Engagement (CLLE) goals, and the Library of Congress strategic goals. The meeting will be held virtually via Zoom, WebEx or other video-conferencing system specified by the Library and arranged by the COR.

C.3.2 Contractor shall create and present a preliminary project plan by:

a) Conducting hour-long interviews with twenty (20) designated program and curatorial staff from the Library, and a representat-ive sampling of program recipients;

b) Reviewing program materials, including previous studies conducted by contractors and TPS grantees;

c) And referencing the EDC report and framework.

C.3.3 Contractor shall submit a final project plan that stipulates and discusses methodology and timing for investigating Library and TPS program impacts on grantees, teachers, and students and their connections to Library initiatives to the COR for approval.

C.3.4 Contractor shall conduct at least 125 interviews with program stakeholders which includes Library of Congress staff, regional TPS grantee organizations’ staff, teachers participating in the TPS program and former teachers that participated in the TPS program and review administrative and evaluative materials generated by Library staff, TPS grantees, and teachers, to test and extend current information about TPS impacts. The COR will provide the contractor with a list of the program stakeholders and contact information.

Contractor shall schedule the interviews with the program stakeholders. Contractor shall submit monthly reports that include informa-tion on the interviews being conducted.

(a) Contractor shall interview 25 Library of Congress staff, 75 people in TPS grantee organizations, and at least 50 TPS teachers and former teachers that participated in the TPS program.

(b) Contractor shall allow up to 5 months (or 150 working days) to conduct the interviews, via telephone, via video conference, or by whatever means the contractor deems possible and effective.

C.3.5 Contractor shall submit a draft final report to the COR. The COR will provide feedback within 15 days of reviewing the draft final report.

C.3.6 Contractor shall submit a final report that:

a) Identifies and classifies Library and TPS impacts;

b) Describes the administrative and environmental conditions under which these impacts occur;

c) And makes suggestions based on study findings for expanding positive impacts to new organization types, teacher and student

Document Number: 030ADV21Q0127 Page 5 of 29 populations, and geographic locations, and other recipients based on the Library’s strategic initiatives and the likelihood of realizing positive impacts.

The final report shall include descriptions and findings from at least five case studies describing their history with the TPS program, their use of Library materials in their teacher programming, and the effects of that programming on teacher and student learning into sub categories of TPS grantee organizations determined during approval of the final project plan.

C.3.7 Contractor shall co-write a 15 to 20-page article with Library staff describing the impact study and its findings for possible publication in a professional journal.

C.3.8 Unless as otherwise stated in this contract or requested by the COR feedback and/or approvals for documents/deliverables shall be given to the Contracting Officer Representative (COR) within five (5) business days of receipt of document/deliverable. Any changes or corrections requested via the COR shall be completed by the Contractor within ten (10) business days and resubmitted to the LOC team for final review and approval.

C. 4 OTHER REQURIEMENTS.

C.4.1 Electronic Deliverables. The Contractor is proficient in use of Microsoft Office Word, Adobe Acrobat and electronic mail (email) systems. The Contractor shall prepare and provide reports in electronic versions to the COR for review and approval.

C.4.2. KEY PERSONNEL. The Contractor shall provide a Lead Researcher/Project Manager who shall be responsible for the per-formance of the work. The Lead Researcher/Project Manager shall have full authority to act for the contractor on all matters relating to daily operation of this contract. Contractor shall also provide an alternate to act for Contractor in the absence of the Lead Research-er/Project Manager. The Lead Researcher/Project Manager or alternate shall be available between 9:00 a.m. to 5:30 p.m. Monday thru Friday except Federal holidays.

The following positions are considered key personnel under this contract:

1) Lead Researcher/Project Manager: Qualifications - Must have knowledge of K-12 educational programming offered by government agencies and museums or other cultural institutions; at least 10 years’ experience as a principal investigator on research specifically focused on social studies K-12 education, teacher preparation, and teacher professional development; knowledge of grant manage-ment; knowledge of metrics development and research instrument design.

