19AQMM23R0140 REV 2.pdf

19AQMM23R0140

SOLICITATION, OFFER, AND AWARD

1. THIS CONTRACT IS A RATED ORDER UNDER DPAS (15 CFR

700)

RATING

DO

2. CONTRACT NUMBER 3. SOLICITATION NUMBER

19AQMM23R0140 SEALED BID (IFB)

NEGOTIATED (RFP)

4. TYPE OF SOLICITATION 5. DATE ISSUED

11/09/2023

6. REQUISITION/PURCHASE NUMBER

CODE: LMAQM

OFFICE OF ACQUISITION MANAGEMENT (A/LM/AQM)

PO BOX 9115, ROSSLYN STATION

US DEPARTMENT OF STATE

ARLINGTON, VA 22219

7. ISSUED BY 8. ADDRESS OFFER TO (If other than Item 7)

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

SOLICITATION

CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

9. Sealed offers in original and __1__ copies for furnishing the supplies or services in the Schedule will be received at the place specified in item 8, or if handcarried, in the depository located in ____ until __15:00 ET__ local time __01/19/2024__

10. FOR

INFORMATION

E-MAIL:

A. NAME

Conelius L. Stevenson

B. TELEPHONE (NO

COLLECT CALLS)

C. E-MAIL ADDRESS

stevensonc@state.gov

11. TABLE OF CONTENTS (See Table of Contents on page 2)

(X) SEC. DESCRIPTION PAGE(S) (X) SEC. DESCRIPTION PAGE(S)

PART I - SCHEDULE PART II - CONTRACT CLAUSES

X A SOLICITATION/CONTRACT FORM 1 X I CONTRACT CLAUSES Contract X B SUPPLIES OR SERVICES AND PRICES/COSTS 5-6 PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

X C DESCRIPTION/SPECS./WORK STATEMENT 6-11 J LIST OF ATTACHMENTS 36

X D PACKAGING AND MARKING 12 PART IV - REPRESENTATIONS AND INSTRUCTIONS

X E INSPECTION AND ACCEPTANCE 13 X K REPRESENTATIONS CERTIFICATIONS AND OTHER

STATEMENTS OF OFFERORS

39-52

X F DELIVERIES OR PERFORMANCE 14

X L INSTRS., CONDS., AND NOTICES TO OFFERORS 53-60X G CONTRACT ADMINISTRATION DATA 15-17

X M EVALUATION FACTORS FOR AWARD 61-71X H SPECIAL CONTRACT REQUIREMENTS 18-25

OFFER (Must be fully completed by offeror)

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

In compliance with the above, the undersigned agrees, if this offer is accepted within __________ calendar days (60 calendar days unless a different period is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

12.

13. DISCOUNT FOR PROMPT PAYMENT (See Section I, Clause No.

52.232-8)

10 CALENDAR DAYS(%)

0.00 %

20 CALENDAR DAYS(%)

0.00 %

30 CALENDAR DAYS(%)

0.00 %

0 CALENDER DAYS(%)

0.00 %

14. ACKNOWLEDGEMENT OF AMENDMENTS (The offeror acknowledges receipt of amendments to the SOLICITATION for offerors and related documents numbered and dated):

AMENDMENT NO. DATE AMENDMENT NO. DATE

15A. NAME AND

ADDRESS OF

OFFEROR

CONTACT: UEI: 16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER (Type or Print)

15B. TELEPHONE NUMBER

15C. CHECK IF REMITTANCE ADDRESS IS DIFFERENT FROM

ABOVE - ENTER SUCH ADDRESS IN SCHEDULE.

17. SIGNATURE 18. OFFER DATE

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

10 U.S.C. 2304(c) ( ) 41 U.S.C. 253(c) ( )

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION: 23. SUBMIT INVOICES TO ADDRESS SHOWN IN (4 copies unless otherwise specified)

ITEM

CODE:24. ADMINISTERED BY (if other than Item 7) CODE:25. PAYMENT WILL BE MADE BY

26. NAME OF CONTRACTING OFFICER (Type or print)

Pete Jones (Signature of Contracting Officer)

27. UNITED STATES OF AMERICA 28. DATE

11/09/2023 IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (REV. 9-97)

Prescribed by GSA - FAR (48 CFR) 53.214(c)

CGFS // CGFS

Line Item Summary

Solicitation Number:

19AQMM23R0140

Contract Number: Title: ISN/ECC Services Date of Solicitation:

11/09/2023

Line Item No.

Description Quantity Unit Unit Price Total Cost

001 Pricing Structure in is Attachment A Type of Contract Pricing: OTH

Doc Ref No:

Delivery Date (Start to End) Date FOB:

12/30/2023 to 12/29/2024

0.00 LT $0.00 $0.00

BASE PERIOD

002 Pricing Structure in is Attachment A Type of Contract Pricing: OTH

Doc Ref No:

Delivery Date (Start to End) Date FOB:

12/30/2023 to 12/29/2024

0.00 LT $0.00 $0.00

BASE PERIOD

003 Pricing Structure in is Attachment A Type of Contract Pricing: OTH

Doc Ref No:

Delivery Date (Start to End) Date FOB:

12/30/2023 to 12/29/2024

0.00 LT $0.00 $0.00

BASE PERIOD

004 Pricing Structure in is Attachment A Type of Contract Pricing: OTH

Doc Ref No:

Delivery Date (Start to End) Date FOB:

12/30/2023 to 12/29/2024

0.00 LT $0.00 $0.00

BASE PERIOD

1001 Pricing Structure in is Attachment A Type of Contract Pricing: OTH

Doc Ref No:

Delivery Date (Start to End) Date FOB:

12/30/2024 to 12/29/2025

0.00 LT $0.00 $0.00

1002 Pricing Structure in is Attachment A Type of Contract Pricing: OTH

Doc Ref No:

Delivery Date (Start to End) Date FOB:

12/30/2024 to 12/29/2025

0.00 LT $0.00 $0.00

1003 Pricing Structure in is Attachment A Type of Contract Pricing: OTH

Doc Ref No:

Delivery Date (Start to End) Date FOB:

12/30/2024 to 12/29/2025

0.00 LT $0.00 $0.00

1004 Pricing Structure in is Attachment A Type of Contract Pricing: OTH

Doc Ref No:

Delivery Date (Start to End) Date FOB:

12/30/2024 to 12/29/2025

0.00 LT $0.00 $0.00

2001 Pricing Structure in is Attachment A Type of Contract Pricing: OTH

Doc Ref No:

Delivery Date (Start to End) Date FOB:

12/30/2025 to 12/29/2026

0.00 LT $0.00 $0.00

2002 Pricing Structure in is Attachment A Type of Contract Pricing: OTH

Doc Ref No:

Delivery Date (Start to End) Date FOB:

12/30/2025 to 12/29/2026

0.00 LT $0.00 $0.00

2003 Pricing Structure in is Attachment A Type of Contract Pricing: OTH

Doc Ref No:

Delivery Date (Start to End) Date FOB:

12/30/2025 to 12/29/2026

0.00 LT $0.00 $0.00

2004 Pricing Structure in is Attachment A Type of Contract Pricing: OTH

0.00 LT $0.00 $0.00

Line Item Summary

Solicitation Number:

19AQMM23R0140

Contract Number: Title: ISN/ECC Services Date of Solicitation:

11/09/2023

Line Item No.

Description Quantity Unit Unit Price Total Cost

Doc Ref No:

Delivery Date (Start to End) Date FOB:

12/30/2025 to 12/29/2026

3001 Pricing Structure in is Attachment A Type of Contract Pricing: OTH

Doc Ref No:

Delivery Date (Start to End) Date FOB:

12/30/2026 to 12/29/2027

0.00 LT $0.00 $0.00

3002 Pricing Structure in is Attachment A Type of Contract Pricing: OTH

Doc Ref No:

Delivery Date (Start to End) Date FOB:

12/30/2026 to 12/29/2027

0.00 LT $0.00 $0.00

3003 Pricing Structure in is Attachment A Type of Contract Pricing: OTH

Doc Ref No:

Delivery Date (Start to End) Date FOB:

12/30/2026 to 12/29/2027

0.00 LT $0.00 $0.00

3004 Pricing Structure in is Attachment A Type of Contract Pricing: OTH

Doc Ref No:

Delivery Date (Start to End) Date FOB:

12/30/2026 to 12/29/2027

0.00 LT $0.00 $0.00

4001 Pricing Structure in is Attachment A Type of Contract Pricing: OTH

Doc Ref No:

Delivery Date (Start to End) Date FOB:

12/30/2027 to 12/29/2028

0.00 LT $0.00 $0.00

4002 Pricing Structure in is Attachment A Type of Contract Pricing: OTH

Doc Ref No:

Delivery Date (Start to End) Date FOB:

12/30/2027 to 12/29/2028

0.00 LT $0.00 $0.00

4003 Pricing Structure in is Attachment A Type of Contract Pricing: OTH

Doc Ref No:

Delivery Date (Start to End) Date FOB:

12/30/2027 to 12/29/2028

0.00 LT $0.00 $0.00

4004 Pricing Structure in is Attachment A Type of Contract Pricing: OTH

Doc Ref No:

Delivery Date (Start to End) Date FOB:

12/30/2027 to 12/29/2028

0.00 LT $0.00 $0.00

Section A - Solicitation/Contract Form Identifier Title Date Number of

Pages 1 Attachment B- Past Performance 04/20/2023 5 6 Attachment H - Participant Course Evaluation Form 04/20/2023 7 Attachment I - Observer Evaluation Form 04/20/2023 10 Sample Task Order 1 (FY23 SMEs and Trainers).docx 04/20/2023 11 Sample Task Order 2.A (FY23 Conference and Logistics).docx 04/20/2023 12 Sample Task Order 2.B (Attachment B- Proposed Events List).docx 04/20/2023 13 Sample Task Order 3 (FY23 Curriculum Development).docx 04/20/2023

52.252-1 - Solicitation Provisions Incorporated by Reference (Feb 1998)

This solicitation incorporates one or more solicitation provisions 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. The offeror is cautioned that the listed provisions may include blocks that must be completed by the offeror and submitted with its quotation or offer. In lieu of submitting the full text of those provisions, the offeror may identify the provision by paragraph identifier and provide the appropriate information with its quotation or offer. Also, the full text of a solicitation provision may be accessed electronically at this/these address(es):

[Insert one or more Internet addresses] (End of provision)

52.252-1 - Solicitation Provisions Incorporated by Reference (Feb 1998)

This solicitation incorporates one or more solicitation provisions 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. The offeror is cautioned that the listed provisions may include blocks that must be completed by the offeror and submitted with its quotation or offer. In lieu of submitting the full text of those provisions, the offeror may identify the provision by paragraph identifier and provide the appropriate information with its quotation or offer. Also, the full text of a solicitation provision may be accessed electronically at this/these address(es):

[Insert one or more Internet addresses] (End of provision) Clause Title Fill-ins

52.246-6 Inspection-Time-and-Material and Labor-Hour (May 2001)

52.246-16 Responsibility for Supplies (Apr 1984)

52.246-2 Inspection of Supplies-Fixed-Price (Aug 1996)

52.242-15 Stop-Work Order (Aug 1989)

52.202-1 Definitions (Jun 2020)

52.203-3 Gratuities (Apr 1984)

52.203-5 Covenant Against Contingent Fees (May 2014)

52.203-6 Restrictions on Subcontractor Sales to the Government (Jun 2020)

52.203-7 Anti-Kickback Procedures (Jun 2020)

