Adv. Negotiations SFSIAQ11R0050.pdf

SOLICITATION/CONTRACT/ORDER FOR

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

1. REQUISITION NUMBER

103102115089

5. SOLICITATION NUMBER

SFSIAQ11R0050

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

DATE

08/17/2011

7. FOR SOLICITATION

INFORMATION CALL

a. NAME

Glenn A. Kowallis

b. TELEPHONE NUMBER (No collect calls) 703-302-6804

c. EMAIL kowallisg@state.gov

8. OFFER DUE DATE / LOCAL

TIME

09/08/2011 15:00:00

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

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)

13b. 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)

Glenn A. Kowallis 31c. DATE SIGNED

08/17/2011

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 10/2010)

Prescribed by GSA - FAR (48 CFR) 53.212

SFSIAQ11R0050

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. 10/2010) 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 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 Instructions to Offerors--Competitive Acquisition (Jan 2004) 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 Factors for Award 52.212-2 Evaluation - Commercial Items (Jan 1999)

001 Advanced Negotiations Delivery (Utilizing Existing Module) 0.00 HR Doc Ref No: 103102115089

Delivery Date FOB:

Destination

002 Advanced Negotiations (Updates to existing course).

0.00 HR

Doc Ref No: 103102115089 Delivery Date FOB:

Destination

003 Delivery Advanced Negotiations Course (per session rate) 0.00 SE Doc Ref No: 103102115089

Delivery Date FOB:

Destination

004 Design of an Advanced Negotiations Course (Fully Loaded Rate)

0.00 EA

Doc Ref No: 103102115089 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.

B.3 Contractor shall provide an houly fully loaded, firm fixed labor rate as outlined in Section C for CLIN 001.

CLIN 001 - Advanced Negotiation Delivery (Existing Module Utilized) (On or about)

Base Year: $__________ per hour October 1, 2011 - September 30, 2012

Option Year 1: $__________ per hour October 1, 2012 - September 30, 2013

Option Year 2: $__________ per hour October 1, 2013 - September 30, 2014

Option Year 3: $__________ per hour October 1, 2014 - Septembert 30, 2015

Option Year 4: $__________ per hour October 1, 2015 - September 30, 2016

Contractor shall provide an houly fully loaded, firm fixed labor rate as outlined in Section C for CLIN 002.

CLIN 002 - Advanced Negotiation (Updates) (On or about)

SFSIAQ11R0050

Line Item Summary

Solicitation Number:

SFSIAQ11R0050

Contract Number: Title: Solicitation for Advanced Negotiations (POL)

Date of Solicitation:

08/17/2011

Line Item No. Description Quantity Unit Unit Price Total Cost

Base Year: $__________ per hour October 1, 2011 - September 30, 2012

Option Year 1: $__________ per hour October 1, 2012 - September 30, 2013

Option Year 2: $__________ per hour October 1, 2013 - September 30, 2014

Option Year 3: $__________ per hour October 1, 2014 - Septembert 30, 2015

Option Year 4: $__________ per hour October 1, 2015 - September 30, 2016

Contractor shall provide an houly fully loaded, firm fixed labor rate as outlined in Section C for CLIN 003.

CLIN 003 - Advanced Negotiations DELIVERY (On or about)

Base Year: $__________ per hour October 1, 2011 - September 30, 2012

Option Year 1: $__________ per hour October 1, 2012 - September 30, 2013

Option Year 2: $__________ per hour October 1, 2013 - September 30, 2014

Option Year 3: $__________ per hour October 1, 2014 - Septembert 30, 2015

Option Year 4: $__________ per hour October 1, 2015 - September 30, 2016

Contractor shall provide a fully loaded, firm fixed rate as outlined in Section C for CLIN 004.

CLIN 004 - Advanced Negotiations DESIGN (On or about)

Base Year: $__________ design October 1, 2011 - September 30, 2012

Option Year 1: $__________ design October 1, 2012 - September 30, 2013

Option Year 2: $__________ design October 1, 2013 - September 30, 2014

Option Year 3: $__________ design October 1, 2014 - Septembert 30, 2015

Option Year 4: $__________ design October 1, 2015 - September 30, 2016

Section C - Descriptions/Specifications/Statement of Work

C.1 Statement of Work

Foreign Service Institute Statement of Work

PP515 Advanced Negotiation

I. Introduction

Political Training (FSI/SPAS/POL) The primary mission of the Political Training Division (POL) is to train Foreign Service, Civil Service, Foreign Service National and other U.S. Government Employees to represent United States Government interests both abroad and in Washington. POL conducts Tradecraft courses to train entry-level Foreign Service officers for their initial assignments, and offers courses to mid-level officers in a wide-range of relevant subjects:

political-military affairs, global issues, human rights, arms control, nonproliferation, international negotiation skills, multilateral diplomacy, congressional relations, intelligence and foreign policy, combating terrorism, labor officer skills, and orientation courses for the PRM, INL, and Legislative Affairs bureaus. The Division also features training for selected Foreign Service National employees to represent American objectives in their respective Embassies.

