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DEPARTMENT OF HEALTH & HUMAN SERVICES Office of the Secretary

Washington. 0 . C 20201

Case No. 2005-0373RE

April 4,2007

Sent by Federal Express (No. 8560 8277 9420)


Melanie Sloan
Citizens for Responsibility and Ethics in Washington
1400 Eye Street, NW
Suite 450
Washington, DC 20005

Dear Ms. Sloan:

This is our fourth release'of records responsive to your January 1 1,2005, Freedom of
Information Act (FOIA) request for the Department of Health and Human Services
(HHS) contracts and contacts with public affairs firms from January 1, 200 1.

Enclosed you will find approximately 694 pages of records which originated in the
National Institutes of Health (NIH). I have determined to withhold portions of some of
the released pages under FOIA exemption (b)(4) and (b)(6).

The NIH is continuing its review of the contract records responsive to this request, and it
is our intent to continue to produce said contracts on a rolling basis.

The enclosed records include contracts/purchase ordersltask orders and Statements of


Work. I have enclosed a list of the records which identifies the records by the parties
involved (both the NIH institute and the company) and the contract number. Please
review the enclosed records and indicate the contracts for which you wish to receive
related records of contacts. Please reference all three identifiers for the contracts for

1 The initial release of approximately 2,708 pages was sent on November 16,2006. The second release of
approximately 3,266 pages was sent on January 24,2007. The third release of 71 7 pages was sent on
February 27,2007; although, the letter was inadvertently dated February 20, 2007.
which you want records of contacts. Your response should be sent to:

Adam D. Kirschner
Trial Attorney
U.S. Department of Justice
Civil Division, Federal Programs Branch
P.O. Box 883
washington, D.C. 20044
Telephone (202) 353-9265

Exemption (b)(4) permits the withholding of commercial or financial information that was
obtained from a person outside the government and that is privileged or confidential. The
material withheld includes taxpayer identification numbers, estimated reimbursable costs,
labor hours costs, and indirect cost rates.

Exemption (b)(6) permits the withholding of personal privacy information. The


information withheld includes the names of lower level employees.

If you have reason to believe that the information withheld should not be exempt from
disclosure, you may appeal. Your appeal should be mailed within 30 days from the date
of this letter, to the Deputy Assistant Secretary for Public Affairs (Media), US
Department of Health and Human Services, 330 C Street, SW, Room 5416, Mary E.
Switzer Building, Washington, DC 20201. Clearly mark both the envelope and your
letter "Freedom of 1nfoAation Act Appeal."

Robert Eckert
Director
FOIIPrivacy Acts Division
Office of Public Affairs
FOIA 2005-0373

NIH records provided on April 4,2007

National Institute of Allergy and Infectious Diseases

Company Name ContractIP.0. Number Number of Pages

Brogan & Partners QJB40001


Burgess Communications 1R300 109
Image Media Services, Inc. QJB60001
Matthews Media Group, Inc. NO1 -AO-60020
Matthews Media Group, Inc. N01-AO-82723
Matthews Media Group, Inc. NO 1-AO-9273 1
Mediacross (sic), Inc. QJB60001
Media Cross, Inc. QJB4000 1
Ogilvy Public Relations 263-01-D-0150
The Iris Group 1R300108

National Cancer Institute

Company Name ContractIP.0. Number Number of Panes

Banyan Communications
Hager Sharp
Hager Sharp, Inc.
Hager Sharp, Inc.
Hager Sharp, Inc.
Matthews Media Group
Matthews Media Group
Matthews Media Group
Matthews Media Group
Porter Novelli
Vocus Inc.
Vocus In.

Clinical Center

Company Name I.D. Number No. of Pages


Macro International Inc. QDV30034 48
Matthews Media Group 263-MM-3 18209 3
Matthews Media Group 269-MM-4069 17 2
Matthews Media Group 269-MM-4 16 138 2
Matthews Media Group 269-MM-407326 2
Matthews Media Group 269-FM-3 10326 3
,. ,

POIA 2005-0373

National Institute of Diabetes and Digestive


and Kidnev Diseases

Company Name I.D. Number No. of Panes

Hager Shape, Inc. N02-DK-7-2927


Hager Shape, Inc. NO 1-DK- 1-2488
Ogilvy Public Relations N02-DK-4-2766
Worldwide

National Institute of Mental Health

Company Name I.D. Number No. of Panes

Equals Three NO1-MH-12014 35


Communications
CI.16 h o . < ' 3 9 $ - ~15
;
- --

AMENDMENT OF SOLlClTATlONlMODlFlCATlON OF CONTRACT


2. AMENDMENTIMODIFICATION NO.
1
/3. EFFECTIN
f-- f
-
411 212004~-
Y L.
I 1. CONTRACT ID CODE
I
REQUISITION 1 P U R C H A S E R E Q N 3
: QJB40001
PAGE OC ~ 4 ~ :

, 5 PRSjE3N3
--.
! i : arl;,;;:.r
/
s

'
-----. .- . .
6. ISSUEDBY CODE ; i7. ADMINISTERED B Y (If other than Item 6 ) CODE
National Institute of Environmental Health scienc&T; /,:'ti - I k j@V@No. 0990-0115
.

Acquisitions Management BranchlOM IDEITW C. LUNNEY


P.O. Box 12874 - .
,, ., . ,.-, !,/(919)
. .. .
541-0387
Research Triangle Park, NC 27709 .&... , ' . ;:.: . .
: , , -,) I

8. NAME AND ADDRESSOF


C~RTRACTO~?(NO.
streel, city, counry. State a n d Z!/P Code) / (X) j9A. AMENDMENT OF SOLICITATION NO.
I I
Brogan & Partners
1001 Winstead Dr., Suite 355 j - I
-
Cary, NC 27513 ! i9B. DATED (SEE ITEM 7 7)
i ! -
-- - Attn: Jim Tobin j / 1 0 ~ ~. ~ O D ~ F I C ~ TOFI OCONTRA~T:ORDER
N riz
i
1
' X 1 273-03-1-01061 IR-300106
1 / 1 0 ~ DATED
. (SEE ITEM 13)
CODE /FACILITY CODE 1 812 112003 1 -
11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS
r;
The above numbered sollotat~onIS amended as set forth ln Item 14. The hour and dale speofied for receipt of Offers
-
' I IS exlenoed.
-
: I IS not erlendec
-
L_! - i
Gffers must acknowledge recelpt of lhls amendment pnor to the hour and date specified In h e sol~cllatlonor as amended, by one of the following methods

(a) By complet~ngItems 8 and 15, and relumlng COPIes of the amendment: (b) By acknowledging recelpt of this amendment on each copy of me offer subm~tl€d.
or
- .
_(c) By separate lelter or telegram which Includes a reference to the soltdlallon and amendmenl numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT . -.-
THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER II by nnue
of I ~ I S amendment you deslre to change an offer already submllted, such change may be made by telegram or letter, provlded each lelegran or lener makes reference to tne
S0i1CiDtl0nand mls amendment. and IS recelved pnor to the openlng hour and dale specified.
-- -
12. ACCOUNTING AND APPFiOPRlATlON DATA(1f required)
--
EIN.
by CAN: 48335649 OC: 252V Current Obligation: $ 50,000.00
.,. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTSIORDERS. - -.-;'--.--.- i

IT MODIFIES THE CONTRACTIORDER NO.,AS DESCRIBED IN ITEM 14. --


(x) ,A THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Speofy aufhorrty) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER NO. IN ITEhf 10A.

!
45 THE kBO?'E NLIMBERED CONTRACTIORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGEVsuch as &anges m payng ofice appmonafron dale elc SET FORTH IN
' ITEM 14 PURSUANT TO THE AUTHORITY OF FAR 43 103(b)
--
THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORIW OF
/C

-
I -
1D OTHER iSpeufy fype of rnodrlical~onand aulhonly)
X FAR 52.217-9 Option to Extend the Term of the Contract (MAR 2000)
-
E. IMPORTANT: Contractor is n o t , is required t o sign this d o c u m e n t and return' 2
coples t o the issuing o f f i c e .
14. DESCRIPTION OF AMENDMENTIMODIFICATION (Organized by UCF secbon h e a d i n g s , including solicitation/contract s u b j e c t matter where feasibie.)
The Purpose of this modification is: -
. .
. - -
- - . 1) T o Exercise Option Year 1
, 2) To allocate funds for the Option Year
3) To summarize the impact on the contract award and obligation summary

Except a s provided herein, all terms and conditions of the document referenced i n Item 9A or 10A. a s heretofore changed, remains unchanged and I n full force and effect
--
15A. NAME AND TITLE OF SIGNER (Type orpnnt) 116A. NAME AND TITLE OF CONTRACTINGOFFICER (Type or

L.LL%
C\7.%k AJ ?& a Lunney, contract in^ Officer
! ~ e i t r C.

R S N 7540 - 0 1 - 152 - 8070 STANDARE


FORM 30(REV. 10-83)
PREVIOUS EDITION U N U S A B L E Prescribed by GSA
FAR (48 CFR) 53.243
-. - - _ _
AMENDMENT OF SOLlClTATlONlMODlFlCATlON OF CONTRACT 1 CONTRACT ID CODE -
PAGE CF F;;Es
-
- -- ---

CONTRACT # : 273-03-1-0106 1 IR-300106 Brogan & Partners


MODIFICATION # 01

1) Contract # IR300106for Advertlslng LL Med~aServlces for NlAlD-IS hereby modified to extend the term of the contract for
twelve (12) months from April 12, 2004 through April 11, 2005.

2) Funds In the amount &$50,000.00 are allocated for the period Aprll 12, 2004 through Aprll 1 1 , 2005 by reason of thts
mod~f~catlon

The parties hereby mutually agree that the full force and effect of all provisions of this modification is as follows:

a. The expiration date of August 31, 2004 is changed to April 11, 2005 by reason of this modifiation.

b. The contract amount of $50,000.00 is hereby changed to $100,000.00, which reflects an increase of
$50,000.00 by reason of this modification.

3) Summary for Clarification Purposes: Awarded Allocated


Prior to this Modification No. 1 $ 50,000.00 $ 50,000.00
Changed per this Modification No. 2 50,000.00 -- 50,000.00
CurrentlNew Totals: $100,000.00 $100,000.00

Completion Date: April 11, 2005

All Other Terms and Conditions Remain Unchanged.

............................................................... END OF MODIFICATION............................................................

- -
NSN 7540 01 152 8070 - CONTINUATION PAGE STANDARD FORM 3O(REV. 10-83)
PREVIOUS EDITION UNUSABLE Prescribed by GSA
FAR (48 CFR) 53.243
.. + -

AMEIVDMEIVT OF SOLICITATION / MODIFICATION OF CO"TRkCTIDCOCE Die: ;;:;;::

CONTRACT i ! I
L

2 AMENDMENTlMOOlFlCATlON NO

2 1 3 EFFECTIVE DATE

May I,2006
4 REOUISITION/PURCHASE R E 0 NO

QJB60004 I
i
1 5 PROJECT 53
I 11: acDt ca3ie:

6 ISSUED BY
Natlonal l n s t l t u t e s
Health.
NIAID, AMOB
10401 Fernwood Road. MSC 4813
Bethesda, MD73817 -'-
- -
of .- .

'
CODE

1 -- --
, y i i l : A 7 1

I -
CODE

I
I
i
/
I

// ni/
I 9A AMENDMENT OF SOLICITATC'J NO

.
8 NAME AND ADDRESS OF CONTRACTOR ( N o , street, coun:y State and ZIP m e )

Brogan 8 Partners A d v e r t i s i n g - 90 DATED lSEE ITEM 11i


C o n s u l t a n c y , Inc
1000 Winstead Dr Suite 355
Gary. NC 27513 1 / .--
IOA tAODlFlCATl@NOF CONTRAC;X.W.FER NO
-

/ lR520006

/
I 105 DATED [SEE ITEM 13)

CODE FACILITY CODE April 26. 2006 .-

11 THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

T h e a b o v e n u m b e r e d s o l t c ~ t a t ~ o1sn a m e n d e d a s s e t forth I n I t e m 14 T h e h o u r a n d d a t e specified tor recelpt o T ~ f f e r s 1s e x t e n a d 0 1s not extenae?


Offerors m u s t a c k n o w l e d g e recelpt o f thts a m e n d m e n t prlor t o t h e hour a n d date specified tn t h e s o l l c l t a t ~ o no r a s a m e n d e d , b y o n e o f t n e following t r ~ e t h o d s ( a ) B y
c o m p l e l ~ n gI t e m s 8 a n d 15, a n d returning c o p l e s o f t h e a m e n d m e n t : (b) B y acknowledging recelpt o f this a m e n a m e n t o n e a c h c o p y o f the offer s u b m l n e d , or ( c )
B y s e p a r a t e letter o r telegram w h l c h Includes a r e f e r e n c e t o t h e s o l ~ c ~ t a t ~
ano dn a m e n d m e n t n u m b e r s F A I L U R E O F Y O U R A C K N O W L E D G E M E N T T O B E R E C E I V E O
A T T H E P L A C E D E S I G N A T E D F O R T H E R E C E I P T O F O F F E R S P R I O R T O T H E H O U R A N D D A T E S P E E l F l E D M A Y R E S U L T I N R E J E C T I O N O F Y O U R O F F E R I!
b y vlrtue o f thls a m e n d m e n t y o u d e s ~ r et o c h a n g e a n offer already submitted. s u c h c h a n g e m a y b e m a d e b y telegram or letter, provtded e a c h t e l e g r a m or l e n e r m a k e s
reference t o t h e s o l ~ c l t a t l o na n d thts a m e n d m e n t . a n d 1s r e c e ~ v e dprlor t o t h e oDenlng hour a n d d a t e spectfled - -
-.
12 ACCOIINTING AND APPR_OPRIATIONDATA (If requtred)
EIN.
- b.t :ode 2 5 . 2 ~ : CAN 68335649 $500,000

13 THlS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTSIORDERS


IT MODIFIES THE CONTRACTIORDER NO AS DESCRIBED IN ITEM 1 4

' A THIS CHANGE ORDER IS ISSUED PURSUANT TO (Speoty Author~ty)THE CHANGES SET FORTHjN ITEM 1 4 ARE MADE IN THE CONTRACT ORDERNO IN ITEM 10A
- - - -- -
j7 B THE ABOVE NUMBERED CONTRACTIORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (sucn as cnanges In paylng offtce a p p r o p n a m da:a, etc ) SET
FORTH IN ITEM 14 PURSUANT TO THE AUTHORITY
-
C TtilS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF

J
E3 I 0 OTHER (Speclfy lyoe ol rnodificar~onan3 aulhortty)
52 ?',-,9 Optton to Extend the Term of tne Contract
E IMPORTANT Contractor IS not, j7 ts required to slgn tnls document and return -copy lo the lssulng oH~ce

14 DESCRIPTION OF AMENDMENTlMODlFlCATlON (Organized By UCF section headlngs tncludtng sol~u:al~oNconlraCISubject rnatler wnere leaslble)

The p u r p o s e o f t h l s modification IS to e x t e n d t h e p e r ~ o do f p e r f o r m a n c e , and t o o b l i g a t e f u n d s p u r s u a n t to FAR Clause 52.217-9 (Option to Extend .


t h e Term of t h e C o n t r a c t ) and NIH-2556 ( O R D E R FOR SUPPLIES OR SERVICES)

Prev~ousC o n t r a c t Obllgatlon. $500,000


Current Amount Obl~qated $500,000
Total C o n t r a c t Amount Funded. $1,000,000 @hanged)
. - -- -.
*. . . . .. .. . .. . -- .-.. -
Per~odof Performance: May 1, 2006 through Apr1l30, 2007 (Changed)

- .- Except as provtded hereln all lerms and condtt~onsof the document referenced In Item 9A or 10A as heretofore changed rernalns unchanged and In full force end effect

15A NAME AND TITLE OF SIGNER (Type or pnnt) 16A NAME AND T!TLE OF CONTRACTING OFFICER [Type or prlnt)

Terrie Nestor, Contracting O f f i c e r

15B CONTRACTORIOFFEROR i 15C DATE SIGNED 168 NlTEO STATES OF AMERICA

(S~gnatureof person aulnorlzea to slgr)


NSN 7540-01-152-8070
PREVIOUS EDITION UNUSABLE
&d%+ 30-105
(S~gnatureof person authorlzec to s~gn)
STANDARD FORM 30 (Rev 10-83)
PresmbW ~y GSL
FAR i 4 B CFR) 53 2 4 3
IR520007, Modification 2 - ;--

Page 7

BEGINNING 1IJITH THE EFFECTIVE DATE OF THE MODIFICATIOK.THE CONTRACT IS HEREB;


MODIFIED AS FOLLOM'S.
- -
1. Pursuant to FAR Clause 52.2 17-9. Option to Extend the Terms of the Contract (hovember 1999). and NIH-
25569RDIEJ FOR SUPPLIES OR SERVICES, Option Year I of the contract is hereb? elerclsed for the
period of May I , 2006 through April 30, 2007.

2. As a result of this modification, the total contract amount is increased by $500,000 from SS00.000 to
$1,000,000. -

.- .
3. - Please refer any questions to LaDonna Stewart. 30 1-45 1-8 1 1 7

ALL OTHER CONTRACT TERMS REMAIN UNCHANGED AND I


N FULL FORCE AND EFFECT
Mark all packages an3 papers with conntrac:
m E
R FOR SUPPLIES OR SERVICES s n u o r order numbers Oh19 N z 0930-pi ' 5
2 Contract no.-.(/!any),
1 Date of order
..
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Please furnish the following on the terms specified on bo:h -
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... , . . . . sides of this order and on the attached sheets, if any, including
.. . delivery as indicated.
(b) DELIVERY. Except for billing instructtons as attached, th~s
delivery order is subject to instructions contained on thls siae
-only of this formand is issued subject to the terms and
conditions of thecontract referenced in Block 2 .
10. Issuing office (Name and phone number of Purchasing Agent to call regarding this order.) . . . .
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17 Classrficat~on 18 Mall lnvolce to 16 (h)
7 Total from
National Institutes of Health conbnuat~on b
SB - Small business
W -Woman-owned Commercial Accounts,, Room B I B32
Room BIB32 pages
OTSB -
Other than small S -Sheltered 31 Center Drive, MSC 2045
Bethesda, MD 20892-2045 16 (1) 1'01 to F
bustness workshop
M -
M~nor~ty-owned I -American Phone number for payment inquiries: 301-496-6088
Grand 5:;j ,.-91: ,0
Ind~an-owned Total
19 FOR BILATERAL AGREEMENTS ONLY (When applrcable, see attached Form NIH 2555-3)
Subrnrt ongrnal a n d one copy o f ~ ~ V O I C ~ ?
Contractor's typed name and t~tle Contractof s signature Date
-See attached rnvoice a n d payment
. . I pmv,sions on F o m NIH 25551.
I
20 Un~tedStates of Arner~ca ,r L- i =? ,
21 Typed PaTe ~ n f l L ~ \ l e g ~ ~ ~ ~ ? e ~ t i r 9 ~ ! e ;: n-~ t I v ~ i
By (srgnature) I : , ! / LI ,-/ d ! g - ~ ~ ~ ; - p,:-
1. i r t (- 4~f f L-.-
NIH 2555 (Rev. 7/96) FRONT
,RDER FOR S U P P ~ I E O
S R SERVICES
I Mark all packages and papers wrVl order andlor contract - Page N i
] numbers. a
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-
16. SCHEDULE Continuation Daty of older
/2- If::.
-- ,Contract no (rt any) - --

tern
No.
Catalog NO Supplies or S e ~ ~ c e s - - -- -'
Quantlty
Unfi -1 -Unrt Price - Amcunt
Ordered
e) (b) (c) (e) (fl (9)
(d)

TtiE FQLLOWIMPS'PEP,3lE:;~jEL. ARE AUTHC~',~ZVJ TO P ~ _ ~ , Cf,F . !.:


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TERM PURCHASE O2DER: ... -... . ., . . - --
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.... . . . . . .- . .,-- - ... . - ... . . --.--
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-
PAGE SUB-TOTAL Carry forward to first page, Itern 16(h)
H 2556 (Rev. 11191)
. . . - - -- ... - ... . .- . . . . . . . . . . . . . . - . -.
STATEMENT OF WORK

SUPPORT CONTRACT
FOR THE OFFICE OF MANAGEMENT EOR NEW INITIATIVES (OMNI),
NATIONAL INSTITUTE OF ALLERGY AND INFECTIOUS DISEASES (NIAID)
. .>--- --. - - - -. --

INTRODUCTION

The mission of the National Institute of Allergy and Infectious Diseases


(NIAID) is to conduct and support research, training, health information
dissemination, and other programs with respect to allergic and immunologic
diseases, disorders, and infectious diseases, including tropical diseases.

To accomplish Institute goals, the NIAID conducts basic and clinical research
in its laboratories in Bethesda, Rockville, Frederick, ~ a r ~ l a nand
d , Hamilton,
Montana and award grants, cooperative agreements and contracts to support
research and research training in institutes throughout the United States.

NIAID anticipates the need to hire several hundred new employees over the
next three years to develop vaccines, therapeuticdrugs, and diagnostic tool% ._
to combat and detect bio-terrorism agents. Therefore, immediate assistance
in outreach services for health-related and/or scientific professionals is
needed to target, acquire, and secure a skilled workforce to increase research
efforts against bio-terrorism.

SCOPE OF WORK

NIAID will contract with media buyers who will assist NIAIDIOMNI
Recruitment staff to:
-

. . .. . . . .. 0.- Research various markets to determine advertising availability that


will coordinate with other outreach and recruitment efforts statewide
- .. and nationally;
Design advertisements when requested;
Conducts in-depth research for special publications that are of interest
to the NIAID mission at no additional costs;
Assists and de\~elopsa media plan quarterly;
Based on the direction of the Project Officer or h i s h e r alternate, the
Contractor(s) has primary responsibility to Administer and monitor
advertisement placement activities including the negotiationfor best
prices with a varietv of advertising media; and track advertisements
placed on a monthly basis.

NIAID will evaluate each media plan and make a determination whether to
procee66ased on funds availability and need. Only the Project Officer and
Alternate Project Officer may authorize the Contractor(s) to proceed ~ 6 t h
placements of advertisements.
-

.- . NIAID Project Officer:

Bridget A. Orloski
National Institutes of Health, NIAID
Office of Management for New Initiatives
6610 Rockledge Drive, Room 2045
Bethesda, MD 20892-6602
(301) 451-4334 e-mail: borloski@niaid.nih.gov
-
A1ternate Project Officer:

Julia Brown
National Institutes of Health, NIAID
Office of Management for New Initiatives
6610 Rockledge Drive, Room 2043
(301) 451-4329 e-mail: jbrown@niaid.nih.gov

NIH will provide the contractor with information on each advertisement and
final advertising copy. This information will include:

The publication(s) in which the advertisement is to appear;


. . The date(s) for theadvertisement to appear; -- ..
- . .. .. - . * The section or editi;n of the publication in which the advertisement is to .
.. -
appear;
- --
The measurements of the advertisement;
Any additional specifications for the advertisement

The contractor(s) shall assist in the design, implementation, administration and


monitoring of print advertising placement activities. Services shall include
production, t~lpesetting,layout, copv preparation, and design. The contractor(s)
is responsible for providing publication deadline dates. Thej. also must provide
all price quotes including production, research, and any other management fees
No additional charges that we not originally quoted for will be authorized for
payment.-Invoices and tear sheets shall include publication, issue date, record of
call number, and the agency. Tear sheets must be submitted along 1 ~ 1 tthe
h
invoice in atimely manner.

The contractor(s) shall assist NIAIDIOMNI in the development of plans and


make recommendations to meet specified objectives. The following shall be
considered:

Strategies for advertising placement in publication that will target the


specified audiences.

Competitive rates in the media that can reach the greatest number of
target populations at the lowest cost. -

Improved recruitment approaches and refined advertising placement


strategies to better fulfill hiring needs.

Under the direction of the Project Officer the contrac-tor may be required to creaie..
.
.

new advertisements formats to reflect predetermined strategies.

The Project Officer will request some specific advertising opportunities and it is
also expected that contractor(s) will present advertising opportunities within 2
business days to the Project Officer for consideration. Contractor(s) will not be
paid if opportunities are not concurred and acted upon by the Project Officer.

The Contractor(s) shall respond to all requests for deadlines, publication dates,
and cost estimates within 48 hours.
-

- - The Contractor(s) shall maEe requested last minute changes to text within 24
hours.
- -

The Contractor(s) shall submit all proofs to the Project Officer for approval prior
to proceed~ngwith the design. The Contractor(s) shall also submit drafts,
lavouts, and photographs to the Project Officer for approval prior to preparing
the final product. The Contractor(s) shall provide at least two alternative designs
The Contractor(s) shall identify advertising related opportunities that-become
known and recommend whether such activities ~ ~ o ' c lbe
l d beneficial to the
outreach efforts of NIAID/OMNI.

The Contractor(s) must provide a monthly report providing the following:


number &.ads placed, size of the ad, location, cost and the positions advertised.

Progress reports shall be provided on a monthly basis. The Project Officer


and/or Alternate Project Officer shall meet with the contractor as often as needed,
but not less than quarterly to review progress and performance.
OR&R -
k 6 SUPPLIES
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CSR-SERJICES
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PAGE SUB-TOTAL Carry fornard to - I) '
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NIH 2Si6 (Rev. 11/91) .
. .
.
STATEMENT OF WORK

SUPPORT CONTRACT
FOR THE OFFICE OF MANAGEMENT FOR NEW7INITIATIVES (OMNI),
NATIONAL INSTITUTE OF ALLERGY AND INFECTIOUS DISEASES (hTI.41D)
- r 7

INTRODUCTION

The mission of the National Institute of Allergy and Infectious Diseases


(NIAID) is to conduct and support research, training, health information
dissemination, and other programs with respect to allergic and immunologic
diseases, disorders, and infectious diseases, including tropical diseases.

To accomplish Institute goals, the NIAID conducts basic and clinical research
in its laboratories in Bethesda, Rockville, Frederick, Maryland,
- d and Hamilton,
Montana and award grants, cooperative agreements and contracts to support
research and research training in institutes throughout the United States.
7

NIAID anticipates the need to hire several hundred new employees over the
next three jrears to develop vaccines, therapeutic drugs, and diagnostic to&
to combat and detect bio-terrorism agents. Therefore, immediate assistance
in outreach services for health-related and/or scientific professionals is
needed to target, acquire, and secure a skilled workforce to increase research
efforts against bio-terrorism.

SCOPE OF WORK

NIAID will contract with media buyers who will assist NIAID/OMNI
Recruitment staff to:
-

- 0- Research various markets to determine advertising availability that


will coordinate with other outreach and recruitment efforts statewide
and nationally;
Design advertisements when requested;
Conducts in-depth research for special publ~cationsthat are of interest
to the NlAID mission at no additional costs;
Assists and develops a media plan quarterly;
Based on the direction of the Project Officer or hislher alternate, the
Contractor(s) has primary responsibility to Administer and monitor
advertisement placement actilvitiesincluding the negotiatiori for best
prices with a varietv of adLrertising media; and track advertisements
placed on a monthly basis.
-

NIAID will evaluate each media plan and make a determination whether to
proceed-based on funds availability and need. Only the Project Officer and
Alternate Project Officer may authorize the Contractor(s) to proceed with
placements of advertisements.
-

NIAID Project Officer:

Bridget A. Orloski
hrational Institutes of Health, NIAID
Office of Management for New Initiatives
6610 Rockledge Drive, Room 2045
Bethesda, MD 20892-6602 -
(301) 451-4334 e-mail: borloski@niaid.nih.gov
A

Alternate Project Officer:

Julia Brown
National Institutes of Hea1th;NIAID
Office of Management for New Initiatives
6610 Rockledge Drive, Room 2043
(301) 451-4329 e-mail: jbrowrn@niaid.nih.go\r

NIH ill provide the contractor with information on each ad~rertisementand


final advertising copy. This information will include:

e The publication(s) in which the advertisement is to appear;


The date(s) for theadvertisement to appear;
The section or editGn of the publication in which the advertisement is to
appear;
The measurements of the advertisement;
Any additional specifications for the advertisement.

The contractor(s) shall assist in the design, implementation, administration and


monitoring of print advertising placement activities. Services shall include
production, typesetting, l a ~ ~ o ucopy
t , preparation, and design. The contractor(s)
is responsible for providing publication deadline dates. They also must provide
all price quotes including production, research, and anv other management fees
No additional charges that we not originally quoted for will be authorized for
payment.-Invoices and tear sheets shall include publication, issue date, record oi
call number, and the agency. Tear sheets must be submitted along \\-ith the
invoiee in&imelv manner.

The contractor(s) shall assist NIAID/OMNI in the development of plans and


-
make recommendations to meet specified objectives. The follouring shall be
considered:

Strategies for advertising placement in publication that will target the


specified audiences.

Competitive rates in the media that can reach the greatest number of
target populations at the lowest cost. -

. ~ Improved recruitment approaches and refined advertising placement


. .

strategies to better fulfill hiring needs.

Under the direction of the Project Officer the contractor mav be required to crea_te_
-- -

newi advertisements formats to reflect predetermined strategies.

The Project Officer will request some specific advertising opportunities and it is
also expected that contractor(s) will present advertising opportunities within 2
business davs to the Project Officer for consideration. Contractor(s) will not be
paid if opportunities are not concurred and acted upon by the Project Officer.

I The Contractor(s) shall respond to all requests for deadlines, publication dates,
and cost estimates within 48 hours.
-

The Contractor(s) shall make requested last minute changes to text within 24
hours.
- --

The Contractor(~) shall submit all proofs to the Project Officer for approval prior
to proceeding with the design. The Contractor(s) shall also submit drafts,
layouts, and photographs to the Project Officer for approval prior to preparing
the final product. The Contractor(s) shall provide at least two alternative designs
when presenting layouts for print unless otherwise specified.
The Contractor(s) shall identify advertising related opportunities thatbecome
known and recommend whether such activities would be beneficial to the
outreach efforts of NIAIDIOMNI.
- -

The Contractor(s) must provide a monthly report providing the following:


number d a d s placed, size of the ad, location, cost and the positions advertised

Progress reports shall be provided on a monthly basis. The Project Officer


-
and/or Alternate Project Office? shall meet with the contractor as often as needed,
.. -
but not less than quarterly to review progress and performance.
AMENDMENT OF SOLICITATION I MODIFICATION OF I ' ID I PAS: O: PAGE:
i 1 , 2
CONTRACT I I

2 AMENDMENTlMODlFlCATlON NO 1 3 EFFECTIVE DATE / 4 REQUISITIONIPURCHASE R E 0 NO / 5 PROJECT NO

1
!
May 1. 2006
1
1
I
I
,
(If aop:tcable,

-
I 7 AOMINISTEREO BY
6 ISSUED BY
Nat~onalInstitutes of
CODE
I I
Health,
NIAID, AMOB__,
10401 Fernwood Road. MSC 4813
-- .

Bethesda. MD 20817

9A AMENDMENT OF SOLICITATION NO
8 NAME AND ADDRESS OF CONTRACTOR (No . street, county. Stale and ZIP code)
.-

Image Media Services, Inc


7927 Jones Branch Dr.. Suite 150N / 9B DATED (SEE ITEM 11) -

19) 10A MODIFICATION OF CONTRACTIORDER NC

lR520007
108 DATED (SEE ITEM 13)

CODE FACILITY CODE April 26, 2006


11 THlS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

C] T h e a b o v e n u m b e r e d s o l l c ~ t a t l o nIS a m e n d e d a s set forth In I t e m 14 T h e hour a n d d a l e specified for recelpt of Offers C] 1s e x t e n d e d IS not e x t e n d e d


Offerors m u s t a c k n o w l e d g e r e c e ~ pot f thls a m e n d m e n t p n o r t o t h e hour a n d date speclded In the sollcltat~ono r a s a m e n d e d b y o n e of the following m e t h o d s (a) B y
wmplellng I t e m s 8 a n d 15 a n d returnrng c o p l e s of the a m e n d m e n t (b) B y acknowledging r e c e ~ pot f thls a m e n d m e n t o n e a c h c o p y o f the offer submitted or (Cl
B y separate letter o r t e l e g r a m w h l c h Includes a reference t o t h e s o l l c ~ t a t ~ oann d amendment numbers F A K U R E O F Y O U R A C K N O W L E D G E M E N T T O B E R E C E I V E D
A T T H E P L A C E D E S I G N A T E D F O R T H E R E C E I P T O F O F F E R S P R I O R T O T H E H O U R A N D D A T E S P E C I F I E D MAY R E S U L T I N R E J E C T I O N O F Y O U R O F F E R If
b y vlrtue of this a m e n d m e n t y o u deslre t o c h a n g e a n offer already s u b m i t l e d s u c h c h a n g e m a y b e m a d e b y telegram o r letter, p r o v ~ d e de a c h telegram o r letler m a k e s -
reference t o t h e sollcltatlon a n d thls a m e n d m e n t a n d IS recelved prlor t o t h e openlng hour a n d date specified
12 A V n l INTING AND APPROPRIATION DATA (If requ~red)
Code 25 2v, CAN 68335649 $500,000-

13 THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTSIORDERS

U
IT MODIFIES THE CONTRACTIORDER NO AS DESCRIBED IN ITEM 14

A THIS CHANGE ORDER IS ISSUED PURSUANT TO (spectty AU~M~II~)


THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDERWO-IN ITEM EA -
C] B THE ABOVE NUMBERED CONTRACTIORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes In pay~ngofice appopr~allondata etc ) SET
FORTH IN EM l a PURSUANT TO THE AUTHORITY
1
C] C THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUlHORITY OF

D OTHER (Specdy type of modlficat~onand authonty)


52 217-9 Opl~onlo Extend the Term of the Contract
E IMPORTANT Contractor 8 1s not IS requtred to sjgn thhs dowmenl and return -copy to the rssulng oRce
14 DESCRIPTION OF AMENDMENTIMODIFICATION (Organized by UCF sect~onheaa~ngslndudlng sol~utat~onicontract
subject matter W e r e feastble)

The purpose of this modificat~onIS to extend the period of p e r f o r m a n c e , and to obl~gatefunds pursuant to FAR Clause 52.21 7-9 (Option to Extend
the Term of the Contract) and NIH-2556 (ORDER FOR SUPPLIES OR SERVICES).

Prev~ousContract Obllgat~on $500,000


Current Amount O b l ~ a a t e d $500.000-;
-
Total Contract Amount Funded $1,000.000 (changed) - .

Period of Performance: May 1. 2006 through April 30,2007 (Changed)

Except as provided heretn all terms and condltbons of the dowmenl referenced In Item 9A or 10A as heretofore changed remalns unchanged and In full f a c e and effecl
15A NAME AND TITLE OF SIGNER (Type or pnnl) 16A NAME AND TITLE OF CONTRACTING OFFICER (Type or pnnt)

NSN 754001 -1 52-8070 30-105 STANDARD FORM 30 (Rev 1 0 8 3 )


PREVIOUS EDITION UNUSABLE Prosatmu by GSA
FAR (48 CFR) 53 243
IR520007, Modification 2 Page 2

BEGPJNDIG WITH TKE EFFECTIVE DATE OF THE MODIFICATION. THE CONTRACT IS HEREBI.
MODIFIED AS
- FOLLOWS:

1. - Pursuant t d A R Clause 5 2 2 17-9, Option to Extend the Terms of the Contract (Iiovember 1999), and NlH-
2556 ORDER FOR SUPPLIES OR SERVICES, Option Year I of the contract is hereby exercised for the
period of May I , 2006 through April 30, 2007.

2. As a result of this modification, the-total contract amount is increased by $500,000 from 5500,000 to
$1,000,000.

3. Please refer any questions to LaDonna Stewart, 30 1-45 1-81 17

ALL OTHER CONTRACT TERMS REMAIN UNCHANGED AND IhT FULL FORCE AND EFFECT
Ma& PN peckeges end papen vriV, conlred
-
ORDER FOR SUPPLIES O R SERVICES
of
1. Date order 2. Cantrad no. (if any
and/or order numbers.
no.
3._09-s
OM6 Nc. 0990-0q15

4/27/05 GS-23~-001d~ IR520007 of

4. RsquisItlonin 5. Requisition no.


o m NI$/NIAID/OMNI QJB50001 ..

6. Accounting and a p m ~ r i a t i o ndata 7. Shlp b (Name, address. and zip code)


CAN: 58335649 CD: 010 NATIONAL INSTITUTES OF HEALTH
OC: 252V NIAID/OMNI BRIDGET THOMAS =
CC: 30000 - " - 6610 ROCKLEDGE DR., RM. 2045
BETHESDA, MD 20892
8. To: ContraW (~em9.AdhiiJcp~codej .- ..
EIN: SF37: CSFQOB
br
IMAGE MEDIA SERVICES, INC.
9. ~ y p e

1 ' ' )
of order

P Y ! ~ ? ' % ~ ~ D B ? d $ - 8 9 3 - 8 0 8 0,E. 1003


7927 JONES BRANCH DR., SUITE 1 5 0 g Please furnish the fdlowfng on the t m specified on both
MCLEAN, VA . 22102 sldes of this order and m the anached sheers. If any, includ~ng
.- . dellvery as indicated. -
@) DELIVERY. Except for bllllng instructions as attached. this
order k su 'ect to Instruct@~scentained on rhis side

HHSN273200520007 I
deliv7
only o this format3 Is l w e d subj& lo the t e r n and
conditons of the mnmd referenced ~nBlock 2.
10. lssulng office (Name and phone number d P u d e s h g Agent to call ragsrding lhis ordec)
DEITRA C LUNNEY 919-541-0387
NIH, PHS, DHHS, NIEHS P.O. BOX 12874
' RESEARCH TRIANGLE PARK, NC 27709
11. F.O.B. point 1 2 inspealon & acceptan* 13. Chvemmenl BR no, 14. Oelim to F.O.B. point on or k f w d 15. Prampt pay dir;counls
DESTlNATI ON AS REQUESTED . . . NET 30
..
,::;*./ ..*,.
p$cicH~~~&.:..:,., .: .. >::!L..
.,l.!.;d. ,.i.;<?
[:g;%, :.~,.3~
.
$.:.,,,-- :;:.-:;:
,. .. ..:..', L.:-:.. :-...
,
- ..
,, L.. ' ..:; ::,-,.,:....
.ar:::: ,--,- .?::,..r.:...:.: ,&.
- - :.. <."-- .. , . . . . , ::---?..,;;;;-, ;.-; ", ;.:. ?
.;,;-*".-.-,$
,-$
,
;?
.?
;
: :leL+g
.:<;?:> Fi.:;ky$y*>?,
Quantity
'(a) Catalog NO.
- @) - .
S U ~ Gor~ services
(c)
S Oldered
(d)
Unit
(el
Unit Prke
(r)
Amount . -
(s) ---

THIS I S A TERM DELIVERY ORDER (TDO). A TERM DELI ER 15 AN " INDEFINITE


DELIVERY, REQUIREMENTS" SIMPLIFIED ACQUISITION. ISIONS OF FAR 52-216-219
REQUIREMENTS (OCT 1995) APPLY HERETO AND ARE INCO PORATED IN Fl LL TEXT-
- -.
- :---
' -: .-- >

THE FOLLOWING ITEM ( S ) MAY BE ORDERED AS REQUIRED BY THE NIH DLRING THE PERIO[
I4AY 1, 2005 THROUGH APRIL 30, 2006 AT THE FIXED UflIT PRI

1.
THIS IS NOT A REQUEST FOR SHIPMENT.
FOR QURNTlTIES THROUGHOUT THE YEAR.

ADVERTISING AND MEDIA SERVICES PER THE


ATTACHED STATEMENT OF WORK
AND RFQ # DLJB50001.
ORDERS WILL

I tf E PLAC D TEL PHONICALLY

1 LOT 500,000.00 500,000.00

I I
- .- 16 0)
17.Classiflaon: 18. Mail inwice to:
SB/W National lnrtlrutes of Health
Total fmm
continuation b
SB - Small business W -Woman+ned C~fflmOr~\alACCOUnb. Room 81639 Pages
OTSB - Other than small S -Sheltered 31 Center Drlvo, MSC 2045
Bethesda, MD 20892-20a 16 4) NOT TO EXCEi
buslness workshop Grand
M - Mnowamed 1 --.can
Indian-owned
Phone numbor for p a p a n t lnqutrlar: 301496-6080
Tobf 4 500,000.00
19. FOR BILATERAL AGREEMENTS ONLY (When applicable, see attached Form NIN 2555-3.)
Contraaor's signature Date Submit original and one copy of invoice.

.
Conbaaor's typed name and tlUe See attached invoice and p a p e n l
1 provisjons on Fom NIH 25551.
I
I
20. United Stales of Amenca 21. Typed name and dlle of Govmmenl reprsrentadve
nrTtnn r I I~~,[NCV
I U L I~nn b .
-
LUIYIJL I
- -- - - - - .
By (signelumj I CONTRACTING OFFICER
-

-- - I
NIH 2555 (Rev. 7196) FRONT
ORDER FOR SUPPLIES OR SERVICES
Mark d/-@c-&gas and paperr
nurnbsrs. -
crderandlor contract / P'ge y.
-
16. SCHEDULE Continuation
Date of ordor
4/27/05
antract no. @any)
GS-23 F-0010K
Order no.
I R520007
item
No.
la)
C d a g NO.
(b)
Supplies or Services
(el
8Z3 unk
(0)
Unit Price
(0
Amount
(g)

OPTION YEAR 1:-


Period: -
May 1, 2006 A p r i l 30, 2007 -
1 LOT NOT TO EXCEED $500,000.00
A d v e r t i s i n g and Media S e r v i c e s
---L- i* -
OPTION YEAR 2:
Period: May 1, 2007 - A p r i l 30,
A d v e r t i s i n g and Media S e r v i c e s ,
2008 1 LOT NOT TO EXCEED 5q
C

-
THE FOLLOWING PERSONNEL ARE AUTHORIZED TO PLACE CI\
B r i d g e t Thomas 301-451-4334
J u l i a Brown 301-451-4329

NOT1 CE:
The v e n d o r i s c a u t i o n e d t h a t t h e Government i s no.: chase the l u a n t i t i e s -
shown; o r d e r s s h a l l be p l a c e d i n a c c o r d a n c e w i t h Government d u r i ng
the d e s i g n a t e d p e r i o d . No o r d e r o r o b l i g a t i o n by a l l occur less and
u n t i l a c a l l i s p l a c e d by a n . a u t h o r i z e d o r d e r i n g Q
v e n d o r c i t i n g t h i s TDO and s p e c i f y i n g t h e d e l iver:r n i t s o f - 9"; established
r e q u i r e m e n t s shown on page 1. Vendor must o b t a i n number a t ';he t i m e of -
t h i s c a l l . T h i s number i s v i t a l f o r b i l l i n g purpy
The t o t a l r e q u i r e m e n t s o r d e r e d d u r i n g t h e o r d e r p
amount shown i n Block 16(i).
D e l i v e r y s h a l l be made a s r e q u r e s t e d by u s e r -
THE ATTACHED ORDERING CONDITIONS, LIMITATIONS, AN
ARE INCOPORATED HEREIN AND APPLY TO ALL ORDERS PL

-
-
- -
-

--

PAGE SUB-TOTAL - Carry forward to flrst page, Item 16(h)


NIH 25% (Rw. 11/91)
OSDERFOW SUPPLIES OR SERVICES m
~ d
~We ~nn u
~ np&sw n
c .c e ~ g . r ~ n ~ ~ w # t t ~
OMB No. 0880-0115
1. tbapofomu
- .
zConb.ctm(lny) '.- - - 3-rn -, . p w
4/27/05 GS-23F-0010K I R520007 1 of
4. . -
4 - 5. Rsgsltknm.
F~IH/NIAID/OMNI QJB5OOOi" -.
6.AccarntbrgadlppropLtlond.b 7 . ~ ~ f ~ . r d d n ~ , m d ~ c o k )
CAN: 58335649 CD: 011) .. NATIONAL INSTITUTES OF HEALTH
OC:
CC:
252V
30000 -
.
z
. - .
&

- -
-
NIAID/OMtiI BRIDGET THOMAS
6616 RBCUEDGEDR., by. 2045
-
BETHESDA, MD - 20802 -. *
Conbrda (N.nw, rddnrU AD coda1
8. To:- -.
€IN: br -e
- ~ F 3 7 : CsFQOB 0
(8)plJRawE. F b f a m a
I&GE MEDIA-SERVICES, ENC. JENHI FER AHH 533-893-8080, E . I O O ~
- 7927 JONES - BRANCH DR., SUITE 150N-
MCLW, VA 22102
-- - * -
hr(rucllonrraMmd,hir
* .

