SECTION B

**SCHEDULE OF PRICES**

# B.1 General

# 

# The contractor shall furnish a comprehensive solution for client requirements to include, but not limited to, all personnel, materials, services, facilities and management necessary to perform the requirements as set forth in this contract and all orders issued under this contract.

# B.1.1 Contract Term

## The Contract term will be a base period of three years with two 2-year option periods. The effective date will be the date of contract award.

# B.2 Price/Costs/Ceiling Rates

The pricing schedules in Section B, and the associated Microsoft Excel
spreadsheet files, shall reflect fully burdened ceiling rates, which
represent the maximum, fully-loaded rates. The ceiling rates listed and
any lower subsequent rates proposed in response to task order requests,
must be fully burdened labor rates inclusive of profit, fringe benefits,
salary, indirect rates and the contract access fee (CAF). All orders
awarded must include rates, which are equal to or lower than the ceiling
rates proposed in response to this solicitation.

Each offeror shall propose ceiling prices in the pricing schedules for
**[ALL]{.underline}** labor categories and all contract periods under
the Functional Areas for which the offeror is proposing. **[FAILURE TO
PROPOSE CEILING PRICES FOR ALL LABOR CATEGORIES AND FOR ALL CONTRACT
PERIODS UNDER THE FUNCTIONAL AREAS PROPOSED SHALL RESULT IN ELIMINATION
FROM CONSIDERATION OF THE OFFER IN THE FUNCTIONAL AREA(S) IN WHICH THE
OMISSION OCCURS.]{.underline}**

The Government will only be obligated for items and quantities specified
in task orders issued under this contract. The actual number of hours
and labor categories will be negotiated in individual task orders.

When calculating each unit price, the CAF shall be applied last.
Contractors should use their discretion when quoting on orders. Prices
submitted for this solicitation are to be ceiling rates and prices
quoted under orders must be lower than or equal to those ceiling rates.
Actual prices quoted at the time of order issuance will be based upon
individual statements of work and definitive requirements at the order
level.

# B.3 Supplies/Services and Prices/Costs

The price schedules contain the loaded hourly rates for work performed
at any location within the 50 states of the United States of America,
and within the District of Columbia. Any work performed outside the
United States shall be negotiated and defined within orders. If work is
anticipated outside the 50 states, the offeror shall insert their
percentage markup in the pricing schedules for all Functional Areas
proposed. If the OCONUS Markup is not filled in by the offeror, work
cannot be proposed outside the 50 states in task orders. Orders issued
under this contract may be issued as Fixed Price (FP), Labor Hour (LH)
and Time and Materials (T&M). All products and services necessary to
provide a comprehensive solution at the order level that are within the
scope of the Functional Area/NAICS code are available to procure under
this contract.

# B.3.1 Other Direct Costs (ODCs) and Handling Rates

All products and services necessary to provide solutions that are within
the scope of the selected FA/NAICS code description are available to
order.

ODC Handling Rate multipliers must be proposed and included at time of
contract award. If a handling rate multiplier for ODC's is not
incorporated at time of contract award, none or permitted. As determined
at time of contract award, the contractor's ODC handling rate multiplier
is applied to the ODC'S listed in the order. Contractors may not exceed
the ODC Handling Rate established in the contract on individual orders.

Handling rate multipliers are markups applied to the bare cost and serve
as a maximum markup to include all indirect charges, overhead, general
and administrative expenses, fringe benefits and profit. Unit prices are
to be offered in U.S. currency and submitted within 2 digits to the
right of the decimal place. Handling rate charges are to be submitted in
percentage format within 2 digits to the right of the decimal place.
(For example, 2.00 equates to 2% while 0.02 equates to 2/10^ths^ of one
(1) percent.) Handling markup on the CAF is not allowable.

If authorized in an Order, the Contractor will be reimbursed the bare
cost of travel and ODCs plus the handling amounts, not to exceed the
applicable ceiling amounts specified in individual orders. (See Section
H.11 for more specifics regarding acceptable travel costs and
limitations.) The ceiling handling rates proposed in Section B are caps
on the markup allowed for overhead, G&A and profit. Profit shall not be
applied to travel costs and is not allowable under these contracts. All
line items must stand alone and not be dependent upon the ordering of
any other line items.

Travel will be as specified in individual orders and will be
specifically authorized in writing in the Order to be reimbursed. Travel
costs shall be reimbursed in accordance with the Federal Travel
regulations (FTR) for civilian agency work, and the Joint Travel
Regulations (JTR) for military agency work. Handling rates shall not be
applied to travel costs. No fee/profit will be allowed on travel or per
diem.

Failure to propose pricing for all periods of the Functional Area being
applied for shall result in disqualification of the offeror in the FA(s)
in which the omission occurs.

# B.4 Application of the Service Contract Act (SCA)

The labor categories identified in this solicitation are professional
Information Technology (IT) positions and thus are exempt from the SCA.
If a non-exempt labor category is added at the Order level, provided
they fall within the scope of the contract and associated Functional
Area and NAICS code, it will be incumbent upon the parties to include
and abide by the applicable SCA wage determinations in accordance with
41 U.S.C. 358.

**SECTION C**

**DESCRIPTION/SPECIFICATIONS/WORK STATEMENT**

**C.1 Background**

## 

## The General Services Administration, Federal Supply Service (GSA FSS) 

## Small Business Government Wide Acquisition Contract (GWAC) Center, located in Kansas City, Missouri, has responsibility for awarding and administering contracts with small disadvantaged 8(a) firms. 

## 

## The resultant contracts provide high-quality information technology (IT) solutions. These contracts will enable the federal marketplace to fulfill IT requirements. These contracts also provide the Small Business GWAC Center the opportunity to offer Federal Agencies innovative solutions that deliver best value to support their missions worldwide. 

# C.2 Scope -- General

The term of this contract shall be a 3-year base with two, 2-year
options for a total contract period of seven years.

The solicitation will result in Multiple Award Indefinite Delivery
Indefinite Quantity (MAIDIQ) contracts. **Agencies wishing to obtain
direct order authority must obtain written authorization from the Small
Business GWAC Center prior to the issuance of any orders.**

The Government shall order IT services under this contract by means of
task orders with specifically defined requirements, deliverable
products, and schedules. The contractor shall perform work under this
contract only as directed in orders issued by an authorized Contracting
Officer.

# C.3 Scope 

For all task orders issued against the contract, the contractor shall
provide information technology and network solutions at or below the
fully burdened ceiling rates established in Section B under the
resultant contract. This procurement will be set-aside for 8(a)
businesses with the following North American Industrial Classification
System (NAICS) codes, which can also be downloaded from
<http://www.census.gov/epcd/naics02/naicod02.htm>

FA 1: NAICS code 541511 -- Custom Computer Programming Services

FA 2: NAICS code 541512 -- Computer Systems Design Services

FA 3: NAICS code 541513 -- Computer Facilities Management Services

FA 4: NAICS code 518210 -- Data Processing, Hosting and Related Services

FA 5: NAICS code 541519 -- Other Computer Related Services

FA 6: NAICS code 516110 --Internet Publishing and Broadcasting

FA 7: NAICS code 519190 -- All Other Information Services

FA 8: NAICS code 517110 -- Wired Telecommunications Carriers

Contractors may bid individually for separate contracts in any of the
functional areas.

##### [FUNCTIONAL AREAS (FA) DESCRIPTIONS]{.underline}

> **FA1 - 541511 Custom Computer Programming Services.**

This U.S. industry comprises establishments primarily engaged in
writing, modifying, testing, and supporting software to meet the needs
of a particular customer.

Business Categories \--

-   Applications Software Programming Services

-   Computer Program or Software Development

-   Computer Programming Services

-   Computer Software Support Services

-   Database Design/Generation

-   Legacy Interfaces/Data Migration

-   Software Analysis and Design

-   Software Programming

-   Software Testing

-   Web Design

> **FA2 - 541512 Computer Systems Design Services.**

This U.S. industry comprises establishments primarily engaged in
planning and designing computer systems that integrate computer
hardware, software, and communication technologies. The hardware and
software components of the system may be provided by this establishment
or company as part of integrated services or may be provided by third
parties or vendors. These establishments often install the system and
train and support users of the system.

Business Categories \--

-   Business Process Reengineering (BPR)

-   Cabling & Wiring

-   Computer-Aided Design (CAD) Services

-   Computer-Aided Engineering (CAE) Services

-   Computer-Aided Manufacturing (CAM) Services

-   Computer Hardware Consulting Services

-   Computer Software Consulting Services

-   Computer Systems Integration Analysis and Design

-   Computer Systems Integration Design Consulting

-   Configuration Management

-   Enterprise Architecture Development

-   Enterprise Resource Planning (ERP)

-   Hardware

-   IT Capital Planning Management

-   LAN/WAN Design

-   Network Design & Installation

-   Network Systems Integration

-   Systems Analysis

-   Systems Integration

> **FA3 - 541513 Computer Facilities Management Services.**

This U.S. industry comprises establishments primarily engaged in
providing on-site management and operation of clients\' computer systems
and/or data processing facilities. Establishments providing computer
systems or data processing facilities support services are included in
this industry.

Business Categories \--

-   Computer Operations/Support

-   Computer Systems Facilities Services

-   Data Processing Facilities Services

-   End User Support

-   Equipment Inventory & Maintenance

-   Facilities Management, Operation, & Support

-   Facilities Planning

-   Hardware/Software Maintenance

-   Help Desk

-   Network Management

> **FA4 - 518210 Data Processing, Hosting and Related Services.**

This industry comprises establishments primarily engaged in providing
infrastructure for hosting or data processing services. These
establishments may provide specialized hosting activities, such as web
hosting, streaming services or application hosting, provide application
service provisioning, or may provide general time-share mainframe
facilities to clients. Data processing establishments provide complete
processing and specialized reports from data supplied by clients or
provide automated data processing and data entry services.

Business Categories \--

-   Application Hosting

-   Application Service Providers (ASPs)

-   Automated Data Processing

-   Computer Input Preparation

-   Data Capture Imaging Services

-   Data Entry Services

-   Data Processing

-   Data Warehousing

-   Document Imaging

-   Electronic Data Processing

-   Media Streaming

-   Microfiche/Microfilm Services

-   Scanning Services

-   Storage Area Networks

-   Web Hosting

> **FA5 - 541519 Other Computer Related Services.**

This U.S. industry comprises establishments primarily engaged in
providing computer related services (except custom programming, systems
integration design, and facilities management services). Establishments
providing computer disaster recovery services or software installation
services are included in this industry.

Business Categories \--

-   Computer Disaster Recovery

-   Contingency Planning

-   Disaster Preparedness/Recovery

-   Documentation

-   Information Assurance and Security

-   Independent Verification & Validation

-   Software Installation

-   Virus Detection/Recovery

**FA6 - 516110 Internet Publishing and Broadcasting**.

This industry comprises establishments engaged in publishing and/or
broadcasting content on the Internet exclusively. These establishments
do not provide traditional (non-Internet) versions of the content that
they publish or broadcast. Establishments in this industry provide
textual, audio, and/or video content of general or specific interest on
the Internet.

Business Categories \--

-   Broadcasting exclusively on the Internet

-   Internet Broadcasting

-   Internet Video Broadcast

-   Special Interest Portals

-   Video Broadcasting, exclusively on the Internet

-   Web Broadcasting

> **FA7 - 519190 All Other Information Services.**

This industry comprises establishments primarily engaged in providing
other information services (except news syndicates and libraries and
archives).

Business Categories \--

-   Call Centers

-   Distance Learning

-   E-Commerce

-   Telephone-Based Recorded Information Services

-   Video Conferencing

> **FA8 - 517110 Wired Telecommunications Carriers.**

This industry comprises establishments engaged in (1) operating and
maintaining switching and transmission facilities to provide
point-to-point communications via landlines, microwave, or a combination
of landlines and satellite linkups or (2) furnishing telegraph and other
non-vocal communications using their own facilities.

Business Categories \--

-   Facilities-Based Telecommunications Carriers (except wireless)

-   Local Telephone Carriers (except wireless)

-   Long-Distance Telephone Carriers

-   Telecommunications Carriers

-   Telecommunications Networks

-   Telegram Services

-   Telephone Installation Services

**C.4 Statement of Work**

The contractor shall furnish a comprehensive solution for client
requirements to include, but are not limited to, all personnel,
materials, services, facilities, and management necessary to perform the
requirements as set forth in this contract and all orders issued under
this contract.

#### C.5 Delivery Instructions

Additional delivery instructions for hardware/software and services will
be specified in individual orders, as necessary.

**C.6 Definitions**

**C.6.1 Administrative Contracting Officer (ACO)**

The Administrative Contracting Officer (ACO) is a Government official
delegated contract administration responsibility, which includes the
authority to issue and modify orders. Contracting officers for ordering
agencies wishing to obtain direct order authority shall be assigned the
ACO function.

**C.6.2 Procuring Contracting Officer (PCO)**

The PCO is the Government Contracting Officer with full responsibility
over this contract and whose name is listed on the SF 33, used to effect
award of the contract. The PCO performs all of the functions related to
award and administration of the contract including the issuing of
contract modifications, exercising contract options and terminating the
contract.

**C.6.3 Client Agency**

Client agencies include all agencies, departments, boards, bureaus,
commissions, and independent establishments, including wholly owned and
quasi-Government corporations in the legislative, judicial, and
executive branches of the federal government as authorized in GSA Order
ADM 4800.2E.

**C.6.4 Client Representative (CR)**

The client agency shall assign a Client Representative (CR) to each
order. The CR is responsible for monitoring technical performance under
orders for the client agency and supporting the GSA ITM/ITR. The CR has
no express or apparent authority under the contract to make commitments
for the Government or authorize changes to the contract or order terms
and conditions.

**C.6.5 FTS Client Support Centers (CSC)**

Within GSA, Federal Technology Service (FTS), national and regional
Client Support Centers (CSC) work with the Small Business GWAC Center to
provide value added technical and acquisition support services to
Government clients interested in fulfilling their requirements via the
8(a) FAST 2 contracts. CSCs provide direct client interface and support,
issue and manage orders against the contract, and deliver (resell)
solutions to clients. There are 5 national and 11 regional FTS CSCs. A
listing of these locations and points of contact may be downloaded from
the website at <http://www.gsa.gov/gwacs>.

**C.6.6 FTS Information Technology Manager (ITM) and FTS Information
Technology Representative (ITR)**

The GSA FTS ITMs/ITRs are located within the Regional Client Support
Centers and provide technical advice and assistance to clients in
identifying and defining requirements. On orders issued by GSA FTS, the
ITM/ITR acts as the technical liaison between the Government and the
contractor and between the client agency and the CO.

**C.6.7 Other Direct Costs (ODCs)**

Other Direct Costs (ODCs) are those costs incurred by the contractor
(when authorized by an order) to obtain supplies or services, including
hardware, software, training, subcontractor costs, etc. All ODCs must be
itemized to the maximum extent possible on individual orders. ACOs shall
determine price reasonableness for all ODCs proposed under the order.

**C.6.8 Task Order**

\"Task order\" means an order for services placed against an established
contract or with Government sources.

SECTION D

**PACKAGING and MARKING**

This section applies when there are deliveries/deliverables of supplies.

Packing, marking and storage costs shall not be billed to the Government
unless specifically authorized in an order.

# D.1 552.211-73 Marking (FEB 1996)

\(a\) [General requirements.]{.underline} Interior packages, if any, and
exterior shipping containers shall be marked as specified elsewhere in
the Contract. Additional marking requirements may be specified on Orders
issued under this Contract. If not otherwise specified, interior
packages and exterior-shipping containers shall be marked in accordance
with the following standards:

\(1\) [Deliveries to civilian activities]{.underline}. Supplies shall be
marked in accordance with Federal Standard 123, edition in effect on the
date of issuance of the solicitation.

\(2\) [Deliveries to military activities]{.underline}. Supplies shall be
marked in accordance with Military Standards 129, edition in effect on
the date of issuance of the solicitation.

\(b\) [Improperly marked material]{.underline}. When Government
inspection and acceptance are at destination, and delivered supplies are
not marked in accordance with contract requirements, the Government has
the right, without prior notice to the Contractor, to perform the
required marking, by contract or otherwise, and charge the Contractor
therefor the reasonable actual cost of that performance. This right is
not exclusive, and is in addition to other rights or remedies provided
for in this contract.

**(End of clause)**

# D.2 552.211-75 Preservation, Packaging, and Packing (FEB 1996)

Unless otherwise specified, all items shall be preserved, packaged, and
packed in accordance with normal commercial practices, as defined in the
applicable commodity specifications. Packaging and packing shall comply
with the requirements of the Uniform Freight Classification and the
National Motor Freight Classification (issue in effect at time of
shipment) and each shipping container of each item in a shipment shall
be of uniform size and content, except for residual quantities. Where
special packing is specified in an order, but not specifically provided
for by the contract, such packing details must be the subject of an
agreement independently arrived at between the ordering agency and the
Contractor.

**(End of clause)**

**D.3 552-211-77 Packing List (FEB 1996)**

(a) A packing list or other suitable shipping document shall accompany
    each shipment and shall include:

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(1) Name and address of the consignor;

(2) Name and complete address of the consignee;

(3) Government Order or requisition number

(4) Government bill of lading number covering the shipment (if any); and

(5) Description of the material shipped, including item number,
    quantity, number of containers, and packaging number (if any).

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(b) When payment will be made by Government commercial credit card, in
    addition to the information in (a) above, the packing list or
    shipping document shall include:

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```
(1) Cardholder name and telephone number and

(2) The term "Credit Card."

> **(End of Clause)**

SECTION E

**Inspection and Acceptance**

**E.1 52.252-2 Contract Clauses Incorporated by Reference (Feb 1998)**

This contract 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.arnet.gov](http://www.arnet.gov/far)

> 52.246-2 INSPECTION OF SUPPLIES -- FIXED PRICE (AUG 1996)

4.  INSPECTION OF SERVICES -- FIXED PRICE (AUG 1996)

> 52.246-6 INSPECTION---TIME AND MATERIAL AND (MAY 2001)
>
> LABOR-HOUR
>
> 52.246-15 CERTIFICATE OF CONFORMANCE (APR 1984)
>
> 52.246-16 RESPONSIBILTY FOR SUPPLIES (APR 1984)

# E.2 Inspection and Acceptance by the Government

> The Government will review and verify that all services and
> deliverables associated with an Order issued under this contract
> fulfill the requirements and standards stated in this contract and in
> the associated order.

# E.3 Responsibility for Inspection and Acceptance

Inspection and acceptance of all items and services under this contract
will be accomplished by the client agency's designated Client
Representative (CR). The client agency's CR will inspect and be
responsible for, the review and acceptance of all deliverables under the
contract. Acceptance testing, if required, will be performed by the
client agency's CR, or a designated representative(s), at the
location(s) cited in the order. Acceptance testing, if required, will be
specified in orders.

