USCA19Q0029_HRO_Services_RFQ_final_v2.pdf

SOLICITATION/CONTRACT/ORDER

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

1. REQUISITION NUMBER

HRS190001

5. SOLICITATION NUMBER

USCA19Q0029

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

DATE

06/05/2019

7. FOR INFORMATION CALL: a. NAME Skip Pirozzi

b. TELEPHONE NUMBER (No collect calls) 202-502-1234

8. OFFER DUE DATE / LOCAL

TIME

07/05/2019 05:00:00

CODE PMD

Procurement Management Division Administrative Office of the United States Courts One Columbus Circle, N.E.

Suite 3-250 Washington, DC 20544-0001

9. ISSUED BY 10.

NOT USED

SEE

SCHEDULE

11. DELIVERY FOR FOB DESTINATION

UNLESS BLOCK IS MARKED

12. DISCOUNT TERMS 13.

NOT USED X RFQ RFP

14. METHOD OF SOLICITATION

OHRCODE15. DELIVER TO

Office of Human Resources Administrative Office of the United States Courts One Columbus Circle, N.E.

Suite 5-500 Washington, DC 20544-0001

CODE16. ADMINISTERED BY (if other than Block 9)

FACILITY

CODE

CODE

Telephone No.

17a. CONTRACTOR/

OFFEROR

CODE18a. PAYMENT WILL BE MADE BY

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

OFFER

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

27. Applicable terms and conditions are as stated in the continuation pages.

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN ____ 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) 31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

USCA19Q0029 - Page 1 of 24

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

USCA19Q0029 - Page 2 of 24

Table of Contents

Section Description Page Number

B Supplies or Services and Prices/Costs C Descriptions/Specifications/Statement of Work

C-1 Statement of Work C-2 Project Management C-3 Security Requirements

D Packaging and Marking E Inspection and Acceptance F Deliveries or Performance

F-1 Place and Time of Performance F-2 Deliverables

G Contract Administration Data 7-5 Contracting Officer's Representative 7-1 Contract Administration 6-20 Insurance-Work On or Within a Judiciary Facility 7-10 Contractor Representative

H Special Contract Requirements 7-55 Contractor Use of Judiciary Networks 1-1 Employment by the Government 7-50 Parking

I Contract Clauses 1-15 Disclosure of Contractor Information to the Public 2-80 Judiciary Property 7-35 Disclosure or Use of Information 7-205 Payment for Judiciary Holidays 7-210 Payment for Emergency Closures 7-15 Observance of Regulations/Standards of Conduct 7-30 Public Use of the Name of the Federal Judiciary 7-130 Interest (Prompt Payment) 7-235 Disputes 7-40 Judiciary-Contractor Relationships 1-5 Conflict of Interest 2-50 Continuity of Services 7-70 Judiciary Property Furnished "As Is" 7-25 Indemnification 7-65 Protection of Judiciary Buildings, Equipment, and Vegetation 7-115 Availability of Funds B-5 Clauses Incorporated by Reference 2-90C Option to Extend Services 2-90D Option to Extend the Term of the Contract 7-20 Security Requirements (Deviation June 2019)

J List of Attachments K Representations, Certifications and Other Statements of Offerors or Respondents L Instructions, Conditions and Notices to Offerors or Respondents

7-60 Judiciary Furnished Property or Services B-1 Solicitation Provisions Incorporated by Reference 4-1 Type of Contract L-1 General Information L-2 Quote Instructions L-3 Quote Preparation

M Evaluation Factors for Award M-1 Evaluation Criteria M-2 Initial Evaluation M-3 Basis for Award

