SFSIAQ15Q4009_Building_Automation_Systems.pdf

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

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

1. REQUISITION NUMBER

5. SOLICITATION NUMBER

SFSIAQ15Q4009

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

DATE

05/14/2015

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

06/17/2015 12:00:00

CODE FSIAQ

FSI OFFICE OF AQUISITIONS (FSI/EX/GSACQ)

4000 ARLINGTON BLVD

ARLINGTON, VA 22204

9. ISSUED BY X UNRESTRICTED OR SET ASIDE: % FOR

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:

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 ____ 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

05/21/2015

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 02/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

SFSIAQ15Q4009

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

1. Set-a-aside

2. Services Parameters

3. Services and Prices

C Descriptions/Specifications/Statement of Work

1. PERFORMANCE WORK STATEMENT FOR BUILDING AUTOMATION SYSTEMS

2. Performance Metrics

3. Data Rights

4. Extent of Obligation

5. Contractors

6. Termination of Contract

D Packaging and Marking

1. Packaging and Marking

E Inspection and Acceptance 52.246-4 Inspection of Services - Fixed-Price (Aug 1996)

1. Inspection and acceptance of the services

2. The Role of Government Personnel and Responsibility for Contractor Administration

3. Quality Standards

F Deliveries or Performance 52.242-15 Stop-Work Order (Aug 1989)

1. Period of Performance (On or About)

2. Place of Performance

3. Government Closure/Cancellations

G Contract Administration Data

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

1. Contract Administration and Funding

2. Invoicing Instructions

3. Problem Notification

4. Travel

H Special Contract Requirements

652.204-70 DEPARTMENT OF STATE PERSONAL IDENTIFICATION CARD ISSUANCE

PROCEDURES (MAY 2011)

1. Non-Payment for Unauthorized Work

2. Smoke Free Workplace Notice

3. Removal from Duty

4. Contractor Self-Identification

5. Parking and Government Facility Entry

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

(AUG 1999)

652.232-72 LIMITATION OF FUNDS (AUG 1999)

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

2004) 52.202-1 Definitions (Nov 2013) 52.203-3 Gratuities (Apr 1984) 52.203-12 Limitation On Payments To Influence Certain Federal Transactions (Oct 2010) 52.203-17 Contractor Employee Whistleblower Rights and Requirement To Inform Employees of Whistlerblower Rights (Sep 2013) 52.204-4 Printed or Copied Double-Sided on Postconsumer Fiber Content Paper (May 2011) 52.204-7 System for Award Management (Jul 2013) 52.204-13 System for Award Management Maintenance (JUL 2013) 52.212-4 Contract Terms and Conditions - Commercial Items (Sep 2013) 52.223-6 Drug Free Workplace (May 2001) 52.227-14 Rights in Data - General (Dec 2007) 52.232-18 Availability Of Funds (Apr 1984) 52.232-19 Availability Of Funds For The Next Fiscal Year (Apr 1984) 52.233-1 Disputes (July 2002) 52.237-2 Protection Of Government Buildings, Equipment, And Vegetation (Apr 1984)

52.242-13 Bankruptcy (July 1995) 52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders - Commercial Items (Jan 2014) 52.217-9 Option to Extend the Term of the Contract (Mar 2000) 52.252-2 Clauses Incorporated by Reference (Feb 1998)

1. Commercial Item Clauses Addendum

K Representations, Certifications, and Other Statements of Offerors or Respondents 52.225-25 Prohibition on Contracting With Entities Engaging in Sanctioned Activities Relating to Iran - Representation and Certification (Dec 2012)

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

52.209-5 Certification Regarding Responsibility Matters (Apr 2010) 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)

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) L.1 Instructions

M Evaluation Factors for Award 52.217-4 Evaluation of Options Exercised at the Time of Contract Award (June 1988) 52.217-5 Evaluation of Options (July 1990) 52.212-2 Evaluation - Commercial Items (Jan 1999)

1. Evaluation Factors

2. Right to Award

3. Determination of Best Value

4. Responsibility

1. Address Offers to

Offerors shall return the complete solicitation package (see L.1 for details), via mail or hand carried in accordance with FAR 52.212-1.

There is no page limit and under no circumstances will electronic copies be acceptable. Offerors are advised that an offer in response to this solicitation is subject to physical examination, x-ray, or other inspection prior to acceptance at the location designated for re-ceipt of offers.