.- -. - -
I b 0-7
~~~~27320052O
1 O . ~ ~ ~ . n d p h a n n u m b r r d P u ~ A g # r 4 t o c r l ~ t h k a r d -n a r d n-, ) -
DEITRA C LUMtiEY 919-541-0387 . -

THE FOLLOWING ITW ( 5 ) MAY BE AS REQUIRE8 ORDERED


FAY 1, -2005 THRCIUGH APRIL 30, 2006 AT TEE FIXED U
THIS IS.not -A REQUESTFOR SHIPHENT. ORDERS w
- THE
FOR QUAHTITIESTHROUGHOUT -
- YEAR. - A - - - . - . - -
- - 7 . -
. ,
i. ADYERTISfliG AND MEDIA' SERVICES PER
THE 500,000.00
ATTACHED STATBENT OF WORK- - . -- - . , - ..
AND REV 91 DLJBS0001. - ;:
- -c.

/ -
- t;..

_I-,

-- -
I '
-
- ~- ir *. J _. - -.
- .
- -- --
. - . 0-4'. : -. '. .,

- 37-.
I

SBlW
la. mhvdcrto: I/' 16
Totrl
mL

-
naknrlm-mrf- - tmdnusmb
s-wm -w- ~ ~ ~ R o o m b l B 3 B PlPI
-dl--, -2045
< , - 5 , wsrmup . -.-.-. 1s (1)
Qnnd
MY-- I-knrlcm )bar nunbwkr pmymmt ~nqubkr:3014B6-6088
Total
1s. FOR BILATERALK)REEMENfs ONLV: (Wlm,,
- - - -u .o0-- dmhd rardrd NW -3.)
cclmcws~mardtub
-
- - -- - < -- - - - s l l i u n u ~ a r d ~ c c l p y d ~
s..8fmmd~Mdp.ymnl

' _ 1
I NIH 2555 (Rmv. 1/96) FRONT
L
'
Y'
C)
STATEMENT OF WORK

SUPPORT CONTRACT
FOR THE OFFICE OF MANAGEh4ENT FOR NEW INITIATIVES (OMNI),
NATIONAL INSTITUTE OF ALLERGY AND INFECTIOUS DISEASES (NIAID)
-.. =-

INTRODUCTION

The mission of the National Institute of Allergy and Infectious Diseases


(NIAID) is to conduct and support research, training, health information
dissemination, and other programs with respect to allergic and immunologic
diseases, disorders, and infectious diseases, including tropical diseases.

To accomplish Institute goals, the NIAID conducts basic and clinical research
in its laboratories in Bethesda, Rockville, Frederick, Maryland, and Hamilton,
Montana and award grants, cooperative agreements and contracts to support
research and research training in institutes throughout the United States.

NIAID anticipates the need to hire several hundred new employees over the
-- -
next three years to develop vaccines, therapeutic drugs, and diagnostic tools .

to combat and detect bio-terrorism agents. Therefore, immediate assistance


in outreach services for health-related and/or scientific professionals is
needed to target, acquire, and secure a skilled workforce to increase research
efforts against bio-terrorism.

SCOPE OF WORK

NIAID will contract with media buvers who will assist NIAlD/OMNI
Recruitment staff to:

~ e s e a r c hvarious markets to determine advertising availability that


will coordinate with other outreach and recruitment efforts statewide
and nationally;
Design advertisements when requested;
Conducts in-depth research for special publications that are of interest
to the NIAID mission at no additional costs;
Assists and develops a media plan quarterly;
Based on the direction of the Project Officer or h i s h e r alternate, the
Contractor(s) has primary responsibility to Administer and monitor
advertisement placement activities including the negotiationfor best
prices with a variety of advertising media; and track advertisements
placed on a monthly basis.
-
-

NIAID will evaluate each media plan and make a determination whether to
prmeed%ased on funds availability and need. Only the Project Officer and
Alternate Project Officer may authorize the Contractor(s) to proceed with
placements of advertisements.
-

--. . NIAID Project Officer:

Bridget A. Orloski
National Institutes of Health, NIAID
Office of Management for New Initiatives
6610 Rockledge Drive, Room 2045
Bethesda, MD 20892-6602
(301) 451-4334 e-mail: borloski@niaid.nih.gov

Alternate Project Officer:

Julia Brown
National Institutes of Health, NIAID
Office of Management for New Initiatives
6610 Rockledge Drive, Room 2043
(301) 451-4329 e-mail: jbrown@niaid.nih.gov

NIH will provide the contractor with information on each advertisement and
final advertising copy. This information will include:

The publication(s) in which the advertisement is to appear;


The date(s) for theadvertisement
- to appear;
. .
The section or edition of the publication in which the advertisement is to
appear;
- -
The measurements of the advertisement;
Any additional specifications for the advertisement.

The contractor(s) shall assist in the design, implementation, administration and


monitoring of print advertising placement activities. Services shall include
production, typesetting, layout, copy preparation, and design. The contractor(s)
is responsible for providing publication deadline dates. They also must prolride
all price quotes including production, research, and any other management fees.
No additional charges that we not originally quoted for will be authorized for
payment. -Invoices and tear sheets shall include publication, issue date, record of
call number, and the agency. Tear sheets must be submitted along with the
invoiw in ittimely manner.

The contractor(s) shall assist NIAIDIOMNI in the development of plans and


make recommendations to meei specified objectives. The following shall be
.. -
, considered:

Strategies for advertising placement in publication that will target the


specified audiences.

Competitive rates in the media that can reach the greatest number of
target populations at the lowest cost. --

Improved recruitment approaches and refined advertising placement


strategies to better fulfill hiring needs.

Under the direction of the Project Officer the contractor may be required to creaLe;.
-- -
new advertisements formats to reflect predetermined strategies.

The Project Officer will request some specific advertising opportunities and it is
also expected that contractor(s) will present advertising opportunities within 2
business days to the Project Officer for consideration. Contractor(s) will not be
paid if opportunities are not concurred and acted upon by the Project Officer.

The Contractor(s) shall respond to all requests for deadlines, publication dates,
and cost estimates within 48 hours.
-
- The Coniractor(s) shall make requested last minute changes to text within 24
hours.
- -

The Contractor(s) shall submit all proofs to the Project Officer for approval prior
to proceeding with the design. The Contractor(s) shall also submit drafts,
layouts, and photographs to the Project Officer for approval prior to preparing
the final product. The Contractor(s) shall provide at 1east.twoalternative designs
when presenting layouts for print unless otherwise specified.
The Contractor(~)shall identify advertising related opportunities that become
known and recommend whether such activities ~ ~ o ube l dbeneficial to the
outreach efforts of NIAID/OMNI.
-. -

The Contractor(s) must provide a monthly report providing the following:


number d + d s placed, size of the ad, location, cost and the positions advertised.

Progress reports shall be provided on a monthly basis. The Project Officer


-
and/or Alternate Project Officer shall meet with the contractor as often as needed,
but not less than quarterly to review progress and performance.
N01-AO-60020,
HHSN2722M)600020C September 29,2006 M3R-60020
5. ISSUED BY - CODE AD- BY mothn than Im 6) CODE
-
Narional Institute of A I l e r ~and Infectious Diseases fNIAlDI
Acquisitions ~ a n a g e r n e n h dOpemiom Branch
10401 Fernwoo@Ro&Room m--28 MSC
, 4813
Beth& MD 2081748 13
I
7. NAME AND ADDRESS OF CONTRACIDR (Hamen mrmry, rrme ~ZIP
K 6k)
I k DELIVERY
- C] FOB ORIGIN OTHER (stt suabr)
FOB Desrinaticm
Matthews Media Group, Inc. 91DISCOW RIB PRO^ PAYMEKT
2600 Tower Oaks Blvd, Suite 200 NIA
Rockville, MD 20852
10. SUBMIT INVOICES k-md
CODE A(IILITY CODE IN
ADDRESS S B O ~ N G.3
1L SMP TOlMARK R3R CODE I NJA 1 PAYMENTWILL BE W E BY CODE NIA

Anicle F.2. See Article G.3


,
13. AUIRORIIY FOR USWG OTHER FLJLLAND OPEN COMPETmONNlA

lOU.S.C23~cX ) 41 U.S.C 253(c)( )


14. AVT.?""'P-
rn -b~l
AM1 ~ . O
-
A

~
NO AEPROPRIATION DATA

Y
6 C Codc 2520; CAN 68365104.AMT S1,073517.CAN 68365405.
1SA ITEM NO 15B SIJPPLIESISERVICZS 1SCQUANl'lTY 1 I5D.UNlT 1 l>XWPRICE 1 1%. AMOUNT
b 0 6 I I L$1.679~.00
Title: Patient Recruitment Support h'07 I 1

.
I. ' I '

Period: Sepfemba 29,2006 througb September 28,2007 FY 08


Contract Type:- Cost Plus Fxed FedCompletion FY09
IT10 - -- - -
15G. TOTAL AMOUhT OF CONTRACT /!$9,105,951.00
16. TABLE OF CONTENTS
(1' I EL 1 DESCRDTnON ( PAGE(S) (-') ( SEC I DES(IRIPTI0N 1 PAGEIS)
PART I - T?IE SCHEDULE PART 11- CONTRACT CL~USES
E4 A ~OLICITATIONICONTRACTFORM I I
H I ~ O ~ CLAUSES C T 16-22 1
• B SUPPLIESOR SERVICES AND PRICUCOST 4-7 PART - LIST OF s-. m m r r s AND OTHER ATACK
I23 c ~DESCRIP~OWSP.ECS.IWORKSTATEMENT. 7-8 J I WT
OF ATTACHIvlENTS 23 1
IS1 D ~ACKAGINGANDMARKING 8 PART IV - REPRESENTATIONS AND INSTRUCTIONS
El E ~NSPUTT?ONAND ACCEPTANCE 8 rn
K REPRESENTATIONS. CERTIFICATIONS 24
F ORPERFORMANCE 8-10 AND OTHER STATEMENTS OF OFFERORS
rn G RONTRACT ADMTNISTRATION DATA 10-13 L INSTRS., CONDS., AND NOTICES TO OFFERORS
H PPECIAL CONTRACT REQTDEMENTS 13-1s h4 /EVALUATION F A D O R S FOR AWARD
COhTRAClZVG OFFICER ?KLL COMPLETE ITEM 17 OR 18 AS APPLICABLE
17. [YJ ~ ~ I R A C T O R . ShzmTIATED A G - ~ E ~ E N T( C o w n n o r is 18. AWARD ( C o m a n o r is no! required to sign rhir docmum) Y w oBer on ----.
=. . . required IO sign.rhis docwnm and reivrn -2- copies ro issuine o f i c e ) Connactor Solicjtarion Numbu , including the -- . -
agrees to fmnish and deliver aU items or perform aLl b e services set fonh ar otbcraisc additions 0 changes made by yon which additions or changes arc set for& in fun above,
identified above and on any conM~ati0nsheets for tbe considention stated berein. T b e is hcreby accepted as to tbt items liswd above and an any continuation sbats. l'his
rights and obligations of tbc panics m this ccmtract sbaU be subject to and govmcd by award consnmmatrs the c o n m which um&S of the following d-ts: (a) the
- --
the fonowing documnh: (a) d i s award/connan. @) the solicihon, if any, and (c) such Govmmmr's soliciration and your offa, and (b) this awardlcontracr No further
provisions, mprcsmtaions, c ~ c a l i o n s , and specifications, as are anached 0 conhacmal documentis necessary.
incorponkd by r e f ~ c n c ehercin. (Anah- are lined hercln)

I
19A. NAME AND TITLE OF SIGNER (Type orprim.i ~ O NAME
A om=
OF CONTRA~~LNG
John Foley
Riyad Abu-Sharr, CFO Contracting Ofiicer, M O B , NlAID
19B NAME OF COhTRACTOR 119C DATE SIGNED 2OB. UNITED STATES OF AMERICA ~ O DC A E SIGNED

( S ~ p a n u cofpmon nrntwrurd 10ngn) / ( ~ ~ ~ MGfn Conrmcmg


I dc -?c
NSN 7540-01-152-8069 26107 / f ST&TDARD KXM 26 (REV. 4 8 5 )
PRFVIOUS EDmON UNUSABLE t o m p u m (j,&atcd b&ibcd by G l 4 FAR (48CFR)53.214(a
TABLE OF CONTRACT CONTENTS
PART I .THE SCHEDULE

SECTION A .SOLICITATION/CONTRACT FORM


..a .- . . . . . . ..

SECTION B .SUPPLIES OR SERVICES AND PRICESJCOSTS.................................................................. 4


ARTICLE B.1. BRIEF DESCRIPTION OF SUPPLIES OR SERVICES...................................................4
ARTICLE B.2. ESTIMATED COST AND FIXED FEE..........................................................................4
ARTICLE B.3. PROVISIONSAPPLICABLE TO DIRECT COSTS ..........................................................5
ARTICLE B.4. ADVANCE UNDERSTANDINGS ..................................................................................... 6
-
SECTION C DESCRIPTIONEPECIFICATIONSMIORK STATEMENT................;.......................................7
ARTICLE C.1. STATEMENT OF WORK................................................................................................7
ARTICLE C.2. REPORTING REQUIREMENTS...................................................................................8
-
SECTION D PACKAGING, MARKING AND SHIPPING ................................................................................8
-
SECTION E INSPECTION AND ACCEPTANCE........................................................................................... 8
-
SECTION F DELIVERIES OR PERFORMANCE............................................................................................8
ARTICLE F.1. PERIOD OF PERFORMANCE.........................................................................................9
ARTICLE F.2. DELIVERIES ..................................................................................................................... 9
ARTICLE F.3. CLAUSES INCORPORATED.BY REFERENCE............................................................10
-
SECTION G CONTRACT ADMINISTRATION DATA................ ...';... ..................................... ....................10
ARTlCLE G.1. PROJECT OFFICER ....................................................... ......................................... 10 ..
ARTICLE G.2. KEY PERSONNEL......................................................................................................... 10
ARTICLE G.3. INVOICE SUBMISSION/CONTRACT FINANCING REQUEST.................................... 11
ARTICLE G.4. CONTRACT FINANCIAL REPORT ............................................................................... 11
ARTICLE G.5 INDIRECT COST RATES
ARTlCLE G.6. POST AWARD EVALUATION OF CONTRACTOR PERFORMANCE ......................... 12
-
SECTION H SPECIAL CONTRACT REQUIREMENTS .......................................................................... .. - . ...
13
.-

ARTICLE H.1. NEEDLE RCHANGE ............. ..................................................................................13


; ;

ARTICLE H.2. OPTION PROVISION ...............................................................................................13


ARTICLE H.3. SUBCONTRACTING PROVISIONS .............................................................................. 13
ARTICLE H.4. ACCESS TO NATIONAL INSTITUTES OF HEALTH (NIH) ELECTRONIC MAIL ........ 13
ARTICLE H.5. PUBLICATION AND PUBLICITY ...................................................................................14
ARTICLE H.6. PRESS RELEASES ....................................................................................................... 14
ARTICLE H.7. REPORTING MAlTERS INVOLVING FRAUD, WASTE AND ABUSE ........................ 14
ARTICLE H.8. ANTI -LOBBYING ...........................................................................................................15

PART II .CONTRACT CLAUSES ............................................................................................................................ 16 .

.
SECTION I CONTRACT CLAUSES.............................................................................................................. 17
ARTICLE 1.1. GENERAL CLAUSES FOR A NEGOTIATED COST-REIMBURSEMENT
CONTRACT WITH - NONPROFIT ORGANIZATIONS OTHER THAN EDUCATIONAL
INSTITUTIONS ...1......................................................................................................................... -17 ....
. . . .
ARTICLE 1.2 AUTHORIZED SUBSTITUTION OF CLAUSES ............................................................... 19 . . .-
ARTICLE 1.3. ADDITIONAL CONTRACT CLAUSES.............................................................................20
ARTICLE 1.4. ADDlTlONAL FAR CONTRACT CLAUSES INCLUDED IN FULL TEXT ........................20

PART Ill-LIST OF DOCUMENTS. EXHIBITS AND OTHER ATTACHMENTS ........................................................ 23


SECTION J .LIST OF ATTACHMENTS ......................................................................................................... 23
1. Statement of Work .......................................................................................................................... 23
2. InvoiceIFinancing Request Instructions for NIH Cost-ReimbursementType Contracts ................23
3 . Financial Report of Individual ProjectlContract .............................................................................. 23
4. Instructions for Completing form NIH 2706. Financial Report of Individual ProjecVContract ........23
5. Small Business Subcontracting Plan .............................................................................................. 23
6. Procurement of Certain Equipment ................................................................................................23
7. Disclosure of Lobbying Activities, SF-LLL ...................................................................................... 23
.- -
PART IV ..................................................................................................................................................................... 24
-
SECTION K REPRESENTATIONS AND CERTlFlCATlONS ..................................................................... 24
- 7 .
'Ahriual Representations and Certifications ........;..........................................................................24
SECTION B SUPPLIES
- -
OR SERVICES AND PRICESICOSTS
-

-
.- BR!E_F DESCRIPTION OF SUPPLIES OR SERVICES
ARTICLE B.1.-

The objective of this contract is to assist NlAlD investigations into infectious and inflammatory diseases of
continued, increasing, or imminent importance by facilitating patient recruitment both locally and nationally.
-
ARTICLE 8.2. ESTIMATED COST AND FIXED FEE

a. The estimated cost of the Base Period of this contract is $ bq -


b. The fixed fee for the Base Period of this contract is J . The fixed fee shall be paid in direct ratio to
the level of effort expended; that is, the percent of I=t ~ J ~ Ishall
U be equal to the percent of total effort
expended. Payment shall be subject to the withholding provisions of the clauses ALLOWABLE COST AND
PAYMENT and FIXED .FEE referenced in the General Clause Listing in Part II, ARTICLE 1.1. of this contract.
Payment of fixed fee shall not be made in less #an monthly increments.

c. The Govemmenfs obligation, represented by the sum of the estimated cost plus the fixed fee for the Base
Period of this contract is $1,533,596.
-.
-d. - If the Government exercises its option pursuant to the OPTION PROYlSlON Article in SECTION H of this
contract, the Govemmenfs total obligation represented by the s u m of the estimated cost plus the fixed fee
will be increased as follows:

Estimated C-63 - -
Estimated Cost Fixed Fee Plus Fixed Fee
($1 ($1 --
($1
Base Period
9/29/2006 - 9/28/2007 $1,533,596
I
Optional Patient i $145,948
Recruitment Specialist
Option Period 1
9/29/2007 - 9/28/2008 j?~ bq
Optional Patient
Recruitment Specialist - I
i
i
Option Pejod I1
9/29/2008 - 9/28/2009

Optional Patient
Recruitment Specialist
Option Period I l l
9/29/2009 - 9/28/2010

Optional Patient
Recruitment Specialist
- ,-

Contract No. HHSN272200600020C, NO1-AO-60020

1 Optional Patielt I
~ecruitmentSpecialist
Total I
I Base Pe%d an'bOption(sj

Optional Patient
-1
Recruitment Specialist

ARTICLE B.3. PROVISIONS APPLICABLE TO DIRECT COSTS

a. Items Unallowable Unless Otherwise Provided

Notwithstanding the clause[s], ALLOWABLE COST AND PAYMENT, [and FIXED FEE,] incorporated in this
contract, unless authorized in writing by the Contracting Officer, the costs of the following items or activities
shall be unallowable as direct costs:

(1) Acquisition, by purchase or lease, of any interest in real property; _


(2) Special rearrangement or alteration of facilities;
-
(3) Purchase or lease of any item of general purpose office furniture or office equipment regardless of
dollar value. (General purpose equipment is defined as any items of personal property which are
usable for purposes other than research, such as office equipment and furnishings, pocket calculators,
etc.); -- *

(4) Travel to attend general scientific meetings;

(5) Foreign travel;

(6) Consultant costs (except those outlined in Article B.4);

(7) Subcontracts;

(8) Patient care costs;

(9) Accountable Government property (defined as both real and personal property with an acquisition cost
of $1,000 or more and a life expectancy of more than two years) and "sensitive itemsu (defined and
- for Control of Government Property), 1990, regardless of acquisition
listed in the Contractots Guide
. value. -

(10) Light Refreshment and Meal Expenditures


- --

Requests to use contract funds to provide light refreshments and/or meals to either federal or
nonfederal employees must be submitted to the project officer, with a copy to the contracting officer, at
least six (6) weeks in advance of the event. The request shall contain the following information: (a)
name, date, and location of the event at which the light refreshments andor meals will be provided; (b)
a brief description of the purpose of the event; (c) a cost breakdown of the estimated light refreshment
and/or meal costs; (d) the number of nonfederal and federal attendees receiving light refreshments
andlor meals; and (e) if the event will be held somewhere other than a government facility, provide an
explanation of why the event is not being held at a government facility.
Contract No. HHSN272200600020C, NO1 -A080020

Refer to NIH Manual Chapter 1160-1, Entertainment, for more information on NIH's policy on the use
of appropriated funds for light refreshments and meals.
b. Travel Costs- . -

(1) Domestic Travel


--mi. -0 - - .

(a) Total expenditures for domestic travel (transportation,lodging, subsistence, and incidental
expenses) incurred in direct performance of this contract shall not exceed $ or the Base
Period without the prior written approval of the Contracting Officer. (The totar ceiling for each
option vear is as follows: Option I, &/ Option ll, t by Option Ill, $ h q Option IV,
H
(b) The Contractor shall invoice and be reimbursed for all travel costs in accordance with Federal
Acquisition Regulations (FAR) 31-205-46.

ARTICLE B.4. ADVANCE UNDERSTANDINGS

Other provisions of this contract notwithstanding, approval of the following items within the limits set forth is
hereby granted without further authorization from the Contracting Officer. =
-,
a. Indirect Costs

(1) In no event shall the final amount reimbursable for Overhead exceed a ceiling of 46.50%. In no event
shall the final amount reimbursable for General and Administrative expense exceed a ceiling of
28.1 0%. (These ceiling rates are based on the Contractor's most recent negotiated rate agreement. If
the ceiling rates are adjusted on any subsequent negotiated rate agreements, the ceiling rates-in this -
article are automatically adjusted for the period in the rate agreement without any further action by the
Contracting Officer.)

(2) The Government is not obligated to pay any additional amount should the final indirect cost rates
exceed these negotiated ceiling rates. In the event that the final indirect cost rates are less than these
negotiated ceiling rates, the Government's obligation shall be reduced to conform to the lower rate.

Any costs over and above this cost ceiling shall not be reimbursed under this contract or any other
Government contract, grant, or cooperative agreement.

(3) The Contractor shall complete all work in accordance with the Statement of Work, terms and conditions
of this contract
-
b. Consultants
- - - .
- .-
Consultant f e e ( ~to) be paid to the following individual(~):

Rate ' Number Total Cost


Name of Hours

Base Year-Mary Partlow - -


Option I-Mary Partlow
Option Il-Mary Partlow
Option Ill-Mary Partlow
-
- .-
-
- .

Contract No. HHSN272200600020C, N01-AO-60020

Option IV-Mary Partlow 1I


-.
-
on-~ersbnal Services and inherently Government Functions
(1)- ~ ~ u ; & ~ aFAR
~ ' ~37.1,
o nozpersonalservices shall be performed under this contract. All work
requirements shall flow only from the Project Officer to the Contractor's Project Manager. No
Contractor employee will be directly supervised by the Government. All individual employee
assignments, and daily work direction, shall be given by the applicable employee supervisor. If the
Contractor believes any ~ovemmentaction or communication has been given that would create a
personal services relationship between the Government and any Contractor employee, the Contractor -
shall promptly notify the Contracting Officer of this communication or action.

(2) Pursuant to FAR 7.5, the Contractor shall not perform any inherently Governmental actions under this
contract. No Contractor employee shall hold him or herself out to be a Government employee, agent,
or representative. No Contractor employee shall state orally or in writing at any time that he or she is
acting on behalf of the Government. In all communications with third parties in connection with this
contract, Contractor employees shall identify themselves as Contractor employees and specify the
name of the company for which they work. In all communications with other Government contractors in
connection with this contract, the Contractor employee shall state that they have no authority to in any
way change the contract and that if the other contractor believes this communication to be a direction
to change their contract, they should notrfy the Contracting Officer for that contract and not carry out , --.
the direction until a clarification has been issued by the Contracting Officer.

(3) The Contractor shall insure that all of its employees working on this contract are informed of the
substance of this article. Nothing in this article shall limit the Govemment's rights in any way under the
other provisions of the contract, including those related to the Govemment's right to inspect and accept
the services to be performed under this contract. The substance of this article shall be iiicfided in all
-
subcontracts at any tier

Confidential Treatment of Sensitive Information

The Contractor shall guarantee strict confidentiality of the informationldata that it is provided by the
Government during the performance of the contract. The Government has determined that the
inforrnationldata that the Contractor will be provided during the performance of the contract is of a sensitive
nature.

Disclosure of the informationldata, in whole or in part, by the Contractor can only be made after the
Contractor receives prior written approval from the Contracting Officer. Whenever the Contractor is
uncertain with regard to the proper handling of informationldata under the contract, the Contractor shall
.obtain a written determination fr6m the Cont~actingOfficer. .-
- -
Procurement of Publications

The contractor will work with the NlAlD to obtain the necessary NIH approvals for the production of study
materials required by the SOW. In addition, the contractor will follow the clearance procedures of the HHS
Public Affairs Management Manual. Printing will be facilitated through the NIH.

-
SECTION C DESCRIPTIONISPECIFICATIONSNVORK STATEMENT
ARTICLE C.1. STATEMENT OF WORK

a. Independently and not as an agent of the Government, the Contractor shall furnish all the necessary
7
Z -1--

Contract No. HHSN272200600020C, NO1-AO-60020

'services, qualified personnel, material, equipment, and facilities, not otherwise provided by the Govemment
. as needed to perform the Statement of Work set forth in SECTION J-List of Attachments, attached hereto
and made a part of this contract.
-

ARTICLE C 2 . REPORTING REQUIREMENTS


- ..--- - . -

All reports required herein shiilbe submitted inelectronio format. In addition, one (1) hardcopy of each report
shall be submitted to the Contracting Officer, unless otherwise specified.

-
a. Technical Progress Reports

1. In addition to the required reports set forth elsewhere in this Schedule, the preparation and submission
of regularly recurring Technical Progress Reports will be required in any contract resulting from this
solicitation. These reports will require descriptive information about the activities undertaken during the
reporting period, including the number of patients referred to individual studies and how many of those
referred actually enrolled in protocols. The frequency and specific content of these reports will be
determined prior to contract award.

For proposal preparation purposes only, it is estimated that one copy of these reports will be required
as follows: -

() Monthly
(X) Quarterly
( ) Semi-Annually
() Annually
() Annually (with a requirement for a Draft Annual Report)
(X) Final - Upon final completion of the contract -- - - -
() Final - Upon final completion of the contract (with a requirement for a Draft Final Report)

2. Summary of Salient Results


I

The Contractor will be required to prepare and submit, with the final report, a summary (not to exceed
200 words) of salient results achieved during the performance of the contract. This report will be
required on or before the expiration date of the contract

-
I
I
SECTION D PACKAGING, MARKING AND SHIPPING
All deliverables required under this contract shall be packaged, marked and shipped in accordance with
I Govemment specifications. At a minimum, all deliverables shall be marked with the contract number and
contractor name. The Contractor shall'guarantee that all required materials shall be delivered in immediate - .-

usable and acceptable condition. -


~-
- -
-
SECTION E INSPECTION AND ACCEPTANCE

Acceptance may be presumed unless otherwise indicated in writing by the Contracting Officer or the duly
authorized representative within 30 days of receipt.

FAR Clause 52.246-5, lnspection Of Services-Cost Reimbursement (April 1984)

FAR Clause 52.246-3, Inspection Of Supplies--Cost-Reimbursement (May 2001).


Contract No. HHSN272200600020C, NO1-A060020

SECTION F DELIVERIES
- -
OR PERFORMANCE

:--- -*. - . . _ ..

a. The period of performance of this contract shaB be from September 29.2006 through September 28.2007.

b. If the Government exercises its option(s) pursuant to the OPTION PROVISION Article in Section H of this
. contract, the period of performance will b_e increased as listed below:

Option Option Period

I September 29,2007 through September 28,2008

II September 29,2008 through September 28,2009

Ill September 29,2009 through September 28,2010

IV September 29,201 0 through September 28,201 1

ARTICLE F.2. DELIVERIES

Satisfactory performance of the final contract shall be deemed to occur upon performance of the work described
-- -- -
in the STATEMENT OF WORK Article in SECTION C of this contract and upon delivery and acceptance by the
Contracting Officer, or the duly authorized representative, of the following items in accordance with the stated
delivery schedule:

a. The items specified below as described in the REPORTING REQUIREMENTS Article in SECTION C of this
contract will be required to be delivered F.0.b. Destination as set forth in FAR 52.247-35, F.0.b.
DESTINATION, WITHIN CONSIGNEES PREMISES (APRIL 1984), and in accordance with and by the
date(s) specified below [and any specifications stated in SECTION D, PACKAGING, MARKING AND
SHIPPING, of this contract]:

Item Description Quantity Delivery Schedule


-
(1) _ Topic
Informational ~ a t e n e l s - ~ h r eBrochures
Booklet
e and One 1000-2000 Annually
Copies
(2) Major Media Campaigns 4 Annually

(3) Targeted Mailings 3 -4 Annually

(4) Referral of Appropriately Screened Patients Approx.12 Monthly

(5) Quarterly Reports 1 Quarterly

(6) Final Report 1 Upon Expiration of


Contract

b. The above items shall be addressed and delivered to:


Contract No. HHSN272200600020C, NO1 -AO-60020

Addressee Deliverable Item No. Quantity

-
-

As Direeted Byproject Officer - (2),(31, (4)


Dr. Michael Sneller, Project Officer (51, (6) 1 Hard Copy,
Clinical & Molecular Retrovirology Section Laboratory of Electronic Copy
lmmunoregulation -
National Institute of Allergy and Infectious Diseases
National Institutes of Health
10 Center Drive, Room 11613, MSC 1876
Bethesda, MD 20892

Terrie Nestor, Contracting Officer (51, (6) 1 Hard Copy,


10401 Femwood Road, Suite 2NE-28, MSC 4813 Electronic Copy
Bethesda, MD 20817 -a

ARTICLE F.3. CLAUSES INCORPORATED BY REFERENCE, FAR 52.252-2


-
(FEBRUARY 1998)

This contract incorporates the following clause(s) by reference,with the same force and effect as if it were given
in full text Upon request, the Contracting Officer will make its full text available. Also, the full text of a clause . -..
may be accessed electronicaliy at this address: htt~:liwww.acauisition.~ov/como/farhndex.html.
FEDERAL ACQUISITION REGULATION (48 CFR CHAPTER 1) CLAUSE:

52.242-15, Stop Work Order (August 1989)with Alternate I (Gril1984).

-
SECTION G CONTRACT ADMINISTRATION DATA
ARTICLE G.1. PROJECT OFFICER

The following Project Officer(s)will represent the Govemment for the purpose of this contract:

Dr. Michael Sneller

The Project Officer is responsible for: (1) monitoring the Contractor's technical progress, including the surveillance
and assessment of performance and recommending to the Contracting Officer changes in requirements; (2)
interpreting the Statement of Work and any other technical performance requirements; (3)performing technical
evaluation as required; (4) performing Technical inspections and acceptances required by this contract; and (5) A -.
assisting in the resolution of technical problems encountered during performance. . -
- -
The Contracting Officer is the only person with authority to act as agent of the Government under this contract.
Only the Contracting Officer has authority to: (1) direct or negotiate any changes in the Statement of Work; (2)
modify or extend the period of performance;(3)change the delivery schedule; (4) authorize reimbursement to the
Contractor any costs incurred during the performance of this contract; or (5) otherwise change any terms and
conditions of this contract.

The Govemment may unilaterally change its Project Officer designation.

ARTICLE G.2. KEY PERSONNEL

Pursuant to HHSAR Clause 352.270-5, Key Personnel, incorporated in Section I of this contract, the following
individual(s)islare considered to be essential to the work being performed hereunder:
10
Contract No. HHSN272200600020C, NO1-AO-60020

Name Title
-
-

- -'1

Linda Silverstein Project Director

Prior to diverting any of the specified individuals to other programs, the Contractor shall notify the Contracting
Officer reasonably in advance and shall submit justification (including proposed substitutions) in sufficient detail to -
permit evaluation of the impact on the program. No diversion shall be made by the Contractor without the written
consent of the Contracbng Officer; provided, that the Contracting Officer may ratify in writing such diversion and
such ratification shall constitute the consent of the Contracting Officer. The contract may be modified from time to
time during the course of the contract to either add or delete personnel, as appropriate

ARTICLE G.3. INVOICE SUBMISSIONICONTRACT FINANCING REQUEST

a. Invoice/Financing Request Instructions for NIH Cost-ReimbursementType Contracts NIH(RC)-1 are


attached and made part of this contract. The instructions and the following directions for the submission of
invoices/financing request must be followed to meet the requirements of a "proper" payment request
pursuant to V R 32.9. -,

(1) Invoices/financing requests shall be submitted as follows:

(a) To be considered a "proper" invoice in accordance with FAR 32.9, Prompt Payment, each invoice
shall clearly identify the two contract numbers that appear on the face page of the cantract as .-

follows:

Contract No. (HHSN272200600020C)

ADB Contract No. (NO1-AO-60020)

(b) An original and two copies to the following designated billing office:

Contracting Officer
Office of Acquisitions
National Institute of Allergy and Infectious Diseases, NIH
Room 2NE-28
10401 Femwo~dRoad, MSC 4813
. BETHESDA Mb20817

(2) Inquiries regarding payment of invoices should be directed to the designated billing office, (301) 496-
3878.

ARTICLE G.4. CONTRACT FINANCIAL REPORT

a. Financial reports on the attached Form NIH 2706, Financial Report of Individual ProjectlContract, shall be
submitted by the Contractor in accordance with the Instructions for Completing Form NIH 2706, which
accompany the form, in an original and two copies, not later than the 30th working day after the close of the
reporting period. The line entries for subdivisions of work and elements of cost (expenditure categories)
which shall be reported within the total contract are discussed in paragraph e., below. Subsequent changes
andlor additions in the line entries shall be made in writing.
11
Conkact No. HHSN272200600020C, N01-AO-60020

b. Unless otherwise stated in that part of the Instructions for Completing Form NIH 2706, entitled
"PREPARATION INSTRUCTIONS,"all columns A through J, shall be completed for each report submitted.
-
-
c. The first financial report shall cover the period consisting of the First Full Three Calendar Months following
the date of the contract, in addition
- - -
to any fractional part of the initial month. Thereafter, reports will be on a
quarterly2asE7

d. The Contracting Officer may require the Contractor to submit detailed support for costs contained in one or
more interim financial reports. This clause
- does not supersede the record retention requirements in FAR
Part 4.7.
-
e. The listing of expenditure categories to be reported is incorporated within the ~ttachmententitled, "Financial
'Report of Individual Project/Contract, NIH 2706," located in SECTION J and made a part of this contract.

f. The Government may unilaterally revise the NIH 2706 to reflect the allotment of additional funds.

ARTICLE G.5. INDIRECT COST RATES

In accordance with Federal Acquisition Regulation (FAR) (48 CFR Chapter 1) Clause 52.216-7 (d)(2), Allowable
Cost and Payment incorporated by reference in this contract in PART 11, SECTION I, the cognizant Contracting
Officer representative responsible for negotiating provisional and/or final indirect cost rates is identified as follows:
. -,.

. . Director, Division of Financial Advisory Services


Office of Acquisition Management and Policy
National Institutes of Health
6100 Building, Room 6B05
6100 EXECUTIVE BLVD MSC-7540
BETHESDA MD 20892-7540
..
---
.- -- .-.- - :-

These rates are hereby incorporated without fur&her action of the Contracting Officer.

ARTICLE G.6. POST AWARD EVALUATION OF CONTRACTOR PERFORMANCE

a. Contractor Performance Evaluations

Interim and final evaluations of contractor performance will be prepared on this contract in accordance with
FAR 42.1 5. The final performance evaluation will be prepared at the time of completion of work. In addition
to the final evaluation, interim evaluations will be prepared annually to coincide with the anniversary date of
the contract.

Interim and final evaluations wilt be provided to the Contractor as soon as practicable after completion of
- -.
the evalua$on. The Contractor Eill be permined thirty days to review the document and to submit additional
information or a rebutting statement. If agreement cannot be reached between the parties, the matter will be
-
referred to an individual one level above the Contracting Officer, whose decision will be final.
- -

Copies of the evaluations, contractor responses, and review comments, if any, will be retained as part of the
contract file, and may be used to support future award decisions.

b. Electronic Access to Contractor Performance Evaluations

Contractors that have Internet capability may access evaluations through a secure Web site for review and
comment by completing the registration form that can be obtained at the following address:
Contract No. HHSN272200600020C, NO1-A060020

The registration process requires the contractor to identify an individual that will serve as a primary contact
and who will be authorized access to the evaluation for review and comment In addition, the contractor will
be required to identify an alternate contact who will be responsible for nobfying the cognizant contracting
official in the event the primary contact-isunavailable to process the evaluation within the required 30day
time frame.

-
SECTION H SPECIAL CONTRACT REQUIREMENTS

. -
a. Pursuant to Public Law(s) cited in paragraph b., below, contract funds shall not be used to carry out any
program of distributing sterile needles or syringes for the hypodermic injection of any illegal drug.

b. Public Law and Section No. . Fiscal Year Period Covered

