SFSIAQ16Q3002.pdf

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

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

1. REQUISITION NUMBER

5. SOLICITATION NUMBER

SFSIAQ16Q3002

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

DATE

03/15/2016

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME

Erin E. Williams

b. TELEPHONE NUMBER (No collect calls)

c. EMAIL williamsee3@State.gov

8. OFFER DUE DATE / LOCAL

TIME

04/15/2016 14:00:00

CODE FSIAQ

FSI OFFICE OF AQUISITIONS (FSI/EX/GSACQ)

4000 ARLINGTON BLVD

ARLINGTON, VA 22204

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

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

X

WOMEN-OWNED SMALL BUSINESS (WOSB)

ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

8(A)

NAICS:

SIZE STANDARD: $11,000,000

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 ARE X ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4, 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN __4__ COPIES TO

ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER ALL ITEMS SET FORTH

OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL SHEETS SUBJECT TO THE

TERMS AND CONDITIONS SPECIFIED.

29. AWARD OF CONTRACT: REF. OFFER DATED . YOUR OFFER ON

SOLICITATION (BLOCK 5) INCLUDING ANY ADDITIONS OR CHANGES WHICH

ARE SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30b. NAME AND TITLE OF SIGNER (TYPE OR PRINT) 30c. DATE SIGNED 31b. NAME OF THE CONTRACTING OFFICER (TYPE OR PRINT)

Erin E. Williams 31c. DATE SIGNED

03/15/2016

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 02/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

SFSIAQ16Q3002

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

001 Leadership Assessment, Audit, and Benchmarking 1.00 EA Doc Ref No:

Delivery Date

(Start to End) Date FOB:

06/01/2016 to 11/30/2016 Destination

A.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:

4000 Arlington Blvd Arlington, VA 22204 If you or a courier is delivering your proposal, please have a Security Officer contact Christina Costa at extension 2-6772, Gloria Blackshear at 2-7734, or Erin Williams at extension 2-6803 for pick up. Note, the offer is not considered received until it is in the pos-session of an acquisitions representative and is date and time stamped.

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

Express Mail (FedEx, UPS, 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

A.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.)

B.1 Set-Aside

SFSIAQ16Q3002

Line Item Summary

Solicitation Number:

SFSIAQ16Q3002

Contract Number: Title: Leadership Training Assessment, Audit, and Benchma

Date of Solicitation:

03/15/2016

Line Item No. Description Quantity Unit Unit Price Total Cost

The Foreign Service Institute, Department of State, anticipates the award of one fully loaded firm-fixed price contract which establishes the terms and conditions applicable to future services performed in accordance with Section C of this document.

This solicitation will follow FAR 12 (commercial items) and FAR 13 (Simplified Acquisition Procedures) util-izing the trade-off method for best value. This solicitation is set aside 100% Woman Owned Small Businesses under NAICS code 611430.

B.2 Service Parameters and Pricing Structure

The Department of State, Foreign Service Institute anticipates awarding one fully loaded, firm-fixed price contract from this solicitation. The anticipated contract period of performance is for six months from the date of award.

The services shall be performed in accordance with Section C and as further desscribed in this document.

The offeror shall provide a fully-loaded firm-fixed price to support the Foreign Service Institute's requirement as outlined in Section C.

CLIN 001 Leadership Assessment, Audit, and Benchmarking $_________________________ for entire requirement.

The Government will grant a contract financing in the form of three partial payments in accordance with the following payment struc-ture:

1st Payment shall be 15% of the total cost upon completion of Leadership Training Needs Assessment (see Section C, Performance Work Statement for details)

2nd Payment shall be 15% of the total cost upon completion of Audit of Leadership and Management Training in Existing FSI Courses and Benchmarking Study of Leadership Development Programs and Leadership and Management Training Continuum

3rd and final payment shall be 70% of the total cost upon successful completion of the entire contract requirement, as approved by the Contracting Officer Representative.

C.1 Performance Work Statement

U.S. Department of State Foreign Service Institute (FSI)

Leadership and Management School (LMS) Executive Development Division (EDD)

Leadership Training Assessment, Audit, and Benchmarking Performance Work Statement

Background

Secretary of State Kerry envisioned the 2015 Quadrennial Diplomacy and Development Review (QDDR) as “the blueprint for the next generation of American diplomacy.” Investing in an agile, skilled workforce is one of the three overarching pillars of the QDDR. Two of the strategic directives under the workforce pillar are central to the work of FSI’s Leadership and Management School. First, the QDDR called for enhancing and reshaping leadership training through classroom training, coaching … and virtual learning plat-forms... Second, it called for increasing leadership accountability and to elevate the practice of leadership at all levels in part by mak-ing continuous feedback a priority throughout an employee’s career.

