SFSIAQ10R0028_ Solicitation

SOLICITATION/CONTRACT/ORDER FOR

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

1. REQUISITION NUMBER

103102031061

5. SOLICITATION NUMBER

SFSIAQ10R0028

2. CONTRACT NO. 3. AWARD/EFFECTIVE DATE 4. ORDER NUMBER 6. SOLICITATION ISSUE

DATE

06/30/2010

7. FOR SOLICITATION

INFORMATION CALL

a. NAME

Nadia O. Shokry

b. TELEPHONE NUMBER (No collect calls)

c. EMAIL shokryno@State.gov

8. OFFER DUE DATE / LOCAL

TIME

07/30/2010 17:00:00

CODE FSIAQ

FSI OFFICE OF AQUISITIONS (FSI/EX/GSACQ)

4000 ARLINGTON BLVD

ARLINGTON, VA 22204

9. ISSUED BY

UNRESTRICTED

X SET ASIDE: 100 % FOR

X SMALL BUSINESS

HUBZONE SMALL BUSINESS

SERVICE-DISABLED VETERAN

OWNED SMALL BUSINESS

EMERGING SMALL BUSINESS

8(A)

NAICS: 611430

SIZE STANDARD:

$7 Million

10. THE ACQUISITION IS

SEE

SCHEDULE

11. DELIVERY FOR FOB

DESTINATION UNLESS

BLOCK IS MARKED

12. DISCOUNT TERMS

13a. THIS CONTRACT IS RATED ORDER

UNDER DPAS (15 CFR 700)

b. RATING

RFQ IFB X RFP

14. METHOD OF SOLICITATION

MULTICODE15. DELIVER TO

SEE

SERVICES NO SHIPPING REQUIRED

SERVICES NO SHIPPING REQUIRED

WASHINGTON, DC 20520

CODE16. ADMINISTERED BY

FACILITYCODE

Contact Duns Telephone No.

17a. CONTRACTOR/OFFEROR FSIBUCODE18a. PAYMENT WILL BE MADE BY

BUDGET OFC (FSI/EX/BUD)

FOREIGN SERVICE INSTITUTE

BUDGET & MANAGEMENT OFFICE

WASHINGTON, DC 20520-4201

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

OFFER

SEE ADDENDUM

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

CHECKED

19. ITEM NO. 20. SCHEDULE OF SUPPLIES/SERVICES

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

21. QUANTITY 22. UNIT 23. UNIT PRICE 24. AMOUNT

See Line Items Section

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Govt. Use Only)

X 27a. SOLICITATION INCORPORATES BY REFERENCES FAR 52.212-1, 52.212-4, FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA ARE X ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4, 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN__3__COPIES TO

ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER ALL ITEMS SET FORTH

OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL SHEETS SUBJECT TO THE

TERMS AND CONDITIONS SPECIFIED HEREIN.

29. AWARD OF CONTRACT: REF. OFFER DATED . YOUR OFFER ON

SOLICITATION (BLOCK 5) INCLUDING ANY ADDITIONS OR CHANGES WHICH

ARE SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30b. NAME AND TITLE OF SIGNER (TYPE OR PRINT) 30c. DATE SIGNED 31b. NAME OF THE CONTRACTING OFFICER (TYPE OR PRINT)

Martin Regan 31c. DATE SIGNED

06/30/2010

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 3/2005)

Prescribed by GSA - FAR (48 FAR) 53.21.2

SFSIAQ10R0028

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED: _________________________________

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

PARTIAL FINAL

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

COMPLETE PARTIAL FINAL

36. PAYMENT 37. CHECK NUMBER

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT 42a. RECEIVED BY (Print)

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42b. RECEIVED AT (Location)

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

STANDARD FORM 1449 (REV. 3/2005) BACK

Table of Contents

Section Description Page Number

B Supplies or Services and Prices/Costs B.1 Supplies or Services, and Prices/Costs

C Descriptions/Specifications/Statement of Work C.1. Statement of Work

D Packaging and Marking D.1 Packaging and Marking

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

F Deliveries or Performance F Period of Performance

G Contract Administration Data

652.242-70 CONTRACTING OFFICER'S REPRESENTATIVE (COR) (AUG 1999)

FSI1 FSI Invoicing Instructions FSI4 Contractor Self-Identification

H Special Contract Requirements

652.239-70 INFORMATION TECHNOLOGY SECURITY PLAN AND ACCREDITATION (SEP

2007)

652.239-71 SECURITY REQUIREMENTS FOR UNCLASSIFIED INFORMATION TECHNOLOGY

RESOURCES (SEP 2007)