P.L. 109-149, Title V-General Provisions 2006


Section 505

-
ARTICLE H.2. OPTION PROVISION

Unless the Government exercises its option pursuant to the Option Clause set forth in ARTICLE 1.3., the contract
will consist only of the Base Period of the Statement of Work as defined in Sections C and F of the contract
Pursuant to clause 52.217-9 set forth in ARTICLE 1.3. of this contract, the Government may, by unilateral contract
modification, require the Contractor to perform additional options set forth in the Statement of Work and also
defined in Sections C and F of the contract If the Government exercises this option, notice must be given at least
60 days prior to the expiration date of this contract, and the estimated cost plus fixed fee of the contrac~willbe
-
increased as set forth in the OPTION PRICES Arbcle in SECTION B of this contract.

ARTICLE H.3. SUBCONTRACTING PROVISIONS

a. Small Business Subcontracting Plan

(1) The Small Business Subcontracting Plan, dated 9/12/2006, is attached hereto and made a part of this
contract.

(2) The failure of any Contractor or subcontractor to comply in good faith with FAR Clause 52.219-8,
entitled "Utilization of Small Business Concerns" incorporated in this contract and the attached
Subcontracting Plan, will b-e a matenal breach of such contract or subcontract and subject to the - --
remedies resewed to the Gzvemment under FAR Clause 52.21 9-16 entitled, "Liquidated Damages- -
Subcontracting Plan."
- --
b. Subcontracting Reports '

The Contractor shall submit the following Subcontracting reports electronically via the "electronic
Subcontracting Reporting System (eSRS) at htiD:l/www.esrs.~ov.

(1) individual Subcontract Reports (ISR)

Regardless of the effective date of this contract, the Report shall be submitted on the following
dates for the entire life of this contract:
Contract No. HHSN272200600020C, NO1-AO-60020

April 30th
October 30th

(2) Summarji Subcontract Report (SSR)

Regardless of the effective date of this contract, the Summary Subcontract Report shall be
sub?%itted~nnually
on the Tollowing date for h e entire life of this contract:

October

For both the Individual and Summary Subcontract Reports, the Contract Specialist shall be included as a
- - contact for notification purposes at the following e-mail address: -
.. .

tnestor@niaid.nih.gov
Terrie Nestor, Contract Specialist

ARTICLE H.4. ACCESS TO NATIONAL INSTITUTES OF HEALTH (NIH) ELECTRONIC MAIL

All Contractor staff that have access to and use of NIH electronic mail (e-mail) must identify themselves as
contractors on all outgoing e-mail messages, including those that are sent in reply or are forwarded to another
user. To best comply with this requirement, the contractor staff shall set upan e-mail signature ("Autosignature")
or-an electronic business card rVcardu) on each contractor employee's computer system andlor Personal Digital - -.
-.
Assistant (PDA) that will automatically display "Contractor" in the signature area of all e-mails sent.

ARTICLE H.5. PUBLICATION AND PUBLICITY

The contractor shall acknowledge the support of the National lnstitutes of Health whenever publicizin~fhe
work
under this contract in any media by including an acknowledgment substantially as follows:

"This project has been funded in whole or in part with Federal funds from the National Institutes of
Allergy and Infectious Diseases, National lnstitutes of Health, Depattment of Health and Human
Services,under Contract No. HHSN272200600020C."

ARTICLE H.6. PRESS RELEASES

a. Pursuant to Public Law@)cited in paragraph b., below, the contractor shall clearly state, when issuing
statements, press releases, requests for proposals, bid solicitations and other documents describing
projects or programs funded in whole or in part with Federal money: (1) the percentage of the total costs of
the program or project which witl be financed with Federal money; (2) the dollar amount of Federal funds for
- the projector program; and (3) thie percentage and dollar amount of the total costs of the project or program -
that will be financed by nongovernmental sources. -
- --
b. Public Law and Section No. Fiscal Year Period Covered

P.L. 109-149, Title V-General Provisions 2006


Section 506

ARTICLE H.7. REPORTING MAITERS INVOLVING FRAUD, WASTE AND ABUSE

Anyone who becomes aware of the existence or apparent existence of fraud, waste and abuse in NIH funded
programs is encouraged to report such matters to the HHS Inspector General's Office in writing or on the
Inspector General's Hotline. The toll free number is 1-800-HHS-TIPS (1-800-447-8477). All telephone calls will
be handled confidentially. The e-mail address is Htios@os.dhhs.qovand the mailing address is:
14
Contract No. HHSN272200600020C, NO1-AO-60020

Office of Inspector General


Department of Health and Human Services
TIPS HOTLINE
P.O. Box 23489
Washing@g, D.C. 20026 .

ARTICLE H.8. ANTI -LOBBYING


-
a. Pursuant to Public Law(s) cited in paragraph c., below, contract funds shall only be used for normal and
recognized executive-legislative relationships. Contract funds shall not be used, for publicity or propaganda -
purposes; or 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 legislature, except in presentation to the Congress or any State legislature itself.

b. Contract funds shall not be used to pay 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.

c. Public Law and Section No. Fiscal Yqir Period Covered

for a., above: P.L.109-149, Title V-General Provisions FY-06 (101112005-9/30/2006)


- Section 503a.

for b., above: P.L. 109-149, Title V-General Provisions FY-06 (101112005-9/30/2006)
Section 503b.
Contract No. HHSN272200600020C, NO1-AO-60020

PART II - CONTRACT CLAUSES

-
SECTION I CONTRACT CLAUSES
Contract No. HHSN272200600020C,NO1-AO-60020

ARTICLE 1.1. GENERAL CLAUSES FOR A COST-REIMBURSEMENT SERVICE CONTRACT FAR 52.252-2, -
CLAUSES INCORP-ORATED BY REFERENCE (FEBRUARY 1998)

This contract incorporates the following clauses by reference, with the same force and effect as if they were given
in full text Upm r e w t , the Contracting Officer will make their full text available. Also, the full text of a clause
may be accessed electronically at this address: htto://www.acauisition.oov/comDAar/index.htmI.

a. FEDERAL ACQUISITION REGULATION (FAR) (48 CFR CHAPTER 1) CLAUSES:


.-
FAR
CLAUSE NO. DATE TlTLE
52.202-1 Jul2004 Definitions (Over $100,000)
52.203-3 Apr 1984 Gratuities (Over $100,000) -
52.203-5 ' Apr 1984 Covenant Against Contingent Fees (Over $100,000)
52.203-6 Ju11995 Restrictions on Subcontractor Sales to the Government (Over $100,000)
-

52.203-7 Ju11995 Anti-Kickback Procedures (Over $100,000) _


52.203-8 Jan 1997 Cancellation, Rescission, and Recovery of Funds for Illegal or Improper
Activity (Over $100,000)
52.203-1 0 -Jan 1997 Price or Fee Adjustment for Illegal or Improper Activity (Over $100,000)
52.203-1 2 Sep 2005 Limitation on Payments to Influence Certain Federal Transactions (Over
$100,000)
52.204-4 Aug 2000 Printed or Copied Double-Sidedon Recycled Paper (Over $1OQ@O)
52.204-7 Jul2006 Central Contractor Registration
52.209-6 Jan 2005 Protecting the Government's Interests When Subcontracting With
Contractors Debarred, Suspended, or Proposed for Debarment (Over
$25,000)
52.21 5-2 Jun 1999 Audit and Records - Negotiation (Over $1 00,000)
52.21 5-8 Oct 1997 Order of Precedence - Uniform Contract Format
52.21 5-10 Oct 1997 Price Reduction for Defective Cost or Pricing Data
52.21 5-12 Oct 1997 Subcontractor Cost or Pricing Data (Over $500,000)
52.21 5-15 Oct 2004 -Pension Adjustments and Asset Reversions
- -
52.21 5-18 Jul2005 Reversion or Adjustment of Plans for Post-Retirement Benefits (PRB) other
than Pensions
52.21 5-19 Oct 1997 Notification of Ownership Changes
52.21 5-21 Oct 1997 Requirements for Cost or Pricing Data or Information Other Than Cost or
Pricing Data - Modifications
52.21 6-7 Dec 2002 Allowable Cost and Payment
52.21 6-8 Mar 1997 Fixed Fee
52.21 9-8 May 2004 Utilization of Small Business Concerns (Over $1 00,000)
Contract No. HHSN272200600020C, NO1-AO-60020

I Jul2005 Small Business Subcontracting Plan (Over $500,000, $1,000,000 for

I Pan
Consb-uction)
52.219-16 lgg9 Liquidated Damages - Subcontracting Plan (Over $500,000, $1,000,000 for i
Construction) I
52.222-2 ---- itth 1990 - --Paymentfor Overtime Premium (Over $100,000) (Note: The dollar amount
in paragraph (a) of this clause is $0 unless otherwise specified in the
contract.) I

-
/ Jun 2003
- -
I ConvicLLabor -
1
52.222-21
I
Feb 1999
I
Prohibition of Segregated Facilities iI
I Apr 2002 I Equal Opportunity
I
52.222-26 1
52.222-35 Dec 2001 Equal Opportunity for Special Disabled Veterans, Veterans of the Vietnam
Era, and Other Eligible Veterans
52.222-36 Jun 1998 Affirmative Action for Workers with Disabilities 1
1 52-222-37
52.222-50
I Dec2001
Apr 2006
Employment Reports on Special Disabled Veterans, Veterans of the
Vietnam Era, and Other Eligible Veterans
Combating Trafficking in Persons
-
-

52.223-6 - May 2001 Drug-Free Workplace


52.223-1 4 Aug 2003 Toxic Chemical Release Reporting (Over $100,000)
52.225-1 Jun 2003 Buy American Act - Supplies
I Restrictions on Certain ~oreign-purchases - - - -- ..

-
I Authorization and Consent I
52.227-2 Aug 1996 Notice and Assistance Regarding Patent and Copyright infringement (Over
$100,000)
52.227-3 Apr 1984 Patent Indemnity
52.227-1 4 Jun 1987 Rights in Data - General
52.232-9 Apr 1984 Limitation on Withholding of Payments
52.232-1 7 Jun 1996 Interest (Over $100,000)
52.232-20 Apr 1984 Limitation of Cost
-
52.232-23 - Jan 1986 Assignment of Claims
52.232-25 Oct 2003 Prompt Payment, Alternate I (Feb 2002)
52.232-33 Oct 2003 Payment by Electronic Funds Transfer-Central Contractor Registration
52.233-1 Jul2002 Disputes
52.233-3 Aug 1996 Protest After Award, Alternate I (Jun 1985)
52.233-4 Oct 2004 Applicable Law for Breach of Contract Claim
52.242-1 Apr 1984 Notice of Intent to Disallow Costs
52.242-3 May 2001 Penalties for Unallowable Costs (Over $500,000)
Contract No. HHSN272200600020C, N01-A060020

52.242-4 1 Jan 1997 Certification of final Indirect Costs I


52.242-1 3 / Jul 1995 Bankruptcy (Over $1 00,000) 1I
52.243-2 Aug 1987 Changes - Cost ~eimbursement,Alternate I (Apr 1984)
52.244-2 -- Aug 1998 - Subcontracts, Alternate I (January 2006)
52.244-5 Dec 1996 Competition in Subcontracting (Over $100,000)
52.244-6 Feb 2006 Subcontracts for Commercial Items
-
52.245-5 May 2004 Government Property (Cost-Reimbursement,Tme and Material, or Labor-
Hour Contract)
52.245-9 Aug 2005 Use and Charges
52.246-25 Feb 1997 Limitation of Liability - Services (Over $100,000)
52.249-6 I Sep 1996 Termination (Cost-Reimbursement)
52.249-14 Apr 1984 Excusable Delays
52.253-1 Jan 1991 Computer Generated Forms

. b. . DEPARTMENT OF HEALTH AND HUMAN SERVICES ACQUISITION REGULATION (HHSAR) (48 CFR
CHAPTER 3) CLAUSES:
I HHSAR /
CLAUSE NO. 1 DATE I TITLE
352.202-1 Jan 2001 Definitions - with Alternate paragraph (h) (Jan 2001)
I I - - --
-- -
352216-72 / Oct 1990 Additional Cost Principles
352.228-7 Dec 1991 Insurance - Liability to Third Persons
I Apr 1984 I Withholding of Contract Payments
I

352.232-9
I I
352.233-70 Apr 1984 Litigation and Claims
352.242-71 Apr 1984 final Decisions on Audit Findings
352.270-5
I
Apr 1984 1 Key Personnel
I

352.270-6 Jul1991 Publications and Publicity


,
/
1

352.270-7 Jan 2001 Papelwork Reduction Act


IEnd of GENERAL CLAUSES FORCOST-REIMBURSEMENT SERVICE CONTRACT - Rev.

ARTICLE 1.2 AUTHORIZED SUBSTITUTION OF CLAUSES

ARTICLE 1.1. of this SECTION is hereby modified as follows:

FAR Clauses 52.215-1 5, Pension Adjustments And Asset Reversions (October 2004); 52.21 5-1 8,
Reversion Or Adjustment Of Plans For Post Retirement Benefits (PRB) Other Than Pensions (July
2005); and, 52.215-19, Notification Of Ownership Changes (October 1997), are deleted in their entirety.
Contract No. HHSN272200600020C, NO1-A060020

ARTICLE 1.3. ADDITIONAL CONTRACT CLAUSES

This contract incorporates the following 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.

a. FEDEWI,ACQ;\VISITIONPEGULATION (FAR) (48 CFR CHAPTER 1) CLAUSES

(2) FAR Clause 52.204-9, Personal Identity Verification of Contractor Personnel (January 2006).

(3)

(4)
FAR Clause 52.215-17, Waiver of Facilities Capital Cost of Money (October 1997).

FAR Clause 52.2178, Option to Extend Sewices (November 1999).


I
"...The Contracting Officer may exercise the option by written notice to the Contractor within 30
daJ&

(5) FAR Clause 52.217-9, Option to Extend the Term of the Contract (March 2000).

'(a) The Government may extend the term of this contract by written notice to the Contractor
I
within 60 davs ; provided that the Government gives-the C~ntractora preliminary written notice of
its intent to extend at least 60days before the contract expires. The preliminary notice does
not commit the Government to an extension.
- I

(c) The total duration of this contract, including the exercise of any options under this clause, shall
not exceed 60 months."

(6) -
FAR Clause 52.227-14, Rights in Data General (June 1-987). -- -- - -
(7) FAR Clause 52.230-3, Disclosure and consistency of Cost Accounting Practices (April 1998).

(8) FAR Clause 52.230-6, Administration of Cost Accounting Standards (April 2005).

(9) FAR Clause 52.232-1 8, Availability of Funds (April 1984).

FAR Clause 52.242-4, Certification of Final Indirect Costs (January 1997).


I
(10)

b. DEPARTMENT OF HEALTH AND HUMAN SERVICES ACQUISITION REGULATION (HHSAR) (48


CHAPTER 3) CLAUSES:

(1 HHSAR Clause 352.224-70, Confidentiality of Information (April 1984 - including revisions


mandated by the 1/3/2005 Fed-e~alRegister notice which was effective March 2005).
- -
c. NATIONAL INSTITUTES OF HEALTH (NIH) RESEARCH CONTRACTING (RC) CLAUSES:
- -
The following clauses are attached and made a part of this contract:
I
ARTICLE 1.4. ADDITIONAL FAR CONTRACT CLAUSES INCLUDED IN FULL TEXT

This contract incorporates the following clauses in full text.


I
FEDERAL ACQUISITION REGULATION (FAR)(48 CFR CHAPTER 1) CLAUSES:

a. FAR Clause 52.222-39, Notification Of Employee Rights Concerning Payment Of Union Dues Or Fees
(December 2004)
- ..
-.-

Contract No. HHSN272200600020C, NO1 -A080020

Definition. As used in this clause-


United States means the 50 States, the District of Columbia, Puerto Rico, the Northern Mariana
Islands, American Samoa, Guam, the U.S. Virgin Idands, and Wake Island.

Except a~grovidedin paragraph (e) of this clause, during the term of this contract, the Contractor shall
post a notice, in the form of a poster, informing employees of their rights concerning union membership
and payment of union dues and fees, in conspicuous places in and about all its plants and offices,
including all places where notices to employees are customarily posted. The notice shall include the
following information (except that me information pertaining to National Labor Relations Board shall not
be included in notices posted in the plants or officesof camers subject to the Railway Labor Act, as
amended (45 U.S.C. 151-188))
Notice to Employees

Under Federal law, employees cannot be required to join a union or


maintain membership in a union in order to retain their jobs. Under certain
conditions, the law permits a union and an employer to enter into a union-security
agreement requiring employees to pay uniform periodic dues and initiation fees.
However, employees who are not union members can object to the use of their
payments for certain purposes and can only be required-to pay their share of
union costs relating to collective bargaining, contract administration, and
grievance adjustment
-
If you do not want to pay that portion of dues or fees used to support
activities not related to collective bargaining, contract administration, or grievance
adjustment, you are entitled to an appropriate reduction in your payment. If you
believe that you have been required to pay dues or-fees used in part to support --- - .
activities not related to collective bargaining, contract administration, or grievance -
adjustment, you may be entitled to a refund and to an appropriate reduction in
future payments.

For further information concerning your rights, you may wish to


contact the National Labor Relations Board (NLRB) either at one of its Regional
offices or at the following address or toll free number:

National Labor Relations Board


Division of Information
1099 14th Street, N.W.
Washington, DC 20570
1-866-667-6572
1-866-316-65T2_(7TY)
-
To locate the nearest NLRB office,see NLRB's website at htto://w\~.nlrb.oov.

The Contractor shall comply with all provisions of Executive Order 13201 of February 17, 2001, and
related implementing regulations at 29 CFR part 470, and orders of the Secretary of Labor.

In the event that the Contractor does not comply with any of the requirements set forth in paragraphs
(b), (c), or (g), the Secretary may direct that this contract be cancelled, terminated, or suspended in
whole or in part, and declare the Contractor ineligible for further Government contracts in accordance
with procedures at 29 CFR part 470, Subpart B--Compliance Evaluations, Complaint Investigations
and Enforcement Procedures. Such other sanctions or remedies may be imposed as are provided by
29 CFR part 470, which implements Executive Order 13201,or as are otherwise provided by law.
The requirement to post the employee notice in paragraph (b) does not apply to--
Contract No. HHSN27220060002OC, NO1-AO-60020

(1) Contractors and subcontractors that employ fewer than 15 persons;

(2) Contractor establishments or construction work sites where no union has been formally
recognized by the Contractor or certified as the exclusive bargaining representative of the
Contractor's employees;
a
.- 3.J

(3) Contractor establishments or construction work sites located in a jurisdiction named in the
definition of the United States in which the law of that jurisdiction forbids enforcement of union-
security agreements;
-
(4) Contractor facilities where upon the written request of the Contractor, the Department of Labor
-
Deputy Assistant Secretary for Labor-Management Programs has waived the posting
requirements with respect to any of the Contractor's facilities if the Deputy Assistant Secretary
finds that #e.Contractor has demonstrated that-

(i) The facility is in all respects separate and distinct from activities of the Contractor related to
the performance of a contract; and
(ii) Such a waiver will not interfere with or impede the effectuation of the Executive order; or

(5) Work outside the United States that does not involve the recruitment or employment of workers
within the United States. -- -

(f) The Department of Labor publishes the official employee notice in two variations; one for contractors -
covered by the Railway Labor Act and a second for all other contractors. The Contractor shall--

(1) Obtain the required employee notice poster from the Division of Interpretations and Standards,
Office of Labor-Management Standards, U.S. Department of Labor, 200 Constitution Avenue,
NW, Room N-5605, Washington, DC 20210, or from any field office of the DepartmepLs Office of
Labor-Management Standards or Office of Federal Contract Compliance Programs;
-
(2) Download a copy of the poster from the Office of Labor-Management Standards website at
http://www.olms.dol.gov; or

(3) Reproduce and use exact duplicate copies of the Department of Labor's official poster.

(g) The Contractor shall include the substance of this clause in every subcontract or purchase order that
exceeds the simplified acquisition threshold, entered into in connection with this contract, unless
exempted by the Department of Labor Deputy Assistant Secretary for Labor-Management Programs
on account of special circumstances in the national interest under authority of 29 CFR 470.3(c). For
indefinite quantity subcontracts, the Contractor shall include the substance of this clause if the value of
orders in any calendar year of the subcontract is expected to exceed the simplified acquisition
threshold. Pursuant to 29 CFR part 470, Subpart B-Compliance Evaluations, Complaint Investigations - .
and Enforcement Procedures, the Secretary of Labor may direct the Contractor to take such action in
the enforcement of these regulations, including the imposition of sanctions for noncompliance with
?

respect to any such subcontract or purchase order. If the Contractor becomes involved in litigation
with a subcontractor or vendor, or is threatened with such involvement, as a result of such direction,
the Contractor may request the United States, through the Secretary of Labor, to enter into such
litigation to protect the interests of the United States.
Contract No. HHSN272200600020C,NO1 -A080020

PART Ill-LIST OF DOCUMENTS, EXHIBITS AND OTHER ATJACHMENTS

-
SECTION J LIST OF ATTACHMENTS

The following documents are attached and incorporated in this contract:

1: Statement of Work, 4 pages. .-

2. Invoice/Financing Request Instructions for NIH Cost-Reimbursement Type Contracts, NIH(RC)-1,4 pages -
3. Financial Report of Individual ProjectIContract, NIH 2706, (5/97), 1 page.
4. Instructions for Completing form NIH 2706, Financial Report of Individual ProjecffContract, (5/97), 3 pages.
5. Small Business Subcontracting Plan, (9/12/2006), 8 pages.
6. Procurement of Certain Equipment, NIH(RC)-7,4/1/84, 1 page.
7. Disclosure of Lobbying Activities, SF-LLL,dated 7/97,3 pages.
Contract No. HHSN272200600020C, NO1 -AO-60020

-. PART IV
-
-
SECTION K REPRESENTATIONS AND CERTIFICATIONS

The following documents are incorporated by reference in this contract:

-
1. Annual Representations and Certifications completed and located at the Online Representations and
-- -
Certifications Application (ORCA) website. F i s includes the changes identified in paragraph @) of the FAR
provision 52.204-8, Annual Representations and Certifications, contained in the contractor's proposal.]

END of the SCHEDULE


(CONTRACT)
Contract No. HHSN272200600020C, NO1-AO-60020

STATEMENT OF WORK
Part I. Background
- and Objectives

The capacity to evaluate pathophysiologic processes and evaluate innovative therapeutic modalities in an efficient and
expeditious mapner-igan essential element of the efforts of the National Institute of Allergy and Infectious Diseases
(NIAID). The lnstitute has supported efforts to evaluate control measures for infectious diseases during past decades and
Phase I and Phase II clinical trials of drugs and immunomodulating agents for the prevention and therapy of infectious
diseases. With an increasing perception that old barriers to the spread of infectious diseases no longer are sufficient, the
necessity for intramural activities and the Division of Clinical Research to broaden recruitment both nationally and in the
increasingly diverse Washington metropolitan area has heightened. -
The objective of this contract is to assist (NIAID) investigations into infectious and inflammatory diseases of continued,
increasing, or imminent importance by facilitating patient recruitment both locally and nationally. This is to be
accomplished by several mechanisms:

1. Establishing and maintaining relationships with community-based, public health and hospital-based clinics in the
Washington- Baltimore metropolitan area within 50 miles of the National Institutes of Health, Bethesda, Maryland
campus. The purpose of such relationships is to promote recruitment of eligible patients into various NlAlD clinical
studies. Immigrant populations served by health facilities within this catchment area represent virtually every area
of emerging infectious diseases in the world, especially Africa, Latin America and Asia. This improves NIAID's
access to a population of patients who represent the NIH's goal of improving minority recruitment, providing --,

underserved populations access to studies, and broadens the NIAID's understanding of population characteristics
that may be relevant to NIH interventions throughout the world. Furthermore, this contract will improve access to
the broad international community in the Washington metropolitan area which will benefit from NlAlDprograms by
providing increased access to microbiologic isolates from throughout the world, and will assist NlAlD scientists in
-
understanding specific pathophysiologic processes and pathogens that have their origin else~here
directly affect domestic health agendas.
but may -
The clinics with which NIAIDIDIR currently has established relationships are:
Upper Cardozo Health Center, Unity Health Care, Inc. (Washington, D.C.)
Center for Creative Non-Violence Clinic (CCNV), Unity Health Care, Inc. (Washington, D.C.)
La Clinica del Pueblo (Washington, D.C.)
Whitman-Walker Clinics (Northem Virginia, Max Robinson)
Family and Medical Counseling Services (Washington, D.C.)
Phoenix Health Center, Unity Health Care
Washington Hospital Center, lnfectious Diseases Clinic (Washington, D.C.)
Casey Health Center
Walker-Jones Health Center, Unity Health Care
Area C Chest Clinic, District of Columbia Tuberculosis Control (Washington, D.C.)
Arlington County TuberculosTs_Services/Chest Clinic, Arlington County Department of Human Services (Virginia)-
-- --
-
The current relationships listed above will be reviewed by the Project Officer on an annual basis for productivity if
- ..
terms of study referral and enrollment. Reassessment of these relationships by the Project Officer will be based
on a productivity assessment and decisions about continuing these associations or developing others will be
made on a yearly basis.

2. In addition efforts focused on the Washington metropolitan area, this contractor will also provide support to
selected NlAlD protocols for which nation-wide recruitment is desired

3. Provide additional personnel to support the NIAID intramural patient recruitment efforts.

Part II. Requirements

Statement of Work ATTACHMENT 1


Contract No. HHSN272200600020C, NO1-AO-60020

A. Specifically, work shall consist of the following activities:

1. Maintain liaisons with the above listed clinics that are diagnosing and treating either US citizens or
immigrant communities whish regularly preserrt with diseases of interest to the current NlAlD research
proaram. such as HIV. tuberculosis and chronic heoatitis. Liaisons may be made with additional hospltal
--or public healthdepartment based clinics at the discretion of the Project Officer. There will be an annual
assessment of the representation of women and minorities in the overall population served by these
services, since it is of compelling scientific importance and NIH policy to broaden the parbcipation of these
groups in clinical studies. The Project Officer may also instruct the contractor to discontinue liaisons with
particular clinics during the course of the contract. It is anticipated that the number of clinics will not
exceed tvirelve (12) at any one time. Note: Evidence of facilities' willingness to participate should be
included with the technical proposal.
-

Develop informational materials appropriate for patient and physician populations. These informational
materials will describe the disease processes of interest to NIH researchers in a way that improves patient
and provider understanding of the importance of biomedical research activities and the nature of clinical
trials in general. The efforts of NlAlD in research in emerging infectious diseases (prevention and therapy)
and current efforts to improve the science and clinical care of prevalent diseases such as HIV and chronic
hepatitis will be emphasized. This will require the development and distribution of educational
materials/brochures, the subjects of which will be determined in consultation with the Project Officer. On
an annual basis the contractor shall design, develop, and &tribute: three topic brochures and one topic
booklet. The NIH shall be liable for the cost of printing associated with the production of the materials
outlined herein. A draft of the brochure will be required for review and approval by the NlAlD Project :.
Officer within 30 days after a topic has been identified. The materials will be produced in sufficient
quantities (i.e. 1000-2000 copies) for patients and physicians in collaborating facilities. These brochures
may need to be updated or modified as new treatments and trials become available.

3. -
Design, development, and implementation of an annual recruitment campaign for cli~i!ic_l.studies
.
-
conducted by NIAID comprised of the following:

Four major media campaigns that shall consist of advertisements in area newspapers and other
print media; radio advertisements; postings in buses and metro trains);

Quarteriy outreach campaigns that consist of meetings in a community of interest (those who
speak Spanish, for instance), facilitated by the contractor, that integrate the interests of that
. community with a review of the impact and relevance of current NIH protocols.

Three to Four targeted mailings of informational material regarding NlAlD intramural protocols to.
physician and patient groups and compile responses received from these mailings

4. Contractor's recruitment and outreach liaison activities shall incorporate:


- - - -- --
the transportation of patients from their homes or clinics to the NIH Clinical Center -
the transportation of s~ecimenscollected in the community to NIH or associated research
facilities.
on site pre-screening of potential participants for intramural NlAlD studies by a Registered Nurse
Provision of translation services as needed
Provision of phlebotomy services when needed

5. Provide Administrative Support to the NlAlD Clinic's local and national patient recruitment efforts.

6. Provide Administrative Support for NlAlD Friday Grand Rounds Continuing Medical Education (CME)
accredited series in collaboration with the NlAlD Activity Director and the Intramural Clinical Managemel
and Operations Branch (ICMOB) Branch Chief. Contractor shall, on an annual basis, play an integral rol
in submission of: (i) an on line automated CME application to the NIH Office of Education due on or
statement of Work 2 AITACH'MENT _1
Contract No. HHSN272200600020C, NO1-AO-60020

before May 1; (ii) post program documentation due on or before July 31st; and (iii) ongoing coordination
and administrative support for up to 42 separate one hour lectures, including, but not limited to sign in
sheets for attendees and distribution & collection of evaluation forms and disclosure forms.
-

7. Arrange periodic meetings with key staff of participating facilities and the NIH Project Officer to discuss
---progress of theprogram and any specific areas of emphasis requiring additional direction.

8. Provide administrative support to both NlAlD activities in the community and to community facilities and
organizations in order to facilitate the participation of providers and patients in clinical and basic research
projects. Administrative support shall include but not be limited to: providing support for patient data entry;
making appointment reminder calls to patients, assist patients in completion of paperwork for the Federal
.. . Comprehensive AIDS Resources Emergency (CARE) Act and data capture, facilitate distribution and -
accounting of patient support funds; provide meeting support

9. Contractor's targeted monthly referrals shall be approximately twelve (12) appropriately screened
candidates to NlAlD per month.

10. Provide for the collection and timely transportation of biologically viable clinical materials such as blood,
blood products, PBMCs and relevant microbiologic specimens as identified by the NIAID Project Officer, tc
the NIH, Bethesda or Rockville, Maryland, or NIH-associated research facilities in Frederick, Maryland.
-
While much of the clinical material will become available from the local facilities identified above, the
Contractor shall have provisions for the safe transportation of potentially hazardous biological materials: 41
is anticipated that there might be the need for regular delivery of more than 200 samples per week from
the metropolitan Washington DC, George Washington and Johns Hopkins area to contract facilities in For'
Detrick, Frederick, Maryland, or to NIH Bethesda laboratories. The following shall be provided for each
specimen: Code
Gender -
-- - . -
Age of patient
Type of specimen
Pertinent epidemiologic data
Relevant contact information as consistent with informed consent and HlPPA
documentation.

11. The potential biohazards and transmissibility of agents of interest in infectious diseases research
(emerging infectious diseases, HIV, chronic hepatitis viruses, etc) require strict adherence to Centers for
Disease Control and Prevention OSHA guidelines, and any other state, local, or federal guidelines and
regulations relating to the health and safety of personnel. Additional technical risks include handling of
blood samples and human secretions that could potentially be contaminated with infectious agents. The
Contractor shall ensure that staff has appropriate training and that appropriate facilities and waste
handling techniquesare used for work with this contract. The contractor shall assume responsibility for
.- compliance with all &ate, local, and federal regulations for shipping and transporting biological and/or - -.
hazardous materials.
-
- ..
12. Provide personnel with training in good clinical practice and institutional review board (IRB) procedures i
order to assist collaborating facilities (NIAID and off campus clinics) in the management of their own IRB
and communication with the NIH IRB.

13. Provide personnel, as needed, with RN or equivalent level training to serve as patient recruitment
specialist based in the NlAlD Intramural Research Clinics. It is anticipated that this individual would be 1
primary recipient of patient referrals to the clinic, make preliminary assessment of protocol eligibility, ant
work with individual Clinic Staff to direct patients to protocols for which they may be eligible.

6. Key Personnel

Statement of Work
Contract No. HHSN272200600020C, NOI-AO-60020

Based on the requirements outlined in Section A., the contractor is expected to provide a registered nurs?.
community outreach workers, along with administrative support, data management and web support staff.
Qualifications of these key personnel will be evaluated prior to award. For personnel communicating
directly with the patients, bilingual and multilingual candidates (especially Spanish speaking) may be more
highly rated (depending on other qualifications.)
-- -
C. l&Ggement and kesources

Contractor must provide a management plan with the proposal submission. This plan must detail the
contractor's proposed methods for managing the patient recruitment efforts. This plan must also detail thi3
contractor's proposed resources and how the use of these resources will benefit the NIAID.
-
D. Reporting Requirements

The Contractor shall submit quarterfy reports in accordance with the delivery schedule.
Such reports shall include the following specific information:

a. A brief description of the work performed during the period reported upon,
including the number of patients referred to individual studies and how many
of those referred actually enrolled in protocols. -

Statement of Work
Contract No. HHSN272200600020C, NO1-AO-60020

INVOICE/FINANCING REQUEST INSTRUCTIONS


FOR NIH COST-REIMBURSEMENT TYPE CONTRACTS. NIH(RC)-1
-. ,

General: The contractor shall submit claims for reimbursementin the manner and format described herein and
-
as illustrated inQe s w l e invoicejfinancing request.

Format: Standard Form 1034, 'Public Voucher for Purchases and Services Other Than Personal,' and Standard
Form 1035, "Public Voucher for Purchases and Services Other Than Personal- Continuation Sheet' or
reproduced copies of such forms marked ORIGINAL should be used to submit claims for reimbursement. In lieu
of SF-1034 and SF-1035, claims may be submitted on the payee's letter-head or selfdesigned form provided that
.. . it contains the information shown on the sample invoicefinancing request.

Number of Copies: As indicated in the Invoice Submission Clause in the contract.

Frequency: Invoices/financing requests submitted in accordance with the Payment Clause shall be submitted
monthly unless otherwise authorized by the contracting officer.

Cost Incurrence Period: Costs incurred must be within the contract performance period or covered by
precontract cost provisions.

Billing of Costs Incurred: If billed costs include: (I) costs of a prior tj'illing period, but not previously billed; or (2)
costs incurred during the contract period and claimed after the contract period has expired, the amount and
month(s) in which such costs were incurred shall be cited.

Contractor's Fiscal Year: Invoicesfinancing requests.shallbe prepared in such a manner that costs claimed
can be identified with the contractor's fiscal year.

Currency: All NIH contracts are expressed in United States dollars. when payments are made in a-&mency
other than United States dollars, billings on the contract shall be expressed, and payment by the United States
Govemment shall be made, in that other currency at amounts coincident with actual costs incurred. Currency
fluctuations may not be a basis of gain or loss to the contractor. Notwithstanding the above, the total of all
invoices paid under this contract may not exceed the United States dollars authorized.

Costs Requiring Prior Approval: Costs requiring the contracting officer's approval, which are not set forth in an
Advance Understanding in the contract shall be so identified and reference the Contracting Officer's Authorization
(COA) Number. In addition, any cost set forth in an Advance Understanding shall be shown as a separate line
item on the request.

Invoiceffinancing Request Identification: Each invoice/financing request shall be identified as either:

(a)
contract performance period.
- Request - These are interim payment requests submitted during the
Interim Invoice/Contract Financing

.. (b) Completion Invoice -The completion invoice is submitted promptly upon completion of the work; but no
later than one year from the contract completion date, or within 120 days after settlement of the final indirect
cost rates covering the year in which this contract is physically complete (whichever date is later). The
completion invoice should be submitted when all costs have been assigned to the contract and all
performance provisions have been completed.

(c) Final lnvoice - A final invoice may be required after the amounts owed have been settled between the
Govemment and the contractor (e.g., resolution of all suspensions and audit exceptions).

Preparation and Itemization of the Invoiceffinancing Request: The contractor shall furnish the information
set forth in the explanatory notes below. These notes are keyed to the entries on the sample invoice/financing
request.
Contract No. HHSN272200600020C, NO1-AO-60020

Designated Billing Office Name and Address - Enter the designated billing office name and address,
identified in the Invoice Submission Clause of the contract, on all copies of the invoiceffinancing request.

Invoice/Financing Request Number - lnsert the appwpriate serial number of the invoice/financing
request.

Date InveicdFkancing Request Prepared - lnsert the date the invoicelfinancing request is prepared.
Contract Number, ADB Number and Date - lnsert both the contract number and the ADB number (which
appears in the upper left hand comer of the face page of the contract), and the effective date of the contract
-
Payee's Name and Address -Show the contractor's name (as it appears in the contract), correct address, -
and the title and phone number of the responsible official to whom payment is to be sent When an
approved assignment has been made by the contractor, or a different payee has been designated, then
