SFSIAQ14Q3001.pdf

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

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

1. REQUISITION NUMBER

5. SOLICITATION NUMBER

SFSIAQ14Q3001

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

DATE

03/21/2014

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME

Erin E. Williams

b. TELEPHONE NUMBER (No collect calls)

c. EMAIL williamsee3@State.gov

8. OFFER DUE DATE / LOCAL

TIME

04/25/2014 15:00:00

CODE FSIAQ

FSI OFFICE OF AQUISITIONS (FSI/EX/GSACQ)

4000 ARLINGTON BLVD

ARLINGTON, VA 22204

9. ISSUED BY UNRESTRICTED OR X SET ASIDE: 100.00 % 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: $0

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

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

FACILITY

CODE

CODE

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

See Line Item Detail

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 X ARE 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.

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)

Erin E. Williams 31c. DATE SIGNED

03/12/2014

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 02/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

SFSIAQ14Q3001

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. 02/2012) 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 Performance Work Statement C.2 Performance Metrics

E Inspection and Acceptance E Inspection and Acceptance

F Deliveries or Performance F Deliveries or Performance

G Contract Administration Data

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

G.1 Contract Administration Data G.2 Contract Administration Data - Travel

H Special Contract Requirements H Requirements

H.1 52.204-99 SYSTEM FOR AWARD MANAGEMENT REGISTRATION (AUGUST 2012)

(DEVIATION)

H.2 Observance of Legal Holidays and Government Closure

652.204-70 DEPARTMENT OF STATE PERSONAL IDENTIFICATION CARD ISSUANCE

PROCEDURES (MAY 2011)

I Contract Clauses 52.202-1 Definitions (Nov 2013) 652.225-71 SECTION 8(a) OF THE EXPORT ADMINISTRATION ACT OF 1979, AS AMENDED

(AUG 1999)

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

2004) 52.212-4 Contract Terms and Conditions - Commercial Items (Sep 2013) 52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders - Commercial Items (Jan 2014) 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

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

52.212-3 Offeror Representations and Certifications - Commercial Items (Nov 2013)

L Instructions, Conditions, and Notices to Offerors and Respondents 52.212-1 Instructions to Offerors - Commercial Items (Jul 2013) L Instructions

652.206-70 COMPETITION ADVOCATE/OMBUDSMAN (AUG 99)(DEVIATION)

52.216-27 Single or Multiple Awards (Oct 1995) 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 Factors 52.212-2 Evaluation - Commercial Items (Jan 1999)

001 Fundamentals of Supervision (FoS) Base Year

0.00 EA

Doc Ref No: 10314330013 Delivery Date (Start to End) Date FOB:

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

002 Fundamentals of Supervision (FoS)

Option Year 1

0.00 EA

Doc Ref No: 10314330013 Delivery Date (Start to End) Date FOB:

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

003 Fundamentals of Supervision (FoS)

Option Year 2

0.00 EA

Doc Ref No: 10314330013 Delivery Date (Start to End) Date FOB:

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

004 Fundamentals of Supervision (FoS)

Option Year 3

0.00 EA

Doc Ref No: 10314330013 Delivery Date (Start to End) Date FOB:

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

005 Fundamentals of Supervision (FoS) Option Year 4

0.00 EA

Doc Ref No: 10314330013 Delivery Date (Start to End) Date FOB:

08/01/2018 to 07/31/2019 Destination

006 Basic Leadership Skills (BLS) Base Year

0.00 EA

Doc Ref No: 10314330013 Delivery Date (Start to End) Date FOB:

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

007 Basic Leadership Skills (BLS) Option Year 1

0.00 EA

Doc Ref No: 10314330013 Delivery Date (Start to End) Date FOB:

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

008 Basic Leadership Skills (BLS) Option Year 2

0.00 EA

Doc Ref No: 10314330013 Delivery Date (Start to End) Date FOB:

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

009 Basic Leadership Skills (BLS) Option Year 3

0.00 EA

Doc Ref No: 10314330013 Delivery Date (Start to End) Date FOB:

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

SFSIAQ14Q3001

Line Item Summary

Solicitation Number:

SFSIAQ14Q3001

Contract Number: Title: Leadership Training and Coaching (LTD)

Date of Solicitation:

03/21/2014

Line Item No. Description Quantity Unit Unit Price Total Cost

010 Basic Leadership Skills (BLS) Option Year 4

0.00 EA

Doc Ref No: 10314330013 Delivery Date (Start to End) Date FOB:

08/01/2018 to 07/31/2019 Destination

011 Intermediate Leadership Skills (ILS) Base Year

0.00 EA

Doc Ref No: 10314330013 Delivery Date (Start to End) Date FOB:

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

012 Intermediate Leadership Skills (ILS) Option Year 1

0.00 EA

Doc Ref No: 10314330013 Delivery Date (Start to End) Date FOB:

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

013 Intermediate Leadership Skills (ILS) Option Year 2

0.00 EA

Doc Ref No: 10314330013 Delivery Date (Start to End) Date FOB:

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

014 Intermediate Leadership Skills (ILS) Option Year 3

0.00 EA

Doc Ref No: 10314330013 Delivery Date (Start to End) Date FOB:

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

015 Intermediate Leadership Skills (ILS) Option Year 4

0.00 EA

Doc Ref No: 10314330013 Delivery Date (Start to End) Date FOB:

08/01/2018 to 07/31/2019 Destination

016 Advanced Leadership Skills (ALS) Base Year

0.00 EA

Doc Ref No: 10314330013 Delivery Date (Start to End) Date FOB:

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

017 Advanced Leadership Skills (ALS) Option Year 1

0.00 EA

Doc Ref No: 10314330013 Delivery Date (Start to End) Date FOB:

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

018 Advanced Leadership Skills (ALS) Option Year 2

0.00 EA

Doc Ref No: 10314330013 Delivery Date (Start to End) Date FOB:

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

019 Advanced Leadership Skills (ALS) 0.00 EA

Option Year 3

Doc Ref No: 10314330013 Delivery Date (Start to End) Date FOB:

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

020 Advanced Leadership Skills (ALS) Option Year 4

0.00 EA

Doc Ref No: 10314330013 Delivery Date (Start to End) Date FOB:

08/01/2018 to 07/31/2019 Destination

021 Executive Coaching Base Year

0.00 EA

Doc Ref No: 10314330013 Delivery Date (Start to End) Date FOB:

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

022 Executive Coaching Option Year 1

0.00 EA

Doc Ref No: 10314330013 Delivery Date (Start to End) Date FOB:

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

023 Executive Coaching Option Year 2

0.00 EA

Doc Ref No: 10314330013 Delivery Date (Start to End) Date FOB:

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

024 Executive Coaching Option Year 3

0.00 EA

Doc Ref No: 10314330013 Delivery Date (Start to End) Date FOB:

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

025 Executive Coaching Option Year 4

0.00 EA

Doc Ref No: 10314330013 Delivery Date (Start to End) Date FOB:

08/01/2018 to 07/31/2019 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 multiple Blanket Purchase Agreements (BPAs), which establishes the terms and conditions applicable to future pur-chases 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 PER SESSION fully loaded, firm fixed rate as outlined.

B.4 Contractor may choose to apply/provide quotes for just one and/or multiple CLINs. Multiple Blanket Pur-chase Agreement Awards will be made per CLIN

SFSIAQ14Q3001

Line Item Summary

Solicitation Number:

SFSIAQ14Q3001

Contract Number: Title: Leadership Training and Coaching (LTD)

Date of Solicitation:

03/21/2014

Line Item No. Description Quantity Unit Unit Price Total Cost

General Leadership Training - Fundamentals of Supervision (FoS) (On or about) based on a five day course CLIN 001 Base Year: $__________ per session August 1, 2014 - July 31, 2015 CLIN 002 Option Year 1: $__________ per session August 1, 2015 - July 31, 2016 CLIN 003 Option Year 2: $__________ per session August 1, 2016 - July 31, 2017 CLIN 004 Option Year 3: $__________ per session August 1, 2017 - July 31, 2018 CLIN 005 Option Year 4: $__________ per session August 1, 2018 - July 31, 2019

General Leadership Training - Basic Leadership Skills (BLS) (On or about) based on a five day course

CLIN 006 Base Year: $__________ per session August 1, 2014 - July 31, 2015

CLIN 007 Option Year 1: $__________ per session August 1, 2015 - July 31, 2016

CLIN 008 Option Year 2: $__________ per session August 1, 2016 - July 31, 2017

CLIN 009 Option Year 3: $__________ per session August 1, 2017 - July 31, 2018

CLIN 010 Option Year 4: $__________ per session August 1, 2018 - July 31, 2019

General Leadership Training - Intermediate Leadership Skills (ILS) (On or about) based on a five day course CLIN 011 Base Year: $__________ per session August 1, 2014 - July 31, 2015 CLIN 012 Option Year 1: $__________ per session August 1, 2015 - July 31, 2016 CLIN 013 Option Year 2: $__________ per session August 1, 2016 - July 31, 2017 CLIN 014 Option Year 3: $__________ per session August 1, 2017 - July 31, 2018 CLIN 015 Option Year 4: $__________ per session August 1, 2018 - July 31, 2019

