**Request For Quote (RFQ) \# PR-HQ-07-13304**

Issue Date: October 24, 2007 Due Date: November 12, 2007

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

> FROM: USEPA, Mail Code: 3803R

Attn: Deborah Darry

1200 Pennsylvania Ave., NW

Washington, DC 20460

Phone: 202-564-4459

Fax: 205-265-2563

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

**Special Note:** This acquisition will be awarded on a competitive
basis under the GSA Federal Supply Schedule 70. The GSA Special Item
Number (SIN) determined most appropriate for this requirement is SIN
132-51 - Information Technology Professional Services, NAICS Code 541511
Custom Programming Services. The Government intends to award a single
T&M/Labor Hour task order on a "best value" basis from this RFQ**.** IT
IS OUR INTENT TO AWARD ON INITIAL OFFERS WITHOUT DISCUSISONS. The period
of performance for this task order is for five years, consisting of a
base period of two years from January 1, 2008 -- December 31, 2010 and
three option periods of one year each ending December 31, 2011, December
31, 2012, December 31, 2013.

Quotes must be received no later than **November 12, 2007, 3:00 p.m.
est.** The quotes may be mailed to Deborah Darry at
<darry.deborah@epa.gov>. The hand delivery address is USEPA, 6th Floor
Bid & Proposal Room (Ronald Reagan Bldg.), Attn: Deborah Darry, 1300
Pennsylvania Ave., Washington, D.C. 20460.
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**Statement of Work (SOW) :** Database and Integration Maintenance and
Development Services

(A) EPA requires support services as outlined in the attached SOW and
    schedule of deliverables. Price emphasis will be placed on best
    value to the Government, with special consideration of the realistic
    nature of the costs and respect to the technical effort required.

(B) Complete the following pricing summary. Refer to the Price Quotation
    Instructions (Attachment 2) for specifics on preparation of the
    price proposal.

(C) Submit a separate Technical Proposal. Refer to the Technical
    Proposal Instructions (Attachment 3) for specifics on preparation of
    the technical proposal. Technical questions will not be accepted
    after **5:00 p.m. est. on October 31, 2007**.

(D) Clauses and terms and conditions of the appropriate GSA Schedule
    will be incorporated by reference, by citing the applicable GSA
    Schedule number in the resulting award document. The special clauses
    under (Attachment 4) are applicable to this procurement and will be
    made a part of the resulting award document.

    \(E\) Submit a redacted copy of your GSA contract

Pricing Summary

Estimated Price for Total Period of Performance [\$ TBD]{.underline}

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

(Signature of Person Authorized to Sign the Proposal) DATE

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

(Printed or Typed Name of Above Person)

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

Company Tax Identification Number

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

Business Size

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

Payment Discount Terms or Net 30 Days

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

GSA Schedule Contract Number and Expiration Date

**Table of Contents**

RFQ Cover Page

Statement of Work (Attachment 1)

Price Quotation Instructions (Attachment 2)

Technical Proposal Instructions (Attachment 3)

Special Clauses (Attachment 4)

**[Attachment 1]{.underline}**

**SECTION C -- DESCRIPTION/SPECIFICATIONS/WORK STATEMENT**

**Database and Integration Maintenance and Development Services**

1.  Background

The Office of the Chief Financial Officer (OCFO) implemented the
Administrative Data Mart (ADAM) in FY 2005. ADAM is a dimensional
database which contains data from the Integrated Financial Management
System (IFMS) and other systems. It was developed to facilitate program
office reporting needs. ADAM is an Oracle database and is constructed
using the standard datamart star schema design of fact and dimension
tables. ADAM resides on a UNIX server located in EPA's National Computer
Center (NCC) in RTP, North Carolina. ADAM uses IBM WebSphere Business
Integration (WBI) software to update its data and to provide web
services. In addition it provides data to the OCFO Reporting and
Business Intelligence Tool (ORBIT) and to the EPA Portal.

2.  Scope

The objective of this task order is twofold. First, it is to acquire
maintenance support services for the operations of OCFO databases and
middleware. Second it is to acquire development support services to
enhance and extend ADAM and its associated middleware in particular and
OCFO's database, metadata, and data integration efforts in general.

3.  Period of Performance

The period of performance for this task order is for five years,
consisting of a base period of two years from January 1, 2008 --
December 31, 2010 and three option periods of one year each ending
December 31, 2011, December 31, 2012, December 31, 2013.

4.  Tasks

    1.  Maintenance Support Services

The Contractor shall operate and perform maintenance activities in
support of ADAM and other databases as and if they are added. This
includes supporting and trouble-shooting the data loads, updates, and
reconciliations to ensure that the processes complete on schedule and
without problems.

1 of 13

The Contractor shall operate and perform maintenance activities in
support of the WBI Integration Hub and the application interfaces it
supports and other middleware and interfaces as and if they are added.
This includes supporting and trouble-shooting the operation of the
middleware and related system interface operations.

The Contractor shall correct problems encountered during the operations
and maintenance activities. If the problem requires changes to the load
procedures, databases, or software, the contractor will develop a Work
Request for OCFO's review. Changes covered by Work Requests will be
completed under task 4.2.

The Contractor shall operate and perform maintenance activities in
support of the metadata management tool used by OCFO. This includes
supporting and trouble-shooting the operation of the tool and related
interfaces. Note that at the present time, this tool does not exist and
the selection and implementation of the tool is still in the planning
stages. Furthermore, the operation and maintenance of this tool may be
within the purview of the Office of Environmental Information (OEI).
However, OCFO expects that such a tool will exist, will interface with
our middleware and database systems, and the Contractor will, to the
extent that it is within the purview of OCFO, operate and maintain the
tool.

Lastly the Contractor shall test and stage or install updates including
database changes, updates to the middleware load and interface
instructions, and updates to the middleware, metadata, and database
software. Note that database changes and software updates are (at the
present time) tested and staged by the Contractor but updated by NCC
personnel.

The Contractor shall provide weekly reports on the status problems
encountered during the week or outstanding via electronic email. The
Contractor shall document the ongoing maintenance activities and the
progress of all software problem fixes in the monthly Status Report.
Lastly, the Contractor shall update any documentation affected by the
above activities. The Contractor shall outline and explain the changes
to be made via electronic mail. Actual updates to the documentation
shall be made quarterly unless the Contractor and the EPA agree that the
updates are needed sooner or are not needed during a particular quarter.

Note that at the present time, all databases are contained in a single
Oracle server. It is not anticipated that the database software will
change although additional servers may be supported under this contract.

Note that at the present time, the only middleware which will fall under
this contract is WebSphere Business Integrator operating on a single
server. It is anticipated that for certain tasks in the future,
Informatica will be added operating on its own server. Other middleware
has been contemplated for certain tasks but no decisions have been made.

**Deliverables**:

1.  Daily system statistics reports (see example: 01 DataMart Nightly
    Load from IFMS.pdf)

2.  Daily reconciliation reports (see example: 02 ADAM_IFMS
    Reconciliation.pdf and 03 Daily Reconciliation email attachment.pdf)

2 of 13

3.  Problem reports (open on occurrence, closed on resolution) (see
    example: 04 Email Problem Report Example.pdf)

4.  Weekly reports on problems (see example: 05 Weekly Problem Log
    Example.pdf)

5.  Test results for software fixes

6.  Migrated code

7.  Updated documentation, if applicable

```{=html}
<!-- -->
```
2.  Development Support Services

The Contractor shall assist the OCFO with planning, developing, and
implementing OCFO's database, metadata, and data integration. Direction
shall be delineated in Work Requests from the COR or their alternate to
the Contractor. Prior to beginning substantive work on a Work Request,
the Contractor shall assess the Work Request and provide a resource
estimate to the COR. Work Requests may be cancelled, modified, or
reprioritized at the discretion of the EPA.

The scope of the development effort will be determined based upon the
needs of OCFO at the time. This scope may include:

**Databases:**

1.  Enhancement or extension of ADAM

2.  Creation of other dimensional datamarts

3.  Creation of multi-dimensional databases (e.g. cubes)

4.  Creation of relational databases

5.  Initial loading of databases

**Integration:**

6.  Development of middleware to load databases

7.  Development of middleware to control business processes

8.  Development of middleware to access data

9.  Development of web services

10. Development of software to update and maintain databases

**Planning and Analysis:**

11. Development of research papers on data and integration issues

12. Development of metadata for databases and integration

13. Development of documentation of OCFO databases, systems, and
    processes

3 of 13

All development efforts shall follow the Agency's published standards
such as the EPA System Life Cycle requirements. Development efforts
other than documentation and research papers shall include appropriate
testing and necessary signoffs. Once these efforts are ready to be
implemented, they will be implemented under task 4.1 of this task order.

**Deliverables:**

Deliverables will be defined, as appropriate, for each Work Request. The
Contractor shall provide updates on the progress of Work Requests in the
monthly status meetings and reports. The Contractor shall update any and
all appropriate system documentation to reflect system changes. These
changes shall be made on a quarterly basis unless the Contractor and the
EPA agree that the updates are needed sooner or are not needed during a
particular quarter.

5.  Project Management Tasks

The Contractor shall provide all necessary services in support of
project planning and management in conformance with EPA's Systems
Development Life Cycle (SDLC) policies as described in EPA's Information
Resources Management (IRM) Policy Manual. The Contractor shall also
provide reports, hold status meetings, provide meeting documentation,
and provide other related project support as described below. The
Contractor shall utilize the change management process as described in
the ADAM CM Operational Procedures to manage changes throughout the life
cycle of the system. Note that the Contractor may propose changes to the
change management procedures and they may be modified by mutual
agreement between the Contractor and the EPA. Note also that the SDLC,
IRM, and CM procedures may change during the life of the contract at the
sole discretion of the EPA.