insert the name and address of the payee instead of the contractor.

Total Estimated Cost of Contract - lnsert the total estimated cost of the contract, exclusive of fixed-fee.
For incrementally funded contracts, enter the amount currently obligated and available for payment.

Total Fixed-Fee - lnsert the total fixed-fee (where applicable). For incrementally funded contracts, enter
the amount currently obligated and available for payment.
--

-
Billing Period lnsert the beginning and ending dates (month, day, and year) of the period in which costs . --.-.
were incurred-and for which reimbursement is claimed.

Amount Billed for Current Period - lnsert the amount billed for the major cost elements, adjustments,
and adjusted amounts for the period.
.-
Cumulative Ahount from Inception - Insert the cumulative amounts billed for the major cosf-dements
and adjusted amounts claimed during this contract.

Direct Costs - lnsert the major cost elements. For each element, consider the application of the
paragraph entitled "Costs Requiring Prior Approval" on page 1 of these instructions.

(I) Direct Labor - lnclude salaries and wages paid (or accrued) for direct performance of the contract.

(2) Fringe Benefits - List any fringe benefits applicable to direct labor and billed as a direct cost. Fringe
benefits included in indirect costs should not be identified here.

(3) Accountable Personal Property - Include permanent research equipment and general purpose
equipment having a unit acquisition cost of $1,000 or more and having an expected service life of more
than two years, and sensitive property regardless of cost (see the DHHS Contractofs Guide for Control
of Govemment Propem. h o w permanent research equipment separate from general purpose
- .
equipment. Prepare and attach the NIH Form entitled, "Report of Government Owned, Contractor Held -, -
Property," in accordance with the following instructions:

List each item for which reimbursement is requested. A reference shall be made to the following
(as applicable):

-The item number for the specific piece of equipment listed in the Property Schedule.
-The COA letter and number, if the equipment is not covered by the Property
Schedule.
-An asterisk (') shall precede the item if the equipment is below the approval level.

Further itemization of invoices/financing requests shall only be required for items having specific

ATTACHMENT 2
Contract No. HHSN272200600020C.NO1-AO-60020

limitations set forth in the contract.

(4) -
Materialsand Supplies lnclude equipment with unit costs of less than $1,000or an expected
service life of two years or less, and consumable material and supplies regardless of amount.

(5) - - List remuneration in excess of the basic hourly rate.


P~emiurnPay

(6) Consultant Fee - List fees paid to consultants. ldentdy consultant by name or category as set forth
in the contract's advance understandingor in the COA letter, as well as the effort (i.e., number of
hours, days, etc.) and rate being billed.
-
. (7) Travel - lnclude domestic and foreign travel. Foreign travel is travel outside of Canada, the United
States and its territories and possessions. However, for an organization located outside Canada, the
United States and its tenitories and possessions, foreign travel means travel outside that country.
Foreign travel must be billed separately from domestic travel.

(8) Subcontract Costs - List subcontractor(s) by name and amount billed.

(9) Other - List all other direct costs in total unless exceeding $1,000in amount If over $1,000,list Cost
elements and dollar amounts separately. Ifthe contract contains restrictions on any cost element, that
cost element must be listed separately. --

(I) Cost of Money (COM) - Cite the COM factor and base in effect during the time the cost was incurred and ,

for which reirkbursement is claimed.

(m) indirect Costs-Overhead - Identify the cost base, indirect cost rate, and amount billed for each indirect
cost category.
- .
-:-.-.--,. - - - 4

(n) Fixed-Fee Earned - Cite the formula or method of computation for the fixed-fee (if any). The fixed-fee must
be claimed as provided for by the contract.

(0) Total Amounts Claimed - lnsei the total amounts claimed for the current and cumulative periods.
(p) Adjustments - lnclude amounts conceded by the contractor, outstanding suspensions, andlor
disapprovals subject to appeal.

(q) Grand Totals

The contracting officer may require the contractor to submit detailed support for costs claimed on one or
more interim invoices/financing requests.

ATTACHMENT 2
Contract No. HHSN272200600020C, NO1-AO-60020

SAMPLE INVOICEJFINANCINGREQUEST

(a) Billing Office Name


-
and Address @) Invoiceff~nancingRequest No.
NATIONAL INSTITUTES OF HEALTH
National Cancer Institute, OA (c) Date Invoice Prepared
-77
EPS,~ozm
6120 EXECUTIVE BLVD MSC
Bethesda, MD 20892-- (d) Contract No., ADB No., and Effective Date

(e) Payee's Name and Address


(f) Total Estimated Cost
of Contract
ABC CORPORATION
100 Main Street
Anywhere, U.S.A. zip code (g) Total Fixed Fee

Attention: Name. Title, and Phone Number


of Official to Whom Pavment is Sent

(h) This invoicefiinancing request represents reimbursable costs from Aug, 1,2003 through Aug. 31,2003
(i) mount Billed (j) Cumulative Amount
for Current Period From lnceotion -.
(k) Direct Costs -
(I) Direct Labor $3,400 $6,800
(2) Fringe Benefits 600 1,200
(3) Accountable Personal Property
(Attach Form HHS-565)
Permanent Research 3,000 6bE0-
General Purpose 2,000 2,000
(4) Materials and Supplies 2,000 4,000
(5) Premium Pay 100 150
(6) Consultant Fee-Dr. Jones 1 day @ 100 (COA #3) 100 100
(7) Travel (Domestic) 200 200
(Foreign) 200 200
(8) Subcontract Costs -0- -0-
(9) Other -0- -0-
Total Direct Costs $1 1,600 $20,650

(I) Cost of Money (Factor) of (Ap~ropriateBase) 2,400 3,600


(m) Indirect Costs -- Overhead
- Base (Formula)
% of Direct Labor or Other 4,000 6,000
.-.
(n) - Fixed-Fee-Earned (Formula) 700 1.400
- -
(0) Total Amount Claimed $18,700 $31,650
- . (p) Adjustments
Outstanding Suspensions (1,700)
(q) Grand Totals $18,700 $29,950

1'1 certify that all payments requested are for appropriate purposes and in accordance with the contract.'

Name of Official) (Title)


National Institutes of Health Project Task: Contract NO.: Date bf Report:
0990-0134
FINANCIAL REPORT OF INDIVIDUAL oego-0131
PROJECT/CONTRACT, NIH FORM 2706
Note: Complete this Form in Accordance with,
Accompanying lnstruct~ons
Reporting Period: Contractor Name and Address: i
I
I
1
Percentage of
Cumulative incurred Estimated Cost at Negotiated Varlance (Over
EfforVHours ~urnuialive Estimated
Expenditure Category
Incurred Cost
at End of Prior
Cost-
Current
Cost to Date Cost to Completion (F + Contract -
or Under) (I
(D + E) Complete G) Amount H)
Period Period
)
Negotiated Actual

A I3 C 0 E F G H I J
I

'!

!
II
I
I
--

I.
INSTRUCTIONS FOR COMPLETING FORM NIH 2706
"FINANCIAL REPORT OF INDIVIDUAL PROJECTICONTRACT"
GENERAL INFORMATiON -

Purpose. Form NIH 2706 is designed to: (1) provide a management tool for use by be NIH in monitoring the
application ofTiancZTand personnet resources to the NIH contracts; (2) provide contractors with financial and
personnel management data which is usable in their management processes; (3) promptly indicate potential
areas of contract underruns or overruns by making possible comparisons of actual performance and projections
with prior estimates on individual elements of cost and personnel; and (4) obtain contractor's analyses of cause
and effect of significant variations between acfual and prior estimates of financial and personnel performance.
.. -

REPORTING REQUIREMENTS

Scope. The specific cost and personnel elements to be reported shall be established by mutual agreement prior
to award. T h e Government may require the contractor to provide detailed documentation to support any
element(s) on one or more financial reports.

Number of Copies and Mailing Address. An original and two (2) copies of the report@)shall be sent to the
contracting officer at the address shown on the face page of the contract, no later than 30 working days after the
end of the period reported. However, the contract may provide for one of tt-recopies to be sent directly to the
project officer. . -*.

REPORTING STATISTICS

A modification which extends the period of performance of an existing-contractwill not require reporting on a
separate Form NIH 2706, except where it is determined by the contracting officer that separate r e p w t i q i s
necessary. Furthermore, when incrementally funded contracts are involved, each separate allotment is not
considered a separate contract entity (only a funding action). Therefore, the statistics under incrementally funded
contracts should be reported cumulatively from the inception of the contract through completion.

Definitions and Instructions for Completing Form NIH 2706. For the purpose of establishing expenditure
categories in Column A, the following definitions and instructions will be utilized. Each contract will specify the
categories to be reported.

(1) Key Personnel. include key personnel regardless of annual salary rates. All such individuals should be
listed by names and job titles on a separate line including those whose salary is not directly charged to the
contract but whose effort is directly associated with the contract. The listing must be kept up to date.

(2) Personnel-Other. List as oneamount unless otherwise required by the contract.


- -
- -a

(3) Fringe ~enefits.Include allowances and services provided by the contractor to employees as -
compensation in addition to regular salaries and wages. if a fringe benefit rate(s) has been established,
- -
identify the base, rate, and amount billed for each category. If a rate has not been established, the various
fringe benefit costs may be required to be shown separately. Fringe benefits which are included in the
indirect cost rate should not be shown here.

(4) Accountable Personal Property. Include nonexpendable personal property with an acquisition cost of
$1,000 or more and with an expected useful life of two or more years, and sensitive items regardless of cost.
Form HHS 565, "Report of Accountable Property," must accompany the contractor's public voucher (SF
1034lSF 1035) or this report if not previously submitted. See "Contractor's Guide for Control of Government
Properly."

Form NIH 2706, Instructions Page 1


(5197) ATTACHMENT 4
(5) Supplies. lnclude the cost of supplies and material and equipment charged directly to the contract, but
excludes the cost of nonexpendable equipment as defined in (4) above.
- ,

(6) inpatient Care. lnclude costs associated with a subject while occupying a bed in a patient care setting. It
normally includes both routine and ancillary costs.
- '-c.r -.- - - - - . .

(7) Outpatient Care. lnclude costs associated with a subject while not occupying a bed. It normally includes
ancillary costs only.

(8) Travel. lnclude all direct costs of travel,-including transportation, subsistence and miscellaneous expenses.
Travel for staff and consultants shall be shown separately. Identify foreign and domestic travel separately. -
.. . . If required-bythe contract, the following information shall be submitted: (i) Name of traveler and purpose of
trip; (ii) Place of departure, destination and return, including time and dates; and (iii) Total cost of trip.

(9) ' Consultant Fee. lnclude fees paid to consultant(s). Identify each consultant with effort expended, billing
rate, and amount billed.

(10) Premium Pay. lnclude the amount of salaries and wages over and above the basic rate of pay.

(1 1) Subcontracts. List each subcontract by name and amount billed.


-
(12) Other Costs. Include any expenditure categories for which the Government does not require individual line
item reporting.- It may include some of the above categories. --

(1 3) Overheadnndirect Costs. Identify the cost base, indirect cost rate, and amount billed for each indirect cost
category.

(14) General and Administrative Expense. Cite the rate and the base. In the case of nonprofit qr@$@ons,
this item will usually be included in the indirect cost.

(15) Fee. Cite the fee earned, if any.

(16 ) Total Costs to the Government.

PREPARATION INSTRUCTIONS

These instructions are keyed to the Columns on Form NIH 2706.

Column A-Expenditure Category. Enter the expenditure categories required by the contract.

Column 5-Percentage of EffortM6urs Negotiated. Enter the percentage of effort or number of hours agreed - -
to during contract negotiations for each labor category listed in Column A. -
. Column C-Percentage of Effortklours-Actual. Enter the cumulative percentage of effort or number of hours
worked by each employee or group of employees listed in Column A.

Column D-Cumulative Incurred Cost at End of Prior Period. Enter the cumulative incurred costs up to the
end of the prior reporting period. This column will be blank at the time of the submission of the initial report.

Column E-Incurred cost-current Period. Enter the costs which were incurred during the current period.

Column F-Cumulative lncurred Cost to Date. Enter the combined total of Columns D and E.

Form NIH 2706, Instructions Page 2


(5/97) ATTACHMENT 4
Column G-Estimated Cost to Complete. Make entries only when the contractor estimates that a particular
expenditure category will vary from the amount negotiated. Realistic estimates are essential.

Column H-Estimated Costs at Completion. Complete only- if an entry is made in Column G.

Column I-Negotiated Contract Amount. Enter in this column the costs agreed to during contract negotiations
for all expen&re eakgories listed in Column A.

Column J-Variance (Over or Under). Complete only if an entry is made in Column H. When entries have been
made in Column H, this column should show the difference between the estimated costs at completion (Column
H) and negotiated costs (Column I). When a-line item varies by plus or minus 10 percent, i.e., the percentage
arrived at by dividing Column J by Column I, an explanation of the variance should be submitted. In the case of
-- . an overrun (net negative variance), this submission shall not be deemed as notice under the Limitation of Cost
(Funds) Clause of the contract

Modifications. List any modification in the amount negotiated for an item since the preceding report in the
appropriate cost category.

Expenditures Not Negotiated. List any expenditure for an item for which no amount was negotiated (e.g., at the
discretion of the contractor in performance of its contract) in the appropriate cost category and complete all
columns except for I. Column J will of course show a 100 percent variance and will be explained along with those
identified under J above. --

Form NIH 2706, Instructions


(5/97) ATTACHMENT 4
Page 3
I
SMALL BUSINESS SUSCONTRACTING PLAN
- -
DATE OF PLAN: SepL 12,2006
COMRACTOR:
- -. ---Matthews Media Group, Inc.
ADDRESS: 2600 Tower Oaks Boulevard, Suite 200
Rockville, MD 20852

.. ~, .
DUNN & BRADSTREET NUMBER: 62 090 8780 (CCR number is ~e same)
SOLlClTATlON OR CONTRACT NUMBER IdWD-OCR-06-42

ITEMISERVICE (Description): Patient Recruitment S u ~ ~ ofor


r t DCR

TOTAL CONTRACT AMOUNT: $1.533.596


1 I
Total con-& or BaEYear, if optjons -

9 by T

Option #1 Opti~n#2 upnon o3 Opti~n#I .


(if applicable) (if applicable) (if applicable) (if applicable)

TOTAL ~JIODIFICATIONAMOUNT, IF APPLICABLE $


TOTAL TASK ORDER AMOUNT,IF ,4PPLICABLE $ -.

PERIOD OF CONTRACT PERFORMANCE (Month, Day & year):' 9/29/06 thru 9RBI11 findudina o~tionvrs.)

The following outlins me& the minimum requirsments of sscticn B(d) of the Small Business Act, 2s ampndd,
and implemented by Federal Acquisiijon Regulations (FAR) Subpart 19.7. While #is outline has been designad
to be consistent with sttiutory and regulatory requirements, other form& of a subcontracting plan m3y be
acceptable. It is not intended to replace any existing corporate plan that is more extensive. Failure to include the
essential information of FAR Subpart 19.7 may be cause for either a delay in acceptance or the rejection of a bid
or offer when a subcontr+ing plan is ~ q u i r d 'SUBCOITIRACT,'
. a s used in this dause, means any agresment
(other than one invotving an emp~oyer-tmplo~serelationship) tntered into by a Federal Government prime
contractor or subcontractor calling for supplies or services required for performance of the contract or subcontract
If assistance is needed to locate small business sources, c o n b c t the OiTlce of Small and Disadvantaged
Business Utilization (OSDBU)at (202) 630-7300 o r the NCi Small Business Specialist at (301) 4353610:
Sources nay also be obbined fm - SBA's PRO-Metwebsite. - -a

- - -

HHS expects each procuring activity to establish minimum subcontncting goals for all procurements. The
minimum goals for each small business category will be identified in every applicable solicitation. These goals
shall be expressed 2s percentages of the total estimated subcontracting dollars. The offzmr is required to
include an explanation for a category that has zero as a goal.

NOTE TO CONTRACTORS: Please provide )lour CCR number with your Dunn & Bradstred number.

Small Business Subcontracting Plan Pags 1


Mzrch. 2003 (Reviscd kr NCI use 3/25/2003)
1. Type of Plan (check one)

[ J ] Indwidual plan (all elements developed specifidly for ifiis conbct an3 appficabi for the full term oi
this contract).
[ ] Masfer
* - plan (goals developed b r this c o n b c t ) all other elements standardized and approved by a lead
agency'Federal'Oificial; must be r e n w e d every three yea3 and contractor must proviot copy of lead
p-

agency appmval.
[ ] Commerrial prodrzcWservice plan This plan is used when the contractor sells p i ~ d ~and d t ssrvices
customarily used for non-government purposes. Planlcpals are negotizted vvitfi the initial agency on a
company-wide basis &her tfiarr for individual contracts. The plan is eiiective only during the year
approved. The contractor must provide a copy of the initial agency approval, and must submit a 2
annual S F 295 to HHS with a breakout of subcontracting prorated for HHS (with an OPDN b r s a k d o ~ n ,
if possible).

2. Goals

State separate dollar and p e r ~ n t a g sgoals for Small Business (SB),Small Disadvantaged Business (SDB),
Woman-ownsd Small Business WOSB), Historiml!y Undenrtilized Business Zone (HUBZone) Small
Business, Veteran-owned Small Business (VOSB), Service-Disabled Veteran-owned Small Business
(SDVOSB) and "Other than small businessm (Other) 2s subcontracton, for the base year and e a h option
year, a s speciiied in FAR 19.704. (Break out and apptnd optjon y e q goals, if the contract contains option
years) or project annual subcontractjng base and goals undar commercial plans.)
a. Total estirnsted dollar value of AU- planned subcontracting, i.e., with ALL types of mncerns undsr this
contract is $ (b + h = a) (Base Year)
bid
W- OB (1 " Dption) ry-09 ( z optton)
~ N-lO(3" Option) ~ 0ptm)
F Y : (4"
: bq -&-P/. i-YDs /,y 9-ya
-

b. Total estimated dollar valua and percsnt of plannsd subcon'mfinn with WL4LL BUSINESSES (including
SDB, WOSB, HUBZone, SDVOSB and VOSB): (% of " a 3 Is and 25 % (Base Year)
bv -
N - D-
B (1a Option) FY--
09 (2"d Option) FY-2
(3* Option) F Y
(4" Opiion)
,-
-ll
5 bq - &-,25 % hq 32% "q - &25
- % LY -
'%

c. Total estimated doliar value a n d ~ e m ~ of


q tplanned subconiracting with SNLALL DISADVANTAGED
BUSINESSES: (% of "a") $ and 5 % (Base Year)
bv -
FY-08 (1 Option) FY-% (zM Option) FY- 10 i?" Opuon) W-2
(4" Option)

"by'- 5% -
Sbif - $-by'&5% 6
)
' -
&>
- * -.
d. Totil estimated dollar valu7 --'
percrtnt of planned subconkacting w i h WOKMN-OWNED SMALL _ -
BUSINESSES: (% of 'a7 S by and % (BaseYear)

FY-08 ( 7 a pii ion) FY-09


pnd
option) FY- 10 3" Option) W-3
(4moption)

J ? J -- s 1.I-9- B% $by7 &>

1 e. Total estir;.ia+=ddnllar and percent of planned subcontracting with HUBZD~?SI#U BUSINESSES:


I (%ofma*)$ hi/-and 3 % (Base Year)
I
FY-% (1' Option) FY-09
(zndOption) w - ~ O (3d option) N-11 [brnOption)
~ 3% 5 hi, - &> $by -
I

Small Business Subcontracting Plan Paga 2


March. 2DD3 fRsvised for NCI us2 312512003)
f. Total estimated dollar and w r i t of plannsd subbmntracdn~ with -FVSI-OWN= SI*rA-L
-
BUSINESSES: (% of 'a') : -and % (Bass Year)
bq -
FY-E
(1" Option) F
Y z
-(2'"' Opbon) FY-2
(sd option) w--11 (4' OpSon)
3%
"dy
5
V I
3%
$ by &-

g. Total estimated dollar and p m t t of plamed subconiradng with SERVICE-DISGLED MTEW-


OWNED SMALL BUSINESSES: (% of 'a) $ ,!,4
- and 3 % (Base Year)

h. Total estimated dollar and o e r r ~ n t of planned subconbacting ~ ~ 4 t hnOMER THrZN SIdALL


BUSINESSES: (% of 'a7 5 by -and 75 % (Base Year)

FY-
E(ls Option) FY-% (zndOptton) N-10(Sd OpSon) N-11 (4mOption)

9% &75 %
- -
p.
Z /
o $by -975" I by - & z h
-
Notes: 1. Federal prime contmd gods are:
- SB equals 23%; SDB equals 5%; HUBZont equals 3%, WOSB equals 5% and SDVOSB
equals 3%. VOSB equals 3% and can save 2s objecbves for subcontracting goal
d~velopmmt
2. SDB, WOSB, HUBZone, SDVOSB and VOSB goals arz subssts oi SB and shouid b2
counted and rtpofisd in muliiple categories, 2s appropriate.
3. If am, c o m d has more man bur opdons, p l u s e athch addlti~nals h z b showing dollar
arnoints and ptrcsntages. .--
. -
A
- -- -
ract, and

Small Business Subcontracting Plan Paga 3


Msrch. 2003 (Rtvised for NCI us? 312512003)
j. Provide a description of thc method used to develop the subcontracring g o d s for SB, SDB, WOS3,
HUBZone, and VOSB conc2rns. Address &rts made to ensure that m ~ m u mpra3iabie
s u b m n h c t j n g opportunities have been made available fDr UIDSPconcerns and ~ x p l a i nthe msthod ussd
to identify potmtial sources for solicitation purposes: -lain the m ~ t h o dand state the quantitative basis
on dollan) used to establish the percentage goals. Also, eqlain how the areas to be s ~ ~ b m c t tD ed
SB,SD&,JMOSB, HUBbne, VOSB, and SDVOSB concerns weR determined, how the c3pabilitizs of
these concerns ware considered for mntrad opportunities and how such data comportr wiih the cost
proposal. Identify anyasource lists or other ri?sourczs used in the determination process. (Mach
additjonal she& if necwarv.\
- -1

k Indirect costs [ ] have, [ J ] have not been includtd in ihe d0llar and p t ~ n t a g subcontracting
e g~als
above (check one).
1. If indirect costs have been included, €-lain the method used to dztermine the proportionats s h a n of
such costs to be allocated 2s s u b c o m c t s to SB,SDB, WOSB, HUBZone, VOSB, and SDVOSB
concems.

3. Program Adminkbator.
w m :Riyad Abu-Sham, CFO
ADDRESS: 26DD T ~ w e Oaks
r 61vd.,Suite 200, Rodc\fille,lJlD ZOB52
TELEPHON~~-M,A,IL: 1631/rabu-rharr@mmgcLmm
301-34-8-

D u t i s : Does the individual named above .hava general overall 'responsibility for ?he company's
. . subcontracting program, i.e., developing, preparing, and ~xecLfjngsubcontracting plans and m~nitoring
performance relative to the requirements of those subcontracting plans and perform the following duties?
Idyes I In0
(If NO is ~'-tecked,please indicats who in the company periorms those duties, or indicate why the dvfi'es are
-
not periormed in your company.)
- - -.
a. Develops and promotes company-wfide policy initjatives that demonsL&e the company's support f o r _ -
- -
av~erdingcontracts and subcontncts to SB, SDB, WOSB, HUBZona, VOSB, and SDVOSB concems;
and assures that thsse concems are included on the source lists for solicMions for products and
services they are capable of providing; 14yes I ] no

b. De\,elops snd mainbins bidder source lists of SB,S D B , WOSB, HUEZone, VOSB, and SDVOSB
concerns *om all possible sources; [Jlyes [ ] no
c. Ensurzs periodic rotation of potential subcontractors on bidder's lists; [JJyes [ ] no
d. Ensures %at SB, SDB, WOSB, HUBZone, VOSB, and SDVOSB businesses are included on the
bidders' list for every subconhct solicitation for products and services that they are capable of
providing; [J)yes [ ] no

Snail Business Subcontracting Plan Page 4


March, 2003 (Rcvisad for NCI use 312512003)
e. Ensures that Requests b r Proposals (RFPs) a n dzsigned to permit the m-aimurn pracbcable
participatjon of SB, SDB, WOSB, HUBZone, VOSB, and SDVOSB mncems; J ]yes [ ] no
-. .
f. Reviews subcontract solicitations to remove 3-tatements, clauses, etc., which might tend to rea%ct or
prohibit SB, SDB, \hrOSB, HlslBZont, VOSB, and SDVOSB participation; [J]yes [ 1 no
.--- LC .- - .

g. Accesses various sources for the identification of SB, SDB, WOSB, HUBZont, VOSS, and SDVOS8
concerns to indude the SBA's PRO-Met and SUB-Net %sterns, ( h t t D ~ ~ . s b ~ . o oths
v ) ,N3tional
Minority Purchasing Council Vendor lnform&ion Sewice, the Oiiice of Minonty Business D&a Centtr in
the Department of Cornmen, b c a l small business and minority associahons, contad with local
chambers of m m s r c e and F e r a l agencies' Small Business Oifces; [Jjyes [ ] no
h. Establishes and mainhins contract and subcontract award records; Id]yes [ ] no

i. Participates in Business Opportunify Workshops, Minority Business Enkrprise Seminars, Trada Fain,
P r o c u ~ m a n Conferences,
t etc; b/] yes [' ] no

j. Ensures that SB, SDB, WOSB, HUBZone, VOSB, and SDVOSB c o n e m s a E made aware of
subcontracting opportunities and assisting concerns in preparing rssponsivt bids to the company;
IJjyes 1 I no
k Conducts 'or arrangss ior the condud of training for pwd-iasing personnel warding the inttnt and
impact of Section B(d) of the Small Businsss Aci, 2s amended; [Jlyes [ ] no
I. c on& the company's subconbacting program perfonanca and makes any adjus3nants necessary
to achisve the subcontmct plan goals; [Jjyes [ ] no
m. Prepares and submits timely, required subcontract ~ p o r b i[Jl yes [ ] no
n. Coordinates the company's ac?.hiti% during the condud of compliance reviews by
yes [ ] no; and

4. , -
Equ'bble Opportunity

Describe efforts the oEeror will make to ensure that SB,SDB, WOSB, HUBZone, VOSB, and SDVOSB
concerns will have an equitable opportuniry to compete for subcontracts. These eiforts include, but are not
limited to, the following activities:
a. Ouhxach ziiorts to obtain sources:

1. Contacting rninorify and small business trade associations; 2) contacting business daveloprnent
.. . .. ..
organizations and local chambers of commerce; 3) attending SB, SDB, WOSB, HUBZone, VOSB,
-
and SDVOSB procurement conkrencss and trade fain; 4) requtsting sources b r n the Small
Business Adninishtions (SW) PRO-N?t m d SUB-NE~Systems, (httD:l/www.sba.~ovl)and
other SBA and Federal agtncy resources. Contractow may also conduct market surveys to
identrjl new sources, to include, accessing the NIH e-Portals in Commarce, (+PIC),
(htlp:/lepic.od.nih.oovl).The NIH portals in Commerce is not a mandatory source and may ba
used at the oii8ror's discrzf on.
b. Internal efforts to guide and encourags purchasing personnel:
1. Conducting vuorkshops, saminars, and training programs;

2. Establishing, maintaining, and utilizing SB, SDB, -WOSB,HUBZon-, VOSB, and SDVOSB source
lists, guides, and other data br soliciting subcontractors; and
3. Monitoring activities to evaluats compliance with the subcontrating plan.

Small Businsss Subconimcting Plan Page 5


March, 2003 (Revised for NCI use 3/25/2003)
Ublize - p m o u s t y established relationship wim bunnases.

5. Flow D m Clause
-
The contractor agrees to indude the provisions undzr FFAR 52.219-8, "Utilization of Small Business
Concerns," in all acquisitions a c e d i n g the sirnpliied acquisiijon threshold tfrat ofiws further subcorhadjng
. .. . opportunities. All subcontractors, e x e p t small business concerns,. that recnjvz subcontracts in e x ~ of~ s
$500,000 ($1 ,DOO,OOO i ~ construstion)
r must adopt, and comply with a plan similar to the plan required by
FAR 52.2199, "Small Business Subcontracting Plan." (Flow down is not applicable for coinmerial
i t e m s l s e ~ c t 2s
s described in 52.212-5(e) and 52.2444(c).)

6. Reporting and Coopention


The contractor g ~ e assurance
s of (1) cooperation in any studies or surv2y's b a t may be required; (2)
submission of periodic repo* which show c o m p l i a n ~with the subcontracijng plan; (3) submission of
Standard Form (SF)294, 'Subcontracting Report b r Individual Contracts,"and aifendant Optional Form 31 2,
SDB Participation Report if applicable, (requiredonly ior contracts cohining ii-te clause 52.279-25) and S F
295, 'Summary S U ~ C Report,'D ~ ~in aCm r~d a n c s with the instructions on the forms; and (1)ensuring that
subcontractors agree to submit Standard F o m s 294 and 295.

-
-Apr 1 Sept 30 SF294 - '10130 --
- -- -
Oct 1 - S ~ p30 t SF 295 1 W30
C o n ~ c t C o m ~ l e n o n OF312 1 30 days a e r completion

Special instructions for commercial plan: S F 295 Report is d u s on 10/30 each year for the p ~ v i o u sfiscal
yzar ending 9/30. .

a. Submit S F 294 to cognizant Awarding contracting OEcer.

b. Submit Optional Form 312, (OF 312 ) , if applicable, to cognizant Awarding Contncting Oiiictr.
c. Submit S F 295 tD wgnikant Awarding Contracting Ofictr and tu tht:

OSce of SmaJl and Disadvantaged Busin3ss Utilizatjon


Department of ~e-dithand Human Sarvicss
- 200 Independence Avenue, SW -
Humphrey H. Building, Room 517-D
Washington, D.C. 20201

d. Submit "information' copy of the S F 295 and the S F 294 upon requtst to ths SBA Commercial Markst
Reprssentative (CMR); visit ths SBA at hi.b://vw.sba.aov/oc and click on assistance directory to
locate your n e a E s t CMR,

7. Record keeping

In accordancs with FAR 19.704(a)(1I), the bllowing is a recit3tion of the types of records ths contractor vill
maintain to d e m o n s b t e the procedures adopted to comply vtrith the requirements and goals in the
subcontracting plan. These records will indude, but not be limited to, the following:

Small Business Subcontracting Plan Page 6 1


M x c h , 2003 (Rsvised for NCI ust 3/25/2003)
a. SB, SDB, WOSB, HUBZont, VOSB, and SDVOSB s o u n e lists, guides and o b e d~ B idemiF)in~sirzh
vendors;

b. ~ r g a n & o n s contacted in an atkmpt to lotate SB, SDB, WOSB. HUB&=, VOSB, and SDVOSS
sources;
---- --
c. On a contract-by-&ntractctbasis,records on all subcorrtract solicitations Direr $1OD,DOD, which ina'tcate
for each solicitation (1) whtther SB, SDB, WOSB,HUBZone, VOSB, a n d o r SDVOSB concerns wa-e
solicited, if not, why not and the reasons solicited concerns did not receive subcontract awards.

d. Records to support other outreach eiiorts, e.g., a n t a d s witt~ rninonty and small business trade
associations, attendan= at small and minority business procurement confsrmczs and trads iaiw;
t. Records to support internal guidance and encouragement provided to buyers through (1) workshops,
seminars, W ~ n i n gprograms, incentive awards; and (2') monitoring performancs to evaluate c o n p l i a ~ c e
nrith the program and requirements; and

f. On a contract-by-cbntract basis, raxrds to support subcontract award data including the name,
address, and business type and size of each subconbactor. (This item is not ~ q u i r e don a confmcf-
by-con&ct basis for company or divisiopwids commercial plans.)

g. Other records to support your compliane wiU~the subcontractingplan: (Please describe)

Timely Payments b Subcortbacbw

FAR 19.702 requires your company to ez-tabiish and use procadures to ensure tha timsly paymtnt of
amounts d u t pursuant to the terms of your subcontracts v&h small business concerns, small disSfiantagad
small business concerns, woman-owned small business concerns, HUBZone small busin-s s conrns,
vzteran-owned small business concems, and servicedisabled veterakowned small business concams.

Your company has established and uses such procsdurss: [Jjy t s f ] no


Descripti~nef Goad Faith Efforf

Maximum practicabia utilization of small, small disadvantaged, women-owned, HUBZona, vet;rakovmtd,


and service-disabled veteran-owned small business concerns 2s subwntracton in Government co&& is
a matter of national interest with both social and economic beneiits. When a contractor fails to make a
good faith e;;iort to comply with a subcontmcting pian, these objectivs a n not achievsd, and 15
U.S.C. 637(d) (4) (F) directs that liquidated damages shall be paid by the contractor. in order to
demonstrak your compliance with a g o ~ dkith efiort t~ achieve the small, small disadvantagsd, women-
owned, HUBZone, v~teran-mfned, and strvicsdisabled veteran-owned small business subcontrzcting
goals, outline the steps your company plans to take. These steps vrrill be negotiatsd with the contracting
o e c e r prior to approval of ths plan.
IvllIG will finalize our e f i r t s by dareloping and implementing a standard operating p r o c e d u ~("S0P")r
maximurn pracbcable Irtilizadon of small businus%. All stafi will be m i n e d on b e SOP.

Smal!Business Subcontracting Plan Page 7


March, 2003 (Rzvised for NCI use 3/25/2003)
SIGNATURE PAGE

Signaiurzs Required:
LC. - - ,- .. ..

This-subcontracting plan was subrnittfi by:


/
Signature:
-TypedName: -Ri'faa mu-bnarr
X ~ :e CFO
Date: *P=mber 1 4 LDUb
This plan w s ~ v i - 4 by: I

Signahre:
Typed Name: / 7- t icr
:ting OiTicer
Date, / f.. ~ - 3 5 F -
This plan v e s reviswed by:
--
Signaturs:
Typed Narnz:
Titie- Smalll Business Specialist
Dtetz:
This plan was m i m e d by:

Signature:
-
Typed Ram=:
I We,: SBA Pmcuremnt CentPr RepresenWLe
Date:
And is Accepted Bj:

Signature:
Typed ham^:
Titie:
Date:

Small Businzss Subcontractjng Plan Pagt B


March. 2DD3 [Revised for NCI us2 312512003)
PROCUREMENT OF CERTAIN EQUIPMENT
Notwithstanding any-other clause in this contract, the Contractor will not be reimbursed for the purchase, lease, or
rental of any item of equipment listed in the following Federal Supply Groups, regardless of the dollar value,
without the prior written approval of the Contracting Officer.
-- -
-
67 Photographic Equipment
69 - Training Aids and Devices
70 - General Purpose ADP Equipment, Software, Supplies and Support (Excluding 7045-ADP
Supplies and Support Equipment.)
71 - Furniture
72 - Household and Commercial Furnishings and Appliances
74 - Office Machines and Visible Record Equipment
77 - Musical Instruments, Phonographs, and Home-type Radios
78 - Recreational and Athletic Equipment

When equipment in these Federal Supply Groups is requested by the Contractor and determined essential by the
Contracting Officer, the Government will endeavor to fulfill the requirement with equipment available from its
excess personal property sources, provided the request is made under a contract Extensions or renewals of
approved existing leases or rentals for equipment in these Federal Supply Groups are excluded from the
provisions of this article.

NIH(RC)-7 (411184) ATTACHMENT 6


OMB Bulletin 81-16
DISCLOSURE OF LOBBYING ACTIVITIES Approved by OM6
-. . 0348-0046
Complete this form to disclose lobbying activities pursuant to 31 U.S.C. 1 3 2
(See reverse for public burden disclosure.) 1

1.Type of Federal Action:


rt
--- . . . - . 2 Status of Federal Action:
,.
9 hi~lrrff?rI~~~li~~tihn
3. Report Type:

4. Name and Address of Reporting Entity: 5. If Reporting Entity i n No. 4 is Subawardee, Enter Name and
G Prime G Subawardee Address of Prime
. reiT if known:
.-

Congressional District, if known: Congressional District, if known:


6. Federal DeparhnenffAgency: 7. Federal Program NamelDescription

CFDA Number, if applicable:


8. Federal Action Number, if known: 9. Award Amount, if known:

8 -
10. a Name and Address of Lobbying Entity b. Individual Performing Services (including address if different from
(if individual, last name. first name, MI): No. 102)
. . '(last name, first name, MI)

pp-p -~
.. -
.--.-
.
-- .
11. Information requested through this form is authorized by title 31 Signature:
U.S.C. section 1352. This disclosure of lobbying activities is a
material representation of fact upon which reliance was placed by Print Name:
the tier above when this transaction was made or entered into.
This disclosure. is required ,pursuant to 31 U.S.C. 1352. This Title:
intormation will be available for public inspection. Any person who
fails to file the required disclosure shall be subject to a civil Telephone No.: Date:
penalty of not less than $10,000 and not more than $100,000 for
each failure.

Federal Use Only


I Aulhonzed for Local Reproduction
Standard Form-LLL (Rev 7-97)

NIH(RC)-7 (411184) ATTACHMENT 7


O M B Bulletin 81-16
This dsclosure form shall be completed by the reporting entity, whether subawardee of prime Federal recipient, at the initiation or receipt of 2
covered Federal action,-or a material change to a previous filing, pursuant to.Ue 31 U.S.C. section 1352. The filing of a form is required for
each payment or agreement to make payment to any lobbying entity for influencing of attempting to infiuence 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 a covered
Federal action. Usethe SF-UL-A Continuation Sheet for additional information if the space on the form is inadequate. Complete all items
that apply for bothfhe iniTdfiling and materidchange report. Refer to the impiementing guidance published by the Office of Management
and Budget for additional information.

1. Identify the type of covered Federal action for which lobbying activity is andlor has been secured to influence the outcome of a covered
Federal action. -

2. ldentify the status of the covered Federal action.

3. Identity the appropriate classification of this report. If this is a fcllow-up report caused by a material change to the information previously
reported, enter the year and quarter in which the change occurred. Enter the date of the last previously submitted report by this reporbng
entity for this covered Federal action.

4. Enter the full name, address, city, state and zip code of the reporting entity. lnclude Congressional District, if known. Check the
appropriate classification of the reporting entity that designates if it is, or expects to be, a prime or subaward recipient. Identify the tier of
the subawardee, e.g., the first subawardee of the prime is the 1st tier. Subawards include but are not limited to subcontrack, subgrants
and contract awards under grants.

5. Ifthe organization filing the report in item 4 checks 'Subawardee,' then enter the full name,-address, city, state and zip code of the prime
Federal recipient. Include Congressional District, if known.

6. . Enter the name of the Federal agency making the award or loan commitment. Include at least one organizational level below agency
name, if known. Foy example, Department of Transportation, United States Coast Guard.

7 . Enter the Federal program name or description for the covered Federal action (item 1). If known, enter the full Catalog of Federal
Domestic Assistance (CFDA) number for grants, cooperative agreements, loans, and loan commitments.

8. Enter the most appropriate Federal identitylng number available for the FederalLactinn identified in item 1 (e.g., Request f ~ ~ ~ F ? ~ o p o s a l
(RFP) number, Invitation for Bid (IFB) number, grant announcement number, the contract, grant, or loan award number, the -
applicatiordproposal control number assigned by the Federal agency). Include prefixes, e.g., 'RFP-DE-90-001.'

9. For a covered Federal action where there has been an award or loan commitment by the Federal agency, enter the Federal amount of the
awardtloan commitment for the prime entity identified in item 4 or 5.

10. (a) ~ n t ethe


r full name, address, city, state and zip code of the lobbyng registrant under the Lobbying Disclosure of 1995 engaged by the
reporflng entity identified in item 4 to influence the covered Federal action.

(b) Enter the full names of the individual(s) performing services, and include full address if different from 10(a); Enter Last Name, First
Name, and Middle Initial (MI).

11. The certifying official shall sign and date the form, print hislher name, title and telephone number.

