SFSIAQ14Q4001.pdf

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

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

1. REQUISITION NUMBER

5. SOLICITATION NUMBER

SFSIAQ14Q4001

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

DATE

04/29/2014

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

05/22/2014 03:00:00

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

04/30/2014

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 02/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

SFSIAQ14Q4001

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) 52.217-9 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)

52.233-2 Service of Protest (Sept 2006) 52.252-1 Solicitation Provisions Incorporated by Reference (Feb 1998) 52.216-1 Type of Contract (Apr 1984) 52.216-27 Single or Multiple Awards (Oct 1995)

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

001 PA350 GFMS 5 Day Course Base Year

0.00 EA

Doc Ref No: 10314211009 Delivery Date (Start to End) Date FOB:

07/01/2014 to 06/30/2015 Destination

002 PA350 GFMS 5 Day Course Option Year 1

0.00 EA

Doc Ref No: 10314211009 Delivery Date (Start to End) Date FOB:

07/01/2015 to 06/30/2016 Destination

003 PA350 GFMS 5 Day Course Option Year 2

0.00 EA

Doc Ref No: 10314211009 Delivery Date (Start to End) Date FOB:

07/01/2016 to 06/30/2017 Destination

004 PA350 GFMS 5 Day Course Option Year 3

0.00 EA

Doc Ref No: 10314211009 Delivery Date (Start to End) Date FOB:

07/01/2017 to 06/30/2018 Destination

005 PA350 GFMS 5 Day Course Option Year 4

0.00 EA

Doc Ref No: 10314211009 Delivery Date (Start to End) Date FOB:

07/01/2018 to 06/30/2019 Destination

006 PA351 GFMS 8 Day Course Base Year

0.00 EA

Doc Ref No: 10314211009 Delivery Date (Start to End) Date FOB:

07/01/2014 to 06/30/2015 Destination

007 PA351 GFMS 8 Day Course Option Year 1

0.00 EA

Doc Ref No: 10314211009 Delivery Date (Start to End) Date FOB:

07/01/2015 to 06/30/2016 Destination

008 PA351 GFMS 8 Day Course Option Year 2

0.00 EA

Doc Ref No: 10314211009 Delivery Date (Start to End) Date FOB:

07/01/2016 to 06/30/2017 Destination

009 PA351 GFMS 8 Day Course Option Year 3

0.00 EA

Doc Ref No: 10314211009 Delivery Date (Start to End) Date FOB:

07/01/2017 to 06/30/2018 Destination

010 PA351 GFMS 8 Day Course Option Year 4

0.00 EA

SFSIAQ14Q4001

Line Item Summary

Solicitation Number:

SFSIAQ14Q4001

Contract Number: Title: GFMS/Momentum SPAS/MTT Date of Solicitation:

04/29/2014

Line Item No. Description Quantity Unit Unit Price Total Cost

Doc Ref No: 10314211009 Delivery Date (Start to End) Date FOB:

07/01/2018 to 06/30/2019 Destination

011 System Updates and Course Revisions Base Year

0.00 EA

Doc Ref No: 10314211009 Delivery Date (Start to End) Date FOB:

07/01/2014 to 06/30/2015 Destination

012 System Updates and Course Revisions Option Year 1

0.00 EA

Doc Ref No: 10314211009 Delivery Date (Start to End) Date FOB:

07/01/2015 to 06/30/2016 Destination

013 System Updates and Course Revisions Option Year 2

0.00 EA

Doc Ref No: 10314211009 Delivery Date (Start to End) Date FOB:

07/01/2016 to 06/30/2017 Destination

014 System Updates and Course Revisions Option Year 3

0.00 EA

Doc Ref No: 10314211009 Delivery Date (Start to End) Date FOB:

07/01/2017 to 06/30/2018 Destination

015 System Updates and Course Revisions Option Year 4

0.00 EA

Doc Ref No: 10314211009 Delivery Date (Start to End) Date FOB:

07/01/2018 to 06/30/2019 Destination

016 Travel Costs Base Year

0.00 EA

Doc Ref No: 10314211009 Delivery Date (Start to End) Date FOB:

07/01/2014 to 06/30/2015 Destination

017 Travel Costs Option Year 1

0.00 EA

Doc Ref No: 10314211009 Delivery Date (Start to End) Date FOB:

07/01/2015 to 06/30/2016 Destination

018 Travel Costs Option Year 2

0.00 EA

Doc Ref No: 10314211009 Delivery Date (Start to End) Date FOB:

07/01/2016 to 06/30/2017 Destination

019 Travel Costs Option Year 3

0.00 EA

Doc Ref No: 10314211009 Delivery Date (Start to End) Date FOB:

07/01/2017 to 06/30/2018 Destination

020 Travel Costs Option Year 4

0.00 EA

Doc Ref No: 10314211009 Delivery Date (Start to End) Date FOB:

07/01/2018 to 06/30/2019 Destination

B.1 Supplies or Services and Prices

Section B – Supplies or Services, and Prices/Costs B. 1. The Foreign Service Institute (FSI), Department of State, anticipates the award of a Blanket Purchase Agreement (BPA), which establishes the terms and conditions applicable to future purchases and orders. FSI reserves the right to award multiple Blanket Purchase Agreements.

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.

PA350 GFMS 5 Day Course (On or about) based on a fully loaded, per session rate CLIN 001 Base Year: $__________ per day July 1, 2014 - June 30, 2015 CLIN 002 Option Year 1: $__________ per day July 1, 2015 - June 30, 2016 CLIN 003 Option Year 2: $__________ per day July 1, 2016 - June 30, 2017 CLIN 004 Option Year 3: $__________ per day July 1, 2017 - June 30, 2018 CLIN 005 Option Year 4: $__________ per day July 1, 2018 - June 30, 2019

PA351 GFMS 8 Day Course (On or about) based on a fully loaded, per session rate

CLIN 006 Base Year: $__________ per day July 1, 2014 - June 30, 2015

CLIN 007 Option Year 1: $__________ per day July 1, 2015 - June 30, 2016

CLIN 008 Option Year 2: $__________ per day July 1, 2016 - June 30, 2017

CLIN 009 Option Year 3: $__________ per day July 1, 2017 - June 30, 2018

CLIN 010 Option Year 4: $__________ per day July 1, 2018 - June 30, 2019

(System Updates and Course Changes (On or about) based on a fully loaded, yearly rate CLIN 011 Base Year: $__________ per day July 1, 2014 - June 30, 2015 CLIN 012 Option Year 1: $__________ per day July 1, 2015 - June 30, 2016 CLIN 013 Option Year 2: $__________ per day July 1, 2016 - June 30, 2017 CLIN 014 Option Year 3: $__________ per day July 1, 2017 - June 30, 2018 CLIN 015 Option Year 4: $__________ per day July 1, 2018 - June 30, 2019

Travel Costs (On or about) DO NOT QUOTE THESE RATES, Pricing will be in accord-

SFSIAQ14Q4001

Line Item Summary

Solicitation Number:

SFSIAQ14Q4001

Contract Number: Title: GFMS/Momentum SPAS/MTT Date of Solicitation:

04/29/2014

Line Item No. Description Quantity Unit Unit Price Total Cost ance with Section G.2 Travel CLIN 016 Base Year: $__________ per day July 1, 2014 - June 30, 2015 CLIN 017 Option Year 1: $__________ per day July 1, 2015 - June 30, 2016 CLIN 018 Option Year 2: $__________ per day July 1, 2016 - June 30, 2017 CLIN 019 Option Year 3: $__________ per day July 1, 2017 - June 30, 2018 CLIN 020 Option Year 4: $__________ per day July 1, 2018 - June 30, 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

STATEMENT OF WORK FOR THE GLOBAL FINANCIAL MANAGEMENT SYSTEMS (GFMS) FY2014 SOLICITA-

TION

The School of Professional and Area Studies – Management Tradecraft Training Division of the Foreign Service Institute (FSI) at the Department of State seeks a vendor to utilize current course materials for the classroom environment to train new end users on the

Global Financial Management System (GFMS) software platform. Vendors must meet evaluation criteria stated in section 6 to be con-sidered viable candidates for the proposed contract.