1.  Project Administration

The Contractor shall develop a draft Project Management Plan (PMP) for
completing the maintenance support services requirements in this
contract, documenting high-level project objectives, identifying key
milestones, deliverables, and resources for the task. The Contractor
shall develop and maintain the project plan using Microsoft Project. The
Contractor shall develop also develop similar draft PMPs for completing
major tasks under the development support services portion of this
contract. These shall be incorporated into the overall project plan in
MS Project. The MS Project plan shall include all the steps for all
parties (EPA and Contractor), resource estimates for those steps, and
start and end dates. The Contractor shall deliver a revised PMP and MS
Project plan that incorporates EPA comments. Upon acceptance by EPA, the
MS Project plan will be baselined and used to track the cost and
schedule for the contract activities. The Contractor shall update the MS
Project Plan with actual resource and milestones data and provide the
updated MS Project plan on a monthly basis.

The PMP and MS Project plan are intended to be the basis for the overall
earned value management requirements. Earned value management is a
project management tool that integrates the project scope of work with
schedule and cost elements for optimum project planning and control. The
qualities of earned value management systems are described in American
National Standards Institute (ANSI)/Electronic Industries Alliance (EIA)
Standard -748-1998, Earned Value

4 of 13

Management Systems (EVMS), approved May 19, 1998. The use of EVMS is now
a key requirement of the Office of Management and Budget for managing
development projects. The Contractor shall use an EVMS that meets the
ANSI/EIA Standard described above. The PMP must address Performance
Based Management requirements for project planning and control. A
performance-based management system (e.g., earned value) is to be
described and implemented to meet the cost, performance, and schedule
requirements throughout the task order execution.

**Deliverables**: **Submit to:**

1.  Draft Project Management Plan CO COR

2.  Revised Project Management Plan CO COR

3.  Draft Microsoft Project Plan CO COR

4.  Revised Microsoft Project Plan CO COR

```{=html}
<!-- -->
```
2.  Meetings, Reports, and Briefings CO COR

The Contractor shall prepare reports for and attend meetings in support
of this project including:

**Monthly Status Meetings:** The Contractor shall meet with the Contract
Officer Representative and appropriate EPA subject matter experts to
discuss project status and address any issues or concerns. The
Contractor and COR will mutually decide on the dates for the meetings.

**Monthly Status Reports:** The Contractor shall prepare and submit a
monthly status report to the Contracting Officer and the COR . The
Contractor shall also submit monthly updates of the actual cost and
schedule data elements and copies of invoices. The reports are due by
the10th business day of the subsequent month, the invoices are due
simultaneous with or prior to the official invoice submission to EPA.
Minimum content requirements on the monthly status reports are listed
below:

-   Funds expended and remaining balance, projections on any budget
    issues

-   A narrative summary of work accomplished during reporting period

-   An assessment of work compared to schedule and budget

-   Status of all ongoing activities in accordance with the Project
    Management Plan

-   Identification of problems and issues encountered and recommended
    solutions

-   Anticipated activity for the next reporting period

**Monthly EVM Reports:** The Contractor shall work with EPA to establish
EVM measurement criteria, including the Work Breakdown Structure level
to be used for tracking EVM, and the methodology for determining earned
values such as Budgeted Cost of Work Scheduled, Actual Cost of Work
Performed, Budgeted Cost for Work Performed, and Task Percent
Completion. The Contractor shall also provide monthly actual hours and
costs by labor categories. EVM reports shall be submitted at the same
time as the monthly status reports.

**Monthly Service Level Agreement Reports:** The Contractor shall
prepare and submit a report detailing the Contractor's Service Level
Agreement performance as detailed in Section 10.

5 of 13

**Monthly Performance Reports:** The Contractor shall provide a monthly
report with information on database load processes, integration
processes, system availability, and problem fixes in accordance with the
service level agreement and performance standards identified in Section
11 and 12 of this task order. The Contractor shall work with EPA to
determine the exact format and content of these reports.

**Monthly Updates to the MS Project Plan:** The Contractor shall provide
monthly updates to the MS Project plan.

**Monthly Report Formats:** The COR will approve the format of these
reports. The Contractor shall modify the format or subject content of
the reports at the direction of the COR. Additionally, the COR may
require the Contractor to submit ad hoc reports (oral or written) as
needed.

**Briefings:** In addition to the specific meetings described above, the
Contractor shall conduct briefings for EPA personnel and others as
specified by the COR.

**Problem Reports:** The Contractor shall immediately bring problems or
potential problems affecting performance to the attention of the COR and
those designated by the COR to receive Problem Reports. Problem Reports
may initially be verbal but should be submitted via email in a format
agreed upon by the Contractor and COR. Each Problem Report will be
tracked by the Contractor and problem resolution will be documented as
an addendum to the original Problem Report and submitted to the COR and
designees via email.

**Deliverables:** **Submit to:**

1.  Monthly Status Reports CO COR

2.  Monthly EVM Reports CO COR

3.  Monthly Service Level Agreement Reports CO COR

4.  Monthly Performance Reports CO COR

5.  Monthly MS Project Plan Updates CO COR

6.  Briefings CO COR

7.  Problem reports CO COR

```{=html}
<!-- -->
```
6.  Specific Skills, Knowledge, Experience and Abilities Required

The Contractor shall staff this contract according to the proposal
submitted. The key personnel identified in the proposal shall not be
replaced without the consent of the EPA to their replacements. The EPA
may request resumes or interviews of proposed replacements of key
personnel. All personnel may be required to undergo a security
investigation and sign agreements as required by the EPA including but
not limited to Nondisclosure Agreements and System Security Agreements.
Other than this, the Contractor is solely responsible for managing all
of the work performed under this task order, supervising all of its
personnel, and taking appropriate corrective measures for all
performance related problems in the course of performing assigned
duties.

6 of 13

Task Completion Criteria

Tasks performed as part of the development support services are
considered complete when all deliverables agreed to for the task have
been submitted to and accepted by the COR. If the deliverable is
rejected for any reason, the COR will provide a written explanation as
to the reason for the rejection of the deliverable. Tasks performed as
part of the maintenance support services are assumed to be ongoing
throughout the life of the contract.

7.  Conformance to Federal and EPA Policy and Standards

The Contractor shall abide by all EPA regulations, policies, and
procedures in effect during the period of performance. This includes all
changes as they evolve during the period of performance. At a minimum,
the Contractor shall conform to and abide by the following:

  ------------------------------ -------------------------------------------------------------
  **Federal Policies and         **Website**
  Regulations**                  

  Central Contractor             <http://www.ccr.gov/>
  Registration                   

  Government Paperwork           <http://www.whitehouse.gov/omb/memoranda/m96-20.html>
  Elimination Act                

  Section 508 Compliance         <http://www.access-board.gov/508.htm>

  Federal Information Security   <http://cscr.nist.gov/policies/FISMA-final.pdf>
  Management Act of 2002         

  Privacy Act Policies           <http://www.whitehouse.gov/omb/memoranda/m01-05.html>

  The Computer Security Act of   <http://www.csrc.nist.gov/csspab/csa_87.txt>
  1987                           

  OMB Circular A-130, Management <http://www.whitehouse.gov/omb/circulars/a130/a130.html>
  of Federal Information         
  Resources                      

  OMB Circular A-123, Internal   <http://www.whitehouse.gov/omb/circulars/a123/a123.html>
  Control Systems                

  OMB Circular A-127, Revised    <http://www.whitehouse.gov/omb/circulars/a127/a127.html>
  Financial Management Systems   

  OMB Memorandum on Agency       <http://www.whitehouse.gov/omb/memoranda/m97-16.html>
  Architecture Development       

  Federal Enterprise             <http://www.feapmo.gov/>
  Architecture Models            

  Federal Information Processing <http://www.itl.nist.gov/fipspubs/>
  Standards Publications (FIPS   
  PUBS)                          

  **EPA Policies and             
  Procedures**                   

  Information Resources          <http://www.epa.gov/irmpoli8/>
  Management (IRM) Policy Manual 

  Information Technology         <http://basin.rtpnc.epa.gov/nstsd/ITRoadmap.nsf>
  Architecture Roadmap (ITARM)   

  Information Security Manual    <http://intranet.epa.gov/rmpolicy/ads/manuals/Manual.pdf>
  2195A1                         

  NTSD Operational Policies      <http://intranet.epa.gov/otopintr/policies/directives.html>

  IRM Privacy Act Manual         <http://www.epa.gov/irmpoli8/priacyact/index.html>

  Enterprise and Administrative  <http://intranet.epa.gov/architec/docs.html>
  Architecture                   
  ------------------------------ -------------------------------------------------------------

7 of 13

8.  Security

    1.  Security Controls

The contractor shall provide and enforce the necessary security controls
according to the EPA Network Security Policy and NIST guidance. These
controls will be updated as new threats/vulnerabilities are identified
and as new technologies are implemented. NIST Special Publication 800-53
provides guidance on recommended security controls for federal
information systems to meet minimum security requirements for
information systems categorized in accordance with FIPS 199. NIST
Special Publication 800-36 provides guidance on the selection of
information security products. NIST Special Publication 800-35 provides
guidance on information technology security services. NIST Special
Publication 800-64 provides guidance on security considerations in the
system development life cycle. NIST Special Publication 800-23 provides
guidance on the acquisition and use of tested/evaluated information
technology products. Any documentation produced will include security
configuration settings and security implementation guidance. NIST
Special Publication 800-70 provides guidance on configuration settings
for information technology products.