H.1 Removal from Duty

I Contract Clauses 52.202-1 Definitions (July 2004) 52.203-5 Covenant Against Contingent Fees (Apr 1984) 52.203-7 Anti-Kickback Procedures (Jul 1995) 52.203-12 Limitation On Payments To Influence Certain Federal Transactions (Sept 2007) 52.204-7 Central Contractor Registration (Apr 2008) 52.204-9 Personal Identity Verification of Contractor Personnel. (Sept 2007) 52.209-6 Protecting the Government's Interest When Subcontracting With Contractors Debarred, Suspended, or Proposed for Debarment (Sept 2006) 52.212-4 Contract Terms and Conditions--Commercial Items (Mar 2009) 52.212-4 Alt I Contract Terms and Conditions--Commercial Items (Mar 2009) - Alternate I (Oct 2008) 52.215-8 Order of Precedence--Uniform Contract Format (Oct 1997) 52.216-31 Time-and-Materials/Labor-Hour Proposal Requirements - Commercial Item Acquisition (Feb 2007) 52.217-8 Option to Extend Services (Nov 1999) 52.217-9 Option to Extend the Term of the Contract (Mar 2000) 52.223-6 Drug Free Workplace (May 2001) 52.223-14 Toxic Chemical Release Reporting 52.224-1 Privacy Act Notification (Apr 1984) 52.224-2 Privacy Act (Apr 1984) 52.232-7 Payments under Time-and-Materials and Labor Hour Contracts (Feb 2007) 52.232-23 Assignment Of Claims (Jan 1986) 52.233-1 Disputes (July 2002) 52.237-2 Protection Of Government Buildings, Equipment, And Vegetation (Apr 1984) 52.243-3 Changes--Time-and-Material or Labor-Hours (Sept 2000) 52.244-6 Subcontracts for Commercial Items (Dec 2009) 52.245-1 Government Property (June 2007) 52.245-9 Use and Charges (June 2007) 52.249-4 Termination for Convenience of the Government (Services) (Short Form) (Apr 1984) 52.249-14 Excusable Delays (Apr 1984) 52.253-1 Computer Generated Forms (Jan 1991) 652.225-71 SECTION 8(a) OF THE EXPORT ADMINISTRATION ACT OF 1979, AS AMENDED

(AUG 1999)

652.232-72 LIMITATION OF FUNDS (AUG 1999)

652.237-72 OBSERVANCE OF LEGAL HOLIDAYS AND ADMINISTRATIVE LEAVE (APR

2004)

52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders--Commercial Items (Feb 2010) 52.252-2 Clauses Incorporated by Reference (Feb 1998) 52.252-6 Authorized Deviations in Clauses (Apr 1984) 652.237-71 Identification/Building Pass

J List of Attachments J.1 Reserved

K Representations, Certifications, and Other Statements of Offerors or Respondents 52.203-11 Certification And Disclosure Regarding Payments To Influence Certain Federal Transactions (Sept 2007) 52.212-3 Offeror Representations and Certifications--Commercial Items (Aug 2009) 52.219-1 Small Business Program Representations (May 2004) 52.222-22 Previous Contracts and Compliance Reports (Feb 1999) 52.222-25 Affirmative Action Compliance (Apr 1984) 52.223-13 Certification of Toxic Chemical Release Reporting

652.225-70 ARAB LEAGUE BOYCOTT OF ISRAEL (AUG 1999)

L Instructions, Conditions, and Notices to Offerors and Respondents 52.212-1 Instructions to Offerors--Commercial Items (June 2008) 52.214-34 Submission of Offers in the English Language (Apr 1991) 52.214-35 Submission of Offers in U.S. Currency (Apr 1991) 52.215-1 Alt I Instructions to Offerors--Competitive Acquisition (Jan 2004)- Alternate I (Oct 1997) 52.237-1 Site Visit (Apr 1984) L.1 General Instructions 52.233-2 Service of Protest (Sept 2006) 52.252-1 Solicitation Provisions Incorporated by Reference (Feb 1998) 52.252-5 Authorized Deviations in Provisions (Apr 1984)

M Evaluation Factors for Award 52.217-5 Evaluation of Options (July 1990) M.1 Evaluation Criteria 52.212-2 Evaluation - Commercial Items (Jan 1999)

1 Team Building for Civil Service Orientation.

Lead Facilitator

0.00 EA

Base Year Doc Ref No: 103102031061

Delivery Date FOB:

Destination

2 Team Building for Civil Service Orientation.

Additional Facilitators

0.00 EA

Base Year Doc Ref No: 103102031061

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Destination

3 Team Building for Civil Service Orientation.

Facility

0.00 DY

Base Year Doc Ref No: 103102031061

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Destination

4 Team Building for Civil Service Orientation.

Lead Facilitator

0.00 EA

OPTION YEAR 1

Doc Ref No: 103102031061

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Destination

5 Team Building for Civil Service Orientation.

Additional Facilitators

0.00 EA

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6 Team Building for Civil Service Orientation.

Facility

0.00 DY

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7 Team Building for Civil Service Orientation.

Lead Facilitator

0.00 EA

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8 Team Building for Civil Service Orientation.

Additional Facilitators

0.00 EA

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9 Team Building for Civil Service Orientation.

Facility

0.00 DY

OPTION YEAR 2

Doc Ref No: 103102031061

SFSIAQ10R0028

Line Item Summary

Solicitation Number:

SFSIAQ10R0028

Contract Number: Title: Team Building Solicitation Date of Solicitation:

06/30/2010

Line Item No. Description Quantity Unit Unit Price Total Cost

Delivery Date FOB:

Destination

10 Team Building for Civil Service Orientation.

Lead Facilitator

0.00 EA

OPTION YEAR 3

Doc Ref No: 103102031061

Delivery Date FOB:

Destination

11 Team Building for Civil Service Orientation.

Additional Facilitators

0.00 EA

OPTION YEAR 3

Doc Ref No: 103102031061

Delivery Date FOB:

Destination

12 Team Building for Civil Service Orientation.

Facility

0.00 EA

OPTION YEAR 3

Doc Ref No: 103102031061

Delivery Date FOB:

Destination

13 Team Building for Civil Service Orientation.

Lead Facilitator

0.00 EA

OPTION YEAR 4

Doc Ref No: 103102031061

Delivery Date FOB:

Destination

14 Team Building for Civil Service Orientation.

Additional Facilitators

0.00 EA

OPTION YEAR 4

Doc Ref No: 103102031061

Delivery Date FOB:

Destination

15 Team Building for Civil Service Orientation.

Facility

0.00 DY

OPTION YEAR 4

Doc Ref No: 103102031061

Delivery Date FOB:

Destination

16 Team Building for Foreign Service Specialist Orientation.

Lead Facilitator.