USCA19Q0029 - Page 3 of 24

Section B - Supplies or Services and Prices/Costs

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

0001 Task III A.1 - Personnel Retirement Benefits -

Base Period In accordance with C-1 Statement of

Work

12 Month

Period of Performance:08/01/2019 - 07/31/2020

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

0002 Task III A.2 - Judges Retirement Benefits - Base

Period In accordance with C-1 Statement of Work

12 Month

Period of Performance:08/01/2019 - 07/31/2020

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

0003 Task III B - Personnel Processing Support - Base

Period In accordance with C-1 Statement of Work

12 Month

Period of Performance:08/01/2019 - 07/31/2020

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

0004 Task III C - Security Background Investigations -

Base Period In accordance with C-1 Statement of

Work

12 Month

Period of Performance:08/01/2019 - 07/31/2020

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

0005 Task III D - Employee Development Support -

Base Period In accordance with C-1 Statement of

Work

12 Month

Period of Performance:08/01/2019 - 07/31/2020

USCA19Q0029 - Page 4 of 24

0006 Task III E - Administrative Support In accordance with C-1 Statement of Work

12 Month

Period of Performance:08/01/2019 - 07/31/2020

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

1001 Task III A.1 - Personnel Retirement Benefits -

Option Period 1 In accordance with C-1 Statement of Work

12 Month

Period of Performance:08/01/2020 - 07/31/2021

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

1002 Task III A.2 - Judges Retirement Benefits - Option

Period 1 In accordance with C-1 Statement of

Work

12 Month

Period of Performance:08/01/2020 - 07/31/2021

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

1003 Task III B - Personnel Processing Support - Option

Period 1 In accordance with C-1 Statement of

Work

12 Month

Period of Performance:08/01/2020 - 07/31/2021

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

1004 Task III C - Security Background Investigations -

Option Period 1 In accordance with C-1 Statement of Work

12 Month

Period of Performance:08/01/2020 - 07/31/2021

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

1005 Task III D - Employee Development Support - 12 Month

USCA19Q0029 - Page 5 of 24

Option Period 1 In accordance with C-1 Statement of Work

Period of Performance:08/01/2020 - 07/31/2021

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

1006 Task III E - Administrative Support - Option Period

1 In accordance with C-1 Statement of Work

12 Month

Period of Performance:08/01/2020 - 07/31/2021

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

2001 Task III A.1 - Personnel Retirement Benefits -

Option Period 2 In accordance with C-1 Statement of Work

12 Month

Period of Performance:08/01/2021 - 07/31/2022

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

2002 Task III A.2 - Judges Retirement Benefits - Option

Period 2 In accordance with C-1 Statement of

Work

12 Month

Period of Performance:08/01/2021 - 07/31/2022

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

2003 Task III B - Personnel Processing Support - Option

Period 2 In accordance with C-1 Statement of

Work

12 Month

Period of Performance:08/01/2021 - 07/31/2022

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

2004 Task III C - Security Background Investigations -

Option Period 2 In accordance with C-1 Statement

12 Month

USCA19Q0029 - Page 6 of 24 of Work

Period of Performance:08/01/2021 - 07/31/2022

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

2005 Task III D - Employee Development Support -

Option Period 2 In accordance with C-1 Statement of Work

12 Month

Period of Performance:08/01/2021 - 07/31/2022

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

2006 Task III E - Administrative Support - Option Period

2 In accordance with C-1 Statement of Work

12 Month

Period of Performance:08/01/2021 - 07/31/2022

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

3001 Task III A.1 - Personnel Retirement Benefits -

Option Period 3 In accordance with C-1 Statement of Work

12 Month

Period of Performance:08/01/2022 - 07/31/2023

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

3002 Task III A.2 - Judges Retirement Benefits - Option

Period 3 In accordance with C-1 Statement of

Work

12 Month

Period of Performance:08/01/2022 - 07/31/2023

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

3003 Task III B - Personnel Processing Support - Option

Period 3 In accordance with C-1 Statement of

Work

12 Month

USCA19Q0029 - Page 7 of 24

Period of Performance:08/01/2022 - 07/31/2023

3004 Task III C - Security Background Investigations -

Option Period 3 In accordance with C-1 Statement of Work

12 Month

Period of Performance:08/01/2022 - 07/31/2023

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

3005 Task III D - Employee Development Support -

Option Period 3 In accordance with C-1 Statement of Work

12 Month

Period of Performance:08/01/2022 - 07/31/2023

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

3006 Task III E - Administrative Support - Option Period

3 In accordance with C-1 Statement of Work

12 Month

Period of Performance:08/01/2022 - 07/31/2023

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

4001 Task III A.1 - Personnel Retirement Benefits -

Option Period 4 In accordance with C-1 Statement of Work

12 Month

Period of Performance:08/01/2023 - 07/31/2024

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

4002 Task III A.2 - Judges Retirement Benefits - Option

Period 4 In accordance with C-1 Statement of

Work

12 Month

Period of Performance:08/01/2023 - 07/31/2024

USCA19Q0029 - Page 8 of 24

4003 Task III B - Personnel Processing Support - Option

Period 4 In accordance with C-1 Statement of

Work

12 Month

Period of Performance:08/01/2023 - 07/31/2024

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

4004 Task III C - Security Background Investigations -

Option Period 4 In accordance with C-1 Statement of Work

12 Month

Period of Performance:08/01/2023 - 07/31/2024

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

4005 Task III D - Employee Development Support -

Option Period 4 In accordance with C-1 Statement of Work

12 Month

Period of Performance:08/01/2023 - 07/31/2024

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

4006 Task III E - Administrative Support - Option Period

4 In accordance with C-1 Statement of Work

12 Month

Period of Performance:08/01/2023 - 07/31/2024

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

5001 Task III A.1 - Personnel Retirement Benefits In accordance with C-1 Statement of Work Clause

2-90C Option to Extend Services (evaluation purposes only)

6 Month

Period of Performance:08/01/2024 - 01/31/2025

USCA19Q0029 - Page 9 of 24

5002 Task III A.2 - Judges Retirement Benefits In accordance with C-1 Statement of Work Clause

2-90C Option to Extend Services (evaluation purposes only)

6 Month

Period of Performance:08/01/2024 - 01/31/2025

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

5003 Task III B - Personnel Processing Support In accordance with C-1 Statement of Work Clause

2-90C Option to Extend Services (evaluation purposes only)

