SOW_1.docx

SECTION 2 – STATEMENT OF WORK

1.0 Introduction

The Department of the Interior's Office of Insular Affairs (OIA) is seeking professional/organizational development services to address good governance and financial management capacity development needs within the U.S. insular governments.

2.0 Background

The Secretary of the Interior has administrative responsibility for coordinating federal policy in the territories of American Samoa, Guam, the U.S. Virgin Islands, and the Commonwealth of the Northern Mariana Islands, and the responsibility to administer and oversee federal assistance provided to the freely associated states of the Federated States of Micronesia, the Republic of the Marshall Islands, and the Republic of Palau under the Compacts of Free Association. The Office of lnsular Affairs (OIA) executes these responsibilities on behalf of the Secretary of Interior.

The mission of OIA is to promote the political, social and economic development of the United States territories and freely associated states based on democracy and self-government, giving due note to their unique circumstances and differences. As a means of fulfilling this mission, OIA's vision is to assist the insular areas to develop quality communities and increase economic self-sufficiency.

OIA has established a strategic goal to increase the economic self-sufficiency of the insular areas as measured by the ratio of federal revenue to total revenues of the governments. In this context, OIA provides financial and technical assistance to the insular governments in a manner that supports "contributing goals" which are defined as the following:

1. Improve insular government financial management practices

2. Increase economic development

3. Increased federal responsiveness

Financial assistance is provided through discretionary grants, tax carryovers, and transfers to support general operations of some governments. Technical assistance is provided for priority projects in such areas as governance, financial management, health care, education, public safety, and economic development.

3.0 Objective

The purpose of this order is to provide customized, results-oriented professional and organizational development services and technical assistance that promotes economic self-sufficiency in the insular areas by strengthening financial and program performance and accountability, attaining fiscal stability, and achieving economic growth.

Specifically, the program will assist the insular governments to:

a. Improve leadership and management capacity to effectively perform.

b. Improve financial management systems and practices.

c. Increase effectiveness of economic performance program results.

d. Improve capacity and capabilities of the public sector work force in critical positions and functions.

4.0 Scope of Work

OIA requires customized capacity development services. These services shall be a collaborative effort between the OIA, the contractor, and the insular governments, incorporating a range of facilitation and developmental assistance activities. Services will transfer skills and provide enhanced capacity capabilities through consulting, facilitation and survey services, and organizational development activities, to meet the needs of the insular governments and OIA.

5.0 Place of Performance

Services will be performed in the following areas:

· American Samoa

· Commonwealth of the Northern Mariana Islands

· Federated States of Micronesia

· Guam

· Republic of the Marshall Islands

· Republic of Palau

· U.S. Virgin Islands

· Hawaii

6.0 Period of Performance

The period of performance for this effort is a one year Base Period from the date of award and will include four (4) one year option periods, which may be unilaterally exercised by OIA. The anticipated period of performance is as follows:

Base Period - December 31, 2020 through December 30, 2021 Option 1 - December 31, 2021 through December 30, 2022 Option 2 - December 31, 2022 through December 30, 2023 Option 3 - December 31, 2023 through December 30, 2024 Option 4 - December 31, 2024 through December 30, 2025

All terms and conditions applicable to the Base Period shall extend to the options unless otherwise agreed upon.

Exercising of any of the option period(s) is contingent upon the contractor having a current GSA Schedule contract at the time the option is exercised.

7.0 Key Personnel

The Offeror shall identify key management, administrators and consultants in the technical proposal, and include qualifications and roles. Resumes may be included as an attachment.

Comment by Fentzke, Rebecca Gennie: Why if we are not going to use them for evaluation?

