e200 RFP-Sect B-M-FINAL.doc

e200 Training Section B

Small Business Administration Mainframe Support Section B

SECTION B- SCHEDULE OF SERVICES AND SUPPLIES

B.1 SUPPLIES OR SERVICES TO BE PROVIDED

This is a Firm Fixed Price (FFP) type contract that provides for the acquisition of services as set forth in “Section C” in support of the Small Business Administration. The Contractor shall provide all qualified personnel, facilities, equipment, logistical support and other materials and/or services necessary to perform the efforts as set forth in Section C herein entitled STATEMENT OF WORK (SOW) FOR TRAINING AND TECHNICAL ASSISTANCE: SBA Emerging Leaders (e200) Initiative.

SECTION C – STATEMENT OF WORK FOR TRAINING AND TECHNICAL ASSISTANCE:

SBA Emerging Leaders (e200) Initiative C.1 Overview

The U.S. Small Business Administration (SBA), officially established in 1953, maintains and strengthens the nation’s economy by aiding, counseling, assisting, and protecting the interests of small businesses, and by helping families and businesses to recover from national disasters. SBA’s mission includes assisting small businesses start, grow, and compete in markets by providing quality training, counseling and access to resources.

The SBA is seeking proposals from responsible entities for on-site and remote training delivery of specialized instruction, specifically for executives from small business in underserved communities across the United States. This specialized training will involve entrepreneurial education that supports and aligns SBA business development and local resources with the growth needs of participating firms.

Each designated SBA District Office will work with the training contractor to coordinate local engagement of area partners within the participating underserved communities. A critical component of the initiative is the identification and recruitment of eligible viable small businesses that meet geographic, revenue, employment and capacity criteria. This recruitment will be accomplished through strategic marketing with local and national exposure, research and product placement within each designated location. Specialized training of participating firms is designed to foster additional business growth opportunities.

C.2 General History The SBA Emerging Leaders (e200) concept was designed to strengthen SBA’s core mission to support small companies that have achieved local success and are ready for the next level of growth. This targeted outreach identifies CEO-level executives from small businesses in select underserved communities across the country, that show a high potential for growth, and provides these businesses with the support network, training resources and motivation required to build and sustain businesses of size and scale within designated communities.

Small businesses, especially emerging entrepreneurs with growth-potential, create jobs and much needed products and services for diverse communities. This executive leaders training series has been delivered in 29 communities since inception. By promoting concepts of size and scale in small businesses in America’s underserved communities, there is great potential to build these businesses into strong economic dynamos that create jobs and opportunities within local communities. Moreover, this kind of initiative leads to sustained economic development and has the highest impact for distressed economies as it taps into local competitive advantages to create local prosperity.

SBA has been authorized, under Section 7(j) of the Small Business Act, to enter into grants, cooperative agreements or contracts, with public or private organizations that can deliver management or technical assistance to individuals and enterprises eligible for assistance under the Act. This assistance is delivered through the 7(j) Management and Technical Assistance Program to 8(a) certified firms, small disadvantaged businesses, and businesses operating in areas of high unemployment or low income or whose owners have low incomes. The purpose of the 7(j) Management and Technical Assistance Program [Section 7(j)(1) Small Business Act, 15 U.S.C. 636(j)(1)] is to help economically and socially disadvantaged businesspersons achieve competitive viability in the marketplace.

C.3 Scope of Work

Working along with its contractor, based on availability of funding, SBA will select 27 – 30, SBA District Offices that serve urban and/or Native American underserved communities as local hosts for this initiative. The split between urban vs. Native American-focused services will be dependent on the locations chosen, but will be essentially equal (i.e., up to 15 each). This is a new contract to procure the services of a uniquely qualified vendor to simultaneously develop and deliver an entrepreneurial training curriculum designed specifically for executive leaders of small to medium sized businesses in underserved urban and Native American communities. SBA retains the right to modify and/or change the final designation of training locations at a later date with advance notification to the service provider if necessary.

Offerors should specifically address how they will provide entrepreneurial educational services (classroom and remote training) to businesses in urban and Native American underserved communities. Offerors should also demonstrate how the training curriculum will link small business development, financing, procurement and mentoring opportunities available within these communities.

No training or services will be provided under this contract to any companies that have been previously enrolled as participants in the e200 initiative. Services provided under this contract are made to established companies that meet eligibility requirements for small business profiles and are specifically recruited for participation in the national training program.

The SBA Emerging Leaders (e200) Initiative specialized areas of training include:

· Business Development and Growth Strategies

· Business Financing and Access to Capital (SBA and beyond)

· Government Contracting (federal, state, and local)

· CEO Mentoring The contractor will work closely with the SBA to develop and deliver a synchronized national training program that assists executives of urban and Native American small businesses in underserved areas, consistent with applicable SBA guidelines and specific to the unique communities incorporated into this initiative. On behalf of the agency, the contractor must have the ability to deploy and instruct a training curriculum on a national scale simultaneously throughout the course of rigorous 5-9 month training engagement.

