FBODaily.com | FedBizOpps: PRESOL | B | National Health and Nutrition Examination Survey (NHANES) Survey SolicitationN

FBO DAILY - FEDBIZOPPS ISSUE OF JULY 07, 2013 FBO #4243
SOLICITATION NOTICE

B -- National Health and Nutrition Examination Survey (NHANES) Survey SolicitationN

Notice Date: 7/5/2013
Notice Type: Combined Synopsis/Solicitation
NAICS: 541990 — All Other Professional, Scientific, and Technical Services
Contracting Office: Department of Health and Human Services, Centers for Disease Control and Prevention, Procurement and Grants Office (Atlanta), 2920 Brandywine Road, Room 3000, Atlanta, Georgia, 30341-4146
ZIP Code: 30341-4146
Solicitation Number: 2013-N-15012
Archive Date: 8/24/2013
Point of Contact: Juanita A. Waters, Phone: 7704882933, Juanita A. Waters, Phone: 7704882933
E-Mail Address: jvw0@cdc.gov, jvw0@cdc.gov
(jvw0@cdc.gov, jvw0@cdc.gov)
Small Business Set-Aside: N/A
Description: SOLICITATION, OFFER AND AWARD 1. THIS CONTRACT IS A RATED ORDER UNDER DPAS (15 CFR 700) RATING PAGE OF 1 128 2. CONTRACT NO. 3. SOLICITATION NO. 2013-N-15012 4. TYPE OF SOLICITATION SEALED BID (IFB) X NEGOTIATED (RFP) 5. DATE ISSUED 07/05/2013 6. REQUISITION/PURCHASE NO. TBD 7. ISSUED BY CODE 8. ADDRESS OFFER TO (If other than Item 7) Centers for Disease Control and Prevention (CDC) Procurement and Grants Office (PGO) 2920 Brandywine Road (Attn: Waters/Rm. 2901) Atlanta, GA 30341 Approved as to Form and Legality: _____________________________ NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder." SOLICITATION 9. Sealed offers in original and L.5 copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if handcarried, in the depository located in (See Item 7 above) until 2:00pm local time 08/09/2013 CAUTION -- LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation. (See L.5-- Electronic Copy (1) and Hard Copies (4) deliver to address in Item 7 above 10. FOR INFORMATION CALL: A. NAME Nina Waters B. TELEPHONE (NO COLLECT CALLS) AREA CODE NUMBER: EXT: 770-488-2933 C. E-MAIL ADDRESS jvw0@cdc.gov 11. TABLE OF CONTENTS (x) DESCRIPTION (x) DESCRIPTION PART I - THE SCHEDULE PART II - CONTRACT CLAUSES X A SOLICITATION/CONTRACT FORM 1 X I CONTRACT CLAUSES 70 X B SUPPLIES OR SERVICES AND PRICES/COSTS 2 PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH. X C DESCRIPTION/SPECS./WORK STATEMENT 15 X J LIST OF ATTACHMENTS 92 X D PACKAGING AND MARKING 42 PART IV - REPRESENTATIONS AND INSTRUCTIONS X E INSPECTION AND ACCEPTANCE 41 REPRESENTATIONS, CERTIFICATIONS, AND X F DELIVERIES OR PERFORMANCE 42 X K OTHER STATEMENTS OF OFFERORS 93 X G CONTRACT ADMINISTRATION DATA 45 X L INSTRS., CONDS., AND NOTICES TO OFFERORS 94 X H SPECIAL CONTRACT REQUIREMENTS 56 X M EVALUATION FACTORS FOR AWARD 102 OFFER (Must be fully completed by offeror) NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period. 12. In compliance with the above, the undersigned agrees, if this offer is accepted within calendar days (60 calendar days unless a different period is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the designated point(s), within the time specified in the schedule. 13. DISCOUNT FOR PROMPT PAYMENT (See Section I, Clause No. 52-232-8) 10 CALENDAR DAYS % 20 CALENDAR DAYS % 30 CALENDAR DAYS % % AMENDMENT NO. DATE AMENDMENT NO. DATE CODE FACILITY 16. NAME AND ADDRESS OF PERSON AUTHORIZED TO SIGN OFFER 15B. TELEPHONE NO. AREA CODE NUMBER EXT. 15C. CHECK IF REMITTANCE ADDRESS IS DIFFERENT FROM ABOVE - ENTER SUCH ADDRESS IN SCHEDULE. 17. SIGNATURE 18. OFFER DATE AWARD (To be completed by Government) 19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION: 21. ACCOUNTING AND APPROPRIATION 10 U.S.C. 2304(c)( ) 41 U.S.C. 253(c)( ) 23. SUBMIT INVOICES TO ADDRESS SHOWN IN (4 copies unless otherwise specified) ITEM 24. ADMINISTERED BY (If other than Item 7) CODE 25. PAYMENT WILL BE MADE BY CODE 26. NAME OF CONTRACTING OFFICER (Type or print) 27. UNITED STATES OF AMERICA (Signature of Contracting Officer) 28. AWARD DATE IMPORTANT -- Award will be made on this form, or on Standard Form 26, or by other authorized official written notice. AUTHORIZED FOR LOCAL REPRODUCTION STANDARD FORM 33 (REV. 9-97) PREVIOUS EDITION IS UNUSABLE Prescribed by GSA FAR (48 CFR) 53.214© Section B - Supplies Or Services And Prices/Costs ITEM SUPPLIES/SERVICES QTY/UNIT UNIT PRICE EXTENDED PRICE 0001 Start-Up/Kick Off Mtg (FFP/nonSeverable/Est. POP 09/2013) 3/Days 0002 Transition Tasks from SOW (Project Management, Statistics, IT) (FFP/nonSeverable/Est. POP 09/2013-09/2014) 1/Job 0003 Transition Tasks from SOW (Physical Operations, and Data Collection) FFP/nonSeverable/Est. POP 01/2014-10/2014) 1/Job 0004 Primary Sampling Unit (PSU) - 001 Location: Pimas, Arizona Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2014) 1/Unit 0005 Primary Sampling Unit (PSU) - 002 Location: Fresno, CA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2014) 1/Unit 0006 Primary Sampling Unit (PSU) - 003 Location: Los Angeles, CA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2014) 1/Unit 0007 Primary Sampling Unit (PSU) - 004 Location: Montrose, CO Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2014) 1/Unit 0008 Primary Sampling Unit (PSU) - 005 Location: Windham, CT Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2014) 1/Unit 0009 Primary Sampling Unit (PSU) - 006 Location: Dade, FL Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2014) 12/Month 0010 Primary Sampling Unit (PSU) - 007 Location: Mills, IA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2014) 1/Unit 0011 Primary Sampling Unit (PSU) - 008 Location: Caldwell, KY Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2014) 1/Unit 0012 Primary Sampling Unit (PSU) - 009 Location: Suffolk, MA Data Collection/Physical Operations/Statistics (Optional Line Item Non-Severable/CPFF/nonSeverable/ POP TBD in FY 2014) 1/Unit 0013 Primary Sampling Unit (PSU) - 010 Location: Montgomery, MD Data Collection/Physical Operations/Statistics (Optional Line Item Non-Severable/CPFF/nonSeverable/ POP TBD in FY 2014) 1/Unit 0014 Primary Sampling Unit (PSU) - 011 Location: Kalamazoo, MI Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2014) 1/Unit 0015 Primary Sampling Unit (PSU) - 012 Location: Nash, NC Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2014) 1/Unit 0016 Primary Sampling Unit (PSU) - 013 Location: Dutchess, NY Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2014) 1/Unit 0017 Primary Sampling Unit (PSU) - 014 Location: Summitt, OH Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2014) 1/Unit 0018 Primary Sampling Unit (PSU) - 015 Location: Marion, OR Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2014) 1/Unit 0019 IT Support Services Optional Line Item that can be Incrementally Funded Monthly or funded in total. CPFF/Severable/POP Effective 11/2013(FY 2014) 11/Month 0020 Project Management Support Services to Optional Line Item that can be Incrementally Funded Monthly or funded in total. FFP/Severable/POP Effective 11/2013(FY 2014) 11/ Month 0021 Primary Sampling Unit (PSU) - 016 Location: Maricopa, AZ Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2015) 1/Unit 0022 Primary Sampling Unit (PSU) - 017 Location: Imperial, CA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2015) 1/Unit 0023 Primary Sampling Unit (PSU) - 018 Location: (NW), Los Angeles (NW), CA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2015) 1/Unit 0024 Primary Sampling Unit (PSU) - 019 Location: Santa Clara, CA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2015) 1/Unit 0025 Primary Sampling Unit (PSU) - 020 Location: Cook (North), IL Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2015) 1/Unit 0026 Primary Sampling Unit (PSU) - 021 Location: Douglas, KS Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2015) 1/Unit 0027 Primary Sampling Unit (PSU) - 022 Location: Clay, MN Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2015) 1/Unit 0028 Primary Sampling Unit (PSU) - 023 Location: Cheshire, NH Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2015) 1/Unit 0029 Primary Sampling Unit (PSU) - 024 Location: Manhattan, NY Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2015) 1/Unit 0030 Primary Sampling Unit (PSU) - 025 Location: Lucas, OH Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2015) 1/Unit 0031 Primary Sampling Unit (PSU) - 026 Location: Marion, OR Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2015) 1/Unit 0032 Primary Sampling Unit (PSU) - 027 Location: Bucks, PA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2015) 1/Unit 0033 Primary Sampling Unit (PSU) - 028 Location: Spartanburg, SC Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2015) 1/Unit 0034 Primary Sampling Unit (PSU) - 029 Location: Webb, TX Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2015) 1/Unit 0034 Primary Sampling Unit (PSU) - 030 Location: Mechlenburg, VA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2015) 1/Unit 0035 IT Support Services Optional Line Item that can be Incrementally Funded Monthly or funded in total. CPFF/Severable/POP Effective 11/2014(FY 2015) 12/Month 0036 Project Management Support Services to Optional Line Item that can be Incrementally Funded Monthly or funded in total. FFP/Severable/POP Effective 11/2014(FY 2015) 12/Month 0037 Primary Sampling Unit (PSU) - 031 Location: Pimas, AZ Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2016) 1/Unit 0038 Primary Sampling Unit (PSU) - 032 Location: Fresno, CA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2016) 1/Unit 0039 Primary Sampling Unit (PSU) - 033 Location: Los Angeles (South), CA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2016) 1/Unit 0040 Primary Sampling Unit (PSU) -- 034 Location: Montrose, CO Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2016) 1/Unit 0041 Primary Sampling Unit (PSU) - 035 Location: Windham, CT Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2016) 1/Unit 0042 Primary Sampling Unit (PSU) - 036 Location: Dade, FL Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2016) 1/Unit 0043 Primary Sampling Unit (PSU) - 037 Location: Mills, IA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2016) 1/Unit 0044 Primary Sampling Unit (PSU) - 038 Location: Caldwell, KY Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2016) 1/Unit 0045 Primary Sampling Unit (PSU) - 039 Location: Suffolk, MA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2016) 1/Unit 0046 Primary Sampling Unit (PSU) - 040 Location: Montgomery, MD Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2016) 1/Unit 0047 Primary Sampling Unit (PSU) - 041 Location: Kalamazoo, MI Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2016) 1/Unit 0048 Primary Sampling Unit (PSU) - 042 Location: Nash, NC Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2016) 1/Unit 0049 Primary Sampling Unit (PSU) - 043 Location: Dutchess, NY Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2016) 1/Unit 0050 Primary Sampling Unit (PSU) - 044 Location: Summit, OH Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2016) 1/Unit 0051 Primary Sampling Unit (PSU) - 045 Location: Marion, OR Data Collection/Physical Operations/Statistics (Optional Line Item No/CPFF/nonSeverable/ POP TBD in FY 2016) 1/Unit 0052 IT Support Services Optional Line Item that can be Incrementally Funded Monthly or funded in total. CPFF/Severable/POP Effective 11/2015(FY 2016) 12/month 0053 Project Management Support Services to Optional Line Item that can be Incrementally Funded Monthly or funded in total. FFP/Severable/POP Effective 11/2015(FY 2016) 12/Month 0054 Primary Sampling Unit (PSU) - 046 Location: Maricopa, AZ Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2017) 1/Unit 0055 Primary Sampling Unit (PSU) - 047 Location: Imperial, CA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2017) 1/Unit 0056 Primary Sampling Unit (PSU) - 048 Location: Los Angeles (NW), CA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2017) 1/Unit 0057 Primary Sampling Unit (PSU) - 049 Location: Santa Clara, CA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2017) 1/Unit 0058 Primary Sampling Unit (PSU) - 050 Location: Cook (North), IL Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2017) 1/Unit 0059 Primary Sampling Unit (PSU) - 051 Location: Douglas, KS Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2017) 1/Unit 0060 Primary Sampling Unit (PSU) - 052 Location: Clay, MN Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2017) 1/Unit 0061 Primary Sampling Unit (PSU) - 053 Location: Cheshire, NH Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2017) 1/Unit 0062 Primary Sampling Unit (PSU) - 054 Location: Manhattan, NY Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2017) 1/Unit 0063 Primary Sampling Unit (PSU) - 055 Location: Lucas, OH Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2017) 1/Unit 0064 Primary Sampling Unit (PSU) - 056 Location: Marion, OR Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2017) 1/Unit 0065 Primary Sampling Unit (PSU) - 057 Location: Bucks, PA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2017) 1/Unit 0066 Primary Sampling Unit (PSU) - 058 Location: Spartanburg, SC Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2017) 1/Unit 0067 Primary Sampling Unit (PSU) - 059 Location: Webb, TX Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2017) 1/Unit 0068 Primary Sampling Unit (PSU) - 060 Location: Mecklenburg, VA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2017) 1/Unit 0069 IT Support Services Optional Line Item that can be Incrementally Funded Monthly or funded in total. CPFF/Severable/POP Effective 11/2016(FY 2017) 12/Month 0070 Project Management Support Services to Optional Line Item that can be Incrementally Funded Monthly or funded in total. FFP/Severable/POP Effective 11/2016(FY 2017) 12/Month 0071 Primary Sampling Unit (PSU) - 061 Location: Pimas, AZ Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2018) 1/Unit 0072 Primary Sampling Unit (PSU) - 062 Location: Fresno, CA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2018) 1/Unit 0073 Primary Sampling Unit (PSU) - 063 Location: Los Angeles (South), CA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2018) 1/Unit 0074 Primary Sampling Unit (PSU) - 064 Location: Montrose, CO Data Collection/Physical Operations/Statistics (Optional Line Item) 1/Unit 0075 Primary Sampling Unit (PSU) - 065 Location: Windham, CT Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2018) 1/Unit 0076 Primary Sampling Unit (PSU) - 066 Location: Dade, FL Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2018) 1/Unit 0077 Primary Sampling Unit (PSU) - 067 Location: Mills, IA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2018) 1/Unit 0078 Primary Sampling Unit (PSU) - 068 Location: Caldwell, KY Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2018) 1/Unit 0079 Primary Sampling Unit (PSU) - 069 Location: Suffolk, MA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2018) 1/Unit 0080 Primary Sampling Unit (PSU) - 070 Location: Montgomery, MD Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2018) 1/Unit 0081 Primary Sampling Unit (PSU) - 071 Location: Kalamazoo, MI Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2018) 1/Unit 0082 Primary Sampling Unit (PSU) - 072 Location: Nash, NC Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2018) 1/Unit 0083 Primary Sampling Unit (PSU) - 073 Location: Dutchess, NY Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2018) 1/Unit 0084 Primary Sampling Unit (PSU) - 074 Location: Summit, OH Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2018) 1/Unit 0085 Primary Sampling Unit (PSU) - 075 Location: Marion, OR Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2018) 1/Unit 0086 IT Support Services Optional Line Item that can be Incrementally Funded Monthly or funded in total. CPFF/Severable/POP Effective 11/2017(FY 2018) 12/Month 0087 Project Management Support Services to Optional Line Item that can be Incrementally Funded Monthly or funded in total. FFP/Severable/POP Effective 11/2017(FY 2018) 12/Month 0088 Primary Sampling Unit (PSU) - 076 Location: Maricopa, AZ Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2019) 1/Unit 0089 Primary Sampling Unit (PSU) - 077 Location: Imperial, CA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2019) 1/Unit 0090 Primary Sampling Unit (PSU) - 078 Location: Los Angeles (NW), CA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2019) 1/Unit 0091 Primary Sampling Unit (PSU) - 079 Location, Santa Clara, CA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2019) 1/Unit 0092 Primary Sampling Unit (PSU) - 080 Location: Cook (North), IL Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2019) 1/Unit 0093 Primary Sampling Unit (PSU) - 081 Location:, Douglas, KS Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2019) 1/Unit 0094 Primary Sampling Unit (PSU) - 082 Location: Clay, MN Data Collection/Physical Operations/Statistics (Optional Line Item) 1/Unit 0095 Primary Sampling Unit (PSU) - 083 Location: Cheshire, NH Data Collection/Physical Operations/Statistics (Optional Line Item) 1/Unit 0096 Primary Sampling Unit (PSU) - 084 Location: Manhattan, NY Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2019) 1/Unit 0097 Primary Sampling Unit (PSU) - 085 Location: Lucas, OH Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2019) 1/Unit 0098 Primary Sampling Unit (PSU) - 086 Location: Marion, OR Data Collection/Physical Operations/Statistics (Optional Line Item Non/CPFF/nonSeverable/ POP TBD in FY 2019) 1/Unit 0099 Primary Sampling Unit (PSU) - 087 Location: Bucks, PA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2019) 1/Unit 0100 Primary Sampling Unit (PSU) - 088 Location, Spartanburg, SC Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2019) 1/Unit 0101 Primary Sampling Unit (PSU) - 089 Location: Webb, TX Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2019) 1/Unit 0102 Primary Sampling Unit (PSU) - 090 Location: Mechlenburg, VA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2019) 1/Unit 0103 IT Support Services Optional Line Item that can be Incrementally Funded Monthly or funded in total. CPFF/Severable/POP Effective 11/2018(FY 19) 12/Month 0104 Project Management Support Services to Optional Line Item that can be Incrementally Funded Monthly or funded in total. FFP/Severable/POP Effective 11/2018(FY 19) 12/Month 0105 Primary Sampling Unit (PSU) - 091 Location: Pimas, AZ Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2020) 1/Unit 0106 Primary Sampling Unit (PSU) - 092 Location: Fresno, CA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2020) 1/Unit 0107 Primary Sampling Unit (PSU) - 093 Location: Los Angeles (South), CA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2020) 1/Unit 0108 Primary Sampling Unit (PSU) - 094 Location: Montrose, CO Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2020) 1/Unit 0109 Primary Sampling Unit (PSU) - 095 Location: Windham, CT Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2020) 1/Unit 0110 Primary Sampling Unit (PSU) - 096 Location: Dade, FL Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2020) 1/Unit 0111 Primary Sampling Unit (PSU) - 097 Location: Mills, IA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2020) 1/Unit 0112 Primary Sampling Unit (PSU) - 098 Location: Caldwell, KY Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2020) 1/Unit 0113 Primary Sampling Unit (PSU) - 099 Location: Suffolk, MA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2020) 1/Unit 0114 Primary Sampling Unit (PSU) - 100 Location: Montgomery, MD Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2020) 1/Unit 0115 Primary Sampling Unit (PSU) - 101 Location: Kalamazoo, MI Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2020) 1/Unit 0116 Primary Sampling Unit (PSU) - 102 Location: Nash, NC Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2020) 1/Unit 0117 Primary Sampling Unit (PSU) - 103 Location: Dutchess, NY Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2020) 1/Unit 0118 Primary Sampling Unit (PSU) - 104 Location: Summit, OH Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2020) 1/Unit 0119 Primary Sampling Unit (PSU) - 105 Location: Marion, OR Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2020) 1/Unit 0120 IT Support Services Optional Line Item that can be Incrementally Funded Monthly or funded in total. CPFF/Severable/POP Effective 11/2019(FY 2020) 12/Month 0121 Project Management Support Services to Optional Line Item that can be Incrementally Funded Monthly or funded in total. FFP/Severable/POP Effective 11/2019(FY 2020) 1/Month 0122 Primary Sampling Unit (PSU) - 106 Location: Maricopa, AZ Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2021) 1/Unit 0123 Primary Sampling Unit (PSU) - 107 Location: Imperial, CA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2021) 1/Unit 0124 Primary Sampling Unit (PSU) - 108 Location: Los Angeles, (NW), CA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2021) 1/Unit 0125 Primary Sampling Unit (PSU) - 109 Location: Santa Clara, CA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2021) 1/Unit 0126 Primary Sampling Unit (PSU) - 110 Location: Cook (North), IL Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2021) 1/Unit 0127 Primary Sampling Unit (PSU) - 111 Location:, Douglas, KS Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2021) 1/Unit 0128 Primary Sampling Unit (PSU) - 112 Location: Clay, MN Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2021) 1/Unit 0129 Primary Sampling Unit (PSU) - 113 Location: Cheshire, NH Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2021) 1/Unit 0130 Primary Sampling Unit (PSU) - 114 Location: Manhattan, NY Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2021) 1/Unit 0129 Primary Sampling Unit (PSU) - 117 Location: Bucks, PA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2021) 1/Unit 0130 Primary Sampling Unit (PSU) - 118 Location: Spartanburg, SC Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2021) 1/Unit 0131 Primary Sampling Unit (PSU) - 119 Location: Webb, TX Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2021) 1/Unit 0132 Primary Sampling Unit (PSU) - 120 Location: Mechlenburg, VA Data Collection/Physical Operations/Statistics (Optional Line Item/CPFF/nonSeverable/ POP TBD in FY 2021) 1/Unit 0133 IT Support Services Optional Line Item that can be Incrementally Funded Monthly or funded in total. CPFF/Severable/POP Effective 11/2020(FY 2021) 12/Month 0134 Project Management Support Services to Optional Line Item that can be Incrementally Funded Monthly or funded in total. FFP/Severable/POP Effective 11/2020(FY 2021) 12/Month 0135 MEC Maintenance See SOW in V.E.6 of Section C. (Vendor Proposal will be for the first 15 PSU's) (Period of Performance: From Date of Award for a period of 12 mos.) (This Optional Line Item can be exercised more than once on a yearly basis beginning at Line Item 0004/PSU 0001 through 0132/ PSU 120) (FFP/NonSeverable/POP is Annual Requirement) 1/Job 0136 Special Project(s) DHANES Study re Health and Nutrition Status on 1,200 Children ages Birth -24 Months See SOW in Section C, V-8 Special Project (POP: 1 yr. Set Up, 2 yrs. to Operate, 6 mos. for Closeout) (CPFF/NonSeverable) (This Optional Line Item can be exercised more than once throughout the life of the contract. Period of Performance to be defined at the time this option is exercised. ) 1/Unit 0137 Meetings/Conferences(See V.I) Unit Price TBD if needed based on size, location, travel, and other factors. (This Optional Line Item can be exercised more than once throughout the life of the contract. Period of Performance to be defined at the time this option is exercised.) (FFP or CPFF/Severability to be established when option is exercised) 1 Job 0138 Closeout (CPFF/NonSeverable) FY 2023 1/Job SECTION C TABLE OF CONTENTS C.I BACKGROUND C.II PURPOSE C.III JUSTIFICATION C.IV SCOPE OF WORK C-V.A WORK SUMMARY, TRANSITION SUMMARY, PERFORMANCE BREAKDOWN STRUCTURE C.V.B/ DESCRIPTION OF ALL ELEMENTS IN THE SCOPE OF WORK C.V.G C.V.H SPECIFIC PROJECT PROPOSAL GUIDANCE C.V.I MEETING/CONFERENCE PROPOSAL GUIDANCE Section C - Description/Specification/Work Statement I. BACKGROUND The National Health and Nutrition Examination Survey (NHANES) is a program of studies designed to assess the health and nutritional status of adults and children in the United States. The survey is unique in that it combines interviews and physical examinations. NHANES is a major program of the National Center for Health Statistics (NCHS). NCHS is part of the Department of Health and Human Services (DHHS) and has the responsibility for producing vital and health statistics for the Nation. NHANES is overseen by the Division of Health and Nutrition Examination Surveys (DHNES). The NHANES program began in the early 1960's and has been conducted as a series of surveys focusing on different population groups or health topics. In 1999, the survey became a continuous program that has a changing focus on a variety of health and nutrition measurements to meet emerging needs. The survey examines a nationally representative sample of the civilian non-institutionalized United Stated population of about 5,000 persons of all ages each year. These persons are located in 15 randomly selected counties each year. Data from the examination portion of NHANES are used to obtain objective health measures. The NHANES program also assesses new methods for collecting biomedical data in the household and in the mobile examination center (MEC). New methods ensure that NHANES continues to establish national standards in health measures data collection. NCHS is planning the next National Health and Nutrition Examination Survey with interview and health measurement data collection beginning in December 2014. Accordingly, NCHS seeks to procure the following services: 1) statistical services related to the sample design, weighting, and related survey statistical issues; 2) data collection services related to the collection of interview and medical exam data in 15 primary sampling units (PSUs) each year; 3) physical operations services related to the operation of a household interview and medical exam survey conducted in Mobile Examination Centers (MECs) in 15 primary sampling units (PSUs) each year; and 4) information technology services related to the entry, transmission, storage, and delivery of data collected in a home and medical exam survey conducted in 15 primary sampling units (PSUs) per year and any supporting programming and other computer requirements therein. Additionally, NHANES may seek additional services for related medical data collection survey efforts such as community HANES, longitudinal HANES, feasibility studies, pilot tests, methodology studies, genetics, linkage studies, etc. More information can be found on the NHANES web site: http://www.cdc.gov/nchs/nhanes.htm as well as the NCHS web site: http://www.cdc.gov/nchs/index.htm. II. PURPOSE The purpose of this statement of work is to acquire statistical services, data collection services, physical operations services, information technology, and project management services which allow the NHANES survey to collect data on a nationally representative sample of the civilian non-institutionalized United Stated population of all ages in 15 primary sampling units (PSUs) annually in Mobile Examination Centers (MECs) such that data is collected in a fully automated and integrated data collection system. The statistical services acquired will allow the NHANES survey to obtain a nationally representative sample, capable of national sub-population estimates, properly weighted, to support continuous NHANES data collection, as well as proper documentation regarding performed work, and perform work on other statistical tasks as required, e.g. special studies. The data collection services acquired will allow the NHANES survey to obtain, using the NHANES approved survey and sampling design, interview data (e.g. demographics, dietary interview including foods and supplements, etc.) and medical exam data, bio-specimens (e.g. blood, urine, etc.), imaging (e.g. ultrasound, DXA, retinal image, etc.), and other data related to health status (e.g. tap water, home dust samples, etc.). The physical operations services acquired will allow the NHANES survey to obtain all physical operations necessary to perform data collection in 15 PSUs each year. The information technology services acquired will allow the NHANES survey to obtain all hardware and software needed to monitor, manage, and support all data collection activities in real or near-real time, including survey cost accounting and performance, while in compliance with federal confidentiality and security regulations. In addition, this statement of work allows for the performance of special studies (e.g. community medical data collection surveys, longitudinal surveys, feasibility studies, pilot tests, methodology studies, etc.) as required. III. JUSTIFICATION Data collection services are required by DHNES to complete the work authorized in the Public Health Service Act (42 USC 242m) by Congress. Statistical services allow DHNES to use appropriate, flexible, and efficient sampling methods regarding data collection, reducing costs for the unique national estimates of health status behaviors and conditions produced from the NHANES survey. Physical operations services are required for DHNES to collect household interview and medical exam data in 15 randomly selected PSUs each year. Household interview data is collected by field interviewers. In order to collect medical exam data in a standardized environment, NHANES requires the use of Mobile Examination Centers, i.e. a set of trailers that are outfitted for medical data collection. Support of the field interviewers and NHANES operational requirements for the MEC require the acquisition of physical operations services. Information technology services are required for DHNES to electronically collect household interview and medical exam data in 15 randomly selected counties (PSUs) each year. Household interview data is collected by field interviewers who are required to upload the data on a regular basis. Interview data (e.g. Computer Assisted Personal Interview, Audio Computer Assisted Self Interview, dietary and supplements interview, etc.) and medical exam data (e.g. height, weight, blood draw, etc.) is electronically collected in the MEC. Data collected in the MECs are transmitted daily to support all aspects of the NHANES. To support these requirements, extensive information technology services are required. IV. SCOPE OF WORK The contractor shall perform all work required to conduct the National Health and Nutrition Examination Survey (NHANES) as authorized in the Public Health Service Act (42 USC 242m) in a manner which allows for publishable analysis of NHANES data across data collection cycles. The contractor shall perform statistical procedures and analyses required to conduct the NHANES survey. This includes, but is not limited to, use and development of sampling techniques for a nationally representative medical data collection survey on the civilian non-institutionalized population of the United States, including a sample frame design, primary sampling unit (PSU) selection, creation of sampling frame and listing procedures, development of survey weights, ad hoc requests regarding sample or statistical techniques, and any of the above activities for medical data collection surveys on special studies (e.g. community or longitudinal medical data collection surveys). The contractor shall create a statistical design such that one-year cycles and two-year cycles are national samples, and that data are released to the public in two-year cycles. The contractor shall perform data collection as required by the NHANES survey. The collection will be performed in the Primary Sampling Units (PSUs) by the sample design. Data collection shall include, but not be limited to: household interviews; interviews at the Mobile Examination Center (MEC); medical exams at the MEC; imaging (e.g. DXA, ultrasound, retinal image, etc.); collection of bio-specimens (e.g. blood, urine, saliva, hair); environmental samples such as dust or tap water; and follow-up data collection, such as dietary interview phone follow-up, physical activity monitor, or tuberculosis readings. The contractor shall provide operational support for field staff. Contractor shall integrate new content into NHANES survey, typically every two years for new data collection cycles, but sometimes on a more irregular basis. The contractor shall perform physical operations services required to conduct the NHANES survey. This includes, but is not limited to, determining the schedule for the NHANES survey, arranging for field staff travel and lodging, arranging for travel, set-up, and teardown of the Mobile Examination Centers (MECs), arranging for MEC-site locations and implementing MEC set-up requirements (e.g. permits, site modification, etc.), maintenance, repair, re-configuring, and refurbishment of existing MECs, building of new trailers, arranging required service providers (e.g. phone, bank, security, shipping, etc.), managing inventory (e.g. materials, urine collection cups, supplies specific to MEC exam components, etc.), safety training (e.g. CPR, CLIA-certification), rental of office space if required, and support for additional studies requiring additional NHANES facilities (e.g. tuberculosis testing, community HANES studies, etc.). The contractor shall perform information technology services required to conduct the NHANES survey. This includes, but is not limited to, transition existing software, hardware, database designs, manuals, documentation, training, and services, maintenance of existing systems, support of field staff performing data collection operations, development of new software, data management and delivery, acquisition and leasing of equipment, pilot and dry-run testing, travel to field site, support at the NCHS headquarters, and support for additional studies requiring additional NHANES facilities (e.g. tuberculosis testing, community HANES studies, etc.). Field interviewers collect screening and interview data at participant's households or other location, and subsequently participants are examined in the MEC. It is essential that data and information collected during the screening, interviewing and MEC examination, and post-MEC data collection, be captured using integrated systems in a form which allows the easiest and fastest access of data between all operational locations. Data collected at any operational location of the NHANES must include electronic Para data and be available daily while maintaining appropriate levels of security, availability, and integrity. Para data may be used for responsive design (see Statistics Section of Statement of Work). The contractor shall provide full-time comprehensive system and network administration, database administration, connectivity, user authentication, physical and information security meeting federal requirements, and general support for field staff, household interviewers, MECs, NCHS NHANES operations, and the contractor facilities. The contractor shall maintain sufficient spare equipment to ensure failures do not adversely impact survey operations. All software, hardware, applications, systems, servers, databases, designs, telecommunications and network equipment and other materials developed or purchased by the contractor for NHANES shall be the property of NCHS. From time to time, the contractor shall also perform pre-tests, pilot tests, methodology studies, feasibility studies, home exam medical data collection (e.g. height, weight, blood pressure, etc.), community studies, longitudinal studies, linkage studies, genetic studies, and special studies as directed. These will be ordered as a separate task order. Contractor shall provide cost estimates as directed. V. WORK SUMMARY, TRANSITION SUMMARY, AND PERFORMANCE BREAKDOWN STRUCTURE V.A.1 Summary of the Work The contractor shall conduct interviewing, medical data collection exams, data processing, and data file documentation for the NHANES. Interviewing shall be conducted from December 2014 through January 2023, with approximately 5,000 completed interviews and exams per year on the civilian, non-institutionalized population of the United States for all ages. The contractor shall perform the following tasks, working in close, continuing collaboration with the NCHS/DHNES staff: 1. Design a national sample on the non-institutionalized civilian resident United States population that will yield about 5,000 interviews and exams per year, with oversamples as required by the sample design (Deliverables V.C.2); 2. Perform statistical tasks such as creating weights and variance estimates (Deliverables V.C.3 and V.C.4); 3. Find site locations for Mobile Examination Centers (MECs), set-up MECs, and maintain MEC facilities (Deliverables V.E.3, V.E.4, and V.E.6); 4. Recruit, hire, and train interviewers and examiners (Deliverables V.D.2); 5. Conduct all interviews in person, typically in respondents' homes and perform interview and medical data collection exams in the NHANES Mobile Examination Center (Deliverables V.D.6); 6. Integrate new content into NHANES survey, typically every two years for new data collection cycles, but sometimes on a more irregular basis (Deliverables V.F.4); 7. Achieve at least a 70% response rate overall; 8. Capture survey data electronically and send the encrypted data electronically as promptly as possible (Deliverables V.F.4); 9. Prepare public use data files in accordance with the data file release schedule (Deliverables V.C.5); 10. Assist in preparation of reports on sample design, weighting, imputation, & variance estimation, and other necessary reports to describe the work performed (Deliverables V.C.8); 11. Keep NCHS/DHNES informed as the work proceeds so that NCHS can give timely and appropriate technical direction (Deliverables V.B.3 - V.B.6). This contract requires the services of a data collection firm that has experience in the conduct of complex, computer-assisted national surveys based on interviews and exams on sensitive topics. The firm must be able to select a national sample, staff the project in any state, and conduct the interviews in English and Spanish. The firm must also have fieldwork information systems that allow them to manage interviewer labor and other spending in order to control costs and improve quality, and be able to adapt to a changing survey environment in the United States. The firm must meet Certification and Accreditation requirements for Information Technology security. The firm must meet all Privacy, Confidentiality, and Human Subjects Research requirements. This work is described in more detail below. (See Page 23) V.A.2 Summary of the Contract Transition: A major goal of this contract is to transition between the 2013 - 2014 data collection cycle and the 2015 - 2016 data collection cycle without a break in data collection. The contractor must be ready to perform NHANES data collection by December 1, 2014. This section summarizes the transition tasks outlined. During the transition period, the incumbent contractor will complete the 2013 - 2014 NHANES data collection cycle and perform data management activities until data file release around mid-2015. The incumbent contractor will also provide inventory of the current NHANES data collection processes, procedures, and materials. The DHNES Project Officer is responsible for coordinating this transition and approving new plans and will direct the incumbent contractor and the awarded contractor accordingly. At the project management level, transition means development of the organization and staffing requirements, and agreement of project management processes and procedures. This includes a Project Management Plan for all activities covered in the Statement of Work and a project management plan for the transition. The draft project management plan will come from the offeror's proposal. There is also a separate IT Transition Plan. At the statistics level, transition means review of existing statistical approaches to the NHANES sample design and recommendations regarding best approach. At the data collection level, transition means receipt and review of all data collection procedures and materials such as training materials, outreach materials, screening protocols, etc. At the physical operations level, transition means receipt and inventory of existing NHANES equipment such as the Mobile Examination Centers and equipment therein. At the information technology level, transition means receipt and inventory of existing NHANES information technology infrastructure recommendations regarding best approach. The offeror's approach to transition must address these issues. V.A.3 Performance Based Work Breakdown Structure: The following outline shows the work breakdown structure for the new National Health and Nutrition Examination Survey contract: PERFORMANCE BASED WORK BREAKDOWN STRUCTURE -- V.A.4 PERFORMANCE -BASED MATRIX National Health and Nutrition Examination Survey (NHANES) Desired End Result Feature(s) of end result to be Monitored (Indicator). Required performance level for each feature (Standard). Quality Assurance Incentives/Payment-Quality Link 1.Kick-Off Mtg. 2.Transition Plan 3. The contractor shall effectively manage the gathering / assembling of scientific info /and data collection which is relevant / pertinent to contract objectives 4. The contractor shall ensure that all deliverables meet compliance and submission requirements. 5. The contractor shall manage / facilitate processes related to dissemination of materials via the web, electronic media, print and other vehicles 6. MonthlyActivity Report 7. PSU Cost Estimate 8. Project-Specific Cost Estimate 9. Estimated and Actual Number of Participants per PSU 10. Project Staffing 11.Project Milestones & Schedule 12.Cost Management of Contract 13.Property Accountability Timeliness Timeliness Accuracy Timeliness Accuracy Timeliness Accuracy Accuracy Timeliness Accuracy, timeliness, and correlation with Invoice Accuracy of Estimate Timeliness Accuracy of Estimate Timeliness Timeliness Accuracy Response Rate organized by PSU Current Qualified Sufficient. Timeliness Accuracy Accuracy Consistent Timeliness Accuracy Timeliness Within 10 Business Days After Award Draft Plan with Proposal. Final within 30 calendar days after contract award. All Informational gaps are identified All Information is scientifically accurate All Information is current 100 % adherence to organizational / agency schedules and submission /compliance requirements Content is submitted IAW scheduled due dates in Section F. To be delivered IAW delivery schedule in Section F. All Products are to be scientifically accurate and the information current. All Reports are submitted in accordance with Section F. 90 Days Prior to commencement of PSU Data Collection 90 Days Prior to commencement of specific projects. Project cost within 10% of estimate. Updated daily (see Section C, particularly V.D.3 - V.D.6) 100% Adherence to Staffing requirements Currency of expertise. Personnel possess necessary knowledge, skills and abilities to perform work. Sufficient number of personnel to accomplish the mission 100 % Adherence to Schedule in Section F. Work, completed, reviewed and delivered in a timely manner. Notifies customer in advance of potential problems 100% Adherence to need to manage cost. Open communications regarding cost changes. Timely submission of invoices. Participation in the CDC annual property inventory with 100% of CAP/GFP accountable Customer Observations Customer Observations Surveillance system will be customer observations and contract terms and conditions. Surveillance system will be customer observations and contract terms and conditions Surveillance system will be customer observations and contract terms and conditions Surveillance system will be customer observations and contract terms and conditions. Surveillance system will be customer observations Surveillance system will be customer observations and contract terms and conditions Surveillance system will be customer observations and contract terms and conditions Surveillance system will be customer observations and contract terms and conditions in Section F. Surveillance system will be customer observations and contract terms and conditions. Surveillance system will be customer observations and contract terms and conditions. Inventory Results and customer observations. 