· Key personnel shall be familiar with local laws, culture and policies and have demonstrated experience working with local government officials in American Samoa, U.S. Virgin Islands, Commonwealth of the Northern Mariana Islands, Guam, Republic of Palau, Republic of the Marshall Islands, and the Federated States of Micronesia;

· Key personnel shall have demonstrated experience in offering training programs for a wide variety of subjects including: Procurement and Contract Management, Human Resource Management, Supervision and Management, Governmental Accounting, Auditing, Ethics, Leadership, Fraud, Grants Management, Indirect Costs, Management and Internal Controls, and Strategic Planning;

· Key personnel shall have knowledge and demonstrated experience in developing budget estimates, tracking costs, and oversight of project budgets; and

· Key personnel shall have extensive knowledge and experience in accounting, auditing and other financial management practices.

8.0 Points of Contact

Technical Point of Contact:

Charlene Leizear 1849 C Street NW, MS 2429 Washington, DC 20240 Phone: (202) 208-3239

Contracting Officer’s Representative (COR):

Merriam Porter 1849 C Street NW Washington, DC 20240 Phone: (202) 208-6971

Contracting Officer:

Joseph Lorelli 381 Elden Street, Ste. 4000 Herndon, VA 20170 Phone: (703) 964-3568

9.0 Government Responsibilities

OIA is committed to working collaboratively with the contractor in order to most effectively meet its strategic goal of promoting economic self-sufficiency through capacity building services throughout the insular areas. OIA's role within the collaboration will be to create the link between the program, the insular governments, and OIA, ensuring the relevancy and effectiveness of project activities. Specifically, OIA will:

a. Provide an overall policy framework and priorities which the program of activities will support.

b. Participate as determined necessary in program activities, such as regional conferences.

c. Monitor the relevancy and effectiveness of services offered.

10.0 Contractor Responsibilities

The contractor services will focus on such areas as, but would not be limited to, performance based budgeting, the public involvement process, financial management, grants management facilitation, strategic planning, revenue and taxation, information exchange and processing technology, auditing, leadership, human resource management, statistical process control, performance problem-solving and change management.

Deliverables may include such things as workbooks, training manuals, slides, audio and videocassette tapes, CD-ROMs, internet or advanced media presentations in support of the consulting, facilitation and training services described below.

Contractor shall obtain and maintain any software licenses, websites, and/or IT related support necessary for performance of this order. The contractor shall be responsible for the provision of consulting services and facilitation services customized training, technical and development assistance services which would include, but not be limited to:

10.1 Task 1 – Conference Support

Support for the following conferences are required on this order, there may be additional conferences required beyond the following:

a. Island Government Finance Officers Association (IGFOA) Increase effectiveness and program results Institutionalize regional professional organizations and communities of practice.

The contractor will support the efforts of the Island Government Finance Officers’ Association (IGFOA), a professional organization comprised of the Chief Financial Officers of each insular government and key financial managers within each government. In addition to arranging for IGFOA members to participate in the annual Government Finance Officers Association (GFOA) Conference, the contractor shall work with IGFOA to highlight best practices in the insular governments and to serve as a conduit for resource sharing. IGFOA gatherings enable the insular government finance community to discuss common challenges they face and identify successful best practices and strategies to address problems. The contractor also takes advantage of IGFOA meetings to deliver professional development seminars on leadership skills and team building in the finance environment.

During the Base period, and for all option years exercised, the contractor shall make all arrangements for 2 IGFOA Conferences. The Pacific Island Training Initiative/Virgin Islands Training Initiative website with IGFOA Conference information shall be kept updated during the Base year and for each of the option years exercised; an annual report on the program shall be delivered in hard and electronic copy to OIA for each IGFOA conference held. Data obtained through this program will belong to the government and a copy shall be provided to OIA on a USB device as well as on the website. The website shall be hosted by the contractor and shall contain copies of all data obtained through the IGFOA conferences. This website shall also contain copies of detailed reports prepared by the contractor for all IGFOA conferences. The reports shall contain copies of all data submitted by the insular areas during the conferences as well as summaries of all other data such as presentations made during the conference, list of attendees, titles and insular addresses, and contact information for all attendees.