This executive training and technical assistance shall provide operational and leadership strategies to build capacity, foster growth, expansion and ensure sustainability.

Participating locations have included, but are not limited to: Atlanta, GA - Albuquerque, NM - Baltimore, MD - Boston, MA - Dallas, TX - Denver, CO - Detroit, MI – Gallup and Farmington, NM - Fresno, CA - Helena, MT - Honolulu, HI - Jacksonville, FL - Memphis, TN - Milwaukee WI - Minneapolis, MN - New Orleans, LA - Philadelphia, PA - Phoenix, AZ - Portland, OR – Rapid City, SD - Santa Ana, CA - Seattle and Spokane ,WA - St. Louis, MO - Syracuse, NY - Tulsa, OK - Youngstown, OH.

Proposed locations for this contract can include previous locations and/or new locations as designated by the discretion of SBA.

C.4 Program Objectives and Qualifications The contractor shall develop and implement training modules, subject to SBA approval, and do so consistently, as described in this SOW. Offerors must provide specific information and documentation to demonstrate the following qualifications:

· The e200 Initiative will take place in designated communities across the country. The contractor must have the ability to deliver a successful synchronized uniform curriculum to small business executives, national in scope, yet tailored to the local needs in more than one city simultaneously during the course of a 5-9 month engagement.

· A teaching approach and curriculum that is benchmarked on a national scale yet adaptable on a local level and:

· focused on established second-stage businesses and designed for the executive level decision-makers [CEO, COO, CFO, or similar executive]

· has the ability to facilitate adult learning and experience with mentoring

· has been vetted by academics and “road – tested” by entrepreneurs

· utilizes the “case study model” with the cases drawn from the participating entrepreneurs’ businesses

· capacity to be delivered as part of distance learning

· Knowledge and at least 3 years previous experience regarding small business development and entrepreneurial training at the executive level with the capacity to establish and maintain a widely dispersed, nationally targeted, geographic and revenue based training program for small business executives.

· Provide evidence and experience of 3 years or more in helping diverse groups of entrepreneurs from underserved urban and/or Native American communities grow their existing small businesses to increase revenues and job creation.

· Data supported evidence of 3 years or more, (case studies, statistics, demographics and other supporting documentation, etc.) of experience in, and commitment to, serving underserved communities.

· A proven track record of self-evaluation and transparency, such as organizational scorecards incorporating program impact, economic and social indicators within underserved communities.

· A proven track record of metrics and measurable outcomes such as increased revenue, increased access to new financing and markets, and increased employee hires by participating firms.

· The ability to demonstrate the long-term program impact of the training, with quantifiable evidence of continued growth of past program participants through data driven management.

· A proven track record of providing business development programs for small business executives that involve high quality, hands-on, and peer-to-peer training which is consistent with the initiative objectives.

· Proven quality control techniques and documented processes for hiring, training and supporting instructors with entrepreneurial experience in both the business sector and university level instruction while recruiting and hiring instructors from within the designated training communities.

· Experience in training and supporting federal government staff in the local delivery of a national training initiative and working in partnership with other local organizations to deliver training.

· Proven ability to deliver or scale a national program quickly and efficiently, while ensuring local quality control.

· The ability to continue to engage in regional support and outreach to current and past e200 participants.

C.5 Task Requirements, Services and Timeframes

This requisition requires the contractor to successfully implement this training initiative by producing the following requirements and services:

Task 1: Planning

· Attend a kick-off meeting with SBA to discuss the purpose, scope and plan of action to implement the national training curriculum.

TIMEFRAME: Within 10 days of contract award Task 2: Plan and Develop e200 Initiative Training / Prep SBA District Offices and

Instructors

· Plan initiative launch and expectations

· Curriculum review and adjustments

· Review cities and identify instructors

· Develop a plan for alumni engagement, regional support and outreach for e200 participants

TIMEFRAME: September 2012 through December 2012 Task 3: Hire Instructors and Training

· Training for participating SBA District Directors and Project Managers

· Recruit and hire instructors

· Contract and train all instructors

· Participate in monthly SBA conference calls

TIMEFRAME: January 2013 through February 2013 Task 4: Deliver e200 Curriculum Modules

· Conduct training and provide instructional support

· Quality assurance and session evaluations for instructors

· Quality assurance and session evaluations for participants

· Provide SBA District Directors and Project Managers instructional resource support

· Participate in monthly SBA calls and provide module overviews

TIMEFRAME: March 2013 through July 2013

Task 5: Deliver e200 Modules, Graduations, and Conclusion

· Quality assurance and session evaluations

· Provide instructional support

· Provide SBA District Directors and Project Managers instructional resource support

· Participate in monthly SBA calls and provide module overviews

· Guide and support all participants with finalizing their 3-year strategic growth plan

· Debrief instructors and SBA District Directors and Project Manager’s

· Identify and deliver Best Practices report to SBA

· Continue to engage in regional support and outreach to current and past e200 participants

