FOR COMMERCIAL ITEMS NUMBER PAGE 1 OF 37 OFFEROR TO COMPLETE BLOCKS 12CONTRACT No 3 4 ORDER NUMBER NUMBER 6. SOLICITATION ISSUE DATE DATE 05/01/2019 63NLR819F0039 0. NAME b. TELEPHONE NUMBER (No collect DUE 7. FOR SOLICITATION calls) LOCAL TIME INFORMATION CALL: 9. ISSUED BY CODE 63m 10. ISD UNRESTRICTED OR. SET ASIDE: 100 FOR: NLR Headquarters - MKMA 1015 Half Street SE .SMALL BUSINESS El EN-OWNED SMALL BUSINESS (WOSBHUBZONE SMALL NAICS: DISADVANTAGED 541990 EISERVICE-DISABLED SMALL . VETERAN-OWNED - BUSINESS (EDWOSB) SIZE STANDARD BIN SMALL BUSINESS 11. DELIVERY FOR FOB DESTINA- TION UNLESS BLOCK IS MARKED 12. DISCOUNT TERMS Net Days - 3o 13b. RATING 138. THIS CONTRACT IS A RATED ORDER UNDER DPAS (15 CFR 700) 14. METHOD OF SOLICITATION SEE SCHEDULE . RFO IFB REP 15. DELIVER To CODE I '16. ADMINISTEREDBY CODE [mm See Schedule NLR Headquarters 1 1015 Halt Street, SE Washington, DC, 20570-0001, US ?3 CODE lLocmness-m I FACILITYI PAYMENT WILL BE MADE BY CODE CODE AA TEMPS 344 COMMERCE ST ALEXANDRIA, VA, 223142802, US TELEPHONE NO. El 17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER NLR IBC Location DOI - Interior Business Center, _7301 West Mansfield Ave Denver, CO, 80235-2230, US NLRB Payments MS D2737, 18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCLK 18a UNLESS BLOCK SEE ADDENDUM 19. 20. ITEM NO. SCHEDULE OF BELOW IS CHECKED 22. . UNIT 21. 23. 24. QUANTITY UNIT PRICE AMOUNT See Schedule (Use Reverse and/or Attach Additional Sheets as Neces sary) 25. ACCOUNTING AND APPROPRIATION DATA See Schedule E72713. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.2124. FAR 52. 27b ORDER INCORPORATES BY REFERENCE FAR 52. 212-4. FAR 52. 212- 5 IS ATTACHED. ADDENDA 28 CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL SHEETS SUBJECT TOITHE TERMS AND CONDITIONS SPECIFIED 26. TOTAL AWARDAMOUNT (For Govt. Use Only) $56,166.40 ARE EARS NOT ATTACHED DARE NOT ATTACHED 29 AWARD OF CONTRACT: REF. Quote OFFER DATED YOUR OFFER ON SOLICITATION (BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH HEREIN, IS ACCEPTED AS To ITEMS: 212-3 AND 52.212-5 ARE ATTACHED. ADDENDA 308. SIGNATURE OF 31a. UNITED AMERICA (SIGNATURE OF CONTRACTING OFFICER) IDigItally signed by DELFINA ST DELFINA ST 30b. NAME AND TITLE OF SIGNER (Type or print) 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (Type or print) St. Clair, Delfina 04/30/2019 19. 20: . "21. 22. 23. 24. ITEM No. SCHEDULE OF QUANTITY UNIT UNIT PRICE AMOUNT See Schedule 32a. QUANTITY IN COLUMN 21 HAS BEEN RECEIVED INSPECTED ACCEPTED, AND CONFORMS To THE CONTRACT, EXCEPT As NOTED: 32b. SIGNATURE OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE 329. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELPHONE NUMBER OF AUTHORZED GOVERNMENT REPRESENTATIVE 32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE 33. SHIP NUMBER 34. VOUCHER NUMBER IPARTIALI CORRECT FOR 35. AMOUNT VERIFIED '36. PAYMENT 37. CHECK NUMBER COMPLETE PARTIAL [3 FINAL 38. SIR ACCOUNT NO. 39. VOUCHER NUMBER 40. PAID BY 41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT ?42a. RECEIVED BY (Print) 41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41;. DATE 42b. RECEIVED AT (Location) 42c. DATE 42d. TOTAL CONTAINERS STANDARD FORM 1449 (REV. 3/2005) BACK 63NLRB19F0039 Page 3 of 7 TABLE OF CONTENTS: 1. Listing of Incorporated Purchase Requisitions.. - . .. 4 2. Supplies or Services and 4 3. Packaging and Marking 5 4. Inspection and Acceptance Terms -. 5 5. Delivery or .. - 5 6. Contract Administration Data - 6 7. List of Documents, Exhibits, and other -. 7 8. Contract Clauses ., . 7 1. Listing of Incorporated Purchase Requisitions 63N LR319F0039 Page 4 of 7 Incorporated Purchase Requisition Numbers: 2. Supplies or Services and Prices/Costs Number Provide Legal Services for Agency Rulemaking in accordance with the Statement of Work. (NTE 160 Hours/Month without :Firm Fixed Price Unit Price Description: uisitions Referenced IDV Line Funded Amount IDC Type: Not Applicable FSC Codes: R499 PROFESSIONAL: OTHER NAICS Code: 541990 All Other Professional. Scienti?c. and Technical 8. Item Number Base Item Supplies/Services Quantity Unit Number . 0002 0001 OPTION: Provide Legal Support EA Services for Agency Rulemaking in infomlation accordance with the Statement of Work. (NTE 160 Hours/Month without prior approval) Contract TypezFirm Fixed Price 1 Unit Price Description: Purchase Line Option: Option Time Date: Option Time Duratibn: Option Time Units: IDC Type: .FSC Codes: NAICS Code: 1 9/1/19 181 Days Not Applicable Extended Price A - Funded Amount R499 SUPPORT- PROFESSIONAL: OTHER 541990 All Other Professional, Scienti?c. and Technical 8. 63NLRB19F0039 Page 5 of 7 3. Packaging and Marking None Inspectionv?and Acceptance Terms None Delivery or Performance Line Item: 0001 Period Of Performance Start Date Period Of Performance End Date Period 'Of Performance Address 5/1/19 8/31/19 NLR Lecation 'National Labor Relations Board . 1015 Half Street, SE Washington DC US 20570-0001 Line? Item: 0002 PeriodOf Performance Start Date Period Of Performance, End Date Period Of_'Performarice Address, 9/1/19' 2/29/20 NLR Location NatiOnalLabqr Relations Board 1015 Half Street, SE Washington DC 20570-0001 Page 6 of 7 6. ContractjAdministration Data Total Obligated The Obligated Amount is broken down by line of accountingras follows: Contract ACRN: 1 Clin Requesting Of?ce Address NLR Headquarters 1015 Half Street, SE Washington DC 20570?0001 Phone: 202-273-1000 Fax: Contact Details: Property Administration Of?ce Address NLR Headquarters 1015 Half Washington DC 20570-0001 Phone: 202-273-1000 Fax: Contact Details: COTR Of?ce Address NLR Headquarters 1015 Half Street, SE Washington DC 20570-0001 Phone: Fax: Contact Details: Issuing Office Address NLR Headquarters 1015 Half Street,' SE Washington DC 20570-0001 Phone: 202-273-1000 Fax; Contact Details: Submitl nivoices, To Address NLR IBCHLocation DOI interior Business Center NLRB Payments MS D2737. 7301 West Mans?eld Ave Denver CO 80235-2230 Phone: Fax: Contact Details: 63NLRB19FQO39 Page 7 of 7 Administration Office Address NLR- Headquarters 1015 Half Street, SE Washington DC 20570-0001 Phone: 202?273-1000 Fax: Contact Details: St. Clair, Del?na Remit To Of?ce Address NLR IBC Location DOI Interior Business .Center NLRB Payments MS West Mans?eld Ave Denver CO 80235-2230 Phone: ?Fax: Contact Details: List of Documents, Exhibits, and other Attachments File Attachments: 7 . . Title Description . File?Name: . Entity Reference 7 Ardelle Pricing Ardelle Pricing A37 Header Worksheet Worksheet Wor.ksheet.15520612003 Ardelle Pricing Quote Ardelle, PriCing Quote A37 ARDELLE- Header Ardelle Technical ,A?rdelle Technical Quote A37 ALLPROTe'chnical Header Quote. ResponseLpdt a 7 . . RFQ Clar?ciations RFQ, Clari?cations - Header Statement of Work Statement of Work 801' 44le Statement of Header Work - Legal Support Services for 8. Contract Clauses ClauSes incorporated by reference None Clauses incorporated by full text None STATEMENTIOF WORK. TITLE LegalISupport Services for Agency Rulemaking 2. In December 2017, the National Labor Relations Board or ?Agency?) published a? Request for regarding rulemaking as to its representation procedures, and in September 2018 the Agency published a Notice of Pr0posed Rulemaking as to its joint-employer standard. The Agency is considering engaging in additional rulemaking on labor law matters. Thousands IoIf comments have been ?led by the public in response to the Request Ifor Information and the Notice of Proposed Rulemaking. In accordance with the Administrative Procedures Act, the Agency must now undertake a review of the public comments submitted in response to its rebent rulemaking actions and Would need to conduct similar reviews of comments collected in response to future rule'making. Legal suppOrt services are needed to assist with the posting, review and categdriZation cf the comments received, as well as With summarizing of the comments 3. OBJECTIVE The overall objective of this Task Order is for the contractor to provide legal staff to assist with the review of comments received in response to Agency rulemaki'ng, The review will include categOriIzation of the nature of each comment, posting of the comments, and summarizing of the Comments received. SPECIFIC TASKS The tasks involved in the Task Ordermayinelude: a) Review of comments submitted. Review ofthe comments submitted in reSpOnse to the rulemaking will include conducting initial reviews of comments and posting of the cements online, as well as assigning pre- determined categories to each comment. A single cement may have more than one category assigned to it depending on the issues, arguments or examples set forth in the comment. b) Summarization of comments submitted.