General Leadership Training - Advanced Leadership Skills (ALS) (On or about) based on a five day course CLIN 016 Base Year: $__________ per session August 1, 2014 - July 31, 2015 CLIN 017 Option Year 1: $__________ per session August 1, 2015 - July 31, 2016 CLIN 018 Option Year 2: $__________ per session August 1, 2016 - July 31, 2017 CLIN 019 Option Year 3: $__________ per session August 1, 2017 - July 31, 2018 CLIN 020 Option Year 4: $__________ per session August 1, 2018 - July 31, 2019

Executive Coaching (On or about) based on an 8 hour session over a four month period CLIN 021 Base Year: $__________ per session August 1, 2014 - July 31, 2015 CLIN 022 Option Year 1: $__________ per session August 1, 2015 - July 31, 2016 CLIN 023 Option Year 2: $__________ per session August 1, 2016 - July 31, 2017 CLIN 024 Option Year 3: $__________ per session August 1, 2017 - July 31, 2018 CLIN 025 Option Year 4: $__________ per session August 1, 2018 - July 31, 2019

Section C- Descriptions/Specifications/Statement of Work

C.1 Performance Work Statement

Section C - Descriptions/Specifications/Statement of Work

Department of State Foreign Service Institute Leadership and Management School

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 Secretary of State has mandated leadership training for mid through senior grade levels to ensure that employees have the necessary training for increasing levels of responsibility.

The Leadership and Management School (LMS) was established to support the development of career leaders and managers in the De-partment of State and larger foreign affairs community. The Secretary of State has mandated leadership training from mid through senior grade levels to ensure that employees are prepared for increasing levels of responsibility. Through its four divisions, Executive Development, Leadership Training, Crisis Management Training, and Policy Leadership, LMS is responsible for providing this train-ing and more. LMS offers a continuum of leadership and management training intended to develop the leadership abilities of employ-ees from entry level through senior ranks, and provide tailored organizational and other leadership development services to bureaus, offices and missions.

C.1. Background

The Leadership Training Division (LTD) within the Leadership and Management School provides learning opportunities that expose mid-level staff to the essential knowledge, skills and attitudes of leadership. These opportunities include four, five day classroom-based, mandatory courses entitled Fundamentals of Supervision, Basic Leadership Skills, Intermediate Leadership Skills and Ad-vanced Leadership Skills. Virtual opportunities that integrate educational technology into the curricula and on-the-job opportunities are being developed as supplements and/or alternatives to these classroom-based courses.

In addition, LTD coordinates the Leadership Coaching Program of the Department of State (DoS) that provides confidential, virtual and/or face-to-face consultative services to individual leaders.

The Foreign Service Institute is actively seeking contractors for a variety of regular work schedules or occasional, intermittent activit-ies related to the above activities and services. Under the supervision of a COR, successful contractors may work individually or part-ner with government employees and other contractors working on a task or service. Depending on the specific task order, the work may be conducted in front of audiences large or small, either at FSI or other domestic and overseas locations or with one Government client.

C.2. Purpose

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

This solicitation is two-fold: to obtain the services of a contractor to supply necessary and qualified personnel capable of 1) providing instructional services for face-to-face, virtual and/or distance learning leadership courses and/or 2) serving as external executive coaches. The Contractor may provide both or one of these services. If providing instructional services, the contractor must demon-strate capabilities in each of the four courses of interest.

Regarding instructional services under this solicitation, FSI intends to issue orders to multiple contractors to deliver leadership devel-opment courses and modules; develop new courses; redesign existing courses; conduct needs assessments, surveys and/or course eval-uations; conduct curriculum reviews; design training tools and instruments; develop or revise training and learning materials and re-sources for face-to-face, on-line, and/or virtual delivery for continuous learning; and/or present as subject matter experts.

In addition, under this solicitation, FSI intends to issues orders to multiple contractors to provide customized executive leadership coaching.

FSI reserves the right to approve or disapprove subcontractors 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.

C. 3. Qualifications for all Labor Categories

All contractors must be eligible to work in the United States. The Department does not sponsor individuals for work permits.