The Contractor agrees to work with the designated security officials
within the EPA to ensure that appropriate security controls for the
system are in place.

2.  Security Clearance

Prior to commencement of work, Contractor personnel shall be required to
sign a "Certification of Confidentiality and Non-Disclosure" form.
Contractor personnel are also required to read and sign the EPA Security
Awareness Training agreement before they are granted network access.

The EPA's Personnel Security Branch (PSB) determines the level of
background investigation required for contractor personnel. The type of
investigation a contractor must undergo is determined by the duties they
will perform. OCFO requires all contractors be subject to the equivalent
level background investigation that their federal counterpart would have
to undergo if performing the same duties. The program office's
Information Security Officer (ISO), the Contracting Officer
Representative (COR) or Project Officer will coordinate with the PSB to
determine the appropriate type of investigation needed. The lowest
Office of Personnel Management (OPM) Risk/Sensitivity Level that OCFO
will accept is a National Agency Check with Inquiry (NACI).

To initiate this process, all contractors working for OCFO will be
required to complete an SF 85P Questionnaire for Public Trust Positions,
provide 2 FD 258 fingerprint cards and fill out a credit authorization
form. The ISO will provide the SF 85P form, or it can be obtained by
going to the OPM website: http://www.opm.gov/Forms/html/sf.asp . The ISO
will also provide the fingerprint cards and the credit authorization
forms.

Some contractor's positions will fall under the category of Moderate
Risk (MR) Public Trust. All contractors who fall under the MR Public
Trust category will require either a minimum

8 of 13

background investigation (MBI) or a limited background investigation
(LBI). The MBI includes a personal subject interview and all elements of
the National Agency Check (NAC), covering law enforcement checks for the
prior 5 years and credit checks for the prior 7 years. The LBI consists
of the NAC, personal subject interview, and personal interviews with
sources covering specific areas of the subject's background for the
prior 3 years; law enforcement checks cover the prior 5 years and credit
checks cover the prior 7 years."

Upon receipt of proper paperwork, the EPA will initiate the background
investigation process and provide the funding. The contractor will not
be granted access to EPA network resources or data until the paperwork
has been submitted to the Personnel Security Branch.

Contractors who have a prior security clearance with the federal
government will be granted network access once their background
investigation has been verified. Items needed for verification are: full
name, date of birth, place of birth, and social security number. The
Personnel Security Branch will send an email verifying the status of the
security clearance. This process usually can be done in 3 business days.

9.  Service Level Agreements for Maintenance Support Services

    1.  Service Level Agreement -- General

The following service level agreement will be in place for the
maintenance support services at the beginning of the contract. As
databases and/or integration interfaces and/or metadata repositories are
added to the systems supported by the maintenance support services, this
service level agreement shall be modified to include those elements. The
general availability times and response times shall be maintained for
new elements unless the Contractor and EPA agree that there is a
compelling reason why they need to be modified.

-   ADAM and the WBI Hub shall be available between 6 AM and 9 PM
    Eastern Time (Monday - Friday)

-   Any non-availability of ADAM or the WBI Hub during the core business
    hours (Monday -- Friday 6 AM -- 9 PM) shall be documented as a
    problem report as shown in Section 10.2

-   Uploads of data to ADAM will be done during overnight hours and will
    be completed by 6 AM

-   Unless downtime is scheduled, ADAM and the WBI Hub should be made
    available overnight and on weekends for external reporting systems
    however availability will not be guaranteed and the Contractor is
    not expected to provide support during this time

-   Duration of unscheduled system down time shall be no more than one
    business day (15 hours) per month during core system hours (Monday
    -- Friday 6 AM -- 9 PM) for Level 1 problems as shown in Section
    10.2

-   Scheduled Maintenance shall occur during non-core hours (Monday -
    Friday after 9 PM or during weekends)

-   Contractor personnel shall respond within one hour during core
    business hours (Monday - Friday 9 AM -- 6 PM)

9 of 13

-   Resolve Level and Level 2 issues within one business day and all
    other issues within 2-5 business days in accordance with the table
    in Section 10.2

EPA realizes that the systems are hosted by the NCC and NCC personnel
may make decisions that make it impossible to provide the service levels
indicated. In addition, other events not under the control of the
Contractor may make it impossible to provide these service levels. The
Contractor will strive to avoid and/or mitigate such events but EPA will
not hold the Contractor responsible for events over which they have no
control.

1.  Service Level Agreement -- Problem Resolution

The following table summarizes the Service Level Agreement levels and
turnaround response time for addressing system problems and system
availability issues.

+-----+--------------------------+--------+-------+--------+----------+
| **L | **System Impact**        | **     | *     | **Bu   | **Tu     |
| eve |                          | System | *Work | siness | rnaround |
| l** |                          | Avail  | Aro   | Im     | Time     |
|     |                          | able** | und** | pact** | (days)** |
+-----+--------------------------+--------+-------+--------+----------+
| 1   | Severe impact to         | No     | None  | High   | 1        |
|     | production integration   |        |       |        |          |
|     | server or ADAM DB        |        |       |        |          |
|     | server. Multiple         |        |       |        |          |
|     | interfaces impacted. Fix |        |       |        |          |
|     | needs to be applied to   |        |       |        |          |
|     | continue any integration |        |       |        |          |
|     | processing or process    |        |       |        |          |
|     | any ADAM transactions    |        |       |        |          |
+-----+--------------------------+--------+-------+--------+----------+
| 2   | Significant impact to a  | Yes    | Yes   | Medium | 1        |
|     | specific production      |        |       |        |          |
|     | interface or ADAM        |        |       |        |          |
|     | transaction. Fix needs   |        |       |        |          |
|     | to be applied before     |        |       |        |          |
|     | continuing production    |        |       |        |          |
|     | interface processing for |        |       |        |          |
|     | this specific interface  |        |       |        |          |
|     | process or ADAM          |        |       |        |          |
|     | transaction.             |        |       |        |          |
+-----+--------------------------+--------+-------+--------+----------+
| 3   | Moderate/low impact to a | Yes    | Yes   | Low    | 2        |
|     | single production        |        |       |        |          |
|     | interface or ADAM        |        |       |        |          |
|     | transaction. Processing  |        |       |        |          |
|     | can continue but error   |        |       |        |          |
|     | conditions being         |        |       |        |          |
|     | generated that would     |        |       |        |          |
|     | need to be addressed.    |        |       |        |          |
+-----+--------------------------+--------+-------+--------+----------+
| 4   | Preventive maintenance   | Yes    | Yes   | Low/   | 5        |
|     | modification, processing |        |       |        |          |
|     | can continue without     |        |       | None   |          |
|     | fix.                     |        |       |        |          |
+-----+--------------------------+--------+-------+--------+----------+
| 5   | Load of data running     | Yes    | Yes   | M      | 1 -      |
|     | during core hours        |        |       | inimal | Resolved |
|     | (Monday -- Friday 6 AM   |        |       |        | with     |
|     | -- 9 PM                  |        |       |        | load     |
|     |                          |        |       |        | co       |
|     |                          |        |       |        | mpletion |
+-----+--------------------------+--------+-------+--------+----------+

10 of 13

Turnaround Time is the duration in business days from when a problem is
first raised, through completion of the following steps:

1.  Raise or acknowledge receipt of the raised problem.

2.  Assign the problem to the appropriate team/individual.

3.  Analyze the problem.

4.  Fix the problem

5.  Install the fix in the production environment.

    1.  Service Level Agreement -- Reporting

The Contractor will report monthly, as specified in Section 5.2, on
their performance against the Service Level Agreement. The report should
show uptime and downtime during core hours and off hours; the date,
time, and duration of each period of downtime with the reasons for the
downtime detailed; and a list of problems with the date, time, level,
brief description, turnaround time, and reason for the problem detailed.

10. Performance Based Incentives

    1.  Performance Based Incentives for Maintenance Support Services

The following identifies the performance incentives and disincentives
for Maintenance Support Services. The Service Level Agreement Report
will be used to determine if standards were met. In all cases, downtime
and/or problems which are mutually agreed not to be under the control of
the Contractor will not be used in determining these
incentives/disincentives.

Each month will be reviewed separately to see if it qualifies for an
incentive or disincentive. The maximum incentive for each month is +0.1%
and the maximum disincentive is -0.3%. The incentives and disincentives
will be added up at the end of each year of the contract. The net
incentive or disincentive will be applied to the total labor cost that
year for Maintenance Support Services. The maximum total incentive is
+1.2% and the maximum total disincentive is -3.6%.

-   The Contractor will earn a +0.1% incentive in a month where there
    are less than three problem reports and core downtime is less than 9
    hours

-   The Contractor will earn a -0.3% disincentive in a month where there
    are more than eight problem reports or core downtime is greater than
    24 hours

    1.  Performance Based Incentives for Development Support Services

The following performance incentives and disincentives will be
applicable for Development Support Services. The maximum total incentive
amount is +1.5 % of the labor costs and the

maximum total disincentive or penalty amount is -1.5 % of the labor
costs.

11 of 13

The COR will survey the System Owner, COR, and subject matter experts
(for a total of four surveys) regarding the quality of the Contractor's
work during each yearly period. The following five questions will be
asked:

-   Were the software deliverables provided during the period of high
    quality as evidenced by their meeting or exceeding requirements and
    the number/nature of problems?