Established in 1947, The Foreign Service Institute (FSI) is the training bureau of the U.S. State Department. FSI is the federal govern-ment's primary training institution for department personnel and the U.S. Government foreign affairs community. The mission of the Foreign Service Institute is to develop the men and women our nation requires to fulfill our leadership role in world affairs and to ad-vance and defend U.S. interests. At the George P. Shultz National Foreign Affairs Training Center, or Shultz Center, located in Ar-lington, VA, other locations in the Washington metropolitan area, and at domestic and overseas regional training centers, FSI offers more than 700 classroom courses, including some 70 foreign languages, about 270 custom-developed distance learning products, and about 2,700 commercial distance learning courses available worldwide 24/7 through the Internet. Annual enrollments exceed

100,000.

1 Background

The Department of State has utilized the Global Financial Management System (GFMS), also known as Momentum, as its primary financial accounting platform for the past 6 years. GFMS is a web-based accounting system providing a single platform for our do-mestic financial data, reporting requirements, and data standardization. The core software product underlying GFMS is the Mo-mentum Financials Commercial-Off-The-Shelf (COTS) system developed by CGI Federal, Inc. The current vendor has, to date, de-signed and implemented the GFMS courses, and trained all Department of State employees on the GFMS software platform.

The Department of State recently upgraded its GFMS platform version from 6.0.9 to 7.0.1 in June of 2013. This was an extensive up-grade (a total of 150 enhancements), impacting all aspects of the GFMS system, from screen layouts to required enhancements to comply with Government accounting and reporting mandates (e.g. Government-Wide Treasury Account Symbol (GTAS); Payment Application Modernization (PAM) and System for Award Management (SAM)).

Within the Department of State, the GFMS financial system is responsible for processing over 40 billion dollars annually. GFMS ac-counts for a wide range of financial transactions from, but not limited to: vendor payments; reimbursable payments to other U.S. Gov-ernment Agencies; Grants disbursements; Depreciation Adjustments; and Data Warehouse reporting. In total, the GFMS system will process over 200,000 financial transactions Department-wide during any given fiscal year. The system contains multiple sub modules allowing data to be imported and exported to various internal Department of State systems as well as non-Department of State sys-tems.

The Foreign Service Institute is now seeking proposals from a vendor to take the lead on all on-going GFMS training for the Depart-ment. FSI wishes to engage the services of a vendor who will provide the following training on the GFMS system.

2 Scope and Objective

The Foreign Service Institute would like a vendor to utilize the current materials to continue providing GFMS new-user training. All revised and newly developed training materials should contain the most recent GFMS implementation. All materials revised and/or developed will become the property of the Department of State.

Via the classroom environment, the vendor will use the current GFMS course materials to train Department of State employees in FSI’s two GFMS courses (one five-day course and one eight-day course) in order to provide new and existing users of the GFMS sys-tem the knowledge and skills needed as end users. The number of sessions is subject to change as demands for additional sessions warrant. The anticipated sessions planned are as follows but are not limited to:

*** 4- Five-day training sessions held on the FSI campus located in Arlington, Virginia. These sessions would entail a total of 40 hours a week (Monday – Friday) of actual instructional time for each session.

*** 2- Eight-day training sessions at the Global Financial Service Center (CGFS) in Charleston, South Carolina. These sessions would entail a total of 64 hours per session of actual instructional time for each session. Note: the 64 hours are for business days (Monday –

Friday and Monday – Wednesday).

Audience Typical enrollees or new end users will include domestically-based direct-hire employees and third party vendors hired by the Depart-ment of State who handle financial information data input into the GFMS software. “New end users” are employees of the Department who have not completed FSI’s GFMS courses but may have worked on the GFMS system in the performance of their jobs. Con-sequently, knowledge of the GFMS system can and will range greatly among enrollees.

Schedule Classes are scheduled begin at 9:00 AM and run until 4:00 PM. Because of the self-paced instructional design students in some classes may need to continue working until 5:00 PM. The vendor is expected to be in the classroom by 8:00 AM to prepare for class and to stay until 5:00 PM if one or more students require assistance or guidance in performing GFMS functions on the computer. The vendor may leave at 4:00 PM if no students remain and the classroom is prepared for the next day’s session.

The vendor and students are entitled to two 15-minute breaks, one in the morning and one in the afternoon, and one hour for lunch.