The client agency's CR shall notify the contracting office promptly
after the specified date of delivery of supplies or services not
received, damaged in transit, or not conforming to specifications of the
order. Unless extenuating circumstances exist, the notification should
be made not later than 30 days after the specified date of delivery. The
contracting office, or the activity designated by the contracting
office, shall be primarily responsible for collecting debts resulting
from failure of Industry partner's to properly replace, repair, or
correct supplies lost, damaged, or not conforming to the contract order.

SECTION F

**Deliveries or Performance**

**F.1 52.252-2 Contract Clauses Incorporated by Reference (Feb 1998)**

This contract 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.arnet.gov](http://www.arnet.gov/far)

> 52.211-17 DELIVERY OF EXCESS QUANTITIES (SEP 1989)
>
> 52.242-15 STOP-WORK ORDER (AUG 1989)
>
> 52.242-17 GOVERNMENT DELAY OF WORK (APR 1984)
>
> 52.247-34 F.O.B. DESTINATION (NOV 1991)

# F.2 Term of Contract

The term of any contract resulting from this solicitation shall consist
of a three (3) year base period with two, 2-year options periods. The
effective date of any contract resulting from this solicitation shall be
the date of contract award.

# F.3 Period of Performance

The period of performance will be as specified in each individual task
order.

# F.4 Delivery Schedule

The delivery schedule for individual orders will be as specified in each
individual task order.

# F.5 Notice Regarding Late Delivery

In the event the Contractor anticipates that it will not with any
delivery and/or performance requirements identified in individual
orders, it shall immediately notify the Contracting Officer, the ITR/ITM
and the CR orally and in writing giving pertinent rationale and proposed
corrective action(s) and adequate consideration. This data shall not be
construed as a waiver by the Government of any of its rights or remedies
available under the contract including termination.

SECTION G

CONTRACT ADMINISTRATION DATA

# G.1 Contractor's Contact Information

For prompt action on matters pertaining to your administration of the
contract contact:

**General Services Administration, 6FG**

> **Attn: Howard Innis**
>
> **1500 E. Bannister Road**
>
> **Kansas City, MO 64131**

# G.2 Invoice Submission

The Contractor shall submit invoices in accordance with the schedule
specified in each order. Upon delivery of supplies or services to the
place designated in the order, the Contractor is authorized to submit a
valid invoice for payment to the payment office specified in the order.
The Contractor agrees that the submission of an invoice to the
Government for payment is a certification that the supplies or services
for which the Government is being billed, have been shipped and
delivered in accordance with shipping and delivery instructions stated
in the order, in the quantities shown on the invoice, and the supplies
or services are in the quantity and of the quality designated by the
order. Mark Invoice: "**Original Invoice".**

NOTE: Invoices marked **STATEMENT** in lieu of invoice **will not be
processed. See also Section I.10 for additional invoicing
requirements.**

# G.3 Order Procedures

Any supplies and services to be furnished under this contract will be
ordered by issuance of written orders on GSA Form 300, Standard Form
1449 or DD Form 1155. Oral orders are not authorized. An order specifies
and authorizes the work to be performed by the Contractor. The order
will include pricing and a statement of work. **[ALL ORDERS MUST ALSO
CITE THE PRIMARY NAICS CODE AND THE APPROPRIATE FUNCTIONAL
AREA.]{.underline}** **Orders may only be issued from date of contract
award through contract expiration.** The following ordering procedures
apply to all orders issued under this contract.

**G.4 Delegation of ordering authority**

a\. The GSA Small Business GWAC Center may issue delegated ordering
authority, for orders issued against this contract, to all warranted
Government contracting officers in all Federal Government Agencies.

b\. All orders are subject to the terms and conditions of the original
contract, as amended. In the event of a conflict between an order and
the contract, the contract will take precedence.

c\. All costs associated with preparation, presentation and/or
discussion of the Contractor\'s order proposal will be at the
Contractor\'s expense and will not be directly charged to the
Government.

d.  No work will be performed and no payment will be made except as
    authorized by an Order.

e\. A Order will be considered to be issued in accordance with Clause
52.216-18 -- Ordering (OCT 1995) -- Section I.3.

f\. An order can only be issued by a warranted contracting officer.

g\. Orders issued under this contract will not be announced in the
FEDBIZOPPS.

h\. Any required change to a previously issued order will be issued in
writing by the contracting officer for the order.

> For orders to be issued with an estimated value of less than \$3
> Million (inclusive of options and/or modifications), the following
> will apply:

Orders may be awarded on a sole source basis up to \$3 million based
upon self-marketing or past performance. The Contracting Officer shall
make a determination of price reasonableness for each order.

> For orders to be issued with an estimated value of greater than \$3
> Million (inclusive of options and/or modifications), the following
> will apply:

All orders expected to exceed \$3 Million shall be processed through
GSA, and shall provide for fair opportunity among all contract holders
within the applicable Functional Area. All the necessary information
(i.e. Bill of Materials, Statement of Work, Evaluation Criteria, etc.)
shall be disseminated in order to afford all GWAC contract holders
within the required functional area fair opportunity to receive order
award. GSA, or the ordering agency delegated direct order authority,
will provide the necessary oversight to ensure that award is made in
accordance with the stated evaluation criteria. The Government reserves
the right to select the contractor based upon initial offers and may do
so without discussions.

Upon receipt of procurement requests exceeding \$3 Million from a client
agency, the GSA Contracting Officer shall issue a request for proposals
to the multiple awardees within the applicable Functional Area.
Notifications may be received via various means including fax, e-mail
and commercial mail. However, typically, notifications will come via
broadcast e-mail through the GSA, FTS, IT Solutions on-line procurement
system. **[All contract holders must register in IT Solutions
at]{.underline}
[http://it-solutions.gsa.gov](http://it-solutions.gsa.gov/)[. It is the
responsibility of the contract holder to maintain current and accurate
information in their IT Solutions profile for the distribution of RFQ
postings.]{.underline}**

# G.5 Cost Recovery Report (CRR)

The CRR is a report of all invoices and payments received against all
active orders under this contract. The CRR is to provide the Contract
Number, Order Number, Ordering Office, Client Agency and location, the
Invoice Number, the amount of the invoice, Payment Received, the amount
of the Contract Access Fee (CAF), total CAF per Order and the total CAF
paid for the reporting period. The report shall include the total amount
of the listed invoices and rebates for both the reporting period as well
as cumulative totals for each active Order to date. **A CRR is required
even when no invoices occur during the reporting period.** Invoices that
extend beyond the contract period will be reported within 60 days of
final delivery. The CRR shall be submitted using the GSA directed
software (Microsoft Excel -- version 7.0 or higher) by calendar quarter
(January 1 -- March 31, April 1 -- June 30, July 1 -- September 30, and
October 1 -- December 31). The reported amounts shall include the
Contract Access Fee. To download the CRR format go to website:
<http://r6.gsa.gov/smallbusinessgwac>. CRRs shall be submitted with the
CAF on a quarterly basis and sent to the following:

#### General Services Administration

Small Business GWAC Center (6FG)

P.O. Box 16020

Kansas City, MO 64112

**CRR reports are required to be submitted as long as there are open
orders under the contract, even after the term of the contract has
expired. CRR reports shall be submitted until all orders are
completed.**

The Government reserves the right to inspect without further notice,
such records of the contractor as pertain to orders under this contract.
Willful failure or refusal to furnish the required reports, or
falsification thereof, shall constitute sufficient cause for terminating
the contract for default.

# 

# G.6 Fee Reimbursement 

GSA operating costs associated with awarding and managing this contract
are recovered through a Contract Access Fee (CAF) of 3/4 percent of the
total invoice amount. **Contractors should include the Contract Access
Fee in the unit prices submitted with their order offer(s).** The
contractor shall collect the CAF and rebate to GSA the amount of the
fee. The CAF amount due shall be paid by check to:

General Services Administration

Small Business GWAC Center (6FG)

#### P.O. Box 16020

Kansas City, Missouri 64112

Where multiple invoices and/or multiple orders are involved, the CAF may
be consolidated into one payment. To ensure the payment is credited
properly, the contractor shall submit the check along with a printed
copy of the cost recovery report (CRR) as required by section G.7.
**Each check shall be annotated with the corresponding contract
number.**

The contractor shall pay GSA within 30 calendar days after the end of
each calendar quarter, the CAF for all invoices for which payment by the
Government has been received by the contractor during the reporting
period. Calendar quarters are January 1 -- March 31, April 1 -- June 30,
July 1 -- September 30, and October 1 -- December 31. If the full amount
of the CAF is not paid within 30 calendar days after the end of the
applicable payment date, it shall constitute a debt to the United States
Government under the Debt Collection Act of 1982, including withholding
or setting off payments and interest on the debt (see FAR 52.232-17,
Interest).

If the contractor fails to submit documented sales reports, payments,
falsifies payment documentation, or fails to pay the CAF in a timely
manner, the Government may terminate or cancel the contract. **Willful
failure or refusal to furnish the required reports, falsification of
reports, or failure to pay the CAF timely constitutes sufficient cause
for terminating the contractor for cause under the termination
provisions of this contract.**

**G.7 Simplified CRR & CAF Payment**

The Contractor has the option to pay the entire CAF for an Order up
front and realize administrative savings from not having to issue a
stream of checks for the CAF, and not having to submit information in
the Invoice No., Invoice Date, Invoice Amount and Payment Received
portions of CRRs following the 1^st^ instance of reporting of the Order
in a CRR. This alleviates the administrative burden of tracking partial
invoices. The CAF is non-refundable.

**G.8 Contract Administration**

All contract administration for this contract will be accomplished by:

##  General Services Administration, 6FG

Attn: Howard Innis

1500 E. Bannister Rd.

Kansas City, MO 64131

**G.9 Open Season**

The Government reserves the right to conduct open seasons whereby
additional awards will be made, when it determines it is in its best
interest to do so. Notification of an open season will be made via
FedBizOpps.

Contracts awarded under any open season will share the program ceiling
and shall be made in accordance with all of the terms and conditions of
this solicitation.

# G.10 Subcontracting

Pursuant to FAR 52.219-14, Limitation on subcontracting, At least 50% of
the cost of contract performance incurred for personnel shall be
expended for employees of the concern. Contractors shall maintain
up-to-date records concerning subcontracting costs and shall submit the
standardized report semi-annually (using the contract year) no later
than 30 calendar days after each six-month reporting period. The first
report period will be the contract notice to proceed date through May
31, 2005.

A separate report shall be completed for [each functional
area]{.underline}. Report(s) must be submitted every reporting period
even if there is no change or no activity on your contract. The
completed report shall be submitted to:

> **Small Business GWAC Center**
>
> **ATTN: 8(a) STARS Subcontracting Report**
>
> **1500 E. Bannister Road (6FGC)**
>
> **Kansas City, MO 64131**

Contract options for contractors not in full compliance with FAR
52.219-14 may not be exercised. Willful failure or refusal to furnish
the required reports, or gross negligence in managing the subcontracting
limitation, or falsification of reports **CONSTITUTES SUFFICIENT CAUSE
TO TERMINATE THE CONTRACTOR FOR DEFAULT.**

**G.11 Current & Past Performance Information** (IAW FAR 42.15)

It is the Small Business GWAC Center\'s intent to collect complete
performance evaluations for each Order. The requiring office will assess
the Contractor\'s performance in areas such as quality, quantity and
timeliness. Such ratings may have bearing on the Contractor\'s
likelihood to receive future Orders. The past performance questionnaire
in Section J of the solicitation may be used for this purpose.
Additionally, evaluators may complete the past performance questionnaire
available on-line at <http://r6.gsa.gov/smallbusinessgwac>.

It is incumbent upon the requiring official, or their designee, to
complete a performance record (essentially measures of quality, schedule
timeliness, performance goal attainment, cost goal compliance and
customer satisfaction) for each Order after completion of work, and at
least annually for Orders having a performance period in excess of one
year. Performance evaluations should be submitted to the Small Business
GWAC Center at the e-mail address: 8a@gsa.gov. Contractors should be
cognizant of this requirement and exercise their right to contribute to
the final performance record. Organizations of caliber will not only
plan for good performance, but also be aware of their current
performance as perceived by the Government, and take steps (i.e.,
requesting interim evaluations, holding meetings with the Government,
corrective action if required, etc.) to ensure performance is
satisfactory throughout the life of each Order so that there will be no
surprises at the completion of work.

Contractors are invited to document their performance under each
Contract Order and submit it to the Small Business GWAC Center. This
standing invitation constitutes the Small Business GWAC Center\'s effort
to afford an opportunity for Contractors to address adverse ratings
before they are utilized in a future selection process. A file of all
received Government performance records and any Contractor supplemental
information will be maintained and made available to interested parties
having a bona-fide need to know.

The Small Business GWAC Center is considering and may implement a
mandatory uniform web-based past performance system in the future.

**G.12 Re-certification of 8(a) status**

Prior to exercising the option period of the contract, the contractor
will be required to re-represent business size status and 8(a) program
eligibility by providing a size status statement to the contracting
officer or by completing the applicable portion of 52.213-3, Offeror
Representations and Certifications -- Commercial Items or 52.219-1,
Small Business Program Representations, as applicable to the
contract(s). If a previously awarded 8(a) small business concern
re-represents itself as other than small, the contracting officer shall
be precluded from exercising the option.

**Pending SBA's final ruling, the Government reserves the right to
require annual size re-certification.**

Failure to re-certify will preclude the option from being exercised.

**G.13 Order Level** **Protest**

**In accordance with Federal Acquisition Regulation (FAR) 16.505(a)(8),
"No protest under Subpart 33.1 is authorized in connection with the
issuance or proposed issuance of an Order under a Task-Order Contract or
Delivery-Order Contract, except for a protest on the grounds that the
Order increases the scope, period, or maximum value of the Contract".**

**G.14 OMBUDSMAN**

**In accordance with FAR 16.5 disputes related to matters affecting
Order award may be directed to the Ombudsman. The Ombudsman for GSA
is:**

DONALD J. SUDA

SPECIAL ASSISTANT FOR CONTRACTING INTEGRITY

OFFICE OF ACQUISITION POLICY (MV)

1800 F STREET, NW -- ROOM 4031

WASHINGTON, DC 20405-0002

PHONE: (202) 501-4770

FAX: (202) 501-1986

G.15 SECTION 803 and How it Applies to 8(a) FAST 2 Contract

**The 8(a) FAST 2 contract will be awarded under the provisions of
section 8(a) of the Small Business Act (15 U.S.C. 637(a)) and FAR 19.8.
For orders at or below the \$3 million competitive threshold, the
Contracting Officer may waive the Section 803 competition requirements
based on the exception that a statute expressly authorizes that the
purchase be made from a specified source. However, the competition
requirements of DFARS 216.505-70 are still applicable for orders above
the \$3 million competition threshold for 8(a) contracts unless the
contracting officer waives this requirement on the basis of a written
determination that -- (1) one of the exceptions described in FAR
16.505(b)(2)(I) through (iv) applies to the order; or (2) a statute
expressly authorizes or requires that the purchase be made from a
specified source.**

SECTION H

**SPECIAL CONTRACT REQUIREMENTS**

**H.1 Exit Strategy at the Option Period and Re-certification**

The contracts will have an exit strategy built in only at the option
periods. Primarily, this exit strategy will require contract holders to
amass at least \$100K in order awards on their contract in order to be
eligible to continue performance under the contract. This is being
established as a minimum requirement for the contract holder to be
considered for option exercise. If the contract holder does not achieve
at least \$100K in order awards during base period, the Government
simply will not exercise the next option.

Prior to exercising the option period of the contract, the contractor
will be required to re-represent business size status and 8(a) program
eligibility by providing a size status statement to the contracting
officer or by completing the applicable portion of 52.213-3, Offeror
Representations and Certifications -- Commercial Items or 52.219-1,
Small Business Program Representations, as applicable to the
contract(s). If a previously awarded 8(a) small business concern
re-represents itself as other than small, the contracting officer shall
be precluded from exercising the option.

**Pending SBA's final ruling, the Government reserves the right to
require annual size re-certification.**

Failure to re-certify will preclude the option from being exercised.

**H.2 Maximum Program Ceiling and Minimum Guarantee**

There is not an individual Contract ceiling. Instead, **[there is a
Contract Program maximum of \$15 billion over the life of all Contracts
under the 8(a) FAST ^2^ GWAC]{.underline}**. As an Order is issued
against a Contract, the value of Orders that can be issued under all
Contracts decreases by an equal amount.

The guaranteed minimum is \$250.00 per contract. A request for payment
of the minimum guarantee must be submitted in writing to the Contracting
Officer no more than 15 calendar days after the Contract base period
expires. Failure to submit the written request for payment to the
Contracting Officer within that time period results in forfeiture of the
minimum guarantee.

The exercise of an option does not re-establish, nor result in an
increase in, the Contract minimum. The Contractor and Government agree
that the minimum guarantee is adequate consideration to establish a
binding Contract.

**H.3 Contractor Provision of Contract Administration, Personnel,
Equipment and Supplies**

Unless otherwise specified in an individual Order, the Contractor shall
provide all contract administration functions, office equipment
(including computers/ workstations used in daily operation in support of
this contract) and consumable supplies required in the daily operation
or performance of, or in support of this contract. Special requirements,
e.g., special workstations or unusual reproduction requirements required
to complete Order requirements must be approved in advance by the
Administrative Contracting Officer.

**H.3.1 Personnel**

The Contractor shall provide, at no direct cost, all management,
administrative, clerical and supervisory functions required for the
effective and efficient performance of this contract.

# 

# H.3.2 Key Personnel

Each Contract awardee shall designate a Contract Manager (the Key
Personnel position for this Contract) who is responsible for overall
coordination of their Contract with the Government. Contract management
shall be provided at no direct cost under the resultant contract.

# H.3.3 Contract Manager

This person \--

-   Organizes, directs, and coordinates planning and production of all
    Contract support activities

-   Has excellent oral and written communication skills, with a
    demonstrated capability for dealing with, and may meet with, all
    levels of internal personnel and external representatives

-   Formulates and reviews strategic plans, marketing plans,
    subcontracting, and deliverable items, determines Contract costs,
    and ensures conformity with Contract terms and conditions

-   Explains policies, purposes, and goals of the Contractor's
    organization, and GSA's policies and procedures applicable to this
    Contract, to Contractor personnel

-   Takes appropriate action as required to avoid personal services
    Orders

-   Must be authorized to negotiate on behalf of and bind the Contractor
    to Orders

Key personnel must be assigned for the duration of the Contract barring
circumstances outside the control of the Contractor (e.g., death,
resignation, disabilty, etc) or other wise accepted by the Contracting
Officer.

# H.4 Hold Harmless and Indemnification Agreement

The Contractor shall save and hold harmless and indemnify the Government
against any and all liability, claims, and costs of whatever, kind and
nature to include injury to or death of any person or persons and for
loss or damage to any property occurring in connection with, or in any
way under the terms of this contract, resulting in whole or in part from
the negligent act or omissions of the Contractor.

# H.5. Government Liability

The Government shall not be liable for any injury to the Contractor\'s
personnel or damage to the Contractor\'s property unless such injury or
damage is due to negligence on the part of the Government and is
recoverable under the Federal Torts Claims Act, or pursuant to another
Federal statutory authority.