1. Positive incentives: a. Contractor performance evaluated using the automated Contractor Performance Assessment Reporting System (CPARS). The evaluation will be considered when future AGENCY contract selections are made. 2. As prescribed in 46.304, insert the following clause: 52.246.4 Inspection of Services - Fixed-Price (Aug. 1996) (a) Definition: "Services," as used in this clause, includes services performed, workmanship, and material furnished or utilized in the performance of services. (b) The Contractor shall provide and maintain an inspection system acceptable to the Government covering the services under this contract. Complete records of all inspection work performed by the Contractor shall be maintained and made available to the Government during contract performance and for as long afterwards as the contract requires. (c) The Government has the right to inspect and test all services called for by the contract, to the extent practicable at all times and places during the term of the contract. The Government shall perform inspections and tests in a manner that will not unduly delay the work. (d) If the Government performs inspections or tests on the premises of the Contractor or a subcontractor, the Contractor shall furnish, and shall require subcontractors to furnish, at no increase in contract price, all reasonable facilities and assistance for the safe and convenient performance of these duties. (e) If any of the services do not conform to contract requirements, the Government may require the Contractor to perform the services again in conformity with contract requirements, at no increase in contract amount. When the defects in services cannot be corrected by reperformance, the Government may - (1) Require the Contractor to take necessary action to ensure that future performance conforms to contract requirements; and (2) Reduce the contract price to reflect the reduced value of the services performed. (f) If the Contractor fails to promptly perform the services again or to take the necessary action to ensure future performance in conformity with contract requirements, the Government may - (1) By contract or otherwise, perform the services and charge to the Contractor any cost incurred by the Government that is directly related to the performance of such service; or (2) Terminate the contract for default. (End of Clause) 3. Payment is linked to quality through FAR 52.246-5 Inspection of Services-Cost-Reimbursement. As prescribed in 46.305, insert the following clause in solicitations and contracts for services, or supplies that involve the furnishing of services, when a cost-reimbursement contract is contemplated: Inspection of Services-Cost-Reimbursement (Apr 1984) (a) Definition. "Services," as used in this clause, includes services performed, workmanship, and material furnished or used in performing services. (b) The Contractor shall provide and maintain an inspection system acceptable to the Government covering the services under this contract. Complete records of all inspection work performed by the Contractor shall be maintained and made available to the Government during contract performance and for as long afterwards as the contract requires. (c) The Government has the right to inspect and test all services called for by the contract, to the extent practicable at all places and times during the term of the contract. The Government shall perform inspections and tests in a manner that will not unduly delay the work. (d) If any of the services performed do not conform with contract requirements, the Government may require the Contractor to perform the services again in conformity with contract requirements, for no additional fee. When the defects in services cannot be corrected by re-performance, the Government may- (1) Require the Contractor to take necessary action to ensure that future performance conforms to contract requirements; and (2) Reduce any fee payable under the contract to reflect the reduced value of the services performed. (e) If the Contractor fails to promptly perform the services again or take the action necessary to ensure future performance in conformity with contract requirements, the Government may- (1) By contract or otherwise, perform the services and reduce any fee payable by an amount that is equitable under the circumstances; or (2) Terminate the contract for default. (End of clause) V.B Project Management Project management work packages involve activities which require expertise in initiating, planning, executing, monitoring and reporting, controlling, and closing a project. V.B.1 Project Management Plan The Contractor shall develop a Project Management Plan (PMP) for all activities covered in the statement of work. The PMP shall show how the Contractor will staff, schedule and manage survey tasks to produce a high quality and cost-effective data collection effort. A final version of the PMP is to be delivered to the COR no later than 30 days after award. The plan shall include, but is not limited to: ● A schedule that incorporates tasks, subtasks, milestones, relationships, estimated task durations and resource allocations to tasks in a format compatible with Microsoft Project or other commonly used project management systems, as approved by the COR; ● Outline of procedures for critical areas, such as project management, project organization, schedule and budget adherence, detailed cost and project-specific charge code reporting, reporting requirements, and staffing and staff retention. ● The identification of potential problems, consequences of delays, and possible alternatives; ● A communication plan that describes the decision response process in dealing with the COR and any subcontractors to schedule and implement required tasks. The Contractor shall maintain up-to-date records in a user-friendly, searchable, and mutually-agreeable format of all activities performed throughout the contract. These records shall provide sufficient depth and understanding of all project activities to meet the transparency requirements of Office of Management and Budget, DHHS, CDC, and NCHS/DHNES. Revised project schedules shall be provided to the COR within five business days of any decision to modify timelines. Invoicing shall be conducted in accordance with Section G. V.B.2 Transition Plan NHANES is currently being conducted in 15 PSU locations and is supported by the current NHANES Data Collection contractor. As required, there will be a transition period to ensure a smooth transition between contractors. Offerors should describe previous experience transitioning large contracts and outline plans to handle managing the tasks of an existing contract. After award, the Contractor shall work closely with the COR to further define all required transition steps, with a Transition Plan to be delivered no later than 60 days after award. V.B.3 Kick-off Meeting Within two weeks of award, the Contractor shall contact the COR to schedule a full day, face-to-face kick-off meeting with the COR, Contracting Officer, and other CDC staff. Face-to-face meeting for CO should be dependent on funding for CO travel. It may be necessary for the CO to participate via envision (teleconference) or conference call. The meeting will be held at CDC in Hyattsville, MD. A summary of all decisions and action items resulting from this meeting will be provided to the COR for review and comment within two business days. The contractor shall retain all documentation resulting from this and other management meetings for the duration of the contract. V.B.4 Performance Management Meetings The Contractor shall meet with the COR and/or other NCHS/DHNES staff on a weekly basis to discuss project activities. The meetings will take place either by teleconference, videoconference, or at CDC in Hyattsville, MD. For all meetings, agendas and proposed staff to attend are to be provided at least 1 business day in advance to the COR for approval. The Contractor shall be responsible for writing minutes of all the contractor-CDC meetings. Minutes are due within 2 business days of the meeting. Any revisions to the notes are due within 1 week after the meeting takes place. V.B.5 Monthly Project Management Status Reports Status reports shall include details on the progress of all contract efforts and tasks, a summary of problems encountered, notification of any potential problems, and actual hours and costs incurred. The reporting period consists of the first full month of performance plus any fractional part of the initial month. Thereafter, the reporting period shall consist of each calendar month. Status reports shall be organized by PSU and project charge code, and must correlate with invoices. V.B.6 Annual & Final Reports At the close of each contract year, and at the end of the contract period of performance the contractor shall submit reports that include details on the progress during the reference period of time related to all contract efforts. The reports should highlight any critical problems encountered, their resolution, and any adopted quality assurance procedures. The Contractor shall submit a draft and final version of the reports, incorporating feedback from the COR. V.B.7 Facilities The Contractor's facilities shall have the necessary dedicated office space and accommodations. Space should be available, as necessary, for other activities such as training, collaborative planning, meetings, etc. Space and infrastructure services should also be available for staging of equipment configurations prior to field deployment. V.B.8 Collaboration with CDC and Other Contractors The contractor will be required to closely collaborate with the COR, other federal organizations as required (e.g. USDA for the dietary interview component), state health officials, vendors, suppliers, and other CDC contractors. Offerors should demonstrate past experience with multisite/multi-organizational projects and methods for successful collaboration. Specific examples of strategies for communication and problem resolution should be detailed. V.C. Statistics Statistics work packages involve activities which require expertise in statistics and survey statistics, sample and frame design, and data disclosure. V.C.1 Transition Contractor shall accept existing statistical work products related to NHANES data collection and make recommendationon their utility with regards to the 2015 - 2018 NHANES four year sample design period. V.C.2 Sample Design Contractor shall develop an overall survey design incorporating appropriate sampling techniques for a nationally representative medical data collection survey. Additionally, or as part of the survey design, the contractor shall develop a sample design to select a multistage, nationally representative sample of the civilian, non-institutionalized U.S. population for the four-year base period of 2015 - 2018 and additional four-year option period of 2019 - 2022. This sample will be studied in order to measure and monitor the health and nutritional status for sex, race/ethnicity, income, and age subdomains of the population. Contractor shall assist NCHS in developing a set of survey domains and the desired reliability of those domains. At each stage of sampling, sampling and screener rates may be set to oversample certain population groups to increase the precision of estimates from those groups. As the final specifications for the sample design of the 2015 - 2018 NHANES are not available at this time, the contractor should make the following assumptions. 1. The contractor shall select a first stage geographic sample of primary sampling units (PSUs) that will generally be defined as a single county or adjacent counties combined to maintain a minimum size. 2. PSUs shall be selected from a frame of all U.S. counties using the 2010 U.S. Census Bureau data. 3. The PSU sample shall yield a four-year national sample composed of two consecutive two-year national samples at the PSU level and such that each annual sample is also a national sample. 4. The sample design shall consist of a maximum of sixty PSUs (stands) in the four-year period and fifteen PSUs (stands) in a one-year period. 5. PSU-level stratification variables shall be determined along with the source of such stratification variables. 6. A Measure of Size (MOS) shall be defined and the PSUs selected in a manner to insure adequate sample sizes for each PSU and also the overall annual survey. Adequate sample size shall be defined as equal, or nearly equal, effective sample sizes for each year, as well as for the four-year period. The target sample size for the annual sample shall be 5,000 examined persons and the target sample size for the four-year period as 20,000 examined persons. 7. Contingent on a definition of MOS to be used, each PSU shall be defined as self-representing (SR) or non-self-representing (NSR). A SR PSU may enter into the sample more than once in the four-year period, but not more than once in a single year. At the second stage of selection, i.e. within the sample PSUs, the contractor shall select a sample of area segments comprised of census blocks or combinations of blocks. These segments will be used for the third stage of selection. At the third stage of selection, i.e. within the sample segments, the contractor shall create a listing of dwelling units (DUs). This shall be performed using address-based sampling techniques where such techniques are effective, and by listers in the field where such techniques are not. These household addresses will be used for the fourth stage of selection. At the fourth stage of selection, the contractor shall implement a random selection of household members in accordance with the sample design requirements. This occurs when the field interviewers perform screening of the DUs, that is, when the field interviewers list the persons in the sampled dwelling units, administer a screening questionnaire, and select the requisite sample of persons in accordance with the sample design requirements. Also, when field interviewers identify errors in the household addresses that affect the sample frame, the contractor shall perform all adjustments on sample weights and sample frame as necessary. Based on the proposed selection criteria, the contractor shall provide target sample sizes, sampling rates, expected yields, and expected response rates for the major selection and stratification categories. The contractor should use the following precision estimates in developing a proposal. For the four-year data collection, an estimated prevalence statistic of 10% in a sex-age domain should have a relative standard error or 30% or less; and estimated (absolute) differences between domains of at least 10% should be detectable with a Type I error rate of < 0.05 and a Type II error rate of < 0.10. Oversampling of certain population groups will be required and may vary across data collection cycles. The contractor should use the following operational considerations in developing a proposal. 1. The survey population is the total United States civilian non-institutionalized population for all ages; 2. Interviews will be collected in the home and in the Mobile Examination Center (MECs), and medical data will be collected in the MECs; 3. There are three sets of MECs. Each MEC can be used in five different PSUs in a 12 month period (thus the 15 PSUs yearly); and 4. Sample design must support analytical comparison with previous NHANES data collection cycles. The contractor will document the sample design as directed by DHNES. The sample design documentation shall be delivered to DHNES within one year of the start of data collection. The contractor will document all statistical decisions made regarding sample design with memos to the record. V.C.3 Weighting Based on the established sampling procedures and the defined estimation criteria, the contractor shall develop a methodology for generating survey weights. At a minimum, the sample weights should account for the differential probabilities of selection, for out-of-scope and non-response, and difference between the final sample and the total population. The contractor shall provide an assessment of the methods proposed. With approval of the COR, the contractor shall provide the oversight and computer programming resources necessary to produce final sample weights and weights for the individual survey components. The contractor shall insure the correctness of the computer programs and the accuracy of calculated weights. The contractor shall also perform weighting, using techniques similar to those on the NHANES survey, for sub-samples and/or special studies as directed by DHNES. The contractor will document the weighting as directed by DHNES. The contractor will document all statistical decisions made regarding weights with memos to the record. The contractor shall provide weights in an electronic format on each 2-year survey data collection cycle, and each 1-year data collection cycle for interview and exam components. The contractor shall also provide weights for sub-sampled components, e.g. components that only take place on morning exams, as requested. V.C.4 Variance Estimates Based on the sample design, the contractor shall develop methods for estimating the statistical reliability of the estimates using the Taylor Series Linearization methods for variance estimation. The contractor may propose a different method for calculating variance estimates, but must include a justification for such use. Any methods proposed must be compatible with use of SUDAAN, STATA and the SAS survey procedures. With approval of the COR, the contractor shall provide the oversight and computer programming resources necessary to produce estimates of sampling variability for overall survey estimates and for estimates from the individual survey components. The contractor shall insure the correctness of the computer programs and the accuracy of the calculated variances. The contractor will document the procedures for variance estimation as directed by COR. The contractor will document all statistical decisions made regarding variance estimation with memos to the record. V.C.5 Data File Review and Release The contractor shall explore the need for disclosure avoidance procedures and propose methods for masking data elements and for creating pseudo variables (such as pseudo PSUs) to insure the confidentiality of the collected data on public use files. These procedures and methods shall be in accordance with the Confidential Information Protection and Statistical Efficiency Act (PL-107-347). The contractor shall document these efforts. With the approval of the COR, the contractor shall create and deliver to COR a public use data file that incorporates sample weights and design variables necessary for producing variance estimates. This data set will be delivered to DHNES within four months of the end of data collection for each one-year and two-year survey data collection cycle. Data files will be generated using computer programs such as SAS and in accordance with the meta-data requirements provided by the COR. Upon request, the contractor shall create special data sets, such as files with geographically linked data to other contextual data, or files with items too detailed to be released to the public due to confidentiality restrictions. These data sets will be delivered to COR on a mutually agreed-upon schedule. V.C.6 Responsive Design The contractor shall collect electronic Para data (i.e. data on the data collection process) as part of the screening. The contractor shall incorporate the electronically captured Para data into the data collection system that allow COR to monitor the screening and recruitment processes and make adjustments to screening and recruitment on a daily basis. Electronic Para data will be updated daily. The contractor shall deliver the Para data files to COR for each PSU within four weeks of the PSU close. V.C.7 Related Statistical Issues Upon request, the contractor shall perform statistical analysis as directed by the NHANES Project Officer, on any NHANES survey related requirements not described above. This is typically 1 - 2 large projects (40 - 80 hours per project) and 2-3 small projects (4 - 20 hours per project) each year. The output from a large project is typically a report and the output from a small project is typically a memo. Examples of large projects might include analysis of non-response bias or specialized weights not described above. Examples of small projects might include analysis of neighbor information. V.C.8 Documentation The contractor shall draft a report suitable for publication in the National Health Statistics Reports Series describing the 2015 - 2018 and 2019 - 2022 sample designs and estimation procedures. The contractor shall also draft a report suitable for publication in the National Health Statistics Reports Series describing the weights and variance estimation procedures. Statistics References Information on the 1999-2006 NHANES sample designs may be found in Vital and Health Statistics, Series 2, Number 155. http://www.cdc.gov/nchs/data/series/sr_02/sr02_155.pdf. A Note on the 2007-2010 Sampling Methodology provides information on those designs. http://www.cdc.gov/nchs/nhanes/nhanes2007-2008/sampling_0708.htm Documentation regarding the 2011 - 2014 sampling design and estimation procedures will be distributed to bidder's upon request and/or provided at a pre-proposal conference. V.D. Data Collection Data collection work packages involve activities which require expertise in staffing, training, survey participant recruitment, health and medical data collection, managing, and reporting on data collection activities. V.D.1 Transition Contractor shall accept existing data collection products related to NHANES data collection (e.g. data collection protocols, existing training materials, outreach materials, etc.) and make recommendations regarding their utility with regards to the 2015 - 2018 NHANES data collection period. V.D.2 Staffing Contractor shall recruit, hire, train, and supervise staff involved in NHANES data collection. Data collection staff must meet or exceed the NHANES position description requirements prior to being assigned to the data collection function. Contractor shall make recommendations to DHNES regarding requirements for specific job functions (e.g. credentials, degrees, Spanish fluency, relevant experience, etc.). Contractor shall make recommendations to COR regarding training objectives. The contractor shall produce training materials and present them to the COR two months in advance of the classroom presentation. Contractor shall train staff using the approved training materials. Contractor shall coordinate and conduct mid-year refresher training and extensive annual survey training. NHANES staff will participate in and/or observe training for quality assurance and expertise. USDA staff will participate in and/or observe training specific for the dietary interview. Contractor shall comply with CDC, NCHS, and DHNES badge and security requirements. Contractor shall release staff as appropriate. See Section H. In a single year, data will be collected in 15 PSUs on roughly 5,000 survey participants with roughly 350 - 500 survey participants per PSU. Transit and operations of the Mobile Examination Centers (MECs) is described in the Physical Operations section. Staff positions currently include field household interviewers (see Interviewer job description), field interviewer supervisory and support staff (see Field Director and/or Field Manager), health technicians, dietitians, dentist, medical technicians, physicians, radiologic technicians (see Medical Technologist), and other positions to be defined pending NHANES survey content requirements. Positions also include call center personnel for any follow-up components or surveys, and other data collection staff as required (e.g. post-MEC exams such as tuberculosis testing or home exams). Data collection comprises household listing, a set of household questionnaires, an exam at the MEC, and NHANES survey data collection activities post-MEC exam or longer term. For the 2013 - 2014 data collection cycle, the following components are collected at the MEC or afterwards: http://www.cdc.gov/nchs/nhanes/testcomp.htm. Contractor shall supply adequate staff to conduct these activities for any data collection cycle. V.D.3 Case Management As part of NHANES data collection, contractor shall manage case assignment of household addresses on the sample frame using an electronic case management system. All case data must be remotely available to the COR on a daily basis. When field interviewers find address errors or inconsistencies in the sample frame, field staff shall record the data in the case management system and inform the statisticians, who are responsible for adjusting the sample frame and weights. Contractor shall manage cases, including refusal conversion, until cases are finalized. Cases will be re-assigned among field interviewers as needed to accomplish survey recruitment requirements. Case management system will include, at a minimum, data on household cases, contact attempts and outcomes, survey participant contact information, and appointment-making capability for household interview and MEC exam. V.D.4 Community Engagement Contractor shall arrange and, along with DHNES staff, attend a meeting with local public health officials of each of the PSUs selected for NHANES - typically four to six months before data collection in the PSU. Contractor shall assist DHNES in the receipt of endorsement letters from local health officials (e.g. the Health Director and Area Agency on Aging). Contractor may also arrange and participate in interviews with newspapers and radio and TV, and invite media to the Mobile Examination Center as directed. Contractor shall develop strategies for NHANES screening and recruitment activity in buildings where access is restricted (e.g. gated communities) as directed. Contractor shall assist DHNES in identification of county health-related resources in a PSU, including medical, dental, child abuse, mental health, and STD/HIV clinics. Contractor shall engage in other community outreach, e.g. local universities, as directed. V.D.5 Screen and Recruit Survey Participants Contractor shall perform electronic screening of households in the DHNES approved sample frame to list household members and use a statistical algorithm to determine eligibility for participation in the NHANES survey. Screening may be performed through any or all channels, e.g. internet, mail, call center, or physical address, provided that it meets the screening response rate required to meet the DHNES-approved statistical and confidentiality requirements. This activity results in a list of individuals eligible to participate in the NHANES survey. This list shall be recorded and maintained on the case management system. From this list of eligible participants, contractor shall recruit individuals to participate in the NHANES survey. This includes scheduling appointments for the household interview and the exam at the Mobile Examination Center, and using approved materials and approved refusal conversion methods. Remuneration is likely to be provided for participation in the NHANES survey, and if so, the contractor shall manage and account for remuneration to survey participants. The status of all recruiting efforts shall be recorded in the survey management systems available to the COR on a daily basis. This activity results in a confidential list of willing survey participants. This list shall be recorded and maintained on the case management system. V.D.6 Perform Data Collection Using the confidential list of willing survey participants, contractor shall perform NHANES data collection. This includes: 1) a set of interviews in the home; 2) exams and interviews at the Mobile Examination Center (MEC); and 3) post-MEC exams, such as a phone interview within approximately one week of the MEC exam, or a tuberculosis test reading. For the 2013 - 2014 data collection cycle, the following components are collected at the MEC or afterwards: http://www.cdc.gov/nchs/nhanes/testcomp.htm. All data collected will be captured electronically following DHNES approved data collection protocols. Data will be available to COR on a daily basis. Contractor shall print labels for the specimen containers and aliquot samples into the specimen containers in accordance with DHNES approved protocols. Contractor shall use the government furnished equipment in the MEC to perform blood and urine analysis. Contractor shall store specimens under DHNES proscribed temperatures and protocol, and contractor shall ship specimens to government-contracted or CDC laboratories as required. Contractor shall also perform follow-up data collection, i.e. data collected after the MEC exam. This may include Dietary Interview phone follow-up, physical activity monitor receipt, tuberculosis test, 24-hour urine or home urine collection, or other test, as approved. Contractor shall also electronically code all reported foods and beverages from the dietary interviews. Contactor shall also electronically record Para data, i.e. data on the survey data collection process. Variables shall include, but are not limited to: case ID, GPS location, date, time, staff identification, and results on screening and household interview appointments, refusal codes, MEC exam appointments, and exam components specific information such as start time and stop time of component data collection. Information on household members such as race/ethnicity, age, and sex shall also be captured as part of the Para data where possible. All Para data will be electronically available to the COR on a daily basis. Contractor shall propose QA/QC plan regarding data collection and post-collection data coding where needed, e.g. the Dietary Interview component. Government shall furnish printed materials, the Mobile Examination Centers, biomedical and other data collection equipment, and lab analysis equipment. This physical equipment is detailed in the Physical Operations section. V.D.7 Reporting Contractor shall use tracking systems to record all data collected. The systems shall produce reports showing progress on screening, field interviewing, Mobile Examination Center sessions, post-exam component activities, Report of Findings (i.e. results sent to survey participants), Para data, staff performance, cost (staff, hours, travel, training, PSU level summaries, etc. - these may be restricted access as approved), end-of-PSU reports, and adverse events. Reports related to data collection activity shall be available on a daily basis. V.D.8 Perform Special Data Collections From time to time, the contractor shall also perform pre-tests, pilot tests, methodology studies, feasibility studies, home exam medical data collection (e.g. height, weight, blood pressure, etc.), community studies, longitudinal studies, linkage studies, genetic studies, and special studies as directed. These will be ordered separately. Contractor shall provide cost estimates as directed. The contract ceiling may or may not be modified depending on the nature of the work and its size, complexity, and funding source. The contract will be modified and its ceiling increased for special data collections that are large-scale and/or require separate tracking for financial accounting purposes. V.E. Physical Operations Physical operations work packages involve activities which require expertise in survey field operations and logistics in field data collection, and in management and operation of mobile data collection facilities on a national level. V.E.1 Transition Contractor shall receive the Mobile Examination Centers (MECs) and upon inspection, recommend a maintenance plan. Contractor shall receive the government-owned biomedical and other equipment and recommend a maintenance and calibration plan. Contractor shall receive and inventory existing materials and supplies. Contractor shall receive and take inventory of all other government owned material from the NHANES 2013 - 2014 data collection cycle. Contractor shall make recommendations, if any, about use and maintenance of materials received. Contractor shall consult with DHNES to identify staff training requirements (e.g. CPR, any required lab certifications) and train staff as required. V.E.2 Create PSU Schedule Contractor shall create a schedule for the beginning and end dates of each PSU. This schedule shall be designed in accordance with the statistical requirements of each PSU and for the operational requirements (e.g. travel time between PSUs). Included in the schedule will be arrival and departure dates for field staff and arrival and departure dates for the Mobile Examination Centers (MECs). V.E.3 Identify Site Locations at PSU Contractor shall identify sites in a PSU for location of the Mobile Examination Centers (MECs). Of these sites, contractor shall, in consultation with DHNES, select the site that seems most likely to have the highest response rate, all else being equal. Contractor shall arrange for moving of MECs to selected site in each PSU. Contractor shall also arrange for lodging sites of the field staff. If necessary, contractor shall also arrange for field office sites (e.g. field office space or medical office space). V.E.4 Arrange for Services and Perform MEC Set-up at PSU Contractor shall contract for all services necessary to conduct operations in each PSU. These may include, and are not limited to, installation of phone service, installation of any IT telecommunications lines used for data transfer from the MEC, setting up of local bank accounts, furniture rental, shipping / courier services, procurement of dry ice, procurement of cleaning services using non-volatile organic compounds for cleaning, trash and bio-medical waste removal from Mobile Examination Center (MEC), etc. Contractor shall ensure that plumbing, sewer, and electric hook-ups are set up at each MEC prior to data collection. Contractor shall arrange for electronic security at the MEC, and where needed, physical security as well. Contractor shall set-up MEC such that the MEC supports NHANES data collection in accordance with the PSU schedule. On specified days, contractor shall perform a "dry-run" test, i.e. a MEC exam on several volunteers, prior to actual data collection at each PSU. V.E.5 Warehouse and Inventory of Materials Contractor shall manage consumable supplies necessary for the operation of the survey. Examples include outreach brochures, urine collection cups, etc. If requested by DHNES, contractor shall perform inventory of government-owned equipment in accordance with CDC inventory guidelines. Contractor shall ensure that field operations in a PSU have the necessary supplies at all times. V.E.6 Mobile Examination Center (MEC) Maintenance and Repair Contractor shall perform or arrange to have performed basic maintenance and repairs to the MEC, e.g. painting or new carpet installations. Contractor shall, in consultation with the government, ensure that MECs are pleasant and safe environment for survey participants. This includes, but is not limited to, annual maintenance, HVAC unit, painting touch-up, etc. Contractor shall also have the capability to perform maintenance and calibration on the biomedical equipment, including the CLIA-certified biohood, on a schedule approved by DHNES. Contractor shall also monitor the temperature of the freezers and refrigerators to ensure that the temperatures are within established range. Contractor shall either maintain or arrange the maintenance appointments of equipment in the MEC. Maintenance and repair of the MECs shall include, but is not limited to, ensuring that: chassis and wheel bearings are properly lubricated; mountings and bolts are tight and in good condition; frame does not have cracks; axles and tire mountings are in proper condition; tire tread depth is acceptable; reduction gears on jacks operate properly; rear springs and brackets are in good condition; brakes are working; exterior and interior lights work; plumbing and water heater do not leak; roof, exterior, and compartment panel covers are checked for cracks, punctures, and rust; air conditioners and drain lines are inspected; passageways are checked for ease of movement and condition of passageway curtains at junction with semi-trailer body; wheelchair lift is operable; and all connections function as required. V.E.7 MEC Reconfiguration, Refurbishment, and Design When NHANES survey components change, contractor shall recommend changes to the design of room(s) in the MEC to accommodate new NHANES survey components as appropriate. Contractor shall, in consultation with DHNES, perform or arrange to have performed modifications to the rooms. Contractor shall complete modifications on a schedule that allows for no loss of data collection (e.g. during session down-times, during survey breaks, etc.). Contractor shall, in consultation with COR, either perform or arrange to have performed refurbishments of existing MECs. Upon request, contractor shall, in consultation with COR, either perform or arrange to have performed the design and build of new MECs. Example for purpose of providing a proposal in response to this this solicitation is to modify furniture for effective placement of data collection equipment. V.E.8 Other Physical Operations as Required Contractor shall, upon the request of COR, perform other physical operations as required. Examples include work on DHNES vehicles other than the MEC required for special studies (e.g. van, additional trailer, etc.). V.F. Information Technology Description Information technology work packages involve activities which require expertise in project transition, software, hardware, maintenance, upgrades, database design, documentation, support of remote staff, data collection IT infrastructure, data manipulation, data transmission, and storage. V.F.1 Transition Contractor shall inventory, categorize, and document all existing information technology software, hardware, and services in use by the current NHANES data collection contractor for the NHANES 2013 - 2014 data collection cycle. The information must be inclusive of both purchased and leased items. The information will be compiled and enumerated into a detailed report for presentation and review by the COR. NCHS will provide access. Contractor shall develop a detailed transition implementation plan to maintain and support the information technology services for the NHANES 2015 - 2016 data collection cycle. The plan will include technical approach for support, integration, maintenance, and any new development, cost, schedule and risk across all operational parts of the NHANES data collection. A separate test plan will be prepared for a pilot test to demonstrate the successful conclusion of the transition. The transition and test plans will be compiled and presented for approval to the Project Officer. Contractor shall prepare an information technology plan for the life of the contract. The plan will take into account the necessity of maintaining ongoing data collection operations and two-year collection cycles. This will include a set of reports featuring the status of all operational activities. The plan will include strategy for leasing, acquisition, architecture, integration, maintenance, software and systems upgrades, new development, support, federal IT security, and staff. V.F.2 Receive and Acquire Approved Transition Plan IT Infrastructure Based on the approved transition plan, the contractor will receive (GFP) and acquire (CAP) all hardware, software and services, upon approval of the CO, that is necessary to maintain, support, and perform the proposed information technology services for the NHANES 2015 - 2016 data collection cycle and beyond. V.F.3 Development of Survey Information Technology Architecture (SITA) Based on the approved information technology plan, the contractor shall design, develop, and maintain a system that supports fully automated and integrated data collection for all phases of NHANES. The system shall provide the NCHS NHANES program with access to all NHANES data collected including sample person, laboratory, administrative, financial, and other types of data. The connectedness of NHANES requires that data be accessible at multiple sites; to all survey personnel. The systems and software applications shall support all phases of the survey including: 1) survey planning and design, 2) data collection, 3) Para data, 4) electronic consent, 5) data receipt, control and quality assurance, 6) laboratory results, 7) communication of examination findings to survey respondents, 8) data review, editing and analysis, 9) generation and documentation of public use data products, 10) tracking of survey respondents, 11) Post-MEC follow up, and 12) generation of status reports on all aspects of the survey. The contractor shall insure that development is performed using current industry standards for project management methods, development processes, and documentation practices, track cost and schedule, assure quality, manage communication, and mitigate project risks. The effort shall be standardized, integrated into the entire project lifecycle, and documented. Version control, software/system configuration management, and testing tools and processes shall be used. The contractor shall use appropriate techniques for collection and documentation of requirements and system specifications, reviews of past NHANES procedures, and site visits to contract and collaborative laboratories and data reviewing organizations. Data collection on dietary interview data requires use of the US Department of Agriculture's (USDA) Automated Multiple-Pass Method (AMPM) software system. The contractor shall integrate the NHANES SITA with the USDA AMPM software system. Typically prior to each two-year data collection cycle, but sometimes on a more irregular basis, the contractor shall perform updates to the USDA AMPM system as defined by the USDA. AMPM and all updates are property of USDA. The contractor shall integrate the NHANES SITA with other biomedical equipment. Examples may include Coulter Counter, Dual Energy X-ray Absorptiometry, scales, etc. V.F.4 Support and Maintain SITA for All NHANES Operational Locations V.F.4.a Overview: On a full-time basis the contractor shall provide, install, maintain, upgrade, and support at all operational locations, database servers, database management systems, telecommunications equipment, network equipment, and related hardware and software needed to monitor, manage and support all activities of the NHANES data collection including survey cost accounting and tracking. The contractor shall support collection of electronic consent and Para data, quality assurance and control, and development environments at NCHS/DHNES. This includes managing and administering servers and databases to support access, and review, processing, and dissemination of the survey data by NCHS home office staff. Contractor shall integrate new content into NHANES survey, typically every two years for new data collection cycles, but sometimes on a more irregular basis. Contractor shall manage change requests for IT implementation of content changes. V.F.4.b Development of Survey Information Technology Architecture (SITA): Operational units of the NHANES SITA may include: 1. Contractor home office; 2. NCHS/DHNES; 3. NHANES field offices; 4. NHANES field personnel; 5. NHANES Mobile Examination Centers (MECs); 6. Collaborating laboratories and data reviewers. These entities need to communicate and move data between themselves in real or near-real time while maintaining appropriate levels of security, availability, and integrity. Field interviewers collect screening and interview data at participant's households or other locations, and subsequently participants are