SFSIAQ14Q3003_A001.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

1. CONTRACT ID CODE RATING

2. AMENDMENT/MODIFICATION NO.

A001

3. EFFECTIVE DATE

04/18/2014

4. REQUISITION/PURCHASE REQ. NO. 5. PROJECT NO. (If applicable)

FSIAQCODE

FSI OFFICE OF AQUISITIONS (FSI/EX/GSACQ)

4000 ARLINGTON BLVD

ARLINGTON, VA 22204 Erin E. Williams

NAME

TEL.

williamsee3@State.gov

EMAIL

6. ISSUED BY CODE7. ADMINISTERED BY (If other than Item 6)

9A. AMENDMENT OF SOLICITATION NO.

SFSIAQ14Q3003

CONTACT DUNS

CODE FACILITY CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, country, state and ZIP Code) (X)

X 9B. DATED (SEE ITEM 11)

04/18/2014

10A. MODIFICATION OF CONTRACT/ORDER NO.

10B. DATED (SEE ITEM 13)

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

X XThe above numbered solicitation is amended as set forth in item 14. The hour and date specified for receipt of Offers is extended, is not extended, Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the following methods: (a) By completing items 8 and 15, and returning __4__copies of the amendment;(b)By acknowledging receipt of this amendment on each copy of the offer submitted; or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER NO. IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

E. IMPORTANT: Contractor is not, is required to sign this document and return copies to the issuing office.X

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

The purpose of this amendment is to extend the delivery date to May 2, 2014 at 9:00am EST

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15A. NAME AND TITLE OF SIGNER (Type or print) 16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

Erin E. Williams

(Signature of person authorized to sign)

15B. CONTRACTOR/OFFEROR 15C. DATE SIGNED

By (Signature of Contracting Officer)

16B. UNITED STATES OF AMERICA 16C. DATE SIGNED

04/18/2014

NSN 7540-01-152-8070

Previous edition unusable

STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA FAR (48 CFR) 53.243

SFSIAQ14Q3003

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) 52.217-9 Option to Extend the Term of the Contract (Mar 2000) 52.252-2 Clauses Incorporated by Reference (Feb 1998) 52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders - Commercial Items (Jan 2014)

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 Instructor: Senior Executive Threshold Seminar (SETS) Base Year

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

002 Instructor: Senior Executive Threshold Seminar (SETS) Option Year 1

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

003 Instructor: Senior Executive Threshold Seminar (SETS) Option Year 2

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

004 Instructor: Senior Executive Threshold Seminar (SETS) Option Year 3

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

005 Instructor: Senior Executive Threshold Seminar (SETS) Option Year 4

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

006 Instructor: Deputy Chief of Mission/Principal Officer Seminar (DCM Seminar) Base Year

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

007 Instructor: Deputy Chief of Mission/Principal Officer Seminar (DCM Seminar) Option Year 1

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

008 Instructor: Deputy Chief of Mission/Principal Officer Seminar (DCM Seminar) Option Year 2

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

009 Instructor: Deputy Chief of Mission/Principal Officer Seminar (DCM Seminar)

0.00 0.00

SFSIAQ14Q3003

Line Item Summary

Solicitation Number:

SFSIAQ14Q3003

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

Date of Solicitation:

04/18/2014

Line Item No. Description Quantity Unit Unit Price Total Cost

Option Year 3 0.00 EA Doc Ref No: 10314320047

Delivery Date (Start to End) Date FOB:

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

010 Instructor: Deputy Chief of Mission/Principal Officer Seminar (DCM Seminar) Option Year 4

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

011 Instructor: EEO/Diversity Awareness for Supervisors Base Year

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

012 Instructor: EEO/Diversity Awareness for Supervisors Option Year 1

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

013 Instructor: EEO/Diversity Awareness for Supervisors Option Year 2

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

014 Instructor: EEO/Diversity Awareness for Supervisors Option Year 3

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

015 Instructor: EEO/Diversity Awareness for Supervisors Option Year 4

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

016 Instructor: Delivery of Other Leadership Courses Base Year

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

017 Instructor: Delivery of Other Leadership Courses Option Year 1

0.00 0.00

0.00 EA

Doc Ref No: 10314320047

Delivery Date (Start to End) Date FOB:

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

018 Instructor: Delivery of Other Leadership Courses Option Year 2

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

019 Instructor: Delivery of Other Leadership Courses Option Year 3

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

020 Instructor: Delivery of Other Leadership Courses Option Year 4

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

021 Services: Curriculum Development, Assessment, and Evaluation Base Year

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

022 Services: Curriculum Development, Assessment, and Evaluation Option Year 1

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

023 Services: Curriculum Development, Assessment, and Evaluation Option Year 2

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

024 Services: Curriculum Development, Assessment, and Evaluation Option Year 3

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

025 Services: Curriculum Development, Assessment, and Evaluation Option Year 4

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

026 Consulting and Organizational Development Services

BASE YEAR

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

027 Consulting and Organizational Development Services Option Year 1

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

028 Consulting and Organizational Development Services Option Year 2

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

029 Consulting and Organizational Development Services Option Year 3

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 Delivery Date (Start to End) Date FOB:

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

030 Consulting and Organizational Development Services Option Year 4

0.00 0.00

0.00 EA

Doc Ref No: 10314320047 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

Instructor: Senior Executive Threshold Seminar (SETS) (On or about) based on a two week course/ses-sion

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

SFSIAQ14Q3003

Line Item Summary

Solicitation Number:

SFSIAQ14Q3003

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

Date of Solicitation:

04/18/2014

Line Item No. Description Quantity Unit Unit Price Total Cost

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

Instructor: Deputy Chief of Mission/Principal Officer Seminar (DCM Seminar) (On or about) based on a one week (5 day) course/session

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

Instructor: EEO/Diversity Awareness for Supervisors (On or about) based on a two day course/session 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

Instructor: Delivery of Other Leadership Courses (On or about) based on a daily rate for various tasks as outlined in Section C, CTRN 004 CLIN 016 Base Year: $__________ per day August 1, 2014 - July 31, 2015 CLIN 017 Option Year 1: $__________ per day August 1, 2015 - July 31, 2016 CLIN 018 Option Year 2: $__________ per day August 1, 2016 - July 31, 2017 CLIN 019 Option Year 3: $__________ per day August 1, 2017 - July 31, 2018 CLIN 020 Option Year 4: $__________ per day August 1, 2018 - July 31, 2019

Services: Curriculum Development, Assessment, and Evaluation (On or about) based on the tasks outlined in Section C, CTRN 005 ***do not provide rates at this time. the government will compete individual requirements among the BPA awards as each requirement under this CTRN becomes available*** CLIN 021 Base Year: $___ N/A___ per session August 1, 2014 - July 31, 2015

CLIN 022 Option Year 1: $___ N/A___ per session August 1, 2015 - July 31, 2016 CLIN 023 Option Year 2: $____N/A___ per session August 1, 2016 - July 31, 2017 CLIN 024 Option Year 3: $____N/A___ per session August 1, 2017 - July 31, 2018 CLIN 025 Option Year 4: $____N/A___ per session August 1, 2018 - July 31, 2019

Consulting and Organziational Development Services (On or about) session rate based on a half day (4 hours)

CLIN 026 Base Year: $__________ per session August 1, 2014 - July 31, 2015

CLIN 027 Option Year 1: $__________ per session August 1, 2015 - July 31, 2016

CLIN 028 Option Year 2: $__________ per session August 1, 2016 - July 31, 2017

CLIN 029 Option Year 3: $__________ per session August 1, 2017 - July 31, 2018

CLIN 030 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 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. Purpose This will be a multiple award Blanket Purchase Agreement (BPA) effective for the entire period specified. This solicitation will result in a pool of external trainers, educational specialists and consultants contracted via intermittent, part-time, or full-time multiple award agreements. This BPA is not for United States Government Civil Service jobs. Performance of these services will occur only as au-thorized by specific task orders. There will be no limit to the number of orders issued under the BPA. The Government may issue or-ders requiring services at multiple locations. There is no specific commitment by either party until dates, tasks, and schedules are mu-tually negotiated by individual task order.

