HSSCCG-16-Q-00041.pdf

SEE ADDENDUMIS CHECKED

CODE 18a. PAYMENT WILL BE MADE BY

CODE

FACILITYCODE

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER

OFFEROR

CIS

South Burlington VT 05403 70 Kimball Avenue Department of Homeland Security USCIS Contracting Office

HCT CODE 16. ADMINISTERED BYCODE

X

X

X

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED ORCIS

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

12/14/2015 1200 ET

12/04/2015

802-872-4658Michael Drake (No collect calls)

INFORMATION CALL:

FOR SOLICITATION 8. OFFER DUE DATE/LOCAL TIMEb. TELEPHONE NUMBER a. NAME

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

HSSCCG-16-Q-00041

5. SOLICITATION NUMBER

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS 1. REQUISITION NUMBER PAGE OF

1 37 OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

TELEPHONE NO.

17a. CONTRACTOR/

So. Burlington VT 05403 70 Kimball Avenue

HUMAN CAPITAL AND TRAINING OFFICE

15. DELIVER TO

South Burlington VT 05403 70 Kimball Avenue Department of Homeland Security

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW

ISSUE DATE

DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

11.

SEE SCHEDULE

12. DISCOUNT TERMS

THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13a.

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

8(A)

USCIS Contracting Office

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

This will be a firm-fixed price order for Kirkpatrick Four Levels of Evaluation Model Certification training.

DO/DPAS Rating: NONE Period of Performance: 12/15/2015 to 12/14/2020

0001 Four Levels of Evaluation Model - BRONZE Level 1 EA Certification Continued ...

(Use Reverse and/or Attach Additional Sheets as Necessary)

HEREIN, IS ACCEPTED AS TO ITEMS:

XX

DATED

Sarah E. Rizner

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

ARE

31c. DATE SIGNED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (Type or print)

ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

26. TOTAL AWARD AMOUNT (For Govt. Use Only)

OFFER

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

30b. NAME AND TITLE OF SIGNER (Type or print)

30a. SIGNATURE OF OFFEROR/CONTRACTOR

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

25. ACCOUNTING AND APPROPRIATION DATA

29. AWARD OF CONTRACT:

REF.

HSSCCG-16-Q-00041

mwdrake Typewritten Text mwdrake Typewritten Text 611430 mwdrake Typewritten Text mwdrake Sticky Note Accepted set by mwdrake mwdrake Typewritten Text mwdrake Typewritten Text 11.0M

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32c. DATE 32b. SIGNATURE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

40. PAID BY39. S/R VOUCHER NUMBER38. S/R ACCOUNT NUMBER

37. CHECK NUMBER

FINALPARTIAL

36. PAYMENT

FINALPARTIAL

35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER33. SHIP NUMBER

COMPLETE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

42d. TOTAL CONTAINERS42c. DATE REC'D (YY/MM/DD)

42b. RECEIVED AT (Location)

42a. RECEIVED BY (Print)

41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

STANDARD FORM 1449 (REV. 2/2012) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

Period of Performance: 12/15/2015 to 12/14/2016

0001A Particpants for Course 1 (cost per student up to 20 EA

20)

0001B Travel/ODC All Courses, NTE $5,500.00

0002 Four Levels of Evaluation Model - SILVER Level 1 EA

Certification

Period of Performance: 12/15/2015 to 12/14/2016

0002A Particpants for Course 2 (cost per student up to 12 EA

12)

0003 Four Levels of Evaluation Model - Management 1 EA

Training

(Option Line Item)

Period of Performance: 12/15/2015 to 12/14/2016

0003A Particpants for Course 3 (cost per student up to 15 EA

15)

(Option Line Item)

Continued ...

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

37 2 of

HSSCCG-16-Q-00041

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

3 37

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

HSSCCG-16-Q-00041

0004 Four Levels of Evaluation Model - Management 1 EA

Training

(Option Line Item)

Period of Performance: 12/15/2015 to 12/14/2016

0004A Particpants for Course 4 (cost per student up to 15 EA

15)

(Option Line Item)

Line Items 1001-1004A can be exercised anytime between 12/15/16 and 12/14/17. Classes will be scheduled after option is exercised.

