I_01_b. SOW for SS Notice.docx

Requirements Document Appropriations Law Refresher and Seminar

1.0 Background

The Department of the Treasury, Departmental Offices (DO), Deputy Assistant Secretary Management and Budget (DASMB) and Deputy Chief Financial Officer (DCFO) seeks to ensure budget analysts and related classifications maintain a high degree of knowledge and proficiency in Federal appropriations law and related budget execution principles. To meet this objective, DO personnel will attend structured commercial off-the-shelf (COTS) training in Appropriations Law.

2.0 Scope

The Contractor shall provide commercial off-the-shelf Appropriations Law training to Departmental Offices personnel. Training shall include:

· Appropriations Law Refresher (2 Days)

· Appropriations Law Seminar (4 Days)

Training shall be delivered in both in-person and virtual formats as described below.

Class sizes shall not exceed thirty (30) participants per session. Final enrollment per session shall be determined based on confirmed participant counts and applicable pricing tiers.

3.0 Task

The Contractor shall provide the following:

3.1 Appropriations Law Refresher (2 Days)

The Contractor shall deliver:

· Two (2) in-person sessions at the Contractor’s training facility (Management Concepts), each anticipated to fall within the 15–20 pricing tier and not to exceed twenty (20) participants per session.

· One (1) virtual session anticipated to fall within the 15–20 pricing tier and not to exceed twenty (20) participants per session.

Total estimated Refresher participants: 56.

Final enrollment numbers will be confirmed prior to execution and shall not exceed 30 participants per session.

3.2 Appropriations Law Seminar (4 Days)

The Contractor shall deliver:

· One (1) virtual session for approximately six (6) participants, anticipated to fall within the up to 14 pricing tier and not to exceed fourteen (14) participants per session.

Total estimated Seminar participants: 6.

4.1 Training Sessions and materials

The Contractor shall offer the Appropriations Law (Refresher and Seminar) course based on confirmed DASMB and DCFO enrollment not to exceed sixty-two (62) participants.

Each student shall receive electronic course materials sufficient to support instruction. Materials shall remain with the participant upon completion of the course.

Upon successful completion of the Appropriations Law (Refresher or Seminar) class within the timeframes established by the government and the contractor, the Federal employee shall be eligible to receive a certificate of completion for the Appropriations Law (Refresher or Seminar) course.

4.2 Course Guide

Each student shall be issued a course guide and / or textbook that covers the material for Appropriations Law. The guide shall be electronic and/or bound and includes material that supports each lesson. The guide shall also allow for the taking of notes. Training material, guides, textbook, etc. shall remain with the student upon completion of the course.

4.3 Course Evaluation Summary

Upon completion of each course, DASMB and DCFO attendees survey shall be performed and documented to measure the success of the training. The Contractor can use existing methods to measure the success of the class however, those methods must allow for an average of the total scores to be calculated and submitted to the COR (DLV: Course Evaluation Summary). Submission of the score can be by email to the COR.

4.4 Successful Class Completion

A Successful Class Completion comprises all Appropriation Law (Refresher and Seminar) training deliverables, Appropriation Law (Refresher and Seminar) training, a Course Evaluation Summary, and a Course Completion Certificate.

5.0 Deliverables

6.0 Period of Performance

The Period of Performance shall be twelve (12) months from date of award.

Training dates shall be mutually agreed upon by the Government and Contractor. Funding documentation shall be provided consistent with contract terms and vendor requirements prior to confirmed delivery dates.

7.0 Place of Performance

· In-person sessions shall be delivered at the Contractor’s training facility.

· Virtual sessions shall be delivered via the Contractor’s approved virtual training platform.

8.0 Acceptance

Acceptance shall be based on successful delivery of:

· Scheduled training sessions

· Course Evaluation Summaries

· Certificates of Completion

· Contractor must achieve an averaged minimum score of 75% based on survey results from the total number of DASMB and DCFO students that attended the training under this contract based on aggregated survey results using the contractor’s standard evaluation instrument.

9.0 Travel

Reimbursement for contractor travel is not authorized in support of this contract.