SFSIAQ16Q4011.pdf

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

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

1. REQUISITION NUMBER

5. SOLICITATION NUMBER

SFSIAQ16Q4011

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

DATE

07/25/2016

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

08/25/2016 12:00:00

CODE FSIAQ

FSI OFFICE OF AQUISITIONS (FSI/EX/GSACQ)

4000 ARLINGTON BLVD

ARLINGTON, VA 22204

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

X SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

WOMEN-OWNED SMALL BUSINESS (WOSB)

ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

8(A)

NAICS: 611430

SIZE STANDARD: $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

07/25/2016

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 02/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

SFSIAQ16Q4011

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED: _________________________________

32b. SIGNATURE OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

PARTIAL FINAL

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

COMPLETE PARTIAL FINAL

36. PAYMENT 37. CHECK NUMBER

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT 42a. RECEIVED BY (Print)

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

STANDARD FORM 1449 (REV. 02/2012) BACK

Table of Contents

Section Description Page Number

B Supplies or Services and Prices/Costs

1. Set-Aside

2. Service Parameters

C Descriptions/Specifications/Statement of Work

1. Performance Work Statement

2. Performance Metrics

E Inspection and Acceptance

1. Inspection and Acceptance of Services

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

3. Quality Standards

F Deliveries or Performance

1. Period of Performance and Contract Type

2. Place of Performance

G Contract Administration Data

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

FSI1 FSI Invoicing Instructions and Non-Payment for Unauthorized Work

1. Government Furnished Property

2. Standards of Conduct

3. Technical Direction

4. Travel

H Special Contract Requirements

652.204-70 DEPARTMENT OF STATE PERSONAL IDENTIFICATION CARD POLICY AND

PROCEDURES (FEB 2015)

1. Data Rights

2. Contractor Self-Identification

3. Parking and Government Facility Entry

4. Smoke-Free Workplace

I Contract Clauses 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) 52.203-16 Preventing Personal Conflicts of Interest (Dec 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) 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) 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) 52.217-9 Option to Extend the Term of the Contract (Mar 2000) 52.252-2 Clauses Incorporated by Reference (Feb 1998)

FSI4 Contractor Self-Identification K Representations, Certifications, and Other Statements of Offerors or Respondents

52.204-17 Ownership or Control of Offeror (Nov 2014) 52.204-19 Incorporation by Reference of Representations and Certifications (Dec 2014) 52.222-38 Compliance with Veterans' Employment Reporting Requirements (Feb 2016) 52.222-56 Certification Regarding Trafficking in Persons Compliance Plan (Mar 2015) 52.225-25 Prohibition on Contracting with Entities Engaging in Certain Activities or Transactions Relating to Iran--Representation and Certifications (Oct 2015) 52.209-5 Certification Regarding Responsibility Matters (Oct 2015) 52.212-3 Offeror Representations and Certifications--Commercial Items (Feb 2016) 52.219-1 Small Business Program Representations (Oct 2014) 52.222-22 Previous Contracts and Compliance Reports (Feb 1999) 52.222-25 Affirmative Action Compliance (Apr 1984)

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

L Instructions, Conditions, and Notices to Offerors and Respondents 52.204-7 System for Award Management (Jul 2013) 52.204-16 Commercial and Government Entity Code Maintenance (Jul 2015) 52.204-18 Commercial and Government Entity Code Maintenance (Jul 2015) 52.212-1 Instructions to Offerors--Commercial Items (Oct 2015) 52.216-1 Type of Contract (Apr 1984) 52.233-2 Service of Protest (Sept 2006)

652.206-70 ADVOCATE FOR COMPETITION/OMBUDSMAN (FEB 2015)

1. Additional Instructions

2. Past Performance Questionnaires Instructions

M Evaluation Factors for Award 52.217-3 Evaluation Exclusive of Options (Apr 1984) 52.217-5 Evaluation of Options (July 1990) 52.212-2 Evaluation - Commercial Items (Oct 2014)