Under this solicitation, FSI intends to issue orders to multiple contractors to deliver leadership development courses and modules; de-velop new courses; redesign existing courses; conduct needs assessments, surveys and/or course evaluations; conduct curriculum re-views; design training tools and instruments; develop or revise training materials and resources; present as subject matter experts;

provide customized leadership consulting and customized training services; and deliver organizational development interventions. FSI reserves the right to approve or disapprove subcontractors, and no obligation or duty arising out of the individual order may be trans-ferred, 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.2. Background The Foreign Service Institute (FSI) provides training and professional development to personnel of the Department of State and other foreign affairs agencies of the U.S. Government. The Leadership and Management School (LMS) helps employees build the leader-ship skills needed to advance America's foreign policy interests at home and abroad.

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. Successful contractors may work individually under the supervision of a COR 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 individually, or in front of audiences large or small, either at FSI or other domestic and overseas locations.

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

This labor category consists of conducting training for Leadership and Management (LMS) courses targeted to senior executive train-ing programs. Individual contractors will be required to do the following tasks:

*Deliver executive leadership courses individually or in teams. These courses may include but are not limited to the Senior Executive Threshold Seminar (SETS), Deputy Chief of Mission Seminar (DCM), and other similar training courses as may be developed or de-livered under the LMS curriculum.

*Follow techniques, methodologies, and approaches set forward by division directors and course managers of LMS.

*Demonstrate expert knowledge of the subject matter for core courses.

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

Professional Qualifications

*Minimum ten years experience in designing and delivering training programs for adult learners with at least five years experience working with federal executives at the GS-15 and FS-01 grade and higher.

*Must be a graduate of an International Coaching Federation-approved coach training program and have at least two years of experi-ence coaching managers or executives.

*Minimum five years experience working with Foreign Affairs agencies (State Department, USAID, intelligence agencies, etc), with specific relevance to embassy operations overseas highly desirable.

*Demonstrated expertise and success in experiential learning methodologies and techniques.

*Demonstrated experience in delivering programs that incorporate blended learning using technologies such as digital videoconferen-cing and webinars.

*Knowledge of and demonstrated experience in incorporating some or all of the following leadership topics into senior executive training: Interpersonal Communication, Strategic Planning, Change Management and Conflict Management.

*Expertise and relevant certifications in education industry standards for analytical tools such as MBTI, Conflict Instruments, 360 as-sessments, and their application to work groups.

*Experience in developing and using needs assessment methodologies, surveys and data gathering instruments.

*Experience evaluating programs, analyzing data, summarizing findings, writing program evaluation reports and presenting recom-mendations.

*Demonstrated knowledge and effectiveness as an organizational consultant or organizational development expert.

CTRN 001 – Instructor: Senior Executive Threshold Seminar (SETS)

Contractor will be a key member of the training team delivering the Senior Executive Threshold Seminar. This class is offered five times per year with a training staff of four trainers (generally two government and two contract staff) with an average class size of

28. Participants are career federal executives newly promoted into the Senior Executive Service or Senior Foreign Service.

Contractor will deliver executive training through three inter-related activities: classroom training, consulting/organizational develop-ment, and executive coaching. A large portion of classroom training is focused on foreign policy coordination, leading embassy-based teams or Washington DC offices, interagency cooperation, and leadership and management skill-building.

The program consists of Week One (Mon-Fri) in the classroom at the Foreign Service Institute in Arlington, VA following by Week Two (Mon-Fri) at a hotel conference center approximately 100 miles from the Washington DC metropolitan area. Travel to the confer-ence center for the students is via bus, departure Monday morning and return Friday afternoon. Contractors are expected to arrive pri-or to the students on the morning of the first day of the offsite via their own mode of transportation. The government provides the stu-dents and contractors four nights lodging & all meals at the conference site. Contractors are expected to be available to students for after-hours coaching sessions, working lunches and trainer meetings during the offsite week.

Rates shall be quoted for the entire class period (two weeks) 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 and one meeting in September to arrange schedules and assign teaching duties among the trainers. Contractors will also participate in trainer meetings throughout the two weeks to review class progress and adjustments to course content. Prepar-ation also includes review of 360-degree leadership assessments of up to seven participants for executive coaching sessions.

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

CTRN 002 – Instructor: Deputy Chief of Mission/Principal Officer Seminar (DCM Seminar)

Contractor will be a key member of the training team delivering the DCM/Principal Officer Seminar. The DCM/PO Seminar is ex-pected to be offered three times per year (May, June and July) with a training staff of 4 trainers (a mix of government and contract staff) and a class size of 28. Participants are career Foreign Service Officers at grades FS-02 through the Senior Foreign Service who will encumber DCM or Principal Officer positions at embassies and consulates overseas.