Labor Categories for Contract Line Item Numbers (CLIN’s) 001 - 004:

International (government to government) Negotiation Training Delivery

- Experienced Foreign Affairs negotiator / Former Head of Delegation

- Skilled USG negotiator, with proven success in representing the USG in foreign affairs negotiations.

- Demonstrated understanding of negotiation theory and dynamics

- Demonstrated Leadership and Management Skills

- Demonstrated Team Building Skills

- Demonstrated knowledge of the interagency process gained through in-depth personal experience

- Experience training Foreign Affairs Professionals preferred

- Ability to play central role in simulated multilateral negotiation.

CLINS 001 & 002 (Delivery) skill codes:

Coaching

- One-one one performance coaching

- Classroom facilitation

- Observation and individual feedback to students on negotiation style/strategy/tactics in classroom negotiation role-play

Additional Requirements for CLIN002 (revisions) and CLIN004 (New Simulation Design)

- Existing course revisions / updates (CLIN002 –Updates)

- New course design, delivery and evaluation (CLIN004 - Design)

- Creation of new role play(s) for class use based on a realistic multilateral foreign affairs negotiation(s). (CLIN004 -Design)

- Development of instructional exercises including but not limited to simulations, case studies, and role plays and experiential activities(CLIN004 -Design)

- Design and adapt presentations to incorporate use of educational technology including blended learning techniques, DVC, webinars, and similar technologies. (CLIN004 - Design)

II. Background

The Foreign Service Institute (FSI) provides training and professional development to personnel of the Department of State and other foreign affairs agencies of the U.S. Government. The School of Professional and Area Studies orients new State Department and other USG employees to the foreign affairs environment;

provides high-quality job-related training for Foreign and Civil Service personnel in the Administrative Management, Consular, Economic, Political, and Public Diplomacy areas; improves the professional skills and abilities of Department of State Office Management Specialists and Office Support Personnel; enhances functional and management skills of the Foreign Service National staff; and provides employees of foreign affairs agencies knowledge about foreign countries and regions and an understanding of American interests and policies related to those countries and regions.

With this Blanket Purchase Agreement (BPA), the Foreign Service Institute is actively seeking individual contractors for a variety of regular work schedules or occasional, intermittent activities under the School’s Political Training Division (POL). The primary mission of the POL is to train Foreign Service, Civil Service, Foreign Service National and other U.S. Government Employees to represent United States Government interests both abroad and in Washington. POL conducts Tradecraft courses to train entry-level Foreign Service officers for their initial assignments, and offers courses to mid-level officers in a wide-range of relevant subjects: including advanced skills in international (government to government) negotiation, multilateral diplomacy, arms control and nonproliferation, congressional relations, intelligence and foreign policy, combating terrorism, labor officer skills, and orientation courses for the PRM, INL, and Legislative Affairs bureaus.

Successful contractors may join an existing training or program management staff composed of government employees and other contractors. The work may be conducted in large or small group classrooms, at FSI or other locations, both local and at overseas posts.

III. Purpose

This will be a Blanket Purchase Agreement (BPA) effective for the entire period specified. This solicitation will result in a pool of external trainers, consultants, and coaches contracted via intermittent, part-time, or full-time multiple award agreements. This BPA is not for United States Government Civil Service jobs. Performance of these services will occur only as authorized by specific task orders detailing dates, tasks and schedules. There will be no limit to the number of orders issued under the BPA. The government may issue orders requiring services at multiple locations. There is no specific commitment by either party, until dates, task and schedule are mutually negotiated by individual order.