2) Researcher: Qualifications - Must have knowledge of K-12 educational programming offered by government agencies and mu-seums or other cultural institutions; experience supporting educational research; at least two years’ experience writing project reports.

C.4.3 OTHER DIRECT COSTS/CONTRACTOR TRAVEL

Contractor may be required to travel to Washington, DC to meet with Library of Congress staff, and to up to nine sites in or within 50 miles of the cities in which TPS regional partner site operate – Pittsburgh, PA; Normal, IL, and Denver, CO - if current conditions al-low. Travel must be authorized by the COR and travel expenses must be approved by the COR in advance. Contractor shall be reim-bursed in accordance with General Services Administration (GSA) rates and Federal Travel Regulation (FTR) rates. Contractor will not be reimbursed for expenses exceeding GSA rates or FTR rates. Contractor shall be responsible for making Contractor’s travel ar-rangements. Travel expenses may include transportation, lodging, meals and incidentals, and hotel and airport transfers and parking.

As requested and approved by the COR, Contractor shall make the following trips, if necessary, and as COVID-19 restrictions allow:

Washington, D.C. 2 Pittsburgh, PA 3 Normal, IL 3 Denver, CO 3

Section D - Packaging and Marking

LC52.211-1 Deliveries (APR 2015)

All deliveries submitted to the CO or the COR or other Library personnel designated to receive deliverables shall clearly indicate the

Document Number: 030ADV21Q0127 Page 6 of 29 following information:

a) All deliveries submitted to the CO or the COR or other Library personnel designated to receive deliverables shall clearly indicate the following information:

Library of Congress John Adams Building, James Madison Building, or Thomas Jefferson Building (as specified) Attention: Betsy Nahum-Miller, Exhibition Director/ Exhibits Office, Center for Exhibits and Interpretation/ 101 Independence Ave. SE/ Washington

DC 20540-4950

b. Description of information/data being submitted

c. Contract Number

d. Contractor Name and Address

(End of clause)

LC52.231-1 Payment of Postage Fees (May 2015)

All postage and fees related to submission of information, including forms, and reports, etc., to the Contracting Officer or Contracting Officer’s Representative (COR) or other persons designated to receive, shall be paid by the Contractor.

(End of clause)

Section E - Inspection and Acceptance

Section E Inspection and Acceptance

E.1 General Acceptance Criteria Deliverables must be suitable for forwarding to executive management, which includes professional analyses free from grammatical and typographical errors, timely submitted with clear and concise information.

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

(a) Accuracy – Deliverables shall be accurate in presentation, technical content, and adherence to accepted elements of style.

(b) Clarity – Deliverables shall be clear and concise. All diagrams shall be easy to understand and be relevant to the supporting narrat-ive.

(c) Consistency to Requirements – All deliverables must satisfy the requirements of the contract.

(d) File editing – All text and diagrammatic files shall be editable by the Library.

(f) Format – Deliverables shall be submitted as described on Section C and in other formats and media mutually agreed upon prior to submission. Presentation materials shall follow the COR specified directions. Presentations will be provided to senior Library man-agers and Contractor shall schedule a date and time with COR to occur no later than the date specified by the COR after the submis-sion of the associated report.

(g) Timeliness – Time is of the essence; therefore, deliverables shall be submitted on or before the due date specified in the contract or as described in assigned tasks.

E.2 Quality Assurance

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The COR will review, for completeness, preliminary or draft documentation that the Contractor submits, and may return it to the Con-tractor for correction. Absence of any comments by the COR shall not relieve the Contractor of the responsibility to comply with the requirements of this contract. Any approval given during preparation of the documentation, or approval for delivery shall not guaran-tee the final acceptance of the completed documentation.

