# Section B: SCHEDULE OF SUPPLIES SERVICES AND PRICES

The USPTO intends to acquire the following Contract Line Items in
accordance with the statement of work included herein. ***[Offerors may
propose alternate line items as long as the line items, in total,
address all of the requirements of the statement of
work.]{.underline}*** Payment for the services requested in the
statement of work will be made using the line items below, or alternate
proposed line items that become incorporated into the resultant contract
or order.

If an offeror proposes alternate line items to describe the services
requested in the statement of work, the offeror must depict such
alternate line items in the same format as shown here (i.e., line item
description, unit, quantity, unit price, extended amount).

All line items must be firm fixed price. The quantities provided are
estimates.

An ***[indefinite delivery indefinite quantity type]{.underline}***
order/contract is contemplated.

**[Central Contractor Registration Requirement (CCR): Company must be
registered on CCR in order for an award to be made to it. Companies may
register at]{.underline} [www.ccr.gov](http://www.ccr.gov/)[.
]{.underline}**

**[Offeror information must be entered in the USPTO Vendor Database in
order for an award to be made. If offeror information is not already
entered, the offeror must complete and return the attached USPTO Vendor
Data Entry Form.]{.underline}**

**[Offeror Representations and Certifications:]{.underline} Offerrors
must submit a completed copy of the provision at 52.212-3, Offerors
Representations and Certifications -- Commercial Items**

**This requirement is set aside for competition among small
businesses.**

### See Next Page For Schedule of Supplies and Services 

![](media/image1.wmf)

  ------------ ------------------- --------------- ----------- ------------ ---------- ----------------
  **OPTION II:                                                                         
  3rd 12                                                                               
  Months**                                                                             

  ***CLIN***   ***Description***   ***Government   ***Max      ***Unit***   ***UNIT    ***Extended
                                   Minimum         Estimated                PRICE***   Amount (Max Est
                                   Obligation      QTY***                              Qty X Unit
                                   QTY***                                              Price)***

  2001         CLIN Not Used       Not Applicable  NA          NA           NA         NA

  2002         Initial User        1               1000        Each                     
               Provisioning                                                            

  2003         Move, Change,       1               100         Each                     
               Disconnect Lines                                                        

  2004         Help Desk Support   1               12          Month                    
               (\$\_\_\_\_ per                                                         
               User X 2**600**                                                         
               Users per Mo) See                                                       
               Note #1                                                                 

  2005         Invoice             1               12          Month                    
               Consolidation &                                                         
               Payment Services                                                        
               (\$\_\_\_\_ per                                                         
               User X 2**600**                                                         
               Users per Mo) See                                                       
               Note #1                                                                 

  2006         Broadband Service   1               12          Month        See Note 2 See Note 2 Below
               (up to 2600 Users                                            Below      
               per Mo) See Note #2                                                     

               ***Estimated Total                                                       
               Amount OPTION II***                                                     

  **OPTION                                                                             
  III: 4th 12                                                                          
  Months**                                                                             

  ***CLIN***   ***Description***   ***Government   ***Max      ***Unit***   ***UNIT    ***Extended
                                   Minimum         Estimated                PRICE***   Amount (Max Est
                                   Obligation      QTY***                              Qty X Unit
                                   QTY***                                              Price)***

  3001         CLIN Not Used       Not Applicable  NA          NA           NA         NA

  3002         Initial User        1               1000        Each                     
               Provisioning                                                            

  3003         Move, Change,       1               100         Each                     
               Disconnect Lines                                                        

  3004         Help Desk Support   1               12          Month                    
               (\$\_\_\_\_ per                                                         
               User X 3**600**                                                         
               Users per Mo) See                                                       
               Note #1                                                                 

  3005         Invoice             1               12          Month                    
               Consolidation &                                                         
               Payment Services                                                        
               (\$\_\_\_\_ per                                                         
               User X 3**600**                                                         
               Users per Mo) See                                                       
               Note #1                                                                 

