sfsiaq15Q7002_Psychology_of_Interpersonal_Persuasion.pdf

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03/17/2015

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Erin E. Williams

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Erin E. Williams 31c. DATE SIGNED

03/17/2015

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SFSIAQ15Q7002

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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 PSYCHOLOGY OF INTERPERSONAL

PERSUASION

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

4. Quality Assurance Plan

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

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

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 Psychology of Interpersonal Persuasion 1.00 EA Design, Development and Pilot Delivery of Course

Doc Ref No: 10315233030 Delivery Date FOB:

Destination

SFSIAQ15Q7002

Line Item Summary

Solicitation Number:

SFSIAQ15Q7002

Contract Number: Title: Diplomatic Persuasion Date of Solicitation:

03/17/2015

Line Item No. Description Quantity Unit Unit Price Total Cost

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 set aside to 100% small businesses.

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 C.

CLIN 1 Psychology of Interpersonal Persuasion:

$______________ for the design, development, and delivery of pilot course (on or about June 1, 2015 to November 30, 2015)

Section C- Descriptions/Specifications/Statement of Work

1. PERFORMANCE WORK STATEMENT FOR PSYCHOLOGY OF INTERPERSONAL PERSUASION

The Foreign Service Institute (FSI) at the Department of State seeks a contractor capable of designing, develop-ing, and delivering the pilot iteration of an experiential multi-day training course: Psychology of Interpersonal Persuasion. FSI is seeking a learning environment in which participants will explore how to use to use psycho-logical techniques to discern points of views and detect non-verbal reactions in order to advocate, influence, and convince. The objective of this course is to provide foreign affairs professionals with the knowledge, skills, and attitudes (KSAs) they need to persuade individuals.

1.0 Introduction

The Foreign Service Institute (FSI) is the training bureau of the U.S. Department of State. FSI is the federal government'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 advance and defend U.S. interests. At the George P. Shultz National Foreign Affairs Training Center located in Arlington, VA, other locations in the Washington metropol-itan 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 ex-ceed 100,000.

For this new course, FSI is seeking to teach the psychology of persuasion in an experiential learning classroom environment. Course content will provide foreign affairs professionals with the ability to assess unstated prefer-ences, inclinations, and points of view and to use insights to advocate, persuade, and convince other individu-als. This course is not a negotiations or conflict management course, but rather a course focused on diagnosing the unstated cues of human behavior and interpreting body language and other non-verbal communication to as-certain attitudes and deception. This course is designed to provide KSAs that may be used across cultures, but the focus of the course is not on specific cross-cultural behavior.

At the completion of this course, participants will be able to:

• Study and practice a range of interpersonal persuasion techniques.

• Discern verbal and nonverbal messages to determine others’ level of agreement and/or genuineness.

• Utilize own nonverbal communications to lead, mirror or contradict others.

• Apply appropriate persuasion techniques to advocate, influence and convince.

The intended audience will be mid-level foreign affairs practitioners - both Foreign Service and Civil Service.

Pilot course participants will be selected in a process managed by FSI. Anticipated class size is 15-20.

Information on the Foreign Service cones or career tracks can be found here:

http://careers.state.gov/work/foreign-service/officer/career-tracks

Information on Civil Service career tracks can be found here:

http://careers.state.gov/work/civil-service

2.0 Key Assumptions

2.1 FSI anticipates the contractor Subject Matter Expert (SME) will have extensive knowledge and familiarity with the body of literature and analysis relevant to the course. This body of literature includes, but is not lim-ited, to this list:

• Methods of Persuasion: How to Use Psychology to Influence Human Behavior, Nick Kolenda

• Influence: The Psychology of Persuasion, Robert B. Cialdini

• Telling Lies: Clues to Deceit in the Marketplace, Politics and Marriage, Paul Ekman

• Persuasion Psychology: 26 Powerful Techniques to Persuade Anyone!, Akash Karia

• Verbal Judo: The Gentle Art of Persuasion, George Thompson

• Nonverbal Communication: Science and Application, David Matsumoto, Mark G. Frank, Hyisung Hwang

3. 0 Contractor Responsibilities

3.1 Overview: For the Psychology of Interpersonal Persuasion course, the contractor shall provide services for the design, development, pilot delivery, and full course transition to FSI.