1001 Four Levels of Evaluation Model - BRONZE Level 1 EA

Certification

(Option Line Item)

1001A Particpants for Course 1 (cost per student up to 20 EA

20)

(Option Line Item)

1001B Travel/ODC All Courses- NTE $5,665 1 LO

(Option Line Item)

1002 Four Levels of Evaluation Model - SILVER Level 1 EA

Certification

(Option Line Item)

Period of Performance: 12/15/2016 to 12/14/2017

1002A Particpants for Course 2 (cost per student up to 12 EA

12)

(Option Line Item)

1003 Four Levels of Evaluation Model - Management 1 EA

Training

(Option Line Item)

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

4 37

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

HSSCCG-16-Q-00041

Period of Performance: 12/15/2016 to 12/14/2017

1003A Particpants for Course 3 (cost per student up to 15 EA

15)

(Option Line Item)

1004 Four Levels of Evaluation Model - Management 1 EA

Training

(Option Line Item)

Period of Performance: 12/15/2016 to 12/14/2017

1004A Particpants for Course 4 (cost per student up to 15 EA

15)

(Option Line Item)

Line Items 2001-2004A can be exercised anytime between 12/15/17 and 12/14/18. Classes will be scheduled after option is exercised.

2001 Four Levels of Evaluation Model - BRONZE Level 1 EA

Certification

(Option Line Item)

Period of Performance: 12/15/2017 to 12/14/2018

2001A Particpants for Course 1 (cost per student up to 20 EA

20)

(Option Line Item)

2001B Travel/ODC All Courses- NTE$5,834.95 1 LO

(Option Line Item)

2002 Four Levels of Evaluation Model - SILVER Level 1 EA

Certification

(Option Line Item)

Period of Performance: 12/15/2017 to 12/14/2018

2002A Particpants for Course 2 (cost per student up to 12 EA

12)

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

5 37

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

HSSCCG-16-Q-00041

(Option Line Item)

2003 Four Levels of Evaluation Model - Management 1 EA

Training

(Option Line Item)

Period of Performance: 12/15/2017 to 12/14/2017

2003A Particpants for Course 3 (cost per student up to 15 EA

15)

(Option Line Item)

2004 Four Levels of Evaluation Model - Management 1 EA

Training

(Option Line Item)

Period of Performance: 12/15/2017 to 12/14/2018

2004A Particpants for Course 4 (cost per student up to 15 EA

15)

(Option Line Item)

Line Items 3001-3004A can be exercised anytime between 12/15/18 and 12/14/19. Classes will be scheduled after option is exercised.

3001 Four Levels of Evaluation Model - BRONZE Level 1 EA

Certification

(Option Line Item)

Period of Performance: 12/15/2018 to 12/14/2019

3001A Particpants for Course 1 (cost per student up to 20 EA

20)

(Option Line Item)

3001B Travel/ODC All Courses- NTE $ 6,010.00 1 LO

(Option Line Item)

3002 Four Levels of Evaluation Model - SILVER Level 1 EA

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

6 37

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

HSSCCG-16-Q-00041

Certification

(Option Line Item)

Period of Performance: 12/15/2018 to 12/14/2019

3002A Particpants for Course 2 (cost per student up to 12 EA

12)

(Option Line Item)

3003 Four Levels of Evaluation Model - Management 1 EA

Training

(Option Line Item)

Period of Performance: 12/15/2018 to 12/14/2019

3003A Particpants for Course 3 (cost per student up to 15 EA

15)

(Option Line Item)

3004 Four Levels of Evaluation Model - Management 1 EA

Training

(Option Line Item)

Period of Performance: 12/15/2018 to 12/14/2019

3004A Particpants for Course 4 (cost per student up to 15 EA

15)

(Option Line Item)

Line Items 4001-4004A can be exercised anytime between 12/15/19 and 12/14/20. Classes will be scheduled after option is exercised.

4001 Four Levels of Evaluation Model - BRONZE Level 1 EA

Certification

(Option Line Item)

Period of Performance: 12/15/2019 to 12/14/2020

4001A Particpants for Course 1 (cost per student up to 20 EA

20)

(Option Line Item)

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

7 37

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

HSSCCG-16-Q-00041

4001B Travel/ODC All Courses- NTE$ 6,190.30 1 LO

(Option Line Item)

4002 Four Levels of Evaluation Model - SILVER Level 1 EA

Certification

(Option Line Item)

Period of Performance: 12/15/2019 to 12/14/2020

4002A Particpants for Course 2 (cost per student up to 12 EA

12)

(Option Line Item)

4003 Four Levels of Evaluation Model - Management 1 EA

Training

(Option Line Item)

Period of Performance: 12/15/2019 to 12/14/2020

4003A Particpants for Course 3 (cost per student up to 15 EA

15)

(Option Line Item)

4004 Four Levels of Evaluation Model - Management 1 EA

Training

(Option Line Item)

Period of Performance: 12/15/2019 to 12/14/2020

4004A Particpants for Course 4 (cost per student up to 15 EA

15)

(Option Line Item)

CONTRACT ADMINISTRATION

The contractor shall not accept any instruction that would result in any change to the supplies or services herein by any entity other than the issuing office's Contracting Officer (CO). The following is delegated to the Contract Specialist

(CS) and Contracting Officer Representative

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

8 37

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

HSSCCG-16-Q-00041

(COR). COR is responsible for technical monitoring, receiving and accepting the product or service and verifying and recommending approval of invoices of firm fixed price services. The CS is a procurement official who assists the CO in all aspects of the contracting functions. The CS will review and approve proper, accurate, and complete invoices for FFP contracts, and forward the approved invoices for payment processing. The CS will work with all involved to resolve any invoicing issues and insure the invoice documentation is accurate in the electronic record.