examined in the MEC. It is essential that data and information collected during the screening, interviewing and MEC examination be captured in a centralized database system allowing the easiest and fastest transfer of data between all operational locations. Certain datasets and specimens requiring laboratory processing shall be sent to remote facilities and/or laboratories, and the resulting data will be delivered back to the contractor for incorporation into the centralized database at the contractor and NCHS sites. V.F.4.b.1 IT Support for Contractor Home Office Facilities: At the contractor's home office the contractor shall maintain, support, and upgrade as directed all computing equipment and related hardware and software needed to support all NHANES data collection activities on the SITA, including survey cost accounting and tracking. The contractor shall implement a data factory as part of SITA that will receive all collected data into a source collection database. Contractor shall include functionality to review data to insure they have been correctly collected and coded and anomalous data are identified. The data factory shall replicate all collection, administrative, business, and other NHANES-related data to an NCHS/DHNES analytic database that allows for review, editing, and dataset production at the NCHS/DHNES facility, using analytic tools such as SAS. All data shall be available in the analytic database within one week after collection. V.F.4.b.2 IT Support for NCHS/DHNES Facilities: The NCHS/DHNES home office shall be a full database backup to the contractor's home office NHANES computer operation. At the NCHS/DHNES facilities and on a full-time basis, the contractor shall maintain, support, and upgrade as directed all database servers, network and telecommunications equipment, and related hardware and software needed to support all NCHS activities on the SITA. NCHS/DHNES shall provide a secure space to house equipment, with appropriate environmental controls and all necessary connection ports for the CDC/NCHS LAN/WAN. The contractor shall provide in coordination with the NCHS NHANES program and appropriate building management authorities a secure, dedicated communication line between the NCHS/DHNES headquarters and the contractor home office. Implementation of the SITA will require connection of an external LAN to the CDC WAN. Contractor will coordinate with the NCHS NHANES and CDC Information Technology Services Office (ITSO) during development to assure that all technical and security requirements are included. Within 30 days after the award of the contract, external LAN connection requirements shall be finalized with the NCHS NHANES program and ITSO to include any minor modifications. Bandwidth requirements will be determined by functional needs to meet contract obligations or program needs. The contractor shall provide, maintain, support, and upgrade as directed to NCHS/DHNES a database system that can be used by NCHS/DHNES staff for data editing, analysis, and quality assurance and control. The database shall contain all data in their original collected format (the collection model) plus an analytic model that is a flattened and de-normalized database containing all the data in the collection model. V.F.4.b.3 IT Support for NHANES Field Offices: There must be a data transfer capability between any field offices and their associated MEC since they must share data; similarly, any field office must be able to share data with the contractor home office at any given time. All data, including notes and case management data shall be transferred to the centralized database at the contractor home office. V.F.4.b.4 IT Support for NHANES Field Personnel: The contractor shall provide all hardware, software, and human resources necessary to support field personnel conducting listing, screening, and household interviewing operations, including household physical examinations. The contractor shall provide all hardware, software, and human resources necessary to support the following activities and functions: - Case management of all aspects of screening, household interviewing, and any home examination activities. Collected data shall include all attempts at screening and the time, day, date, interviewer, and the contact result for each attempt, and any reasons for non-response; - Entry, modification, tracking, and reporting of survey respondent examination appointments; - Interface to portable computers used for household data collection to enable the transfer of data and computer applications between the field management systems and field staff's portable computers. Data shall include screening data, interview data, home examination data, or other types of data as necessary to support NHANES data collection operations. All data, including notes and case management data shall be transferred to the centralized database at the contractor home office. The contractor shall protect all personal identifiers by using FIPS 140-2-compliant data encryption on any portable computer device. Contractor shall develop a comprehensive set of security procedures to address potential security risks such as loss or theft of portable computers, and ensure that all field staff are retrained annually in these procedures. All household interviewing software must be deployed in a computer assisted personal interviewing (CAPI) environment. The software shall support the following features and capabilities: - Multiple language questionnaire versions and tracking of language used to administer each question. - Context-sensitive help screens accessible to the interviewer without exiting the interview software or protocol. - Look-up tables or lists for textual fields, on an ongoing basis, to support things like prescription medicines, foods, or dietary supplements. - Cross reference to related questions to remind respondents and interviewers of previous answers. V.F.4.b.5 IT Support for NHANES Mobile Examination Centers (MECs): Each MEC must be connected to any associated field office and to the contractor home office at all times by an encrypted telecommunication link (such as VPN-over-internet, T1, ISDN, or suitable equivalent) to ensure that data are moved from the field to NCHS/DHNES and the contractor. The data movement shall occur in real or near real-time; that is, as soon as the data are collected in the MEC, they are immediately to be transferred to the contractor home office. The SITA shall support temporary queuing of data at the MEC and/or field office in the event of temporary loss of communication with the contractor or NCHS home office, so that no loss of collected data will occur as a result of such events. The contractor shall provide all hardware, software, and human resources necessary to support MEC data processing systems, which shall support the following activities and functions: - Confirmation of identification and appointment time upon arrival of the examinee at the MEC and adjudication of age, gender, or other apparent identification discrepancies. - Automated assignment of the appropriate examination protocol for each examinee based on the age, gender, and other protocol-specific inclusion criteria, and tracking of the examinee's participation in each appropriate examination component. - Interfaces to biomedical equipment to provide direct transmittal of data collected to the database, including interfaces to unique or proprietary applications NCHS/DHANES may be required to use for the collection of data for some examination components. - Origination and tracking of secured shipments or transmittals of survey specimens, media, or data to contract and collaborative testing and reviewing organizations. - Consistency checks for the MEC data as collected. The review process should be of sufficient detail to detect rejected and out-of-range values so the MEC staff can take corrective action immediately. V.F.4.b.6 IT Support for NHANES Collaborating Laboratories and Data Reviewers: NHANES collects numerous examination data that cannot be evaluated or tested in the field. In many cases, bodily fluid specimens and other examination protocol measurements or artifacts must be tested or evaluated at a network of contract and collaborative laboratories and data reviewing organizations. The contractor shall provide for the secure shipping and tracking of such specimens to laboratory or other reviewing organizations, and shall provide the ability to electronically transfer test results, findings, quality assurance and quality control data, and other information from these organizations to NCHS and the contractor home office. The contractor shall provide necessary support to ensure that these organizations deliver NHANES results and findings data in a format readily, easily, and consistently integrated with SITA. Laboratory support systems shall include functionalities for verifying reference or normal ranges, identifying reportable life threatening or panic values or values that are inconsistent with life, and shall implement consistency checks for editing of the data. Laboratory or grader data shall be available in the NCHS database within one week after delivery of specimens or data to be graded. V.F.5 Information System Security The contractor shall prepare an Information System Security Plan (ISSP) using the current template in Appendix A of NIST SP 800-18, Guide to Developing Security Plans for Federal Information Systems, available at: http://csrc.nist.gov/publications/nistpubs/800-18-Rev1/sp800-18-Rev1-final.pdf The details contained in the offeror's draft ISSP must be commensurate with the size and complexity of the requirements of this statement of work with a system categorization of moderate based on public health monitoring. The plan must address any proposed subcontractor that will perform under the NHANES program. The contractor shall allocate staff and budget for maintaining computer and data security on the contract, and for completing the necessary documents to obtain and maintain Certification and Accreditation. The contractor is required to update and resubmit its ISSP to NCHS every three years following award or when a major modification has been made to the NHANES systems. V.F.6 Transfer of Knowledge The contractor shall maintain and regularly update the capability of transferring all survey knowledge to a new contractor. If a different contractor is awarded the contract to collect data for the next NHANES, the contractor shall transfer the knowledge gained from working on this contract to the new contractor V.F.7 Other Information Technology Services as Required Contractor shall, upon the request of COR, perform other information technology services as required. This is typically 1 - 2 large projects (2 - 4 months per project) and 4 - 6 small projects (1 month per project) each year. Examples of large projects include IT support for special data collection projects. Examples of small projects include software designs for new components in the MEC. V.G. Special Considerations a. Estimated Level of Effort and Minimum Qualifications From previous CDC contractual history, the attached chart (Attachment J1) lists fifty one (51) suggested skill labor categories that are likely to be utilized in the performance of this requirement. The attached chart is illustrative and is only an example. Different labor categories are possible and there will be varying numbers of personnel in those labor categories, and those numbers may be different at different points of contract performance. The following table illustrates one way of indicating available work hours expressed as skill labor categories and number of available hours per annual period of performance: This table is not a mandatory requirement and is only an Example. The Skill Categories shown below are examples only. As mentioned above, a listing of all suggested skill categories is provided as an attachment to this solicitation. Estimate of Position Descriptions and Support Hours: (See attachment for suggested skill categories for this requirement.) Position Description Support hours per Annual Period Clinic Manager 2,000 hours x 1 position = 2,000 hours Behavioral Scientist 2,000 hours x 1 position = 2,000 hours Total Hours per year 4,000 hours Note: The anticipated performance period of each year encompasses 2,080 hours - 80 hours Federal Government Holidays = 2,000 actual work hours per year. Number of actual work hours available per annum for a full time position may vary based on a specific vendors leave policy. Number of hours needed in a specific labor category will vary in accordance with numerous factors, including proposed technical approach and staffing plan. This is only an example and is not intended to be the only possible solution to the requirement. b. Minimum Qualifications for Personnel - Personnel, at all levels, assigned to or utilized by the contractor in the performance of this contract shall be well-qualified to perform in their positions, and shall have appropriate qualifications and knowledge to perform the required services. Contractor personnel supporting this Contract must, at a minimum, have the skills/experience/qualifications described in the NHANES Suggested Position Descriptions (pages 106-116) attached at Section J. of this contract. V.H SPECIAL PROJECT For purposes of submission of a proposal for this Special Study, use the county of Pimas, AZ as the place where the NHANES Mobile Examination Center is located. Also For purposes of submission of a proposal for this Special Study, use the counties Somerset, NJ and Decatur, IN for the pilot tests to be performed as part of the DHANES set-up. In a special study to be conducted pending availability of funding, the Division of Health and Nutrition Examination Surveys (DHANES) will assess the health and nutrition status on 1,200 children ages 0-24 months, annually, for a forty two month data collection period (1 yr. set-up; 2 yrs. operation; and 6 month closeout). The protocol will include a health interview, 24-hour dietary recall, anthropometric measures, and maternal breast milk collection. The special study will be conducted in a separate trailer co-located with the NHANES Mobile Examination Centers. DHANES will require that the contractor develop a sampling scheme and collect data with the following stratifications: a) 0-6 months (n=400), b) 6-12 months (n=400), and c) 1-2 years (n=400). A pilot test would be conducted at two PSUs. The contractor will perform IT and Physical Operations work similar to that outlined as part of the DHANES Statement of Work. V.I Meetings/Conferences For the purpose of submission of a proposal for this Line Item 137 in the Solicitation, use Hyattsville, MD. as the place where the meeting/conference will be held at a Government facility. (This is not an actual meeting and is for award purposes only.) The Contractor will assume 6 persons to attend the meeting. The vendor will process all travel and hotel sleeping rooms for the participants. The contractor will be reimbursed in accordance with the Federal Travel Regulations. See G.16. All meetings and conferences must be approved in advance. In the event this Optional Line Item is exercised and an actual meeting/conference is to be scheduled, the time, place, period of performance, and agenda will be provided and a proposal requested from the vendor. Section D - Packaging And Marking There are not clauses/provisions in this Section. Section E - Inspection and Acceptance E.1 Inspection and Acceptance (Jul 1999) Inspection and acceptance of the articles, services, and documentation called for herein shall be accomplished by the Contracting Officer, or his duly authorized representative (who for the purposes of this contract shall be the COR) at the destination of the articles, services or documentation. (End of Clause) Section F - Deliveries Or Performance SCHEDULE OF DELIVERABLE ITEMS FOR NHANES A. The Period of Performance for the resulting contract is anticipated to be for approximately ten(10) years from Date of Award. The data collection process is contemplated to be for a period of eight (8) years. The transitions are to be completed in fourteen (14) months and the closeout is anticipated to be eight (eight) months, a total of 10 years. B. (See Section C of the Performance Work Statement) Deliverable Description Due Date 1 V.B.1 Project Management Plan Within 30 days of award 2 V.B.2 Transition Plan Within 60 days of award 3 V.B.3 Kick-off Meeting Within two weeks of award 4 V.B.4 Performance Management Meetings Weekly 5 V.B.5 Monthly Project Management Status Reports Monthly 6 V.B.6 Annual & Final Reports Annually and at close of contract 7 V.B.7 Facilities Ongoing 8 V.B.8 Collaboration with CDC and Other Contractors Ongoing 9 V.C.1 Statistics Transition Prior to start of data collection 10 V.C.2. Sample Design: 11 V.C.2.a Statistical Design March 2014 12 V.C.2.b Documentation December 2015 13 V.C.2.c PSU, segment, and address selection Six months prior to data collection for each PSU 14 V.C.3. Weighting Within four months of each one-year and two-year data collection cycles 15 V.C.4. Variance Estimates Within four months of each one-year and two-year data collection cycles 16 V.C.5. Data File Review and Release Within four months of each one-year and two-year data collection cycles 17 V.C.6. Responsive Design 1) Daily updates 2) PSU Para data datasets within four weeks of PSU close 18 V.C.7. Related Statistical Issues TBD 19 V.C.8. Documentation TBD 20 V.D.1. Data Collection Transition Prior to start of data collection 21 V.D.2. Staffing Prior to start of data collection 22 V.D.3. Case Management Concurrent with data collection 23 V.D.4. Community Engagement Concurrent with data collection 24 V.D.5. Screen and Recruit Survey Participants Concurrent with data collection 25 V.D.6. Perform Data Collection Concurrent with data collection 26 V.D.7. Reporting Concurrent with data collection 27 V.D.8. Perform Special Data Collections TBD 28 V.E.1. Physical Operations Transition Prior to start of data collection 29 V.E.2. Create PSU schedule Annually, four months prior to data collection for the upcoming calendar year 30 V.E.3. Identify site locations at PSU Within two to three months prior to data collection within the PSU 31 V.E.4. MEC Set-up Three weeks prior to data collection within a PSU, with dry run day typically one day before NHANES exams 32 V.E.5. Warehouse and Inventory Ongoing, with annual inventory 33 V.E.6. MEC Maintenance Ongoing 34 V.E.7. MEC Repair As requested by DHNES 35 V.E.8. Other Physical Operations As requested by DHNES 36 V.F.1. IT Transition 37 V.F.1.a IT Inventory 30 days 38 V.F.1.b IT Implementation Transition Plan 60 days 39 V.F.1.c Test Plan 60 days 40 V.F.1.d Technology Plan 90 days, annually 41 V.F.2. Receive and Acquire Approved IT Infrastructure Prior to start of data collection 42 V.F.3. Development of Survey Information Technology Architecture (SITA) Prior to start of data collection 43 V.F.4. Support and Maintain SITA for All NHANES Operational Locations Ongoing 44 V.F.5. Information System Security 90 days 45 V.F.6. Transfer of Knowledge Monthly report / end of contract 46 V.F.7. Other IT Services As requested by DHNES Section G - Contract Administration Data G.1 CONTRACT REPRESENTATIVES Contract Support (if contractor employee) responsible for this contract: Nina Waters Centers for Disease Control and Prevention (CDC) Procurement and Grants Office (PGO) 2920 Brandywine Rd., K-69 Atlanta, GA 30341-5539 Telephone Number: 770-488-2933 Contracting Officer (CO) responsible for this contract: Natasha Y. Rowland Centers for Disease Control and Prevention (CDC) Procurement and Grants Office (PGO) 2920 Brandywine Rd., K-69 Atlanta, GA 30341-5539 Telephone Number: 770-488-2601 Contracting Officer‘s Representative (COR): George Zipf Centers for Disease Control and Prevention (CDC) National Center for Health Statistics (NCHS) Division of Health and Nutrition Examination Surveys 3311 Toledo Road, Bldg. IV, Rm 4313 Hyattsville, MD 20782 Telephone Number: 301-458-4289 (End of Clause) G.2 Contracting Officer (Jul 1999) (a) The Contracting Officer is the only individual who can legally commit the Government to the expenditure of public funds. No person other than the Contracting Officer can make any changes to the terms, conditions, general provisions, or other stipulations of this contract. (b) No information, other than that which may be contained in an authorized modification to this contract, duly issued by the Contracting Officer, which may be received from any person employed by the United States Government, or otherwise, shall be considered grounds for deviation from any stipulation of this contract. (End of Clause) G.3 Contracting Officer's Representative (COR) (Sep 2009) Performance of the work hereunder shall be subject to the technical directions of the designated COR for this contract. As used herein, technical directions are directions to the Contractor which fill in details, suggests possible lines of inquiry, or otherwise completes the general scope of work set forth herein. These technical directions must be within the general scope of work, and may not alter the scope of work or cause changes of such a nature as to justify an adjustment in the stated contract price/cost, or any stated limitation thereof. In the event that the Contractor feels that full implementation of any of these directions may exceed the scope of the contract, he or she shall notify the originator of the technical direction and the Contracting Officer in a letter separate of any required report(s) within two (2) weeks of the date of receipt of the technical direction and no action shall be taken pursuant to the direction. If the Contractor fails to provide the required notification within the said two (2) week period that any technical direction exceeds the scope of the contract, then it shall be deemed for purposes of this contract that the technical direction was within the scope. No technical direction, nor its fulfillment, shall alter or abrogate the rights and obligations fixed in this contract. The Government COR is not authorized to change any of the terms and conditions of this contract. Changes shall be made only by the Contracting Officer by properly written modification(s) to the contract. The Government will provide the Contractor with a copy of the delegation memorandum for the COR. Any changes in COR delegation will be made by the Contracting Officer in writing with a copy being furnished to the Contractor. (End of Clause) G.4 Contract Communications/Correspondence (Jul 1999) The Contractor shall identify all correspondence, reports, and other data pertinent to this contract by imprinting thereon the contract number from Page 1 of the contract. (End of Clause) G.5 Electronic Subcontracting Reporting System (eSRS) (Dec 2005) The contractor shall register with the Electronic Subcontracts Reporting System (eSRS) for the submission of its Individual Subcontract Report (SF 294) and the Annual Summary Reports (SF 295). Before registering in eSRS, the contractor information must be correct in Central Contractor Registration database. The eSRS is a world wide web-based application available at: http://www.esrs.gov. The eSRS website provides training and instruction for data submission. (End of Clause) G.6 Government Furnished Property NCHS/DHNES will provide the survey requirements as necessary for NHANES data collection. All other materials will be provided by the contractor. NCHS/DHNES will provide consents and data collection protocols, training materials from earlier NHANES data collection cycles, and outreach materials. All other materials will be provided by the contractor. NCHS/DHNES will supply the Mobile Examination Centers (MECs) and all necessary biomedical equipment (e.g. coulter counter, freezers, refrigerators, centrifuge, bio-hood, etc.). Government will also provide maintenance agreements for specialized biomedical equipment, e.g. coulter counters or DXA scanners. For special studies, DHNES will provide trailers and/or van to conduct study in as required by the special study. All other materials will be procured by the contractor. NCHS/DHNES will provide the equipment, software, manuals, designs, and instrument specifications developed for NHANES by DHNES as well as the materials and knowledge from the current contractor. All other materials will be procured or leased by the new contractor for approval by the CO. NCHS/DHNES will provide the US Department of Agriculture Automated Multiple-Pass Method and Survey Net software for the dietary interview component of the NHANES survey. All materials or equipment procured by the Government or the Contractor for the performance of this contract that are not disposable must be barcoded by the appropriate CDC Property Office. G.7 Billing Instructions for Negotiated Cost-Type Contracts (Mar 2006) Introduction Reimbursement procedures related to negotiated cost-type contracts require that Contractors submit to the Government adequately prepared claims. The instructions that follow are provided for Contractors' use in the preparation and submission of invoices or vouchers requesting reimbursement for work performed. The preparation of invoices or vouchers as outlined below will aid in the review and approval of claims and enable prompt payment to the Contractor. Forms to Be Used In requesting reimbursement, Contractors may use the regular Government voucher form Standard Form 1035, "Continuation Sheet," or the Contractor's own invoice form. If the Contractor desires to use the Government's standard forms, a request for the forms should be submitted to the Contracting Officer. If the Contractor uses his own invoice, the billing must conform to the instructions set forth herein. REMINDER: The original and each copy should be easily identifiable. Invoices should be collated. Failure to submit invoices in the proper format may delay your payment. 1. Preparation of Invoices a. Details of Costs Claimed A detailed breakdownon Standard Form 1035 must be provided to substantiate the categories shown on the summary of costs. The following describes some of the categories that might appear on your billings: (1) Direct Labor Direct Labor costs consist of salaries and wages paid for scientific, technical, and other work performed directly for the contract and pursuant to the contract terms. Labor costs, excluding fringe benefits and overtime premium pay, will be billed as follows: List the titles and amounts for employees whose salaries or wages, or portions thereof, were charged to the contract; show the rate (or hours) worked, and amount for each individual. The cost of direct labor, which is charged directly to the contract, must be supported by time records maintained in the contractor's office. (2) Fringe Benefits If it is the Contractor's established practice to treat fringe benefits as a direct cost, such costs should be billed separately as a single item. NOTE: Fringe benefits, bonuses, etc., are usually treated as indirect costs for inclusion in the overhead pool; however, they may be treated as direct labor costs or as an "Other Direct Charge" if such treatment is in accordance with the Contractor's established accounting procedures. (3) Premium Pay Premium pay is the difference between the rates and amounts paid for overtime or shift work and amount normally paid on a straight time basis. Generally such pay is not included in the direct labor base and should not be included in the billing for "direct labor" unless the Contractor has consistently followed this practice in the past as a matter of policy. Premium pay of any kind unless provided for in the contract must be authorized by the Contracting Officer in advance. Billings for unauthorized premium pays have caused frequent delays in payment due to suspensions and exchange of correspondence. Citations of authorization for premium pay will avoid delays in payment. Authorized premium pay may be shown as a single item on the summary of costs. However, it must be separately itemized for each position, or job category, showing the amount, and a citation of the Contracting Officer's letter of authorization on the continuation sheet of the invoice or voucher. (4) Materials and Supplies Only those items, which the Contractor normally treats as "direct costs", should be claimed under this heading. Major classifications of material only should be billed separately under appropriate classification. Items costing less than $25.00 may be listed by category of materials or supplies. Show the description and dollar amount of individual classifications. All such charges must be supported by the Contractor's office records. (5) Travel When authorized in the contract as a direct cost, travel costs that are directly related to specific contract performance may be billed as a direct cost in accordance with the Joint Travel Regulations (JTR) rates. Travel cost detail should show: (a) Name of traveler and official title, (b) Purpose of trip, (c) Dates of departure and return to starting point (station or airport), (d) Transportation costs, identified as to rail, air, private automobile (including mileage and rate) and taxi. e) If claim for subsistence is on per diem basis, show number of days, rate and amount, as authorized in contract. If claim is based on actual cost of subsistence, show, on a daily basis, the amounts claimed for lodging and meals separately. Reference to Contracting Officer's letter of authorization if required by contract. (6) Consultant Fees Identify the consultant by name, number of days utilized, and amount of fee. (7) Equipment Nonexpendable personal property must be specifically approved in writing by the Contracting Officer or authorized by the terms of the contract. Billing data should include a description of item; make model, quantity, unit cost, total cost, and date approved by the Contracting Officer, if applicable. A copy of the vendor's bill may be submitted in lieu of the identifying information.. QUICK CHECKLIST FOR INVOICE SUBMISSION: 1. Standard Form 1035 recommended. If submitting own forms, statement must conform to billing instructions 2. Quarterly billing as a minimum 3. Invoice contain the minimum requirements per Invoice Submission clause per Section G of the contract 4. Vouchers should be collated 5. Detail of Cost Claimed (End of Clause) G.9 Invoice Submission - Part 1 (Mar 2006) (a) The Contractor shall submit the original contract invoice to the shown below: The Centers for Disease Control and Prevention Financial Management Office (FMO) P.O. Box 15580 Atlanta, GA 30329-4018 Or - The Contractor may submit the original invoice via facsimile or email: Fax: 404-638-5324 Email: FMOAPINV@CDC.GOV NOTE: Submit to only one (1) of the above locations. (b) The contractor shall submit one (1) copy of the invoice to the cognizant contracting office identified in this contract. These invoices/voucher copies shall be addressed to the attention of the Contracting Officer and may be emailed to: hee5@cdc.gov and jvw0@cdc.gov. (c) The Contractor is required to submit one (1) copy of each invoice directly to the COR concurrently with submission to the Contracting Officer. (d) In accordance with 5 CFR part 1315 (Prompt Payment), CDC's Financial Management Office is the designated billing office for the purpose of determining the payment due date under FAR 32.904. (e) The Contractor shall include (as a minimum) the following information on each invoice: (1) Contractor's Name & Address (2) Contractor's Tax Identification Number (TIN) (3) Purchase Order/Contract Number and Task Order Number, as Appropriate (4) Invoice Number (5) Invoice Date (6) NHANES PSU specific Costs (current and cumulative) a) Labor Costs by SOW Section, Job Category, Project Charge Code, Rate, and Number of Hours b) Travel costs by SOW Section, Training, Job Category, and individual c) MEC Supplies d) IT Equipment and services e) Other ODCs (7) NHANES-wide (current and cumulative) These are administrative and other costs not specific to an individual phase. a) Labor Costs by SOW Section, Job Category, Project Charge Code, Rate, and Number of Hours b) Travel costs by SOW Section, Training, Job Category, and individual c) Warehouse Inventory and Supplies d) IT Equipment and services e) Other ODCs (8) Total Amount of Invoice (9) Name, title and telephone number of person to be notified in the event of a defective invoice (10) Payment Address (11) DUNS + 4 Numbers (f) The Contractor is required to submit an electronic spreadsheet directly to the Project Officer concurrently with submission of the invoice. The file shall contain the cost data from the invoice; a summary tab, a separate tab for NHANES-wide, as well as tabs for each NHANES Phase. (End of Clause) G.10 Payment by Electronic Funds Transfer (Dec 2005) (a) The Government shall use electronic funds transfer to the maximum extent possible when making payments under this contract. FAR 52.232-33, Payment by Electronic Funds Transfer - Central Contractor Registration, in Section I, requires the contractor to designate in writing a financial institution for receipt of electronic funds transfer payments. (b) In addition to Central Contractor Registration, the contractor shall make the designation by submitting the form titled "ACH Vendor/Miscellaneous Payment Enrollment Form" to the address indicated below. Note: The form is either attached to this contract (see Section J, List of Attachments) or may be obtained by contacting the CDC Financial Management Office at (404) 498-4050. (c) In cases where the contractor has previously provided such designation, i.e., pursuant to a prior contract/order, and been enrolled in the program, the form is not required unless the designated financial institution has changed. (d) The completed form shall be mailed after award, but no later than 14 calendar days before an invoice is submitted, to the following address: The Centers for Disease Control and Prevention Financial Management Office (FMO) P.O. Box 15580 Atlanta, GA 30333 Or - Fax copy to: 404-638-5324 (End of Clause) G.11 Reimbursement of Cost (APR 2000) (See Section L - Instructions, Conditions, and Notices to Offerors, Paragraphs D and E for CLINS anticipated to be applicable for this Clause) (a) For the performance of this contract, the Government shall reimburse the Contractor the cost determined by the Contracting Officer to be allowable (hereinafter referred to as allowable cost) in accordance with the clause entitled Allowable Cost and Payment in Section I, Contract Clauses. Examples of allowable costs include, but are not limited to, the following: (1) All direct materials and supplies which are used in the performing of the work provided for under the contract, including those purchased for subcontracts and purchase orders. (2) All direct labor, including supervisory, that is properly chargeable directly to the contract, plus fringe benefits. (3) All other items of cost budgeted for and accepted in the negotiation of this basic contract or modifications thereto. (4) Special expenditures which, upon request from the Contractor, the Contracting Officer approves as being an allowable cost under this contract, such as purchase or lease of office furniture or equipment, etc... (5) All travel costs plus per diem or actual subsistence for personnel while in an actual travel status in direct performance of the work and services required under this contract. These costs will be in accordance with the Contractor's policy and subject to the following: (i) Air travel shall be by the most direct route using "air coach" or "air tourist" (less than first class) unless it is clearly unreasonable or impractical (e.g., not available for reasons other than avoidable delay in making reservations, would require circuitous routing or entail additional expense offsetting the savings on fare, or would not make necessary connections). (ii) Rail travel shall be by the most direct route, first class with lower berth or nearest equivalent. (iii) Costs incurred for lodging, meals, and incidental expenses shall be considered reasonable and allowable to the extent that they do not exceed on a daily basis the per diem rates set forth in the Federal Travel Regulation (FTR). (iv) Travel via privately owned automobile shall be reimbursed at not more than the current General Services Administration (GSA) FTR established mileage rate. (b) Except as stated herein, the Contractor shall not incur costs unless the prior written authorization of the Contracting Officer has been obtained. When costs are incurred without such prior authorization, with the intent of claiming reimbursement as direct costs, it shall be at the contractor's risk. (End of Clause) G.12 Evaluation of Contractor Performance (Service) (Jan 2000) (a) Purpose In accordance with FAR 42.1502, the Contractor's performance will be periodically evaluated by the Government, in order to provide current information for source selection purposes. These evaluations will therefore be marked "Source Selection Information." (b) Performance Evaluation Period The Contractor's performance will be evaluated at least annually. (c) Evaluators The performance evaluation will be completed jointly by the COR and the Contracting officer. (d) Performance Evaluation Factors The contractor's performance will be evaluated in accordance with the attachment listed in Section J titled Quality Assurance Surveillance Plan (QASP) (including Performance Evaluation Report). (e) Contractor Review A copy of the evaluation will be provided to the contractor as soon as practicable after completion of the evaluation. The contractor shall submit comments, rebutting statements, or additional information to the Contracting Officer within 30 calendar days after receipt of the evaluation. (f) Resolving Disagreements between the Government and the Contractor Disagreements between the parties regarding the evaluation will be reviewed at a level above the Contracting Officer. The ultimate conclusion on the performance evaluation is a decision of the contracting agency. Copies of the evaluation, contractor's response, and review comments, if any, will be retained as part of the evaluation. (g) Release of Contractor Performance Evaluation Information The completed evaluation will not be released to other than Government personnel and the contractor whose performance is being evaluated. Disclosure of such information could cause harm both to the commercial interest of the Government and to the competitive position of the contractor being evaluated as well as impede the efficiency of Government operations. (h) Source Selection Information Departments and agencies may share past performance information with other Government departments and agencies when requested to support future award decisions. The information may be provided through interview and/or by sending the evaluation and comment document to the requesting source selection official. (i) Retention Period The agency will retain past performance information for a maximum period of three years after completion of contract performance for the purpose of providing source selection information for future contract awards. (End of Clause) G.13 Hotel Subcontracts All hotel subcontracts must include a statement that the Contractor is entering into a subcontract with the hotel to facilitate a conference sponsored by the United States Government and the subcontract reflects no direct or indirect charge for food or beverage items, unless authorized in the task order. The Contractor may be required to provide PGO with a signed copy of the hotel contract, regardless of dollar value. All conferences must have been approved within the CDC Conference Approval System (CAS) prior to incurring any reimbursable costs. G.14 Travel Reimbursement Contractor may be making travel arrangements for sponsored participants as identified in the Task Order. The Project Officer and/or Technical Monitor will provide the names of sponsored participants after award of the Task Order. Any travel arrangement required by this contract shall be performed in accordance with Federal Travel Regulations (See http://www.access.gpo.gov/nara/cfr/waisidx_99/41cfr300-1_99.html.) [For Per Diem see Federal Travel Regulation 41 CFR Chapter 301, Appendix A, or Internet at //perdiem; or Actual Expense see 41 CFR 301-11.303 and 301-11.305.) G.15 Registration Fees Unless otherwise provided by statute, any registration fees collected by HHS must be deposited in the Treasury of the United States, without deduction for any charge or claim. 