-   Were the written deliverables provided during the period of high
    quality as evidenced by the number/nature of EPA comments on drafts
    and the number of drafts required before final was delivered?

-   Did the Contractor respond promptly and effectively to EPA's
    requests?

-   Did the Contractor promptly notify the customer of emerging problems
    and proposed solutions?

-   Did the Contractor adequately communicate with other participating
    organizations and contractors?

For each question, the respondents will rate the Contractor as Exceeded
Expectations, Acceptable, or Did Not Meet Expectations. For each
Exceeded Expectations answer the Contractor will earn a +0.1% incentive.
For each Did Not Meet Expectations the Contractor will earn a -0.5%
disincentive. The incentives and disincentives will be totaled. The net
incentive or disincentive will be limited to a +1.5% incentive and a
-1.5% disincentive. The incentive or disincentive will be applied to the
total labor cost that year for Development Support Services.

11. Capability Maturity Model Integration (CMMI)

The Contractor shall confirm that the Contractor is following CMMI
process requirements for Project Planning, Project Monitoring and
Control, Requirements Management, Configuration Management, Process and
Product Quality Assurance, and Measurement and Analysis at a minimum of
Capability Level 2. If the Contractor is not CMMI certified at
Capability Level 2 for these processes, the Contractor shall describe in
the proposal how these process control requirements will be addressed in
the project.

12. Travel

Long distance travel costs must be approved in advance by the COR. Long
distance travel is considered to be travel outside the Washington, DC
Metropolitan area. It is not anticipated that the contract will involve
significant long distance travel.

12 of 13

13. Facilities and Government Furnished Property

The infrastructure environment and source systems reside on EPA's
computing environment in NCC or at EPA's offices in Washington, DC. EPA
anticipates that the Contractor can perform most of the work for this
task order at the Contractor's office sites. However, the Contractor
shall be required to provide core staff onsite to ensure the daily
operations and maintenance of ADAM and WBI. For onsite Contractor
personnel, EPA will provide office and desktop equipment.

14. OCFO Contacts

Contract Officer Representative: To Be Announced

System Owner: To Be Announced

13 of 13

**[Attachment 2]{.underline}**

**[Price Quotation Instructions]{.underline}**

Submit two (2) copies of the Price Quotation, if hand delivered. Include
the following elements in both copies: a cost breakdown of labor hours,
labor categories, and other direct costs. The attached format is
preferred; however, the number of labor categories proposed is at the
offeror's discretion, and the format can be modified accordingly.

Provide supporting price schedules for each of the tasks identified in
the SOW for the base period plus (3) 12 month option periods. The
offeror is expected to provide an estimate of the number of staff by
labor category. Proposed labor categories and rates shall map to the GSA
labor categories and rates. Please be advised that labor rate discounts
are solicited.

During performance, a contractor may be permitted to adjust labor hours
among the proposed labor categories for each task as long as the total
cost to the Government is within the ceiling amount specified in the
accepted price quotation, the changed categories are approved by the
Contracting Officer, and the quality of service and deliverables is not
adversely affected.

Partial payments may be authorized for any or all orders issued based
upon a monthly invoicing schedule.

Note: Submit the technical proposal separately (see Attachment 3 for
instructions on preparation of the technical proposal).

**\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**

[CLIN SCHEDULE OF SUPPLIES/SERVICES QTY U/I NTE]{.underline}

0001 IT Professional Support Services IAW SOW 24 MO \_\_\_\_\_\_\_

(Base Period , January 1, 2008 -- December 31, 2010)

0002 IT Professional Support Services IAW SOW 12 MO \_\_\_\_\_\_\_

(Option Period I , January 1, 2011 -- December 31, 2011)

0003 IT Professional Support Services IAW SOW 12 MO \_\_\_\_\_\_\_

(Option Period II , January 1, 2012 -- December 31, 2012)

0004 IT Professional Support Services IAW SOW 12 MO \_\_\_\_\_\_\_

(Option III , January 1, 2013 -- December 31, 2013)

Total All Periods \$\_\_\_\_\_\_\_\_

Offerors shall provide a separate price sheet for CLINS 0001 -- 0004

**[Attachment 2 continued]{.underline}**

SUPPLIES AND/OR SERVICES

[LABOR CATEGORY]{.underline} [HOURS]{.underline} [COST]{.underline}

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

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

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

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

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

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

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

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

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

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

[Subtotal Labor]{.underline} \_\_\_\_\_\_\_\_ \_\_\_\_\_\_\_\_\_\_\_\_

Total Labor Costs \_\_\_\_\_\_\_\_\_\_\_\_

Other Direct Costs (ODCs) \_\_\_\_\_\_\_\_

(List Specific ODCs on separate page)

Subtotal ODCs \_\_\_\_\_\_\_\_

G&A on ODCs (%) \_\_\_\_\_\_\_\_

Total ODCs \_\_\_\_\_\_\_\_\_\_\_\_

Total (Labor and ODCs) \_\_\_\_\_\_\_\_\_\_\_\_

**Labor Hours**

The following attempts to define a rough mix of labor categories and
hours which we would anticipate in an average year of the task order.

Note that we cannot state or guarantee that the work which we have
estimated needs to be done will be funded at the levels which we have
estimated. These estimates assume that the funding is available for this
project and that the priorities and other outside factors allow the work
to be done as we anticipated.

Note also that these numbers represent a mix of labor categories which
are not fixed and some contractors would refer to these labor categories
by different names. We have attempted to use generic names for the labor
categories. However, the number of labor categories and hours proposed
are at the offeror's discretion.

+------------------------------------+---------------------------------+
| > **Estimated Job Categories**     | **Estimated Annual Hours**      |
+------------------------------------+---------------------------------+
| > Program Manager                  | 500                             |
+------------------------------------+---------------------------------+
| > Deputy Program Manager           | 700                             |
+------------------------------------+---------------------------------+
| > Sr. Developer/Engineer           | 760                             |
+------------------------------------+---------------------------------+
| > Developer/Engineer               | 760                             |
+------------------------------------+---------------------------------+
| > Clerical                         | 500                             |
+------------------------------------+---------------------------------+
| > Project Control                  | 1300                            |
+------------------------------------+---------------------------------+
| > Subject Matter Expert            | 1200                            |
+------------------------------------+---------------------------------+
| > Junior Subject Matter Expert     | 1300                            |
+------------------------------------+---------------------------------+
| > Total Hours                      | 13900                           |
+------------------------------------+---------------------------------+

**[Attachment 3]{.underline}**

**[Technical Proposal Instructions]{.underline}**

Submit two (2) copies of the technical proposal as a separate part of
the total quotation package (not included with the price quotation).
Omit all price or cost details form the technical proposal. The
technical proposal shall not exceed 20 double-sided pages in length ,
excluding cover page, table of contents, resumes, and references.
Include the following in the technical proposal (refer also to the SOW
):

**Section 1- Cover Letter and Table of Contents:**

This section should include the offeror's transmittal letter and a table
of contents identifying the sections of the technical proposal.

**Section 2 - Infrastructure Experience (25 Points)**

-   Proposals shall be evaluated on the extent to which they show
    relevant experience dealing with the infrastructure systems used at
    the Agency to manage interfaces, store data, and display data.

-   For interfaces, the Agency uses WebSphere as its Enterprise
    Application Integration tool and Informatica as its Extract,
    Transform, and Load tool.

-   For storage, the Agency uses Oracle as its database and Informatica
    as its metadata manager.

-   For display, the Agency uses BusinessObjects for its business
    intelligence tool and Oracle for its portal tool.

-   Where relevant experience with these particular tools does not
    exist, experience with similar systems at other Agencies should be
    detailed and it shall be evaluated to determine the extent to which
    it is applicable.

-   Proposals should demonstrate expertise in the operation of a
    production system while simultaneously designing, developing,
    testing, and integrating enhancements into that system.

**Section 3 - Source System Experience (25 Points)**

-   Proposals shall be evaluated on the extent to which they show
    relevant experience dealing with the systems used at the Agency to
    manage our financial and budget processes.

-   The tasks under this SOW will not require the operation or
    maintenance of these systems but will require an understanding of
    these systems such that data can be properly extracted, transformed,
    and loaded into a series of datamarts.

-   The Agency uses a version of the Federal Financial System (FFS)
    (labeled within the Agency as the Integrated Financial Management
    System (IFMS)) to manage its financial processes.

-   The Agency uses the Budget Automation System (BAS) to manage its
    budget processes.

-   Where relevant experience with these particular systems does not
    exist, experience with similar systems at other Agencies should be
    detailed and it shall be evaluated to determine the extent to which
    it is applicable.

**Section 4 - Financial Experience (15 Points)**

-   Proposals shall be evaluated on the extent to which they show
    relevant experience dealing in the Agency's finance and budgeting
    practices.

-   Where relevant experience with the Agency does not exist, experience
    with similar Agencies should be detailed and it shall be evaluated
    to determine the extent to which it is applicable.

-   Proposals should demonstrate expertise in federal financial, budget,
    and performance integration, the ability to capture and report
    financial and performance actuals data, and support for financial
    reporting and budget document preparation.

**Section 5 - Staffing Experience (20 Points)**

-   Proposals shall be evaluated on the extent to which the proposed
    project team shows relevant experience and skills covering the
    systems and infrastructure shown above, data warehousing and
    datamarts, and project management.

-   The Project Manager and Lead Information technology specialist are
    identified as key personnel and must be dedicated to the project for
    a minimum of 6 months.