  3006         Broadband Service   1               12          Month        See Note 2 See Note 2 Below
               (up to 3600 Users                                            Below      
               per Mo) See Note #2                                                     

               ***Estimated Total                                                       
               Amount OPTION                                                           
               III***                                                                  
  ------------ ------------------- --------------- ----------- ------------ ---------- ----------------

![](media/image2.wmf)

*[Important Notes Regarding Section B Schedule of Supplies, Services and
Prices:]{.underline}*

Note 1:For **[CLINs 0004 and 0005]{.underline}** (along with
corresponding Option period CLINs) offerors shall propose a unit price
per user. This unit price shall be inserted into the "Description"
section for that CLIN. The unit price per user proposed will be the
offeror's firm fixed price per user for the service required by the
respective CLIN. For example, the number "300" provided above, for Base
Year CLINs 0004 and 0005, are estimated Not To Exceed (NTE) quantities.
As an illustration, to complete the preceding table (Schedule for CLINs
0004 and 0005), offerors shall multiply their proposed unit price by 300
and insert the result into the unit price column for the respective
CLIN. This is the unit price that will be used for evaluation. The
offeror shall insert the extended amount for 12 months in the Extended
Amount column. This extended amount will also be evaluated. This
extended amount will appear in a resultant contract. When Task Orders
are issued under this contract, CLINs 0004,and 0005 (and corresponding
option CLINs) will be issued reflecting any quantity of users, but not
exceeding the numbers identified below. For example, if a Task Order is
issued ordering 12 months of CLIN 0004 "Help Desk Support" reflecting
200 users, and if the proposed per user price was \$10.00 per user, the
ordered CLIN would appear as follows:

> *UNIT Extended*
>
> *[CLIN]{.underline} [Description]{.underline} [QTY]{.underline}
> [UNIT]{.underline} [PRICE]{.underline} [Amount]{.underline}*

##### 0004 Help Desk Support 12 Mo \$2000 NTE \$24,000

> *(\$10 per user x NTE 200 users)*

*If the Task Order is issued reflecting a NTE amount of 150 Users, the
monthly unit price would be \$1500. The contractor shall invoice based
upon the actual number of users, as long as the actual number does not
exceed the Not To Exceed quantity for which the order was issued.*

*Offerors must use the following NTE user numbers when determining the
unit price to insert in the unit price column in the Schedule of
Supplies Services and Prices.*

*Base Year CLINs:*

*[NTE User Number]{.underline}*

*0004 600*

*0005 600*

*Option I CLINs:*

*[NTE User Number]{.underline}*

*1004 1600*

*1005 1600*

*Option II CLINs:*

*[NTE User Number]{.underline}*

*2004 2600*

*2005 2600*

*Option III CLINs:*

*[NTE User Numbe]{.underline}r*

*3004 3600*

*3005 3600*

*Option IV CLINs:*

*[NTE User Number]{.underline}*

*4004 4600*

*4005 4600*

*Further, with reference to CLINs 0004, 0005, and corresponding option
year CLINs, offerors are encouraged to propose step ladder quantity
price discounts. For example, the offeror may propose one user per month
price for orders reflecting 100 or less users, and a discounted price if
the order is for \> 100 users and \< 200, users, or whatever step ladder
quantities the offeror proposes.*

*Note 2: For CLIN 0006, Broadband services, it is the government's
intent that this unit price will be exactly the unit price actually
charged by the ISP provider without any burden (e.g., G&A, material
handling fee) applied. Therefore, offerors are not required to fill in
proposed amounts for CLIN 0006. However, if an offeror is proposing to
apply a handling charge, the offeror must make that clear in the
offeror. Such proposed amount will be considered in the price
evaluation.*

*Note 3: Offerors are not prohibited from proposing a CLIN as Not
Separately Priced (NSP).*

#### Section C: Statement of Work 

**Managed Broadband Internet Services**

1.  **Introduction and Overview**

This Statement of Work is for Managed Broadband Internet Services. This
is an indefinite delivery indefinite quantity type contract to provide
Managed Broadband Services to United States Patent and Trademark Office
(USPTO) employees who Telework from their homes. The purpose of this
contract is to provide commercial/business level Internet access for
USPTO Teleworkers via cable modem, Digital Subscriber Lines (DSL), or
fiber optics and the ordering, provisioning, installation, support,
movement, disconnection of these lines, invoice consolidation and bill
payment.