TIMEFRAME: August 2013 through December 2013 C.6

Deliverables

The contractor will provide evidence and work plans for the services as outlined in the contractor’s proposal in an effort to meet each specific objective and criteria as stated above. Reporting on the progress made towards each deliverables is required. The contractor will be required to outline and report on the impact of their curriculum, instruction, and delivery to small businesses for each participating location. The report shall be submitted to the SBA COR within 30 calendar days of the last day of the quarter reported. At the end of the base term or option period (if applicable), the contractor will provide a final report on the extent to which it provided all of the services proposed in the contractor’s proposal. The report shall clearly establish the links between SBA initiatives, resources and outcomes. Outcome measures and narratives should also include benefits to the participating small businesses such as job creations, human resource principals, growth strategy plans, financing and access to capital, applying for government contracts, and developing CEO mentoring opportunities.

a. Quarterly Reporting:

The contractor shall provide a status report at the end of every quarter detailing activities completed, delays in activities, problem areas determined, problems resolved, and all progress to date towards meeting specific goals, tasks and metrics as indicated in the contract. The report shall be submitted to the SBA COR within 30 calendar days following the last day of the quarter reported.

b. Annual Reporting:

At the end of the base term or option period (if applicable), the contractor will provide a detailed report for all activities to the extent to which it provided all of the services proposed including activities completed and outcomes from those activities, as well as any activities not completed with accepted explanations. This report will highlight accomplishments and outcomes for all goals, tasks, and metrics as indicated in the contract.

C.7 Travel Travel is required to fulfill the tasks in this SOW and shall be performed in accordance with FAR 31.205-46. The offeror will provide the e200 initiative training in approved locations as designated by SBA.

In addition, travel costs shall be proposed on an estimated basis. Actuals will be reimbursed in accordance with the Federal Travel Regulation.

C.8 Project Manager The contractor will designate a Project Manager to oversee the implementation and execution of the contract and to serve as the primary point of contact with the SBA’s Contracting Officers Technical Representative (COR). Contractor will not bill SBA directly for the time and services of the designated Project Manager; the services of the Project Manager shall be considered a management function of the contract and shall be absorbed in the overall costs of general and administrative expenses. The Project Manager will have comprehensive understanding and knowledge of operational performance, design, and implementation of the project. The Project Manager will also ensure that all requirements of the SOW are fully met in a timely manner.

C.9 Period of Performance

The base term of the contract will be 15 months from the date of the award. Options to extend the contract for three additional 15-month overlapping periods (each to commence on the anniversary date of the previous period) are included. The total term of the contract, including all options, shall not exceed 51 months.

C.10 Place of Performance Work associated with this initiative will be performed on-site in 27 - 30 communities, as designated by the SBA, and geographically spread across the continental United States, Hawaii and Alaska. The contractor will work with SBA to identify appropriate sites for hosting this initiative. SBA reserves the right to modify the training delivery locations in special circumstances and at SBA’s discretion at any time during performance.

Central coordination will be provided in conjunction with the Office of Entrepreneurial Development, Office of Entrepreneurship Education, SBA Headquarters (409 Third Street, SW, Washington, DC 20416).

SECTION E- INSPECTION AND ACCEPTANCE

E.1 FAR 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 address:

https://www.acquisition.gov/Far/

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

NUMBER

DATE

TITLE

52.246-4 AUG 1996

INSPECTION OF SERVICES – FIXED PRICE

E.2 INSPECTION AND ACCEPTANCE

All reports, documentation, analyses, and procedures will be submitted to the COTR in draft prior to preparation as completed products. Written products should be delivered in both paper and electronic versions (i.e., CD, Zip disk) employing Microsoft Office standard software. Written products are not considered delivered until both paper and electronic versions are in Government possession.

The Government will have 10 working days to review and provide comments unless another review period is agreed to by both the contractor and the SBA. The Contractor has 5 working days to review and respond to the Government comments unless both the contractor and the SBA agree to another review period.

SECTION F- DELIVERIES OR PERFORMANCE

F.1 PLACE OF DELIVERY

(a) All deliverables as described herein shall be delivered under transmittal letter to the COR at the following address:

U.S. Small Business Administration

Office of Entrepreneurial Development

ATTN: Nicole Nelson

409 3rd Street, SW - 7th Floor

Washington, DC 20416

(b) A copy of each deliverable transmittal letter shall be delivered to the Contracting Officer at the following address:

U.S. Small Business Administration

Office of the Chief Financial Officer

ATTN: Gary Fontaine

409 3rd Street, SW – 6th FL.

Washington, DC 20416

F.2 DELIVERABLES/DELIVERY SCHEDULE

During the performance of this contract, the Contractor shall deliver quarterly and annual reports in accordance with Section C.6.

F.3 PERFORMANCE-BASED CONTRACT

In the performance of this order, the incentives and disincentives include consideration for any option periods and for future possible requirements, and deductions for unacceptable performance with regard to Deliverables.