0.00 EA

Base Year Doc Ref No:

Delivery Date FOB:

Destination

17 Team Building for Foreign Service Specialist Orientation.

Additional Facilitators.

0.00 EA

Base Year Doc Ref No:

Delivery Date FOB:

Destination

SFSIAQ10R0028

Line Item Summary

Solicitation Number:

SFSIAQ10R0028

Contract Number: Title: Team Building Solicitation Date of Solicitation:

06/30/2010

18 Team Building for Foreign Service Specialist Orientation.

Facility.

0.00 DY

Base Year Doc Ref No:

Delivery Date FOB:

Destination

19 Team Building for Foreign Service Specialist Orientation.

Meal per person.

0.00 EA

Base Year Doc Ref No:

Delivery Date FOB:

Destination

20 Team Building for Foreign Service Specialist Orientation.

Lead Facilitator.

0.00 EA

OPTION YEAR 1

Doc Ref No:

Delivery Date FOB:

Destination

21 Team Building for Foreign Service Specialist Orientation.

Additional Facilitators.

0.00 EA

OPTION YEAR 1

Doc Ref No:

Delivery Date FOB:

Destination

22 Team Building for Foreign Service Specialist Orientation.

Facility.

0.00 DY

OPTION YEAR 1

Doc Ref No:

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Destination

23 Team Building for Foreign Service Specialist Orientation.

Meal per person.

0.00 EA

OPTION YEAR 1

Doc Ref No:

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Destination

24 Team Building for Foreign Service Specialist Orientation.

Lead Facilitator.

0.00 EA

OPTION YEAR 2

Doc Ref No:

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Destination

25 Team Building for Foreign Service Specialist Orientation.

Additional Facilitators.

0.00 EA

OPTION YEAR 2

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Destination

26 Team Building for Foreign Service Specialist Orientation.

Facility.

0.00 DY

OPTION YEAR 2

Doc Ref No:

SFSIAQ10R0028

Line Item Summary

Solicitation Number:

SFSIAQ10R0028

Contract Number: Title: Team Building Solicitation Date of Solicitation:

06/30/2010

Delivery Date FOB:

Destination

27 Team Building for Foreign Service Specialist Orientation.

Meal per person.

0.00 EA

OPTION YEAR 2

Doc Ref No:

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Destination

28 Team Building for Foreign Service Specialist Orientation.

Lead Facilitator.

0.00 EA

OPTION YEAR 3

Doc Ref No:

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Destination

29 Team Building for Foreign Service Specialist Orientation.

Additional Facilitators.

0.00 EA

OPTION YEAR 3

Doc Ref No:

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Destination

30 Team Building for Foreign Service Specialist Orientation.

Facility.

0.00 DY

OPTION YEAR 3

Doc Ref No:

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Destination

31 Team Building for Foreign Service Specialist Orientation.

Meal per person.

0.00 EA

OPTION YEAR 3

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Destination

32 Team Building for Foreign Service Specialist Orientation.

Lead Facilitator.

0.00 EA

OPTION YEAR 4

Doc Ref No:

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33 Team Building for Foreign Service Specialist Orientation.

Additional Facilitators.

0.00 EA

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34 Team Building for Foreign Service Specialist Orientation.

Facility.

0.00 DY

OPTION YEAR 4

Doc Ref No:

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SFSIAQ10R0028

Line Item Summary

Solicitation Number:

SFSIAQ10R0028

Contract Number: Title: Team Building Solicitation Date of Solicitation:

06/30/2010

35 Team Building for Foreign Service Specialist Orientation.

Meal per person.

0.00 EA

OPTION YEAR 4

Doc Ref No:

Delivery Date FOB:

Destination

B.1 Supplies or Services, and Prices/Costs

B. SUPPLIES OR SERVICES, AND PRICES/COTSTS

B. 1. The Foreign Service Institute, Department of State, anticipates the award of a Blanket Purchase Agreement (BPA) that establishes the terms and conditions applicable to future purchases. This is a 100% small business set-aside.

B. 2. The services shall be performed in accordance with Section C - Description/Specifications/Work Statement and as further described elsewhere in this document.

Contractor shall provide a per session fully loaded, firm fixed labor rate as outlined in Section C.