FSI developed an Action Plan for Leadership Training in response to Secretary Kerry’s call for plans to help implement the QDDR goals. The Leadership Training Action Plan consists of four objectives, two of which are key foundations for this statement of work.

The first objective outlines steps that LMS will take to overhaul the leadership training continuum. Objective #1 states:

LMS will assess, enhance, and reshape mandatory leadership training and the broader leadership training continuum from the early stages of an employee’s career on up through the senior levels to develop effective leaders and foster a culture of leadership throughout the Department.

Objective #4 states:

FSI will expand virtual and blended leadership training to precede and follow classroom-based learning, including distance learning, DVC options, and other virtual tools. FSI will integrate this new leadership learning model into the reshaped leadership development continuum outlined in Objective 1.

Objectives 2 and 3 focus on increasing the availability of professionally certified coaches and ensuring that resilience is a core com-ponent of the new leadership development program.

In order to begin the process of reshaping leadership training and the broader leadership and management training continuum, LMS seeks outside expertise to:

(1) develop a comprehensive leadership training needs assessment,

(2) conduct an audit of leadership and management training in existing FSI courses, and

(3) conduct a benchmarking study of leadership development programs and leadership and management training continuum in use by other federal agencies and in the private sector.

These three products will serve as a foundation for LMS to move forward with identifying options for overhauling its existing leader-ship training and development continuum and more fully incorporating continuous and blended learning elements, online modules, coaching, and other mechanisms to best meet the training needs of the Department. The results of this research will inform the reshap-ing of a new Leadership Development Continuum. This contract work will complement in-house work already under way on with the leadership development continuum, including aligning and sequencing core content throughout existing courses at the mid- and seni-or-levels.

Additional Background on Department of State, Foreign Service Institute, Leadership and Management School

The work of FSI’s Leadership and Management School (LMS) – catalyzing and growing a culture of leadership within the Depart-ment and providing needs-based leadership and crisis management training to prepare Department personnel to face global leadership challenges through their careers – provides the essential foundation for a successful American foreign policy.

The Secretary of State has mandated leadership training from mid through senior grade levels to ensure that employees have the ne-cessary training for increasing levels of responsibility. Through its three divisions, Executive Development, Leadership Training, and Crisis Management Training, LMS is responsible for providing this training and more. Through the activities of these divisions, LMS offers leadership and management training courses and services, intended to develop the leadership abilities of employees from entry level through senior ranks, and provide tailored organizational and other leadership development services to bureaus, offices, and mis-sions to help them function effectively.

A comprehensive assessment and reshaping of leadership training and development services are necessary to realize the FSI Forward vision and fulfill FSI’s commitment implement the strategic directives outlined by Secretary Kerry’s QDDR implementation plan. Ul-timately, a more robust and continuous leadership development continuum will help to develop more effective leaders at all levels and strengthen the State Department and its ability to advance U.S. foreign policy interests.

Contractor Requirements

FSI will rely on outside, expert contractors to conduct three sets of analytical inquiries that will be individually summarized as well as incorporated into a single written product that ties the three pieces together and highlights overall implications for LMS plans to devel-op a new leadership development continuum. The three analytical inquiries include:

1. Leadership Training Needs Assessment

2. Audit of Leadership and Management Training in Existing FSI Courses

3. Benchmarking Study of Leadership Development Programs and Leadership and Management Training Con-tinuum

Leadership Training Needs Assessment – Contractor will conduct and publish a comprehensive leadership and management training needs assessment for the Department’s workforce. This assessment will draw from multiple sources of information:

• Existing internal surveys, assessments, focus group reports, and related material

• Existing competencies, precepts, principles that are required for specific categories of employees

• Internal subject matter expert opinion (e.g., trainers, administrators, and HR officials)

• Clients/students that FSI serve (including via focus groups or similar methods)

• Other categories of stakeholders as determined by the contractor in consultation with LMS staff

The design and implementation of the needs assessment will be led by the contractor, but must incorporate regular consultation with, and feedback from, leading LMS staff members. A written report, as well as an in-person presentation and discussion of the findings, is required upon completion.

