SFSIAQ13Q0020_-_SPAS-CSD.pdf

SOLICITATION/CONTRACT/ORDER FOR

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

1. REQUISITION NUMBER

103102334006

5. SOLICITATION NUMBER

SFSIAQ13Q0020

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

DATE

05/31/2013

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

06/28/2013 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

WOMEN-OWNED SMALL BUSINESS (WOSB)

ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

8(A)

NAICS: 611430

SIZE STANDARD:

$7M

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

X RFQ IFB 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__4__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

05/31/2013

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

SFSIAQ13Q0020

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. 2/2012) BACK

Table of Contents

Section Description Page Number

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

C Descriptions/Specifications/Statement of Work C.1 Statement of Work (Facilitators) C.2 Statement of Work (Logistics/Techincal Assistance)

E Inspection and Acceptance E Inspection and Acceptance

F Deliveries or Performance F.1 Delivery and Performance

G Contract Administration Data G Contract Administration Data

H Special Contract Requirements H Requirements

652.204-70 DEPARTMENT OF STATE PERSONAL IDENTIFICATION CARD ISSUANCE

PROCEDURES (MAY 2011)

I Contract Clauses 52.212-4 Contract Terms and Conditions--Commercial Items (Feb 2012) 52.204-99D System for Award Management Registration (August 2012) (DEVIATION) 52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders--Commercial Items (Feb 2012) 52.217-9 Option to Extend the Term of the Contract (Mar 2000) 52.252-2 Clauses Incorporated by Reference (Feb 1998)

K Representations, Certifications, and Other Statements of Offerors or Respondents 52.212-3 Offer Representations and Certifications--Commercial Items (Feb 2012)

L Instructions, Conditions, and Notices to Offerors and Respondents 52.212-1 Instructions to Offerors--Commercial Items (Feb 2012) L.1 Instructions 52.216-1 Type of Contract (Apr 1984) 52.233-2 Service of Protest (Sept 2006) 52.252-1 Solicitation Provisions Incorporated by Reference (Feb 1998)

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

1 Facilitators

Base Year

0.00 DY

Doc Ref No: 103102334006 Delivery Date (Start to End) Date FOB:

08/01/2013 to 07/31/2014 Destination

2 Facilitators

Option Year 1

0.00 DY

Doc Ref No: 103102334006 Delivery Date (Start to End) Date FOB:

08/01/2014 to 07/31/2015 Destination

3 Facilitators

Option Year 2

0.00 DY

Doc Ref No: 103102334006 Delivery Date (Start to End) Date FOB:

08/01/2015 to 07/31/2016 Destination

4 Facilitators

Option Year 3

0.00 DY

Doc Ref No: 103102334006 Delivery Date (Start to End) Date FOB:

08/01/2016 to 07/31/2017 Destination

5 Facilitators

Option Year 4

0.00 DY

Doc Ref No: 103102334006 Delivery Date (Start to End) Date FOB:

08/01/2017 to 07/31/2018 Destination

6 Logistics

Base Year

0.00 DY

Doc Ref No: 103102334006 Delivery Date (Start to End) Date FOB:

08/01/2013 to 07/31/2014 Destination

7 Logistics

Option Year 1

0.00 DY

Doc Ref No: 103102334006 Delivery Date (Start to End) Date FOB:

08/01/2014 to 07/31/2015 Destination

8 Logistics

Option Year 2

0.00 DY

Doc Ref No: 103102334006 Delivery Date (Start to End) Date FOB:

08/01/2015 to 07/31/2016 Destination

9 Logistics

Option Year 3

0.00 DY

Doc Ref No: 103102334006

SFSIAQ13Q0020

Line Item Summary

Solicitation Number:

SFSIAQ13Q0020

Contract Number: Title: SPAS/CSD - Facilitators, Logistics

Date of Solicitation:

05/31/2013

Line Item No. Description Quantity Unit Unit Price Total Cost

Delivery Date (Start to End) Date FOB:

08/01/2016 to 07/31/2017 Destination

10 Logistics

Option Year 4

0.00 DY

Doc Ref No: 103102334006 Delivery Date (Start to End) Date FOB:

08/01/2017 to 07/31/2018 Destination

B.1 Supplies or Services and Prices

Section B – Supplies or Services, and Prices/Costs

B. 1. The Foreign Service Institute, Department of State, anticipates the award of a

Blanket Purchase Agreement (BPA), which establishes the terms and conditions applicable to future purchases and orders.