C. 4. Requirements

C.4 A. Instructional Assistance-Background Regarding instructional assistance, the Contractor must have sufficient personnel and capacity to provide instructional and develop-mental services for sections of one or more of the four LTD courses. A total of 100 plus sections across the four mandatory courses are being delivered annually to the Department of State’s foreign and civil service personnel. Approximately, 33 sections each of the Fundamentals of Supervision and 37 sections of the Basic Leadership Skills courses shall be offered annually. Approximately, 26 sec-tions of the Intermediate Leadership Skills and 11 sections of the Advanced Leadership Skills shall be offered annually. In addition, the course content for each course will be developed, updated and/or blended with other delivery means such as online courses or we-binars, as needed, to meet the growing needs of LTD and Department of State learners.

Following are the common leadership precepts that guide the instructional leadership content of these four courses:

-Active Listening -Adaptability -Community Service and Institution Building -Critical Thinking -Decision-Making and Judgment -Directing and Developing Performance -Innovation -Leadership and Management Training -Management of Resources -Operational Effectiveness -Oral Communication -Professional Development, including Active Learning -Professional Standards -Support for Equal Employment Opportunity and Merit Principles -Team Building -Workplace Perceptiveness

The learning objectives that differentiate each course are as follows:

Fundamentals of Supervision-

-Leverage workforce diversity to promote a positive work environment that draws on the talents of all employees.

-Apply sound performance management practices, from setting goals and planning work, to delegating tasks, monitoring, progress, and providing feedback.

-Articulate your responsibilities as a supervisor in the Department of State.

-Abide by Merit System Principles, EEO Law, and Departmental policies regarding fair and equitable treatment of employees.

-Interpret and apply the rules and regulations governing employee conduct and performance.

-Know when, where, and how to seek guidance on supervisory issues

Basic Leadership Skills-

-Effectively build and maintain productive working relationships with employees, peers and supervisors.

-Understand the role of emotional intelligence in self-awareness and self-management.

-Better understand the implications of the Myers-Briggs Type Indicator in effective leadership.

-Identify strategies for creating workplace inclusiveness.

-Diagnose employee development and apply an appropriate leadership style based on employee needs.

-Better understand the development process for groups and teams and identify strategies for increasing their effectiveness.

-More effectively communicate when giving direction and providing support.

-Focus on behavior, impact, and intention when having positive and constructive feedback conversations.

-Understand how to use a systematic approach for performance management.

-Effectively analyze difficult workplace leadership situations and propose thoughtful actions to address them.

Intermediate Leadership Skills-

-Recognize personal strengths and areas for development

-Identify and articulate important values that guide decision-making

-Demonstrate self-awareness and effectively self-manage in the midst of assumptions and emotional triggers

-Choose appropriate leadership behaviors in different work situations

-Value and leverage differences

-Provide direction and support in developing others

-Provide and receive effective feedback aimed at reinforcing or redirecting the performance of others

-Distinguish between and effectively address performance and conduct issues

-Manage conflict and difficult behaviors in a proactive and constructive manner

-Coach others to explore issues and identify their own actions for addressing important issues

Advanced Leadership Skills-

-Convey personal leadership values and approach;

-Increase leadership capacity by leveraging leadership strengths and working on areas for development;

-Create a work environment characterized by staff inclusion, engagement and productivity;

-Cultivate and maintain collaborative and strategic working relationships;

-Handle difficult situations with skill and confidence;

-Manage the change process and the transition of those impacted by change;

-Influence decision making process through principled negotiation.

Following are the current length, student enrollment and grade level for each course.

COURSE LENGTH OF COURSE in

DAYS

Maximum # of STUDENTS GRADE LEVEL

Basic Leadership Skills 5 28 GS13/FS03 Intermediate Leadership Skills 5 28 GS14/FS02 Advanced Leadership Skills 5 28 GS15/FS01 Fundamentals of Supervision 5 28 GS12/FS04 and below

The Contractor will collaborate with LTD instructors, LTD Course Coordinators and/or other LTD resource persons. These LTD staff shall be monitors, proctors, and co-instructors in the course design, development, management and evaluation. Their expertise is con-sidered necessary by LTD to manage quality course delivery. Specific dates and number of courses, by commodity or in total, are subject to change, but will be confirmed annually by the Contract Office Representative (COR) and adjusted by the COR as necessary throughout the year. Classroom Training shall be delivered within the United States and its Territories, and, on rare occasions, travel to non-CONUS for training delivery shall be allowed with consent from the COR. The Contractor may suggest location(s) for materi-al development based on LTD needs.