**H.6 Government Furnished Items** **(GFI)**

Government furnished items (GFI), if any will be identified in
individuals Orders, as appropriate. All GFI are furnished "as is".

# H.6.1 Transportation of Government Furnished Items

The Contractor shall be responsible for transporting all GFI between the
Government site(s) and the Contractor\'s place of performance. Pickup
and delivery of all materials shall be in accordance with the schedule
defined for each specific requirement.

# H.6.2 Handling of Government Furnished Items

The Contractor shall protect from unauthorized disclosure any materials
or information made available by the Government, or that the Contractor
has access to by virtue of the provisions of this contract, that are not
intended for public disclosure.

The material and information made available to the Contractor by the
Government, or that the Contractor comes into contact with in completing
this contract, are the exclusive property of the Government. Any
information or materials developed by the Contractor in performance of
this contract are also the exclusive property of the Government. Upon
completion or termination of this contract, the Contractor shall turn
over to the Government all materials (copies included) that were
furnished to the Contractor by the Government and all materials that
were developed by the Contractor in the performance of this contract.

# 

# H.7 Government Facility Access & Availability

FAR provision 52.237-1 Site Visit (APR 1984) APPLIES TO EACH AND EVERY
RFQ/ORDER ISSUED REGARDLESS IF IT IS CITED THERE OR NOT (it is a
provision, and it usually applies only at the solicitation level, but it
also applies to RFQ's/Orders issued under the Contract.) Contractors
uncertain of conditions for performance are instructed to inquire
regarding means of premises ingress/egress, security requirements,
delivery/demurrage, storage, use of approaches, use of corridors, use of
stairways, use of elevators, Government furnished
space/property/equipment, availability of/access to Government
facilities on federal holidays, and similar matters prior to submission
of a quotation.

During all operations on Government premises, the Contractor's personnel
shall comply with the rules and regulations governing the conduct of
personnel and the operation of the facility.

# H.8 Government Rights to Inspection

The Government, through its authorized representative, has the right, at
all reasonable times, to inspect, or otherwise evaluate the work
performed, or being performed, hereunder and shall notify the Contractor
of unsatisfactory performance. All inspections and evaluations shall be
performed in such a manner as will not unduly delay the work.

It will be the responsibility of the Client Representative to ensure
that adequate records of the inspection or evaluation are kept to
support acceptance or rejection of work performed or being performed.

Acceptance will be made by the Client Representative or designated
representative(s); the contracting officer, if necessary, will make
rejections.

# 

# H.9 Alternate Dispute Resolution

Alternate Dispute Resolution (ADR) procedures increase the opportunity
for relatively inexpensive and expeditious resolution of issues in
controversy. These procedures may be used at any time that the
Contracting Officer has authority to resolve the issue in controversy.
If the Contractor submits a claim, ADR procedures may be applied to all
or part of the claim. The Contractor must certify its claim in
accordance with FAR 33.207. When ADR procedures are used after the
issuance of a Contracting Officer\'s final decision, the time
limitations or procedural requirements for filing an appeal of the
Contracting Officer\'s final decision are not altered.

# 

# H.10 Contractor Past Performance Questionnaires

In order for GSA to effectively evaluate contractor past performance,
the \"Past Performance Questionnaire\", Attachment 5, Section J, will be
utilized during the pre-award phase of this procurement. During the
post-award phase of this procurement, GSA client agencies will be asked
to complete a past performance questionnaire for each order issued under
these contracts. Questionnaires, if required, will be submitted after
completion of delivery of supplies/services. Upon completion of every
task order, the contractor shall provide to the Government PCO(s) client
agency contact information in order to facilitate obtaining past
performance data. Contractor cooperation in supplying the required
information will be taken into consideration when exercising option
periods.

#  

# H.11 Travel 

All travel must be specified in the order issued. The cost of
transportation, lodging, subsistence and incidental expenses (per diem)
incurred by contractor personnel when requested to travel in the
performance of an order shall comply with the limitations as set forth
in FAR 31.205-46. Travel costs must be consistent with and limited to
the approved Government travel regulations (Federal Travel Regulations
(FTR) for civilian agency work, Joint Travel Regulations (JTR) for
military agency work).

# H.12 Supervision of Employees 

The contractor\'s employees shall remain under the contractor\'s direct
supervision at all times. Although the Government will coordinate
directions within the scope of the contract, detailed instruction for
the contractor\'s employees and supervision shall remain the
responsibility of the contractor.

# H.13 Cancellation of Orders 

The contractor shall honor orders for services for the period of time
specified or the estimated dollar value, whichever expires first, stated
in the order. Services delivered in excess of those authorized by the
order may not be paid for by the Government. Where the requirement for
services is discontinued, transferred or otherwise changed, or canceled
for convenience, the Government may cancel the order prior to expiration
of the specified time or estimated dollar value upon thirty (30) days
written notice to the contractor. If an order is canceled, the
Government shall be liable only for payment of acceptable services
rendered before the effective date of the cancellation.

# H.14 Contract Marketing

For the life of their Contract(s), each Contractor shall design, deploy,
operate, maintain, update and manage a Section 508 compliant
informational web page (or pages) with a static URL that can be
externally linked to, solely featuring their 8(a) FAST ^2^ Contract(s).
The informational website shall be accessible 24 hours a day, 7 days a
week. Each Contractor shall provide a prominent hyperlink to the
aforementioned web page on their internet home page, after splash screen
type introductions - if any, with no scroll down necessary to view the
link. The specific web content design remains at the discretion of the
Contractor. The informational web page will address the specific
Contract terms, product, maintenance and warranty offerings available,
and provide a ready link to the Small Business GWAC Center home page at
<http://r6gsa.gov/smallbusinessgwac>. The Small Business GWAC Center
home page is subject to change at the Government's discretion. The
contractor's web site content shall be deployed and operational within
30 calendar days of Contract award.

If the Contractor intends to use the GSA logo in any way, they must have
first received the Small Business GWAC Center Contracting Officer\'s
approval.

**H.15 Security Clearances**

From time to time there may be opportunities for work requiring security
clearances. RFQs will contain security clearance requirements, if any,
and quoters must meet those requirements by the deadline for receipt of
quotations unless a different standard is established in the RFQ, or
they will be considered unacceptable. Pricing of obtaining security
clearances must be included in the ceiling rates proposed in Section B.

**H.16 Insurance**

Required insurance in connection with FAR 52.228-5 and GSAR 552.228-70
found in Section I.

1.  Workman\'s compensation insurance required by law of the State where
    performance is conducted.

2.  Comprehensive bodily injury insurance with limits of not less than
    \$500,000 for each occurrence.

3.  Property Damage liability with a limit of not less than \$100,000
    for each occurrence.

4.  Automotive bodily injury liability insurance with limits of not less
    than \$200,000 for each person and \$500,000 for each occurrence,
    and property damage liability insurance with a limit of not less
    than \$50,000 for each occurrence.

**H.17 Technical Refreshment**

After contract award, the Government may, pursuant to the FAR Clause
52.243-1, Changes -- Fixed Price, Alternate II or FAR Clause 52.243-3,
Changes -- Time and Materials or Labor Hours, order changes within the
scope of the contract. These changes may be required to improve
performance, or react to changes in technology.

SECTION I

**CONTRACT CLAUSES**

**I.1 52.252-2 Clauses Incorporated by Reference (FEB 1998)**

This contract 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.arnet.gov](http://www.arnet.gov/far)

### I.1.1 FEDERAL ACQUISITION REGULATION (48 CHAPTER 1) CLAUSES

**Clause No. Clause Title Date**

52.202-1 Definitions (DEC 2001)

52.203-3 Gratuities (APR 1984)

52.203-5 Covenant Against Contingent Fees (APR 1984)

52.203-6 Restrictions On Subcontractor (JUL 1995)

> Sales to the Government

52.203-7 Anti-Kickback Procedures (JUL 1995)

52.203-8 Cancellation, Rescission, and (JAN 1997)

> Recovery of Funds for Illegal or Improper Activity

52.203-10 Price of Fee Adjustment for Illegal (JAN 1997)

> or Improper Activity

52.203-12 Limitation on Payments to Influence (JUN 2003)

> Certain Federal Transactions

52.204-2 Security Requirements (AUG 1996)

52.204-4 Printing/Copying Double-Sided (AUG 2000)

> on Recycled Paper

52.209-6 Protecting the Government\'s (JUL 1995)

> Interest when Subcontracting with Contractors
>
> Debarred, Suspended, or Proposed for Debarment

52.211-5 Material Requirements (AUG 2000)

52.212-4 Contract Terms and Conditions (FEB 2002)

Commercial Items

52.214-34 Submission of Offers in the English (APR 1991)

Language

52.214-35 Submission of Offers in U.S. (Apr 1991)

Currency

52.215-2 Audit and Records -- Negotiations (JUN 1999)

52.215-8 Order of Precedence---Uniform (OCT 1997)

Contract Format

52.215-14 Integrity of Unit Prices (OCT 1997)

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

52.219-8 Utilization of Small Business (OCT 2000)

Concerns

52.219-14 Limitations on Subcontracts (DEC 1996)

52.222-1 Notice to the Government (FEB 1997)

of Labor Disputes

52.222-3 Convict Labor (JUN 2003)

52.222-19 Child Labor Cooperation with Authorities (SEP 2002)

and Remedies

52.222-20 Walsh-Healy Public Contracts Act (DEC 1996)

52.222-21 Prohibition of Segregated Facilities (FEB 1999)

52.222-26 Equal Opportunity (APR 2002)

52.222-29 Notification of Visa Denial (JUN 2003)

52.222-35 Affirmative Action for Disabled (DEC 2001)

Veterans and Veterans of the Vietnam Era

And other Eligible Veterans

52.222-36 Affirmative Action for Workers (JUN 1998)

with Disabilities

52.222-37 Employment Reports on Special (DEC 2001)

Disabled Veterans and Veterans of the

Vietnam Era and other Eligible Veterans

52.223-5 Pollution Prevention and (APR 1998)

Right-to-Know Information

52.223-6 Drug Free Workplace (MAY 2001)

52.223-10 Waste Reduction Program (AUG 2000)

52.223-14 Toxic Chemical Release Reporting (JUN 2003)

52.224-1 Privacy Act Notification (APR 1984)

52.224-2 Privacy Act (APR 1984)

52.225-13 Restrictions of Certain Foreign (JUN 2003)

Purchases

52.225-14 Inconsistency Between English (FEB 2000)

Version and Translation of Contract

52.226-1 Utilization of Indian Organizations (JUN 2000)

and Indian Owned Economic Enterprises

52.227-1 Authorization and Consent (JUL 1995)

52.227-2 Notice and Assistance Regarding (AUG 1996)

> Patent and Copyright Infringement

52.227-3 Patent Indemnity (APR 1984)

52.227-14 Rights in Data - General (JUN 1987)

52.227-19 Commercial Computer Software- (JUN 1987)

Restricted Rights

52.228-5 Insurance -- Work on Government (JAN 1997)

Installation

52.229-3 Federal, State, and Local Taxes (JUN 2003)

52.229-5 Taxes -- Contracts Performed in U.S. (APR 1984)

Possessions or Puerto Rico

52.229-6 Taxes -- Foreign Fixed Price Contracts (JAN 1991)

52.232-1 Payments (APR 1984)

52.232-7 Payments Under Time and Materials (DEC 2002)

and Labor-Hour Contracts

52.232-8 Discounts for Prompt Payment (FEB 2002)

52.232-11 Extras (APR 1984)

52.232-17 Interest (JUN 1996)

52.232-18 Availability of Funds (APR 1984)

52.232-23 Assignment of Claims (JAN 1986)

52.232-25 Prompt Payment (FEB 2002)

52.232-34 Payments by Electronic Funds (MAY 1999)

Transfer-Other than Central

Contractor Registration

52.233-1 Disputes (JUL 2002)

52.233-3 Protest After Award (AUG 1996)

52.237-2 Protection of Government Buildings, (APR 1984)

Equipment and Vegetation

52.237-3 Continuity of Services (JAN 1991)

52.239-1 Privacy or Security Safeguards (AUG 1996)

52.242-13 Bankruptcy (JUL 1995)

52.243-1 Changes-Fixed Price Alternate II (AUG 1987)

52.243-3 Changes-Time and Materials or (SEP 2000)

Labor-Hours

52.244-2 Subcontracts (AUG 1998)

52.244-6 Subcontracts for Commercial Items (APR 2003)

52.245-1 Property Records (APR 1984)

52.245-2 Government Property (Fixed Price (DEC 1989)

Contracts)

52.245-5 Government Property (Cost (JAN 1986)

Reimbursement, Time and Materials

or Labor Hour Contracts)

52.245-19 Government Property Furnished (APR 1984)

"As-Is"

52.246-18 Warranty of Supplies of a Complex (MAY 2001)

Nature

52.246-19 Warranty of Systems and Equipment (MAY 2001)

under Performance Specifications

Or Design Criteria

52.246-20 Warranty of Services (MAY 2001)

52.246-23 Limitation of Liability (FEB 1997)

52.246-25 Limitation of Liability -- Services (FEB 1997)

52.248-1 Value Engineering (FEB 2000)

52.249-2 Termination for Convenience of the (SEP 1996)

Government (Fixed Price)

52.249-8 Default (Fixed Price Supply and (APR 1984)

Service)

52.249-14 Excusable Delays (APR 1984)

52.253-1 Computer Generated Forms (JAN 1991)

I.1.2 General Services Administration Acquisition Regulation (GSAM) (48
CFR Chapter 5) Clauses.
**[http://www.arnet.gov.GSAM/gsam.html]{.underline}**

552.203-71 Restriction of Advertising (SEP 1999)

552.215-70 Examination of Records by GSA (FEB 1996)

552.228-70 Workman\'s Compensation Laws (SEP 1999)

552.232-23 Assignment of Claims (SEP 1999)

552.233-70 Protests Filed Directly with the (MAR 2000)

General Services Administration

552.246-17 Warranty of Supplies of a Noncomplex (DEC 1990)

Nature (Deviation FAR 52.246-17)

**I.2 52.215-19 Notification of Ownership Changes (Oct 1997)**

\(a\) The Contractor shall make the following notifications in writing:

\(1\) When the Contractor becomes aware that a change in its ownership
has occurred, or is certain to occur, that could result in changes in
the valuation of its capitalized assets in the accounting records, the
Contractor shall notify the Administrative Contracting Officer (ACO)
within 30 days.

\(2\) The Contractor shall also notify the ACO within 30 days whenever
changes to asset valuations or any other cost changes have occurred or
are certain to occur as a result of a change in ownership.

\(b\) The Contractor shall\--

\(1\) Maintain current, accurate, and complete inventory records of
assets and their costs;

\(2\) Provide the ACO or designated representative ready access to the
records upon request;

\(3\) Ensure that all individual and grouped assets, their capitalized
values, accumulated depreciation or amortization, and remaining useful
lives are identified accurately before and after each of the
Contractor\'s ownership changes; and

\(4\) Retain and continue to maintain depreciation and amortization
schedules based on the asset records maintained before each Contractor
ownership change.

\(c\) The Contractor shall include the substance of this clause in all
subcontracts under this contract that meet the applicability requirement
of FAR 15.408(k).

**(End of Clause)**

**I.3 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 date of contract award through expiration including options
thereof.

\(b\) 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.

**(End of Clause)**

**I.4 52.216-22 Indefinite Quantity (OCT 1995)**

\(a\) This is an indefinite-quantity contract for supplies or services
specified, and effective for the period stated, in the Schedule. The
quantities of supplies and services specified in the Schedule are
estimated 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 date
specified in the Task/Delivery Order.

**(End of Clause)**

**I.5 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 upon expiration of this contract; provided that
the Government shall give 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 provision.

\(c\) The total duration of this contract, including the exercise of any
options under this clause shall not exceed 7 years and 6 months.

**(End of Clause)**

**I.6 52.219-18 Notification of Competition Limited to Eligible 8(a)
Concerns.**

**(June 2003)**

\(a\) Offers are solicited only from small business concerns expressly
certified by the Small Business Administration (SBA) for participation
in the SBA\'s 8(a) Program and which meet the following criteria at the
time of submission of offer-

\(1\) The Offeror is in conformance with the 8(a) support limitation set
forth in its approved business plan; and

\(2\) The Offeror is in conformance with the Business Activity Targets
set forth in its approved business plan or any remedial action directed
by the SBA.

\(b\) By submission of its offer, the Offeror represents that it meets
all of the criteria set forth in paragraph (a) of this clause.

\(c\) Any award resulting from this solicitation will be made to the
Small Business Administration, which will subcontract performance to the
successful 8(a) offeror selected through the evaluation criteria set
forth in this solicitation.

\(d\) (1) Agreement. A small business concern submitting an offer in its
own name agrees to furnish, in performing the contract, only end items
manufactured or its outlying areas. If this procurement is processed
under simplified acquisition procedures and the total amount of this
contract does not exceed \$25,000, a small business concern may furnish
the product of any domestic firm. This paragraph does not apply in
connection with construction or service contracts.

\(2\) The \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
\[insert name of SBA\'s contractor\] will notify the GSA Contracting
Officer in writing immediately upon entering an agreement (either oral
or written) to transfer all or part of its stock or other ownership
interest to any other party.

**(End of Clause)**

**I.7 52.244-6 SUBCONTRACTS FOR COMMERCIAL ITEMS (APR 2003)**

\(a\) Definitions. As used in this clause-

\"Commercial item\" has the meaning contained in the clause at 52.202-1,
Definitions.

\"Subcontract\" includes a transfer of commercial items between
divisions, subsidiaries, or affiliates of the Contractor or
subcontractor at any tier.

\(b\) To the maximum extent practicable, the Contractor shall
incorporate, and require its subcontractors at all tiers to incorporate,
commercial items or nondevelopmental items as components of items to be
supplied under this contract.

(c)(1) The Contractor shall insert the following clauses in subcontracts
for commercial items:

\(i\) 52.219-8, Utilization of Small Business Concerns (Oct 2000) (15
U.S.C. 637(d)(2) and (3)), in all subcontracts that offer further
subcontracting opportunities. If the subcontract (except subcontracts to
small business concerns) exceeds \$500,000 (\$1,000,000 for construction
of any public facility), the subcontractor must include 52.219-8 in
lower tier subcontracts that offer subcontracting opportunities.

\(ii\) 52.222-26, Equal Opportunity (Apr 2002) (E.O. 11246).

\(iii\) 52.222-35, Equal Opportunity for Special Disabled Veterans,
Veterans of the Vietnam Era, and Other Eligible Veterans (Dec 2001) (38
U.S.C. 4212(a));

\(iv\) 52.222-36, Affirmative Action for Workers with Disabilities (June
1998) (29 U.S.C. 793).

\(v\) 52.247-64, Preference for Privately Owned U.S.-Flag Commercial
Vessels (June 2000) (46 U.S.C. Appx 1241) (flowdown not required for
subcontracts awarded beginning May 1, 1996).

\(2\) While not required, the Contractor may flow down to subcontracts
for commercial items a minimal number of additional clauses necessary to
satisfy its contractual obligations.

\(d\) The Contractor shall include the terms of this clause, including
this paragraph (d), in subcontracts awarded under this contract.