-   The proposed staff mix should demonstrate technical skills in
    information requirements, configuration management, design,
    development, testing, operations, and maintenance of listed
    infrastructure systems and software.

**Section 6 - Past Performance (15 Points)**

-   Proposals shall be evaluated on the extent to which they show
    relevant performance and likelihood of success in meeting the
    government's requirements as identified in the Statement of Work.

-   The extent to which the proposal establishes relevant corporate
    experience, as demonstrated by successful performance on current
    projects and those completed within the past two (2) years.

-   These should include successful experiences in managing projects of
    comparable scope and complexity and involve the analysis of
    management issues.

    Note: Submit the price quotation separately from the technical
    proposals (See Attachment 2 for instructions on preparation of the
    price quotation).

**[Attachment 4]{.underline}**

SPECIAL CLAUSES

**[FULL TEXT CLAUSE LIST]{.underline}**

**1. COMMERICIAL ITEM CLAUSES (CUSTOM)**

The following clauses are incorporated by reference: 52.212-1, 52.212-2,
52.212-3, 52.212-4 and 52.212-5. See http://www.arnet.gov to review the
full text of these FAR clauses.

\-\-\-\-\-\-\-\-\-\-\-\-- End of clause
\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

**2. GOVERNMENT - CONTRACTOR RELATIONS (EPAAR 1552.237-76) (JUL 1999)**

**DEVIATION**

\(a\) The Government and the Contractor understand and agree that the
services to be delivered under this contract by the contractor to the
Government are non-personal services and the parties recognize and agree
that no employer-employee relation-ship exists or will exist under the
contract between the Government and the Contractor's personnel. It is,
therefore, in the best interest of the Government to afford both parties
a full understanding of their respective obligations.

\(b\) Contractor personnel under this contract shall not:

\(1\) Be placed in a position where they are under the supervision,
direction, or evaluation of a Government employee.

\(2\) Be placed in a position of command, supervision, administration or
control over Government personnel, or over personnel of other
Contractors under other EPA contracts, or become a part of the
Government organization.

\(3\) Be used in administration or supervision of Government procurement
activities.

\(C\) Employee Relationship:

\(1\) The services to be performed under this contract do not require
the Contractor or his/her personnel to exercise personal judgment and
discretion on behalf of the Government. Rather the Contractor's
personnel will act and exercise personal judgment and discretion on
behalf of the Contractor.

\(2\) Rules, regulations, directives, and requirements that are issued
by the U.S. Environmental Protection Agency under its responsibility for
good order, administration, and security are applicable to all personnel
who enter the Government installation or who travel on Government
transportation. This is not to be construed or interpreted to establish
any degree of Government control that is inconsistent with a
non-personal services contract.

\(d\) Inapplicability of Employee Benefits: This contract does not
create an employer-employee relationship. Accordingly, entitlements and
benefits applicable to such relationships do not apply.

\(1\) Payments by the Government under this contract are not subject to
Federal income tax withholdings.

\(2\) Payments by the Government under this contract are not subject to
the Federal Insurance Contributions Act.

\(3\) The Contractor is not entitled to unemployment compensation
benefits under the Social Security Act, as amended, by virtue of
performance of this contract.

\(4\) The Contractor is not entitled to workman's compensation benefits
by virtue of this contract.

\(5\) The entire consideration and benefits to the Contractor for
performance of this contract is contained in the provisions for payment
under this contract.

\(e\) Notice. It is the Contractor\'s, as well as, the Government\'s
responsibility to monitor contract activities and notify the Contracting
Officer if the Contractor believes that the intent of this clause has
been or may be violated.

\(1\) The Contractor should notify the Contracting Officer in writing
promptly, within **five (5)** calendar days from the date of any
incident that the Contractor considers to constitute a violation of this
clause. The notice should include the date, nature and circumstance of
the conduct, the name, function and activity of each Government employee
or Contractor official or employee involved or knowledgeable about such
conduct, identify any documents or substance of any oral communication
involved in the conduct, and the estimate in time by which the
Government must respond to this notice to minimize cost, delay or
disruption of performance.

\(2\) The Contracting Officer will promptly, within **five (5)**
calendar days after receipt of notice, respond to the notice in writing.
In responding, the Contracting Officer will either:

\(i\) confirm that the conduct is in violation and when necessary direct
the mode of further performance,

\(ii\) countermand any communication regarded as a violation,

\(iii\) deny that the conduct constitutes a violation and when necessary
direct the mode of further performance; or

\(iv\) in the event the notice is inadequate to make a decision, advise
the Contractor what additional information is required, and establish
the date by which it should be furnished by the Contractor and the date
thereafter by which the Government will respond.

\-\-\-\-\-\-\-\-\-\-\-\-- End of clause
\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

**3. PUBLIC COMMUNICATION**

All contractor, subcontractor, and consultant personnel shall wear
prominently displayed identification badges as all times when performing
tasks under this contract and when interacting with EPA officials,
federal agencies, state, tribal and local governments, business,
industry and the general public. The badge shall contain the
individual's name and the company's name and logo. The office space
occupied by contractor staff in any location that is also occupied by
EPA employees shall be identified with appropriate signs that include
the contractor's name. When participating in any even and/or discussion
(e.g., answering the telephone, participating as a panel member or
speaker), contractor staff shall verbally identify themselves as
contractor personnel so that there is no possible appearance of being
EPA Officials.

\-\-\-\-\-\-\-\-\-\-- End of clause \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

**4. NOTICE REGARDING PROHIBITED CONTRACTOR ACTIVITIES ON ENVIRONMENTAL
PROTECTION AGENCY (EPA) CONTRACTS (EP 52.000-000) (NOV 1994)**

The Contractor shall not perform any of the following activities on
behalf of EPA in connection with this contract:

1\. The actual preparation of Congressional testimony.

2\. The interviewing or hiring of individuals for employment at EPA.

3\. Developing and/or writing of Position Descriptions and Performance
Standards.

4\. The actual determination of Agency policy.

5\. Participating as a voting member on a Performance Evaluation Board;
participating in and/or attending Award Fee meetings.

6\. Preparing Award Fee Letters, even under typing services contracts.

7\. The actual preparation of Award Fee Plans.

8\. The preparation of documents on EPA Letterhead other than routine
administrative correspondence.

9\. Reviewing vouchers and invoices for the purposes of determining
whether costs, hours, and work performed are reasonable.

10\. The preparation of Statements of Work, Work Assignments, Technical
Direction Documents, Delivery Orders, or any other work issuance
document under a contract that the contractor is

performing or may perform. Such a work issuance document, prepared by an
EPA prime contractor under an EPA prime contract for its subcontractor,
is exempt from this prohibition.

11\. The actual preparation of responses to audit reports from the
Inspector General, General Accounting Office, or other auditing
entities.

12\. Preparing responses to Congressional correspondence.

13\. The actual preparation of responses to Freedom of Information Act
requests, other than routine, non-judgmental correspondence.

14\. Any contract which authorizes a contractor to represent itself as
EPA to outside parties.

15\. Conducting administrative hearings.

16\. Reviewing findings concerning the eligibility of EPA employees for
security clearances.

17\. The actual preparation of an office\'s official budget request.

\-\-\-\-\-\-\-\-\-\-- End of clause \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

**5. COMPLIANCE WITH EPA POLICIES FOR INFORMATION RESOURCES MANAGEMENT
(EPAAR 1552.211-79) (OCT 2000)**

\(a\) [Definition]{.underline}. Information Resources Management (IRM)
is defined as any planning, budgeting, organizing, directing, training,
promoting, controlling, and managing activities associated with the
burden, collection, creation, use and dissemination of information. IRM
includes both information itself, and the management of information and
related resources such as personnel, equipment, funds, and technology.
Examples of these services include but are not limited to the following:

\(1\) The acquisition, creation, or modification of a computer program
or automated data base for delivery to EPA or use by EPA or contractors
operating EPA programs.

\(2\) The analysis of requirements for, study of the feasibility of,
evaluation of alternatives for, or design and development of a computer
program or automated data base for use by EPA or contractors operating
EPA programs.

\(3\) Services that provide EPA personnel access to or use of computer
or word processing equipment, software, or related services.

\(4\) Services that provide EPA personnel access to or use of: Data
communications; electronic messaging services or capabilities;
electronic bulletin boards, or other forms of electronic information
dissemination; electronic record-keeping; or any other automated
information services.

\(b\) *General*. The Contractor shall perform any IRM related work under
this contract in accordance with the IRM policies, standards and
procedures set forth in this clause and noted below. Upon receipt of a
work request (i.e. delivery order or work assignment), the Contractor
shall check this listing of directives (see paragraph (d) for electronic
access). The applicable directives for performance of the work request
are those in effect on the date of issuance of the work request.

\(1\) IRM Policies, Standards and Procedures. The 2100 Series
(2100-2199) of the Agency\'s Directive System contains the majority of
the Agency\'s IRM policies, standards and procedures.

\(2\) Groundwater Program IRM Requirement. A contractor performing any
work related to collecting Groundwater data; or developing or enhancing
data bases containing Groundwater quality data shall comply with *[EPA
Order 7500.1A - Minimum Set of Data Elements for
Groundwater]{.underline}.*

\(3\) EPA Computing and Telecommunications Services. *[The Enterprise
Technology Services Division (ETSD) Operational Directives
Manual]{.underline}* contains procedural information about the operation
of the Agency\'s computing and telecommunications services. Contractors
performing work for the Agency\'s National Computer Center or those who
are developing systems which will be

operating on the Agency\'s national platforms must comply with
procedures established in the Manual.