(a) Performance on this contract will be taken into consideration when reporting past performance and in determining whether to exercise any options under this order or make recommendations for similar future requirements. Upon completion of this order, the COR will determine if it has been completed successfully. If this order has been successfully completed, the contractor will be considered at the discretion of the government for similar future opportunities. The description of this incentive is not a promise or guarantee of future contractual work but an indication that successful performance under this order will be heavily considered in selecting any contractor for inclusion in future market surveys.

(b) All deliverables are subject to acceptance by the COR. If a deliverable is considered unacceptable, the contractor shall correct the deliverable based upon the feedback from the COR. Within the overall performance period of the order, all stated deadlines may be extended at no additional cost to the government at the discretion of the COR as circumstances warrant. The Government will have ten (10) working days following delivery to the COR to review and accept or reject each deliverable. If the government does not notify the contractor of rejection of a deliverable within the specified time the contractor may assume the deliverable has been accepted. In the event that a deliverable is rejected, the contractor shall have five (5) working days to correct the deficiencies to the Government’s satisfaction. If the deliverable is still unacceptable after being corrected and resubmitted by the Contractor, a deduction of $100.00 per day from the date the Contractor was notified of the unacceptability of the resubmitted deliverable, until corrected to the Government’s satisfaction, may be deducted from the next monthly invoice.

SECTION H - SPECIAL CONTRACT REQUIREMENTS

H.1

ACCESSIBILITY OF MEETINGS AND CONFERENCES TO PERSONS WITH DISABILITIES

The contractor shall assure that any meeting or conference held pursuant to the contract will meet all applicable standards for accessibility to persons with disabilities in accordance with Section 504 of the Rehabilitation Act of 1973, as amended (29 U.S.C. 794) and any implementing regulations.

H. 2

SECTION 508 – ELECTRONIC AND INFORMATION TECHNOLOGY (EIT)

The contractor agrees to comply with Section 508 of the Rehabilitation Act of 1973 (29U.S.C. 794d) to ensure that all EIT supplies and services provided under this contract meet the applicable accessibility standards located at 36 CFR Part 1194.

SECTION I - CONTRACT CLAUSES

I.1 52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders—Commercial Items (JUL 2012)

(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) 52.222-50, Combating Trafficking in Persons (Feb 2009) (22 U.S.C. 7104(g)).

___Alternate I (Aug 2007) of 52.222-50 (22 U.S.C. 7104(g)).

(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) (Pub. L. 108-77, 108-78).

(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.]

__ (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (Sept 2006), with Alternate I (Oct 1995) (41 U.S.C. 253g and 10 U.S.C. 2402).

__ (2) 52.203-13, Contractor Code of Business Ethics and Conduct (Apr 2010) (Pub. L. 110-252, Title VI, Chapter 1 (41 U.S.C. 251 note)).

__ (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.)

__ (4) 52.204-10, Reporting Executive Compensation and First-Tier Subcontract Awards (Feb 2012) (Pub. L. 109-282) (31 U.S.C. 6101 note).

__ (5) 52.204-11, American Recovery and Reinvestment Act—Reporting Requirements (Jul 2010) (Pub. L. 111-5).

__ (6) 52.209-6, Protecting the Government’s Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment. (Dec 2010) (31 U.S.C. 6101 note).

__ (7) 52.209-9, Updates of Publicly Available Information Regarding Responsibility Matters (Feb 2012) (41 U.S.C. 2313).

__ (8) 52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (May 2012) (section 738 of Division C of Pub. L. 112-74, section 740 of Division C of Pub. L. 111-117, section 743 of Division D of Pub. L. 111-8, and section 745 of Division D of Pub. L. 110-161).

__ (9) 52.219-3, Notice of HUBZone Set-Aside or Sole-Source Award (Nov 2011) (15 U.S.C. 657a).

__ (10) 52.219-4, Notice of Price Evaluation Preference for HUBZone Small Business Concerns (Jan 2011) (if the offeror elects to waive the preference, it shall so indicate in its offer) (15 U.S.C. 657a).

__ (11) [Reserved]

__ (12)(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).

__ (13)(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_ (14) 52.219-8, Utilization of Small Business Concerns (Jan 2011) (15 U.S.C. 637(d)(2) and (3)).

_X_ (15)(i) 52.219-9, Small Business Subcontracting Plan (Jan 2011) (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 (Jul 2010) of 52.219-9.

__ (16) 52.219-13, Notice of Set-Aside of Orders (Nov 2011)(15 U.S.C. 644(r)).

__ (17) 52.219-14, Limitations on Subcontracting (Nov 2011) (15 U.S.C. 637(a)(14)).

__ (18) 52.219-16, Liquidated Damages—Subcontracting Plan (Jan 1999) (15 U.S.C. 637(d)(4)(F)(i)).

__ (19)(i) 52.219-23, Notice of Price Evaluation Adjustment for Small Disadvantaged Business Concerns (Oct 2008) (10 U.S.C. 2323) (if the offeror elects to waive the adjustment, it shall so indicate in its offer).