**(End of Clause)**

I.7.1 52.252-6 Authorized Deviations in Clauses (APR 1984).

\(a\) The use in this solicitation or contract of any Federal
Acquisition Regulation (48 CFR Chapter 1) clause with an authorized
deviation is indicated by the addition of \"(DEVIATION)\" after the date
of the clause.

\(b\) The use in this solicitation or contract of any GSAM (48 CFR
Chapter 5) clause with an authorized deviation is indicated by the
addition of \"(DEVIATION)\" after the name of the regulation.

**(End of Clause)**

**I.8 552.217-71 Notice Regarding Option(s) (NOV 1992) (GSAM)**

The General Services Administration (GSA) has included an option to
extend the term of this contract in order to demonstrate the value it
places on quality performance by providing a mechanism for continuing a
contractual relationship with a successful Offeror that performs at a
level which meets or exceeds GSA's quality performance expectations as
communicated to the Contractor, in writing, by the Contracting Officer
or designated representative. When deciding whether to exercise the
option, the Contracting Officer will consider the quality of the
Contractor's past performance under this contract in accordance with 48
CFR 517.207.

**(End of Clause)**

**I.9 552.219-74 SECTION 8(a) DIRECT AWARD (SEP 1999)**

> \(a\) This contract is issued as a direct award between the
> contracting activity and the 8(a) Contractor pursuant to the
> Memorandum of Understanding between the Small Business Administration
> (SBA) and the General Services Administration. SBA retains the
> responsibility for 8(a) certifications, 8(a) eligibility
> determinations, and related issues, and will provide counseling and
> assistance to the 8(a) contractor under the 8(a) program. The
> cognizant SBA district office is:

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\[*Complete at time of award*\]

> \(b\) The contracting activity is responsible for administering the
> contract and taking any action on behalf of the Government under the
> terms and conditions of the contract. However, the contracting
> activity shall give advance notice to SBA before it issues a final
> notice terminating performance, either in whole or in part, under the
> contract. The contracting activity shall also coordinate with SBA
> prior to processing any advance payments or novation agreements. The
> contracting activity may assign contract administration functions to a
> contract administration office.

\(c\) The Contractor agrees:

(1) To notify the Contracting Officer, simultaneous with its
    notification to SBA (as required by SBA\'s 8(a) regulations), when
    the owner or owners upon whom 8(a) eligibility is based plan to
    relinquish ownership or control of the concern. Consistent with 15
    U.S.C. 637(a)(21), transfer of ownership or control shall result in
    termination of the contract for convenience, unless SBA waives the
    requirement for termination prior to the actual relinquishing of
    ownership and control.

\(2\) To the requirements of 52.219-14, Limitations on Subcontracting.

**(End of Clause)**

**I.10 552.232-70 Invoice Requirements (SEP 1999)(GSAM)**

\(a\) Invoices shall be submitted in an original only, unless otherwise
specified, to the designated billing office specified in this contract
or purchase/delivery order.

\(b\) Invoices must include the Accounting Control Transaction (ACT)
number provided below or on the purchase/delivery order.

\(c\) In addition to the requirements for a proper invoice specified in
the Prompt Payment Clause of this contract or purchase/delivery order,
the following information or documentation must be submitted with each
invoice:

\(1\) Name of the business concern and invoice date.

\(2\) Contract Number, ITI Project Number, and Title

\(3\) Delivery order number

\(4\) Item number, national stock number (NSN) or other

product identification number, description, price, and quantity of
property or services actually delivered or rendered

\(5\) Shipping and payment terms

\(6\) Name, title, phone number, and complete mailing address

of responsible official to whom payment is to be sent.

The \"remit to\" address must correspond to the remittance

address in the Contract.

\(7\) Information necessary to enable the Government to make

payment by wire transfer

**(End of Clause)**

**I.11 552.232-77 PAYMENT BY GOVERNMENT COMMERCIAL PURCHASE CARD
(MAR 2000)**

**532.7003 (Orders through the SmallBizMall)**

(a) [Definitions]{.underline}.

"*Governmentwide commercial purchase card*" means a uniquely numbered
credit card issued by a contractor under GSA's Governmentwide Contract
for Fleet, Travel, and purchase Card Services to named individual
Government employees or entities to pay for official Government
purchases.

"*Oral order*" means an order placed orally either in person or by
telephone.

> \(b\) At the option of the Government and if agreeable to the
> Contractor, payments for orders oral or written orders may be made
> using the Governmentwide commercial purchase card.
>
> \(c\) The Contractor shall not process a transaction for payment
> through the credit card clearinghouse until the purchased supplies
> have been shipped or services performed. Unless the cardholder
> requests correction or replacement of a defective or faulty item under
> other contract requirements, the Contractor must immediately credit a
> cardholder\'s account for items returned as defective or faulty.
>
> \(d\) Payments made using the Governmentwide commercial purchase card
> are not eligible for any negotiated prompt payment discount. Payment
> made using a Government debit card will receive the applicable prompt
> payment discount.

**(End of Clause)**

SECTION J

**List of attachments**

[ATTACHMENT NO]{.underline}. [TITLE]{.underline}

> 1\. Labor Category Descriptions (29 pages)

2.  List of Acronyms (2 pages)

3.  Experience Format (1 Page)

4.  Company Profile (1 Page)

5.  Past Performance Questionnaire and Ratings

> (4 Pages)

6\. GSA Form 527 Instructional Letter

[The]{.underline} [following attachments are found in separate files in
this solicitation notice:]{.underline}

7.  GSA Form 527

8.  Addendum to Past Performance Questionnaire

> B-1. Pricing Schedules for Functional Area 1
>
> B-2. Pricing Schedules for Functional Area 2
>
> B-3. Pricing Schedules for Functional Area 3
>
> B-4. Pricing Schedules for Functional Area 4
>
> B-5. Pricing Schedules for Functional Area 5
>
> B-6. Pricing Schedules for Functional Area 6
>
> B-7. Pricing Schedules for Functional Area 7
>
> B-8. Pricing Schedules for Functional Area 8

**LABOR CATEGORY DESCRIPTIONS**

Sources for these descriptions include the Mercer Guide and other
industry references.

## FUNCTIONAL AREA 1 -- NAIC CODE 541511 -- Custom Computer Programming Services:

*CLIN 1 - Project Manager -- Senior:*

Responsible for all aspects of the development and implementation of
assigned projects and provides a single point of contact for those
projects. Takes projects from original concept through final
implementation. Interfaces with all areas affected by the project
including end users, computer services, and client services. Defines
project scope and objectives. Develops detailed work plans, schedules,
project estimates, resource plans, and status reports. Conducts project
meetings and is responsible for project tracking and analysis. Ensures
adherence to quality standards and reviews project deliverables. Manages
the integration of vendor tasks and tracks and reviews vendor
deliverables. Provides technical and analytical guidance to project
team. Recommends and takes action to direct the analysis and solutions
of problems.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN 2 -- Applications Systems Analyst/Programmer - Intermediate:*

Under general supervision, formulates and defines system scope and
objectives through research and fact-finding to develop or modify
moderately complex information systems. Prepares detailed specifications
from which programs will be written. Designs, codes, tests, debugs,
documents, and maintains those programs. Competent to work on most
phases of applications systems analysis and programming activities, but
requires instruction and guidance in other phases.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN 3 -- Applications Systems Analyst/Programmer - Senior:*

Under general direction, formulates and defines system scope and
objectives. Devises or modifies procedures to solve complex problems
considering computer equipment capacity and limitations, operating time,
and form of desired results. Prepares detailed specifications from which
programs will be written. Designs, codes, tests, debugs, and documents
those programs. Competent to work at the highest technical level of all
phases of applications systems analysis and programming activities. May
be responsible for completion of a phase of a project. Regularly
provides guidance and training to less-experienced analyst/programmers.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN 4 -- Database Analyst/Programmer - Intermediate:*

Under general supervision, designs, implements and maintains moderately
complex databases. Maintains database dictionaries and integration of
systems through database design. Competent to work on most phases of
database administration but may require some instruction and guidance in
other phases. Requires two years experience in the field.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN 5 -- Database Analyst/Programmer - Senior:*

Under general direction, designs, implements and maintains complex
database with respect to JCL, access methods, access time, device
allocation, validation checks, organization, protection and security,
documentation and statistical methods. Includes maintenance of database
dictionaries, overall monitoring of standards and procedures and
integration of systems through database design. Competent to work at the
highest level of all phases of database management. Requires three years
experience in the field.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN 6 -- Documentation Specialist - Intermediate:*

Under general supervision, prepares and/or maintains systems,
programming, and operations documentation, including user manuals.
Maintains a current internal documentation library. Competent to work on
most phases of documentation.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN 7 -- Documentation Specialist - Senior:*

Under general supervision, is responsible for preparing and/or
maintaining systems, programming, and operations documentation,
procedures, and methods including user manuals and reference manuals.
Maintains a current internal documentation library. Provides or
coordinates special documentation services as required. Competent to
work at the highest level of all phases of documentation. May act as
project leader for large positions.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN 8 -- Graphics Specialist:*

Responsible for graphics design and use, operation, and setup of
computer graphic systems for business communications. Executes graphic
projects and assists in coordination of all graphic production
scheduling. Coordinates production support with outside vendors, as
needed. Ensures that graphic projects are completed on time, within
budget, and to user's satisfaction. Interfaces with users to determine
scope of project and best graphic medium. Trains other personnel in
proper use of computer graphic equipment. Troubleshoots computer
equipment problems and performs minor preventive maintenance. Frequently
reports to a department manager or information systems management.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN 9 -- Quality Assurance Analyst - Intermediate:*

Under general supervision, carries out procedures to ensure that all
information systems, products and services meet minimum organization
standards and end-user requirements. Thoroughly tests software to ensure
proper operation and freedom from defects. Documents and works to
resolve all problems. Reports progress on problem resolution to
management. Devises improvements to current procedures and develops
models of possible future configurations. Performs workflow analysis and
recommends quality improvements. Frequently reports to a Quality
Assurance Manager.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN 10 -- Quality Assurance Analyst - Senior:*

Under general direction, carries out procedures to ensure that all
information systems, products and services meet organization standards
and end-user requirements. Performs and leads tests of software to
ensure proper operation and freedom from defects. May create test data
for applications. Documents and works to resolve all complex problems.
Reports progress on problem resolution to management. Devises
improvements to current procedures and develops models of possible
future configurations. Acts as information resource about assigned areas
to technical writers and other Quality Assurance Analysts. Performs
complex workflow analysis and recommends quality improvements.
Frequently reports to a Quality Assurance Manager.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN 11 -- Software Architect:*

Works independently designing and developing new software products or
major enhancements to existing software. May lead a large development
team in the design of highly complex software systems. Acts as
highest-level technical expert, addressing problems of systems
integration, compatibility, and multiple platforms. Responsible for
project completion. Performs feasibility analysis on potential future
projects to management.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN 12 -- Software Developer - Intermediate:*

Under general supervision, develops codes, tests, and debugs new
software or enhancements to existing software. Has good understanding of
business applications. Works with technical staff to understand problems
with software and resolve them. Resolves customer complaints with
software and responds to suggestions for improvements and enhancements.
May assist in development of software user manuals. Requires two years
experience in the field.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN 13 -- Software Developer - Senior:*

Under general direction, participates as high-level technical expert in
design development, coding, testing, and debugging new software or
significant enhancements to existing software. Works with technical
staff to understand problems with software and develops specifications
to resolve them. Resolves customer complaints and responds to
suggestions for improvements and enhancements. Participates in the
development of software user manuals. May act as team leader on less
complex projects. Assists in training less experienced software
development staff. Requires five years experience in the field.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN 14 -- Software Systems Engineer - Intermediate:*

Under general supervision, works from specifications to develop or
modify moderately complex software programming applications. Assists
with design, coding, benchmark testing, debugging, and documentation of
programs. Applications generally deal with utility programs, position
control language, macros, subroutines, and other control modules.
Competent to work on most phases of software systems programming
applications, but requires instruction and guidance in other phases.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN 15 -- Software Systems Engineer --Senior:*

Under general direction, formulates and defines specifications for
complex operating software programming applications or
modifies/maintains complex existing applications using engineering
releases and utilities from the manufacturer. Designs, codes, tests,
debugs, and documents those programs. Responsible for applications
dealing with the overall operating system, such as sophisticated file
maintenance routines, large telecommunications networks, computer
accounting, and advanced mathematical/scientific software packages.
Competent to work at this highest technical level on all phases of
software systems programming applications. May have responsibility for
the evaluation of new and existing software products. May assist other
systems programmers to effectively utilize the system's technical
software.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN 16 -- Technical Editor*

Responsible for content of technical documentation. Checks author's
document for spelling, grammar and content problems (e.g., missing
instructions or sections; redundant or unnecessary sections). Accuracy
of content may fall under this position or the programmer, depending on
the expertise of the editor. Ensures that documents follow the style
laid out in the organization's style guide. May also be responsible for
maintaining the style guide. Suggests revisions to the style guide as
appropriate. Editor is often a technical writer who has moved to this
position. Note: This description is for a technical editor in a large
software house or an editor in a technical lab, which produces papers
for publication. Newsletter, newspaper, or magazine editors should not
be matched to this position.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN 17 -- Web Software Developer*

Designs, develops, troubleshoots, debugs, and implements software code
(such as HTML, CGI, and JavaScript) for a component of the website.
Works with graphic designers and other members of a project team to
develop the site concept, interface design, and architecture of the
website. Responsible for interface implementation. Integrates web
applications with backend databases. Deploys large web-based transaction
systems using application servers. Researches, tests, builds, and
coordinates the integration of new products per production and client
requirements. Requires strong navigation and site-design instincts.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

## FUNCTIONAL AREA 2 -- NAIC CODE 541512 -- Computer Systems Design Services:

*CLIN 1 - Project Manager -- Senior:*

Responsible for all aspects of the development and implementation of
assigned projects and provides a single point of contact for those
projects. Takes projects from original concept through final
implementation. Interfaces with all areas affected by the project
including end users, computer services, and client services. Defines
project scope and objectives. Develops detailed work plans, schedules,
project estimates, resource plans, and status reports. Conducts project
meetings and is responsible for project tracking and analysis. Ensures
adherence to quality standards and reviews project deliverables. Manages
the integration of vendor tasks and tracks and reviews vendor
deliverables. Provides technical and analytical guidance to project
team. Recommends and takes action to direct the analysis and solutions
of problems.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN 2 - Client/Server Network Architect:*

Top-level technical expert responsible for design and development of a
client/server environment. Develops strategy of client/server system and
the design infrastructure necessary to support that strategy. Advises on
selection of technological purchases with regards to processing, data
storage, data access, and applications development. Sets standards for
the client/server relational database structure for the organization
(SQL, ORACLE, SYBASE, etc.). Advises of feasibility of potential future
projects to management.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN 3 -- Data Architect:*

Under general supervision, works in a data warehouse environment, which
includes data design, database architecture, metadata, and repository
creation. Translates business needs into long-term architecture
solutions. Defines, designs, and builds dimensional databases.
Responsible for developing data warehousing blueprints, evaluating
hardware and software platforms, and integrating systems. Evaluates
reusability of current data for additional analyses. Conducts data
cleaning to rid the system of old, unused, or duplicate data. Reviews
object and data models and the metadata repository to structure the data
for better management and quicker access. Typically requires two to four
years of experience.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN 4 -- ERP Business Analyst - Intermediate:*

Under general supervision, serves as subject matter expert associated
with content, processes, and procedures associated with enterprise
applications. Applies functional knowledge to design and customize
workflow systems that provide seamless integration for client/server
applications. Writes functional requirements, develops test plans, and
works with production issues.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN 5 -- ERP Business Analyst - Senior:*

Under general direction, serves as senior subject matter expert
associated with content, processes, and procedures associated with ERP.
Defines detailed requirements, analyzes business needs, and validates
solutions with the client. Details requirements through product
development and other functions to support the project team. Monitors
other business analysts in software development methods and processes
and implementation of those methods. Evaluates development projects and
assists in tailoring the development process to meet the project needs.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN 6 -- ERP Programmer:*

Under general supervision, works primarily in ERP client/server
enterprise application. Designs and develops all aspects of data
conversion. Builds application tables, panels, and reports. Codes
individual modules and complex functions. Develops application tables,
panels, and reports for projects. Responsible for software integration
and external interface development. Troubleshoots and resolves testing
issues. Responsible for technical documentation.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN 7 -- Information Services Consultant:*

Top-level technical expert supporting unlimited end user groups. Works
with user groups to solve business problems with available technology
including hardware, software, databases, and peripherals. Requires high
level of diverse technical experience related to studying and analyzing
systems needs, systems development, systems process analysis, design,
and re-engineering. Has skills and experience related to business
management, systems engineering, operations research, and management
engineering. Typically requires specialization in particular software or
business application utilized in an end user environment. Keeps abreast
of technological developments and applications.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN 8 -- Information Systems Training Specialist - Intermediate:*

Under general supervision, organizes and conducts moderately complex
training and educational programs for information systems or user
personnel. Maintains records of training activities, employee progress,
and program effectiveness. Competent to work on most phases of
information systems training.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN 9 -- Information Systems Training Specialist - Senior:*

Under general direction, organizes, prepares, and conducts complex
training and educational programs for information systems or user
personnel. May design and develop in-house programs. Maintains records
of training activities, employee progress, and program effectiveness.
Competent to work at the highest level of all phases of information
systems training.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN 10 -- LAN Administrator - Intermediate:*

Under general supervision, responsible for the acquisition,
installation, maintenance, and usage of the organization's local area
network. Manages LAN performance and maintains LAN security. Ensures
that security procedures are implemented and enforced. Installs all
network software. Evaluates, develops and maintains telecommunications
systems. Troubleshoots LAN problems. Establishes and implements LAN
policies, procedures, and standards and ensures their conformance with
information systems and organization objectives. Trains users on LAN
operation. Typically requires two to four years of experience.
Frequently reports to a PC support manager or Senior LAN Administrator.

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*CLIN 11 -- LAN Administrator - Senior:*

Under general direction, responsible for administration and day-to-day
operation of organization's local area network (LAN). Provides
integrated team support and maintenance of LAN hardware and software.
Maintains integrity of the LAN hardware and software. Installs LAN
software upgrades, including planning and scheduling, testing and
coordination. Studies vendor products to determine those which best meet
organization needs; assists in presentation of information to management
resulting in purchase, and installation of hardware, software, and
telecommunications equipment. Performs LAN security procedures,
including implementing login requests. Evaluates new products and
technologies to determine impact on existing system configurations.
Prepares proposals, cot/benefit analyses, and feasibility studies.
Provides liaison support between the PC/LAN team, vendors and internal
support group as needed. Typically requires five to seven years of
experience. Frequently reports to an information systems executive.