\(c\) *[Printed Documents]{.underline}*. Documents listed in (b)(1) and
(b)(2) may be obtained from:

U.S. Environmental Protection Agency

Office of Administration

Facilities Management and Services Division

Distribution Section

Mail Code: 3204

Ariel Rios Building

1200 Pennsylvania Avenue, N.W.

Washington, D.C. 20460

Phone: (202) 260-5797

\(d\) *[Electronic Access]{.underline}*. Electronic access. A complete
listing, including full text, of documents included in the 2100 Series
of the Agency\'s Directive System is maintained on the EPA Public Access
Server on the Internet at http://epa.gov/docs/irmpoli8/.

\-\-\-\-\-\-\-\-\-\-- End of clause \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

**6. EPA MEETINGS, WORKSHOPS, CONFERENCES (OCT 2002)**

If this contract requires contractor support for an EPA sponsored
meeting, workshop, conference, etc. (hereby referred to as \"meeting\"),
the following shall apply:

-   EPA meetings shall be held in Federal facilities whenever available.
    EPA is required to notify GSA when the Agency has a short term need
    for meeting facilities and such facilities are not available within
    the Agency (FPMR 101-17.104-4). The EPA Project

Officer or Work Assignment Manager will determine and advise the
Contractor when

Federal facilities are not available.

-   Except for the Contractor, experts, consultants, or other personnel
    necessary for performance

> of the work called for by this contract, the cost of travel, food,
> lodging, etc., for other

participants or attendees shall not be an allowable cost under this
contract, except as

specified below. All such required personnel for which costs are being
claimed must be

approved by the Contracting Officer.

-   Light refreshments may be provided to agency employees attending an
    official conference.

> Light refreshments for morning, afternoon or evening breaks are
> defined to include, but not
>
> be limited to coffee, tea, milk, juice, soft drinks, donuts, bagels,
> fruit, pretzels, cookies,
>
> chips, or muffins (41 CFR §301-74.11).

-   Any registration fees must be approved by the Contracting Officer.
    If approved, fees

> collected must be accounted for and turned over to the EPA Finance
> Office. They may not
>
> be used to offset any of the cost for performing the contract.

\-\-\-\-\-\-\-\-\-\-- End of clause \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

**7. OPTION TO EXTEND THE TERM OF THE TASK ORDER**

The Government may extend the term of this task order for three (3)
additional periods. If more than 30 days remain in the task order period
of performance, the Government, without prior written notification, may
exercise an option by issuing a task order modification To exercise this
option within the last 30 days of the period of performance, the
Government must provide to the contractor written notification prior to
that last 30 day period. This preliminary notice does not commit the
Government to exercising the option. Exercising this option will result
in the following task order modifications:

\(a\) The Period of performance will be amended to reflect the following
option periods;

Option Period I January 1, 2011 - December 31, 2011

Option Period II January 1, 2012 - December 31, 2012

Option Period III January 1, 2013 - December 31, 2013

\(b\) 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 60 months.

\-\-\-\-\-\-\-\-\-\-\-\-- End of clause
\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

**8. OPTION TO EXTEND SERVICES (FAR 52.217-8)**

The Government may require continued performance of any services within
the limits and at the rates specified in the contract. These rates may
be adjusted only as a result of revisions to prevailing labor rates
provided by the Secretary of Labor. The option provision may be
exercised more than once, but the total extension of performance
hereunder shall not exceed 6 months. The Contracting Officer may
exercise the option by written notice to the Contractor within 30
calendar days.

\-\-\-\-\-\-\-\-\-\-- End of clause \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

**9. AVAILABILITY OF FUNDS 52.232-18 (APR 1984)**

Funds are not presently available for this contract. The Government\'s
obligation under this contract is contingent upon the availability of
appropriated funds from which payment for contract purposes can be made.
No legal liability on the part of the Government for any payment may
arise until funds are made available to the Contracting Officer for this
contract and until the Contractor receives notice of such availability,
to be confirmed in writing by the Contracting Officer.

\-\-\-\-\-\-\-\-\-\-- End of clause \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

**10 . CEILING PRICED ORDERS (MAR 2004)**

Ceiling price. The Government shall not be obligated to pay the
Contractor any amount in excess of the ceiling price in the Schedule,
and the Contractor shall not be obligated to continue performance if to
do so would exceed the ceiling price set forth in the Schedule, unless
and until the Contracting Officer shall have notified the Contractor in
writing that the ceiling price has been increased and subsequently
execute a formal written modification to task order.

\-\-\-\-\-\-\-\-\-\-- End of clause \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

**11. INVOICES-RTP Finance (NOV 2003)**

Invoices shall be prepared in original and at least one copy, containing
the following information: Task Order Number, description of
commodities/services furnished, period of performance, taxpayer ID
number and amount due. Invoices shall be submitted to the address
specified in block 21 of this order. For status of Invoice Payments,
call the Financial Office\'s Customer Service at (919) 541-0616. Fax
number: (919) 541-4975.

The FedX/courier address for invoices: US EPA, RTP-Finance (mail drop
D143-02), 4930 Page Rd., Durham, NC 27703.

Vendors interested in checking the status of payments should use the
Department of Treasury\'s Payment Advice Internet Delivery (PAID)
system. It is located on the following web site and requires
registration: <http://www.fms.treas.gov/paid/index.asp>

\-\-\-\-\-\-\-\-\-\-- End of clause \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

**12. TAX**

The Federal Government is exempted from paying taxes. The tax exempt
number is 52-085-2695.

\-\-\-\-\-\-\-\-\-\-- End of clause \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

**13. TECHNICAL DIRECTION**

1\. The EPA Project Officer is the primary representative of the
Contracting Officer authorized to provide technical direction on Task
Order performance.

2\. Individuals other than the EPA Project Officer may be authorized to
provide technical direction. If individuals other than the PO are
authorized to provide technical direction, their names will be specified
in the task order or technical direction document as appropriate. The PO
is authorized to provide technical direction, subject to the limitations
set forth below, only on his/her Task Order or technical direction
document.

3\. Technical direction includes: \"Direction to the contractor which
assists the contractor in accomplishing the Statement of Work\" Comments
on and approval or reports or other deliverables.

4\. Technical direction must be within the task order or technical
direction document Statement of Work. The PO or any other technical
representative of the Contracting Officer does not have the authority to
issue technical direction which (1) institutes additional work outside
the scope of the contract, delivery order, work assignment or technical
direction document; (2) constitutes a change as defined in the \"Changes
Clause; (3) causes an increase or decrease in the estimated costs of the
contract, delivery order, work assignment or technical direction
document; (4) alters the period of performance; or (5) changes any of
the other express terms or conditions of the task order or technical
direction document.

5\. Technical direction will be issued in writing or confirmed in
writing within five (5) calendar days after verbal issuance. Once copy
of the technical direction memorandum will be forwarded to the
Contracting Officer.

\-\-\-\-\-\-\-\-\-\-- End of clause \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

**14. INCREMENTAL FUNDING**

Incremental funding in the amount of \$\_\_\_\_\_\_ is obligated to this
Task Order. The contractor shall not incur costs in excess of this
amount until additional funding is provided by modification to this
order.

The Contractor shall notify the Contracting Officer whenever it has
reason to believe that the costs it expects to incur within the next 30
days will exceed 75% of the total funds obligated to this order.

\-\-\-\-\-\-\-\-\-\-- End of clause \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

**15. PAYMENT BY ELECTRONIC FUNDS TRANSFER (CENTRAL CONTRACTOR
REGISTRATION) (Oct 2003)**

\(a\) Method of payment. (1) All payments by the Government under this
task order shall be made by electronic funds transfer (EFT), except as
provided in paragraph (a)(2) of this clause. As used in this clause, the
term EFT refers to the funds transfer and may also include the payment

information transfer.

\(2\) In the event the Government is unable to release one or more
payments by EFT, the Contractor agrees to either\--

\(i\) Accept payment by check or some other mutually agreeable method of
payment;

or

\(ii\) Request the Government to extend the payment due date until such
time as the

Government can make payment by EFT (but see paragraph (d) of this
clause).

\(b\) Contractors EFT information. The Government shall make payment to
the Contractor using the EFT information contained in the Central
Contractor Registration (CCR) database. In the event that the EFT
information changes, the Contractor shall be responsible for providing

the updated information to the CCR database.

\(c\) Mechanisms for EFT payment. The Government may make payment by EFT
through either the Automated Clearing House (ACH) network, subject to
the rules of the National Automated Clearing House Association, or the
Fedwire Transfer System. The rules governing Federal payments through
the ACH are contained in 31 CFR part 210.

\(d\) Suspension of payment. If the Contractors EFT information in the
CCR database is incorrect, then the Government need not make payment to
the Contractor under this contract until correct EFT information is
entered into the CCR database; and any invoice or contract financing

request shall be deemed not to be a proper invoice for the purpose of
prompt payment under this contract. The prompt payment terms of the
contract regarding notice of an improper invoice and delays in accrual
of interest penalties apply.

\-\-\-\-\-\-\-\-\-\-- End of clause \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

**16. LIMITATION OF FUNDS NOTICE**

Pursuant to the Limitation of Funds clause (FAR 52.232-22, APR 1984)
incremental funding in the amount of \$\_\_\_\_\_\_\_\_is hereby
obligated to cover the performance of this task order.

The obligated funds are estimated to cover performance through
\_\_\_\_\_\_\_\_. .