31 U.S.C. 3302 (Miscellaneous Receipts Act.) Consequently, Contractors are not authorized to request any fees, nor collect any money from any conference participant or attendee unless authorized in the contract. G.16 Meetings All meetings shall be conducted at CDC or other government facilities. All meetings will be scheduled based upon CDC and government facility availability. If these facilities are unavailable, then the meeting will be conducted using teleconferencing. If meetings must be held in non-federal space, then the meetings must be approved by the CDC Conference Approval System (CAS) in advance of the meeting. G.17 Contract Communications/Correspondence (Jul 1999) The Contractor shall identify all correspondence, reports, and other data pertinent to this contract by imprinting thereon the contract number from Page 1 of the contract. Section H - Special Contract Requirements SECTION H - SPECIAL CONTRACT REQUIREMENTS H.1 Type of Contract (Apr 1984) The Government contemplates award of a Cost Plus Fixed Fee (CPFF)/Firm Fixed Price, Hybrid Type Contract. (End of Clause) H.2 Lobbying Prohibition Using Federal Funds Per FAR 31.205-22, The contractor is hereby notified of the restrictions on the use of Department of Health and Human Service's funding for lobbying of Federal, State and Local legislative bodies. Section 1352 of Title 10, United Stated Code (Public Law 101-121, effective 12/23/89), among other things, prohibits a recipient (and their subcontractors) of a Federal contract, grant, loan, or cooperative agreement from using appropriated funds (other than profits from a federal contract) to pay 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 in connection with any of the following covered Federal actions; the awarding of any Federal contract; the making of any Federal grant; the making of any Federal loan; the entering into of any cooperative agreement; or the modification of any Federal contract, grant, loan, or cooperative agreement. For additional information of prohibitions against lobbying activities, see FAR Subpart 3.8 and FAR Clause 52.203-12. In addition, the current Department of Health and Human Services Appropriations Act provides that no part of any appropriation contained in this Act shall be used, other than for normal and recognized executive-legislative relationships, for publicity or propaganda purposes, for the preparation, distribution, or use of any kit, pamphlet, booklet, publication, radio, television, or video presentation designed to support, or defeat legislation pending before the Congress, or any State or Local legislature except in presentation to the Congress, or any State or Local legislative body itself. The current Department of Health and Human Services Appropriations Act also provides that no part of any appropriation contained in this Act shall be used to pay the salary or expenses of any contract or grant recipient, or agent acting for such recipient, related to any activity designed to influence legislation or appropriations pending before the Congress, or any State or Local legislature. (End of Clause) H.3 Travel (a) The Contractors may be required to attend meetings, conferences, seminars, workshops, emergencies event locations and training events as approved and directed by NCHS for the CDC. Travel related documents generated or developed under the travel aspects of this task are not deliverables, but are to be considered as inherent to the performance of the task order. (b) Travel will be reimbursed according to the Government's travel regulations. (c) Contractor may be required to provide their travel policy to the Government for review and approval. If contractor does not have a travel policy at the time of such request, contractor shall develop one. (End of Clause) H.4 Security Clearance Requirements (Jul 1999) (a) Definitions. "Employees" means both contractor and subcontractor employees unless otherwise noted: The phrase "CDC owned or leased facilities" includes ATSDR, NIOSH/PRC/Pittsburgh, Pa.; NIOSH/Morgantown, W.V.; NIOSH/SRC/Spokane, WA.; NIOSH/Cincinnati, Ohio; NCHS/Research Triangle Park, N.C.; NCHS/Hyattsville, Md. NCID/Fort Collins, Colorado; NCID/Anchorage, Alaska, and NCID/San Juan, Puerto Rico. (b) General All contract employees who will be performing work under this contract on-site (i.e., in a CDC owned or leased facility) for a period exceeding 90 days in duration (45 days if employee is designated to work in Building 10, 15, or 17 at 1600 Clifton Road, Atlanta, GA, or at CDC's Lawrenceville, GA facility) shall receive a favorable suitability determination prior to reporting to work at an on-site facility. Any contract employee(s) who cannot obtain a favorable suitability determination, will not be permitted to work at an on-site facility (see paragraph B below on temporary determinations.) The Contractor shall be responsible for managing its workforce to ensure that sufficient contract employees who meet all suitability requirements are available to perform the duties required under the contract. New or replacement contract employees must have previously received a favorable suitability determination in sufficient time to perform work at an on-site facility under the contract. If it has been over one (1) year since a contract employee has worked in a position on a Federal contract for which a security clearance was required, a new National Agency Check and Inquiry (NACI) must be obtained. (c) Temporary Determinations/Clearances The Contracting Officer may, as appropriate, authorize and grant temporary suitability determinations to contract employees. However, the granting of a temporary determination shall not be considered as assurance that full clearance will follow. The granting of a temporary determination shall not prevent, preclude or bar the withdrawal or termination of any temporary determination. Prior to the Government's issuance of a temporary determination, the Contractor shall obtain and provide to the Contracting Officer a state-wide criminal records check for all on-site contract employees. The Contractor shall also obtain and provide to the Contracting Officer a state-wide motor vehicle violations check for any contract employee required to operate a motor vehicle as part of their duties under the contract at an on-site facility. All criminal record checks and motor vehicle violation checks shall cover a twelve (12) month period beginning twelve (12) months prior to the date of the contract award. Criminal record checks and motor vehicle violation checks may be obtained through local state, county or city law enforcement agencies at contract employees' place of residence. Where state-wide criminal record and motor vehicle violation systems are not available, county-wide or city-wide checks may be substituted. All substitutions shall be certified by the law enforcement agency that a state-wide criminal record system is not available. (d) Required Information for NACI Clearance: Unless otherwise specified, the Contractor shall submit the completed forms specified below to the appropriate office as directed by the Contracting Officer not later than 5 calendar days from the effective date of the contract. Items (1) through (6) must be completed by contract employees who require access to on-site facilities in the performance of the contract. Additionally, the contractor shall furnish, on a monthly basis, item (7) (if the information requested in Item (7) is provided as part of the Contractor's standard invoice, no additional submission is required). The Government will furnish the necessary forms to the Contractor. (1) two (2) completed Forms FD-258, "FBI Fingerprint Charts"*** (2) one (1) completed Standard Form 85, "Questionnaire for Non-Sensitive Positions" (3) one (1) completed "Declaration for Enrollment" (4) one (1) resume or curriculum vitae or completed job application form (5) one (1) copy of the state-wide criminal records check (6) one (1) copy of the motor vehicle violations check (when applicable) (7) a complete listing of all current Contractor and Subcontractor on-site employees by name, work location and employer. *** The CDC, Human Resource Management Offices (HRMO) have the necessary equipment to complete fingerprint charts (FD-258). The Contractor may contact the Contracting Officer for arrangements regarding utilization of the HRMO fingerprinting equipment. The fingerprint charts may also be completed through a local state, county or city law enforcement agency at the employee's place of residence. Using the required information specified above, a National Agency Check and Inquiry (NACI) will be processed by the CDC through the Office of Personnel Management and the Federal Bureau of Investigations (OPM/FBI) on each contract employee who will be performing duties on-site. (d) Removal of Contractor Employees The Contracting Officer may request the Contractor to immediately remove any contract employee from the on-site facility who has failed to receive a suitability determination and whose continued employment is deemed contrary to the public interest, inconsistent with the best interests of security, or is identified as a potential threat to the health, safety, security, general well-being or operational mission of the on-site facility and its population. The Contracting Officer may also request the Contractor to immediately remove any contract employee from the on-site facility should it be determined that the individuals are being assigned to duty who have been disqualified for suitability reasons, or who are found to be unfit for performing duties during their tour(s) of duty. Contract employees who are requested to be removed from the on-site facility are required to leave the work site immediately. The Contracting Officer will make all determinations regarding the removal of any contract employee from the on-site facility, except under certain conditions. When a Contracting Officer is not available, either during the day or after normal business hours, or in situations where a delay would not be in the best interest of the Government, or a potential threat to the health, safety, security, general well-being or operational mission of the facility and its population, the Project Officer will have the authority to direct immediate removal of the contractor employee from the on-site facility. The Contracting Officer shall subsequently provide the official notification to the Contractor for removal of a contract employee from the CDC facility. When removal is directed due to a nonsuitability determination as a result of the NACI, no further information will be provided. If removal is directed for other reasons relating to specific conduct of the employee during performance of the work, the Contracting Officer's official notification will provide information as to these reasons. (e) Identification Badges/Cardkey Access: (1) Identification Badges: The Contractor shall require each contract employee who has been authorized unescorted access to an on-site facility, either through the temporary clearance process or the formal NACI process, to display an identification badge as required and furnished by the CDC. The Contractor shall submit to the Project Officer a completed Identification Badge Request Form (CDC Form 0.1137) for each contract employee who has been authorized unescorted access to an on-site facility. Contact the Project Officer for details on additional procedures, specific addresses and hours of business for issuance of Identification Badges for all other CDC locations. (2) Cardkey Access: Unescorted access to certain on-site facilities at CDC may only be gained through the use of a Cardkey. If a contract employee has been determined to need regular unescorted access to one of the Cardkey access designated areas, a Cardkey Request Form (CDC Form 0.834) must be completed and submitted to the Project Officer for written approval. Contact the Project Officer for details of procedures and specific addresses and hours of business for issuance of Cardkey Access. (3) Return of Identification Badges/Cardkeys The Contractor shall arrange for the return of any employee identification badges and/or cardkeys immediately upon their separation of the duties at the on-site facility. Contact the Project Officer for location of the depositories for the return of badges. Cardkeys shall be returned to the appropriate Physical Security Activity Office. (End of Clause) H.5 Required NCHS Safeguards for the Protection of Confidentiality of Individuals and Establishments In accordance with Subsection (m) of the Privacy Act of 1974 (5 USC 552a), Section 308(d) of the Public Health Service Act (42 USC 242 m) and Title V of the E-Government Act of 2002 (44 USC 3501 note), the contractor and employees of the contractor are required to comply with applicable provisions of these laws and to undertake safeguards to ensure protection of the privacy and confidentiality of respondent provided information. The contractor and contractor employees shall be bound by the following confidentiality assurance with respect to NHANES: "As an Agent of NCHS and in accordance with Section 308(d) of the Public Health Service Act (42 USC 242 m) and Title V of the E-Government Act of 2002 ( 44 USC 3501 note), you (the contractor or contactor employee), assure all NHANES survey respondents that the confidentiality of their responses will be maintained, that no identifiable information will be disclosed unless the person or establishment supplying it has consented, and that the information supplied will be used for statistical purposes only." The contractor shall not release information from the NHANES data obtained or used under this contract to any persons except authorized staff or agents of NCHS. Whenever the Contractor is uncertain with regard to the proper handling of information/data under the contract, the Contractor shall obtain a written determination from the Contracting Officer. The contractor and contractor employees collecting, processing, storing or otherwise accessing the data collected under this contract shall also become designated agents of NCHS by entering into a Designated Agent Agreement and will complete NCHS Confidentiality Training and sign an affidavit of non-disclosure. H.6 Smoke Free Working Environment (May 2009) In compliance with Department of Health and Human Services (DHHS) regulations, all contractor personnel performing work within CDC/ATSDR facilities shall observe the CDC/ATSDR smoke-free working environment policy at all times. This policy prohibits smoking in all CDC/ATSDR buildings and in front of buildings which are open to the public. This policy is also applicable to contractor personnel who do not work full-time within CDC/ATSDR facilities, but are attending meetings within CDC/ATSDR facilities. (End of Clause) H.7 CDCA.H037 Observance of Legal Holidays and Facility Closure (Government Facilities Performance) (Feb 2011) (a) Holidays Government personnel observe the following listed days as holidays: Washington's Birthday Memorial Day Independence Day Labor Day Veterans' Day Thanksgiving Day Christmas Day New Year's Day Columbus Day Martin Luther King Day Any other day designated by Federal Statute Any other day designated by Executive Order Any other day designated by Presidential proclamation For purposes of contract performance, the Contractor shall observe the above holidays on the date observed by the Government. Observance of such days by Government personnel shall not be cause for an additional period of performance or entitlement of compensation except as otherwise set forth in the contract. No form of holiday or other premium compensation will be reimbursed; however this does not preclude reimbursement for overtime work authorized by the Contracting Officer. (b) Unscheduled Facility Closures In the event the Government facilities are closed due to inclement weather, potentially hazardous or unsafe conditions, or special circumstances, contractor personnel assigned to work within those facilities are automatically dismissed. Notwithstanding the terms of this clause, the contractor shall comply with any specific contract terms that require a level of ongoing support for critical operations during times of facility closure. The contractor may also continue to provide support under a scheduled telework arrangement in accordance with the terms of the contract if the contract expressly authorizes telework in writing. (c) Cost Impact Accounting for costs associated with an unscheduled facility closure is unique to each contract and depends upon a number of factors such as: i) Contract type, e.g. Fixed Price, Time and Materials, or Cost Reimbursement ii) Conractor's established management and accounting practices for unproductive time. iii) The inclusion and applicability of other contract clauses. iv) The ability of the contractor to mitigate costs by reassigning employees to work on other contracts, to work on other contracts, to work from a different facility, or to work remotely from home in accordance with contract telework provisions. (End of Clause) H.8 Release of Information The program, this agreement or actions as a result of this agreement, may pertain to a national security issue, and as such, all information is non-releasable. Any outside inquiries shall be immediately reported to the Government Contracting Officer for action. The Contractor shall not, unless authorized in writing by the Contracting Officer or cognizant Project Officer or Technical Monitor, release or provide any information regarding work performed under this agreement. (End of Clause) H.9 Non-Disclosure Agreement for Contractor and Contractor Employees (Mar 2006) Non-Disclosure Agreements for Contractor and Contractor Employees - Mar 2006 (a) The contractor shall prepare and submit a Non-Disclosure Agreement (NDA) to the Contracting Officer prior to access of government information or the commencement of work at CDC. (b) The NDA made part of this clause, exhibit I and II, is required in service contracts where positions and/or functions proposed to be filled by contractor's employees will have access to non-public and procurement-sensitive information. The NDA also requires contractor's employees properly identify themselves as employees of a contractor when communicating or interacting with CDC employees, employees of other governmental entities (when communication or interaction relates to the contractor's work with the CDC), and members of the public. The Federal Acquisition Regulation (FAR) 37.114 (c), states "All contractor personnel attending meetings, answering Government telephones, and working in other situations where their contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public or Congress that they are Government officials, unless, in the judgment of the agency, no harm can come from failing to identify themselves. They must also ensure that all documents or reports produced by contractors are suitably marked as contractor products or that contractor participation is appropriately disclosed." (c) The Contractor shall inform employees of the identification requirements by which they must abide and monitor employee compliance with the identification requirements. (d) During the contract performance period, the Contractor is responsible to ensure that all additional or replacement contractors' employees sign a NDA and it is submitted to the Contracting Officer prior to commencement of their work with the CDC. (e) Contractor employees in designated positions or functions that have not signed the appropriate NDA shall not have access to any non-public, procurement sensitive information or participate in government meeting where sensitive information may be discussed. (f) The Contractor shall prepare and maintain a current list of employees working under NDAs and submit to the Contracting Officer upon request during the contract period of performance. The list should at a minimum include: contract number, employee's name, position, date of hire and NDA requirement. EXHIBIT I Centers for Disease Control and Prevention (CDC) Contractor Non-Disclosure Agreement I. Non-public Information [Name of contractor] understands that in order to fulfill the responsibilities pursuant to [Contract name and number] between the Centers for Disease Control and Prevention and [Name of CDC contractor] dated [date], employees of [contractor] will have access to non-public information, including confidential and privileged information contained in government-owned information technology systems. For purposes of this agreement, confidential information means government information that is not or will not be generally available to the public. Privileged information means information which cannot be disclosed without the prior written consent of the CDC. In order to properly safeguard non-public information, [contractor] agrees to ensure that prior to being granted access to government information or the commencement of work for the CDC, whichever is applicable, all employees will sign a Non-Disclosure Agreement (NDA) provided by the CDC prior to beginning work for the CDC. Contractor agrees to submit to the contracting official the original signed copies of NDAs signed by the contractor's employees in accordance with the instructions provided by the contracting official. Failure to provide signed NDAs in accordance with this agreement and instructions provided by the contracting official could delay or prevent the employee from commencing or continuing work at the CDC until such agreement is signed and returned to the contracting official. Contractor further agrees that it will not cause or encourage any employee to disclose, publish, divulge, release, or make known in any manner or to any extent, to any individual other than an authorized Government employee any non-public information that the employee may obtain in connection with the performance of the employee's responsibilities to the CDC. II. Procurement-Sensitive Information Contractor further agrees that it will not cause or encourage any employee to disclose, publish, divulge, release, or make known in any manner or to any extent, to any individual, other than an authorized Government employee, any procurement-sensitive information gained while in connection with fulfilling the employee's responsibilities at the CDC. For purposes of this agreement, procurement-sensitive information includes, but is not limited to, all information in Statements of Work (SOW), Requests for Contract (RFC), and Requests for Proposal (RFP); Responses to RFPs, including questions from potential offerors; non-public information regarding procurements; all documents, conversations, discussions, data, correspondence, electronic mail (e-mail), presentations, or any other written or verbal communications relating to, concerning, or affecting proposed or pending solicitations or awards; procurement data; contract information plans; strategies; source selection information and documentation; offerors' identities; technical and cost data; the identity of government personal involved in the solicitation; the schedule of key technical and procurement events in the award determination process; and any other information that may provide an unfair competitive advantage to a contractor or potential contractor if improperly disclosed to them, or any of their employees. Contractor understands and agrees that employee access to any procurement-sensitive information may create a conflict of interest which will preclude contractor from becoming a competitor for any acquisition(s) resulting from this information. Therefore, if an employee participates in any discussions relating to procurement-sensitive information, assists in developing any procurement-sensitive information, or otherwise obtains any procurement-sensitive information during the course of performing duties at the CDC, contractor understands and agrees that contractor are be excluded from competing for any acquisition(s) resulting from this information. III. Identification of Non-Government Employees Contractor understands that its employees are not agents of the Government. Therefore, unless otherwise directed in writing by the CDC, contractor agrees to assist and monitor employee compliance with the following identification procedures: A. At the beginning of interactions with CDC employees, employees of other governmental entities, members of the public, or the media (when such communication or interaction relates to the contractor's work with the CDC), contractors' employees will identify themselves as an employee of a contractor. B. Contractors' employees will include the following disclosures in all written communications, including outgoing electronic mail (e-mail) messages, in connection with contractual duties to the CDC: Employee's name Name of contractor Center or office affiliation Centers for Disease Control and Prevention C. At the beginning of telephone conversations or conference calls, contractors' employees will identify themselves as an employee of a contractor. D. Contractors should not wear any CDC logo on clothing, except for a CDC issued security badge while carrying out work for CDC or on CDC premises. The only other exception is when a CDC management official has granted permission to use the CDC logo. E. Contractors' employees will program CDC voice mail message to identify themselves as an employee of a contractor. I understand that federal laws including, 18 U.S.C. 641 and 18 U.S.C. 2071, provide criminal penalties for, among other things, unlawfully removing, destroying or converting to personal use, or use of another, any public records. Contractor acknowledges that contractor has read and fully understands this agreement. Name of contractor: ___________________________________ Signature of Authorized Representative of Contractor:_________________________________ Date:________________ Copies retained by: contracting official and contractor EXHIBIT II Centers for Disease Control and Prevention (CDC) Contractors' Employee Non-Disclosure Agreement I. Non-Public Information I understand that in order to fulfill my responsibilities as an employee of [Name of CDC contractor], I will have access to non-public information, including confidential and privileged information contained in government-owned information technology systems. For purposes of this agreement, confidential information means government information that is not or will not be generally available to the public. Privileged information means information which cannot be disclosed without the prior written consent of the CDC. I [Name of Employee], agree to use non-public information only in performance of my responsibilities to the CDC. I agree further that I will not disclose, publish, divulge, release, or make known in any manner or to any extent, to any individual other than an authorized Government employee, any non-public information that I may obtain in connection with the performance of my responsibilities to the CDC. II. Procurement-Sensitive Information I further agree that unless I have prior written permission from the CDC, I will not disclose, publish, divulge, release, or make known in any manner or to any extent, to any individual other than an authorized Government employee, any procurement-sensitive information gained in connection with the performance of my responsibilities to the CDC. I specifically agree not to disclose any non-public, procurement-sensitive information to employees of my company or any other organization unless so authorized in writing by the CDC. For purposes of this agreement, procurement-sensitive information includes, but is not limited to, all information in Statements of Work (SOW), Requests for Contract (RFC), and Requests for Proposal (RFP); Responses to RFPs, including questions from potential offerors; non-public information regarding procurements; all documents, conversations, discussions, data, correspondence, electronic mail (e-mail), presentations, or any other written or verbal communications relating to, concerning, or affecting proposed or pending solicitations or awards; procurement data; contract information plans; strategies; source selection information and documentation; offerors' identities; technical and cost data; the identity of government personal involved in the acquisition; the schedule of key technical and procurement events in the award determination process; and any other information that may provide an unfair competitive advantage to a contractor or potential contractor if improperly disclosed to them, or any of their employees. I understand and agree that my access to any procurement-sensitive information may create a conflict of interest which will preclude me, my current employer, or a future employer from becoming a competitor for any resulting government acquisition derived from this information. Therefore, if I participate in any discussions relating to procurement-sensitive information, assist in developing any procurement-sensitive information, or otherwise obtain any procurement-sensitive information during the course of performing my duties at the CDC, I understand and agree that I, my current employer, and any future employer(s) are excluded from competing for any resulting acquisitions. III. Special Non-Disclosure Clause for Contractors with Access to CDC Grants Management and Procurement-Related Information Technology Systems In addition to complying with the non-disclosure requirements and safeguards stated above, I understand that my authorization to use CDC's grants management and procurement systems is strictly limited to the access and functions necessary for the performance of my responsibilities to the CDC and which have been approved in advance by the CDC. I understand that I am not authorized to enter procurement requests for any requirements pertaining to contracts or subcontracts held by me or my employer. IV. Identification as a Non-Government Employee I understand that as an employee of a government contractor, I represent an independent organization and I am not an agent of the Government. Therefore, I agree that unless I have prior written authorization from the CDC, I will, at the beginning of interactions with CDC employees, employees of other governmental entities, members of the public, or the media (when such communication or interaction relates to the contractor's work with the CDC), identify myself as an employee of a contractor. I further agree to use the following identification procedures in connection with my work at the CDC: A. I will include the following disclosures in all written communications, including outgoing electronic mail (e-mail) messages: Employee's name Name of contractor Center or office Affiliation Centers for Disease Control and Prevention B. I will identify myself as an employee of a contractor at the beginning of telephone conversations or conference calls; C. I will not wear any CDC logo on clothing, except for a CDC issued security badge while carrying out work for CDC or on CDC premises; the only other exception is when a CDC management official has granted permission to use the CDC logo. D. I will program my CDC voice mail message to identify myself as a contractors' employee. I understand that federal laws including, 18 U.S.C. 641 and 18 U.S.C. 2071, provide criminal penalties for, among other things, unlawfully removing, destroying or converting to personal use, or use of another, any public records. I acknowledge that I have read and fully understand this agreement. Name of contractor: ___________________________________ Name of Employee:___________________________ Signature of Employee:_________________________________ Date:________________ Copies retained by: contracting official, contractor, and Employee (End of Clause) H.10 Health Insurance Portability & Accountability Act of 1996 (Sep 2008) Pursuant to the Standards for Privacy of Individually Identifiable Health Information promulgated under the Health Insurance Portability and Accountability Act (HIPAA)(45 CFR Parts 160 and 164), covered entities may disclose protected health information to public health authorities "...authorized by law to collect or receive such information for the purpose of preventing or controlling disease, injury, or disability, including, but not limited to, the reporting of disease, injury, vital events such as birth or death, and the conduct of public health surveillance, public health investigations, and public health interventions..." The definition of a public health authority includes "...a person or entity acting under a grant of authority from or contract with such public agency..." The [Insert: Partner name] is acting under contract with the CDC [or: ATSDR] to carry out [Insert: Name of project/activity] which is authorized by [Insert: statutory authority from Public Health Service Act, Comprehensive Environmental Response, Compensation, and Liability Act, OR other legislation] and therefore may be considered a public health authority under the Privacy Rule for purposes of this project. Further, CDC [or: ATSDR] consider this to be [Insert: type of public health activity, i.e., disease/injury reporting, vital events, surveillance, investigations, intervention, registry] for which disclosure of protected health information by covered entities is authorized by section 164.512(b) of the Privacy Rule (45 CFR 164.512(b)). (End of Clause) H.11 Health Information Technology (Aug 2008) Executive Order 13410: Promoting Quality and Efficient Health Care in Federal Government Administered or Sponsored Health Care Programs promotes efficient delivery of quality health care through the use of health information technology, transparency regarding health care quality and price, and incentives to promote the widespread adoption of health information technology and quality of care. To support this mission, the awardee shall, at a minimum, implement the following clauses(s)/condition(s) and, in doing so, the actions and steps taken to implement the clause(s)/condition(s) shall not impose additional costs onto the Federal Government. Interoperability of Health IT Systems • Use recognized health information interoperability standards at the time of the system update, acquisition, or implementation, in all relevant information technology systems supported, in whole or in part, through this agreement/contract. • Use the Centers for Disease Control's (CDC) Public Health Information Network (PHIN), such as requirements, standards, specifications, and promising practices, in the research and implementation of efficient, effective, and interoperable public health information systems, to facilitate interoperability with public health organizations and networks. More information about PHIN can be found at www.cdc.gov/phin. • Where offerors/awardees support or participate in health information [or data] exchange with disparate entities, offerors/awardees must have an architecture that is compatible with the architecture of the Nationwide Health Information Network (www.hhs.gov/healthit/healthnetwork/background). Adoption/Incentives • Use health IT products, such as electronic health records, personalized health records, and the network components through which they operate and share information, certified by the Certification Commission for Healthcare Information Technology (CCHIT) or other recognized certification board, to ensure a minimum level of interoperability or compatibility of health IT products. • Use services available at HHS' Agency for Healthcare Research and Quality (AHRQ) National Resource Center for Health Information Technology (NRC) at www.healthit.ahrq.gov. The NRC provides technical assistance, identifies challenges to health IT adoption and use, and identifies solutions and best practices that have the potential to transform clinical practice through the best and most effective use of IT. • Partner with other health care plans, local quality improvement organizations, and/or local medical societies to promote the adoption of certified electronic health records in physician office settings. • Partner with other health care plans and/or local hospital associations to promote the adoption of certified electronic health records in the hospital setting. • Offer products which provide incentives to consumers to access and use price and quality information. • Offer pay-for-performance programs that reward use of certified electronic health record systems. Transparency of Quality Measurements • Report and publish consensus-based quality measures using standardized methodologies. • Contribute to all-payer claims data sets, where applicable. • Partner with providers, employers, and consumers to determine the manner in which quality metrics will be made available to the public in local or regional areas. Transparency of Pricing Information • Report and publish average reimbursement rates for specific procedures and provider services relative to rates published by Medicare. • Report and publish actual reimbursement rates for specific providers and procedures. H.12 HHSAR 352.239-70 - HHS Standard Security Configuration Language (Jan 2010) Contractor computers containing HHS data shall be configured with the applicable Federal Desktop Core Configuration (FDCC) (http://nvd.nist.gov/fdcc/index.cfm), and shall have and maintain the latest operating system patch level and anti-virus software level. 1. The Contractor shall apply approved security configurations to information technology that is used to process information on behalf of the Department, its Operating Divisions (OPDIVs) and Staff Divisions (STAFFDIVs). Such approved security configurations shall be identified jointly by the OPDIV/STAFFDIV Contracting Officer's Technical Representative (COTR) and Chief Information Security Officer (CISO). Approved security configurations include, but are not limited to, those published by the Department, by the OPDIV/STAFFDIV, and by the National Institute of Standards and Technology (NIST) at http://checklist.nist.gov. OPDIVs/STAFFDIVs may have security configurations that are more stringent than the minimum baseline set by the Department or NIST. When incorporating such security configuration requirements in solicitations and contracts, the OPDIV CISO shall be consulted to determine the appropriate configuration reference for a particular system or services acquisition. 2. The Contractor shall ensure applications operated on behalf of the Department or OPDIV/STAFFDIV are fully functional and operate correctly on systems configured in accordance with the above configuration requirements. The Contractor shall use Security Content Automation Protocol (SCAP)-validated tools with FDCC Scanner capability to ensure its products operate correctly with FDCC configurations and do not alter FDCC settings. The Contractor shall test applicable product versions with all relevant and current updates and patches installed. The contractor shall ensure currently supported versions of information technology (IT) products meet the latest FDCC major version and subsequent major versions. 3. The Contractor shall ensure applications designed for end users run in the standard user context without requiring elevated administrative privileges. 4. The Contractor shall ensure hardware and software installation, operation, maintenance, update, and patching will not alter the configuration settings or requirements specified above 5. Federal Information Processing Standard 201 (FIPS-201) compliant, Homeland Security Presidential Directive 12 (HSPD-12) card readers shall: (a) be included with the purchase of servers, desktops, and laptops; and (b) comply with FAR Subpart 4.13, Personal Identity Verification. 6. The Contractor shall ensure all its subcontractors which perform work under this contract (at all tiers) comply with the above requirements. H.13 Smoke Free Environment Certification (Sep 2008) The Centers for Disease Control and Prevention (CDC) recognizes that secondhand smoke (SHS) exposure poses serious health risks to nonsmokers. SHS exposure in the workplace has been linked to an increased risk for heart disease and lung cancer among adult nonsmokers. SHS has been designated as a known carcinogen (cancer-causing agent) by the National Toxicology Program of the U.S. Environmental Protection Agency and by the International Agency for Research on Cancer (IARC). The National Institute for Occupational Safety and Health has concluded that SHS is an occupational carcinogen. There is no risk-free level of SHS exposure. Separating smokers from nonsmokers, cleaning the air, and ventilating buildings cannot eliminate this exposure. SHS is an important preventable cause of death from cancer and other illnesses, and many Americans, both adults and children, remain at significant risk from SHS exposure. It is the CDC's intent to protect the health of all CDC employees and reduce cancer and other serious health hazards caused by SHS exposure. Therefore, all meetings and conferences organized and/or sponsored or co-sponsored by the CDC shall be held in a conference venue that provides a smoke-free environment. A smoke-free conference venue is defined as a venue that makes ALL public places in the hotel and in all meeting facilities smoke-free. This includes, but is not limited to, meeting rooms, common areas such as lobbies and hallways, all indoor public spaces, all indoor employee work areas, restaurants (including restaurant bar areas), and lounges. Conferences include symposia, seminars, workshops, and any other organized and formal meeting lasting one or more days, where CDC personnel assemble to exchange information and views or explore or clarify a defined subject, problem, or area of knowledge. CERTIFICATION: Offeror's acceptance of any resulting contract certifies that the meeting/conference venue provided is "smoke-free" and that all CDC personnel attending said meeting/conference will be doing so in a smoke-free environment. The Contractor shall use FIPS 140-2 (as amended) compliant encryption to protect all instances of HHS sensitive information during storage and transmission. 7. The Contractor shall verify that the selected encryption product has been validated under the Cryptographic Module Validation Program (http://csrc.nist.gov/cryptval/) to confirm compliance with FIPS 140-2 (as amended). The Contractor shall provide a written copy of the validation documentation to both the Contracting Officer and the Contracting Officer's Technical Representative (COTR). 8. The Contractor shall use the Key Management Key on the HHS personal identification verification (PIV) card; or alternatively, the Contractor shall establish and use a key recovery mechanism to ensure the ability for authorized personnel to decrypt and recover all encrypted information. 9. The Contractor shall securely generate and manage encryption keys to prevent unauthorized decryption of information, in accordance with FIPS 140-2 (as amended). 