Section F - Deliveries or Performance

PERIOD OF PERFORMANCE

ITEM START END

1 07/01/2021 06/30/2022

Clause Title Fill-ins

52.242-15 Stop-Work Order (Aug 1989)

LC52.215-5 Place and Period of Performance (JAN 2019)

Place of Performance: Library of Congress, Contractor's Office and various sites as described in Section C.

The overall period of performance shall be as stated in section B.

The contractor is responsible for determining its hours of operation in fulfilling the requirements of this contract. The Library’s stand-ard operating hours are from 8:30 AM through 5:30 PM, Monday through Friday, excluding federal holidays. The contractor shall co-ordinate with the COR for any work to be conducted at Library facilities.

Due to the COVID-19 pandemic, access to the Library’s facilities is being restricted for the health and safety of all parties. On-site work under this contract shall not begin until the Contractor receives a notification from the COR or Contracting Officer to proceed with authorization to access Library facilities. Once the notification is obtained and access to Library facilities is granted, the parties agree to adjust the start and completion date of the contract (including option periods) if necessary to align with the notification to pro-ceed date. The adjusted period of performance (including option periods) shall not exceed the number of days in total of the initial per-formance period as documented in Section B of this award. Any changes to the contract schedule or other terms must be in writing by a contracting officer.

The Contractor shall be expected to comply with all of the Library's COVID-19 pandemic health guidance and protocol. The Library's up to date information can be found at: https://www.loc.gov/about/pandemic-information/for-public/.

(End of Clause)

Section F Deliveries or Performance

See Attachment J-1.

Section G - Contract Administration Data

LC52.201-3 Contract Administration (AUG 2015)

This contract will be administered by:

Library Contracting Officer: Moji Adejuwon Address: The Library of Congress, Contracts and Grants Directorate, 101 Independence Ave., S.E.

Washington D.C. 20540-9414 Phone: (202) 707-0400 Email: moad@loc.gov

Library Contract Specialist: Ramon Samuel Address: The Library of Congress, Contracts and Grants Directorate, 101 Independence Ave., S.E.

Washington D.C. 20540-9414 Phone: (202) 707-3086

Document Number: 030ADV21Q0127 Page 8 of 29

Email: rsamuel@loc.gov

Library Contracting Officer Representative: TBD after contract award Address: ____________________ Phone: __ Email: __

Contractor Contract Administrator: TBD after contract award Address: ____________________ Phone: __ Email: __

(End of clause)

LC52.204-5 Identification and Building Passes (Dec 2014)

(a) The Contractor shall schedule with the COR time for contractor staff to be available to receive Library-issued photo identification badges prior to starting work.

(b) The Contractor shall provide instruction and ensure that each employee performing work under this contract displays their photo-identification badges at all times they are present on-duty in the building. Refusal or repeated neglect to display the photo-identification may result in an unsuitability determination.

(c) Upon termination, resignation or other event leading to a contract employee leaving duty under this contract, the Contractor is re-sponsible for returning all Government identification, building passes, keys, and other Government property issued to that employee.

Failure on the part of the Contractor may result in the Contractor's liability for all costs associated with correcting the resultant breech in building security.

(d) The requirements of this clause are applicable to and shall be observed by all subcontractors who perform work at all Library of Congress facilities.

(e) The Contractor shall ensure that all employees, both directly employed and subcontracted, contractor’s and sub-contractors, obtain Library ID badges. Badges shall be visibly displayed at all times while in Library premises. The Library will issue badges without charge. Contractor shall accurately maintain a list of employee badge number on the Employee Roster and provide updates to the COR upon request. An employee’s badge shall be returned within 5 days from the termination of that employee’s employment. All badges shall be returned at the completion/termination of the contract.

(End of clause)

LC52.232-1 Library of Congress Invoice Instructions (Oct 2016)

The Contractor must prepare and submit invoices electronically to: https://www.ipp.gov. The Contractor may submit payment requests using other than electronic means only when alternate procedures are authorized by the contracting officer in writing. Assistance is available via the IPP Help Desk via email at: ippgroup@bos.frb.org or by commercial telephone at (866) 973-3131. Invoices shall contain the information required in FAR 52.212-4, paragraph (g).