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*CLIN 12 -- LAN/WAN Integrator:*

Responsible for the overall integration of the enterprise-wide network
including the planning, design, installation, maintenance, management,
and coordination of the corporate LAN/WAN (may include local,
metropolitan, and wide area networks). Has responsibility for technical
architecture and recommendations related to LAN/WAN. Is typically a
top-level technical contributor with advanced knowledge and experience
in the area of local and wide area networking, communications, and
related hardware/software. Maintains high level of technical expertise
and studies vendor products to determine those which best meet
organization needs. Presents information to management, which may result
in the purchase and installation of hardware, software, and
telecommunications equipment. Recommends network security procedures and
policies. Knowledgeable in a multi-platform operating environment. May
work with Voce and/or Data Communications Analysts.

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*CLIN 13 -- Network Engineer - Intermediate:*

Under general supervision, oversees the purchase, installation, and
support of network communications, including LAN/WAN systems. Works on
problems of diverse scope where analysis of situation requires
evaluation and judgment. Responsible for evaluating current systems.
Assists in the planning of large-scale systems projects through vendor
comparison and cost studies. Requires thorough knowledge of LAN/WAN
systems, networks, and applications. Typically requires two to five
years of experience.

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*CLIN 14 -- Network Engineer - Senior:*

Under general direction, manages the purchase, installation, and support
of network communications, including LAN/WAN systems. Responsible for
evaluating current systems. Works on complex problems where analysis of
situation requires in-depth evaluation of various factors. Plans
large-scale systems projects through vendor comparison and cost studies.
Provides work leadership and training to lower level network engineers.
Requires expert knowledge of LAN/WAN systems, networks, and
applications. Typically requires at least five years of experience.

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*CLIN 15 -- PC/LAN Management Analyst - Intermediate:*

Under general supervision, works closely with business and management
and staff on LAN support, network design, and configuration in a
multi-server environment. Responsible for the installation/configuration
and support of client servers, application support software, and
implementation of new business software applications. Participates with
client in the installation/configuration of equipment and software.
Analyzes and coordinates resolution of network problems. Provides
technical support and guidelines to client and systems areas through
documentation. Requires experience with Token Ring.

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*CLIN 16 -- PC/LAN Management Analyst - Senior:*

Under general direction, provides consultation to business area
management and staff at the highest technical level for all aspects of
PC/LAN design and configuration in a multi-server environment. Plans and
coordinates the installation of new or modified Local Area Networks and
installs and coordinates the resolution of network problems or
malfunctions. Provides technical support and guidelines to client and
systems areas through documentation. Requires experience with Token
Ring.

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*CLIN 17 -- Systems Administrator - Intermediate:*

Under general supervision, responsible for installing, configuring, and
maintaining operating system workstations and servers, including web
servers, in support of business processing requirements. Performs
software installations and upgrades to operating systems and layered
software packages. Schedules installations and upgrades and maintains
them in accordance with established IT policies and procedures. Monitors
and tunes the system to achieve optimum performance levels. Ensures
workstation/server data integrity by evaluating, implementing, and
managing appropriate software and hardware solutions. Ensures data/media
recoverability by implementing a schedule of system backups and database
archive operations. Supports media management through internal methods
and procedures or through offsite storage and retrieval services.
Develops and promotes standard operating procedures. Conducts routine
hardware and software audits of workstations and servers to ensure
compliance with established standards, policies, and configuration
guidelines. Develops and maintains a comprehensive operating system
hardware and software configuration database/library of all supporting
documentation.

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*CLIN 18 -- Systems Administrator - Senior:*

Under general direction, responsible for activities related to system
administration. Assigns personnel to various projects, directs their
activities, and evaluates their work. Ensures long-term requirements of
systems operations and administration are included in the overall
information systems planning of the organization. Responsible for the
installation, maintenance, configuration, and integrity of computer
software. Implements operating system enhancements that will improve the
reliability and performance of the system.

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*CLIN 19 -- UNIX Systems Administrator:*

Responsible for the installation, configuration, and maintenance of UNIX
operating systems. Recognizes and troubleshoots problems with server
hardware and applications software. Establishes and documents standards
and procedures for management review. Requires extensive knowledge of
computer operations and familiarity with shell and kernel programming.
Typically requires two to four years of experience.

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## FUNCTIONAL AREA 3 -- NAIC CODE 541513 -- Computer Facilities Management Services:

*CLIN 1 -* *Project Manager -- Senior:*

Responsible for all aspects of the development and implementation of
assigned projects and provides a single point of contact for those
projects. Takes projects from original concept through final
implementation. Interfaces with all areas affected by the project
including end users, computer services, and client services. Defines
project scope and objectives. Develops detailed work plans, schedules,
project estimates, resource plans, and status reports. Conducts project
meetings and is responsible for project tracking and analysis. Ensures
adherence to quality standards and reviews project deliverables. Manages
the integration of vendor tasks and tracks and reviews vendor
deliverables. Provides technical and analytical guidance to project
team. Recommends and takes action to direct the analysis and solutions
of problems.

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*CLIN 2 --* *Client/Server Support Analyst:*

Under general supervision, assists with personal computer operating
systems software and communication system software. Designs, tests, and
maintains personal computer systems. Responsible for analyzing and
solving personal computer-related problems. Responsible for security,
integrity, and reliability of personal computer systems. Tests and
integrates new hardware, systems and modifications to existing equipment
and systems. Performs research/investigations, analysis, design,
testing, and installation of supported hardware and software. Schedules
installation of new hardware and software and modifications to existing
systems. Monitors performance of hardware and its capacity in all
assigned locations. Recommends and implements enhancements to existing
hardware and systems.

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*CLIN* *3* *--* *Computer Operations Manager:*

Responsible for all activities relating to the operation of centralized
data processing equipment and peripheral information systems equipment.
Establishes detailed schedules for the utilization of all equipment in
the computer operations section to obtain maximum utilization. Assigns
personnel to various operations and directs their activities. Reviews
and evaluates work and prepares performance reports. Confers with and
advises subordinates on administrative policies and procedures,
technical problems, priorities, and methods. Consults with personnel in
other information systems sections to coordinate activities. Prepares
activity and progress reports regarding the computer operations section.
Frequently reports to a Director of Information Systems Operations.

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*CLIN* *4* *-- Help Desk* *Coordinator - Intermediate:*

Under general supervision, responds to and diagnoses problems through
discussions with users. Includes problem recognition, research,
isolation, and resolution steps. Typically is able to resolve less
complex problems immediately, while more complex problems are assigned
to senior level support. May involve use of problem management database
and help desk systems.

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*CLIN* *5* *-- Help Desk* *Coordinator - Senior:*

Under general direction, responsible for ensuring the timely process
through which problems are controlled. Includes problem recognition,
research, isolation, resolution, and follow-up steps. Requires
experience and understanding of MIS environment. Typically involves use
of problem management database and help desk system. May provide
guidance/training for less-experienced personnel.

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*CLIN* *6* *-- Help Desk Manager:*

Has overall responsibility for help desk operations associated with the
identification, prioritization and resolution of reported problems.
Ensures that all phases of help desk support are properly coordinated,
monitored, logged, tracked and resolved appropriately. May maintain
responsibility for development, maintenance and integrity of help desk
software. Requires 3 years experience in the field.

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*CLIN* *7* *-- Help Desk* *Support Services Specialist - Intermediate:*

Under general supervision, provides second-tier support to end users for
either PC, server, or mainframe applications and hardware. Handles
problems that the first-tier of help desk support is unable to resolve.
May interact with network services, software systems engineering, and/or
applications development to restore service and/or identify and correct
core problem. Simulates or recreates user problems to resolve operating
difficulties. Recommends systems modifications to reduce user problems.
Maintains currency and high level of technical skill in field of
expertise. Escalates more complex problems to senior level.

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*CLIN* *8* *-- Help Desk* *Support Services Specialist - Senior:*

Under general direction, provides second-tier support to end users for
either PC, server, or mainframe applications and hardware. Handles
problems that the first-tier of help desk support is unable to resolve.
May interact with network services, software systems engineering, and/or
applications development to restore service and/or identify and correct
core problem. Simulates or recreates user problems to resolve operating
difficulties. Recommends systems modifications to reduce user problems.
Maintains currency and highest level of technical skill in field of
expertise.

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*CLIN* *9* *--* *LAN/WAN Administrator:*

Monitors LAN, WAN, and servers. Provides batch monitoring, tape back-up,
and restoration. Responsibilities include performing data configuration
and installation of routers and firewalls. Administers mail system and
implements new database architecture. Monitors and conducts performance
evaluation of networks. Supports, installs, maintains, and troubleshoots
all local area and wide area networking devices and related software for
branch offices and internal and external networks.

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*CLIN* *10* *--* *Network Operations Supervisor:*

Provides first level guidance/direction (either as a full-time
supervisory position or on a project management basis) to network
operation and maintenance analysts, technicians, and/or engineers.
Performs technical analysis of complex software, hardware, and
transmission facility using various diagnostic tools in support of
efficient network operations. Provides guidance/direction for
engineering efforts and test and evaluation programs. Performs on-site
engineering when required. Typically requires five years of experience
in operations, maintenance, and sustained engineering of LAN to WAN
internetworking. Frequently reports to a Regional Manager or Operations
Manager.

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*CLIN* *11* *--* *Operations/Technical Support Manager:*

Responsible for all activities relating to technical guidance for
planning, directing, and monitoring information systems operations.
Plans and recommends machine modifications or additional equipment to
increase the capacity of the system. Prepares operational cost estimates
for current and proposed projects. Evaluates vendor proposals for
purchases of hardware. May manage related outsourcing contracts and
service levels. Directs compilation of records and reports concerning
production, machine malfunctioning, and maintenance. May advise or
consult on organizational, procedural, and workflow plans, methods, and
procedures analysis. Analyzes the results of workflow plans, monitors
the operating system(s) and recommends changes to improve processing and
utilization. May have departmental staff responsibility. Frequently
reports to an Information Systems Operations Manager or Director of
Information Systems Operations.

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*CLIN* *12* *--* *PC Products Analyst:*

Under general supervision, analyzes and evaluates microcomputer products
and systems available in the marketplace. Analyzes such products for
compatibility, expandability, and ease of use and support. Recommends to
management the support or nonsupport of evaluated products. Participates
in the development and customization of products. Designs application
options/screens compatible with mainframe applications. Prepares product
development documentation regarding use of product. Frequently reports
to a PC Support Manager.

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*CLIN* *13* *--* *PC Systems Specialist:*

Under general supervision, performs analytical, technical, and
administrative work in the planning, design, and installation of new and
existing personal computer systems. Works on moderately complex
applications. Confers with end users to determine types of hardware and
software required. Writes programs to fulfill requirements or selects
appropriate off-the-shelf software and modifies to suit. May maintain or
utilize telecommunications protocols. Installs new hardware and
maintains existing hardware. Trains end users in use of equipment and
software. Frequently reports to a PC Support Manager.

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## FUNCTIONAL AREA 4 -- NAIC CODE 518210 -- Data Processing, Hosting and Related Services:

*CLIN 1 - Project Manager -- Senior:*

Responsible for all aspects of the development and implementation of
assigned projects and provides a single point of contact for those
projects. Takes projects from original concept through final
implementation. Interfaces with all areas affected by the project
including end users, computer services, and client services. Defines
project scope and objectives. Develops detailed work plans, schedules,
project estimates, resource plans, and status reports. Conducts project
meetings and is responsible for project tracking and analysis. Ensures
adherence to quality standards and reviews project deliverables. Manages
the integration of vendor tasks and tracks and reviews vendor
deliverables. Provides technical and analytical guidance to project
team. Recommends and takes action to direct the analysis and solutions
of problems.

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*CLIN 2 -- Data* *Entry Supervisor:*

Supervises all data entry activities. Assigns work to personnel and
directs activities. Reviews and evaluates work and prepares performance
reports. Frequently reports to a Computer Operations Manager or
Production Control Supervisor.

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*CLIN* *3* *-- Data Warehousing Administrator:*

Coordinates the data administration technical function for both data
warehouse development and maintenance. Plans and oversees the technical
transitions between development, testing, and production phases of the
workplace. Facilitates change control, problem management, and
communication among data architects, programmers, analysts and
engineers. Establishes and enforces processes to ensure a consistent,
well-managed and well-integrated data warehouse infrastructure. Expands
and improves data warehouse to includes data from all functions of the
organization using data manipulation, transformation and cleansing
tools. Requires three yeas of experience in the field.

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*CLIN* *4* *-- Data Warehousing Analyst:*

Works in a data warehouse environment, which includes data design,
database architecture, metadata and repository creation. Reviews data
loaded into the data warehouse for accuracy. Responsible for the
development, maintenance and support of an enterprise data warehouse
system and corresponding data marts. Troubleshoots and tunes existing
data warehouse applications. Conducts research into new data warehouse
applications and determines viability for adoption. Assists in
establishing development standards. Evaluates existing subject areas
stored in the data warehouse. Incorporates existing subject areas into
an enterprise model. Creates new or enhanced components of the data
warehouse. Requires two years experience in the field.

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*CLIN* *5* *-- Data Warehousing* *Programmer:*

Responsible for product support and maintenance of the data warehouse.
Performs data warehouse design and construction. Codes and documents
scripts and stored procedures. Designs/implements data strategy methods.
Develops appropriate programs and systems documentation. Assists with
Meta data repository management. Prepares/implements data verification
and testing methods for the data warehouse. Creates index and view
scripts. Requires two years experience in the field.

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*CLIN* *6* *-- Data Warehousing* *Project Manager:*

Works in a data warehouse environment, which includes data design,
database architecture, metadata and repository creation. Responsible for
leading data warehouse team in development and enhancements of the data
warehouse user interface. Establishes user requirements. Creates new
standards and procedures related to end user and internal interface
development. Works with Data Architect on technical issues and system
architecture definition. Translates high-level work plans and converts
to detailed assignments for team members. Monitors status of assignments
and reviews work for completion and quality. Typically requires more
than five years of experience.

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*CLIN* *7* *-- Database Administrator:*

Participates in the design, creation, and maintenance of computerized
databases. Responsible for quality control and auditing of databases to
ensure accurate and appropriate use of data. Works with management to
develop database strategies to support company needs. Consults with and
advises users on access to various databases. Works directly with users
to resolve data conflicts and inappropriate data usage. Directs the
maintenance and use of the corporate data dictionary. Typically requires
two to four years of experience.

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*CLIN* *8* *-- Database Manager:*

Responsible for all activities related to the administration of
computerized databases. Assigns personnel to various projects and
directs their activities. Reviews and evaluates work and prepares
performance reports. Confers with and advises subordinates on
administrative policies and procedures, technical problems, priorities,
and methods. Consults with and advises users of various databases.
Projects long-range requirements for database administration in
conjunction with other managers in the information systems function as
well as business function managers. Prepares activity and progress
reports regarding the database management section. Typically requires
five to seven years of experience.

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*CLIN* *9* *--* *Web Operations Manager:*

Responsible for ongoing oversight of web strategy and operations.
Develops business plan and annual budget for website function.
Accountable for budget, staff planning, management, and product and
service delivery. Oversees operational activities of the website(s) with
specific attention aimed at content creation and website maintenance.
Typically requires experience with web technologies and web page design.

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## FUNCTIONAL AREA 5 -- NAIC CODE 541519 -- Other Computer Related Services:

*CLIN 1 - Project Manager -- Senior:*

Responsible for all aspects of the development and implementation of
assigned projects and provides a single point of contact for those
projects. Takes projects from original concept through final
implementation. Interfaces with all areas affected by the project
including end users, computer services, and client services. Defines
project scope and objectives. Develops detailed work plans, schedules,
project estimates, resource plans, and status reports. Conducts project
meetings and is responsible for project tracking and analysis. Ensures
adherence to quality standards and reviews project deliverables. Manages
the integration of vendor tasks and tracks and reviews vendor
deliverables. Provides technical and analytical guidance to project
team. Recommends and takes action to direct the analysis and solutions
of problems.

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*CLIN 2* *--* *Business Process Consultant:*

Responsible for most complex systems process analysis, design, and
simulation. Requires highest-level understanding of organization's
business systems and industry requirements. Focus is on process analysis
and re-engineering, with an understanding of technical problems and
solutions as they relate to the current and future business environment.
Creates process change by integrating new processes with existing ones
and communicating these changes to impacted Business Systems teams.
Recommends and facilitates quality improvement efforts. May lead
re-engineering team and act as project manager in some cases.

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*CLIN 3 -- Business Systems Analyst - Intermediate:*

Under general supervision, formulates and defines systems scope and
objectives through research and fact-finding combined with an
understanding of applicable business systems and industry requirements.
With this knowledge, develops or modifies moderately complex information
systems. Includes analysis of business and user needs, documenting
requirements, and revising existing system logic difficulties as
necessary. Guides and advises less-experienced Business Systems
Analysts. Competent to work in some phases of systems analysis and
considers the business implications of the application of technology to
the current business environment.

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*CLIN 4 -- Business Systems Analyst - Senior:*

Under general direction, formulates and defines systems scope and
objectives based on both user needs and a good understanding of
applicable business systems and industry requirements. Devises or
modifies procedures to solve complex problems considering computer
equipment capacity and limitations, operating time, and form of desired
results. Includes analysis of business and user needs, documentation of
requirements, and translation into proper system requirement
specifications. Guides and advises less-experienced Business Systems
Analysts. Competent to work at the highest technical level of most
phases of systems analysis while considering the business implications
of the application of technology to the current and future business
environment.

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*CLIN* *5* *--* *Business Systems Specialist* *:*

Top-level technical contributor with expertise in particular business
processes responsible for formulating systems scope and objectives
relative to the organization's business plan and industry requirements.
Acts independently or as a member of a project team responsible for
providing technical guidance concerning the business implications of the
application of various systems. Provides technical consulting on complex
projects. Devises and/or modifies procedures to solve the most complex
technical problems related to computer equipment capacity and
limitations, operating time, and form of desired results. Creates
detailed specifications from which programs will be written. May have
quality assurance responsibilities.

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*CLIN* *6* *--* *Data Security Administration Manager:*

Directs and implements the necessary controls and procedures to
cost-effectively protect information systems assets from intentional or
inadvertent modification, disclosure, or destruction. Provides guidance
and direction for the physical protection of information systems assets
to other functional units. Provides reports to superiors regarding
effectiveness of data security and makes recommendations for the
adoption of new procedures. Assigns work to subordinates, monitors
performance, and conducts performance appraisals. Interviews and makes
recommendations for additional staff.

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*CLIN* *7* *--* *Data Security Analyst - Intermediate* *:*

Under general supervision, performs all procedures necessary to ensure
the safety of information systems assets and to protect systems from
intentional or inadvertent access or destruction. Interfaces with user
community to understand their security needs and implements procedures
to accommodate them. Ensures that user community understands and adheres
to necessary procedures to maintain security. Conducts accurate
evaluation of the level of security required. Provides management with
status reports. Frequently reports to a Data Security Administration
Manager.

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*CLIN* *8* *--* *Data Security* *Analyst - Senior* *:*

Under general direction, performs all procedures necessary to ensure the
safety of information systems and to protect systems from intentional or
inadvertent access or destruction. Interfaces with user community to
understand their security needs and implements procedures to accommodate
them. Ensures that user community understands and adheres to necessary
procedures to maintain security. May require familiarity with domain
structures, user authentication, and digital signatures. Conducts
accurate evaluation of the level of security required. May require
understanding of firewall theory and configuration. Must be able to
weigh business needs against security concerns and articulate issues to
management.