Audit of FSI Courses – Contractor will audit FSI courses to assess consistency in the implementation of leadership and management principles and suitability given the findings of the Leadership Needs Assessment. The audit should include:

• Courses and course modules across FSI that address leadership, management, crisis leadership, and resilience

• Courses and modules in LMS as well as other schools/divisions of FSI

• Online courses (FSI produced)

• Some degree of assessment of other leadership and management training by other bureaus

The audit should begin while the training needs assessment is underway, but the final analysis and written report should not be com-pleted until after the training needs assessment is completed (or near completion) so that the audit findings can incorporate those into the assessment. The design and implementation of the audit will be led by the contractor, but must incorporate regular consultation with, and feedback from, leading LMS staff members. A written report as well as an in-person presentation and discussion of the findings is required upon completion.

Benchmarking Study – Contractor will conduct a benchmarking study of leadership development and training programs used else-where in the federal government and in the for-profit and non-profit sectors to identify best practices and potential application by the Department. It is recommended that the benchmarking study include a total of 7 to 10 organizations, including, for example, 3 federal government agencies, 3 for-profit companies, and 2 to 3 non-profit or intergovernmental organizations. The benchmarking study should include first person research and interviews with representatives from the respective organizations. The study should also ad-dress core questions, including:

• Stated goal of program and numbers of employees affected

• How long it has been in place and level of senior level support

• Extent and ways in which online, virtual, and blended learning approaches are used

• Metrics used for evaluation and overall impact of programs on the organization and its workforce

• Actual or estimated costs of programs

• Best practices for designing and implementing

• Potential applicability to DOS/FSI

The Benchmarking study should include an analysis of each of the individual organizations as well as an analysis of the collective set of organizations and their approaches. The design and implementation of the benchmarking study will be led by the contractor, but must incorporate regular consultation with, and feedback from, leading LMS staff members. The summary analysis should incorporate some examination of key factors across all of the organizations that helped to contribute to or impeded success and address lessons learned writ large. A written report as well as an in-person presentation and discussion of the findings is required upon completion.

Synthesis Analysis and Implications The three sets of inquiries above will serve as the foundation for the final report and in-person presentation of findings. The final component of the overall scope of work is to examine the three research products collectively and identify the implications of the find-ings for the State Department’s needs and options for LMS as it undertakes initial steps toward overhauling the broader leadership training and development continuum. For example, the final analysis section should discuss what training needs are insufficiently be-ing met based on the needs assessment and how they can be better met through the existing training or through best practices identi-fied in the benchmarking study or otherwise.

***Additional in-person meetings will be required at FSI throughout the duration of the contract. These meetings will be at the ex-pense of the contractor.***

C.2 Performance Metrics

Performance Metrics Leadership Training Needs Assessment, Audit, and Benchmarking

This contract will be closely monitored by the Contracting Officer's Representative (COR) throughout duration of the contract and will be reported upon at a minimum one time during the contract period and once at the conclusion of the contract. The performance metrics by which the contractor will be evaluated are listed below. Multiple measurements will be used to formulate a rating between 0-5 for this evaluation including feedback from contracting review team and LMS senior officers.

Research Quality

• Utilized methods that were engaging, appropriate, and comprehensive in soliciting information detailed in the PWS.

• Utilized a balanced set of methods or instruments in soliciting information (e.g., surveys, focus groups, interviews, other).

• Employed a balanced approach to collection of quantitative and qualitative data.

• Employed a balanced approach to input from various career levels, employee categories, and demographic back-ground for the needs assessment.

• Utilized personnel that were qualified and effective in their abilities to conduct specified research.

Quality of Service and Product Delivered

• Provided services and products that successfully met or succeeded those outlined in the PWS.

• Utilized effective methods to communicate findings of research, including a combination of quantitative and qualitative products that were presented with graphics and other visuals as appropriate.

• Produced highly professional, accurate, and detailed final reports and presentations.

• Substantially contributed to LMS overarching goal of “identifying options for overhauling its existing leadership train-ing and development continuum and more fully incorporating continuous and blended learning elements, online mod-ules, coaching, and other mechanisms to best meet the needs of the Department…and inform the reshaping of a new Leadership Development Continuum.”

Business Relationships and Communications

• Was proactive, professional, and responsive in communications and interactions with LMS staff and other stakehold-ers.

• Was available for ongoing and regular feedback and dialog with COR and other members of the contracting review team.

• Was responsive to feedback from LMS staff and review team.

Timeliness of Performance Adhered to the deadlines specified in the PWS.

E.1 Inspection and Acceptance of 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).

E.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.

E.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.

F.1 Period of Performance and Contract Type

The Government anticipates awarding one fully loaded firm-fixed price contract from this solicitation. The an-ticipated period of performance will be six months from the award date.