The summer conference is held in whatever state the National Government Finance Officers Association training is held. The contractor pays for the attendance of two (2) finance officers from each insular area at the summer meeting and all costs to hold these conferences. Costs include such items as: registration fees, hotel, per diem, and air. Attendees are present at summer meeting for four (4) days of classes and two (2) days of separate insular only meetings. Insular only meetings are facilitated and venue supplies are handled by the contractor. The second meeting is held in December in Hawaii each year. The location rotates among the Hawaiian Islands. The contractor pays for the attendance of two (2) finance officers from each of the seven (7) insular areas to attend. This includes air, per diem, hotel, venue, and supplies. All travel will be in accordance with the Federal Travel Regulations [FAR 31.205-46]. The meeting duration is for three (3) days.

b. Association of Pacific Islands Public Auditors (APIPA) Increase effectiveness and program results Institutionalize regional professional organizations and communities of practice.

The Association of Pacific Islands Public Auditors (APIPA) is an association made up of public auditors from each of the insular areas. APIPA holds annual conferences to discuss issues related to the field of auditing and to provide practitioners an opportunity to attain continuing professional education training opportunities required by the field. The contractor is responsible for providing auditors with the opportunity to attain up to 40 hours of continuing professional education (CPE) credits annually. By providing training during the annual APIPA conference and providing targeted audit training at each insular jurisdiction, the contractor will play a critical role in working with APIPA to strengthen institutional support to the various public audit offices in the region.

The contractor shall provide specialists/instructors to deliver courses for the approximate 290 participants of the annual APIPA conference. The annual APIPA conference is typically held in one of the Pacific islands with a duration of three (3) days during the summer. In addition, the contractor shall provide forty (40) hours of customized CPE training to each of the public audit offices in the U.S.-affiliated Pacific region and the U.S. Virgin Islands during the Base Period and each exercised option. The Pacific Island Training Initiative/Virgin Islands Training Initiative website (See SOW Section 10.4) shall be kept updated with APIPA conference information, an annual report on the program shall be delivered in hard and electronic copy to OIA. All data obtained through this program will belong to the government and a copy shall be provided to OIA on a USB device as well as on the website.

The website shall be hosted by the contractor and shall contain copies of all data obtained through the APIPA conferences. This website shall also contain copies of detailed reports prepared by the contractor for all APIPA conferences. The reports shall contain copies of all data submitted by the insular areas during the conferences as well as summaries of all other data such as presentations made during the conference, list of attendees, titles and insular addresses and contact information for all attendees. The report should also contain listings and descriptions of all courses taken by insular area participants and the amount of credits received by each insular area participant.

c. Executive Leadership Development Program To improve leadership and management capacity to effectively perform.

Improve the capacity and capabilities of the public sector work force in critical positions and functions.

All of the insular governments have a difficult time attracting and retaining qualified individuals to work in core functions of island governments. Many young, educated and promising employees are trained by local governments and are then offered higher paying jobs by component units or within the private sector. The Executive Leadership Development Program (ELDP) was designed to assist the insular governments with developing and retaining qualified and skilled staff that will become the future leaders of their respective governments. Program participants meet four times over the course of a year to develop skills in leadership, management, government finance, and project management. The program spans 2 years and includes 8 total one week sessions for each of the chosen participants.

The contractor shall make arrangements for the Executive Leadership Development program to be conducted. The Pacific Island Training Initiative/Virgin Islands Training Initiative website (See SOW Section 10.4) with participant details shall be kept updated; an annual report on the program shall be delivered in hard and electronic copy to OIA. All data obtained through this program will belong to the government and a copy shall be provided to OIA on a USB device as well as on the website. The website shall be hosted by the contractor and shall contain copies of all data obtained through the ELDP sessions. This website shall also contain copies of detailed reports prepared by the contractor for all ELDP sessions as well as a copy of the annual report on the program. The reports shall contain copies of all data submitted by the insular areas during the sessions as well as summaries of all other data such as presentations made during the sessions, list of attendees, titles and insular addresses, and contact information for all attendees. The website should also contain searchable biographies of all the ELDP participants with a photograph for each participant.