6 Month

Period of Performance:08/01/2024 - 01/31/2025

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

5004 Task III C.1 - Security Background Investigations

In accordance with C-1 Statement of Work Clause

2-90C Option to Extend Services (evaluation purposes only)

6 Month

Period of Performance:08/01/2024 - 01/31/2025

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

5005 Task III D - Employee Development Support In accordance with C-1 Statement of Work Clause

2-90C Option to Extend Services (evaluation purposes only)

6 Month

Period of Performance:08/01/2024 - 01/31/2025

CLIN NO. Supplies or Services Quantity Unit of Issue Unit Price Extended Amount

5006 Task III E - Administrative Support In accordance with C-1 Statement of Work Clause 2-90C Option

6 Month

USCA19Q0029 - Page 10 of 24 to Extend Services (evaluation purposes only)

Period of Performance:08/01/2024 - 01/31/2025

Section C - Descriptions/Specifications/Statement of Work

C-1 Statement of Work

I. BACKGROUND

The Human Resources Office (HRO) is within the Administrative Office of the United States Courts (AOUSC) which is an agency within the Federal Judiciary. This Office is responsible for overseeing a wide-range of hu-man resources activities that impact the United States (U.S.) courts. HRO organization units perform such di-verse functions as:

• Serving as the official personnel office for the U.S. Courts.

• Serving as the official personnel office for active judges of the Federal Judiciary. This includes, serving as the personnel office for assisting with pension or survivor payments for retired judicial officers (e.g., retired Director of the AOUSC), judges, and Justices of the U.S. Supreme Court and survivors of those individuals who are entitled to receive survivor benefits.

• Serving as the official payroll office for the Federal Judicial Center (FJC), United States Sentencing Com-mission (USSC), AOUSC and U.S. Courts.

• Providing guidance to the U.S. Courts on fair employment practices. This includes producing a statistical report on Judiciary workforce demographics each year.

• Providing policy guidance to Judicial Conferences Committees and judicial subcommittees regarding pro-grams or laws that impact U.S. Courts human resources, benefit and payroll functions.

• Supporting automation functions associated with managing the Human Resources Management Information System (HRMIS), the system that serves as the official human resources/benefits/payroll application for the customers of HRO.

• Administer the U.S. courts national Training Spending Plan and providing recommendations to support the Judiciary On-Line University (JOU) that provides training to the U.S. Courts.

• Administer the Court Background Checks and Investigations program.

• Oversee and administer the financial plans and contracts that support the various HRO activities.

Additionally, the HRO is responsible for providing and overseeing a wide range of human resources activities for the AOUSC. The division develops and administers the AOUSC's human resources management and pay systems in accordance with the Administrative Office Personnel Act of 1990 and other federal statutes. The HRO supports AOUSC employees for the full range of human resources functions; contractors for employment suitability purposes; and job applications for staffing and employment suitability purposes.

II. HR SUPPORT SERVICES

The contractor shall perform the following professional, technical and administrative personnel, and staffing support services:

• Service 1: Retirement Benefits Support

• Service 2: Personnel HR Services Support

USCA19Q0029 - Page 11 of 24

• Service 3: Personnel Security Support

• Service 4: Employee Development Support

• Service 5: Administrative Support

III. Services

III. A. Retirement Benefits Support

III. A.1. Personnel Retirement Benefits

The contractor shall serve as the primary contact for local court unit human resources representative for Judi-ciary employees nearing retirement. The contractor shall perform the following tasks:

• Provide in depth counseling to employees ready to retire.

• Provide benefits counseling to survivors/beneficiaries.

• Process retirement applications. Calculate annuity estimates.

• Process individual retirement records.

• Calculate prior service and deposit/redeposit amounts.

• Research, analyze and evaluate retirement related issues.

• Assist with benefits and retirement counseling initiatives.

• Process benefits and retirement related paperwork, such as retirement applications, annuity estimates, and service credits.

• Serve as the liaison between the judiciary and other entities regarding current employee retirement benefits.

• Counsel those employees that are ready to retire.

• Ability to communicate effectively both orally and in writing with all levels of staff within the court sys-tems on a wide variety of federal retirement related issues.

The contractor shall be familiar with:

• The Title V statute, policies, regulations and guidance regarding the federal retirement programs, including the Thrift Savings Plan.

• The operational aspects of processing benefits and retirement related paperwork, including, but not limited to, retirement applications, annuity estimates, service credit, and death cases.

• The federal benefits programs to include the Federal Employees Health Benefit Program (FEHB), the Fed-eral Employees Group Life Insurance Program (FEGLI), the Federal Employees Dental and Vision Insur-ance Program (FEDVIP), the Flexible Spending Program, and the federal long#term care program.

• PeopleSoft or other HR management information systems.

• Retirement calculation systems/software.

Historically, under this task, the number of retirements processed is approximately 125. Also, 150 retirement re-lated estimates are processed annually.