1.  **Background**

The USPTO Teleworker projects evolved from an initiative by former Vice
President Al Gore, which establishes a policy under which eligible
employees of government agencies may participate in telecommuting to the
maximum extent possible without diminished employee performance. This
policy was implemented through Section 359 of Public Law No. 106-346,
October 23, 2000. The purpose of the legislation is to enhance the
quality of life of employees by reducing the amount of time spent
commuting to work. The program results in reduced road congestion and
more free time that employees can spend with their families. Since
employees only report to the office once per week, it also reduces the
need for USPTO office space.

This requirement is for a base period of 12 months with four 12-month
option periods.

2.  **Scope of Work**

The contractor shall provide management and support for teleworker's
existing broadband lines and shall enter arrangements with third party
carriers to order new installations of commercial/ business grade cable
modem, DSL, or fiber optics from the homes of employees participating in
the USPTO's various telework programs (i.e., teleworkers) to the
Internet. The locations of the existing government users' homes will be
given to the selected contractor upon contract award. (Note: The
Government will provide this information within 5 business days of
contract award). **[The minimum acceptable bandwidth of broadband
connections is 1.5 Mbps downstream and 384 Kbps upstream.]{.underline}**

3.  **Objectives**

This contractor shall achieve the following specific objectives:

-   The transfer of existing teleworker broadband lines to the
    contractor's management control and support. While the contractor
    will maintain and support these lines, the accounts will remain in
    the name of the USPTO

-   Provide for the ordering, provisioning, and installation of new
    broadband lines at the USPTO's request.

-   Provide Help Desk support for USPTO's Teleworkers broadband lines.

-   Provide invoice consolidation and bill payment services.

    1.  **Requirements**

The contractor shall provide teleworkers with Internet access using
cable modem, DSL, or fiber optics at the identified locations. Where
there is a choice of service at an address, the contractor will select
cable modem over DSL, and fiber optics over cable modem. The contractor
shall provide for the ordering, provisioning and installation of
commercial grade/business class broadband Internet service in the
teleworker\'s homes (through the contractor's arrangements with third
party broadband carriers). In addition, the contractor will transfer
existing USPTO teleworker accounts to the contractor's management
control and be responsible for the performance and support of these
lines. The contractor will also provide Help Desk support as an adjunct
to the USPTO Help Desk in troubleshooting connection issues and resolve
problems with the broadband carrier. The USPTO will maintain
service/pricing agreements with current broadband carriers. The USPTO
will provide information regarding current broadband carriers upon
contract award. (Note: The government will provide this information
within 5 business days of contract award).

1.  **Provisioning Services**

The contractor will provide Provisioning Services under this contract
that includes:

-   USPTO access to the contractor's web portal for the purpose of
    placing "order calls" (e.g., requests for new accounts, moves, etc.)
    is desirable. USPTO access to the contractor's web portal for the
    purpose of tracking the status of all activities (i.e., status of
    new orders, installations, trouble tickets, resolution of ticket,
    etc.) pertaining to the broadband lines is required. NOTE:
    Notwithstanding any "order calls" placed by the government
    personnel, the contractor ***[shall not]{.underline}*** perform in
    excess of the Not To Exceed order quantity which appears on the Task
    Order issued by the Contracting Officer. If the contractor performs
    in excess of the Not To Exceed ordered quantity, the contractor does
    so at its own risk.

-   Pre-qualification and ordering of new circuits with broadband
    carriers.

-   Pricing of new circuits if a new carrier is introduced.

-   Contacting USPTO Teleworkers to schedule installations.