52.203-8 Cancellation, Rescission, and Recovery of Funds for Illegal or Improper

Activity (May 2014)

52.203-10 Price or Fee Adjustment for Illegal or Improper Activity (May 2014)

52.203-12 Limitation On Payments to Influence Certain Federal Transactions (Jun 2020)

52.203-13 Contractor Code of Business Ethics and Conduct (Nov 2021)

52.203-16 Preventing Personal Conflicts of Interest (Jun 2020)

52.203-17 Contractor Employee Whistleblower Rights and Requirement To Inform

Employees of Whistleblower Rights (Jun 2020)

52.204-2 Security Requirements (Mar 2021)

Clause Title Fill-ins

52.204-4 Printed or Copied Double-Sided on Postconsumer Fiber Content Paper (May

2011)

52.204-9 Personal Identity Verification of Contractor Personnel (Jan 2011)

52.204-10 Reporting Executive Compensation and First-Tier Subcontract Awards (Jun

2020)

52.204-13 System for Award Management Maintenance (Oct 2018)

52.209-6 Protecting the Government's Interest When Subcontracting with Contractors

Debarred, Suspended, or Proposed for Debarment (Nov 2021)

52.215-8 Order of Precedence - Uniform Contract Format (Oct 1997)

52.215-19 Notification of Ownership Changes (Oct 1997)

52.215-21 Requirements for Certified Cost or Pricing Data and Data Other Than

Certified Cost or Pricing Data-Modifications (Nov 2021)

52.219-8 Utilization of Small Business Concerns (Sep 2023)

52.219-16 Liquidated Damages-Subcontracting Plan (Sep 2021)

52.222-1 Notice to the Government of Labor Disputes (Feb 1997)

52.222-3 Convict Labor (June 2003)

52.222-17 [Reserved]

52.222-19 Child Labor-Cooperation with Authorities and Remedies (Dec 2022)

52.222-21 Prohibition of Segregated Facilities (Apr 2015)

52.222-26 Equal Opportunity (Sept 2016)

52.222-35 Equal Opportunity for Veterans (Jun 2020)

52.222-36 Equal Opportunity for Workers with Disabilities (Jun 2020)

52.222-37 Employment Reports on Veterans (Jun 2020)

52.222-40 Notification of Employee Rights Under the National Labor Relations Act

(Dec 2010)

52.222-41 Service Contract Labor Standards (Aug 2018)

52.222-50 Combating Trafficking in Persons (Nov 2021)

52.222-54 Employment Eligibility Verification (May 2022)

52.223-5 Pollution Prevention and Right-to-Know Information (May 2011)

52.223-6 Drug-Free Workplace (May 2001)

Clause Title Fill-ins

52.223-10 Waste Reduction Program (Jun 2011)

52.224-1 Privacy Act Notification (Apr 1984)

52.224-2 Privacy Act (Apr 1984)

52.225-5 Trade Agreements (Dec 2022)

52.225-13 Restrictions on Certain Foreign Purchases (Feb 2021)

52.227-1 Authorization and Consent (Jun 2020)

52.227-14 Rights in Data-General (May 2014)

52.227-19 Commercial Computer Software License (Dec 2007)

52.227-23 Rights to Proposal Data (Technical) (June 1987)

52.228-5 Insurance-Work on a Government Installation (Jan 1997)

52.229-3 Federal, State and Local Taxes (Feb 2013)

52.232-1 Payments (Apr 1984)

52.232-7 Payments under Time-and-Materials and Labor Hour Contracts (Nov 2021)

52.232-8 Discounts For Prompt Payment (Feb 2002)

52.232-9 Limitation on Withholding of Payments (Apr 1984)

52.232-11 Extras (Apr 1984)

52.232-17 Interest (May 2014)

52.232-18 Availability of Funds (Apr 1984)

52.232-22 Limitation of Funds (Apr 1984)

52.232-23 Assignment of Claims (May 2014)

52.232-33 Payment by Electronic Funds Transfer-System for Award Management (Oct

2018)

52.233-1 Disputes (May 2014)

52.233-3 Protest after Award (Aug 1996)

52.237-3 Continuity of Services (Jan 1991)

52.239-1 Privacy or Security Safeguards (Aug 1996)

52.242-13 Bankruptcy (July 1995)

52.243-1 Changes-Fixed-Price (Aug 1987)

52.243-3 Changes-Time-and-Material or Labor-Hours (Sept 2000)

52.244-2 Subcontracts (Jun 2020)

Clause Title Fill-ins

52.244-5 Competition in Subcontracting (Dec 1996)

52.244-6 Subcontracts for Commercial Products and Commercial Services (Sep 2023)

52.245-1 Government Property (Sep 2021)

52.245-2 Government Property Installation Operation Services (Apr 2012)

52.246-20 Warranty of Services (May 2001)

52.246-23 Limitation of Liability (Feb 1997)

52.246-25 Limitation of Liability-Services (Feb 1997)

52.249-2 Termination for Convenience of the Government (Fixed-Price) (Apr 2012)

52.249-8 Default (Fixed-Price Supply and Service) (Apr 1984)

52.249-14 Excusable Delays (Apr 1984)

52.253-1 Computer Generated Forms (Jan 1991)

652.216-70 ORDERING INDEFINITE-DELIVERY CONTRACTS (APR 2004)

652.225-71 SECTION 8(a) OF THE EXPORT ADMINISTRATION ACT OF 1979, AS

AMENDED (AUG 1999)

652.232-72 LIMITATION OF FUNDS (AUG 1999)

652.243-70 NOTICES (AUG 1999)

652.232-70 Payment Schedule and Invoice Submission (Fixed-Price)(Aug 1999)

52.204-15 Service Contract Reporting Requirements for Indefinite-Delivery Contracts

(Oct 2016)

52.203-11 Certification And Disclosure Regarding Payments To Influence Certain

Federal Transactions (Sept 2007)