__ (ii) Alternate I (June 2003) of 52.219-23.

__ (20) 52.219-25, Small Disadvantaged Business Participation Program—Disadvantaged Status and Reporting (Dec 2010) (Pub. L. 103-355, section 7102, and 10 U.S.C. 2323).

__ (21) 52.219-26, Small Disadvantaged Business Participation Program— Incentive Subcontracting (Oct 2000) (Pub. L. 103-355, section 7102, and 10 U.S.C. 2323).

__ (22) 52.219-27, Notice of Service-Disabled Veteran-Owned Small Business Set-Aside (Nov 2011) (15 U.S.C. 657 f).

_X_ (23) 52.219-28, Post Award Small Business Program Rerepresentation (Apr 2012) (15 U.S.C. 632(a)(2)).

__ (24) 52.219-29, Notice of Set-Aside for Economically Disadvantaged Women-Owned Small Business (EDWOSB) Concerns (Apr 2012) (15 U.S.C. 637(m)).

__ (25) 52.219-30, Notice of Set-Aside for Women-Owned Small Business (WOSB) Concerns Eligible Under the WOSB Program (Apr 2012) (15 U.S.C. 637(m)).

__ (26) 52.222-3, Convict Labor (June 2003) (E.O. 11755).

__ (27) 52.222-19, Child Labor—Cooperation with Authorities and Remedies (Mar 2012) (E.O. 13126).

_X_ (28) 52.222-21, Prohibition of Segregated Facilities (Feb 1999).

_X_ (29) 52.222-26, Equal Opportunity (Mar 2007) (E.O. 11246).

_X_ (30) 52.222-35, Equal Opportunity for Veterans (Sep 2010)(38 U.S.C. 4212).

_X_ (31) 52.222-36, Affirmative Action for Workers with Disabilities (Oct 2010) (29 U.S.C. 793).

__ (32) 52.222-37, Employment Reports on Veterans (Sep 2010) (38 U.S.C. 4212).

__ (33) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act (Dec 2010) (E.O. 13496).

__ (34) 52.222-54, Employment Eligibility Verification (Jul 2012). (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) 52.223-15, Energy Efficiency in Energy-Consuming Products (Dec 2007) (42 U.S.C. 8259b).

__ (37)(i) 52.223-16, IEEE 1680 Standard for the Environmental Assessment of Personal Computer Products (Dec 2007) (E.O. 13423).

__ (ii) Alternate I (Dec 2007) of 52.223-16.

_X_ (38) 52.223-18, Encouraging Contractor Policies to Ban Text Messaging While Driving (Aug 2011) (E.O. 13513).

__ (39) 52.225-1, Buy American Act—Supplies (Feb 2009) (41 U.S.C. 10a-10d).

__ (40)(i) 52.225-3, Buy American Act—Free Trade Agreements—Israeli Trade Act (May 2012) (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, and 112-42).

__ (ii) Alternate I (Mar 2012) of 52.225-3.

__ (iii) Alternate II (Mar 2012) of 52.225-3.

__ (iv) Alternate III (Mar 2012) of 52.225-3.

__ (41) 52.225-5, Trade Agreements (May 2012) (19 U.S.C. 2501, et seq., 19 U.S.C. 3301 note).

__ (42) 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).

__ (43) 52.226-4, Notice of Disaster or Emergency Area Set-Aside (Nov 2007) (42 U.S.C. 5150).

__ (44) 52.226-5, Restrictions on Subcontracting Outside Disaster or Emergency Area (Nov 2007) (42 U.S.C. 5150).

__ (45) 52.232-29, Terms for Financing of Purchases of Commercial Items (Feb 2002) (41 U.S.C. 255(f), 10 U.S.C. 2307(f)).

__ (46) 52.232-30, Installment Payments for Commercial Items (Oct 1995) (41 U.S.C. 255(f), 10 U.S.C. 2307(f)).

__ (47) 52.232-33, Payment by Electronic Funds Transfer—Central Contractor Registration (Oct 2003) (31 U.S.C. 3332).

__ (48) 52.232-34, Payment by Electronic Funds Transfer—Other than Central Contractor Registration (May 1999) (31 U.S.C. 3332).

__ (49) 52.232-36, Payment by Third Party (Feb 2010) (31 U.S.C. 3332).

__ (50) 52.239-1, Privacy or Security Safeguards (Aug 1996) (5 U.S.C. 552a).

__ (51)(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) 52.222-41, Service Contract Act of 1965 (Nov 2007) (41 U.S.C. 351, et seq.).

__ (2) 52.222-42, Statement of Equivalent Rates for Federal Hires (May 1989) (29 U.S.C. 206 and 41 U.S.C. 351, et seq.).

__ (3) 52.222-43, Fair Labor Standards Act and Service Contract Act—Price Adjustment (Multiple Year and Option Contracts) (Sep 2009) (29 U.S.C. 206 and 41 U.S.C. 351, et seq.).

__ (4) 52.222-44, Fair Labor Standards Act and Service Contract Act—Price Adjustment (Sep 2009) (29 U.S.C. 206 and 41 U.S.C. 351, et seq.).