The period of performance will commence on or about 6/1/16, however the actual date may change.

The schedule of deliverables shall be outlined by the contractor and will be mutually agreed up based on discus-sions between the Government and contractor.

On or About: June 1, 2016 - November 30, 2016

F.2 Place of Performance

The contractor shall perform a majority of services under this contract at their own designated worksite, but is expected to spend a significant amount of time at FSI and possibly at State Department headquarters meeting with stakeholders and with LMS staff in addition to conducting in-person presentations at FSI.

The performance work statement specifies a total of four (4) in-person meetings, however additional in-person meetings will be required at FSI. These meetings will be at the expense of the contractor.

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

(a) The Contracting Officer may designate in writing one or more Government employees, by name and posi-tion title, to take action for the Contracting Officer under this contract. Each designee shall be identified as a Contracting Officer's Representative (COR). Such designation(s) shall specify the scope and limitations of the authority so delegated; provided, that the designee shall not change the terms or conditions of the contract, un-less the COR is a warranted Contracting Officer and this authority is delegated in the designation.

(b) The COR will be designated by the Contracting Officer at the time of award.

(End of clause)

FSI1 FSI Invoicing Instructions and Non-Payment for Unauthorized Work

Non-Payment for Unauthorized Work

The Government shall not be obligated to pay the Contractor any amount in excess of the total contract funded amount.

The contractor shall not perform work outside the period of performance unless a modification is issued by a Contracting Officer.

An unauthorized commitment is an agreement/change in the level or quantity of services being provided, that is not binding solely because the Government representative who made it lacked the authority to enter into that agreement/change on behalf of the Federal Government.

No payments will be made for unauthorized services or for any unauthorized changes to the work specified in Section B Supplies or Services and Prices/Costs or Section C Descriptions/Specifications/Statement of Work (if applicable). This includes any services performed by the contractor of their own volition or at the request of an individual other than a duly appointed Contracting Officer. Only a duly appointed Contracting Officer is au-thorized to change the specifications, terms, and/or conditions of this contract.

Personnel without procurement authority who order supplies or services, who attempt to change the terms and conditions of an existing contract, or who commit the Government to pay the contractor for anything received, may be referred for disciplinary action and may also be liable for payment.

FSI Invoicing Instructions

Contractor shall submit invoice to one of the following addresses:

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;

* Contract number in Block 2 (if any);

* Order number in Block 3;

* Requisition/Reference number in Block 4 (if any);

* Ordering office in Block 10;

* Amount owed by FSI;

* Time payment discount, even if 'net';

* Itemized billing;

* 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 sub-mission. The resubmitted invoice should state the resubmitted date not the original invoice date.

Please cite the contract number, if any (Block 2), the order number (Block 3), and the Requisition/Reference number (Block 4) in all correspondence.

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

(end of clause)

G.1 Government Furnished Property

The Government will provide a computer, internet access, a projector, and other essential equipment for the in-person briefings. The Government may also provide temporary office space, access to printers and copiers, and related administrative resources during the contract period as it relates to in-person meetings and presentations.

G.2 Standards of Conduct

The Contractor shall ensure that personnel assigned to this contract observe the highest standards of personal and professional con-duct, and that employees performing functions outside the United States observe the requirements of the local law and applicable US mission regulations, including but not limited to instructions or policies governing outside employment, commercial activities, cur-rency exchange, and travel restrictions.

The Contractor is responsible for recruiting and hiring only those personnel who can maintain the standards of conduct required under this contract. Additionally, the Contractor is responsible for maintaining satisfactory standards of employee conduct and integrity and shall be held fully accountable for the conduct of its employees and its subcontractor’s employees.

If the Contracting Officer determines that continued performance under this contract by any Contractor or subcontractor personnel is contrary to the public interest, the Contractor shall remove the employee from all work under this contract.

Additionally, the Contractor shall adhere to the prohibition of specific activities including any unauthorized involvement in trafficking of person, unauthorized frequenting locations known to be involved with prostitution or trafficking persons, any involvement with the soliciting of persons for the purpose of engaging in sexual acts and any participation in sexual activity in exchange for any monetary or non-monetary form of consideration as described in FAR 52.222-50.

G.3 Technical Direction

Guidance and specific direction in carrying out the stated requirements within the context of FSI will be provided by the COR, ACOR, or GTM (to be identified when the contract is awarded) on an ongoing basis.