1. Basis for Award

2. Evaluation Factors

3. Eligibility and Responsibility for Award

4. Right to Award

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 Nate Falk at extension 2-6772, Gloria Blacks-hear at 2-7734, or Erin Willliams at extension 2-6803 for pick up. Note, the offer is not considered received until it is in the possession 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

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 Appropriation Law Instruction 1.00 EA Doc Ref No:

Delivery Date

(Start to End) Date FOB:

10/01/2016 to 09/30/2021 Destination

1. Set-Aside

The Foreign Service Institute, Department of State, anticipates the award of multiple fully loaded firm-fixed

SFSIAQ16Q4011

Line Item Summary

Solicitation Number:

SFSIAQ16Q4011

Contract Number: Title: SPAS/MTT Appropriation Law Date of Solicitation:

07/25/2016

Line Item No. Description Quantity Unit Unit Price Total Cost price Blanket Purchase Agreements which establish the terms and conditions applicable to future services per-formed in accordance with Section C of this document.

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 100% Small Businesses under NAICS code 611430.

2. Service Parameters

The Department of State, Foreign Service Institute anticipates awarding multiple fully loaded, firm-fixed price Blanket Purchase Agreements from this solicitation. The anticipated period of performance is for one base year plus four subsequent option years.

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.

Pricing Structure

Offeror shall provide a price quotation, inclusive of all costs, at a 'per session' rate. For classes at the Foreign Service Institute or in the Washington DC Metro area, the per session rate shall inclusive of all travel costs.

Any classes which will take place outside of the Washington DC Metro area will be charged at the same rate, however travel will be reimbursed in accordance with Section G.

BASE YEAR PRICE

$____________________________/session

OPTION YEAR 1 PRICE

$____________________________/session

OPTION YEAR 2 PRICE

$____________________________/session

OPTION YEAR 3 PRICE

$____________________________/session

OPTION YEAR 4 PRICE

$____________________________/session

Section C- Descriptions/Specifications/Statement of Work

1. Performance Work Statement

U.S. DEPARTMENT OF STATE

FOREIGN SERVICE INSTITUTE (FSI)

School of Professional Area Studies Management Tradecraft Training Divison

SOLICITATION FOR SEMINAR IN FEDERAL APPROPRIATIONS LAW

I. SCOPE OF WORK

Professional services are required to deliver and update, as needed, FSI’s existing course materials for its four#day seminar on the Principles of Federal Appropriations Law. This four-day seminar is generally held up to six times a year on the FSI campus located in Arlington, Va. When there is sufficient demand, additional seminars may be scheduled at a time mutually convenient to the con-tractor and FSI. These additional seminars are not limited to the FSI campus and may require both domestic and international travel.

II. BACKGROUND,

Employees of the U.S. Department of State engaged in financial management, budgeting, accounting, and procurement activities are frequently faced with opportunities that require discretionary judgment to implement regulations appropriately. So that these employ-ees may be better equipped to act within the spirit and the letter of the law, the Department wishes to provide these employees with a background in the principles of federal appropriations law. Additionally, this course has been reviewed by the American Council on

Education (ACE) and has been awarded ACE College Credit Recommendation[1] in 2012 and 2015.

Ill. TARGET AUDIENCE

Participants of the seminar will be Foreign and Civil Service employees of the US Government; Local Employed staff serving in posi-tions within US Embassies overseas; and from various foreign affairs agencies serving in assignments both domestically and abroad.

These employees are assigned to various administrative functions (such as Financial Management Officers (FMO); Bureau Executive

Directors, Management Officers, and General Services Officers). Grade levels of the participants will range from GS#09 through GS#15 (or the Foreign Service equivalent FS#04 through FS#01). Most, if not all, will be college graduates. Some may have extens-ive experience in government accounting. Very few, if any, will have academic credentials or professional experience in law.