Rates shall be quoted for the entire class period (five days) and must be all-inclusive for preparation time or after-hours work by the contractor. No overtime hours can be billed separately. Preparation usually includes one meeting with the USG course manager in advance of each class to discuss schedules and assign teaching duties among the trainers. Contractors will also participate in trainer meetings throughout the five days to review class progress and adjustments to course content. One four-hour meeting per contract year is allowed for an annual meeting of LTD staff and contractors to review general changes in curricular approach and content.

C. 4. B Instructional Assistance Professional Qualifications

For all of the labor categories below, the following professional qualifications apply:

-Knowledge and training expertise of at least 7 years in the subject matter related to the precepts and learning objectives of one or more of the four courses.

-Knowledge of and demonstrated experience of at least 7 years using adult learning principles in the facilitation and delivery of course.

-Documented experience of at least 7 years in experiential learning methodologies and techniques.

-Documented experience of at least 7 years in leadership training for mid-level federal managers and/or supervisors.

-Documented experience working within the Foreign Affairs culture (e.g., State Department, USAID, Peace Corps, intelligence agen-cies).

-Documented experience in the use of educational technology.

-Knowledge of, and demonstrated mastery, in incorporating some or all of the following topics into training: Emotional Intelligence, Interpersonal Communication skills, Situational Leadership, Teambuilding, Supervision, EEO/Diversity, Conflict Management, 360-degree assessments, and Meyers Briggs Type Inventory.

-Knowledge of leadership, management and supervision principles, preferably within the context of the federal government.

CTRN 001- General Leadership Training – Fundamentals of Supervision (FoS) Individual contractors will be required to do any number, but not necessarily all, of the following tasks:

-Review macro and/or micro training designs for Fundamentals of Supervision (FoS) modules that include the following: learning ob-jectives, time lines for each segment, session outlines (with detailed trainer notes), handouts, monitoring and evaluation guidelines, ap-propriate audio-visual materials, list of equipment and other logistical resources required, pre-work required, and participant readings and worksheets.

-Based on the FoS training modules, co-deliver with LTD trainers approximately 50 % of the five-day classroom-based presentations that incorporate the use of educational technology, including blended learning technologies, DVC, webinars, Adobe Connect, and sim-ilar methodologies.

-Present as subject matter experts related to FoS topics.

-Conduct reviews and assessments of existing FoS curriculum to determine whether it meets intended objectives and how it might be improved in terms of goals and guidelines provided by LTD.

-Attend curriculum reviews with LTD staff members.

-Design training tools and instruments.

-Develop or revise FoS training and learning materials and resources for face-to-face, on-line, and/or virtual delivery for continuous learning;

-Adhere to all copyright guidelines and restrictions and follow FSI and Department procedures regarding copyright.

-Attend data gathering, planning, or working meetings with Contracting Officer Representative, course coordinator, other relevant FSI Department staff and /or other subject matter experts.

**This section corresponds with Section B, CLINs 001-005**

CTRN 002- General Leadership Training – Basic Leadership Skills (BLS) Individual contractors will be required to do any number, but not necessarily all, of the following tasks:

-Review macro and/or micro training designs for Fundamentals of Supervision (BLS) modules that include the following: learning ob-jectives, time lines for each segment, session outlines (with detailed trainer notes), handouts, monitoring and evaluation guidelines, ap-propriate audio-visual materials, list of equipment and other logistical resources required, pre-work required, and participant readings and worksheets.

-Based on the BLS modules, co-deliver with LTD trainers approximately 50 % of the five-day classroom-based presentations based on the BLS training modules that incorporate the use of educational technology, including blended learning technologies, DVC, we-binars, Adobe Connect, and similar methodologies.

-Present as subject matter experts related to BLS topics

-Conduct reviews and assessments of existing BLS curriculum whether it meets intended objectives and how it might be improved in terms of goals and guidelines provided by LTD.

-Attend curriculum reviews.

-Design training tools and instruments.

-Develop or revise BLS training and learning materials and resources for face-to-face, on-line, and/or virtual delivery for continuous learning;

-Adhere to all copyright guidelines and restrictions and follow FSI and Department procedures regarding copyright.

-Attend data gathering, planning, or working meetings with Contracting Officer Representative, course coordinator, other relevant FSI Department staff and /or other subject matter experts.