Inspection may be conducted by Government personnel or others acting on behalf of the Government. Any offer received at the ad-dress designated for receipt of offers after the date and time specified elsewhere in this solicitation for receipt of offers shall be pro-cessed in accordance with the late offers provision of this solicitation.

All postal mail will be scanned before it is delivered to this office. In order for your correspondence to be received in a timely manner, the offeror must allow sufficient time (3-4 days) to accommodate inspection by designated security personnel. To facilitate this secur-ity inspection, initial delivery to an alternate office may be required prior to final delivery by the offeror to the address designated for receipt of offers. (CAUTION: Delivery to the security inspection point does not constitute timely delivery for receipt of offers.) Hand carried packages should be delivered to the following address:

If you or a courier is delivering your proposal, please have a Security Officer contact Erin Williams at extension 2-6803 or Christina Costa at extension 2-6772 for pick up. Note, the offer is not considered received until it is in the possession of an acquisitions repres-entative and is date and time stamped.

Please expect a 15-30 minute wait for pick up.

4000 Arlington Blvd Arlington, VA 22204

Express Mail (FedEx, UPS, USPS, DHL, etc.) should be addressed as follows:

Office of Acquisitions Department of State Foreign Service Institute 4000 Arlington Boulevard Arlington, VA 22204 ATTN: Erin Williams

RM: F-2130

Regular Postal Mail:

Office of Acquisitions Foreign Service Institute Department of State Washington, D. C. 20520-4201

2. Authorized Negotiators

The offeror shall, in the spaces provided below, fill in the names of all persons authorized to negotiate with the Government in con-nection with this request for quote. (List the names, titles, telephone numbers and electronic mail address of the authorized negotiat-ors.)

001 Building Automation Systems Base Year

1.00 EA

Doc Ref No: 10315233030 Delivery Date (Start to End) Date FOB:

09/01/2015 to 08/31/2016 Destination

002 Building Automation Systems 1.00 EA

SFSIAQ15Q4009

Line Item Summary

Solicitation Number:

SFSIAQ15Q4009

Contract Number: Title: SPAS/MTT (Building Automation Systems)

Date of Solicitation:

05/14/2015

Line Item No. Description Quantity Unit Unit Price Total Cost

Option Year 1

Doc Ref No: 10315233030 Delivery Date (Start to End) Date FOB:

09/01/2016 to 08/31/2017 Destination

003 Building Automation Systems Option Year 2

1.00 EA

Doc Ref No: 10315233030 Delivery Date (Start to End) Date FOB:

09/01/2017 to 08/31/2018 Destination

004 Building Automation Systems Option Year 3

1.00 EA

Doc Ref No: 10315233030 Delivery Date (Start to End) Date FOB:

09/01/2018 to 08/31/2019 Destination

005 Building Automation Systems Option Year 4

1.00 EA

Doc Ref No: 10315233030 Delivery Date (Start to End) Date FOB:

09/01/2019 to 08/31/2020 Destination

1. Set-a-aside

The Foreign Service Institute, Department of State, anticipates the award of fully loaded firm-fixed priced con-tract which establishes the terms and conditions in accordance with the Performance Work Statement.

This solicitation and subsequent award(s) will follow FAR 12 (commercial items) and FAR 13 (Simplified Ac-quisition Procedures) utilizing the trade-off method for best value. This solicitation is unrestricted.

2. Services Parameters

The services shall be performed in accordance with the Performance Work Statement and the additional para-meters described within this document.

3. Services and Prices

The Contractor shall provide a fully loaded firm-fixed price rate to support the Foreign Service Institute’s requirement as outlined in Section. The contractor shall provide a rate that is equal to one session.

The government intends to award multiple Blanket Purchase Agreements.

Building Automation Systems

Base Year September 1, 2015 - July 31, 2016 $_________/session Option Year 1 September 1, 2016 - July 31, 2017 $_________/session Option Year 2 September 1, 2017 - July 31, 2018 $_________/session Option Year 3 September 1, 2018 - July 31, 2019 $_________/session Option Year 4 September 1, 2019 - July 31, 2020 $_________/session

SFSIAQ15Q4009

Line Item Summary

Solicitation Number:

SFSIAQ15Q4009

Contract Number: Title: SPAS/MTT (Building Automation Systems)

Date of Solicitation:

05/14/2015

Line Item No. Description Quantity Unit Unit Price Total Cost

Section C- Descriptions/Specifications/Statement of Work

1. PERFORMANCE WORK STATEMENT FOR BUILDING AUTOMATION SYSTEMS

Foreign Service Institute, U.S. Department of State

General:

The U. S. Department of State (DoS) requires a service contractor to provide Building Automation Systems (BAS) training to DoS Fa-cility Managers (FM) and locally employed staff (LES) from embassies throughout the world. The contractor will provide all labor, supplies, tools, materials, and equipment necessary to provide the training services as described in the course requirements below.