As this course has received ACE Credit Recommendation[2], there will be a tertiary student audience of Department employees who will take the seminar for possible college credits in pursuit of their own personal educational goals.

IV. TRAINING OBJECTIVES

The training objectives for the seminar are as follows:

At the conclusion of the seminar the participant will be able to:

1.Describe the sequence of events involved in the Congressional appropriation and authorization process.

1.Differentiate between appropriation, authorization, allotment and apportionment as it applies to the Department of State.

1.Describe the steps and guidelines for reprogramming funds.

1.Apply legal principles to the appropriations process.

1.Identify the limitations of appropriations (as to time, purpose and amount).

1.Describe how the decisions of the GAO’s Comptroller General affect the fiscal operations of the U.S. Government.

1.Describe the process for assessing liability and obtaining relief of accountable officers.

V. STATEMENT OF WORK

A. Pre#seminar Activity The contractor shall complete the following prior to the beginning of the seminar in accordance with the delivery schedule.

1. Attend a post award conference within five (5) working days of award of this contract. The purpose of this conference shall be to discuss terms and conditions of the contract to assure a mutual understanding of expectations. Additionally, FSI will provide the con-tractor with course materials in hard and soft copies as warranted.

2. Review the existing materials for our Principles of Federal Appropriations Law seminar, training objectives, and interview members of the Department of State and the Foreign Service Institute (FSI) as appropriate for the purpose of updating, modifying and/or devel-oping new course materials (i.e. presentations, workbooks and exercises) to the needs of the participants.

3. Ensure the four#day seminar on federal appropriations law continues to address all of the training objectives listed in section IV as they apply to the day#to#day activity of the participants. The seminar shall use as one of its materials, the text entitled Principles of Federal Appropriation Law (Vols. 1#3), issued by the United States General Accounting Office. In addition, the contractor may sup-plement[3] existing course materials (such as case studies and exercises) that highlight important concepts, demonstrate applications in the foreign affairs arena or that serve to focus discussion and enhance participant comprehension. The contractor should include

GAO decisions on State Department issues (requests for relief) which will reinforce Comptroller General’s decisions.

If the contractor chooses to use their own existing materials to sublimate, a sample of the existing materials shall be submitted with the proposal. Further, if existing materials shall be used, the contractor shall submit a description of how the materials and the presenta-tions will be customized for this audience.

4. Deliver two (2) copies of the draft course materials and an outline of the daily course schedule to the Contracting Officer's Repres-entative (COR) and FMO Course Chair for review and acceptance at least fifteen (15) working days prior to the beginning of the sem-inar.

Primary course materials include but not limited to:

•A student workbook - Case studies and exercises for the seminar

•Topical outline

•Daily schedule

•Power point presentations

•GAO’s Principles of Appropriations Law – Vol. 1, 2, and 3

•Examination

All course materials shall be in English and delivered typewritten or printed on 8 ½ x 11" white paper, in a loose leaf type binder, and on a CD data disc or other electronic form compatible with a Microsoft compatible computer.

If, after review by the FMO Course Chair and COR changes or minor revisions need to be made to the course materials, the contractor shall complete the changes prior to delivery of the final product.

5. All existing course materials and those developed for this course including any updates and modifications to existing materials will be property of the Foreign Service Institute, US Department of State. Additionally, any contractor-owned materials that are modified for use in this seminar will become property of the Foreign Service Institute, US Department of State.

B. Seminar Activity.

During the scheduled seminar, the contractor shall:

Provide one knowledgeable instructor to FSI for the purpose of conducting the seminar. See section VII. QUALIFICATIONS OF IN-

STRUCTOR. The seminar hours shall be from 9:00am until 4:00pm daily with one hour for lunch and appropriate morning and after-noon breaks. The instructor is expected to arrival at least an hour before the start of the seminar each day and should be prepared to stay an hour after the end of each day.