When the Task Order has been fully funded, the Limitation of Cost clause
(FAR 52.232-20, APR 1984) shall become applicable.

\-\-\-\-\-\-\-\-\-\-- End of clause \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

17. **PROJECT OFFICER**

    The project officer defined in block 6 is hereby designated as the
    project officer for this requirement. As such, he/she shall

    1- Provide all information of a general nature necessary in the
    performance of this order.

    2- Be responsible for inspection and acceptance of the services for
    the certification of invoices.

    The PROJECT OFFICER DOES NOT have the authority to issue any
    technical direction which changes or modifies the scope of work, or
    alter the period of performance.

    \-\-\-\-\-\-\-\-\-\-- End of clause
    \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

    **18. PAYMENT OF OVERTIME PREMIUMS FAR 52.222-2**

    The use of overtime is authorized under this contract if the
    overtime premium is paid for work pursuant to FAR 52.222-2(a)(1)
    through (a)(4)

    \-\-\-\-\-\-\-\-\-\-- End of clause
    \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

    **19. CONTINUITY OF SERVICES (FAR 52.237-3)**

\(a\) The Contractor recognizes that the services under this contract
are vital to the Government and must be continued without interruption
and that, upon contract expiration, a successor, either the Government
or another contractor, may continue them. The Contractor agrees to (1)
furnish phase-in training and (2) exercise its best efforts and
cooperation to effect an orderly and efficient transition to a
successor.

\(b\) The Contractor shall, upon the Contracting Officer\'s written
notice, (1) furnish phase-in, phase-out services for up to 90 days after
this contract expires and (2) negotiate in good faith a plan with a
successor to determine the nature and extent of phase-in, phase-out
services required. The plan shall specify a training program and a date
for transferring responsibilities for each division of work described in
the plan, and shall be subject to the Contracting Officer\'s approval.
The Contractor shall provide sufficient experienced personnel during the
phase-in, phase-out period to ensure that the services called for by
this contract are maintained at the required level of proficiency.

\(c\) The Contractor shall allow as many personnel as practicable to
remain on the job to help the successor maintain the continuity and
consistency of the services required by this contract. The Contractor
also shall disclose necessary personnel records and allow the successor
to conduct on-site interviews with these employees. If selected
employees are agreeable to the change, the

Contractor shall release them at a mutually agreeable date and negotiate
transfer of their earned fringe benefits to the successor.

\(d\) The Contractor shall be reimbursed for all reasonable phase-in,
phase-out costs (i.e., costs incurred within the agreed period after
contract expiration that result from phase-in, phase-out operations) and
a fee (profit) not to exceed a prorated portion of the fee (profit)
under this contract.

**20. ORGANIZATIONAL CONFLICT OF INTEREST EPAAR 1552.209-70**

\(a\) The prospective Contractor certifies, to the best of its knowledge
and belief, that it is not aware of any information bearing on the
existence of any potential organizational conflict of interest. If the
prospective Contractor cannot so certify, it shall provide a disclosure
statement in its proposal which describes all relevant information
concerning any past, present, or planned interests bearing on

whether it (including its chief executives and directors, or any
proposed consultant or

subcontractor) may have a potential organizational conflict of interest.

\(b\) Prospective Contractors should refer to FAR Subpart 9.5 and EPAAR
Part 1509 for policies and procedures for avoiding, neutralizing, or
mitigating organizational conflicts of interest.

\(c\) If the Contracting Officer determines that a potential conflict
exists, the prospective Contractor shall not receive an award unless the
conflict can be avoided or otherwise resolved

through the inclusion of a special contract clause or other appropriate
means. The terms of any special clause are subject to negotiation.

\-\-\-\-\-\-\-\-\-\-- End of clause \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

**21. NOTIFICATON OF CONFLICTS OF INTEREST (EPAAR 1552.209-73)**

\(a\) In addition to the requirements of the contract clause entitled
\"Organizational Conflicts of Interest,\" the following provisions with
regard to employee personnel performing under this contract shall apply
until the earlier of the following two dates: the termination date of
the affected employee(s) or the expiration date of the contract.

\(b\) The Contractor agrees to notify immediately the EPA Project
Officer and the Contracting Officer of (1) any actual or potential
personal conflict of interest with regard to any of its employees
working on or having access to information regarding this contract, or
(2) any such conflicts concerning subcontractor employees or consultants
working on or having access to information regarding this contract, when
such conflicts have been reported to the Contractor. A personal conflict
of interest is defined as a relationship of an employee, subcontractor
employee, or consultant with an entity that may impair the objectivity
of the employee, subcontractor employee, or consultant in performing the
contract work.

\(c\) The Contractor agrees to notify each Project Officer and
Contracting Officer prior to incurring costs for that employee\'s work
when an employee may have a personal conflict of interest. In the event
that the personal conflict of interest does not become known until after
performance on the contract begins, the Contractor shall immediately
notify the Contracting Officer of the personal conflict of interest. The
Contractor shall continue performance of this contract until notified by
the Contracting Officer of the appropriate action to be taken.

\(d\) The Contractor agrees to insert in any subcontract or consultant
agreement placed hereunder, except for subcontracts or consultant
agreements for well drilling, fence erecting, plumbing, utility hookups,
security guard services, or electrical services, provisions which shall
conform

substantially to the language of this clause, including this paragraph
(d), unless otherwise authorized by the Contracting Officer.

\-\-\-\-\-\-\-\-\-\-- End of clause \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

**22. PROJECT EMPLOYEE CONFIDENTIALITY AGREEMENT (EPAAR 1552.227-76)**

\(a\) The Contractor recognizes that Contractor employees in performing
this contract may have access to data, either provided by the Government
or first generated during contract performance, of a sensitive nature
which should not be released to the public without Environmental
Protection Agency (EPA) approval. Therefore, the Contractor agrees to
obtain confidentiality agreements from all of its employees working on
requirements under this contract.

\(b\) Such agreements shall contain provisions which stipulate that each
employee agrees that the employee will not disclose, either in whole or
in part, to any entity external to EPA, the Department of Justice, or
the Contractor, any information or data (as defined in FAR Section
27.401) provided by the Government or first generated by the Contractor
under this contract, any site-specific cost information, or any
enforcement strategy without first obtaining the written permission of
the EPA Contracting Officer. If a contractor, through an employee or
otherwise, is subpoenaed to testify or produce documents, which could
result in such disclosure, the Contractor must provide immediate advance
notification to the EPA so that the EPA can authorize such disclosure or
have the opportunity to take action to prevent such disclosure. Such
agreements shall be effective for the life of the contract and for a
period of five (5) years after completion of the contract.

\(c\) The EPA may terminate this contract for convenience, in whole or
in part, if it deems such termination necessary to prevent the
unauthorized disclosure of information to outside entities. If such a
disclosure occurs without the written permission of the EPA Contracting
Officer, the Government may terminate the contract, for default or
convenience, or pursue other remedies as may be permitted by law or this
contract.

\(d\) The Contractor further agrees to insert in any subcontract or
consultant agreement placed hereunder, except for subcontracts or
consultant agreements for well drilling, fence erecting, plumbing,
utility hookups, security guard services, or electrical services,
provisions which shall conform substantially to the language of this
clause, including this paragraph, unless otherwise authorized by the
Contracting Officer.

\-\-\-\-\-\-\-\-\-\-- End of clause \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

**23. SCREENING BUSINESS INFORMATION FOR CLAIMS OF CONFIDENTAILITY
(EPAAR 1552.235-70)**

\(a\) Whenever collecting information under this contract, the
Contractor agrees to comply with the following requirements:

\(1\) If the Contractor collects information from public sources, such
as books, reports, journals, periodicals, public records, or other
sources that are available to the public without restriction, the
Contractor shall submit a list of these sources to the appropriate
program office at the time the information is initially submitted to
EPA. The Contractor shall identify the information according to source.

\(2\) If the Contractor collects information from a State or local
Government or from a Federal agency, the Contractor shall submit a list
of these sources to the appropriate program office at the

time the information is initially submitted to EPA. The Contractor shall
identify the information according to source.

\(3\) If the Contractor collects information directly from a business or
from a source that represents a business or businesses, such as a trade
association:

\(i\) Before asking for the information, the Contractor shall identify
itself, explain that it is performing contractual work for the
Environmental Protection Agency, identify the information that it is
seeking to collect, explain what will be done with the information, and
give the following notice:

\(A\) You may, if you desire, assert a business confidentiality claim
covering part or all of the information. If you do assert a claim, the
information will be disclosed by EPA only to the extent, and by means of
the procedures, set forth in 40 CFR Part 2, Subpart B.

\(B\) If no such claim is made at the time this information is received
by the Contractor, it may be made available to the public by the
Environmental Protection Agency without further notice to you.

\(C\) The Contractor shall, in accordance with FAR Part 9, execute a
written agreement regarding the limitations of the use of this
information and forward a copy of the agreement to the Contracting
Officer.

\(ii\) Upon receiving the information, the Contractor shall make a
written notation that the notice set out above was given to the source,
by whom, in what form, and on what date.

\(iii\) At the time the Contractor initially submits the information to
the appropriate program office, the Contractor shall submit a list of
these sources, identify the information according to source, and
indicate whether the source made any confidentiality claim and the
nature and extent

of the claim.

\(b\) The Contractor shall keep all information collected from nonpublic
sources confidential in accordance with the clause in this contract
entitled \"Treatment of Confidential Business Information\" as if it had
been furnished to the Contractor by EPA.