We intend to issue orders to many individuals to deliver specialized knowledge on topics that will be relevant to employees of the Department of State and of other Foreign Affairs agencies, including but not limited to advanced skills in international, government to government negotiation. No part of the services to be performed under this agreement may be subcontracted, and no obligation or duty arising out of the individual order may be transferred, or assigned, without the prior authorization of the Contracting Officer. Orders will be issued under this BPA based upon the government’s need and according to FSI’s determination of what is most advantageous to the Government. FSI does not guarantee any minimum level of work under any resultant BPA.

Qualifications for all Labor Categories:

All contractors must employ principles of adult learning.

Selection will be based on alignment with professional requirements (item IV), knowledge, prior USG negotiating experience and skill, direct familiarity with multilateral organizations, technical skills, prior experience as an adult trainer, cost and availability for the proposed assignment.

IV. Professional Requirements (requirements are for all CLINS unless otherwise stated):

- CLINs 001 - 004: At least two years of experience at a senior level in a Government, Foreign Affairs (State Department, AID etc) Agency representing the United States in high-level multilateral international negotiations.

- For Clin001 & 002:: Detailed knowledge gained through 1st hand experience – of operations and negotiating practices at the United Nations (particularly the UNSC),

- For CLINs001-004: Detailed knowledge gained through 1st hand experience – of operations and negotiating practices at other large multilateral decision-making bodies.

- For CLINs 001-004: A minimum of two years experience working within large multilateral negotiating bodies (UNGA, UNSC, NATO etc) including substantial prior experience heading USG delegations conducting large-stakes government to government negotiations.

- For CLINs 001-004: In-depth knowledge of the interagency process gained through direct personal experience

- For CLINs 001-004: Knowledge of and demonstrated experience in leadership, management and teambuilding as the head of a delegation.

- For CLINs 001-004: Prior experience conducting negotiation role-play exercises/simulations preferred.

- For CLINs 001-004: Prior experience in an adult-learning classroom environment preferred.

- For CLINs 001-004: Familiarity with literature on negotiation preferred.

- For CLINs 004 (Design): Prior experience crafting simulations preferred.

CLIN001 – Advanced (Multilateral) Negotiation Training Delivery (EST 13 – 15 hours in-class delivery, up to 4 hours of prep, up to 4 hours grading / report writing for a total of up to 23 hours)

General Requirements for CLIN001

The contractor will deliver a module, workshop, lecture, or segment based on a familiarity with course goals and grounded in adult learning theory, taught through a supportive and interactive style to encourage an experiential approach to learning. Take part in a role play of a complex international multilateral negotiation, serving as a role model and helping to guide the simulation.

The contractor will manage and conduct appropriate preparation prior to the start of the offering, such as undertaking careful familiarization with course goals, student expectations, course materials and a lengthy simulation on (for example) negotiations over UNSC expansion, including familiarization with content area, relevant developments in foreign affairs, and simulation dynamics and delivery methodology.

Contractors applying under CLIN001 ) will utilize an existing module including participation in a multi-day simulation based on the UNSC, lecture, and performance ratings and debrief.

Detailed Requirements for CLIN001

The Advanced Negotiations courses are interactive workshops designed to hone negotiating skills. The purpose is to help class participants increase their individual effectiveness in: 1) conducting negotiations in international multilateral and bilateral diplomatic fora; 2) preparing for negotiations in a structured manner; 3) consulting informally before and during negotiations; 4) building an effective team; and 5) drafting consensus negotiating texts 6) understanding and utilizing effective negotiation strategies and tactics in foreign affairs negotiations 7) working effectively in interagency negotiations 8) being an effective head of delegation.

The primary vehicles we will use for practicing these skills are role-play exercises that replicate real USG multilateral and bilateral negotiations. The goal of the role-play(s) is (are) to place class members in a realistic simulation to help them fine-tune their skills to better represent the United States in real international negotiations.

An experienced individual, who has participated at a senior level in the State Department representing the United States in high level international negotiations, is knowledgeable about the operations and negotiating practices of the United Nations or similar multilateral fora is needed to assist the Political Training Division in delivering Advanced Negotiation training. The individual contractor will play an integral role by playing the role of the Chair of the Negotiating Working Group in one or more multi-day simulation(s); by helping to set the scene for negotiations in advance of the negotiation exercise, and by making careful observations of student interactions in order to provide group and one on one feedback sessions and during a debriefing session.

Specifically, the contractor will be expected to familiarize him/herself with a complex simulation exercise (for example, a simulation based on a UNSC scenario); be knowledgeable about the simulation subject area, such as UNSC structure, operations and relevant issues and member arguments over the issue of council expansion.