(End of Clause)

LC52.232-2 Schedule of Payments (JUN 2015)

The contractor must submit invoices for payment upon delivery of the items or successful performance of the events identified below pursuant to the standards and acceptance criteria defined in this contract.

[Identify schedule of payments and associated deliverables, milestones, events]

Deliverable/Event Date

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Deliverable C.3.2 10/1/2021 Upon acceptance by COR

Deliverable C.3.3 10/20/2021 Upon acceptance by COR

Deliverable C.3.4 (Nov 2021) 11/30/2020 Upon acceptance by COR

Deliverable C.3.4 (Dec 2021) 12/31/2021 Upon acceptance by COR

Deliverable C.3.4 (Jan 2022) 1/31/2022 Upon acceptance by COR

Deliverable C.3.4 (Feb 2022) 2/28/2022 Upon acceptance by COR

Deliverable C.3.4 (Mar 2022) 3/31/2022 Upon acceptance by COR

Deliverable C.3.5 4/30/2022 Upon acceptance by COR

Deliverables C.3.6 5/31/2022 Upon acceptance by COR

Deliverable C.3.7 6/30/2022 Upon acceptance by COR

(End of clause)

Section H - Special Contract Requirements

LC52.201-1 Contracting Officer's Representative (COR) Appointment and Authority (Jan 2016)

(a) Performance of work under this contract is subject to the technical direction of the COR. The term “technical direction” includes, without limitation, direction to the contractor that directs or redirects the labor effort, shifts the work between work areas or locations, and/or fills in details and otherwise serves to ensure that tasks outlined in the contract are accomplished satisfactorily.

(b) Technical direction must be within the scope of the contract specification(s)/work statement. The COR does not have authority to issue technical direction that:

(1) Constitutes additional work outside the contract specification(s)/work statement;

(2) Constitutes a change as defined in the “Changes” clause of this contract;

(3) Causes an increase or decrease in the contract price, or the time required for contract performance;

(4) Changes any of the terms, conditions, or specification(s)/work statement of the contract;

(5) Interferes with the contractor's right to perform under the terms and conditions of the contract; or

(6) Directs, supervises or otherwise controls the actions of the contractor's employees.

(c) Technical direction may be oral or in writing. The COR must confirm oral direction in writing within five workdays, with a copy to the Contracting Officer.

(d) The Contractor shall proceed promptly with performance resulting from the technical direction issued by the COR. If, in the opin-ion of the contractor, any direction of the COR or the designated representative falls within the limitations of (b) above, the contractor shall immediately notify the Contracting Officer no later than the beginning of the next Government work day.

(e) Failure of the Contractor and the Contracting Officer to agree that technical direction is within the scope of the contract shall be subject to the terms of the “Disputes” clause of this contract.

(End of clause)

LC52.203-1 Contractor Publicity (Oct 2013)

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The Contractor, or any entity or representative acting on behalf of the Contractor, may not refer to the equipment or services furnished pursuant to the provisions of this contract in any news release or commercial advertising, or in connection with any news release or commercial advertising, without first obtaining explicit written consent to do so from the Contracting Officer. Should any reference to such equipment or services appear in any news release or commercial advertising issued by or on behalf of the Contractor without the required consent, the Government will consider institution of all remedies available under applicable law.

(End of clause)

LC52.204-1 Collections Security (Dec 2013)

(1) The Library is a public institution responsible for making its resources (collections and staff) available to the Congress and the American people. To achieve a balance between access and security, the Library requires everyone (staff, visitors, interns, contractors, etc.), to always use due diligence and protect its assets during use.

(2) Physical access to Library collections is limited to staff and/or determined by the host office. In addition, established requesting processes in the various readings rooms must be followed.

