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Timestamp: 2017-07-23 08:06:31
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Matched Legal Cases: ['art 12', 'art 9', 'art 4', 'art 121', 'art 126', 'art 126', 'arts 60', 'art 25', 'art 25', 'art 25', '§6212', '§6320', '§6159', '§362', 'art 124']

Peace Corps 50th Contract | Amendment 002 | Amendment 002pc50
Peace Corps 50th Contract | Amendment 002 | Amendment 002pc50Uploaded by Accessible Journal Media: Peace Corps DocumentsRating and Stats0.0 (0)Document ActionsShare or Embed DocumentEmbedDescription: See Peace Corps 50th Contract | July 31 2010 to July 30 2011
Amendment June 28, 2010: The period to file has been extended, but complaints possibly gave the contract a six month option; request fo...View MoreSee Peace Corps 50th Contract | July 31 2010 to July 30 2011
Amendment June 28, 2010: The period to file has been extended, but complaints possibly gave the contract a six month option; request for Corps (network) leadership and past performance amendment. The errors quoting Peace Corps 'targeted financial support;' Inter agency transfers reimbursements aren't listed(e.g. USAID) and transfers from other US government programs like PEPFAR(a PC hiring program) are listed as agency without amounts transferred or PCs hired. Gates foundation and other donations from groups are listed as private donations(e.g. 97% of donations FY 2009 are from individuals). It will be difficult for anyone to fulfill the contract without historical numbers and accurate listings of donations and transfers from agencies, US government programs, private groups and individuals, and HCN government contributions. https://www.fbo.gov/utils/view?id=96a7eba5781c8b5544342f960555adea
Amendment 002 PC-10-Q - 005
Rfp Pc 10 q 005 Fundraising Training and SupportCopyright: Attribution Non-Commercial (BY-NC)Flag for inappropriate content﻿June 28, 2010Amendment 002 Solicitation Number: PC-10-Q-005 Fundraising, Training and Recruitment Support Amendment 002 is hereby issued as follows: 1. To provide the Government response to vendor questions on the following pages under the above Solicitation. 2. To revise Sections Land M under the attached amended Solicitation. 3 .. Extend the Solicitation due date from June 30,2010 to July 14, 2010. 4. Revise the period of performance to August 16, 2010 - August 15, 2011, with a six month option. 5. To include the Adjectival rating definitions under Section M - Past Performance. 6. To provide information guidance on the Central Contactor Registration (CCR) process, DUN's and Tax Identification Number. This information can be retrieved at www.ccr.gov; click on "help" then click on "frequently asked questions" or "CCR User's Guide" for tutorial information. Peace Corps RFP Solicitation No. PC-IO-Q-005 RESPONSES 1. Among the gifts that have been received by OPSI over the years, approximately how many exceeded $1000? $5000? Response: In FY2009, there were 384 donations that exceeded $1,000. Of those 384 donations, 23 exceeded $5,000. 2. What kind of online fundraising capability do you currently have? Response: The majority of our donations (over 90%) are received via the web. Vendors are invited to visit the Peace Corps donation portal. Peace Corps Partnership Program: http://www.peacecorps.gov/index.cfm?shell=resources.donors so" ann iversary: https://www.peacecorps.gov/index.cfm?shell=resources. returned. fiftieth .donate& 3. Has the Peace Corps drafted a preliminary case for support (i.e. clearly defined the uses of the funds to be raised and their impact on the constituencies you serve), or will fundraising counsel be asked to assist with this? Response: OPSI has a draft case statement, however, we will look to the contractor to refine and customize the case statement based on identified needs and best practices/best business model/best fundraising strategies. 4. What staff or support, if any, is OPSI prepared to devote to the fundraising project? Response: Specific staff within the Office of Private Sector Initiatives (OPSI) are prepared to work closely with the contractor and are ready immediately to engage prospects upon award/in August. 5. Do you have any introductory relationships with potential corporate and foundation funders, or would we be starting from scratch in opening doors there? Response: OPSI does have a few pre-established relationships with potential corporate and foundation funders. However 97% of donors in FY09 were individuals. 6. Do you have volunteers in a leadership capacity (board, advisory group, etc) who might help open doors to potential funders? Response: As a government agency, Peace Corps does not have a board of directors or an advisory group. However, several senior staff members have offered to assist throughout the campaign. 7. Is there a clearly defined corps of leadership volunteers who may be available to assist with advocacy and solicitation? Response: As a government agency, Peace Corps does not have a board of directors or an advisory group. However, several senior staff members have offered to assist throughout the campaign. Peace Corps RFP Solicitation No. PC-IO-Q-005 RESPONSES 8. Does OPSI have current contact information for the 200,000 returned Peace Corps volunteers? If so, what is the format? Response: The agency is currently updating Returned Peace Corps Volunteer contact information in an electronic database. 9. Has OPSI considered establishing a separate supporting organization (501-c-3) as its fundraising arm? If so, what were the major considerations? Response: Peace Corps does not have the statutory authority to establish a separate 501 (c)(3) fundraising arm. 10. On page 45, 2. Past Performance, last sentence, the RFP states "an adjectival risk assessment shall be assigned using the following adjectives:" but none are listed. What are they? The Adjectival Ratings are detailed under Section M of the amended Solicitation. 11. What is required in a "Quality Assurance Surveillance Pian"? The Quality Assurance Surveillance Plan describes how the government will monitor contractor Deliverables and Performance Objectives. The column that reads, "Disincentive" must be completed by the Contractor using best commercial practices. The Disincentive column provides a mechanism for application of negative incentives should the contractor fail to perform at the established performance standards. 12. Given that your schedule gives firms approximately 36 hours to review and formulate questions about a 48 page request for proposal, is there some way that we might ask additional questions at a later date? The period for questions was extended through June 16 2010 and was posted on FedBizOpps. The period of time to submit proposals is extended via Amendment 002 to the Solicitation. All offerors should state any assumptions expressly in their proposals. 13. Some governmental agencies have great concerns about using corporate sponsorships in fundraising because of an implied conflict of interest. Do you envision that the Peace Corps will have concerns about such a fundraising technique? Response: Yes, Peace Corps has concerns, which is why the RFP requires pre-approval for all donor arrangements. 14. On page 8 of the RFP you say that your target is to have 25-50% of the money raised by October 15,2010. Does "amount raised" refer to pledges or cash in hand? Response: In the amended Solicitation posted with these questions, the target has been revised to 25% by the October 15, 2010. The amount raised refers to cash in hand. These are targets that Peace Corps has proposed; however, we would like offerors to include targets that they believe are realistic given the other variables described in the RFP. -----~------------------.--------.------------------------ Peace Corps RFP Solicitation No. PC-IO-Q-005 RESPONSES 15. What is the status of any "volunteer" leadership to assist in the early stages of the campaign? Response: As a government agency, Peace Corps does not have a board of directors or volunteers who work at a senior level garnering support for the agency. However, several senior staff members have offered to assist throughout the campaign 16. Are the staff prepared to engage prospects in August? If not, when will they be prepared to engage prospects? Response: Specific staff within the Office of Private Sector Initiatives (OPSI) are prepared to work closely with the contractor and are ready immediately to engage prospects upon award/in August. 17. Is there a draft case statement for support of the 50th Anniversary or is the consultant expected to start from scratch in the development of a case statement? Response: OPSI has a draft case statement, however, we will look to the contractor to refine and customize the case statement based on identified needs and best practices/best business models/best fundraising strategies. 18. In what format (paper, electronic and if electronic in what kind of database) is giving history of past donors stored? Please be as specific as possible. Response: Peace Corps uses an Oracle based accounting system to store and manage all giving history. At this time, we do not have a relationship management software solution. 19. In what format are the records of former Peace Corps Volunteers stored? To what extent is the contact information current? For what percent of the former PCV's does it contain email addresses? Are those email addresses current? Response: The agency is currently updating Returned Peace Corps Volunteer contact information in an electronic database. As this initiative is underway, the total percentage is undetermined at this time. 20. Is the contractor expected to conduct solicitations on behalf of the Peace Corps or are staff and volunteers expected to ask, following counsel's guidelines? Response: Peace Corps staff will conduct the final solicitation of potential donors. 21. The RFP states (page 6) that the "OPSI's goal is two-fold", both to raise the $1.5 million quickly and to build an infrastructure for "large-scale fundraising for other initiatives". However, throughout the RFP there are references to the "Time is of the essence in raising the funds". This latter reference implies that the main focus is on the short term objective rather than the long term objective. Can you assure us that the ability to build the infrastructure - the longer term objective - will also be important in your evaluation of proposals? Response: While raising the $1.5 million has a sense of immediate urgency, Peace Corps places high importance on the capacity building element to ensure long-term success. As stated in the evaluation factors, listed on page 44, the campaign strategy and capacity building are weighted heavier than the corporate capability, quality assurance plan and past performance sections of the offeror's proposal. In Peace Corps RFP Solicitation No. PC-IO-Q-005 RESPONSES light of this question, we are revising Section M to reflect that the campaign strategy is more important than the capacity building. They are subfactors of Criteria A. The subfactors for Criteria B are to be equally weighted. 22. On page 7 of the RFP you suggest a number of possible services which the Contractor "may" perform. Is it permissible to suggest a base price for certain services with additional costs for various services which the Peace Corps might or might not choose to have the Contractor perform? Response: Yes, this would be appropriate and desirable. Any additional costs associated with optional services that Peace Corps might choose to have the Contractor perform should be included in the Offeror's proposal as priced options to distinguish themfrom services that are part of the firm-fixed price required services under the RFP. 23. Electronic wealth and philanthropic screening of constituents is one way to qualify and segment the prospect pool. The RFP mentions wealth analysis, which can be done in a few different forms. Is electronic screening a possible option? This would entail receiving key data points about the constituents. Response: Yes, electronic screening is a possible option based on existing data points. Please provide the key data points required for this service in your proposal. -------------------- ---------------- ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6/28/10 RFP Solicitation No. PC-IO-Q-005 COMBINED SYNOPSIS/SOLICITATION THIS IS A COMBINED SYNOPSIS/SOLICITATION for commercial services prepared in accordance with the format in Subpart 12.6 and 13, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation. The solicitation number is PC-10-Q-005 and is issued as a Request for Proposal. The applicable NAICS code is 561499 and the size standard is $25 million. The provisions and clauses incorporated into this solicitation document are those in effect at the time of publication. Provisions and clauses incorporated by reference have the same force and effect as if they were given in full text. The full text of the Federal Acquisition Regulation (FAR) can be accessed on the Internet at http://www.acguisitioncentral.gov. Oral communications are not acceptable in response to this notice. The full RFP Solicitation with additional materials and instructions is attached. Electronic Responses are due by 9:00 a.m., e.s.t, on 07/14/2010. Late Proposals may not be accepted, based upon the discretion of the Contracting Officer. Questions are due no later than 9:00 a.m., June 21, 2010, (see Amendment One) and shall be directed to Denise Harper via email at dharper@peacecorps.gov. Page 1 of46 ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6/28/10 RFP Solicitation No. PC-IO-Q-005 PRICE PROPOSAL SECTION B The Peace Corps (PC) requires contractor services to support the Office of Private Sector Initiatives (OPSI) in fundraising activities to support events related to the so" anniversary celebration of the Peace Corps, as well as activities to build capacity within OPSI as detailed in Section C. B.1 CONTRACT TYPE The Peace Corps anticipates awarding a Firm Fixed Price Contract for a one year base period and one 6-month option period. B.2 PLACE OF PERFORMANCE All work ("Services") performed and delivered under any Contract awarded as a result of this solicitation shall be delivered at Peace Corps Headquarters, 1111 20th Street, NW; Washington, DC 20526. Attn: Barbi Broadus, Program Manager, Office of Private Sector Initiatives. B.3 PERIOD OF PERFORMANCE Period of Performance: August 16,2010 - August 15, 2011, with one six-month option. B.4. Price List Matrix August 16, 2010 - August 15, 2011 CLiN Product Qty Unit PC Extended Best % Description Fixed (Yearly) Commercial Discount Price Price Customer from Best Price Customer Price Perform Fundraising, Training and Support in 0001 accordance 12 Months with Section C. the Statement of Objectives Page 2 of 46 ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6128110 RFP Solicitation No. PC-IO-Q-005 OPTION PERIOD ONE: August 16, 2011 - February 15, 2012 CLiN Product Qty Unit PC Fixed Extended Best Percentage Description Price (Yearly) Cornmerclal Discount Price Customer from Price Best Customer Price Perform Fundraising, Training and Support in 0002 accordance 6 Months with Section C. the Statement of Objectives Page 3 of46 . .,.. ... • ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6/28/10 RFP Solicitation No. PC-IO-Q-005 Section C STATEMENT OF OBJECTIVES FUNDRAISING, TRAINING AND RECRUITMENT SUPPORT SERVICES Description/Specifications 1. BACKGROUND Peace Corps is an independent executive agency of the Federal Government established in 1961 to promote world peace and friendship through the service of American volunteers abroad. Peace Corps has its headquarters in Washington, DC, with 9 Regional Recruiting Offices across the United States, and approximately 70 overseas field offices ("Posts"). At the beginning of FY09, there were approximately 8,000 Volunteers serving worldwide, a number we are hoping to expand in the years ahead. Peace Corps is funded primarily via an annual two-year appropriation from Congress. In addition, the Agency receives targeted financial support via Inter-Agency Reimbursable Agreements, Transfers from Other Agencies, i.e. President's Emergency Plan for AIDS Relief (PEPFAR) funding from US AID, Host Country Contributions, and private donations. The Peace Corps traces its roots and mission to 1960, when then Senator John F. Kennedy challenged students at the University of Michigan to serve their country in the cause of peace by living and working in developing countries. From that inspiration grew an agency of the federal government devoted to world peace and friendship. Since that time, nearly 200,000 Peace Corps Volunteers have served in 139 host countries to work on issues ranging from AIDS education to information technology and environmental preservation. The Peace Corps' mission has three simple goals: • Helping the people of interested countries in meeting their need for trained men and women. • Helping promote a better understanding of Americans on the part of the peoples served. • Helping promote a better understanding of other peoples on the part of Americans. Today's Peace Corps is more vital than ever, working in emerging and essential areas such as information technology and business development, and committing more than 1,000 new Volunteers as a part of the President's Emergency Plan for AIDS Relief. Peace Corps Volunteers continue to help countless individuals who want to build a better life for themselves, their children, and their communities. Page 4 of 46 .""' ... ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6128110 RFP Solicitation No. PC-IO-Q-005 2. PURPOSE/OBJECTIVES The year 2011 marks the so" anniversary of the Peace Corps. Plans are underway to engage people around the world in events that will celebrate the legacy of Peace Corps and gain momentum as we embark on the next fifty years. The historic speech by John F. Kennedy to students at the University of Michigan inspired the creation of the Peace Corps in 1961. A commemoration of that speech in October of 2010 will launch the Peace Corps' 50th anniversary celebration. Peace Corps will host a series of events, approximately one per month, throughout 2011. Many events will have costs associated with them, but some will not. Due to a change in administration and time involved in developing the strategy for the so" anniversary, the agency has a very short timeframe to raise the estimated funds required to support these events. Time is of the essence in raising the funds. The total estimated cost for all events taking place in 2011 is approximately $1.5 million. The money raised will help cover expenses associated with an event on the National Mall, a gift of historical materials to the Smithsonian Institution, museum exhibits, and collateral materials associated with the so" anniversary, etc. It is important to note that the intent of the so" anniversary is not to host a large party to celebrate Peace Corps' successes over the last 50 years. Rather, the so" anniversary is an opportunity for the Peace Corps to thank the American people, the countries that have invited us to serve, and those that have supported the agency over the years. The so" anniversary goals are listed below: Overarching Goal Maximize this opportunity to support the agency's mission and legacy by honoring its past, spotlighting its current relevance and advancing the Third Goal through education and engagement. 50th Anniversary Specific IGoals • Make the public aware of the success and impact of Peace Corps in fostering peace and understanding; • Advance the Third Goal of Peace Corps - bringing the world back home to share with the American public; • Support recruiting efforts to grow Peace Corps and meet the goals of the President and Congress; and, • Recognize and honor those who have contributed to the success of the Peace Corps; Peace Corps Volunteers (and staff), host countries and national leaders. 3. CURRENT CAPACITY The Peace Corps' Office of Private Sector Initiatives ("OPSI") solicits and accepts donations on behalf of the agency. Since 1964, OPSI's signature program has been the Peace Corps Partnership Program ("Partnership Program" or "PCPP"), to fund Volunteer projects worldwide. Most Volunteers undertake projects with their host communities that require little to no outside funding. However, there are times Page 5 of 46 ......... ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6128110 RFP Solicitation No. PC-IO-Q-005 when local resources are unable to meet local needs. In these instances, the Partnership Program can help. In conjunction with their communities, Volunteers submit a project proposal to OPSI. In turn, OPSI solicits donations from the families and friends of Volunteers on their behalf. OPSI does receive some funding from other sources; even so, 97% of donors in FY09 were individuals. During FY09, OPSI raised over $2 million from 10,595 donors for 637 projects. The average donation was approximately $175. The Partnership Program is very successful and has doubled in size in the last four years, both in the number of donors and the number of projects. OPSI staffing levels have, for the most part, remained constant during this time of significant growth. In recent years, time has been spent on building the infrastructure needed to maintain quality growth. It is important to note that OPSI is responsible for the implementation and management of the Partnership Program as well as accepting donations on behalf of each PCPP project. Currently, OPSI is a staff of nine: Director, Program Manager, two Program Specialists, two Program Support Assistants, Marketing Specialist, Administrative Officer, and an Administrative Specialist. The Program Specialists and one of the Program Support Assistants are wholly dedicated to the implementation of the Partnership Program. The Administrative Officer and Specialist manage all fiscal tasks related to the acceptance, processing, and allocation of donations to the agency. The remaining staff has more flexibility in their workload; however, a large part of time is allocated to the management of the Partnership Program. The fundraising focus, since 1964, has been on grassroots fundraising and has targeted a very specific demographic - friends and family of currently serving Volunteers. The type of fundraising required for the so" anniversary employs a different strategy. Historically, Peace Corps' donor engagement activities have been typically based around a one-time transaction - a friend or family member donating to a specific Volunteer project. Most business processes are manual from inputting donor data into a financial database to processing hard copies of tax receipts/thank you letters. There is a move to automate our processes in many significant ways. OPSI intends to implement a customer relationship management (CRM) solution in the near future. We are also working closely with our financial and IT offices to automate various manual processes. There is an opportunity to reach out to an untapped market. After an initial donation to a PCPP project, OPSI has not asked donors to consider additional or repeat donations. OPSI has not engaged in outreach activities to garner support from the nearly 200,000 Returned Peace Corps Volunteers (RPCVs) around the world. Also, there is an opportunity to build stronger relationships with the various state or country-of-service groups (e.g. RPCVs of Colorado or Friends of Mali). In hiring an outside firm to fundraise for the so" anniversary, OPSl's goal is two-fold. One, we need to raise the required funds for so" anniversary events and activities (approximately $1.5 million) and raise them quickly. Two, OPSI must acquire the infrastructure and capacity required to engage in large-scale fundraising for other initiatives and agency needs as well as build on the momentum of the capital campaign following the completion of the contract. OPSI will work closely with the firm throughout the contract to ensure that all relationships developed are clearly viewed as Peace Corps' and so that the capacity stays with the agency once the firm's work is complete. Page 6 of46 ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6128110 RFP Solicitation No. PC-IO-Q-005 4. CHALLENGES As a government agency with a 170(c)(1) tax status, certain factors may limit the ability to fundraise in the same way a typical 501 (c)(3) nonprofit organization can. • While 100% of each donation goes to the intended program and/or project and donations are tax-deductible, donors, such as foundations and trusts, may be unfamiliar with donating to a 170( c)( 1) and determine that they cannot. 5. OVERARCHING OBJECTIVES Services The Contractor may perform, any or all of, the following services, as well as ancillary or related services: Feasibility Study: An objective analysis of Peace Corps' fund raising potential that measures our case strength and the available resources. The written report includes findings, recommendations, and a campaign plan, timetable, and budget. Capital Campaign Strategy: A written document, outlining the case statement, methods, milestones, and implementation plan that Peace Corps will use to embark upon an intensive, time-limited fundraising endeavor to fund all so" anniversary events. Capacity Development: Training, activities and infrastructure building with Peace Corps/OPSI staff with the goal of increasing fundraising abilities or skills within as well as improving staffing and resource allocation for increased efficiency. Prospect Research: Identification and analysis of current and new prospective donors to support Peace Corps programs and initiatives. This may involve wealth analysis, propensity for charitable giving and/or identification of mutual objectives. Donor Cultivation: Actively engage and/or train current staff in the educative process to inform, promote, and encourage interest and/or involvement in Peace Corps programs and initiatives on the part of a potential donor. Gift Chart Development: Development of a gift chart, which details the size and number of gifts that may be needed at each level of giving in order to achieve the so" anniversary campaign goal. Charts would need to include identification of specific prospects and all contact information. Outreach Activities: Development of specific materials or activities to raise awareness of Peace Corps fundraising goals. Staff Training: Training OPSI team members in a variety of development methods with the intent to build sustainable capacity within OPSI. Fundraising: Raise the required funds for so" anniversary events and activities(approximately $1.5 million) All donations - either monetary or in-kind services ~ must be made directly to the Peace Corps. The Contractor shall not structure the fund raising efforts so that any donations are made to the Contractor on behalf of Peace Corps. All gifts must be pre-approved by Peace Corps in accordance with Peace Corps policies. Page 7 of46 ......... . ~ Fundraising, Training and Recruitment Support for so" Anniversary Events AMENDMENT 002. AMENDED 6128110 RFP Solicitation No. PC-IO-Q-005 June 30, 2011 75-100% Page 8 of 46 ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6128110 RFP Solicitation No. PC-IO-Q-005 Section D Packaging and Marking - where applicable, will be in accordance with Contractor's Commercial Practices. Section E E.1 Inspection and Acceptance - in accordance with FAR 52-212-4(a). CONTRACT TERMS AND CONDITIONS-COMMERCIAL ITEMS (MAR 2009) (a) Inspection/Acceptance. The Contractor shall only tender for acceptance those items that conform to the requirements of this contract. The Government reserves the right to inspect or test any supplies or services that have been tendered for acceptance. The Government may require repair or replacement of nonconforming supplies or reperformance of nonconforming services at no increase in contract price. If repair/replacement or reperformance will not correct the defects or is not possible, the Government may seek an equitable price reduction or adequate consideration for acceptance of nonconforming supplies or services. The Government must exercise its post-acceptance rights- (1) Within a reasonable time after the defect was discovered or should have been discovered; and (2) Before any substantial change occurs in the condition of the item, unless the change is due to the defect in the item. E.2 Acceptance Criteria Deliverables shall be reviewed for quality, completeness, correctness, and adherence to Section C of the Statement of objectives. Deliverables shall be completed in a timely manner and within the period of performance for this contact. Section F F.1 Deliveries or Performance Schedule - All Deliverables and Reports are the property of the Peace Corps and shall be marked, "For Official Use Only", by the Contractor. The Peace Corps may authorize the Contractor to release a report or portion thereof. Peace Corps will provide any such authorization in writing to the Contractor. Verbal authorization is not sufficient and the Contractor shall not rely on any verbal authorization. Page 9 of46 ~ Fundraising, Training and Recruitment Support for so" Anniversary Events AMENDMENT 002 AMENDED 6/28/10 RFP Solicitation No. PC-IO-Q-005 All Deliverables and reports shall be submitted to the attention of the COTR as provided below. Peace Corps 1111 20th Street, N.W. 3rd Floor Washington, DC 20526 Attn: Barbi Broadus, OPSI Program Manager e-mail: bbroadus@peacecorps.gov (202) 692-2174 All deliverables shall be provided in accordance with the delivery schedule. F.2 Deliverables The Contracting Officer's Technical Representative ("COTR") will have the right to reject or require correction of any deficiencies found in the deliverables. In the event of rejection of the deliverables, the COTR will notify the contractor in writing as to the specific reason why the deliverables are being rejected. All deliverables shall be documented and this document provided to the COTR or his/her designated representative. There will be scheduled dates during the contract period when large payments from donated sources will need to be allocated to key vendors, the earliest of which will be during the fall of 2010. Also, as events will be held throughout the year, we may identify other milestones or target dates to allocate funds to various vendors. Below is a preliminary list of dates for deliverables: The Contractor shall provide an Implementation Plan for the Capital Campaign Strategy and the Capacity Building Strategy.. The plan must identify the Contractor's approach, resources and time line for completing the project goals during the life of the contract and to identify target dates by which fundraising goals/levels are achieved. Time is of the essence in raising the funds. Page 10 of46 ........ ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6128110 RFP Solicitation No. PC-IO-Q-005 SECTION G CONTRACT ADMINISTRATION DATA G.1 Contract Management Notwithstanding the Contractor's responsibility for total management during the performance of this contract, the administration of the contract will require maximum coordination between the Peace Corps and the Contractor. G.2 Contracting Officer Responsibilities All contract administration will be effected by the CO. Communications pertaining to contractual administrative matters shall be addressed to the CO. No changes in or deviation from the Statement of Objectives (SOW) shall be effected without a written modification to the contractls executed by the CO, authorizing such changes. The Contracting Officer (CO) is the only person authorized to approve changes or modify any of the requirements under this contract. In the event the Contractor effects any change at the direction of any person other than the CO, the change will be considered to have been made without authority and no adjustment will be made in the contract price to cover any increase in costs incurred as a result. The Contractor shall submit requests for modification of this contract to the CO with a copy of the request to the appropriate Contracting Officer's Technical Representative (COTR). Contractual problems of any nature that may arise during the life of this contract must be handled in conformance with very specific public laws and regulations (e.g., Federal Acquisition Regulation). Only the CO is authorized to formally resolve such problems. Therefore, the COTR and the Contractor are hereby directed to bring all such contractual problems to the immediate attention of the CO. G.3 COTR Responsibilities The CO has appointed Barbi Broadus as the Contracting Officer's Technical Representative. The COTR will represent the CO in the technical phases of the work. The COTR will provide no supervisory or instructional assistance to Contractor personnel. The COTR is not authorized to change any of the terms and conditions of the contract. Changes in the scope of work will be made only by the CO by properly executed modifications to the contract. The COTR responsibilities shall include: 1. Monitoring the Contractor's performance to ensure compliance with technical requirements of the contract; 2. Review and approval of status reports submitted every two weeks, etc.; 3. Review and approval of monthly invoices; Page 11 of46 ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6128110 RFP Solicitation No. PC-IO-Q-005 4. Verifying and certifying that the items have been inspected and meet the requirements of the contract; 5. Immediately notifying the CO, in writing, if performance is not proceeding satisfactorily; 6. Ensuring that changes in work under the contract are not initiated before a modification is issued by the CO; 7. Providing the CO with a written request and justification for changes; 8. Upon approval of the CO, furnishing interpretations relative to the meaning of technical specifications, and technical advice relative to CO approvals of subcontracts, overtime, travel to general purpose meetings, etc.; 9. Inspecting and accepting services, including visiting the Contractor's facilities to check performance as authorized by contract inspection clause on a non-interference basis. This may include, but is not limited to, evaluation of the following: a. Actual performance versus schedule and reported performance; and b. Changes in technical performance which may affect financial status, personnel or labor difficulties, over extension of resources, etc. 10. Upon the completion of the contract, the COTR informs the CO concerning the following: a. All deliverables and services required to be furnished and/or performed under the contract; and b. Prepares a performance report detailing compliance with requirements, quality assurance, timely completion, and any problems associated with the contractlTOs. The COTR will furnish technical information to the CO to provide specific details, milestones to be met within the terms of the contract, and any other information of a technical nature necessary to perform the work specified in the contract. The COTR shall not issue any instructions which would constitute a contractual change. The COTR is NOT authorized to re-delegate his/her authority. G.4 Contractual Problems Contractual problems, of any nature, that may arise during the life of this contract must be handled in conformance with specific laws and regulations. The Contractor and the COTR shall bring all contracting problems to the immediate attention of the Contracting Officer. Only the Contracting officer is authorized to formally resolve such problems. Page 12 of46 ""' ..... ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6/28/10 RFP Solicitation No. PC-IO-Q-005 G.5 Requests for Information Requests for information on matters related to this contract, such as explanation of terms and contract interpretation, shall be submitted in writing to the Contracting Officer. Written communications shall make reference to the contract number and shall be submitted to the Contracting Officer. G.6 Invoice Requirements Electronic Invoices for each task order shall be submitted monthly, to gapdomesticinvoice@peacecorps.gov. The invoice shall include, but not be limited to, the following information: Name and address of the Contractor Invoice date and invoice number Period of performance covered by the invoice Contract Number Description, price(s), date of service, and quantity(ies) of services and supplies for which payment is being requested Shipping and payment terms, if any EFT account/payment information Costs incurred under the current voucher or costs incurred to date (cumulative) Signature of the Contractor's authorized representative Contractor's Tax Identification Number (TIN) G.7 Invoice Certification Upon receipt of the invoices, the Peace Corps will check the invoices for correctness and appropriateness of the charges and will ensure that chargeable items appearing on the invoices have been formally accepted by the Peace Corps. In the event that the Peace Corps discovers any discrepancies in the invoice, the Peace Corps Contracting Officer and COTR will, in addition to following the requirements of the Prompt Payment Act, take steps necessary to resolve the discrepancies with the Contractor. G.8 Invoice Payment For the purposes of this subsection, "invoice payment" is a Government disbursement of moneys to the Contractor under this contract for products and/or services which are formally accepted by the Government. Invoices are payable in accordance with the requirements of the Prompt Payment Act. Payment will be considered as being made on the day the electronic funds transfer is made. G.g Withholding of Contract Payments Notwithstanding any other payment provision of this contract, failure of the Contractor to submit required reports when due, or failure to perform or deliver required services/supplies may result in the withholding of payments under this contract. Payments may be withheld unless such failure arises out of circumstances beyond the Contractor's control and without fault or negligence on the Page 13 0[46 ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6/28/10 RFP Solicitation No. PC-IO-Q-005 part of the Contractor, as provided for in the relevant contract clauses. The Peace Corps shall promptly notify the Contractor of its intention to withhold payment of any voucher or invoice in full; however, if only a portion(s) of the invoice are being withheld, then the voucher may be processed without notification to the Contractor to prevent delay in payment. G.10 Interpretation or Modification No oral or written statement of any person and no written statement of anyone other than the CO shall modify or otherwise affect the terms or meaning or this contract. Requests for interpretations, modifications or changes must be made in writing to the CO. The COTR can only respond (verbally or in writing) to technical matters. G.11 Points of Contact Peace Corps 1111 20th Street, N.W. 3rd Floor Washington, DC 20526 Attn: Barbi Broadus, OPSI Program Manager e-mail: bbroadus@peacecorps.gov (202) 692-2174 Contracting Officer Alicia Steele Supervisory Contracting Officer 1111 zo" Street, N.W. Washington DC 20526 asteele@peacecorps.gov 202-692-1626 Contract Specialist Denise Harper Contracts Specialist 1111 zo= Street, N.W. Washington DC 20526 dharper@peacecorps.gov 202-692-1634 Page 140[46 ~ Fundraising, Training and Recruitment Support for so" Anniversary Events AMENDMENT 002 AMENDED 6128110 RFP Solicitation No. PC-lO-Q-005 SECTION H Special Contract Requirements H.1 Data Security Requirements Peace Corps information systems contain sensitive information, as defined in the Computer Security Act of 1987 (PL 100-235), and contain personal information subject to the Privacy Act of 1974 (PL 93- 579 and amendments). It will be the Contractor's responsibility to familiarize and brief employees and subcontractors on the provisions of the Privacy Act. FAR clauses, 52.224-1: "Privacy Act Notification", and 52.224-2: "Privacy Act" are hereby incorporated by reference. The confidentiality and disclosure provisions of Title VII of the Civil Rights Act of 1964 and Title I of the American with Disabilities Act prohibit disclosure of any charge or charge-related information. The Contractor shall agree that such information will not be disclosed and will only be used for the performance of their responsibilities under this contract. H.2 FAR 52.204-9, Personal Identity Verification of Contractor Personnel (Sept 2007) (a) The Contractor shall comply with agency personal identity verification procedures identified in the contract that implement Homeland Security Presidential Directive-12 (HSPD-12), Office of Management and Budget (OMB) guidance M-05-24 and Federal Information Processing Standards Publication (FIPS PUB) Number 201. (b) The Contractor shall insert this clause in all subcontracts when the subcontractor is required to have routine physical access to a Federally-controlled facility and/or routine access to a Federally-controlled information system. H.3 Notification of Compromise or Breach A breach and/or incident means the loss of control, compromise, unauthorized disclosure, unauthorized acquisition, unauthorized access, or any similar term referring to situations where persons other than authorized users and for other than authorized purposes have access or potential access to Peace Corps Personally Identifiable Information (PII) or Covered Information, whether in physical or electronic form. • Any events, incidents, violations or other activities that may involve the compromise or potential compromise of Peace Corps information provided to the Contractor shall be reported immediately. In accordance with Peace Corps' Manual Section 899, Breach Notification Response Plan, the Contractor shall provide notification of a suspected or known breach promptly (within 4 hours) by calling Peace Corps' Domestic Services Help Desk at 1-202-692- 1000. • If a suspected or known breach occurs, the Contractor shall work with and provide necessary information, as requested, to the Peace Corps Incident Response Team. The contractor shall be held financially liable for all damages resulting from any breach of information security if such breach is caused by the contractor, persons employed by the contractor, or electronic systems controlled by the contractor. H. 4 Personnel Security Requirements Page 15 of46 ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6128110 RFP Solicitation No. PC-IO-Q-005 It is the policy of Peace Corps to exclude from employment any persons who have engaged in intelligence activity or related work or who have been employed by or connected with an intelligence Agency. Contractor personnel include subcontractors as well. • All Contractor personnel assigned to these tasks must be able to read, write, speak, and understand English. • All Contractor personnel who will be working onsite and certain offsite personnel, designated by the CO, shall complete either a Limited Background Investigation (LBI) or Access National Agency Check with Inquiry (ANACI). • Peace Corps representatives shall have the option to validate all clearance levels and authorities. • All Contractor and Subcontractor personnel shall complete Peace Corps Security Awareness Training prior to working with Peace Corps information. • Contractor questions on information security policies, procedures, or standards should be referred to the COTR. • At the conclusion of the contract, Contractor shall provide a complete archive copy of all Peace Corps information created or updated under this contract; files will be in an agreed-upon format to support use and manipulation by commercial off-the-shelf office automation products independent of this contract and any proprietary applications of the contractor • Contractor and Subcontractors shall remove all Peace Corps information from their servers, networks, storage devices and all other information system components upon completion of the work under this task order. The Contractor's representative shall provide written certification attesting to the completion of this activity. H.S Peace Corps Personnel Identity Verification Procedures The Peace Corps personnel identity verification procedures are as follows: • All Contractor and Subcontractor personnel shall meet Peace Corps requirements for access to sensitive information prior to working with Peace Corps information. • In compliance with Homeland Security Presidential Directive 12 (HSPD-12), Peace Corps will conduct background checks of all new contractor employees to verify their suitability for access to Peace Corps information, and, if necessary, physical access to Peace Corps facilities. If a proposed contractor employee has an active security clearance granted by another Federal agency, which can be verified through Office of Personnel Management's Clearance Verification System, and the contractor employee was processed via HSPD-12 Personal Identity Verification procedures, the proposed contractor employee will normally not have to be re-investigated. • Contractor employees will be required to complete a security questionnaire and fingerprints cards at least 14 days prior to the date that they expect to begin work. Pending the submission of these documents, Peace Corps' Office of Safety and Security (SS) will conduct pivotal records checks, including those of the credit bureau and national law enforcement agencies. Following the receipt of the results of those inquiries, a determination will be made as to whether or not the contractor employee should be given interim access to Peace Corps information/facilities while the remainder of the investigation is completed. If a favorable determination is made, SS will grant interim access. The contractor employee shall abide by all security requirements of the Agency for access to information and/or facilities, including use of accounts, wearing of badge, evacuation plans, etc. Page 16 of 46 ·~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6128110 RFP Solicitation No. PC-IO-Q-005 • Upon the favorable adjudication of the completed investigation, the contractor employee's status will be changed from interim to final. If however, during the course of the investigation, an issue is discovered that could impact on granting final unescorted access status, the contractor employee will be barred from unescorted access to Peace Corps information/facilities until the precipitating issue can be resolved. • If for any reason, at the sole discretion of the Peace Corps, the Office of Safety and Security denies a contractor employee final unescorted access to information or facilities, the contractor shall immediately assign a replacement resource with similar qualifications to provide the required services. The replacement employee will be subject to the procedures outlined above. • At the end of contractor employee's performance for the Peace Corps, whether at the end of the contract or during the period of performance, the contractor employee shall turn in his/her Peace Corps issued identification badge and all individually issued government furnished equipment to COTR prior to departure. The applicable Peace Corps Staffing Analyst for the COTR will promptly remove the contractor employee from software tracking systems such as e-mail, Personnel Tracking System (PTS), etc. • Because some components of Peace Corps information systems may be subject to the Export Administration Regulations (EAR), all Contractor personnel must be U.S. citizens or lawful permanent residents. • On a regular basis throughout the contract, the Contract Manager will advise the COTR of changes in contractor employee status, especially in cases of termination for cause or other circumstances that may present a threat to agency information, information systems, or facilities. • Contractor shall ensure this clause is incorporated into all subcontracts associated with their work under this task. H.6 Confidentiality/Dissemination of Information The confidentiality and disclosure provisions of Title VII of the Civil Rights Act of 1964 and Title I of the Americans with Disabilities Act prohibit disclosure of any charge or charge-related information. The Contractor shall agree that such information will not be disclosed and will only be used for the performance of their responsibilities under this contract. There shall be no dissemination or publication, except within and between the Contractor and any subcontractors, of information obtained or developed under this contract or contained in the reports to be furnished pursuant to this contract, without the prior written approval of the Contracting Officers Technical Representative (COTR) or the CO. H.7 Government Property The Contractor must be responsible for safeguarding all government property provided for Contractor use. Damage to, or loss of, U.S. Government Property when it is due to the Contractor's negligence shall result in the Contractor being liable for repair or replacement thereof. The Government may withhold from amounts otherwise due the Contractor any amount the Contracting Officer determines to be necessary to protect the Government against loss as a result of Contractor negligence. H.S Rights To Intellectual and/or Creative Data (May 2003) All Contractor's rights or interests, including but not limited to, rights under copyright laws (federal otherwise) and copyright common law, in any and all deliverable items, collateral materials, or any other Page 17 of46 .