Contractor personnel will be expected to carry out instructions received from the COR, ACOR, or GTM in a professional and timely manner. The contractor shall not take direction from anyone who is not the Contracting Officer, or appropriately designated as COR, ACOR, or GTM.

652.204-70 DEPARTMENT OF STATE PERSONAL IDENTIFICATION CARD POLICY AND PROCEDURES (FEB 2015)

a) The Contractor shall comply with the Department of State (DOS) Personal Identification Card Policy and Procedures for all employees performing under this contract who require frequent and continuing access to DOS facilities, or information systems. The Contractor shall insert the substance of this clause in all subcon-tracts when the subcontractor’s employees will require frequent and continuing access to DOS facilities, or in-formation systems.

(b) The DOS Personal Identification Card Policy and Procedures may be accessed at ht-tp://www.state.gov/m/ds/rls/rpt/c21664.htm.

(End of clause)

H.1 Data Rights

All materials development by the Contractor under this contract become property of the Government; and the Contractor shall not copy or reproduce them in any way for use outside of the Government, share them by any means outside of the Foreign Service Insti-tute, or publish them in any way without the express permission of the Contracting Officer Representative.

H.2 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.

H.3 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.

To gain initial entrance into the building of the National Foreign Affairs Training Center (NFATC), the Con-tractor Company and/or Contractor will be required to go to the Visitor's Center (NFATC) for access into the building.

H.4 Smoke-Free Workplace

(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.

Clause Title

52.202-1 Definitions (Nov 2013)

52.203-3 Gratuities (Apr 1984)

52.203-5 Covenant Against Contingent Fees (May 2014)

52.203-7 Anti-Kickback Procedures (May 2014)

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

52.203-16 Preventing Personal Conflicts of Interest (Dec 2011)

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

52.204-9 Personal Identity Verification of Contractor Personnel (Jan 2011)

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

52.212-4 Contract Terms and Conditions--Commercial Items (May 2015)

52.217-8 Option to Extend Services (Nov 1999)

10 days of the contract expiration date;

52.223-6 Drug Free Workplace (May 2001)

52.227-14 Rights in Data - General (May 2014)

52.232-1 Payments (Apr 1984)

52.232-18 Availability Of Funds (Apr 1984)

52.232-23 Assignment of Claims (May 2014)

52.232-25 Prompt Payment (Jul 2013)

52.232-40 Providing Accelerated Payments to Small Business Subcontractors (Dec 2013)

52.233-1 Disputes (May 2014)

52.233-3 Protest after Award (Aug 1996)

52.233-4 Applicable Law for Breach of Contract Claim (Oct 2004)

52.244-6 Subcontracts for Commercial Items (Feb 2016)

52.245-1 Government Property (Apr 2012)

Clause Title

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

652.232-70 Payment Schedule and Invoice Submission (Fixed-Price)(Aug 1999)

652.237-72 OBSERVANCE OF LEGAL HOLIDAYS AND ADMINISTRATIVE LEAVE (FEB 2015)

52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders--Commercial Items (Feb 2016)

(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) 52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (Nov 2015)

(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)(Public Laws 108-77 and 108-78 (19 U.S.C. 3805 note)).

(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. 4704 and 10 U.S.C. 2402).

__ (2) 52.203-13, Contractor Code of Business Ethics and Conduct (Oct 2015) (41 U.S.C. 3509)).

__ (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 (Oct 2015) (Pub. L.

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

__ (5) [Reserved].

__ (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 Requirements for Indefinite-Delivery Contracts (Jan 2014) (Pub.

L. 111-117, section 743 of Div. C).

X (8) 52.209-6, Protecting the Government's Interest When Subcontracting with Contractors Debarred, Suspen-ded, or Proposed for Debarment. (Oct 2015) (31 U.S.C. 6101 note).

__ (9) 52.209-9, Updates of Publicly Available Information Regarding Responsibility Matters (Jul 2013) (41 U.S.C. 2313).

__ (10) [Reserved].

__ (11)(i) 52.219-3, Notice of HUBZone Set-Aside or Sole-Source Award (Nov 2011) (15 U.S.C. 657a).

__ (ii) Alternate I (Nov 2011) of 52.219-3.

__ (12)(i) 52.219-4, Notice of Price Evaluation Preference for HUBZone Small Business Concerns (Oct 2014) (if the offeror elects to waive the preference, it shall so indicate in its offer) (15 U.S.C. 657a).

__ (ii) Alternate I (Jan 2011) of 52.219-4.

__ (13) [Reserved]

X (14)(i) 52.219-6, Notice of Total Small Business Set-Aside (Nov 2011) (15 U.S.C. 644).