(3) Loan Privileges. Contractor employees may obtain loans of Library property for internal use and Library work-related purposes.

(i) Loan of Library Property. All loans of Library property must be approved and documented by the host Library Services office.

Contractor staff shall obtain a Library "General Pass" (Form LW 12/54 (rev2/88)) for each loan.

(ii) Liability - Loss or Damage of Library Property. Use or loan of all Library property and signature on this contract means that the contractor acknowledges and agrees to: (a) ensure the return all Library property issued in the same condition as borrowed; (b) accept responsibility and liability for the negligent loss or damage of issued or borrowed Library property; and (c) ensure that the loaned property is used for Library purposes and not loaned to any other person.

(End of clause)

LC52.204-2 Physical Security (Mar 2015)

Access to Library buildings and grounds is governed by 36 C.F.R. part 702 - Conduct on Library Premises. Contractor staff must com-ply with requirements and restrictions and related Library of Congress Regulations and Directives.

(End of clause)

LC52.204-3 Information Systems Security (Sept 2018)

(1) Computer Security Policy. The Library requires anyone using or accessing its digital assets (including networks, servers, worksta-tions, systems, data, web pages, and email) to protect them and use them only for official business, and only in accordance with Lib-rary regulations and applicable Library bargaining agreements. Unauthorized or inappropriate use may be grounds for termination or other contractual remedy.

(2) Privacy Policy. No one has the right to privacy while using any Library computer system, including internet or email services. Us-age may be monitored.

(3) Level of Access. The Host Office will determine the level of access to the Library’s IT equipment, staff and software needed to successfully perform under this Contract. Access may include, for example, email, word processing, internet, and intranet.

(4) Mandatory IT Security Training. Contractor personnel must successfully complete mandatory information systems security train-ing prior to use of or access to any of the Library’s digital assets. The required training is available online at ht-tp://www.loc.gov/extranet/cld/. Contractor staff with access to Library digital assets shall complete the information systems security training annually. The training is available on the Library intranet at: http://www.loc.gov/staff/cld/.

(End of clause)

LC52.204-4 Contractor Suitability (JAN 2019)

Work under this contract is unclassified. However, the Library of Congress has a contractor suitability program, which includes back-ground investigations of contractor personnel who will have regular, ongoing, unescorted access to the Library’s buildings, grounds, collections, or information technology systems to ensure they meet basic standards of honesty and trustworthiness.

Document Number: 030ADV21Q0127 Page 11 of 29

(1) Any access to non-public Library facilities and information technology systems will require completion and successful vetting of a security application request (release forms, fingerprints, and, if applicable, E-QIP background investigation.) Contracts should anticip-ate a minimum of two weeks for the process, provided no adverse of incomplete information is received.

(2) The Library does not determine the suitability of employees to work for the contractor firm that hires them. The Library’s interest is in determining whether the contractor personnel should be granted access to Library facilities greater than the access that would be afforded to a member of the general public.

(3) The contractor will ensure the Library’s Personnel Security Office is notified of all changes to personnel performing work on this contract. The Personnel Security Office can be notified at the following email address: PSD@loc.gov and contacted via phone at:

(202) 707-5618.

(4) The fact that the Library may conduct background investigations on assigned contractor personnel does not relieve the contractor of the responsibility to provide qualified, reliable personnel of sound character and conduct.

The fact that the Library may conduct background investigations on assigned contractor personnel does not relieve the contractor of the responsibility to provide qualified, reliable personnel of sound character and conduct.

(End of clause)

LC52.237-1 Key Personnel (Aug 2014)

The personnel designated as key personnel in this contract are considered to be essential to the work being performed hereunder. At least 30 days prior to diverting any of the specified individuals to other programs or contracts or as soon as possible if an individual must be replaced, for example, as a result of leaving the employ of the contractor, the contractor shall notify the contracting officer and identify proposed substitutions. No diversion or substitution shall be made by the contractor without written consent of the con-tracting officer.