According to the Paperwork Reduction Act as amended, no persons are required to respond to a collection of information unless it displays
a valid OMB Control Number. The valid OMB control number for this information collection is OMB 0348-0046. Public reporbng burden for
this collection of information is estimated to average 10 minutes per response, ~ncludingtime for reviewing instructions, searching existing
data sources, gathering and maintaining the dkta needed, and completing and reviewing the collection of information. Send comments
regarding the burden estimate or any other aspect of this coll6ction of information, including suggestions for reducing this burden, to the
Office of Management and Budget. Papenvork Reduction Project (0348-0046),Washington, D.C. 20503.
DISCLOSURE OF LOBBYING ACTIVITIES
CONTINUATION-SHEET
Approved by OM3
03480W6
-4 -
i
I
I
I

I
Reporting Entity: Page of I -

Authorized for Local Reproduction


Standard Form-UL-A
--
AMENDMENT OF SOLICITATION/IVI JDIFlCATlON OF CONTRACT 1 xfi:--..o-s7-,T - - - -
i cC):'17
4
,
7 , d

i ! L 2
-,->z -.. -- -- - -- -- -. --.--- ---

2 . A ~ , ~ ~ E ; ~ ~ ~ ~ E I J T . ' ~ ~ I ~ S C N113.
~ ~ ; , C P ~ T I T I ~ ~ !: 3. :==E:T:,:E
i
;,!,YE 14, E,E::IS,~IG~;F:J~~-~~~ =~z >;:,I.: ==I-';,:- ,.-
,- , : zzr zzz -

,tvd,a r...,.
t k \t;-~ c bie-Jie Grail?, lnc

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS


- --

- The a m v e nu-nbe:ec
5
~

sollc:;a;:cn IS anended as se; ! o r ? I n lrem 14. The hocr and ~ a r espec!f~edfor recelcr of 3ffe:s IS exrenaec -:s r.:: ex:encec

O'fers n u s 1 ackncwled!e :e:elDr c i rhrs anendmen; 3r1or i o i h e hsur an3 da:e speclfled In The so!rc:rat~onor as amendec, b v a-e c : rne f c i 1 3 u : n j me;hcds:

la) '3.f csnpletina 1:em 8 and i5, and r e t u ~ i n g coples c f rhe amendvent; ( 5 ) a y acknowledging receip: of :his amendment -n each c o ? y sf :he cffe:
n arnen~menr_nunbers, iA!LL'?E G z YCL;? ACKNOL'\~~E~;IV'E:!T 7 5
sd9ml:leC. DI (c) 9v separare le::e: or telegram which includes a reference 10 :he s o l ~ c ~ t a t i oand
EE RiCElVED AT T-E P L A C DESIGNATE3 FOR 7P.E EECE!PT OF OEiERS PFiiOR TC) THE HOUii AND DATE SPEC!E:ED M A Y RESULT I N 9 E - l f C i : 3 R C.= YOUR
O?E?i, If b y vl?ue o! ~ b i sanens-.leni y c u d e s ~ r el o change ar; cffer alreacy subr;i:!ed, such change m a y be made b y t f i e s r a m or le:rer. provlae? each :eleg:arn o: . .
le!:e: makes reference :3 :?.e s o ! ~ c ! ? a r ~2nd
o n thls amendme-:, and 15 receive3 p:io: r o :he opening hour and oa:e s p e c l f ~ e i . - ,.

:2.A r r n " h l T 1 h ' c A''n AF?fiC?filATiON O A T A (if


r e q ~ j r e ~
E!N i 1 ~ 4 3 25.25; CAN $1-E4259E4, .4mt. 55.551
w I
13. THIS I T E M APPLIES ONLY TO MODIFICATIONS OF CONTRACTSIORDERS
IT MODIFIES T H E CONTRACT.'ORDER NO. AS DESCRIBED IN I T E M 14. .. -.- .
-. .-

ix) / A. THIS CHANGE CRCER IS ISSUED PURSUANT TO: (Specify a u r h o r i t y ) THE CHANGES SET F O R T n iN ITEM 1 4 A R E MADE IN THE
I CONTRACT CRDER N O . IN iTEM 1 0 A .
/ 5. TSE AaCjVE NUMBE3ED CONTRACTIORDER IS M O D l i ! E a TO 3EFLECT THE ACMlNlSTRATlON CHANGES [such as c h a n g e s in
/ paying o f f i c e a o ? r o p r i a t l c n da:e, e t c . ) SET FORTH ;h'ITEM 7 3 , PURSUANT TO THE .AUTHORITY OF FAR 43.103(b).
I C . THiS SU?>LEMENTAL AGilEEMENT IS ENTE3ED INTO PCI3SUANT TO AUTHORITY OF:

D. OTmE? i s g e c i f y rype o f m o d i f ~ c a r i o nand a i l r h o r i r y ) .


The Contract's Anlc!e B.2.f and FAR p a r a r a p h 43.103(b)(5)

E. IMPORTANT: Con;:acrjr. 1 5 ns;


- 15 rsgu!,ed :.:sign :his c z ~ c c n e n rand re:u:n c o ~ i e s10 rhe i s s u ~ n goffice.

;G . DESCR!?TiON C'F AIU1EN3MENT:IdOG~FlCAT!CN iCrga71zed by L'CF secrlon headlns, lnclu31r.g sol~clrar~onlcon::acr subjecr m a t t e r where feasible.1
Pu;;rcse: 1) T o add zn i ~ c r e x e n of
t Lnds serr!gment of the Subco-rrzcror's 7001 final indi:cc: cost claim.
for

. . . ..
- Total Funds Allotted Total Contrzct Funds .- ..
Ez! Cost FixFd Fee Total Est. Cost Frxed Fee Total . -
Prev:ocsly Fonde: 510,041,261 ! S i 0,041,2GI
yl b
- .- ,,.Is . o . :s 5'S'1
s10,3<7,1 1'
5.651
510,05.7,1 12
' ' 1LJ 5j ) ~
C ~ n ~ a Pcrlod:
cr May 1 1 . 190s throe:$ Jlz.-27y i 5, 2094 (Unchanged)
i.m!. Fu;.ded S i 0,027. I ! 2 ( C h z n ~ c d jContract
, t%;. S!L7,017,' 12 (Changed): Funied :;..rough J z n u a ~! 6: 200: (L'nchanged)

Ezcepf 2 s provided herean. all Items an3 conoit~onso f the docurncnr retsrenced In Item 9 A or I C A . a3 herero!ore changed, remains unchanged and in f ~ llorce
l a n d efiec:.

? S A . NAME AND T i i L E OC S i G N E i i ( T y p e cr p:lnr] 16A. NAli/ii AND TITLE O F CONTZACTING OFFiCE?


I/ Ter:: Nesror, Conrracnnz Offic::. .U,IOB, K!.qID
I
.--
i ~~~NT~~CT~:,;,~'=E;,~?,
r?s, i 151:. 2ITE SI~',:E~ l 6 C . = A T E SIGNE3
I
i
2Y
iS.;.:;:d,-e 2: pe-is: 2 - . : . 7 ~ , - : : e =13 Si=.:i
. /S:anarure c: Con ; . - ? c i ~ ,Stlice.<!
l~ c
--
.-.--r,

h
z,e ..

1 Article 3 . d . t-s t j ; n 2 t p d C ~ S ' >ri:2 f:r,;l~


-
, -' 3 2 ,
1

-gau' -,- '=-( "--I ; - - z, ~ -


l: !> c . . .
r Z T , ~,:. ~ t r ~
nodjfi26 L d c zb
r--4 - - fo-l?O\tlj:

. .
c , The s c L , c r f i n e n t ' j ~ S i l g a t j o n ,r e p r e j ? f i t 2 3 by t p ) ~sLj3 of ESEiTtErtc
-.
cosr p l ~s t h e i: xed f e e , i j i o c r e j s e d by $5.851 f r s n $10,041,261to
$10,047,112.
- , . ,
d . ! o t a l funds c u r r ~ g t l yzvjiis5le Tor p a y n ~ n t2nd a i l o t t e d 70 ~ n i s
cofitract i n r r ~ a s e dby $5,851ircin $10,041,261 t o $10,047,1!2, of
which y - wrr e s e r ~jt i h e~s t i m a t e d c o s t s . z r d by 4

rep:es?nEj r h ? f j x e d fee. For f z r i h e r ~ r o v i s i o r son , I I I ~ , re? t h e


. -
iIt4ITAT]Cl< OF FUNDS clzuse referenzed i n Par: i! - $ , r t i c l e i . P . -
/,uthemj~ 2 S 2 ; j s t i t i ~ t i o r , s o f Cl ;ases.
.- - -- -

2 . ALL OTHER. TERMS AND C O N D I T I O N S OF THE CONTR4CT REMAIN UNCHANGED.


-
NO.
2. AMENDMENT~MODIFICAT~DN 3. EFFECTIVE DATE 4. REQUIS;TIONJPURC~ASE
KEQ. NC.1 5. 2 R O J U SO. 6: ep2:aoie

9 I
I
6. ISSUE3 BY CODE 7. ADMIMSEAED BY C03f
I (i f than hem 6)
OW
~ ~ u i s i b Managema
ns d o p C n t i O 3 ~Bm&,h m
1 0 1 F m o d Road, Room mE-28
-
MCS 48!3
B&er;da Maryland208924813
8. N N E AND A D b R S s S O F CSHTRACTOR No., U-, dy,couny, SNw mdZ/P w d b /
-
b) 9A. AMENDMEN OF SOLICITATON NO.

bhrth6\.5 MDdir Grb~p,k c 9B. DATED fsee hem 7 I j


2600 T m OJs Blvd,
Sure 200 10A MODlFlCATlON OF CONTRACTIO3DER h'3.
JtockviUc, MD 205,?2 NOl-AO-8t723
108 DATED {see hem 131 -
CODE 1 F A C l L l n CODE QS108t98
11. THIS Il'EM ONLY APPLES TO AMENbMEMS OF SOLIClTATlONS
n --

is a m o d d as sa fonh in Item 14. The hour and 6tcspccKcd for r e e r of Uftn


T b above n u m b e d 90Edf~tion 0 is urmdad 3 k r.cr rncndr:

~ rby) m p l d n j iarn €4 and 15, and fmmdng +.I of hmmanbnam bl By raaeipr of this mnendmmt on each copy d as 0%
aubrnirr.d' or (c\ By sapanrb lsetb, or rdsgrarn wkkfr hdds, A mfemnce m rh. dlciadm ud amendmvlt numbs FAILURE OF YOUR ACKNOWLEDGMEKT TO a:
KECNVED AT THE PIACE DEYGNATEO ~ R T H ERECEITT OF OF- PRK)R TO THE HOUR AND DATE SPECWED MAY RESULT IN WECTION OF YOUR OFFER. 11
by v i m 8 of this ammdmenr you dsn'm TD change an offer etrsady ubm'nd s u h dump mrry b mods &y Piepnm w lmr, pm;dod e l & teiggram w lottn motes
refarana m me so&dm%ionand ~ i amwdmam s and ir m & d p*m mo o p n i n g k o u ud dola opw'h.d. -
12. ACCOUNTING AND APPROPRIATION DATA rifnquirad
m. - 25 2 5

1 1 THIS ITEM APPUR ONLY T 0 MODIRCAnOMS OF CONTRACTSIORDERS


IT MODIRES THE CC)NTRACPlbRDER No. s DESWBED IN ITEM 14.
A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Spaify ~ m o c iM) E CHANGES SET FORTH IN ITEM 14 ARE M a E OJ THE
CONTRACT ORDER NO. IN ITEM 10A.
.-
8.THE ABOVE NUMBERED CONTRACTIORDEK IS MODIRED TO REFLECT T H E ADMINISTRATION CHANGES !wch ss h n g e s in
paylng offlce, apiwopriadon date, ee.1 SET F O R T H IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.: 03b).
1 C. THIS SUPPLEMENTALAGREEMEKT IS ENTERED INTO PUFEUmT TO AUTHORITY OF:
X/ the rnmacfs FAR U w e 52.2374; Continuity of Smices (Jan 1991)
0. O T HW ISpceify r y p of modnjesllon ud wrhonryl.

-- - - -- - -

E. IMPORTANT: tanvr~: 0 ir not @uW e d to rip mu dmnnent and hh~n mpies IO rhs issuing aEm.

14. DESCRIPTION OF AMWDMENTlMODlHCATlON (DrgMtrrdby UCF wcoan h w k ~ roGob~ohlmmttmbjel maw: whemf.easrble.l


P u p s t : 1) To &thc contracCs period
T d FundsAlla~cd Total Conact Funds
En Cost FixadFu Total En C o n F~ktdFec Total
Previously Funded ' - I 0,041,261 Sl0,041J61
- ThisModY~9 4 0 1- L/ 0
rn -0/ - s~aollls~ J'I -! s 10,041.26 1

*4
fiwu prwidcd hocln. 4-1 dcnWhbm d Ihe -nt r h m d In )wn 3b a 1- n aud. . m h e o p d end h lull lo- srd m I k a r

15A. NAME PSJO TITLE OF SIGNER (Type or prinr) 16A NAME AND TITLE OF CONTRACTING OFFICER

R t y ~ n - S u 4 ~ k, cco Jahn F o S . Con-ting O&ccr, AMOR,XIAID


156. COKTWICTOWOFFEROR 15C. DATE SIGNED 168. UNITED STATES OF AMERICA 16C,DATE SIGNED

-6
I S i g M m o l p c m auWi:ed w +I))
,I/. .I3 ravs of Con~scUngO m w l
7 ~
NSN 7540-01-7 SZ407O 3C-106 STANDARD FORM 30
(Rw 1083) r r a s d b e d by GSA
P R M O U S EDITION NOT USAELE FAR 148 CFF') 53.214b)
C o m t XO 1-AO-52723, Modifidon 9 Page 2

S E G I h T I Y G WITH THE EFFECTIVZ DATE OF TfiIS M 0 3 I F I C k ? I O N , TEZ


COXTMCT IS E E U S Y MODTFISD AS FOLLOWS:

1. The contract's period is nereby extended f o r an adciiticnal


slxty e u h t J 6 8 ) days -to acccmmodate t h e G o v e r ~ m e n z s' r e q s e s t
for a t h e e x t e n s i o n under the stipulations of the c z n t r a c t ' s
FP& Clause 52.237-3, C o n t l r - c i t y o f Services ( J a n 1 9 9 1 ) .
2 .-ktFcle 3.2. Estimated C o s t and Fixed Fee, p a r a ~ r a p h sa.
t h r o u g h e. are modified t o read as follows:

d. It I s e s t i m a t e d that t h e a m c u t c u r r e n t l y a l l o t t e d w i l l
cover performance of w o r k n ~ d e rt h e c o n t r a c t t h r o u g h
Janaary 1 6 , 2 0 0 4 ,

3 . A r t i c l e ?.I. P e r i o d of Performance, is revised to read a s


follows:
T3e period of ? e r f o - m a n c e of this c o z t r a c t ~s h z l l be from May
li, 1 9 9 8 through January 16, 2 0 5 4 .

4 . U OTHER TERMS AND CONDITIONS OF TEE CONTRACT REMAIN


mcmNGEn.
-
ccs &-

X~Y-59-22433 l'Z : 42 N. YRMOB/CM.(TRFICTS


A .= 1 I . CONTI. .' !3 CC3E
X i 4Sa 2539
PAGE
= 2;
L'F PA5:S
AMENDMENT OF SOLlC~ATlONlMODlFlCATlONOF C O N f RACT
I
I
s01--40-82723
2.AMENDMENTI~MODIFICATION NO. 3. EFFECTIVE DATE 4. REQ'J:SiT13NiFURCHASE REC. KO.' 5.. FROJECT NO. (:! r=;ice>,e,

8 002 159
6. ISSUED BY CODE I 7. ADMINISTERED a~ CODE
/if a ther then irem 61
-
Acquisilions Management a d 'Opcratlon3 Branch, NIAID.
1040 1 Fenvood Road, Room 2NE-28
MCS 4813 . -

Bt~fida, ~~landzoT92-48ir
8. NAME AND ADDRESS OF CONTRACTOR (No.,.aesf. city, counv, Ssm andZ/Peodel (r) 9A. AMENDMENT OF SOLICITATIOK K O .

Menhews Mcdia Group, In:.


2600 Tower oaks BIVL
--
~-
1 198. DATED (see hem 1 1 )
-
1 0 A . MODIFICATION OF CONTRACTIORDER KO.
Suite 200 KO1 -AO-82723
MD 20852
R~ck\~ille,
108.DATED (see Item 131
CODE I FACILITY CODE 05/08/98
11. THIS ITEM ONLY APPLIES T O A M E N D M E N T S OF SOLICITAT IONS

The above numbsred solicil0t;on is amended sa 6Bt fonh in hem 14. The hour and dare gpeclfled for rereipt of Offers C] is e r r e n ~ e d 0,s ?GI ex~ena6~.

Offers must acknowledge receipt of this rrnendmam prior t o the hour and date specified i n the 3olici:ation or as arnsnaed, by one of tha l o l l o w i ~ gmethods;
compiermg i ~ s mf! ana 15, end rarurning
( a ] bv copies of the rrnandmsnl: !bl By ac~nowledglrgmcsiot of this amendment o n each copy of the of!er
submirled; or (cl By sepnrete letter or telsgnrn which i n c l u d u a reference to tne solicitstlon end amsnonent numbsrs. FAILURE OF YOUa A C K N O W L D G M E N T TO
BE RECEIVED b T THE P U C E CESIGNATED FOR THE RECEIPT OF OFFERS PRIOR 70 THE HOUR A M DATESPECIFIED MAY RESULT 1N RUECTION OF YOU3
OFFER. Ifby virtue of this amendment you decirs t o change an a f f u already subm;tred. such change may be made b y telegram or letter. prov(ce0 esch te;a~rsrnor
lettor makes reference ?nthe nolicitatinn and this amendrnem, and is rrcaivtd prior t o !he o t e ~ n hourg end date specified. - , ~

12. ACCOI I N T t h l ? ' V D APPROPRIATION D A T A fif requite4


LJ . OC 25.25;CAN# 38425984;Amt 5419,944
- Y-I
13. T H l S ITEM APPLIES ONLY T O MODIFICATIONS OF CDNTRACTSIORDERS
IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.
A. T H l S CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authorixy) THE CHANGES SET FORTH I N I T E M 14 ~REfddoEIN THE
-
CONTfiACT ORDER NO. IN I T E M 1 0 A .
0 , THE ABOVE NUMBERED CONTRACTIORDER IS MODIFIES TO REFLECT THE ADMINISTRATION CHANGES [such as changes In
paying office, approprierion dare. etc.) SET FORTH I N I T E M 14. PURSUANT TO TEE AUTHORITY OF FAR 43.1031b).
C. THIS SUPPLEMENTAL AGREEMENT I S ENTERED LNTO PURSUANT T O A U T H O R I N OF:
X Bilntcral Agrecmenc FAR 43.103(~)(1)
D.OTHER (Specify rype o f modification a n d a u t h o r i w l .

E. IMPORTANT: Contranor: a is not a is required TO sign lhln document and rsturn topicr t o rh8 issuing office.

14 DESCRIPTION OF A M E N D M E N T l M O D l F l C A T l O N (Orglnlzed by UCF senion heading. rncluol?~sclrc~tat~unicon~ract


sub,ma matter where fearlbls I
Purpose- 1) To change the Conaactofs addrcss, cxtcnd the contxact pcriod, providc a sup?lcrocnt, changc kcy ptrsonncl, add a ~ t h o n t a t ~ ofo:
nn
con$ultant and for add~ronalsubconuar~or'sc o s t Total RYrds AIlmted T m l Con3act Funds
Est.Cost P i x 4 Fp- Told Est Cost Fixed Fee Total .
- Previously Funded f -
This Mod. # 8
-r $9,621,317
41 9.944
S / $9.62 1,3 17
419,944
.
-
S10,041,261 f f 10,041,261

Contract Period: May 11. 1998 through November 10, 2003 (Changcd)
Aqt. Funded $10,041,261 (Changcd); Contract Amt S10,041,261 (Changed); Funded t!rough November 10,2003 (Changed)

1 5 A . NAME A K D TITLE OF SIGNER (Type or print) ] 16A. NAME AKD TITLE OF CONTRACTING OFFICER

158. CONT8ACTORIOFFEROR 1 5 C . DATE SIGNED 1 16C. D A T E SiSNED

A ~ L
l S g n e f u olntvson
~ svrhonzcd ro s$n/
',r,tr/.Y3

NSN 7540-01-152-8070 33-105 /


(Rev 16-83) STANDARD ~
Rescribed by GSA
R 30
M
PREVIOUS EDITION NOT USABLE FAR 1-78 CFR; 5 3 . 2 1 4 t a )
Contract NO1 -AO-82723, Modification 8 Page 2

BEGINNINS WITd TEE EFFECTIVE DATE OF THIS MGDIFICAT;OS, TEE CONTiQCi IS


-

HESEBY MODIFIED AS FOLLOWS:


1, add?& T t h e Contractor i s changed t o t h e fol l o w i n g :

2600 Tower Oaks Boulevard


.-
S u i t e 200
Rcckvi l1e. KD 20852

2. Article 5 . 2 . Estimated Cost 2nd Fixed Fee. paragrad-6 2. through e . are


moai f i e d t o read as folio\dS:

a . The estimated cost nf t h i - --ontract i s increased by $ b f . -ran


by
0 1 bY
!I. Th2 fee for t h i s contract i s increased by $ .f frcn b by
to 4 Tne f i x e d fee shall be p a i d i n installments based o i t h e
. .
percenzage u f completion o f work, as aeternined by the C o ~ t r a c t i n g
Officer, and subject t o t h e withholding provisions o f t h e clauses
ALLOWABLE COST AND PAYMENT and FIXED FEE referenced in t h e general
clause l i s t i n g i n P a r t 11, A r t i c l e 1 . 1 , of t h i s c o t x r a c t . ?apmert of-:
.- -
-.__

f i x e d f e e s h a l l n o t be made i n less t h a n inonthly ir,crements.

c . The Government's obligation, r e ~ r e s e n t e dby t h e sun o f t h e e s t i m t e d


c o s t p l u s t h e fixed fee. is increased by $419.944 from $9,621,317 t o
$10,041,261.

d . Total funds currently a v a i l a b l e for payment and a l l o t t e d t c t h i s


contract arc i n m a 3 s e d by $419,944 from $9,621,317 t o $lO.nA' 7rl, o f
which by !presents t h e estimated costs. and 3 by'
represtfrlLs rne t i x e d fee. For f u r t h e r p r o v i s i o r s on ;urru;ng, see t h e
LIMITATION OF FUNDS c7ause refererced i n Part I1 - Arti c l e I . 2 . -
. . Authorized s u b s t i t u t i on-s o f C l atises .

. . e. I t estimated t h a t the amount c u r r e n t l y a l l o t t e d w i l l cover


1s
performance cf ~ o r kunder the contract t h r o u ~ nNovembit 10. 2003.
3 . Article 8 . 3 . Provisions A~zl~cable t 3 D i r e c t Costs. paragraph c . (1) and
c . (2)are r e v j s e d t o increase t h e c o n t r a c t ' s c e i l i n g amount f o r cons3ltan:s
and add authorizatio? for a co17sult a c t , as follows:

c. (1) Total expenditures for consult ntc idctirred i n d i r e c t perforniance o f


t h i s c o n t r a c t s h a l l not exceed 1 y l i t h o l i t t h e p r i o r written
approval o f t n e Contracting O f f j L r r , .
05/09/2003 1 3 : 1 9 FAX 3 0 1 9 6 4 7 1 9 6 MYG
~~\"-(35-2aB3 13 :48 N I r '/G?lOB/CONTRGCTS
-- .. -
-- ..

Conhact NOI-AO-82723, Modification 8 Page 3

c . ( 2 ) A~provedconsultants inc1 ude D;n Cohen p jnd El i i ne Arki ns


- -.n
for combinecl amount o;
nnt. t-n exceed
.rr\r\
Mnrry Bruns
" h i l l i s Payne rends Frei berg
d A1 a n Dickens
by Addi t i ons
requi re pri or written dpprova 1 o f the Contracti r,g Offi cer .

4 . - Article B.4. Advance Understsndinqs, paraorzphs a . ( 2 ) and c , are Modified


.. . as f o l lows :
a. (2) A cost reimbursement plus :i xed fee subcontract with United
Information Systems. lnc. (UIS), and Analytical Services. inc. . successor
i n i f i t e r e s t f o r U I S as of January 1, 2002, i s authorized for a period of
five years, n o t t o extend beyond h\/I f i 7003. The m a x i mum subcontract
amount i s hereby increased from I by to by The subcontract
i s t o provide s u p p o r t for computer sysrems s u p p u r . ~ ,u a- ~ a u a s emanagement
a n d Internet webpage development .

- c . Total Direct Labor cost f o r contract Year F i v ~ ,from May 11. 2003
through November 1 0 . 2003, cannot exceed b j un1 ess otherwise
author; zed by t h e Contracting O f f i c e r .

5 . Article f .I. Period of Performanc~,i s revised t o read as follows: -- - - .-

The period of performance of this contract shall be iron May 11, 1998
t h r ~ u g hNovember 10, 2003.

6 . Article G . 2 . Key Personnei , i s revised t o read as follows:


Pursuant t o the Key Personnel clause inccrporated i n t h i s contract, the
following i n d i v i d u a l s a r e considered t o be essential t o t h e work being
performed hereunder;
. . NAME TITLE
-.
- - - --
. . . . . .
'-Amy Graham - Projcc~Director, Matthews Media Group, Inc. -
Joan Morris Senior Technical Information Specialist, Matthews hledia
- --
Group, Inc.
Paul Nedzbala Subcontract Manager,Anslytical Services, Inc.

7 . ALL OTHER TERMS AND CONDITIONS OF THE CONTRACT REMAIN UNCHANGED.


Strategic H e o I t n C o ~ m u n i c c t i o n _ c

2 6 0 0 Tower O a ~ 63uleva:d
s
S u ~ t e200. Rockville, hliD 20852
Fax 301 -984-7196
Phone 301 -984-7191
w\.w.rnatthewsgroup.com

Date: 5/9/03 .-

To Ivan Hernandez

Organization: NlAlD

Fax Number: 3011480-0689

From: Riyad Abu-Sharr

Number of pages to follow: 3

Comments:

PLEASE CALL 301-984-7191 IF THERE ARE FROELEMS WITH THE TRANSMITTAL OF THIS FAX
- ~

This message is intenaed for the use of the individ~alor e n t ~ vto which it is addressed and may contain information that is
privileged, confidertial, and exempt from disclosure ~ l n d e applicable
r law. If the reader of this message is not t h e intenaed
recipient or tt-,e employee or agent responsible for deliver~ngthis message !o the intended recipient, you are hereby notified
that any dissemination, distribution or copying of this comrnun~ca:ion is strictly prohibited. If you have received this
communication in error, please notify us irnrned~atelyby te!ephone and return the orjginal message to us at the above
address via the U.S. Postal Service
Ep-Ja-r33a2 11:48 h 'HWx -A -- --- .-
-.

AMENDMENTOF S O U C T T A T ~ O K ~ . . O ~ D ~ F I COf
A ~CONTRACT
ON HOI-AO-aaz I 9
-
e AMENDMENT/MODIRCATIDN NO. 3. EFfECTlVE DATE 4.-~REdUtSITlONlPUACHnSEfiEQ K D f 5 PROJECT NO. I I m ~ b
7 002159 I
6.155UR3 BY CODE 7. AWIN!STERED BY CODE
IM or)w &an t m 61
A r . q ~ i t i ~Marvrguntnt
n~ and W ~ SN U I D
Bran&
) M OF~W W O Road, ~ Room ZNE-28
VCS 4813
~cr)l& Maryland 20892413
8 . NAME AND ADDR<?-S OtC_ONlmcTOR 1%. -f. II.w. - d a P c n d d
ctw, m ~ -
4.) 9A AMENDMENT OF S O L I U ~ A T I O NN 3

~ W ~ AMcdu
C WGnop, be 9 % .DATED lser hwn 1I )
bl0l Ekardvr Blvd.
10A MODIFICATION OF C0NTRACTK)RDER NO.
quik 300 .- NOlh0-82N
BochiUc, MD 20852
10B. DATED frw hrvn 131
-CODE IFAUUTY CODE OSKlU91
11. THISITEMONLY AP#LES TO AMENDMENTS OF SoumAnow

0~ h . b mmmndod u a01 t&


mmbmmd IOIU~I&YI d m s p 3 f i . d (of rri.
h R u n 14. h ku~#KI of Off- I.U&d 0 is not womd

wwrmun ecm&&ga of r m u d m @ Mp o t \a 1h8 huu and cbm 8paM.d In du nLorrmon oc r a a m n d a d , b y one c! tho h.la*ring rrUVIbda

1,) armpldng km 8 and 1 5 , a d m m cDptu of dr Ib) by rcknowldghg -bt a l thh unrndmrrt on och cnpy wt thm dtor
,(,brnrnd; r g a n ( a m u of W w m m r N c h lncadu r &.rum l a t h . -n
~c) and e m v d m r r t numbrn FAlLYRE OF Y O l R ACKNOWLEDGMENT TO
RKOW A T WE PUCE DESIGNATED F O R THE RECEJPT OF O R W S PRIOR Tb THE W W DATE SPEULlED MAY RESULT IN R t E C n O N OF YOUR
ORB by virtu# of thls rmmdrnwN ya, derln m hrrp. r n offor rlfuw subrnktd, st& dulg. m+). M mSda by tebgrtm or h o r . prwlded u C h rdcgmm or
Mu n a k u r8trmmx l o rtw .ol~aWnmand thll vmndmant and is Dnor re thu +Inp triw d &a .peztfrsd.
-

"
!11. ACCOUNTlNT.

bt
A*'D APPROPRIATION DATA Ufrrguco?
OC 25.25; CAN 1)28425983, f819,929
13. THIS ITEM APPLES ONLY TO MOblFlCATlONS OF COKlRACTSlORDERS
IT MODIFLES THE COKTRACTIOFtDW NO. AS DESCRIBED AJ KEM 14.

'1
A TCIIS CHANGE ORDER IS ISSUED PURSUANT TO: (Spezlfy authcrnty) THE CHANGES SET FORTH IN I T E M 14 A R E MADE IN THE
CONTRACT ORDER NO. IN ITEM 10A.
B THE ABOVE NUMBERED CONTRACTlORDER IS MODiFlED TO RERECT THE ADMINISTRATION CHANGES ( a c h &sthanger In
paylno office. appropnatlan date. src.1 SET FORTH IN ITEM 14. PURSUANT TO THE AUTHORITY OF FAR 43 103(b).
. C. THIS SUPPLEMENTAL AGREEMEKT IS EHTERED INTO PURSUANT TO AUTHORIN OF:
.X B i M Agru!nmt, FAR 43.103(a)(1)

D. OTHER lSprcity type o f mo8Slmo~m d a ~ t h d r y l .

& LUPORTANT: CMtnctor. 0b to & rh.h c ~ m r r tand a


1~180dtd m capls. t~ the Is,ui?p a M s .

14. DESCRIP?ION OF AMENDMENTIMODIRCATION IOrpnbd by UCF d m hmdnp, mducllng suficnrtlonlcryrrnn h u h s c l m a n w w h w lo8a1blm.)


1 Purpose: 1) To provide a suppltmcnr 10 the Totd Conhart Amount as mubJdly a g d by Lbe parties, and to change key m n n d
1 Totd F d Nloasd Tobl Conmid F\I&

i
Est Cmt FIxrdFu Total EbC6s F m d F s Total
hviously Funded $8,aOl3SS Sa,go1,388
-.

D
-
,is,,.#
r Uj 81 9.929
s9,621,3 17
819.929
59.62 1.3 17

1 6 A N A M E AND TITLE OF CONTRACTING O F H C E R

John F d y , Can&b;np
ISC. DATE SK3NED 1
..\ Officer, AMOB. NLQID
16C. O A T € SIGNED

7130102
isw 7 ~ 0 0 ~ i - 1 6 z - e o 7 0 30.105
R-raBd by GSA
PREVIOUS EDITION NOT USABLE FAR ( 4 B CFql 53.11U.I
Contract N
O 1 -A0-82723, Modification 7

BEGI/(~;!/~$~ ' Td!S R~3!FiCkTIC;~!.ThE COkTRACT ;S


i;ITH THE EFFECTI;!E 3ATE 0
HERESY Y,OGIFIED *AS FCLLOKS: -

! A r t i c l e 8.2 E s t i n a t e d Cost a r d F:xed Fee, szr;sraF?s c tnrocsP c zpe


nod?I: e i a t o r e a d as f o l iohls.

2 The es:irna',ed cost o f 3 ; ' s c o n t r a c t i s i r c r e c s e d by


.- by fro;r,

b. he f i x e d fee f o r t h i s c o n t r a c t ;s :,ncrease5 by b from I b f


Tile f j x e d f e e s h a l l be p a i d I n i n s t a l l w n t s h s e a on t P e
Lclkz LJI c c n p l e t i o n of work. as determir,ed by rb'e C c r r - e c t i l ~

Gffjcer, and s u b j e c t t o t h e w i t h h o l d i n g p r o v i s i ons o-f t h e clauses


ALLOWABLE COST AND PAYHENT and F I X E D FEE r e f e r e ~ c o di n tP,e gefi?ral
clause ] : s t i n g ; n P a r t ' I I . A r t i c l e 1.1, o f t h i s c o n t r a c t . F a y ~ e n to f
f i x e a f o e s h a l l n o t be made i n l e s s tn;n m o n t h l y H l c r e n e n t s .

. c . The G c v e r n n e n t ' s cbl i g a t i o n , r e p r e s e n t e d by t h e sun o f The e s i l m j t e d


.

c o s t p l u s t h e f i x e d f e e . 1s i n c r e a s e d by $819,929 from $8.801.388 t o


59,621,317

a . T o t a l furcs c u r r e n t l y a v a i l a b l e f o r oayrnert avd a l l o t t e d t o t r : s


-- --
c o q t r z c t z r p i n r r p a s e a by $819,929 'rom $8,801,388 ;c $9.671 cf
irhi~h by b
-.cr ' ~ r t ~ e~r r o vsli o ? s or, u l l L <r'g.j see t h e
.epresenrs t n e e s t i n a t e c c o s t s 2nd
reDre>rrlL> xed f e e
L I , ~i

LiWITATIOY 3; FUY3S c i a g s e referenced i n "rt I: - A r t i c l ~ e 1 2 -


k b t b o r i zed SLDS:; t ~ r cns
i o f Clauses

2 Article B 4 Acvarce U ~ c e r s t a n c i r a s ,paragrzph c i s Mod:fiea as f3l lows

c T o t a l C i r e c t Labor c o s t fcr c o n t r z c t Year F i v e , fro^ Kay 11. 2C02


- i h r o u g l @ y 10, 2033, C a n m t DXCiDE b less OTnerwi se authorized
by t h e C o ~ t r a c t i q gC f f i c e r
Contract N01-AO-82723, Modification 7 Page 3

3. Article B.3. Provisions Apoliczble t o Dlrect Ccsts. paragt-aph c . ( Z I i s


revised t o add authorization for a consultant. as foi lows:

Consul:aat _ Hours Rate - Total Estimate


A l a n R . D i ckens
bii bii br
Any A d d i t i o n s require p r i o r apprcval o f the Contracting Officer

4 . Article G . 2 . Key Personnel , i s revised t o read as fol 1 ows :


Pursuant t o the Key Personnel clause incorpcrated i n t h i s contract, the
following individuals are considered t o be essertial t o the work being
performed hereunder :
NAME TITLE

Enrique Cubillos Project Director, Manhcws Media Group, Inc.


Brittany Moya del Pino Senior Techical Information Specialist, Matthews Media
Group, Inc.
Paul Nedzbala Subconnac! hlanagcr, United Lnformation Systems, Inc.

-
--- - - - -
5 . ALL OTHER TERMS AND CONDITIONS OF THE CONTRACT REMAIN UNCHANGED.
- i , . , ~ Q ~ c - " < C i3
: i CC,ZE -. - -
.7rrdf
-. ;&:sXs
.--

AMENDMENT OF SOLlClTATlC ,lODIFICATION OF CONTRACT --


\ xb,-ak d27,T 1
, z-= I.
2 , ~ M E K ~ N . E N T I N . O ~ I ~ I C No
ATI~~~ 3. EFFECTIVE C A 7 E E E S XC;.i 5 ??C-,EC'
~.~P.EQuISIT~ONIPUF~CHASE r ; ~ ;. ! c,, ,;:. e

6 I
i
002 132 g: 0021:? I
6 ISSUED EY CODE i 7 . A ~ M I N I S T E R S D0 " COLE
I /if o r h e r r h a n l r e m 61
Acquisilions h4anagerr.e~:and O?e:;uons Brznch, S!.AJD
1040 1 Fenvood Road, Room-WE-25 I
h4CS 48 I 3 I
I
=
B:!hcsda )\lar)~lmd? O B P 2 - ~ f 13
i
e. NAME AND ADDRESS O < ~ O N T ~ A C T C R
~r:o.,'srree:, c~ry,ronnry, 5:are a n d l i p r o d e l 9 A . A M E R D V E S T 0' S O i i C l ? A T I C N N 3 .

htanhews Media Grogp, IRc / / 9 8 DATED (see i r e r n I 11

11. THlS I T E M ONLY APPLIES T O A M E N D M E N T S OF SOLICITATIONS

0 The above m ~ m b e r e 3s o l ~ c ~ r a : ~ oisn amenoed as set f o n h I n I t e m 1 6 . Tne hour ano date s p e c ~ ! ~ e for
b recelpt c f O t t e r s 1r
- 1s e k l e n o c 3 no: errer."<.

Offers must acknowlecge recelpl o f 17 s amencme-,r pVmr fo the hour a n d date s p t c t l ~ e dI n t h e sollcafa:~on or as arneqded, b y o7e c f t h e 'oltow,?g T e t h o a s

( a / b y completing 11em 8 aqd 1 5 . a93 r e r u r q l l g c ~ p i c sof 1Pe aTer.nrnent: [b) B y a r k n o w l e a g ~ n greceipt o f fh:s a - e n o ~ e n r o n e a c h c o p y c' !,PC olfe.
suornlrreo: or IC) B y separate le1:er or t e i e g r a n w h l c h includes a reference l o t h e sollclta:~on and a m c r d r n e n f nbmbers. FAILURE OF YOtJR ACKNOWLELlGh'ENT - 0
B E RECEIVED AT THE PLACE DESIGNATED FOR Tr,E RECE!PT OF OFFERS PRIOR TO THE HOLJR AND DATE SPECIFIED MAY RESULT IN REJECT13h OF YOUR
OFFER. I f b y v,-ue of :nis a m e n d m e n t y o u gcsirc :CI chanqe a? o l f c r alreaay submrned. s u c h change m a y b e made b y r e l e g ~ e mor l e n e r , p r c v ~ o e deac? telegrarr. 3.
:erler makes reference r o (he soliclratlon a n d :his amendmeq!. and is r e c e ~ v e dprlor t o 1t.e openlng hour and ba:e spccl: 19

1 2 . ACCOUNTING A N D APPiiOPRlATlON D A T A /if requ~red) . .

Em b d 1 2 5 . 2 5 ; CAN $28425983. 5943,651; C A S 128425954, S1,034.652 -..


-
13. THlS I T E M APPLIES ONLY T O MODIFICATIONS OF CONTRACTSIORDERS
I T MODIFIES THE CONTRACTIORDER NO. AS DESCRIBED IN I T E M 1 4 .
(x) I A. THlS CHANGE OiiDER IS ISSUED PURSUANT i O . (Spectfy a v t h o r r t y ) THE CHANGES SET FORTH IN I T E M 14 A R E M A D E I N THE
/ CONTRACT ORDER K O . IN 1 T E M ; D A . . -- . -. ..
-
1 B. T 6 i ABOVE
NUMBERED CONTRACTlORDER IS MODIFIED T O REFLECT THE ADMINISTRATION CHANGES l s v c h as changes In
appropriar~oncia!?. e:c,) SET FORTH IN ITEM 1 4 , PURSUANT TO THE AUTHORITY OF FAR 4 3 1 0 3 ( b i .
.ayi?g O~IICI,
C. TH!S SUPPLEMENTAL AGREEMENT 15 ENTEEED INTO PURSUANT TO AUTHORITY OF:
X B~laterei.4grcemcnr, F.AR 4 3 103(a)(l)
D . OTHER (Sgec//v r y p e o f m o a i f ~ c s r ~ oa nn d a u r h o r ~ t v l
X Arficlc 13.9,.Cosrs, Paragrzph f

E, IMPORTANT: ~ ~ ~ l , ~15 no!


~ t ~ 1s
~ requlrea
, r o s q n t b ~ so o c v m e n t ana !elurn ' coo,e, t o the 'ssulng o ! f ~ c e .

1 4 . DESCRlPTlON OF A M E N C M E N T I M O D ! F l C k i i ( 3 N I O r g a n ~ z e db y UCF secrlon n e a d ~ n g .1nclu01ngsol~c~:a:~on/cont:actsubject m a t t s r where l e a s ~ b l e:


Purposc: 1 ) To provide a schcduied increrncnr and 3 supp!rrnent :o Ih: Tom1 Con!racr h o u n r as mutually a ~ r e c dby thc pm:es, based on thc
Conmactor's upda!c&projec:ion of Toral Est~rnzreclCocls. d a ~ c dM a r c h 16, 2001
- - - Total ~ L n d sAlioncd To21 contrait Funds
.-
-E51. Cost F ~ v e dFee Total Est. Cost F I Y PC--~ Toral
. . . . . . . .
~ r c ; ~ ~ o u sFcndcd
ly ,R23,085 , SS,149.200 ,
by
- ..
This hlod, 2 6

Con~ractPer~od:May I I . i99X through hlay 10. ~ 1 i u . t(Lncaaigcd)


by
, ,978,303

S8.801.38R
652.1 EX
:8,80 1,388

Am\. Funacd f8,801,388 ( C h a n ~ e d )Conrrzct


, Amt S8.801.388 (Changed). Fundcd through May 10,2003 (Changed)

Erncept a, p,ov,d.a h*l.in. -11 nmm. ~ n conenlons


d 01 t h o d o c u r a n t ral.rerc.d rn 1t.m 3 A or (Oh. ar h.r.lolots chanp-a. earnom. unchsnoed 8nd on lull l o r c m mnd aHmcl.

1 5 A . N A M E A N D TITLE OF SIGNER ( T y p e o r p r i n t ) 1 6 A . N A M E A N D TlTLE OF CONTRACTING OFFICER

1 5 9 CONTRACTORIOFFEROR

B"
1 5 C DATE S:GNED 1 Bv ,12yA
6 8 UNITED STATES OF MERlCA 16C.; D s!Gi

IS~gnerure~ l p e r s o naurhortred l o s i q n l ' / /-- I (S,gn#rurr ol Conrracr#ngO f / ~ c e r l


I A
NSN 7 5 4 0 0 1 - 1 5 2 - 8 0 7 0 33-!C5 / STANDARD ~ O R M
30
(Rev 10-831 P r e s c r ~ b e db y GSA
PREVIOUS EDITION N O T U S A B L E F A R I d 8 C F R I 5 3 2141al
,-
3EGiKRIMG \diTh TdE EFFECT]':; CAT; C i 1215 -, -7. - --
IjiOCIF'L LfH~, - '-nu !* ,, , T ~ cE ~ / , ! ~ ~ , ~ - T
E;'&FjY HOD]F I EC--AS ?Oi?%!8. -

A r t j c l e - F 2 f-j;;r,;t& c o j t 2nd p i xed Fee, paragr?pns 2 t l r ~ b g kn~. a r e


m o ~fi i ed t o rea"s ~GI-~ows:

Tne estlm;ted ccs; of t n ~ sc o ~ i i r a c t' 8 i n c r e z s e d by ! EY , trzc


* 1?9 t-0 $ Lq
b . The f i x e d f e e i c r t h i s c o n t r a c t i s increased by ! C7'/
i r ~ a i 7 ,f -
t o I i,+ . Yt,e f i x e d f e e shall, be p a i a i n :nstal!3en:s 'ase' c n t h e
p e r c r l l L U y L of c o m p l e t i o n of *!ark, as aeterrni lied by t h e C o n t r z c t i r,g
O f f i l c e r , 29s s ~ j ebc t ;3 t h e il t r , n o l d i ng p:ovi 51, on5 of 'he C ? dLIse8
ALLmP5B?E C@S; AN9 PAYMENT and FIXi3 FEE r e f e r e n c e d l c :be ~ e n e ~ a ' ~
c l a ~ j s el l s t i n y iInP2r: 11. A r t i c : e I ,I. o f t h i s contra::. Payme" of
f i x e d f e e s h z l i not be aade ? n l e s s than n o n t n i y l n c r e n e r ~ t s .

c s l g a t l c n . represented by t b e sum o f :ne e s t i m a t e d


Tne G o v e i n ~ e r ~ t 'obi
c o s t 21 us t'ie f i r e d fix is - r ~ c r e a s e dby $652.188 i r o ~$8,149,200 t o

- --- -
6 T o t a l f ~ q c sc j r ~ e n ! ] ~3:'j17:fe *0- p j y n f n t 2 l S 2l:Cltteo t o this
c 0 5 t r ;ct a r 1~ r c r e 3 ~ e 3 $1,978,303 from $6,823,085 t "8
S ~ I Rnl 7 8 8 , c f
whick $ LY re3re5ents I h e e s i 7 ~ a r e dc o s t s a-d
r e a r e s p f i l s ~9"'- xec fee i o r i b c t l e r ?rov1;1o~s o l lurlulr~S, see the
LIPITATiON 2F r"U3S ~ 1 J, S ~r e f e r e r c e a i n P ~ a ' ; I! - A r t l c l e 1 2 -
A u r b o r l zed S ~ b s tti ~ons ~u' Cl i 3LSES

e i t 1s expecred t + a ~t i e ar-osrr c~r:e":iy a ' l c t t e b ~ 1 1 1cover


se-formapce cf wc" unce- ? ? s o r , t t ' ~t i h r ~ c ~Hay h 10, 2003

-. - -
f roin May 11 . 2002
thl;ough May 10, 2C33 c a n m t excee: 2,:I C , ~ other141se author1 zed
by t h e Contracting Ciflcer
Contract SO1-AO-82723, Modification 6 Page 3

3 , A r t j c l e a . 3 P r o v l r ~ o xA2olicaa-ie Cirecr Cosrs. ?araqrach c ( 2 : l s


2
rev1 sed t o add a u t h c r i z a t l o n f o r a c c n s u l t a n t , as fsl lows -

Consultant Hours Rate Totai Estimate


J e f f b9nePd;
= b-9 b -y b 7'
Any Abdi ti ons r e q u i r e p r i o r approval o f the Contract1ng O f f i cer

4 A r t i c l e G.! P r o i e c t O f f i c e r i s modified t o c h a n ~ et h e P r o j e c t C f i c i e r
r e s p o n s i b l e f o r t h i s c o n t r a c t , a s f o l lows:

P r o j e c t O f f i c e r - Ann C London. O f f i c e o f Communications and Pub1 l c


L i a i s o n (OCPL). NIAlD
A1 t e r n a t e P r o j e c t O f f i c e r - L a u r i e Doepel, A c t i n g D i r e c t o r . OCPL, N!A13

5, A r t i c l e G . 2 Key Personnel , i s rev1 sed t o read a s f o l l o w s :

Pursuant t o t h e Key Personnel clause incorporated i n t h i s c o n t r a c t , tne


f o l i o w i n g ~ n d i v i d u a l s are consloereo t o be essential t o the work belng
performed hereunder:
NAME

Enrique Cubillos Project Director, Matthews Media Group, Inc.


Pamela Wilcos Senior Technical Information Specialist, Manhews Media
Paul Nedzbala Group, lnc.
Subcontract Manager, Un~tedInformation Systems, Inc.

6. ALL OTHER TERMS AND CONDITIONS OF THE CONTRACT REMAIN UNCHANGED..


AMENDMENT OF S O L I C I T A T I O N I ~ . I ~ O I F ~ C A T ~OF
,
O NCONTRACT
/ 1 C C N ~ ~ ;1 r, L
pJ- ~- PACE Ci Z A C ~ S

, I
. ,
-
2 , AMENDMENT/MC)DIFICATION NO. 3 EFFECTIVE D A T E ~ ~ F V~CC 1H5~ .
A . - ~ E ~ L I S I S ~ G N / ?FEC! P SS2E- E C T : ,1 .,* ,,,,,,,,
5 1 09!18/0 1 1 19b5/!966 I

6 l S S U t D l3Y CODE 1 7 . ADh".!NISTERED 6Y CODE


Itf crner r t l a n r r e m 61
N a r l o n a l l n s r ~ r u ~01'e Allergy & 1ni:cllous Discuscs
.4ccj~11si:io!1sM a n a g c m c r , ~BL O p t : i ! ~ o n s Bralch
h700B Rockledgc Drive,
B c ~ l ~ e s d: Vs a ~ y l a r i d20892-7605
Rm 1 1 28. MSC 7605
1
._ - --
&. N A M E A N D A D C R E S S O F C O N T R A C T O R (No., s r r r e l . ctry. counry. Srare
- -- .
3- --
a n d Z I P codcl 1x1 j 9 A . AIIIE:~@PV:EXT3 F S O L ! C i T k T 1 3 N h.C

!vlatthrws L l r d ~ a( ; l o ~ ! ~ I 46.D A T E D /see / ( e m 7 71


6101 Esecu~~B
v el v d .

I XI'
Suirc 300 1 0 A . M O D I F I C A T I O N OF CONTRACTICRDER IJC.
-- h'C1-.40-82723
Rockvillc, Maryland 20852
1 0 0 . D A T E 0 I s c e lrem 7 3; -
CODE 1 FACILITY CODE 1 05106/9 S
11. T H l S I T E M ONLY APPLIES T O A M E N D M E N T S OF S O L I C I T A T I O N S

13 l h e above n u m b e r e d s o i l c ~ r a l ~ o1sn amended as set f o r t h I n I t e m 14 The hour ana date specdfted for recap: 01 O t j e r s 1s exlenoed n l s not r r i c l s c l ~ d

O'ters musr a c k n o w l e d g e r e c e ~ p 01
l rhls amendrrlenl prior l o t h e hour a n d date s p r c t l ~ e dI n ~ h s to l ~ c l ! a l ~ oorn as amenoea, b y one of I h e f o l i o w l n g mcrhoos

(a1 b y c o m p l e r ~ n gI t e m 8 a n d 7 5 , a n o returnl'lg , l 6 v a c k n o w l c o g i n ~1ercip1 o l fhls a m d n d m r ~ i tor, each c o p ) o f !he o l l e r


coples o f !he a n ~ e r ~ d m r n I! b
.ucm~rreo, c i l c l Bv seodrare letter or !elegram w h l c h ltrcludss a reference l o I n r s o l ~ c ~ l a r l oarid n arnendrrtenl n u m b e r s FAILURE O F YOUR ACKNOVIILEDGhrENT T O
BE RECEIVED A T THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR T O THE HOUR A N G D A T E SPECIFIED M A Y RESULT I N REJECTION OF YOUR
OFFER I f b y w r t u e 01 t h ~ sa m e n d m e n 1 y o u destre t o c h a ~ l g ean oiler already submrlted, such change nrav De rnaoe b y lrlegrarn or Iexter provided each relegrani or
l e f f d r nsakes r r t e r e n c r t o !he s o l ~ c ~ l a r i oalnl d l h l s a m e n o m e n l . an0 IS recetved oreor l o !he openlng hour ana a-a l z speclt!ed

12 A C C O U N T I ~ G AND A P P R O P S I A T I O N D A T A I t f r e q u ~ r e d
Em "‘' 25 5 5 . CAN 18424984 489.686, CAN 18425983. 4i29.000
. .V I
13. THlS I T E M APPLIES ONLY T O M O D I F I C A T I O N S OF C O N T R A C T S I O R D E R S
IT MODIFIES T H E CONTRACTIORDER NO. A S DESCRIBED I N I T E M 14.

1x1 A . T H l S C H A N G E ORDER IS ISSUED P U R S U A N T TO. I S p c c ~ t ya u l n o r 1 1 y ) THE C H A N G E S SET FORTH I N I T E M 1 4 A R E MACE I N THE


C O N T R A C T ORDER N O I N I T E M 1 0 A .
.. -- .-

B . THE A B O V E N U M B E R E D CONTRACTIORDEP, IS ~w'IODIFIED TO REFLECT THE A D M I N I S T R A T I O N C H A N G E S (such as c h a n g e s In


p a y r n y o l f ~ c e ,a p p r o p r ~ a r l o nd a t e , e1c.J SET FORTH I N I T E M 1C. PUESUANT T O T d E A U T H O R I T Y OF F A R a 3 . 1 0 3 1 b l .

C . THIS S U P P L E M E N T A L AGREEhr,ENT IS ENTERED I N T O PClRSUANT TO A U T H O R I T Y OF.


X M u t ~ ~ Aaglr c c r n c n l o f B o t h Panics

3. OTHER I S p e c / f v r y p e of r n o d ~ l ~ c a l t oand
n aulhor~lyi.

--

E. IMPORTANT: tonrra~roi: IS no! a !s r e o u ~ r e dl o sogn lhos d o c u m e n l a n d reiurn


3 coples ro The lssutng ollrce

1 4 . DESCR!PTION OF A M E N D M E N T / M O D ! F I C A T I O N IOrgan,zrd b y UCF secrlon head~ng,~ n c l u d ~ nsoo l ~ c ~ t a t ~ o n l c o n r r subject act rnarrer where leaslble.)
PURPOSE To a u ~ h o r ~ [hc
z c p u r c h a s e o f w c b c o n t e n r m a n a g c n l c n ! :oti.wuc a n d p r o v i d e a s u p p l c m e n r o f f ~ n d s

Total Funds .4llortcd Toral Con!rac~A n ~ o u n \

Est Cost r n c d Tcr- To~al Ls: COST F ~ v c Fec


d Told
P r c u ~ o u s. F ~ : n d c d b
- 56,604.359 $7.930.5 1J
i !)IS Mod :j .S 2 1 8 b ~ I!! ~4 5 118.686
V/
I
.T <ti?! 55,823,085 k'/ %8,149.2UO
E X p r l - a ~ ~D
o zn r e . Ma). 10. 2003 ( l l n c h a n p s d ) Fu?ded 11lrou;h hlay 10, 2002 ( U n c i l s ~ g t d )

klcepl as prov!ara hcrc!n all !Isms and cond~llorl, ul the Jucu*?>snl


rclcarnccd ~n llem 9A or ' C A as hartlo'ore c h a n g e d trrnalos u n c h a n g e d a n d 8" lull lorce a n d r n r c l

1 5 A N A M k A N D TITLE 3 F SlGYER ( T y p e o r prrv:] 1 6 k h A M E AN3 TITLE OF C O N T R A C T I N G OFFICER

arm L d d y , C o n t r a c r ~ n _ eO R i c c : , AMOB. N l A l D
1 6 B U N I T E @ S T A l i S OF A M E R I C A 1 6 C D A T E SIGNED

0912 510 1

30 105 S T A N D A R D FORM 30
P r e s c r ~ b e dby G S A
FAR 14E CFRl 5 3 7 10'31
PREVIOUS E D I T I O N N O T U S A B L E
Conmacr N01-AO-82723, Modification 5 Pqe2

BEGINNING NITH THE EFFECTIVE DATE ' T!-i!S M33IF;CATICN. TZE CZhT%.CT I S
0
HEREBY MOD1 F I ED AS FOLLO'dS :

1. ~rticl'e-B.2-Tst1mat'ed Cost a n d -Fixed Fee, par5:rzphs a . tkroucjh e . are


modified t o read as follows:

a . The mtimated cost of t h i s Contract 1s ~ncreasedby by 'rom


0.i
b . T h c f i x ~ d f ~ ~ f o r t h ~ s c o n t irsa icntc r e a s e d b y ! from b y
to bq The fixed fee shall be paid i n installments based on t h e
percentage u i completion of work. as determined by the Contracting
O f f i c e r , and subject ot the wi thholding provisions of the clauses
ALLOWABLE COST AND PAYMENT a n d FIXED FEE referenced in. the general
clause l i s t i n g i n Part 11, Article I . l , o f thi.s coctract. Payrn?nt of
fixed fee shall not be made i n less t h a n monthly increments.

c . The ~ove-rnment' s obl l g a t ~ o n ,represented by tne sum of tne estimated


cost plus the flxed fee. 1s ~ncreasedby $218,686 from $7,930,514 t o
$8,149,200.
-- -
&

d . Total funds currently available for payment and allctted t o t h i s


contract are increased by $218.686 f r o m $6,604,399 t o R7-4 n i x of
wh~ch. hi-/ represents t h e esrimated c o s t s . and by
r e p r e s e ~ t ~ cne
b r ~ x e df e e . For further provisions on tundlng, see the