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

B.3 Contractor shall provide a fully loaded DAILY RATE as outlined.

B.4 Contractor may submit a quote for either CLIN 001 Facilitators OR CLIN 002 Logistics/Technical OR BOTH CLINS. Please specify the CLIN(S) you are submitting a quote for.

CLIN 001 Facilitators for Offsite (On or about)

Base Year: $__________ per day August 1, 2013 – July 31, 2014

Option Year 1: $__________ per day August 1, 2014 – July 31, 2015

Option Year 2: $__________ per day August 1, 2015 – July 31, 2016

Option Year 3: $__________ per day August 1, 2016 – July 31, 2017

Option Year 4: $__________ per day August 1, 2017 – July 31, 2018

CLIN 002 Logistics/Technical Assistance (On or about) Base Year: $__________ per day August 1, 2013 – July 31, 2014

Option Year 1: $__________ per day August 1, 2014 – July 31, 2015

Option Year 2: $__________ per day August 1, 2015 – July 31, 2016

Option Year 3: $__________ per day August 1, 2016 – July 31, 2017

Option Year 4: $__________ per day August 1, 2017 – July 31, 2018

The offeror shall, in the spaces provided below, fill in the names of all persons authorized to communicate with the Government in connection with this request for quotes. (List the names, titles, telephone numbers and electronic mail address).

SFSIAQ13Q0020

Line Item Summary

Solicitation Number:

SFSIAQ13Q0020

Contract Number: Title: SPAS/CSD - Facilitators, Logistics

Date of Solicitation:

05/31/2013

Line Item No. Description Quantity Unit Unit Price Total Cost

Section C - Descriptions/Specifications/Statement of Work

C.1 Statement of Work (Facilitators)

DEPARTMENT OF STATE

FOREIGN SERVICE INSTITUTE

SCHOOL OF PROFESSIONAL AND AREA STUDIES

Curriculum and Staff Development DIVISION

TASK PLAN - Facilitator for Offsite Program

Professional experiential education facilitation services are requested by the U.S. Government to assist with small group development throughout the teambuilding and leadership themed programs for Foreign Service Officers and Foreign Service Specialists. These programs are delivered as part of new employee orientation to the State Department and the Foreign Service, and are either a one- or two-day event for students, depending on the audience. The team building and leadership programs are held "offsite" and away from the classroom, at a facility outside of Washington, D.C. area. An essential aspect of the program is the division of class members into small groups, each working with a facilitator. The U.S.

Government seeks qualified individuals who can perform this small group facilitation.

Background on the Program

The Curriculum and Staff Development Division (CSD) of the Foreign Service Institute (FSI) has developed two teambuilding and leadership programs to be delivered offsite as part of new employee orientation for Foreign Service Officer Generalists (FSOs) and Foreign Service Specialists (Specialists). These programs, referred to as the "offsite," are experiential learning-based, learning-activity driven and designed to challenge participants to think about personal reactions to situations in a team environment and to observe others' reactions in the same. Debrief conversations support learning objectives by utilizing the experiential learning model to analyze the activity and its relevance to real-world situations.

One offsite purpose is to get class members moving and provide an antidote to sitting in the classroom for weeks. Learning activities have an element of physical challenge, but solutions are not dependent on physical ability of the team members. Learning activities are primarily cognitive in nature and will focus on themes such as: leadership, team work, communication, competition v. collaboration, planning, problem solving, and roles and responsibilities (on an individual and team level). Locations are chosen to provide both sufficient outdoor space for activities and indoor space, for debriefing discussions or in case of inclement weather.

Class size will vary, but students will be divided into small work-groups of between 12 and 16. Each small group will work with one facilitator and move through the challenges designed to bring about discussion on the activity's theme. The government seeks qualified facilitators to work with a small group, to run the activity and facilitate the discussion afterwards. To the extent that staffing allows, a course coordinator from the Orientation Division at FSI will observe the groups during activities and debrief discussion. The purpose of the coordinator's presence is to provide State Department and Foreign Service context, rather than to evaluate specific student behavior. Coordinators may develop feedback for the facilitator. The specific duties of the facilitator are discussed below.