Civil Service Orientation Course (On or about) Lead Facilitator

Base Year: $__________ per session October 01, 2010 - September 30, 2011

Option Year 1: $__________ per session October 01, 2011 - September 30, 2012

Option Year 2: $__________ per session October 01, 2012 - September 30, 2013

Option Year 3: $__________ per session October 01, 2013 - September 30, 2014

Option Year 4: $__________ per session October 01, 2014 - September 30, 2015

Additional Facilitators

Base Year: $__________ per session October 01, 2010 - September 30, 2011

Option Year 1: $__________ per session October 01, 2011 - September 30, 2012

Option Year 2: $__________ per session October 01, 2012 - September 30, 2013

Option Year 3: $__________ per session October 01, 2013 - September 30, 2014

Option Year 4: $__________ per session October 01, 2014 - September 30, 2015

Facility

Base Year: $__________ per day October 01, 2010 - September 30, 2011

Option Year 1: $__________ per day October 01, 2011 - September 30, 2012

Option Year 2: $__________ per day October 01, 2012 - September 30, 2013

Option Year 3: $__________ per day October 01, 2013 - September 30, 2014

SFSIAQ10R0028

Line Item Summary

Solicitation Number:

SFSIAQ10R0028

Contract Number: Title: Team Building Solicitation Date of Solicitation:

06/30/2010

Option Year 4: $__________ per day October 01, 2014 - September 30, 2015

Foreign Service Specialist Course (On or about) Lead facilitator

Base Year: $__________ per session October 01, 2010 - September 30, 2011

Option Year 1: $__________ per session October 01, 2011 - September 30, 2012

Option Year 2: $__________ per session October 01, 2012 - September 30, 2013

Option Year 3: $__________ per session October 01, 2013 - September 30, 2014

Option Year 4: $__________ per session October 01, 2014 - September 30, 2015

Additional facilitators

Base Year: $__________ per session October 01, 2010 - September 30, 2011

Option Year 1: $__________ per session October 01, 2011 - September 30, 2012

Option Year 2: $__________ per session October 01, 2012 - September 30, 2013

Option Year 3: $__________ per session October 01, 2013 - September 30, 2014

Option Year 4: $__________ per session October 01, 2014 - September 30, 2015

Facility

Base Year: $__________ per day October 01, 2010 - September 30, 2011

Option Year 1: $__________ per day October 01, 2011 - September 30, 2012

Option Year 2: $__________ per day October 01, 2012 - September 30, 2013

Option Year 3: $__________ per day October 01, 2013 - September 30, 2014

Option Year 4: $__________ per day October 01, 2014 - September 30, 2015

Meals

Base Year: $__________ per person October 01, 2010 - September 30, 2011

Option Year 1: $__________ per person October 01, 2011 - September 30, 2012

Option Year 2: $__________ per person October 01, 2012 - September 30, 2013

Option Year 3: $__________ per person October 01, 2013 - September 30, 2014

Option Year 4: $__________ per person October 01, 2014 - September 30, 2015

Section C - Descriptions/Specifications/Statement of Work

C.1. Statement of Work

DEPARTMENT OF STATE

FOREIGN SERVICE INSTITUTE

SCHOOL OF PROFESSIONAL AND AREA STUDIES

ORIENTATION TRAINING DIVISION

TASK PLAN - Teambuilding BPA for Orientation Classes

Professional services are requested by the US Government for the development and presentation of a one-day experiential education-based teambuilding session for new Civil Service and Foreign Service Specialist employees of the Department of State taking part in the new employee orientation program at the Foreign Service Institute.

Background

Civil Service Orientation is a five-day program. The program is devoted to helping new Department of State Civil Service employees better understand the overall organization in which they work, the terms of their employment and the competencies needed for success in the organization.

Foreign Service Specialist Orientation is a three-week program. The program is devoted to helping new Department of State Foreign Service employees better understand the overall organization in which they work, the terms of their employment and the competencies needed for success in the organization.

All State Department employees, regardless of their position, are required to plan and implement projects with their fellow workers.

The success of the individual employee and the success of the Department depend on the employee's ability to work effectively with his/her colleagues. This segment helps participants assess their teambuilding skills and develop strategies to work most effectively within diverse groups.

Duties for Civil Service Orientation

The contractor shall develop and deliver a one-day Teambuilding session using experiential education techniques and exercises requiring elementary levels of physical ability but with increasing levels of cognitive difficulty, that address the Civil Service Competencies of leadership, communication, interpersonal, problem solving, customer service, decisiveness and continual learning skills as defined in Appendix A of the following document: http://www.state.gov/documents/organization/107870.pdf

The Teambuilding session will normally take place on the Thursday of the class, at a suitable location provided by the contractor as directed below. Transportation to the facility will be provided by FSI. Class participants in each training session will be divided into small teams of up to 13 people, with each team having one facilitator.

In FY11 this training session will be offered approximately:

? Ten (10) times with approximately 30-65 students per class.

For purposes of this solicitation, one session equals one day and for Civil Service, the approximate timing is as follows:

? Arrival time of 9:15 a.m.

? Bus departure time of 3:30 p.m.

Billing will be on a per session basis and bids should indicate costs for each of the following line items:

1. Firm fixed fully loaded per session rate for a lead facilitator

2. Firm fixed fully loaded per session rate for each additional facilitator

3. Firm fixed per day rate for facility

Duties for Foreign Service Specialists

The contractor shall develop and deliver a one-day Teambuilding session using experiential education techniques and exercises requiring elementary levels of physical ability but with increasing levels of cognitive difficulty, that address the Foreign Service Core Precepts of leadership, communication, interpersonal and management skills as defined in this document:

http://www.afsa.org/mbr/CorePrecepts - new 2005.pdf

The Teambuilding session will normally take place on Tuesday and Wednesday of the second week of class, with half of the students attending on each day, at a suitable location provided by the contractor as directed below. Transportation to the facility will be provided by FSI. Class participants in each training session will be divided into small teams of up to 12 people, with each team having one facilitator.