\(c\) The Contractor agrees to obtain the written consent of the
Contracting Officer, after a written determination by the appropriate
program office, prior to entering into any subcontract that will require
the subcontractor to collect information. The Contractor agrees to
include this clause, including this paragraph (c), and the clause
entitled \"Treatment of Confidential Business Information\" in all
subcontracts awarded pursuant to this contract that require the
subcontractor to collect information.

\-\-\-\-\-\-\-\-\-\-- End of clause \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

**24. TREATMENT OF CONFIDENTIAL BUSINESS INFORMATION (EPAAR
1552.235-71)**

\(a\) The Contracting Officer, after a written determination by the
appropriate program office, may disclose confidential business
information (CBI) to the Contractor necessary to carry out the work

required under this contract. The Contractor agrees to use the CBI only
under the following conditions:

\(1\) The Contractor and Contractor\'s employees shall: (i) use the CBI
only for the purposes of carrying out the work required by the contract;
(ii) not disclose the information to anyone other than properly cleared
EPA employees without the prior written approval of the Assistant
General Counsel for Contracts and Information Law; and (iii) return to
the Contracting Officer all copies of the information, and any abstracts
or excerpts there from, upon request by the Contracting Officer,
whenever the information is no longer required by the Contractor for the
performance of the work required by the contract, or upon completion of
the contract.

\(2\) The Contractor shall obtain a written agreement to honor the above
limitations from each of the Contractor\'s employees who will have
access to the information before the employee is allowed access.

\(3\) The Contractor agrees that these contract conditions concerning
the use and disclosure of CBI are included for the benefit of, and shall
be enforceable by, both EPA and any affected businesses having a
proprietary interest in the information.

\(4\) The Contractor shall not use any CBI supplied by EPA or obtained
during performance hereunder to compete with any business to which the
CBI relates.

\(b\) The Contractor agrees to obtain the written consent of the CO,
after a written determination by the appropriate program office, prior
to entering into any subcontract that will involve the disclosure of CBI
by the Contractor to the subcontractor. The Contractor agrees to include
this clause, including this paragraph (b), in all subcontracts awarded
pursuant to this contract that require the furnishing of CBI to the
subcontractor.

**25. SECURITY REQUIREMENTS (FAR 52.204-2)**

\(a\) This clause applies to the extent that this contract involves
access to information classified \"Confidential,\" \"Secret,\" or \"Top
Secret.\"

\(b\) The Contractor shall comply with (1) the Security Agreement (DD
Form 441), including the *National Industrial Security Program Operating
Manual* (DOD 5220.22-M), and (2) any revisions to that manual, notice of
which has been furnished to the Contractor.

\(c\) If, subsequent to the date of this contract, the security
classification or security requirements under this contract are changed
by the Government and if the changes cause an increase or decrease in
security costs or otherwise affect any other term or condition of this
contract, the contract shall be subject to an equitable adjustment as if
the changes were directed under the Changes clause of this contract.

\(d\) The Contractor agrees to insert terms that conform substantially
to the language of this clause, including this paragraph (d) but
excluding any reference to the Changes clause of this contract, in all
subcontracts under this contract that involve access to classified
information.

\-\-\-\-\-\-\-\-\-\-- End of clause \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

2**6. CONTRACTOR PERFORMANCE EVALUATIONS (EPAAR 1552.209-76) OCT 2002)**

The contracting officer shall complete a Contractor Performance Report
(Report) within ninety (90) business days after the end of each 12
months of contract performance (interim Report) or after the last 12
months (or less) of contract performance (final Report) in accordance
with EPAAR 1509.170-5. The contractor shall be evaluated based on the
following ratings:

0 = Unsatisfactory,

1 = Poor,

2 = Fair,

3 = Good,

4 = Excellent,

5 = Outstanding,

N/A = Not Applicable.

The contractor may be evaluated based on the following performance
categories:

Quality,

Cost Control,

Timeliness of Performance,

Business Relations,

Compliance with Labor Standards,

Compliance with Safety Standards, and

Meeting Small Disadvantaged Business Subcontracting Requirements.

\(a\) The contracting officer shall initiate the process for completing
interim Reports within five (5) business days after the end of each 12
months of contract performance by requesting the project officer to
evaluate contractor performance for the interim Report. In addition, the
contracting officer shall initiate the process for completing final
Reports within five (5) business days after the last 12 months (or less)
of contract performance by requesting the project officer to evaluate
contractor performance for the final Report. The final Report shall
cover the last 12 months (or less) of contract performance. Within
thirty (30) business days after the project officer receives a request
from the contracting officer to complete an evaluation, the project
officer shall:

\(1\) Complete a description of the contract requirements;

\(2\) Evaluate contractor performance and assign a rating for quality,
cost control, timeliness of performance, compliance with labor
standards, and compliance with safety standards performance categories
(including a narrative for each rating);

\(3\) Provide any information regarding subcontracts, key personnel, and
customer satisfaction;

\(4\) Assign a recommended rating for the business relations performance
category (including a narrative for the rating); and

\(5\) Provide additional information appropriate for the evaluation or
future evaluations.

\(b\) The contracting officer shall:

\(1\) Ensure the accuracy of the project officer\'s evaluation by
verifying that the information in the contract file corresponds with the
designated project officer\'s ratings;

\(2\) Assign a rating for the business relations and meeting small
disadvantaged business subcontracting requirements performance
categories (including a narrative for each rating).

\(3\) Concur with or revise the project officer\'s ratings after
consultation with the project officer;

\(4\) Provide any additional information concerning the quality, cost
control, timeliness of performance, compliance with labor standards, and
compliance with safety standards performance categories if deemed
appropriate for the evaluation or future evaluations (if any), and
provide any information regarding subcontracts, key personnel, and
customer satisfaction; and

\(5\) Forward the Report to the contractor within ten (10) business days
after the contracting officer receives the project officer\'s
evaluation.

\(c\) The contractor shall be granted thirty (30) business days from the
date of the contractor\'s receipt of the Report to review and provide a
response to the contracting officer regarding the contents of the
Report. The contractor shall:

\(1\) Review the Report;

\(2\) Provide a response (if any) to the contracting officer on company
letter head or electronically;

\(3\) Complete contractor representation information; and

\(4\) Forward the Report to the contracting officer within the
designated thirty (30) business days.

\(d\) The contractor\'s response to the Report may include written
comments, rebuttals (disagreements), or additional information. If the
contractor does not respond to the Report within the designated thirty
(30) business days, the specified ratings in the Report are deemed
appropriate for the evaluation period. In this instance, the contracting
officer shall complete the Agency review and sign the Report within
three (3) business days after expiration of the specified 30 business
days.

\(e\) If the contractor submits comments, rebuttals (disagreements), or
additional information to the contracting officer which contests the
ratings, the contracting officer, in consultation with the project
officer, shall initially try to resolve the disagreement(s) with the
contractor.

\(f\) If the disagreement(s) is (are) not resolved between the
contractor and the contracting officer, the contracting officer shall
provide a written recommendation to one level above the contracting
officer for resolution as promptly as possible, but no later than five
(5) business days after the contracting officer is made aware that the
disagreement(s) has (have) not been resolved with the contractor. The
individual who is one level above the contracting officer shall:

\(1\) Review the contracting officer\'s written recommendation; and

\(2\) Provide a written determination to the contracting officer for
summary ratings (ultimate conclusion for ratings pertaining to the
performance period being evaluated) within five (5) business days after
the individual one level above the contracting officer receives the
contracting officer\'s written recommendation.

\(g\) If the disagreement is resolved, the contracting officer shall
complete the Agency review and sign the Report within three (3) business
days after consultation.

\(h\) The contracting officer shall complete the Agency review and sign
the Report within three (3) business days after the contracting officer
receives a written determination for summary ratings from one level
above the contracting officer.

\(i\) An interim or final Report is considered completed after the
contracting officer signs the Report. The contracting officer must
provide a copy of completed Reports (interim and final) to the
contractor within two (2) business days after completion.

\-\-\-\-\-\-\-\-\-\-- End of clause \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

27. **SUBCONTRACT CONSENT (FAR 52.244-100)**

The Contractor shall submit the information required by the
\"Subcontracts,\" clause to the Contracting Officer and assigned
\_\_\_\_\_\_\_\_\_\_. The Contracting Officer will provide written
notice to the Contractor of his decision.

Consent is given to issue the following subcontracts:

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

\-\-\-\-\-\-\-\-\-\-- End of clause \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--

28. **KEY PERSONNEL (EPAAR 1552.237-32)**

\(a\) The Contractor shall assign to this contract the following key
personnel:

[TBD]{.underline}

\(b\) During the first ninety (90) calendar days of performance, the
Contractor shall make no substitutions of key personnel unless the
substitution is necessitated by illness, death, or termination of
employment. The Contractor shall notify the Contracting Officer within
15 calendar days after the occurrence of any of these events and provide
the information required by paragraph (c) below. After the initial
ninety (90) calendar day period, the Contractor shall submit the
information required by paragraph (c) to the Contracting Officer at
least 15 calendar days prior to making any permanent substitutions.

\(c\) The Contractor shall provide a detailed explanation of the
circumstances necessitating the proposed substitutions, complete resumes
for the proposed substitutes, and any additional information requested
by the Contracting Officer. Proposed substitutes should have comparable
qualifications to those of the persons being replaced. The Contracting
Officer will notify the Contractor within 15 calendar days after receipt
of all required information of the decision on substitutions. This
clause will be modified to reflect any approved changes of key
personnel.

\-\-\-\-\-\-\-\-\-\-- End of clause \-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\-\--