The following personnel have been identified as Key Personnel in the performance of this contract:

Position/Labor Category Name Lead Researcher/Program Manager TBD Researcher TBD

(End of clause)

LC52.237-2 Conduct of Work (May 2015)

The personnel employed by the Contractor shall be capable employees qualified in this type of work. The Contractor shall be respons-ible for all damage to Library property by the activities of his employees resulting from these operations. The Contracting Officer may require removal from work on this contract any employee(s) that may be deemed incompetent, careless, insubordinate, unsuitable, or otherwise objectionable, or whose continued employment is deemed contrary to the public interest or inconsistent with the best in-terest of or the security of the Library.

(End of clause)

LC52.239-1 Information Security (May 2016)

The work to be conducted is considered SENSITIVE BUT UNCLASSIFIED pursuant to NIST SP 800-53 (rev 4) or current version.

The Contractor shall ensure that all non-public Library information processed under this contract shall be protected from unauthorized use and mishandling by the contractor. Information includes both hard copy (paper) formats and soft copy (stored in electronic form, e.g., hard disks, tapes, flash drives, CD-ROM, etc.)

Document Number: 030ADV21Q0127 Page 12 of 29

a) The Contractor shall store hard copies and soft copy contained on removable media (e.g., tapes, floppy disks, CD-ROM/CD-R, flash drives, etc.) in a government approved storage container per the direction of the COR or the Library of Congress Project Man-ager when not under the direct control of Contractor Key Personnel.

b) The Contractor shall treat any information developed on security vulnerabilities and any Government provided non-public informa-tion as “Sensitive but Unclassified” information.

c) The Contractor personnel shall label and protect this information as “Security Category: Moderate”, placing this designation in the footer.

d) The Contractor shall ensure that all documents designated “Security Category: Moderate”, “Security Category: High” and “Limited Official Use Only” are not emailed to or from an external email system. These documents may only be emailed between Library of Congress email accounts, or within a secured corporate email network.

e) The Contractor shall ensure that all documents designated “Security Category: Moderate”, “Security Category: High” and “Limited Official Use Only” are shredded, burned or otherwise destroyed before being disposed of in accordance with applicable corporate and federal records management policies.

f) The Contractor shall dispose of all documents designated “Security Category: Moderate”, “Security Category: High” and “Limited Official Use Only” remaining in the Contractor’s possession at the end of the contract term.

g) The Contractor shall ensure that all Contractor workstations used to process Library information utilize anti-virus and anti-spyware utilities that are configured to continuously monitor and to automatically update as well as having automatic operating system patch-ing in place.

h) The Contractor shall ensure that all Contractor workstations used to process Library information employ a firewall that can either be software running on the workstation or a stand-alone firewall that protects the workstation from unauthorized access from any other devices, including devices on the Contractor’s corporate network.

i) The Contractor shall ensure that all Library information that is labeled “Security Category: Moderate”, “Security Category: High” and “Limited Official Use Only” is encrypted using a FIPS 140-2 validated application configured in FIPS mode (http://csrc.nist.gov/cryptval/). This includes information stored on internal hard drives and removable devices (e.g., CD-Rs, flash drives, etc.)

j) The Contractor must provide a written list of anti-virus, anti-spyware, firewall, encryption products, versions and proof of licenses, along with the automatic operating system patching status, MAC address (if applicable) and user name for each system being used to process Library information.

k) The Contractor shall not provide any government-furnished non-public documents, information, or licensed material in any form to anyone other than the Contracting Officer, the COR or the Library of Congress Project Manager without the written approval of the Contracting Officer, the COR, or the Library of Congress Project Manager during the period of this contract or at any time afterwards.

l) The Contractor shall not provide any non-public government documents or information related to IT Security in any form without the written approval of the Library’s IT Security Group.

m) The Contractor shall ensure that all Contractor personnel sign non-disclosure statements.

n) The Contractor shall ensure that all Contractor personnel complete the Library of Congress IT Security Awareness Training on an annual basis.