- Legal staff may be asked to summarize the content of comments- received in a particular pre-determined category. 5. REPORTING REQUIREMENTS The Contractor'shall document the efforts performed in the completionof each task in a detailed status report due on or before the 15th calendar day of each month,- and with interim status reports, as required; the status reports Will include at a minimum: a) The Report shall address completed tasks, ongoing work, future requirements, and a discussion of activities that map back to the tasks including a summary of brie?ngs/meetings and accomplishments during the reporting period, including: 1) Milestones achieved; 2) Anticipated activity for the next reporting period; and 3) Problems encountered or anticipated. b) If necessary, a quarterly review shall be Conducted between the Contractor, COR and Contracting Of?cer The meeting shall be held at the Government program of?ce location, or as otherwise designated by the program of?Ce. At the meeting, taSks allocated to the Contractor shall be reviewed along with progress towards- their completion Any potential problems that may adversely impact successful completion of the tasks, overall Task Order costs and schedules will be identi?ed along With the necessary mitigation actions. 6. QUALIFICATION REQUIREMENTS a) Law ClerkI 1) Responsibilities/Duties: Works under the direction of the Project Supervisor. Performs complex legal review of comments submitted in rulemaking. Identi?es issues and legal arguments made in comments and assigns all appropriate categories to each comment. Assists in preparing summaries of comments as required. Assists with posting of cormnents online as needed- 2) Quali?Cati'ons: Law degree, or currently attending an ABA- accredited law Ischoo'l, having cemp-leted at least one year of study. Requires sound Working knowledge of federal and state court systems, legal research procedures, legal research resources and legal issue identi?catiOn and analysis. Requires excellent written and oral communication skills. Must have hands- -on familiarity with a variety of computer applications, including word processing, databases (such as d0cumenIt review and ?le management systems), excel spreadsheets, and imaging. Ability to consistently deliver high quality work under pressure will be very important. b) Paralegal 1) 2) Responsibilities/Duties: Works under the direction of the Project Supervisor. Performs legal review of comrl'nents. submitted in rulemaking. Identi?es issues and legal arguments made in comments and assigns all appropriate categories to each comment. Assists 1n preparing summaries of comments as required. Assists with posting of comments online as needed. Quali?cations. Requires paralegal certi?cate. An equivalent level of legal training may be substituted with 'the approval of the COR. At least one year of paralegal experience required. Automated litigation support experience valued. Must have basic legal knowledge, including ability to identify legal 1ssues. Reqtiires excellent written and oral communication skills, thorough knowledge and hands- -on familiarity with 1a variety of computer applications, including word processing, databases (such as document review and ?le management systems), excel spreadsheets, imaging, and hardware systems. Role also requires basid familiarity with e-discovery procedures and resources. Ability to consistently deliver high quality work under pressure will be very important. 7. PLACE AND PERIOD OF- PERFORMANCE, WORK DAYS, AND TRAVEL a) Place of Performance. NLRB Headquarters, 1015 Half Street, SE, Washington DC. 20570 b) Period of Performance: Time of award through four months with option to extend up to anadditional six months. 8. RESTRICTIONS SPECIAL REQUIREMENTS None 9. POINTS OF CONTACT Technical Representative: Name: Christine Lucy, Chief of Staff Agency: National Labor Relations Board Street Address: 1015 Half Street S. E. City, State and Zip code (9 digit): Washington, DC 20570-0001 E-Mail: Phone: 202-273-3914 Contracting Of?cer: Name: Del?na St Clair, Contracting Of?cer Agency. National Labor Relations Board Street Address. 1:015 Half Street S. E. City, State and Zip code (9 digit): Washington, DC 20570-0001 E-Mail: Phone: 202-273?4212 10. PROJECT MATERIALS GOVERNMENT FURNISHED EQUIPMENT (GFE). The individuals will be provided with a computer and appropriate workspace. with 18 U.S.C. 1028. Identi?cation shall be displayed above the waist and 1n plain view at all times within NILRB facilities and property. Loss of identi?cat on or access control media must be reported immediately to the or security authority. The Contractor shall ensure each Contractor employee acCesses'idn-ly those areas, rooms, facilities, information systems, assets, anld information for which they are speci?cally app?rOved. This includes ensuring access control media and system user ac count privileges do'not exceed the authorized accesses. Termination of Access The Contractor 'shall establish a process which ensures noti?Cation to of?cials identi?ed by the CO, such as the COR and/or security'activity, and disabling of facility and information system accesses, immediately upon determination that a Contractor employee no longer requires access to NLRB infermation, information systems, assets and/Or facilities. When it is determined a contractor employee will have temporary absence exceeding 10 days, all physical accesses and system user accounts shall be disabled during the period of absence. When it is determined a Contractor employee no lenger requires ace ess, all identi?cation and access media and all materials and equipment in possession of or charged to the employee all be returned immediately upon termination of- access. Inspection on Entry/Exit and Prohibited Items All persons and vehicles entering and existing NLRB property are subject to search. speci?c search criteria are established uniquely for each facility and will be identi?ed to the ContractOr separately. Unless speci?cally required 1n the performance of this Contract, permitted by the Chief Security Of?cer or Bureau Head, or otherwise permitted by law, the following items and materials are. prohibited on or within facilities and property owned, clontrolled or operated on behalf of NLRB: a) Illegal drugs, paraphernalia, alcohol, and contraband Firearms, ammunition and other weapons c) Explosive materials and incendiary devices (1) Tear gas, cheniucal agents, hazardous substances (Mace and other personal protec'tiOn deviCes must be speci?cally approved by the 1 cal security authority) e) Pornographic, iffensive and other materials inappropriate for the workplace Privately owned cameras and electronic equipment, including computers, radios, electronic recording and/or transmission devices. Exceptions to the above will be speci?cally identi?ed by the separately. See also Information Systems below. Information Systems Use of Government provided information system Contractors shall access only those information systems speci?cally identi?ed by the Those Contractor employees authorized to use Government owned/controlled information systems shall; prior to ?rst use and periodically thereafter, receive a security brie?ng on proper security procedures and permitted andiprohibited uses. Security awareness training shall be' 1n accordance with Of?ce of Chief Information Of?cer security policies arid will include: policies concerning personal and internet use; virus protection; useraccounts; modi?cation of so?ware and hardware; and rules of behailior for the system. Except as otherw1se required, Contractor personnel are prohibited from accessing, copying, manipulating, deleting, or otherwise affecting information or data processed Or stored by NLRB information s'ystems. Use of Contractor provided information systems Unless speci?cally authorized by the local responsible security of?ce, Contractor owned, and privately-owned electronic equip ent are prohibited within NLRB facilities This includes all computers, computer equipment and accessories, storage media, software, communications equipment e. cell phones), and all devices with recording and/or transmission capability Recording capability includes but is not limited to capturing any form of image, sound, or electronic signal. a Contractor and privately?owned equipment, including computers, storage media, portable storage devices, and all electronic devices, shall not be connected 1n any manner to any NLRB owned or controlled information system, without speci?c approval of the CO. Contractor owned information systems must be approved by the CO prior to introducing or Otherwise procesSing NLRB information, The requirements for protecting information or information systems will be identi?ed separately by the COR. 7Contract0r owned information systems usedto process classi?ed informatiOn shall be 1n accordance with the National Industrial Security Program Operating 1 Personnel Security Executive Order 1,0450 Security Requirements for GOvemment Employment, requires!