10. The Contractor shall: ensure that this standard is incorporated into the Contractor's property management/control system; or establish a procedure to account for all laptop computers, desktop computers, and other mobile devices and portable media that store or process sensitive HHS information. The Contractor shall ensure that all of its employees, subcontractors (at all tiers), and employees of each subcontractor, who perform work under this contract/subcontract, comply with the above requirements. H.14 Section 508 Accessibility Compliance Section 508 of the Rehabilitation Act of 1973 (29 U.S.C. 794d) requires Federal agencies to purchase electronic and information technologies (EIT) that meet specific accessibility standards. This law helps to ensure that federal employees with disabilities have access to, and use of, the information and data they need to do their jobs. Furthermore, this law ensures that members of the public with disabilities have the ability to access government information and services. There are three regulations addressing the requirements detailed in Section 508. The Section 508 technical and functional standards are codified at 36 CFR Part 1194 and may be accessed through the Access Board's Web site at http://www.access-board.gov. The second regulation issued to implement Section 508 is the Federal Acquisition Regulation (FAR). FAR Part 39.2 requires that agency acquisitions of Electronic and Information Technology (EIT) comply with the Access Board's standards. The entire FAR is found at Chapter 1 of the Code of Federal Register (CFR) Title 48, located at http://www.acquisition.gov. The FAR rule implementing Section 508 can be foundat http://www.section508.gov. The third applicable regulation is the HHS Acquisition Regulation (HHSAR). Regardless of format, all Web content or communications materials produced for publication on or delivery via HHS Web sites - including text, audio or video - must conform to applicable Section 508 standards to allow federal employees and members of the public with disabilities to access information that is comparable to information provided to persons without disabilities. All contractors (including subcontractors1) or consultants responsible for preparing or posting content intended for use on an HHS-funded or HHS-managed Web site must comply with applicable Section 508 accessibility standards, and where applicable, those set forth in the referenced policy or standards documents below. Remediation of any materials that do not comply with the applicable provisions of 36 CFR Part 1194 as set forth in the SOW or PWS, shall be the responsibility of the contractor or consultant retained to produce the Web-suitable content or communications material. The following Section 508 provisions apply to the content or communications material identified in this SOW/ PWS: Access Board Final Rule 36 CFR Part 1194.21.,22., 31., and 41. Documents must be in unlocked form. Acceptance checklists for various file formats are available at http://www.hhs.gov/web/508/index.html. (End of Clause) H.15 Prohibition of Food, Meals and Light Refreshments The inclusion of food, meals, beverages or light refreshments is expressly prohibited in the performance of this contract and is considered an unallowable contract expense. This prohibition on the inclusion of food shall be flowed down and included in all subcontracts, purchase orders, and agreements issued in the performance of this contract. Food and meals may not be accepted and shall not be provided even if offered at no additional cost to CDC. (End of Clause) H.16 Year 2000 Compliance (07/1999) Unless elsewhere exempted, information technology (if any) to be acquired under this contract/purchase order, which will be required to perform data time processing involving dates subsequent to December 31, 1999, shall be Year 2000 compliant as defined in Federal Acquisition Regulation Part 39.002. (End of Clause) SECTION I - CONTRACT CLAUSES I.1 52.252-2 Clauses Incorporated by Reference (Feb 1998) This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address(es): http://www.acqnet.gov http://farsite.hill.af.mil/ (End of Clause) FAR Clauses Date Clause Title 52.202-1 Jan 2012 Definitions 52.203-3 Apr 1984 Gratuities 52.203-5 Apr 1984 Covenant Against Contingent Fees 52.203-6 Sep 2006 Restrictions on Subcontractor Sales to the Government 52.203-7 Oct. 2010 Anti-Kickback Procedures 52.203-8 Jan 1997 Cancellation, Rescission, and Recovery of Funds for Illegal or Improper Activity 52.203-10 Jan 1997 Price or Fee Adjustment for Illegal or Improper Activity 52.203-12 Oct 2010 Limitation on Payments to Influence Certain Federal Transactions 52.203-13 Apr 2010 Contractor Code of Business Ethics and Conduct 52.204-4 May 2011 Printed or Copied Double-Sided on Postconsumer Fiber Content Paper 52.204-7 Dec 2012 Central Contractor Registration (Replaced with SAM) 52.204-9 Jan 2011 Personal Identify Verification of Contractor Personnel 52.204-10 Aug 2012 Reporting Executive Compensation and First-Tier Subcontract Awards 52.209-6 Dec 2010 Protecting the Government's Interests When Subcontracting (Dec 2010) 52.215-1 Jan 2004 Instructions to Offerors-Competitive Acquisition - Alternate I (Oct 1997) 52.215-2 Oct 2010 Audit and Records -Negotiation 52.215-8 Oct 1997 Order of Precedence - Uniform Contract Format 52.215-10 Aug 2011 Price Reduction for Defective Certified Cost or Pricing Data 52.215-12 Oct. 2010 Subcontractor Certified Cost or Pricing Data 52.215-13 Oct 2010 Subcontractor Certified Cost or Pricing Data -Modifications 52.215-15 Oct 2010 Pension Adjustments and Asset Reversions 52.215-18 Jul 2005 Reversion or Adjustment of Plans for Postretirement Benefits (PRB) Other Than Pensions 52.215-19 Oct 1997 Notification of Ownership Changes 52.215-20 Oct 2010 Requirements for Certified Cost or Pricing Data Other than Certified Cost or Pricing Data 52.215-21 Oct 2010 Requirements for Certified Cost or Pricing Data Other than Certified Cost or Pricing Data - Modifications 52.215-23 Oct 2009 Limitations on Pass-Through Charges 52.216-7 Jun 2011 Allowable Cost and Payment 52.216-8 Jun 2011 Fixed Fee 52.219-8 Jan 2011 Utilization of Small Business Concerns 52.219-9 Jan 2011 Small Business Subcontracting Plan - Alternate II (Oct 2001) 52.219-16 Jan 1999 Liquidated Damages - Subcontracting Plan (Jan 1999) 52.222-2 Jul 1990 Payment for Overtime Premiums 52.222-3 Jun 2003 Convict Labor 52.222-21 Feb 1999 Prohibition of Segregated Facilities 52.222-26 Mar 2007 Equal Opportunity 52.222-35 Sep 2010 Equal Opportunity for Veterans 52.222-36 Oct 2010 Affirmative Action for Workers with Disabilities 52.222-37 Sep 2010 Employment Reports on Veterans 52.222-40 Dec 2010 Notification of Employee Rights Under the National Labor Relations Act 52.222-41 Nov 2007 Service Contract Act of 1965 52.222-46 Feb 1993 Evaluation of Compensation for Professional Employees 52.222-50 Feb 2009 Combating Trafficking in Persons 52.222-54 Jul 2012 Employment Eligibility Verification 52.223-6 May 2001 Drug-Free Workplace 52.223-18 Aug 2011 Encouraging Contractor Policy to Ban Text Messaging While Driving 52.224-2 Apr 1984 Privacy Act 52.225-1 Feb 2009 Buy American Act - Supplies 52.225-13 Jun 2008 Restrictions on Certain Foreign Purchases 52.227-1 Dec 2007/ Apr 1984 Authorization and Consent, Alternate I 52.227-2 Dec 2007 Notice and Assistance Regarding Patent and Copyright Infringement 52.227-14 Dec 2007 Rights in Data - General 52.228-7 Mar 1996 Insurance-Liability to Third Persons 52.229-3 Apr 2003 Federal, State, and Local Taxes 52.232-1 Apr 1984 Payments 52.232-8 Feb 2002 Discounts for Prompt Payment 52.232-9 Apr 1984 Limitation on Withholding of Payments 52.232-11 Apr 1984 Extras 52.232.16 Aug 2010 Progress Payments 52.232-17 Oct 2010 Interest 52.232-18 Apr 1984 Availability of Funds 52.232-20 Apr 1984 Limitation of Cost 52.232-22 Apr 1984 Limitation of Funds 52.232-23 Jan 1986 Assignment of Claims 52.232-25 Oct 2008 Prompt Payment 52.232-32 Aug 2010 Performance-Based Payments 52.232-33 Oct 2003 Payment by Electronic Funds Transfer--Central Contractor Registration 52.233-1 Jul 2002/Dec 1991 Disputes, Alternate I 52.233-3 Aug 1996/Jun 1985 Protest After Award /Alternate I 52.233-4 Oct 2004 Applicable Law for Breach of Contract Claim 52.239-1 Aug 1996 Privacy or Security Safeguards 52.242-1 Apr 1984 Notice of Intent to Disallow Costs 52.242-3 May 2001 Penalties for Unallowable Costs 52.242-4 Jan 1997 Certification of final Indirect Costs 52.242-13 Jul 1995 Bankruptcy 52.243-1 Aug 1987 Changes - Fixed Price 52.243-2 Aug 1987 Changes - Cost Reimbursement 52.244-2 Oct 2010/Jun 2007 Subcontracts, Alternate I 52.244-5 Dec 1996 Competition in Subcontracting 52.244.6 Dec 2010 Subcontracts for Commercial Items 52.245-1 Apr 2012 Government Property 52.245-9 Apr 2012 Use and Charges 52.246-3 May 2001 Inspection of Supplies - Cost-Reimbursement 52.246-4 Aug 1996 Inspection of Services- Fixed-Price 52.246.5 Apr 1984 Inspection of Services- Cost Reimbursement 52.246-25 Feb 1997 Limitation of Liability -Services 52.249-2 May 2004 Termination for Convenience of the Government (Fixed Price) 52.249-6 May 2004 Termination (Cost Reimbursement) 52.249-8 Apr 1984 Default (Fixed-Price Supply and Service) 52.249-14 Apr 1984 Excusable Delays 52.253-1 Jan 1991 Computer Generated Forms Section I-2 - Clauses Incorporated In Full Text I.3 FAR 52.204-9 Personal Identity Verification of Contractor Personnel (Jan 2006) (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 physical access to a federally-controlled facility or access to a Federal information system. (End of clause) I-4 52.217-7 Option for Increased Quantity-Separately Priced Line Item (Mar 1989) The Government may require the delivery of the numbered line item, identified in the Schedule as an option item, in the quantity and at the price stated in the Schedule. The Contracting Officer may exercise the option by written notice to the Contractor with 10 Days. Delivery of added items shall continue at the same rate that like items are called for under the contract, unless the parties otherwise agree. (End of Clause) I.5 FAR 52.217-8 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 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 14 days prior to the end of the period of performance. (End of Clause) I-6 FAR 52.217-9 Option to Extend the Term of the Contract (Mar 2000) (a) The Government may extend the term of this contract by written notice to the Contractor within 15 days (insert the period of time within which the Contracting Officer may exercise the option); provided that the Government gives the Contractor a preliminary written notice of its intent to extend at least 60 days (60days unless a different number of days is inserted) 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 10 years or 120 months. I.7 HHSAR Subpart 317.2--Options 317.204 Contracts (e) The total of the basic and option periods shall not exceed 10 years in the case of services and the total of the basic and option quantities shall not exceed the requirement for 5 years in the case of supplies. These limitations do not apply to IT and R & D contracts. However, statutes applicable to various classes of contracts may place additional restrictions on the length of contracts. I.8 FAR 52.237-3 Continuity of Services (Jan 1991) (a) The Contractor recognizes that the services under this contract are vital to the Government and must be continued without interruption and that, upon contract expiration, a successor, either the Government or another contractor, may continue them. The Contractor agrees to - (1) Furnish phase-in training; and (2) Exercise its best efforts and cooperation to effect an orderly and efficient transition to a successor. (b) The Contractor shall, upon the Contracting Officer's written notice, (1) furnish phase-in, phase-out services for up to 90 days after this contract expires and (2) negotiate in good faith a plan with a successor to determine the nature and extent of phase-in, phase-out services required. The plan shall specify a training program and a date for transferring responsibilities for each division of work described in the plan, and shall be subject to the Contracting Officer's approval. The Contractor shall provide sufficient experienced personnel during the phase-in, phase-out period to ensure that the services called for by this contract are maintained at the required level of proficiency. (c) The Contractor shall allow as many personnel as practicable to remain on the job to help the successor maintain the continuity and consistency of the services required by this contract. The Contractor also shall disclose necessary personnel records and allow the successor to conduct on-site interviews with these employees. If selected employees are agreeable to the change, the Contractor shall release them at a mutually agreeable date and negotiate transfer of their earned fringe benefits to the successor. (d) The Contractor shall be reimbursed for all reasonable phase-in, phase-out costs (i.e., costs incurred within the agreed period after contract expiration that result from phase-in, phase-out operations) and a fee (profit) not to exceed a pro rata portion of the fee (profit) under this contract. (End of Clause) I.9 HHSAR 352.201-70 Paperwork Reduction Act (Jan 2006) (a) This contract involves a requirement to collect or record information calling either for answers to identical questions from 10 or more persons other than Federal employees, or information from Federal employees which is outside the scope of their employment, for use by the Federal government or disclosure to third parties; therefore, the Paperwork Reduction Act of 1995 (44 U.S.C 3501 et seq.) shall apply to this contract. No plan, questionnaire, interview guide or other similar device for collecting information (whether repetitive or single time) may be used without the Office of Management and Budget (OMB) first providing clearance. Contractors and the Contracting Officer's Technical Representative shall be guided by the provisions of 5 CFR Part 1320, Controlling Paperwork Burdens on the Public, and seek the advice of the HHS operating division or Office of the Secretary Reports Clearance Officer to determine the procedures for acquiring OMB clearance. (b) The Contractor shall not expend any funds or begin any data collection until OMB Clearance is received. Once OMB Clearance is received from the Contracting Officer's Technical Representative, the Contracting Officer shall provide the Contractor with written notification authorizing the expenditure of funds and the collection of data. The Contractor shall allow at least 120 days for OMB clearance. The Contracting Officer will consider excessive delays caused by the Government which arise out of causes beyond the control and without the fault or negligence of the Contractor in accordance with the Excusable Delays or Default clause of this contract. (End of clause) I.10 HHSAR 352.202-1 Definitions (Jan 2006) (a) In accordance with 52.202-1(a)(1), substitute the following as paragraph (a): ‘‘(a) The term ‘‘Secretary'' or ‘‘Head of the Agency'' (also called ‘‘Agency Head'') means the Secretary, Deputy Secretary, or any Assistant Secretary, Administrator or Commissioner of the Department of Health and Human Services; and the term ‘‘his/her duly authorized representative'' means any person, persons, or board authorized to act for the Secretary.'' (b) In accordance with 52.202-1(a)(1), add the following paragraph (h): ‘‘(h) The term ‘‘Contracting Officer's Technical Representative" means the person who monitors the technical aspects of contract performance. The Contracting Officer's Technical Representative is not authorized to issue any instructions or directions which cause any increase or decrease in the Statement of Work/Performance Work Statement/Specifications which would result in the increase or decrease in the price of this contract, or changes in the delivery schedule or period of performance of this contract. If applicable, the Contracting Officer's Technical Representative is not authorized to receive or act upon any notification or revised cost estimate provided by the Contractor in accordance with the Limitation of Cost or Limitation of Funds clauses of this contract.'' I.11 HHSAR 352.203-70 Anti-Lobbying (Mar 2012) Pursuant to the current HHS annual appropriations act, except for normal and recognized executive-legislative relationships, the Contractor shall not use any HHS contract funds for (i) publicity or propaganda purposes; (ii) the preparation, distribution, or use of any kit, pamphlet, booklet, publication, radio, television or video presentation designed to support or defeat legislation pending before the Congress or any State legislature, except in presentation to the Congress or any State legislature itself; or (iii) payment of salary or expenses of the Contractor, or any agent acting for the Contractor, related to any activity designed to influence legislation or appropriations pending before the Congress or any State legislature. (End of clause) L.12 HHSAR 352.216-70 Additional cost principles. (Jan 2006) (a) Bid and proposal (B & P) costs. (1) B & P costs are the immediate costs of preparing bids, proposals, and applications for potential federal and non-federal contracts, grants, and agreements, including the development of scientific, cost, and other data needed to support the bids, proposals, and applications. (2) B & P costs of the current accounting period are allowable as indirect costs. (3) B & P costs of past accounting periods are unallowable in the current period. However, if the organization's established practice is to treat these costs by some other method, they may be accepted if they are found to be reasonable and equitable. (4) B & P costs do not include independent research and development (IR & D) costs covered by the following paragraph, or pre-award costs covered by paragraph 36 of Attachment B to OMB Circular A-122. (b) IR & D costs. (1) IR & D is research and development conducted by an organization which is not sponsored by federal or non-federal contracts, grants, or other agreements. (2) IR & D shall be allocated its proportionate share of indirect costs on the same basis as the allocation of indirect costs to sponsored research and development. (3) The cost of IR & D, including its proportionate share of indirect costs, is unallowable. (End of clause) I.13 HHSAR 352.222-70 Contractor Cooperation in Equal Employment Opportunity Investigations (Jan 2010) (a) In addition to complying with the clause in FAR 52.222-26, Equal Opportunity, the Contractor shall, in good faith, cooperate with the Department of Health and Human Services (Agency) in investigations of Equal Employment Opportunity (EEO) complaints processed pursuant to 29 CFR Part 1614. For purposes of this clause, the following definitions apply: (1) ``Complaint'' means a formal or informal complaint that has been lodged with Agency management, Agency EEO officials, the Equal Employment Opportunity Commission (EEOC), or a court of competent jurisdiction. (2) ``Contractor employee'' means all current Contractor employees who work or worked under this contract. The term also includes current employees of subcontractors who work or worked under this contract. In the case of Contractor and subcontractor employees, who worked under this contract, but who are no longer employed by the Contractor or subcontractor, or who have been assigned to another entity within the Contractor's or subcontractor's organization, the Contractor shall provide the Agency with that employee's last known mailing address, e-mail address, and telephone number, if that employee has been identified as a witness in an EEO complaint or investigation. (3) ``Good faith cooperation'' cited in paragraph (a) includes, but is not limited to, making Contractor employees available for: (i) Formal and informal interviews by EEO counselors or other Agency officials processing EEO complaints; (ii) formal or informal interviews by EEO investigators charged with investigating complaints of unlawful discrimination filed by Federal employees; (iii) reviewing and signing appropriate affidavits or declarations summarizing statements provided by such Contractor employees during the course of EEO investigations; (iv) producing documents requested by EEO counselors, EEO investigators, Agency employees, or the EEOC in connection with a pending EEO complaint; and (v) preparing for and providing testimony in hearings before the EEOC and U.S. District Court. (b) The Contractor shall include the provisions of this clause in all subcontract solicitations and subcontracts awarded at any tier under this contract. (c) Failure on the part of the Contractor or its subcontractors to comply with the terms of this clause may be grounds for the Contracting Officer to terminate this contract for default. (End of clause) I-14 352.223-70 Safety and Health (January 2006) As prescribed in 323.7002(a), the Contracting Officer shall insert the following clause: (a) To help ensure the protection of the life and health of all persons, and to help prevent damage to property, the Contractor shall comply with all federal, State, and local laws and regulations applicable to the work being performed under this contract. These laws are implemented or enforced by the Environmental Protection Agency, Occupational Safety and Health Administration (OSHA) and other regulatory/enforcement agencies at the federal, State, and local levels. (1) In addition, the Contractor shall comply with the following regulations when developing and implementing health and safety operating procedures and practices for both personnel and facilities involving the use or handling of hazardous materials and the conduct of research, development, or test projects: (i) 29 CFR 1910.1030, Bloodborne pathogens; 29 CFR 1910.1450, Occupational exposure to hazardous chemicals in laboratories; and other applicable occupational health and safety standards issued by OSHA and included in 29 CFR Part 1910. These regulations are available at http://www.osha.gov/. (ii) Nuclear Regulatory Commission Standards and Regulations, pursuant to the Energy Reorganization Act of 1974 (42 U.S.C. 5801 et seq.). The Contractor may obtain copies from the U.S. Nuclear Regulatory Commission, Washington, DC 20555-0001. (2) The following Government guidelines are recommended for developing and implementing health and safety operating procedures and practices for both personnel and facilities: (i) Biosafety in Microbiological and Biomedical Laboratories, CDC. This publication is available at http://www.cdc.gov/biosafety/publications/index.htm. (ii) Prudent Practices for Safety in Laboratories (1995), National Research Council, National Academy Press, 500 Fifth Street, NW., Lockbox 285, Washington, DC 20055 (ISBN 0-309-05229- 7). This publication is available at http://www.nap.edu/catalog/4911.html. (b) Further, the Contractor shall take or cause to be taken additional safety measures as the Contracting Officer, in conjunction with the Contracting Officer's Technical Representative or other appropriate officials, determines to be reasonably necessary. If compliance with these additional safety measures results in an increase or decrease in the cost or time required for performance of any part of work under this contract, the Contracting Officer will make an equitable adjustment in accordance with the applicable ‘‘Changes'' clause set forth in this contract. (c) The Contractor shall maintain an accurate record of, and promptly report to the Contracting Officer, all accidents or incidents resulting in the exposure of persons to toxic substances, hazardous materials or hazardous operations; the injury or death of any person; or damage to property incidental to work performed under the contract and all violations for which the Contractor has been cited by any federal, State or local regulatory/enforcement agency. The report shall include a copy of the notice of violation and the findings of any inquiry or inspection, and an analysis addressing the impact these violations may have on the work remaining to be performed. The report shall also state the required action(s), if any, to be taken to correct any violation(s) noted by the federal, State or local regulatory/enforcement agency and the time frame allowed by the agency to accomplish the necessary corrective action. (d) If the Contractor fails or refuses to comply with the federal, State or local regulatory/enforcement agency's directive(s) regarding any violation(s) and prescribed corrective action(s), the Contracting Officer may issue an order stopping all or part of the work until satisfactory corrective action (as approved by the federal, State or local regulatory/enforcement agencies) has been taken and documented to the Contracting Officer. No part of the time lost due to any stop work order shall be subject to a claim for extension of time or costs or damages by the Contractor. (e) The Contractor shall insert the substance of this clause in each subcontract involving toxic substances, hazardous materials, or hazardous operations. The Contractor is responsible for the compliance of its subcontractors with the provisions of this clause. (End of clause) I.15 HHSAR 352.224-70 Privacy Act (Jan 2006) This contract requires the Contractor to perform one or more of the following: (a) design; (b) develop; or (c) operate a federal agency system of records to accomplish an agency function in accordance with the Privacy Act of 1974 (Act) [5 U.S.C. 552a(m)(1)] and applicable agency regulations. The term ‘‘system of records'' means a group of any records under the control of any agency from which information is retrieved by the name of the individual or by some identifying number, symbol, or other identifying particular assigned to the individual. Violations of the Act by the Contractor and/or its employees may result in the imposition of criminal penalties [5 U.S.C. 552a(i)]. The Contractor shall ensure that each of its employees knows the prescribed rules of conduct and that each employee is aware that he/she is subject to criminal penalties for violation of the Act to the same extent as Department of Health and Human Services employees. These provisions also apply to all subcontracts the Contractor awards under this contract which require the design, development or operation of the designated system(s) of records [5 U.S.C. 552a(m)(1)]. The contract work statement: (a) identifies the system(s) of records and the design, development, or operation work the Contractor is to perform; and (b) specifies the disposition to be made of such records upon completion of contract performance. (End of clause) I.16 HHSAR 352.228-7 Insurance--Liability to Third Persons (December 1991) As prescribed in 328.311-2, the Contracting Officer shall insert the following clause and either Alternate I or II, as appropriate: (a) (1) Except as provided in paragraph (a)(2) immediately following, or in paragraph (h) of this clause [if the clause has a paragraph (h)], the Contractor shall provide and maintain workers' compensation, employer's liability, comprehensive general liability (bodily injury), comprehensive automobile liability (bodily injury and property damage) insurance, and such other insurance as the Contracting Officer may require under this contract. (2) The Contractor may, with the approval of the Contracting Officer, maintain a self-insurance program; provided that, with respect to workers' compensation, the Contractor is qualified pursuant to statutory authority. (3) All insurance required by this paragraph shall be in form and amount and for those periods as the Contracting Officer may require or approve and with insurers approved by the Contracting Officer. (b) The Contractor agrees to submit for the Contracting Officer's approval, to the extent and in the manner required by the Contracting Officer, any other insurance that is maintained by the Contractor in connection with performance of this contract and for which the Contractor seeks reimbursement. (c) Except as provided in paragraph (h) of this clause [if the clause has a paragraph (h)], the Contractor shall be reimbursed- (1) For that portion of the reasonable cost of insurance allocable to this contract, and required or approved under this clause; and (2) For certain liabilities (and expenses incidental to such liabilities) to third persons not compensated by insurance or otherwise within the funds available under the Limitation of Cost or the Limitation of Funds clause of this contract. These liabilities must arise out of the performance of this contract, whether or not caused by the negligence of the Contractor or the Contractor's agents, servants, or employees, and must be represented by final judgments or settlements approved in writing by the Government. These liabilities are for- (i) Loss of or damage to property (other than property owned, occupied, or used by the Contractor, rented to the Contractor, or in the care, custody, or control of the Contractor); or (ii) Death or bodily injury. (d) The Government's liability under paragraph (c) of this clause is limited to the amounts reflected in final judgments, or settlements approved in writing by the Government, but in no event to exceed the funds available under the Limitation of Cost or Limitation of Funds clause of this contract. Nothing in this contract shall be construed as implying that, at a later date, the Government will request, or the Congress will appropriate, funds sufficient to meet any deficiencies. (e) The Government shall not reimburse the Contractor for liabilities (and expenses incidental to such liabilities)- (1) For which the Contractor is otherwise responsible under the express terms of any clause specified in the Schedule or elsewhere in the contract; (2) For which the Contractor has failed to insure or to maintain insurance as required by the Contracting Officer; or (3) That result from willfulmisconduct or lack of good faith on the part of the Contractor's directors, officers, managers, superintendents, or other representatives who have supervision or direction of - (i) All or substantially all of the Contractor's business; (ii) All or substantially all of the Contractor's operations at any one plant or separate location in which this contract is being performed; or (iii) A separate and complete major industrial operation in connection with the performance of this contract. (f) The provisions of paragraph (e) of this clause shall not restrict the right of the Contractor to be reimbursed for the cost of insurance maintained by the Contractor in connection with the performance of this contract, other than insurance required in accordance with this clause; provided, that such cost is allowable under the Allowable Cost and Payment clause of this contract. (g) If any suit or action is filed or any claim is made against the Contractor, the cost and expense of which may be reimbursable to the Contractor under this contract, and the risk of which is then uninsured or is insured for less than the amount claimed, the Contractor shall- (1) Immediately notify the Contracting Officer and promptly furnish copies of all pertinent papers received; (2) Authorize Government representatives to collaborate with counsel for the insurance carrier in settling or defending the claim when the amount of the liability claimed exceeds the amount of coverage; and (3) Authorize Government representatives to settle or defend the claim and to represent the Contractor in or to take charge of any litigation, if required by the Government, when the liability is not insured or covered by the bond. The Contractor may, at its own expense, be associated with the Government representatives in any such claim or litigation. (End of clause) Alternate I (April 1984). If the successful offeror represents in its offer that it is partially immune from tort liability as a State agency, the Contracting Officer shall add the following paragraph (h) to the basic clause: (h) Notwithstanding paragraphs (a) and (c) of this clause- (1) The Government does not assume any liability to third persons, nor will the Government reimburse the Contractor for its liability to third persons, with respect to loss due to death, bodily injury, or damage to property resulting in any way from the performance of this contract or any subcontract under this contract; and (2) The Contractor need not provide or maintain insurance coverage as required by paragraph (a) of this clause; provided, that the Contractor may obtain any insurance coverage deemed necessary, subject to approval by the Contracting Officer as to form, amount, and duration. The Contractor shall be reimbursed for the cost of such insurance and, to the extent provided in paragraph (c) of this clause, for liabilities to third persons for which the Contractor has obtained insurance coverage as provided in this paragraph, but for which such coverage is insufficient in amount. (End of clause) Alternate II (April 1984). If the successful offeror represents in its offer that it is totally immune from tort liability as a State agency, the Contracting Officer shall substitute the following paragraphs (a) and (b) for paragraphs (a) and (b) of the basic clause: (a) The Government does not assume any liability to third persons, nor will the Government reimburse the Contractor for its liability to third persons, with respect to loss due to death, bodily injury, or damage to property resulting in any way from the performance of this contract or any subcontract under this contract. (b) If any suit or action is filed, or if any claim is made against the Contractor, the cost and expense of which may be reimbursable to the Contractor under this contract, the Contractor shall immediately notify the Contracting Officer and promptly furnish copies of all pertinent papers received by the Contractor. The Contractor shall, if Government requires, authorize Government representatives to settle or defend the claim and to represent the Contractor in or take charge of any litigation. The Contractor may, at its own expense, be associated with the Government representatives in any such claims or litigation. (End of clause) I.17 HHSAR 352.231-70 Salary Rate Limitation (Jan 2010) (a) Pursuant to the current and applicable prior HHS appropriations acts, the Contractor shall not use contract funds to pay the direct salary of an individual at a rate in excess of the Federal Executive Schedule Level I in effect on the date an expense is incurred. (b) For purposes of the salary rate limitation, the terms ``direct salary,'' ``salary,'' and ``institutional base salary'' have the same meaning and are collectively referred to as ``direct salary'' in this clause. An individual's direct salary is the annual compensation that the Contractor pays for an individual's direct effort (costs) under the contract. Direct salary excludes any income that an individual may be permitted to earn outside of duties to the Contractor. Direct salary also excludes fringe benefits, overhead, and general and administrative expenses (also referred to as indirect costs or facilities and administrative [F&A] costs). Note: The salary rate limitation does not restrict the salary that an organization may pay an individual working under an HHS contract or order; it merely limits the portion of that salary that may be paid with Federal funds. (c) The salary rate limitation also applies to individuals under subcontracts. If this is a multiple-year contract or order, it may be subject to unilateral modification by the Contracting Officer to ensure that an individual is not paid at a rate that exceeds the salary rate limitation provision established in the HHS appropriations act in effect when the expense is incurred regardless of the rate initially used to establish contract or order funding. (d) See the salaries and wages pay tables on the U.S. Office of Personnel Management Web site for Federal Executive Schedule salary levels that apply to the current and prior periods. (End of clause) I.18 HHSAR 352.233-71 Litigation and Claims (Jan 2006) (a) The Contractor shall provide written notification immediately to the Contracting Officer of any action, including any proceeding before an administrative agency, filed against the Contractor arising out of the performance of this contract, including, but not limited to the performance of any subcontract hereunder; and any claim against the Contractor the cost and expense of which is allowable under the clause entitled ‘‘Allowable Cost and Payment.'' (b) Except as otherwise directed by the Contracting Officer, the Contractor shall furnish immediately to the Contracting Officer copies of all pertinent papers received by the Contractor with respect to such action or claim. To the extent not in conflict with any applicable policy of insurance, the Contractor may, with the Contracting Officer's approval, settle any such action or claim. If required by the Contracting Officer, the Contractor shall effect an assignment and subrogation in favor of the Government of all the Contractor's rights and claims (except those against the Government) arising out of any such action or claim against the Contractor; and authorize representatives of the Government to settle or defend any such action or claim and to represent the Contractor in, or to take charge of, any action. (c) If the Government undertakes a settlement or defense of an action or claim, the Contractor shall furnish all reasonable assistance in effecting a settlement or asserting a defense. Where an action against the Contractor is not covered by a policy of insurance, the Contractor shall, with the approval of the Contracting Officer, proceed with the defense of the action in good faith. The Government shall not be liable for the expense of defending any action or for any costs resulting from the loss thereof to the extent that the Contractor would have been compensated by insurance which was required by law or regulation or by written direction of the Contracting Officer, but which the Contractor failed to secure through its own fault or negligence. In any event, unless otherwise expressly provided in this contract, the Government shall not reimburse or indemnify the Contractor for any liability loss, cost, or expense, which the Contractor may incur or be subject to by reason of any loss, injury or damage, to the person or to real or personal property of any third parties as may accrue during, or arise from, the performance of this contract. (End of clause) L.19 HHSAR 352.239-71 Standard for Encryption Language (January 2010) As prescribed in 339.101(d)(2), the Contracting Officer shall insert the following clause: (a) The Contractor shall use Federal Information Processing Standard (FIPS) 140-2-(PDF) compliant encryption (Security Requirements for Cryptographic Module, as amended) to protect all instances of HHS sensitive information during storage and transmission. (Note: The Government has determined that HHS information under this contract is considered "sensitive" in accordance with FIPS 199, Standards for Security Categorization of Federal Information and Information Systems, dated February 2004.) (b) The Contractor shall verify that the selected encryption product has been validated under the Cryptographic Module Validation Program (see http://csrc.nist.gov/cryptval/) to confirm compliance with FIPS 140-2 (as amended). The Contractor shall provide a written copy of the validation documentation to the Contracting Officer and the Contracting Officer's Technical Representative. (c) The Contractor shall use the Key Management Key (see FIPS 201, Chapter 4, as amended) on the HHS personal identification verification (PIV) card; or alternatively, the Contractor shall establish and use a key recovery mechanism to ensure the ability for authorized personnel to decrypt and recover all encrypted information (see http://csrc.nist.gov/drivers/documents/ombencryption-guidance.pdf). The Contractor shall notify the Contracting Officer and the Contracting Officer's Technical Representative of personnel authorized to decrypt and recover all encrypted information. (d) The Contractor shall securely generate and manage encryption keys to prevent unauthorized decryption of information in accordance with FIPS 140-2 (as amended). (e) The Contractor shall ensure that this standard is incorporated into the Contractor's property management/control system or establish a separate procedure to account for all laptop computers, desktop computers, and other mobile devices and portable media that store or process sensitive HHS information. (f) The Contractor shall ensure that its subcontractors (at all tiers) which perform work under this contract comply with the requirements contained in this clause. (End of clause) L.20 HHSAR 352.239-72 Security Requirements for Federal Information Technology Resources (January 2010) As prescribed in 339.7103, the Contracting Officer shall insert the following clause: (a) Applicability. This clause applies whether the entire contract or order (hereafter "contract"), or portion thereof, includes information technology resources or services in which the Contractor has physical or logical (electronic) access to, or operates a Department of Health and Human Services (HHS) system containing, information that directly supports HHS' mission. The term "information technology (IT)", as used in this clause, includes computers, ancillary equipment (including imaging peripherals, input, output, and storage devices necessary for security and surveillance), peripheral equipment designed to be controlled by the central processing unit of a computer, software, firmware and similar procedures, services (including support services) and related resources. This clause does not apply to national security systems as defined in FISMA. (b) Contractor responsibilities. The Contractor is responsible for the following: (1) Protecting federal information and federal information systems in order to ensure their- (i) Integrity, which means guarding against improper information modification or destruction, and includes ensuring information non-repudiation and authenticity; (ii) Confidentiality, which means preserving authorized restrictions on access and disclosure, including means for protecting personal privacy and proprietary information; and. (iii) Availability, which means ensuring timely and reliable access to and use of information. (2) Providing security of any Contractor systems, and information contained therein, connected to an HHS network or operated by the Contractor, regardless of location, on behalf of HHS. (3) Adopting, and implementing, at a minimum, the policies, procedures, controls, and standards of the HHS Information Security Program to ensure the integrity, confidentiality, and availability of federal information and federal information systems for which the Contractor is responsible under this contract or to which it may otherwise have access under this contract. The HHS Information Security Program is outlined in the HHS Information Security Program Policy, which is available on the HHS Office of the Chief Information Officer's (OCIO) website. (c) Contractor security deliverables. In accordance with the timeframes specified, the Contractor shall prepare and submit the following security documents to the Contracting Officer for review, comment, and acceptance: (1) IT Security Plan (IT-SP) - due within 30 days after contract award. The IT-SP shall be consistent with, and further detail the approach to, IT security contained in the Contractor's bid or proposal that resulted in the award of this contract. The IT-SP shall describe the processes and procedures that the Contractor will follow to ensure appropriate security of IT resources that are developed, processed, or used under this contract. If the IT-SP only applies to a portion of the contract, the Contractor shall specify those parts of the contract to which the IT-SP applies. (i) The Contractor's IT-SP shall comply with applicable federal laws that include, but are not limited to, the Federal Information Security Management Act (FISMA) of 2002 (PDF) (Title III of the E-Government Act of 2002, Public Law 107-347), and the following federal and HHS policies and procedures: (A) Office of Management and Budget (OMB) Circular A-130, Management of Federal Information Resources, Appendix III, Security of Federal Automated Information Resources. (B) National Institute of Standards and Technology (NIST) Special Publication (SP) 800-18 (PDF), Guide for Developing Security Plans for Federal Information Systems, in form and content, and with any pertinent contract Statement of Work/Performance Work Statement (SOW/PWS) requirements. The IT-SP shall identify and document appropriate IT security controls consistent with the sensitivity of the information and the requirements of Federal Information Processing Standard (FIPS) 200, Recommended Security Controls for Federal Information Systems. The Contractor shall review and update the IT-SP in accordance with NIST SP 800-26, Security Self-Assessment Guide for Information Technology Systems and FIPS 200, on an annual basis. (C) HHS-OCIO Information Systems Security and Privacy Policy. (ii) After resolution of any comments provided by the Government on the draft IT-SP, the Contracting Officer shall accept the IT-SP and incorporate the Contractor's final version into the contract for Contractor implementation and maintenance. On an annual basis, the Contractor shall provide to the Contracting Officer verification that the IT-SP remains valid. (2) IT Risk Assessment (IT-RA) - due within 30 days after contract award. The IT-RA shall be consistent, in form and content, with NIST SP 800-30, Risk Management Guide for Information Technology Systems, and any additions or augmentations described in the HHS-OCIO Information Systems Security and Privacy Policy. After resolution of any comments provided by the Government on the draft IT-RA, the Contracting Officer shall accept the IT-RA and incorporate the Contractor's final version into the contract for Contractor implementation and maintenance. The Contractor shall update the IT-RA on an annual basis. (3) FIPS 199 Standards for Security Categorization of Federal Information and Information Systems Assessment (FIPS 199 Assessment) - due within 30 days after contract award. The FIPS 199 Assessment shall be consistent with the cited NIST standard. After resolution of any comments by the Government on the draft FIPS 199 Assessment, the Contracting Officer shall accept the FIPS 199 Assessment and incorporate the Contractor's final version into the contract. (4) IT Security Certification and Accreditation (IT-SC&A) - due within 3 months after contract award. The Contractor shall submit written proof to the Contracting Officer that an IT-SC&A was performed for applicable information systems - see paragraph (a) of this clause. The Contractor shall perform the IT-SC&A in accordance with the HHS Chief Information Security Officer's Certification and Accreditation Checklist; NIST SP 800-37, Guide for the Security Certification and Accreditation of Federal Information Systems; and NIST SP 800-53, Recommended Security Controls for Federal Information Systems. An authorized senior management official shall sign the draft IT-SC&A and provide it to the Contracting Officer for review, comment, and acceptance. (i) After resolution of any comments provided by the Government on the draft IT-SC&A, the Contracting Officer shall accept the IT-SC&A and incorporate the Contractor's final version into the contract as a compliance requirement. (ii) The Contractor shall also perform an annual security control assessment and provide to the Contracting Officer verification that the IT-SC&A remains valid. Evidence of a valid system accreditation includes written results of (A) annual testing of the system contingency plan and (B) the performance of security control testing and evaluation. (d) Personal identity verification. The Contractor shall identify its employees with access to systems operated by the Contractor for HHS or connected to HHS systems and networks. The Contracting Officer's Technical Representative (COTR) shall identify, for those identified employees, position sensitivity levels that are commensurate with the responsibilities and risks associated with their assigned positions. The Contractor shall comply with the HSPD-12 requirements contained in "HHS-Controlled Facilities and Information Systems Security" requirements specified in the SOW/PWS of this contract. (e) Contractor and subcontractor employee training. The Contractor shall ensure that its employees, and those of its subcontractors, performing under this contract complete HHS-furnished initial and refresher security and privacy