Contractor will deliver executive training through classroom training and executive coaching. A large portion of classroom training is focused on leadership of embassy-based teams, interagency cooperation, and leadership and management skill-building (communication and coaching). Contractor will also facilitate discussion and analysis of a leadership case study.

This CLIN covers Contractor participation in one week (Mon-Fri) of this 3-week course. Contractors are generally needed for the offs-ite week which takes place at a conference center within 100 miles of Washington DC. The class travels via bus to the offsite loca-tion, departing Arlington, VA Monday morning and returning Friday afternoon. Contractors are expected to arrive prior to the stu-dents on the morning of the first day of the offsite via their own mode of transportation. The Government provides contractors four nights lodging & meals at the conference site. Contractors are expected to be available to students for after-hours coaching sessions, working lunches, and trainer meetings during the offsite week.

Rates shall be quoted for one week 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 government course manager in advance of each class session to discuss schedules and assign teaching duties, and separate review time of 360-degree leadership assessments of up to seven participants for executive coaching sessions.

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

CTRN 003 – Instructor: EEO/Diversity Awareness for Supervisors

This category consists of working individually to deliver an existing FSI course “EEO/Diversity Awareness for Supervisors” or pro-grams. Class size is 28 students with one contract instructor. Contractor will be required to:

*Deliver one or more offerings of an existing two-day course which is generally offered 10-12 times per year at the FSI campus. The course on Diversity Awareness emphasizes supervisory responsibilities in EEO and diversity issues. Lectures, discussions and group activities focus on the Department of State’s EEO and affirmative action regulations and how these regulations can be implemented in a diverse workplace.

*Preparation usually includes one meeting with the USG course manager in September to arrange schedules and course content. Con-tractors will also participate in occasional trainer meetings to review class progress and changes to course content.

For this CLIN (Instructor: EEO/Diversity Awareness), please quote a two-day rate.

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

CTRN 004 – Instructor: Delivery of Other Leadership Courses

This category consists of working individually with other FSI staff or contractor teams to deliver existing or new courses or programs.

Contractor will be required to do any number, but not necessarily all, of the following tasks:

*Deliver classroom training based on new or existing LMS training designs for specific modules or courses that may include but are not limited to: DCM Seminar; Manage to Motivate; Managing Conflict; Problem Solving; and other elements of the Leadership & Management School curricula.

*Deliver training sessions on content-specific leadership topics including but not limited to negotiation concepts, strategic planning, motivation and resilience, and management skills.

*Attend data gathering, planning or working meetings with Contracting Officer Representative, Course Manager, other relevant FSI and Department staff, and/or other subject matter experts.

For this CLIN (Delivery of Other Leadership Courses), please quote a daily rate.

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

CTRN 005 – Services: Curriculum Development, Assessment, and Evaluation

This category consists of working individually with other FSI staff or contractor teams to conduct needs assessments; evaluate existing courses or programs; and develop or revise course designs. Individual contractors will be required to do any number, but not necessar-ily all, of the following tasks:

*Develop and document macro and/or micro training designs for specific modules or courses that include the following: learning ob-jectives, timelines 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.

*Develop and adapt presentations that incorporate the use of educational technology, including blended learning technologies, DVC, webinars, Adobe Connect, and similar methodologies.

*Conduct reviews and assessments of existing curricula, courses, leadership development services and training programs in order to assess impact on audience, whether they meet intended objectives and how they might be improved in terms of goals and guidelines provided by LMS.

*Design needs assessments and survey questionnaires that gather data on training needs, reactions, application and organizational im-pact. Participate in interviews for selected audiences including, but not limited to key officials in the Department of State, senior staff overseas, participants in crisis management exercises, and participants in mandatory leadership skills classes.

*Distribute, collect, and analyze data, and write summary reports to be presented to representatives of LMS.

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

*Design and deliver 360-degree assessments and organizational effectiveness surveys/instruments.

This is an unpriced CLIN (Curriculum Development), and price quotes will be requested by the Government at the time a specific Task Order is generated.