LIMITATION OF FUNDS clause referenced i n Part I i - Article 1 . 2 . -
Authori zed Substitutions of Clauses.

2 . Article 8.4.Advance Understandinqs, paragraph e and f . are hereby added


as follows: -
-
e The ~ d i t w a r eL~censeAgreement executed on September 28. 2 0 0 1 , between
Documentum. Inc and the Natronal Institute o f Allergy and Infectious
Diseases of t h e Nat~onal Institute; o f Healtn 1s hereby nade part of t h i s
contract (see attachment 1.

f. The Contractor i s authorized t o buy the Reb Content Management System


Software from Documentum. Inc. . i n the amount not to exceed AY
NO i -A0-82723, >:odificat~on 5
Co~~tract ?age 2

3 . PART I I I - -LIST OF DOCUMENTS. EXIBiTS A!<D OTliE2 ATTACHKEIdTS, SECTION 3


L I S T OF ATTACHb1EEiTS. Attachment V I i is added as follows:

VI I . L1TensF"A~;;eement Between t h e Niitional jnsti t u t e 07 kl .er;y and


Infectious D i scjses a n d Docurnenturn, Inc. . dated Septenber 28. 2001.
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4 . ALL OTHER TEWS AND CONDITIONS OF ME CONTRACT REMAIN UNCHANGED.
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drrwvctcd rn lhc k C l l r l ~ l t dk c l c v c .nd pm.& Do~,rnrnl~rn r l l h I w r r p n m l s 161 U a lor rhr Pcvnrrcd R c t r u t ~ c n c c e l l u ylo r-Iw

l l* o ~ r s , b L c h.ble I- J o s k ,
pmbkmr In Ih:
I ~ Y Yc o n l ~ r np r o h l m t e-d r ~ o r sm d I r b t h p r r d ~ 1d11
2, rn, 1wi.1
~ I ~ Ck l n c l c b R c l e p ~mU [ v ) L~unscc-11 - 0 1 YK be & w ~ t ~ a bdl o a l c t r
l DocumcnIum and ( - 1 1 Lc.nrsa r r l i prumplIy .PIILJI a u h I l I c r v r h i w MO any p m u r r r o n
~ c r t t o n01 lhc Bc,mcud & \ c u t rxc;r.cQ r ~ n nDocumcn\*m .nJ u p o n l u d t mbepl shmll flop ulr o f l h r RCWILXJ R r l c ~ c
1I,, I\.l,u,,\r>~~ k In v r l t t n r jnd 3cn1 by t'lr,\ rlarr m.11. ~ > * t h j ~ gCOUI;C~. ht o r u m m l l u d k y racin)iic ad vlnl'lnrr: C J mri\jnl. ,.t
,n~ltslc~
mj rlb,
pa!, t~l.\h;, yetm man^. or ;uch ott.cf ~ d d n l 8r b C I ! p ~ /In\ do7r prDt w,~lrn..-rl
~ m m v . m d t c n ~ * bt at I r u tm I!,= b:htr
p,,,y, N ~ I 1"; D
~ ~~U ~ I W I I I ,h311
U ~ C I rrnr u IIM L1g.l D~pa'lm:n\ SnGu rh!I k t d a m c d co n l r : bc:n ~ l ' t ' upon l p ' W n b l &;;vcrj. [in lhC
, , . c r n r ~ nrsur;rr
~ trr r & u h r i ; ) ur f i b < ( 5 1 b u . ; ~d > p r n t r km( i r n t b y r,ru c i ~ m~11.
~ u

~ , ~ may ~ ~ ml c,r<rlyl
w A l l r r n u n : (by o p a a ~ i o qof l a - ar ock:&r) o r l l b l a ~ h l lt i d b f l W J t Y;I~OUI LkZ PfiOr WllCr. COiK.Sil o f D o ~ g n c q b n ,
Any w h l h ~ l r Janid,amrnl (. rubl~ccnlr.hall br null mnJ *aid. Thr fm[..y n o l w ~ ~ l l u a l u* C~c .n m l r r n n a U x LO b ~ ~ ~ n ~L ~uc r l ~ p \may
r. r u i t a .
or o ( h m l = IIM,~~, 4 m n m 1 m 1;) iu p r r ~ comp>ny
I ~ U n~ i u r i m l i ~ ~xs
w (;; u y af lu 61 itr parrnl c o r n c ~ n ~~' \u b l t o ~ l rar r rIon! I: curt, N ~ I I Q I ~ ~
.,~~II~Ic il .I LS,I i;fiy-m, p l c a w ( 5 1 % ) o m - by U u n l n rr L/:mlr0l?mni cuf~pw,. 0 1 l d ; ~ l Yr ,u.-!*ln& W - 1 7 u n r r l r l t 8,. r u q c r . m(...l!on
ur ~ ~ r u/:J+m
~ ~ ~ i u ~~i , il l311 y ;at ~ ~t r u n~c ' sf r r r u \w stock pmvtrled 1 d ~ hrnnly 11wl 2rrmra bp D e c i a r m n ~ m10 br IJ ; w l r o r n p t l l n UI'
Dpmmcnrum d m p x s In r r i r ~ ;nI-;I1 ~ bc bound by J o r t m l -1 cond~tlonarrlhi atrcrmrnl

11.1, 7hc. lonvm


i; 4 " r ~ m m r r c i u l~ltrr". 33 l h r ~rcnn if dcfinrd #I 0 C.F.R 2 131 { D f l 19931, c n n ~ ; ~ l i ar'~carrmctcir!
l~[ ccnpvlu *arc" vrJ
. ' c o m m c ~ r lmmpu1.r
l Inn~~dnrunrn~~~ P,b n " .t c m ~rrr u U b tn 4 1 C.F.R. 1 2 211 ISWT 1 9 9 ) ) url u pru-add I*l h c V.5. Co*crnmcnionlJ ar ,
,,lm,ncwi>l end )lra4. C ~ n ~ u l uvt~l l h4 1 C.t'.n. I1.212 md t I C . f R . 2 2 ) 7101-1 11)lPu~b111.7201-4 ( ) U Y c I 9 ? 3 h 111 U3, G o r c m r a m t md b u r <
ccq,,lrc s,,n.,~
r l L h unly 11)- ri&hbrcl lo& hcrrin a d tn F A R t k r j1.127-rt Cnmmrrcnl Cmnvutc~Son-amRcnr;cua w g n ~ r

. 'h. W I r s ~ r h l c d 1ht.1 ~~h: bhrrc m y i n c l u k mnr= l r t t ~ud by D p l v n u ~ u mfrom Oowmcnlum L i u a u x i Do:umc~~tumLiccn.,ur,


mp)r bt dinc, ~d i n l m d lh,rJ paw btntl;cl~rrcl p i hi3 A f a u m r n l md m r k lnl1llLd lo rnroroc il dkncoy q l i n i l L l ~ n v lto i h C l K n l (11 Lhrr
A r m n r r l rcl,ltr to ~ h cl i r t n c l n t of I)ocwncnlum L ~ c n ~ o l i ' o l I r@iwU.
m *nd (11) D o w r n m ~ mf~ilsIn c n l m c ~ h cIF,nr DI'Lhu t q r r c m c m u~
Doeum~atumL i t - e n r ~ 6bchrll'
' - -
18 ) . Thc $tc(,on hruJ*f!E) L c d ? arc pruwidcd lor con-numr only and hrvc Po r u h o n ~ ~Crlr r m nn h c crn-l~uctiono f lhir A;rnm:n\. H r ~ A r pr d n p
l hcld lo br uncnbwtc~blt,ylc
. h ~ i l lll)k jar "nr I ' r i l u n ro prrlonn JUI LO crtccr b c y ~ dIU nuonnblc co*fr*l I f u?r p r o w l 8 1a~f I ~ I S A ~ r t c m m i1
plnkr .hJI ub,ll~u~ [or Js-.fTccbcl pmw;,;m b m t d o r n a b i r prn-lindn -hlrh appmrlrnrtm. A r 'nlcnl nnd c c o n m ; c cntn v l ' b c 3ric~v.dp r p r L h . The
r4!,,~t by A pm, Y CICILIC
Thlb Alrccmcpt
my hneurrdcr m J I -01 p p o ~ Y
a
~ ca w w c r o f b u c k pM I n t h [ ro c & c r t ~su d n t h 1 or u ~ orlur
bc a n ~ c r d r dovi7 by r w i i t c n d o c u r n ~ rtl t r c u t t d by r duly % t h ~ 1 #r(pa#mnttll~c
cmrwlrd ill t o u n t c n r r u . A [.rcriol;ie 6 1 Ir ~ g n a roo) l of ~ h ; AbrcfmCnI
f ~ c l i r~a m
~rcacb
d iiran<tr rrUy b t frlitd vpnn
y
h I the p h c ~ Thir
.
tigh~in t ki , ~ .
Ap-ccmzal as) k
rn llllghhl\ ;lid ifl)l:rc 11
~ n m n s i y c n r yber-dc~r such I m r r m ~ l eW J a ~ u ~ c q r c nml rll ~ w r d h ~ r dtop). thc henm~kd m 1 1 p ~ r r ~ l .
-rllij Agl;cmmt ( * ' A ~ m t a [ ' 'i s) mad? by i ~ trirvecn
d D ~ t u m w m m !KC.
. (hcrcimficr
. s ~ c u m ~ ~ m a" )Dclawarr:
, curpurdtion with O%C:S a t 6S01 KO!]Center Psrkway,
P\clrlnlM if^ 94566, and Manhaws Mcdin Group, h c . (hereinafter "bLuG"). wi\h D ~ ~ L C S
ar 6101 Exccullve Blvd., Suik 300,R~ockvrllc,~ a r y l a n ~ ~ 0 BAgrccmcnl
S2 is cficrive ~s
of
thc 1qcr.of thc . - by MMG or Docurnenturn.
=.* datc signed
. .

MMG and Documcnrum agrcc ns foEow!:


I . Documenrum's customn, National Inslirute for Allergy and Infeclrous Dixcngs
dcsirtr to putthast Do?cmennun ~ o m r c liccns:~ 2nd firsr ycar ~ ~ p p oforn
('NNI~U)'')
such Iicenses, h'LAID drsirrs Lhc invoice for ~ h cs o f k i r c license and fint year -
maintcnancc and lruppon fcc ("FCC") to origina~cfrom MMG. MMG has agreed ro allow
Documtatum to invnicc it for rhc Fec and then in rum lnvoict NfAlD for r h t Fee.

2 Dwumcntum sha!I provide l o M M G an invoice for lhc . m I D Fz; in U.S. Dollars. Upon
receip\ of the Documcnrum invoicc, MMG hall invoice NJCUD.

3 MMG shall pay D o c u n c n m , and Documcnhrm agrecs 10 accept payrr:nl, for rhe Fee
wirhin forty-five d ~ y of
s the date of Documcnnrm's i n v ~ i c e .-
. --

4 . Thi3 Agncrnrn! sbnll ~crminal: upon paymrnl by MMG of Documcntum'r invoice for
!he Fee.

5 This AgrCtmC~tst.al1 be govcmcd by laws ollhc Stntt of California.

6 . This Agremcnl cons~itu::~the cnrirc a g r n n c n l bcween MMG and h u r n ~ n t u r nwith


rcppcc! to the Fee.

PIC
panic3 have causcd this A p ~ c m m \to b: cxccu~edby fhcir rc~pcrrivcegthoriztd
rcprescntr~vcs

Nam$~se-CnolSel
Tllle: & Secretary
Dale: 9/a f / @ - Dalc: 4118\01
I
blthl%. ome 1 -~~ _----- m
rll rubrnoflad m D ~ c v m r Y d n
nun h.0 IS) BbsJncsb d r p a( Wr ra.rvtan d LhS
(*I
S@sdda: w
AMENDMENT OF SOL~CITAT~ON/FJ~OD~F~CATION
OF CONTRACT ! rOi-AO-BZi21
I

2 A M E N D M E N T ~ M D D ~ F I C A T ~NO.
ON 1 3 . EFFECTIVE DATE .+-
4 . ii~Q~dlSIT:ONiPURCHASE
S i c NO ;5 PR3-ECT 2 0 1.1 z 2 - . . c a ? t e

4
6. ISSUED B Y CODE
! -- - i;204a;r~04:.;$2048
7 . A3MlNlSTERE3 BY
i
i
con:
fit o r h e r rhan (tern 61
A c q u ~ s i r ~ o nManagenicnt
s and Operat!ons Branch. N l A l D
6 7 0 0 - 9 Rochledgc Drive, Room 1127
MCS 7605 -- .
-
O c ~ h s s d a , h 4 a q l a n d 20892-7605

8 . N A M E A N D ADDRESS OF CONTRACTOR

Mauhc~vsM e d i a Croup. l n c
-.:--.- -- . -
(hfo.. srreer, city. counry, Srare andzh" c o o e i
.

h (XI i 9 A . AMENDNEYT
98. DATED /see
OC SCL;C;TATIOK RL?.

lrem 1 7 :
6101 Escculivc Blvd 1
1 1 OA. MODIFICATIOR OF CONTRACTIORDER NC
Sullz300
Rockirille. MD 20852 .-
I 1 N01-AO-82723
7 00.DATED (see lrem 13j
.. .
CODE I FACILITY CODE OSIO~l98
.-
1 1 . THIS I T E M ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

0The above nurnhered sollc~!aiion IS amenoeJ as set f o r t h n l r e m 14 The hour and date s p e c ~ f ~ etor
d recelpt c! O f f e r s 15 ertenoed a IS no1 erre?gc::

O!ters must acknowieoge recelpl of l h l s amendrnenr Drlor t o t h e hour a n d date specified I n l n e S ~ l ~ c ~ : a l ~oro n
as amended. b y one o' tme f o l l o w i n g m e ? h o o s

lal b y c o m p l c t ~ n gI t e m 8 a n d 1 5 , a n d returning c o p ~ e so f m e arnendrnenl: Ihl B y a t k n o w l e d g ~ n grcceipt of Ihrs amendment o n each c o p y of (he o f l e f


s u b m ~ f l e d :o r l c ) B y separale Ic!:er or !elcgrarn which inclua8s a reference t o the Soliclta:lon and amendrnenr n u m b e r s FAILURE OF YOUR ACKhlD*'LEDGMENT TL?
BE RECEIVED A T T h E PLACE 3ESlGNATED FOR THE RECEIPT OF OFFERS PRIOR TO T t f E HOUR A N D DATE SPECIFIED M A Y RESULT IN REJECTION OF YOUR
OFFER. If b y virtue of this amendment y o u oerlre l o Change a n o f f e r already subrnrrted, such change rnav be m a d e b y teleoram or lerrer, providec each trier;rnm or
letter makes reference t o t h e sni~ciratlonand t h ~ samendment, a n d IS r e c e ~ v e dprlor l o the opening hour and date s_t : t i t l e d
-
-
..
;2 , n r r n ~~r t r ~ r n*.--
~r ' PPROPRIATION D A T A I l l reqr~~red) - .

25.2E, CAN # 18325983, f 1,000,000. CAY # 18425984, $1,095,282, C A N 8 18.125674. $71,533


- "'"
. bJ . .
13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTSIORDERS
- ,.

I T MODIFIES THE CONTRACTIORDER NO. A S DESCRIBED IN [TEM 1 4 .

"i A THIS CHANGE ORDER IS ISSUED PURSUANT 7 0 : ( S p e c ~ f ya u t h o r ~ r y )THE CHANGES SET FORTH IN ITEM 14 ARE M A D E IN THE
CONTRACT ORDER NO. I N ITEM 1 0 A .
B. THE ABOVE NUMBERED CONTRACTIORDER :S MODIFIED T O R i F i E C T THE ADMINbSTRATIONCHANGES [ s u c h--- a s c h.a n. g e s In - -
paytng o t f ~ c e ,a p p r o p r i a ! i o n c l a t c , erc.) SFT FORTH 1N ITEM 1 4 , PURSUANT TO THE AUTHORITY OF FAR 43.103-7F)- '-=

C . THIS SUPPLEMENTAL AGfiEEMENT IS ENTERED INTO PLIRSUAVT TO AUTHORlTY OF


X Bila!cr,~I ;rgrccmsnt. FAR 43. I 0 3 ( a ) ( l )

/ D . OTHER ( S p e c ~ l yf y p e o f m o d i f r c a r r o n anri a u t h o n i y l
I -

E. IMPORTANT: Contracto. 9~s nor ,Is reoulred :o srgn r h f s oocurncnt and return 3 coples r o !hc issuing o ! f ~ c e .

14. DESCRIPTION OF AMENDMEI\;/MC31FICATION I O f g a n ~ z e db v UCF sectton heading, 1nclu31ngs o l ~ : ~ t a t ~ o n / c o n r f a subjecl


cl m a l l e l where teaslble I
Purpose 1) To stip?le~nent~ h Toral
c Cnnrracr , \ m o l ~ n r a s n>ctually a e r r c d by :!I< p a n l e s . based o n ~ ~ p d a ! cprolection
d of Total Esrimared Costs.
and to add an increment of funds
To:a! Funds Allotted Total Con:ract Funds
ESI Cos: F ~ \ c dF ~ P Total Est Cos! Flked Fee Total
P r c v ~ o u ~ FundsJ-l
l) 54,437 5 8 2 5 $7 03 0.902
Tntz Z l o d r 4 2 166 817 899 612
0 I
56,604.399 S $7,930.514
Conlracl Perloll h l a y I I, 1998 t h r o ~ g hh l a j 10. 7,003 (Cnchanged)
Am1 Funded S6.601.399 (Cl~angcd).C o ~ i t r a c A
l m l 57.930.5 14 (Changed), Fiindcd ihrough hlay 10. 2002 (Changed)

C r c e p l .I Dr0vld.d h.1.ln. ail #tern) an0 c~no~l~


01oth.
n ~aoccrrntnl r*l.rrnrrd tn l t r m 9 A or 1 0 1 . -3 h r t r t o t o l e chanqrd, t r m n ~ n sunchanqad and in lull lorce l n e cflecl
1
1 6 A . N A M E A N D TITLE O i CONTqACTlNG OFFICER

Karin E E d d ) . Conrractilrg Officsr, Ah4013. NlAlD


--
1 15C. C A T € SiGNED 165. tiNiTED STATES OF AIrlERICA 16C. DATE SlGNf D

NSN 7 5 4 0 - 0 1 - 15 2 - 8 0 7 0 30-?C5 STANDARD FORM 30


(Rev 1 0 - 8 3 ) Prescr~bedb y G S A
PREVIOUS EDITION NOT U S A B L E FAR 148 CFRl 5 3 2 1 4 1 a l
Contract NOI-AO-R272>, Modification 4 Pzge 7

B E G I N N I N G WITH THE EFFECTIVE CATE CF Tti!S KOSIFiLATIOli. TZE CONTRACT IS


--
HEREBY MOD: FIED AS FOLLOkS
1 . Article-0 2uEst;rnated Cost a n d Fixec Fee, pzragr2pns a t h r - s ~ g he a r e
mod1 fled t o rezd as follows.

-
a . The es:i~ated cost of tlii s ~ c ~ t r a 1cs t i ncrezsed by by ror
b.l 'O by :.
b The f i x p U n e f o r t h : s contract 6
i s increased by 5~ from f
b
to by T h e f i x e d f e e s h a l l ~~~~~~~~~~~~~~~~~~~~~~~~~~nthe
per~cril;ageo f corrpleti on of wori;, as deterin~nedby t h e Contracting
O f f i c e r , and subject o t t r l e withholding p r o v ~ s i o n sof the clauses
ALLOWABLE COST AND PAYMENT a n d F I X E D FEE referencec ; n the qene:al
clause listing In Part 11. Article I.:. of t h i s c o g t r a c t . Paymel-it of
fixed fee snall not be made i n l e s s than monthly 717crements

- c . The Government's obl:gation, represented by the stin ci the estirnzted


cost plus the fixed f e e . 1s increased by $899.612 from $7,030,902 to
47,930,514.
- .
--
. .-
.-
- --

d . Total funds currently ava'lable fcr payment and a l l o t t e d t o t h i s


c o r t r a c t arp ynrreased by 62,166,817 fro? $4,437,582t n Zh 6f14 399, o f
rhlch b t/ represents t h e eitiriated c o s t s and by
l r:xed f e e . For f u r t h e r provislcns on Tur,alng, see t h e
r e p r e h ~ r i ~Lne
LI!41TATION OF FUNDS clause referenced i n ? s r t I 1 - A r t i c l e 1 . 2 . -
Author1 zed Subst 1 tut I ons o f Cla~ises

e . I t i s expected t h a ; the amount cgrrentiy a l l o t t e d w i l ? cover


p e r f c r ~ a n c eG: work under t h e contract t h r o u ~ hMay 10. 2002.

- . c . Total 31rect Labcr cost for contract Year Four, from Nay l i . 2001
throucjh May 1 3 . 2002. c s r r a t exceed
by t h e Contracting O f f i c e r .
/J Y
nless o t h e r r i i e a u t h o r ~ z e d
Conrrac: No 1 -AO-87723, Modification 4 Page 3

3 A r t i c l e B .4.Advance b n a e r ~ t ~ ~ ~ , d p~ a, nr cas~, r a ~;n i s b e r ~ b ysS$& 2s


5 ,

f o l lows:
-.
-
I::+
<-.a

d . The Co~:tractor shal i implement c o s t c o r l t r o ! , p r o j e c r : os ailc r s ~ o r - tng


i
. .j*

rneasLiF+s- and-methock to--ensui-e t h a t expend1 t a r e s 2nd comm; tnents o f


contrac: funds do n c t exceed t h e t o t a l of f u n d s a 1 l o t t e d t o t h e c o n r r 2 c t
and t h e t o t a l c c n t r a c t ?mount.
-
-
4. PART I I I - L I S T OF DOCUMEkTS, EXIBITS ARD OTHER AEACH?iENTS. SECTIQ!< ? -

. . L I S T OF ATTACHYENIS. Attacnrnent I I . i s modi f l e d t 3 r e p l a c e t h e


i n s t r u c t i o n s and format f o r i n v o i c e / f i n a n c i ng r e q u e s t . 2s f a 1 lows (see
kt;zchrnent I i ) :

1:. I n v o i c e / i i n a n c i f l g Request and C o n t r z c t f i nanci a 1 9 e p c r t i n g


I n s t r u c t ~ o n sfcl- N I H Cost Reimbursement C o n t r a c t s , N!\I(RC) - 4 ,
May i937, 3 pages. .
.. -
-.

5 A r t ~ c i eG.4 , C o n t r a c t F m n c i a l Report. i s hereby d e l e t e d i n 1:s


ellti rety -

6 A r ~ : c l e G 5 . I n d i r e c t Costs Qates, is hereby r e n u m e r e a a s AI-t;cle G 4


----- - ---
7 A r ~ ~ c Gl e6 . Govet-nment P r o a e r t y i s nereby renunbered a s A r t ~ c l eG 5 .

8 Article G. 7 Pc'st A ~ a r tEvaluzt1o.c o f ?as; Perfcrnance.


. 1s hereby
renumbered as k r t i c i e G . 6 .

9 ALL OTHER TERMS AND CONDITIONS OF THE CONTRACT REMAIN UNCHANGED.


rNVOICE/FI1<.4b!CRiG REOUEST AND CONTRACT FmANCI.AL REPORTISG
NSTRUCTIOYS FOR NIH COST-REIMRURSEhlENT CONTR4CTS. SIH(RC1-4
General: The contractor sna!: subrn~tc l a ~ m sfor r e ~ m b u r s e n ~ cinnthe
~ mafiner and format descr~bedhere:n and E, lIlgs::a[:c !"

thc sample ~ n v o ~ c e i f i n a n c ~request.


ng

Format: Standard Form 10_'3,"Public Voucher for Purchases and Sery~ces - Other r h a n Personal," and Standard Forni 1035
" p u b l ~ cVoucher for Purcha ~s and Servlces Other Than Personzl-- C o n l ~ n u a t ~ oSheet,'
n or reproduced coples of su:h f o m s
marked ORIGINA__L sho,u~cbe used to s u b m ~ tclarnls for relmbursemenr In lreu of SF-1034 and SF-1035, clalrns may he
subrntttcd on the payee's lr4rcr-heador self-dcs~gncdform prov~dedthat rt contain5 the rnformat~onshown on the sample
~nvolceJfinanclngrequest

in the Invoice Submission Clause in the contract.


Number of Copies: As ~nri~cated

Frcqucncy: Invo~ces/fina~ring requests submined in accordance with the Payment Clause shall be submitted mofithly unless
othewise authorized by the contracting officer.

Cost Incurrence Period: Zosts ~ncurredmust be within the contract p e r f o n a ~ c eperiod or covcred bv preconnact cost
provisions.

Billing of Costs Incurred: I f billcd costs include: (1) costs of a prior billing pcriod, but not previously billed; or (2) costs
i,cu,cd during the contract p c r ~ o dand claimed altcr tlie contract period has expircd, rhc amount and m o ~ ~ t h ( in
s ) whicl~such
costs were rncurrcd shall be c ~ t e d
- - -- -
Contractor's Fiscal Year: Invoicesifinancing requcsts shall be prepared in such a manner that costs claimed can be identiticd
with the contractor's fiscal year.

Current!: All NIH contrdcts are exprc~zedin Unired States dollars When payments are made In a currency other than Unltcd
Stares dollars, b~lilngso~ the contract shall bc expressed, and paymcnt by thc U n ~ t e dStates Government shall be made, In that
other currency at amounts colncldcnr w ~ t hacrual costs Incurred Currency fluctuat~onsmay not be a basis of gain ar loss to the
contractor h'ohr~thstandingthe abo\e, the total ofall Invoices paid under this contract may not evceed the ~ n ~ t e d % i ~ e s d o l l a r ~
author~sed

Costs Requiring Prior Approval: Cos:s requiring the contracting officer's approval, which arc not se! fonh in an Advance
Understanding in rhc contract sha!l bc so identified and reference :he Contracting Officer's Authorization (COA) h'urnber. In
addition, any cost set fonh in an Advance llndcrstanding shall be shown as a separate 11neitem on the request.

InvoicelFinancing Request Identification: Each involccifinancing rcquest shall be identified as eirbcr:

(a) interim InvoiceIContract Financing Request - Thcsc are intcrlm payment rcquests submitted during the contract
performance per~od.

(b) Completion Invoice - The completion - invoice 1s subm!ned promptly upon completron of the ir'ork; but no later than one
-
- year from :he-contract compleilon tla~c,or \vith~n120 days after settlcmenl ofthc final indirrct cost rates covering the year
In which fhrs contract is pliysically complete (lvhichever datc is later). Thc conipletion invoice should be submitted when
all costs hzve bcen ass~gnedto ihc conrract 2nd all pcrkrrmance prov~sionshavc hcen completed.

(c) Final lnvoice - A final tnvoicc m a y be rrqu~rcdaltcr thc amounts owcd have bcen senled bc[ufesn the Govcmment and
the contractor (e g , resolution of all suspensrons and audit cxceptlons).

Preparation and Itemization of thc lnvoicc/Financing Request: The contractor shall furnish the infomation sct i o ~ in
h rlir
explanatory notes below. These notes arc kcycd io rhc er.trles on the sarnplc invnicelfinancing requcst.

I N 1tl(RC)-4
Attachment I1 I
Rcv 5/97
(a)
Designated Billing Offire Name a n d Address - Enter the d c r i e n ~ d & i l l i noffice
~ 2nd a i d r e i s ic:::tilci I? rb: !,\ o;ic
Submission Clause of the contract, on ail copies of the invoice!fin.anc~ngrequest

(b) lnvoicc/F inancing Requcst h'urnber - lnsen the appropriate serial number of the invo~re!iisanci::~reque~t

(c) Dale Invoice/Financing Request Prepared - Insen the date the invo~ce!financ!ng request is prep-red.

(d) Contract Surnber and Date - Insert the contract number and the effective date of the contract

(e) -
Payee's Namc anrkMdress Show the contractor's name (as i t appears in the contract), correct a i b e s s , and the :itle and
phone number o f the responsible official to whom payment is to be sent. %%en an approved assi,.! .-men1 hzs been made
by the contractor, or a different payee has been designated, then insen the name and address of IF.:. payee ins:ea!! of the
contractor.
-

(0 Total Estimated Cost of Contract - !nscrt the total estimated cost o f thc contract, exclu~iveof fixcd-fee. For
in:rementally funded contracts, enter the amount currently obl~gatedand available for payment.

(g) Total Fixed-Fec - Insert the total fised-fec (where applicable). For incrementally funded contr.:cts, enter the amount
currently obligated and available for paymenr.

(h) Billing Period - Inscn the beginning and ending dates (month, day, and year) of the period in which costs were incurrcd
and for which reimbursement is claimed.

(i) -
I n r ~ r r r e dCost C u r r e n t - lnsen the amounr billed for the major cost clmments,adJustmsnts, and adjusted amoun:s for
[he current period.
- .

(1) Incurred Cost -Cumulative - Insert thc cumulative amounts billed for the major cost clemcnts and adjusted amounts
claimed during this contract.

(k) Direct Costs - Insert thc major cost elemcnts. For each elerncnt, conslder!he application ofthe paragraph enrltled "Costs
Requiring Prior Approval" on page I of thrsc Insrructlons. . .- - . .- .-.- -
(I) Direct Lahrtr - lncluile sslarles and \\ages p a ~ d(or a c c r ~ c d )Tor direct performance of lhe contracl For Key
Personnel, !I.. ~ ~ s employce
cn on a scpararz l ~ n e L r s ~olher employees as one amounr uniess othcrw~serequucd by
the contract

(7) Fringe Benefits - List any fringe benefi!~applicable to direct labor and billed as a direct cost. Fringe benefits
included in indirect costs should nor be idenr~fiedhcre.

(3) Accountable Pcrsonal Proper[y - lnciude pcrmanen! re~czrchequipment a n d gencral purpoce cqulpment having
a unit acqursltlon cost o f S 1,000 or more and h a v ~ n gan expected s e n Ice l ~ f eof more than nvo years, and sensitl\c
property rtgardiess of cost (sce the DtlFlS ~ o n l r o c l o r ' s - ~ i r l /or
d e Conlrol of Gwert~rrle,ltProperg) Sho\\l
permanent research rqulpment_Teparafe .'rorn general purpose equipmcnt Preparc and attach Form HHS-565,
- "Report-of Accountsble ~ r o ~ e r t y In
; " accordance w ~ t hthe follo\rr~ng~nsrrucrrons.

List each Itern for which reimbursement is requested. A reference-shall be made to thc following ( a s appl~cablc):
- ~-

- T h t item number for the specific plece of equipment listed in the Property Schedule.

- The Contr~ctrngOfficcr's Aufhor~zatiunlener and numbrr, if the equipmcnt I S 1101 covered by the Propcrry
Schedule.

- Be preccdcd by an aster~sk(') if the cqurprnenr is bc.la\r, the approval Icvcl

N IH(RC)-4 A t t a c h m e n t I1
Rcv. 5/97
M a t e r ~ a l sand Supplies - ltlclude equipment with unlt cotpltsf k s s than 51,000 or an e\pe:ted scn-L:ce o i ~ , ~
years or less, and consumable malerial ar,d supplies regardjess o f amoufit

Premium Pay - List remuneration in excess of the basic hoarly rate.

Consultant Fee- List fecs paid to consultants. Identify consultant by name o r ca!egon as set fonh in the co,,.-1ract's
Advance Understanding or in the COA letter, as well as the eifort ( i t . , number of hours, days, etc.) md rare be:^,^
-
billed.

T r a v l 2 1ncT3e domes12 2nd f6reign travel. Foreign-travel is travel outside o i c a n a d a , t l ~ cUnited States and its
tcmitorics a n d possessions. However, for an organization located outside Canada, the United States and its territories
and possessions, foreign travel means travel outs~dcthat country. Foreign travel must be billed separately from
domestic travel. .-

(8) Subcontract Costs - List subcontractor(s) by name and amount billed. -

(9) O t h e r - List all other direct costs in total unless exceeding $1 :000 in amount. Ifover 51,000, list co;t elements and
dollar amounts separately. If the contract contains restrictions on any c o a clement, that cost element must be i~sied
scparatcly.

(I) Cost of Money (COM) - Cire the COM faclor and basc In effect during the time the cost was incurred and for ivhlch
reimbursement is claimed

( n ~ ) Indirect Costs--0vcrhead - Identify [he cost basc, indirect cost rate, andamounfbilled for each indirect cost category.
. .

(n) Fixcd-Fee E a r n r d - C ~ t the


c fomlula or method of computation for the fixed-fee (if any). The frscd-fee must be claimfd
as provided for hy thc conrract.

(0) Total Amounts Claimed - lnsen the tots1 amounts claimed for thc current and cumulative periods

Adjustments - Include amounts conceded hy !he coniractor, outstanding suspcns~dns,and/or d1sa~~ro\~at?-S'683~ect


to -
(p)
appeal

(q) G r a n d Tofals

T h e contracling officer may requrre thc contractor to submit detailed support lor costs claimed on one o r m o r c interim
invoices/financing reqrrcsts.

I FINANCIAL REPORTING I N S T R U C T I O S S .

These instructions are keyed to the Columns an the sample ~nvoicc!financ~ngrequest


I
.-

Column A--.Erpentiiture c a l e g o r y - Enter file expenditur~ca!egorles required by !he contract. - .-


-
- ..
Column D--Cumulative Percentage o r ~ f l o r U H r s . - ~ e ~ o t i a-t eEnrer
d rhe pcrcentagc of effon or number of hours agreed to
doing contract negotiarrons for each emplo>*ceor labor calegory lisred In Column .4.

1 Column C--Cumulative Percentage o f Efforr/Hrs.-Acfual- Enter :he pcrcen!agc o i e f i o n or number of hours worked by each
employee or labor catcgory listcd In Column A .

C o l ~ ~ r nD--Incurred
n Cotr-Current - Enter the c o s : ~ w
, h ~ c hwcrc incuned during the current period

Column E--1ncurrcd Cost-Cumulati\,e - Enter rhc cumulat~vecost to dare

NII I(RC)-4
Attachment LI
Rcv. 5/97
Column F--Car! at Completion - Enter data only when the coniracior ur!plates
- that 2 pacicuiar expendlr,::: carego? \vi\i
from the amounr negotiated. Realistic estimates are essential.

-
Column G-- Cc::tract Amount Enter the costs agrced to dtiring contract negotrations for all expendrwrt: ca!egories iis:cc 17

Column A.

Column I-I--\'ariance (Over o r Under) - Show [he difference between the es!imated costs at con~pletion(Column F) and
negotiated cost3 (Column G ) when entrics have been made in Colurnrrf. This column need not be filled in when Column F is
blank. When a line item varies by plus or minus 10 percent, i.e , the percentage arrived at by divid::lg Column F by Colurr,n G ,
an explanationnfme variance should be sctbmi[tcd. In the case of an o v e m n (ner negative variance), this submission shall not
be deemed as n ~ f i c eunder the Limitation of Cost (Funds) Clause of rhe contract.

Modifications: Any modification in the amount negotiated for an Item sincc the preced~ngrcport should be listed in the
appropriate COG category.
-

~ r ~ r n d i t u r Vot
c s Negotiated: .4nexpendimre for an item for which no amount was negotiated (e.g.,-ar the d~scretiono f t h e
contractor in p:-5orrnance of its contract) should be listed in the appropriate cost caregory and all columns filled in, except for
G . Column H :.!ill of course show a 100 percent variance and will be explained along with thosc rdentified under H above

N l tl(RC)-4
A t t a c h m e n t I1
Rev. 5/97
.. SAMPLE L N V O I C U F N A N C N GREQUEST AVD C O h ' T U C T FlNANCIAL REPOF:

(a) Billing O f i c c Kamt a d Address (5) 1nvo1ccrf;nancingRcqutsl


No
KATIONAL MSTITUTES OF HEALTH
National Canccr Insr~turc,RCB (c) Datc Invoice Prcpa'cd -
CPS. Room - '

6 ! 20 EXECUTIVE BLVD hlSC ( 6 ) Conlracl NO-


Bclhcsda. hlD 20R92-
..>.--- --- . -- Effcstive Dale
(c) Payee's Namc and Address
ABC CORPORATION
I OD Main Succr
Anywhcrc. USA z ~ pcode (0 T n ~ a lEstima~cdCnst
-
I\ Namc. Tlrlc, gi Phonc Nurnhcr ofofficial lo \!'horn I (g) Tola1 Flxcd Fcc

Anach d c t a ~ l sac 5pcclficd in rhc cnn:racl

h'IH(RC)-4
A t t a c h m e n t TI
Rev. 5/97
SrN 1 5 4 0 - 0 1 - 1 5 2 - 8 0 7 0

ZrThTMEhT OF SCLICITATIOK/M~D!F:CF,TIG~. OF C O h ' i R R z


O m N3. 0 9 9 0 - 0 1 i z _ i
-.
r-k\7z

1. C C S T . U C I 2 C32E
2

!
: : ~3 :;.

FAZE C:
2 ,

?r;Ez
1 , 1: 3
I 1

I F I ~ ~ ~ C) ?3 ~. EFFPCTZL'E DATE
2 , A ~ E ~ Q M E ~ ' ~ / M ~ ~N O j 4 . sf.2;.
RE~~~S~TIOX/FL'~C'& SE 52. / 5. ?ROJSCT !<2 i:f s?;::r~=-e
3 1 S e e 16C 1 1982/2015 I

1 I

t 1SS-D 3Y C03E 1 2668-82723 1 7 h3t+!h'l-C?ERED BY i:f ocher tza- :ter 61 CC~E,

A c ~ i r i t i o n aNae*gaQimt L O p e r a t J o n 3 Bra I
I a f c c t i o u ~D l a a s ~ e a d I H --
R a t i o n a l I n n t i c u t e of A l l e r g y a d

6 7 0 0 - 8 R o c k l e d g e D r i v e , Roam. 1 1 2 9
. --
!
I
i
B c t h o s d a , Y a r y l e n d 20892-7605 I
,
e , h ' w E A ~ T A ~ D R E S SOF C O h m C T O R I N S . , s t r e e t , S t a r e an?. ZLP Code) 1 (J) 1 3.k FTskT'.IEh7 O F S:;:~:;ATIOK h':
- t--;
i I
H a t thew, Medi J Group I 1 9 8 . DATE3 {SEE ITEY 11) -
6101 Xxccut.ivs B l v d * I I
I
S u i t e 300 I
R o c k v i l l a , ND 30851 1 I 1 C A . M S 3 i f i U T I O N O F COSTKkCTIC'li7ER h'3
1 J i NO1 - A 0 - 8 1 7 2 3
! i
I 1 13B. DATE3 ( S E E I T E M 1 3 1
i i Hay e, 1956
COPE I
,
FAC1L:TY C3DE 1 I
il. T%IS ITEM ONLY APPLZES TO AIWEND>IEh'TS CF S O L I C I T A T I C N S

The a b o v e n u r b e r e d so1:c;ta:ion
1s e r c e n d c d , a 1s a m e n d e d . a s s e t f c r r h I n I t e m 1 4 .
is n@E e x & e n d e d .
The h o u r - a n d d a t e s p e c i f l e d f o r r e c e i p c o f Cfiers

O f f e r s - m u s t a c ~ n o w l e d g e re_cel t of this amendment p r i o r r o c h e , h o u r a n d d a t e z p e c i f i e d I n t h e s o l l c l t a c i o n o r a s amende:l. b y o n c - -


o f t h e f o l T o w l n g mechods : cay B complec;ng I t e m s 8 an.? 15 a n n r e - u r n r n g - c o p l e s o f t h e amendment; l b ) By a c k n o v l ~ d ~ ~ n g
r r c r l p t o f th:s amendment on e x ; c o p of in. o f f e r s&m:rced;
c o the o i c l t a t , o n a n d amenzment n u f d e r s . FAIS~Z
or i c i
'0 YOUR ACKNOWLEDG N?
$
s e e a r a t e l e t t e r o r t e l e g r a m r h l c h ;racludes a r r I c r e n c e
0 BE RECEIVED AT TEE PLACE DESIGNATED FCR T X F
~ Z C t l l p TOF OFFERS PFIOR TC THE H3Lm I\hT DATE S P E C I P I E D )LAY RESLZT I N REJECTION OF YOU3 OFFER. I f by v l r t u e o f t h i s amendment yo\!
d c s l r e t o c h a n s e a n o f f e r a l r e a d y submitted. s u c h c h a n a e 7,ay b e made b c e l e g r a m o r l e t t e r . p r o v l d e a e a c ? Z e l e g r a m c r l e t ~ e r
tr,aites r e f e r e n c e L O t h e s o l l c l t a t ~ o na n d t h i s arnencjrnenz: a n d l e r e c l e v e s p r J o r Lo t h e o p e s i n g L o u r a n d d a t e s p e c l f ~ e j
-- --
- - ..- ...- """'-.-'",,
ff8C':k' 2 . x ~ 8 2 7 2 3 ~OC
; --N -
25.2E;- s e e i t e m 1 4 for C A--- S - -and A n t
--
13 T H I S ITEM APPLIES ChnU.",V TO Y 0 ' 3 I T I C A T I O N S OF C O h T R k C T S / O W E R S .
i T M0DiF:ES THE L^!XRA,T/ORDER NO AS DESCRIBED Ih' ITSM 1 4
(J; \ A mls CPSJ'IGE :S ISSEjiZ: ?L?iisCp.h? a; ( 5 p e c l i y ;utfr=rlry) ?)'ICHMU'GES SE? FORTH :h' ITEM 1 4 W WOE I N THE C O N i P h m OFCES
1 h'O lNITCY;3A

2 TiiE APOVE hWsERED COt.TF+CT/OUER I S 332:F:ED 7 3 REFLECT R E PDMIh'IST?iATIVE Ch'WGES [ s u c h a s c h a n g e s I n pay;ng cfflce,
a p p r o p r l a t l o n d a c e , eLc , S 2 T FO.;ill I N i?E?t : 4 , PLRSilAhT TO 13;E A'UTHOR!Tf OF FAR 4 3 . 1 0 3 lb) .

-
4
1I
C: THIC SUTPLBYENTkL AbREL?-!Xh'? 15 E h T F B E 3 Ih'T3 FLXSUANT AUIHORITY OF:
Bilateral A g r e e m e n t ; PAR 4 3 . 1 0 3 - ( a ) 1 3 )
D. %HER IS * c l f y Lype of n ~ s d ; f : c a c r c n a n d 3c:hor:cy)
v' I l r f l c l c g r 3 . * ~ c s r s .P a r a ~ r a p h f.

t IMPORTUT. C o n ~ r a cot r / 1s g o t . le rewired LO s:gn t h > s document a n d r e t u r n 2 c o ~ l e st o t h e I s s u i n g sfllce.

it, DESCRIPTICIW OF A M E % ~ M ~ ' T / M O D I F I W , T ? OI~C' r o n z d . by U C f 5 e c . h a g s .


:ncluclng s o l i c l t a t l o r . / c o n c r . s u b j . m a t t e r feaslhlr.)
P u r p o s e : To a d d ~ n c r c m c n t a l f u n d l o g , p r o v i d e a s u p p l e m e n t . c h a n g e Key P e r s o p a e l sod o r h e r a u L h o r i r a t i o n a a d p r o v i r r l o n r r .
F u n d i n g : Req. Y1982, CAN HOE425983 Amt. S i D 8 . 7 4 3 , Rrq. W2015, UNYO8325885, h t . $ 1 , 0 3 3 , 9 7 1 .
. .
-
T o t a l F k r ~ d sA l l o t t e d -
Total C o n t r a c t Pundn - -*

Bst. Cost Pi--2 P e e Total S s t . Cost. Fixed fee T o t a l -


- --
P r m v i o u s l y Pundcd 5
h i s Mod 1 3
:
bf.--i==z _-----
-
b"l,342,714
.
53,094.B68

= = a=
===== _ - -I
--=_--
==
bY $6,365,674
665,228 b f- -
- -
--= = - - -- ----- ---- - -

Amount P u n d s d 5 4 . r - . . d Y 1 r a a o g e ~ l ; C o n t r a c t Amount 5 7 . 0 3 u . 9 ~ ~ (Changedl


C o n t r a c t P e r i o d : H a y 11. 1 9 9 8 thru M a y 1 0 , 2003 ( u n c h a n g e d ) ; . P u n d s d t b r o u g h nay lo, 2001 f c b ~ g s d )
~ r c e p ta s F r o v l d e d h e r e l a , a l l t e r r r s a n d c o n & ~ c : o n z of :he d3cumen? r e f e r e n c e d :n l t e n 9A o r I D A , a s h c r e t o f o r e changed, remalns
:Inchanged a n d i n f u l l f o r c e a n d e f f ~ c r

? 5 A . NN.IE hhT YITLF OF C3V7XACTINC O F F ? C E R ITypc or p r i n t I


X a r l n B . Eddy
Cootracting Officer, M O B , NIAJD
1
I 16C. DATE STGNED

BY
o r
I
~ /
Contract NO1 -AO-82723,Mod1 f i cat1 on 3 -- - -- Page 2 o f 3

BEGINNING WITH THE EFFECTIVE DATE OF THIS MODIFICATION, THE CONTRACT IS


HEREBY MOD1 F I ED-AS FOLLOWS.

1 . Article 8.2. Estimated Cost and Fixed Fee. taragraphs a through e are
revIsed=& read as fo-11ow.s:

a The estimated cost of t h i s contract i s increased by by from


bY by -
-
b . The f i x d 0.
f for t h i s contract i s increased by bf ; from: .

t o by The fixed fee shall be paid i n installments based c~nthe


petcrnrage ot completion of work, as determ~nedby the Contracting
Officer. and subject ot the withholding provisions of the clauses
ALLOWABLE COST AND PAYMENT and FIXED FEE referenced i n the general
clause l i s t i n g i n Part 11. Article I .1. of t h i s contract. Payment o f
fixed fee shall not be made i n less t h a n monthly increments.
..
--
- -
- c . The Government's obligation. represented by the sum o f the estimated
-..
cost p l u ~ t h ef i x e d fee. is increased by $665,228 from $6.365.674 t o .

$7.030.902.

d Total funds currently a v a ~ l a b l efor payment and allotted t o t h i s


contract am ' "zreased by $1,342,714. from $3,094,868 t n $4 A q 7 ,-=&-' -

which ! 3 represents the estimated costs. and b y


represenrs the fixed fee For further provisions on r u n d i n g , see the
LIMITATION OF FUNDS clause referenced i n Part 11 - A r t ~ c l e1 . 2 . -
Author1 zea Substitutions of Clauses .

e . I t is expected that the amount currently allotted will cover


performance of work under the contract through May 10. 2001.

2 . Article 8 . 3 . Provisions Applicable t o Direct Costs, paragraph c . ( 2 ) i s


revised t o add authoriz&ion
- for a consultant, as follows:
-. .. .. ...
.
-
Consultant Hours Rate . .. _-Total Estimate
__--
Brenda Freiberg bJ br br
Any Additions requi re prior approval o f t h e Contracting Officer
- .

Contract N01-AO-82723, Madi f i c a t i o n 3 ?age 3 o f 3

3 . A r t ~ c l e0 . 4r.-Advance Understandinqs, paragrdph


-
- c. is hereby Zdced a
f 01 1ows :
--& a-

c . B e g i n n ~ n gas of ~ a n u a b1. 2000, t h e annual e s c a l a t ~ o nof h o u r l y r a t e s


f o r a l l i n d i v i d u a l s employed as d i r e c t l a b o r . ~ n c l u d i n gc o s t o f 11v;ng
. allowances and mer: t increases. s h a l l n o t exceed a t h r e e percent (3%')
average p e r y e a r , unless otherwise authorized by t n e Contrzctifig C f f i c e r .
. .. .

4 . A r t i c l e G.2. Key Personnel, i s revised t o read as f o l l o w s

Pursuant t o t h e Key Personnel clause incorpcl-ated i n t h i s c o n t r a c t , t h e


f o l l o w ~ n g i n d i v i d u a l ( s ) i s l a r e considered t o be e s s e n t i a l t o t h e work
bei ng performed hereunder :
NAME TITLE
--
Claudia Menashe Projzct Director, Matthcws Mcdia Croup, Inc.
Paul. Nedzbala Subcontract Manager, United Information Systems, Inc.
Mary Nalaschi Senior Technical Information Specialist, Matthews Media
Group, Inc.
NSN 7540-01-152-8010 0% No 0993-0113 _ SThV?MiD F 3 W Uc? :REV ::-$21

1 ,
7 S O L ~ C I T A T I O ~ ' / U O D I F I CION
m h ~ a h OF A ~ OP C O h m C T / 1. CO>TUC;" I3 C03.E i FAZE CF ?h;FS
I
I
1
I
i\

2 . ~ N D H ~ N T / M O D I F I C A T I NO.
O~ / 3 . EFFECTIVE DATE j 4 . RE3UISITiOh'/PURCY!E REQ. KO. 1 5 . PROJET FC. Ilf a p i l : c n : l e '
2 1 S e e 16C 1 1940/1962 1

I
I
, ,
6. Y SSLTE3 BY , CODE 1 2668-82723 1 7 . AIIMIKISTERED E Y (I: o r h e r tha,? Icem 6 ) CC-E!
I i --
A c q u i s i Lion. Mmagsrasnc & O p e r a t i m s Bra I
R a t i o n a l I n s t i t u t e of U l O r g y UYd 1
X n f o c t i a u s D i i e l s ~ ~ . ~ == *
6700-8 Rockledge D r l n z , R o w . 1129
~ c t b e s d a ,N a r y l m d 20892-7605
-- = 1
1
I
'rhl YIL
I
I 1

8. NlWE AND &7DRESS OF COhTRACTOR [ N o . , s t r e e t , S t a t e and Z I P Code! I (4)I 9A. Mh7J.XEh-T OF SOS:CITATlOh' h'2.
- H
I
Matthew# N e d i a Group I I 9 B . DATED (SEE iTEH 1 1 )
dl01 k c u t i v e Blvd 1 I
S u i t e 300 I I

~ o c k v i ~Wl ~ ,20852 I 1 10A. HOD1F:CRTION OF COh'RACT/OEXR NO.


I d l 101-AO-82723
1
I IlOB.DhTED(SEE?'TEM131
1 I I Hay 8 , 1 9 9 8
CODE 1 FACILITY CODE I 1
I I

1 1 . TKIS ITEM Oh5Y APPLIES 7 C AWN3t%NTS OF SOLICITATI.0NS

(The a b o v e n u m b e r e d s o l i c l t a t r o n l a a m e n d e d - a s s e t f o r t h :n item 1 4 . T h i h o u r z a n d d a r e specified f o r r e c e i p t o f O f f e r s

-
/
u 11s e w c e n d c d u
, i s noc e x c e n d c d .
0 f f e r s . m u s t a c k n o v l e d q e r e s e i . t of t h i s a m e n d r e n t p r i o r r o t h e h o u r a n d d a t e s p e c i f l e d I n t h e s o l i c i t a ~ i o no r a s a n e n d c d , by o n e
o f Lhe f o l l o v r n g m e t h o d s : cay 6 c o m p l e c l n Items 8 a n d 1 5 a n d r e r u r n l n g c o p r e s o f t h e a m e n d m e n t , ID] B y a c k n o w l e d i n q
r e c e i p t of t h l s amendrnenc o n e a c x c o p o f t x c o f f e r submitted- o r I c l B s e s r a t e l e t t e r o r t e l e g r a m v A i c h i n c l u d e . a r e ? c ~ a r e
t o t h e s o l i c i c a r i o n and amendment n u d e r s . FnIL'J;IE OP YOUR A ~ ~ ? U O W L E X5~0~ B?E RECEIVED AT T i PLkCE,DESIGNATED,FOR THE
RECFIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESLTLT I N EJECTION OF YOLIR OFFER. I f b v l r n u e o f t h l s amendment YOU
d e s l r e t o c h a n g e a n o f f e r a l r e a d y s u b m l r t e d , s u c h c h a n g e may b e made b c e l e g r a m o r l e t t e r . n r o v l d e x e a c h t e l e g r a m o r l e t t e r
makes r e f e r e n c e t o t h e s o l 1 c l t a : l o n a n d t h i s s m e n d m e r . ~ , a n d 1s recleves p r l o r t o t h e o p e n ~ n g ' h o u r a n d d a t e s p e c i f i e d .
-.

jN m"#
'fSrjfBb2723~; OC 25.233;- see i t e m --
1 4 f o r C A----N i--g f o .
1 3 . THIS ITEM APPL:ES ONLY TO MODIFIULTIONS OF COhTRACTS/OmERS,
I T HODIFJES THE COhmCT/ORDER NO. AS DESCRIBED I N ITEM 1 4 .
( JI A . THIS CHANGE :S ISSLT3 PLTSUAhT TO: ( S p e c l f y a i l t h o r l t y ) TXE C W G E S SET FORTH JP: ITEH 1 4 ARE MADE IN THE C O h m C ' T ORDER
NO. IN ITRM 1 0 A .
- . --
C O h m C T / O m E R I S M03IFTE3 TO REFLECT THE A9HINISTRATIVE CHANGES ( s u c h a s c h a n g e s I n p a y l n g office.
e t c 1 SET FOP.TH Ih' ITEM 1 4 . PLRSUAlrT TO TEE ALRXORITY OF F M 4 3 . ? 0 3 ( b ) .
I
I C. THIS SUPPLENEhTAL AGREEKNT I S EhTERED I h T O PLqS3AhT A ~ O R I T YOF:

D . OTHER IS e c l f e o f m o d i f z c a t l o n and a ~ t h o r i t y l
J Irrlclm E.2. go:g. Prragrapb f.

E. IMPORT AN^: Concracror [1s n o t , i s r e q u r r e d t o s i g n t h l s d o c u m e n t and r c t u r n - caples co t h e I s s u i n g o f f l c e .

1 4 . DESCRIPTION OF AMfN!?MEhT/M3DIFICh1ION [ O r g n z d . by UCF s e c . h d g s . , i n c l u d i n g s o l i c l t a t i o n / c o n t r . sub]. m a t t e r w h e r e f e a c i b l e . 1


Furpaso: To add an l n c z e m a n t o f furrds. -