The instructor is responsible for ensuring that students sign the daily class roster and that said roster is returned to the FMO Course Chair or designee at the end of the seminar.

The instructor is to report student absenteeism to the FMO Course Chair and COR daily. Plus, any request by students for leave, late arrivals, extended lunches, and/or early departures must be forwarded to FMO Course Chair or designee for approval.

C. Post Seminar Activity.

Upon completion of the seminar, the contractor shall:

Participate in a post seminar meeting to evaluate the instructor’s performance in the facilitation of the seminar in meeting the training objectives. And to make recommendations to correct any problems observed during the seminar and to propose a plan of action for correcting the problems prior to the next delivery of the seminar. This post seminar meeting shall be held within ten (10) working days of the close of the first seminar. Subsequent offerings will be dependent on the successful completion of the first course.

VI. PROVISIONS

During the agreement period, FSI will:

1. Provide access to appropriate personnel of the Department of State for the purpose of this supporting seminar.

2. Provided printed copies of students’ course materials for each participant.

3. Provide classroom space with tables, chairs, flip charts, computers and markers for the seminar.

5. Provide the course evaluation form(s) for distribution to the participants (one per student).

6. Limit class size to not more than thirty (30) participants.

7. Coordinate registration of participants.

8. Provide student accessories such as note pad, pencil and name tent (one each per student).

9. Notify the contractor two (2) work days in advance of the seminar of the total students enrolled.

10. Review and accept/reject draft materials within ten (10) work days of receipt from the contractor.

11. Provide copies of completed participant evaluations to the contractor within fifteen (15) working days of the close of the seminar.

VII. QUALIFICATIONS OF THE INSTRUCTOR

The contractor shall provide a knowledgeable instructor to FSI to deliver this seminar. Minimum qualifications of the instructor shall include but not be limited to the following:

1. Relevant academic degree(s) (such as in law; business administration or financial management) from an accredited college or uni-versity or;

2. At least six years of professional experience [4]in U.S. federal government accounting, budgeting or financial management that demonstrates progressive responsibilities and scope of work.

3. At least two years of professional experience teaching this seminar to adults for U.S. Government agencies within the past five years.

4. Ability to present this seminar in English and without noticeable speech impediments.

5. Demonstrated knowledge of post-secondary accreditation process. This knowledge could have been gained by working in an aca-demic institution (or similar type of organization) or by seeking academic accreditation for a course for a non-academic organization.

6. Demonstrated knowledge of andragogy techniques and methodology.

[1] “Review of the content, scope, rigor and assessments of training programs, apprenticeships, non-accredited general education courses, and other types of courses to determine alignment to post-secondary programs.”– ACE website: ht-tp://www.acenet.edu/news-room/Pages/Credit-Reviews.aspx [2] “The American Council on Education’s (ACE) College Credit Recommendation Services provide students with a means for ob-taining credit for formal training in workplace and military settings that takes place outside traditional degree programs.” – ACE Cred-it Recomnandation is valid from 08/01/2015 thru 07/31/2018. – ACE website: ht-tp://www.acenet.edu/news-room/Pages/Credit-Reviews.aspx

[3] Supplemented materials will need to be approaved by FMO Course Chair before being intergerted into the course.

[4] Professional Experience gained as either a U.S. Direct Hire or Contractor.

TECHNICAL PROPOSALS

The technical proposal will be an important consideration in the award of a contract. The proposal will be compared to our existing course materials to ensure the contractor can meet the quality, complexities[1] and academic standards of our four-day seminar. There-fore proposals should be specific and detailed enough to aid our evaluation process. The technical proposal shall set forth in detail:

1. The conceptual approach to and interpretation of stated training objectives and requirements,

1. A proposed work plan and estimated time required to complete each requirement,

1. Samples of existing materials[2] submitted with the technical proposal or if existing materials will not be used, samples of other relevant class materials developed and delivered by the proposed instructor,

1. A proposed design and outline for the seminar if contractor does not have existing materials to submit;

E. The proposed methodology and teaching techniques to be used in the conduct of the seminar;

1. F. The qualifications of the personnel proposed for work on this project;

1. Examples of other specialized skills or experience of both your firm and the personnel proposed for work on this project; and

1. Demonstrated knowledge of the accreditation process to assess students’ learning outcomes.

[1] Complexties in this context is a demonstrated knowledged of an agency with multiple appropriations; foregin assistance funding;

various periods of availabltiy; and operations overseas.