__ (5) 52.222-51, Exemption from Application of the Service Contract Act to Contracts for Maintenance, Calibration, or Repair of Certain Equipment—Requirements (Nov 2007) (41 351, et seq.).

__ (6) 52.222-53, Exemption from Application of the Service Contract Act to Contracts for Certain Services—Requirements (Feb 2009) (41 U.S.C. 351, et seq.).

__ (7) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations (Mar 2009) (Pub. L. 110-247).

__ (8) 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.

(2) The Contractor shall make available at its offices at all reasonable times the records, materials, and other evidence for examination, audit, or reproduction, until 3 years after final payment under this contract or for any shorter period specified in FAR Subpart 4.7, Contractor Records Retention, of the other clauses of this contract. If this contract is completely or partially terminated, the records relating to the work terminated shall be made available for 3 years after any resulting final termination settlement. Records relating to appeals under the disputes clause or to litigation or the settlement of claims arising under or relating to this contract shall be made available until such appeals, litigation, or claims are finally resolved.

(3) As used in this clause, records include books, documents, accounting procedures and practices, and other data, regardless of type and regardless of form. This does not require the Contractor to create or maintain any record that the Contractor does not maintain in the ordinary course of business or pursuant to a provision of law.

(e)(1) Notwithstanding the requirements of the clauses in paragraphs (a), (b), (c), and (d) of this clause, the Contractor is not required to flow down any FAR clause, other than those in this paragraph (e)(1) in a subcontract for commercial items. Unless otherwise indicated below, the extent of the flow down shall be as required by the clause—

(i) 52.203-13, Contractor Code of Business Ethics and Conduct (Apr 2010) (Pub. L. 110-252, Title VI, Chapter 1 (41 U.S.C. 251 note)).

(ii) 52.219-8, Utilization of Small Business Concerns (Dec 2010) (15 U.S.C. 637(d)(2) and (3)), in all subcontracts that offer further subcontracting opportunities. If the subcontract (except subcontracts to small business concerns) exceeds $650,000 ($1.5 million for construction of any public facility), the subcontractor must include 52.219-8 in lower tier subcontracts that offer subcontracting opportunities.

(iii) [Reserved]

(iv) 52.222-26, Equal Opportunity (Mar 2007) (E.O. 11246).

(v) 52.222-35, Equal Opportunity for Veterans (Sep 2010) (38 U.S.C. 4212).

(vi) 52.222-36, Affirmative Action for Workers with Disabilities (Oct 2010) (29 U.S.C. 793).

(vii) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act (Dec 2010) (E.O. 13496). Flow down required in accordance with paragraph (f) of FAR clause 52.222-40.

(viii) 52.222-41, Service Contract Act of 1965 (Nov 2007) (41 U.S.C. 351, et seq.).

(ix) 52.222-50, Combating Trafficking in Persons (Feb 2009) (22 U.S.C. 7104(g)).

___Alternate I (Aug 2007) of 52.222-50 (22 U.S.C. 7104(g)).

(x) 52.222-51, Exemption from Application of the Service Contract Act to Contracts for Maintenance, Calibration, or Repair of Certain Equipment-Requirements (Nov 2007) (41 U.S.C. 351, et seq.).

(xi) 52.222-53, Exemption from Application of the Service Contract Act to Contracts for Certain Services-Requirements (Feb 2009) (41 U.S.C. 351, et seq.).

(xii) 52.222-54, Employment Eligibility Verification (Jul 2012).

(xiii) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations (Mar 2009) (Pub. L. 110-247). Flow down required in accordance with paragraph (e) of FAR clause 52.226-6.

(xiv) 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). Flow down required in accordance with paragraph (d) of FAR clause 52.247-64.

(2) While not required, the contractor may include in its subcontracts for commercial items a minimal number of additional clauses necessary to satisfy its contractual obligations.

(End of clause)

I.2

FAR 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

The Government may require continued performance of any services within the limits and at the rates specified in the contract. These rates may be adjusted only as a result of revisions to prevailing labor rates provided by the Secretary of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder shall not exceed 6 months. The Contracting Officer may exercise the option by written notice to the Contractor within 30 days prior to expiration of the contract.

I.3

FAR 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 calendar days prior to the expiration of the contract; 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 provision.

(c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed 51 months.

SECTION J – ATTACHMENTS

ATTACHMENT 1 – PAST PERFORMANCE QUESTIONNAIRE AND INSTRUCTIONS

PAST PERFORMANCE QUESTIONNAIRE

AND INSTRUCTIONS:

TRAINING AND TECHNICAL ASSISTANCE: SBA Emerging Leaders (e200) Initiative

PAST PERFORMANCE QUESTIONNAIRE INSTRUCTIONS

Small Business Administration (SBA/OED) TRAINING AND TECHNICAL ASSISTANCE: SBA Emerging Leaders (e200) Initiative The information obtained from this questionnaire will be used to evaluate the past and present performance of offerors submitting proposals in response to the solicitation TRAINING AND TECHNICAL ASSISTANCE for SBA Emerging Leaders (e200) Initiative. The information you provide will be instrumental in allowing the Government to evaluate how well the contractor performed under your contract(s).

a.