Pundiog: R c q . 1 1 9 4 0 , LW 1 9 8 3 2 5 8 0 1 b e . j u . 6 9 7 ; Reg. Y1962, ChNY98335374, Amt. $ 2 9 0 , 0 0 0 .
. . . . .. . ...T o t a l Funds A l l o t t e d -
T o t a l C o n t r a c t Funds
-- ..
B s c . Cost F ~ x e dFee Total H o t . Cost Pixcd f e e Total .. . -

... b Y
P r s v i o u a l y Puedad 5 $2,486,171 $6,365,674
- --
T h i s Mod t 2
=--.==-----
b.1 bY,-. 60Rr697
I..-S==.-.C ------==I
-----I-
b 0
-I===..====

Amount hrnded $ 3 , 0 9 ¶ . a b E ( m a n g o d ) ; ~ o n c r a c tA m o u n t $ 6 , 3 6 5 , 6 7 4 f u n c b u r g c d l
C o n t r a c t Period. Yay 1 1 , 1 9 9 8 t h r u Kay 1 0 , 2003 ( u n c b m g e d ) ; Funded t h r o u g h November 10, 2 0 0 0 ( ~ h s o g s d )
E x c e p t a s p r o v l d e d h e r c l n , a l l t e r m s a n d c o n a l t i o n s o f t h e documen- r e f e r e n c e d I n -:em 9 h o r IDA, a s h e r c t s f c r e c h a n g e d . r e m a l n s
u n c h a n g e d a n d i n f u l l f o r c e and cffecf.
-- - --

15A NAME AN3 TITLE OF S:GhTR f7ype o r p r l n r . l / 16.4. NAME ANT TITLE OF COhTRACTTNG OPFJCER ( m e or p r l n t . )
( Karin X. Eddy
/ Contracting O f f j c e r , M O B , NIAID
I 1
1 5 B . COhTWICTOR/OFFEROR 1 i 5 C . 3hTE S:GhTD 1 1 6 8 . T I T E D STATES OF AFIERICA 1 16C. DATE SIGNED

I S l g n a c u r e of p e r s o n authZr:zC$ c o slgnl
I
I
II
I
EY I<!w.+&- E
(Signature o i C o n t r a c iI 01/30/?7
Contract N31 -A0-82723, Modi f icati on 2
BEGINNING UITH THE EFFECTIVE DATE OF THIS MOD!F!CATION, W i CONTRACT !S
HEREBY MODi F l ED AS f OLI@WS:

1. Artjc]e_B. 2 , Estimated
-- Cost
-- and Fixed Fee. paragraphs b . 1s revised t o
read as follows:

d . Total funds currently available for payment and a l l o t ~ e . .


+ to this
contract are increased by 5608.697 from 12,486,171 t o 53.094R6R of
which $ b.f represents the estimated costs, and
represenL.5 irle I I xed f e e . For further provi s i on8 on I LIIIU I rig, see the
LIMITATION OF FUNDS clause referenced i n Part I1 - Arii cl e 1 . 2 . -
Authorized Substitutions of C1 ?uses.

e . i t i s expected t h a t t h e amognt currently allotted will cover


performance of work under the contract through November 1 0 . 2001.
W;N 7540-01-152-8370 Om -
o$$$:plly 5TA-\'2kP3 f3W, 2 G (KEY ::-i3'
I
&ENDtJ.EbT OF S O L i C I T F ~ T I O N / M O C I F I C A i I O N OF COh'TKhC? 1 1 . CONTUCT 13 SO2E / PACP C F ?J,C.LS
I I I / 2

2. . E , M ~ ' N D M E N T ~ M ~ ~ : F I U T I ONO.
S / 2 . EFFECTiVE 3ATE I 5 . REQ!J?~IT~~N/P'~X
KEQ.
C ~ ~NO.1
E 5 PROJECT SC il: e;yl:ce>:c:
I I S e e 16C ( S e e Page 2 1
I!
.-
6. ISSLED BY CODE 1 2668-62723 / 7 . . D ~ I N I S ? E R E @3Y (1: c r h e r t h e z ; t e n 61 C03~1

*v?&=
I I
I
A c q u 1 s l t l O n Management Operations B r a n c h I
Nataonal i n s t i t u t e 02
All:= and
i1
=
J n f e c t l o u s Diseases, NIH
6 7 0 0 - 8 R o c k l e d g e D r r v e , Roam. 1 1 2 9
B c t h e s d a , Jdaryland 20892-7605 1
1

3 NINE PATI ADDRESS OF CONTMCTCR (No , s c r e e t , S c a c e g n d ZIP Cooel I ( J ) / ?A AKENDMEh7 OF SCLICITATIOP! N Z


H
Watthews Media C r o u p
6101 s x e c u t i v e Blvd
S u i t s 300
f o c k v i l l e , MD 1 0 6 5 2

I t
I I 100. DATED (SEE ITEM 1 3 )
I 1 \ May 8, 1998
CODE } FACILITY CODE 1 I
I I

11 Tll1S iTEM ONLY APPLIES TO AMTENDMEhiS OF SOLICITATIDNS


..
.- -- .
-
The a b o v e n u m b e r e d s o l l c i z a t i o n 1s amended a s a e r f o r t h mn ltem 1 4 . The h o u r a n d l a t e s p e c i f l e d f o r r e c e l p t of 0 f : c r r
- - 16 extended, 0 IS no; extended .
- .

- C f f f r s m u s c a c k n o w l e d q e r e f e l p t o f c h i s amendmen: p r l o r t o t h e h ~ u ra n d d s t e s p e c ~ f l e dI n t h e s o l i c s c ~ t i o nnr as amend:$, by on-


o f t h c f o ? l o w ; n g merhocis: In1 T! conp1e:lno Item; 0 a n d 1 5 a n d r z c a r n - . c o p l e s of t h e amendment; ( b ) B y a c k n o v ! c d n ~ n ?
r e c e i p t c f t h i s a m e n d m ~ x c o n e a c x c o p 1 ~ f t h or f f e r s u b n l t t e d o r eL.l c. gl l ; LeCcer o r t e l e g r a m h m c h i n c l u d e s 3 ~ r i r r e n r e
t c thr s o l i c l c a c l o n a n d amendnent nu7 e l s FAiLURE OF YOLR AkK'.'Ok.iEDCkl&? O! BE RECEIVEF A? ?'HE P U C E DESIGNATED FOR THE
Ct'CEIPT OF OFFERS PRIOR TI) ?iiE H O ' L LXD DATE SPECIFIET) MAY RESULT I N REdCCTION OF YOU3 OFFEH I f by v l r c u o o f t h l s amcndnten: y c ~
d z s ; r e t o c h a n o e a n o f f e r a - r e a d v s u b n l t t e d , s u c h c h a n g e may b e made by t e l e g r a m o r i r c c c : . ?rovideo each t e l e g r a m o r l e t c c r
m k e 5 r e f e r e n c e t o t h e s o l i c l z a c i o n a n d chis a m e n d n e n c , a n d 1s r e c l e v e o prlns c o c h e o p e n l n g h o u r a n d d a t e s p e c l f i e a .
'gf.FoB--
-- - -

JY TJ"6k"k 'f$i28h2723~; OC 25.2E; - s e e Page 2 f o r C A N ~ ~ A M T S .


I
1 3 . THIS TTEK APPLIES OhZY TO MODIF1CAT:OflS O? CONTRACTS/ORDERS,
I T Y3DiFISS TIIE C O f ~ C T / O A ~ NNS.
R AS DESCRISED I N ITEM 1 4 .
ir/i A . TNO.H I S I NCHRVSE
ITEM
IS I
10A.
S S P~ L ~~ S ' J TO
~ ( S p e c i f y a u r h c r ~ c y l ~ t i 2CHANGES SET FORTH I N ITEM 1 s M E W E I N THE CONTUCT OXDER
II

1
I
0 . T k ' i ASOVE N2PBERED CONTWCT/ORBEP I S MCDIFIE3 TO REFLECT THE ADPtih'iSTfGTIVE CKPliGES { s u c h a s c h a n g e s
appropriiLionCarc, c t r ) S E T P 3 R T E iN I T E Y I 4 . P ~ ~ S U U 1 T T O T ~ E A L 7 i i O R ? ?OYF F l i i I l Q l l b l
I n p a y - n g cfflr-.

I C . THIS SUPPLE!CNTAS AGREEMENT I S EhTEiiED INTO P'JRSUM1T XLTHORITY O f .

J / D . OTHER IS e c l f y t
Arciclei.2., C0%,
e of n o d l f l c ; ~ i c r n and a u t h o r ~ c y l
Para. f. L P A R 3 1 . 2 O P

5 IMPORT~XT Contractor 11 i s e q u i r e d t o sign t h i s docurr6e7t a 1 5 r e t u r n 3c e s t h e lssulng o f f ~ c e .


o ~ ~ to
--
19 DESCRIPTION OF P,EhTMEX"!'/M031FICAT3CN [Or_onzd o y UCF s e ; hd3c ~ n c l u d ~ nsgc l ~ c , L a ~ ~ o n / c o ~ s.ib]
~ t r r n o t t z r ~ h e r =f e a s ~ b l e l
P u r p o s e To a n c r c m e n t t h e f u n d s a l l o t t e d Co t h e c o n t r a c t , ~ n c o r p o r a t e a u t h o r l z a t a o n f o r p r c v l o u s i y approved c o n s u l t a t s .
- and r n c J u d c e d d i t ~ o n t lp r o v ~ s = o n st o d r t z c l ^ e B 4 , Advap_ce L l n d e r s t ~ ~ d i o g s
- .
T o t a l Fund9 A l l o t t e d T o t a l C o n t r a c t Funds --
C o s t P l x e d fc- T o t a l
P r e v a o u s l y Punded
This Hod 1 1
Est Cost Fixed Pee

./lJ
Total
1,219,187
1,236,964
$
Bst
j, Y1 bY
56,365,674
0

A m o u t Funded $2,.,,,4.. lu.-ys .,


L o n t r a c t Amount $6.2.-,-,-. l u n c h a n y e a l
Concracr P e r i o d : N a y 11, 1 9 9 8 t b r u Way 1 0 , 23G3 f u n c h a n g c d l ; P u d e d t h r o u g h M a y 1 0 , 2 0 0 0 f C 5 a n g e d J
E x r e p t a s p r o v l o e d h e r e i n , a l l c s r m s a n d c 3 n d l t : o n s of t h e documtn: r e f e r c ~ c e d :n l r e n 9A o r I O P , a s h e r e t o f o r e c h a n g e d . rcrnalns
dnchsnged a n d i n f u l l f o r c e a c d e i f e c c .
-- -- -
1-
15k NhYE AND TITLE OF SIGhTR I-e ar F r l n t 1 / 16.4 NN42 A N 3 TITLE OF C3hTRACTINt OFFICER ITyp o r p r l n c I
I Karxn B . Eddy
1 C o n c r a c t z n y O f f i c e r , AMOB, X I A I D
I
I ! I
2 SF CONTRACTOR/OFFEROR I 15C DATE SIGNED / 168 LWTTEC STATES OF AI'ZRICA I 16C DATE SIGNED
I
I
I C l y n 3 t d r e o f p c r s o r . a u t h o r ~ z e dt o s l g n l I 1 i S l g n a t u r e of C o n r r a c t
Contract N01-AO-82723, Modification 1 -- -
.
-+=
Page 2 o f 3

Cont. Item # 1 2 (from page 1 ) :

Reqiii sition # 031930, CAN # 98425983, Amount S66.984

Requi s i t i on-# 08-33] . C M # -98425984. Amount $670.000

BEGINNING WITH THE EFFECTIVE DATE-OF THIS MODIFICATION, THE CONTRACT IS


HEREBY MOD1 F I E D AS FOLLOWS :

1. Article 8.2. Estimated Cost and Fixed Fee, paragraphs d . and e . are
revised to read as follows:

d. Total funds c~rrrentiyavailable for payment and allotted t o


t r , i s contract are ~ n c r ~ a q ph\l
d C 1 236.984, from $1,249.187 t o
$2.486.171. of wh~cht by ?resents-- the sstimated costs. and
bJ preseqts the TlXed fee. For further provlslons on
f ~ 1 1 u l l - 1.,de
~ . the LIMITATION OF FUNDS clause referenced i n Part 11 -
Artlcle 1 2 - Author~zedSubsti t u t ~ o n sof Clauses

e. I t 1s estimated t h a t the amount currently allotted w i 11 cover


--
-- -- -;
performance o f work under the contract through May 10. 2000.

2 . Article 0 . 3 . Provisi ons Applicable t o Ci,r.;::.I,-5-sts , paragraphs c . ( 2 ) i s


revised t o read as follows:

7) Annrnirnd consu1:ants inrl11" cohen ( b y - c ) El-7-e ~ r k l n ~


by ) , t l ~ r r vR r l l n c by . L I nda Buschi e h Y 1 . and
my I i i s rayne b
of the Contrac~ing
7~ T T cer
I .
Addl t ions requl re prlor written approval

3 . Article 8.4.Provisions Aupl icc'bie t o Cirect C o s t s , pal-agraphs d . , e . and


- . f , are added as follows:

d . Computer Cost Allocaticn

Thi s contract I ncl udes authcri z a t i on for re~mbursementof Contractor


and principal Subcontractor's ( U i S ) computer costs, based 011 a d i r e c t
allocation o-f total computer costs distributed uniformly on a d i r e c t
labor hour basis t o a l l ccsi centers a n d a c t ~ v i t i e s . Proposed
- .
- .--

C c n t r a c t N01-AO-82723, M o d i f i c a t i o n 1 Page 3 c f 3

re: mbursemert r a t e s a r e ap ?roved f o r b i l1 1,nq pu!-poses o!il y F i na:


setti~ement o f t o t a l conpurer costs a l l o c a t e t t o t h i , s c o n t r a c t s h a l l be
determined based on a c t u a l - r a t e s a p p r c v M by t h e Contract: ng O f f i c e r .
- --<= -.-c -._I .. . .. -- -. - --
e . Warehouse Space

This c o n t r a c t includes a u t n o r i z a t l o n f o r a d l r e c t charge, on a per


square f a o r b a s i s , o f costs-associated w i t h mainia:~llng 1,520 sauare
f e e t o f warehouse space dedicated t o t h e storage o f N I A I D p u b l i c a t i o n s
The Contract1 ng O f f i c e r mLst zpprove changes t o t h e approved rarenouse
f a c i 1 it y

f. In-house Copi e r A1 1oca'ti on

Thi s c o n t r a c t i n c l u d e s a u t h o r i z a t i o n f o r a d i r e c t a1 1 o c a t i on o f
C o n t r a c t o r ' s in-house photo copying c o s t s , a t a r a t e o f 6 cents per
copy. The C o n t r a c t i n g O f f i c e r must approve propose changes t o t h e p e r
. . copy r a t e .

4 . A r t i c l e G 1 Pro,lect Officer i s hereby mod1 f y t o change t h e P r o j e c t


O f f 1 c e r r e s p o n s i b l e fol- t h i s c o n t r a c t , as f o l lows --ti ---

P r o j e c t O f f i c e r - L e s l i e F i n ~ ,O i r e c t o r . O f f i c e o f Com~nunic a t i o n s . NIAID
A l t e r n a t e P r o j e c t O f f i c e r , John Bowersox. O f f i c e o f Communications . NIAID

5. ALL OTHER TERMS AND CONDITIONS OF THE CONTRACT REMAIN UNCHANGED.


-
STWARD FORN 26 (m.1-85) NSN ~ S ~ O - ~ ~ - ~ S om
~ -N OE. Oob90-'0iis
~ ~ RFP 97-53

- AUARD/COmCT
1
1
1
1. M I S Mh7%hm 1s h RAfFD ORDm
r
1
1
RATING .
1
I PACE 3T ?ACES

-
UNDER DPAS (15 CiR 3501 I i \ 13
I 1 I I
I I

/ 1

-
1. CONTRACT IProc. i n s c . ident.1 NO. 3. FfEZCTIVE DATE! 4. REQDiSiT~ON/PURCKASE R E Q L L S T / P ? W C Y h'3
NO1 -AO-82723 1 Hay 11. 1998 I
I I

5. 1SSW.D BY
Narional Snstituccs of Wealth
CODS
I

1 2668-82723 i D (If othcr t h ~ nitem 5 )


6. A ~ I N I S ~ T S EBY CODE (

Acquisitions -tlp€7+erilu~ns-- Branch- .. .


. I
solar Building, Room l C 3 e 1
6003 Executive Boulward HSC 7605 1
Bcthc*da. Maryland 20692-7655 I
I

7 . NAHE-AND ADDRESS OF COXTRACTOR INo.. street. city,-country. State and ZIP Codcl 1 6 . DELIVERY
1- n
-. .
k t t h ~ w sMedia Group )I I FOBORJGIN 1 4 I @=R [See bein*..)
6101 Brecutive Fllvd I" u
S u i t e 300 I
Rockville. M) 20852 1 9. ISCO COUNT FOX PROMPT P A ~ E ~
I
t 1

I 10. SUBUIT INVOICF.5 I


I ( 4 copies unless other- b 1
I I rise spccifxed) TO TIE b ( G.?
=ODE 1 FrcTLIn CODE I ADDRESS SH&N IN I
I
, , 1
I
; I . SHIP ?/HARK FOR 1 12. P A Y M h T WILL BE W E -EY CODE 1
I .. - ..
I

See A r t ~ c l eF . 3 . ( 5 r c krti;le G.f.

-
II

. 13. ALKUORITY FOR USIhG 0- TUAN N d L Ah3 OPm COflPETiTI3h' 1 14. ACCOUVTING AND APFCOFRIATlOfi CATA

-
I UIh':68425383 5647.000 CFN:R8425995 5607,187 0C.25.2E
Doc4 :SlAOE2723A
I
u
1 10 U . S . C . 2304 ( c )( ) I
n
1 41 U . S . C 253 Ic) ( 1 1I
I
"" bS
I
7 I r I
;jA. T T Z N NO. I !SE. SLiF'FLIES/SERVICES I 1SC Q ~ A T I T Y 1 1 5 @ UNIT1 15E. UNIT P R I C I~ 1SF. AWLAT
I I I I - - -.
.. -..
I

Technical Suppart Servlces I N 98 1.2C3.1a7


Title: O u t r e a c h / E d u c a t ~ o n / I n f o m t i o n Elasemination for OC/OO/NIAID 1 FY 99 1.2jS.984
Fcriod: Pay 11. 1 9 9 R through May 10, 2063 1 FY 00 /1,?66.16I.
amcunt allotted: S 1.243.167 I FY 01 1.267.20;
Cancracr Type: Cost Piua Pixcd Fce/Cornpletion I r Y 02 1.326.31S

15G. TOTAL * 9 L 7 OF CON;RAm -9 I S 6.365.676


15. T-LE OF CO-hTS
i41 1I ~ 8 II ~ . JESCRIFTION ;PAGE ( s ) I ( 41 1 SEC . I
I I
DESCRIFTION IPAGF(~)
PART I - TIE SCKtDinE
-- - I PART 1I - COhTRACT CIAUSES
X A SOLICITATION/COhTRACi FOZH 1 X I COr?lTArT CIAUSES 1I
X 3 SUPPLIES OR SERVICES AND PRICES/GOSTS 3 ?ART 111 - LIST OF W W . h T S . EXHIBITS AND OTHER ATTACH
-
K C nESDImION/SPECS. /WORK STATEHEST 5 X J LIST OP A7TAOBlZZTS 17
. 1 D P A U A G I N G AND H A R X I I G 5 PART I V - REPRESRMATIONS ANO INSSRUffi3NS
INSPECrION AND ACCEPTANCE - 5
REPSBSENTATIOSS. CERTIFl(arI0NS PND
I -6 OTHER STAlXPKhTS OF OiTERORS
I CDNTPACfADUINISTi?TIONDATA
I I I
1 - -- -
.
- ..
X G
I ' L IXSTRS.. CWTS.. AND NOTICES TO OFFLXORS
X H 1 SPECIAL CbKlRACf RSP.JIF.E:XEFCS p~~
10

COtiix%CTINc- O F F I ~ F . R UILL COHPLET~ITKM 1 7 OR 18 AS APFLICABLE

e. 'I M K I W \ n O R 1 S NFCOTIhfiD A G R ~ F R (coprra~cor1 s re-


to = n n d r e
15. (1 ~ h R o [Contractor is not required to sign this
$P;r to i.sp~~xnq
r 1 s e 3
nff1ce.l Contractor agrees co iurnlsh m e l l v c r
a l l item- br perform all ~ h c~ e n . x c e 3act Zornh or ochcruisc
cop,,, drrcumen:.l Your offer on Solicltat~onNumber
~ncludxnythe full a d d ~ r l o n sor chanqcs
maae b y , y h u unlcn addlr.~onso r chahaca are s c t forth in fu!t
rdsncified above and on any zontrnuatxon shccts ior the above, is hereby accc L e d 2.q c o the-item3 lieterl above &no on
cons~dcrationstated h e r e ~ n . The r l hr.3 and obilgat~ons0: the any conrlnust~on B ~ c c ? ? . This award rcmstrmmate. the ConrraCc
partle3 to this contract shall be su%ject to and governed try whxch conslzts of rhc follovina dnrtumcnta: la1 the Cevrrnmcrll 'S
the f o l l c v ~ n gdocumcncs: la1 th1.m awLrd/coctract. (b) the so1lcitat:on and your offer. aiid [b) chis award/contracr. Ro
.-0ll~lt~ti0n. i f a c y . and (cl such prov~alor.~, rcprescn:at:ans, furthcr contractual d o c ~ ~ m e nis
t necessary.
ccrtificatlons, and specltlcaLions. as are attached or lnco
orated hs rrferente hcrcin. [hcrrchncntn arc listed hcrelnrp'
1 9 A . k'h% AND TITLE OF SIGNER [Typc or prlntl 2 0 ~ .h'b= OF C O K I R ~ L ~ I N TOFFICKR
,
Karin E. F.ad
&WY AIA 7 n j ~ ,i 'P R E J / O ~ V

FFTxI
C c n c r a c r > n ~x f f i c c r . W09. N I A I D
10C. n h s q1rS.n
1PC. SATE SIGhTD
. pT:-P.
(slg.lsrtrre of Conrr;crln_ j
0
fleer)
1 . DETAILED TABLE OF RFP CONTENTS

PART I - THE SCHEDULE

.
SE(TTjOK A -SOLICITATIONJCOKTRACT
FORM ...................................................... 1
SECTION R .SUPPLIES O R SERVICES AND PRICESIC_OSTS ........................... . ..-7
Article 8.1, Brief Description of Supplies or Services ........................ . . . ..-....... . .......... ...-..... - .... -..---...3
A d d e B . ~ ~ o s..,i. s .,.,. ...:. ...................... . ... -7
Anic;[e B.3. Provisions Applicable 10 Direct Costs .I ............................................................................. ...-.---..-.3
Aflicle B.4. Advance Understandings .............. .........,. .................-. ............ . . . . . . . . . - . . - . 4
SECTION C - DESCRIPTIONISPECII;ICATIONS~!~ORK STATEMENT ................................................. ....--......5
Anicle C.1. Statcmcnt of Work ................................... . . ..................................................................... .... . . . ... ....5
Article C.2. Reporting Kequirelnents .. .. ....... . .......... ........... ...... . .. . .. ..........,..... . . . . . . . . . 5
SECTION J)- PACKAGING, M A R U N G AND SHIPPIKG -.. 5 -
SECTIONE - INSPECTIONAND ACCEPTANCE 5
-
SECTION F DELIVERIES OR PEHI;ORMANCE .................................................................................................... 6
AnitIe F.1. Pfriod of Performance ............... ....................................... -- .............6
.. .
Article F.1. Dejivencs .. ...................... ..-.....6 -.-

Article F.3. Clauses Incorporated By Reference FAR 52.252-2 (JUNE1988) ................................ ....... .... - -..... ..... 7
SECTION G - CONTRACT A1)~(~~S'I'~TIO~ DATA .................. ................ ........... .......................... -...-..-. ..... . 7
Articlc G.1. Project Ofiiccr ' - 7
Article G.2. Key Personnel ............. . ..........................~...................................... .....-....-- 7
...
Anicle G . 3 . lrlvoicc Suhmission!Contract Financing Request ............... ..= ................... ....................... .......... . ....... -.8
- . .
Art~clcG.4. Contract Financial Rcpon. .- . . . 8 - -
-
Anicle (3.5; Indirect Cost Rates ..... ............. ...-............... ...-.-...--...9 . ---
~

Aniclc G.6. Govirnment Property' .. ..... ..-.......-.... 10


Articlc G.7. Post Award Evaluat~onof past Pcrfornance ........ .................................................................... . . . . . . . 10
SECTION H - SPECIAL CONTRAC'f REQUIREMENTS ..-.--..... -. 10
Article H. 1 . Rcponing Manrrs In\!olving Fraud, Waste and Abuse ................. .................... -...... 10
.-
.
.-
.a

PART I1 - CONTRACT CLAl-iSES .. .............. ........ ..... .. .... .....

SECTION I - CONTRACT CLAUSES ...................................................................... . .. I 1


~ J ~ for a Cost Reirnhurscment Service Contract-FAR 52.252-2....... ........ . .. . . . . .. . . -1 I
Article I 1. C C ~ CClallscs
Anicle 1.2. Authorized Suhst~tur~ons of Clauses. ..... .. .. . . . .. ...... ... ... . . . .. . . .. .. . . . . . . .. . . . . .. .-.-.... . . . .. - .. .... 14
/\nick 1.3 Addlt~onalConiract Cizuses.. . ... . . . . .. .. ... .. . .. .... .... .. .. . .... . - ...... ... . . . .... .. .. . . . . .. . ... ... .. . . . . ... 14
,

Aniclc 1.4. Additional FAR Contract Clauses included in Full Tcxt.. .......... .. ... . . .. .. .. .. .. ... . ... . . - ..-........... 1 5
Article 1.5 Servicc Contract Acr. .. . . . . . .. . ... ... . . .. .. .... . . ... .. . ... . .. .. . .... .. .. .. ....... . . . .. .. . . . . . . . .. ..... I 5

PART IJI - LIST OF DOCUMENTS. EXHIBITS AND OTHER ATTACHMENTS ...: .. - . . . . . . . 17

SECTIOh' J - LIST OF ATTACI-[RIENTS


- . .. ..-........ .....-17
. . . ..
" . .
. . -- ..
PART IV - REPRESENTATIONS A N D INSTRUCTIONS. ............. .................................. ...........I R . .. . ,
- --

SECTION K - REt'RESENTATIOXS, CERTIFICATIOSS A N D OTIIER STATEhlENTS


OF OFFERORS . ... . . . .. ..... . .. ........ ..... .................... .............................................. .. ........-.. ....... .18
PART I - THE SCHEDULE

-SECTIONR - SUPPLIES OR
.=
. = --
SERVICJZS Ah'D PRICES/COSTS

ARTICLE R .I. BRIEF DESCRIPTION OF SUPPLTES OR SERVICES

The Nttional Institute of Allergy and Infectious-Diseases has a requirement for professional and technical suppon to the
Office of Communications (OC) , Officc of the Director. NIAID for planning, dcvelopmcnt, irnplcmentation. pmmotion. -
dissemination and evaluation of oumach/cducationl~nformati~n dissemination efforts. This suppon will enablc the NIMD to
cffcctivcly kansfet and disseminate the results of research ulthin its punlicw 10 scicnlists, l~callhcarc pro\ridtrs, parientr and
thc general public.
-

ARTICLE R.?. COSTS

a. 3%. cclimated cost of this contractir


.. -
b. The fixcd fee for this contract is b3 The fix& itr ;iiaiI he paid in-installmcntr bascd on ihc p s r c e n o g of
- .
completion of work, as dctcrmined by the Contracting Officer, and subject ot thc withholding pro\lisions of thc clauscs . -.

ALLOWABLE COST AND P.4YMENT and FLXTD FEE referenced in the gencral clausc listing in Part 11, Anicle 1.1,
of this contract. Papmcnt of fixed fcc shall not hc madc in less than monthly increments.

c The Go\rcmrnent's obl~gat~on,


represcnlcd by the sum of the est~matedcost plus the fixcd fee, 1s $6.365.674.
--- . - -
d. Total funds currently ava~lablcfor pavmmr 2nd allotted to this contract are $1.249.18'7 of whichb %- - . C ~ ~ C S C ~ ~ S
the rrt~rnatedrcrrnhurrublc cosls, and by .he fired fee For funhcr provlrlons on fundlng, see the LIMITATION
OF FUNDS made a part of the contra,, Y..,,. ,crtrcle 1.2.

e. It is estimated that thc amount currently aliottcd will covcr pcrforrnance of work undcr rhc contract tlirough
-
1999.

f. The Conkacting Officer may allot additionni funds to thc contrac! without the concumncc o f the Contractor.

ARTICI-E 8.3.PRO\'ISIONS APPLICABLE TO DIRECT COSTS

a. Items Unallowable Unles5 Otherwise Provided.


. . .. -..
.. .
(1) Notwithstanding the clauce(s), ALLOWABLE COST AYD PAmlEhT, and FIXED FEE incorporated In this conlracr.
unlcss authorized in writing by the Contracting Officer, the costs of the follow in^ items or activities shall be unallowahlc
as direct costs:

(2) Acquisition, by purchasc or leasc, of any intercst in real property;

(3) Spcctd rearrangcmcnt nr altcrarlon of fac~lltlcs,

(4) Purchase or leasc of anv itcm of gcncrd purpose office furniture or office equlpmcnt regardless of dollar value. (General
purpose cquiprncnt is defined as any items of pcrsnnal property which arc usable for purposes olhcr than research, such
as oficc equipment and furnishings, pockcr calculacnrs. etc.);

( 5 ) Travel to atrcn~lgencral scientific niec~ings;


( 6 ) Foreign travel;

(7) Patlent w e costs:


-
(8) Accountable Governmenr property (dcfincd as both real and persanal propcny with an acquisition cost of 51,000 or more
and a life expectancy of more than IWO years) and "sensitive itcms" (defined and lined in the Conrracror's G ~ ~ i r for
lc
Control of Gwernaront Aoprm), 1990. regardless of acqu~sitionvalue.

b. Travel Costs
-
. .
(I) Domestic Travel -
.. .

(a) T o u l expenditures for domestic travel (transPonation, lodginr. suhsislrncc, and incidental cxpcnses)
!irhout thc prior wittcn approval
incurred in direct performance of this'contract shall not cxcced
of the contract in^ Offjccr. b.f . . .

(b) T h ~ connact
s is subjcct lo thc prowslons of Section 24 of Public Law 99-234 which amends thc O%cc of
Fcderal Rocuremcnt Policy Acr to providc h a t contractor costs for travel, including lodging, other
subsistence, and incidcncal expenses, shall be allowable only tn the cxtcnt that thcy do not c x c d h e amount
allowcd for Federal cmployecs. --
- .
(c) Thc Con~acror,thcrcfore, shall invoice and be reimbursed for all travel costs in accordance wilh federal
Acquisition Regulations (FAR) 3 1.205-46.

c. Consultant Costs I
(1) Total expenditures for consullants incmcd in direct performance of this contnct shall not cxcccd $4
--&=
-- 6
without fhc pnor ttntten approval of the Contracting Officer

( 2 ) Approvcd c o n s u l t a ~ include
~s Pan Cohen by
.
) and Elaine Arkns by ;). Additions rcquire prior
Wittcn approval of the Conuacting Officcr.

ARTICLE B.4. ADVANCE UNDERSTANDINGS I

(1) A cost rcimbursemcnt plus fimcd fee suhcanvact with Aspen Systcm Corporation, for thc Dc\.clopment of !he
Clinical Trail databxc and webpage, is authorized during the initial year of thc connacl, at a mtal cost of
$ . Unitcd lnforrna[ion Systems, Incorporated, will atrvmc rhc taskof malntrining and updating this
- ............. .:and wcbpagc fnr y q r s IWO through five of thc contract.
.. -
a .

(2) A cast reirnburscrncnt plus fixed fee suhrnb'rarf t l ~ l f hT!nltcd Informn~lonSystems, Incnrporatcd, is authorlred -
for five ycan rn the amount not 10 caceed by The robcon[ract IS lo providc support for mformanon
d~sscrmnarlonand rnatcr~alsdcvelopmcnt, ,..,....,
. o p ~ n s c , confcrence management, cxhlbit dc\-clop men^ and
computer systcms supporf for database management and Intcrncr ulcbpagc development.

(3) A fix fec subcontract for mailing scrvices is authorized for each of !he contrac1's fivc years, at a tola] cost nor to
I
crcccd I df
, for all five ycari. T h e rubcon~ractwill incivdc a confidmtiali~yclnusc.

(4) T h e c.onmctor must submit to thc Cnnu3ctinp Officer a signed copy of the s u b c o n ~ ~ ca r~ r c m c n t hercln
s
authonzcd.

b. F r l n ~ cBenefits, Ovcrhcad, G b A . and Suhconnac~ConsultantAdministration rates. ac proposcd in the Matthcuts h4cdia


C o u p , Incarporatcd best and final offer. arc accepted for proposal purposes only. Thc Govcrnmcnt will not appro\.c
rcimhurscment for any 111 111csci(cms until such timc as a ncw rate apccment has bccn ncgotin:ed and approvrd by rl~e
SECTION C - DESCRTPTTO~'/SYI;;CIFICAT~ONS~ORK
STATEMENT
-
ARTICLE C. 1 STATEMENT OF WORK

a lndepcndently and not as an agenr of the Government, the Concacbr shall be requlrcd to furnish d l rhe ncccssar).
services, qual~fiedpersonnel, material, equipment, 2nd facllittcs, not othewisc provldcd by thc Govcmmcnt. as needcd
to perform the Stalerncnt of Work, SECTlON J, ATTACHMERT 1, dated June I 1. 1997. anached hereio and made a
part of t ..--. --
h ~ Contract
s - , _
ARTICLE C.2. REPORTING REQUIREMENTS

a.. Technical Progress Reports -

Inaddition to the required reports set forth elsewhere in this Schedulc, the Contractor shall prcpare and submit the
reports indica~edbelo\r* during tile period of performance of the contract. Thesc reports \vill rcquire dcscriprivc
inionnation about the 2c.tivitics undertaken during the reporting period and ufill rcquire information aboilr plannra
activities for future reporting pzriodr. T\vo copies ofthese rcpons will be required as follows:
--
(X) Slonthly
0;) Semi-Annually
(X) Final - Upon final cornpletiorl of the contract -

b. Sumrnarv of Salient Results


..
- - - ..

- . Tine Contractor will be required to prepare and submit. with the final report, a summary (not to exceed 200 \t:ords) of .

salient results achieved during thc performance of the contract. This rcport will bc required on or bcforc thc cxpiratioa
dare of the contract-

c Other Re~orts
-- * =z

. Munthly Rudgcr Sumrnarics: This rcport to include a list of the pro-(ccts issucd to datc to include the project #, its
status (active, or cnmplcrc). accomplishnien~s,total cost authorized pcr projcct, toral cosrs expended, cunent pcriod
cxpcndin~res.

SECTION D - PACKAGING. MARKING AND SHIPPING

All dcliversblcs required under this contract sllall be packaged, marked and shipped in accordancc with Govemmenl
specifications. The Con!l.aclor shall gual-antcc that all rcquircd 'rnatcrials shall bc delivcred in imrncdiate usablc and
acceprable condition.

SECTION E -.-IMSI'EC'I'TOX Ah% .ACCEPTANCE

- .-
a. The Contracting Officcr or thc duly authorized representative will pcrform inspection and acceptance of materials and
services to be provided.

b. For the purpose of 111~sARTICLE, thc Project Officer is the authorlzcd repruenrativc of the Contracting Oficer

C. InspecLion and acceptance \c.ijl bc pcrrormed 2: 3 1 Center Drive, Urn 7A-SO, National Instirllrc of Allergy R: Inlccl~ous
D~seases.Bcthcsda. MD. 20897.

d. A~ccp:iinccmay be presumed unless nthenrisc indicated rn writing by rhe Contracting Officcr or thc duly authorized
rcpresentativc within ? 0 days of rcccipr.
representative within 30 days of rcceipt

. This contract incorporates the Bllow~ngclause by reference, ulth the same force and e f f a as if it ulcre given in full 1 ~ x 1 .
Upon request the Connacting Officcr will makc its full text available.

FAR Clause &.'52.246-5, INSPECTION OF SERVICES-CUT REIMBLRSEMENT (APRIL 1984)

-
SECTION F DELIVERIES OR PERFORMANCE

ARTICLE F. 1. FERIOD OF PERFOIUlANCE-

-T?lcperiod of pcrforrnance of this contract shall be from Mav 1 1, 1998, through Mav 10,2003.

ARTICLE F.2 . DELIVERIES -..

Satisfactory performance of the final contract shall hc deemed to occur upon deli\?ery and acceptance by the C m l ~ a c r i n ~
Ofiicer, or the duiy authorizd repre.sen:ative, of the following items in accordance with the slated dellvery schedule:

a. Tht items rpmified below as described in SECTION C, ARTICLE C.2.will bc rquircd to bc delivered F.0.B.
Destination as sct forth in FAR 52.247-35, F.O.B. DESTINATION^ ~mlh' CONSIG;\;EES PREMlSES (APRIL
-
1984), and in accordance &th and by the date(s) specified helow [and any specifications statcd in SECTION D.
PACKAGING,MARKIXG AND SHIPPING, of the conwct):
-
Ilcm Description Dcliverv Schedule

Monthly
(a> Monthly Rcpons 2

Scmi-i\nnu~iZcpons
-lu- Gays airer end o i period
(b) 2
-c n a of Conrracr
Final Repot3

h. Thc above items shall be addressed and delivered to:

Addressee Delit~erzhleItem No. Ouantitv


Patricia S . Randall, Projcct (a)
1
Officer, N I N D , NIH 7,
- (b)
Rm.7A-SO, Building 3 1 (c)
Rethcsda, Maryland 20897

Ivan Hernandcz, Conwactr


Specialist, h'LAID,NIH
Rm. 1C-38. Solar R u i l d ~ n g
Bcthesda. Maryland 20892
ARTICLE F.3 . CLAUSES INCORPORATED BY REFERENCE Fm 52.252-2 (JUNE 1988)

This connact incorporates the folloulng clause by reference, with the samc force and effect as if it were given in full 1~x1.
Upon request, the Contracting Officer will makc-itsfull text available

F E D E W ACQ'UISHfOM REGIJLAnON (48 CFR CHAPTER I) CLAUSE:

52.242-15, Stop Work Order (AUGUST 1989) with ALTERNATE I (APRIL 1984).

SECTION G - CONTRACT ADMINISTRATION DATA

ARTICLE G. 1. PROJECT OFRCER


-
The following Project Officcr(s) will represent ~ h Government
c for the puvose of thrs contract:

Project Officer - Patricia S. Randall, Director, Office of Communications, h7A.ID. NIH


. Alternate Pro-jectOfficer - Judy Murphy,Deputy Director. OFfice of Communications, h?AID. NIH
--
..
..

The Project Officer is responsihli for: (1) monitoring thc Contractor's tcchniwl progress, including the ~ur\~eillance
and
assessment of pcrferrnance and rccommendin_r to tile Contracting Officer changes in requircmcnts; (2) interpreting [he
slatcmcnt of work and any other technical ~erformancerquiremcnts; (3) performing technical evaluation as required; (1)
perfomng technical inspccrions and acceptances rcquircd by this conmact; and (5) assisting in the resolution of tcchnicsl
. . .
problcms encountered during performance.
- -
The Contracting Officcr is the only pcrson with authority to act ar agcnt of tile Governrncnt under this conti'aa. Only h e
Conuacting Officcr has authority to: (1) direct or negotiate any changcs in thc slatcmenl of work; (2) motlify or cxrend Ihc
period of performancc; (3) change thc delivery schcdulc: (4) authorix reimbursement to the Conpactor any costs incurred
during the performance of this conmct; or (5) othcnvise change any terms and conditions of this contract.

The Government may unilaterally cF ange its Project Officcr designation.

-
ARTICLE (3.2. KEY PERSONNEL

Pursuant to ~ h Kcy
c Personnel clause incorporated in this contracl the following indlvjdual(s) islarc considcrcd ro be csscnt~al
to the work being performed hereunder:

-
NAME -
Franccs Hell~g Projcc~Direcror, Manhews M c d ~ aGroup, Inc.
- .. Barbara Logan Subcontract Managcr. Un~tcdInformation Systems. Inc.
Mary Nalaschi Senior Technical information Specialist, Matthews Media
Group, Inc.
ARTICLE G.3 . INVOICE SUBMISSION/CONTRACTFMANCmG REQUEST

a. InvoiceiFinancin~Request lnstructions for NIH Cost-Reimbursemen! Typc Contracts NIH(RC)-1 are attached and
made pan of this contract The instructions and the following directions for the submission of invoiccslfinancln~
request must hefollowed lo meet the requirements of a "proper" payment rcqucst pursuant to FAR 32.9
-
(1) Invoices/financing requests shall be submitted as f o l l o ~ s :
=
.. -4 .

An original and one copy to the following designated billing office.

lvan Hernandez
Connact Specialist -
Aquisjt~onsManagement Operations Branch
National Institute of Allergy & Infectious Diseases, NIH
Solar Bids., Room 1C3S
6003 EXECUTIVE BLVD MSC 7605
BETHESCIA M D 20892-7605

(2) Inquiries regarding paymalt of invoices should be directed to the designated billing office, (301) 496-6452

ARTICI-E G.4. CONTRACT FMANCIAL REPORT -- .

A. Financial reports on the anached Form NIH 2706, Financial Report of lndividual Project/Contract, shall be suhrniacd . -- .
-.
by the Contractor in accord;+nce\.rich the Instruc~ionsfor Completing Form NIH 2706, 1~8hic.haccompany the form, in
an original and one copy, not later than the 30th working day afrcr the close of the reponlng period. The line entries
for subdivisions of work and cltments of cost (expenditure categorics) which shall be reported within the total conhdct
are listed in paragraph e., below. Subsequent changes andlor additions in thc line entries shall be made in writing
- .
.. -- * =z - -
b. Unless otherwise stated in that part of rile Instructions for Completing Fonn Nll-I 2706, entitlcd "PREPARATlOh'
INSTRUCTIONS,"all columns A through J, shall be completcd Tor each report submitted.
c. Thc first financial report shali cover the pcrlod consisting of the FIRST FULL THREE CALENDAR MOSTiIS
followl~lgt l ~ cdatc of the C O I ~ I ~ ~ inC Iaddition
, to any fractional parl of he initial month Thercaficr, reports will be on a
quanerly basis.

d. The Contracting Orficer may rcquirc the Contrzctor to submit detailed suppo~lfor costs contained in one or more
intcrim financ~alrepolis. This clause does nor superscde the record retention requirements In FAR Pan 4.7.
. n c following is a listing of expenditure categories to be reported:

Expenditure Categorqr Percentage of


A EffodHours
. -

(1) Direct Labor


*=-- -- .

(a) Principal Investigator


=

(b) Co-Principal Investigator

(c) Kcy Personnel

(ii)

(iii)

(2) Other Professional Personnel


(3) Pcrsonncl - Other
(4) Fringe Rcnefits
(5) Accountablc Personal Property
(6) MateriaIslSupplies
(7) Patient Care Costs
(8) Travcl
(9) Consultant Costs
(10) Premium Pay
11) Computer Costs
(12) Subc~ntractCosts.
I
(13) Othcr Direct Costs
(14) Indirect Costs
(IS) G&A Expense
(16) Total Cost
(17) FCC
( I S ) Total Cost Plus Fixed Fee
. ~

- . . . ARTICLE
.. ~ .INDIRECT
G.S. - COST RXES
-* -.
- ..
In accordance with Federal Acqujsition Regulation (FAR) (48 CFR Chaplu 1) Clausc 52.216-7(d)(2). "Allowable Cufl and -., --
Paymenl" rncorporatcd by reference in this contract in Part 11, Section I, the cognizant Conmcting Officer responsible for
negotiating provisional andlor final indirect cost rates is identified as follows:

C h ~ e fFinancial
, Advisoql Services Branch
0K1cc of Contracts Management
National Institutes of Health
6100 Executive Blvd., Rm. 6B05
Bcrhcsda. h4D 20692-7540

Thcse ratcs arc hcrehy incorporated tvithout hrthcr action of the Connacting Officer
- .
-. -
ARTICLE G .6 . GOVERNMENT PROPERTY

This Contract does not include authorir~tionfor the acquisition of Propew. The acquisition of pioperty requires prior
approval by the Contracting Officer. If approvcd, title for any property acquired with contract funds vests in thc go\,cmmcn:.

.- .,

ARTICLE G.7. POST AWARD EVALUATION OF PAST PERFORMANCE

Interim and find e\&mfions of centracbr perfonnance shall be conduc.ted on this contract in accordance with OFPP Policy
Letter 92-5, issued January 11, 1993 and HHSAR 342.7002(c)(2)(jv). A final performance evaluation shall bc completed a1
Lhc time of completion of work. In addition to the final evaluation, interim evaluatiolls will be prepared by the Pro!ccr
Officcr annually to coincide with the anniversary date of rhz contract.
-
Interim and final evaluations will hc lnitiatcd by thc Project Officer and submitted to thc Contracting Oficcr. Tllc -
..
'c61lhacring Officer will concur by initialing the appropriate block of the NIlI Contractor Perfonnancc Repon, and \ k i l l
~

submit the docurncnt to thc Connactor as so011 as practicable. The Contractor w ~ l lbc permlned thirty days lo revicw thc
document and to submit additional information or a rebutting statement.

SECTION H - SPECIAL CONTIIACT REQUIRER4ENTS

IIRTICLE H. 1 . REPORTING MATTERS Ih7VOLVING F.v-tT,Q.\VASTE'AND ABUSE


-.-
knyone who becomes aware of the existence or apparent existence of fraud, u9astcand abuse in NIH funded programs is
encouraged lo repon sucli mancrs to the H1.I.S i~lspectorGeneral's Officc in writing or on the Inspector General's Hotline.
The toll free number is 1-800-HHS-TIPS (1-800-347-8477). All tcleplionc. calls will be hzndled confidentially. The e-mail
address is lIti~s@os.dhhs.rrovand the rnailuig address is:
-- f ' Z -
Office of Inspector General
Depamnent of Health and Human Services
TIPS HOTLINE
P.O. Box 23489
Washington, D C 20026

Inrorrnation rcgard~ng procedural matters is cnntalncd in thc NIH hlanual Chaptcr 1753, which is a\.ailablc on
(http://ww\~~l
.od.nih.go\~/oma/nmahtln)
SECTION I - COIVTRACT CLAUSES

4KTICLE 1.1. GENERAL CLAUSES FOR A COST-RElhfBURSEMENT SERVICE COWTRIICT -


FAR 52.252-7, CLAUSES INCORPORATED
*-
-& --
BY REFERENCE (FEBRUARY 1996)

This contract incorporates the follow in^ clauses by reference, with the same force and effect as if they were given in full tea.
Upon request the Conoacrino Officer will make thcir full text availahie Also, the full text of a clause may he accessed
clecrronically at this address: hap:!/www.arnet.gov!far/.
-

a FEDERAL ACQUISITION REGULATION (FAR) (48 CFR CHAPTER I ) CLAUSES:

FAR . .

CLAUSE NO. TITLE AND DATE

Definjllons (OCTOBER 1995)

52.203-3 Gratuities (Over S100,OOO) (APRIL 1954)

52.203-5 -- (APRIL 1984)


Covenant Against Contingent Fecs (Overs 100,000)

52.203-6 - . Restrictions or. Subcontracror Sales to the Government (O\ler S100,000) (nJLY 1995)

Anti-Kickback Procedures (Over $100,C100) (.lUL\' 1995)

CsnccIlatlon, Resclss~on, and Recovey of Funds for Illcgal or Improper A ~ l i v l t ) .


(Over S 100,000) (JANUARY 19973
---- * -"

Price or Fee Adjusrrne~~tfor lllcgal or lmproper Activity (OvcrSI0~,000)


(JANUARY 1997)

52.203-12 Limlration on Payments to lnflucnce Certain Federal Transactions (Over $100,000)


(JLJNE 1997)

52.204-4 PriniinglCopying Double-Sided on Recycled Paper (Over 5100,000) (mrE


1996)

Prorcctrng the Government's Interests when Subcontracting \wth Conmacrors Dehancd,


Suspenclcd. or Proposed for Debarment (Ovcr $35,000) (JULY 1995)
-
- 52-215-2 .- ~ u d *and Records - Negot~atlon(Ovcr %100,000)(AUGUST 1996)

52.21 5-S Ordcr of Preccdcncc-Uniform Contract Format (OCTOBER 1997)

52.215-10 Pr~ceReduction for Defective Cosr or Pricing Data (Over IFS00.000) (OCTOBER 1997)

52.215-12 Subcontrac~o:Cost or Pricing Dara (Ovcr $500,000) (OCTOBER 1997)

52.215-14 Inlegrip of Unl; Prices (Over 5100,000) (OCJOHER 1907)

57.215-15 Tcrmitla~iono f Dcftncd Benefit Pension Plans (OCTOBER 1997)

Reversion or Adjustment of Plans for post-Retiremcnt Bencfits (PRB) othcr than


Pcnsions (OCTOEER 1997)
Notification of Ownership Changes (OCTOBER 1997)

Requirements for Cost or Pricing Data or Information O'Lhcr Than Cost or Pricing Data--
Modifications (OCTOBER 1997)

Allowable Cost and Payment (M=RIL 1998)


Axed Fee (MARCH 1997)
=

Utilization of Small, Small Disadvantaged, and Worncn-Owned Smdl Busincss Concerns


(Over S 100.OC)O) (JUNE 1997)

Small, ~ m a ~ l b i s a d v a n t a ~ and
c d , Women-Oumed Small Business Subconuact~ngPlan
(Over $500,000)(AUGUST 1996)

Liquidated Damages - Subconhacring Plan (Ovcr $500.000) (OCTOBER 1995)

Paymcnt for Ovcrtimc kcmiurn (Over $IOO.(KK1) (JULY 1990) The dollar
amount in paragaph (a) of this clause is 50 unless othernlise specified in thc contract )

Convict Labor (AUGUST 1996)

Equal Opportunity (APRIL 1984) -

EEO Prcaward Clearance of S u b c o n ~ a c(Over


~ . S1.000,000) (APRIL 1984)

Affirmative Action for Disabled Vcterans and Veterans of the Victnam Era (APRIL.
i99S)

Affirrnat~veAct~onfor Hand~cappcdWnrkcrs (APRIL 1 9 8 4 ) --