52.204-5 Women-Owned Business (Other Than Small Business) (Oct 2014)

52.222-38 Compliance with Veterans' Employment Reporting Requirements (Feb 2016)

52.225-20 Prohibition on Conducting Restricted Business Operations in Sudan -

Certification (Aug 2009)

52.225-25 Prohibition on Contracting with Entities Engaging in Certain Activities or

Transactions Relating to Iran--Representation and Certifications (Jun 2020)

52.237-8 Restriction on Severance Payments to Foreign Nationals (Aug 2003)

52.215-1 Instructions to Offerors-Competitive Acquisition (Nov 2021)

52.222-24 Preaward On-Site Equal Opportunity Compliance Evaluation (Feb 1999)

Clause Title Fill-ins

52.217-5 Evaluation of Options (July 1990)

Section B - SUPPLIES OR SERVICES AND PRICES/COSTS

SECTION B - SUPPLIES OR SERVICES AND PRICES/COSTS

B.1 BRIEF DESCRIPTION OF SERVICES

The purpose of this contract is to provide training, logistics, information technology, country assessment and analysis, course development support, as well as materials and supplies incidental to training and conference management for Department of State efforts to advance the strategic trade control systems of partner countries around the globe through the Export Control and Related Border Security (EXBS) program.

B.2 TYPE OF CONTRACT

This is a multiple award indefinite delivery/indefinite quantity (IDIQ) contract, with at least one Small Business. As defined in FAR Part 16, Type of Contract. Fixed Price with Cost Reimbursable CLINs for Travel and Material.

B.3 MINIMUM AND MAXIMUM QUANTITIES

During the contract period of performance (including any options exercised), DoS shall place orders with each IDIQ contractor totaling a minimum of $100,000 (inclusive of all costs and fee) over the life of the contract.

The maximum IDIQ amount (i.e., the maximum ceiling across all IDIQ holders) shall not exceed $90 million (inclusive of all costs and fee) over the life of the contract.

B.4 COST REIMBURSABLE TRAVEL

a. Allowable costs for a contractor's travel and transportation allowances are governed by the Federal Acquisition Regulation (“FAR”) travel cost principle at FAR 31.205-46.

b. The Contractor shall obtain the express approval of the Contracting Officer’s Representative (COR) prior to incurring any travel- related costs.

c. The Contractor shall be reimbursed for its reasonable actual travel expenses, excluding profit or fee, in accordance with its usual accounting practices consistent with FAR Subpart 31. All travel shall be directly related to and required for performance under this contract.

d. The Contractor shall include a breakdown of all authorized travel expenses as an attachment to each invoice. In no event shall travel expenses be burdened with profit or fee. The COR may require submission of additional supporting documentation (such as ticket stubs or receipts) before authorizing payment for invoiced travel costs.

e. Regular commuting expenses of Contractor personnel shall not be reimbursable.

f. Notwithstanding business class travel authorizations permitted by the Federal Travel Regulations, the Government will only reim- burse the Contractor for economy (coach) class airfare for all travel conducted under this contract. Any airfare costs beyond economy class will be at the Contractor’s own expense, and shall not be directly reimbursable under this contract.

g. The Contractor shall be responsible for timely and complete submittal of the necessary information and forms directly to the ap- propriate entity for all required passports, visas, licenses, and permits.

B.5 TRAINING MATERIALS, MANUALS, AND WORKS UNDER THIS CONTRACT

All documents produced under this contract are the property of the USG. The USG reserves the right to reproduce, distribute, perform or display the training documents under this contract. The Contractor is not to reproduce, distribute, perform, or display the training documents under this contract outside of the EXBS Program except with the express permission of the ISN/ECC program office.

All SOPs developed by the contractor will be submitted to the COR for review, comment and approval.

B.6 TRAVEL

a. All travel shall be conducted in accordance with the Federal Travel Regulation (available: www.gsa.gov). All travel shall be performed on a cost-reimbursable basis.

b. The Contractor shall obtain the express approval of the Contracting Officer’s Representative (COR) prior to incurring any travel-related costs.

c. The Contractor shall be reimbursed for its reasonable actual travel expenses, excluding profit or fee, in accordance with its usual accounting practices consistent with FAR Subpart 31. All travel shall be directly related to and required for performance under this contract.

d. The Contractor shall include a breakdown of all authorized travel expenses as an attachment to each invoice. In no event shall travel expenses be burdened with profit or fee. The COR may require submission of additional supporting documentation (such as ticket stubs or receipts) before authorizing payment for invoiced travel costs.

e. Regular commuting expenses of Contractor personnel shall not be reimbursable.

f. Notwithstanding business class travel authorizations permitted by the Federal Travel Regulation, the Government will only reimburse the Contractor for economy (coach) class airfare for all travel conducted under this contract. Any airfare costs beyond economy class will be at the Contractor’s own expense, and shall not be directly reimbursable under this contract.

g. The Contractor shall be responsible for timely and complete submittal of the necessary information and forms directly to the appropriate entity for all required passports, visas, licenses, and permits.

Section C - DESCRIPTIONS/SPECIFICATIONS/WORK STATEMENT

SECTION C – PERFORMANCE WORK STATEMENT

C.1 INTRODUCTION

The U.S. Department of State, Bureau of International Security and Nonproliferation (ISN) is responsible for managing a broad range of U.S. nonproliferation polices, programs, agreements, and initiatives. ECC is one of twelve offices within ISN and designs, implements, and administers the Export Control and Border Security Program (EXBS) Program. EXBS promotes the adoption of strategic trade controls for WMD, their systems of delivery, destabilizing conventional weapons, and related items and technologies including emerging technologies, and builds capabilities to detect, interdict, investigate, and prosecute illicit transfers of such items.

Building partners’ capabilities to disrupt proliferation networks and prevent unauthorized transfers to actors of concern creates a force-multiplier effect augmenting U.S. diplomatic and technical nonproliferation efforts in the UN, within international organizations, and as part of multilateral export control regimes.