Specific Requirements The vendor shall prepare the classroom for the next day’s session before leaving each day. Preparation involves arranging all materi-als needed by each student on their desk. This includes training modules, job aids, any supplemental materials required for the class, name tents, highlighter markers, etc. It also includes testing the training database for the next day’s session and promptly notifying the Course Manager if issues were to arise.

The vendor shall coordinate, via the COR, with, but not limited to, FSI Course Managers, GFMS Subject Matters Experts (SMEs) throughout the Department of State, and GFMS software developers to revise and improve training materials. The current materials for the GFMS courses include approximately 1,069 power point slides, a GFMS training database used by students to provide hands-on training, and numerous printed materials used in class. The GFMS materials used for training should incorporate industry standard adult learning methodologies. A class may have a minimum of ten students and a maximum of 30 students. The vendor will be noti-fied of the number of students enrolled in each course two weeks prior to the first training date of the session.

The final product(s) submitted by the vendor must meet the following course and lesson objectives for both the five-day and eight-day courses.

By the end of either session the participants will be able to:

1- Have the ability to navigate through GFMS screens and identify their usage.

2- Explain the roles and responsibilities of a GFMS user domestically.

3- Show how to generate key reports and articulate the usage of said key reports.

4- With the aid of reference (e.g. Standard Operating Procedures) materials, participants will gain hands-on experience using the

GFMS software system.

5- Analyze and interpret input and output (reports) data with the use of case studies.

6- Using the GFMS software, perform hands-on exercises using “what-if” scenarios.

7- Have the ability to explain effective service performance standards that meet current end-user standards.

8- Identify GFMS workflows and relate the workflows to specific office roles.

9- Identify the roles within GFMS and the tasks associated with those roles.

The Government will provide for the course administrative support which will include the following:

a) Provide the vendor with access to information about any major changes/additions to appropriate GFMS training materials, the training database or to basic GFMS or Department procedures as necessary.

b) Provide the vendor with access to classroom computer terminals and the GFMS training databases at least two weeks before class sessions begin.

c) Provide the vendor with the number of students enrolled in each session, two weeks prior to the first training day of the session.

d) Determine the number of training sessions required by the Department of State and establish the GFMS training calendar based on the Department’s needs and priorities.

e) Coordinate the registration of all students and provide the vendor with a copy of a class roster by the start of each training ses-sion. MTT will also provide end of course certificates to be given to the students by the instructor.

f) Provide classroom space, computer terminals and set-up materials including, as necessary, flipcharts, markers, computer and video display for computer screen. FSI-DC Metro classroom facilities are located at 4000 Arlington Blvd., Arlington, VA. Charle-ston classroom facilities are located at Charleston Financial Service Center, 1969 Dyess Avenue, North Charleston, SC.

During the agreement period, the vendor shall:

1. Prepare to conduct training sessions.

1.Study and analyze GFMS materials and submit detailed instructor guides and a daily schedule to COR/ Course

Manager. All vendors must be thoroughly familiar with the materials for each course they will conduct. All vendors must remain current on updates made to GFMS training during the period of performance. This will entail attending at least four of the Department’s monthly Global Financial System Support (GFSS) helpdesk meetings throughout the year. These meetings are four hours in duration.

2.Practice working online with the GFMS training database. Vendors must be able to perform all transactions taught within lessons and exercises. They must also be familiar with the basic information (documents and records) that make up the training database. In addition, they must have knowledge of the system to respond accurately to stu-dent questions.

3.Meet with GFMS Course Manager and SMEs as deemed necessary by the Course Manager to remain current on pending and recently-made updates to GFMS.

2. Vendor’s administrative responsibilities include:

1.Printing and shipping the course materials to the Department’s Charleston Financial Service Center located at 1969

Dyess Avenue, North Charleston, SC. This does not include the power point presentations. Please note, for the FSI-held courses, printing will be done by the Management Tradecraft Training division as long as materials are received one week prior to the start of any FSI held courses.

2.Ensure all students sign the FSI attendance roster and that the roster is returned to the Course Manager or design-ee at the conclusion of the course.

3.Instructors are to promptly inform the Course Manager of absentees.

Additionally instructors are not allowed to excuse students from any segment of the course without prior permission from the Course Manager.