In FY11, this class will be offered approximately:

? Seven (7) times with up to 92 students

For purposes of this solicitation, one session equals one day and for Foreign Service Specialists and whether the class requires two sessions depends on class size as described below. The approximate timing is as follows:

? Arrival time of 8:30 a.m.

? Bus departure time of 4:00 p.m.

Billing will be done on a per session basis and bids should indicate costs for each of the following line items:

1. Firm fixed fully loaded per session rate for a lead facilitator

2. Firm fixed fully loaded per session rate for each additional facilitator

3. Firm fixed per day rate for facility

4. Per Person cost for food

For both Civil Service and Foreign Service programs, the contractor will:

? Be familiar with various teambuilding theories and tools to use as reference if appropriate during small group discussion. Discussions should assist group members in applying offsite learning to the workplace in order to better model the Core Precepts or Competencies. Myers-Briggs Type Indicator (MBTI) will be administered prior to the offsite. The Three-Circle leadership model, Tuckman's stages of team development, and Situational Leadership are all models discussed in follow-on training; appropriate contractor references to them will support FSI's continuum of learning about teambuilding, but are not required offsite content.

? Prepare a draft training design/lesson plan for review by the Technical Review Panel. This should be a flexible training design, appropriate for a professional adult audience, to meet the overall goal(s) of the session as outlined in this solicitation.

The design should include specific session objectives to support the overall goal(s), an explanation of activities/methodologies to achieve these objectives, the timing and sequence of topics to be covered, and any supporting materials that will be utilized during the session;

? After consultation with the course coordinators, or their designee, submit a final design for the sessions no-later-than ten days prior to the beginning of the first session;

? Provide equipment to conduct a variety of experiential teambuilding activities for groups of varying size. Facilitators should be prepared with enough activities from which they can choose the most appropriate for their individual groups, to ensure a full day of activities and debriefs. It is not expected that all groups will experience all of the same activities on any given day.

? Provide all training materials;

? Facilitate a general opening session and a closing wrap-up session with all participants on the day of the training session;

? Provide one facilitator for each small group. Total number of small groups needed will be determined by overall class enrollment numbers, and in no case will more than 5 facilitators be required per session. Group breakdown is as follows:

1. For Civil Service the class maximum is 65 students and in the case of a class that size, students will be divided into small groups of 13.

2. For Foreign Service Specialists the class maximum is 92 students. If the class has 60 or fewer students, all will attend the offsite on one day. Classes greater than 60 students will be split, with half of the students attending the offsite on one day and half on the next. In both cases, a maximum of 5 facilitators would be required to ensure a small group size of 12 or less.

? Closely monitor the progress and performance of all facilitators and provide support and feedback to ensure a level of consistency in the program;

? Provide an evaluation tool, as requested by FSI, to be completed by participants;

? Accept monitoring of and feedback about the training activities by FSI staff; revise the program based upon FSI staff input, participant feedback, and facilitator/trainer's own perceptions of areas to improve;

? Provide the facility in which to conduct the activity. The facility must be within 20 miles of FSI and adhere to all the American Disabilities Act standards. The facility must meet the following criteria:

o At least one large indoor meeting room or area suitable to conduct experiential activities for up to 65 people o Outdoor space suitable for conducting multiple small-group (up to 14 people) activities simultaneously. The outdoor space must be within 200 yards of the large meeting room, away from vehicle and pedestrian traffic, measure at least 30' X 30' in size and be on relatively level ground with few obstructions o Toilet facilities o Tables and chairs/benches for up to 65 people if needed o Availability of drinking water

For Foreign Service Specialist program ONLY, the contractor will:

? Provide breakfast and lunch for participants and staff.

In addition:

1. The contractor must be experienced in experiential teamwork/teambuilding education programs in a government or business environment and have a strong foundation in adult education theory and practice. The facilitator must also be sufficiently familiar with the State Department environment to put the concepts presented in context; successful past performance in training for the US Government is highly desirable.

2. All facilitators provided by the contractor must also be experienced in facilitating outdoor experiential training adult activities, handling safety procedures, and must have equivalent verifiable experience.

3. Payment for each session will be made upon successful completion of that session and upon receipt of a proper invoice submitted to the Budget and Management Office of the Foreign Service Institute. Proper invoicing should be done in accordance with the line items on the contract, as stated above.

4. The contractor is responsible for obtaining all necessary or appropriate licenses and permits relative to teaching materials selected for distribution to students in the course; and

5. The contractor is responsible for providing to the Course Coordinators a copy of all course materials to be distributed to the class at least one week prior to the beginning of each Teambuilding session. Emphasis will be on resources that can be shared with students electronically in an effort to reduce the amount of paper. The contractor will be responsible for photocopying, at the contractor's expense, all materials not submitted one week in advance of the class.

Period of Performance

Period of performance of this contract will be on or about October 1, 2010 to September 30, 2011 as a base year, with four (4) option years. The final number of training sessions will be determined by the number of classes held for each program per fiscal year. Below dates represent the currently planned class schedule for FY11. The contractor will work with the Course Coordinator to set training dates agreeable to both parties.

Civil Service Orientation (training session usually occurs on day 4)

We anticipate ten (10) sessions for FY11. Specific dates will be determined by Program Office.

Foreign Service Specialist (training sessions usually occur on Tuesdays and Wednesdays of Week 2)

We anticipate seven (7) sessions for FY11. Specific dates will be determined by Program Office.