Contracting Officer Representative (COR)

Hollie Walsh, 802-288-7940, hollie.l.walsh@uscis.dhs.gov

Contract Specialist (CS)

Mike Drake, 802-872-4658, Michael.W.Drake@uscis.dhs.gov

Contracting Officer (CO)

Sarah Rizner, 802-872-4157, sarah.e.rizner@uscis.dhs.gov

Attached:

1- Statement of Work

2- Terms and Conditions

3- Security Clause 3

4- PII

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

DEPARTMENT OF HOMELAND SECURITY (DHS)

US CITIZENSHIP AND IMMIGRATION SERVICES (USCIS)

STATEMENT OF WORK (SOW)

Four Levels of Evaluation Model Certification Program

(Bronze and Silver Level, and Managers Sessions)

A. BACKGROUND

The mission of United States Citizenship and Immigration Services (USCIS) is “to secure America’s promise as a nation of immigrants by providing accurate and useful information to our customers, granting immigration and citizenship benefits, promoting an awareness and understanding of citizenship and ensuring the integrity of our immigration system.”

The mission of the Human Capital and Training Division (HCT) is to administer an integrated program of recruitment, training, professional development, and employee benefits that enable USCIS to successfully carry out agency responsibilities to the Nation.

Within HCT, the Training and Career Development Division (TCDD) creates, develops, evaluates, and manages training classes and programs that are delivered Agency wide.

Evaluation of training is a key element to providing quality training services. HCT is seeking to procure the services of a Contractor to provide training evaluation certification courses based on the New World Kirkpatrick’s Four Levels of Evaluation Model, which has become an industry standard for measuring the value of training. This will include instruction in the methodologies involved in planning and implementing multilevel evaluation programs.

B. SCOPE

This SOW covers the solicitation for qualified personnel to deliver training courses tailored for USCIS on the New World Kirkpatrick’s Four Levels of Evaluation Model, leading to the Bronze and Silver Level evaluation certification for USCIS Training Officers and other learning and development professionals. These courses should be developed for professionals with basic through intermediate knowledge of evaluation methodology.

C. OBJECTIVE

Provide live (in-person or web-based), instructor-led, certification courses that teach participants how to strategically plan for and measure training effectiveness using the Four Levels of Training Evaluation (Reaction, Learning, Behavior, and Results) in alignment with business requirements and environmental drivers. The objective of this initiative is to ensure that USCIS learning and development professionals provide the best quality training courses and programs through the development of a well-structured evaluation plan and are capable of executing against that plan using established instructional systems design and evaluation methodologies.

The courses should prepare personnel and their managers to develop and implement effective evaluation plans in their offices. Contractors will work closely with TCDD Evaluation Program Manager and should have a working knowledge of USCIS learning & development infrastructure and requirements.

mwdrake

ATTACHMENT 1- SOW

D. PERIOD OF PERFORMANCE

The period of performance (POP) is for a twelve month base year and four (4) twelve month option years.

The base period will include options for one (1) 2-day certification (Bronze) course, with up to twenty (20) participants; one (1) 1-day certification (Silver) course with up to twelve (12) participants; and up to two (2) Managers sessions with up to fifteen (15) participants. Each of the sessions shall be exercised at the discretion of USCIS. The sessions will be scheduled in agreement with USCIS and the Contractor based on the availability of their lead facilitators.

The first option year will include options for one (1) 2-day certification (Bronze) course, with up to twenty (20) participants; one (1) 1-day certification (Silver) course with up to twelve (12) participants; and up to two (2) Managers sessions with up to fifteen (15) participants. Each of the sessions shall be exercised at the discretion of USCIS. The sessions will be scheduled in agreement with USCIS and the Contractor based on the availability of their lead facilitators.

The second option year will include options for one (1) 2-day certification (Bronze) course, with up to twenty (20) participants; one (1) 1-day certification (Silver) course with up to twelve (12) participants; and up to two (2) Managers sessions with up to fifteen (15) participants. Each of the sessions shall be exercised at the discretion of USCIS. The sessions will be scheduled in agreement with USCIS and the Contractor based on the availability of their lead facilitators.

The third option year will include options for one (1) 2-day certification (Bronze) course, with up to twenty (20) participants; one (1) 1-day certification (Silver) course with up to twelve (12) participants; and up to two (2) Managers sessions with up to fifteen (15) participants. Each of the sessions shall be exercised at the discretion of USCIS. The sessions will be scheduled in agreement with USCIS and the Contractor based on the availability of their lead facilitators.