education and awareness training before being granted access to systems operated by the Contractor on behalf of HHS or access to HHS systems and networks. The Contractor shall provide documentation to the COTR evidencing that Contractor employees have completed the required training. (f) Government access for IT inspection. The Contractor shall afford the Government access to the Contractor's and subcontractors' facilities, installations, operations, documentation, databases, and personnel used in performance of this contract to the extent required to carry out a program of IT inspection (to include vulnerability testing), investigation, and audit to safeguard against threats and hazards to the integrity, confidentiality, and availability, of HHS data or to the protection of information systems operated on behalf of HHS. (g) Subcontracts. The Contractor shall incorporate the substance of this clause in all subcontracts that require protection of federal information and federal information systems as described in paragraph (a) of this clause, including those subcontracts that- (1) Have physical or electronic access to HHS' computer systems, networks, or IT infrastructure; or (2) Use information systems to generate, store, process, or exchange data with HHS or on behalf of HHS, regardless of whether the data resides on a HHS or the Contractor's information system. (h) Contractor employment notice. The Contractor shall immediately notify the Contracting Officer when an employee either begins or terminates employment (or is no longer assigned to the HHS project under this contract), if that employee has, or had, access to HHS information systems or data. (i) Document information. The Contractor shall contact the Contracting Officer for any documents, information, or forms necessary to comply with the requirements of this clause. (j) Contractor responsibilities upon physical completion of the contract. The Contractor shall return all HHS information and IT resources provided to the Contractor during contract performance and certify that all HHS information has been purged from Contractor-owned systems used in contract performance. (k) Failure to comply. Failure on the part of the Contractor or its subcontractors to comply with the terms of this clause shall be grounds for the Contracting Officer to terminate this contract. (End of clause) I.21 HHSAR 352.239-73 Electronic and Information Technology Accessibility (January 2010) (a) As prescribed in 339.201-70(a), the Contracting Officer shall insert the following provision: (a) Section 508 of the Rehabilitation Act of 1973 (29 U.S.C. 794d), as amended by the Workforce Investment Act of 1998, and the Architectural and Transportation Barriers Compliance Board Electronic and Information (EIT) Accessibility Standards (36 CFR Part 1194), require that, unless an exception applies, all EIT products and services developed, acquired, maintained, or used by any federal department or agency permit- (1) Federal employees with disabilities to have access to and use information and data that is comparable to the access and use of information and data by federal employees who are not individuals with disabilities; and (2) Members of the public with disabilities seeking information or services from a federal agency to have access to and use of information and data that is comparable to the access and use of information and data by members of the public who are not individuals with disabilities. (b) Accordingly, any vendor submitting a proposal/quotation/bid in response to this solicitation must demonstrate compliance with the established EIT accessibility standards. Information about Section 508 is available at http://www.section508.gov/. The complete text of Section 508 Final Provisions can be accessed at http://www.access-board.gov/sec508/standards.htm. (c) The Section 508 accessibility standards applicable to this solicitation are identified in the Statement of Work/Specification/Performance Work Statement. In order to facilitate the Government's evaluation to determine whether EIT products and services proposed meet applicable Section 508 accessibility standards, offerors must prepare an HHS Section 508 Product Assessment Template, in accordance with its completion instructions, and provide a binding statement of conformance. The purpose of the template is to assist HHS acquisition and program officials in determining that EIT products and services proposed support applicable Section 508 accessibility standards. The template allows vendors or developers to self-evaluate their products or services and document in detail how they do or do not conform to a specific Section 508 accessibility standard. Instructions for preparing the HHS Section 508 Evaluation Template may be found under Section 508 policy on the HHS Office on Disability website (http://www.hhs.gov/od/). (d) Respondents to this solicitation must also provide any additional detailed information necessary for determining applicable Section 508 accessibility standards conformance, as well as for documenting EIT products or services that are incidental to the project, which would constitute an exception to Section 508 requirements. If a vendor claims its products or services, including EIT deliverables such as electronic documents and reports, meet applicable Section 508 accessibility standards in its completed HHS Section 508 Product Assessment Template, and it is later determined by the Government - i.e., after award of a contract/order, that products or services delivered do not conform to the described accessibility standards in the Product Assessment Template, remediation of the products or services to the level of conformance specified in the vendor's Product Assessment Template will be the responsibility of the Contractor and at its expense. (End of provision) I.22 HHSAR 352.242-71 Tobacco-Free Facilities (Jan 2006) In accordance with Department of Health and Human Services (HHS) policy, the Contractor and its staff are prohibited from using tobacco products of any kind (e.g., cigarettes, cigars, pipes, and smokeless tobacco) while on any HHS property, including use in personal or company vehicles operated by Contractor employees while on an HHS property. This policy also applies to all subcontracts awarded under the contract or order. The term ‘‘HHS properties'' includes all properties owned, controlled and/or leased by HHS when totally occupied by HHS, including all indoor and outdoor areas of such properties. Where HHS only partially occupies such properties, it includes all HHS-occupied interior space. Where HHS leases space in a multi-occupant building or complex, the tobacco-free HHS policy will apply to the maximum area permitted by law and compliance with the provisions of any current lease agreements. The Contractor shall ensure that each of its employees, and any subcontractor staff, is made aware of, understand, and comply with this policy. (End of clause) I.23 HHSAR 352.242-73 Withholding of Contract Payments (Jan 2006) Notwithstanding any other payment provisions of this contract, failure of the Contractor to submit required reports when due or failure to perform or deliver required work, supplies, or services, may result in the withholding of payments under this contract unless such failure arises out of causes beyond the control, and without the fault or negligence of the Contractor as defined by the clause entitled ‘‘Excusable Delays'' or ‘‘Default'', as applicable. The Government shall immediately notify the Contractor of its intention to withhold payment of any invoice or voucher submitted. (End of clause) I-24 HHSAR 352.242-74. Final Decisions on Audit Findings (April 1984) As prescribed in 342.7003-1(b), the Contracting Officer shall insert the following clause: For the purpose of issuing final decisions under the Disputes clause of this contract concerning monetary audit findings, the Contracting Officer is the individual authorized to make such decisions. (End of clause) I.25 HHSAR 352.270-1 Accessibility of Meetings, Conferences, and Seminars to Persons With Disabilities (Jan 2001) The Contractor agrees as follows: (a) Planning. The Contractor will develop a plan to assure that any meeting, conference, or seminar held pursuant to this contract will meet or exceed the minimum accessibility standards set forth in 28 CFR 36.101 - 36.500 and Appendix A: ADA Accessibility Guidelines (ADAAG). The plan shall be submitted to the project officer for approval prior to initiating action. ( A consolidated or master plan for contracts requiring numerous meetings, conferences, or seminars may be submitted in lieu of separate plans.) (b) Facilities. Any facility to be utilized for meetings, conferences, or seminars in performance of this contract shall be in compliance with 28 SCR 36.101 - 36.500 and Appendix A. The Contractor shall determine, by an on-site inspection, that the facility meets these requirements. (1) Parking. Parking shall be in compliance with 28 CFR 36.101 - 36.500 and Appendix A. (2) Entrances. Entrances shall be in compliance with 28 CFR 36.101 - 36.500 and Appendix A. (3) Meeting Rooms. Meeting rooms, including seating arrangements, shall be in compliance with 28 CFR 36.101 - 36.500 and Appendix A. In addition, stages, speaker platforms, etc. which are to be used by persons in wheelchairs must be accessible by ramps or lifts. When used, the ramp may not necessarily be independently negotiable if space does not permit. However, any slope over 1:12 must be approved by the Project Officer and the Contractor must provide assistance to negotiate access to the stage or platform. (4) Restrooms. Restrooms shall be in compliance with 28 CFR 36.101 - 36.500 and Appendix A. (5) Eating Facilities. Eating facilities in the meeting facility must also comply with 28 CFR 36.101 - 36.500 and Appendix A. (6) Overnight Facilities. If overnight accommodations are required, the facility providing the overnight accommodations shall also comply with 28 CFR 36.101 - 36.500 and Appendix A. (7) Water Fountains. Water fountains shall comply with 28 CFR 36.101 - 36.500 and Appendix A. (8) Telephones. Public telephones shall comply with 28 CFR 36.101 - 36.500 and Appendix A. (c) Provisions of Services for Attendees with Sensory Impairments. (1) The Contractor, in planning the meeting, conference, or seminar, shall include in all announcements and other materials pertaining to the meeting, conference, or seminar a notice indicating that services will be made available to persons with sensory impairments attending the meeting, if requested within five (5) days of the date of the meeting, conference, or seminar. The announcement(s) and other material(s) shall indicate that persons with sensory impairments may contact a specific person(s), at a specific address and phone number(s), to make their service requirements known. The phone number(s) shall include a telecommunication device for the deaf (TDD). (2) The Contractor shall provide, at no additional cost to the individual, those services required by persons with sensory impairments to insure their complete participation in the meeting, conference, or seminar. (3) As a minimum, when requested in advance, the Contractor shall provide the following services: (i) For persons with hearing impairments, qualified interpreters. Also, the meeting rooms will be adequately illuminated so signing by interpreters can be easily seen. (ii) For persons with vision impairments, readers and/or cassette materials, as necessary, to enable full participation. Also, meeting rooms will be adequately illuminated. (iii) Agenda and other conference material(s) shall be translated into a usable form for persons with sensory impairments. Readers, braille translations, large print text, and/or tape recordings are all acceptable. These materials shall be available to individuals with sensory impairments upon their arrival. (4) The Contractor is responsible for making a reasonable effort to ascertain the number of individuals with sensory impairments who plan to attend the meeting, conference, or seminar. However, if it can be determined that there will be no person with sensory impairment in attendance, the provision of those services under paragraph (c) of this clause for the nonrepresented group, or groups, is not required. (End of clause) I.26 HHSAR 352.270-4 Protection of human subjects. (a) As prescribed in 370.303(a), the Contracting Officer shall insert the following provision: Notice to Offerors of Requirements of 45 CFR Part 46, Protection of Human Subjects (January 2006) (a) Copies of the Department of Health and Human Services (HHS) regulations for the protection of human subjects, 45 CFR Part 46, are available from the Office for Human Research Protections (OHRP), Bethesda, Maryland 20892. The regulations provide a systematic means, based on established ethical principles, to safeguard the rights and welfare of individuals who participate as subjects in research activities supported or conducted by HHS. (b) The regulations define a human subject as a living individual about whom an investigator (whether professional or student) conducting research obtains data through intervention or interaction with the individual, or identifiable private information. The regulations extend to the use of human organs, tissue, and body fluids from individually identifiable human subjects as well as to graphic, written, or recorded information derived from individually identifiable human subjects. The use of autopsy materials is governed by applicable State and local law and is not directly regulated by 45 CFR Part 46. (c) Activities in which the only involvement of human subjects will be in one or more of the categories set forth in 45 CFR 46.101(b)(1-6) are exempt from coverage. (d) Inappropriate designations of the noninvolvement of human subjects or of exempt categories of research in a project may result in delays in the review of a proposal. The Government's Project Officer will make a final determination of whether the proposed activities are covered by the regulations or are in an exempt category, based on the information provided in the proposal. In doubtful cases, the Project Officer will consult with OHRP. (e) In accordance with 45 CFR Part 46, offerors being considered for award shall file with OHRP an acceptable Assurance of Compliance with the regulations, specifying review procedures and assigning responsibilities for the protection of human subjects. The initial and continuing review of a research project by an institutional review board shall ensure that: the rights and welfare of the human subjects involved are adequately protected; the risks to the subjects are reasonable in relation to both the potential benefits, if any, to the subjects and the importance of the knowledge to be gained; and informed consent will be obtained by methods that are adequate and appropriate. HHS regulations for the protection of human subjects (45 CFR Part 46), information regarding OHRP registration and assurance requirements/processes, and OHRP contact information can be accessed at the OHRP website (at http://www.hhs.gov/ohrp/assurances/assurances_index.html). (f) Offerors may consult with OHRP for advice or guidance concerning either regulatory requirements or ethical issues pertaining to research involving human subjects. (End of provision) I-27 352.242-70 Key personnel. As prescribed in 342.302(c)(2), the Contracting Officer shall insert the following clause: Key Personnel (January 2006) The key personnel specified in this contract are considered to be essential to work performance. At least 30 days prior to diverting any of the specified individuals to other programs or contracts (or as soon as possible, if an individual must be replaced, for example, as a result of leaving the employ of the Contractor), the Contractor shall notify the Contracting Officer and shall submit comprehensive justification for the diversion or replacement request (including proposed substitutions for key personnel) to permit evaluation by the Government of the impact on performance under this contract. The Contractor shall not divert or otherwise replace any key personnel without the written consent of the Contracting Officer. The Government may modify the contract to add or delete key personnel at the request of the contractor or Government. (End of clause) I.28 HHSAR 332.703-71 Incrementally funded cost-reimbursement contracts. Incremental funding may be used in cost-reimbursement contracts only as provided in 332.702-70(d) and when all of the following circumstances are present: (a) Funding of future periods beyond the initial year or increment of performance is provided from the appropriation account available for obligation at that time; (b) The project represents a bona fide need of the fiscal year in which the contract is awarded and initially funded (i.e., the initial period or increment of performance) and is also a bona fide need of each subsequent fiscal year whose appropriation will be used; and (c) The project's significance provides reasonable assurance that subsequent year appropriations will be made available to fund the project's continuation and completion. I.29 HHSAR 332.703-72 Incrementally funded fixed-price, time and materials, and labor-hour contracts. (a) Fixed-price, time and materials, and labor-hour contracts may be incrementally funded only if- (1) The contract is not for commercial items as defined in FAR 2.101; and (2) The contract base period or any option period- (i) Is for severable services; (ii) Does not exceed 1 year; and (iii) Is funded using the appropriation in effect on the date the funds are obligated. (b) Upon receipt of the contractor's notice under paragraph (c) of the clause at 352.232-72, Limitation of Government's Obligation, the Contracting Officer shall promptly provide written notice to the contractor that the Government is taking one of the following actions: (1) Allotting additional funds for continued performance and increasing the Government's limitation of obligation in a specified amount; (2) Terminating the contract for convenience; or (3) Considering whether to allot additional funds. In this case the written notice shall further state that, in the interim: the contractor is entitled by the contract terms to stop work when the Government's limitation of obligation is reached; and any costs expended beyond the Government's limitation of obligation are at the contractor's risk. (c) If the contract will receive no further funds, the Contracting Officer shall promptly give the contractor written notice of the Government's decision and terminate the contract for convenience. (d) The Contracting Officer shall ensure that, in accordance with paragraph (b) of the clause at 352.232-72, Limitation of Government's Obligation, sufficient funds are allotted to the contract to cover the total amount payable to the contractor in the event of termination for the convenience of the Government. (e) Although incremental funding may be used as outlined above, the Department's preference is to provide full funding when awarding fixed-price, time and materials and labor-hour contracts. If incremental funding is used, full funding is required as soon as funds become available. (3) The clause at 352.232-72, "Limitation of Government's Obligation," in all solicitations and resultant incrementally funded fixed-price, time and materials or labor-hour contracts for severable services. The Contracting Officer may revise the contractor's notification period, in paragraph (c) of the clause, from "90" to "60" or "30" days, as appropriate. I.30 HHSAR 352.232-72 Limitation of Government's obligation. As prescribed in 332.705-2(b)(3), insert the following clause in solicitations and resultant incrementally funded fixed-price, time and materials or labor-hour contracts for severable services: Limitation of Government's Obligation (June 2010) (a) Contract line items TBD* through * are incrementally funded. For these items, the sum of $ TBD* of the total price is the amount currently obligated, available for payment, and allotted to this contract. A projected allotment schedule is set forth in paragraph (i) of this clause. However, the Government may at any time allot additional funds for the performance of these contract line items. (b) For items identified in paragraph (a) of this clause, the Contractor agrees to perform up to the point at which the total amount payable by the Government, including reimbursement in the event of termination of those item(s) for the Government's convenience, approximates, but does not exceed, the total amount currently allotted to the contract. The Contractor is not required to continue work on those items beyond that point. The Government shall not be required in any event to pay the Contractor in excess of the amount allotted to the contract for those items notwithstanding anything to the contrary in the clause entitled "Termination for Convenience of the Government." As used in this clause, the total amount payable by the Government in the event of such termination of the contract line item(s) identified in paragraph (a) above includes costs, profit, and estimated/negotiated termination settlement costs for those item(s). (c) Notwithstanding the dates specified in the allotment schedule in paragraph (i) of this clause, the Contractor shall notify the Contracting Officer in writing at least 90 days prior to the date when, in the Contractor's best judgment, the work will reach the point at which the total amount payable by the Government, including any cost for termination for convenience, will approximate 85 percent of the total amount then allotted to the contract for performance of the applicable items. The Contractor notification shall provide: (1) the estimated date when that point will be reached; and (2) an estimate of additional funding, if any, needed to continue performance of applicable line items up to the next scheduled date for allotment of funds identified in paragraph (i) of this clause, or up to a mutually agreed upon substitute date. The notification shall also advise the Contracting Officer of the estimated amount of additional funds that will be required for the timely performance of the items funded pursuant to this clause, for a subsequent period as may be specified in the allotment schedule in paragraph (i) of this clause or otherwise agreed to by the parties. If, after such notification, additional funds are not allotted by the date identified in the Contractor's notification, or by a mutually agreed substitute date, the Contracting Officer will terminate any item(s) for which additional funds have not been allotted, pursuant to the clause of this contract entitled "Termination for Convenience of the Government." (d) When additional funds are allotted for continued performance of the contract line items identified in paragraph (a) of this clause, the parties will agree to the period of contract performance which will be covered by the funds. The provisions of paragraphs (b) and (c) of this clause will apply in like manner to the additional allotted funds and mutually agreed date, and the contract will be modified accordingly. (e) If, solely by reason of failure of the Government to allot additional funds by the dates indicated below in amounts sufficient for timely performance of the contract line items identified in paragraph (a) of this clause, the Contractor incurs additional costs or is delayed in the performance of the work under this contract and if additional funds are subsequently allotted, an equitable adjustment will be made in the price or prices (including appropriate target, billing, and ceiling prices where applicable) of the items, or in the time of delivery, or both. Failure to agree to any such equitable adjustment hereunder will be a dispute concerning a question of fact under the clause entitled "Disputes." (f) The termination provisions of this clause do not limit the rights of the Government under the clause entitled "Default." This clause no longer applies once the contract is fully funded except with regard to the rights or obligations of the parties concerning equitable adjustments negotiated under paragraphs (d) and (e) of this clause. (g) Nothing in this clause affects the right of the Government to terminate this contract pursuant to the clause of this contract entitled "Termination for the Convenience of the Government." Furthermore, in the event of a termination for convenience of the contract, for line item(s) identified in paragraph (a) of this clause, the Government's liability is limited to the total amount allotted and obligated for those line item(s) as of the date of such termination. (h) Nothing in this clause shall be construed as authorization of voluntary services whose acceptance is prohibited under 31 U.S.C. 1342. (i) The following represents the mutually-agreed schedule* by which the Government will allot funds to this contract. [The illustrated schedule may be revised as necessary to suit the specific circumstances of the contract.] CLIN, Task Number. or Description Start Date of Period or Increment of Performance End Date of Period or Increment of Performance Fixed Price or Contract Ceiling ($) [Total] * To be inserted after negotiation. (End of clause) Section J - List Of Attachments 1. NHANES Position Descriptions for Suggested Positions to perform Duties with Desired Qualifications /Credentials. (Attachment J1/ Pages 106-116 2. QASP (12 Pages) - See Attachment to Solicitation (Attachment J2/Pages 117-128) Section K - Representations, Certifications, And Other Statements Of Offerors K.1 Contract for Negotiation/Administration (May 1998) Designate a person we may contact for contract administration in the event your firm receives a contract as a result of this solicitation: Name:____________________________________ Title:______________________________________ Address:________________________________________________________________________________ (Street) (City) (State) ( Zip Code) Area Code: ______________ Telephone: _____________________ Bidder/Offeror is located in ______________________ Congressional District. Contract will be performed in ________________________________________________________________ (State) (City) (Congressional District) K.2 Online Representations and Certification Application (ORCA)(Dec 2005) (a)All potential Contractors are required to complete electronic annual representations and certifications at www.SAM.GOV in conjunction with registration in the Central Contractor Registration (CCR) database per FAR 4.1102 and FAR 4.1201. Certifications in ORCA are required prior to the submission of contract proposals. (b)Contractors shall update the representations and certifications submitted to ORCA as necessary, but at least annually, to ensure they are kept current, accurate, and complete. All contractors with current contracts shall notify the Contracting Officer in writing when changes are made to ORCA. The representations and certifications are effective until one year from date of submission or update to ORCA. Section L - Instructions, Conditions, And Notices To Offerors A. As prescribed in 16.105, complete and insert the following provision: Type of Contract Apr 1984) - The Government contemplates award of a Combination of a Firm Fixed Price/Cost-Plus-Fixed-Fee Contract resulting from this solicitation. The business proposal received from vendors will contain the Unit Price and Extended Price for all Line Items. Line Items 0004-0018 will be the amounts for Data Collection in the first counties/cities (15 throughout the U.S.) that will be used to set up the Mobile Examination Centers (MECs) indicated in Section B of this solicitation. Before the first data collection year has been completed, the Year 2 Sites awarded as a result of this solicitation will be confirmed or the next 15 sites, if changed, will be provided to the vendor receiving the award and the vendor will be asked to provide a cost proposal utilizing the rates proposed in the business proposal in response to the solicitation submitted by that vendor and made a part of the contract. This pattern will be repeated throughout the period of performance for the resultant contract for all Optional Line Items that require a cost proposal before funding is provided. If any changes occur in the first 15 counties/cities after award, the Contracting Office will provide a revised Section B to include the actual counties/cities for Year 1 and the Hypothetical locations for the additional seven (7) years of data collection to the vendor that received the award of the contract. Again, the vendor receiving the award will be asked to provide a cost proposal utilizing the rates proposed in the business proposal in response to the solicitation submitted by that vendor and made a part of the contract. The data collection process is contemplated to be for a period of eight (8) years. The transitions are to be completed in fourteen (14) months and the closeout is anticipated to be eight (8) months, a total of 10 years. B. The Period of Performance for the resulting contract is anticipated to be for approximately ten(10) years from Date of Award. C. The States included in this solicitation for the PSU's are Hypothetical NHANES PSU Sites. If the sites (states) are changed for PSU Locations for Year 1, the vendor receiving award of the contract will be notified of changes immediately after award and before starting work so that a revised proposal can be provided for any changes made by the Program Office. The anticipated counties/cities have been provided for Years 1 and 2 in Section B of the solicitation; Year 3 thru Year 8 will be repeated for Estimation Purposes Only as the counties have not been selected for those years. In advance of funding the Optional Line Item(s), the vendor awarded the resultant contract will be requested to provide a cost proposal once the counties/cities are known and the contract will be modified to replace the Hypothetical NHANES PSU Sites with the actual locations selected for Years 3-8 of Data Collection. D. It is anticipated that Line Items 0001 thru 0003 will be funded as Firm Fixed Priced Line Items upon award. E. It is anticipated by the Government that Line Items 0004 thru Line Items 0018 will be funded as a combination of FFP and Cost Reimbursement elements. It is anticipated that Line Item 0019, IT Support will be funded as CPFF and Line Item 0020, Project Management will be funded as FFP. Line Items 0021 thru 0133 will follow the same pattern as indicated in the paragraph E. above. It is anticipated that Optional Line Items 0135 and 0137 will be funded as FFP. It is anticipated that Optional Line Item 0136 will be funded as CPFF. 0135-0137 are considered nonSeverable. F. It is anticipated that Line Items 0001 and 0003 will be funded in total when awarded and are nonseverable. G. It is anticipated that PSU Line Items, 0004 thru Line Items 0018, will be funded in total and individually and are considered nonseverable. H. Items 0019-0020 can be incrementally funded monthly, several months at a time, or in total. The months that are funded are severable. I. Line Items 0021 and 0134 will follow this same pattern for severable/non severable requirement. J. Line Item 0135, MEC Maintenance, is a nonseverable Line Item K. Line Item 0136, Special Projects may be severable or nonseverable. Determination will be made at time of need by the CO. L. Line Item 0137, Meetings/Conferences is nonseverable. M. Line Item 0138, Contract Closeout is nonseverable. (Note: *1 As stated above, the contract awarded as a result of this solicitation will be a combination of FFP and Cost Plus Fixed Fee. Actual Costs for Travel, Utility Hookups, Supplies, and etc. will be reimbursed at actual costs plus allowable Indirect Costs such as G&A.) (Note: *2 It is anticipated that any requested Proposals for MEC Maintenance and Meetings/Conferences will be FFP. It is anticipated that Special Projects will be a combination of FFP and Cost Reimbursement.) FAR SOURCE TITLE AND DATE 52.204-6 Data Universal Numbering System (DUNS) Number (Oct 2003) 52.214-34 Submission of Offers in the English Language (Apr 1991) 52.214-35 Submission of Offers in U.S. Currency (Apr 1991) 52.222-46 Evaluation of Compensation for Professional Employees (Feb 1993) L.1 FAR 52.215-1 Instructions to Offerors - Competitive Acquisition (Jan 2004) (a)Definitions. As used in this provision - "discussions" are negotiations that occur after establishment of the competitive range that may, at the Contracting Officer's discretion, result in the offeror being allowed to revise its proposal." "In writing," "writing," or "written" means any worded or numbered expression which can be read, reproduced, and later communicated, and excludes electronically transmitted and stored information. "Proposal revision" is a change to a proposal before the solicitation's closing date and time, or made in response to an amendment, or made to correct a mistake at any time before award. "Proposal revision" is a change to a proposal made after the solicitation closing date, at the request of or as allowed by a Contracting Officer as the result of negotiations. "Time," if stated as a number of days, is calculated using calendar days, unless otherwise specified, and will include Saturdays, Sundays, and legal holidays. However, if the last day falls on a Saturday, Sunday, or legal holiday, the period shall include the next working day. (b) Amendments to solicitations. If this solicitation is amended, all terms and conditions that are not amended remain unchanged. Offerors shall acknowledge receipt of any amendment to this solicitation by the date and time specified in the amendment(s). (c)Submission, modification, revision, and withdrawal of proposals. (1)Unless other methods (e.g., electronic commerce or facsimile) are permitted in the solicitation, proposals and modifications to proposals shall be submitted in paper media in sealed envelopes or packages (i) addressed to the office specified in the solicitation, and (ii) showing the time and date specified for receipt, the solicitation number, and the name and address of the offeror. Offerors using commercial carriers should ensure that the proposal is marked on the outermost wrapper with the information in paragraphs (c)(1)(i) and (c)(1)(ii) of this provision. (2) The first page of the proposal must show: (i) The solicitation number. (ii) The name, address, and telephone and facsimile numbers of the offeror (and electronic address if available); (iii) A statement specifying the extent of agreement with all terms, conditions, and provisions included in the solicitation and agreement to furnish any or all items upon which prices are offered at the price set opposite each item: (iv) Names, titles, and telephone and facsimile numbers (and electronic addresses if available) of persons authorized to negotiate on the offeror's behalf with the Government in connection with this solicitation; and (v) Name, title, and signature of person authorized to sign the proposal. Proposals signed by an agent shall be accompanied by evidence of that agent's authority, unless that evidence has been previously furnished to the issuing office. (3) Submission, modification, revision, and withdrawal of proposals. (i)Offerors are responsible for submitting proposals, and any modification, or revisions, so as to reach the Government Office designated in the solicitation by the time specified in the solicitation. If no times is specified in the solicitation, the time for receipt is 4:30 p.m., local time, for the designated Government office on the date that proposal or revision is due. (ii)(A) Any proposal, modification, or revision received at the Government office designated in the solicitation after the exact time specified for receipt of offers is "late" and will not be considered unless it is received before award is made, the Contracting Officer determines that accepting the late offer would not unduly delay the acquisition; and- (1)If it was transmitted through an electronic commerce method authorized by the solicitation, it was received at the initial point of entry to the Government infrastructure not later than 5:00 pm on working day prior to the date specified for receipt of proposals; or (2)There is acceptable evidence to establish that it was received at the Government installation designated for receipt of offers and was under the Government's control prior to the time set for receipt of offers; or (3)It is the only proposal received. (B)However, a late modification of an otherwise successful proposal that makes its terms more favorable to the Government, will be considered at any time it is received and may be accepted. (iii)Acceptable evidence to establish the time of receipt at the Government installation includes the time/date stamp of that installation on the proposal wrapper, other documentary evidence of receipt maintained by the installation, or oral testimony or statements of Government personnel. (iv)If an emergency or unanticipated event interrupts normal Government processes so that proposals cannot be received at the office designated for receipt of proposals by the exact time specified in the solicitation, and urgent Government requirements preclude amendment of the solicitation, the time specified for receipt of proposals will be deemed to be extended to the same time of day specified in the solicitation on the first work day on which normal Government processes resume. (v)Proposals may be withdrawn by written notice received at any time before award. Oral proposals in response to oral solicitations may be withdrawn orally. If the solicitation authorizes facsimile proposals, proposals may be withdrawn via facsimile received at any time before award, subject to the conditions specified in the provision at 52.215-5, Facsimile Proposals. Proposals may be withdrawn in person by an offeror or an authorized representative, if the identity of the person requesting withdrawal is established and the person signs a receipt for the proposal before award. (4) Unless otherwise specified in the solicitation, the offeror may propose to provide any item or combination of items. (5)Offerors shall submit proposals in response to this solicitation in English, unless otherwise permitted by the solicitation, and in US dollars, unless the provision at FAR 52.225-17, Evaluation of Foreign Currency offers, is included in the solicitation. (6)Offerors may submit modifications to their proposals at any time before the solicitation closing date and time, and may submit modifications in response to an amendment, or to correct a mistake at any time before award. (7)Offerors may submit revised proposals only if requested or allowed by the Contracting Officer. (8)Proposals may be withdrawn at any time before award. Withdrawals are effective upon receipt of notice by the Contracting officer. (d)Offer expiration date. Proposals in response to this solicitation will be valid for the number of days specified on the solicitation cover sheet (unless a different period is proposed by the offeror). (e)Restriction on disclosure and use of data. Offerors that include in their proposals data that they do not want disclosed to the public for any purpose, or used by the Government except for evaluation purposes, shall - (1)Mark the title page with the following legend: This proposal includes data that shall not be disclosed outside the Government and shall not be duplicated, used, or disclosed - in whole or in part - for any purpose other than to evaluate this proposal. If, however, a contract is awarded to this offeror as a result of - or in connection with - the submission of this data, the Government shall have the right to duplicate, use, or disclose the data to the extent provided in the resulting contract. This restriction does not limit the Government's right to use information contained in this data if it is obtained from another source without restriction. The data subject to this restriction are contained in sheets (insert numbers or other identification of sheets); and (2)Mark each sheet of data it wishes to restrict with the following legend: Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal. (f)Contract Award (1) The Government intends to award a contract resulting from this solicitation to the responsible offeror whose proposal(s) represents the best value after evaluation in accordance with the factors and subfactors in the solicitation. (2) The Government may reject any or all proposalsif such action is in the Government's interest. (3) The Government may waive informalities and minor irregularities in proposals received. (4) The Government intends to evaluate proposals and award a contract without discussions with offerors (except clarifications as described in FAR 15.306(a)). Therefore, the offeror's initial proposal should contain the offeror's best terms from a cost or price and technical standpoint. The Government reserves the right to conduct discussions if the Contracting Officer later determines them to be necessary. If the Contracting officer determines that the number of proposals that would otherwise be in the competitive range exceeds the number in at which an efficient competition can be conducted, the Contracting Officer may limit the number of proposals in the competitive range to the greatest number that will permit an efficient competition among the most highly rated proposals. (5) The Government reserves the right to make an award on any item for a quantity less than the quantity offered, at the unit cost or prices offered, unless the offeror specified otherwise in the proposal. (6) The Government may determine that a proposal is unacceptable if the prices proposed are materially unbalanced between line items or sub line items. Unbalanced pricing exists when, despite an acceptable total evaluated price, the price of one or more contract line items is significantly overstated or understated as indicated by the application of cost or price analysis techniques. A proposal may be rejected if the Contracting Officer determines that the lack of balance poses an unacceptable risk to the Government. (7) If a cost realism analysis is performed, cost realism may be considered by the source selection authority in evaluating performance or schedule risk. (8) A written award or acceptance of proposal mailed or otherwise furnished to the successful offeror within the time specified in the proposal shall result in a binding contract without further action by either party. (9) If a post-award debriefing is given to requesting offerors, the Government shall disclose the following information, if applicable: (i)The agency's evaluation of the significant weak or deficient factors in the debriefed offeror's offer; ii)A summary of the rationale for award; iii) and reasonable responses to relevant questions posed by the debriefed offeror as to whether applicable regulations; source-selection procedures if set forth in the solicitation, and other applicable authorities were followed by the agency. (End of Provision) L.2 52.233-2 Service of Protest (Sep 2006) (a) Protests, as defined in section 33.101 of the Federal Acquisition Regulation, that are filed directly with an agency, and copies of any protests that are filed with the Government Accountability Office (GAO), shall be served on the Contracting Officer (addressed as follows) by obtaining written and dated acknowledgment of receipt from CDC/PGO, 2920 Brandywine Road, Atlanta, GA. 30341. [Contracting Officer designate the official or location where a protest may be served on the Contracting Officer.] (b) The copy of any protest shall be received in the office designated above within one day of filing a protest with the GAO. (End of provision) L.3 In accordance with FAR Part 19.708, paragraph (b)(ii) and Clause 52.219-9 Small Business Subcontracting Plan (JAN 2011), (c), the offeror, if a Large Business, is hereby requested to submit the necessary subcontracting plan with the initial proposal. L.4 Inquiries (May 1998) Inquiries concerning the solicitation document should be submitted