EXBS complements U.S. diplomatic efforts to promote bilateral and multilateral nonproliferation activities through the development, execution, and implementation of carefully selected projects. In line with U.S.

national security threats and programmatic priorities, EXBS helps to stem the proliferation of weapons of mass destruction and their delivery systems, as well as irresponsible transfers of conventional weapons, by assisting countries with establishing effective strategic trade and border control systems meeting international standards. Thus, the primary intent of this Request for Proposal (RFP) is to facilitate core EXBS objectives, including assisting EXBS partner countries with developing strategic trade control (STC) systems that meet international standards. EXBS also draws on the expertise of U.S. Government agencies, foreign government experts, the private sector, and academic community to organize over 250 different capacity-building training and outreach activities in over 67 countries worldwide, focused on developing national capacities in five critical areas: legal and regulatory frameworks; licensing systems; enforcement; industry outreach; and interagency and international coordination and cooperation.

ISN/ECC requires a contractor to provide logistic support for the continued effective operation of training activities and conferences in both the United States and in ISN/ECC partner nations. Due to the ongoing fluctuations in in-person events and on-site travel during the pandemic, EXBS also requires a flexible conference support task order to support larger scale logistics requirements in addition to standard logistics support services for training deliveries, conferences, consultations, meetings, and partner country support.

C.2 PURPOSE/OBJECTIVE

The purpose of this contract is to provide:

• Training delivery and expert consultations on all areas of a comprehensive strategic trade control (STC) system, in- cluding legal/regulatory development, licensing procedures and practices, government outreach to industry, border control inspection/detection/interdiction, investigation and prosecution of STC violations, interagency coordination, and International cooperation.

• Assessments of partner countries’ STC systems and EXBS program processes plus provision of program analytical support.

• Logistical support for multilateral conferences and training seminars to facilitate regional and global cooperation that help share experiences and best practices regarding strategic trade controls and build a community of like-minded countries contributing to the fight against WMD proliferation.

• Information technology support services to enhance and sustain the licensing, industry outreach, border control, and interagency coordination capabilities of partner countries.

• Course development and curriculum review that will produce course to train foreign government officials in interna- tionally-accepted export and border control policies, processes, and practices.

There also may be occasion where DoS uses this IDIQ to purchase equipment in support of services furnished hereunder. Such equipment may include, but is not limited to, IT equipment, WMD detection apparatus, cargo screening apparatus, communications gear, and other inspection-related tools.

The goal of this contract is to assist other governments in bringing their export and border control systems up to international standards and in establishing and implementing an independent capability to detect and interdict illicit trafficking in WMD, WMD-related items and conventional arms.

The nature of the work has a strong international emphasis with performance often occurring in remote locations (e.g., Central Asia, Eastern and Central Europe, the Balkans, the Caucasus, South Asia, Middle East, and Southeast Asia). The work requires significant knowledge of export/import control systems, customs duties, and value added tax (VAT). The contractor will face the difficulty of working in countries where English is not spoken. Delays and interruptions to actions required by host government components are common. In addition, the need to coordinate work performance among a variety of parties outside of DoS introduces a variety of uncertainties into the work environment. The contractor is expected to anticipate these possibilities and have established processes and contingency plans to mitigate the impact of delays.

C.3 WORK ACTIVITIES

As stated in Section B.2, this is an IDIQ contract that provides for the issuance of individual task orders. The task orders will define specific work activities and tasks to be performed. While each task order will contain some task specific performance standards, this IDIQ contains a generic group of performance standards in each activity that shall be applied to all task orders. Activities covered by this contract and representative work tasks follow.

Activity 1: Training Delivery and Exchange Support A core EXBS initiative is training and consulting with foreign govern- ment officials in internationally-accepted export control policies, processes, and practices.

a. CONUS delivery: Services shall include all logistical arrangements necessary for delivering the training, such as (but not limited to): securing a training venue and catering, arranging travel for course instructors, arranging travel for in-ternational participants, providing translated course materials to each training participant, providing simultaneous interpretation support during training, and any other incidental logistical considerations. Materials shall incorporate minimum subject matter proficiency standards, and include a method for evaluating student proficiency against those standards. Proficiency standards and evaluation must measure each individual student’s progress towards desired course outcomes. Proficiency evaluation could include such elements as minimum attendance require- ments, student participation in class discussion, practical exercises, and subject matter testing; or some combination thereof. All materials shall be furnished to ISN/ECC in electronic and paper copy.

b. International delivery: Services shall include all logistical arrangements necessary for delivering the training, such as (but not limited to): securing a training venue and catering, arranging travel for course instructors, arranging travel for out-of-town participants, providing translated course materials to each training participant, providing simultan- eous interpretation support during training, and any other incidental logistical considerations. Training shall be con- ducted in the local language with all course materials translated as appropriate. Materials shall incorporate minim- um subject matter proficiency standards, and include a method for evaluating student proficiency against those standards. Proficiency standards and evaluation must measure each individual student’s progress towards desired course outcomes. Proficiency evaluation could include such elements as minimum attendance requirements, stu- dent participation in-class discussion, practical exercises, and subject matter testing; or some combination thereof.

c. Train-the-trainer: To develop a self-sustaining capacity for partner countries to train their own officers, EXBS will conduct regular training in the train-the-trainer format. These materials shall incorporate best practices in adult learning, including lecture, group discussion, and participant presentations formats. The Train-the-Trainer courses shall be suitable for a group of up to six (6) partner country trainers. Implementers must be prepared to assist host country instructors with presenting regular training materials to the host nation audience.

d. Instructor development course (IDC): To develop a self-sustaining capacity for partner countries to train their own officers on best practices and techniques covered in EXBS training, EXBS will develop instructional materials and exercises and carry out training designed to develop host government instructor cadre. To cultivate the cadre of trainers in the host country, IDC course materials shall emphasize instructional system design, communication and presentation skills, lesson development and planning. The course should be suitable for a class of up to ten (10) in- structors. The total course duration shall not exceed three (3) days.

e. Consultations: Arrange for subject matter experts (SMEs) to travel to partner country capitals and support the efforts of governments to develop comprehensive strategic trade control (STC) systems that meet international require- ments.