The fourth option year will include options for one (1) 2-day certification (Bronze) course, with up to twenty (20) participants; one (1) 1-day certification (Silver) course with up to twelve (12) participants; and up to two (2) Managers sessions with up to fifteen (15) participants. Each of the sessions shall be exercised at the discretion of USCIS. The sessions will be scheduled in agreement with USCIS and the Contractor based on the availability of their lead facilitators.

E. PLACE OF PERFORMANCE

The certification courses will be held at USCIS locations in one or more of the following cities:

• Washington, DC

• Dallas, TX

• Laguna Niguel, CA

The Managers sessions may be held via web-conferencing or at a USCIS location.

Offsite work will be at the Contractor’s location.

The Government reserves the right to cancel or suggest alternative dates as deemed necessary due to scheduling changes. USCIS shall provide the Contractor a two-week written notice (via the Contracting Officer, if appropriate) if a scheduled session needs to be cancelled and/or re-scheduled. Cancelled or rescheduled events for which the Contractor has received at least the two-week notice shall be executed without additional cost to the Government.

F. SPECIFIC REQUIREMENTS/TASKS

• Deliver a 2-day live, instructor led course, including training materials, on the New World Kirkpatrick Four Levels of Evaluation Model (Bronze Level) Certification that provides the following:

o Detailed instruction on the New World Kirkpatrick Four Levels of Evaluation Model and what each level measures, which include, Reaction, Learning, Transfer, and Results o Interactive student participation in course o Facilitation by a nationally recognized subject matter expert o Exploration of the reasons why evaluation is critical to training success o Case studies of companies/agencies that have used a multi-level evaluation model effectively o Delivery content adapted to USCIS context and cases o Exploration of how to ensure that what is learned transfers to on-the-job behaviors o A Decision-Making Model for allocating training resources effectively o A participant manual with examples and templates that may be adapted to build user specific evaluation tools o Instruction on how to create effective program evaluation plans o Opportunity for students to develop their own evaluation action plan o Review and comment on participant created evaluation plans during the program o Distribution of Bronze Level training certificates, a virtual badge, and the ability to use Kirkpatrick licensed materials within USCIS for participants following the successful completion of the training o Provide templates and job aids for Bronze level graduates to implement evaluation methodologies.

o Provide ongoing support to Bronze level graduates and access to professional evaluator networks.

o Access to one year of follow-up support, consultation, and materials after certification (via email / telephone)

• Deliver a 1-day live, instructor led course, including training materials, on Kirkpatrick’s

Four Levels of Evaluation Model (Silver Level) Certification that provides the following:

o Seamless integration using content from the from the Bronze Level 2-day program; using the same terminology and facilitation practices.

o Interactive student participation in course o Facilitation by a nationally recognized subject matter expert o Workbook including templates, tools and case studies of companies/agencies that have used a multi-level evaluation model effectively o Opportunity for the participants to create an action plan to create and present a final program report to earn Kirkpatrick Silver Level certified credential o Follow-up networking and webinar/conference calls with other certified individuals o Delivery content adapted to USCIS context and cases o Provide audio feedback to Silver Level program participants on their evaluation plans.

o Provide webinar and individual consultation and feedback to Silver Level program participants on their evaluation plans.

o Distribution of Silver Level training certificates, a virtual badge, and the ability to use Kirkpatrick licensed materials within USCIS for participants following the successful completion of the training o Provide templates and job aids for Silver level graduates to implement evaluation methodologies.

o Provide ongoing support to Silver level graduates and access to professional evaluator networks.

o Access to one year of follow-up support, consultation and materials after certification (via email / telephone)

• Deliver a 1-day live, instructor-led course (face to face or virtual), including training materials, to USCIS leadership/management on Kirkpatrick’s Four Levels of Evaluation Model that provides the following:

o Seamless integration from the certification programs; using the same terminology and facilitation practices o Interactive students participation in course o Facilitation by a nationally recognized subject matter expert o Workbook including templates, tools and case studies of companies/agencies that have used a multi-level evaluation model effectively o Opportunity for the participants to create an action plan to implement evaluation plans in their offices o Delivery content adapted to USCIS context and cases o Access to one year of follow-up support, consultation and materials after certification (via email / telephone) o Provide Evaluation Program Manager with Level 1, 2, and 3 data on course effectiveness.

o Provide on-site consultation to USCIS leadership and Evaluation Program

Manager on USCIS training evaluation-related processes and programs.

o Provide educational sessions to USCIS management on the New World

Kirkpatrick Four Levels Model on their role in supporting training professionals who have completed their Bronze and Silver certifications.