The contractor makes arrangements for the approximately 24 participants to travel quarterly in the insular areas. The contractor pays for hotel, per diem, flights, etc. The quarterly meetings are held in four (4) different insular areas. For example, meetings might be held in Palau, Guam, CNMI, and American Samoa one year. Or they could be held in any of the seven (7) insular areas as determined. The approximately 24 participants are on each island for one week each quarter to work on training. The contractor pays all trainers and facilitators and shall arrange a venue and all materials and supplies for training. The participants are comprised of 3 to 4 representatives from each of the following islands: US Virgin Islands, Guam, American Samoa, Commonwealth of the Northern Mariana Islands, Republic of Palau, Republic of the Marshall Islands, and Federated States of Micronesia. The contractor is responsible for developing the application for the program. The contractor plans the agenda items for training. The contractor accepts and reviews all applications for the program. The contractor recommends the highest qualified applications for acceptance into the program.

10.2 Task 2 – Consultation and Training Classes

The contractor shall recruit and manage qualified personnel capable of providing expert advice, assistance, guidance or counseling in support of OIA strategic goals and initiatives including support for the Federated States of Micronesia (FSM),the Republic of the Marshall Islands (RMI) and the Republic of Palau Compacts of Free Association. This shall include, but would not be limited to:

a. Studies, analyses and reports on such things as economic and financial advising, data and statistical gathering and analysis, and policy review and development.

b. Budget reviews and analysis.

c. Performance measurement and performance indicators.

d. Business process management, technology assessments and utilization.

e. Audit improvement, including the development of remediation plans and audit qualification removal.

f. Support to and/or installation and management of integrated database and financial management systems.

g. Government advisory and support services.

h. Fiscal and accounting support.

10.2.1 Technical and Developmental Assistance Services

a. Development of Insular Government Performeters (or Equal) and AFTER Analysis To improve leadership and management capacity to effectively perform.

Increase effectiveness and program results

The contractor shall utilize The Performeter® (or Equal) to provide an independent assessment of each insular government’s financial health and success, based on their audited financial statements. The salient characteristics of an equal to the Performeter are as follows:

1. Must provide a variety of financial ratios and analysis methodology to determine the overall (financial health) of the government as of fiscal year end

2. The changes in financial condition (final year ended, and the ability to raise revenue and issue debt in the future (financial capability)

3. Provides a ratio comparison to prior years and certain industry benchmarks

4. Analyzes financial performance

a. Change in overall financial condition

b. Inter-period Equity (a measure of whether the government lived within its means in the measurement year

c. Level of unrestricted Net Assets

d. Revenue dispersion

e. Self-Sufficiency

f. Debt Load

g. Financing Margin

h. Debt-to-Asset Solvency

i. Debt Service Coverage

j. Liquidity

5. Using various financial ratios, most insular governments now have ten years of Performeter data with which to measure financial trends—both positive and negative. The Performeter is a tool which provides an analysis of annual financial audit data and other financial information related to the operations of each insular area so that the insular areas can determine the status of their financial capabilities. New Performeter or equivalent Audit/Financial Analysis Tool shall be developed for all insular areas on an annual basis based on information in each of their respective government’s audited financial statements. Many of the insular governments use the Audit/Financial Analysis Tool results to explain their financial status to their Legislatures and Governors, ultimately leading to better-informed fiscal decisions. The accompanying AFTER (Audit Findings, Timeliness and Exception Resolution) analysis included at the end of each Audit/Financial Analysis details the government’s efforts to develop timely and accurate financial statements.

The contractor shall develop and provide hard copies of the Audit/Financial Analysis Tool analysis during the Base Period and for each option year exercised and shall brief OIA staff and key government officials in each insular area on the current Audit/Financial Analysis Tool. The Pacific Island Training Initiative/Virgin Islands Training Initiative website (See SOW Section 10.4) with copies of the Audit/Financial Analysis Tools (or Equal)/AFTER analysis shall be kept updated; copies of the annual Audit/Financial Analysis Tools hall be delivered in hard and electronic copy to the OIA. All data obtained through this program will belong to the government and a copy shall be provided to the OIA on a USB device as well as on the website.