Background:

The DoS is installing BAS systems in New Embassy Compounds (NEC’s) around the world. Currently there are 100 NEC’s with BAS systems installed by a variety of third party vendors. The implementation of the BAS is providing many challenges for DoS oversight and management; examples of the challenges faced include: varied skillsets among FM’s responsible for BAS operations;

inconsistent power supplies at embassy compounds; varying skill levels among LES responsible for BAS oversight; limited resources for BAS support; limited vendor availability, responsiveness and support; language barriers impacting the ability to train LES respons-ible for BAS management; limited protocol for emergency response when BAS systems fail; lack of knowledge on how to modify BAS parameters for new space allocation or other NEC facility modifications; no best practice strategies for troubleshooting BAS problems; lack of a plan/process for upgrading BAS software that is outdated; and minimal knowledge of how manual overrides or modifications of BAS parameters impacts overall facility operations. These are in addition to the challenges related to a lack of basic BAS operational knowledge. The types of systems installed at NEC’s involve, at a minimum, seven different BAS vendors as well as an undetermined number of third party contractors responsible for the system installations, support, and knowledge transfer.

The goal of this training is to provide FM’s and LES with the knowledge, skills, abilities, and resources necessary for the successful integration, operation, and support of BAS systems at NEC’s as well as existing embassy compounds.

Course Requirements:

The course will train FM’s and LES in the theory, operation and maintenance (O&M), and troubleshooting of BAS in a manner not specific to one brand or manufacturer. At a minimum the course must cover the following:

1. Basic HVAC Control Principles

a. Temperature and Humidity Control Basics

b. Psychometrics

c. Pressurization

d. Energy Management

2. HVAC Controls Fundamentals- Chillers, Boilers, Pumping, Cooling Towers

a. Chiller Plants to include water-cooled chillers and air-cooled chillers

b. Cooling Towers

c. Boiler Plants

3. Air Handlers and VAVs

4. DX Units, Computer Room Air Conditioning Units (CRAC)

5. Building Automation Purpose/Usage

a. HVAC and Lighting Control

b. Security Access and CCTV

d. Energy Management

6. Building Automation Architecture

a. Terms and Definitions

b. Network Backbone – Primary Bus (Ethernet) and controllers

c. Secondary Bus – RS485 (BacNet, Infinet, N2, ModBus, Lon Talk or LonWorks, ZigBee, etc.) and controllers

d. Inputs / Outputs , Programming- Control Logic (Niagara AX)

e. Operator Workstation (OWS) / Human-Machine Interface (HMI)

f. Schedules and alarms

g. Integration of secondary systems using JACE devices (i.e. allowing BacNet devices to talk with LonWorks devices)

7. Building Automation Design

a. AIA Division 15 (Control Specifications)

b. Overview of Control Drawings

c. Overview of Programming (emphasizing the basics, while pointing out the differences with vendors)

d. Overview of Control Check Out

e. Building Integration

f. Overview of critical documentation - Manuals, warranties, and logbooks (creation, maintenance, and how to use the data collected)

8. Testing and Balancing of Air and Water Systems

a. Air Balancing Overview (How Duct Systems are Balanced)

b. Understanding and importance of an Air Balance Report

c. Water Balancing Overview

d. Understanding and importance of a Water Balance Report

9. Indoor Air Quality (IAQ) and Economizer Control

a. CO2

b. Sick Building Syndrome (SBS)

c. Economizers

10. Fuel Tank Management

11. Smoke Evacuation

12. Programming/Troubleshooting

a. Control Strategies - Lead/Lag Operations

b. Sequence of Operations/Schedules

c. System Alarms

d. Basics of Software Troubleshooting

e. How to recognize hardware or software problems

f. Access Control and User Management - creating/removing users (especially defaults included with the system), setting/changing passwords, and controlling access to systems based on user preferences/settings

g. Adding new third party devices and how to program them to work with the existing system

13. General review of the primary differences in the various manufactures products; i.e. Johnson Controls, Honeywell, Trane, Siemens, Andover, etc.