• Instructor Qualifications:

o Have ten years of experience instructing the Kirkpatrick Four Levels of Evaluation Model o Be certified in the New World Kirkpatrick Four Levels of Evaluation Model o Instruct on the New World Kirkpatrick Four Levels of Evaluation Model and provide the participants certification in New World Kirkpatrick Four Levels of Evaluation Model, Bronze Level, at the successful completion of the 2-day course.

o Instruct on the New World Kirkpatrick Four Levels of Evaluation Model and provide the participants certification on New World Kirkpatrick Four Levels of Evaluation Model, Silver Level, at the successful completion of the 1-day course and follow-on webinars as required for participants to achieve Silver Level.

o o Have strong interpersonal skills along with excellent oral and written communication abilities.

o Have prior experience working with other government agencies or other non-profit organizations in planning and completing multi-level training evaluation/impact studies, documentation of methodologies, and development of large-scale evaluation plans, demonstrated in testimonials from customers of their work.

o Have a proven ability to develop and present effective instruction on training evaluation methodologies, based on testimonials and past performance reviews from prior government agencies or other non-profit organizations.

G. EMPLOYEE IDENTIFICATION

Contractor employees visiting Government facilities shall wear an identification badge that, at a minimum, displays the Contractor name, the employee’s photo, name, clearance-level and badge expiration date. Visiting Contractor employees shall comply with all Government escort rules and requirements. All Contractor employees shall identify themselves as Contractors when their status is not readily apparent and display all identification and visitor badges in plain view above the waist at all times.

H. TRAVEL

Contractor travel may be required to support this requirement. All travel required by the Government outside the local commuting area(s) will be reimbursed to the Contractor in accordance with the Federal Travel Regulations. Travel for the post award conference and other meetings are not authorized for reimbursement. The Contractor shall be responsible for obtaining COR approval (electronic mail is acceptable) for all reimbursable travel in advance of each travel event.

I. POST AWARD CONFERENCE/MEETINGS

The Contractor shall attend a Post-Award-Conference with the Program Manager, Contracting Officer, and the COR no later than ten (10) business days after the date of award. The purpose of the Post Award Conference, which will be chaired by the Contracting Officer, is to discuss technical and contracting objectives of this contract and review the Contractor's draft project plan. The Post Award Conference will be held at the Government’s facility, located at 633 3rd St., NW, Washington, D.C. or via teleconference.

The Contractor shall have a planning meeting with the PM 10 weeks prior to the start of each session.

The Contractor shall notify the PM of the instructor’s contact information 8 weeks prior to the start of each session.

The Contractor shall provide the PM and COR with a project plan 8 weeks prior to the start of each session.

The Contractor shall hold a content customization meeting with USCIS 4 weeks prior to the start of each session.

The Contractor shall have an instructor prep meeting with the PM 3 weeks prior to the start of each session.

The Contractor shall have a debrief meeting with the PM one week following the end of each session.

The Contractor shall provide the PM a copy of each participant’s evaluation plan before the completion of the period of performance.

J. SECTION 508 COMPLIANCE

In accordance with Federal Acquisition Regulation (FAR) 39.203(b) (3) and (c) (2) for Electronic and Information Technology; Compliance with Section 508 of the Rehabilitation Act of 1973, and its 1988 Amendments, Section 508 requires that when Federal agencies develop, procure, maintain, or use electronic and information technology, Federal employees with disabilities and members of the public with disabilities seeking information or services from a federal agency, have comparable access to and use of information as employees and members of the public who have no disabilities, unless an undue burden would be imposed on the agency. The contractor shall ensure that the services to be provided are in compliance with the Electronic and Information Technology Accessibility Standards (36 CFR 1194).

K. GOVERNMENT FURNISHED RESOURCES

The Government will provide the training space, equipment and supplies necessary to perform the on-site portion of Contractor services required in this contract, unless specifically stated otherwise in this work statement.

The Government will provide all necessary information, data and documents to the Contractor for work required under this contract, but will remain the property of USCIS.

L. CONTRACTOR FURNISHED PROPERTY

The Contractor shall furnish all facilities, materials, equipment and services necessary to fulfill the requirements of this contract, except for the Government Furnished Resources specified above. Course material cost shall be based on a per person basis for all courses.

Materials shall be shipped two weeks prior to the start of each session.