Additional sessions may be scheduled on an as-needed basis. Should it be necessary to cancel or postpone one or more of the training sessions, the contractor will be given a minimum of two weeks' notice prior to the scheduled start of that training session, and in the case of cancellation, will be paid only for actual documented costs incurred in preparation for the training session. In the case of postponement, the contractor will be reimbursed only actual documented costs that cannot be deferred until the rescheduled session(s).

For subsequent years, class dates will be announced prior to the beginning of the fiscal year.

Special Instructions to the Offerer

? Draft and/or sample training design/lesson plans to be submitted with proposal.

o Similar designs may be submitted for different programs as long as they account for differences in training objective and time allotted.

? Bidder should indicate which program(s) he or she is bidding on.

? Liability waivers of any form will not be signed by U.S. Government or its employees

? Students will take the MBTI assessment and discuss their results with an MBTI-certified trainer at FSI, prior to the offsite activities. The MBTI facilitator will consider the assessment results among factors used to create diverse small groups for the contractor.

? Contractor will not administer additional assessments to the students.

Government Provided Materials

The US Government will provide the following material and supplies:

? Photocopies of handouts for class submitted one week prior to class.

Section D - Packaging and Marking

D.1 Packaging and Marking

RESERVED

Section E - Inspection and Acceptance

Clauses By Reference Clause Title Date 52.246-6 Inspection--Time-and-Material and Labor-Hour (May 2001) 05/11/2001

E Inspection and Acceptance

Section E - Inspection and Acceptance E. 1. Inspection and acceptance of the services to be provided hereunder shall be made by the Government Technical Monitor (GTM) or Contracting Officer's Representative (COR).

E. 2. The Role of Government Personnel and Responsibility for Contractor Administration

A. Contracting Officer (CO): The CO has the overall responsibility for administering this contract. He/she alone, without delegation, is authorized to take actions on behalf of the Government to: amend, modify, or deviate from the contract terms, conditions, requirements, specifications, details and delivery schedules; make final decisions on disputed deductions from contract payments for non-performance or unsatisfactory performance; terminate the contract for convenience or default; and issue final decisions regarding contract questions or matters under dispute. Additionally, he/she may delegate certain other responsibilities to authorized representatives.

B. Government Technical Monitor (GTM): The GTM will assist the COR in discharging responsibilities. The responsibilities of the GTM include, but are not limited to: monitoring and inspecting the Contractor's progress and performance; evaluating contractor performance with the terms and conditions of this contract; acting as the Government's representative at the work site; advising the contractor of proposed deductions for non-performance or unsatisfactory performance; preparing receiving reports and/or approving invoices for payment; and advising the COR of any factors which may cause delay in work performance.

C. Contracting Officer's Representative (COR): The COR is responsible for promptly notifying the Contracting Officer in writing of any noncompliance or deviation in performance or failure to make progress; knowing and understanding the terms and provisions of the contract; knowing the scope and limitations of your authority; using good judgment, skill and reasonable care in the exercise of authority; protecting privileged and sensitive procurement information. If questions arise which are not clearly answered in the contract or if disputes with the Contractor occur, prepare a written report to the Contracting Officer setting forth the problem(s) encountered.

Section F - Deliveries or Performance

F Period of Performance

F.1- PERIOD OF PERFORMANCE (On or about)

Base year: October 01, 2010 - September 30, 2011

Option Year 1: October 01, 2011 - September 30, 2012

Option Year 2: October 01, 2012 - September 30, 2013

Option Year 3: October 01, 2013 - September 30, 2014

Option Year 4: October 01, 2014 - September 30, 2015

F.2 PLACE OF PERFORMANCE

Services under this contract will be performed at a suitable location provided by the contract.

F.3 PERFOMANCE SCHEDULE

Civil Service Oreintation Sessions:

* We anticipate ten (10) sessions annually, depending on specific student enrollments.

Foreign Serivce Speciatlist Sessions:

* We anticipate seven (7) sessions annually, depending on specific student enrollments.

Section G - Contract Administration Data

652.242-70 CONTRACTING OFFICER'S REPRESENTATIVE (COR) (AUG 1999) 08/01/1999

(a) The Contracting Officer may designate in writing one or more Government employees, by name and position title, to take action for the Contracting Officer under this contract. Each designee shall be identified as a Contracting Officer's Representative (COR). Such designation(s) shall specify the scope and limitations of the authority so delegated; provided, that the designee shall not change the terms or conditions of the contract, unless the COR is a warranted Contracting Officer and this authority is delegated in the designation.

(b) The COR is to be determined with each Task Order.

(End of clause)

FSI1 FSI Invoicing Instructions 01/01/2005

Contractor shall submit invoice to the following address:

Department of State

Foreign Service Institute

Washington, D. C. 20520-4201

ATTN: Office of Budget and Management

Your invoice must include the following information:

(1) your name and address to which payment is to be made;

(2) your DUNS number and tax identificiation numbers (for individuals this is your SSN);

(3) the order numbers in Blocks 3 and 4;

(4) the correct amount owed by FSI;

(5) time payment discount, even if 'net';

(6) itemized billing;

(7) show ordering office in block 10;

(8) cite contract number (Block 2) as well as requisition number (Block 4) in all correspondence;

(9) unique vendor invoice number;

(10) contact name and telephone number;

(11) invoice date;

(12) description, price, and quantity of goods/services.