3 Specific tasks to be performed

Materials Development and Delivery

The vendor will provide consulting services on GFMS training. Services may range from telephone consultations to direct assistance with system components in tailoring and implementing project cycles.

The vendor, with input from MTT’s Course Managers, will modify current GFMS training materials to include the following; all cur-rent updates; any future updates; best practices of end users; and any process changes to include reports changes in screen layouts and database functionality.

The vendor will provide a qualified trainer (to be determined by the Contracting Officers’ Representative (COR)) to teach the GFMS sessions and a qualified back-up trainer (to be determined by the COR).

Foreign Service Institute’s five-day course includes the following topics supported by 30 system exercises;

General Overview/Navigation Budget Execution Acquisitions (Purchasing) Accounts Payable Disbursements Travel Accounting

Data Warehouse

CGFS’S eight-day course includes the following topics support by 45 system exercises;

General Overview/Navigation Budget Execution Acquisitions (Purchasing) Accounts Payable

Disbursement General Ledger Accounts Receivable Travel Accounting Fixed Assets Data Warehouse

System Exercises

The vendor will update an existing training database for the GFMS courses. The training database system will provide students hands-on training that supports the above mentioned topics. Within each GFMS course, the vendor will create enough copies of the exercises for each student enrolled and will refresh the training database before the start of each course. There will be minimal system configur-ation needed since the environment is already active and ready for use. The vendor will be responsible for updating the database based on exercise data used in the GFMS courses. Individual system exercises can be three to ten minutes in duration depending on the topic covered. The trainer is expected to assist students as they work through training exercises and provide classroom-type instruction to demonstrate and illustrate the following:

**Reinforce important points or procedures explained in training materials.

**Clarify the use or purpose of certain data fields, functions or procedures which may be confusing.

**Illustrate how to complete specific transactions by demonstration and leading students as they complete a sample exercise.

Course Materials and Updates

Upon an initial contract award to a vendor, the Management Tradecraft Training Division of the Foreign Service Institute (FSI) will provide the vendor a master set of existing course materials for review and study a minimum of ninety days before the start of the Oc-tober 2014 GFMS courses. Any updates and/or revisions to course materials by the vendor will be subject to final approval by the COR. Thus, changes to course materials must be submitted to the COR three weeks prior the start of the October 2014 GFMS course.

All documentation produced under this contract will be unclassified.

Baseline course materials consist of;

**Thirteen separate power point presentations. Nine of the thirteen presentations are the same in both the five-day course and the eight-day course. The eight-day course has four additional presentations. In total, there are 1,069 slides that make up the power point slide decks.

**System exercises consist of forty-five separate exercises. Thirty of the forty-five exercises are the same in both the five-day course and the eight-day course. The eight-day course has an additional fifteen exercises.

**Handouts/Standard Operating Procedures –These will vary depending on whether there are any GFMS system updates or policy changes within the Department of State.

Payment After satisfactory completion of services rendered and submission of a completed invoice to FSI’s designated billing office, payment of one lump sum shall be made after each course delivery. Please note providing supporting documentation of all travel-related costs, where applicable (i.e. receipts), is required.

5 Key Personnel and Other Department of State Stakeholders The vendor will provide a project manager and a lead trainer as points of contact.

1.Instructor(s) will be evaluated classroom via observations by the COR on their ability to;

i.Relate subject matter to work situations.

ii.Keep discussions focused on relevant topics.

iii.Encourage participation among students.

iv.Prepare daily to deliver classroom instruction to students.

v.Manage classroom time effectively so that all topics are covered daily.

vi.Adapt GFMS updates and changes into GFMS courses.

vii.Respond promptly to both student and COR inquiries.

viii.Ensure attendance rosters are completed 2.Achieving an initial baseline favorable rating (65% to 75%) among student evaluations at the end of the session, with the expectation that the instructors’ ratings will show continual improvement.

3.Project Manager will be evaluated on his/her ability to;

i.Respond promptly to both the Contracting Offer’s and COR’s inquires.

ii.Manage contract costs.

iii.Adapt GFMS updates and changes into GFMS courses.

iv.Provide a high standard quality of work submitted.

FSI will provide a Contracting Officer’s Representative (COR) as point of contact to the vendor. The COR’s role is to ensure that both FSI and the vendor are in compliance with contract terms.