One-Day* Program Overview for Foreign Service Specialists (exact times subject to change)

Program structure subject to change, information will be provided in advance of session

7:00 - 8:00 a.m. Facilitator's Arrive (time determined/agreed in advance)

Advance set-up and meeting to discuss the day

9:00 a.m. Class Arrives (large group ice breaker and opening session)

10:00 - 12:00 p.m. Small Group Work

Small group introduction

Activity 1 and Debrief

Activity 2 and Debrief

12:00 p.m. Lunch

12:45 p.m. Energizer

1:00 - 3:20 p.m. Small group work

Activity 3 and Debrief

Capstone Activity and Debrief

3:20 - 3:30 p.m. Large Group take-away activity

3:30 p.m. Conclude

3:45 p.m. Class Departs

Facilitators participate in activity break-down and site cleanup before departing location.

*Note: Class size will sometimes require that the offsite be delivered on consecutive days, with half the class on each day; schedule will reflect 2 days, with the understanding that only 1 may be needed.

Two-Day* Program Overview for Foreign Service Generalist (exact times subject to change)

*For facilitators it is a 2 ? day program

Program structure subject to change, information will be provided in advance of session

Day 1:

Facilitators arrive in afternoon for set-up and prep (time determined/agreed in advance)

5:00 p.m. Meeting to discuss program details

7:00 p.m. Facilitator's Dinner

Day 2:

Facilitators will generally eat meals together and use the time to discuss program issues/concerns

Breakfast

10:00 Class Arrives (approximate)

10:30 a.m. Large Class Start (icebreaker and opening session)

11:15 - 12:30 Small Group Work

Activity 1 and Debrief

12:30 - 1:30 LUNCH

1:30- 5:15 p.m. Small Group Work

Activity 2 and Debrief

Activity 3 and Debrief

Activity 4 and Debrief

5:15 Conclude

6:00 p.m. Dinner

Day 3:

Breakfast

8:30 - 11:30 a.m. Small group work

Activity 6 and Debrief

Capstone Activity Part 1 and Debrief

11:30 - 12:30 Lunch

12:30 - 2:00 p.m. Large Group Work

Capstone Activity Part 2

2:00 p.m. Small and Large Group

Debrief

Small group takeaway exercise

2:30 p.m. Conclude

2:45 p.m. Class Departs

Facilitators participate in activity break-down and site cleanup before departing location.

Background on the Audience

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. The leadership and teambuilding program helps participants assess skills and develop strategies to work most effectively within diverse groups, both as leaders and team members.

Foreign Service Officer Generalists' (FSOs) Orientation is a six-week program, with the offsite normally during the third week. The course is devoted to helping new FSOs better understand the overall organization in which they work, the terms of their employment, and the competencies needed for success in the organization. New FSOs join the service in one of five career tracks, and will spend much of their career immersed in that type of work. Shortly after completing training, class members will be assigned to U.S. embassies and consulates around the world. While the class members will never work as an in-tact work team overseas, all will work in highly team-focused environments during their Foreign Service careers.

The FSO Orientation course objectives are:

Upon completion of this offsite, participants will be able to:

- Apply the principles of the MBTI personality types to situations involving communication and/or inter-personal challenges;

- Utilize provided models for team development and group leadership to analyze team experiences in an effort to become a more high-performing team.

- Recognize personal reactions to situations involving rapidly forming teams, frequently changing situations, and possibly ambiguous instructions;

- Identify the effects of time pressures on team dynamics;

- Recognize the value of challenging assumptions in group or individual situations that are emergent, rapidly changing, and/or the outcome may not be clear;

- Demonstrate the Foreign Service "One Team" concept as applied to the U.S. mission overseas.

For more information on the five FSO career tracks, please visit this website:

http://careers.state.gov/officer/career-tracks#.UXan8BeK1vE

Foreign Service Specialist (Specialists) Orientation is a three-week program, with the offsite normally during the second week. Like the FSO Orientation, this program is devoted to helping new Specialists better understand the overall organization in which they work, the terms of their employment and the competencies needed for success in the organization. New Specialists join the service in one of twenty-two specialties that fall into a number of categories. Specialists will spend their entire career within their chosen career track, and like FSOs, will leave training to take assignments overseas in U.S. embassies or consulates, working in highly team-focused environments.