14. Laboratory: The contractor shall plan, estimate, and schedule all material, labor, and equipment to ensure availability for the completion of training requirements within the required time frame of 80 hours (10 days X 8 hours per day). The course will be con-ducted with a combination of lecture and hands on presentations which will allow the student to operate and troubleshoot an actual live BAS system.

Throughout the course the contractor shall integrate lecture with student hands-on exercises. The contractor shall provide a learning laboratory (lab). The contractor shall:

• Provide a “building in a box” or “building on a board” (which will be referred to as a box from this point forward) for each group of 4, at a minimum. This box should simulate an HVAC system in a building.

• The box shall include multiple controllers, panels, and pieces of equipment. The following are required components:

# Variable air volume box with damper # Damper actuator/motor # Three way water valve # Water flow switch (visual representation described below) # Valve actuator # Power supply # Thermostat # Building control Panel # VFD (visual representation, described below) # Water Pump (visual representation, described below) # Chiller (visual representation, described below) # Detection device (CO2 monitor, duct detector, etc)

• The components of the box shall be mounted prior to class or easily mountable to the workplace during class to as-sist in organization and class focus on programming

• The contractor must have a visual to represent large third party devices (i.e. chillers, VFDs, pumps, or water flow de-tection devices) that could not be part of the building in a box due to size or use of water. This can be accomplished with LEDs or small moving parts, but they must be a physical connection to the common network. These visuals will be proof to the student that proper connection has been made to the system

• During the class, the groups shall be responsible for connecting the pieces of the building in a box and connecting it to a class developed logic diagram/program that includes graphical representations accessible via a web browser

• Each box shall consist of different manufacturer devices that will require a JACE to properly communicate with the boxes of fellow students

• The contractor shall bring a building in a box for themselves as well. They shall be completing the exercises with the class to help in the troubleshooting process

• At least one spare box must be provided in the event of failures (in addition to the contractor box), and this box shall display the finished product with programming already completed

• If the box has moving parts, they must be guarded

• The contractor shall provide laptops preloaded with software to program the controllers for the building in a box.

• Each student must have their own laptop

• Each laptop will be assigned a specific piece of equipment in the box

• Each group must not exceed four students

• Each group will represent one building with a unique name (chancery, annex, utility, recreation, etc) for ease of nam-ing when connection to the common network happens

• The contractor must explain at least two networks (one IP and one MSTP) and require the groups to create a pro-gram on each network.

• The primary focus for the programming should be BacNet and LonWorks.

• The contractor shall provide sequences of operation for the equipment in the box, and the programming completed by the groups will follow these sequences.

• Students will be required to complete one sequence on their own (the piece of equipment assigned to their laptop) and then work with their group to connect it to their building panel

• The contractor shall provide equipment which will integrate the different student/building systems into a common plat-form, and instruct them on how to complete the connection

# A document describing the hierarchy of the system provided must be included with the hardware. This document shall show how the pieces in the lab fit together (IP network, secondary bus, etc), but also describe what other products are widely used in each level of the hierarchy.

# The equipment used to integrate the systems shall be JACE devices. Focusing on the JACE-600 (such as the Niagara AX Vykon)

• The contractor must be working from an established program, as opposed to creating the file from scratch in class.

The contractor may create a file in class, for display purposes, but they must be working from a program that they have created in the past (to prevent any programming issues associated with human error).

• The contractor must provide a logbook for each group

• Students must be instructed on the use of logbooks and the necessary additions for a BAS system

• This instruction must be reinforced with input from the students into the logbook throughout the class

• The contractor must review the data written in the logbooks and provide feedback to the students throughout the training (what is missing, what needs more detail, etc)

• A basic template for inputting data into the logbook shall be provided, which must at least include changes, additions, problems, and observations from the BAS user

• After the system is fully functional, the contractor must explain the access control/user management features used in the network. This shall include:

• Creation or removal of users, including the deletion of default users

• Changing or resetting of passwords in the event of a lock-out

• User levels and how to upgrade/downgrade a user (admin, tech, writable, readable etc)

• Preference settings - such as timeout after periods of inactivity, keeping users logged in, and audio settings for alarms

• The contractor must have at least one person who is not addressing the class, but assisting with troubleshooting and bringing people up to speed individually.