3.2 Design: FSI is seeking a classroom-based approach for course delivery with a continuous learning element that will require learner engagement and participation after the training program. To design the course, the con-tractor shall:

3.2.1 Validate with FSI the course macro design (paragraph 4.8).

3.2.2 Produce design specifications for a course that includes:

• Instructional design of the classroom content, including a recommended number of days of classroom in-struction (up to five classroom days) to address the KSAs identified in paragraph 4.8 and to meet the learn-ing objectives in the course macro in paragraph 4.8.

• Instructional purpose of each continuous learning element.

• Recommendations for content aligned with course learning objectives.

3.2.3 Provide one or more Subject Matter Experts (SME) who shall develop per the design provided in 3.2.1 and with agreement by FSI, the course content and methodologies for dynamic delivery.

3.2.4 Utilize a standard Instructional Design (ID) approach following ADDIE, SAM, AGILE, or similar models.

3.2.5. Develop course content that enables participants to develop the knowledge, skills and attitudes out-lined in paragraph 4.8.

3.2.6 Design and develop course materials and/or resources to be provided to the course participants with the intent to maximize participants’ practical exposure to and involvement in interpersonal persuasion scen-arios.

3.2.7 Include in the design relevant and appropriate assignments at least two weeks prior to the start of the course; these assignments will serve as the reflective preparation and knowledge foundation for the instruc-tion in the classroom. Delivery of this element will be led by FSI rather than by the contractor.

3.2.8 Ensure that the majority of the classroom time is interactive and explores a wide-range of topics as part of the interpersonal persuasion process.

3.2.9 Develop as part of the design a job-specific scenario/project that requires application of the knowledge, skills and attitudes learned in the classroom; participants must complete the scenario/project after the classroom session, i.e., while carrying out work duties. Delivery of this element will be led by FSI rather than by the contractor.

3.2.10 Include in the design a mechanism to review completion of the project.

3.2.11 Include in the design an Instructor Guide with delivery timetable and rubrics to assess participants’ in-class and post-class performance.

3.3 Classroom Instruction: FSI is seeking a multi-day classroom-based approach for course delivery with a continuous learning element that will require engagement with the learner after the multi-day classroom portion of the training program. To instruct the course, the contractor shall:

3.3.1 Provide SME instructor(s) to deliver the pilot iteration of classroom-based course over multiple days, eight hours per day for with a class size of 15-20.

3.3.2 Provide SME instructor(s) who is dynamic and creates an innovative and interactive classroom environment that enable participants to apply the knowledge, skills, and attitudes listed in the Macro Design at the end of the classroom instruction.

3.4 Full Course Transition to FSI: Following the pilot delivery of the course to FSI, the contractor shall:

3.4.1 Meet with FSI to review course evaluation data and other feedback.

3.4.2 Revise and update course design, facilitators guide, and course materials in accordance with feedback received from students and FSI SMEs during pilot phase.

3.4.3 Transition all course documentation after the pilot iteration and revisions to FSI for continued de-livery by FSI in-house staff. (See Right of Data clause below).

3.5 Key Personnel: To meet paragraph 3.1-3.4, the contractor shall designate key personnel positions that are not limited to but shall include:

• Project Lead.

• Lead Instructional Designer (if different from the Project Lead).

• SME or SMEs to design and deliver the course.

3.6.1 Key personnel shall have the following qualifications:

• A graduate degree(s) in psychology, communication, or other academic field directly related to the psycho-logy of persuasion.

• Demonstrated expertise in designing, developing, and delivering adult education programs – particularly those experiential in nature.

• Expertise in instructional design following ADDIE, SAM, AGILE, or similar models.

• Proven ability to design classroom training materials that include, but are not limited to, instructor lesson plans and classroom guides, media-rich presentations, handouts and other takeaways for learners, and other supporting materials as necessary.

• Demonstrated expertise in the design of continuous learning environments.

• Demonstrated expertise, experience, and ability to incorporate the following into an experiential classroom:

• Psychological drivers and behavior as they pertain to persuasive interactions;

• Understanding the science of persuasion; and

• Interpersonal communication techniques used to influence outcomes.

• Evidence of successful collaboration with diverse stakeholders in the foreign affairs and/or government en-vironment in mentoring and/or design and development of training programs.