III. A.2. Judges Retirement Benefits

The contractor shall support various administrative, operational and/or analytical services under the judges’ re-tirement program. The contractor shall perform the following tasks:

• Perform work to ensure requirements are met on a variety of human resources topics such as benefits, staff-

USCA19Q0029 - Page 12 of 24 ing, classification, employee/ management relations, performance management, and employee recognition.

• Research and gathering information, write memoranda, reports, or other materials supporting judge’s retire-ment programs.

• Review completed materials for adherence to all laws, statutes, and regulations in addition to AOUSC and Judiciary policies and procedures.

• Assist with processing judges' and spouses' death cases and in preparing correspondence to survivors.

• Assist in finalizing written correspondence to judges concerning their retirement.

• Prepare written materials for the Judges Benefits and Retirement Programs.

• Prepare and mail reminder letters to new judges on their limited opportunity to enroll in the Judicial Surviv-ors' Annuities System.

• Answer phones, correspondence, filing, and preparation of handouts/meeting materials.

• Ensure all functions associated with supporting human resources programs (includes life insurance, health insurance and determining creditable service) and initiatives are completed accurately, correctly, and in a timely fashion.

• Meet personnel and payroll cycles or other initiative/program office due dates.

The contractor shall have knowledge of:

• Financial, administrative, and/or project responsibility. Individual must possess excellent verbal and writ-ten skills.

• Performing specialist-level work related to a variety of human resources functions such as benefits, staffing, classification, employee/ management relations, or performance management. Experience should demon-strate organization skills, attention to detail, and the ability to follow policies and procedures to produce work products.

• Working with office automation applications (e.g., Word, Excel, Access), or HR/payroll systems, and with filing documents.

• Showing attention to details and demonstrate good organizational skills.

Historically, under this task, the number of judge retirements processed on an annually basis is 2500.

III.B. Personnel HR Services Support

The contractor shall support various personnel administrative, operational and/or analytical support services.

The contractor shall perform the following tasks:

• Review and processing personnel actions such as appointments, promotions, separations, leave without pay, return to duty, step increases, and cash awards.

• Assist and respond to inquiries from court HR offices concerning personnel or payroll issues.

• Ensure all functions associated with processing human resources transactions (includes verifying retirement coverage, life insurance, health insurance, thrift savings plan and verifying creditable service) are com-pleted accurately, correctly, and in a timely fashion to meet personnel and payroll cycles.

• Process human resources transactions each annually including regular cycles throughout the federal court system including personnel, payroll, and law clerk season cycles.

The contractor shall be familiar with:

• Processing actions (includes benefits, and/or payroll) into an enterprise-wide automated application. This

USCA19Q0029 - Page 13 of 24 type of work includes using skills in mathematics and logical thinking and the ability to interpret written legal materials, such as regulations and plan documents.

• Processing federal personnel actions, demonstrating an understanding of federal civilian human resources terminology, and experience processing new hires, transfers, benefits, and other personnel actions that gen-erate a Standard Form 50, Notification of Personnel Action.

• Practical knowledge of and performing duties in one or more personnel management functions such as:

staffing, employee relations, classification, benefit processing.

Historically, under this task, there has been approximately 4,200 human resources transactions processed each annually including regular cycles throughout the federal court system including personnel, payroll, and law clerk season cycles.

III.C. Security Background and Investigations

The contractor shall develop, document, and implement procedures for major aspects of the personnel security program, such as position designation and sensitivity levels, issues and adjudication guidance, initial investiga-tion or reinvestigation requirements. The contractor shall perform the following tasks:

• Process fingerprints, complete investigation forms, records, and adjudication process.

• Review investigation forms and results and prepare recommendations for adjudication and/or recommend course of action for negative suitability results.

• Process background investigations and background checks (fingerprints) annually.

• Develop, administration, operations, and/or analytical duties to determine employment suitability of em-ployees, contractors, and applicants.

• Ensure all functions are completed accurately, correctly, in a timely fashion, and perform duties related to personnel security.

• Develop and maintain plans, outlining steps and timetables for developing projects, programs, and deliver-ables; performs and providing advice for complex tasks and projects.

• Create and/or review work products for completeness, quality, and adherence to agency requirements.

The contractor shall:

• Have the knowledge of personnel security, human resources, financial, administrative and/or project re-sponsibilities.

• The personnel security specialist must possess written and verbal communications skills to function profes-sionally in a high-level executive environment.

• Have the knowledge of administering a federal personnel security program to include complying with fed-eral law, regulations, procedures, practices, or policies related to personnel security, suitability, and back-ground investigations; working with investigation forms, investigative organizations, and individuals being investigated; reviewing and adjudicating investigation results and making recommendations regarding the suitability of individuals for federal employment; working with managers, employees, and human resources specialists to resolve a wide variety of suitability issues.

• Processing pre-employment security background checks and/or investigation paperwork.

• Have the ability of communicating effectively, both orally and in writing.