The vendor will coordinate, via the COR, with the Department’s Global Financial System Support (GFSS) helpdesk to incorporate common issues end users find challenging in using the software platform and will adjust training materials to overcome those chal-lenges.

C.2 Performance Metrics

SPAS/MTT GFMS/Momentum Training 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 (Poor 1- Superior5). 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: July 1, 2014 – June 30, 2015 Option Year 1: July 1, 2015 – June 30, 2016 Option Year 2: July 1, 2016 – June 30, 2017 Option Year 3: July 1, 2017 – June 30, 2018 Option Year 4: July 1, 2018 – June 30, 2019

F.2 PLACE OF PERFORMANCE

The vendor will conduct four five-day sessions on the FSI campus, located in Arlington, Va., during the following the months; October, January, April and July with exact dates TBD.

The vendor will conduct two eight day sessions at the Department of State’s Charleston, SC location during the months; November, and May with exact dates TBD.

Course offerings are subject to change.

These locations and dates will be discussed with the contractor prior to the issuance of a BPA Call.

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

A scheduled offering may be cancelled at the convenience of the government due to low enroll-ment. The vendor will be given two weeks’ notice prior to cancellation of either GFMS course and will not be eligible for compensation. Please refer to the Federal Acquisitions Regulations (FAR) for additional details. – FAR 52 215-4.

Government Closure/ “Liberal Leave” Days Please refer to the Department of State’s Standard Acquisition Regulations (DOSAR) for addi-tional details.

In the event of a Federal Government closure or liberal leave due to snow, weather, emergency, holiday, declaration, etc., the vendor’s instructor must ensure all topics are covered either in class held during the remaining days of the week or by assigning homework. The vendor’s in-structor will then be responsible for reviewing assignments to ensure students have gained the required skills and can explain all topics in the course.

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 no-tification 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

Authorized Travel Expenses

1) When GFMS training courses are scheduled and held outside of the metropolitan Washington, DC area, the cost of travel will be reimbursed based on the Federal Travel Regulations (FAR).

2) GFMS courses held within the Washington, DC metropolitan area are not subject to travel reimbursement of any kind. If a vendor has personnel traveling to DC for the purposes of training or consultations or meetings with the COR/Course Managers or SME’s, travel expenses will not be reimburse. In rare instances the vendor may be required teach GFMS courses at other Department of State facilities. The Washington DC metropolitan area is defined as any Department of State building and/or annex within a fifty mile radius of the FSI campus in Arlington, Va., so travel expenses will not be reimbursed.

Travel outside of Metropolitan Washington, DC shall be in accordance with the GSA Federal Travel Regulations and the Department of State Travel Regulations. All travel arrangements, including air reservations, obtaining passports and visas, are the sole responsibil-ity 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 obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public, of other government personnel, or Con-gress that they are Government officials. Contractor personnel must also ensure that all documents, emails or reports produced by them are suitably marked as contractor products or that contractor participation is appropriately disclosed. This direction shall be adhered to unless otherwise waived, in writing, by the cognizant Contracting Officer.

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

H.4 GOVERNMENT FURNISHED PROPERTY

The government will furnish classroom space and other appropriate furnishings, books, sup-plies, computer hardware, and basic AV equipment (SmartBoards, Powerpoint projectors) ap-propriate to the performance of tasks. Secretarial support and office space for contractors are unavailable. Any specialized equipment (cameras, tripods, monitors, digital media) needed by the contractor to deliver media training must be supplied by the contractor.

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

52.204-99 SYSTEM FOR AWARD MANAGEMENT REGISTRATION (AUGUST 2012) (DEVIATION)

Except for awards where the Government wide purchase card (GPC) is used as the method of payment, con-tracting officers shall include the attached clause 52.204-99, System for Award Management Registration, in lieu of FAR clause 52.204-7, Central Contractor Registration, and DF ARS 252.204-7004, Alternate A, Central Contractor Registration.

System for Award Management Registration (August 2012) (DEVIATION)

(a) Definitions. As used in this clause-

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

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

(1) A code assigned by the Defense Logistics Agency (DLA) Logistics Information Service to identify a commercial or Government entity; or

(2) A code assigned by a member of the North Atlantic…