in writing to the issuing office. Any additions, deletions, or changes to the solicitation will be made by an amendment. OFFERORS ARE INSTRUCTED SPECIFICALLY TO CONTACT ONLY THE SOLICITATON CONTRACTING OFFICE IN CONNECTION WITH ANY ASPECT OF THIS REQUIREMENT PRIOR TO CONTRACT AWARD. PROPOSALS AND ALL CORRESPONDENCE RELATING TO THE SOLICITATION DOCUMENT SHALL BE SUBMITTTED TO THE CONTRACTING OFFICE. Questions and Inquiries should be received at the Contracting Office no later than 13 calendar days or July 18, 2013, 12:00 pm after issuance of the solicitation, and must be submitted via e-mail to jvw0@cdc.gov or hee5@cdc.gov. (End of Provision) L.5 General Instructions (Negotiated)(Jan 2000) (a)Offerors are invited to submit a proposal in response to this solicitation. All proposals will become part of the official file. (b)The following instructions establish the acceptable minimum requirements for the format and content of proposals. (c)Your proposal must be prepared in separate parts as instructed herein. Each part shall be separate and complete in itself so that evaluation of one may be accomplished independently of evaluation of the other(s). The technical proposal (if required) must not contain reference to cost; however, resource information, such as data concerning labor hours and categories, material, subcontract, et., must be contained in the technical proposal so you're your understanding of the Performance Work Statement can be evaluated. The technical proposal (if required) must disclose your technical approach in sufficient detail to provide a clear and concise presentation that addresses, but is not limited to, the requirements of the technical proposal instructions. (d) The proposal must be signed by an official authorized to bind your organization. You must submit 1 electronic copy of your proposal to CDC/PGO via email to jvw0@cdc.gov and hee5@cdc.gov. Subject: (Company Name) Proposal to RFP:# 2013-N-15012: (e) Offerors are requested to submit proposals, to the maximum extent possible, on high grade white paper which can be recycled, if submitting via surface mail. You must submit 4 hard copies of your proposal to CDC/PGO point of contact at the address below: Attn: Nina Waters 2920 Brandywine Road, MS K-69 Atlanta, Georgia 30341 Solicitation No. 2013-N-15012 Proposals must be submitted by the Closing Date on Page 1 of the RFP 2013-N-15012. The electronic files must be compatible with MS office 2003 and Adobe 8.0. (f)Facsimile proposals are not authorized unless this solicitation incorporates FAR 52.215-5, Facsimile Proposals, in Section L. (g)The Government will evaluate proposals in accordance with the evaluation criteria set forth in Section M, Evaluation Factors for Award. (End of Provision) L.6 Technical Proposal Instructions Technical Proposal. The technical proposal should be in enough detail to reflect a clear understanding of the nature of the work being undertaken and should address each of the Technical Evaluation Criteria in Section M. Your proposal must be prepared in three separate parts as instructed herein. (Volume I, Technical Proposal, Volume II, Business Proposal (Cost), and Volume III, Past Performance Information.) Each part shall be separate and complete in itself so that evaluation of one may be accomplished independently of evaluation of the other(s). The technical proposal must not contain reference to cost; however, resource information, such as data concerning labor hours and categories, material, subcontracts, etc., must be contained in the technical proposal so that your understanding of the Statement of Work can be evaluated. The technical proposal (if required) must disclose your approach in sufficient detail to provide a clear and concise presentation that addresses, but is not limited to, the requirements of the technical proposal instructions. L.7 Length of Technical Proposal The technical proposal should succinctly address the PWS at Section C and the evaluation criteria at Section M.5. THE TECHNICAL PROPOSAL MUST NOT EXCEED 50 SINGLE-SPACED, SINGLE-SIDED, STANDARD 8 1/2 X 11 INCH PAGES OF 12 CHARACTERS PER INCH TYPE, EXCLUDING APPENDICES AND RESUMES OF KEY PERSONNEL. THE TECHNICAL PROPOSAL SHOULD "STAND ALONE" WITH THE APPENDICES USED ONLY FOR CLARIFYING OR BACK UP INFORMATION. (End of Provision) L.8 Business Proposal Instructions a. The Business Proposal shall be separate from the Technical Proposal and shall be comprised of the following elements: The offeror must submit a cost/price detail that is based on the offeror's technical proposal directly associated with the PWS. The itemized price and the rationale for significant categories should be furnished as follows: (1)Direct Labor: At a minimum, the staffing plan included in the technical proposal shall be included in the business proposal, along with the proposed hourly rate for each proposed labor category. (2)Materials and Services: Provide a consolidated priced summary of individual material quantities anticipated to be needed in performance of the contract and basis for pricing (vendor quotes, invoice prices, etc.). (3) Subcontracted Items (if applicable): Conduct price analyses of all subcontractor proposals, Conduct cost analyses for all cost reimbursement type subcontracts. Include these analyses as part of your own cost submissions for subcontracts (see FAR Subpart 44.2 for information required to support a request for subcontract consent); (4) Travel: Provide the cost of travel including destination, duration, purpose, per diem, transportation, and the basis for the proposed costs. A copy of your corporate travel policy shall be submitted with your proposal if travel costs have been proposed. Contractor shall be reimbursed in accordance with the Federal Travel Regulations. (5) Other Direct Costs (ODC): Provide a breakdown of all other costs not otherwise included in the categories listed above, e.g. computer services, consultant services, photocopying costs) and provide the basis for these proposed costs; (6) Indirect Costs: Provide information regarding any indirect rates, such as G&A, that will be applied to items such as travel and ODC's. Provide a copy of your current approved indirect cost rate agreement, including location and application of indirect cost rates to this proposal *including major subcontracts). (b)Accounting System In the event you do not have a Government approved accounting system and/or have never had a Government cost reimbursement contract, the following is required (include major subcontracts) to be submitted with your proposal: Description of your present accounting system and any changes contemplated as a result of your proposal; Make-up or basis for the indirect cost rate(s) you propose in response to the RFP; Current financial statement (balance sheet and/or profit and loss statement for the last two years). (c)Other Administrative Data Your proposal must stipulate that it is predicated upon all the terms and conditions of this RFP. In addition, it must contain a statement to the effect that it is firm for a period of at least 60 days from the date of receipt of the Government; List name and telephone number of person to contact regarding your proposed accounting system; Your proposal must list any current commitments with the Government relating to the work or services and indicate whether these commitments will or will not interfere with the completion of work and services as contemplated under this proposal. Your proposal must identify any former HHS employee to be utilized on this project by providing the individual's name when employed by HHS, where employed, and the capacity in which employed; Your proposal must indicate whether you have the necessary financial capacity, working capital, and other resources to perform the contract without assistance from any outside source. (If not, indicate the amount required and the anticipated source.). (End of Clause) Section M - Evaluation Factors For Award FAR SOURCE TITLE AND DATE M.1 52.217-5 Evaluation of Options (Jul 1990) Except when it is determined in accordance with FAR 17.206(b) not to be in the Government's best interests, the Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement. Evaluation of options will not obligate the Government to exercise the option(s). (End of Provision) M.2 Past Performance Evaluation (Adjectival Rating System) (Jan 2000) Past performance information will be evaluated in the following manner: (a) Each offeror shall be evaluated on its past performance under current and prior contracts performed within the last five years. By past performance, the Government means the offeror's record of conforming to specifications and to standards of good workmanship; the offeror's record of forecasting and controlling costs; field data collection; survey participant response rate; the offeror's adherence to contract schedules and terms, including the administrative aspects of performance; the offeror's reputation for reporting and project management; the offeror's reputation for reasonable and cooperative behavior and commitment to customer satisfaction; and generally, the offeror's business-like concern for the interest of the customer and the degree of quality of deliverables and performance. (b) The Government will focus on information that demonstrates quality of performance for health data collection services similar to the size and complexity of the NHANES program. Vendors must demonstrate experience in their proposed technical approach. (End of Provision) M.3 Technical Strength More Important than Cost/Price (Jan 2000) Offerors are advised that in proposal evaluation paramount consideration will be given to technical proposals rather than to cost or price unless, as a result of technical evaluations, proposals are judged to be essentially equal, in which case cost or price shall become the determining factor. In turn, where the Government determines competing proposals to be essentially equal (based on both technical merit and cost/price), past performance will become the deciding factor in making the source selection for award. A cost analysis will be performed on the cost proposal. Additionally, cost/price will be evaluated on the basis of cost realism which is defined as the offeror's ability to project costs which are reasonable and indicate that the offeror understands the nature and extent of the work to be performed. Discussions, if held, will be conducted only with those offerors determined to be within the competitive range. Award shall be made to that responsible offeror submitting the proposal (cost and non-cost factors) determined to be the most advantageous and the best value to the Government as evaluated under the criteria described in this Section. (End of Clause M.4 Basis for Award Offerors are advised that award will be made to that offeror whose proposal provides the combination of features that offers the best overall value to the Government. In accordance with FAR 15.101-1, the tradeoff process will be used by the Government to consider awards to other than the lowest priced offer or other than the highest technically rated offer. This process will permit the Government to make trade off among costs or price and non-cost factors and allow the Government to accept other than the lowest priced proposal. In making this determination, the Government is more concerned with obtaining performance capability superiority rather than lowest overall cost, however, the government will not make an award at a significantly higher overall cost to the Government to achieve only slightly superior performance. Overall cost to the Government may become the ultimate determining factor in contract award as proposals become more equal based on the other factors, notwithstanding the information relative to past performance stated under M.1. M.5 Evaluation of Offers The Government will perform a qualitative technical review of proposals. The technical proposal will be scored against the evaluation criteria described below. Each factor shall be weighted as shown. The total number of possible points is 100. M.5 a Organizational Description: 10 points Description of the offeror's organization, including but not limited to: a) the type of the company that will be contracting with the government; b) what qualifies the company to be considered for this program; c) the size, mission, and primary business/activity of the company; d) if the offeror's proposal includes other team members (i.e. subcontractors); the strengths and weaknesses of each team member and/or subcontractor, their role in the project, and the rationale for including them; and relevant work and accomplishments of all team members. This criterion will be evaluated according to its soundness, practicality, and feasibility of the offeror's Description of the Organization to support the technical complexity of the project. M.5.b Technical Approach and Capabilities: 40 points The successful offeror's proposal in this area shall demonstrate an understanding of the size and complexity of the NHANES program and all the associated concerns. It should demonstrate an understanding of and plans for the implementation of all aspects of the program as described in the statement of work. Include a description of the approach to be used; improvements proposed; organizational assets to be deployed; access to other subject matter experts as needed; ability to leverage experience and knowledge of health personnel, staff and company resources in all contract related areas. This criterion will be evaluated according to its soundness, practicality, and feasibility of the offeror's Technical Approach and Capabilities to support the technical complexity of the project. M.5.c. Personnel Qualifications: 30 points The successful offeror's proposal should list the names, credentials, experiences, roles, and relevant qualifications of all key personnel that will contribute to the proposing, planning, and operation of the contractor's efforts in relation to the NHANES contract. Proposed staff must have experience in the offeror's technical approach. Additionally, the offeror should indicate how it intends to recruit and retain highly qualified staff for the contract. This should include detailed plans relative to maximizing staff retention, staff training and education, and other program concerns. This criterion will be evaluated according to its soundness, practicality, feasibility, and Qualifications of the Personnel proposed to support the technical complexity of the project. M.5.d Project Management Approach: 20 points The successful offeror should describe in detail the approach and plan for accomplishing the proposed work, ongoing improvements, organizational assets to be employed, contract transition approach, tools, and techniques proposed to ensure objective, credible, timely, and high quality work. Include a description of the organizational structure and project team that links labor/staff to activities. Include key methodologies, critical reviews for the Government, integration strategies, organizational considerations, transition management, milestones, risk mitigation strategies, level and nature of co-investment by other organizations or the contractor, and an estimated transition timeline showing interim and final milestones. If your team consists of subcontractors, your proposal should describe how management and control of these team members will be accomplished. This criterion will be evaluated according to its soundness, practicality, and feasibility of the offeror's project management approach to support the technical complexity of the project. TOTAL 100 Points ATTACHMENT J1 NHANES SUGGESTED STAFFING POSITIONS Position Qualifications/Credentials Duties Advance Team Supervisor Contract survey manager with media training; strong oral and written communication skills; abrupt travel assignments require flexible (travel) work schedule; bilingual preferred Introduces survey to community officials and leaders via meetings and other correspondence; identifies and pursues clinic placement site; sets up service provider needs; initiates medical referral network; requests written and oral survey endorsements Advance Team Support Contractor support staff position; computer proficient; proven oral and writing skills; general administration skills background Assists the advance team supervisor and HQ administrative support staff with follow up correspondence to obtain medical referral contact information; handles contracts and keeps records for clinic permits, leases, and utility deposits Assistant Program Manager Experience in project development from inception to completion, Collects and analyses data through interviews, surveys, focus groups, literature searches, web scans and database analytics. Has expertise in the management and control of funds and resources using complex reporting mechanisms, demonstrated capability in managing multi-task contracts and/or subcontracts of various types and complexity. Education: Bachelor's degree in health services research, public health, social science, business plus 2 years of relevant experience. Provides management responsibilities in assigned functional area and program. Provides technical, and administrative direction for personnel including the review of work products for correctness, adherence to the design concept and to user standards, and for progress in accordance with schedules. Coordinates CDC officials to ensure problem resolution and user satisfaction. Formulates statements of management, scientific and business problems, and devises procedures for solution of problems. Apply analytical skills, performs required analysis of requirements, and conceives alternative approaches and solutions. Meets with task-level Contracting Officers Technical Representative (COTR) or technical monitor and other cognizant personnel to review requirements, discuss Behavioral Scientist Education: Master's degree in behavioral science, health education public health plus 4 years of relevant experience. Provides expertise in dealing with the behavioral aspects of public health issues. Participates in the design and conduct of studies to isolate and define the behavioral aspects contributing to public health issues and problems. Develops strategies and programs to address the behavioral component of public health issues, including educational campaigns to raise awareness. Evaluates public health program effectiveness by measuring and assessing the extent of behavioral change. Documents program accomplishments and recommends changes in policy, program operations, and resource levels to improve effectiveness. Biostatistician Education: Master's degree in statistics or mathematics plus 2 years of relevant experience. Specializes in the application of statistics to epidemiological studies, laboratory studies, prevention research and other selected forms of studies/research conducted by CDC. Requires thorough knowledge and use of commercial statistical software packages. Experience with sample size calculations and methodologies. Knowledge of surveillance and case-control study design and analysis. Experience with a variety of different groups in various disciplines. Thorough understanding of statistical methods including, but not limited to, linear, logistic and conditional logistic regression models, as well as, survey statistics. Clinic Manager Experienced supervisor with medical background is preferred; B.S. degree; bilingual staff is essential; full-time travel position Oversees daily clinic data collection staff operations; directs clinic flow and verifies all components are completed for each examinee; distributes remuneration, preliminary ROF and initial referrals as needed; serves as the safety officer during clinic hours (in the absence of PHMO/PHN) Collection Technician Technician should possess similar experience as an interviewer: a strong background in face-to-face people skills; bilingual staff preferred Collects specimens at the household (tap water, dust, etc.), processes and packages specimens for shipment to the lab(s) Computer Programmer Education: Bachelor's degree in computer science plus 4 years of relevant experience. Provides high level expertise in developing complex software applications involving new technologies, methods, concepts or approaches. Proficient in the use of statistical packages such as SASS and SPSS. Based on functional and conceptual design specifications, develops diagrammatic plans and design logic required to implement computer programs, IT systems and procedures in support of technical, administrative and information management functions and operations. Analyzes specifications for such factors as type of extent of information to be processed, designs detailing logic flow diagrams and program code instructions. Verifies accuracy and validity of programs by preparing sample test data and test plans; corrects program errors, modifies programs when required by changes in procedures and reports desired. Database Administrator Education: Bachelors' degree and 4 years of relevant experience. Installs and modifies various database applications. Provides direction to workstation operators Evaluates, designs and maintains existing or proposed complex database systems; analyzes user needs and recommends solutions. Prepares specifications and database diagrams for implementation of existing database designs. Dentist Education: DDS/DMD in Dentistry required. Must be licensed to practice dentistry in at least one US jurisdiction (any one of the 50 states or the District of Columbia); minimum of 2 years of clinical practice experience preferred. Conducts oral health examinations which may include assessments for dental caries, periodontal disease, and other oral-related conditions and cranio-facial diseases. Responsible for following the prescribed study protocols and mandated infection control guidelines. May perform other dental-related assessments or collect biologic specimens as prescribed. Performs QA/QC activities; and is responsible for the set-up, tear-down and general operations of the oral health examination room. Dietary Interviewer Education: Bachelor's degree with at least 12 hours in nutrition Bilingual in English and Spanish Conducts interview of dietary recall using food models and probing techniques Engineer Education: Bachelor's degree Engineering 4 years of relevant experience. Responsible for the day to day performance of engineering projects and tasks as defined and specified by senior engineer. Performs all phases of installation, administration, maintenance and operations. Performs diagnostics, tests, and preventive maintenance (PM). User training in operations, equipment and systems. Epidemiologist Education: Master's degree in public health plus 4 years of relevant experience. Oversee public health programs, including statistical analysis, health care planning, surveillance systems, and public health improvement. Investigate diseases or parasites to determine cause and risk factors, progress, life cycle, or mode of transmission. Plan and direct studies to investigate human or animal disease, preventive methods, and treatments for disease. Equipment Specialist Specialized training on medical equipment; travel required Oversees biomedical equipment maintenance, replacement, and calibration; manages service contracts; sets up equipment at start of stand and prepares equipment for travel to next location; handles clinic site logistics as needed Evaluation Specialist Education: Master's degree in public health, social science or health science plus 4 years of relevant experience. Assists in the design of data collection instruments for collecting qualitative and quantitative data via focus groups and interviews. Assists in the analysis of data for reporting and making recommendations for program changes or improvements. Develops reports and supporting documentation. Typical assignments require developing detailed plans, goals, and objectives for the long-range implementation and developing criteria for evaluating the effectiveness of the program. The employee identifies best practices and advises organizational leadership on how they could be adopted in other programs. Identifies and analyzes issues, problems, and challenges facing the program; formulates and evaluates possible courses of action for resolving them; draws conclusions based on relevant facts; and recommends solutions to organizational leadership. Field Director (Experienced) managerial position with a long-established (face-to-face) interviewing background; skilled in production management Education: BA/BS degree; press-friendly and media trained; full-time travel position Supervises all field staff and site activities; conducts daily conferences with interviewers to assign casework, discuss production, and guide efforts in refusal conversion; reviews daily reports to monitor screening/interviewing/examination progress Field Manager Managerial position; face-to-face interviewing background; detail-oriented, structured yet flexible; full-time travel position Back up and assistant to Field Director; oversees field office activities (including questionnaire edits, screener validation, and petty cash audits); manages daily administrative needs (banking, payroll, reporting schedule, etc.); re-trains field personnel as needed Health Interviewer (located on Mobile Examination Center) Education: Bachelor's degree in a social science (e.g. psychology, sociology, etc.) Bilingual in English and Spanish Conducts health interview using Computer Assisted Personal Interview (CAPI) and instructs and assists survey participant in use of Audio Computer Assisted Self-Interview (ACASI) Health Technician Education: Associate's degree in allied health profession (e.g. nursing. Certification in radiology preferred Bilingual in English and Spanish preferred Perform variety of health exams (e.g. anthropometry, vision), calibrate equipment, explain to survey participants the data collection protocols and perform data collection protocols as specified. Set-up and shut down equipment and start and end of data collection. Some data collection tasks require positioning of a survey participant as part of the data collection protocol Home Examiner Clinic medical technologist trained as a field interviewer; strong people skills; bilingual staff essential; full-time travel position As needed, the medical technologist will travel by car to conducts all components of the clinic exam in the home setting; "cold call visits" to the household will require refusal conversion skills Interviewer Experienced interviewer with a strong background in face-to-face people skills; bilingual staff preferred; full-time travel position Travels by car to sampled homes to introduce survey, conducts screeners, questionnaires, and appoints participants to the exam IT/Data Systems Manager Individual will work closely with study staff, statisticians, systems developers, programmers and analysts; primary responsibility is to oversee technical support of field operations A bachelor's degree is desired with at least 5 years of data management experience. Qualified applicants should have educational and work experience in: (1) data cleaning and editing activities such as running database queries; performing data reviews, resolving discrepancies, and establishing editing rules; (2) specifying data management procedures system requirements; (3) creating and maintaining metadata; (4) defining data dictionaries; (5) testing software including the writing of test plans, test cases, and testing scripts; (6) performing detailed data quality activities and defining QA reporting requirements; (7) participating in coding; Excellent verbal and written communication as well as organizational, analytical, and multitasking skills are required; Previous experience in developing procedures, writing data management plans and specifications, working with large databases, and SAS and SQL programming is a strong plus Applicants must be available to work 40 hours per week including day, evening, and weekend hours, and have a valid driver's license (and use of an insured vehicle) Lister Detail-oriented individual to be trained by survey management staff; travel required; part-time travel position Travels by car to sampled segments to perform hand listing; writes reports summarizing observations Medical Technologist ("Super Tech") Education: AA in Medical Technology required, B.S. in Medical Technology preferred, with at least 1 year of experience as MT or MLT, and bench experience in the last 2 years; Phlebotomy experience preferred. Must be M.T. or M. L. T. Certified from the ASCP or NCA ; And, current licensure in state of residence, if required by state law Conducts medical measurements including height/weight, body measures, blood pressure, and spirometry. Lab: Performs complete blood counts; processes blood and urine samples, performs QC activities and records results; packages and ships specimens to lab(s); assists/backs up phlebotomist as needed Phlebotomist ("Super Tech" minus lab processing responsibilities) Education: High school diploma; certification from ASCP or NCA, NPA, or ASPT; minimum1 year phlebotomy experience (150-200 Blood Draws) on all ages, 1+ Bilingual in English and Spanish preferred Conducts medical measurements including height/weight, body measures, blood pressure, and spirometry. Lab: Performs venipuncture; assists medical technologists as needed (including printing labels, labeling tubes, performing QC activities, maintaining laboratory inventory) Professional Administrative Support (HQ) Computer proficient; proven oral and writing skills; bilingual preferred High School diploma plus 2 years of applied and relevant experience. Manages travel logistics and documentation for advance trips; oversees mass mailings and letter campaign; prepares household case assignment material and Lister maps, assists with medical referral system implementation, sets up service provider needs, inputs listing addresses/census demographic information etc., assists in business correspondence, prepares documents and reports, including spreadsheets and presentations. At times trains other employees in office operations. Professional Administrative Support (Field- local hire) Computer proficient; proven oral and writing skills; bilingual preferred High School diploma plus 2 years of applied and relevant experience. Data entry (i.e., edits and prints letters and certificates); sorts and files study documentation; answers phone calls; manages daily mailings, assists in business correspondence, prepares documents, schedules and monitors appointments, supports field interviewer activities, manages field petty cash, checks emails, performs research relevant to on-site field operations Program Director/Deputy Expertise in the management and control of funds and resources using complex reporting mechanisms, demonstrated capability in managing multi-task contracts and/or subcontracts of various types and complexity. Education: Bachelor's degree in business or accounting plus 10 years of relevant experience. Organizes, directs and manages support services for all activities covered by this contract. Severs as the contractor's authorized interface with the Government Contracting Officer (CO), the contract level Contracting Officer's Technical Representative (COTR), government management personnel and customer agency representatives. Obtains staff for subordinate personnel; serves as a liaison among contractor's corporate management, program managers and CDC's program directors/managers. Has ultimate responsibility for contractor resources and the accomplishment of all tasks assigned under this contract. Authorized to negotiate and make binding decisions on behalf of the company, including signatory authority. Responsible for formulating and enforcing work standards, assigning contractor schedules, reviewing work discrepancies, supervising contractor personnel and communicating policies, purposes, and goals of the organization to subordinates. Shall be responsible for the overall contract performance and shall not serve in any other capacity under this contract. Program Manager Expertise in the management and control of funds and resources using complex reporting mechanisms, demonstrated capability in managing multi-task contracts and/or subcontracts of various types and complexity. Education: Bachelor's degree in health services research, public health social science, business, plus 4 years of relevant experience. Serves as Program Manager for a large, complex program with centralized and task orders support requirements. Manages substantial information technology contract support operations including multiple projects. Organizes, directs, and coordinates planning and production of all the contractor's support activities. Demonstrated experience for oral and written communications with all levels of management for planning and control of projects. Interfaces with CDC management personnel, CDC contracts staff, and other cognizant CDC officials. Capable of meeting in conference with CDC project managers and stating problems in a form capable of being solved. Formulates and reviews project plans, determines cost, and ensures conformance to work standards. Responsible for formulating and enforcing work standards, assigning contractor schedules, reviewing work discrepancies, supervising contractor personnel and communicating policies, purposes, and goals of the organization to subordinates. Assigns, schedules, and reviews work of subordinates. Shall be responsible for the overall task orders performance and shall not serve in any other capacity under this contract. Public Health Analyst Education: Master's degree in public health, social science, health services research plus 4 years of relevant experience. Integrates knowledge and experience of public health programs and policies to provide guidance on cross cutting procedural and multilayered and multifaceted policy issues to other components of the agency and other governmental agencies; resolve problems, modify procedures; develop and interpret complex policies to meet new and novel conditions; and defend public health policies before representatives of other governmental agencies, State and local governments, private industry, academia, consumer organizations, Congress, and the scientific community. Actions taken and solutions devised cut across the bureau or agency. Designs, oversees, implements, and conducts major scientific surveys/studies or projects to identify and solve public health problems. Identifies and analyzes public health issues and their impact on operations that are critical to the public health community at large. Develops and or uses innovative methodologies and techniques. Searches, synthesizes and interprets information relevant to public health. Reviews and analyzes studies and projects assessing major and or sensitive public health issues in order to make recommendations. Public Health Medical Officer (PHMO) Education: MD preferably with a MPH; supervisory experience; travel required Bilingual in English and Spanish preferred While in the field, oversees QA/QC exam activities; reviews results of CBC and consults with examinees regarding out-of-range preliminary exam results; provides referrals as needed Public Health Nurse Consultant (PHN) Education: MS or MSN with research or ICU experience; supervisory experience; travel required While in the field (and in the absence of the PHMO), oversees QA/QC exam activities; reviews results of CBC and consults with examinees regarding out-of-range preliminary exam results; provides referrals as needed Radiologic Technician Registered on American Registry of Radiologic Technologists Performs DXA scans or imaging exams, and other data collection tasks requiring certified radiologic training or allied health background (e.g. nursing). Some data collection tasks require positioning of a survey participant as part of the data collection protocol Research Assistant Education: Master's degree in health services research, public health, social science, laboratory science, policy science or economics plus 2 years of relevant experience. Assists in the design development, and implementation of studies to analyze key research questions related to project outcomes and effectiveness. Has working knowledge of various research designs and quantitative/qualitative methods. Participates in on-site data collection. Participates in the analysis of research findings. Research Scientist Education: Master's degree in health services research, public health, social science, laboratory science, policy science or economics plus 4 years of relevant experience. Designs, develops and implements studies to analyze key research questions related to project outcomes and effectiveness. Has working knowledge of and expertise with various research designs and quantitative/qualitative methods. Analyzes research findings and makes recommendations for future research needs. Typical assignments require developing detailed plans, goals, and objectives for the long-range implementation and developing criteria for evaluating the effectiveness of the program. The employee identifies best practices and advises organizational leadership on how they could be adopted in other programs. Identifies and analyzes issues, problems, and challenges facing the program; formulates and evaluates possible courses of action for resolving them; draws conclusions based on relevant facts; and recommends solutions to organizational leadership. Senior Architect Specialized experience and design work, documentation and best practices. Responsible for: Architecture design, Topology, classification taxonomies, governance, workflows, Business Intelligence, training. Experience with the logical and physical functional, operational, and technical architecture of large and complex information systems. Consult with customers to identify and implement requirements. Assess new and relevant technologies. Prepare and update documentation and define proper business processes. General experience includes enterprise level systems engineering, analysis, and design. Senior Behavioral Scientist Education: Doctoral degree in behavioral science plus 4 years of relevant experience. Provides authoritative and professional expertise in dealing with the behavioral aspects of public health issues. Leads the design and conduct of studies to isolate and define the behavioral aspects contributing to public health issues and problems. Leads the development of strategies and programs to address the behavioral component of public health issues, including educational campaigns to raise awareness. Leads the evaluation of public health program effectiveness by measuring and assessing the extent of behavioral change. Documents program accomplishments and recommends changes in policy, program operations, and resource levels to improve effectiveness. Senior Biostatistician/Statistician Education: Master's degree in statistics or mathematics plus 6 years' experience. Doctoral degree preferred. Project lead for the application of statistics to epidemiological studies, laboratory studies, prevention research and other selected forms of studies/research conducted by CDC. Requires thorough knowledge and use of commercial statistical software packages. Experience with sample size calculations and methodologies. Knowledge of surveillance and case-control study design and analysis. Carries out effective statistical methodology and strategies necessary for the creation, completion and analysis of epidemiology or research projects. Experience with a variety of different groups in various disciplines. Thorough understanding of statistical methods including, but not limited to, linear, logistic and conditional logistic regression models, as well as, survey statistics. Develops sampling methods, survival analysis, spatial analysis and non-parametric methods. Senior Computer Programmer Education: Bachelor's degree plus 10 years of relevant experience. Defines and implements specifications for complex programs/applications or modifies/maintains existing complex program. Proficient in the use of statistical packages such as SASS and SPSS. Supervises information systems and technology personnel, use of structured analysis, design methodologies and design tools, object oriented principles. Evaluates, designs and maintains existing or proposed complex systems; analyzes user needs and recommends solutions. Prepares specifications and flowcharts for implementation of new and/or modifying existing systems. Senior Engineer Education: Master's degree Engineering and 10 years relevant work experience Establishes and maintains policies and criteria regarding architecture and engineering design practice and technology, systems, products, and materials based on the program objectives. Develops project plans and schedules, tracks and reports plans against actual performance. Manages the overall project including the planning, design, installation, maintenance, management and coordination of the entire task. Experience in construction management includes planning, design, development, evaluation and operation of principles, models and processes. Experience in the design, fabrication, measurement and operation of devices, including heating, ventilation and air conditioning equipment and systems, products and processes are produced and/or manufactured. Supervises engineers in the day to day performance of project objectives. Evaluates and reports personnel progress according to customer approved plan. Senior Epidemiologist Education: Doctoral degree in public health plus 2 years of relevant experience. Oversee public health programs, including statistical analysis, health care planning, surveillance systems, and public health improvement. Investigate diseases or parasites to determine cause and risk factors, progress, life cycle, or mode of transmission. Plan and direct studies to investigate human or animal disease, preventive methods, and treatments for disease. Senior Evaluation Specialist Education: Doctoral degree in behavioral science, public health, social science, health science plus 4 years of relevant experience. Designs data collection instruments for collecting qualitative and quantitative data via focus groups and interviews. Analyzes data for reporting and making recommendations for program changes or improvements. Develops reports and supporting documentation. Typical assignments require developing detailed plans, goals, and objectives for the long-range implementation and developing criteria for evaluating the effectiveness of the program. The employee identifies best practices and advises organizational leadership on how they could be adopted in other programs. Identifies and analyzes issues, problems, and challenges facing the program; formulates and evaluates possible courses of action for resolving them; draws conclusions based on relevant facts; and recommends solutions to organizational leadership. Senior Public Health Analyst Education: Doctoral degree in health services research, public health, social science, laboratory science, policy science or economics plus 2 years of relevant experience. Serves as a leading authority and integrates knowledge and experience of public health programs and policies to provide guidance on cross cutting procedural and multilayered and multifaceted policy issues to other components of the agency and other governmental agencies; resolve problems, modify procedures; develop and interpret complex policies to meet new and novel conditions; and defend public health policies before representatives of other governmental agencies, State and local governments, private industry, academia, consumer organizations, Congress, and the scientific community. Actions taken and solutions devised cut across the bureau or agency. Senior Research Scientist Education: Doctoral degree in health services research, public health, social science, laboratory science, policy science or economics plus 2 years of experience. Leads the design, development