- that a background investigation be conducted on- all personnel working fOr the government. All contractors will be required to undergo a background investigation commensurate with the position sensitivity of the job they are asked to perform for the NLRB. The applicant will hav? to complete forms via EleCtronic QueStionnaires for Investigations Processing QIP) Gateway within 5 days of rdceiving instructions from the specialist. The standards for these suitability determinations can be found 1n CFR 5 731. 201. The instructions will also provide directions on how the Contractor will undergo Homeland Security Presidential DireCtive -12 identi?cation protocols for receipt of government contractor identi?cation upon clearance. The Contractor shall comply with the 3 Personnel Identity Veri?cation Processes (PIV), that implements HSPD- 12, Of?ce of Management and Budget (OMB) guidance M- 05- 24, and Federal Information Processing Standaird (FIPS) 201. All positions at NLRB must meet minimum investigative requirements outlined in HSPD-12, which tequires all government, ?contractor, and consultants to have a National agency'Check with Written Inquires (NACI). lAll on site contractors must adhere to the personnel security procedures prior to beginning work with the NLRB. CLAUSESINCORPORATED BY REFERENCE FAR 52.204?9 Personal Identity Veri?cation of Contractor Personnel (Jan 2011) CLAUSES INCORPRATED BY FULL TEXT FAR 52.217-8 Option to Extend Services (Nov 1999) The Government may require continued performanCe of any services within the limits and at the rates speci?ed in the contract. These raites may be adjusted Only as a result of revisions to prevailing labor rates provided by the secretary of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder shall not exceed 6 months. The Contracting Of?cer may exercise the optiOn by written notice to the Contractor at any time. (End of Clause) FAR 52.217-9, Option to Extend the Term of the Contract (Mar 2000) The Government may extend the term of this contract by written notice to the Contractor within 15 days prio to contract expiration; provided that the Government gives the Contractor a preliminary written notice of its intent to extend at least _3 0_ before the contract expires. The preliminary notice does not commit the Government to an extension. If the exercises this option, the extended contract shall be considered to include this?option clause. (0) The total duration of this contract, including the exerCise of any options under this clause, shall not exceed _10 Months (months) (years). (End of clause) Contract Administlration Data All contract aeministration must be effected by the Contracting Of?cer except as delegated to the Contracting Of?cer? Represeritative (COR) In no event will any modi?cation, change order or other matter in deviation frOm the terms of scope of this contract be effective or binding unless formalized by_ proper contra?tual documents by the Contracting Officer. In the event the Contractor makes any changes to the terms or scope of this contract at the direction of any person other than ContraCting Of?cer, the change will be considered to, have been made without proper authority and no adjustment will bei made 1n the contract price to cover any increase in costs incurred as a result thereof. (End of clause) Contracting Of?cer?s RepreSentative (COR) Contracting Of?cer?s Representative (COR), for the Contract resulting from this solicitation will be designated at time of award. . The COR is responsible, as?ap'plicable, for receiving all deliverables, inspecting and accepting the services provided hereunder in accordance with the terms and conditions of this contract; providing direCtion to the Contractor which clari?es the contract effort; ?lls in details or otherwise serves to- accomplish the contractual Statement ofWork; evaluating perforrlnancerand certifying all invoices/vouchers are acceptanCe of the services furnished for payment. The COR does not have the authority to alter the Centractor obligations under the contract, and/or modify any of the expressed terrns', conditions, speci?cations, or cost of- the agreement. If as a result of technical. discusSion, it is desirable to alter/ehange contractual obligations or the Statement of Work, the Contracting Of?cer shall 1ssue such changes. 1 (End of clause) 9 National Labor Relations Board RFQ 1353736 Legal Support Services for AgencyRulemaking 1. Is there currently an incumbent company, who has a similar contract performing these services? No,? this IS a new requirement. 2. If so- .can you please provide incumbent contract number, dollar value and period of performance? Are you satis?ed with incumbent perfo?hance? 4. If there is a contract in place, can you please provide the person name and contact detail of the individual who is actually performing these services? 5. Is this contract covered by the E0 13706? No. 6. Is this position covered by the DOL If so, what occupation code is preferred to be utilized for this requirement? No, this' is a nonperSonal services contract. 7. Is this full time position or part time? This Will be a full time position. 8. The ?rst POP 1s listed as 4 months, 3/26? 7/25. During this time frame, there are 86 working days per person. 86 days 8 h0urs per day 688 hours per person, 2'peop'le- 1376 hours dining the 4 month POP,_instead of the 1280.. total hours the NLRB :is, requesting. This occurs because not every. month has 160 hours. Similarly, if the 6 month option is executed (7/26/19 there are 124' workable days 8 hours per day? 992 people=?1984 This too leads to a shortfall 1n the requested hours (320 6 months ?1920 hours). Please revise the request, or indicate to industry if resources will not be working past 160 hours each per month. Award will be awarded as ?Not to Exceed 160 hours/month?. National Labor Relations Board Legal Support Service for Agency Rulemaking Volume I Technical March 15th, 2019 Request for Quote Attn: Del?na St Clair By: Ardelle" Associates, Inc. Art orcey, Vice President aforcey@ardelle.com 7002N Little River Turnpike Annandale, VA. 22003 DUNS: 18-118-5570 Veri?ed Veteran-Owned Small Business Cage Code: Ardelle acknowledges all amendments and clari?cations Ardelle agrees with all terms, conditions, and provisions included in solicitation Ardelle Associates . . This proposal includes data that shall not be disclosed outside the Government and shall not be duplicated, used or disclosed, in whole or in part, for any purpose other than to evaluate this proposal. Some parts of this document, as identi?ed on individual pages. are considered to be privileged or con?dential trade secrets or ?nancial information not subject to the mandatory disclosure per the Freedom of lnfonnation Act. 4 Ardelle Associates Inc. Legal Support Services for Agency Rule Making March 2019 Volume I Technical Proposal A. Technical Approach 2 Executive Summary 2 AJ. Federal Services Expertence3 A.2 Management 4 A.3 Staf?ng 5 A4 Key Personnel and Resumes B. Past Performance Department of Interior/OSOL/I TLOI 6. 