[2] Materials submitted for evaluation should be relevant to the subject matter in scope and complexity. Any proprietary information contained in the proposal will not be shared outside the Department of State.

2. Performance Metrics

DEPARTMENT OF STATE

FOREIGN SERVICE INSTITUTE

SCHOOL OF PROFESSIONAL AND AREA STUDIES

MANAGEMENT TRADECRAFT TRAINING DIVISION

APPROPRIATION LAW SEMINAR

All BPA Calls issued off of this contract will be closely monitored by the Contracting Officer’s Representative (COR) throughout the contract base year and will be reported upon at a minimum one time annually at the conclusion of each base/option year period as a determination will be made whether to exercise the subsequent option year. 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.

The Contractor must be considered successful in fulfilling the contract requirements in order to continue to be considered for future opportunities. To be considered successful the Contractor must obtain a minimum average score of four (4) in all of the categories listed below.

• 5 - Superior: Contractor routinely demonstrates outstanding understanding of SOW requirements for the awarded course(s) and significantly and consistently exceeds performance standards. Contractor has exceptional strengths that significantly benefit the Government.

• 4 - Excellent: Contractor demonstrates excellent understanding of SOW requirements for the awarded course(s) and exceeds performance standards. Contractor has one or more strengths that significantly benefit the Government.

• 3 - Acceptable: Contractor demonstrates acceptable understanding of SOW requirements for the awarded course(s) and has an approach that meets performance standards. Contractor is an acceptable solution and has few or no strengths that benefit the Government.

• 2 - Fair: Contractor routinely demonstrates shallow understanding of SOW requirements for the awarded course seg-ments and approach.

• 1 - Poor: Contractor routinely fails to demonstrate understanding of SOW requirements and approach.

Quality:

The contractor must adhere to the requirements outlined in the SOW and facilitate a high-quality, coherent and appropriate training course. Multiple measurements will be used to formulate a rating between 1-5, including student feedback, review of teaching materi-als, and observations by the COR and or other Department stakeholders and subject matter experts.

Timeliness of Performance:

The contractor must adhere to the deadlines specified by the COR with regard to providing training materials, delivering training, and/or participating in debriefs with the FMO Course Chair as well as other Department stakeholders. The rating between 1-5 will be formulated by the COR based on his/her observations.

Business Relations/Customer Satisfaction:

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

Cost Control:

The contractor must provide effective cost controls within the contract awarded. A rating between 1-5 will be tabulated for this evalu-ation based on COR/s observations, including timeliness, correctness and complete submission of billing/invoicing.

Section E- Inspection and Acceptance

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).

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 Blanket Purchase Agreement 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 protection of Government assets.

Section F- Deliveries or Performance

1. Period of Performance and Contract Type

The Government anticipates awarding multiple fully loaded firm-fixed price Blanket Purchase Agreements from this solicitation. The anticipated period of performance will be for one base year and four subsequent op-tion years.

The period of performance will commence on or about 8/1/2016, however the actual date may change.

On or About:

Base Year: October 1, 2016 - September 30, 2017 Option Year 1: October 1, 2017 - September 30, 2018 Option Year 2: October 1, 2018 - September 30, 2019 Option Year 3: October 1, 2019 - September 30, 2020 Option Year 4: October 1, 2020 - September 30, 2021

The first seminar will be held in third quarter of 2016, exact dates to be determined (TDB). Assuming successful completion of this seminar, additional offerings may be scheduled as indicated in Section 1

2. Place of Performance

The contractor shall perform a majority of services in classrooms at the National Foreign Affairs Training Cen-ter (NFATC), 4000 Arlington Boulevard, Arlington, Virginia, 20522-4201. However, other designated training sites may be required. Any travel outside of the Washington D.C. Metropolitan area will be reimbursed in ac-cordance with Section G, Travel.