• Demonstrate attention to details, and good organizational skills are required.

USCA19Q0029 - Page 14 of 24

Historically, under this task, there has been approximately 625 background investigations and 3,350 background checks (fingerprints) accomplished annually. Personnel security comprises of approximately 1875 background investigations and 10,050 background checks (fingerprints) annually.

III.D. Employee Development Support

The contractor shall perform the following tasks:

• Assist in student enrollment.

• Answer help desk inquiries.

• Provide weekly reports of work completed, categorization of work, and potential issues.

• Integrate input from various sources to create a cohesive product.

• Apply evaluation and assessment methods to assure learning has taken place.

• Organize and manage logistics for agency-sponsored employee development events.

• Provide direct support of training programs, help desk requests, and student enrollments annually.

The contractor shall:

• Have the knowledge of financial, administrative, and/or operational training project responsibility.

• Have the experience of demonstrating excellent written and verbal communication skills.

• Specialize in organizing and administering employee training and development programs which includes the organization, logistical support, and administration of the full employee training process from design through program evaluation.

Historically, under this task, provided direct support of the delivery of 60 training programs, 480 help desk re-quests, and 600 student enrollments annually.

III.E. Adminstrative Support

The contractor shall serve as the administrative support for the Human Resources Office. The contractor shall perform the following tasks:

• Perform administrative, Operational, and / or analytical duties

• Answer phones, correspondence, filing, and preparation of meeting materials

• Perform general administrative functions to meet personnel and payroll cycles or other initiatives

The contractor shall:

• Have the knowledge of office automation applications including Microsoft Word, Microsoft Excel, Mi-crosoft Access, and WordPerfect

• Have strong organizationl skills and attention to detail.

C-2 Project Management

The contractor shall provide a single project manager responsible for all tasks and contract management. This Project Manager will be the primary contact for all interaction with the judiciary team. They shall oversee all contractor support staff, manage staff and task assignments, address staff questions and issues, ensure quality and timely completion of actions, and delivery the monthly status report.

C-3 Security Requirements

The security clearance required for these services in accordance with clause 7-20 Security Requirements (Aug

USCA19Q0029 - Page 15 of 24

2018 Deviation) is Tier II based on the OPM suitability standards.

Section D - Packaging and Marking No Clauses

Section E - Inspection and Acceptance No Clauses

Section F - Deliveries or Performance

F-1 Place and Time of Performance

Performance will be provided on-site at the Thurgood Marshall Federal Judiciary Building at One Columbus Circle, NE, Washington, DC 20544. Services will be performed at a minimum on all federal working days when the building is accessible (i.e. not closed due to weather, federal holidays or other closure, or other reas-ons). Working hours shall be for eight (8) hours per working day. AOUSC core working hours are from 10:30am to 3:00pm.

F-2 Deliverables

The contractor shall deliver a Monthly Status Report on the 3rd of each month. If the 3rd falls on a weekend, then the report shall be delivered on the Friday prior to the weekend. The Monthly Status Report shall include a separate section for each CLIN on the order. Each section shall include the following:

• A breakdown of work activities completed during the reporting period

• Where possible, the number of specific actions completed during the reporting period (i.e. number of retire-ment files processed, number of new positions posted, number of applications reviewed, etc.)

• Estimated number of contractor staff required to provide support

• List of outstanding actions not completed from the previous month

• Any issues or areas of concern to be addressed

Section G - Contract Administration Data

Clause(s) Incorporated By Reference, see Clause B-5 Clause Title Date

7-5 Contracting Officer's Representative APR 2013

7-1 Contract Administration JAN 2003

6-20 Insurance-Work On or Within a Judiciary Facility APR 2011

7-10 Contractor Representative JAN 2003

(a) The contractor's representative to be contacted for all contract administration matters is as follows (contractor complete the information):

Name: ___________________________________________________________________________ Address: ___________________________________________________________________________ Telephone: ___________________________________________________________________________ Email: ___________________________________________________________________________ Fax: ___________________________________________________________________________

(b) The contractor's representative shall act as the central point of contact with the judiciary, shall be respons-

USCA19Q0029 - Page 16 of 24 ible for all contract administration issues relative to this contract, and shall have full authority to act for and leg-ally bind the contractor on all such issues.

(END)

Section H - Special Contract Requirements

Clause(s) Incorporated By Reference, see Clause B-5 Clause Title Date

7-55 Contractor Use of Judiciary Networks JUN 2014

1-1 Employment by the Government JAN 2003

7-50 Parking APR 2013

Section I - Contract Clauses

Clause(s) Incorporated By Reference, see Clause B-5 Clause Title Date

1-15 Disclosure of Contractor Information to the Public AUG 2004

2-80 Judiciary Property JAN 2003

7-35 Disclosure or Use of Information APR 2013

7-205 Payment for Judiciary Holidays APR 2013

7-210 Payment for Emergency Closures APR 2013

7-15 Observance of Regulations/Standards of Conduct JAN 2003

7-30 Public Use of the Name of the Federal Judiciary JUN 2014

7-130 Interest (Prompt Payment) JAN 2003

7-235 Disputes JAN 2003

7-40 Judiciary-Contractor Relationships JAN 2003

1-5 Conflict of Interest AUG 2004

2-50 Continuity of Services JAN 2003

7-70 Judiciary Property Furnished "As Is" APR 2013

7-25 Indemnification AUG 2004

7-65 Protection of Judiciary Buildings, Equipment, and Vegetation APR 2013

7-115 Availability of Funds JAN 2003

B-5 Clauses Incorporated by Reference OCT 2010

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

http://www.uscourts.gov/procurement.aspx.