• If it is clear that individuals are extremely behind or ahead, the class schedule must be altered to accommodate this problem.

• For instance, if individuals are behind, general instruction might stop an hour early. During this hour, written activities will be distributed to those that are ahead, and personalized instruction will be given to those that are behind.

15. Student material: The contractor shall provide each student and the COR with a hardcopy of all course material in a three ring binder. The contractor shall provide each student and the COR with a soft copy of the course material on DVD. The COR shall re-view and approve all material that will be provided to the students. A sample set of material must be presented to the COR within ten calendar days following the post award meeting. A lab proposal and schedule for the class must be provided with this material and must also be approved by the COR.

At the completion of the training the contractor shall provide written (minimum 20 questions) and performance-based tests. The tests must be graded at the time of the training. Any student who does not achieve a minimum of 70% on the written test shall be coached and retested. The contractor shall provide a copy of each student’s test to the COR within five calendar days of completion of the course. Certificates of Achievement will be provided to each participant signed by an officer of the contractor’s organization and the DoS contracting Officers Representative (COR) on the final day of class.

Equipment/Tools The contractor shall provide all training material, equipment, and tools required to execute the terms of this contract. The COR shall review and approve all equipment and tools used in the training. A detailed bill of materials for equipment and tools must be provided to the COR within ten calendar days following the post award meeting. The COR has the authority to refuse/deny the use of equip-ment or tools if they do not meet the standards described in this document or discussed in the post award meeting.

2. Performance Metrics

Performance Metrics:

PA522 - Building Automation Systems 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. This evaluation will be considered in determining if an option year will be exer-cised.

Listed 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. To be considered successful the Contractor will score a minimum of four (4) in all categories listed below. The Con-tractor will be evaluated using a scale (Poor 1- Superior 5).

5 - Superior:

Contractor routinely demonstrates outstanding understanding of SOW requirements for the awarded course segments and significantly exceeds performance standards. Contractor has exceptional strengths that significantly benefit the Government.

4 - Excellent:

Contractor demonstrates excellent understanding of SOW requirements for the awarded course segments and exceeds performance standards. Contractor has one or more strengths that significantly benefit the Government.

3 - Acceptable:

Contractor demonstrates acceptable understanding of SOW requirements for the awarded course segments and has an approach that meets performance standards. Contractor is an acceptable solution and has few or no strengths that benefit the Government.

2 - Fair:

Contractor routinely demonstrates shallow understanding of SOW requirements for the awarded course segments and approach.

1 - Poor:

Contractor routinely fails to demonstrate understanding of SOW requirements and approach.

Quality:

• The Contractor must adhere to the requirements outlined in the SOW and facilitate a high-quality, coherent, appropriate adult educa-tional program, specific to the teaching segments the Contractor is awarded to deliver in the PA522 - Building Automation Systems course. Multiple measurements will be used to formulate a rating between 1-5 including student feedback, review of teaching materi-als and delivery by course chair(s), and observations by both the Management Tradecraft Training Division leadership and the COR/

GTM.

Timeliness of Performance:

• The Contractor must adhere to the deadlines specified by the COR/GTM with regard to providing training materials, delivering train-ing, and/or participating in debriefs with the course chair as outlined in the Task Order. The rating between 1-5 will be formulated by the COR/GTM based on his/her observation and input from the Management Tradecraft Training Division leadership.

Business Relations/Customer Satisfaction:

• The Contractor must provide effective customer service to the internal FSI clients of this contract – COR/GTM, and Management Tradecraft Training Division staff and students – per their duties in the SOW. The COR/GTM will use his/her expertise and general observance of interactions and customer service with FSI staff, and students. A rating between 1-5 will be tabulated for this evaluation based on student feedback, FSI staff feedback, and COR/GTM observations. The COR/GTM’s observations will include timeliness of responses to inquiries and requests within the scope of the contract and delivery of training.

Cost Control:

• The Contractor must provide effective cost control within the contract award. A rating between 1-5 will be tabulated for this evalu-ation based on COR/GTM observations, including timeliness and correctness of billing/invoicing.