-   Scheduling installations with broadband carriers and monitoring the
    status until completion.

-   Resolution of any problems that occur during or resulting from the
    initial installation.

-   Processing of moves (relocation of Teleworkers to new residences)
    and disconnection of broadband services.

-   Proactive performance monitoring (i.e., identification of latency,
    packet loss, etc.) of user's broadband connection is desired but not
    required.

    1.  **Help Desk Support Services**

The contractor will provide Tier 2 Help Desk Support Service under this
contract to support USPTO\'s Teleworkers broadband Internet lines. The
contractor will perform troubleshooting to resolve connection problems
with user's broadband lines. The contractor will provide this support
between the hours of 5:30 AM and 10:00 PM Eastern Standard Time, Monday
through Saturday to respond to calls from the USPTO Help Desk regarding
performance issues with the broadband lines. If the contractor cannot
resolve the problem, they will escalate it to the appropriate carrier.
The following process will be adhered to for the resolution of
connectivity issues:

-   The USPTO's Help Desk will contact the contractor's Help Desk and
    open a trouble ticket.

-   The contractor's Help Desk will contact the end user at their home
    within 30 minutes of notification from the USPTO.

-   The contractor will troubleshoot with the end user to isolate the
    problem.

-   If the contractor cannot resolve the problem, they will immediately
    contact the appropriate carrier and open a trouble ticket.

-   During the resolution process, the contractor will update the status
    of the ticket on their web portal to keep USPTO apprised of the
    situation.

-   The contractor will continue to coordinate with the carrier until
    the problem is resolved.

-   When the carrier advises the contractor that the problem is
    resolved, the contractor will contact the end user to confirm the
    status.

    1.  **Invoice Consolidation and Bill Payment Services**

The contractor will notify the USPTO's broadband carriers that they are
under contract with the USPTO to provide management services with regard
to the USPTO's broadband lines and that the contractor is acting as the
focal point for bill payment. The contractor will receive invoices from
the carriers, audit them for accuracy, resolve billing discrepancies
with the carriers, consolidate the invoices into one invoice in a format
to be agreed upon by the contractor and USPTO, and then send the
monthly-consolidated invoice to the USPTO for payment. The contractor
will pay the invoices received from the carriers on behalf of the USPTO
and insure that each carrier receives payment by the due date. Where
USPTO has service/pricing agreements with ISP providers, the amount
invoiced shall be based on the current unit price negotiated between the
provider and USPTO. In the event the contractor must enter into its own
agreement with an ISP provider (where no agreement already exists
between the provider and USPTO), before entering into such agreement,
the contractor shall obtain written concurrence from the USPTO
Contracting Officer on the unit prices that would be applicable.

Contracting Officer's Technical Representative (COTR)

COTR details for this contract are as follows:

Marci Etzel

572-272-5415

<marci.etzel@uspto.gov>

#### Ordering

Task Orders will be issued by the USPTO Contracting Officer.

### FAR 52.216-18  Ordering (OCT 1995)

###  

\(a\) Any supplies and services to be furnished under this contract
shall be ordered by issuance of delivery orders or task orders by the
individuals or activities designated in the Schedule. Such orders may be
issued from the effective date of the contract through 12 months
thereafter. The ordering period is extended by 12 months upon the
exercise of each option.

\(b\) All delivery orders or task orders are subject to the terms and
conditions of this contract. In the event of conflict between a delivery
order or task order and this contract, the contract shall control.

\(c\) If mailed, a delivery order or task order is considered "issued"
when the Government deposits the order in the mail. Orders may be issued
orally, by facsimile, or by electronic commerce methods only if
authorized in the Schedule.

### FAR 52.216-19   Order Limitations (Oct 1995) 

\(a\) *Minimum order*. When the Government requires supplies or services
covered by this contract in an amount of less than
\_\_\_\$100-\_\_\_\_\_\_\_\_\_\_ , the Government is not obligated to
purchase, nor is the Contractor obligated to furnish, those supplies or
services under the contract.