3.6.2 The Contractor agrees to assign to this contract those key persons whose resumes were submitted with the proposal necessary to fulfill the requirements of the contract. No substitution shall be made without prior noti-fication to and concurrence of the Contracting Officer. The Contractor shall make no substitutions of key per-sonnel unless the substitution is necessitated by illness, death, or termination of employment. All proposed sub-stitutes shall meet or exceed the qualifications of the person to be replaced. The Contracting Officer shall be notified in writing of any proposed substitution at least forty-five days in advance of the proposed substitution.

Such notification shall include:

(1) an explanation of the circumstances necessitating the substitution;

(2) a complete resume of the proposed substitute; and

(3) any other information requested by the Contracting Officer to enable him/her to judge whether or not the Contractor is maintaining the same high quality of personnel that provided the partial basis for award.

3.7 The Contractor Shall Not Perform the Following Duties: Related to this work, but not included in this re-quest are the following:

• Needs Assessment – FSI has already identified the needs for this course; needs assessment will not be re-quired of the vendor;

• Evaluation Design and Development - FSI will design, develop, and implement Kirkpatrick evaluations.

No vendor action is required; and

• Pilot course audience – FSI will manage selection process for pilot audience.

• Delivery of pre-course and continuous learning assignments.

4.0 FSI Responsibilities:

4.1 FSI will work in conjunction with the contractor by providing internal Subject Matter Experts (SMEs) to consult with contractor course designers;

4.2 FSI will provide additional foreign affairs context for course content developed by the Contractor;

4.3 FSI will maintain final approval of course content, objectives, and materials.

4.4 FSI will provide the classroom facilities with an expected course delivery in summer or fall 2015.

4.5 FSI will provide access to instructor computer and internet in accordance with Department and Dip-lomatic Security regulations.

4.6 FSI will provide technology support for in-classroom AV technology (SmartBoard, DVD players, Screens, Projectors, computers.)

4.7 FSI will conduct all continuous learning elements included in the course design.

4.8 FSI will provide the following initial course macro and will work with the contractor to validate it.

Foundational Document/Macro Design Course Title: Psychology of Interpersonal Persuasion.

NOTE: Following award, contractor will work with the FSI team to validate the macro design.

Course Purpose This course is intended to provide foreign affairs professionals with a framework of psychological techniques to discern points of views and detect non-verbal reactions and behavior with the end goal to advocate, influence, and convince. Course design will put equal emphasis on 1) reading the situation, including non-verbal behavi-or; 2) determining the appropriate persuasion techniques to employ, and 3) applying those techniques to advoc-ate, influence, and convince.

Course Overview The focus of this course is to understand and apply psychological techniques to advocate, influence, and con-vince individuals on an inter-personal level. This course will use a classroom design, but participants also will complete assigned readings, watch assigned videos and interact with fellow participants in advance of either the classroom or sessions. In the classroom, experiential learning methodologies shall be used. Participants will be invited to participate in an ongoing continuous learning environment that offers an array of resources relevant to the topics discussed and relies in large part on participant interaction.

Intended Audience The intended audience will be mid-level to rising senior-level (FS-01 and 02; GS-15 and 14) foreign affairs practitioners – both Foreign and Civil Service.

End-of-course objectives (Terminal Learning Objectives) At the completion of this course, participants will be able to:

• Study and practice a range of interpersonal persuasion techniques.

• Discern verbal and nonverbal messages to determine others’ level of agreement and/or genuineness.

• Utilize own nonverbal communications to lead, mirror or contradict others.

• Apply appropriate persuasion techniques to advocate, influence, and convince.

Knowledge, Skills, and Attitudes Addressed in Course

Knowledge

1. Psychology and Decision-making

1. Unconscious drivers of choice

2. Internal reactions to external factors

3. False consensus bias

4. Non-verbal Language

1. Unintended/involuntary cues of intention and preference

2. Universal and individualized indicators

3. Persuasion Methodologies

1. Range of alternative techniques and approaches in the persuasion process

Skills

1. Ability to detect unconscious drivers of preference and choice

2. Capacity to read non-verbal cues

3. Ability to employ appropriate advocacy technique to achieve identified goals

4. Ability to be self-aware and confident

Attitudes

1. Creative: employ multiple approaches to achieve outcome

2. Flexible/Adaptive: reframe approach to various circumstances

3. Driven: focus toward objectives/desired outcomes

Evaluation Design and Development FSI will design, develop, and implement evaluations using the Kirkpatrick model.