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*CLIN* *9* *-- Disaster Recovery Administrator:*

Under general supervision, responsible for the overall security and
integrity of organizational electronic data, data systems, and data
networks. Designs and administers programs to include policies,
standards, guidelines, training programs, and a viable quality assurance
process for disaster recovery. Oversees and reviews the testing and
implementation of software, data systems, and data networks to ensure
that the integrity and security of all electronic data and data systems
are adequately protected. Oversees and facilitates the preparation of an
organization-wide business resumption plan. Responsible for ensuring the
business resumption plan adequately addresses the organization's
requirements and established time frames. Responsible for day-to-day
security administration of the organization's data systems and data
networks including systems access administration. Typically requires
five or more years of experience in disaster recovery/business
resumption planning.

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*CLIN* *10* *-- Disaster Recovery Analyst:*

Responsible for security and integrity of assigned electronic data, data
systems, and data networks. Designs and administers programs to include
policies, standards, guidelines, training programs and a viable quality
assurance process for disaster recovery. Oversees and reviews the
testing and implementation of software, data systems and data networks
to insure that the integrity and security of all electronic data and
data systems are adequately protected. Oversees and facilitates the
preparation of an organization-wide business resumption plan.
Responsible for insuring the business resumption plan adequately
addresses the organization\'s requirements and established time frames.
Requires five years experience in the field.

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*CLIN* *11* *--* *Groupware Specialist* *:*

Responsible for the implementation, maintenance, and support of
organization messaging system. May work closely with first tier support
staff to solve system problems. Ensures smooth integration of all
groupware systems in a particular environment. Provides technical
support on local groupware replication and client dial-up access issues.
Prepares documentation that will assist in the maintenance of the
groupware system. May serve as an internal consultant to developers,
assisting them in the area of server supports, security, ID files, and
other development issues that will aid the process. Requires solid
working knowledge of WANs, LANs, and telecommunication concepts as they
relate to the groupware system and database replication.

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*CLIN* *12* *--* *Information Services Consultant:*

Top-level technical expert supporting unlimited end user groups. Works
with user groups to solve business problems with available technology
including hardware, software, databases, and peripherals. Requires high
level of diverse technical experience related to studying and analyzing
systems needs, systems development, systems process analysis, design,
and re-engineering. Has skills and experience related to business
management, systems engineering, operations research, and management
engineering. Typically requires specialization in particular software or
business application utilized in an end user environment. Keeps abreast
of technological developments and applications.

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*CLIN* *13* *--* *Information Systems Auditor - Intermediate* *:*

Under general supervision, audits moderately complex new and existing
information systems applications to ensure that appropriate controls
exist, that processing is efficient and accurate, and that systems and
procedures are in compliance with corporate standards. Competent to work
on most phases of information systems auditing.

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*CLIN* *14* *--* *Information Systems Auditor - Senior* *:*

Under general direction, audits the most complex new and existing
information systems applications to ensure that appropriate controls
exist, that processing is efficient and accurate, and that information
systems procedures are in compliance with corporate standards. Competent
to work at the highest level of all phases of information systems
auditing.

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*CLIN* *15* *--* *LAN Support Technician - Intermediate* *:*

Under general supervision, monitors and responds to technical control
facility hardware and software problems utilizing hardware and software
testing tools and techniques. May interface with vendor support service
groups to ensure proper escalation during outages or periods of degraded
system performance. May assist with installation of terminals and
associated hardware. May provide LAN server support. Requires strong
knowledge of PC/LAN communications hardware/software, in a
multi-protocol environment, and network management software. Typically
requires two to four years experience in data communications
troubleshooting.

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*CLIN* *16* *--* *LAN Support Technician - Senior:*

Under general direction, monitors and responds to complex technical
control facility hardware and software problems utilizing a variety of
hardware and software testing tools and techniques. Provides primary
interface with vendor support service groups or provides internal
analysis and support to ensure proper escalation during outages or
periods of degraded system performance. May provide LAN server support.
Requires extensive knowledge of PC/LAN communications hardware/software
in a multi-protocol environment and network management software. May
function as lead position providing guidance and training for
less-experienced technicians. Typically requires at least four years of
experience in data communications troubleshooting.

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*CLIN* *17* *--* *Network Planning Manager:*

Responsible for long-term strategic planning to ensure network capacity
meets current and future network requirements including planning for
remote hardware and communications facilities, development and
implementation of methodologies for system analysis, installation, and
support. Defines and develops methodology to ensure compatibility of all
software and hardware products at each facility. Provides ongoing
coordination in the analysis, acquisition, and installation of remote
hardware and software. May supervise Network Planning Analysts.
Typically requires six to eight years of experience. Frequently reports
to a Telecommunications Department Director/Manager or Planning and
Engineering Manager.

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## FUNCTIONAL AREA 6 -- NAIC CODES 516110 -- Internet Publishing and Broadcasting:

*CLIN 1 - Project Manager -- Senior:*

Responsible for all aspects of the development and implementation of
assigned projects and provides a single point of contact for those
projects. Takes projects from original concept through final
implementation. Interfaces with all areas affected by the project
including end users, computer services, and client services. Defines
project scope and objectives. Develops detailed work plans, schedules,
project estimates, resource plans, and status reports. Conducts project
meetings and is responsible for project tracking and analysis. Ensures
adherence to quality standards and reviews project deliverables. Manages
the integration of vendor tasks and tracks and reviews vendor
deliverables. Provides technical and analytical guidance to project
team. Recommends and takes action to direct the analysis and solutions
of problems.

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*CLIN 2 --* *Electronic Data Interchange (EDI) Manager:*

Responsible for daily electronic data interchange (EDI) operations of an
organization. Develops and executes strategies for Internet-based
interchange capabilities. Coordinates and implements new EDI methods and
systems and enhances and upgrades the existing systems. Finds EDI
solutions for business operations. Establishes and maintains
communications and trading partner routings, including online orders and
fulfillment systems. Audits the quality of data provided, provides
security and backup, and ensures system disaster recovery processes are
in place. Resolves trading partner's technical problems involving EDI.
Develops technical design documentation. Ensures customer/vendor
agreements meet legal requirements. Responsible for internal training of
EDI and related staff.

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*CLIN* *3* *--* *Electronic Data Interchange (EDI) Specialist:*

Provides support for EDI database analysis, design, and operations.
Establishes and maintains communications within organization and with
partners. Conducts and managers product evaluations. Provides product
installation, configuration, and training. Performs systems maintenance
to update records, specifications, and operating procedures of partner
systems. Maintains EDI account transaction activities. Frequently
reports to an Electronic Data Interchange Manager.

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*CLIN* *4* *-- Web Content Administrator:*

Responsible for developing and providing content that will motivate and
entertain users so that they regularly access the website and utilize it
as a major source for information and decision making. Responsible for
managing/performing website editorial activities including gathering and
researching information that enhances the value of the site. Locates,
negotiates and pursues content. Seeks out customers to gather feedback
for website improvement and enhancements. Requires experience in
production management, web page design, HTML and web graphics types and
standards. Requires two years of experience in this field.

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*CLIN* *5* *-- Web Designer:*

Under direct supervision, designs and builds web pages using a variety
of graphics software applications, techniques, and tools. Designs and
develops user interface features, site animation, and special effects
elements. Contributes to the design group's efforts to enhance the
appeal of the organization's online offerings. Designs the website to
support the organization's strategies and goals relative to external
communications. Typically requires one to three years of experience in
the area of web design. Requires knowledge of web-based technologies
including browsers ASP pages, HTML code, object-oriented technology, and
graphics software.

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*CLIN* *6* *-- Web* *Marketing Manager* *:*

Responsible for developing and implementing the organization's web
strategies for promoting products and services through strategic
marketing on the website. Responsible for assisting in the creation and
implementation of the web marketing plan. Works closely with design and
content management team to ensure site meets marketing objectives.
Monitors site access patterns to adjust strategies and plans. Requires
understanding of web technologies.

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*CLIN* *7* *-- Web* *Operations Manager* *:*

Responsible for ongoing oversight of web strategy and operations.
Develops business plan and annual budget for website function.
Accountable for budget, staff planning, management, and product and
service delivery. Oversees operational activities of the website(s) with
specific attention aimed at content creation and website maintenance.
Requires experience with web technologies and web page design.

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*CLIN* *8* *-- Web* *Project Manager* *:*

Serves as project manager of a development team responsible for
planning, developing, and deploying websites including preparation of
text, graphics, audio, and video for web pages. Works directly with
partners and clients to determine project scope and specifications.
Coordinates the work of design and development teams to implement online
designs. Reviews progress, manages resources, and ensures overall
quality of completed website. Typically requires experience in
management and understanding of web technologies.

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*CLIN* *9* *-- Web* *Security Administrator* *:*

Under general supervision, performs all procedures necessary to ensure
the safety of the organization's website and transactions across the
Internet including the protection of confidential order information and
external business-to-business connections. Applies Internet firewall and
encryption technologies to maintain organizational and customer
security. Ensures that the user community understands and adheres to
established security procedures. Updates and deletes users, monitors and
performs follow-up compliance violations, and develops security policies
and practices and guidelines. Requires experience in Firewall/DMZ design
and implementation.

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*CLIN* *10* *-- Web* *Software Developer* *:*

Designs, develops, troubleshoots, debugs, and implements software code
(such as HTML, CGI, and JavaScript) for a component of the website.
Works with graphic designers and other members of a project team to
develop the site concept, interface design, and architecture of the
website. Responsible for interface implementation. Integrates web
applications with backend databases. Deploys large web-based transaction
systems using application servers. Researches, tests, builds, and
coordinates the integration of new products per production and client
requirements. Requires strong navigation and site-design instincts.
Requires development experience in web-based languages.

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*CLIN* *11* *-- Web* *Technical Administrator:*

Under general supervision, responsible for achieving overall technical
integrity of organization's website. Maintains and upgrades hardware and
software including website technical architecture related to hardware
and telecommunication connectivity. Administers e-mail, chat and FTP
services. Communicates router configuration changes and troubleshoots
system errors and bugs. Maintains servers, creates monitoring reports
and logs, and ensures functionality of links. Creates tools to ease
production process. Automates routine procedures. Works on system-level
services to ensure proper patch levels on applications and operating
systems. Monitors database integrity. Monitors site for acceptable
performance and user accessibility. Establishes backups and monitors
site security. Typically requires experience in systems technologies.

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## FUNCTIONAL AREA 7 -- NAIC CODE 519190 -- All Other Information Services:

*CLIN 1 -* *Project Manager -- Senior:*

Responsible for all aspects of the development and implementation of
assigned projects and provides a single point of contact for those
projects. Takes projects from original concept through final
implementation. Interfaces with all areas affected by the project
including end users, computer services, and client services. Defines
project scope and objectives. Develops detailed work plans, schedules,
project estimates, resource plans, and status reports. Conducts project
meetings and is responsible for project tracking and analysis. Ensures
adherence to quality standards and reviews project deliverables. Manages
the integration of vendor tasks and tracks and reviews vendor
deliverables. Provides technical and analytical guidance to project
team. Recommends and takes action to direct the analysis and solutions
of problems.

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*CLIN 2* *--* *Data Communications Manager -- Planning & Implementation*
*:*

Ensures that adequate and appropriate planning is provided for remote
hardware and communications facilities to develop and implement
methodologies for analysis, installation, and support of distributed
processing client/server systems. Provides coordination in the analysis,
acquisition, and installation of hardware, software, and facilities.
Manages the training and efforts of a staff engaged in system and
network planning, analysis and monitoring activities. Typically requires
eight to ten years of experience in software/hardware LAN and WAN
network design and analysis. Frequently reports to a Telecommunications
Department Director/Manager or Planning and Engineering Manager.

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*CLIN* *3* *--* *Electronic Data Interchange (EDI) Manager* *:*

Responsible for daily electronic data interchange (EDI) operations of an
organization. Develops and executes strategies for Internet-based
interchange capabilities. Coordinates and implements new EDI methods and
systems and enhances and upgrades the existing systems. Finds EDI
solutions for business operations. Establishes and maintains
communications and trading partner routings, including online orders and
fulfillment systems. Audits the quality of data provided, provides
security and backup, and ensures system disaster recovery processes are
in place. Resolves trading partner's technical problems involving EDI.
Develops technical design documentation. Ensures customer/vendor
agreements meet legal requirements. Responsible for internal training of
EDI and related staff.

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*CLIN* *4* *--* *Electronic Data Interchange (EDI) Specialist:*

Provides support for EDI database analysis, design, and operations.
Establishes and maintains communications within organization and with
partners. Conducts and managers product evaluations. Provides product
installation, configuration, and training. Performs systems maintenance
to update records, specifications, and operating procedures of partner
systems. Maintains EDI account transaction activities. Frequently
reports to an Electronic Data Interchange Manager.

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*CLIN* *5* *--* *Information* *Center* *Consultant:*

Under general supervision of Information Center Manager, may support
unlimited end user groups. Works with users to solve problems with
available technology including hardware, software and peripherals.
Studies and analyzes systems needs, trains users on software and
hardware, handles troubleshooting, and provides quality assurance review
of user systems. Acts as project manager, typically performs time
estimates, and regularly reviews status of projects. May have
specialization in particular software that would be utilized in an end
user environment. Keeps abreast of technological developments and may
install new hardware and software for user groups. Frequently reports to
an Information Center Manager.

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*CLIN* *6* *-- Information Center Specialist:*

Under general direction, advises and assists users in problem-solving
activities using information center tools. Assists in the selection and
installation of information center tools. Evaluates new and existing
software products. Competent to work at the highest technical level of
all phases of information center activities.

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*CLIN* *7* *-- Information Systems* *Training Specialist - Intermediate*
*:*

Under general supervision, organizes and conducts moderately complex
training and educational programs for information systems or user
personnel. Maintains records of training activities, employee progress,
and program effectiveness. Competent to work on most phases of
information systems training.

*CLIN* *8* *-- Information Systems* *Training Specialist - Senior:*

Under general direction, organizes, prepares, and conducts complex
training and educational programs for information systems or user
personnel. May design and develop in-house programs. Maintains records
of training activities, employee progress, and program effectiveness.
Competent to work at the highest level of all phases of information
systems training.

*CLIN* *9* *--* *Quality Assurance Analyst - Intermediate* *:*

Under general supervision, carries out procedures to ensure that all
information systems, products and services meet minimum organization
standards and end-user requirements. Thoroughly tests software to ensure
proper operation and freedom from defects. Documents and works to
resolve all problems. Reports progress on problem resolution to
management. Devises improvements to current procedures and develops
models of possible future configurations. Performs workflow analysis and
recommends quality improvements. Frequently reports to a Quality
Assurance Manager.

*CLIN* *10* *--* *Quality Assurance Analyst - Senior:*

Under general direction, carries out procedures to ensure that all
information systems, products and services meet organization standards
and end-user requirements. Performs and leads tests of software to
ensure proper operation and freedom from defects. May create test data
for applications. Documents and works to resolve all complex problems.
Reports progress on problem resolution to management. Devises
improvements to current procedures and develops models of possible
future configurations. Acts as information resource about assigned areas
to technical writers and other Quality Assurance Analysts. Performs
complex workflow analysis and recommends quality improvements.
Frequently reports to a Quality Assurance Manager.

## FUNCTIONAL AREA 8 -- NAIC CODE 517110 -- Wired Telecommunications Carriers 

*CLIN 1 -* *Project Manager -- Senior:*

Responsible for all aspects of the development and implementation of
assigned projects and provides a single point of contact for those
projects. Takes projects from original concept through final
implementation. Interfaces with all areas affected by the project
including end users, computer services, and client services. Defines
project scope and objectives. Develops detailed work plans, schedules,
project estimates, resource plans, and status reports. Conducts project
meetings and is responsible for project tracking and analysis. Ensures
adherence to quality standards and reviews project deliverables. Manages
the integration of vendor tasks and tracks and reviews vendor
deliverables. Provides technical and analytical guidance to project
team. Recommends and takes action to direct the analysis and solutions
of problems.

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*CLIN 2 --* *Communications Analyst -* *Intermediate:*

Under general supervision, assists Senior Level Communications Analyst
or Department Manager in the planning, design, and implementation of
communications networks. Responsible for providing assistance and
technical support for network design activities. Assists in the
review/assessment of user needs. May conduct feasibility studies for
projects. May assist in the evaluation and selection of equipment.
Typically requires two to four years experience in telecommunications
with particular emphasis in traffic engineering and network design.
Frequently reports to Data/Voice Communications Management or Internal
Communications Systems Consultant.

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*CLIN* *3* *--* *Communications Analyst - - Senior:*

Under general direction, assists in the planning, design, and
implementation of communications networks. Responsible primarily for the
assessment and optimization of network design through review and
assessment of user needs. Conducts feasibility studies for large
projects, develops requests for proposal, evaluates vendor products, and
makes recommendations on selection. May function as lead position
providing guidance and training to less-experienced analysts. Typically
requires at least five years of experience in telecommunications with
strong emphasis in network design, traffic engineering, equipment
vendors, and carriers. Frequently reports to a Data/Voice Communications
Manager or Internal Communications Systems Consultant.

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*CLIN* *4* *--* *Data Communications Manager -- Planning &
Implementation:*

Ensures that adequate and appropriate planning is provided for remote
hardware and communications facilities to develop and implement
methodologies for analysis, installation, and support of distributed
processing client/server systems. Provides coordination in the analysis,
acquisition, and installation of hardware, software, and facilities.
Manages the training and efforts of a staff engaged in system and
network planning, analysis, and monitoring activities. Typically
requires eight to ten years of experience in software/hardware LAN and
WAN network design and analysis. Frequently reports to a
Telecommunications Department Director/Manager or Planning and
Engineering Manager.

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*CLIN* *5* *--* *Internal Communications Systems Consultant* *:*

Provides systems guidance for current and proposed investments in
telecommunications and network facilities and/or services from the
development of communications software through financial implementation
review. Researches present and future communication technologies. Works
closely with system users to provide direction/assistance in
identification and resolution of user problems. May supervise a group of
planning analysts responsible for research/technical assistance for the
user group. Typically requires eight to ten years of experience in
telecommunications with emphasis on systems analysis, LAN/WAN
telecommunications network design, and traffic engineering.

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*CLIN* *6* *--* *Network Planning Analyst -- Intermediate:*

Under general supervision, plans and evaluates moderately complex
existing network systems and makes recommendations for resources
required to maintain and/or expand service levels. Provides assistance
in network planning, engineering, architecture, and the development of
technical standards and interface applications. Evaluates new products
as assigned. Provides resolution for network problems. Typically
requires four to six years of experience in telecom networks. Frequently
reports to a higher Network Planning position or a Telecommunications
Department Director/Manager.