\(b\) *Maximum order*. The Contractor is not obligated to honor---

\(1\) Any order for a single item in excess of
\_\_\_\_\_\$50,000\_\_\_\_\_\_\_\_ ;

\(2\) Any order for a combination of items in excess of
\_\_\_\_\_\$300,000\_\_\_\_\_\_\_\_\_ ; or

\(3\) A series of orders from the same ordering office within
\_\_\_\_\_30\_\_\_\_\_\_\_\_ days that together call for quantities
exceeding the limitation in paragraph (b)(1) or (2) of this section.

\(c\) If this is a requirements contract (*i.e., *includes the
Requirements clause at subsection 52.216-21 of the Federal Acquisition
Regulation (FAR)), the Government is not required to order a part of any
one requirement from the Contractor if that requirement exceeds the
maximum-order limitations in paragraph (b) of this section.

\(d\) Notwithstanding paragraphs (b) and (c) of this section, the
Contractor shall honor any order exceeding the maximum order limitations
in paragraph (b), unless that order (or orders) is returned to the
ordering office within \_\_\_3\_\_ days after issuance, with written
notice stating the Contractor's intent not to ship the item (or items)
called for and the reasons. Upon receiving this notice, the Government
may acquire the supplies or services from another source.

### 52.216-22  Indefinite Quantity (OCT 1995)

\(a\) This is an indefinite-quantity contract for the supplies or
services specified, and effective for the period stated, in the
Schedule. The quantities of supplies and services specified in the
Schedule are estimates only and are not purchased by this contract.

\(b\) Delivery or performance shall be made only as authorized by orders
issued in accordance with the Ordering clause. The Contractor shall
furnish to the Government, when and if ordered, the supplies or services
specified in the Schedule up to and including the quantity designated in
the Schedule as the "maximum." The Government shall order at least the
quantity of supplies or services designated in the Schedule as the
"minimum."

\(c\) Except for any limitations on quantities in the Order Limitations
clause or in the Schedule, there is no limit on the number of orders
that may be issued. The Government may issue orders requiring delivery
to multiple destinations or performance at multiple locations.

\(d\) Any order issued during the effective period of this contract and
not completed within that period shall be completed by the Contractor
within the time specified in the order. The contract shall govern the
Contractor's and Government's rights and obligations with respect to
that order to the same extent as if the order were completed during the
contract's effective period; *provided*, that the Contractor shall not
be required to make any deliveries under this contract after \_the
expiration of this contract (12 months from effective date of contract
or 60 months from effective date of contract if all options are
exericsed).

Full text of FAR caluses may be accessed electronically at
http://www.acqnet.gov/far

52.212-1 Instructions to Offerors - Commerical Items

52.212-3 Offeror Representations and Certifications -- Commercial Items

52.212-4 Contract Terms and Conditions -- Commercial Items

52.212-5 (b) Contract Terms and Condictions Required to Implement
Statutes or Executive Orders -- Commercial Items, 52.219-6 Notice of
Total Small Business Set-aside, 52.222-3 Convict labor, 52,222-19 Child
labor -- Cooperation with Authorities and Remedies, 52.222-21
Prohibition of Segrated Facilities, 52.222-26 Equal Opportunity,
52.222-35 Equal Opportunity for Special Disabled Veterans, Veterans of
the Vietnam Era, and other Eligible Veterans, 52.222-36 Affirmative
Action for Workers with Disabilities, 52.222-37 Employment Reports on
Special Disabled Veterans, Veterans of the Vietnam Era, and other
Eligible Veterans, 52.232-33 Payment by Electronic Funds Transfer --
Central Contractor Registration,

**52.217- 5 Evaluation of Options (July 1990)**

Except when it is determined in accordance with FAR 17.206(b) not to be
in the Government's best interests, the Government will evaluate offers
for award purposes by adding the total price for all options to the
total price for the basic requirement. Evaluation of options will not
obligate the Government to exercise the option(s).