__ (ii) Alternate I (Nov 2011).

__ (iii) Alternate II (Nov 2011).

__ (15)(i) 52.219-7, Notice of Partial Small Business Set-Aside (June 2003) (15 U.S.C. 644).

__ (ii) Alternate I (Oct 1995) of 52.219-7.

__ (iii) Alternate II (Mar 2004) of 52.219-7.

X (16) 52.219-8, Utilization of Small Business Concerns (Oct 2014) (15 U.S.C. 637(d)(2) and (3)).

__ (17)(i) 52.219-9, Small Business Subcontracting Plan (Oct 2015) (15 U.S.C. 637(d)(4)).

__ (ii) Alternate I (Oct 2001) of 52.219-9.

__ (iii) Alternate II (Oct 2001) of 52.219-9.

__ (iv) Alternate III (Oct 2015) of 52.219-9.

X (18) 52.219-13, Notice of Set-Aside of Orders (Nov 2011) (15 U.S.C. 644(r)).

X (19) 52.219-14, Limitations on Subcontracting (Nov 2011) (15 U.S.C. 637(a)(14)).

__ (20) 52.219-16, Liquidated Damages--Subcon-tracting Plan (Jan 1999) (15 U.S.C. 637(d)(4)(F)(i)).

__ (21) 52.219-27, Notice of Service-Disabled Veteran-Owned Small Business Set-Aside (Nov 2011) (15 U.S.C. 657 f).

X (22) 52.219-28, Post Award Small Business Program Rerepresentation (Jul 2013) (15 U.S.C. 632(a)(2)).

__ (23) 52.219-29, Notice of Set-Aside for, or Sole Source Award to, Economically Disadvantaged Women- Owned Small Business Concerns (Dec 2015) (15 U.S.C. 637(m)).

X (24) 52.219-30, Notice of Set-Aside for, or Sole Source Award to, Women-Owned Small Business Concerns

Eligible Under the Women-Owned Small Business Program (Dec 2015) (15 U.S.C. 637(m)).

X (25) 52.222-3, Convict Labor (June 2003) (E.O. 11755).

__ (26) 52.222-19, Child Labor--Cooperation with Authorities and Remedies (Feb 2016) (E.O. 13126).

X (27) 52.222-21, Prohibition of Segregated Facilities (Apr 2015).

X (28) 52.222-26, Equal Opportunity (Apr 2015) (E.O. 11246).

__ (29) 52.222-35, Equal Opportunity for Veterans (Oct 2015)(38 U.S.C. 4212).

X (30) 52.222-36, Equal Opportunity for Workers with Disabilities (Jul 2014) (29 U.S.C. 793).

X (31) 52.222-37, Employment Reports on Veterans (Feb 2016) (38 U.S.C. 4212).

X (32) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act (Dec 2010) (E.O.

13496).

X (33)(i) 52.222-50, Combating Trafficking in Persons (Mar 2015) (22 U.S.C. chapter 78 and E.O. 13627).

__ (ii) Alternate I (Mar 2015) of 52.222-50 (22 U.S.C. chapter 78 and E.O. 13627).

__ (34) 52.222-54, Employment Eligibility Verification (Oct 2015). (Executive Order 12989). (Not applicable to the acquisition of commercially available off-the-shelf items or certain other types of commercial items as prescribed in 22.1803.)

__ (35)(i) 52.223-9, Estimate of Percentage of Recovered Material Content for EPA-Designated Items (May 2008) (42 U.S.C. 6962(c)(3)(A)(ii)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

__ (ii) Alternate I (May 2008) of 52.223-9 (42 U.S.C. 6962(i)(2)(C)). (Not applicable to the acquisition of com-mercially available off-the-shelf items.)

__ (36)(i) 52.223-13, Acquisition of EPEAT®-Registered Imaging Equipment (Jun 2014) (E.O.s 13423 and 13514).

__ (ii) Alternate I (Oct 2015) of 52.223-13.

__ (37)(i) 52.223-14, Acquisition of EPEAT®-Registered Televisions (Jun 2014) (E.O.s 13423 and 13514).

__ (ii) Alternate I (Jun 2014) of 52.223-14.

__ (38) 52.223-15, Energy Efficiency in Energy-Consuming Products (Dec 2007) (42 U.S.C. 8259b).

__ (39)(i) 52.223-16, Acquisition of EPEAT®-Registered Personal Computer Products (Oct 2015) (E.O.s 13423 and 13514).

__ (ii) Alternate I (Jun 2014) of 52.223-16.

X (40) 52.223-18, Encouraging Contractor Policies to Ban Text Messaging While Driving (Aug 2011) (E.O.