(END)

USCA19Q0029 - Page 17 of 24

2-90C Option to Extend Services APR 2013

The judiciary may require continued performance of any services within the limits and at the rates specified in the contract. These rates may be adjusted only as a result of revisions to prevailing labor rates provided by the Secretary of Labor. The option provision may be exercised more than once, but the total extension of perform-ance hereunder shall not exceed 6 months. The contracting officer may exercise the option by written notice to the contractor no later than 30 calendar days prior to the contract's current expiration date.

(END)

2-90D Option to Extend the Term of the Contract APR 2013

(a) The judiciary may extend the term of this contract by written notice to the contractor no later than fifteen

(15) calendar days prior to the contract's current expiration date; provided that the judiciary gives the contractor a preliminary written notice of its intent to extend at least thirty (30) calendar days [60 days unless a different number of days is inserted] before the contract expires. The preliminary notice does not commit the judiciary to an extension.

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

(c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed sixty-six (66) months.

(END)

7-20 Security Requirements (Deviation June 2019)

(a) Definitions. As used in this clause:

"Access" means physical entry into, and to the extent authorized, mobility within, a judiciary facility.

"Contractor employee" means an employee of the prime contractor or of any subcontractor, affiliate, partner, joint venture, or team members with which the contractor is associated. It also includes consultants engaged by any of those entities.

"Facility" and "judiciary facility" mean buildings, including areas within buildings, owned, leased, shared, oc-cupied, or otherwise controlled by the judiciary.

"Judiciary IT resources" include, but are not limited to, computer equipment, networking equipment, telecom-munications equipment, cabling, network drives, computer drives, network software, computer software, soft-ware programs, intranet sites, and internet sites.

"Tier 1" means an investigation is required for positions designated as low risk and are considered non-sensitive. Tier 1 investigations are conducted to determine suitability and require a Standard Form 85 – Ques-tionnaire for Non-Sensitive Positions be used to conduct these investigations.

"Tier 2" means an investigation is required for positions designated as moderate risk and are considered non-sensitive.

“Tier 3” investigation is required for positions designated as confidential or secret, and are considered non-critical sensitive. The Standard Form 86 - Questionnaire for National Security Positions is used to conduct these investigations.

“Tier 4” investigation is required for positions solely designated as high risk public trust and are considered non-sensitive. Tier 4 reinvestigation (T4R) is the reinvestigation product required for the same positions. The Standard Form 85P - Questionnaire for Public Trust Positions is used to conduct these investigations.

“Tier 5” investigation is required for positions designated as critical sensitive, special sensitive, and/or requiring eligibility for “Q” access or access to Top Secret or Sensitive Compartmented Information. Tier 5 reinvestiga-tion (T5R) is the reinvestigation product required for the same positions. The Standard Form 86 - Questionnaire for National Security Positions is used to conduct these investigations.

USCA19Q0029 - Page 18 of 24

(b) Requirements.

Contractor employees working on this contract shall have had a favorably adjudicated background investigation which: 1) closed within the preceding two years and either meets or exceeds the sensitivity level associated with “Tier 2”; 2) affirms by sworn statement to have had no terminations within the preceding 24 months; 3) is cur-rent with all federal taxes, student loans and other federal debts; and 4) has no criminal convictions, including pleas of guilty or no contest within the last 7 years, excluding traffic citations under $300 unless it involved al-cohol or drug and offenses occurring while under 18 years old and/or offenses where the court has expunged the record.

The contractor shall also submit a signed statement with the contract quote or proposal attesting to the following bulleted list. The signed statement will affirm that in addition to the adjudicated background investigation, the contractor’s employees have maintained a favorable investigation status from the time of adjudication until the present date (quote/proposal due date) by not being:

• Convicted, imprisoned, placed on probation or paroled;

• Convicted by a military court-martial;

• Under charges for any violation of the law;

• Debarred from Federal employment by the Office of Personnel Management or any other Federal Agency.

• Delinquent on any federal debt, including delinquencies arising from federal taxes, loans, overpayment of benefits and other debts to the U.S. Government.

Contractor employees visiting court sites to provide support covered under this contract may be subjected to ad-ditional FBI screening and U.S. Marshal inspection.

All contractor employees that are assigned to this contract must maintain a favorable status throughout their as-signment on this contract, including any options and task/delivery orders.