and implementation of studies to analyze key research questions related to project outcomes and effectiveness. Has working knowledge of and expertise with various research designs and quantitative/qualitative methods. Analyzes research findings and makes recommendations for future research needs. Typical assignments require developing detailed plans, goals, and objectives for the long-range implementation and developing criteria for evaluating the effectiveness of the program. The employee identifies best practices and advises organizational leadership on how they could be adopted in other programs. Identifies and analyzes issues, problems, and challenges facing the program; formulates and evaluates possible courses of action for resolving them; draws conclusions based on relevant facts; and recommends solutions to organizational leadership. Senior Survey Scientist Education: Doctoral degree health services research, public health, social science plus 2 years of relevant experience. Conduct surveys and collect data, using methods such as interviews, questionnaires, focus groups, market analysis surveys, public opinion polls, literature reviews, and file reviews. Determine and specify details of survey projects, including sources of information, procedures to be used, and the design of survey instruments and materials. Monitor and evaluate survey progress and performance, using sample disposition reports and response rate calculations. Prepare and present summaries and analyses of survey data, including tables, graphs, and fact sheets that describe survey techniques and results. Produce documentation of the questionnaire development process, data collection methods, sampling designs, and decisions related to sample statistical weighting. Develops, selects, adapts, and employs qualitative and quantitative methods, procedures and systems for assessing the efficiency and effectiveness of programs; program policies, practices and procedures; and program-level administrative operations, processes and mechanisms. Uses qualitative and quantitative methods to assess progress toward program goals and objectives. Prepares reports and briefs to program or higher-level leadership which convey study results and recommendations. Designs, oversees, implements, and conducts major scientific surveys/studies or projects to identify and solve public health problems. Identifies and analyzes public health issues and their impact on operations that are critical to the public health community at large. Develops and or uses innovative methodologies and techniques. Subject Matter Expert Education: Bachelor's degree in health services research, public health, social science, laboratory science, policy science or economics and 4 years of relevant experience. Master's degree preferred. Serves as subject matter expert possessing in-depth knowledge of a particular area such as policy, behavioral science, epidemiology or public health. Provides technical and applied knowledge in the planning, design and delivery of training materials. Survey Scientist Education: Master's degree in public health, social science, health science plus 4 years of relevant experience. Conduct surveys and collect data, using methods such as interviews, questionnaires, focus groups, market analysis surveys, public opinion polls, literature reviews, and file reviews. Determine and specify details of survey projects, including sources of information, procedures to be used, and the design of survey instruments and materials. Monitor and evaluate survey progress and performance, using sample disposition reports and response rate calculations. Prepare and present summaries and analyses of survey data, including tables, graphs, and fact sheets that describe survey techniques and results. Produce documentation of the questionnaire development process, data collection methods, sampling designs, and decisions related to sample statistical weighting. Develops, selects, adapts, and employs qualitative and quantitative methods, procedures and systems for assessing the efficiency and effectiveness of programs; program policies, practices and procedures; and program-level administrative operations, processes and mechanisms. Uses qualitative and quantitative methods to assess progress toward program goals and objectives. Prepares reports and briefs to program or higher-level leadership which convey study results and recommendations. Designs, oversees, implements, and conducts major scientific surveys/studies or projects to identify and solve public health problems. Identifies and analyzes public health issues and their impact on operations that are critical to the public health community at large. Develops and or uses innovative methodologies and techniques. Task / Data Manager Education: Bachelor's degree in health services research, public health, social science, business plus 4 years of relevant experience. Serves as task/data manager for large and small, complex task orders (or a group of task orders) management personnel. Responsible for the overall management of the specific task order(s) and ensuring that the requirements and schedules in the task order are being fully supported in a timely manner. Organizes, directs, and coordinates estimating, planning, conducting, producing, monitoring, and reporting of all the support activities. Assigns, schedules, and reviews work of subordinates. Plans, directs, controls, schedules, coordinates, and organizes utilization and management of tasks and projects. Evaluates alternatives for more efficient and effective accomplishment of work; establishes procedures, and develops documentation. Interfaces with CDC management personnel, CDC technical monitors and staff, and other cognizant CDC officials. Escalates problems in accordance with established procedures. Expertise in completing project tasks and reporting. Experience in the collection of qualitative and quantitative data through various sources and methods such as interviews, focus groups, literature reviews, database queries. Training Specialist Education: Bachelor's degree in education, health services research, public health, social science, laboratory science, policy science, economics plus 2 years of experience. Develops all instructor and student materials. Trains personnel by conducting formal classroom courses, workshops, or seminars. Develops, implements, and maintains training scenarios, approaches, objectives, plans, tools, aids, curriculums, and other state of the art technologies related to training and behavioral studies. Supervisory Staff (HQ) State government study director Oversees daily study operations; frequent travel to meet with community leaders/advocacy groups and conduct on-site tours; manages materials development, etc. Telecomm/IT Support Certification with a background in telecommunications and IT Oversees and maintains field computer equipment and local database; available on-call for trouble-shooting emergency field equipment repairs; sets up and packs computer and network equipment for travel to next site; works with local utility company to establish telecommunication services (including local phone lines, 800 line, and computer hookups) ATTACHMENT J2 QUALITY ASSURANCE SURVEILLANCE PLAN (QASP) 1.0 Introduction 1.1 Since this is a Performance-Based Contract, the Government must effectively validate in a timely manner the performance of the Contractor in meeting the services required. This QASP provides a systematic surveillance method for the services, and describes the methodology by which the Contractor's performance will be monitored. 1.2 The principal focus of the surveillance system is the Contractor's performance in providing the services identified in the Performance-based Matrix. The CPARS contractor performance assessment addresses the following areas: Quality of Product or Services, Schedule, Cost Control, Business Relations, Management of Key Personnel, Utilization of Small Business, and Other Areas. These Other Areas may address the indicators identified in the Performance-Based Matrix at paragraph C.6 of the Performance Based Performance Work Statement (PBPWS). Therefore, the QASP surveillance standards are identical to those in paragraph VI. See Attachment 1 for a description of CPARS Ratings. 1.3 The task order will be surveilled with this Quality Assurance Surveillance Plan (QASP). 1.4 The plan will use the Contractors Performance Assessment Reporting System (CPARS) to electronically process interim and final contractor performance assessments at www.cpars.gov. At a minimum, interim contractor performance assessments will be conducted every 12 months until the end of the contract. CPARS allows the Contracting Officer's Representative or Contracting Officer, to report Contractor and subcontractor performance on a national, easily accessible database. It requires the Contracting Officer to review the database prior to approving the use of a Contractor to insure that the Contractor or subcontractor has done a good job in the past. As a result, it is anticipated that CPARS should help motivate the Contractor, wishing future work in the Federal sector, on the current contract toward superior performance. 1.5 For the purpose of this plan, The Centers for Disease Control and Prevention consider the FAR Clause 52.246-4 Inspection of Services -Fixed-Price and FAR Clause 52.246-5 Inspection of Services-Cost-Reimbursement to meet the FAR Part 37.601 criteria for establishing a procedure for reduction of price or fee of a contract. 1.6 This QASP: 1.6.1 Identifies the service and products that will be measured. 1.6.2 Establishes the specific standards of performance for each required output. 1.6.3 Establishes the responsibilities for performing the measurement. 1.6.4 Defines the Government role in overseeing the performance. 1.6.5 Provides for feedback to the Contractor regarding quality, quantity, and timeliness of the service outputs. 1.6.6 Establishes timeframes for communicating performance improvements 2.0 Methods of Surveillance: 2.1 The Performance-Based Matrix at paragraph C.6 lists the services to be monitored and the standards to be applied. 2.2 This QASP is based on the premise the government desires to maintain a quality standard for publication and dissemination technical support services. 2.3 The Contractor, and not the government, is responsible for management and quality control actions to meet the terms of the contract. The role of the government is quality assurance to ensure contract standards are achieved. 2.4 In this contract the Contractor quality control program is the basis for service quality. The Contractor is required to only deliver publication and dissemination technical support services that conform to the requirements of the contract. 3.0 Roles and Responsibilities: 3.1 The Contractor's primary responsibility is to ensure all requirements are met at the required quality level. The Government shall ensure this responsibility has been met before payment is made to the Contractor. The primary Government team members are the Contracting Officers Representative (COR), Technical Monitor (TM), and the Contracting Officer (CO). 3.2 The CO has the overall responsibility for overseeing the Contractor's performance. The CO is responsible for monitoring Contractor performance in the areas of contract compliance, contract management, and the resolution of all issues relative to the language of the contract. 3.3 The COR is responsible for directly monitoring, assessing, recording, and reporting on the technical performance of the Contractor. The COR will have primary responsibility for signing off on all invoices and documenting the inspection and evaluation of the Contractor's performance. 3.4 The COR will work with staff and the Contractor to ensure good communication and resolve any problems not requiring the CO's authority. 4.0 Surveillance: The COR will evaluate the performance objectives through periodic inspections during each service month. See Attachment 2 for a sample of a COR Monthly Evaluation Report. 4.1 The following information will be included: 4.1.1 Contract paragraph number referencing the requirement. 4.1.2 A short description of the requirement being surveilled. 4.1.3 Date, time, and location of surveillance. 4.1.4 Results of surveillance. 4.1.5 Signature of individual accomplishing the surveillance. 4.2 All performance must be documented, whether acceptable or unacceptable. When unacceptable performance is documented, the COR shall take the following actions: 4.2.1 If government actions caused the unacceptable performance, take steps to prevent it in the future. 4.2.2 If the Contractor's performance is unacceptable, inform the Contractor's on site representative of the unacceptable performance and the reasons why it is unacceptable. 4.2.3 If the contractor wants to dispute the results of the surveillance, refer them to the CO for resolution. 4.3 Performance should not be determined unacceptable until all possible contributing factors have been considered. 4.4 For required tasks not shown on the Performance-Based Matrix, the government still retains the right to inspect any item included in the contract. These services will be inspected periodically and the results provided to the CO. 5.0 Standards: All standards in the Performance-Based Matrix must be met. All deliverable dates and other contractual completion dates must also be met. If any of the standards are not met, the Government shall receive consideration from the Contractor for breach of contract. 5.1 Late performance is un-excusable unless the Contractor can justify all of the following: 5.1.1 The delay was not the Contractor's fault. 5.1.2 The delay was not forseeable. 5.1.3 It was beyond the Contractor's control to avoid the delay. 5.2 All work shall be performed in accordance with the PBPWS. The COR shall not consider the services complete until all deficiencies have been corrected. 5.3 The COR shall determine whether the failure was a minor non-conformance or a substantive non-conformance. (See Attachment 4 for the decision matrix on non-conforming deliverables.) 6.0 Procedures: The Government will inspect performance requirements to ensure contractor compliance and record results of inspection, noting the date and time of inspection. Unacceptable performance and complaints shall be referred to the CO for investigation and validation. The CO will investigate and validate the unacceptable performance and/or customer input. The Contractor shall be given a reasonable amount of time after notification to correct the unacceptable performance and report to the CO that the deficiency has been corrected. If deficiencies are not corrected, the COR will notify the CO and recommend a course of action. 7.0 Contract Performance Evaluation 7.1 FAR subpart 42.15 - Contractor Performance Information establishes the Government responsibility for recording and maintaining contractor performance information. This requirement does not apply to procedures used in determining incentive awards or other incentive systems, although the two systems should be mutually supporting. 7.2 FAR subpart 42.1501 - Past Performance Information is relevant information for future source selection purposes, regarding a contractor's actions under previously awarded contracts. It includes, for example, the contractor's record of conforming to contract requirements and to standards of good workmanship; the contractor's record of forecasting and controlling costs; the contractor's adherence to contract schedules, including the administrative specs of performance; the contractor's history of reasonable and cooperative behavior and commitment to customer satisfaction; and generally, the contractor's business-like concern for the interest of their customers. 7.3 The general procedures to be used are addressed in the following FAR section. All contractor performance assessments will be initiated and processed through CPARS. 42.1503 Procedures: (a) Agency procedures for the past performance evaluation system shall generally provide for input to the evaluations from the technical office, contracting office and, where appropriate, end users of the product or service. (b) Agency evaluations of contractor performance prepared under this subpart shall be provided to the contractor as soon as practicable after completion of the evaluation. Contractors shall be given a minimum of 30 days to submit comments, rebutting statements, or additional information. Agencies shall provide for review at a level above the CO to consider disagreements between the parties regarding the evaluation. The ultimate conclusion on the performance evaluation is a decision of the contracting agency. Copies of the evaluation, contractor response, and review comments, if any, shall be retained as part of the evaluation. These evaluations may be used to support future award decisions, and should therefore be marked "Source Selection Information". 7.4 The CPARS contractor performance assessment will be completed at least annually and more frequently if necessary to motivate or reward the contractor. 7.5 PERFORMANCE -BASED MATRIX National Health and Nutrition Examination Survey (NHANES) Desired End Result Feature(s) of end result to be Monitored (Indicator). Required performance level for each feature (Standard). Quality Assurance Incentives/Payment-Quality Link 1.Kick-Off Mtg. 2.Transition Plan 3. The contractor shall effectively manage the gathering / assembling of scientific info /and data collection which is relevant / pertinent to contract objectives 4. The contractor shall ensure that all deliverables meet compliance and submission requirements. 5. The contractor shall manage / facilitate processes related to dissemination of materials via the web, electronic media, print and other vehicles 6. MonthlyActivity Report 7. PSU Cost Estimate 8. Project-Specific Cost Estimate 9. Estimated and Actual Number of Participants per PSU 10. Project Staffing 11.Project Milestones & Schedule 12.Cost Management of Contract 13.Property Accountability Timeliness Timeliness Accuracy Timeliness Accuracy Timeliness Accuracy Accuracy Timeliness Accuracy,timeliness, and correlation with Invoice Accuracy of Estimate Timeliness Accuracy of Estimate Timeliness Timeliness Accuracy Response Rate organized by PSU Current Qualified Sufficient. Timeliness Accuracy Accuracy Consistent Timeliness Accuracy Timeliness Within 10 Business Days After Award Draft Plan with Proposal. Final within 30 calendar days after contract award. All Informational gaps are identified All Information is scientifically accurate All Information is current 100 % adherence to organizational / agency schedules and submission /compliance requirements Content is submitted IAW scheduled due dates in Section F. To be delivered IAW delivery schedule in Section F. All Products are to be scientifically accurate and the information current. All Reports are submitted in accordance with Section F. 90 Days Prior to commencement of PSU Data Collection Prior to commencement of specific projects. Project cost within 10% of estimate. Updated daily (see Section C, particularly V.D.3 - V.D.6) 100% Adherence to Staffing requirements Currency of expertise. Personnel possess necessary knowledge, skills and abilities to perform work. Sufficient number of personnel to accomplish the mission 100 % Adherence to Schedule in Section F. Work, completed, reviewed and delivered in a timely manner. Notifies customer in advance of potential problems 100% Adherence to need to manage cost. Open communications regarding cost changes. Timely submission of invoices. Participation in the CDC annual property inventory with 100% of CAP/GFP accountability Customer Observations Customer Observations Surveillance system will be customer observations and contract terms and conditions. Surveillance system will be customer observations and contract terms and conditions Surveillance system will be customer observations and contract terms and conditions Surveillance system will be customer observations and contract terms and conditions. Surveillance system will be customer observations Surveillance system will be customer observations and contract terms and conditions Surveillance system will be customer observations and contract terms and conditions Surveillance system will be customer observations and contract terms and conditions in Section F. Surveillance system will be customer observations and contract terms and conditions. Surveillance system will be customer observations and contract terms and conditions. Inventory Results and Customer Observations 1. Positive incentives: a. Contractor performance evaluated using the automated Contractor Performance Assessment Reporting System (CPARS). The evaluation will be considered when future AGENCY contract selections are made. 2. As prescribed in 46.304, insert the following clause:52.246-4 Inspection of Services - Fixed-Price (Aug. 1996) (a) Definition: "Services," as used in this clause, includes services performed, workmanship, and material furnished or utilized in the performance of services. (b) The Contractor shall provide and maintain an inspection system acceptable to the Government covering the services under this contract. Complete records of all inspection work performed by the Contractor shall be maintained and made available to the Government during contract performance and for as long afterwards as the contract requires. (c) The Government has the right to inspect and test all services called for by the contract, to the extent practicable at all times and places during the term of the contract. The Government shall perform inspections and tests in a manner that will not unduly delay the work. (d) If the Government performs inspections or tests on the premises of the Contractor or a subcontractor, the Contractor shall furnish, and shall require subcontractors to furnish, at no increase in contract price, all reasonable facilities and assistance for the safe and convenient performance of these duties. (e) If any of the services do not conform to contract requirements, the Government may require the Contractor to perform the services again in conformity with contract requirements, at no increase in contract amount. When the defects in services cannot be corrected by reperformance, the Government may - (1) Require the Contractor to take necessary action to ensure that future performance conforms to contract requirements; and (2) Reduce the contract price to reflect the reduced value of the services performed. (f) If the Contractor fails to promptly perform the services again or to take the necessary action to ensure future performance in conformity with contract requirements, the Government may - (1) By contract or otherwise, perform the services and charge to the Contractor any cost incurred by the Government that is directly related to the performance of such service; or (2) Terminate the contract for default. (End of Clause) 3. Payment is linked to quality through FAR 52.246-5 Inspection of Services-Cost-Reimbursement. As prescribed in 46.305, insert the following clause in solicitations and contracts for services, or supplies that involve the furnishing of services, when a cost-reimbursement contract is contemplated: Inspection of Services-Cost-Reimbursement (Apr 1984) (a) Definition. "Services," as used in this clause, includes services performed, workmanship, and material furnished or used in performing services. (b) The Contractor shall provide and maintain an inspection system acceptable to the Government covering the services under this contract. Complete records of all inspection work performed by the Contractor shall be maintained and made available to the Government during contract performance and for as long afterwards as the contract requires. (c) The Government has the right to inspect and test all services called for by the contract, to the extent practicable at all places and times during the term of the contract. The Government shall perform inspections and tests in a manner that will not unduly delay the work. (d) If any of the services performed do not conform with contract requirements, the Government may require the Contractor to perform the services again in conformity with contract requirements, for no additional fee. When the defects in services cannot be corrected by re-performance, the Government may- (1) Require the Contractor to take necessary action to ensure that future performance conforms to contract requirements; and (2) Reduce any fee payable under the contract to reflect the reduced value of the services performed. (e) If the Contractor fails to promptly perform the services again or take the action necessary to ensure future performance in conformity with contract requirements, the Government may- (1) By contract or otherwise, perform the services and reduce any fee payable by an amount that is equitable under the circumstances; or (2) Terminate the contract for default. (End of clause) Attachment 1 CONTRACTORS PERFORMANCE ASSESSMENT REPORTING SYSTEM (CPARS) RATINGS Block 18a - Quality of Product or Service. Assess the Contractor's conformance to contract requirements, specifications and standards of good workmanship (e.g. commonly accepted technical, professional, environmental, or safety and health standards). MANDATORY. • For example: Are reports/data accurate? Does the product or service provided meet the specifications of the contract? Does the Contractor's work measure up to commonly accepted technical or professional standards? Assess the degree of Government technical direction required to solve problems that arise during performance. • For Operations Support: Assess how successfully the Contractor meets program quality objectives such as ability to produce, reliability, maintainability and ability to inspect. The Assessing Official must be flexible in how Contractor success is measured; e.g. using data from field reliability and maintainability and failure reports, user comments and acceptance rates, and scrap and rework rates. These quantitative indicators may be useful later, for example, in source selection evaluations, in demonstrating continuous improvement, quality and reliability leadership that reflects progress in total quality management. Assess the Contractor's control of the overall production process to include material control, shop planning and control, and status. Block 18b - Schedule. Assess the timeliness of the Contractor against the completion of the contract, task orders, milestones, delivery schedules, and administrative requirements (e.g. efforts that contribute to or effect the schedule variance). MANDATORY. • This assessment of the Contractor's adherence to the required delivery schedule should include the Contractor's efforts during the assessment period that contributes to or effect the schedule variance. This element applies to contract closeout activities as well as contract performance. Instances of adverse actions such as the assessment of liquidated damages, or issuance of Cure Notices, Show Cause Notices, and Delinquency Notices are indicators of problems which may have resulted in variance to the contract schedule and should therefore be noted in the evaluation. Block 18c - Cost Control (Not required for Firm Fixed Price or Firm Fixed Price with Economic Price Adjustment). Assess the Contractor's effectiveness in forecasting, managing, and controlling contract cost. MANDATORY. • For example, does the Contractor keep within the total estimated cost (what is the relationship of the negotiated costs and budgeted costs to actuals)? Did the Contractor do anything innovative that resulted in cost savings? Were billings current, accurate and complete? Are the Contractor's budgetary internal controls adequate? Block 18d - Business Relations. Assess the integration and coordination of all activity needed to execute the contract, specifically the timeliness, completeness and quality of problem identification, corrective action plans, proposal submittals, the contractor's history of reasonable and cooperative behavior (to include timely identification of issues in controversy), customer satisfaction, timely award and management of subcontracts. MANDATORY Include, as applicable, information on the following: • Is the contractor oriented toward the customer? • Is interaction between the contractor and the government satisfactory or does it need improvement? • Include the adequacy of the contractor's accounting, billing, and estimating systems and the contractor's management of Government Property (GFP) if a substantial amount of GFP has been provided to the contractor under the contract. • Address the timeliness of awards to subcontractors and management of subcontractors, including subcontract costs. Consider efforts taken to ensure early identification of subcontract problems and the timely application of corporate resources to preclude subcontract problems from impacting overall prime contractor performance. • Assess the prime contractor's effort devoted to managing subcontracts and whether subcontractors were an integral part of the contractor's team. Block 18e - Management of Key Personnel (For Services and Information Technology Business Sectors only - Not Applicable to Operations Support).. Assess the Contractor's performance in selecting, retaining, supporting, and replacing, when necessary, key personnel. MANDATORY. • For example, how well did the Contractor match the qualifications of the key position, as described in the contract, with the person who filled the key position? Did the Contractor support key personnel so they were able to work effectively? If a key person did not perform well, what action was taken by the Contractor to correct this? If a replacement of a key person was necessary, did the replacement meet or exceed the qualifications of the position as described in the contract schedule? Block 18f - Utilization of Small Business. FAR Subpart 19.7 and 15 U.S.C. 637 contains statutory requirements for complying with the Small Business Subcontracting Program. Assess whether the contractor provided maximum practicable opportunity for Small Business (including Alaska Native Corporations (ANCs) and Indian Tribes) (including Small Disadvantaged Businesses (which also includes ANCs and Indian Tribes), Women Owned Small Businesses, HUBZone, Veteran Owned, Service Disabled Veteran Owned Small Business, Historically Black Colleges and Minority Institutions and ANCs and Indian Tribes that are not Small Disadvantaged Businesses or Small Businesses) to participate in contract performance consistent with efficient performance of the contract. Assess compliance with all terms and conditions in the contract relating to Small Business participation (including FAR 52.219-8, Utilization of Small Businesses and FAR 52.219-9, Small Business Subcontracting Plan (when required). Assess any small business participation goals which are stated separately in the contract. Assess achievement on each individual goal stated within the contract or subcontracting plan including good faith effort if the goal was not achieved. It may be necessary to seek input from the Small Business specialist, ACO or PCO in regards to the contractor's compliance with these criteria. For DoD in cases where the contractor has a comprehensive subcontracting plan, request DCMA Comprehensive Subcontracting Plan Manager to provide input including any program specific performance information. For contracts subject to a commercial subcontracting plan, the Utilization of Small Business factor should be rated "satisfactory" as long as an approved plan remains in place, unless liquidated damages have been assessed by the contracting officer who approved the commercial plan (see FAR 19.705-7(h)). In such case, the Utilization of Small Business area must be rated "unsatisfactory". This area must be rated for all contracts and task orders that contain a small business subcontracting goal. Ratings for the Utilization of Small Business evaluation area will be in accordance with the definitions described below. Ratings for the other CPAR evaluation areas will be in accordance with the ratings described in Block 18 Evaluation Areas. In accordance FAR 19.705-2(e) a contract may have no more than one subcontracting plan. Evaluations of the Utilization of Small Business are required for contracts and orders placed against basic ordering agreement (BOA) and blanket purchase agreement (BPA) if a subcontracting plan is required. Evaluations of Utilization of Small Business for single-agency task orders and delivery orders (to include FSS) are not required and shall not be accomplished unless the contracting officer determines that such evaluations would produce more useful past performance information for source selection officials than that contained in the overall contract evaluation. Execution of any subcontracting plan may be addressed in block 20. • Exceptional. Exceeded all negotiated subcontracting goals or exceeded at least one goal and met all of the other negotiated subcontracting goals for the current period. Had exceptional success with initiatives to assist, promote, and utilize small business (SB), small disadvantaged business (SDB), women-owned small business (WOSB), HUBZone small business, veteran-owned small business (VOSB) and service disabled veteran owned small business (SDVOSB). Complied with FAR 52.219-8, Utilization of Small Business Concerns. Exceeded any other small business participation requirements incorporated in the contract, including the use of small businesses in mission critical aspects of the program. Went above and beyond the required elements of the subcontracting plan and other small business requirements of the contract. Completed and submitted Individual Subcontract Reports and/or Summary Subcontract Reports in an accurate and timely manner. Note: To justify an Exceptional rating, identify multiple significant events and state how they were a benefit to small business utilization. A singular benefit, however, could be of such magnitude that it constitutes an Exceptional rating. Ensure that small businesses are given meaningful, innovative work directly related to the project, rather than peripheral work, such as cleaning offices, supplies, landscaping, etc. Also, there should have been no significant weaknesses identified. • Very Good. Met all of the negotiated subcontracting goals in the traditional socio-economic categories (SB, SDB and WOSB) and met at least one of the other socio-economic goals (HUBZone, VOSB, SDVOSB) for the current period. Had significant success with initiatives to assist, promote and utilize SB, SDB, WOSB, HUBZone, VOSB, and SDVOSB. Complied with FAR 52.219-8, Utilization of Small Business Concerns. Met or exceeded any other small business participation requirements incorporated in the contract, including the use of small businesses in mission critical aspects of the program. Endeavored to go above and beyond the required elements of the subcontracting plan. Completed and submitted Individual Subcontract Reports and/or Summary Subcontract Reports in an accurate and timely manner. Note: To justify a Very Good rating, identify a significant event and state how they were a benefit to small business utilization. Ensure that small businesses are given meaningful, innovative work directly related to the project, rather than peripheral work, such as cleaning offices, supplies, landscaping, etc. There should be no significant weaknesses identified. • Satisfactory. Demonstrated a good faith effort to meet all of the negotiated subcontracting goals in the various socio-economic categories for the current period. Complied with FAR 52.219-8, Utilization of Small Business Concerns. Met any other small business participation requirements included in the contract. Fulfilled the requirements of the subcontracting plan included in the contract. Completed and submitted Individual Subcontract Reports and/or Summary Subcontract Reports in an accurate and timely manner. Note: To justify a Satisfactory rating, there should have been only minor problems, or major problems the contractor has addressed or taken corrective action. There should have been no significant weaknesses identified. A fundamental principle of assigning ratings is that contractors will not be assessed a rating lower than Satisfactory solely for not performing beyond the requirements of the contract. • Marginal. Deficient in meeting key subcontracting plan elements. Deficient in complying with FAR 52.219-8, Utilization of Small Business Concerns, and any other small business participation requirements in the contract. Did not submit Individual Subcontract Reports and/or Summary Subcontract Reports in an accurate or timely manner. Failed to satisfy one or more requirements of a corrective action plan currently in place; however, does show an interest in bringing performance to a satisfactory level and has demonstrated a commitment to apply the necessary resources to do so. Required a corrective action plan. Note: To justify Marginal performance, identify a significant event that the contractor had trouble overcoming and how it impacted small business utilization. A Marginal rating should be supported by referencing the actions taken by the government that notified the contractor of the contractual deficiency. • Unsatisfactory. Noncompliant with FAR 52.219-8 and 52.219-9 and any other small business participation requirements in the contract. Did not submit Individual Subcontract Reports and/or Summary Subcontract Reports in an accurate or timely manner. Showed little interest in bringing performance to a satisfactory level or is generally uncooperative. Required a corrective action plan. Note: To justify an Unsatisfactory rating, identify multiple significant events that the contractor had trouble overcoming and state how it impacted small business utilization. A singular problem, however, could be of such serious magnitude that it alone constitutes an Unsatisfactory rating. An Unsatisfactory rating should be supported by referencing the actions taken by the government to notify the contractor of the deficiencies. When an Unsatisfactory rating is justified, the contracting officer must consider whether the contractor made a good faith effort to comply with the requirements of the subcontracting plan required by FAR 52.219-9 and follow the procedures outlined in FAR 52.219-16, Liquidated Damages-Subcontracting Plan. NOTE 1: Plus or minus signs may be used to indicate an improving (+) or worsening (-) trend insufficient to change assessment status. NOTE 2: For subcontracting plans under the DoD Comprehensive Small Business Subcontracting Plan (Test Program), DFARS 252.219-7004, the ratings entered in CPARS shall mirror those assigned by the Defense Contract Management Agency who is responsible for monitoring such plans. NOTE 3: Generally, zero percent is not a goal unless the Contracting Officer determined when negotiating the subcontracting plan that no subcontracting opportunities exist in a particular socio-economic category. In such cases, the contractor shall be considered to have met the goal for any socio-economic category where the goal negotiated in the plan was zero. Block 18g - Other Areas. Specify additional evaluation areas that are unique to the contract, or that cannot be captured elsewhere on the form. More than one type of entry may be included, but should be separately labeled. If extra space is needed, use Block 20. If the contract contains an award fee provision, enter "award fee" in the "Other Areas" block (18g). The Assessing Official should translate the award fee earned to adjective ratings, which could prove more useful for using past performance to assess future performance risk in upcoming source selections. If award fee information is included in the CPAR, use block 20 to provide a description for each award fee. Include the scope of the award fee by describing the extent to which it covers the total range of contract performance activities, or is restricted to certain elements of the contract. If any other type of contract incentive is included in the contract (excluding contract shareline incentives on fixed price or cost-type contracts), it should be reported in a manner similar to the procedures described above for award fee. Use Block 18g in those instances where the Assessing Official believes strongly, either positively or negatively, regarding an aspect of the Contractor's performance, but cannot fit that aspect into any of the other blocks on the form. Attachment 2 CONTRACTING OFFICERS REPRESENTATIVE (COR) EVALUATION REPORT 1.0 Contract paragraph number(s): (identify the contract paragraph surveilled) 2.0 Review interval: (indicate the review period covered by this report) 3.0 Date of the report: 4.0 Contact Information: (identify the name and phone number of the individual to contact for follow-up information on the report) 5.0 Recommendations:(identify the high priority recommendations for this report period; use a supporting document to supplement this summary information) 6.0 Current interval QA activities: (describe the major quality assurance activities accomplished during this reporting period) 7.0 Planned activities for the next review period: (describe planned activities for the next review interval) 8.0 Risk assessment and trends:(describe the observed and identified risk areas within the project and the trend of that risk (improving, worsening, no change) as well as impacts of the risks; identify the steps or action to address the trends) 9.0 Outstanding QA issues: (describe the new and unresolved issues from previous reports) Attachment 3 NONCONFORMING DELIVERABLES DECISION MATRIX -FIRM FIXED PRICE/COST REIMBURSEMENT MINOR NONCONFORMANCE IF THEN CONSIDERATION Consideration would be less than the cost of modifying the contract Accept as is (once) None Note performance in report Consideration would be greater than the cost of modifying the contract Accept as is (once) Consideration comparable to the value of the loss sustained by the Government Note performance in report MAJOR NONCONFORMANCE IF THEN CONSIDERATION The contractor agrees to correct the deliverable (or re-perform the service) within the delivery schedule Withhold acceptance until receipt of the corrected deliverable Cost to re-inspect or retest. Delete profit from rate per hour for corrected work. Note performance in report The contractor agrees to correct the deliverable (or re-perform the service) but needs an extension of the delivery date Withhold acceptance until receipt of the corrected deliverable Cost to re-inspect or retest. Delete profit from rate per hour for corrected work. Note performance in report. Acceptance: ~ would not affect safety or performance and ~is justified on the basis of economy or urgency Accept as is Note performance in report The contractor refuses to make repair or provide appropriate consideration Either: ~Correct the product or service through other means (contract or in-house), or ~Terminate for default and reprocure Contractor to pay all costs for the correction or reprocurement Note performance in report
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Place of Performance: Address: At 15 different Primary Sampling Units (PSUs) yearly. The States/Sites included in this solicitation are Hypothetical NHANES PSU Sites. If the sites (states) are changed for PSU Locations for Year 1, the vendor receiving award of the contract will be notified of changes immediately after award and before starting work so that a revised proposal can be provided for any changes made by the Program Office. This pattern will be repeated throughout the period of performance for Locations that may change for the additional seven (7) years of data collection., NOTICE TO ALL POTENTIAL VENDORS:, A site visit has been planned as follows:, Place: 10800 Metcalf Avenue, Overland Park, KS 66210, Date: July 16, 2013, Time: 9:00 a.m. - 12:00pm, It is incumbent upon the interested parties to review this site for any updates/amendments., United States
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