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

CTRN006 - Consulting and Organizational Development Services

This category consists of designing and delivering specialized facilitation and organizational development services. The assumption is that each Organizational Development effort will be unique and can only be designed after a specific request. Contractors will work individually, or in partnership with LMS staff or other contractor(s), to do any number, but not necessarily all, of the following tasks:

*Provide customized organizational development services to offices or work groups aimed at accomplishing specific objectives that will enhance organizational effectiveness and leadership development.

*Outline and present an organizational development and/or training plan that ranges from half a day to two days in length. As part of the plan, interview key officials to develop objectives, deliver summaries of needs assessment interviews or surveys, propose events or activities for the group, and develop timelines to prepare for the event.

*Lead activities, provide interventions, conduct meeting facilitation, provide one-on-one or team coaching, or in other ways provide the services needed to meet the organizational development needs of a specific office, bureau or mission.

*If requested by the Government, submit a final summary of services provided, follow-on action steps, recommendations and a sum-mary report within thirty days of completion of the intervention.

For this CLIN (Consulting and Organizational Development), please quote per half-day rate. Specific dates, days, and number of half-day sessions under this CLIN will be negotiated in advance between the contractor and the Contracting Officer's Representative and specified in each Task Order.

**This section corresponds with Section B, CLINs 025-030**

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 Statement of Work (SOW) 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 (Poor 1- Superior 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 student course evaluations, review of teaching materials and delivery by the Contractor, and observations by the Executive Development Divi-sion leadership 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. The rating between 1-5 will be formulated by the COR based on his/her observation and input from the Executive Development Division leadership.

Customer Satisfaction:

The Contractor must provide effective customer service to the internal FSI 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: stu-dent evaluations; FSI staff feedback; and COR observations. The COR will use his/her expertise and general observance of interac-tions and customer service with FSI staff, and students. The COR's observations will include timeliness of responses 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 (Main Location)

Services under this contract will be performed primarily at the Government's facility located at the George P.

Shultz National Foreign Affairs Training Center (Foreign Service Institute) at 4000 Arlington Boulevard, Ar-lington, VA 22204.

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

Force Majeure: Should the Federal Government or the Department of State, Foreign Service In-stitute, close for any reason (e.g. weather, security threat, emergency situation, etc.) resulting in the cancellation of classes, and the contractor is unable to deliver services, the contractor shall not be paid for that day.

If training is cancelled for 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. If less than five days no-tice is provided by the Government, the contractor may invoice on a pro rata basis depending on services provided up to the date of cancellation

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 with the requirements of the mission and in accordance with good traffic management principles. When it is necessary to use air or rail travel, the Contractor agrees to use coach, tourist class or similar accommodations to the extent consistent with the successful and economical accomplish-ment of the mission for which the travel is being performed. The contractor shall be reimbursed for actual rental/lease of vehicles only if authorized by COR and is in accordance with JTR. Reimbursement of such rental shall be made based on actual reasonable amounts paid by the contractor.

(5) The contractor’s invoices shall include evidence such as a receipt substantiating actual costs incurred for authorized travel. In no event will such payments exceed the rates of common carriers. Airfare costs in excess of the lowest customary standard, coach, or equivalent airfare offered during normal business hours are unallowable except when documented and justified in accordance with FAR 31.205-46(d).

(6) Relocation costs and travel costs incident to relocation are not allowable and will not be reimbursed hereunder.

(b) Per Diem.

(1) The contractor shall not be paid for per diem for contractor personnel who reside in the metropolitan area in which the tasks are be-ing performed. Per diem shall not be paid on services performed:

(a) at the contractor’s main facility, or any other contractor-facility where work is required to be performed under this contract; nor

(b) at any location within a fifty (50) mile radius of any contractor-facility where work is required to be performed under this contract.

(2) Expenses for subsistence and lodging shall be paid to the Contractor only to the extent that overnight stay is necessary and author-ized by the COR for performance of the services ordered under this contract. When authorized, per diem shall be paid by the Contract-or to its employees at a rate not to exceed the maximum rate authorized by the JTR for the specific locality. Fractional parts of a day shall be payable on a prorated basis for purposes of billing for per diem charges. Fractional billing shall be in accordance with JTR.

Reimbursement to the contractor for per diem shall be limited to actual payments to employees for authorized per diem not to exceed the authorized per diem defined herein. The contractor shall retain supporting documentation for per diem expenses as evidence of ac-tual payment.

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 de-termined 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 ef-fects;

*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 Con-tracting 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 situ-ations where their contractor status is not…