**This section corresponds with Section B, CLINs 006-010**

CTRN 003- General Leadership Training – Intermediate Leadership Skills (ILS) Individual contractors will be required to do any number, but not necessarily all, of the following tasks:

-Review macro and/or micro training designs for Fundamentals of Supervision (ILS) modules that include the following: learning ob-jectives, time lines for each segment, session outlines (with detailed trainer notes), handouts, monitoring and evaluation guidelines, ap-propriate audio-visual materials, list of equipment and other logistical resources required, pre-work required, and participant readings and worksheets.

-Based on the ILS training modules, co-deliver with LTD trainers approximately 50 % of a the five-day classroom-based presenta-tions that incorporate the use of educational technology, including blended learning technologies, DVC, webinars, Adobe Connect, and similar methodologies.

-Present as subject matter experts related to ILS topics

-Conduct reviews and assessments of existing ILS curriculum whether it meets intended objectives and how it might be improved in terms of goals and guidelines provided by LTD.

-Attend curriculum reviews.

-Design training tools and instruments.

-Develop or revise ILS training and learning materials and resources for face-to-face, on-line, and/or virtual delivery for continuous learning;

-Adhere to all copyright guidelines and restrictions and follow FSI and Department procedures regarding copyright.

-Attend data gathering, planning, or working meetings with Contracting Officer Representative, course coordinator, other relevant FSI Department staff and /or other subject matter experts.

**This section corresponds with Section B, CLINs 011-015**

CTRN 004- General Leadership Training – Advanced Leadership Skills (ALS) Individual contractors will be required to do any number, but not necessarily all, of the following tasks:

-Review macro and/or micro training designs for Fundamentals of Supervision (ALS) modules that include the following: learning ob-jectives, time lines for each segment, session outlines (with detailed trainer notes), handouts, monitoring and evaluation guidelines, ap-propriate audio-visual materials, list of equipment and other logistical resources required, pre-work required, and participant readings and worksheets.

-Based on the ALS training modules, co-deliver with LTD trainers approximately 50 % of a the five-day classroom-based presenta-tions that incorporate the use of educational technology, including blended learning technologies, DVC, webinars, Adobe Connect, and similar methodologies.

-Present as subject matter experts related to ALS topics

-Conduct reviews and assessments of existing ALS curriculum whether it meets intended objectives and how it might be improved in terms of goals and guidelines provided by LTD.

-Attend curriculum reviews.

-Design training tools and instruments.

-Develop or revise ALS training and learning materials and resources for face-to-face, on-line, and/or virtual delivery for continuous learning;

-Adhere to all copyright guidelines and restrictions and follow FSI and Department procedures regarding copyright.

-Attend data gathering, planning, or working meetings with Contracting Officer Representative, course coordinator, other relevant FSI Department staff and /or other subject matter experts.

**This section corresponds with Section B, CLINs 016-020**

C. 4. C. Executive Coaching -Background

Regarding coaching, the Contractor must have sufficient and certified personnel and the capacity to provide executive coaching ser-vices as part of the FSI Leadership Coaching Program. Leadership Coaching is an individualized consulting service available to man-agers and executives in the State Department. It is offered by the Foreign Service Institute (FSI) through its Leadership and Manage-ment School.

The Leadership Coaching Program furnishes a consistent structure that supports individualized leadership learning. It keeps staff fo-cused, challenged, and moving forward to align their key strengths and behaviors so that staff can create the environment necessary to achieve personal and professional objectives. Coaching contractors will provide practical and confidential, individualized assistance that allows Department of State staff (both Foreign Service and Civil Service) at the manager and executive levels to clarify and achieve their goals faster and more easily. The Coaching relationship will be a confidential partnership established between one staff and one coach. Through regular dialogue in combination with assessment tools, goal setting exercises, targeted activities, and ac-countability structures, coaching will open up new possibilities for effective action in a staff member’s organization.

In most cases, a Government client shall work with a coach for one coaching session of up to eight hours over a period of four months. Each coach shall be available to support requesting Government clients either virtually or face-to-face. Coaching relation-ships will occur at the negotiated schedule of the Government client.

C. 4. D. Executive Coaching Professional Qualifications

CTRN005- Coaching Tasks This labor category consists of designing and delivering customized, individualized executive coaching services. The assumption in this category is that each coaching relationship will be unique and can only be designed after a specific request.

One coaching session equals a total of eight hours coaching over a four month period

Contractors will work individually and under the guidance of the LMS Coaching Coordinator to do any number of, but not necessarily all, of the following tasks:

-Provide customized executive coaching services to specific Department staff aimed at clarifying and achieving their goals faster and more easily.

-Participate in an introductory meeting about the coaching program with the Department of State Coaching Coordinator at no cost to

FSI.