The Specialist Orientation course objectives are:

Upon completion of this offsite, participants will be able to:

- Apply the principles of the MBTI personality types to situations involving communication and/or inter-personal challenges;

- Recognize personal reactions to situations involving rapidly forming teams, frequently changing situations and possibly ambiguous instructions;

- Identify the effects of time pressures on team dynamics;

- Recognize the value of challenging assumptions in group or individual situations that are emergent, rapidly changing, and/or the outcome may not be clear;

- Demonstrate the Foreign Service "One Team" concept as applied to the U.S. mission overseas.

For more information on the twenty-two career specialties, please visit this website:

http://careers.state.gov/specialist/career-tracks#.UXao5heK1vE

Duties

The contractor shall:

- Provide professional small-group facilitation for one group throughout the entire one- or two-day program, in order to observe group cohesion and growth during that time;

- Facilitate each of the activities for a small-group according to the program instructions and the provided program schedule (both will be furnished by offsite coordinator in advance of the program start);

- Facilitate discussions for a small-group after each activity that use the Experiential Learning Cycle to relate the activities to real-world interpersonal and work situations;

- Closely monitor the progress and performance of all small group participants to provide a safe learning environment;

- Opportunities will exist to facilitate one or more of the large group sessions/discussions, for example the introductory activity or the closing activity, this will be agreed upon by all facilitators in advance of the program;

- Take part in offsite set-up and break-down; as well as activity set-up and break-down when appropriate;

- Take part in facilitator meetings before, during and after offsite, to contribute to the preparation, delivery and evaluation process for this program. Conference calls may be set up for this purpose, and times will be mutually agreed upon. Meetings/calls will be used to accomplish the following:

o Review training program materials, all activities and program logistics;

o Discuss strategies for the debriefing conversations;

o Assign responsibility for facilitation of large group sessions;

o Assign training rooms and outdoor space at the offsite location;

o Review any concerns or unusual circumstances;

o Facilitate an in-progress program review and address any issues as needed;

- Utilize various leadership and teambuilding theories and tools as appropriate to direct and debrief exercises and how group members can apply what they have learned to the workplace in order to better model the Foreign Service Core Precepts (precept information attached). The tools that the State Department uses most frequently include, but are not limited to:

o Myers-Briggs Type Indicator (MBTI);

o John Adair's Three-Circle leadership model;

o Tuckman's stages of team development;

- Report any issues to FSI staff throughout the program and assist in the resolution if necessary;

- Accept monitoring and feedback about facilitation and debriefing conversations from offsite coordinator from the Curriculum and Staff Development Staff Division and/or course coordinators for the Orientation Division; feedback may require program revision (to be handled by CSD) or facilitation revision (to be done by individual facilitators).

In addition:

1. Facilitators 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.

2. Facilitators must have verifiable experience in facilitating outdoor experiential learning activities with a physical element; this includes experience handling safety procedures, and the possibility of group failure;

3. All facilitators must be sufficiently familiar with the federal government and the work of the State Department to be able to put the concepts presented into a proper context; past performance in training for the U.S. Government is highly desirable; (offsite coordinator will provide additional information to help provider understand the audience and course coordinators will provide relevant Foreign Service context when possible at the offsite.)

4. 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;

Period of Performance

Period of performance of this contract shall be a base year on or about August 1, 2013 to July 31, 2014 plus 4 option years. The final number of training sessions will be determined by the number of classes held for each program per fiscal year. Contractors will not be used for every class, but at times, class size and Foreign Service Institute staffing will require the use of one, or possibly more, contractors per offsite. Below dates represent the currently planned class schedule for FY14. Specific offsite dates will be finalized with the offsite coordinator in advance. There are approximately 15 courses annually.

All dates are subject to change and 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 Offeror

- Proposal should be inclusive of preparation time, both individual time and group preparation (calls/in-person meetings), which will decrease with the frequency of delivery. Offsite Coordinator is primary government contact and will be available for question by e-mail or phone. Government preparation plan as follows:

o FSI/Offsite Coordinator will deliver design documents to contract facilitator no later than 2 weeks in advance of program;

o Offsite Coordinator will schedule a meeting/conference call to answer questions;

o Offsite Coordinator will schedule a program/activity run through in advance of the program (if needed);

? For one-day program, this is the only scheduled run-through

? For two-day program, the first half a day is for program set-up and run-through and will be included in proposal bid, additional time may be arranged with Offsite Coordinator if needed.