Please complete all sections of the attached questionnaire. Include your name and title, organizational address, e-mail address, telephone and fax number.

b.

Include the contractor’s name and address, the title and/or description of the type of work performed, the award number, the value of the contract (including options), the award and completion date of the project and the type of award/solicitation.

c.

Use the rating scale found on the bottom left corner of the questionnaire to rate each performance element.

d.

Comments are encouraged and would be appreciated. The last page may be used if additional space is needed for comments.

Clear handwritten responses are sufficient.

e.

Please e-mail (preferred) or FAX your response to Gary Fontaine at the address or number shown at the bottom right corner of the questionnaire (PRIOR TO 12:00 NOON EAST COAST TIME ON SEPTEMBER 14, 2012).

Thank you for your time and participation.

Technical POC Name & Title

Organizational Address

TEL NO.:

FAX:

E-MAIL:

CONTRACTOR’S NAME & ADDRESS

TITLE OR DESCRIPTON OF REQUIREMENT:

CONTRACT TYPE:

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COST + FEE

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NEGOTIATED

CONTRACT AND TASK ORDER NUMBERS:

CONTRACT/TASK ORDER VALUE AND FUNDING (INCL OPTIONS):

CONTRACT/TASK ORDER PERIOD OF PERFORMANCE

1.

Contractor demonstrated a thorough understanding of technical requirements of the contract/task.

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Contractor anticipated/identified and resolved problems effectively and timely.

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Contractor managed and directed resources (i.e. personnel, subcontractors, equipment, etc.) effectively.

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Contractor provided the necessary skilled personnel to perform the required work.

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5.

Contractor retained the necessary skilled personnel and maintained a low turnover rate.

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6.

Contractor met scheduled contract delivery dates.

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Contractor provided accurate, complete and high quality deliverables and quality services.

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Contractor complied with the terms of the contract, stayed within total costs, and monitored funds appropriately.

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SBA Contracting Officer

GARY FONTAINE

Email: gary.fontaine@sba.gov Fax: (202) 292-3737

(PRIOR TO 12 NOON EAST COAST TIME ON SEPTEMBER 14, 2012)

NA

No Knowledge of This Element

ADDITIONAL COMMENTS:

SECTION K – REPRESENTATIONS, CERTIFICATIONS, AND OTHER STATEMENTS OF OFFERORS OR QUOTERS

K.1 52.204-6 DATA UNIVERSAL NUMBERING SYSTEM (DUNS) NUMBER (Apr 2008)

(a) The offeror shall enter, in the block with its name and address on the cover page of its offer, the annotation “DUNS” or “DUNS+4” followed by the DUNS number or “DUNS+4” that identifies the offeror’s name and address exactly as stated in the offer. The DUNS number is a nine-digit number assigned by Dun and Bradstreet, Inc. The DUNS+4 is the DUNS number plus a 4-character suffix that may be assigned at the discretion of the offeror to establish additional CCR records for identifying alternative Electronic Funds Transfer (EFT) accounts (see Subpart 32.11) for the same concern.

(b) If the offeror does not have a DUNS number, it should contact Dun and Bradstreet directly to obtain one.

(1) An offeror may obtain a DUNS number—

(i) Via the Internet at http://fedgov.dnb.com/webform or if the offeror does not have internet access, it may call Dun and Bradstreet at 1-866-705-5711 if located within the United States; or

(ii) If located outside the United States, by contacting the local Dun and Bradstreet office. The offeror should indicate that it is an offeror for a U.S. Government contract when contacting the local Dun and Bradstreet office.

(2) The offeror should be prepared to provide the following information:

(i) Company legal business name.

(ii) Tradestyle, doing business, or other name by which your entity is commonly recognized.

(iii) Company physical street address, city, state and ZIP Code.

(iv) Company mailing address, city, state and ZIP Code (if separate from physical).

(v) Company telephone number.

(vi) Date the company was started.

(vii) Number of employees at your location.

(viii) Chief executive officer/key manager.

(ix) Line of business (industry).

(x) Company Headquarters name and address (reporting relationship within your entity).

K.2 52.212-3 Offeror Representations and Certifications—Commercial Items (Apr 2012)

An offeror shall complete only paragraph (b) of this provision if the offeror has completed the annual representations and certifications electronically via https://www.acquisition.gov. If an offeror has not completed the annual representations and certifications electronically at the ORCA website, the offeror shall complete only paragraphs (c) through (o) of this provision.

(a) Definitions. As used in this provision—

“Economically disadvantaged women-owned small business (EDWOSB) concern” means a small business concern that is at least 51 percent directly and unconditionally owned by, and the management and daily business operations of which are controlled by, one or more women who are citizens of the United States and who are economically disadvantaged in accordance with 13 CFR part 127. It automatically qualifies as a women-owned small business eligible under the WOSB Program.