10.2.2 Facilitation Services

This includes the provision of facilitation and related support services to working groups or integrated product, process, or self-directed teams. This may include, but would not be limited to, such services as:

a. Design, development and conduct workshops, seminars, content and process training, meetings, marketing expos and trade missions.

b. Design, develop, and provide course materials, developed using sound instructional design techniques.

c. Provide personnel essential to training seminars and workshops, and development assistance services in terms of qualified trainers, facilitators, consultants/technical experts.

d. Maintain workshop, seminar, meeting, expo and trade-mission related rosters and issue event CEU/CPU certificates to participants.

e. Handle all logistical arrangements such as facilities for workshops, seminars, meetings, expos and trade missions; ship event materials to events; conduct event evaluations and report results.

10.2.3 Training Programs

a. The contractor shall provide training to local government officials in the insular areas. The contractor shall work with appropriate local government officials each year of the contract to develop a training plan and conduct training needed in areas designated by the local governments and as approved by OIA. The training may take place in the insular areas of American Samoa, Guam, Commonwealth of the Northern Mariana Islands, the U.S. Virgin Islands, the Republic of Palau, the Republic of the Marshall Islands, the Federated States of Micronesia, the State of Hawaii or other location or facility as mutually agreed upon. Training costs are included in the cost of this task order. The contractor shall develop and provide all pertinent course information in a training catalogue including but not limited to course title and a brief description of the course content, the course format (e.g. lecture, discussion, hands-on training); the length of the course; mandatory and desirable prerequisites for student enrollment; the minimum and maximum number of students per class; the locations where the course is offered; class schedules; and price (per student, per class (if applicable)). The contractor shall provide written training materials (including screen prints) to all class participants no later than the first day of the course. The contractor shall make a copy of all training material for online training courses available for electronic download by the students at least 48 hours prior to the start of the course. Various training support will be required throughout the performance period.

There may be additional training required by the government beyond training included below:

b. Additional Training Classes Support Improve Leadership and Management Capacity to Perform Effectively Improve Financial Management Systems and Practices Increase effectiveness and program results Improve the capacity and capabilities of the public sector work force in critical positions and functions.

During the Base Period and each exercised option period, approximately thirty-five (35) classroom training courses shall be delivered each year in the insular areas. Classroom training courses shall be delivered in Procurement and Contract Management, Human Resource Management, Supervision and Management, Governmental Accounting, Auditing, Ethics, Leadership, Fraud, Grants Management, Indirect Costs, Management and Internal Controls, and Strategic Planning. The contractor shall work directly with the insular areas to determine the specific course needs of each insular area and obtain approval from Insular Affairs to deliver such courses. The Pacific Island Training Initiative/Virgin Islands Training Initiative website (SOW Section 10.4) shall be kept updated with information on these courses and the locations and dates of the courses; an annual report on the program shall be delivered in hard and electronic copy to OIA. All data obtained through this program will belong to the government and a copy shall be provided to OIA on a USB device as well as on the website.

10.2.3.1 Cancellation Policy

Cancellation and or rescheduling of training sessions within 72 hours of the start date shall be honored at no additional charge to DOI. The contractor shall then permit DOI to either cancel the order or reschedule the training at no additional charge. In the event the training class is rescheduled, DOI will modify its original training order to specify the time and date of the rescheduled training class. In the event the contractor is unable to conduct training on the date agreed to by the contractor and DOI, the contractor shall notify the ordering activity at least seventy-two (72) hours before the scheduled training date. The contractor shall permit DOI to reschedule a student who unable to attend a training class within ninety (90) days from the original course date, at no additional charge. The contractor will be compensated on a reimbursable basis for any cost associated with a cancelled training event that can’t be recouped by the contractor or else applied to a rescheduled training.

10.2.3.2 Substitution

DOI reserves the right to substitute trainees up to the first day of class.