- Proposal should be inclusive of travel time and cost, with the following consideration:

o Two and a half-day program: meals provided (day 1: dinner; day 2: B-L-D; day 3: B-L) o Two and a half-day program: hotel room will be paid directly by government as part of the facility contract, and not to the facilitator; incidental expenses in hotel will be paid by offeror, and will not be reimbursed.

o One-day program: lunch is provided

- Offsite location is variable, and can range from a 30 minute drive to 2 hour drive from Arlington, VA.

This is also subject to change in future.

o One day offsite is closer to Washington, DC o Two-day offsite is farther away

- Facilitators certified in Meyers-Briggs Type Indicator (MBTI) preferable, not required.

- Evaluation Committee may schedule interviews to speak about proposals.

Government Provided Property

The U.S. Government will provide the following material and supplies:

• The program will be conducted at an offsite location selected by FSI. Transportation for all FSI staff and students will be provided by FSI, facilitator is responsible for personal transportation (non reimbursable) or may drive with offsite coordinator and other staff from FSI;

• The government will provide up to two night's lodging for the facilitator at the overnight offsite location; meals for both the overnight program and the one day program are provided by government;

• Activity equipment will be provided by the government; this includes any specialized equipment to run an activity; ropes, buckets, throwable items; puzzles; tarps; bungee cords; pvc piping; other materials (not an exhaustive list); facilitator is not expected to bring items required for any of the activities;

• Routine classroom supplies including whiteboards, flipcharts, markers and erasers will also be provided for breakout rooms;

Quote will include:

Resume highlighting outdoor experiential learning experience.

Applicability to U.S. government program

Years of Experience

Three references with knowledge of offerors' experience facilitating leadership and teambuilding activities and/or facilitating outdoor, experiential learning activities in a government or business setting.

A brief description of five experiential learning activities that you have regularly executed and debriefed.

A brief narrative (no more than one page) describing how you would facilitate a discussion after the Cycletime Puzzle* activity and scenario (Attached in FedBizOpps).

Narrative Statement:

1. Facilitation points

2. Handling of the scenario particulars

* Source: Materials and activity rights purchased from Project Adventure, Inc., Beverly, MA.

C.2 Statement of Work (Logistics/Techincal Assistance)

DEPARTMENT OF STATE

FOREIGN SERVICE INSTITUTE

SCHOOL OF PROFESSIONAL AND AREA STUDIES

Curriculum and Staff Development DIVISION

TASK PLAN - Training and Technical Coordinator for Offsite Program

Training and Technical Coordination assistance is requested by the U.S. Government to assist with the outdoor teambuilding and leadership programs for Foreign Service Officers and Foreign Service Specialists. These programs are delivered as part of new employee orientation to the State Department and the Foreign Service, and are either a one- or two-day event for students, depending on the audience. The team building and leadership programs are held "offsite" and away from the classroom, at a facility outside of Washington, D.C. area. The programs require transportation of equipment and materials and, once at the location, set up and break down. The U.S. Government seeks qualified individuals who can help us perform these functions.

Background on the Program

The Curriculum and Staff Development Division (CSD) of the Foreign Service Institute (FSI) has developed two teambuilding and leadership programs to be delivered offsite as part of new employee orientation for Foreign Service Officer Generalists (FSOs) and Foreign Service Specialists (Specialists). These programs, referred to as the "offsite," are experiential learning-based, learning-activity driven and designed to challenge participants to think about personal reactions to situations in a team environment and to observe others' reactions in the same.

One offsite purpose is to get class members moving and provide an antidote to sitting in the classroom for weeks. Learning activities have an element of physical challenge, but solutions are not dependent on physical ability of the team members. Learning activities are primarily cognitive in nature and will focus on themes such as: leadership, team work, communication, competition v. collaboration, planning, problem solving, and roles and responsibilities (on an individual and team level). Locations are chosen to provide both sufficient outdoor space for activities and indoor space, for debriefing discussions or in case of inclement weather.

Class size will vary, but students will be divided into small work-groups, each group working through the challenges as a unit. The government seeks qualified technical and training coordinators to assist with transportation of materials, activity set-up, technical assistance during the activities and activity break-down, pack-up and return. The specific duties of the training and technical assistant are discussed below.