- Participate in one or more offering(s) of Advanced Negotiations; Deliver topical lectures on aspects of International Negotiations, as assigned by FSI staff; play the role of “Working Group Chair”, or similar role serving, in that capacity as a mentor to the students (while in role); helping them hone their negotiation skills and refine their strategic thinking.

- After completion of the simulation, complete an in-depth preparation for the debriefing and one-on-one feedback sessions.

- Contractor may:

- Be given student questions at the end of the simulation in order to prepare responses to be delivered during the following day Student Question/Answer debriefing session.

- Deliver a debrief focused on responding to student questions from their experience in the simulation (collected at the end of the simulation).

- Deliver a series of individual student feedback sessions, based on student performance during the role play.

- Deliver a presentation on a topic such as “Negotiating Strategies in the Multilateral Environment” (or other topic identified by the course coordinator.

- Observe selected video playbacks from the simulation and provide a critique of presentation strategies and styles.

The contractor’s administrative duties include:

- Fully understanding module, workshop, lecture, or segment objectives and the needs of course participants in order to deliver a relevant module, workshop, lecture, or segment outline that comprises applied hands-on training and a detailed discussion of topics, methodology, talking points, and expense estimates;

- Preparing and providing customized materials and presentations to the course coordinator in advance, as well as to the course participants, as required;

- Communicating regularly with course coordinator to assess progress and participating in a post-seminar debriefing discussion to evaluate the success of the module, workshop, lecture, or segment and make recommendations for improvement.

The contractor’s instructional duties include the following types of activities:

• Facilitating modules, workshops, lectures, or segments that challenge students to actively participate in understanding international negotiation skills;

• Moderating activities that grant students the opportunity to apply knowledge and practice skills related to negotiating;

• Coaching and counseling students, providing detailed, constructive feedback, and being available for individual consultations with students concerning their participation upon request.

Detailed Requirements for CLIN002 updates) (NTE 7 hours)

Note: Contractors wishing to apply for CLIN002 must also apply under CLIN001

- Contractors who apply under this CLIN may also be asked to update existing materials for this segment in order to meet identified course goals render materials consistent with the skills and background of the target population.

CLIN 003 – Advanced (Multilateral) Negotiation Training DELIVERY (total estimated delivery time for pre-simulation exercises (if proposed), simulation and post simulation debriefing exercises = NTE 15 hours)

CLIN004 – Advanced (Multilateral) Negotiation Training DESIGN (to be bid as a bulk rate)

General Requirements for CLIN003 (new simulation delivery) and 004 (new simulation design):

The contractor will develop and deliver a module, workshop, lecture, or segment based on a familiarity with course goals and grounded in adult learning theory, taught through a supportive and interactive style to encourage an experiential approach to learning. Take part in a role play of a complex international multilateral negotiation, serving as a role model and helping to guide the simulation.

The contractor will manage and conduct appropriate preparation prior to the start of the offering, such as undertaking careful familiarization with course goals, student expectations, course materials and a lengthy simulation on (for example) negotiations over UNSC expansion, including familiarization with content area, relevant developments in foreign affairs, and simulation dynamics and delivery methodology.

Contractors applying under CLIN003 must apply for CLIN 004 as well

Under CLIN004 (new simulation design): The contractor will create a role-play simulation of a USG multilateral negotiation over some real scenario in international affairs that gives participants the opportunity to practice real-world multilateral negotiating skills and which enhances their ability to negotiate as part of USG international delegations. The simulation must be suitable for a target population of mid to senior level members of the USG diplomatic corps and based on in-depth personal experience conducting USG international negotiations in a major multilateral setting.

The contractor will work closely with the course chair to insure that the module is in line with the broader course goals and objectives.

The contractor will monitor module, workshop, lecture, or segment progress and revise training as necessary and required by the course chair.

Under CLIN003 (new simulation delivery): The contractor will aid in the delivery of the simulation by serving in a major role (such as Chair of the plenary session), making welcoming remarks, guiding the simulation using accumulated skill gained from real-world experience in similar roles in USG diplomatic fora. The contractor will also be expected to make careful observations of student interactions in class or on video and prepare individual feedback grounded in negotiation theory and diplomatic experience. The contractor will also take part in a debriefing exercise either alone or as part of a larger panel under the direction of the course chair. The contract may also be asked to deliver a short presentation on a topic assigned by the chair, related to multilateral negotiations.