Failure to submit an invoice with all required information will result in invoice being returned for proper submission.

Payment under this purchase order will be due on the 30th calendar day after either (1) the date of receipt of proper invoice in the designated office, or (2) the date the services are accepted by the Government.

(end of clause)

FSI4 Contractor Self-Identification 05/07/2008

All contractor personnel attending meetings, answering Government telephones, and/or working in other situations where their contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public, of other government personnel or Congress that they are Government officials. Contractor personnel must also ensure that all documents or reports produced by them are suitably marked as contractor products or that contractor participation is appropriately disclosed. This direction shall be adhered to unless otherwise waived, in writing, by the cognizant Contracting Officer.

At no time will any contractor utilize letterhead for any correspondence between the contractor and any other entity depicting or intimating that the Contractor is a member/employee of the U.S. Government, either as an individual or as a company/corporation. Example: Using the Department of State Seal (or any other Government's agency seal) in their letterhead.

Section H - Special Contract Requirements

Clause Title Date

652.239-70 INFORMATION TECHNOLOGY SECURITY PLAN AND ACCREDITATION (SEP

2007)

09/01/2007

652.239-71 SECURITY REQUIREMENTS FOR UNCLASSIFIED INFORMATION

TECHNOLOGY RESOURCES (SEP 2007)

09/01/2007

H.1 Removal from Duty

H.1 Removal from Duty

The Government may direct that a contractor be removed immediately from the work site(s) should it be determined that the person is unfit for the job. A determination of unfitness may be made from, but not limited to, incidents involving the most immediate identifiable types of misconduct or delinquency as set forth below:

*Falsification or unlawful concealment, removal, mutilation or destruction of any official documents or records, or concealment of material facts by willful omissions from other documents or records;

*Disorderly conduct, use of abusive or offensive language, quarreling, intimidation by words or actions, or fighting. Also participation in disruptive activities which interfere with the normal and efficient operations of the Government;

*Theft, vandalism, or any other criminal actions;

*Selling, consuming or being under the influence of intoxicants, drugs or substances which product similar effects;

*Improper use of communications equipment or government property;

*Violations of security procedures or regulations;

*Unacceptable performance

The Contractor shall be responsible for maintaining satisfactory standards of conduct and integrity. The Contracting Officer, acting on the advice of the COR, will make all determinations regarding the removal of any employee from the work site(s).

Section I - Contract Clauses

Clause Title Date 52.202-1 Definitions (July 2004) 07/19/2004

52.203-5 Covenant Against Contingent Fees (Apr 1984) 04/01/1984

52.203-7 Anti-Kickback Procedures (Jul 1995) 07/01/1995

52.203-12 Limitation On Payments To Influence Certain Federal Transactions (Sept 2007) 09/17/2007

52.204-7 Central Contractor Registration (Apr 2008) 04/22/2008

52.204-9 Personal Identity Verification of Contractor Personnel. (Sept 2007) 09/17/2007

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

Debarred, Suspended, or Proposed for Debarment (Sept 2006)

09/28/2006

52.212-4 Contract Terms and Conditions--Commercial Items (Mar 2009) 03/31/2009

52.212-4 Alt I Contract Terms and Conditions--Commercial Items (Mar 2009) - Alternate I (Oct

2008)

; ; None; None;

10/17/2008

52.215-8 Order of Precedence--Uniform Contract Format (Oct 1997) 10/01/1997

52.216-31 Time-and-Materials/Labor-Hour Proposal Requirements - Commercial Item

Acquisition (Feb 2007)

02/12/2007

52.217-8 Option to Extend Services (Nov 1999)

60 days;

11/23/1999

52.217-9 Option to Extend the Term of the Contract (Mar 2000)

60 days; 60; 5 years;

03/27/2000

52.223-6 Drug Free Workplace (May 2001) 05/11/2001

52.223-14 Toxic Chemical Release Reporting 08/01/2003

52.224-1 Privacy Act Notification (Apr 1984) 04/01/1984

52.224-2 Privacy Act (Apr 1984) 04/01/1984

52.232-7 Payments under Time-and-Materials and Labor Hour Contracts (Feb 2007)

30th;

02/12/2007

52.232-23 Assignment Of Claims (Jan 1986) 01/01/1986

52.233-1 Disputes (July 2002) 07/29/2002

52.237-2 Protection Of Government Buildings, Equipment, And Vegetation (Apr 1984) 04/01/1984

52.243-3 Changes--Time-and-Material or Labor-Hours (Sept 2000) 09/25/2000

Clause Title Date 52.244-6 Subcontracts for Commercial Items (Dec 2009) 12/10/2009

52.245-1 Government Property (June 2007) 06/14/2007

52.245-9 Use and Charges (June 2007) 06/14/2007

52.249-4 Termination for Convenience of the Government (Services) (Short Form) (Apr 1984) 04/01/1984

52.249-14 Excusable Delays (Apr 1984) 04/01/1984

52.253-1 Computer Generated Forms (Jan 1991) 01/01/1991

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

(AUG 1999)

08/01/1999

652.232-72 LIMITATION OF FUNDS (AUG 1999) 08/01/1999

652.237-72 OBSERVANCE OF LEGAL HOLIDAYS AND ADMINISTRATIVE LEAVE (APR 2004) 04/01/2004

52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders--Commercial Items (Feb 2010)

02/01/2010

(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.] x (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 (Dec 2008) (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 (Mar 2009) (Section 1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Reinvestment Act of 2009.)