Staff Roles and Responsibilities The selected contractor will design and develop the course content in consultation with FSI-designated SME or SMEs. One to three FSI staff SMEs will be available for part-time consultation, as needed, on Department of State foreign affairs context and FSI course delivery technologies throughout the process.

The selected contractor will deliver the pilot, with FSI staff observing and providing feedback for design revi-sion/correction. In consultation with FSI, the vendor will complete all requested revisions to pilot course mater-ials and then transition the full course to FSI staff for ongoing delivery and maintenance.

Course Structure The course is intended to be multiple classroom days (6 hours each day.) FSI expects the vendor to develop the final course structure working collaboratively with the FSI SMEs. FSI expects an innovative, dynamic ap-proach to this course. FSI envisions the following as potential pre- and post-course activities to support the classroom design. Lists are not meant to be exhaustive.

Pre-work:

Two to three weeks in advance of the course, participants will begin to engage with course content through readings, viewing videos, or other assignments covering topics related to content. Some possible examples in-clude:

• Additional reading and video presentations as determined by the designers; and

• Reflective assignment, e.g., identify one or more scenarios where interpersonal persuasion affects your work. Describe the situation and the impact on your work.

Post-course:

Approximately four to six weeks after course conclusion, participants will reengage with course content. FSI is open to the mechanism for this engagement. Some possible examples include:

• Participants record and post to the continuous learning environment a final presentation of how interperson-al persuasion techniques have been utilized to successfully produce favorable outcomes; and

• Participants are given access to updated material and regular new reading recommendations related to all segments of the course.

Methodologies This course shall be designed as a classroom course with continuous learning elements in which participants de-velop new knowledge, skills, and attitudes through independent or group activities that occur in advance of and after the instructor-led classroom session. The utilization of concluding follow-up activities furthers the learn-ing process, allowing for reinforcement, and supporting increased retention of new knowledge and skills. Fi-nally, the continuous learning environment serves as a resource to participants in their professional assignments.

Materials The selected vendor will design and develop all course materials needed to meet the course learning objectives and to support full course transition to FSI staff. These include:

• Course design for pre-work, pilot delivery, and one concluding follow-on virtual session.

• Design specifications for continuous learning elements that will include:

• Instructional purpose for each continuous learning element; and

• Recommendations for content aligned with course learning objectives.

• Course content.

• Course materials and/or resources to be provided to the audience.

• Instructor Guide with delivery timetable and rubrics to assess participants’ performance in experiential learning activities.

Pilot Phase The pilot phase will likely be limited to mid- to rising senior-level (FS-01 and 02; GS-15 and 14), Washington-based employees.

5.0 Schedule

5.1 FSI is seeking expert support to design and develop the Psychology of Individual Persuasion course for the foreign affairs community, in accordance with the scope of work outlined above.

5.2 FSI anticipates engaging contractor for a six month period of time needed to meet the requirements in para-graph 3.

2. Performance Metrics

Contractor performance under the resulting contract will be closely monitored by the COR/GTM and a final evaluation will be repor-ted upon at the conclusion of the contract period. Listed below are the performance metrics by which the Contractor will be evaluated in addition to the contractor’s adherence to Performance Work Statement (PWS) requirements.

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

WEIGHT RATING DESCRIPTION

5 Superior Contractor routinely demonstrates outstanding un-derstanding of requirement requirements and sig-nificantly exceeds performance standards. Con-tractor has exceptional strengths that significantly benefit the Government.

4 Excellent Contractor demonstrates excellent understanding of program requirements and exceeds performance standards. Contractor has one or more strengths that significantly benefit the Government.

3 Acceptable Contractor demonstrates acceptable understanding of program requirements and has an approach that meets performance standards. Contractor is an ac-ceptable solution and has few or no strengths that benefit the Government.

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

1 Poor Contractor routinely fails to demonstrate under-standing of requirements and approach.

Quality of Design:

The Contractor must adhere to the requirements as outlined in the PWS and deliver a high quality product. The design must be complex, methodologically sound, future-focused, and intellectually challenging, with extensive participant engagement. The design must enable participants to apply long-term strategic skills to their own portfolios. The Contractor must also be responsive to requests from FSI staff within the scope of the contract aimed at increasing quality of the design. Multiple measurements will be used to for-mulate a rating between 0-5 for this evaluation including student evaluations and assessments by the Division Director, Contracting Officer Representative (COR), and other FSI staff.