3. Data Rights

Any course material developed under this contract will become property of the Department of State, and the contractor shall share a copy of all materials developed with the course coordinators by email. All materials developed by the Contractor become the property of the Government; and the Contractor/Instructor(s) may not copy or reproduce them in any way for use outside of an FSI class, share them by any means outside of the Foreign Service Institute, or publish them in any fashion without the express permission of the Gov-ernment.

4. Extent of Obligation

There is no specific commitment by either party, until the resulting contract is signed by both the contractor and a Contracting Officer at the U.S. Department of State. There must be a contract signed by the Contracting Of-ficer in place before the contractor comes in to perform services. Performing services without a properly oblig-ated contract in place could result in non-payment for work.

5. Contractors

Awarded offerors under this solicitation understand that they are self-employed contractors and not Government employees. As such, the Contractor is responsible for managing their taxes, health insurance, social security payments, etc. The Government will pay the Contractor based on the fully loaded firm-fixed price rate; the Con-tractor is responsible for paying their personal expenses. The government will pay no benefits under this agree-ment.

6. Termination of Contract

If the government determines that the terms and conditions of the resulting contract are not adequately met, the government reserves the right to terminate for cause. Contracting Officer Representatives are responsible for monitoring contractor performance. Should they observe that a contractor is failing to follow guidance, is un-able to complete designated tasks, cannot work collegially with colleagues, or is demonstrating any other unpro-fessional behavior; the COR will advise the contractor and also notify the Contracting Officer. The government may also terminate for convenience as determined by the government’s needs.

Section D- Packaging and Marking

1. Packaging and Marking

Reserved.

Section E- Inspection and Acceptance

Clause Title

52.246-4 Inspection of Services - Fixed-Price (Aug 1996)

1. Inspection and acceptance of the services

Inspection and acceptance of the services to be provided hereunder shall be made by the Contracting Officer’s Representative (COR) or the Government Technical Monitor (GTM).

2. The Role of Government Personnel and Responsibility for Contractor Administration

Contracting Officer (CO): The CO has the overall responsibility for administering this contract. He/she alone, without delegation, is authorized to take actions on behalf of the Government to: amend, modify, or deviate from the contract terms, conditions, requirements, specifications, details and delivery schedules; make final de-cisions on disputed deductions from contract payments for non-performance or unsatisfactory performance; ter-minate the contract for convenience or default; and issue final decisions regarding contract questions or matters under dispute. Additionally, he/she may delegate certain other responsibilities to authorized representatives.

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.

Government Technical Monitor (GTM): The GTM will assist the COR in discharging responsibilities. The re-sponsibilities 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.

3. Quality Standards

All work performed under this contract shall be of the highest quality standards, consistent with best industry practices, to assure timely provision of services, optimum Department of State satisfaction, and adequate pro-tection of Government assets.

Section F- Deliveries or Performance

52.242-15 Stop-Work Order (Aug 1989)

1. Period of Performance (On or About)

The period of performance of the Blanket Purchase Order shall be approximatel:

Base Year: September 1, 2015 - July 31, 2016 Option Year 1: September 1, 2016 - July 31, 2017 Option Year 2: September 1, 2017 - July 31, 2018 Option Year 3: September 1, 2018 - July 31, 2019 Option Year 4: September 1, 2019 - July 31, 2020

2. Place of Performance

Services under this contract will be performed primarily at the National Foreign Affairs Training Center located at 4000 Arlington Boulevard, Arlington, VA 22204

3. Government Closure/Cancellations

Should the Federal Government or the Department of State, Foreign Service Institute, close for any reason (e.g.

weather, terrorist threat, emergency situation, etc.) the contractor shall not be paid for that day. If the support service is rescheduled, the contractor will be given an opportunity to provide services on a new date.

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

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

COR.

on-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

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

1. Contract Administration and Funding

The Contracting Officer shall issue a written contract to the Contractor providing the necessary funding and au-thorizing the Contractor to begin work.

The Government shall not be obligated to pay the Contractor any amount in excess of the total contract funded amount, and the Contractor shall not be obligated to continue performance if to do so would exceed the total contract funded amount. The contractor shall not perform work beyond the period of performance unless a modification is issued by the Contracting Officer.

The Government reserves the right to terminate the contract for convenience, upon written notice from the Con-tracting Officer.

2. Invoicing Instructions

Due to the nature of the resulting firm-fixed price contract, the contractor may only invoice at the end of services when all deliverables have been successfully accepted by the Government.