(End of clause)

Section I - Contract Clauses

Clause Title Fill-ins

52.203-3 Gratuities (Apr 1984)

52.204-13 System for Award Management Maintenance (Oct 2018)

52.212-4 Contract Terms and Conditions-Commercial Items (Oct 2018)

52.232-25 Prompt Payment (Jan 2017)

Document Number: 030ADV21Q0127 Page 13 of 29

Clause Title Fill-ins

52.233-1 Disputes (May 2014)

52.242-13 Bankruptcy (July 1995)

52.243-1 Alt I Changes - Fixed-Price (Aug 1987) - Alternate I (Apr 1984)

52.245-1 Alt I Government Property (Jan 2017) - Alternate I (Apr 2012)

52.245-9 Use and Charges (Apr 2012)

52.253-1 Computer Generated Forms (Jan 1991)

52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders-Commercial Items (JAN 2021)

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

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

(2) 52.204-23, Prohibition on Contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab and Other Covered Entities (Jul 2018) (Section 1634 of Pub. L. 115-91).

(3) 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equip-ment. (Aug 2020) (Section 889(a)(1)(A) of Pub. L. 115-232).

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

(5) 52.233-3, Protest After Award (Aug 1996) (31 U.S.C. 3553).

(6) 52.233-4, Applicable Law for Breach of Contract Claim (Oct 2004) (Public Laws 108-77 and 108-78

( 19 U.S.C. 3805 note)).

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

[Contracting Officer check as appropriate.] __ (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (June 2020), with Alternate I (Oct

1995) (41 U.S.C. 4704 and 10 U.S.C. 2402).

_X_ (2) 52.203-13, Contractor Code of Business Ethics and Conduct (Jun 2020) (41 U.S.C. 3509)).

__ (3) 52.203-15, Whistleblower Protections under the American Recovery and Reinvestment Act of 2009 (Jun 2010) (Section

1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Reinvestment Act of 2009.)

__ (4) 52.204-10, Reporting Executive Compensation and First-Tier Subcontract Awards (Jun 2020) (Pub. L. 109-282)

( 31 U.S.C. 6101 note).

__ (5) [Reserved].

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

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

_X_ (8) 52.209-6, Protecting the Government’s Interest When Subcontracting with Contractors Debarred, Suspended, or Pro-posed for Debarment. (Jun 2020) (31 U.S.C. 6101 note).

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

__ (10) [Reserved].

__ (11) (i) 52.219-3, Notice of HUBZone Set-Aside or Sole-Source Award (Mar 2020) (15 U.S.C. 657a).

__ (ii) Alternate I (Mar 2020) of 52.219-3.

__ (12) (i) 52.219-4, Notice of Price Evaluation Preference for HUBZone Small Business Concerns (Mar 2020) (if the offeror elects to waive the preference, it shall so indicate in its offer) (15 U.S.C. 657a).

__ (ii) Alternate I (Mar 2020) of 52.219-4.

__ (13) [Reserved]

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

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

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

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

__ (16) 52.219-8, Utilization of Small Business Concerns (Oct 2018) (15 U.S.C. 637(d)(2) and (3)).

__ (17) (i) 52.219-9, Small Business Subcontracting Plan (Jun 2020) (15 U.S.C. 637(d)(4)).

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

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

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

__ (v) Alternate IV (Jun 2020) of 52.219-9

Document Number: 030ADV21Q0127 Page 14 of 29

__ (18) (i) 52.219-13, Notice of Set-Aside of Orders (Mar 2020) (15 U.S.C. 644(r)).

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

__ (19) 52.219-14, Limitations on Subcontracting (Mar 2020) (15 U.S.C. 637(a)(14)).

__ (20) 52.219-16, Liquidated Damages-Subcontracting Plan (Jan 1999) (15 U.S.C. 637(d)(4)(F)(i)).

__ (21) 52.219-27, Notice of Service-Disabled Veteran-Owned Small Business Set-Aside (Mar 2020) (15 U.S.C. 657f).

__ (22) (i) 52.219-28, Post Award Small Business Program Rerepresentation (Nov 2020) (15 U.S.C. 632(a)(2)).

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

__ (23) 52.219-29, Notice of Set-Aside for, or Sole Source Award to, Economically Disadvantaged Women-Owned Small Business Concerns (Mar 2020) (15 U.S.C. 637(m)).