-Follow the coaching guidelines certified by the International Coaching Federation and documented by the Department of State Lead-ership Coaching Program.

-Using the LMS Leadership Coaching Program log to track the number of Government clients and hours per Government client on a daily and monthly basis, submit a monthly report on the hours per Government client to the Coaching Coordinator within three days of the end of the reporting period.

-Adhere to the confidentiality requirements of the coaching relationship as set by the Department of State coaching program.

Professional Requirements

For this labor category below, the following professional qualifications apply:

-Must be a graduate of an International Coaching Federation-approved coach training program

-Knowledge and experience of, at least, 7 years coaching managers or executives

-Documented evidence of effectiveness as an executive coach within a USG environment.

-Documented experience of at least 5 years working within the Foreign Affairs culture (e.g., State Department, USAID, Peace Corps, intelligence agencies)

**This section corresponds with Section B, CLINs 021-025**

C.2 Performance Metrics

Leadership and Management School General Leadership and Executive Coaching Performance Metrics

All BPA Calls issued off of this contract will be closely monitored by the Contracting Officer's Representative (COR) and /or Govern-ment Technical Monitor (GTM) throughout the contract base/option year and will be reported upon at a minimum one time annually at the conclusion of each base/option year period as a determination will be made whether to exercise the subsequent option year. Lis-ted below are the performance metrics by which the contractor will be evaluated in addition to the contractor's adherence to Perform-ance Work Statement (PWS) requirements.

The contractor must be considered successful in fulfilling the contract requirements in order to continue to be considered for future opportunities under the option year periods. The contract performance will be evaluated on a scale (Low 1- High 5). To be con-sidered successful the contractor must score a minimum of four (4) in all categories listed below.

WEIGHT RATING DESCRIPTION

5 Superior -Contractor routinely demonstrates outstand-ing understanding of SOW requirements and significantly exceeds performance standards.

Contractor has exceptional strengths that sig-nificantly benefit the Government.

4 Excellent -Contractor demonstrates excellent under-standing of SOW requirements and exceeds performance standards. Contractor has one or more strengths that significantly benefit the

Government.

3 Acceptable -Contractor demonstrates acceptable under-standing of SOW requirements and has an ap-proach that meets performance standards.

Contractor is an acceptable solution and has few or no strengths that benefit the Govern-ment.

2 Fair -Contractor routinely demonstrates shallow understanding of requirements and approach.

1 Poor -Contractor routinely fails to demonstrate un-derstanding requirements and approach.

Quality:

The Contractor must adhere to the requirements as outlined in the SOW and deliver a high quality product specific to the teach-ing segments needed. Multiple measurements will be used to formulate a rating between 1 - 5 including survey feedback from stu-dent course evaluations, review of teaching materials and delivery by the Course Chair, and observations by the Leadership Train-ing Division and the COR/GTM.

Timeliness of Performance:

The Contractor must adhere to the deadlines specified by the COR/GTM with regard to delivering training, providing training materials, and participating in required meetings. A rating between 1 - 5 will be formulated by the COR based on his/her observation and input from the Leadership Training Division.

Customer Satisfaction:

The Course Chair must provide effective customer service to the internal FSI Government clients of this contract- COR, Course

Chairs, staff, and students - per their duties in the SOW. Multiple measurements will be used to formulate a rating between 1 - 5 for this evaluation: student evaluations; FSI staff feedback; and COR observations. The COR will use his/her expertise and general ob-servance of interactions and customer service with FSI staff, and students. The COR's observations will include timeliness of re-sponses to inquiries and requests within the scope of the contract, and providing proper notice for absences.

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 devi-ate 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 mat-ters 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; us-ing 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, consist-ent with the best industry practices, to assure timely provision of services, optimum Department of State satisfaction, and adequate protection of Government assets.

Section F- Deliveries or Performance

F Deliveries or 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 ser-vices 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, 2014 – July 31, 2015 Option Year 1: August 1, 2015 – July 31, 2016 Option Year 2: August 1, 2016 – July 31, 2017 Option Year 3: August 1, 2017 – July 31, 2018 Option Year 4: August 1, 2018 – July 31, 2019

F.2 PLACE OF PERFORMANCE

F.2.A Instructional Assistance Services under this contract will be performed primarily at the Government's facility located at the George P.

Shultz National Foreign Affairs Training Center (FSI) at 4000 Arlington Boulevard, Arlington, VA 22204.

F.2.B. Executive Coaching Dependent upon the Government client and contractor coach, the place of performance may be on the phone or face-to-face in the location preferred by the Government.