3.2 United States Environmental Protection Agency/Region 1017' 3.3 Department ofJustice (DOD/Criminal Division 18 This data or information is considered con?dential and or privileged, and is not subject to mandatory disclosure per the Freedom of Information Act Volume I ?.Technical Proposal Page 1 of 19? Ardelle Associates Inc. Legal Support Services for Agency Rule Making March 2019 Volume I Technical Proposal A. Technical Approach Executive Summary Established in 1980 as a veteran-owned business Ardelle Associates Inc. (Ardelle) is a veri?ed small veteran-owned company that provides legal and litigation services -We are experienced 1n legal analysis and research, FOIA support, and litigation support. In the. last three years, Ardelle has hired over 89 attorneys and paralegals to support the federal government in Washington DC. Our recruiters are eXperts in recruiting, screening, interviewing, and hiring attorneys and paralegals 1n both large cities and remote locations Over the last 30 years with the use of 2 GSA schedules, the recruiting team has developed an extensive network of contacts throughout the United States that allows us to respond to task orders Within 24 to 72 hours Ardelle has supported contracts in over 20 states including washington DC. Thesecontracts include legal and professional support .of the same nature and scope as described in th-iskRequest for QUote We are: 0 Process Driven: Webelieve in process design and continu'ouslimprovement, and we practice it every day 'in the development and delivery of servicesto our customers; 0 People Centric: People are the core of what we do and. who we are, and we work hard to develop and retain our staff knowing that c0ntinuity enhances quality; the result 18 one of the highest retention rates in our industry; 0 Customer Focused: Nothing makes us happier, nor is anything mere important, than the satisfaction of our customers and we work hard every day to develop management and communication practices to assure we attain Our goals. Ardelle Associates We Offer the Best Value! Ardelle? 3 core values, like those of the NLRB, are built on traditions of excellence to meet the challenges of the future by providing the best possible service to our clients and staff. Our key include: Ardelle? People: We value'and support an inclusive, engaged, and diverse Workforce capable of providing World- class performance and continuous improvement. Ardelle -s legal clerks haVe j'uris doctorates and have passed a state bar and Our paralegals are certi?ed. Highly Experienced Team: 1. Experienced: ProViding Litigation SuppOrttArdelle has'been? delivering litigation and legal research Support personnel for over 30 years. In the past three (3) years; We haVe sucCess?JIIy worked with 15 different Federal Agencies, employed Over 89. personnel (legal labor categories as required under this solicitation) in over 20 states and Washington DC We experienced with all 9 FOIA exemptions, legal research methods, and document review and have demonstrated ability to handle large volumes of responsive decum?ents and process them on an acceptable timeline. Experienced Staf?ng: Ardelleis pro?cient in identifying, screening, recruiting, hiring, and'retaining legal personnel in Washington DC and nationally. We have a This data or information is considered confidential and or privileged, and is not subject to mandatory disclosure per the Freedom of Information Act Volume Technical Page 2 of 19 Ardelle Associates Inc. Legal Support Services for Agency Rule Making March 2019 Volume I Technical Proposal track record of staf?ng on all soope of work required labor categories, have a proven recruiting methodology, the ability to recruit? ?outside the box? ,a recruiting manager with over ?fteen (15) years? experienCe- supported by a strong recmiting team. 0 Bench of Legal Personnel. Ardelle has identi?ed a bench of 10-15 legal clerks and, 10- 15 paralegals ready to support/back support National Labor Relations Board (NLRB). We have identi?ed current personnel able to undergo the r1gorous clearance process for the Federal G0vernrnent. This greatly shortens contractors to attain a. badge and begin work an actively managed database of over 500 screened legal support personnel, of which a large portion reside in the 'Washington DC area. 0 Top Secret Facility Clearance: Ardelle understands what it takes to recruit and retain personnel that require MBIs. Sponsored by the Department of Justice, Ardelle is the process of obtaining top secret facility clearance. _i Intense Customer Focus and Commitment: Dedicated to excellence, service, and support, we recognize that strong client relationships are not built overnight. They require ongoing commitment to a level of customer service that far exceeds the terms of any contract Over 75% of our work comes from existing clients. Again, nething' is more important than the satisfaction of our customers. We work hard every day to develop .management and communicationpractices to assure we attain our goals. I Federal Services Experience Ardelle understands the essential importance of legal and litigation support in the Federal Government. For over 30 years, we have provided support services through our attorneys and paralegals, helping Federal agencies maintain their operations. Below are 6 examples which Ardelle has provided litigation?and legal support to the federal- government 1. Department of the Interior (DOI): Ardelle provided litigation and FOIA support to the Department of Interior in the largest class-action suit ever ?led by Native Americans against the? federal government. We processed large volumes of relevant documents in a timely. Deployed to Washington DC, Albuquerque, NM, and Kansas City, MO, Ardelle?s attorneys and paralegals recorded repositories to assist reviewing documents to be produced for discovery. rEquests. The key objectivesare (1) sort and inventory records either in paper or electronic form, (2) review each .docMent for privileged, con?dential or otherwise protected information, (3) identify each part of every document that falls within relevant privilege and/or protection and (4) safeguard records and completed review information. 2. Department of Justice US Attorney?s Office Newark-NJ: Ardelle provides know1edgeable and experienced paralegal support, to prOvide technical and analytical assistance involving. Litigation Support and two or more other I-T Specialty areas which support the information management needs of the United States Attorney's office. 3. Department of Justice/United States Attorney?s Of?ce Western District of Kentucky: Ardelle7s primary function is to support the fact witness management process This data or information is considered con?dential and or privileged, and is not subject to mandatory disclosure per the Freedom of information Act Volume I TechniCal Proposal Page 3 of 19 Ardelle Associates Inc. Legal Support Services for Agency Rule Making March 2019 Volume I - Technical Proposal by completing and processing travel vouchers; arranging for witness 'traVel and lodging; working directly withswitnesses to ensure appearance for court, pre-?trial conferences, and grand jury; and coordinating withrother agencies as required, among other duties. Additionally Ardelle is to reduce the delay in witness payments and enable Victim- Witness personnel to increase the quality and quantity of direct services. . Federal Trade Commission (FTC): Ardelle provided litigatiOn support to FTC by reviewing, analyzing, public comments regarding the preliminary proposal of the Interagency Working Group on ?Food Marketing to Children. This included including preparing exhibits, exhibit list, and fact and-expert witnesses. We assisted with ?ling of briefs and motion and were responsible for review and analysisof documents; summary of documents and deposition transcripts; and identi?catiOn of key documents to assist counsel with burden of proof. . Federal Housing Finance Agency (FHFA): Ardelle provided FHFA discovery and litigationtrial support for the case against the Fannie Mae and Freddie Mac of?cers. With the use of electronic data retrieval systems and databases (WIN STAR) togsupport discovery materials, Ardelle supported the federal government in appeals of litigation. United?Stateerepartment of Agriculture (USDA): Ardelle provides with contract attorney support to assist with FOIA-backlog by processing FOIA requests and FOIA appeals. The backlog must be reduced in order to reduCe the possibility of additional lawsuits demanding production of overdue. responsive documents. A.2 Management Our Program Team is organized based on a well-tested, customer-focused management structure to support the NLRB. The success of this customer-focused management structure 'will be furtherenhanced by utilizing a cOrporate executive steering committee. Project Manager The heart of Ardell?e?s project organization will be our p'ropoSed Project