One-Day* Program Overview for Foreign Service Specialists (all times subject to change)

Program structure subject to change, information will be provided in advance of session

7:00 a.m. Depart Arlington, VA (time determined/agreed in advance)

7:00 - 8:00 a.m. Program Set-up

Advance set-up and meeting to discuss the day

9:00 a.m. Class Arrives (large group ice breaker and opening session)

10:00 - 12:00 p.m. Small Group Work

Small group introduction

Activity 1 and Debrief

Activity 2 and Debrief

12:00 p.m. Lunch

12:45 p.m. Energizer

1:00 - 3:20 p.m. Small group work

Activity 3 and Debrief

Capstone Activity and Debrief

3:20 - 3:30 p.m. Large Group take-away activity

3:30 p.m. Conclude

3:45 p.m. Class Departs

Activity break-down and site cleanup before departing location.

5:00 p.m. Unload/Store equipment

*Note: Class size will sometimes require that the offsite be delivered on consecutive days, with half the class on each day; schedule will reflect 2 days, with the understanding that only 1 may be needed (to be communicated well in advance).

Two-Day* Program Overview for Foreign Service Generalist (exact times subject to change)

*For staff this is a 2 ? day program

Program structure subject to change, information will be provided in advance of session

Day 1:

Staff loads equipment (time determined/agreed in advance)

Staff arrives in afternoon for set-up and prep

5:00 p.m. Meeting to discuss program details

7:00 p.m. Staff Dinner

Day 2:

Staff will generally eat meals together and use the time to discuss program issues/concerns

Breakfast

10:00 Class Arrives (approximate)

10:30 a.m. Large Class Start (icebreaker and opening session)

11:15 - 12:30 Small Group Work

Activity 1 and Debrief

12:30 - 1:30 LUNCH

1:30- 5:15 p.m. Small Group Work

Activity 2 and Debrief

Activity 3 and Debrief

Activity 4 and Debrief

5:15 Conclude

6:00 p.m. Dinner

Staff set-up and prep for the next day

Day 3:

Breakfast

8:30 - 11:30 a.m. Small group work

Activity 6 and Debrief

Capstone Activity Part 1 and Debrief

11:30 - 12:30 Lunch

12:30 - 2:00 p.m. Large Group Work

Capstone Activity Part 2

2:00 p.m. Small and Large Group

Debrief

Small group takeaway exercise

2:30 p.m. Conclude

2:45 p.m. Class Departs

Activity break-down and site cleanup before departing location.

5:00 p.m. (approximate) Unload/Store equipment

Background on the Audience

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. The leadership and teambuilding program helps participants assess skills and develop strategies to work most effectively within diverse groups, both as leaders and team members.

Foreign Service Officer Generalists' (FSOs) Orientation is a six-week program, with the offsite normally during the third week. The course is devoted to helping new FSOs better understand the overall organization in which they work, the terms of their employment, and the competencies needed for success in the organization. New FSOs join the service in one of five career tracks, and will spend much of their career immersed in that type of work. Shortly after completing training, class members will be assigned to U.S. embassies and consulates around the world. While the class members will never work as an in-tact work team overseas, all will work in highly team-focused environments during their Foreign Service careers.

For more information on the five FSO career tracks, please visit this website:

http://careers.state.gov/officer/career-tracks#.UXan8BeK1vE

Foreign Service Specialist (Specialists) Orientation is a three-week program, with the offsite normally during the second week. Like the FSO Orientation, this program is devoted to helping new Specialists better understand the overall organization in which they work, the terms of their employment and the competencies needed for success in the organization. New Specialists join the service in one of twenty-two specialties that fall into a number of categories. Specialists will spend their entire career within their chosen career track, and like FSOs, will leave training to take assignments overseas in U.S. embassies or consulates, working in highly team-focused environments.

For more information on the twenty-two career specialties, please visit this website:

http://careers.state.gov/specialist/career-tracks#.UXao5heK1vE

Duties

The contractor shall:

-- Provide training and technical coordination services for the entire one- or two-day program, in order to assist facilitators and program coordinators with all technical and logistic support for the offsite activities.