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 GOVERNMENT CLOSURES AND CANCELLATIONS

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.

If training is cancelled at the convenience of the Government (due to low enrollment, schedule change, or other reason), the Government shall provide at least five working days prior notice through a Change Order or cancellation notification to the contractor from the Contracting Of-ficer or the Contracting Officer Representative (COR) or the Government Technical Monitor.

If less than five days' notice is provided by the Government, the contractor may invoice on a pro rata basis depending on services provided up to the date of cancellation, as approved by the

COR.

F.5 Non-Performance by the Contractor Should the contractor be unable to deliver training on a date that was previously accepted under a Task Order, a minimum of 30 days’ notice to the Foreign Service Institute is required. If a contractor provides less than 30 days’ notice to cancel a training commitment, lack of timely notification will be marked against the contractor in the performance rating for that year, and may impact renewal of future Option Years under this contract.

Section G- Contract Administration Data

Clause Title

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

G.1 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.

G.2 SMOKE FREE WORK PLACE

(a) The Department of State has been designated a smoke free workplace.

(b) Definitions: "Smoking" means a lighted cigar, cigarette, pipe, or other tobacco product.

"Smoking Areas" means those designated exterior spaces where the smoking of tobacco products is permitted.

(c) Applicability: The Smoke-Free Workplace Policy applies to all occupants of the Schultz Center complex; as well as all Department of State owned, rented, or leased vehicles.

(d) Policy: It is the policy of the Department of State to promote a healthy environment.

Accordingly, the Department has adopted a policy prohibiting smoking in the interior of all domestic buildings and facilities effective August 1, 1993.

G.3 PARKING PROGRAM

All parking related documentation will be given to the awarded contractor at the post-award orientation.

However, it is assumed that all motor traffic regulations will be followed and FSI parking permits will be ob-tained per the General Service Office's guidance.

G.2 Contract Administration Data - Travel

Travel outside of Metropolitan Washington, DC may be required for the delivery of training at U.S. Diplomatic Missions located over-seas as well as other locations throughout the United States. All travel will be in accordance with the GSA Federal Travel Regulations and the Department of State Travel Regulations. FSI shall assist the contractor in obtaining the necessary country clearances. All travel arrangements, including air reservations, obtaining passports and visas, are the sole responsibility of the contractor.

All travel shall be by common carrier and at the lowest possible cost to FSI. First and business class travel are not authorized under this contract unless specifically approved by the COR. Should overseas travel be necessary, contractor must obtain Defense Base Act (DBA) insurance for their employee. All overseas travel cost, including DBA insurance, will be reimbursed upon invoicing. Contract-or must provide the overhead rate they will charge the Government to process such travel.

GROUP TRAVEL EXPENSES: Certain classes require contractor travel to conference facilities within a two hour drive from Wash-ington DC (official travel is considered to be involved for any class location greater than 50 miles from the Washington DC metropol-itan area). For group travel in which an entire class and Department of State training staff participate, the Foreign Service Institute will generally include the travel costs of the contractor (lodging, meals) in its group booking. The contractor need not quote nor bill separately for travel expenses.

INDIVIDUAL TRAVEL EXPENSES: On occasion, the contractor may be requested to deliver training at domestic US or overseas locations. Local and non-local travel requires prior approval by the COR. The contractor’s travel expenses should be quoted as a sep-arate line item by the contractor once the date and location of the proposed training is known. Travel costs, if necessary, for executive coaching will be included in the session fee.

Travel Reimbursement

(a) Personnel Transportation/Travel Costs.

(1) The contractor shall not be paid for travel/parking for contractor personnel who reside in the Metropolitan area in which the tasks are being performed. Contractor staff will, however, be reimbursed for Personally Owned Vehicle (POV) mileage for any work out-side of a 50 mile radius from the Foreign Service Institute, in accordance with JTR. Contractor will use Government transportation if available.

(2) For travel costs/personnel transportation other than described in paragraph (a), the Contractor shall be paid on the basis of actual amounts paid to the extent that such transportation is necessary for the performance of services un-der the contract and is authorized by the COR via each individual delivery order, subject to any limitations herein. G&A expenses and profit on travel will not be authorized.

(3) When transportation by privately owned vehicle is authorized, the contractor shall be paid on a mileage basis. This mileage rate will not exceed the applicable Government transportation rate as contained in the Joint Travel Regulation (JTR), Volume II, in effect at the time of travel.

(4) The contractor agrees, in the performance of necessary travel, to use the lowest cost mode commensurate…