10.2.3.3 No Show

If a DOI trainee fails to attend the course for which they are schedule and have not given prior 72 hours cancellation notice to the contractor, then the course fee will remain payable in full and no transfer will be allowed. In the event DOI fails to cancel or reschedule a training course within the time frame specified in the cancellation policy of the Statement of Work, DOI will be liable for the contracted dollar amount of the training course.

10.2.3.4 Government Closure or Shut Downs

The contractor shall not charge or hold DOI liable for training courses unattended due to instances of Government closure or shut downs. Training courses shall be rescheduled as soon as possible at no additional cost to DOI.

10.3 Task 3 - Federated States of Micronesia (FSM),Republic of the Marshal islands (RMI), and Republic of Palau Compacts of Free Association Support Improve leadership and management capacity to effectively perform Increase effectiveness and program results

a. The contractor shall provide technical support to the FSM,RMI, and Palauon issues relating to Compact implementation. The contractor shall, with Insular Affairs guidance, assist countries with preparation for technical meetings, preparation for annual United States-FSM Joint Economic Management Committee (JEMCO),United States-RMI Joint Economic Management and Fiscal Accountability Committee (JEMFAC) meetings, and United States-Palau annual economic consultations and budgetary, fiscal, and sector support. Activities the contractor shall accomplish include but are not limited to:

1. Monitoring of Long-Term Fiscal Frameworks to plan for the remaining years of Compact assistance in each of the five FSM governments;

2. Continued Fiscal Reform in the Freely Associated States;

3. Leadership, presidential and cabinet briefings on economic developments and fiscal and economic policy;

4. Education reform in the Freely Associated States, including facilitation of leadership conference to address outstanding issues;

5. Mediation of Compact Infrastructure issues, including facilitation of a bilateral meeting between the FSM and US and/or RMI and US;

6. Development and maintenance of a Compact Tracking Tool, which tracks Compact expenditures by distribution formula across FSM states;

7. Review of the role and effectiveness of the Chuuk Financial Control Commission (CFCC);

8. Support to the project-based proposal processes for environment, private sector and capacity building grant sectors, including template development and on-site, state-specific support in advance of US budget consultations; and

9. Long-term debt analysis for the Freely Associated States, including recommendations for debt remediation

b. Statistical and Economic Reporting for the three Freely Associated States (FAS) of the FSM, the RMI, and the Republic of Palau (ROP) Improve leadership and management capacity to effectively perform Increase effectiveness and program results

The three FAS of the RMI, the FSM and the ROP each have extensive needs for professional expertise to augment existing capacities to complete periodic reviews of their economies, and to maintain and strengthen economic statistical series to support economic monitoring and analysis. Since the economic reporting and statistical development and maintenance programs required across all three Freely Associated States are relatively similar, the contractor shall provide one highly qualified professional in the Republic of Palau to provide approximately eight (8) months per year to (a) lead the external inputs to the program in all three FAS, (b) provide direct external inputs to all three FAS to develop and/or maintain economic reporting and statistical development programs, and (c) provide extra support to Palau, given the current relatively weakened status of its economic reporting and statistics systems.

The contractor is required to assist the FSM, RMI, and ROP with the maintenance of annual government finance statistics, the development and analysis of key economic indicators (growth, income, employment, outmigration, external debt), and an analysis of fiscal policy. These updates shall be captured in annual reports that help fulfill Compact mandates and, in the cases of the FSM and RMI, help JEMCO and JEMFAC direct Compact implementation. The contractor will be responsible for delivering high-level briefings for US, FSM and RMI JEMCO and JEMFAC members to provide background analysis prior to annual meetings. The contractor is required to provide a long-term regional advisor in Palau to provide regular support to the three governments for eight months of the calendar year.

Over the duration of the contract, the contractor shall continue to assist with the maintenance of these items and shall provide briefings as needed on these items as required by the government.