Quality of Delivery:

The Contractor must adhere to the requirements as outlined in the PWS and provide a high quality delivery of the exercise. The facilitator must be successful in engaging participants throughout this complex and challenging exercise, must use adult learning prin-ciples and must use a dynamic approach to motivate and drive participants’ learning.

The Contractor must also be responsive to requests from FSI staff within the scope of the contract aimed at increasing quality of deliv-ery. Multiple measurements will be used to formulate a rating between 0-5 for this evaluation including student evaluations and as-sessments by the Division Director, Contracting Officer Representative (COR), and other FSI staff.

Timeliness of Performance and Customer Service:

The Contractor must adhere to the deadlines specified by the COR with regard to the submission of the final exercise design and on-time attendance at all required meetings. The Contractor must respond to email or telephone inquiries from FSI staff within two business days. The Contractor must provide effective, professional, and courteous customer service to the internal FSI clients of this contract, including the COR, Division Directors, FSI staff, and students, as well as to any other involved parties, as it carries out its duties in the PWS. Multiple measurements will be used to formulate a rating between 0-5 for this evaluation; student evaluations and feedback, FSI staff feedback, and COR observations.

Overall Effectiveness:

The Contractor will be rated on effectiveness of meeting the objectives of the exercise, specifically whether the exercise helps improve participants’ ability to:

• Read a situation, including non-verbal behavior;

• Determine the appropriate persuasion techniques to employ;

• Apply techniques to advocate, influence, and convince.

This will be measured based on a range of student evaluations and observations by the COR and other FSI staff. FSI will not disclose detailed evaluation data. The COR will compile a composite rating between 0-5 for this evaluation.

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.

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.

4. Quality Assurance Plan

The Contractor shall implement the Quality Assurance Surveillance Plan (QASP) developed as part of its pro-posal. Implementation activities include ensuring that performance standards are met as detailed in the Perform-ance Work Statement, both in terms of timeliness and quality as stated in the QASP. If the Government determ-ines that the Contractor has failed to meet the performance standards, it will result in the development and im-plementation of a Corrective Action Plan (CAP) by the Contractor with the approval of the Government. It is expected that the Contractor will ensure that its training of staff is up-to-date with industry standards

Section F- Deliveries or Performance

52.242-15 Stop-Work Order (Aug 1989)

1. Period of Performance (On or About)

Contract Period of Performance (subject to change based on award date) June 01, 2015 through November 30, 2015

2. Place of Performance

Services under this contract will be performed primarily at Offeror's place of business. Occasional meetings as well as the pilot delivery will be held at FSI.

3. Government Closure

Should the Federal Government or the Department of State, Foreign Service Institute, close for any reason (e.g., snow storm, terrorist threat, emergency situation, etc.) the contractor shall not work/perform services at FSI on that day.

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

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 by reference, to implement provisions of law or Executive orders applicable to ac-quisitions of commercial items:

(1) 52.222-50, Combating Trafficking in Persons (Feb 2009) (22 U.S.C. 7104(g)).

__ Alternate I (Aug 2007) of 52.222-50 (22 U.S.C.7104(g)).

(2) 52.233-3, Protest After Award (Aug 1996) (31 U.S.C. 3553).

(3) 52.233-4, Applicable Law for Breach of Contract Claim (Oct 2004) (Pub. L. 108-77, 108-78).

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the Contracting Officer has in-dicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial items:

[Contracting Officer check as appropriate.]

X (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (Sept 2006), with Alternate I (Oct 1995)(41 U.S.C. 253g and 10 U.S.C. 2402).

__ (2) 52.203-13, Contractor Code of Business Ethics and Conduct (Apr 2010) (Pub. L. 110-252, Title VI, Chapter 1 (41 U.S.C. 251 note)).

__ (3) 52.203-15, Whistleblower Protections under the American Recovery and Reinvestment Act of 2009 (June 2010) (Section 1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Rein-vestment Act of 2009.).

X (4) 52.204-10, Reporting Executive Compensation and First-Tier Subcontract Awards (Jul 2013) (Pub. L.

109-282) (31 U.S.C. 6101 note).

__ (5) 52.204-11, American Recovery and Reinvestment Act--Reporting Requirements (Jul 2010) (Pub. L.

111-5).

__ (6) 52.204-14, Service Contract Reporting Requirements (Jan 2014) (Pub. L. 111-117, section 743 of Div.

C).

__ (7) 52.204-15, Service Contract Reporting…