“Forced or indentured child labor” means all work or service—

(1) Exacted from any person under the age of 18 under the menace of any penalty for its nonperformance and for which the worker does not offer himself voluntarily; or

(2) Performed by any person under the age of 18 pursuant to a contract the enforcement of which can be accomplished by process or penalties.

“Inverted domestic corporation”, as used in this section, means a foreign incorporated entity which is treated as an inverted domestic corporation under 6 U.S.C. 395(b), i.e., a corporation that used to be incorporated in the United States, or used to be a partnership in the United States, but now is incorporated in a foreign country, or is a subsidiary whose parent corporation is incorporated in a foreign country, that meets the criteria specified in 6 U.S.C. 395(b), applied in accordance with the rules and definitions of 6 U.S.C. 395(c). An inverted domestic corporation as herein defined does not meet the definition of an inverted domestic corporation as defined by the Internal Revenue Code at 26 U.S.C. 7874.

“Manufactured end product” means any end product in Federal Supply Classes (FSC) 1000-9999, except—

(1) FSC 5510, Lumber and Related Basic Wood Materials;

(2) Federal Supply Group (FSG) 87, Agricultural Supplies;

(3) FSG 88, Live Animals;

(4) FSG 89, Food and Related Consumables;

(5) FSC 9410, Crude Grades of Plant Materials;

(6) FSC 9430, Miscellaneous Crude Animal Products, Inedible;

(7) FSC 9440, Miscellaneous Crude Agricultural and Forestry Products;

(8) FSC 9610, Ores;

(9) FSC 9620, Minerals, Natural and Synthetic; and

(10) FSC 9630, Additive Metal Materials.

“Place of manufacture” means the place where an end product is assembled out of components, or otherwise made or processed from raw materials into the finished product that is to be provided to the Government. If a product is disassembled and reassembled, the place of reassembly is not the place of manufacture.

“Restricted business operations” means business operations in Sudan that include power production activities, mineral extraction activities, oil-related activities, or the production of military equipment, as those terms are defined in the Sudan Accountability and Divestment Act of 2007 (Pub. L. 110-174). Restricted business operations do not include business operations that the person (as that term is defined in Section 2 of the Sudan Accountability and Divestment Act of 2007) conducting the business can demonstrate—

(1) Are conducted under contract directly and exclusively with the regional government of southern Sudan;

(2) Are conducted pursuant to specific authorization from the Office of Foreign Assets Control in the Department of the Treasury, or are expressly exempted under Federal law from the requirement to be conducted under such authorization;

(3) Consist of providing goods or services to marginalized populations of Sudan;

(4) Consist of providing goods or services to an internationally recognized peacekeeping force or humanitarian organization;

(5) Consist of providing goods or services that are used only to promote health or education; or

(6) Have been voluntarily suspended.

“Sensitive technology”—

(1) Means hardware, software, telecommunications equipment, or any other technology that is to be used specifically—

(i) To restrict the free flow of unbiased information in Iran; or

(ii) To disrupt, monitor, or otherwise restrict speech of the people of Iran; and

(2) Does not include information or informational materials the export of which the President does not have the authority to regulate or prohibit pursuant to section 203(b)(3) of the International Emergency Economic Powers Act (50 U.S.C. 1702(b)(3)).

“Service-disabled veteran-owned small business concern”—

(1) Means a small business concern—

(i) Not less than 51 percent of which is owned by one or more service-disabled veterans or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more service-disabled veterans; and

(ii) The management and daily business operations of which are controlled by one or more service-disabled veterans or, in the case of a service-disabled veteran with permanent and severe disability, the spouse or permanent caregiver of such veteran.

(2) Service-disabled veteran means a veteran, as defined in 38 U.S.C. 101(2), with a disability that is service-connected, as defined in 38 U.S.C. 101(16).

“Small business concern” means a concern, including its affiliates, that is independently owned and operated, not dominant in the field of operation in which it is bidding on Government contracts, and qualified as a small business under the criteria in 13 CFR Part 121 and size standards in this solicitation.

“Subsidiary” means an entity in which more than 50 percent of the entity is owned—

(1) Directly by a parent corporation; or

(2) Through another subsidiary of a parent corporation.

“Veteran-owned small business concern” means a small business concern—

(1) Not less than 51 percent of which is owned by one or more veterans (as defined at 38 U.S.C. 101(2)) or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more veterans; and

(2) The management and daily business operations of which are controlled by one or more veterans.

“Women-owned business concern” means a concern which is at least 51 percent owned by one or more women; or in the case of any publicly owned business, at least 51 percent of its stock is owned by one or more women; and whose management and daily business operations are controlled by one or more women.

“Women-owned small business concern” means a small business concern—

(1) That is at least 51 percent owned by one or more women; or, in the case of any publicly owned business, at least 51 percent of the stock of which is owned by one or more women; and

(2) Whose management and daily business operations are controlled by one or more women.

“Women-owned small business (WOSB) concern eligible under the WOSB Program” (in accordance with 13 CFR part 127), means a small business concern that…