Manager (PM), P11 is ouri?illy empowered ?Ardelle single point-of-contact with direct responsibility and authority within our streamlined management structure for the overall and day-to-day project operation and success. He will ensure adequate oversight and all work is accurate, timely, and complete. Methodolong?or Resolution of Issues and Poor Performance Ardelle strives for stability and quality, which means that we take every step to achieve 100% performance on this contract. The fact of the matter is that issues will occur and it?s how we respond to them that matters. When an issue does occur, We will address it quickly as we have done on other contracts similar as this contract._ Table Plan, to'Ensure Problem Resolution -. HighLevel Summary Minimize potential issues. Identify possible problem areas and determine resolution approaches before they occur. This data or information is considered con?dential and or privileged. and is not subject to mandatory disclosure per the Freedom of Information Act Volume Technical Proposal Page 4 of 19 Ardelle Associates Inc. Legal Support Services for Agency Rule Making . March 15th 2019 Volume I Technical Proposal Identify that aproblem exists. Identify the desirable end-state or outcome. De?ne alternative methods?to achieve the desired outcome. Select the approach. De?ne the requirements and Speci?cations by which to implement the approach. Implement the solution. Measure the success of the result or outcome. Close with the client and cUstOmer. Complete full documentatiOn of the event, resolution, and record lessons learned. Review problem and reso1ution in'weekly meeting with entire team; Document Lessons Learned and initiate rc-training as required. A. 3 Staff'mg_ The success of any organization depends on the quality and kn0w1edge of its people. With over 30 years? experience in reCruiting and retaining legal professionals nationally, Ard?elle recruits and employs only the highest quality people Ardelle has provided litigation and legal Support in over 20 states, including Washington DC. Ardelle has a wealth of experience in recruiting paralegals and attorneys fOr both long term and short term jobs Because providing litigation and legal services is a core competency of Ardelle, we are able to attract top candidates for short term assignments to previde disCovery and litigation support) We simply move Our staff to similar jobs supporting other agencies as contracts end. This allows us ensure we are utilizing proven top talent, all the while, providing continualemployment to our employees. Our highly effective pro'CeSses, summarized below, - result in retention rates that are aboVe the average among Federal Government centractors. Our staf?ng methodology was designed/re?ned to haVe the ability to quickly? ramp-up and rarnp-down? and has been proven on multiple current and past government contracts to perform consiStently. We have an internal mandated contractilal goal of responding to customer requirements and providing the expertise required within 48?72 .hours. In order to achieve this obj ective, Ardelle utilizes selected resources to identify and recruit candidates, this ineludes the recruiting tools shown below: Personnel Bench Because Ardelle has many on-igoing document reView and litigation s'upport- projects in Washington DC, we typically has a bench of 10-15 law clerks and 10-15 paralegals with various levels of active clearances ready tosupport our clients Below we describe our proactive recruiting process. Define Requirements Ardelle ensures we are vetting candidates that have the knOwledge and Capability to review and process legal arguments and assign all appropriate categories to each comment. All our Law Clerks will have a juris doctOIate and most have been admitted to' a state bar. Ardelle. paralegals are certi?ed and have over ?1 year of paralegal-experience; This data or information is considered confidentiallar?id or privileged, and is not subject to mandatory disclosure per the Freedom of'lnformation' Act. Volume Technical Proposal Page 5 of 19 Ardelle-Associates Inc. Legal SupportIServices for Agency Rule Making March 2019? Volume Technical Proposal Identify Candidates Once the project and requirements are de?ned, the recruiting manager assigns the? ob? to the _recruiter(s). The step is to look for referrals and provide monetary incentives forJ such referrals. Twenty percent of 'our jobs are ?lled this way We query our PrOj ect Managers, other Recruiting Managers and Recruiters, and personnel who have recently completed an ass1gmnent and maybe available. We also begin a. search of our own proprietary data base (about 500 legal candidatesiof all categories). There are informal reSOurces such as Project Managers who track government employees who retire and may be available?a typically dependable and well- experiencedresource. We also use direct reCruiting resources such as oneline Ob boards (MOrister and CareerBuilde'r) and off-line media (newspapersand journals). Ardelle Typical Recruiting Tools I 7 sir I i I Ardelle has four (4)3on-staff recruiters I Personal contacts and referrals I Direct I Off-line media: Newspapers, Journals, etc 3011113ng and I Online media: Subscription-based recruiting webSites; professional Recrulting networking sites I Local placement beards I Community placement boards ,A'rdelle maintains a database of candidates that have already been screened and Employee applled, for jobs 1n the past. The databan currently has 5,000 legal candidates. Database . .. -. . . and IS a starting pomt for cand1date search (Our team and its members Spenser and participate in many business events. We Networking regularly participate in career-networking events ,job fairs, conferences and trade shows. In addition, the team has exhibited and has spoken at the e- Recruiting and Staf?ng conferences. Ardelle 15 members to number of organizations giving us access to candidates: Membership - Staf?ngCEOs Membership includes Staf?ng ?rms across the country in Local - SHRM [Society for Human Res'ource'Management} Organizations - HR Leadership Forum hrleailershipforumorg] ASA [American Staf?ng Associatibn] Referrals We receive more than 30 percent of. our new employees through referrals Screen and Verify To ensure all our employees will be eligible to work on yOur projects, we use the following screening process: i All Ardelle emplOyees must be US citizens or eligible to work, as appropriate for the position i 0 Ardelle employees. must not have been convicted of a felony Verify education and certi?Cations - Ardelle cheeks at least two references from past performance (typically supervisors) This data or information is considered confidential and. or privileged, and is not subject to mandatory disclosure per the Freedom of Information Act Volume I Technical Propose?? Page 6 of 1-9 i Ardelle Associates Inc. 7 Legal Support Services for Agency Rule Making March 15th, 2019? Volume I Technical Proposal Mitigating and Resolving Performance Problems. Ardelle?s prOa'ctive approach to performance management they occur. For this reason, we will rely'on our preventive and corrective action processes to identify and resolve problems in the administration this project Through daily, weekly and reports, our Proj ect Management Team- will monitor every aspect of the. litigation and administrative support pm] e?t to ensure we accomplish the the NLRB objectives. This process will include proactive identi?cation of Issues needing correction or improvement. When we discover an opportunity to improve, we will initiate a Preventive Action Report (PAR), chartering a team to champiOn the effort and proactively implement changes to prevent a non- conformance. In rare situations involving a non-conformance, we will require a Corrective Action Report (CAR) to immediately identify the root. cause and implement corrective actions to get us back to optimal performance levels. 