~ Fundraising, Training and Recruitment Support for so'" Anniversary Events AMENDMENT 002 AMENDED 6/18/10 RFP Solicitation No. PC-IO-Q-005 products created or provided under this contract shall hereby be assigned and transferred to the Peace Corps in this contract, including the right to modify same, to use same, and to authorize others to use same in their original or modified form for any purpose. H.9 ORGANIZATIONAL CONFLICT OF INTEREST General The term "organizational conflict of interest" means that the Contractor (which term hereinafter shall be deemed to include its chief executives, directors, any consultants, or subcontractors utilized under this contract other than a vendor selling incidental material) has interests which (i) may diminish its capacity to give impartial, technically sound, objective assistance and advice in performing this contract, (ii) may otherwise result in a biased work product under this contract, or (iii) may result in an unfair competitive advantage to itself or others. The Contractor's attention is directed to FAR Subpart 9.5, Organizational Conflicts of Interest. In the execution of certain contract tasks, it is anticipated that assigned Contractor personnel will require access to confidential or proprietary business, technical and financial information belonging to the Government or other companies. The information may include but is not limited to pre-decisional budget and acquisition sensitive information, preparation of specifications or work statements, and evaluation services. After receipt thereof, the Contractor and affected individuals shall treat such information as confidential and agree not to appropriate such information to its own use or to disclose such information to third parties unless specifically authorized by the contracting officer in writing. The foregoing obligations, however, shall not apply to: Information which, at the time of receipt by the Contractor, is in the public domain; Information which is published after receipt thereof by the Contractor or otherwise becomes part of the public domain through no fault of the Contractor; Information which the Contractor can demonstrate was in his possession at the time of receipt thereof and was not acquired directly or indirectly from the Government or other companies; Information, which the Contractor can demonstrate, was received by it from a third party that did not require the Contractor to hold it in confidence. The Contractor shall obtain the written agreement, in a form satisfactory to the contracting officer, of each employee permitted access, whereby the employee agrees that he will not discuss, divulge or disclose any such information or data to any person or entity except those persons within the Contractor's organization directly concerned with the performance of the contract. The Contractor agrees, if requested by the Government, to sign an agreement identical, in all material respects, to the provisions of this clause, with each company supplying information to the Contractor under this contract, and to supply a copy of such agreement to the contracting officer. From time to time upon request of the contracting officer, the Contractor shall supply the Government with reports itemizing information received as confidential, proprietary, pre-decisional budget information, or acquisition sensitive information, and setting forth the company or companies from which the Contractor received such information. Page 18 of46 ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6/28/10 RFP Solicitation No. PC-IO-Q-005 The Contractor agrees that upon request by the Contracting Officer it will execute a contracting officer approved agreement with any party whose facilities or proprietary data it is given access to or is furnished, restricting use and disclosure of the data or the information obtained from the facilities. Upon request by the contracting officer, Contractor personnel shall also sign such an agreement. If after award, the Contractor discovers an organizational conflict of interest, with respect to this contract, it shall make an immediate and full disclosure in writing to the Contracting Officer. The disclosure shall include identification of the conflict, the manner in which it arose, and a description of the action the Contractor has taken or proposes to take to avoid, eliminate or neutralize the conflict. The Government may, however, terminate the contract. In the event that the Contractor was aware of an organizational conflict of interest prior to award of this contract and did not disclose the conflict to the Contracting Officer or becomes aware of an organizational conflict of interest after award of this contract and does not disclose the conflict of interest within ten (10) working days of becoming aware of such conflict, the Government may terminate the contract and the Contractor shall not be entitled to reimbursement of any cost incurred in performing this contract or payment of any fee there under. Further, such costs shall not be allocable or chargeable, directly or indirectly, to any other contract with the Government. The rights and remedies of the Government provided in this clause shall not be exclusive and are in addition to any other rights and remedies of the Government provided by law or under this contract. The Contractor agrees that during performance of the contract and for a period of three (3) years after the completion of performance of this contract, the Contractor, including all divisions thereof, and any affiliate of the Contractor, any joint venture involving the Contractor, any entity into or with which it may subsequently merge or affiliate, or any other successor or assign of the Contractor, shall not: (a) Supply information or material received from this contract, to any firm participating in or having a known prospective interest in the subject matter areas for which the sensitive information described in paragraph (i) above was initially submitted, nor enter into any contractual relationship which would .affect or appear to affect the equity and integrity of its recommendations. (b) Furnish to the United States Government, either as a prime Contractor or as a subcontractor, any component of any system for which the sensitive information described in paragraph (1) above was initially submitted, that it is not currently obligated to deliver for defense purposes. This provision shall flow down to all subcontracts and teaming agreements. No data provided to the Contractor or collected by the Contractor for the purpose of work performance shall be used outside of the contract. At the end of the contract term, the Contractor and all subcontractors shall return said data and destroy additional copies of said data files, etc. H.10 KEY PERSONNEL (MAY 2003) (a) The personnel specified below are considered to be essential to the work being performed under this contractual arrangement. 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 Page 19 of46 .~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6/28/10 RFP Solicitation No. PC-IO-Q-005 termination of employment. The Contractor shall notify within 15 calendar days after the occurrence of any of these events and provide the information required by paragraph (b) of this clause. After the initial gO-calendar day period, the Contractor shall submit the information required by paragraph (b) to the Contracting Officer at least 15 calendar days prior to making any permanent substitutions. (b) Prior to diverting any of the specified individuals to other projects, or otherwise substituting any other personnel for specified personnel, the Contractor shall notify the Contracting Officer reasonably in advance but not less than 15 calendar days prior and shall submit justification (including proposed substitutions) in sufficient detail to permit evaluation of the impact on the contract effort. Proposed substitutions must have comparable qualifications to those of the persons being replaced. No diversion shall be made by the Contractor without the written consent of the Contracting Officer; provided that the Contracting Officer may ratify a diversion or substitution in writing and that ratification shall constitute the consent of the Contracting Officer required by this clause. The Contracting Officer shall respond to the request within 15 calendar days of receipt. The contract may be modified from time to time during the course of the contract to either add or delete personnel, as appropriate. (List Key Personnel and Title) Name Title Project Manger Senior Fundraiser or equivalent H.13 OBSERVANCE OF LEGAL HOLIDAYS AND ADMINISTRATIVE LEAVE (AUG 2002) (a)(1) Peace Corps observes the following days as holidays- New Year's Day Memorial Day Columbus Day Christmas Day Martin Luther King's Birthday Independence Day Veteran's Day President's Day Labor Day Thanksgiving Day Any other day designated by Federal law, Executive Order or Presidential Proclamation. (2) When any holiday specified in (a)(1) falls on a Saturday, the preceding Friday shall be observed. When any such holiday falls on a Sunday, the following Monday shall be observed. Observances of such days by Government personnel shall not be cause for additional period of performance or entitlement to compensation except as set forth in the contract. If the Contractor's personnel work on a holiday, no form of holiday or other premium compensation will be reimbursed either as a direct or indirect cost, unless authorized pursuant to an overtime clause elsewhere in this contract. (b)(1) Peace Corps may close a Peace Corps facility for all or a portion of a business day as a result of- (A) Granting administrative leave to non-essential Peace Corps employees (e.g., unanticipated holiday); Page 20 of46 ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6/28/10 RFP Solicitation No. PC-IO-Q-005 (8) Inclement weather; (C)I Failure of Congress to appropriate operational funds; (D) Or any other reason. (2) In such cases, Contractor personnel not classified as essential, i.e., not performing critical round-the-clock services or tasks, who are not already on duty at the facility shall not report to the facility. Such Contractor personnel already present shall be dismissed and shall leave the facility. (3) The Contractor agrees to continue to provide sufficient personnel to perform round-the-clock requirements of critical tasks already in operation or scheduled for performance during the period in which Peace Corps employees are dismissed, and shall be guided by any specific instructions of the Contracting Officer or his/her duly authorized representative. H.14 Use of Peace Corps Name and Logo (November 2008) The Contractor shall make no publicity announcements or issue other public relations or promotional materials mentioning the Contractor's connection with Peace Corps without first consulting with the Contracting Officer. Further the Contractor shall not use the Peace Corps name and/or logo in conjunction with, or proximity to, the Contractor's logo, trademark, trade name or facsimile thereof (cobranding) without the advance written concurrence of the Contracting Officer. H.1S Loss/Damages The Peace Corps does not accept responsibility for any damage or loss of the Contractor's supplies or property or that of the Contractor's employees or subcontractors. Page 21 of46 ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6128110 RFP Solicitation No. PC-IO-Q-005 SECTION I CONTRACT CLAUSES 1.1 FAR 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEBRUARY 1998). _ This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this address: https:/lwww.acguisition.gov/far/ 52.204-7 CENTRAL CONTRACTOR REGISTRATION (Apr 2008) 52.209-2 PROHIBITION ON CONTRACTING WITH INVERTED DOMESTIC CORPORATIONSREPRESENTATION (July 2009) 52.212-4 CONTRACT TERMS AND CONDITIONS-COMMERCIAL ITEMS (MAR 2009) I. 2 52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE ORDERS-COMMERCIAL ITEMS (APR 2010) (a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are incorporated in this contract by reference, to implement provisions of law or Executive orders applicable to acquisitions of commercial items: (1) 52.222-50, Combating Trafficking in Persons (Feb 2009) (22 U.S.C. 7104(g)). _Alternate I (Aug 2007) of 52.222-50 (22 U.S.C. 7104(g)). (2) 52.233-3, Protest After Award (AUG 1996) (31 U.S.C. 3553). (3) 52.233-4, Applicable Law for Breach of Contract Claim (OCT 2004) (Pub. L. 108-77, 108-78). (b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial items: [Contracting Officer check as appropriate.] _X_ (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (Sept 2006), with Alternate I (Oct 1995) (41 U.S.C. 253g and 10 U.S.C. 2402). _ (2) 52.203-13, Contractor Code of Business Ethics and Conduct (Apr 2010) (Pub. L. 110-252, Title VI, Chapter 1 (41 U.S.C. 251 note». _ (3) 52.203-15, Whistleblower Protections under the American Recovery and Reinvestment Act of 2009 (MAR 2009) (Section 1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Reinvestment Act of 2009.) _ (4) 52.204-11, American Recovery and Reinvestment Act-Reporting Requirements (Mar 2009) (Pub. L. 111-5). _ (5) 52.219-3, Notice of Total HUBZone Set-Aside (Jan 1999) (15 U.S.C. 657a). Page 22 of46 ~ Fundraising, Training and Recruitment Support for so'" Anniversary Events AMENDMENT 002 AMENDED 6/28/10 RFP Solicitation No. PC-IO-Q-005 _ (6) 52.219-4, Notice" of Price Evaluation Preference for HUBZone Small Business Concerns (JULY 2005) (if the offeror elects to waive the preference, it shall so indicate in its offer) (15 U.S.C. 657a). _ (7) [Reserved] __ (8)(i) 52.219-6, Notice of Total Small Business Set-Aside (June 2003) (15 U.S.C. 644) _ (ii) Alternate I (Oct 1995) of 52.219-6. _ (iii) Alternate II (Mar 2004) of 52.219-6. _ (9)(i) 52.219-7, Notice of Partial Small Business Set-Aside (June 2003) (15 U.S.C. 644). _ (ii) Alternate I (Oct 1995) of 52.219-7. _ (iii) Alternate II (Mar 2004) of52.219-7. _ (10) 52.219-8, Utilization of Small Business Concerns (May 2004) (15 U.S.C. 637(d)(2) and (3». _ (11)(i) 52.219-9, Small Business Subcontracting Plan (Apr 2008) (15 U.S.C. 637(d)(4)). _ (ii) Alternate I (Oct 2001) of 52.219-9. _ (iii) Alternate II (Oct 2001) of 52.219-9. _ (12) 52.219-14, Limitations on Subcontracting (Dec 1996) (15 U.S.C. 637(a)(14». _ (13) 52.219-16, Liquidated Damages-Subcon-tracting Plan (Jan 1999) (15 U.S.C. 637(d)(4 )(F)(j). _ (14)(i) 52.219-23, Notice of Price Evaluation Adjustment for Small Disadvantaged Business Concerns (OCT 2008) (10 U.S.C. 2323) (if the offeror elects to waive the adjustment, it shall so indicate in its offer). _ (ii) Alternate I (June 2003) of 52.219-23. _ (15) 52.219-25, Small Disadvantaged Business Participation Program-Disadvantaged Status and Reporting (Apr 2008) (Pub. L. 103-355, section 7102, and 10 U.S.C. 2323). _ (16) 52.219-26, Small Disadvantaged Business Participation Program- Incentive Subcontracting (Oct 2000) (Pub. L. 103-355, section 7102, and 10 U.S.C. 2323). _ (17) 52.219-27, Notice of Total Service-Disabled Veteran-Owned Small Business Set-Aside (May 2004) (15 U.S.C. 657 D. _ (18) 52.219-28, Post Award Small Business Program Rerepresentation (Apr 2009) (15 U.S.C. 632(a)(2». _X_ (19) 52.222-3, Convict Labor (June 2003) (E.O. 11755 _ (20) 52.222-19, Child Labor-Cooperation with Authorities and Remedies (Aug 2009) (E.O. 13126). _X_ (21) 52.222-21, Prohibition of Segregated Facilities (Feb 1999). _X_ (22) 52.222-26, Equal Opportunity (Mar 2007) (E.O. 11246). _X_ (23) 52.222-35, Equal Opportunity for Special Disabled Veterans, Veterans of the Vietnam Era, and Other Eligible Veterans (Sept 2006) (38 U.S.C. 4212). _lL (24) 52.222-36, Affirmative Action for Workers with Disabilities (Jun 1998) (29 U.S.C. 793). Page 23 of46 ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6/28/10 RFP Solicitation