M. DELIVERABLES

ITEM SOW

REFERENCE DELIVERABLE / EVENT DUE BY

DISTRIBUTION

1 I Post Award Conference and Draft Project Plan

No later than 2 weeks after award of contract

CO, COR, PM

2 I Informational and Planning Meeting

10 weeks prior to start of each session

PM

3 I Instructor Identified 8-10 weeks prior to start of each session

PM

4 I Project Plan 8 weeks prior to start of each session

PM, COR

5 I Content Customization Meeting

4 weeks prior to start of each session

PM

6 I Instructor Prep Meeting 3 weeks prior to start of each session

PM

ITEM SOW

REFERENCE DELIVERABLE / EVENT DUE BY

DISTRIBUTION

7 L Ship Materials 2 weeks prior to start of each session

PM

8 I

Debrief Meeting (the vendor will be available to participate in the Debrief and be prepared to make adjustments to the training program based on significant student feedback (as determined by the Program Manager))

1 week after completion of each session

PM

9 F

Instructor led class (including training materials) in Kirkpatrick’s Four Levels of Evaluation methodologies and evaluation planning (Bronze, Silver, and Manager course)

As Scheduled

PM,

Participants

10 F

Bronze Level Certificates for successful completion of the training

2 weeks following the completion of the training

Participants

11 F

Silver Level Certificates for successful completion of the training

2 weeks following the completion of the training

Participants

12 F Follow- Up Support and Materials for course participants

Up to one year after each course

Participants

CONTRACT TERMS & CONDITIONS

52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address(es):

FAR & HSAR CLAUSES: http://farsite.hill.af.mil/ (End of clause)

52.204-4 PRINTED OR COPIED DOUBLE-SIDED ON POSTCONSUMER FIBER CONTENT PAPER

(MAY 2011)

52.212-4 CONTRACT TERMS AND CONDITIONS – COMMERCIAL ITEMS (MAY 2015)

52.232-40 PROVIDING ACCELERATED PAYMENTS TO SMALL BUSINESS SUBCONTRACTORS

(DEC 2013)

52.242-13 BANKRUPTCY (JULY 1995)

FAR CLAUSES IN FULL TEXT:

52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

(a) The Government may extend the term of this contract by written notice to the Contractor within 30; provided that the Government gives the Contractor a preliminary written notice of its intent to extend at least 60 days before the contract expires. The preliminary notice does not commit the Government to an extension.

(b) If the Government exercises this option, the extended contract shall be considered to include this option clause.

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

(months).

52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE ORDERS-

COMMERCIAL ITEMS (NOV 2015)

(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are incorporated in this contract by reference, to implement provisions of law or Executive orders applicable to acquisitions of commercial items:

(1) 52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (Nov 2015)

(2) 52.233-3, Protest After Award (AUG 1996) (31 U.S.C. 3553).

(3) 52.233-4, Applicable Law for Breach of Contract Claim (OCT 2004)(Public Laws 108-77 and 108-78 (19 U.S.C.

3805 note)).

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial items:

[Contracting Officer check as appropriate.] _X_ (1) 52.203-6,, Restrictions on Subcontractor Sales to the Government (Sept 2006), with Alternate I (Oct 1995)

(41 U.S.C. 4704 and 10 U.S.C. 2402).

__ (2) 52.203-13, Contractor Code of Business Ethics and Conduct (Oct 2015) (41 U.S.C. 3509)).

__ (3) 52.203-15, Whistleblower Protections under the American Recovery and Reinvestment Act of 2009 (June

2010) (Section 1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Reinvestment Act of 2009.)

_X_ (4) 52.204-10, Reporting Executive Compensation and First-Tier Subcontract Awards (Oct 2015) (Pub. L. 109-

282) (31 U.S.C. 6101 note).

__ (5) [Reserved].

__ (6) 52.204-14,, Service Contract Reporting Requirements (Jan 2014) (Pub. L. 111-117, section 743 of Div. C).

__ (7) 52.204-15,, Service Contract Reporting Requirements for Indefinite-Delivery Contracts (Jan 2014) (Pub. L.

111-117, section 743 of Div. C).

_X_ (8) 52.209-6,Protecting the Government’s Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment. (Oct 2015) (31 U.S.C. 6101 note).

HSSCCG-16-Q-00041

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ATTACHMENT 2- T's & C's

__ (9) 52.209-9, Updates of Publicly Available Information Regarding Responsibility Matters (Jul 2013) (41 U.S.C.

2313).

__ (10) [Reserved].

__ (11)(i) 52.219-3, Notice of HUBZone Set-Aside or Sole-Source Award (Nov 2011) (15 U.S.C. 657a).

__ (ii) Alternate I (Nov 2011) of 52.219-3.

_X_ (12)(i) 52.219-4,, Notice of Price Evaluation Preference for HUBZone Small Business Concerns (OCT 2014) (if the offeror elects to waive the preference, it shall so indicate in its offer) (15 U.S.C. 657a).