Contractor shall submit invoices to one of the following address:

FSIPayable@state.gov (Please request a receipt confirmation)

Or

Department of State Foreign Service Institute Washington, D. C. 20520-4201 ATTN: Office of Budget and Management

The invoice must include the following information:

* Contractor name and address to which payment is to be made;

* DUNS number and tax identification numbers (for individuals this is your SSN);

* Order numbers in Blocks 3 and 4;

* Amount owed by FSI;

* Time payment discount, even if 'net';

* Itemized billing;

* Show ordering office in block 10;

* Cite contract number (Block 2) as well as requisition number (Block 4) in all correspondence;

* Unique vendor invoice number;

* Contact name and telephone number;

* Invoice date;

* Description, price, and quantity of goods/services;

* Date of period of performance (rendered services), delivery and/or shipment of goods.

Failure to submit an invoice with all required information will result in invoice being returned for proper submission. The resubmitted invoice should state the resubmitted date not the original invoice date.

Payment will be due on the 30th calendar day after either (1) the date of receipt of proper invoice in the designated office, or (2) the date the services are accepted by the Government.

3. Problem Notification

The Contractor shall notify the FSI Contracting Officer and COR immediately of all problems that impact or potentially affect the contract, deliverable(s), or project schedule. Such notifications shall be made verbally during normal work hours or at the beginning of the next Government workday. For each problem encountered, the Contractor shall follow verbal notification with a written report to the COR within 24 hours after the identification of the problem. If potential problems impact the contract, please contact the Con-tracting Officer (CO) within 24 hours after the identification of the problem.

In case of dispute, the Contractor must consult with the CO/COR/ACOR, citing conditions of the Performance Work Statement

4. Travel

Although travel is not currently anticipated for this requirement, 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

652.204-70 DEPARTMENT OF STATE PERSONAL IDENTIFICATION CARD ISSUANCE PROCEDURES (MAY 2011)

1. Non-Payment for Unauthorized Work

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

2. Smoke Free Workplace Notice

(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 Shultz Center complex;

as well as all Department of State occupied space in other domestic buildings, whether owned, rented or leased, and to 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 De-partment has adopted a policy prohibiting smoking in the interior of all domestic buildings and facilities effect-ive August 1, 1993.

3. 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).

4. 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 Congress that they are Government officials. Contractor personnel must also ensure that all documents or reports pro-duced by them are suitably marked as contractor products or that contractor participation is appropriately dis-closed. This direction shall be adhered to unless otherwise waived, in writing, by the cognizant Contracting Of-ficer.

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

5. Parking and Government Facility Entry

All parking and government facility entry requirements will be given to the awarded contractor and updated as Department and Bureau policy is issued. Contractors shall obey all motor traffic regulations, posted speed limit and stop signs, designated drop off locations and parking rules. Contractors shall follow all gate identification and entry requirements.

Section I- Contract Clauses

652.225-71 SECTION 8(a) OF THE EXPORT ADMINISTRATION ACT OF 1979, AS AMENDED (AUG 1999)

652.232-72 LIMITATION OF FUNDS (AUG 1999)

652.237-72 OBSERVANCE OF LEGAL HOLIDAYS AND ADMINISTRATIVE LEAVE (APR 2004)

52.202-1 Definitions (Nov 2013)

52.203-3 Gratuities (Apr 1984)

52.203-12 Limitation On Payments To Influence Certain Federal Transactions (Oct 2010)

52.203-17 Contractor Employee Whistleblower Rights and Requirement To Inform Employees of Whistlerblower Rights

(Sep 2013)

52.204-4 Printed or Copied Double-Sided on Postconsumer Fiber Content Paper (May 2011)

52.204-7 System for Award Management (Jul 2013)

52.204-13 System for Award Management Maintenance (JUL 2013)

52.212-4 Contract Terms and Conditions - Commercial Items (Sep 2013)

52.223-6 Drug Free Workplace (May 2001)

52.227-14 Rights in Data - General (Dec 2007)

52.232-18 Availability Of Funds (Apr 1984)

52.232-19 Availability Of Funds For The Next Fiscal Year (Apr 1984)

52.233-1 Disputes (July 2002)

52.237-2 Protection Of Government Buildings, Equipment, And Vegetation (Apr 1984)

52.242-13 Bankruptcy (July 1995)

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

(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are incorporated in this contract…