No. PC-IO-Q-005 x_ (25) 52.222-37, Employment Reports on Special Disabled Veterans, Veterans of the Vietnam Era, and Other Eligible Veterans (Sept 2006) (38 U.S.C. 4212). _X_ (26) 52.222-54, Employment Eligibility Verification (JAN 2009). (Executive Order 12989). (Not applicable to the acquisition of commercially available off-the-shelf items or certain other types of commercial items as prescribed in 22.1803.) _ (27)(i) 52.223-9, Estimate of Percentage of Recovered Material Content for EPA-Designated Items (May 2008) (42 U.S.C. 6962(c)(3)(A)(ii)). (Not applicable to the acquisition of commercially available off-the-shelf items _ (ii) Alternate I (May 2008) of 52.223-9 (42 U.S.C. 6962(i)(2)(C»). (Not applicable to the acquisition of commercially available off-the-shelf items.) _ (28) 52.223-15, Energy Efficiency in Energy-Consuming Products (DEC 2007) (42 U.S.C. 8259b). _ (29)(i) 52.223-16, IEEE 1680 Standard for the Environmental Assessment of Personal Computer Products (DEC 2007) (E.O. 13423). _ (ii) Alternate I (DEC 2007) of 52.223-16. _ (30) 52.225-1, Buy American Act-Supplies (Feb 2009) (41 U.S.C. 10a-10d). _ (31)(i) 52.225-3, Buy American Act-Free Trade Agreements-Israeli Trade Act (June 2009) (41 U.S.C. 10a-10d, 19 U.S.C. 3301 note, 19 U.S.C. 2112 note, 19 U.S.C. 3805 note, Pub. L. 108-77, 108-78,108-286,108-302,109-53,109-169,109-283, and 110-138). _ (ii) Alternate I (Jan 2004) of 52.225-3. _ (iii) Alternate II (Jan 2004) of 52.225-3. _ (32) 52.225-5, Trade Agreements (AuG 2009) (19 U.S.C. 2501, et seq., 19 U.S.C. 3301 note). _X_ (33) 52.225-13, Restrictions on Certain Foreign Purchases (June 2008) (E.O.'s, proclamations, and statutes administered by the Office of Foreign Assets Control of the Department of the Treasury). _ (34) 52.226-4, Notice of Disaster or Emergency Area Set-Aside (Nov 2007) (42 U.S.C. 5150). _ (35) 52.226-5, Restrictions on Subcontracting Outside Disaster or Emergency Area (Nov 2007) (42 U.S.C. 5150). _ (36) 52.232-29, Terms for Financing of Purchases of Commercial Items (Feb 2002) (41 U.S.C. 255(t), 10 U.S.C. 2307(D). _ (37) 52.232-30, Installment Payments for Commercial Items (Oct 1995) (41 U.S.C. 255(f), 10 U.S.C. 2307(t)). x_ (38) 52.232-33, Payment by Electronic Funds Transfer-Central Contractor Registration (Oct 2003) (31 U.S.C. 3332). _ (39) 52.232-34, Payment by Electronic Funds Transfer-Other than Central Contractor Registration (May 1999) (31 U.S.C. 3332). _ (40) 52.232-36, Payment by Third Party (Feb 2010) (31 U.S.C. 3332). _ (41) 52.239-1, Privacy or Security Safeguards (Aug 1996) (5 U.S.C. 552a). _ (42)(i) 52.247-64, Preference for Privately Owned U.S.-Flag Commercial Vessels (Feb 2006) (46 U.S.C. Appx. 1241(b) and 10 U.S.C. 2631). Page 24 of46 ~ Fundraising, Training and Recruitment Support for so" Anniversary Events AMENDMENT 002 AMENDED 6/28/10 RFP Solicitation No. PC-IO-Q-005 _ (ii) Alternate I (Apr 2003) of 52.247-64. (c) The Contractor shall comply with the FAR clauses in this paragraph (c), applicable to commercial services, that the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial items: [Contracting Officer check as appropriate.] _ (1) 52.222-41, Service Contract Act of 1965 (Nov 2007) (41 U.S.C. 351, et seq.). _ (2) 52.222-42, Statement of Equivalent Rates for Federal Hires (May 1989) (29 U.S.C. 206 and 41 U.S.C. 351, et seq.). _ (3) 52.222-43, Fair Labor Standards Act and Service Contract Act-Price Adjustment (Multiple Year and Option Contracts) (Sep 2009) (29 U.S.C. 206 and 41 U.S.C. 351, et seq.). _ (4) 52.222-44, Fair Labor Standards Act and Service Contract Act-Price Adjustment (Sep 2009) (29 U.S.C. 206 and 41 U.S.C. 351, et seq.). _ (5) 52.222-51, Exemption from Application of the Service Contract Act to Contracts for Maintenance, Calibration, or Repair of Certain Equipment-Requirements (Nov 2007) (41 351, et seq.). _ (6) 52.222-53, Exemption from Application of the Service Contract Act to Contracts for Certain Services-Requirements (Feb 2009) (41 U.S.C. 351, et seq.). _ (7) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations (Mar 2009) (Pub. L. 110-247). _ (8) 52.237-11, Accepting and Dispensing of $1 Coin (Sept 2008) (31 U.S.C. 5112(p)(1 ). (d) Comptroller General Examination of Record. The Contractor shall comply with the provisions of this paragraph (d) if this contract was awarded using other than sealed bid, is in excess of the simplified acquisition threshold, and does not contain the clause at 52.215-2, Audit and Records-Negotiation. (1) The Comptroller General of the United States, or an authorized representative of the Comptroller General, shall have access to and right to examine any of the Contractor's directly pertinent records involving transactions related to this contract. (2) The Contractor shall make available at its offices at all reasonable times the records, materials, and other evidence for examination, audit, or reproduction, until 3 years after final payment under this contract or for any shorter period specified in FAR Subpart 4.7, Contractor Records Retention, of the other clauses of this contract. If this contract is completely or partially terminated, the records relating to the work terminated shall be made available for 3 years after any resulting final termination settlement. Records relating to appeals under the disputes clause or to litigation or the settlement of claims arising under or relating to this contract shall be made available until such appeals, litigation, or claims are finally resolved. (3) As used in this clause, records include books, documents, accounting procedures and practices, and other data, regardless of type and regardless of form. This does not require the Contractor to create or maintain any record that the Contractor does not maintain in the ordinary course of business or pursuant to a provision of law. (e)(1) Notwithstanding the requirements of the clauses in paragraphs (a), (b), (c), and (d) of this clause, the Contractor is not required to flow down any FAR clause, other than those in this paragraph Page 25 of 46 ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6/28/10 RFP Solicitation No. PC-IO-Q-005 (e)(1) in a subcontract for commercial items. Unless otherwise indicated below, the extent of the flow down shall be as required by the clause- (i) 52.203-13, Contractor Code of Business Ethics and Conduct (Dec 2008) (Pub. L. 110-252, Title VI, Chapter 1 (41 U.S.C. 251 note». (ii) 52.219-8, Utilization of Small Business Concerns (May 2004) (15 U.S.C. 637(d)(2) and (3», in all subcontracts that offer further subcontracting opportunities. If the subcontract (except subcontracts to small business concerns) exceeds $550,000 ($1,000,000 for construction of any public facility), the subcontractor must include 52.219-8 in lower tier subcontracts that offer subcontracting opportunities. (iii) [Reserved] (iv) 52.222-26, Equal Opportunity (Mar 2007) (E.O. 11246). (v) 52.222-35, Equal Opportunity for Special Disabled Veterans, Veterans of the Vietnam Era, and Other Eligible Veterans (Sept 2006) (38 U.S.C. 4212). (vi) 52.222-36, Affirmative Action for Workers with Disabilities (June 1998) (29 U.S.C. 793). (vii) [Reserved] (viii) 52.222-41, Service Contract Act of 1965 (Nov 2007) (41 U. S. C. 351, et seq.). (ix) 52.222-50, Combating Trafficking in Persons (Feb 2009) (22 U.S.C. 7104(9)). _Alternate I (Aug 2007) of 52.222-50 (22 U.S.C. 7104(9)). (x) 52.222-51, Exemption from Application of the Service Contract Act to Contracts for Maintenance, Calibration, or Repair of Certain Equipment-Requirements (Nov 2007) (41 U.S.C. 351, et seq.). (xi) 52.222-53, Exemption from Application of the Service Contract Act to Contracts for Certain Services-Requirements (Feb 2009) (41 U.S.C. 351, et seq.). (xii) 52.222-54, Employment Eligibility Verification (JAN 2009). (xiii) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations (Mar 2009) (Pub. L. 110-247). Flow down required in accordance with paragraph (e) of FAR clause 52.226-6. (xiv) 52.247-64, Preference for Privately Owned U.S.-Flag Commercial Vessels (Feb 2006) (46 U.S.C. Appx. 1241(b) and 10 U.S.C. 2631). Flow down required in accordance with paragraph (d) of FAR clause 52.247-64. (2) While not required, the contractor may include in its subcontracts for commercial items a minimal number of additional clauses necessary to satisfy its contractual obligations. (End of clause) 1.3 Option to Extend Services (Nov 1999) 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 Page 26 of 46 "" .... ~ Fundraising, Training and Recruitment Support for sn" Anniversary Events AMENDMENT 002 AMENDED 6/28/10 RFP Solicitation No. PC-IO-Q-005 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 days. 1.4 OPTION TO EXTEND THE TERM OF THE CONTRACT (52.217-9) (MAR 2000) (a) The Government may extend the term of this contract by written notice to the Contractor within 10 days provided that the Government gives the Contractor a preliminary written notice of its intent to extend at least days 30 days before the contract expires. The preliminary notice does not commit the Government to an extension. (b) If the Government exercises this option, the extended contract shall be considered to include this option clause. (c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed 5 years. Page 27 of 46 ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6/28/10 RFP Solicitation No. PC-IO-Q-005 Section J List of Attachments Attachments 1) Domestic Vendor File Form 2) Quality Assurance Surveillance Plan Page 28 of 46 ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6/28/10 RFP Solicitation No. PC-IO-Q-005 SECTION K 52.212-3 Offeror Representations and Certifications-Commercial Items. As prescribed in 12.301 (b )(2), insert the following provision: Offeror Representations and Certifications-Commercial Items (Aug 2009) An Offeror shall complete only paragraph (b) of this provision if the Offeror has completed the annual representations and certifications electronically at http://orca.bpn.gov. If an Offeror has not completed the annual representations and certifications electronically at the ORCA website, the Offeror shall complete only paragraphs (c) through (rn) of this provision. (a) Definitions. As used in this provision- "Emerging small business" means a small business concern whose size is no greater than 50 percent of the numerical size standard for the NAICS code designated. "Forced or indentured child labor" means all work or service- (1) Exacted from any person under the age of 18 under the menace of any penalty for its nonperformance and for which the worker does not offer himself voluntarily; or (2) Performed by any person under the age of 18 pursuant to a contract the enforcement of which can be accomplished by process or penalties. "Inverted domestic corporation" means a foreign incorporated entity which is treated as an inverted domestic corporation under 6 U.S.C. 395(b), i.e., a corporation that used to be incorporated in the United States, or used to bea partnership in the United States, but now is incorporated in a foreign country, or is a subsidiary whose parent corporation is incorporated in a foreign country, that meets the criteria specified in 6 U.S.C. 395(b), applied in accordance with the rules and definitions of 6 U.S.C. 395(c). "Manufactured end product" means any end product in Federal Supply Classes (FSC) 1000-9999, except- (1) FSC 5510, Lumber and Related Basic Wood Materials; (2) Federal Supply Group (FSG) 87, Agricultural Supplies; (3) FSG 88, Live Animals; (4) FSG 89, Food and Related Consumables; (5) FSC 9410, Crude Grades of Plant Materials; (6) FSC 9430, Miscellaneous Crude Animal Products, Inedible; (7) FSC 9440, Miscellaneous Crude Agricultural and Forestry Products; (8) FSC 9610, Ores; (9) FSC 9620, Minerals, Natural and Synthetic; and (10) FSC 9630, Additive Metal Materials. "Place of manufacture" means the place where an end product is assembled out of components, or otherwise made or processed from raw materials into the finished product that is to be provided to the Government. If a product is disassembled and reassembled, the place of reassembly is not the place of manufacture. "Restricted business operations" means business operations in Sudan that include power production activities, mineral extraction activities, oil-related activities, or the production of military equipment, as those terms are defined in the Sudan Accountability and Divestment Act of 2007 (Pub. L. 110-174). Restricted business operations do not include business operations that the person (as that term is defined in Section 2 of the Sudan Accountability and Divestment Act of 2007) conducting the business can demonstrate- Page 29 of46 , ........ • ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6/28/10 RFP Solicitation No. PC-IO-Q-005 (1) Are conducted under contract directly and exclusively with the regional government of southern Sudan; (2) Are conducted pursuant to specific authorization from the Office of Foreign Assets Control in the Department of the Treasury, or are expressly exempted under Federal law from the requirement to be conducted under such authorization; (3) Consistof providing goods or services to marginalized populations of Sudan; (4) Consist of providing goods or services to an internationally recognized peacekeeping force or humanitarian organization; (5) Consist of providing goods or services that are used only to promote health or education; or (6) Have been voluntarily suspended. "Service-disabled veteran-owned small business concern"(1) Means a small business concern- (i) Not less than 51 percent of which is owned by one or more service-disabled veterans or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more service-disabled veterans; and (ii) The management and daily business operations of which are controlled by one or more servicedisabled veterans or, in the case of a service-disabled veteran with permanent and severe disability, the spouse or permanent caregiver of such veteran. (2) Service-disabled veteran means a veteran, as defined in 38 U.S.C. 101(2), with a disability that is service-connected, as defined in 38 U.S.C. 101(16). "Small business concern" means a concern, including its affiliates, that is independently owned and operated, not dominant in the field of operation in which it is bidding on Government contracts, and qualified as a small business under the criteria in 13 CFR Part 121 and size standards in this solicitation. "Veteran-owned small business concern" means a small business concern- (1) Not less than 51 percent of which is owned by one or more veterans (as defined at 38 U.S.C. 101 (2)) or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more veterans; and (2) The management and daily business operations of which are controlled by one or more veterans. "Women-owned business concern" means a concern which is at least 51 percent owned by one or more women; or in the case of any publicly owned business, at least 51 percent of its stock is owned by one or more women; and whose management and daily business operations are controlled by one or more women. "Women-owned small business concern" means a small business concern- (1) That is at least 51 percent owned by one or more women; or, in the case of any publicly owned business, at least 51 percent of the stock of which is owned' by one or more women; and (2) Whose management and daily business operations are controlled by one or more women. (b) (1 ) Annua/ Representations and Certifications. Any changes provided by the offeror in paragraph (b)(2) of this provision do not automatically change the representations and certifications posted on the Online Representations and Certifications Application (ORCA) website. (2) The offeror has completed the annual representations and certifications electronically via the ORCA website at http://orca.bpn.gov. After reviewing the ORCA database information, the offeror verifies by submission of this offer that the representations and certifications currently posted electronically at FAR 52.212-3, Offeror Representations and Certifications-Commercial Items, have been entered or updated in the last 12 months, are current, accurate, complete, and applicable to this solicitation (including the business size standard applicable to the NAICS code referenced for this solicitation), as Page 30 of 46 ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6/28/10 RFP Solicitation No. PC-IO-Q-005 of the date of this offer and are incorporated in this offer by reference (see FAR 4.1201), except for paragraphs _ [Offeror to identify the applicable paragraphs at (c) through (n) of this provision that the offeror has completed for the purposes of this solicitation only, if any. These amended representation(s) and/or certification(s) are also incorporated in this offer and are current, accurate, and complete as of the date of this offer. Any changes provided by the offeror are applicable to this solicitation only, and do not result in an update to the representations and certifications posted on ORCA.] (c) Offeror's must complete the following representations when the resulting contract will be performed in the United States or its outlying areas. Check all that apply. (1) Small business concern. The offeror represents as part of its offer that it 0 is, 0 is not a small business concern. (2) Veteran-owned small business concern. [Complete only if the offeror represented itself as a small business concern in paragraph (c)( 1) of this provision.] The offeror represents as part of its offer that it o is, 0 is not a veteran-owned small business concern; (3) Service-disabled veteran-owned small business concern. [Complete only if the offeror represented itself as a veteran-owned small business concern in paragraph (c)(2) of this provision.] The offeror represents as part of its offer that it 0 is, 0 is not a service-disabled veteran-owned small business concern. (4) Small disadvantaged business concern. [Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.] The offeror represents, for general statistical purposes, that it 0 is, 0 is not a small disadvantaged business concern as defined in 13 CFR 124.1002. (5) vvomen-owned small business concern. [Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.] The offeror represents that it 0 is, 0 is not a women-owned small business concern. Note: Complete paragraphs (c)(6) and (c)(7) only if this solicitation is expected to exceed the simplified acquisition threshold. (6) Women-owned business concern (other than small business concern). [Complete only if the offeror is a women-owned business concern and did not represent itself as a small business concern in paragraph (c)(1) of this provision.] The offeror represents that it 0 is a women-owned business concern. (7) Tie bid priority for labor surplus area concerns. If this is an invitation for bid, small business offerors may identify the labor surplus areas in which costs to be incurred on account of manufacturing or production (by offeror or first-tier subcontractors) amount to more than 50 percent of the contract price:_::-:-_:--_-=-_.,--- _ (8) Small Business Size for the Small Business Competitiveness Demonstration Program and for the Targeted Industry Categories under the Small Business Competitiveness Demonstration Program. [Complete only if the offeror has represented itself to be a small business concern under the size standards for this solicitation.] (i) [Complete only for solicitations indicated in an addendum as being set-aside for emerging small businesses in one of the desiqneted industry groups (DIGs).] The offeror represents as part of its offer that it ois, 0 is not an emerging small business. (ii) [Complete only for solicitations indicated in an addendum as being for one of the targeted industry categories (TICs) or deSignated industry groups (DIGs).] Offeror represents as follows: (A) Offerors number of employees for the past 12 months (check the Employees column if size standard stated in the solicitation is expressed in terms of number of employees); or Page 31 of46 .~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6/28/10 RFP Solicitation No. PC-IO-Q-005 (B) Offerors average annual gross revenue for the last 3 fiscal years (check the Average Annual Gross Number of Revenues column if size standard stated in the solicitation is expressed in terms of annual receipts). (Check one of the following): Number of Employees Average Annual Gross Revenues 50 or fewer $1 million or less 51-100 _ $1 ,000,001-$2 million 101-250 _ $2,000,001-$3.5 million 251-500 _ $3,500,001-$5 million 501-750 $5,000,001-$10 million _751-1,000 $10,000,001-$17 million _ Over 1,000 Over $17 million (9) [Complete only if the solicitation contains the clause at FAR 52.219-23, Notice of Price Evaluation Adjustment for Small Disadvantaged Business Concerns, or FAR 52.219-25, Small Disadvantaged Business Participation Program-Disadvantaged Status and Reporting, and the offeror desires a benefit based on its disadvantaged status.] (i) General. The offeror represents that either- (A) It 0 is, 0 is not certified by the Small Business Administration as a small disadvantaged business concern and identified,on the date of this representation, as a certified small disadvantaged business concern in the database maintained by the Small Business Administration (PRO-Net), and that no material change in disadvantaged ownership and control has occurred since its certification, and, where the concern is owned by one or more individuals claiming disadvantaged status, the net worth of each individual upon whom the certification is based does not exceed $750,000 after taking into account the applicable exclusions set forth at 13 CFR 124.104(c)(2); or (B) It 0 has, 0 has not submitted a completed application to the Small Business Administration or a Private Certifier to be certified as a small disadvantaged business concern in accordance with 13 CFR 124, Subpart B, and a decision on that application is pending, and that no material change in disadvantaged ownership and control has occurred since its application was submitted. (ii) 0 Joint Ventures under the Price Evaluation Adjustment for Small Disadvantaged Business Concerns. The offeror represents, as part of its offer, that it is a joint venture that complies with the requirements in 13 CFR 124.1 002(f) and that the representation in paragraph (c)(9)(i) of this provision is accurate for the small disadvantaged business concern that is participating in the joint venture. [The offeror shall enter the name of the small disadvantaged business concern that is participating in the joint venture: .] (10) HUBZone small business concern. [Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.] The offeror represents, as part of its offer, that(i) It 0 is, 0 is not a HUBZone small business concern listed, on the date of this representation, on the List of Qualified HUBZone Small Business Concerns maintained by the Small Business Administration, and no material change in ownership and control, principal office, or HUBZone employee percentage has occurred since it was certified by the Small Business Administration in accordance with 13 CFR Part 126; and (ii) It 0 is, 0 is not a joint venture that complies with the requirements of 13 CFR Part 126, and the representation in paragraph (c)(1 O)(i) of this provision is accurate for the HUBZone small business concern or concerns that are participating in the joint venture. [The offeror shall enter the name or names of the HUBZone small business concern or concerns that are participating in the joint venture: Page 32 of46 / .... ~ ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6128110 RFP Solicitation No. PC-IO-Q-005 _____ .] Each HUBZone small business concern participating in the joint venture shall submit a separate signed copy of the HUBZone representation. (d) Representations required to implement provisions of Executive Order 11246- (1) Previous contracts and compliance. The offeror represents that- (i) It 0 has, 0 has not participated in a previous contract or subcontract subject to the Equal Opportunity clause of this solicitation; and (ii) It 0 has, 0 has not filed all required compliance reports. (2) Affirmative Action Compliance. The offeror represents that- (i) It 0 has developed and has on file, 0 has not developed and does not have on file, at each establishment, affirmative action programs required by rules and regulations of the Secretary of Labor (41 cfr parts 60-1 and 60-2), or (ii) It 0 has not previously had contracts subject to the written affirmative action programs requirement of the rules and regulations of the Secretary of Labor. (e) Certification Regarding Payments to Influence Federal Transactions (31 U.S.C. 1352). (Applies only if the contract is expected to exceed $100,000.) By submission of its offer, the offeror certifies to the best of its knowledge and belief that no Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress or an employee of a Member of Congress on his or her behalf in connection with the award of any resultant contract. If any registrants under the Lobbying Disclosure Act of 1995 have made a lobbying contact on behalf of the offeror with respect to this contract, the offeror shall complete and submit, with its offer, OMB Standard Form LLL, Disclosure of Lobbying Activities, to provide the name of the registrants. The offeror need not report regularly employed officers or employees of the offeror to whom payments of reasonable compensation were made. (f) Buy American Act Certificate. (Applies only if the clause at Federal Acquisition Regulation (FAR) 52.225-1, Buy American Act-Supplies, is included in this solicitation.) (1) The offeror certifies that each end product, except those listed in paragraph (f)(2) of this provision, is a domestic end product and that for other than COTS items, the offeror has considered components of unknown origin to have been mined, produced, or manufactured outside the United States. The offeror shall list as foreign end products those end products manufactured in the United States that do not qualify as domestic end products, i.e., an end product that is not a COTS item and does not meet the component test in paragraph (2) of the definition of "domestic end product." The terms "commercially available off-the-shelf (COTS) item" "component," "domestic end product," "end product," "foreign end product," and "United States" are defined in the clause of this solicitation entitled "Buy American ActSupplies." (2) Foreign End Products: Line Item No. Country of Origin [List as necessary] (3) The Government will evaluate offers in accordance with the policies and procedures of FAR Part 25. (g)(1) Buy American Act-Free Trade Agreements-Israeli Trade Act Certificate. (Applies only if the clause at FAR 52.225-3, Buy American Act-Free Trade Agreements-Israeli Trade Act, is included in this solicitation.) Page 33 of46 .~ Fundraising, Training and Recruitment Support for so" Anniversary Events AMENDMENT 002 AMENDED 6128110 RFP Solicitation No. PC-IO-Q-005 (i) The offeror certifies that each end product, except those listed in paragraph (g)(1 )(ii) or (g)(1 )(iii) of this provision, is a domestic end product and that for other than COTS items, the offeror has considered components of unknown origin to have been mined, produced, or manufactured outside the United States. The terms "Bahrainian, Moroccan, Omani, or Peruvian end product," "commercially available off-the-shelf (COTS) item," "component," "domestic end product," "end product," "foreign end product," "Free Trade Agreement country," "Free Trade Agreement country end product," "Israeli end product," and "United States" are defined in the clause of this solicitation entitled "Buy American Act-Free Trade Agreements-Israeli Trade Act." (ii) The offeror certifies that the following supplies are Free Trade Agreement country end products (other than Bahrainian, Moroccan, Omani, or Peruvian end products) or Israeli end products as defined in the clause of this solicitation entitled "Buy American Act-Free Trade Agreements-Israeli Trade Act": Free Trade Agreement Country End Products (Other than Bahrainian, Moroccan, Omani, or Peruvian End Products) or Israeli End Products: Line Item No. Country of Origin [List as necessary] (iii) The offeror shall list those supplies that are foreign end products (other than those listed in paragraph (g)(1 )(ii) of this provision) as defined in the clause of this solicitation entitled "Buy American Act-Free Trade Agreements-Israeli Trade Act." The offeror shall list as other foreign end products those end products manufactured in the United States that do not qualify as domestic end products, i.e., an end product that is not a COTS item and does not meet the component test in paragraph (2) of the definition of "domestic end product." Other Foreign End Products: Line Item No. Country of Origin [List as necessary] (iv) The Government will evaluate offers in accordance with the policies and procedures of FAR Part 25. (2) Buy American Act-Free Trade Agreements-Israeli Trade Act Certificate, Alternate I. If Alternate I to the clause at FAR 52.225-3 is included in this solicitation, substitute the following paragraph (g)(1 )(ii) for paragraph (g)(1 )(ii) of the basic provision: (g)(1 )(ii) The offeror certifies that the following supplies are Canadian end products as defined in the clause of this solicitation entitled "Buy American Act-Free Trade Agreements-Israeli Trade Act": Canadian End Products: Line Item No. [List as necessary] Page 34 of46 . .,.. ... '4lt Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6118110 RFP Solicitation No. PC-IO-Q-005 (3) Buy American Act-Free Trade Agreements-Israeli Trade Act Certificate, Alternate II. If Alternate II to the clause at FAR 52.225-3 is included in this solicitation, substitute the following paragraph (g)(1 )(ii) for paragraph (g)(1 )(ii) of the basic provision: (g)(1 )(ii) The offeror certifies that the following supplies are Canadian end products or Israeli end products as defined in the clause of this solicitation entitled "Buy American Act-Free Trade Agreements-Israeli Trade Act": Canadian or Israeli End Products: Line Item No. Country of Origin [List as necessary] (4) Trade Agreements Certificate. (Applies only if the clause at FAR 52.225-5, Trade Agreements, is included in this solicitation.) (i) The offeror certifies that each end product, except those listed in paragraph (g)(4)(ii) of this provision, is a U.S.-made or designated country end product, as defined in the clause of this solicitation entitled "Trade Agreements." (ii) The offeror shall list as other end products those end products that are not U.S.-made or designated country end products. Other End Products: Line Item No. Country of Origin [List as necessary] (iii) The Government will evaluate offers in accordance with the policies and procedures of FAR Part 25. For line items covered by the WTO GPA, the Government will evaluate offers of U.S.-made or designated country end products without regard to the restrictions of the Buy American Act. The Government will consider for award only offers of U.S.