Expected duties include:

- Loading equipment into government vehicle for transport to offsite location;

- Unloading the vehicle at offsite location;

- Moving materials around the offsite location, setting up break-out rooms, placing equipment at outdoor locations and in general being responsible for getting and keeping the equipment where it needs to be;

- Activity set-up and break-down: each activity has set equipment and a proper set-up of that equipment in order to run the activity; (program coordinator will provide that information to you)

- Be available and easily contactable throughout the offsite to attend to any issues that may come up;

- Pass messages if needed between facilitators and groups during offsite;

- Liaise with the facility staff where needed;

- Break down and pack up of all offsite materials, ensuring nothing is left behind and in general leaving the offsite facility as we found it;

- Unload the government vehicle and assist course coordinator with moving materials back into storage;

-- Become familiar with the offsite activities and program to assist new facilitators with questions about the equipment and activities (offsite coordinator will provide all program details);

-- Take part in offsite set-up and break-down; as well as activity set-up and break-down;

-- Take part in facilitator meetings before, during and after offsite, to contribute to the preparation, delivery and set-up process for this program. Conference calls may be arranged for this purpose, and times will be mutually agreed upon. Meetings/calls will be used to accomplish the following:

o Review training program materials, all activities and program logistics;

o Assign training rooms and outdoor space at the offsite location;

o Review any concerns or unusual circumstances;

o Facilitate an in-progress program review and address any issues as needed;

-- Report any issues to program coordinators and/or other FSI staff throughout the program and assist in the resolution if necessary;

-- Accept monitoring and feedback about performance and logistics from offsite coordinator from the Curriculum and Staff Development Staff Division and/or course coordinators from the Orientation Division;

feedback may require program adjustments.

In addition:

1. Training and Technical Coordinator must have a valid drivers license;

2. Training and Technical Coordinator must have verifiable track-record of work experience and reliability;

3. Training and Technical Coordinator experienced in working with outdoor experiential learning activities with a physical element is desirable; this includes experience handling safety procedures;

4. 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;

Period of Performance

Period of performance of this contract shall be a base year on or about September 1, 2013 to August 31, 2014 plus 4 option years. The final number of training sessions will be determined by the number of classes held for each program per fiscal year. Contractors will not be used for every class. Below dates represent the currently planned class schedule for FY14. Specific offsite dates will be finalized with the offsite coordinator in advance.

All dates are subject to change and 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 Offeror

-- Proposal should be inclusive of preparation time, both individual time and group preparation (calls/in-person meetings), which will decrease with the frequency of delivery. Offsite Coordinator is primary government contact and will be available for question by e-mail or phone. Government preparation plan as follows:

o FSI/Offsite Coordinator will deliver program documents to training and technical coordinator no later than 2 weeks in advance of program;

o Offsite Coordinator will schedule a meeting/conference call to answer questions;

o Offsite Coordinator will schedule a program/activity run through in advance of the program (if needed);

? For one-day program, this is the only scheduled run-through.

? For two-day program, the first half a day is for program set-up and run-through, additional time may be arranged with Offsite Coordinator if needed.

-- Proposal should be inclusive of travel time and cost, with the following consideration:

o Two and a half-day program: meals provided (day 1: dinner; day 2: B-L-D; day 3: B-L) o Two and a half-day program: hotel room will be paid directly by government as part of the facility contract, and not to the facilitator; incidental expenses in hotel will be paid by offeror, and will not be reimbursed.

o One-day program: lunch is provided.

-- Offsite location is variable, and can range from a 30 minute drive to 2 hour drive from Arlington, VA.

This is also subject to change in future.

o One day offsite is closer to Washington, DC o Two-day offsite is farther away

-- Training and Technical assistants with first-aid training is preferable, but not required

-- A valid driver's license is required. Training and Technical Assistant will NOT be driving government vehicle.

-- Offsite materials range from pvc piping, to ropes, bins, bags and large wooden puzzles - individually equipment is not heavy, but with all the equipment needed for the program, heavy lifting may be required.

-- Evaluation Committee may schedule interviews to speak about proposals.

Government Provided Property

The U.S. Government will provide the following material and supplies:

• The program will be conducted at an offsite location selected by FSI. Transportation for all FSI staff and students will be provided by FSI, training and technical coordinator may ride in the government vehicle with course coordinators or drive themselves to the offsite location (non reimbursable);

• The government will provide up to two night's lodging for the training and technical assistant at the overnight offsite location; meals for both the overnight program and the one day program are provided by government;

• Activity equipment will be provided by the government; this includes any specialized equipment to run an activity; ropes, buckets, throwable items; puzzles; tarps; bungee cords; pvc piping; and platforms.