Consultations shall be provided across the 5 EXBS program pillars of an effective STC system, i.e., legal/ regulatory, licensing, enforcement, industry outreach, interagency cooperation, and international cooperation. Expert consultations shall include, but are not limited to, reviewing and providing comments on STC laws, assisting in drafting implementing regulations for STC laws, critiquing border enforcement operations and training programs, assisting in the design of industry outreach strategies, and advising on requisite STC improvements for joining multi- lateral export control regimes.

Logistics support associated with consultations includes, but is not limited to, providing:

• Travel arrangements for SMEs

• Local transportation

• Venue

• Catering

• Note takers

• Audiovisual (AV) equipment

• Interpretation services

• Translation services

Performance Standards Applicable to each Task Order for Training Delivery and Exchange Support

Performance Objective PWS Paragraph Performance Standard/ Thresholds

Frequency of Surveillance

Target training delivery dates are met

1.a

1.b

1.c

1.d

1.e

Target training delivery dates are met based on the approved Mas-ter Training Schedule 90% of the time

Draft agenda provided one (1) month before the beginning of the training delivery 95% of the

Final agenda provided 1 week before the beginning of the train-ing delivery 95% of the time

Monthly

Periodic reports from the contractor and from EXBS staff

Program objectives achieved from a participant’s perspective

1.a

1.b

1.c

1.d

1.e

Participants mark “Agree” or better on their Course Evaluation

Forms 90% of the time

Participant Course Evaluation

Forms completed after every training delivery

Program objectives achieved from an observer’s perspective

1.c

1.d

1.e

Observers mark “Satisfactory” or better on their Evaluation Forms

90% of the time

Observer Evaluation Forms completed after training delivery

Effective communication 1.a

1.c

1.d

1.e

Contractors respond to GTM/ COR emails and phone calls within one (1) working day

Periodic communication

Monthly Status Report 1.a

Draft report provided to the COR Monthly

1.c

1.d

1.e within five (5) working days of the end of the month 95% of the

Respond to COR comments within five (5) working days of receipt 95% of the time

Meeting and teleconference sum-maries

1.c

1.d

1.e

Draft report provided to the COR within three (3) working days

95% of the time

Draft report is 95% accurate

After every meeting or teleconference

Activity 2: Analysis and Evaluations

a. Assessments: Every year, EXBS conducts third-party assessments of partner countries' strategic trade control systems in an ongoing effort to evaluate each partner’s needs and capabilities by assessing its progress against established international nonproliferation standards in the areas of dual-use and munitions licensing, customs and border enforcement, government outreach to industry, and international commitments. Assessments are conducted using the Impact Assessment Tool, a maturity model that examines effect of EXBS programming on partners' capacity to meet proliferation threats over time.

In addition, on an ad hoc basis, EXBS conducts thematic assessments, including border security assessments; assessments evaluating partners' exposure to proliferation risks, including risk of exposure to illicit proliferation/financing activity;

and industry/supply chain mapping analyses for technologies/industries relevant to WMD and conventional weapons development. To conduct effective assessments, implementers must demonstrate ability to identify, collect, analyze, and interpret international legal documents and relevant open-source materials, including but not limited to trade data, criminal idictments, and industry publications; be able to conduct interviews with U.S. and foreign government officials and industry representatives; and review implementation and enforcement data to develop conclusions about status of strategic trade controls in EXBS partner countries and make recommendations for future EXBS engagements. This may involve significant in-country travel, including to remote border locations and ports of entry. Expertise in strategic trade control frameworks, customs and border security operations, various monitoring and evaluation methodologies, and exceptional interviewing techniques are required to carry out EXBS assessment efforts.

b. Evaluations: Every year, ISN/ECC conducts at least one process evaluation of an element of its programmatic activities.

The annual evaluation is a requirement under 18 FAM 300 State Department Evaluation Policy. Services shall include broad support to ECC's Strategy and Planning Team, including the following:

• Defining the purpose(s) and user(s) of your evaluation.

• Identifying the use(s) of the evaluation results.

• Considering stage of development, program intensity, and logistics and resources.

• Determining the components of logic model that should be part of the focus given these utility and feasibility considerations.

• Formulating the evaluation questions to be asked of the program components in your focus, i.e., implementation, effectiveness, efficiency, and attribution questions.

• Reviewing evaluation questions with stakeholders, program managers, and program staff.

• Reviewing options and making recommendations for the evaluation design, making sure that the design fits the evaluation questions.

• Undertaking evaluation and generating actionable recommendations to surpport the needs of security sector capacity building programs, including foreign travel, as appropriate.

Implementers must possess Secret security clearance, and have experience in effectively communicating evaluation findings to relevant stakeholders.

a. Performance Measurement: On an annual basis, EXBS collects program-wide performance metrics. Implementers shall be prepared to evaluate effectiveness of EXBS performance metrics, propose new performance metrics as appropriate, and develop presentations/data visualization to communicate EXBS performance metrics to the external stakeholders.

Performance Standards Applicable to each Task Order for Analysis and Evaluations Services

Frequency of Surveillance

Assessment Planning 2.a Draft list of agencies and site visits generated three (3) months before a tentative assessment start date delivery 95% of the time

List of questions to individual agencies provided at least one

(1) month before the beginning of each assessment 95% of the

Weekly phone calls

Monthly status reports

Periodic reports from the con-tractor and from EXBS staff

Post Assessment Presentation for ISN/ECC staff

2.a. Post Assessment Presentation at ISN/ECC scheduled on a quarterly basis 90% of the time

Quarterly

Draft Assessment Report 2.a. Provided within two (2) months of assessment completion 95% of the time

Monthly

Evaluations/ Performance Meas-urement plans

2.b.