Section G- Contract Administration Data

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 is [insert job title of COR] .

(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)

1. Government Furnished Property

The US Government will provide the following material and supplies:

• Routine classroom supplies including whiteboards, flipcharts, markers and erasers;

• Audio/visual equipment for presentation use.

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.

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.

4. Travel

Travel outside of Metropolitan Washington, DC may be required for the delivery of training at U.S. Diplomatic Missions located over-seas as well as other locations throughout the United States. All travel will be in accordance with the GSA Federal Travel Regulations and the Department of State Travel Regulations. FSI shall assist the contractor in obtaining the necessary country clearances. All travel arrangements, including air reservations, obtaining passports and visas, are the sole responsibility of the contractor.

All travel shall be by common carrier and at the lowest possible cost to FSI. First and business class travel are not authorized under this contract unless specifically approved by the COR. Should overseas travel be necessary, contractor must obtain Defense Base Act (DBA) insurance for their employee. All overseas travel cost, including DBA insurance, will be reimbursed upon invoicing. Contract-or must provide the overhead rate they will charge the Government to process such travel.

GROUP TRAVEL EXPENSES: Certain classes require contractor travel to conference facilities within a two hour drive from Wash-ington DC (official travel is considered to be involved for any class location greater than 50 miles from the Washington DC metropol-itan area). For group travel in which an entire class and Department of State training staff participate, the Foreign Service Institute will generally include the travel costs of the contractor (lodging, meals) in its group booking. The contractor need not quote nor bill separately for travel expenses.

INDIVIDUAL TRAVEL EXPENSES: On occasion, the contractor may be requested to deliver training at domestic US or overseas locations. Local and non-local travel requires prior approval by the COR. The contractor’s travel expenses should be quoted as a sep-arate line item by the contractor once the date and location of the proposed training is known. Travel costs, if necessary, for executive coaching will be included in the session fee.

Travel Reimbursement

(a) Personnel Transportation/Travel Costs.

(1) The contractor shall not be paid for travel/parking for contractor personnel who reside in the Metropolitan area in which the tasks are being performed. Contractor staff will, however, be reimbursed for Personally Owned Vehicle (POV) mileage for any work out-side of a 50 mile radius from the Foreign Service Institute, in accordance with JTR. Contractor will use Government transportation if available.

(2) For travel costs/personnel transportation other than described in paragraph (a), the Contractor shall be paid on the basis of actual amounts paid to the extent that such transportation is necessary for the performance of services un-der the contract and is authorized by the COR via each individual delivery order, subject to any limitations herein. G&A expenses and profit on travel will not be authorized.

(3) When transportation by privately owned vehicle is authorized, the contractor shall be paid on a mileage basis. This mileage rate will not exceed the applicable Government transportation rate as contained in the Joint Travel Regulation (JTR), Volume II, in effect at the time of travel.

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

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

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

(b) Per Diem.

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

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

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

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

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

Defense Based Act (DBA) Insurance may be required by the contractor for seminars held at overseas locations. The Department of State Acquisition Regulation (DOSAR) requires that some contractors obtain DBA insurance to cover potential injuries to contractor personnel while performing contract work overseas in countries without an adequate workman’s compensation structure. The COR will aid the contractor in determining if DBA insurance is required. (Reference: DOSAR 652.228-70)

Section H- Special Contract Requirements

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)

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.

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.

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.

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.

Section I- Contract Clauses

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)

52.203-16 Preventing Personal Conflicts of Interest (Dec 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)

90 days;

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)

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.