0ur Project Management Team will regularly meet with the NLRB to uncover any repeat performance issues and launch improvement initiatives to eliminate a recurrence. In the event Ardelle identi?es a performance problem, we will notify the ContraCting Of?cer and appropriate agency managers to make them aware of the situation so there are no surprises and that any necessary corrective actions are agreed to by all parties concerned. Most unsatisfactory performance can be traced to inattention to detail, lack of clear understandingof requirements or accepted standard procedures or practices. Problems are proactively avoided-by ensuring all staff understands the basic tenets of our quality through measured performance. Proactive Identi?cation of Problems Ardelle manages performance to proactively track problems?om identi?cation to resolution. Our Quality Control and Assurance Plan is our formal method for proactively identifyingproblems. In our Quality ContrOl and Assurance Plan, we use of Trend Analysis processes as an early indicator for problems. Planning to manage potential major dif?culties and problem areas is yet another essential element of Ardelle? proactive management approach Exhibit Proactive Problem Identi?cation presents select anticipated areas (as an example) where dif?culties or problems could reasonably'be expected. Some are based on previOus experience and others from participating in drafting continuity of operations plans. By pr'e-identifying these scenarios, Ardelle can move quickly. down-the problem?solving sequence to rectify the problem before it actually has impacton. operations. The below Table 2. displays a-list'of possible problems and resolutions. Table 2 Proactive Resolution Anticipated Problem Resolution Area Eliminating backlog and EnSure personnel outperforming in laconrdance with scope of Work. I Unexpected workload Back?ll from bench 'of prOfessional personnel Expedite'recruitment Use of temporary, quali?ed staff Accelerated training Changes procedures Hold frequent dialogue with: the NLRB of?cials to anticipate This data or information is considered con?dential and or privileged, and Is not subject to mandatory disclosure per the Freedom of Information Act Volume Technical Proposal Page 7 of 19 Anticipated A rea 'Ardelle ASsociates Inc Legal Support Services for Agency Rule Making March 2019 Resolution g. requirements {Use resources of entire team lDediCated trainer On-line training system for real time updates Pro 4 osal Unacceptable employee performance gvProv'ide: one- on-One training in poor performance areas T'Provide individual- cOunseling Develop Corrective Action Plan Monitor r'esults?ofactions taken Effect an orderly replacement if improVement does not occur This data or information is considered con?dential'and or privileged, and is not subject to mandatory disclosure per the Freedom of Information Act 7 Volume Technical Proposal Page 8 of 19 A.4 Key Personnel and Resumes Ardelle Associates Inc. Legal Support Services for Agency Rule Making March 2019 Volume I - Technical Proposal Ardelle is pleased to present the resumes of PH to provide legal clerk I services and to provide paralegal support to NLRB. Both legal clerk I personnel have a Juris Doctor and are members of the DC Bar. Our certi?ed paralegal has 2.5 years? experience working as paralegal. None of these personnel are currently working for Ardelle, but have been screened, added to our legal employment database, and available to support NLRB. It is also important to note, Ardelle?s legal clerks can be slotted as paralegals if it bene?ts the government. Legal Clerk Cduculiun Juris Doctorate, George Washington University Active member of DC and Virginia Bar. Certi?ed Professional 7 years? experience document review and discovery, and working knowledge of court systems. Excellent communicates skills. Pro?cient with Microsoft As a certi?ed FOIA and document review professional, P11 is pro?cient reviewing information and classifying or assigning based on rules or exemptions. (?lczi iicc Active Public Trust Legal Clerk I Juris Doctorate, 2 years? experience working as a legal clerk and No Clearance. 13:13:; ity workmg knowledge of court systems. Member ofBar PII Excellent communicates skills. which requires Active member . . . background of DC. Pro?c1ent With check. Working as a project attorney, is proficient reviewing information and classifying or assigning based on rules or exemptions. Parale al 2.5 years working as paralegaUlegal assistant . . . gt'tgiei?egal with the Department of Justice (Civil Anti- Par a] Tmst). Pro?cient With Relativity 8 and 9, PACER D05) ate (Public Access to Court Electronic Records), Adobe Pissessed to Pro ll, Legal Server, CaseFile Express, Courtlink, ecre Cascview, [5 This data or information is considered confidential and or privileged. and is not subject to mandatory disclosure per the Freedom of Information Act Volume I Technical Proposal PagerHQ' Legal Analysis-Compliance-Privacy DUCATION Juris Doctorate George Washington University Bachelor of Arts; Communication University of Southern California Annenberg School of Communication CONTINUED ?eitl?gi?: Privacy Act and Freedom of Information Act Graduate School USA, 2018 Filing and Litigating FOIA Requests DC Bar LICENCES District of Columbia Bar Virginia Bar CERTIFICATIONS - Certi?ed Information Privacy Professional - Associate Project Management COMPUTER SKILLS Microsoft Of?ce Suite Relativity Ringtail PROFILE Attorney with unique privacy, compliance?and eDiscovery experience and a proven ability to research, interpret and apply federal laws and regulations to data and information. EXPERIENCE EDiscovery Attorney Associated litigation Support Agencies?: Epr'q, 2011 -2013,' KLDiscovery, 2013 -2015; Advanced Discovery, 2015 - 2018 Law Counsel Solutionsl Washington, 2018 Present Overview: Analyze documents related to civil matters for referenced law firms?, in accordance to predetermined litigation and investigation protocols. Perform legal analysis in relation to civil matters pharmaceutical, healthcare, government investigations) utilizing a web based platform; Evaluate information to identify and protect personally identi?able information (PII), personal healthcare information (PHI) and con?dential data subject to production; Conduct quality assurance prior to release of records to ensure that assigned legal designations are consistent with the law and legal objectives; Apply redactions to non?discoverable information, subject to legal exceptions; EDiscoveryAttorney/Project Lead LeClair Ryan Richmond, VA 2005 -2012 Overview: Analyzed corporate records thatincluded, New Drug Applications, Amended New Drug Applications (ANDA), and clinical trials in relation to class action. Evaluated corporate records related to civil matters against a de?ned set of business guidelines and laws using various web-based review platforms; Interviewed corporate recOrds custodians to ensure compliance with document hold notice and assessed the nature of documents related to hold notice; Evaluated information to identify and protect personally identi?able information (PII) and personal healthcare lnformatibn (PHI) that is not subject to production; Performed quality control measures to ensure accuracy of legal designations; Sr. Manager, Compliance (Privacy) Capital One Richmond, VA II 2001?2005 Overview: Developed policy and prOcedures to facilitate compliance with federal and state laws pertain to the financial services sector GLBA, BSA, AML, OFAC). Developed and implemented the ?rst corporate-wide policy and procedures, establishing a sustainable third-party compliance privacy? framework; Evaluated standard operating proceduresto ensure the application of appropriate compliance measures; providing corrective measures as-required; Analyzed third-party relationships implementing a privacy threshold tool and establishing ,a compliance framework; Built knowledge and awareness, ?elding privacy questions and concerns raised by all levels of associatesto ensure compliance with laws and regulations; Manager - Due Diligence Program, assessing prospective third-party relationships to identify and mitigate risk related to data sharing; . Appointed Capital One Board Member with the Virginia Minority Supplier Diversity Council to build relationships with potential third-party service providers and communicated pre- engagement requirements; Recipient of Circle of Excellence Award. PH BAR MEMBERSHIP District of Columbia, admitted January 2019. EDUCATION Indiana University Robert H. McKinney School of Law, Indianapolis, IN May 2018 uris Doctor, 3.0/4.0 Robert G. Staton Moot Court Competitor Deans List, Fall 2017 0 Black Law Students? Association, Executive Board Howard University, Washington, DC. May 2015 Bachelor of the Arts, English and Political Science 0 Martin Luther King Jr YoUth Legacy Award Recipient EXPERIENCE Dauntless Discovery, November 2018- Present Project