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*CLIN* *7* *--* *Network Planning Analyst - Senior* *:*

Under general direction, plans and evaluates complex existing network
systems and makes recommendations for resources required to maintain
and/or expand service levels. Provides highly skilled technical
assistance in network planning, engineering, and architecture. Develops
technical standards and interface applications, identifies and evaluates
new products, and provides resolution for network problems. May
interface with vendors to identify and purchase hardware and software.
May function as lead position for other Network Planning Analysts.
Typically requires six to eight years of experience in telecom networks.
Frequently reports to a Telecommunications Department Director/Manager
or a higher Network Planning position.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN* *8* *--* *Telecommunications Engineer/Analyst -- Intermediate:*

Under general supervision, responsible for moderately complex
engineering and/or analytical activities associated with one or more
technical areas within the telecom function (such as, but not limited
to, network design, engineering, implementation, or operations/user
support). Typically requires two to four years of technical telecom
experience.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN* *9* *-- Telecommunications Engineer/Analyst - Senior:*

Under general direction, responsible for complex engineering and/or
analytical tasks and activities associated with one or more technical
areas within the telecom function such as, but not limited to, network
design, engineering, implementation, or operations/user support.
Typically requires six to eight years of technical telecom experience.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN* *10* *-- Telecommunications* *Manager - Single Incumbent:*

A single incumbent position with broad management responsibility for all
areas of the telecommunications function. Manages and coordinates the
day-to-day planning, design, operations, and maintenance of the
telecommunications voice and/or data networks including client server
support consistent with customer needs, organization objectives, and
technological resources. Responsible for telecommunications strategic
and tactical planning. Coordinates with customers, vendors, and
corporate management. Responsible for department resource allocation.
May be responsible for billing systems. Interfaces with Senior/Executive
Management to coordinate telecommunications plans with organization's
business plan.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN* *11* *-- Telecommunications* *Manager - Multiple Incumbents:*

A multiple incumbent position with broad management responsibility for
all areas of the telecommunications function. Position may be structured
to address the needs of individual "customer" groups (e.g., organization
divisions or business lines) or may reflect total management
responsibilities (including planning, engineering, implementation, and
operations) for either voice or data communications in a separated
network environment. Manages/coordinates day-to-day planning, design,
operations, maintenance, and resource allocation including client server
support and strategic and tactical planning. Coordinates with customers,
vendors, and corporate management. May be responsible for billing
systems. Interfaces with Senior/Executive Management to coordinate
telecommunications plans with overall business plan. Frequently reports
to Telecommunications Management or information systems management.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN* *12* *-- Telecommunications* *Programmer/Systems Analyst -*
*Intermediate:*

Under general supervision, develops telecommunications solutions to
address user needs. May interface with users to define needs. Assists in
the design, development, and testing of communications software
interface programs. Usually involved in the implementation and testing
of projects. Requires knowledge of communication protocols, hardware,
and real-time operating system programming. Requires proficiency in one
or more programming languages such as Assembler, FORTRAN, or "C".
Typically requires two to four years of experience in telecommunications
programming.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN* *13* *-- Telecommunications* *Programmer/Systems Analyst -
Senior:*

Under general direction, develops telecommunications software solutions
to address user needs. Interfaces with users to define needs. Designs,
develops, and tests complex communications software interface programs.
Primary responsibilities usually include technical feasibility studies
and design phases of project. Requires strong knowledge of communication
protocols, hardware, and real time operating system programming. May
serve as project leader for lower level programmers. Requires high level
of proficiency in one or more programming languages such as Assembler,
FORTRAN, or "C". Typically requires four to six years of experience in
telecommunications programming.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN* *14* *--* *Voice Communications Administrator* *:*

Monitors and responds to facility hardware and software problems.
Assists vendor support service groups to ensure proper escalation during
outages or periods of degraded system performance. Makes phone system
additions, changes, and installs new station equipment. Requires
knowledge of monitoring equipment.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

*CLIN* *15* *--* *Voice Communications Manager -- Planning &
Implementation:*

Ensures that adequate and appropriate planning is provided for remote
hardware and communications facilities to develop and implement
methodologies for analysis, installation, and support of voice
communications systems. Provides coordination in the analysis,
acquisition, and installation of remote hardware and software.
Interfaces with internal and external customers and vendors to determine
system needs. Manages the training and efforts of a staff responsible
for system and network planning and analysis activities. May include
billing/chargeback responsibilities. Typically requires at least eight
to ten years of experience in software/hardware voice network design and
analysis usually in a telephone operating organization. Frequently
reports to a Telecommunications Department Director/Manager or Planning
and Engineering Manager.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**List of Acronyms**

ACT Accounting Control Transaction

ADR Alternative Dispute Resolution

ASP Application Service Provider

CAF Contract Access Fee

CO Contracting Officer

COR Contracting Officer's Representative

COTR Contracting Officer's Technical Representative

CR Client Representative

CRR Cost Recovery Report

CSC Client Support Center

ERP Enterprise Resource Planning

FA Functional Area

FAR Federal Acquisition Regulation

FAST This 8(a) set-aside contract vehicle!!

FTR Federal Travel Regulations

FTS Federal Technology Service

GFP Government Furnished Property

GSA General Services Administration

GSAM General Services Acquisition Manual

GSAR General Services Acquisition Regulation

GWAC Government Wide Agency Contract

IT Information Technology

ITM IT Manager

ITR IT Representative

ITSS IT Solutions Shop

JTR Joint Travel Regulations

MAIDIQ Multiple Award Indefinite-Delivery Indefinite-Quantity

NAICS North American Industrial Classification System

ODC Other Direct Cost

OGA Other Government Agency

OSP Order Selection Process

PCO Procuring Contracting Officer

RFQ Request for Quotation

SBA Small Business Administration

SBSDC Small Business Solutions Development Center

SCA Service Contract Act

SIC Standard Industrial Classification

**PREPARE ONE (1) experience format for each project example.**

**Maximum of 2 projects.**

EXPERIENCE FORMAT

Attachment 3

SOURCE SELECTION SENSITIVE INFORMATION

## Functional Area:\_\_\_\_\_\_\_\_\_\_\_\_ NAICS:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**1.** **Dollar Value of Project: \_\_\_\_\_\_\_\_\_\_\_\_**

**2. Government/Commercial Project: (please circle)**

**3.** **Year of project (within the last two years):
\_\_\_\_\_\_\_\_\_\_\_\_**

# With keeping in mind the NAICS codes definitions and 

# Corresponding Index Entries shown in Section C, clearly demonstrate the relationship of this project experience to the FA [in]{.underline} [250 words or less]{.underline}. Experience will be considered acceptable if it clearly demonstrates that the scope of the example project fell within the NAICS code and, conversely, will be found unacceptable if it is not clearly demonstrated.

**(Begin Narrative)**

COMPANY PROFILE FORMAT

Attachment 4

**SOURCE SELECTION SENSITIVE INFORMATION**

1.  

2.  Submit in 1 page (200 words or less) your profile following the
    Example Format below.

3.  Do not submit company logos/graphics or anything in header/footer
    areas.

4.  The Contract Manager referenced below is the person referred to in
    connection with title in Section H of the solicitation.

5.  **EXAMPLE FORMAT**

**Company Name**

**Address**

**City, State & Zip Code**

## Phone & FAX

**Graduation date from the 8(a) program
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

Contract Manager (CM) Phone: (123)-456-7890

CM FAX (123)-456-0000

CM EMAIL <me@mycompany.com>

Corporate GWAC Website [www.website.com](http://www.website.com/)

Socioeconomic Status (check all that apply): HUBZone \_\_\_\_\_

Veteran Owned \_\_\_\_\_

SDV Owned \_\_\_\_\_

Woman Owned \_\_\_\_\_

GWAC Functional Area's &

Contract Number GSA will fill this in

**History of the Company:**

**Products and Services Offered:**

PAST PERFORMANCE QUESTIONNAIRE

**[Attachment 5]{.underline}**

S O U R C E S E L E C T I O N S E N S I T I V E I N F O R M A T I O N

**Name of Offeror:**

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**Name of Customer:**

**Contract** **Number:**

**Contract Value:**

**Period of Performance:
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

**Functional Area(s):
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

**NAICS Code(s):
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

**The ratings below are supplied by the organization identified above,**
**and submitted by the offeror with their proposal.**

Answers to Questions 1-6 are based on information obtained from the
named organization, not the offeror. Ratings to be used are: Outstanding
= 5; Excellent = 4; Good = 3; Fair = 2; Poor = 1, and Unsatisfactory =
0. Ratings should be supported with the appropriate comments. Use only
whole numbers. Anything lower than an overall rating of 3 will
constitute an unacceptable level of risk. (See Section L.3.7.) Neutral
ratings for past performance will be assigned when there is no past
performance history available. Neutral ratings will not penalize the
offeror and will result in their offer being further evaluated.

1.  [Quality of Product or Service]{.underline} Rating:
    [\_\_\_\_]{.underline}

Comments.

2\. [Timeliness of Performance]{.underline} Rating: \_\_\_\_\_

Comments:

3\. [Business Relations]{.underline}: Rating: [\_\_\_\_\_]{.underline}

Comments:

4\. [Compliance with Price Estimates]{.underline}: Rating:
[\_\_\_\_\_]{.underline}

Comments:

5\. [Customer Satisfaction:]{.underline} Rating:
[\_\_\_\_\_]{.underline}

Comments:

6\. [Overall Performance:]{.underline} Rating: [\_\_\_\_\_]{.underline}

Comments:

7\. Would you do business with this company again? Yes / No

8\. Questionnaire completed by:

Name of Employee

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

Title

Mailing Address (Street Address)

(City, State, Zip)

Telephone and Fax Numbers

E-Mail Address

Signature of Employee Date

**RATING GUIDELINES**

  -----------------------------------------------------------------------
  *Summarize contractor performance in each of the rating areas. Assign
  each area a rating of 0 (Unsatisfactory), 1 (Poor), 2 (Fair), 3 (Good),
  4 (Excellent), 5 (Outstanding). Use the following instructions as
  guidance in making these evaluations.*

  -----------------------------------------------------------------------

+-------------+-------------+-------------+-------------+-------------+
| **          | **Quality   | **Price     | *           | **Business  |
| Criteria:** | of**        | Control**   | *Timeliness | Relations** |
|             |             |             | of          |             |
|             | **Product   |             | Pe          |             |
|             | or          |             | rformance** |             |
|             | Service**   |             |             |             |
+=============+=============+=============+=============+=============+
|             | -           | -   Record  | -   Met     | -           |
|             |             |     of      |     interim |   Effective |
|             | -           |             |             |             |
|             |  Compliance | forecasting |  milestones | management, |
|             |     with    |     and     |             |             |
|             |             |             | -           |   including |
|             |    contract | controlling | Reliability |     s       |
|             |     r       |     target  |             | ubcontracts |
|             | equirements |     prices  | -           |             |
|             |             |             |  Responsive | -   R       |
|             | -           | -           |     to      | easonable/c |
|             |    Accuracy |    Current, |             | ooper-ative |
|             |     of      |             |   technical |             |
|             |     reports |    accurate |             |    behavior |
|             |             |     and     |   direction |             |
|             | -   Ef      |             |             | -           |
|             | fectiveness |    complete | -           |  Responsive |
|             |     of      |             |   Completed |     to      |
|             |             |    billings |     on time |             |
|             |   personnel |             |             |    contract |
|             |             | -   R       |   including |     r       |
|             | -           | elationship |     wrap-up | equirements |
|             |   Technical |     of      |     and     |             |
|             |             |             |             | -   N       |
|             |  excellence |  negotiated |    contract | otification |
|             |             |     prices  |     adm     |     of      |
|             |             |     to      | inistration |             |
|             |             |     actuals |             |    problems |
|             |             |             | -   Met     |             |
|             |             | -   Price   |             | -           |
|             |             |     e       |    delivery | Flexibility |
|             |             | fficiencies |             |             |
|             |             |             |   schedules | -           |
|             |             |             |             |  Pro-active |
|             |             |             | -   No      |     vs.     |
|             |             |             |             |             |
|             |             |             |  liquidated |    reactive |
|             |             |             |     damages |             |
|             |             |             |             | -           |
|             |             |             |    assessed |   Effective |
|             |             |             |             |             |
|             |             |             |             | small/small |
|             |             |             |             |     di      |
|             |             |             |             | sadvantaged |
|             |             |             |             |             |
|             |             |             |             |    business |
|             |             |             |             |     sub     |
|             |             |             |             | contracting |
|             |             |             |             |     program |
+-------------+-------------+-------------+-------------+-------------+

+-------------+-------------+-------------+-------------+-------------+
| 0 -         | Non         | Ability to  | Delays are  | Response to |
| Uns         | c           | manage      | j           | inquiries,  |
| atisfactory | onformances | price       | eopardizing | technical/s |
|             | are         | issues is   | performance | ervice/admi |
|             | j           | j           | of contract | n-istrative |
|             | eopardizing | eopardizing | re          | issues is   |
|             | the         | performance | quirements, | not         |
|             | achievement | of contract | despite use | effective   |
|             | of contract | re          | of Agency   |             |
|             | re          | quirements, | resources   |             |
|             | quirements, | despite use |             |             |
|             | despite use | of Agency   |             |             |
|             | of Agency   | resources   |             |             |
|             | resources   |             |             |             |
+=============+=============+=============+=============+=============+
| 1 - Poor    | Overall     | Ability to  | Delays      | Response to |
|             | compliance  | manage      | require     | inquiries,  |
|             | requires    | price       | major       |             |
|             | major       | issues      | Agency      | te          |
|             | Agency      | requires    | resources   | chnical/ser |
|             | resources   | major       | to ensure   | vice/admin- |
|             | to ensure   | Agency      | achievement |             |
|             | achievement | resources   | of contract | istrative   |
|             | of contract | to ensure   | r           | issues is   |
|             | r           | achievement | equirements | marginally  |
|             | equirements | of contract |             | effective   |
|             |             | r           |             |             |
|             |             | equirements |             |             |
+-------------+-------------+-------------+-------------+-------------+

+-------------+-------------+-------------+-------------+-------------+
| 2 - Fair    | Overall     | Ability to  | Delays      | Response to |
|             | compliance  | control     | require     | inquiries,  |
|             | requires    | price       | minor       | te          |
|             | minor       | issues      | Agency      | chnical/ser |
|             | Agency      | requires    | resources   | vice/admin- |
|             | resources   | minor       | to ensure   |             |
|             | to ensure   | Agency      | achievement | istrative   |
|             | achievement | resources   | of contract | issues is   |
|             | of contract | to ensure   | r           | somewhat    |
|             | r           | achievement | equirements | effective   |
|             | equirements | of contract |             |             |
|             |             | r           |             |             |
|             |             | equirements |             |             |
+-------------+-------------+-------------+-------------+-------------+
| 3 - Good    | Overall     | Management  | Delays do   | Response to |
|             | compliance  | of price    | not impact  | inquiries,  |
|             | does not    | issues does | achievement | te          |
|             | impact      | not impact  | of contract | chnical/ser |
|             | achievement | achievement | r           | vice/admin- |
|             | of contract | of contract | equirements |             |
|             | r           | r           |             | istrative   |
|             | equirements | equirements |             | issues is   |
|             |             |             |             | usually     |
|             |             |             |             | effective   |
+-------------+-------------+-------------+-------------+-------------+

+-------------+-------------+-------------+-------------+-------------+
| 4 -         | There are   | There are   | There are   | Response to |
| Excellent   | no quality  | no price    | no delays   | inquiries,  |
|             | problems    | management  |             | te          |
|             |             | issues      |             | chnical/ser |
|             |             |             |             | vice/admin- |
|             |             |             |             |             |
|             |             |             |             | istrative   |
|             |             |             |             | issues is   |
|             |             |             |             | effective   |
+-------------+-------------+-------------+-------------+-------------+
| 5 -         | The         |             |             |             |
| Outstanding | contractor  |             |             |             |
|             | has         |             |             |             |
|             | d           |             |             |             |
|             | emonstrated |             |             |             |
|             | an          |             |             |             |
|             | outstanding |             |             |             |
|             | performance |             |             |             |
|             | level in    |             |             |             |
|             | any of the  |             |             |             |
|             | above four  |             |             |             |
|             | categories  |             |             |             |
|             | that        |             |             |             |
|             | justifies   |             |             |             |
|             | adding a    |             |             |             |
|             | point to    |             |             |             |
|             | the score.  |             |             |             |
|             | It is       |             |             |             |
|             | expected    |             |             |             |
|             | that this   |             |             |             |
|             | rating will |             |             |             |
|             | be used in  |             |             |             |
|             | those rare  |             |             |             |
|             | ci          |             |             |             |
|             | rcumstances |             |             |             |
|             | when        |             |             |             |
|             | contractor  |             |             |             |
|             | performance |             |             |             |
|             | clearly     |             |             |             |
|             | exceeds the |             |             |             |
|             | performance |             |             |             |
|             | levels      |             |             |             |
|             | described   |             |             |             |
|             | as          |             |             |             |
|             | Excellent.  |             |             |             |
+-------------+-------------+-------------+-------------+-------------+

ADDENDUM TO PAST PERFORMANCE QUESTIONNAIRE

**[Attachment 8]{.underline}**

S O U R C E S E L E C T I O N S E N S I T I V E I N F O R M A T I O N

**Name of Offeror:**

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**Name of Customer:**

**Contract** **Number:**

**Contract Value:**

**Period of Performance:
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

**Functional Area(s):
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

**NAICS Code(s):
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

This form must be completed by the offeror, attached to the applicable
Past Performance Questionnaire and submitted with the offeror's
proposal.

Please check which Functional Areas the Past Performance Questionnaire
applies to and indicate the dollar value that was associated with each
Functional Area.

\*Pursuant to Section L.3.7, the portion of the work performed under
**each** Functional Area must be valued at \$100,000 or more.

**Check all**

that apply Applicable FA \*Dollar Value

  -------------- -------------------------- ------------------------------
                 FA1 -- 541511              

                 FA2 -- 541512              

                 FA3 -- 541513              

                 FA4 -- 518210              

                 FA5 -- 541519              

                 FA6 -- 516110              

                 FA7 -- 519190              

                 FA8 -- 517110              
  -------------- -------------------------- ------------------------------

Please provide narrative as to how the project relates to each
Functional Area indicated above.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

![](media/image1.jpeg){width="0.9479166666666666in"
height="0.9479166666666666in"}**General Heartland Finance Center**

**Financial Information Control Division (6BCD)**

CREDIT AND FINANCE (6BCDC)

INSTRUCTIONAL LETTER GSA FORM 527

Solicitation Number:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

The contractor officer has requested our assessment of your financial
responsibility for the subject solicitation in accordance with the
Federal Acquisition Regulation 9.104-1. Please complete and return the
enclosed GSA Form 527, retaining a copy for your file. The information
provided will be held in confidence. You need not complete Section VI of
this form, unless you are bidding on a building construction or service
contract. **[All other sections of the form must be completed and THE
FORM MUST BE SIGNED AND DATED.]{.underline}**

Financial statements must be submitted on the legally liable entity and
should **[include both fiscal year end and the latest interim figures.
Copies of your financial statements may be submitted as attachments.
Please provide your accountant's report and notes, if
available.]{.underline}** Consolidated statements are not acceptable
unless they show financial results on the bidding entity, or are
accompanies by a corporate guaranty; contact our analyst for proper
wording and format. You may send any additional data that supports your
financial responsibility.