Outputs include:

1. Annual FSM Economic Review and Statistical Appendix

2. Annual RMI Economic Review and Statistical Appendix

3. Annual ROP Economic Review and Statistical Appendix

10.4 Task 4 - Administrative

Website Support Support will be required for the Pacific Island Training Initiative/Virgin Islands Training Initiative program website. The program website shall contain copies of all reports and data collected as a result of this order, including, but not limited to information on: Executive Leadership Development Program (ELDP) (program and bios of participants), Island Government Finance Officers Association (IGFOA) conferences, Association of Pacific Islands Public Auditors (APIPA) conferences, Performeter/AFTER, or equal Audit/Financial Analysis Tool data, analysis reports, training schedules for the upcoming year and Compact related reports. The website shall be kept updated; an annual report on the program shall be delivered in hard and electronic copy to OIA. The website data will need to be updated accordingly and backed up at 10 – 15 days after award and quarterly thereafter. A copy of the backup data file will be provided to the government COR and CO quarterly. All data obtained through this program will belong to the government and a copy shall be provided to the OIA on a USB device as well as on the website.

11.0 Deliverables

Some additional deliverables may be defined at the time of TRD acceptance.

Deliverables shall be provided to the Contracting Officer’s Representative and the Contracting Officer as specified below. The following represents reports and deliverables required by the government in performance of this order:

1) ELDP Program,

2) 2 IGFOA Conferences,

3) APIPA Conference,

4) Audit Improvement/ Performeter/AFTER Analysis, (or equal, Audit/Financial Analysis Tool),

5) Consultation & Training,

6) Economic Monitoring and Analysis Program for FSM, RMI & ROP,

7) Compact Reviews for FSM,RMI and ROP, and

8) Administrative Costs.

1) By CLIN

2) By TRD

3) Itemized listing Spreadsheet shall summarize and itemize ALL costs. (Examples of costs: contractor labor, materials, contractor travel, consultant fees, consultant travel, postage and shipping, office supplies, miscellaneous, phone/fax, course materials, meeting expenses).

Labor report shall include name of contractor/consultant, position title, dates of services, # of days worked, daily rate, and amount.

Travel expenses should list separately: per diem, air, service fees, etc.

11.1. Deliverable Acceptance and Review

Unless otherwise specified, the Government will have a maximum of ten days from the day the draft deliverable is received to review the document, provide comments back to the contractor, approve or disapprove the deliverable(s). The contractor will also have a maximum of ten working days from the day comments are received to incorporate all changes and submit the final deliverable to the Government. All days identified below are intended to be workdays unless otherwise specified.

12.0. Other Performance Requirements

12.1. Technical Requirements Documents (TRD)

The identification and establishment of conferences and training will be tracked and cost evaluated through the use of TRD’s. These services will be considered within the general scope of this effort. A TRD shall include identification of the support required and any required work products(s) and due date(s), performance site(s), etc. The information provided in the TRD shall include sufficient details in order for the contractor to calculate the basis of the estimate, based on the labor categories and fixed rates identified in the task order, for the TRD. Any additional post award support may be incorporated into this order via a formal modification.

12.2. Orientation Briefing

Within ten working days of award, the contractor shall conduct an orientation briefing for the Government. The intent of the briefing is to initiate the communication process between the Government and contractor by introducing key task participants and explaining their roles, reviewing communication ground rules, and assuring a common understanding of subtask requirements and objectives.

12.3. Productive Direct Labor Hours

The contractor can only charge the Government for “Productive Direct Labor Hours.” Productive direct labor hours are defined as those hours expended by contractor personnel in performing work under this effort. This does not include sick leave, vacation, government or contractor holidays, jury duty, military leave, or any other kind of administrative leave such as acts of God (i.e. hurricanes, snow storms, tornadoes, etc.), Presidential funerals, or any other unexpected government closures.

12.4. Payment for Unauthorized Work

No payments will be made for any unauthorized supplies or services or for any unauthorized changes to the work specified in this document. This includes any services performed by the contractor of their own volition or at the request of an individual other than a duly appointed CO. Only a duly appointed CO is authorized to change the specifications, terms, and conditions under this effort.