__ (ii) Alternate I (JAN 2011) of 52.219-4.

__ (13) [Reserved] __ (14)(i) 52.219-6, Notice of Total Small Business Set-Aside (Nov 2011) (15 U.S.C. 644).

__ (ii) Alternate I (Nov 2011).

__ (iii) Alternate II (Nov 2011).

__ (15)(i) 52.219-7, Notice of Partial Small Business Set-Aside (June 2003) (15 U.S.C. 644).

__ (ii) Alternate I (Oct 1995) of 52.219-7.

__ (iii) Alternate II (Mar 2004) of 52.219-7.

_X_ (16) 52.219-8, Utilization of Small Business Concerns (Oct 2014) (15 U.S.C. 637(d)(2) and (3)).

__ (17)(i) 52.219-9, Small Business Subcontracting Plan (Oct 2015) (15 U.S.C. 637(d)(4)).

__ (ii) Alternate I (Oct 2001) of 52.219-9.

__ (iii) Alternate II (Oct 2001) of 52.219-9.

__ (iv) Alternate III (Oct 2015) of 52.219-9.

__ (18) 52.219-13, Notice of Set-Aside of Orders (Nov 2011) (15 U.S.C. 644(r)).

_X_ (19) 52.219-14, Limitations on Subcontracting (Nov 2011) (15 U.S.C. 637(a)(14)).

__ (20) 52.219-16, Liquidated Damages-Subcon-tracting Plan (Jan 1999) (15 U.S.C. 637(d)(4)(F)(i)).

__ (21) 52.219-27, Notice of Service-Disabled Veteran-Owned Small Business Set-Aside (Nov 2011) (15 U.S.C.

657 f).

_X_ (22) 52.219-28, Post Award Small Business Program Rerepresentation (Jul 2013) (15 U.S.C. 632(a)(2)).

__ (23) 52.219-29, Notice of Set-Aside for Economically Disadvantaged Women-Owned Small Business

(EDWOSB) Concerns (Jul 2013) (15 U.S.C. 637(m)).

__ (24) 52.219-30, Notice of Set-Aside for Women-Owned Small Business (WOSB) Concerns Eligible Under the

WOSB Program (Jul 2013) (15 U.S.C. 637(m)).

_X_ (25) 52.222-3, Convict Labor (June 2003) (E.O. 11755).

_X_ (26) 52.222-19, Child Labor-Cooperation with Authorities and Remedies (Jan 2014) (E.O. 13126).

_X_ (27) 52.222-21, Prohibition of Segregated Facilities (Apr 2015).

__ (28) 52.222-26, Equal Opportunity (Apr 2015) (E.O. 11246).

_X_ (29) 52.222-35, Equal Opportunity for Veterans (Oct 2015)(38 U.S.C. 4212).

_X_ (30) 52.222-36, Equal Opportunity for Workers with Disabilities (Jul 2014) (29 U.S.C. 793).

_X_ (31) 52.222-37, Employment Reports on Veterans (OCT 2015) (38 U.S.C. 4212).

_X_ (32) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act (Dec 2010) (E.O.

13496).

_X_ (33)(i) 52.222-50, Combating Trafficking in Persons (Mar 2015) (22 U.S.C. chapter 78 and E.O. 13627).

__ (ii) Alternate I (Mar 2015) of 52.222-50 (22 U.S.C. chapter 78 and E.O. 13627).

_X_ (34) 52.222-54, Employment Eligibility Verification (OCT 2015). (Executive Order 12989). (Not applicable to the acquisition of commercially available off-the-shelf items or certain other types of commercial items as prescribed in 22.1803.)

__ (35)(i) 52.223-9, Estimate of Percentage of Recovered Material Content for EPA–Designated Items (May 2008) (42 U.S.C. 6962(c)(3)(A)(ii)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

__ (ii) Alternate I (May 2008) of 52.223-9 (42 U.S.C. 6962(i)(2)(C)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

__ (36)(i) 52.223-13, Acquisition of EPEAT®-Registered Imaging Equipment (JUN 2014) (E.O.s 13423 and 13514).

__ (ii) Alternate I (Oct 2015) of 52.223-13.

__ (37)(i) 52.223-14, Acquisition of EPEAT®-Registered Televisions (JUN 2014) (E.O.s 13423 and 13514).

__ (ii) Alternate I (Jun 2014) of 52.223-14.

__ (38) 52.223-15, Energy Efficiency in Energy-Consuming Products (DEC 2007) (42 U.S.C. 8259b).

__ (39)(i) 52.223-16, Acquisition of EPEAT®-Registered Personal Computer Products (OCT 2015) (E.O.s 13423 and 13514).

HSSCCG-16-Q-00041

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__ (ii) Alternate I (Jun 2014) of 52.223-16.

_X_ (40) 52.223-18, Encouraging Contractor Policies to Ban Text Messaging While Driving (AUG 2011) (E.O.

13513).