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

\(a\) The Government may extend the term of this contract by written
notice to the Contractor within \_\_30 days\_\_\_ ; provided that the
Government gives the Contractor a preliminary written notice of its
intent to extend at least \_\_30\_\_\_ days before the contract expires.
The preliminary notice does not commit the Government to an extension.

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

\(c\) The total duration of this contract, including the exercise of any
options under this clause, shall not exceed \_\_\_60 months\_\_\_.

**OPTION TO INCREASE QUANITIES**

The USPTO has the unilateral right to increase the quantity of CLINs
0002 and 0003 (and corresponding Option CLINs), and the User quantities
in CLINs 0004, 0005, and 0006 (and corresponding Option CLINs) by 25%.
This option to increase quantity may be exercised at any time during the
applicable effective contract performance period.

**EVALUATION**

The USPTO will award a contract/order as a result of this RFQ to the
responsible offeror whose offer, conforming to the RFQ, represents the
best value to the USPTO, price and other factors considered. In making
the best value determination, the USPTO will compare the differences in
the value of technical and past performance features with differences in
evaluated price.

The evaluation factors are listed here:

Factor 1: Past Performance and Experience

Factor 2: Technical Approach

Factor 3: Evaluated Price (for CLINs 0001, 0002, 0003 and corresponding
out-\
year CLINs the evaluated price will be the extended price based upon\
maximum quantities for base and 4 option years; for CLINs 0004 and\
0005 and corresponding out-year CLINs, the per user per month price\
proposed will be evaluated as well as the extended amounts, CLIN\
0006 is expected to be an actual cost pass-through, and as such would\
not be evaluated, however if an if an offeror proposes a handling fee,\
such fee will be included in the Price Evaluation.

Factors 1 and 2 are of equal importance. Factors 1 and 2, collectively,
are more important than Factor 3 Evaluated Price.

**[Instructions]{.underline}**:

*Past Performance and Experience:* Provide information on 3 contracts or
orders that your firm has performed. For each of these 3
contracts/orders, complete:

1.  a Past Performance reference questionnaire (attached) completed by
    your Past Performance reference (this may be returned to the
    Contracting Officer by the offeror or directly by the reference)

2.  a Contract Experience Form (attached)

If you do not have information on at least 3 contracts that you can
submit, you need to state this circumstance clearly in your quote. The
quality of Past Performance and relevance of Experience will be
evaluated.

*Technical Approach:* Describe in writing how you will fulfill the
USPTO's requirement as set forth in the statement of work. The Technical
Approach portion of your proposal shall not exceed 5 written pages. If
your proposal for this factor exceeds 5 pages, only the 1^st^ five pages
will be evaluated.

*Price:* Complete the Schedule of Supplies Services and Prices to
indicate your proposed firm fixed prices. If you propose an alternate
schedule, ensure you use the same format. If an offeror makes a mistake
in extending the unit price by the quantity required, the Contracting
Officer will correct the extension using the proposed unit price; this
corrected extension amount will be used for the price evaluation.

**[Oral Presentation:]{.underline}**

The USPTO may or may not hold Oral Presentations. Oral Presentations
will only be held if deemed necessary by the Contracting Officer. If
deemed necessary, all offerors may not be invited to make an Oral
Presentation. No-invitation to make an Oral Presentation, if such is
conducted, does not exclude a firm from consideration for award. If an
Oral Presentation is conducted, the consequent evaluation of the Oral
Presentation may affect a firm's Technical Approach rating.

#### Receipt of Quotes At USPTO

Quotes shall be received at USPTO, Office of Procurement, 600 Dulany
Street, MDE 7^th^ Floor, Alexandria VA 22313 no later than 2 PM (local
time) November 6, 2006. All responses may be emailed to Eileen McGlinn
at <eileen.mcglinn@uspto.gov>, or faxed to 571-273-6564. Quotes must
reference RFQ number DOCRFQ0700012.

**[Attachments:]{.underline}**

I: Past Performance Reference Form

II: Contract Experience Form

III: Vendor Data Entry Form