Reinvestigations must commence 60 days prior of the expiration date of the current investigation. The AO will sponsor contractor employees that are working on this contract when their current investigation is within 60 days of expiration. The contractor must manage and report the expiration dates of their employees’ current in-vestigations in writing to the Contracting Officer (CO) and the COR within 60 days of the investigation’s expir-ation. If a reinvestigation is unfavorable, the contractor shall remove the employee that has an unfavorable status.

The AO’s authorized adjudicator conclusively determines whether contactor personnel undergoing reinvestiga-tions are suitable to perform work for the AO, and such determinations are final and not subject to further re-view.

(c) Control of access.

The judiciary shall have and exercise full and complete control over granting, denying, withholding, and termin-ating access of contractor employees to judiciary facilities and IT resources. The COR will notify the contractor immediately when the judiciary has determined that an employee is unsuitable or unfit to be permitted access to a judiciary facility following the completion of any of the security checks/investigations listed in (b) above or as a result of new information obtained at any time during the contractor's performance. The contractor shall im-mediately notify such employee that he/she no longer has access to any judiciary facility and/or judiciary IT re-sources, remove the employee from any such facility that he/she may be in, and provide a suitable replacement who must comply with the requirements of this and other applicable clauses. In addition, the CO may require the contractor to prohibit individuals from access to judiciary facilities or IT resources if the judiciary deems their initial or continued access contrary to the public interest for any reason, including, but not limited to, care-lessness, insubordination, incompetence, or security concerns.

USCA19Q0029 - Page 19 of 24

(d) Facility Access Cards (FAC).

The contractor shall be responsible for all Facility Access Cards or other judiciary identification cards issued to the contractor's employees and shall immediately notify the COR if any Facility Access Card(s) cannot be ac-counted for. The contractor shall notify the COR immediately whenever any contractor employee no longer has a need for his/her judiciary-issued FAC (e.g., employee terminates employment with the contractor, employee's duties no longer require access to judiciary facilities). The COR will instruct the contractor as to how to return the FAC. Upon expiration of this contract, the COR will instruct the contractor as to how to return all judiciary-is-sued FACs not previously returned. The contractor shall not return FACs to any person other than the individu-al(s) named by the COR.

(e) Subcontracts Security Requirements

The contractor shall include the substance of this clause in all subcontracts at any tier where the subcontractor may be required to have routine physical access to a judiciary facility or routine access to a judiciary IT re-source.

Section J - List of Attachments

Section K - Representations, Certifications and Other Statements of Offerors or Respondents No Provisions

Section L - Instructions, Conditions and Notices to Offerors or Respondents

Provision(s) Incorporated By Reference, see Provision B-1 Clause Title Date

7-60 Judiciary Furnished Property or Services JAN 2003

B-1 Solicitation Provisions Incorporated by Reference OCT 2010

This solicitation incorporates one or more solicitation provisions by reference, with the same force and effect as if they were given in full text. Upon request, the contracting officer will make their full text available. The of-feror is cautioned that the listed provisions may include blocks that must be completed by the offeror and sub-mitted with its quotation or offer. In lieu of submitting the full text of those provisions, the offeror may identify the provision by paragraph identifier and provide the appropriate information with its quotation or offer. Also, the full text of a solicitation provision may be accessed electronically at this address:

http://www.uscourts.gov/procurement.aspx.

(END)

4-1 Type of Contract JAN 2003

The judiciary plans to award a Firm-Fixed Price type of contract under this solicitation, and all offers shall be submitted on this basis. Alternate offers based on other contract types will not be considered.

(END)

L-1 General Information

It is the intent of the Government to award a single contract from this solicitation without discussions utilizing GSA Schedule 738X SINS 595 5 and 595 21. Award will be made on a Best Value basis. This section provides all quote submission requirements necessary to be considered for award of the resultant contract. Quoters should refer to Section M – Evaluation Factors for Award for the process by which the Government will evalu-ate quotes and make its award decision because of this solicitation.

USCA19Q0029 - Page 20 of 24

Quote shall be clear, concise and include sufficient detail to enable the Government to fully evaluate the quote.

Information should be formatted as instructed so that the information may be easily located, extracted, and ana-lyzed by the Government. To the extent practicable, quotes should be organized in the order in which the re-quirements are presented in the Statement of Work.

Quotes shall be submitted with the minimum content as specified herein. Quotes without the minimum content required may be determined non-compliant and removed from further consideration. Quotes must be received no later than the date and time indicated on the provided Standard Form 1449, block 8.

The point of contact for this RFQ is Mr. Skip Pirozzi, who can be contacted at email:

skip_pirozzi@ao.uscourts.gov . All questions regarding this solicitation and its attachments shall be submitted in writing via email. The due date and time for questions and comments regarding this solicitation is 5:00pm, ET, June 13, 2019. Questions will not be accepted after specified date and time.

Telephone inquiries will not be accepted.