__ (41) 52.225-1, Buy American-Supplies (May 2014) (41 U.S.C. chapter 83).

__ (42)(i) 52.225-3, Buy American-Free Trade Agreements-Israeli Trade Act (May 2014) (41 U.S.C. chapter 83, 19

U.S.C. 3301 note, 19 U.S.C. 2112 note, 19 U.S.C. 3805 note, 19 U.S.C. 4001 note, Pub. L. 103-182, 108-77, 108-78, 108- 286, 108-302, 109-53, 109-169, 109-283, 110-138, 112-41, 112-42, and 112-43.

__ (ii) Alternate I (May 2014) of 52.225-3.

__ (iii) Alternate II (May 2014) of 52.225-3.

__ (iv) Alternate III (May 2014) of 52.225-3.

__ (43) 52.225-5, Trade Agreements (NOV 2013) (19 U.S.C. 2501, et seq., 19 U.S.C. 3301 note).

__ (44) 52.225-13, Restrictions on Certain Foreign Purchases (June 2008) (E.O.’s, proclamations, and statutes administered by the Office of Foreign Assets Control of the Department of the Treasury).

__ (45) 52.225-26, Contractors Performing Private Security Functions Outside the United States (Jul 2013) (Section

862, as amended, of the National Defense Authorization Act for Fiscal Year 2008; 10 U.S.C. 2302 Note).

__ (46) 52.226-4, Notice of Disaster or Emergency Area Set-Aside (Nov 2007) (42 U.S.C. 5150).

__ (47) 52.226-5, Restrictions on Subcontracting Outside Disaster or Emergency Area (Nov 2007) (42 U.S.C. 5150).

__ (48) 52.232-29, Terms for Financing of Purchases of Commercial Items (Feb 2002) (41 U.S.C. 4505, 10 U.S.C.

2307(f)).

__ (49) 52.232-30, Installment Payments for Commercial Items (Oct 1995) (41 U.S.C. 4505, 10 U.S.C. 2307(f)).

_X_ (50) 52.232-33, Payment by Electronic Funds Transfer-System for Award Management (Jul 2013) (31 U.S.C.

3332).

__ (51) 52.232-34, Payment by Electronic Funds Transfer-Other than System for Award Management (Jul 2013) (31

U.S.C. 3332).

__ (52) 52.232-36, Payment by Third Party (May 2014) (31 U.S.C. 3332).

__ (53) 52.239-1, Privacy or Security Safeguards (Aug 1996) (5 U.S.C. 552a).

__ (54)(i) 52.247-64, Preference for Privately Owned U.S.-Flag Commercial Vessels (Feb 2006) (46 U.S.C. Appx.

1241(b) and 10 U.S.C. 2631).

__ (ii) Alternate I (Apr 2003) of 52.247-64.

(c) The Contractor shall comply with the FAR clauses in this paragraph (c), applicable to commercial services, that the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial items:

[Contracting Officer check as appropriate.] __ (1) 52.222-17, Nondisplacement of Qualified Workers (May 2014)(E.O. 13495).

__ (2) 52.222-41, Service Contract Labor Standards (May 2014) (41 U.S.C. chapter 67).

__ (3) 52.222-42, Statement of Equivalent Rates for Federal Hires (May 2014) (29 U.S.C. 206 and 41 U.S.C. chapter

67).

__ (4) 52.222-43, Fair Labor Standards Act and Service Contract Labor Standards-Price Adjustment (Multiple Year and Option Contracts) (May 2014) (29 U.S.C. 206 and 41 U.S.C. chapter 67).

__ (5) 52.222-44, Fair Labor Standards Act and Service Contract Labor Standards-Price Adjustment (May 2014) (29

U.S.C. 206 and 41 U.S.C. chapter 67).

__ (6) 52.222-51, Exemption from Application of the Service Contract Labor Standards to Contracts for

Maintenance, Calibration, or Repair of Certain Equipment-Requirements (May 2014) (41 U.S.C. chapter 67).

__ (7) 52.222-53, Exemption from Application of the Service Contract Labor Standards to Contracts for Certain

Services-Requirements (May 2014) (41 U.S.C. chapter 67).

__ (8) 52.222-55, Minimum Wages Under Executive Order 13658 (Dec 2014)(E.O. 13658).

__ (9) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations (May 2014) (42 U.S.C. 1792).

__ (10) 52.237-11, Accepting and Dispensing of $1 Coin (Sept 2008) (31 U.S.C. 5112(p)(1)).

(d) Comptroller General Examination of Record. The Contractor shall comply with the provisions of this paragraph (d) if this contract was awarded using other than sealed bid, is in excess of the simplified acquisition threshold, and does not contain the clause at 52.215-2, Audit and Records-Negotiation.

(1) The Comptroller General of the United States, or an authorized representative of the Comptroller General, shall have access to and right to examine any of the Contractor’s directly pertinent records involving transactions related to this contract.

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