__ (24) 52.219-30, Notice of Set-Aside for, or Sole Source Award to, Women-Owned Small Business Concerns Eligible Under the Women-Owned Small Business Program (Mar2020) (15 U.S.C. 637(m)).

__ (25) 52.219-32, Orders Issued Directly Under Small Business Reserves (Mar 2020) (15 U.S.C. 644(r)).

__ (26) 52.219-33, Nonmanufacturer Rule (Mar 2020) (15U.S.C. 637(a)(17)).

_X_ (27) 52.222-3, Convict Labor (Jun 2003) (E.O.11755).

_X_ (28) 52.222-19, Child Labor-Cooperation with Authorities and Remedies (Jan2020) (E.O.13126).

_X_ (29) 52.222-21, Prohibition of Segregated Facilities (Apr 2015).

_X_ (30) (i) 52.222-26, Equal Opportunity (Sep 2016) (E.O.11246).

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

_X_ (31) (i) 52.222-35, Equal Opportunity for Veterans (Jun 2020) (38 U.S.C. 4212).

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

_X_ (32) (i) 52.222-36, Equal Opportunity for Workers with Disabilities (Jun 2020) (29 U.S.C. 793).

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

__ (33) 52.222-37, Employment Reports on Veterans (Jun 2020) (38 U.S.C. 4212).

__ (34) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act (Dec 2010) (E.O. 13496).

_X_ (35) (i) 52.222-50, Combating Trafficking in Persons (Oct 2020) (22 U.S.C. chapter 78 and E.O. 13627).

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

__ (36) 52.222-54, Employment Eligibility Verification (Oct 2015). (Executive Order 12989). (Not applicable to the acquisi-tion of commercially available off-the-shelf items or certain other types of commercial items as prescribed in 22.1803.)

__ (37) (i) 52.223-9, Estimate of Percentage of Recovered Material Content for EPA–Designated Items (May 2008) ( 42 U.S.C. 6962(c)(3)(A)(ii)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

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

__ (38) 52.223-11, Ozone-Depleting Substances and High Global Warming Potential Hydrofluorocarbons (Jun 2016) (E.O.

13693).

__ (39) 52.223-12, Maintenance, Service, Repair, or Disposal of Refrigeration Equipment and Air Conditioners (Jun 2016) (E.O. 13693).

__ (40) (i) 52.223-13, Acquisition of EPEAT®-Registered Imaging Equipment (Jun 2014) (E.O.s 13423 and 13514).

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

__ (41) (i) 52.223-14, Acquisition of EPEAT®-Registered Televisions (Jun 2014) (E.O.s 13423 and 13514).

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

_X_ (42) 52.223-15, Energy Efficiency in Energy-Consuming Products (May 2020) (42 U.S.C. 8259b).

__ (43) (i) 52.223-16, Acquisition of EPEAT®-Registered Personal Computer Products (Oct 2015) (E.O.s 13423 and 13514).

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

__ (44) 52.223-18, Encouraging Contractor Policies to Ban Text Messaging While Driving (Jun 2020) (E.O. 13513).

__ (45) 52.223-20, Aerosols (Jun 2016) (E.O. 13693).

_X_ (46) 52.223-21, Foams (Jun2016) (E.O. 13693).

__ (47) (i) 52.224-3 Privacy Training (Jan 2017) (5 U.S.C. 552 a).

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

_X_ (48) 52.225-1, Buy…