2.c.

Draft Master Design Plan for Evaluation/performance meas-urement submitted within forty-five (45) days of award 100% of the time

Forty-five (45) days after award

Evaluations/ Performance Meas-urement Conclusions and Re-commendations

2.b.

2.c.

Findings and implementable re-commendations are provided in accordance with the agreed upon

Final Master Design Plan 90% of the time

Monthly

Effective communication 2.a.

2.b.

2.c.

Contractors respond to GTM/ COR emails and phone calls within one (1) working day

Periodic communication

Monthly Status Report 2.a.

2.b.

2.c.

Draft report provided to the COR within five (5) working days of receipt 95% of the time

Monthly

Meeting and teleconference sum-maries

2.a.

2.b.

2.c.

Draft report provided to the COR

After every meeting or telecon-ference

Activity 3: Logistical Support

a. Exchange support (IVPs/senior policy exchange): Provide all CONUS logistical support necessary to facilitate events to include planning, coordination, and execution with minimal ISN/ECC involvement. The exchanges typic- ally last no more than fourteen (14) days and would include no more than seventy-five (75) participants to include high-level USG and foreign government officials.

This logistical support includes, but is not limited to, providing:

• Venue

• Lodging

• Catering

• Travel arrangements for all participants

• Local transportation

• Meeting scheduling and confirmation

• Note takers

• Audio/Visual equipment

• Interpretation services

• Translation services

• Group photograph

• Tracking and Consolidating participants lists

• Developing logistical information sheets

• Coordinating invitations and RSVPs

• Post-conference reporting and follow up

• Production of 508-compliant conference materials

a. Conferences/seminars: Provide all OCONUS logistical support necessary to facilitate events to include planning, coordination, and execution with minimal ISN/ECC involvement. The exchanges typically last no more than five (5) days and would include no more than seventy-five (75) participants to include high-level USG and foreign govern- ment officials.

This logistical support includes, but is not limited to, providing:

• Venue

• Lodging

• Catering

• Travel arrangements for all participants

• Local transportation

• Meeting scheduling and confirmation

• Note takers

• Audio/Visual equipment

• Interpretation services

• Translation services

• Group photograph

• Tracking and Consolidating participants lists

• Developing logistical information sheets

• Coordinating invitations and RSVPs

• Post-conference reporting and follow up

• Production of 508-compliant conference materials

Performance Standards Applicable to each Task Order for Logistical Support

Performance Objective PWS Paragraph Performance Standard/ Frequency of Surveillance

Thresholds

Logistics Planning 3.a Formalize arrangements with the providers of the following applicable services thirty (30) days before the start of the event 100% of the time:

Venue Lodging Catering Local transportation

Audio/Visual Equipment

Periodic reports from the contractor and from EXBS staff

Program objectives achieved from an observer’s perspective

3.a.

3.b.

Observers mark “Satisfactory” or better on their Evaluation Forms

90% of the time

Observer Evaluation Forms completed after delivery

Event summary documentation 3.a.

3.b.

After action report submitted by the Contractor within 30 days of the final day of the event 100% of the time

Monthly

Effective communication 3.a.

3.b.

Contractors respond to GTM/ COR emails and phone calls within one (1) working day

Periodic communication

Monthly Status Report 3.a.

3.b.

Draft report provided to the COR within five (5) working days of receipt 95% of the time

Monthly

Meeting and teleconference summaries

3.a.

3.b.

Draft report provided to the COR

Activity 4: Information Technology (IT) Support

Provide IT services in support of implementing the EXBS program that include but are not limited to the following:

a. Host, update, and troubleshoot existing EXBS online software tools designed to support partner government licensing activities, such as Restricted Parties Screening Tool, Classification Search Tool, and Internal Compliance Program.

b. Develop new automated tools in support of licensing, enforcement, and industry compliance activities.

c. Assist EXBS partner governments in developing and maintaining web sites that include strategic trade control laws, regulations, licensing requirements and procedures, and other relevant materials for enterprises seeking to engage in the legitimate transfer of WMD dual-use commodities and conventional arms.

d. Assist partner governments in developing and implementing automated licensing review processes that enhance interagency coordination and promote transparency of decision making.

e. Assist partner governments in developing national internal compliance programs to promulgate to enterprises engaged in transfers of dual-use commodities and conventional arms.

f. Provide technical support for partner government efforts to establish strategic trade control web sites, implement automated licensing processes, deploy a national internal compliance program, employ EXBS electronic tools, etc. May include ad-hoc system support and troubleshooting, limited provision and replacement of hardware and software, technical consultations on system configuration and compatibility issues, user training, and system mainten- ance.

g. Assist DoS in making existing EXBS courses available online for partner countries and EXBS team members around the world.

h. Establish temporary sites for training/conference registration, exchange of materials, and storing information.

i. Assist DoS in developing the technical framework for EXBS e-learning courses training tools/components to support distance learning courses.

Performance Standards Applicable to each Task Order for Information Technology (IT) Support

Frequency of Surveillance

Logistics Planning 4.a.

4.b.

4.c.

4.d.

4.e.

4.f.

4.g.

4.h.

4.i.

All logistical arrangements for IT support are made in accord-ance with the agreed upon Master IT Development Schedule

Periodic reports from the contractor and from EXBS staff

Timely, accurate, and complete deliverables

4.a.

4.b.

4.c.

4.d.

4.e.

4.f.

4.g.

4.h.

4.i.

All deliverables are complete and provided in accordance with the agreed upon Master IT

Development Schedule

Periodic reports from the con-tractor and from EXBS staff

Effective communication 4.a.

4.c.

4.d.