When submitting questions and comments please refer to the specific text of the solicitation in the following format:

Subject: RFP NO. USCA19Q0029 Reference: RFQ Section ____, Paragraph (s) ____, Page(s) ____.

All responses to questions will be provided to all interested parties on or about 5:00 pm ET, June 20, 2019.

L-2 Quote Instructions

Quote pages shall be 8.5” x 11” typed and numbered sequentially using a font no smaller than 12 point Times New Roman or Arial type. Information submitted more than the page limitations identified for each quote sec-tion will not be considered or evaluated. Drawings or other graphics shall be reduced only to the extent legibil-ity is not lost. A page printed on both sides will be counted as two (2) pages. Do not submit any materials not required by this solicitation (such as company brochures and marketing material).

The Quoter shall confine submissions to essential matters, sufficient to define the quote in a concise manner, to permit a complete and accurate evaluation of the quote. Quoters are cautioned that a restatement of the technical requirements in the Solicitation does not demonstrate an understanding of the requirement or capability to per-form. Quoters are responsible for including sufficient details to permit a complete and accurate evaluation of each quote.

L-3 Quote Preparation

The quote must be compliant with the requirements as stated in the solicitation herein. Nonconformance with the solicitation requirements may result in an unfavorable quote evaluation and elimination from consideration for award. A complete quote is comprised of three sections.

• Section I, Management

• Section II, Past Performance

• Section III, Price

• Section IV, Required Documentation

Section I, Management. A Quoter’s response to Section I of this solicitation is limited to twenty (20) pages ex-cluding Table of Contents, title sheets and indices. The Quoter shall organize the technical response as follows:

Table of Content, Executive Summary, Management Plan, and Transition Plan.

Within the page limit outlined, the quote shall provide sufficient detail to indicate their ability to deliver per-formance of the requirements within the SOW without great risk. No price information is to be included in the technical section of the quote to ensure the quote is evaluated strictly on the merit of the material submitted.

The Management Plan shall describe your approach and methodology to plan and execute stated requirements in the Statement of Work. Your Management Plan must be clear and concise and demonstrate a complete and

USCA19Q0029 - Page 21 of 24 adequate understanding of all the contract performance requirements. Your plan shall address the following ele-ments, at a minimum:

a. Staffing Plan. Discuss number of personnel and personnel job classifications to be provided for onsite work performance for this contract; Quoters shall provide a detailed and reasonable plan showing how they propose to properly staff all required positions, including the Project Manager. This plan should show a sample allocation of resources. Quoters must also provide an explanation of their hiring procedures along with a description of their processes to address staff retention.

b. Staff Qualifications. Discuss the qualifications of the proposed staff, including the Project Manager. Each task in the Statement of Work must be addressed, and where position names are used, the task section in the SOW must be included for clarity. Quoters shall furnish, as a minimum, the following information for each position type:

• Relevant work experience (tasks)

• Work history experience

• Duration of employment with contractor's organization

The Transition Plan shall describe your approach and methodology to train staff as required to perform special-ized functions, transition knowledge and activities from the incumbent contractor, measure knowledge / task transfer, and define completion of transition. The Transition Plan shall be structured to accommodate transition of all tasks in thirty (30) calendar days.

Section II, Past Performance. Section II shall not exceed fifteen (15) pages (5 pages for each previous con-tract). Quoter shall provide a completed copy of the attached Past Performance Questionnaire from a current or recent customer on a recent, relevant contract (performed or awarded in the past three years) or are currently be-ing performed as a prime contractor, which are relevant to the services required by this Solicitation.

Quoters shall submit no more than three (3) relevant past contracts for this factor. Quoters are cautioned to take care in selecting relevant contracts for review that are both relevant and accurately reflect the Quoter’s past per-formance capabilities. Please note that if the Quoter chooses to provide more than three (3) contracts, the Gov-ernment will evaluate only the first three (3) relevant contracts submitted under this evaluation factor. Any addi-tional contracts submitted will NOT be evaluated.

Past performance instructions and questionnaires are included in the attachments of the solicitation. Once com-pleted by the customer agency, Past Performance Questionnaires shall be e-mailed directly to skip_pirozzi@ao.uscourts.gov no later than the quote due date and time.

The Government reserves the right to evaluate past performance using any additional information obtained through research or made available via government or public record.

If a Quoter has no relevant past performance history, the Quoter shall affirmatively state that it possesses no rel-evant, directly related, or similar past performance. Refer to Section M – Evaluation Factors for Award on eval-uation of Quoter’s with no relevant past performance.

Section III. Price Quote. Quoters shall complete Section B including fixed price amounts for the base and all option periods, plus a potential six (6) month extension. Fixed price amounts shall be submitted on a monthly basis, and calculated at 12 months per year. Quoters shall also include a basis for establishing the monthly price, by task, deliverable, or estimated hours and labor rates for completion of the duties required in the State-ment of Work. Historically, the annual labor hour total has been 1840 hrs per labor category. This price basis will be used to establish price reasonableness, and for evaluation purposes only.

The Price Quote shall also include a…