13513).

__ (41) 52.225-1, Buy American--Supplies (May 2014) (41 U.S.C. chapter 83).

__ (42)(i) 52.225-3, Buy American--Free Trade Agreements--Israeli Trade Act (May 2014) (41 U.S.C. chapter 83, 19 U.S.C. 3301 note, 19 U.S.C. 2112 note, 19 U.S.C. 3805 note, 19 U.S.C. 4001 note, Pub. L. 103-182, 108-77, 108-78, 108-286, 108-302, 109-53, 109-169, 109-283, 110-138, 112-41, 112-42, and 112-43.

__ (ii) Alternate I (May 2014) of 52.225-3.

__ (iii) Alternate II (May 2014) of 52.225-3.

__ (iv) Alternate III (May 2014) of 52.225-3.

__ (43) 52.225-5, Trade Agreements (Feb 2016) (19 U.S.C. 2501, et seq., 19 U.S.C. 3301 note).

X (44) 52.225-13, Restrictions on Certain Foreign Purchases (June 2008) (E.O.'s, proclamations, and statutes administered by the Office of Foreign Assets Control of the Department of the Treasury).

__ (45) 52.225-26, Contractors Performing Private Security Functions Outside the United States (Jul 2013) (Section 862, as amended, of the National Defense Authorization Act for Fiscal Year 2008; 10 U.S.C. 2302 Note).

__ (46) 52.226-4, Notice of Disaster or Emergency Area Set-Aside (Nov 2007) (42 U.S.C. 5150).

__ (47) 52.226-5, Restrictions on Subcontracting Outside Disaster or Emergency Area (Nov 2007) (42 U.S.C.

5150).

X (48) 52.232-29, Terms for Financing of Purchases of Commercial Items (Feb 2002) (41 U.S.C. 4505, 10 U.S.C. 2307(f)).

__ (49) 52.232-30, Installment Payments for Commercial Items (Oct 1995) (41 U.S.C. 4505, 10 U.S.C.

2307(f)).

X (50) 52.232-33, Payment by Electronic Funds Transfer--System for Award Management (Jul 2013) (31 U.S.C. 3332).

__ (51) 52.232-34, Payment by Electronic Funds Transfer--Other than System for Award Management (Jul 2013) (31 U.S.C. 3332).

__ (52) 52.232-36, Payment by Third Party (May 2014) (31 U.S.C. 3332).

__ (53) 52.239-1, Privacy or Security Safeguards (Aug 1996) (5 U.S.C. 552a).

__ (54)(i) 52.247-64, Preference for Privately Owned U.S.-Flag Commercial Vessels (Feb 2006) (46 U.S.C.

Appx. 1241(b) and 10 U.S.C. 2631).

__ (ii) Alternate I (Apr 2003) of 52.247-64.

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

[Contracting Officer check as appropriate.]

X (1) 52.222-17, Nondisplacement of Qualified Workers (May 2014)(E.O. 13495).

__ (2) 52.222-41, Service Contract Labor Standards (May 2014) (41 U.S.C. chapter 67).

__ (3) 52.222-42, Statement of Equivalent Rates for Federal Hires (May 2014) (29 U.S.C. 206 and 41 U.S.C.

chapter 67).

__ (4) 52.222-43, Fair Labor Standards Act and Service Contract Labor Standards-Price Adjustment (Multiple Year and Option Contracts) (May 2014) (29 U.S.C. 206 and 41 U.S.C. chapter 67).

__ (5) 52.222-44, Fair Labor Standards Act and Service Contract Labor Standards--Price Adjustment (May 2014) (29 U.S.C. 206 and 41 U.S.C. chapter 67).

__ (6) 52.222-51, Exemption from Application of the Service Contract Labor Standards to Contracts for Main-tenance, Calibration, or Repair of Certain Equipment--Requirements (May 2014) (41 U.S.C. chapter 67).

__ (7) 52.222-53, Exemption from Application of the Service Contract Labor Standards to Contracts for Certain Services--Requirements (May 2014) (41 U.S.C. chapter 67).

__ (8) 52.222-55, Minimum Wages Under Executive Order 13658 (Dec 2015) (E.O. 13658).

__ (9) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations (May 2014) (42 U.S.C. 1792).

__ (10) 52.237-11, Accepting and Dispensing of $1 Coin (Sept 2008) (31 U.S.C. 5112(p)(1)).

(d) Comptroller General Examination of Record. The Contractor shall comply with the provisions of this para-graph (d) if this contract was awarded using other than sealed bid, is in excess of the simplified acquisition threshold, and does not contain the clause at 52.215-2, Audit and Records--Negotiation.