Attorney, Cincinnati, OH Examined con?dential documents for the presence of sensitive personal information 0 Analyzed data for client to determine whether a securitybreached occurred and personal information was compromised Engaged heavily with the General Data Protection Regulation (GDPR) and the Family Educational Rights and Privacy Act (FERPA) Mark R. Waterfill, Attorney at Law, P.C, August 2017-May 2018 Law Clerk, Indianapolis, IN 0 Drafted complaints, motions, af?davits, demand letters and settlement agreements on behalf of clients Engaged in contract. disputes, negotiations, mediations and arbitration regarding employment and collective bargaining Reviewed company policy handbooks in preparation for litigation and to determine case strategy 0 Connseled clients and managed all case files and filing deadlines Indiana Court of Appeals, Judge Rudolph Pyle, Summer 2017 Law Clerk, Indianapolis, IN Wrote memorandum opinions for both civil and criminal matters 0 Reviewed Opinions and provided feedback for several judges on the Court Observed the scope of the judicial decision process and?the role of the judiciary Indiana Department of Labor, January 2017 - May 2017 Legal Extern, Indianapolis, IN 0 Engaged heavily with both state and federal labor law and OSHA Assisted in mediation and arbitration meetings by reviewing employment contracts- Communicated compliance standards to clients and aided in the creation of compliance reports 0 Brought cases before the ad judicating body for a determination on the merits National Collegiate Athletic Association (NCAA), Office of the Committees on Infractions August 2016- December 2016 Legal Extern, Indianapolis, IN 0 Created compliance reports for member institutions on probation Ensured member institution compliance based upon policies and guidelines Edited and evaluated decisions from the adjudicative governing body 0 Assisted in the revision of policy guidelines for the organization Blank Rome LLP, Summer 2016 Law Clerk, Cincinnati, OH- 0 Reviewed various confidential documents including contract agreements, employment contracts, insurance policies andmedical records-to understand the'scope?of .the matter and develop a case strategy Created-case analyses and developed litigation templates for large scale class action matter 0 Researched case precedent and federal statues con?erning federal employment and labor laws US. District Courts for the Southern District of Ohio, Chief Jud?ge;Susan J. Dlott, Summer 2012 Legal Intern, Cincinnati, OH Engaged in legal research and reviewed cases - Prepared legal memorandums and'briefed cases for the Judge?s consideration 0 Participated in the decision processand settlement? meetings PH EDUCATION Marymount University, Arlington, VA B.A. Paralegal Studies and Paralegal Certificate - May 2014 EXPERIENCE Department of Justice,Civil Division/Excalibur Staf?ng-CACI, Washington. DC October N16- Qtrent Legal Assistant (40 hours a week) Open and close cases, bate stamp, search for documents and docket reports using Courtlink, .Caseview, and Superior Court, edit documents, mailing, ElectrOnic Court Filings using PACER and CaseFile Express and Paper Court ?lings. Docket related work, Trial Prep, Organizing and Cataloging. Light Drafting (M ainly otions for Extension of Ti me, otices of Deposition, Disclai mers. Substitutions, Notice of Appearance. Notice of Withdrawd, Subpoenas), Court Reporter and Process Server Arrangements, Office Duties: scan, copy, file, ect. Department of Justice, Antitrust Division] Wits Solutions-Deloitte, Washington, DC December 2015- Sept 2016 Document Reviewer (40 hours a week) Review documents perta'ning to multiple national health insurance companies to determine important and useful information to a particular ease and record the information into Relativity 8. Light research of websites for public documents including news articles, SEC filings and related academic papers. Create documents with summarized findings including relevant information, screenshots and quotes. Robert Half Legal IJ.P. Morgan and Chase, Washington, DC June 2015 - August-2015 Document Reviewer (40 hours a week, some oVertima) Research and locate mortgagers electronic case files using PACER. Recorded any problems where sensitive information was not properly redacted using Relativity 9 and Adobe Pro 11 Marymount University Bookstore . December 2009 - December 2015 Barres Noble College, Arlington, VA Bookseller, Cashier ?Pat Tine (hours vary 8-40 hours a week) Saved the company money by tracking expiring items, verify illegal editions for textbooks, pl ace orders for textbooks organize and restock items, answer phones, assist customers process deliveries, billing, filing cashier, and genera office duties. Whitman-Walker Citric, Winglon, DC April 2014 - May 2014 24-hour-Pro-Bon0iServlce Volunteer Closed meswith Legal Server and filed medicd debt notifications. Filing and Reorganizing. District of Columbia Nurses-Association, Washington, DC May 2013 -August 2013 Intern, Employment Law (25 hours a week) Supported attorney, office staff and Legislative Liaison. Created a successful PowerPoint presentation for their annUal seminar. Proofed and helped created their seminar manual. Performed legal research, prepped msesfor disciplinary actions, grievances and dismissal claims; screened documents for relevance, organized evidence and exhibits for cases. Attended mediations and negotiation proceedings, prepared contract corrections, contract summaries, and performed general office duties. Marymount University, Reinsch 'lerary, Arlington, VA September 2008 - December 2011 cadoger, Cataloging and Acquisitions (10-20 hours a week) Prepared books for entry into catalog-database and proofed new books for printing errors and misspellings. Process and updated pocket parts for the legal reference books and processed periodicd s. Update shelves with the new editions, file, created posters and flyers to display new policies, resources, targeted programs. book collections, and generai office duties. State Attorney General?s Of?ce, Rockville, MD- December 2006 - May 2007 Intern, Criminal Law-Drug Offenses Division (10- 20 hours a week) Filed documents with thecourt, maintained updated files, contaCted attorneys for client and offender referrals. Referred attorneys 'and Client/offenders to IPSA Program (lnterventi on Program for Substance Abusers). Maintd ned__and Updated referrals Law Of?ce of Spirer and Goldberg, Bethesda, MD September 2005 - May 2006 Intern.? Business and Non-Pro?t Law (10-20 hours a week)- 7 Filed docUments with the court; completed financial transactions- with cash and Credit card, Made-bank deposits, maintained and updated billing files, reorganized-and updated client files.__M.ai ntai ned client database, updated law firm?s website, and scrne tel ephone?duti es. SKILLSIAPPLICATIO NS: 4. MicroSoft Office: V\brd, Excel, PowerPoint, Aladdin Catalog, \byager, and'UPSWor?ldship 4. Relativity 8 and 9, PACER (Public/Ame to Court El ectronic Records), Adobe Pro 11. a, Legal Server, CaseFileExpms, Courtlink, Cara/ism, Ardelle Associates Inc. Legal Support Services for Agency Rule Making March-15??, 2019 Volume 1? Technical Proposal B. Past Performance Ardelle presents three (3) relevant past performance experiences (worked in last 3 years) providing FOIA support. All three of past performances have been reportedto the Contractor Performance Assessment Reports System Federal government clients rate the Service of their contracting ?rms in six areas as exhibit illustrates. Ardelle has received Exceptional or Very Good on all categories in CPARS. Exhibit BJ CPARS Ratings ol? Department ol :)cpur1mcnl of l?terror/Solicitor in?ict/Criminal Dn-isron Ratings Quality of Exceptional Exceptional; Very GOod. Services . . A. Schedule Very . Exceptional, Not Applicable COIltl?Ol very I Exceptional: I Management Very Good Exc'epti'onal' Exceptic?mal 3323mm? Very 06.06" Not'iApp'lic?abie NotAppiicable Business I i . . Regulatory Compliance Not Applicable No ?ppica 1'3 ery Goo This data or information is considered con?dential and or privileged, and is not subject to mandatory disclosure per the Freedom of Information Act Volume I Technical Proposal Page 15 of 19 Ardelle Associates Inc. Legal Support Services for Agency Rule Making March 2019 Volume 1? Technical Proposal B.1 Departmentof lnterior/OSOL/ITLO ?l?illc: 'Indian Trust Litigation Of?ce (ITLO), Litigation Support Place 