Detailed requirements for CLIN003 (new simulation delivery) and CLIN 004 (new simulation design)

In addition to the duties outlined above, the contractor‘s duties applying under CLIN’s 003 and 004 include:

- Fully understanding module, workshop, lecture, or segment objectives and the needs of course participants in order to develop (in the case of CLIN004) and deliver (in the case of CLIN 003) a relevant module, workshop, lecture, or segment that comprises applied hands-on training and a detailed discussion of topics, methodology, talking points, and expense estimates.

For CLIN 004 (new simulation design) –

- Proposal must include one multi-day negotiation simulations or a series of shorter simulation based on realistic USG international negotiations of sufficient complexity for the intended audience.

(Total estimated delivery time for pre-simulation exercises (if proposed), simulation and post simulation debriefing exercises = NTE 15 hours).

- Contractor is expected to manage and conduct appropriate preparation prior to the start of the offering, such as undertaking careful familiarization with course goals, key themes and student expectations.

- Contractor is expected to prepare and provide customized materials and presentations to the course coordinator in advance, as well as to the course participants, as required.

Other

Offerors may submit writing samples, letters of recommendation, transcripts, evaluations, or other items that provide relevant evidence of qualifications; and competitive bidders may be asked to conduct a 30-40 minute sample teaching presentation at the National Foreign Affairs Training Center as part of the evaluation process.

Offerors also applying for CLIN004 (new simulation design) segment are encouraged to submit proposals or outlines of their proposed simulation.

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 of contract performance.

The contractor is responsible for preparing sufficient copies of all materials for this module, workshop, lecture, or segment that will be distributed to each student and the course coordinators without using U.S. Government equipment and without using U.S. Government supplies.

All modules and materials produced under this contract are the property of FSI.

Should it be necessary to cancel or postpone one or more of the modules, workshops, lectures, or segments, the contractor will be given five calendar days notice prior to the scheduled start of that module, workshop, lecture, or segment and the contractor will be paid only for actual documented costs incurred in preparation for the module, workshop, lecture, or segment.

In the case of course postponement or cancellation, the contractor will be reimbursed only actual documented costs that cannot be deferred until the session is rescheduled.

In the event of U.S. Government closure or other need, FSI will be allowed to reschedule the module, workshop, lecture, or segment for the same number of participants at no additional cost or penalty

Partial payment will be made upon satisfactory completion of each module, workshop, lecture, or segment and upon receipt of a proper invoice submitted to the Budget and Management Office of the Foreign Service Institute;

By mutual agreement, depending on the availability of funds, the contractor could be contacted to provide additional presentations of the module, workshop, lecture, or segment, throughout the period of the contract.

When classes go above the normal class size contractor may be required to accommodate the increase in variety of ways such as repetition of classroom presentations and additional hours for grading student assignments.

V. Government Provided Property The US Government will provide the following equipment and supplies:

FSI will provide the course facility and support equipment as required for the contractor's presentation. Such support equipment may include a slide or overhead projector, screen, whiteboard or projection of personal computer monitor images. The contractor will contact the contracting officer’s representative (COR) at least five calendar days in advance of the session date to identify the needs for support equipment.

Routine classroom supplies including whiteboards, flipcharts, markers and eraser will also be provided.

The US Government will not provide the following:

Travel reimbursement except where specifically required and separately defined;

Social security, a retirement plan, health or life insurance benefits;

Compensation for the loss of any personal property belonging to the contractor.

Responsibility for the loss of any personal property belonging to the contractor that he/she may have brought to the workplace.

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 1, 2011 - September 30, 2012

Option Year 1: October 1, 2012 - September 30, 2013

Option Year 2: October 1, 2013 - September 30, 2014

Option Year 3: October 1, 2014 - Septembert 30, 2015

Option Year 4: October 1, 2015 - September 30, 2016

F.2 PLACE OF PERFORMANCE

Services under this contract will be performed primarily, but not exclusively, at the Government's facility located at The George P. Shultz National Foreign Affairs Training Center (FSI) at 4000 Arlington Boulevard Arlington, VA.

F.3 NORMAL HOURS OF OPERATION

The normal hours of operation at FSI are Monday through Friday from 8:15 am to 5:00 pm.

F.4 SESSIONS

Additional sessions may be scheduled on an as needed basis. For subsequent years, dates will be announced prior to the start of the fiscal year.

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 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

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

Clause Title Date 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…