-- - .-=
Employment Reporis on Disabled Veterans and Vetcrans of the Vietnam Era
(APRIL 1998)

Clean Air and \17ater (Over $100,000) (APRIL 1984)

Drug Free Workplace (JAh'UARY 1997)

Toxic Chemical Rclcase Reponing (OCTOBER 1996)

Restrictions on Certain Foreign Purchases (OCTOBER 1996)

Autll&zation anri Consent (Over 550,000) (JULY 1995)

Noticc and Assistance Regarding Patent and Copyrigfir Infringement (Ovcr % 100.000)
(AUGUST 1996)

Patent Indcmn~ty( M U 1984)

Rights i n Data - Gencral (JUNE 1957)

Limilation on Withholding of Payments (APRIL 1984)

Interest (Ovcr S 1CK),OCMI) (JUNE 1996)

Limitation of Cost (APWL 1984)


Assignment of Claims (JANUARY1986)

Prompt Payment ( J L M 1997)

Mandatory Information for Elecuonic Funds Transfer Paymcnt (AUGUST 1996)


.-
-
Disputes (0CIY)BER 1995)
- -- .

protest Aftcr ~ w & d(AUGUST1996) With Altcrnale I(JLThiE 19SS)

Notice of Intent to Disallow Costs (APRIL 1964)


-
Penalties for Unallowablc Costs (IS\,cr %500,000)(OCTOBER 1995)

Cerlification of Final Indirect COSB(JfivmY1997)

Bankruptcy (Over $100,000) (JULY 1995)

-
Chan~rs Cost Reimbursement (AUGUST 1987) Alternate I (APRIL 19S4)

Subcontracts (Cost-Rcimhunement and Lener Contracrs) (FEBRUARY 1997) 'If


uritten consent to subcontract is required. thc identified subconaac& are lrstcd in
ARTICLE B. Advance Understandings of the centract.

Competition in Subconaacting (Ovcr $ 1 ~ . 0 0 0 (DECEMBER


) 1996)

Government Property (Cost-Rcimlrursemcnr.Timc and Material, or Labor-Hour Conuait)


(JWUt'RY 1986)

52.246-25 Llrnitation of Liablllr?;- Senlces (Ovcr $100.000) (FEBRUARY 1997) -;= -:

52.249-6 Termination (Cost-Reintburscment)(SEPTEMBER 1996)

52.249-14 Excusable Delays (APRIL 1981)

52.253-1 Computer Gencratcd Forms (JANUARY 199 1 )

b. DEPARTMENT OF HEALTH AND HUh4AN SERVlCES ACQUISITION REGULATION (fZHSM) (48 CFR
CHAFTER 3) CLAUSES:

352.202-1 Dcfin~tions()\PRIL 1984) Alternate I(APRIL 1984)

352.218-7 lnsii~ncc- L i a b h ty to Thlrd Persons (DECEMBER 199 1 )

352.232-9 Withholding of Contract Payments (APRIL 1984)

352.233-70 Litigation and Claims (APRfL 1984)

352.242-7 1 Final Decisions on Audit Findings (APKIL 19R.I)

352.270-5 Kcy Pcrsonncl (APRIL 1984)

352.270-6 Publication and P u h l i c ~ t y(JUI-Y 1991)

352.270-7 PaperuporkReduction Act (APRIL 1984)

E n d ofG E h T W CLAUSES FOR A COST-REMBURSEMENT SERVICE CONTIUtCT - Rcv. 4/98]

13
ARTICLE 1.2. AUl-kIORJZED SUBSTITUTiONS OF CLAUSES

Article 1.1. of this Section is hereby modified as follows::


- .

ALTERNATE 1 (OCTOBER 1997) of FAR Clause 52.2 15-14, MTFGRITY OF LXIT PRICES (OCTOBER 1997) is addcd.

FAR 51.215-2?mTEORITY OF UNIT PRICES (JANUARY 1997) is deleted in its entirety


FAR Clause 52.219-9, SMALL. SMALL DISADVANTAGED AND WOMEN-OWED SMALL. R U S ~ E S S
SUBCONTRACTMG PLAN (AUGUST 19961, and FAR Clause 52.219-16, LIQUIDATED DAMAGES-
SUBCONTRACTING PLAN (OCTOBER 1995Fare deleted in their entirety.
. . -
FAR Clbuse 52.232-110, LIMITATION OF COST, is deletcd in its entirety and FAR Clause 57.232-22, LIMITATION OF
FUNDS (APRIL 1984) is substituted therefor:

ARTICLE 1.3. ADDiTIONAL CONTRACT CLAUSES

This conrrzct incorporatzs the foliowing clauses by reference, (unless olhenvise noted), with the. same force and cfffct as i f
rhcy wcrc given in full 1~x1.Upon request, the Contracting Officer will make their full rext availablc.

- . .. -,-

(12) FAR 52-217-2, Cancellation Undcr Mulriyear Conrracts (JULY 1996)

(23) FAR 52.2 19-6, Notice of Total Small Business Set-Aside (JULY 1996)

(54) FAR 52.219- 14, Limitations on Subcontracting (DECEMBER 1996).


-- 1
(456 FAR 52.227-14: Rights in Data - Gcneral (JCriu'E i987).

756 FAR 52.237-3, Continuity of Scrvices (JANUARY 1991).

(69) FAR 52.25 1-1, Government Supply Sources (APRIL 1984).

h DEPARTMENT OF HEALTH AND H U M A N SERVICES ACQUISITION REGULATIONPUBLIC HEALTH


SERVICE ACQUISITION REGULATION (HHSAR)/(PHSAR) (48 CHAPTER 3) CLAUSES-

H M A R 352 270-1, ~ c c e s s l b i l ~ < ~ f ~ e rconfcrcnces


tln~, and Seminars to Persons with Dlsabilitlcs (APRIL 1984)

c. NATlONAL INSTITUTES OF 1IEtlLTf-I (Nltl) RESEARCH CONTRACTING (RC)CLAUSES: .. . I

The follou,ing clauses are attached and made a pan of this contract:

(1) NIH (RC)-7, Procurcmenr of Cer~aiilEquipment (APRIL 1984) (OMB Bulletin 81- 16). 1
-
AKTlCLE 1 4. ADDITIONAI- FAR CONTRACT CLAUSES ~ N C L I J ~ EINDFULL TEXT

Thiscontract incorpordtes h e following clauses in full text.

FEDER4L ACQUISITION REGULATION (FAR)(4Y CFR CHAPTER I ) CLAUSES,

a. FAR Clause 52.244-6 SbBCONTRACTS FOR COMMERCIAL ITEMS AND COMMERCIAL COMPONEKTS
(OCTOBER 1995)

Commercial item. as used in this clause, lras the meaning contained in t21c clause at 52.702- 1, Definitions

Subcontract, as uscd in this clause, includes a aansftr of comlnercial llcnls between divisions, subsidiaries, or
affiliates o f the Contractor or subcontractor at any tier.
. -

(b) To the maxinium extent plac~icable,the Contractor shall incorpohtc, and rcquire its subcontracton at all t i r n to
incolporate, commercial items or non-dsvelopmental items as coniponenls of items to be supplied under this
collmact.
(c) Noh~ilhstandingany orl~crclause of this contract, the Contractor ij not rcquired to include any FAR provision or
clause, other than tilose listed below to the extent they arc applicable and as may bc required to establish t h t
rcasonablcness of pnccs under Part 15, in a subcontract at any tier for cornr~icrcial items or comm:rcial
components:
(1) 52.222-26, Equal Opportuliity (E.O. 11246); .. -- .
(2) 52.222-35, Affirmative Action for Special D ~ w b l e dand Vietllan~Era Vercnns (3s U.S. C. 1212(a)); -,
. . .

- .
(3) 52.212-36, .4ffirmative Action for llandicappcd Workers (29 U.S.C. 793); and
(3) 52.2147-64, Preference for Privatrly Owncd U . S . - F l a ~ r dCommercial Vessels (46 U.S.C. 1241) (flow down
nor required for subconrracts awarded beginning May 1, 1996).

(d) the Contractor shall include the terms of thls clause, includ~ngt h ~ para~raph
s (d). in subcontracts awarded
- - *. -under
--
this corltract

b. YEAR 3,000 COMPLIANCE-SERVICE INi70LVING THE USE OF INFORMATION TECHNOLOGY

The Conrractor agrees that r..ch itcm of hardware, software, and firmware used under this contract shall be able lo
accurately process date data (including but nor limited :oncalculating, cornparll~gand scquencins) from, into and behvecn
the nvc~~tieth
and twenty-first centuries and the Year 1995,and the Year 2000 and leap ycar calculat~ons.

ARTJCI-E 1.5. SERVICE CONTRACT ACT

This contact is subject to the Service Con_tract Act of 1965, as amended The following clauses are hereby incorporated and
nlaris a part of this contract, All clauses ihcorporated by reference have t h e same fnrce and effect as if they were given full ~- ..
- .
trsi -Upon requect, the Contracting Officer will make th&r full text availabl:.

a. FAR Clause 52.222-4 1, SERVICE CONTRACT ACT OF 1965, as amended (MAY 1989).

b. FAR Clause 52.272-42, STATEhlEKT OF EQUIVALEKT RATES FOR FEDERAL HIRES ( M A Y 1989)

In compliance with thc Servrce Conl:acl Act of 1965, as arnended, and the regulations of the Secretary of Labor (29
CFR Par1 4), this clause identifies tht classes of service employees expected to be employed under the contract and
stales the wages and ffinge benefits payable to each if thcy \vere employed by the contractmf: agency subjcct to the
provisions of 5 U.S.C. 5341 or 5 3 2 .
-- -

THIS STATEMENT IS FOR INFORMATION ONLY: IT IS NOT A WAGE DETERMINATION

Employee Class Monetary Wage-Frin~eBenefit


Computer Programmer S25hr
Exhibits S~ecialisl S25h
Technical Writer S30nlr
(End of Clau'sc)
PART 111- LIST OF DOCUMENTS. EXHIBITS AND OTHER ATTACHMEhTS

SECTION J - LIST OF ATTACImlENTS


-

I. Staicmcnt of Work, dated


. _ _ _ --.
June 1 1. 1997, 5 pages
. .- .- - - - --

Ii. Invoic&inancing Request Instructions for NIH Cast-Reimbursement Typc Contacts, NIH(RC)-I, May 1997,4 pages.

1 Ill. Financial Report of Individual Project/Contracf NIH 2706, May> 1997, 1 page.

IV. Instructions for Completing Form NIH 2706; May, 1997,3pages.

V. Procurement of Certain Equipmenr, NIH(RC>7 (OMBBulletin 8 1- 16), April, 1984, 1 page.

V1 Wage Rate Detarrnination 894-2103. Rev. 14.. July 1. 1997


PART IV - Representations, Certifications, and Other Statements of Offeror

SECTION K - REPRESENTATIONS AND CERTIFICATIONS


--

l h e Ihllowmg d ~ ~ u m incorporated-by
e ~ ~ e reference Into this contract

a. Representations and Certifications dated1ebruar-y 2 , 1998

b. Cemficate of Current cost or Pricing Data (FAR 15.6044) datzd April 3, 1998.
STATEMENT OF WORK

Thc Contractor shall furnish services, qualified personnel. material, cquipnient, and.facilities, nor
otherwise provided by the Government undcr the terns of this contract, as needed to perform the work
set forth below.
- --

./a-

The Contractor shall:


-
I. SUPPORT FOR EDUCATrONnNFORMATlON DTSSEMINATION ACTTVI'I'IES

A. Provide professional and technical support for the planning, devclopment, implementation,
promotion, and evaluation of a variety of currcnt and future education/informa~iondissemination
.. . efforts. The purpose of these efforts is to effectively transfcr and disseminate the results of research
within the purview of NIAID to scientists, hcalth care providers, patients, .and the general public.
Research areas of importance to NIAID may include, but not be limited to, L Q S therap&tics and
vaccines, emerging infectious diseases, chronic fatigue syndrome, sexually transmitted discases;
Lyme disease, organ transplantation and tuberculosis.

Specifically the Contracror shall:


-
1. Assist the Office of Communications (OC) in the development of necessary consensus to
undertake specific projects, such a$scheduling and holding meetings of expert panels, or
working groups. Assess existing programs as requesicd by the project officer.

2. Develop project plans that include formulation of message concept, identification oEtgget
audiences, formulation of specific measurable objectives, strategies, tac~ics,and assessment
for all aspects of a project. This includes development of effective education and
information outreach strategies for reaching Black, Hispanic and other minority populations.

3. Profile appropriate target audiences, including demographics, media usage, crediblc


information sources, significant intermediaries, etc. This shall involve gaihering information
from a varicty of sources and conducting focus groups consisting of representatives from
identified target audiences.

4. Develop intermediary networks (e.g., institutions, organizations, associations, busincsses) . .

with established credibility and channels of cornmunica~ionsto reach significant portions of . - -- -.


" . . . . . - ..
target audiencek for spec& projects, ?nd develop approachcs to engage the participation of -
such~~oups.

5. Develop creative message products and related materials such as, but not limited 1&posters,
booklets, flyers, audiocassettes, videos, and exhibits. This shall include conceptualization,
writing, design, and similar crea~ivetasks.

6. Design a pian to assure adequate pilot tcsting of a product wirh selected cooperating groups
Implement product pilot testing and, with approval of the projcct officcr, revise the project
andlor related materials as needed.

Staremcnt of Work
(611 1 /97)
- t

7. Design a plan to assum adequate full-scale promotion and dissemination of materials to target
audiences through appropriate intermediary groups. Maintain existing computerized mailing
lists of targeted audiences and develop new oncs as required.

8. Produce, store, transport to meetings as required, and distribute quantitics of materials and
products developed in support of thc above projects to appropriate individuals and
organizations and/or the natlonal media.
.--- -- - , -
9. Dcsign and implement various assessments and evaluations of selected program efforts.

B. Assist the Office of Communications f OC) in providing communications and oulreach support to the
NMID in highlighting for various public or professional audiences spccific areas of research chosen
by the NlAID Executive Committee. Specifically, the contract shall:

1. Provide expen communications and marketing expertise as required by the NLAID-sponsored


project.

2. Develop a cornrnunications plan specifically tailored to the nceds of each project.


.
3. Develop support materials for the project and provide-a plan'for their use.

4. Develep and implement measures lo determine the effcctivencss of such communication


efforts.

5. Address with OC and appropriate hstitute staff other applications for the cornmuniea&ons
-- .-

efforts. .

The Project Officer will retain the liaison role with Institute and project staff; all contractor involvement
shall be initiated and coordinated through the Project Officer.

11. DISSEMINATION TO THE MEDIA OF RESEARCH NEWS

:rhe Contractor shall develop mechanisms and products for the dissemination of'top~caland timely
information about AIDS and other NLAID-related research areas to the publlc through the news and
entertainment media. This shall include handllng arrangements with nalional and local meQa as wcll as
loglstlcs for prcss conferences and orher me&a activities (Thistask does not involve response to media . -.
-
9
~nquiries.) --
- --
Specifically, Ihe Contractor shall be required to:
-I ;
A. Determine the needs and requirements of specific media outlets for special information and
rnalerials. This may include a review of available literature, interviews with media representatives
and consultants, and similar efforts.

B. Based on the needs identified above and new dcvelopments in NLAID-supporled research, prepare
materials for dissemination to media outlets. Such materials may consist of fact sheels, scripts, ,

Sltl~ementof Work
(611 1/97)
- --
-
-
charts and graphs, videotapes, still photographs, stock footage, and similar communications
products.

C. Provide packaged materials for media outlets in accordance with NIAlD specificaiionsand for
NLAID use in supplying news media representatives upon request.
- -
D. Trdck and assess media coverage of specific news stories, and providc summary report to OC.
C o n m c t u mustbe able to do a media analysis when rcquestcd to measure coverage of NIAID-
related stories.

13.RESPOND TO MOUIRIES -

Contrdctor shall provide the capability for responding to telephone and written requests for publications
m d o r information.

A. Telephone inquiry response requires:

1. Establishing at least two telephone lines staffed by trained information specialist(s) who can
provide verbal information and send appropriate printed malend- to callers;
-
2. De\~elopingand maintaining files that include information packets, press releases, pamphlets, and
fact sheets (approximately 75 titles) and reprints to be provided by OC and augmented by
Medline searches performed by contract staR

3. Establishing a database of referrals; --C -=

3. Dcvcloping or updating infonna~jonpackets as needed.

OC will provide updates of relevant information as necessary. Contractor shall develop a system for
recording the subject of calls, information needed, type of requestor, response given, and materials sent.
Reports shall be generated monthly and forwarded to OC by the loh of thc following month.

B. Con~ractorshall provide publications fulfillment, estimated at 5,000requests per year, rcquiring the
mailing of approximateiy 80,000 to 100.000 publications (pamphlets and photocopied fact sheets).
This task requires using a request darabase to record the name and address of requestor, the materials
requested, titles and numbers of publications mailed, and date of fulfillment. Contractor shall be
responsible fox furnishing printed Envelopes w ~ t hmail permits and padded bags and for daily
transport to thc U.S. Post Olficc. Publication distribution and inventory reports shall be generated
monthly and forwarded to OC by the 10' of the following month. This task requires storage
facilities for a limited inventory of publications.

C. Contractor shall prepare responses to written inquiries from the public about XIAID-related health
issues. The Contractor shall be responsible for rcsexch, composing, typing, editing, proofreading,
and final production. The Contractor shall respond within seven (7) days or as required by the
Projcct Officer. Reports shall be generated monthly.

S ~ i t e r n e n of
t Work ATTACHMENT I
(611 1197)
- .-- -;-

Letters require either routine (standard) or customized responscs. Most require some
rcsearch on the dscase in queslion or location of appropriate refcrrds. Research shall
include looking up information in medical textbooks, searching MedlindGrateful Med and
other Internet resources, and occasionally calling relevant organizations or experts. The
designated OC contact will provide guidance as needed on sensitive or non-routine responses.
The Contnctor shall have available basic medical textbooks on internal medicine and on
allergic, immunologic, and infectious diseases as well as the capability of performing
databawcarches-of the medical -1irerature.

2. The Contractor shall enrer inquiries into the inquiry tracking database and prepare draR
responses for approval by the designated OC contact. Aftcr this review, the Contractor shall
prepare letters in final fom., attach enclosures, and mail, sending incoming and copy of thc
response to OC. This task requires knowledge of subject arcas relevant to NiAID and
diplomacy in responding to politically or emotionally sensitive inquiries.

N. CONFERENCE MANAGEbIENT
Suppon conference and mecting management activities. This includes scientific confcrcnces, planning
registration, and lcchnical
meetings, press conferences, etc., and involves conference planning. logjs~ics,
-
support.

1'. GRAPITTCS SUPPORT

Provide graphic and design scrvices as necded for confcrenccs, presen~ations,communications programs
and special OC projects. Senices shall include, but not be limited-to, the design and production'ef-=-
~na~erihls (pamphlets, promotional fliers, fact sheets) suitabie for both print and Internet distribution,
tAing into account the special requirements of the World Wide Web; information luts; exhibits;
illustra~ionsfor booklets and audiovisual rnatcrials and packaging. Design and produce artwork,
including posters, tent cards, programs, folders, slides, somctimes with a short turnaround time.
Matcrials for printing should be designed using state-of-the-art desktop publishing capabilities. All such
scrviccs shall meet NlAID requirements. Emphasis must be on economy and quality with attention to
the restrictions on Government printing and audio\lisual products.

VI. WRITING SUPPORT

A. Research, write, and edit fact sheets, pamphlets, or reports. Contractor shall identify science writers
as nccded
. . . . - .
Writing must be tailorel to target audiences and must demonstrate familiarity with
subject matt;
- --
B. Develop or adapt materials for Spanish language audiences, some including graphics specifically
designcd for IClspanic populations

A. Prepare mass mailings, including printing or photocopying, stuffing, labeling and mailing,
sometimes within a 24 to 48 hour turnaround time.

Statement of Work
(611 1/97)
.-
z . -

B. Contractor shall print mail permit envelopes and labels and transport delivcrables to U.S. Post
,
Office.
-
Contractor will be responsible for working with Federal postal officials to k sure that all
requirements are met.

MII. ADP CAPABILITY


.-.. --

Contractor shall provide database and World Wide Web design, maintenance and technical suppon.
. - -- - <

A. Contractor must have capability of maintaining and upgrading existing databases and devtloplng
new databases or acquiring new sohvare as necessary that can be tailored for OC's needs. Exisbng
databases include mailing lists of health-care providers, constituenl organizations, and media
(approximately 6,000 names); a p ~ l b l ~inquiry
c vachng system; and a media inquiry trachllg syslern
used in OC.

B. Mailing list database must be updated at least weekly, and more often upon request by project
officer. Quarterly reports shall be provided, in consultation with project officer; annual printouts of
database shall be made available to project officer; printouts of subcategories may bc requested more
often. Contractor shall be responsible for all data entry and retrieval and printing of repons and
labels. -
.. -
C. Contractor shall provide World Wide Web expertise, if needed This may include des~gncapabjl~ty
to change graphic files on the NIAID Home Page or do other changes in design; formatting
documents, including scanning of charts and photographs, document design, html conversion of new
documents, and updates of currently posted documents; and poss~blesearch engine development.
The NMID Internet Home Page is supported on an NT Server operaling system (Version 4.(L)'All
publishable documents are possible candidates to bc placed on the NIATD Home Page. Therefore all
such documents that are rcquestcd for NIND shall be in a LntelPC format. In addition, the offeror
must provide an easy mechanism for the conversion of publishing io~matsto Inlemct formats
c u ~ ~ e n lsupported
ly by WID'Sdevelopment group. Presently NLAID is using OCfice 95 and beta
versions of Office 97, Front Page, HTML text files, and graphic Images in a standard format that
does no1 reiy on a y one gz,)hics package, such as GIF,JPG, and BMG.

D. Conrractor shall have daily access to Internet c-mail: Warid Wide Web, including browsers such as
Nctscape 2.0 or h4icrosoft ExpIorcr 3.X; Medlinc; Word Perfect 6.1 and MS Word 7.0; Mlcrosoft
Office; and Quark.PaeeMaker or other dcsktop publishing software. Soflware should he compatible
with NL4ID software and systems and should be upgraded as necessary.
-

- --
Contractor shall carry out exhibits program undcr [he guidance of the Project Officer.

A. Each calendar year, contractor shall propose a schedule of meetings that would be appropriate for
NlAlD materials and/or exhihits stating the rationale for attending and estimated costs.. After
presenting a suggested exhibit schedule, contractor and Project Officer shall decide on a firm
schedule. Contractor shdl prepare a detailed calendar. including locations and size of meetings,
which specific exhibit to be sent, datcs for matcrials shipment, and suggestions for relevant print
material, including quantities, to bc, distributed.

Sblement of Work
(611 1/97)
B. Contraclor shall be responsible for making arrangements for the exhibit space, for ~ h p p i n gcxhbit
and materials, and for staffing.

C . Contractor shall arrangefor shipment of exhibits and materials back to N W after meetings,
chechng on the condition of the returned exhibit and_recornrncnding
- necessary repairs. Contractor
shall prepare follow-up repom after kach.rneeting.

A. Prepare work plans and cost estimates, technical reports, and other contract administrative and
- management reports. These shall inclde, but not be limited to:

1. Startup plan. Provide a detailed startup plan showing how ongoing activities will be
transferred within 30 days of the contract award and how new support mechanisms will be
implemented within 60 days of the contract award.

2. Work plans. The Contractor shall prepare and deliver work plans, and related cost estimates,
initiated by the Project Officer within 10 working days.
--
3. Monthly status reports on all active war': pi:u;s !:j be delivered by the loUof the following . .- -.-
month.
. .
-

B. The contractor shall meet with the Project Officer at the National Institutes of Health, Bethesda, MD
at least once each month to discuss and review items of work 10 be assigned or already assigned
-z
but
zs .- -
requiring revision. These rneerrngs shall involve the Project 1)lrector and selected contractor staff as
designated by the Government Project Officer.

C. Provide messenger service between NIALD and the Contractor's location for daily pickup and
delivery of mail. The Contractor must have the capability to respond to emergency requests lor
pickup or delivery of material. Note: For proposal purposes, offeror can assl~rneapproximately 5
emergency pickups each month. Although most pickups and deliveries shall be between Contractor
and NIAID's office in Building 31, messengers should be prepared to pickup and deliver to other
NIAlD staff in the Solar Building on Executive Blvd., Rockville, Maryland, about 5 times each
month.

D. Thirty (30) days prior to end of cdakact, contractor shall cooperate fully with the designated staif of
the successor.-contractor, as requested by the Project Officer, to ensure a smooth transition of
activities. As requestcd by the Project Office, Conlractor shall deliver collected matenals, reference
- .- works, reports, raw data, artwork, cornpurer programs and mailing lists, printed materials,
correspondence, procedural manuals, developed under this contract, to the successor contractor. All
such materials must be carefully packaged and clearly labeled.

Staremenr of Work
(611 1/97)
.. New Task: Devclopmcnt and Maintenance of an XIAID Database of Clinical Trials

This task requires the development and maintenance of a da~abaseof all clinical trials
conducted and supponed by the National Institute of Allergy and Infectious Diseases and
the creation of a Web sire on which the darabase $11 be mounted. The Web site will
operate within NIAID's existing sire.

Thc-&tab&Tss~~llllihcludethe H I V I A I D S - ~trials
~ I ~rhat
~ ~ are
~ in the proloco1 databaje
maintained by the AIDS Clinical Trials lnfomation Service as well as all other open
NTAID trials conducted in the U.S. and abroad.

lni tially, the13 will be approximately 100 trials from thc D i v i s i o ~of~ illjcrobiolo,oy and
infectious Diseases and 10 trials from the Division of Allergy, Immunology and
Transplantation. There LV-illbe an estimated 30 new DMID trials per year and 5 to 10
DAIT trials.

Afier the clinical trials information is incorporated into rhe database, lay sunlmarier of
each protocol rvill be wrinen and included as part o f each record.

T I e ACTIS protocol darabase record structure will be us+dZasthE starting point, with
- .
modifications as necessary to accommodate the D h q D and DAIT trials. . -..

The Web s~icdevelopment ponlon of the W k will incirlde dcsign for the clinical trials
page. creation of a site map. HTML preparation of pages. development of a search
interface. resting and regular rnainrenance o f the sit?. dc~.elopmentof a system to collect .
- - - =;
and analyze usage sratistlcs, appropriate linkage to the NIH Clinic21 Center climcal trials-- -
datsbzse, and the addition of rneta razs to enhance search engine indexing.

This t&k will require an e s t ~ r n n ~ e2.000


d hours of labor over the n c n year.
Espanded U1eb Site Responsibilitics

The \Veb site respo~lsihiliciesfor this contract have been cspandcd to include daily maintenance
and updatin~of the site. incorporation of ne\+,material to rhe site, dcsign of new subsections, and
developnient o f a nC\r, struc[urt and desl~riw i r h ~ nt h e next year. This task \rlill require some .
cornplcx H T M L coding. hut the N I A l D Office of Commun~cationsstaff will do routine HTML
cod~n,o.Eiarnples of tasks w i l l be crearing P D F files in Adobe Acrobat, dcsignlng light graphics
for HTML versionc of parnphlets~developmenrof n e w subsections (esan~ple:the llewly created .- ..
A I D S \.accine poit,an of the N I A I N~e b s ~ r e ) . ~ v r - k \vlth
i i ~ g databases (example- the malaria .. -
repository questionnarre on the h.l~crob~ology a n d Infectious Diseases ponion of rhe Web site).
and crtarion of text-only versions of nets and ex~stingWeb pagcs.

I t is ejrirnated tliat thrs rask \\.ill require a minimurn equivalent of one fi~ll-timeperson, divided
arrlong grzph~cdesigners. Web manager. and HThllL coder Skills needcd would include
8
kno\r,lcdge o f Photoshop. Adobe Acrobat. .4dobe Illustrator. all necessary digita! graphic
tools. HTML (hand-coding knowledge csscntial but can use text editors); knowledge of
iavascripr and shock\vave a plus but not essential: kno\\ledsc of illeta tags and search
engines; knowledge of filc manngcrnenr sofiu.nre. search tools. log files as ~vellas strong
site management abilities: kno~vledgein p r o ~ r a m m i nis~not necessary. although an
understanding of and ability to communica~seffectively with programmers is fiecded.

NiAID Web sits: htrp:1/\~u~v.niaid.ni11.gov ATTACHMENT I


INVOIC~IFINANCINGREQJEST INSTRI!CTIOh!S
FUR NJH COS1'-REMBURSEMENT TYPE CON'I'KACTS, NlH(RC)- 1
Gtneral: The convaclor slrall submit claims for reimbursement i n the rnannrr and format descr~bedhrre'in and as illus~ratsdin the sample inloice~financin~
request.

Format: Standard Form 1031, "Publlc vouch& for Purchases and Services Other Then Prrsonal." and Shndard Form 1035, "Public Voucher for Purchases and Scrviccs Othcr Than
Shest," or reproduced cnpiks of such forrns rn;lrkcd OKIGINAL should be used to submit clai~nsfor rcinibursernznt. In lieu of<SF-1034and SF-1035, claims may
Personal-- Corlri~~uation
bc submitted on the payee's letter-head or self-designed fornr provided that rt contains the information shown on the sample invoicelfinancing request. j
6
. 5

Nurnhcr of Cupies: As irrdicnted ill the ~nvoic$~ubmissio~l


Clause in tt~ccontract. I
i
k

Frequency: Invoicesffinancing rcqucsls subrnittcd in accorditnce with the Pnymcnt Clnusc slrall hc submitted rrronthly un1es.s otherwise authorized by the contracting oficcr.
. ,
Cost Incurrence Period: Costs incurred rnust be within the contract perforrrlancc period or covered by precontract cost provisions.

Billing of Costs Incurrrd: If billed cosb includc: (I) casts of a prior billing period, h'uf not previously billed; or (2) costs incurred during the conuact period and claimed die.
'

conlrilct pcriod ha's expired, the a~nuirrlrand nrurrih(s) in whiclr such cos~rwere incurred shall be cited.
1,''
Contrnctor's Fisrnl Ye~tr: Invoiccs/finar~cir~grequcsts shall be prepared in such a rrranncr that costs claimed can be identified withthc contractor's fiscal year.,
I
Currency: All NIH contracis are cxprcsscd in United Slates dollars. Whcn pay~ncntsarc made ie a currcncy other than United States dollars, billings,on the conmacl shall be expressed.
and payment by thc United Statcs Governnient shall be made, i r ~that orhcr currency at amounts coincident wit11 actual costs incurred. Currency fluctuations may not be u basis OIgain nr
loss to the contractor. Notivithstanding the above, the total ot' all invoices paid under this cor~fractnray not exceed the United States dollars authorized.

Costs ltcquirirlg I'rior Approval: Costs rccluiring the contracting officer's approval, wl1ic.11 are not set forth in an Advancc Understanding in the contrnct shall be so ider~li!icd and
rcfcrerlce the Contracting Officer's Au!horization,(COA) Number. In addition, any cost set forth in an Advance Uudcrstanding shall be shown as a separate line ,jtcrn on the request, I
4'
Invoicr/Financing Request Identification: Each invoicelfinancir~grequest shall t)c identified as eithcr:

(a) Interim InvoicclContruct Fir~nncingRequest X These ;Ire interim payrnent requcsts'subnrittcd during [fit: contract perlbrtnarlce pcriod,

(b) Completior~Invoice X l'he colnpletion lrlvoice is subrnirted pronlptly upon complctio~rof the work; but hv Iiilcr than one year fro111the concrnct completion date, or w~thin120 2
al'tcr settlement of the final indirect cost ratcs covcring tbc year in wt~icllthis contract is physically completc (whichever date is larrr). The completion invoice should be subml. -
when all costs havc been assigned to tl~ccontract a~ldall pcrlbrmiuict: provisions have been cornplcted. ''

:c) Final lr~voiceX A tilldl invoice niily be rcquircd after tile amounts owed havc been settled t~etwcrnthe Government and tlre contritctor (c.g., resolution of all suspe~lsio~~s
and audit
exccptior~s).

:'reparation and Itemization of the Invnir.c/Finuncing Hcrluest: The contractor shall furnish tl~einl'ormation set furth in the enplanatory rlotcs below. These notcs tlre kcycd to the
:ntrics on the sample invoicdtinancing request.
i,

a) Designated Billing Ofice Name and Address X Enter the designu!cd billing olfic4l"alne and address, identified in ttlc Invoice Submirsicm Clause of the consact, 011 all copics of
the invoicelfinancing rcqucsl. 1;,
( 5 ) Prctniurn l'ay X List re~nuncrationin excess of (IIC basic hourly rate.

(6) Cons1lltant Fee X List fees paid to'consult;lnts. Identify consultant by nome or category as set forth in the contract's advance understanding or in the COA letter,, as well as the
et'lort (i.c., number of hours, Jays. ctc.) and rate being billed.

(7) Travel X Include domestic and foreign travel. Foreign [ravel is travel outside of Canada. thc Uriited States and its territories and possessjons. However, for an ot.gnnizatior
located outside Canada, the United States ant1 its territories 2nd pussessions. forcign travel means travel outsidc that country. Foreign trhvel must bc billed separutely hon
dorncstic travel.
\ I
1

(3) Subcorifract Costs X List subcontractor(s) by name and arrlounl billed.

(9) Othrr X List all other d~rectcosts in total unless exceeding $1,000 in amount If over $1,000, list cost elements and dollar arnounts &parately. If the contract contains
rcstrictio~~sOII any cosl element, that cost element must be listcd separately. I
1

(1) Cost of Money (COhf) ,Y Cite the COM iaccor and base in cffcct during tl~ctirrie 111e cost was incurred and for which reirnburscmcnt is claimed. ;
,.' ,
(m) Indirect Costs--01rcrhcnd X Idcntify the cost base, indirect cost rale, and amount billed for each indirect cost category.
I
(n) Fixed-Fee Earned X Cite tht: t'orlnula or method of cumputation for [he tixcd-fee (iT ally). The fixetl-fec niust be claimed as provided for by the cbntrnct.

(0) 'l'utal Amounts Cloinicd X Insert thc total :in\oi\nts claimed tor the current and cun~ulativeperiods.

(p) Adjustments X Include amounts conceded by the contractor, clutstnnding suspensions, andlor disapprovals subjcct to appcal.
/I
(q) GrandTotals

'I'l~ccontracling ofliccr rnay require the contractor to subn~itdrluiled support lor costs claimed on one or morc interim invoices/fir~nnci~~g
rcqucsls.

NIH 2706 (5192) (Formerly H1-IS-646)


(a) Hilling Office Nrrnlc ~ n Address
d (b) Invoicr/l--iauncing Requcst No. .

NATIONhL INSTITUTES OF HEALTH


National Cancer Inslilurc, RCB (c) Date I~rvoicePrepurcd
EPS, Ronm -
G 120 EXECUTIVE BLVD MSC -
Bcrhesda, MD 20892-- (d) Conrract No. and Effective Date
(e) Payee's Name and Address
(0 'Total Estimated Cost of Contract
ABC CORPORATION
100 Main Street
Anywhere, U.S.A. zip code (g) Total Fixed Fee

Attention: Narrtc. Title. and Plione Number


of Official to Whom Pavment is Sent
,,.I

reque5t represents ~etrnbursablecosts from Aug 1. 1982 through Aug 3 1, 1982


(h) ' ~ ' ~ Iir~vo~cclfinanc~ng
Is
\
(i) Arnour~tBilledQ) Curnulativc Amount
for Current Pertod From Inception
(k) Dirtct Costs
8
(I) D~rectLabor $ 3.400 $ 6,800
(2) Fringe Henetits 600 1,200
(3) Accountable Personal Properly
(Attach Fornr HHS-565)
Perl~~onentResearch 3,000 6.000
General Purposc 2.000 2,000
(4) hiaterials and Suppl~cs 2,000 4.000
(5) Prern~urnPay 100 150
(6) Consul(dnt Fee-Dr. Jones I day O 100 (COA #3) 100 100
(7) Travel (Don~estlc) 200 'I 200

(Porcign) 200 200


(8) Subcontract Costs -0- -0-
(9) Other -0- -0-
l'ot,~I Direct Costs 8 1 1.(iOO 520,650

(I) Cnst of Money (Factor) of O&~ro~nateRase) 2,400 3,600


(rn) Indirect Costs -- Overl~ead
9" of Direct Labor or Other Dase (Formula) 4,000 6,000
,n) F~xed-FeeEarncd (Formula) 700 :;, -!AB
(0) Total Art~nuntCla~med .F; 18,700 11 $3 1.650
1 p) Adjustrnenls it

Outstancj~ngSuspenstons L 1,700)

NIH 2706 (5J92) (Formerly HHS-646)


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qI!M: e3LJEpJ03jv y w o j s/w elaldwo3 :@ION
--
INSTRUCTIONS FOR COMPLETING FORhf NIH 2706
"FINANCIAL REPORT OF INDIVIDUAL PROJECT/CONTRACT"
GENERAL INFORMATION
h ~ o s e Form
. NIH 2206 is designed to: ( I ) provide a management tool for use by be h?H in monitorins the application of
financial and personnel resources to the MH contracts; (2) provide co~traclorswith financial and pcrsonnel management data
which IS usable in their management proceses; (3) promptly indicate porential arcas of contract underruns or overruns by
malung p o s s i b l e ~ ~ m p a i nof.s aclual.perfoxmancc and projections with prior cslima~cson indivtdual elzmenls of cost and
personnel; and (4) obtain contractor's analyses of cause and.effect of significant variations between actual and prior cstirnatcs
of financial and personnel performance.

.-

REPORTING REQUIREMENTS

Scope. The specific cost and personnel elemcnts to be reported shall bc established by mutual agrecmcnt prior to award. Thc
Covcrnmcnt may require thc cunwdctor to provide detailed documentation to support any element(s) on one or morc financial
reports.

Number of Copies and Mailing Address. An original and lwo (2) copies of the repon(s) shall be sent to the contracting
officer at ihe address shown OII thc facc page of the contract, no later than 30 working days aftcr the cnd of t l ~ cperiod
reported. However. the contract may provide for one of the copies to be sent directly to the project oficer.
--

REPORTWG STATISTICS
.

. .

A modification which extends the period of performance of an existing contract will not r q u i r e reporting on a sepantc Form
NIH 2706,except where it i s determined by the contracting officer h a t separate reporting is necessary. Furthermore, whcn
incrementally funded contracts are involved, each separate allotment is no1 considered a srpiuate contract c n- t.-- ~ t--.:-
y(only a
funding action). Therefore, the statistics under incrrrnen~allyfunded contra& should be reparted curnulativ~lj;Eom tltc
~nczptionof the contract b o u g h completion.

Definitions and Instructions for Completing Form N M 2706. For thc purposc o i establishing expenditure categories in
Column A, the following definitions and insauctions will be utilized. Each contract will specify the categories to bc reported.

(I) k'cy Pcrsonncl. Includc key pcrsonnel ~cgardlrssof annual salary ratcs. A11 such ind~vidualsshould be listed by
namcs and job titles on a separate line including those whose salary is not directly charged lo the contract but whosc
effort is directly associated with the contract. The listing must be kcpt up to dare.

(2) Personnel--Other. List as on: amount unless othcnvise rrquired by the contracL

(3) Fringe Benefits. Include allowances and services providcd by the contractor to employecs as cornpcnsation in addition
to rcgular.salaries and wages. If a frinp benefit rate(s) has been esrablished, identify the base, nte, and amount bjlled .a ..
. . -
for each categoq. If a rate has not been established,-the various fringe benefit costs may be required to be shown
~ ~ & a t e & Fringe
. benefits which are included in the indirect cost ritc should not be shown here.

- - (4) Accountable Personal Property. Include noncxpendable personal propcrty with an acquisition cost of 51.000 or morc
and with an expected useful lifc of two or more ycars, and sensitive items regardless of cost. Form HHS 565, "Reporr
of Accountable Propeny," rnust accompany the contractor's public voucher (SF 1034lSF 1035) or this report if not
previously submitted. See "Contractor's Guide for Corltrol of Government Propeny."

(5) Supplies. Include the cost of supplies and material and equipment charged directly to the contract, but excludes rhc
cost of nonexpendable equipment as defined in (3) above.
-
(6) Inpatient Care. Include costs associaled with a subject while occupying a bed in a patient care setting. It normally
includes both routine and ancillq costs.
ATTACHMENT I V

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