01' l?crl?ormanu? Lenexa KS Washington DC. Dana Price Contracting Of?cer Acouisition Services Directorate Hemdon, VA dana price@nbc.gov (703) 964-3563 (foniracling Dondrae N. Maiden Attorney-Advisor Rep. (TOR: Of?ce of the Solicitor, Indian Trust Litigation Of?ce United States Department of the Interior "-1849 C. Street, NW, MS 7357, Washington, DC 20240 Phone: (202) 208-6996 (font \umlit- r: Type of .unl rarl: Labor Hours $8,185,000 base plus 4 option year $1,430,841.60 09/16/2015- 06/15/2017 (?unlracl \"nluc: March 2010 June 2017 Period of Scope of Work: Ardelle provided support to the Department of Interior in the largest class-action suit ever ?led by Native Americans against the federal government. Ardelle?s paralegals were deployed to record repositories to assist reviewing documents to be produced for discovery requests. Tasks include evaluating documents, both physical and electronic, for attomey-client privilege and Indian Trust cases that are potentially protected from discovery, and are subject to the Indian Minerals Act. Legal Analysis and'Research. Ardelle?s team of paralegal (10-20) provided support and legal analysis to include research regarding responsiveness to the question or issUe at hand, privilege, con?dentiality, or other protected information attomey-client privilege, attorney work product privilege, deliberativeprocess privilege, the Trade Secrets Act (TSA), the Privacy Act, the Indian Mineral Development Act and the Surface Mining Control and Reclamation (SMCRA). This data or information is considered con?dential and or privileged. 'and is not subject to mandatory disclosure perthe Freedom of Information Act Volume I Technical Proposal Page 16 of 19 Ardelle Associates Inc. Legal Support Services for Agency Rule?Making March 15", 2019 Volume I Technical Proposal B.2 United States Environmental Protection Agency/Region 10 'l?illc I Bristol Bay FOIA Paralegal Support Place of Performance: Seattle, WA Keni Fritz Contracting Of?cer (fontracling Agency (913) 551-7975 Margo Young Project Manager . . . US. EPA Region 10 I?ccli. Rep. (TOR: Seattle WA Young.margo@epa.gov Phone: (206)555?1237 Number: Type ul? (jonl raid: Firm Fixed _$168,l92 Period of Perl. 09/21/2015-10/13/2016 Scope of Work: Ardelle is performed legal and FOIA support for a large EPA law suit. 0 Task 1. Ardelle ensured complete understanding of the statutory, regulatory, policy, and procedural requirementsfor FOIA responses and potential requests for production of documents. 0 Task 2. Ardelle reviewed documents for responsiveness, certain privileges attorney work product and attorney client privilege,), (Personally Identi?able Information and Sensitive Agency Information) and propose appropriate redactions using the Relativity software. 0 Task 3. Ardelle recommended ways to improve the effectiveness and ef?ciency of the process review and production. This data or information is considered con?dential and or privileged. and is not subject to mandatory disclosure per the Freedom of Information Act Volume Technical Proposal Page 17 of 19 Ardelle Associates Inc. Legal Support Services for Agency Rule Making March 2019 Volume I Technical Proposal B. 3 Department of Justice (DOD/Criminal Division Contract li11lc: :z'FOLA/Privacy Act Support Place of I?erl'm'mance 1 Washington DC. i'iBrandon Marshall Contracting Of?cer 14-00 New York Avenue NW. Suite .5422 ?Washington, DC 20005 .gov 202-305-1207 Contracting Agency: Contract Number: i?Gso7F0005N DJJISVF01CRMN0156 Type 11 Contract: Labor Hours Contract Value: i$550,872 7 Period Scope of work: This 15 an active contract to provide contract attorney support to assist in clearing a substantial backlog of FOIA requests. All personnel performing this Werk are attorneys. Our contract attorneys are tasked with: 0 Properly interpret requests for information, with an ability to determine the scope and identify the Criminal Division sections likely to maintain responsive records. - 7 Coordinate searches and con'currences with Criminal Division sections, and independently conduct consultations and referrals with other agencies on documents containing their equity. - Review records for responsiveness and process responsive records Independently apply substantive knowledge of statutory and regulatory requirements of the Freedom of Information Act, Privacy Act (PA) of 1974, Executive Orders, and Department/Division/Unit policies concerning Criminal Division records by accurately applying statutory exemptions and/or exclusions. Produce quality results with attention to detail and complete assignments within established deadlines. - Draft reports, responses, and briefings on matters. - Draft correSpondenCe including acknowledgment letters, response letters, andothercorrespondence pertainin to requests. - Analyze and evaluate issues and? provide accurate advice, guidance, 0r information that comports with applicable rules, regulations, and law in a timely manner. - Work cOOperatively with officials both inSide and outside of the Criminal Division to gather responsive records or other necessary assistance. This data or information is considered? con?dential and or privileged, and is not subject to mandatory disclosure per the Freedom of Information Act Volume l? Technical Proposal Page 18 of 19 National Labor Relations Board Legal Support Service for Agency Rulemaking Volume II Pricing March 15th, 2019 Request for Quote Attn: Del?na St Clair By: Ardelle Associates, Inc. Art Forcey, Vice President aforcey@ardelle.com 7002N Little River Turnpike Annandale, VA. 22003 DUNS: 18-118-5570 Veri?ed Veteran-Owned Small Business Cage Code: This proposal includes data that shall not be disclosed outside the Government and shall not be duplicated, used or disclosed, in whole or in pan, for any purposeother than to evaluate this proposal. Some parts of this document, as identi?ed on individual pages, are considered to be privileged or con?dential trade secrets or ?nancial information not subject to the mandatory disclosure per the Freedom of Information Act. Ardelle Associates Inc. Legal Support Services for Ageney Rule Making March 2019 Volume II ?Pricing? Proposal Volume II Pricing 2? This data or information is considered. con?dential and or privileged, and is not?subje?ct to ma'ndatOry disclosure per the Freedom of Information Act Volume I Technical ?Pr?op?osarlv Page 1 of 3 Volume [1 Pricing Submitted By: 0 Ardelle Associates Inc. (Veri?ed Veteran Owned Small?Business) GSA Contract GS-07F-0005N Fed Tax ID: 54-1385814 . DUNS: 18-118-5570 Cage Code: 1CUX3 0 Contact Name: Art Forcey, Vice President of Operations; PM 0 Contact Phone Number: 703-518-9960 9 703-966-2254 0 Contact Fax Number: 703-642-2928; 0 Contact Email Address: aforcey@ardelle.com 0 Mailing Address: 344 Commerce Street, Alexandria, VA. 22314 Ardelle Associates Inc. Legal Support Services for Agency Rule Making March' 2019 Volume II ?Pricing Proposal Ardelle?s pricing provides the National Labor Relations Board with signi?cant cost savings. iscount Proprietary infonnation CLIN Position/GSA schedule labor . SA category chedule I ate 001 Law Clerk II Paralegal II $47.34 001 Paralegal/ Paralegal II $47.34 Proprietary infomiation Proprietary . - . intonnation Proprietary infonnation Ardelle?s submitted pricing worksheet provides costs to NLRB for one law clerk I and one paralegal for a based period of 4 months and an option period of 6 months. Per the questions and answers, Ardelle understands award will not exceed 160 hours per month per person. This data or information is considered con?dential and or privileged. and is not subject to mandatory disclosure per the Freedom of Information Act Volume I - Technical Proposal - Page 2 of 3 Ardelle Associates Inc. IVendorN?ame: IGSA Schedule No.. Lega' sup?? 599"?? BASE PERIOD OPTION 1 ulemakm -- I TOTAL - - - - - 0 0 . Award-'4 Months . . - UPIO 5 Months - - CLIN DESCRIPTION UNIT UNIT PRICE AMOUNT QTY UNIT UNIT PRICE AMOUNT x001 LawCle?rk?l 4 Months - - - '6 Months . . - - IX002 - Paralegal - 4 Months 6 Months . 0 I . . TOTA TOTAL ., . $84,249.60 $140,416.00 NOTES: 1) Pricing Schedule Worksheet (Tab 1): All entries in this Worksheet are automatically calculated; the Offeror's total price of this task order is automatically calculated in Colunm N, Row 10. 2) Worksheet (Tab 2): Entries should Only be made in those cells highlightedin Orange; all other entries are automatically calculated in?the worksheet. 7020.8