**[Bank and Trade Reference:]{.underline}** When completing Section IV
and V, it is important that you list complete addresses, names of
contacts, telephone numbers and telefax numbers. You may provide these
on the form or a separate sheet of paper. Make sure your bank is
authorized to answer our credit inquiry.

Your immediate attention to this request is necessary to avoid
processing delays. The requested information must be received by the
closing date of the solicitation to avoid having this case closed due to
nonresponse.

SECTION K

**REPRESENTATIONS, CERTIFICATIONS AND**

**OTHER STATEMENTS OF OFFERORS**

**K.1 52.252-2 Clauses Incorporated by Reference (FEB 1998)**

This contract 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.arnet.gov/far>

**FEDERAL ACQUISITION REGULATION (48 CFR CHAPTER 1)**

**SOLICITATION PROVISIONS**

# Provision No. Provision Title Date

52.203-11 Certification and Disclosure (APR 1991)

Regarding Payments to Influence

Certain Federal Transactions

**K.2 52.203-2 Certificate of Independent Price Determination (APR
1985)**

\(a\) The offeror certifies that\--

\(1\) The prices in this offer have been arrived at independently,
without, for the purpose of restricting competition, any consultation,
communication, or agreement with any other offeror or competitor
relating to (i) those prices, (ii) the intention to submit an offer, or
(iii) the methods or factors used to calculate the prices offered;

\(2\) The prices in this offer have not been and will not be knowingly
disclosed by the offeror, directly or indirectly, to any other offeror
or competitor before bid opening (in the case of a sealed bid
solicitation) or contract award (in the case of a sealed bid
solicitation) unless otherwise required by law; and

\(3\) No attempt has been made or will be made by the offeror to induce
any other concern to submit or not to submit an offer for the purpose of
restricting competition.

\(b\) Each signature on the offer is considered to be a certification by
the signatory that the signatory\--

\(1\) Is the person in the offeror\'s organization responsible for
determining the prices being offered in this bid or proposal, and that
the signatory has not participated and will not participate in any
action contrary to subparagraphs (a)(1) through (a)(3) of this
provision; or

(2)(i) Has been authorized, in writing, to act as agent for the
following principals in certifying that those principals have not
participated, and will not participate in any action contrary to
subparagraphs (a)(1) through (a)(3) of this
provision\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\[Insert full name of person(s) in the offeror\'s organization
responsible for determining the prices offered in this bid or proposal,
and the title of this or her position in the offeror\'s organization\];

\(ii\) As an authorized agent, does certify that the principals named in
subdivision (b)(2)(i) of this provision have not participated, and will
not participate, in any action contrary to subparagraphs (a)(1) through
(a)(3) of this provision; and

\(iii\) As an agent, has not personally participated, and will not
participate, in any action contrary to subparagraphs (a)(1) through
(a)(3) of this provision.

\(c\) If the offeror deletes or modifies subparagraphs (a)(2) of this
provision, the offeror must furnish with its offer a signed statement
setting forth in detail the circumstances of the disclosure.

**(End of Provision)**

**K.3 52.204-3 Taxpayer Identification (OCT 1998)**

\(a\) Definitions.

\"Common parent,\" as used in this provision, means that corporate
entity that owns or controls an affiliated group of corporations that
files its Federal income tax returns on a consolidated basis, and of
which the offeror is a member.

\"Taxpayer Identification Number (TIN),\" as used in this provision,
means the number required by the Internal Revenue Service (IRS) to be
used by the offeror in reporting income tax and other returns. The TIN
may be either a Social Security Number or an Employer Identification
Number.

\(b\) All offerors must submit the information required in paragraphs
(d) through (f) of this provision to comply with debt collection
requirements of 31 U.S.C. 7701(c) and 3325(d), reporting requirements of
26 U.S.C. 6041, 6041A, and 6050M, and implementing regulations issued by
the IRS. If the resulting contract is subject to the payment reporting
requirements described in Federal Acquisition Regulation (FAR) 4.904,
the failure or refusal by the offeror to furnish the information may
result in a 31 percent reduction of payments otherwise due under the
contract.

\(c\) The TIN may be used by the Government to collect and report on any
delinquent amounts arising out of the offeror\'s relationship with the
Government (31 U.S.C. 7701(c)(3)). If the resulting contract is subject
to the payment reporting requirements described in FAR 4.904, the TIN
provided hereunder may be matched with IRS records to verify the
accuracy of the offeror\'s TIN.

\(d\) Taxpayer Identification Number (TIN).

\[ \] TIN: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_.

\[ \] TIN has been applied for.

\[ \] TIN is not required because:

\[ \] Offeror is a nonresident alien, foreign corporation, or foreign
partnership that does not have income effectively connected with the
conduct of a trade or business in the United States and does not have an
office or place of business or a fiscal paying agent in the United
States;

\[ \] Offeror is an agency or instrumentality of a foreign government;

\[ \] Offeror is an agency or instrumentality of the Federal Government.

\(e\) Type of organization.

\[ \] Sole proprietorship;

\[ \] Partnership;

\[ \] Corporate entity (not tax-exempt);

\[ \] Corporate entity (tax-exempt);

\[ \] Government entity (Federal, State, or local);

\[ \] Foreign government;

\[ \] International organization per 26 CFR 1.6049-4;

\[ \] Other \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_.

\(f\) Common parent.

\[ \] Offeror is not owned or controlled by a common parent as defined
in paragraph (a) of this provision.

\[ \] Name and TIN of common parent:

Name \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

TIN \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**(End of Provision)**

**K.4 52.209-5 Certification Regarding Debarment, Suspension,**

**Proposed Debarment, and Other Responsibility Matters** **(DEC 2001)**

(a)(1) The Offeror certifies, to the best of its knowledge and belief,
that\--

\(i\) The Offeror and/or any of its Principals\--

\(A\) Are ( ) are not ( ) presently debarred, suspended, proposed for
debarment, or declared ineligible for the award of contracts by any
Federal agency;

\(B\) Have ( ) have not ( ), within a three-year period preceding this
offer, been convinced of or had a civil judgment rendered against them
for: commission of fraud or a criminal offense in connection with
obtaining, attempting to obtain, or performing a public (Federal, state,
or local) contract or subcontract; violation of Federal or state
antitrust statutes relating to the submission of offers; or commission
of embezzlement, theft, forgery, bribery, falsification or destruction
of records, making false statements, tax evasion, or receiving stolen
property; and

\(C\) Are ( ) are not ( ) presently indicted for, or otherwise
criminally or civilly charged by a government entity with, commission of
any of the offenses enumerated in subdivision (a)(1)(i)(B) of this
provision.

\(ii\) The Offeror has ( )has not ( ), within a three-year period
preceding this offer, had one or more contracts terminated for default
by any Federal agency.

\(2\) \"Principals,\" for the purposes of this certification, means
officers; directors; owners; partners; and, persons having primary
management or supervisory responsibilities within a business entity
(e.g., general manager; plant manager; head of a subsidiary, division,
or business segment, and similar positions).

THIS CERTIFICATION CONCERNS A MATTER WITHIN THE JURISDICTION OF AN
AGENCY OF THE UNITED STATES AND THE MAKING OF A FALSE, FICTITIOUS, OR
FRAUDULENT CERTIFICATION MAY RENDER THE MAKER SUBJECT TO PROSECUTION
UNDER SECTION 1001, TITLE 18, UNITED STATES CODE.

\(b\) The Offeror shall provide immediate written notice to the
Contracting Officer if, at any time prior to contract award, the Offeror
learns that its certification was erroneous when submitted or has become
erroneous by reason of changed circumstances.

\(c\) A certification that any of the items in paragraph (a) of this
provision exists will not necessarily result in withholding of an award
under this solicitation. However, the certification will be considered
in connection with a determination of the Offeror\'s responsibility.
Failure of the Offeror to furnish a certification or provide such
additional information as requested by the Contracting Officer may
render the Offeror nonresponsible.

\(d\) Nothing contained in the foregoing shall be construed to require
establishment of a system of records in order to render, in good faith,
the certification required by paragraph (a) of this provision. The
knowledge and information of an Offeror is not required to exceed that
which is normally possessed by a prudent person in the ordinary course
of business dealings.

\(e\) The certification in paragraph (a) of this provision is a material
representation of fact upon which reliance was placed when making award.
If it is later determined that the Offeror knowingly rendered an
erroneous certification, in addition to other remedies available to the
Government, the Contracting Officer may terminate the contract resulting
from this solicitation for default.

**(End of Provision)**

**K.5 52.215-6 Place of Performance (OCT 1997)**

\(a\) The offeror or respondent, in the performance of any contract
resulting from this solicitation, \[ \] intends, \[ \] does not intend
\[check applicable block\] to use one or more plants or facilities
located at a different address from the address of the offeror or
respondent as indicated in this proposal or response to request for
information.

\(b\) If the offeror or respondent checks \"intends\" in paragraph (a)
of this provision, it shall insert in the following spaces the required
information:

Place of Performance Name and Address of Owner

(Street Address, City, and Operator of the Plant or Facility

County, Zip Code) if Other than Offeror or Respondent

**(End of Provision)**

**K.6 52.219-1 Small Business Program Representations -- Alternate I
(APR 2002)**

(a)(1) The National American Industry Classification System (NAICS) for
this acquisition is 541511, 541512, 541513, 518210, 541519, 516110,
519190, 517110.

\(2\) The small business size standards are as follows:

yes/no

FA 1. 541511 \$21 Million \_\_\_\_\_\_

FA 2. 541512 \$21 Million \_\_\_\_\_\_

FA 3. 541513 \$21 Million \_\_\_\_\_\_

FA 4. 518210 \$21 Million \_\_\_\_\_\_

FA 5. 541519 \$21 Million \_\_\_\_\_\_

FA 6. 516110 500 Employees \_\_\_\_\_\_

FA 7. 519190 \$6 Million \_\_\_\_\_\_

FA 8. 517110 1500 Employees \_\_\_\_\_\_

\(3\) The small business size standard for a concern which submits an
offer in its own name, other than on a construction or service contract,
but which proposes to furnish a product which it did not itself
manufacture, is 500 employees.

\(b\) Representations. (1) The offeror represents as part of its offer
that it \[ \] is, \[ \] is not a small business concern.

\(2\) \[Complete only if the offeror represented itself as a small
business concern in paragraph (b)(1) of this provision.\] The offeror
represents, for general statistical purposes, that it \[ \] is, \[ \] is
not, a small disadvantaged business concern as defined in 13 CFR
124.1002.

\(3\) \[Complete only if the offeror represented itself as a small
business concern in paragraph (b)(1) of this provision.\] The offeror
represents as part of its offer that it \[ \] is, \[ \] is not a
women-owned small business concern.

\(4\) \[Complete only if the offeror represented itself as a small
business concern in paragraph (b)(1) of this provision.\] The offeror
represents as part of its offer that it \[ \] is, \[ \] is not a
veteran-owned small business concern.

\(5\) \[Complete only if the offeror represented itself as a
veteran-owned small business concern in paragraph (b)(4) of this
provision.\] The offeror represents as part of its offer that it \[ \]
is, \[ \] is not a service-disabled veteran-owned small business
concern.

\(6\) \[Complete only if the offeror represented itself as a small
business concern in paragraph (b)(1) of this provision.\] The offeror
represents, as part of its offer, that-

\(i\) It \[ \] is, \[ \] is not a HUBZone small business concern listed,
on the date of this representation, on the List of Qualified HUBZone
Small Business Concerns maintained by the Small Business Administration,
and no material change in ownership and control, principal office, or
HUBZone employee percentage has occurred since it was certified by the
Small Business Administration in accordance with 13 CFR part 126; and

\(ii\) It \[ \] is, \[ \] is not a joint venture that complies with the
requirements of 13 CFR part 126, and the representation in paragraph
(b)(6)(i) of this provision is accurate for the HUBZone small business
concern or concerns that are participating in the joint venture. \[The
offeror shall enter the name or names of the HUBZone small business
concern or concerns that are participating in the joint
venture:\_\_\_\_\_\_\_\_\_\_.\]

Each HUBZone small business concern participating in the joint venture
shall submit a separate signed copy of the HUBZone representation.

\(7\) \[Complete if offeror represented itself as disadvantaged in
paragraph (b)(2) of this provision.\] The offeror shall check the
category in which its ownership falls:

\_\_\_\_\_ Black American.

\_\_\_\_\_ Hispanic American.

\_\_\_\_\_ Native American (American Indians, Eskimos, Aleuts, or Native
Hawaiians).

\_\_\_\_\_ Asian-Pacific American (persons with origins from Burma,
Thailand, Malaysia, Indonesia, Singapore, Brunei, Japan, China, Taiwan,
Laos, Cambodia (Kampuchea), Vietnam, Korea, The Philippines, U.S. Trust
Territory of the Pacific Islands (Republic of Palau), Republic of the
Marshall Islands, Federated States of Micronesia, the Commonwealth of
the Northern Mariana Islands, Guam, Samoa, Macao, Hong Kong, Fiji,
Tonga, Kiribati, Tuvalu, or Nauru).

\_\_\_\_\_ Subcontinent Asian (Asian-Indian) American (persons with
origins from India, Pakistan, Bangladesh, Sri Lanka, Bhutan, the
Maldives Islands, or Nepal).

\_\_\_\_\_ Individual/concern, other than one of the preceding.

\(c\) Definitions. As used in this provision-

\"Service-disabled veteran-owned small business concern\"-

(1) Means a small business concern-

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(i) Not less than 51 percent of which is owned by one or more
    service-disabled veterans or, in the case of any publicly owned
    business, not less than 51 percent of the stock of which is owned by
    one or more service-disabled veterans; and

(ii) The management and daily business operations of which are
     controlled by one or more service-disabled veterans or, in the case
     of a veteran with permanent and severe disability, the spouse or
     permanent caregiver of such veteran.

\(2\) Service-disabled veteran means a veteran, as defined in 38 U.S.C.
101(2), with a disability that is service-connected, as defined in 38
U.S.C. 101(16).

\"Small business concern\" means a concern, including its affiliates,
that is independently owned and operated, not dominant in the field of
operation in which it is bidding on Government contracts, and qualified
as a small business under the criteria in 13 CFR part 121 and the size
standard in paragraph (a) of this provision.

\"Veteran-owned small business concern\" means a small business concern-

(1) Not less than 51 percent of which is owned by one or more veterans
    (as defined at 38 U.S.C. 101(2)) or, in the case of any publicly
    owned business, not less than 51 percent of the stock of which is
    owned by one or more veterans; and

\(2\) The management and daily business operations of which are
controlled by one or more veterans.

\"Women-owned small business concern\" means a small business concern-

(1) That is at least 51 percent owned by one or more women; or, in the
    case of any publicly owned business, at least 51 percent of the
    stock of which is owned by one or more women; and

(2) Whose management and daily business operations are controlled by one
    or more women.

\(d\) Notice.

(1) If this solicitation is for supplies and has been set aside, in
    whole or in part, for small business concerns, then the clause in
    this solicitation providing notice of the set-aside contains
    restrictions on the source of the end items to be furnished.

(2) Under 15 U.S.C. 645(d), any person who misrepresents a firm\'s
    status as a small, HUBZone small, small disadvantaged, or
    women-owned small business concern in order to obtain a contract to
    be awarded under the preference programs established pursuant to
    section 8(a), 8(d), 9, or 15 of the Small Business Act or any other
    provision of Federal law that specifically references section 8(d)
    for a definition of program eligibility, shall-

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(i) Be punished by imposition of fine, imprisonment, or both;

(ii) Be subject to administrative remedies, including suspension and
     debarment; and

\(iii\) Be ineligible for participation in programs conducted under the
authority of the Act.

**(End of Provision)**

**K.7 52.222-22 Previous Contracts and Compliance Reports (FEB 1999)**

The offeror represents that\--

\(a\) It \[ \] has, \[ \] has not participated in a previous contract or
subcontract subject the Equal Opportunity clause of this solicitation;

\(b\) It \[ \] has, \[ \] has not filed all required compliance reports;
and

\(c\) Representations indicating submission of required compliance
reports, signed by proposed subcontractors, will be obtained before
subcontract awards.

**(End of Provision)**

**K.8 52.222-25 Affirmative Action Compliance (APR 1984)**

The offeror represents that (a) it \[ \] has developed and has on file,
\[ \] has not developed and does not have on file, at each
establishment, affirmative action programs required by the rules and
regulations of the Secretary of Labor (41 CFR 60-1 and 60-2), or (b) it
\[ \] has not previously had contracts subject to written affirmative
action programs requirement of the rules and regulations of the
Secretary of Labor.

**(End of Provision)**

**K.9 52.222-38 Compliance with Veterans\' Employment Reporting
Requirements (Dec 2001)**

By submission of its offer, the offeror represents that, if it is
subject to the reporting requirements of 38 U.S.C. 4212(d) (i.e., if it
has any contract containing Federal Acquisition Regulation clause
52.222-37, Employment Reports on Special Disabled Veterans, Veterans of
the Vietnam Era, and Other Eligible Veterans), it has submitted the most
recent VETS-100 Report required by that clause.

**(End of Provision)**

**K.10 52.223-13 Certification of Toxic Chemical Release Reporting**

**(JUN 2003)**

\(a\) Submission of this certification is a prerequisite for making or
entering into this contract imposed by Executive Order 12969, August 8,
1995.

\(b\) By signing this offer, the offeror certifies that\--

\(1\) As the owner or operator of facilities that will be used in the
performance of this contract that are subject to the filing and
reporting requirements described in section 313 of the Emergency
Planning and Community Right-to-Know Act of 1986 (EPCRA) (42 U.S.C.
11023) and section 6607 of the Pollution Prevention Act of 1990 (PPA)
(42 U.S.C. 13106), the offeror will file and continue to file for such
facilities for the life of the contract the Toxic Chemical Release
Inventory Form (Form R) as described in sections 313(a) and (g) of EPCRA
and section 6607 of PPA; or

\(2\) None of its owned or operated facilities to be used in the
performance of this contract is subject to the Form R filing and
reporting requirements because each such facility is exempt for at least
one of the following reasons: \[Check each block that is applicable.\]

\[ \] (i) The facility does not manufacture, process, or otherwise use
any toxic chemicals listed under section 313(c) of EPCRA, 42 U.S.C.
11023(c);

\[ \] (ii) The facility does not have 10 or more full-time employees as
specified in section 313(b)(1)(A) of EPCRA, 42 U.S.C. 11023(b)(1)(A);

\[ \] (iii) The facility does not meet the reporting thresholds of toxic
chemicals established under section 313(f) of EPCRA, 42 U.S.C. 11023(f)
(including the alternate thresholds at 40 CFR 372.27, provided an
appropriate certification form has been filed with EPA);

\[ \] (iv) The facility does not fall within Standard Industrial
Classification Code (SIC) major groups 20 through 39 or their
corresponding North American Industry Classification System (NAICS)
sectors 31 though 33; or;

\[ \] (v) The facility is not located within any State of the United
States or its outlying areas.

**(End of Provision)**