-made or designated country end products unless the Contracting Officer determines that there are no offers for such products or that the offers for such products are insufficient to fulfill the requirements of the solicitation. (h) Certification Regarding Responsibility Matters (Executive Order 12689). (Applies only if the contract value is expected to exceed the simplified acquisition threshold.) The offeror certifies, to the best of its knowledge and belief, that the offeror and/or any of its principals- (1) 0 Are, 0 are not presently debarred, suspended, proposed for debarment, or declared ineligible for the award of contracts by any Federal agency; (2) 0 Have, 0 have not, within a three-year period preceding this offer,been convicted of or had a civil judgment rendered against them for: commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a Federal, state or local government contract or subcontract; violation of Federal or state antitrust statutes relating to the submission of offers; or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, tax evasion, violating Federal criminal tax laws, or receiving stolen property; (3) 0 Are, 0 are not presently indicted for, or otherwise criminally or civilly charged by a Government entity with, commission of any of these offenses enumerated in paragraph (h)(2) of this clause; and Page 35 of46 ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6128110 RFP Solicitation No. PC-IO-Q-005 (4) 0 Have, 0 have not, within a three-year period preceding this offer, been notified of any delinquent Federal taxes in an amount that exceeds $3,000 for which the liability remains unsatisfied. (i) Taxes are considered delinquent if both of the following criteria apply: (A) The tax liability is finally determined. The liability is finally determined if it has been assessed. A liability is not finally determined if there is a pending administrative or judicial challenge. In the case of a judicial challenge to the liability, the liability is not finally determined until all judicial appeal rights have been exhausted. (B) The taxpayer is delinquent in making payment. A taxpayer is delinquent if the taxpayer has failed to pay the tax liability when full payment was due and required. A taxpayer is not delinquent in cases where enforced collection action is precluded. (ii) Examples. (A) The taxpayer has received a statutory notice of deficiency, under I.R.C. §6212, which entitles the taxpayer to seek Tax Court review of a proposed tax deficiency. This is not a delinquent tax because it is not a final tax liability. Should the taxpayer seek Tax Court review, this will not be a final tax liability until the taxpayer has exercised all judicial appeal rights. (B) The IRS has filed a notice of Federal tax lien with respect to an assessed tax liability, and the taxpayer has been issued a notice under I.R.C. §6320 entitling the taxpayer to request a hearing with the IRS Office of Appeals contesting the lien filing, and to further appeal to the Tax Court if the IRS determines to sustain the lien filing. In the course of the hearing, the taxpayer is entitled to contest the underlying tax liability because the taxpayer has had no prior opportunity to contest the liability. This is not a delinquent tax because it is not a final tax liability. Should the taxpayer seek tax court review, this will not be a final tax liability until the taxpayer has exercised all judicial appeal rights. (C) The taxpayer has entered into an installment agreement pursuant to I.R.C. §6159. The taxpayer is making timely payments and is in full compliance with the agreement terms. The taxpayer is not delinquent because the taxpayer is not currently required to make full payment. (D) The taxpayer has filed for bankruptcy protection. The taxpayer is not delinquent because enforced collection action is stayed under 11 U.S.C. §362 (the Bankruptcy Code). (i) Certification Regarding Knowledge of Child Labor for Listed End Products (Executive Order 13126). [The Contracting Officer must list in paragraph (i)(1) any end products being acquired under this solicitation that are included in the List of Products Requiring Contractor Certification as to Forced or Indentured Child Labor, unless excluded at 22.1503(b).] (1) Listed end products. Listed End Product Listed Countries of Origin (2) Certification. [If the Contracting Officer has identified end products and countries of origin in paragraph (i)( 1) of this provision, then the offeror must certify to either (i)(2)(i) or (i)(2)(ii) by checking the appropriate block.] [ ] (i) The offeror will not supply any end product listed in paragraph (i)(1) of this provision that was mined, produced, or manufactured in the corresponding country as listed for that product. [ ] (ii) The offeror may supply an end product listed in paragraph (i)(1) of this provision that was mined, produced, or manufactured in the corresponding country as listed for that product. The offeror certifies that it has made a good faith effort to determine whether forced or indentured child labor was used to mine, produce, or manufacture any such end product furnished under this contract. On the basis of those efforts, the offeror certifies that it is not aware of any such use of child labor. Page 36 of 46 ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6/28/10 RFP Solicitation No. PC-IO-Q-005 U) Place of manufacture. (Does not apply unless the solicitation is predominantly for the acquisition of manufactured end products.) For statistical purposes only, the offeror shall indicate whether the place of manufacture of the end products it expects to provide in response to this solicitation is predominantly- (1) 0 In the United States (Check this box if the total anticipated price of offered end products manufactured in the United States exceeds the total anticipated price of offered end products manufactured outside the United States); or (2) 0 Outside the United States. (k) Certificates regarding exemptions from the application of the Service Contract Act. (Certification by the offeror as to its compliance with respect to the contract alOso constitutes its certification as to compliance by its subcontractor if it subcontracts out the exempt services.) [The contracting officer is to Check a box to indicate if paragraph (k)(1) or (k)(2) applies.] [ ] (1) Maintenance, calibration, or repair of certain equipment as described in FAR 22.1 003-4(c)(1). The offeror 0 does 0 does not certify that- (i) The items of equipment to be serviced under this contract are used regularly for other than Governmental purposes and are sold or traded by the offeror (or subcontractor in the case of an exempt subcontract) in substantial quantities to the general public in the course of normal business operations; (ii) The services will be furnished at prices which are, or are based on, established catalog or market prices (see FAR 22.1 003-4(c)(2)(ii» for the maintenance, calibration, or repair of such equipment; and (iii) The compensation (wage and fringe benefits) plan for all service employees performing work under the contract will be the same as that used for these employees and equivalent employees servicing the same equipment of commercial customers. [ ] (2) Certain services as described in FAR 22.1 003-4(d)(1). The offeror 0 does 0 does not certify that- (i) The services under the contract are offered and sold regularly to non-Governmental customers, and are provided by the offeror (or subcontractor in the case of an exempt subcontract) to the general public in substantial quantities in the course of normal business operations; (ii) The contract services will be furnished at prices that are, or are based on, established catalog or market prices (see FAR 22.1 003-4(d)(2)(iii»; (iii) Each service employee who will perform the services under the contract will spend only a small portion of his or her time (a monthly average of less than 20 percent of the available hours on an annualized basis, or less than 20 percent of available hours during the contract period if the contract period is less than a month) servicing the Government contract; and (iv) The compensation (wage and fringe benefits) plan for all service employees performing work under the contract is the same as that used for these employees and equivalent employees servicing commercial customers. (3) If paragraph (k)(1) or (k)(2) of this clause applies- (i) If the offeror does not certify to the conditions in paragraph (k)(1) or (k)(2) and the Contracting Officer did not attach a Service Contract Act wage determination to the solicitation, the offeror shall notify the Contracting Officer as soon as possible; and (ii) The Contracting Officer may not make an award to the offeror if the offeror fails to execute the certification in paragraph (k)(1) or (k)(2) of this clause or to contact the Contracting Officer as required in paragraph (k)(3)(i) of this clause. (I) Taxpayer Identification Number (TIN) (26 U.S.C. 6109, 31 U.S.C. 7701). (Not applicable if the offeror is required to provide this information to a central contractor registration database to be eligible for award.) Page 37 0[46 ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6/28/10 RFP Solicitation No. PC-IO-Q-005 (1) All offerors must submit the information required in paragraphs (1)(3) through (1)(5) of this provision to comply with debt collection requirements of 31 U.S.C. 7701(c) and 3325(d), reporting requirements of 26 U.S.C. 6041! 6041A, and 6050M, and implementing regulations issued by the Internal Revenue Service (IRS). (2) The TIN may be used by the Government to collect and report on any delinquent amounts arising out of the offeror's relationship with the Government (31 U.S.C. 7701 (c)(3)). If the resulting contract is subject to the payment reporting requirements described in FAR 4.904, the TIN provided hereunder may be matched with IRS records to verify the accuracy of the offeror's TIN. (3) Taxpayer Identification Number (TIN). o TIN: ~ _ o TIN has been applied for. o TIN is not required because: o Offeror is a nonresident alien, foreign corporation, or foreign partnership that does not have income effectively connected with the conduct of a trade or business in the United States and does not have an office or place of business or a fiscal paying agent in the United States; o Offeror is an agency or instrumentality of a foreign government; o Offeror is an agency or instrumentality of the Federal Government. (4) Type of organization. o Sole proprietorship; o Partnership; o Corporate entity (not tax-exempt); o Corporate entity (tax-exempt); o Government entity (Federal, State, or local); o Foreign government; o International organization per 26 CFR 1.6049-4; o Other ~--------------------- (5) Common parent. o Offeror is not owned or controlled by a common parent; o Name and TIN of common parent: Name TIN ------~------------------- (m) Restricted business operations in Sudan. By submission of its offer, the offeror certifies that the offeror does not conduct any restricted business operations in Sudan. (n) Prohibition on Contracting with Inverted Domestic Corporations. (1) Relation to Internal Revenue Code. A foreign entity that is treated as an inverted domestic corporation for purposes of the Internal Revenue Code at 26 U.S.C. 7874 (or would be except that the inversion transactions were completed on or before March 4, 2003), is also an inverted domestic corporation for purposes of 6 U.S.C. 395 and for this solicitation provision (see FAR 9.108). (2) Representation. By submission of its offer, the offeror represents that it is not an inverted domestic corporation and is not a subsidiary of one. (End of provision) Alternate I (Apr 2002). As prescribed in 12.301 (b)(2), add the following paragraph (c)(11) to the basic provision: (11) (Complete if the offeror has represented itself as disadvantaged in paragraph (c)(4) or (c)(9) of this provision.) [The offeror shall check the category in which its ownership falls]: Black American. Page 38 of46 ..... ~ ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6128110 RFP Solicitation No. PC-IO-Q-005 __ Hispanic American. __ Native American (American Indians, Eskimos, Aleuts, or Native Hawaiians). __ Asian-Pacific American (persons with origins from Burma, Thailand, Malaysia, Indonesia, Singapore, Brunei, Japan, China, Taiwan, Laos, Cambodia (Kampuchea), Vietnam, Korea, The Philippines, U.S. Trust Territory of the Pacific Islands (Republic of Palau), Republic of the Marshall Islands, Federated States of Micronesia, the Commonwealth of the Northern Mariana Islands, Guam, Samoa, Macao, Hong Kong, Fiji, Tonga, Kiribati, Tuvalu, or Nauru). __ Subcontinent Asian (Asian-Indian) American (persons with origins from India, Pakistan, Bangladesh, Sri Lanka, Bhutan, the Maldives Islands, or Nepal). __ Individual/concern, other than one of the preceding. Alternate /I (Oct 2000). As prescribed in 12.301 (b)(2), add the following paragraph (c)(9)(iii) to the basic provision: (iii) Address. The offeror represents that its address 0 is, 0 is not in a region for which a small disadvantaged business procurement mechanism is authorized and its address has not changed since its certification as a small disadvantaged business concern or submission of its application for certification. The list of authorized small disadvantaged business procurement mechanisms and regions is posted at http://www.arnet.gov/References/sdbadjustments.htm. The offeror shall use the list in effect on the date of this solicitation. "Address," as used in this provision, means the address of the offeror as listed on the Small Business Administration's register of small disadvantaged business concerns or the address on the completed application that the concern has submitted to the Small Business Administration or a Private Certifier in accordance with 13 CFR Part 124, subpart B. For joint ventures, "address" refers to the address of the small disadvantaged business concern that is participating in the joint venture. Page 39 of46 ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6128110 RFP Solicitation No. PC-IO-Q-005 SECTION L Instructions to Offeror's L 1. Proposal Response Requirements The Peace Corps has a requirement for an outside fundraising firm to embark on a capital campaign to raise funds and identify major donors (individuals, corporations, foundations, etc.) that can help Peace Corps reach its target in a relatively short amount of time as well as build capacity within OPS!. It is anticipated that a fixed price contract shall be awarded as a result of this RFP. Proposals shall be submitted electronically no later than 9:00 a.m., on July 14, 2010, e.s.t. Proposals must be submitted to Denise Harper at dharper@peacecorps.gov. The Peace Corps requires that the Offeror's proposal shall be submitted electronically in 3 separate files as defined below: Submissions must be provided in workable files that are unlocked/unprotected. Electronic file submissions that cannot be readily opened by the Peace Corps may be considered nonresponsive. A Word or Excel document is required. A one inch margin and an 11 point font size for all documents and attachments are required. In addition to the requirements in FAR 52-212-1, proposals are to adhere to the format that follows. L.2. Proposal Format Requirements: Following are instructions to the initial Proposal Outline to be submitted by Offerors. File 1, The Technical proposal must include: a. Technical Approach for Fundraising/Campaign Strategy b. Technical Approach for Capacity Building c. Key Personnel and Staffing Plan d. Corporate Capability e. Past Performance File 2, The complete Price/Cost Proposal as provided under Section B.4 and accompanying worksheet File 3, only FAR 52.212-3 Offeror Representations and Certifications (Section K) - Commercial Items, Offeror must complete or provide certification of inclusion in ORCA website. Page 40 of46 ~ ..... ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6/28/10 RFP Solicitation No. PC-IO-Q-005 Proposals shall also include the following items: (1) The solicitation number; (2) The name, address, and telephone number of the Offeror; (3) Offeror's DUNs and Cage Code; (4) Terms of any express warranty; (5) Completed Section B - Price List Matrix (6) A technical description of the services being offered in sufficient detail to evaluate compliance with the requirements in the RFP. (7) Completed Section K - Representations and Certification or statement of inclusion in ORCA (8) Completed Section J, Domestic Vendor File Request Form (9) Key Personnel Resume(s) (10) Offeror's Price Computation Worksheet. (11) Quality Assurance Plan (12) Quality Assurance Surveillance Plan - Disincentive Column The proposals must be signed by an Officer who is authorized to negotiate for and contractually bind the Offeror. File 1 TECHNICAL PROPOSAL The technical proposal shall demonstrate the Offeror's clear understanding of the tasks outlined in the Statement of Objectives and show how the Offeror will contribute to the tasks. a. Technical Approach for Fundraising/Campaign Strategy Contractors must propose an overall approach to meet the fundraising requirements of the Statement of Objectives including describing, in detail, a proposed solution; how resources will be managed; how the solution aligns with Agency Goals and how it complies with any or all of the RFP Objectives. The Offeror shall also provide evidence that the Offeror has the experience, corporate contacts, structure, and capability, both technically and financially, to meet fundraising goals outlined in the Solicitation. b. Technical Approach for Capacity Building Offeror must provide demonstrated ability to build capacity through training activities and infrastructure building with Peace Corps OPSI Staff. Offeror must also provide a demonstrated ability to train staff in a variety of developmental methods, including fund raising and capacity building activities as outlined in the Solicitation. Page 41 of46 ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6/28/10 RFP Solicitation No. PC-IO-Q-005 c. Key Personnel and Staffing Plan The Offerors shall propose a staffing plan that clearly defines duties and enables effective execution of work in response to the RFP. The Plan must adequately describe the staff hours needed for each task and that the Offeror has dedicated adequate staff hours, skill sets and mix of personnel sufficient to complete the requirement according to the established timeline/project plan. Offerors shall submit resumes of Key Personnel. Resumes shall clearly show that the key personnel have the technical knowledge and experience required for the functions, activities and tasks described in Section C - Statement of Objectives. At a minimum, Key Personnel shall be able to demonstrate successful fund raising campaigns/strategies and overall capacity development within a client organization including but not limited to donor cultivation and staff training at similar levels under circumstances similar to those presented in this solicitation. At a minimum, the Key Personnel are considered to be the Project Manager who is the primary point of contact and a Senior Fundraiser (or equivalent position). Describe the roles and responsibilities of key personnel as these relate to the RFP (Section H12, Key Personnel). d. Corporate Capability Offeror shall demonstrate its application of expert knowledge of capital campaign strategy, prospect research, and donor cultivation and management. i. Financial Offeror must provide evidence of the Offeror's financial capability to meet the requirements of the solicitation in particular the fundraising goals. ii. Quality Assurance Plan (QAP) The QAP shall outline: i. Offeror shall provide a strategy and identify mechanisms and control methods for ensuring that donated Funds are acquired, in place and available for usage in time to meet Agency needs relating to so" Anniversary commitments and Section F, Deliverables. ii. the Offeror's approach to training Peace Corps employees, supporting PC recruiting efforts and assisting with Volunteer outreach. iii. potential risk factors, method for managing the risk, how the Offeror will manage the risk. iv. provide a process for identifying and correcting deficiencies, while ensuring quality and timeliness of the final product Any problems or concerns should be outlined in a written document to the COTR. The COTR will discuss problems with the Contractor. At a minimum, meetings will be held every two weeks with the Director of OPSI and the COTR to review the project schedule and discuss any issues requiring resolution relating to this project. Page 42 of46 ~ Fundraising, Training and Recruitment Support for so" Anniversary Events AMENDMENT 002 AMENDED 6128110 RFP Solicitation No. PC-lO-Q-005 iii. QASP Contractor is required to complete the "Disincentive" column using best commercial practices. The Disincentive column provides a mechanism for application of negative incentives should the contractor fail to perform at the established performance standards. e. Past Performance i. Relevant Fundraising Experience - The Offeror must demonstrate recent and relevant experience working with corporate, philanthropic, government and private individuals in fundraising. ii. Relevant Capacity Building Experience. Offeror shall provide detailed previous demonstrated ability to build sustainable capacity and train client staff as outlined in the Overarching Objectives. The Offeror shall describe its past performance on directly related or similar contracts it has held within the last 3 years. Offeror'swho describe similar contracts shall provide a detailed explanation demonstrating the similarity of the contracts to the requirements of the RFP. Iii The Offeror shall provide the following information regarding its past performance: A. Contract Number(s) and type of contract; B. Procuring Agency and name of reference point(s) of contact, email and telephone number(s) at the entity for which the contract was performed; C. Dollar value of the Contract; D. Period of Performance; E. Detailed description of the item(s) supplied and/or services rendered; F. The number, type, frequency, duration, and impact of any quality, delivery or cost problems in performing the contract, the corrective action taken, if any, and the effectiveness of the corrective action. G. Were fundraising goals met on time and on budget? Offeror's must either provide the above information or affirmatively state that it possesses no relevant directly related or similar past performance. In evaluating past performance, the Government may contact some of the references provided by the offeror and other sources of information. File 2 - Price - The Offeror's Price Proposal shall use the price format and spreadsheet provided in "Price List Matrix - Section B". All worksheets and supportive documentation, in determining the Firm Fixed Price, shall be provided with the proposal to verify validity of computations and determine if costs are "fair & reasonable". A further breakdown of costs elements and/or costs related information may be requested during proposal review and evaluation. Page 43 of46 ~ Fundraising, Training and Recruitment Support for 50th Anniversary Events AMENDMENT 002 AMENDED 6128110 RFP Solicitation No. PC-IO-Q-005 SECTION M Evaluation Factors for Award The Government will award a contract resulting from this solicitation to the responsible offeror whose offer, conforming to the solicitation, will be most advantageous to the Government, price and other factors considered. Options. The Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement. The Government may determine that an offer is unacceptable if the option prices are significantly unbalanced. Evaluation of options shall not obligate the Government to exercise the Option(s). METHOD OF AWARD Technical factors (including Past Performance) are more important than price. TECHNICAL PROPOSAL EVALUATION CRITERIA The technical evaluation criteria listed below are tailored to the requirements of this solicitation and are presented by major category in descending order of importance to help offerors identify technical areas of emphasis. Sub-criteria within each criterion are of equal importance. The specific criteria are as follows: 1. Technical Approach for Fundraising/Campaign Strategy: The extent of the offeror's understanding of and feasibility/ability to successfully perform the fundraising activities as described in the Statement of Objectives, using the appropriate technical strategies, approaches and methodologies. Technical merit of the offeror's ability to meet fundraising goals as established in the Statement of Objectives] 2. Technical Approach for Capacity Building Based on a demonstrated ability to successfully execute in-house capacity Building as defined in the SOW. 3. Key Personnel and Staffing Plan Based on a demonstrated ability to adequately describe the Staffing Plan, including the staff hours needed for each task, and that the Offeror has dedicated adequate staff hour, skill sets and mix of personnel sufficient to complete the requirement according to the established Staffing Plan. The demonstrated quality of the proposed key personnel as well as demonstrated access to appropriate technical personnel in the programmatic areas outlined in the Statement of Objectives. Page 44 of46 ~ Fundraising, Training and Recruitment Support for so" Anniversary Events AMENDMENT 002 AMENDED 6128110 RFP Solicitation No. PC-IO-Q-005 4. Corporate Capability Based on the offeror's ability to manage activities carried out under the statement of objectives, provide technical support and necessary oversight and work with key Peace Corps stakeholders. The offeror shall demonstrate that it is a financially viable entity capable of managing risk, and maintaining attention to quality assurance during implementation of fundraising and capacity development as outlined in the Offeror's completed Quality Assurance Plan and completed QASP. 5. Past Performance In conducting the past performance assessment, the Government will use data provided by Offeror and may use data obtained from other sources. Offerors are reminded that while the Government may elect to consider data obtained by other sources, the burden of providing thorough and complete past performance information rests with the Offeror. The Government will evaluate the degree to which the Offeror successfully performed the work included in its proposal, as a past performance reference. The success of the Offeror on previous contracts of similar size and scope will be used as one indicator of an Offeror's ability to perform the contract successfully. Past performance will be subject to a risk assessment and will be limited to the relevant experience of the Offeror. EVALUATION RATINGS Proposals will be evaluated based on the following adjectival ratings: OUTSTANDING Proposal satisfies all of the Government's requirements and indicates thorough and comprehensive understanding of the requirement and offers numerous significant strengths, which are not offset by weaknesses, with an overall low degree of risk in meeting the Government's requirement. GOOD Proposal satisfies all of the Government's requirements and indicates a thorough understanding of the requirement and offers some significant strengths or numerous minor strengths, which are not offset by weaknesses, with an overall low to moderate degree of risk in meeting the Government's requirement. ACCEPTABLE Proposal satisfies all of the Government's requirements and indicates an adequate understanding of the requirement, with an overall moderate to high degree of risk in meeting the Government's requirement. MARGINAL Proposal satisfies all of the Government's requirement but Page 45 of46 ---------------------_ .. _------ ~ Fundraising, Training and Recruitment Support for so" Anniversary Events AMENDMENT 002 AMENDED 6128110 RFP Solicitation No. PC-IO-Q-005 indicates a superficial or vague understanding of the requirement, with an overall high degree of risk in meeting the Government's requirement. UNACCEPTABLE The proposal contains major error(s), omission(s) or deficiency (ies) and indicates a lack of understanding of the requirement and cannot be expected to meet the requirement or involves a very high risk. PRICE EVALUATION Price proposal will be evaluated separately and overall prices are considered less important than the strengths of the combined technical factors. However, where proposals are considered essentially equal, price may be the determining factor in selecting a Contractor for award. The overall standard for judging price proposals will be whether the price proposal presents the best value to the government for the technical approach proposed. The Government reserves the right to make an award to other than the lowest priced Offeror if the Contracting Officer determines that to do so would be most advantageous to the Government. A written notice of award or acceptance of an offer, mailed or otherwise furnished to the successful Offeror within the time for acceptance specified in the offer, shall result in a binding contract without further action by either party. Before the offer's specified expiration time, the Government may accept an offer (or part of an offer), whether or not there are negotiations after its receipt, unless a written notice of withdrawal is received before award. Page 46 of46 ATTACHMENTS Fundraising and Training Support for so" Anniversary Events RFP Solicitation No. PC-IO-Q-005 Quality Assurance Surveillance Plan CAPITAL Development of 100% 100% Inspection On time delivery CAMPAIGN a feasible of written STRATEGY strategy to raise document. required dollar amounts within timeframe. CASE Development of 100% 100% Inspection On time delivery STATEMENT a persuasive and of written thorough case document. statement for so" anniversary fundraising to garner donor GIFT CHART Development of 100% 100% Inspection On time delivery -Corporations gift pyramids of three charts. - Foundations with contacts No deviations - Individuals associated with each giving level. PROSPECT LIST Development of 100% 100% On time delivery prospect lists Inspection, of prospect lists (overarching and progress reports with contact event specific, information. when available) with contact info. CAPACITY Development of 100% 100% On-time delivery BUILDING a practical Inspection, of training of STRATEGY/ capacity building direct OPSI Team, STAFF TRAINING strategy and observation activities and delivery of infrastructure trainings, as building. identified in the QUALITY Regular progress 100% Direct On time delivery ASSURANCE/ reports or observation of status reports MONTHLY meetings every (every two REPORTS two weeks with weeks) and status u s. Vendor Name: Job/Position/Title: Birthdate: / / Gender: Address: City: VENDOR INFORMATION First: MI: Domestic Vendor File Request Form Date / / PRIVACY ACT STATEMENT: The following information is provided to comply with the Privacy Act of 1974 (P.L. 93- 579). All information collected on this form is required under the provisions of 31 U.S.C. 3322 and 31 CFR 208 and 210. This information is used by Peace Corps and the U.S. Treasury Department to transmit payment data, by electronic means to a vendor's financial institution. Failure to provide the requested information may delay or prevent the receipt of payments through the Electronic Funds Transfer (EFT) Program. Last Name: HARPER Office Name: Phone No.: (202) -6921634 Reason for Request (Please check one box): ~ New 0 Update Indicate Reason for Update NEW VENDOR REGISTRATION REQUESTER INFORMATION First: E-mail: DHARPER@PEACECORPS.GOV Vendor Type: Commercial * Agency ALC: SSN or TIN: Vendor DUNS: Peace Corps E-mail Address: State: Zip Code: Country: FINANCIAL INSTITUTION INFORMATION Payment by: 0 EFT 0 Check Justification required for check payment:. _ If check, is the "Remit to Address" different? If different, provide the "Remit to Address" in the lines below. Bank Corporate Name: Branch Name: Address: City State: Zip Code: - Country: ABA# Nine-Digit Routing Transit Number (Swift Code, Clearing Code, Sort Code, etc.): I I I I I I I I I I D Depositor Account Number: I I I I I I I I I I I I I I I I I I I I I Type of Account: D Checking D Savings D Lockbox OTHER VENDOR INFORMATION (FOR INTERNAL PEACE CORPS USE ONLY) 1099 Partnerships and Corporations} DNon-1099 (Employees, Overseas staff, and Orgs) Completed By: Date: / / Vendor No: PC-CFO-FS-709 (02/2007) Recommended DocumentsMore From Accessible Journal Media: Peace Corps DocumentsSkip carouselPeace Corps Forms Inventory (2011 - 2014)Peace Corps In Country TG-Internship Program for July-August- September 2017Peace Corps IT Rules IPS 1 17 Procedures RofB General- Office of the Chief Information Officer (OCIO) Peace Corps Director MS 123 PolicyPeace Corps Volunteer Assignment Description VAD CEDPeace Corps Volunteer Assignment Description VAD Youth Asset BuilderPeace Corps Volunteer Assignment Description VAD TeacherPeace Corps Office of Inspector General Reacts to IG Access IssuesPeace Corps Intern Administrative Office of the DirectorPeace Corps Adolescent Girls MatterPeace Corps Safety and Security HighlightsPeece Corps 2015 Annual Volunteer SurveyPeace Corps 2015 Statistical Report of Crimes Against VolunteersPeace Corps Health of the Volunteer Hov 2015Peace Corps Medical Health Conditions Typically Not Supported In Peace Corps ServicePeace Corps Zika Virus Fact Sheet 7-07-2017 Staff Sexual Assault Policy Peace Corps Overview and Procedures UpdatePeace Corps Community Health AgentPeace Corps Guinea Final Evaluation Report IG-07-14-EPeace Corps Final Report on the Evaluation of PC South Africa IG-17-03-EFinal Report on the Audit of Peace Corps Eastern Caribbean IG-17-03-A 2017Peace Corps Hiv Prevention Applying Combination Prevention Approaches Session 4 0Peace Corps Food Security ToolkitPeace Corps R0105 Health Activities PrimaryPeace Corps Care Group Approach ManualPeace Corps M0013 Traditional Field CropsT0107_projectdesignPeace Corps China Techer Trainer SOW Peace Corps Teacher Training Reference Manual T0045 Peace Corps Teacher Training Reference Manual T0045