__ (4) 52.204-11, American Recovery and Reinvestment Act-Reporting Requirements (Mar 2009) (Pub. L.

111-5).

__ (5) 52.219-3, Notice of Total HUBZone Set-Aside (Jan 1999) (15 U.S.C. 657a).

__ (6) 52.219-4, Notice of Price Evaluation Preference for HUBZone Small Business Concerns (July 2005) (if the offeror elects to waive the preference, it shall so indicate in its offer) (15 U.S.C. 657a).

__ (7) [Reserved] x (8)(i) 52.219-6, Notice of Total Small Business Set-Aside (June 2003) (15 U.S.C. 644).

__ (ii) Alternate I (Oct 1995) of 52.219-6.

__ (iii) Alternate II (Mar 2004) of 52.219-6.

x (9)(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.

__ (10) 52.219-8, Utilization of Small Business Concerns (May 2004) (15 U.S.C. 637(d)(2) and (3)).

__ (11)(i) 52.219-9, Small Business Subcontracting Plan (Apr 2008) (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.

__ (12) 52.219-14, Limitations on Subcontracting (Dec 1996) (15 U.S.C. 637(a)(14)).

__ (13) 52.219-16, Liquidated Damages-Subcontracting Plan (Jan 1999) (15 U.S.C. 637(d)(4)(F)(i)).

__ (14)(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.

__ (15) 52.219-25, Small Disadvantaged Business Participation Program -- Disadvantaged Status and Reporting (Apr 2008) (Pub. L. 103-355, section 7102, and 10 U.S.C. 2323).

__ (16) 52.219-26, Small Disadvantaged Business Participation Program -- Incentive Subcontracting (Oct 2000) (Pub. L. 103-355, section 7102, and 10 U.S.C. 2323).

__ (17) 52.219-27, Notice of Total Service-Disabled Veteran-Owned Small Business Set-Aside (May 2004) (15 U.S.C. 657 f).

x (18) 52.219-28, Post Award Small Business Program Rerepresentation (Apr 2009) (15 U.S.C. 632(a)(2)).

x (19) 52.222-3, Convict Labor (June 2003) (E.O. 11755).

x (20) 52.222-19, Child Labor -- Cooperation with Authorities and Remedies (Aug 2009) (E.O. 13126).

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

x (22) 52.222-26, Equal Opportunity (Mar 2007) (E.O. 11246).

x (23) 52.222-35, Equal Opportunity for Special Disabled Veterans, Veterans of the Vietnam Era, and Other Eligible Veterans (Sept 2006) (38 U.S.C. 4212).

x (24) 52.222-36, Affirmative Action for Workers with Disabilities (Jun 1998) (29 U.S.C. 793).

x (25) 52.222-37, Employment Reports on Special Disabled Veterans, Veterans of the Vietnam Era, and Other Eligible Veterans (Sept 2006) (38 U.S.C. 4212).

x (26) 52.222-54, Employment Eligibility Verification (Jan 2009). (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.)

x (27)(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.)

__ (28) 52.223-15, Energy Efficiency in Energy-Consuming Products (Dec 2007) (42 U.S.C. 8259b).

__ (29)(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.

__ (30) 52.225-1, Buy American Act -- Supplies (Feb 2009) (41 U.S.C. 10a-10d).

__ (31)(i) 52.225-3, Buy American Act -- Free Trade Agreements -- Israeli Trade Act (June 2009) (41 U.S.C.

10a-10d, 19 U.S.C. 3301 note, 19 U.S.C. 2112 note, 19 U.S.C. 3805 note, Pub. L. 108-77, 108-78, 108-286, 108-302, 109-53, 109-169, 109-283, and 110-138).

__ (ii) Alternate I (Jan 2004) of 52.225-3.

__ (iii) Alternate II (Jan 2004) of 52.225-3.

__ (32) 52.225-5, Trade Agreements (Aug 2009) (19 U.S.C. 2501, et seq., 19 U.S.C. 3301 note).

x (33) 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).

__ (34) 52.226-4, Notice of Disaster or Emergency Area Set-Aside (Nov 2007) (42 U.S.C. 5150).

__ (35) 52.226-5, Restrictions on Subcontracting Outside Disaster or Emergency Area (Nov 2007) (42 U.S.C.

5150).

x (36) 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)).

__ (37) 52.232-30, Installment Payments for Commercial Items (Oct 1995) (41 U.S.C. 255(f), 10 U.S.C.

2307(f)).

x (38) 52.232-33, Payment by Electronic Funds Transfer -- Central Contractor Registration (Oct 2003) (31 U.S.C. 3332).

__ (39) 52.232-34, Payment by Electronic Funds Transfer -- Other than Central Contractor Registration (May 1999) (31 U.S.C. 3332).

__ (40) 52.232-36, Payment by Third Party (Feb 2010) (31 U.S.C. 3332).

x (41) 52.239-1, Privacy or Security Safeguards (Aug 1996) (5 U.S.C. 552a).

__ (42)(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.).

x (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 U.S.C. 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 (Dec 2008) (Pub. L. 110-252, Title VI, Chapter 1 (41 U.S.C. 251 note)).

(ii) 52.219-8, Utilization of Small Business Concerns (May 2004) (15 U.S.C.