4.e.

4.f.

4.g.

4.h.

4.i.

Contractors respond to GTM/ COR emails and phone calls within one (1) working day

Periodic communication

Monthly Status Report 4.a.

4.b.

4.c.

4.d.

4.e.

4.f.

4.g.

4.h.

Draft report provided to the COR within five (5) working days of the end of the month 95% of the time

Respond to COR comments within five (5) working days of receipt 95% of the time

4.i..

Meeting and teleconference summaries

4.a.

4.c.

4.d.

4.e.

4.f.

4.g.

4.h.

4.i..

Draft report provided to the COR

Activity 5: Curriculum Development:

DoS frequently works with contractors to develop new EXBS courses to employ in training foreign government officials in internationally-accepted export and border control policies, processes, and practices. DoS also has contractors assist it in reviewing and revising existing EXBS curricula to ensure they correlate to current international standards and best practices. These activities typically include:

a. Developing a new course or revamping government furnished course materials drawing on the efforts of instruction- al designers and subject matter experts. The Contractor is expected to rely on its own expertise to determine appropriate course development/refinement methodologies and course content as long as it comports within the DoS established course objectives, international best practices, and standards established by respected governments and international organizations.

b. Incorporating minimum subject matter proficiency standards for participants in the course, and devise a method for evaluating participant proficiency against those standards

c. Utilizing adult learning best practices, including lecture, group discussion, and interactive exercises, and include reference resources that will enable EXBS Advisors to continue independent learning:

d. Working closely with DoS to refine course modules and include DoS feedback.

e. Producing all required course materials to include PowerPoint slides, presenter notes, texts, illustrations and diagrams, student reference materials, student proficiency assessment plans, and any other appropriate materials.

f. Conducting a proof of concept delivery in a partner country.

g. Refining the course and producing a final version of it that incorporates lessons learned, the feedback received during pilot delivery, and DoS feedback/guidance.

h. Providing the revised course materials package to DoS for its retention.

i. Delivering the final course in another country (ies).

Performance Standards Applicable to each Task Order for Curriculum Development

Frequency of Surveillance

Course Development 5.a.

5.b.

5.c.

5.d.

5.e.

5.g.

5.h.

Contractor meets course devel-opment milestones in accordance with the agreed upon Master Curriculum Development Schedule 90% of the time

Course Refinement 5.d. Contractor incorporates 95% of Periodic communication

DoS-directed changes during rolling review and after Proof of

Concept Delivery

Program objectives achieved from a participant’s perspective Proof of Concept Delivery Subsequent Course Deliveries

5.f.

5.i.

Participants mark “Agree” or better on their Course Evaluation

Forms 90% of the time

Participant Course Evaluation Forms completed after every training delivery

Program objectives achieved from a observer’s perspective Proof of Concept Delivery Subsequent Course Deliveries

5.f.

5.i.

Observers mark “Satisfactory” or better on their Evaluation Forms

90% of the time

Observer Evaluation Forms completed after course delivery

Final Course Package

5.h. Submitted within 60 days of Proof of Concept Delivery

Effective communication 5.a.

5.b.

5.c.

5.d.

5.e.

5.g.

5.h.

5.i.

Contractor responds to GTM/ COR emails and phone calls within one (1) working day

Periodic communication

Monthly Status Report 5.a.

5.b.

5.c.

5.d.

5.e.

5.g.

5.h.

5.i.

Draft report provided to the COR within five (5) working days of receipt 95% of the time

Meeting and teleconference summaries

5.a.

5.b.

5.c.

5.d.

5.e.

5.g.

5.h.

5.i.

Draft report provided to the COR

95% of the time.

Draft report is 95% accurate.

52.223-3 - Hazardous Material Identification and Material Safety Data (Feb 2021)

(a) "Hazardous material," as used in this clause, includes any material defined as hazardous under the latest version of Federal Standard No. 313 (including revisions adopted during the term of the contract).

(b) The offeror must list any hazardous material, as defined in paragraph (a) of this clause, to be delivered under this contract. The hazardous material shall be properly identified and include any applicable identification number, such as National Stock Number or Special Item Number. This information shall also be included on the Material Safety Data Sheet submitted under this contract.

Material (if none, insert None) Identification No.

(c) This list must be updated during performance of the contract whenever the Contractor determines that any other material to be delivered under this contract is hazardous.

(d) The apparently successful offeror agrees to submit, for each item as required prior to award, a Material Safety Data Sheet, meeting the requirements of 29 CFR 1910.1200(g) and the latest version of Federal Standard No. 313, for all hazardous material identified in paragraph (b) of this clause. Data shall be submitted in accordance with Federal Standard No. 313, whether or not the apparently successful offeror is the actual manufacturer of these items. Failure to submit the Material Safety Data Sheet prior to award may result in the apparently successful offeror being considered nonresponsible and ineligible for award.

(e) If, after award, there is a change in the composition of the item(s) or a revision to Federal Standard No. 313, which renders incomplete or inaccurate the data submitted under paragraph (d) of this clause, the Contractor shall promptly notify the Contracting Officer and resubmit the data.

(f) Neither the requirements of this clause nor any act or failure to act by the Government shall relieve the Contractor of any responsibility or liability for the safety of Government, Contractor, or subcontractor personnel or property.

(g) Nothing contained in this clause shall relieve the Contractor from complying with applicable Federal, State, and local laws, codes, ordinances, and regulations (including the obtaining of licenses and permits) in connection with hazardous material.

(h) The Government's rights in data furnished under this contract with respect to hazardous material are as follows:

(1) To use, duplicate and disclose any data to which this clause is applicable. The purposes of this right are to--

(i) Apprise personnel of the hazards to which they may be exposed in using, handling, packaging, transporting, or disposing of hazardous materials;

(ii) Obtain medical treatment for those affected by the material; and

(iii) Have others use, duplicate, and disclose the data for the…