(1) The Comptroller General of the United States, or an authorized representative of the Comptroller General, shall have access to and right to examine any of the Contractor's directly pertinent records involving transac-tions related to this contract.

(2) The Contractor shall make available at its offices at all reasonable times the records, materials, and other evidence for examination, audit, or reproduction, until 3 years after final payment under this contract or for any shorter period specified in FAR Subpart 4.7, Contractor Records Retention, of the other clauses of this contract.

If this contract is completely or partially terminated, the records relating to the work terminated shall be made available for 3 years after any resulting final termination settlement. Records relating to appeals under the dis-putes clause or to litigation or the settlement of claims arising under or relating to this contract shall be made available until such appeals, litigation, or claims are finally resolved.

(3) As used in this clause, records include books, documents, accounting procedures and practices, and other data, regardless of type and regardless of form. This does not require the Contractor to create or maintain any record that the Contractor does not maintain in the ordinary course of business or pursuant to a provision of law.

(e)(1) Notwithstanding the requirements of the clauses in paragraphs (a), (b), (c), and (d) of this clause, the Con-tractor is not required to flow down any FAR clause, other than those in this paragraph (e)(1) in a subcontract for commercial items. Unless otherwise indicated below, the extent of the flow down shall be as required by the clause--

(i) 52.203-13, Contractor Code of Business Ethics and Conduct (Oct 2015) (41 U.S.C. 3509).

(ii) 52.219-8, Utilization of Small Business Concerns (Oct 2014) (15 U.S.C. 637(d)(2) and (3)), in all subcon-tracts that offer further subcontracting opportunities. If the subcontract (except subcontracts to small business concerns) exceeds $700,000 ($1.5 million for construction of any public facility), the subcontractor must in-clude 52.219-8 in lower tier subcontracts that offer subcontracting opportunities.

(iii) 52.222-17, Nondisplacement of Qualified Workers (May 2014) (E.O. 13495). Flow down required in ac-cordance with paragraph (l) of FAR clause 52.222-17.

(iv) 52.222-21, Prohibition of Segregated Facilities (Apr 2015)

(v) 52.222-26, Equal Opportunity (Apr 2015) (E.O. 11246).

(vi) 52.222-35, Equal Opportunity for Veterans (Oct 2015) (38 U.S.C. 4212).

(vii) 52.222-36, Equal Opportunity for Workers with Disabilities (Jul 2014) (29 U.S.C. 793).

(viii) 52.222-37, Employment Reports on Veterans (Feb 2016) (38 U.S.C. 4212).

(ix) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act (Dec 2010) (E.O.

13496). Flow down required in accordance with paragraph (f) of FAR clause 52.222-40.

(x) 52.222-41, Service Contract Labor Standards (May 2014) (41 U.S.C. chapter 67).

(xi)X (A) 52.222-50, Combating Trafficking in Persons (Mar 2015) (22 U.S.C. chapter 78 and E.O 13627).

__ (B) Alternate I (Mar 2015) of 52.222-50 (22 U.S.C. chapter 78 and E.O 13627).

(xii) 52.222-51, Exemption from Application of the Service Contract Labor Standards to Contracts for Mainten-ance, Calibration, or Repair of Certain Equipment-Requirements (May 2014) (41 U.S.C. chapter 67).

(xiii) 52.222-53, Exemption from Application of the Service Contract Labor Standards to Contracts for Certain Services-Requirements (May 2014) (41 U.S.C. chapter 67).

(xiv) 52.222-54, Employment Eligibility Verification (Oct 2015) (E.O. 12989).

(xv) 52.222-55, Minimum Wages Under Executive Order 13658 (Dec 2015) (E.O. 13658).

(xvi) 52.225-26, Contractors Performing Private Security Functions Outside the United States (Jul 2013) (Section 862, as amended, of the National Defense Authorization Act for Fiscal Year 2008; 10 U.S.C. 2302 Note).

(xvii) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations (May 2014) (42 U.S.C. 1792).

Flow down required in accordance with paragraph (e) of FAR clause 52.226-6.

(xviii) 52.247-64, Preference for Privately Owned U.S.-Flag Commercial Vessels (Feb 2006) (46 U.S.C. Appx.

1241(b) and 10 U.S.C. 2631).