12.5. Contractor Personnel

The contractor shall be responsible for managing and overseeing the activities of all contractor personnel, as well as subcontractors used in performance of this effort. The contractor's management responsibilities shall include all activities necessary to ensure the accomplishment of timely and effective support, performed in accordance with the requirements contained in the statement of work.

12.6. Travel

The contractor shall be required to travel as necessary to accomplish tasks. Travel locations include but are not limited to: United States locations, American Samoa, Guam, Northern Mariana Islands, U.S. Virgin Islands, Republic of Palau, Republic of the Marshall Islands, Federated States of Micronesia and Hawaii. All travel must be submitted via an approved TRD form and approved by OIA prior to the travel taking place.

12.7. Transition In and Out

12.7.1. Transition In

Within 5 business days following the Orientation Briefing with the Government, the Contractor shall submit a draft Transition Plan provided in its initial quote that describes how it will perform and manage the transition required to successfully migrate support from the incumbent Contractor, including, but not limited to:

a. Transition plan describing how the new Contractor will work with the incumbent Contractor to facilitate the transition of each Task Order-related service from the current Contractor

b. A list of all Government dependencies and assumptions for Government services to be used during the transition.

c. Transition risks and risk mitigation recommendations.

d. Schedule risks, if anticipated, and their likely impacts on affected personnel, and transition issues.

e. Transition schedule that includes, at a minimum: specific tasks to be performed and the resources assigned to them; task dependencies and relationships, proposed task duration; and major milestones, including the deliverable milestones.

f. A phase-out plan in accordance with FAR 52.237-3, “Continuation of Services.”

During the transition period, the new Contractor shall coordinate with incumbent Contractors. To facilitate coordination, all historical project documentation is available in a government-hosted document repository. During this period, the Contractor shall:

a. Publish responsibility matrices in a responsible, accountable, consulted, and informed (RACI) format that includes tasks, expected completion dates and any reporting requirements.

b. Proactively identify bottlenecks and schedule slippages, and develop remedial plans to mitigate or eliminate such risks.

c. The Contractor shall complete the initial transition within 30 days from the initial transition start date (which covers all activities regardless of the date of the existing contract).

12.7.2. Transition Out

The outgoing Contractor shall provide comprehensive assistance and documentation requested by the Government and/or new Contractor(s) to facilitate an orderly exit, and complete transition, upon notice of termination or expiration of task order. This assistance and documentation includes, but is not limited to, the following:

a. Return all Government assets, including equipment, software, and documentation.

b. Hand in property held by individuals, such as building passes and office keys.

c. Submit a final invoice.

d. Support Government audit.

e. Coordinate/Cooperate with incoming vendor and assist in transition.

12.8. Non-Disclosure

All information regarding the work products developed and made available to the Contractor under the order must be regarded as sensitive information by the Contractor and not be disclosed or used in any other way than on the performance of this order to anyone outside the Contractor’s organization without the written permission of the Contracting Officer.

All Contractor personnel shall sign a non-disclosure agreement. The Contractor agrees to assume responsibility for protecting the confidentiality of Government records, which are not public information. The Contractor shall take all reasonable precautions not to divulge information about the requirement and/or use this information for the Contractor’s gain and shall not divulge any information to any other organization (outside DOI) without written permission from the Contracting Officer. This form is provided via Attachment 2, and shall be returned to the Contracting Officer no later than two days after award.

13.0. Section 508 Requirements

Any/all electronic and information technology (EIT) procured through this effort must meet the applicable accessibility standards at 36 CFR 1194. 36 CFR 1194 implements Section 508 of the Rehabilitation Act of 1973, as amended, and is viewable at http://www.section508.gov.

The Standards apply to the following:

Software Applications and Operating Systems Web-based Information or Applications Telecommunication Products Video and Multimedia Products Self-Contained, Closed Products (e.g., Information Kiosks, Calculators, and Fax Machines) Desktop and Portable Computers