Quote will include:

Resume highlighting experience in any of the following areas: outdoor experiential learning, training and technical coordination, program coordination, or program logistics.

Three references with knowledge of offerors' experience and reliability.

Section E - Inspection and Acceptance

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), a Contracting Officer's Representative (COR) or an Alternate COR when specified.

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. 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.

C. 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.

E.3 All work performed under this task order shall be of the highest quality standards, consistent with the best industry practices, to assure timely provision of servies, optimum Department of State satisfaction, and adequate protection of Government assests.

Section F - Deliveries or Performance

F.1 Delivery and Performance

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

This Blanket Purchase Agreement is for one base year with four one-year options. Actual BPA Calls for services may be issued any time from date of award, provided the option year is exercised. Specific dates, and number of hours will be coordinated between the contractor and the Contracting Officer's Representative and specified in each BPA Call.

On or About:

Base Year: August 1, 2013 - July 31, 2014

Option Year 1: August 1, 2014 - July 31, 2015

Option Year 2: August 1, 2015 - July 31, 2016

Option Year 3: August 1, 2016 - July 31, 2017

Option Year 4: August 1, 2017 - July 31, 2018

F.2 PLACE OF PERFORMANCE

Services under this contract may be performed partially at the Government's facility located at The George P. Shultz National Foreign Affairs Training Center (FSI) at 4000 Arlington Boulevard Arlington, VA. In addition, this is an "offsite" training program. Please see section C for more information.

F.3 SESSIONS

Scheduling of course will be at the discretion of the program office. Additional sessions may be scheduled by the program office on an as needed basis.

F.4 GOVERNMENT CLOSURES

Should the Federal Government or the Department of State, Foreign Service Institute, close for any reason (e.g. weather, terrorist threat, emergency situation, etc.) the contractor shall not be paid for that day. If the support service is rescheduled, the contractor will be given an opportunity to provide services on a new date.

Section G - Contract Administration Data

G Contract Administration Data

G.1 NONPAYMENT OF UNAUTHORIZED WORK

No payments will be made for any unauthorized supplies or services, or for any unauthorized changes to the work specified herein. This includes any services performed by the contractor of his/her own volition or at the request of an individual other than a duly appointed Contracting Officer. Only a duly appointed Contracting Officer is authorized to change the specifications, terms, and/or conditions of this contract.

Section H - Special Contract Requirements

H Requirements

Section H – SPECIAL CONTRACT REQUIREMENTS

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).

H.2 CONTRACTOR RESPONSIBILITY

The contractor, not the government shall exercise supervision and control over the contractor's personnel. The contractor is responsible to the government.

The contractor is to ensure that the professional personnel assigned to this contract have the training, skills, clearances and certifications necessary to perform the general requirements of this contract.

The contractor shall be responsible for the health and safety of its employees and for any injury or damage to them. The contractor shall be responsible at its own expense for loss and/or damage to government property or personnel resulting from contractor fault or negligence or from the fault of its employees.

H.3 CONTRACTOR SELF IDENTIFICATION

All contractor personnel attending meetings, answering Government telephones, and/or working in other siutations 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, emails 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 Government letterhead for any correspondence between the contractor and any other entity depicting or imitating that the Contractor is a member/employee of the US 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.

652.204-70 DEPARTMENT OF STATE PERSONAL IDENTIFICATION CARD ISSUANCE

PROCEDURES (MAY 2011)

10/27/2006

(a) The Contractor shall comply with the Department of State (DOS) Personal Identification Card Issuance Procedures for all employees performing under this contract who require frequent and continuing access to DOS facilities, or information systems. The Contractor shall insert this clause in all subcontracts when the subcontractor’s employees will require frequent and continuing access to DOS facilities, or information systems.

(b) The DOS Personal Identification Card Issuance Procedures may be accessed at http://www.state.gov/m/ds/rls/rpt/c21664.htm .

(End of clause)

Section I - Contract Clauses

Clauses By Reference Clause Title Date 52.212-4 Contract Terms and Conditions--Commercial Items (Feb 2012) 02/02/2012

52.204-99D System for Award Management Registration (August 2012) (DEVIATION) 09/27/2012

(a) Definitions. As used in this clause-

"Central Contractor Registration (CCR) database" means the retired primary Government repository for Contractor information required for the conduct of business with the Government.

"Commercial and Government Entity (CAGE) code" means-

(1) A code assigned by…