Attachment_A_-_SOW_6.29.17.pdf

UNCLASSIFIED//FOR OFFICIAL USE ONLY

Statement of Work

RFQ# SFSIAQ17Q4005

Attachment A

STATEMENT OF WORK

OVERSIGHT TRAINING

U.S. DEPARTMENT OF STATE

Foreign Service Institute

School of Professional and Area Studies

Management Tradecraft Training

June 2017

STATEMENT OF WORK

For the

OVERSIGHT TRAINING

1. Introduction

The contractor will provide support services for oversight training courses.

2. Background

The United States Department of State’s (DOS) Foreign Service Institute (FSI) is the U.S.

government’s primary training institution for officers and support personnel of the U.S. foreign affairs community, preparing American diplomats and other professionals to advance U.S. foreign affairs interests overseas and in the U.S. At the George P. Shultz National Foreign Affairs Training

Center (NFATC), the FSI mission is to develop the men and women our nation requires to fulfill our leadership role in world affairs and to advance and defend U.S. interests.

The NFATC is located in Arlington, VA with other locations in the Washington metropolitan area;

and domestic and overseas regional training centers. FSI offers more than 700 classroom courses, including some 70 foreign languages, about 270 custom-developed distance learning products and over 2,700 commercial distance learning courses available worldwide 24/7 through the Internet.

Annual enrollments exceed 100,000 students.

3. General Scope

FSI currently has a requirement for training on the role of the Contracting Officer’s

Representatives (COR). Training will include development and training of courses for the corresponding DOS unique procurement processes.

The training location will be primarily FSI, George Schultz Center at 4000 Arlington Blvd, the

Rosslyn offices in Arlington, VA and Diplomatic Security Training Center (DSTC) located both at

Dunn Loring, VA and Fort Pickett, VA. The ability for the contractor to travel to any U.S.

Embassy, Consulate foreign or domestic is required. The contractor will need to possess the capability to provide synchronous training virtually (i.e. webinars or video conference) in four (4) hour blocks per day during the duty hours of the hosting embassy.

Attendees shall include direct hire employees ranging from General Schedule (GS) Grade 5 to

Senior Executive Service (SES), Personal Service Contractors (equivalent to GS-9 through GS-

15), Foreign Service Officers (equivalent to GS-7 through SES), and English-speaking locally engaged embassy staff.

The average class size range between 24-30 students. The minimum number of students for each class shall be ten students. Classes less the minimum number shall be canceled. The maximum class size will be 40 students per class. The classes taught by the contractor will variety from 6 to

40 classes per year for both courses. The number of classes will depend on funding and the needs of the government.

Contracting Officer’s Representative

To meet the mission of DOS, Contracting Officers (COs) are supported by CORs located both domestically and at embassies and consulates worldwide. CORs serve the federal government as business leaders, helping to ensure government-contractor business relationships are mutually beneficial and provide exactly those products and services the government needs. Therefore, it is essential that all CORs understand their responsibilities and are provided with appropriate support, training experiences and developmental tools necessary to effectively perform these responsibilities.

All CORs must possess a Federal Acquisition Certification-Contracting Officer’s Representative

(FAC-COR) certification at the level appropriate for the delegated contracting instrument.

3.1 Performance Requirements

3.1.1 Period of Performance

The period of performance will be five (5) years with no options.

3.1.2 Place of Performance

o NFATC, Arlington, VA;

o DSTC , Dunn Loring, VA and Fort Pickett, VA; and o Any domestic office or abroad to any of the U.S. Embassies or Consulates (for a complete listing please see https://www.usembassy.gov/) https://www.usembassy.gov/

3.2 Personnel Qualifications

3.2.1 Key Personnel

Key personnel will have the following qualifications:

3.2.1.1 Instructors/Subject Matter Experts – Department of State Unique Classes o At least ten years’ experience in federal government acquisitions of which five years were equivalent to a warranted CO with an unlimited warrant.

o At least two years professional experience teaching contracting for federal government agencies.

o Must possess good interpersonal and communication skills that include the ability to present this course in easily comprehensible English to all attendees including embassy employees that have English as a second language.

o Ability to obtain and maintain a public trust certification.

o Multicultural experience highly desirable, but not required.

3.2.2 Non-key Personnel:

Non-key personnel will have the following qualifications:

3.2.2.1 Courseware Developers

o Proven expertise working with curriculum design specialists for classroom courses and training products that demonstrate sound instructional principles, strategies and techniques for adult learners.

o Demonstrated experience designing appropriate instructional approaches, and working on a team to design, develop, pilot, implement, and evaluate training for an adult, professional audience.

o Demonstrated experience with curriculum development, i.e., developing courses and informal training products that use a range of methods, from lecture-based to experiential, as appropriate to the content, learning objectives, and associated competency-based Knowledge, Skills and Attitudes, with the goal of structuring the learning experience to align with Office of the Federal Procurement Policy certification requirements.

o Demonstrated expertise with the design and implementation of eLearning or eLearning curricula, including evaluation.

All key personnel performing under this agreement shall have experience with the practical application of, implementation of, and utilization of federal government or private industry policies, procedures, standards, and practices in relation to the SOW requirements provided herein.

o Demonstrated experience integrating formative assessment throughout the course design, both to ensure that learners are able to track their progress and that instructional staff are able to measure the extent to which learning is progressing as intended.

o Experience with the appropriate use of checklists and rubrics for performance-based assessment.

3.2.2.2 Federal Acquisition Institute/DAWIA Instructors

o Demonstrated experience in providing instruction of Federal Acquisition Institute (FAI) or Defense Acquisition Workforce Improvement Act (DAWIA) courses.

3.3 Contractor Description of Services

3.3.1 Training

3.3.1.1 General

o The contractor will be required to provide synchronous training virtually (VILT) via

Adobe Connect, Desktop Video Conferencing (DVC) or webinar in four hour blocks per day during the duty hours of the hosting embassy.

o The contractor will provide at minimum one knowledgeable instructor for the purpose of conducting the training. In addition, a minimum of three contract instructors is required to be familiar with materials in order to conduct three sessions simultaneously at three separate locations or serve as a backup instructor to the scheduled instructor.

o The contractor will be responsible for providing all curriculum materials, classroom content, and instructions for the classroom and VILT courses. Course materials shall include but not be limited to all printed instructional material, instructor notes and activities, student handbooks, workbooks, and handouts. Appropriate hands-on exercises and job aids shall follow each step of the acquisition process. The emphasis of the instruction will reinforce the Federal Acquisition Regulation’s (FAR) concept of the acquisition team as described in FAR Part 1. Strong proactive communication skills and techniques will be emphasized in addition to law and regulation.

o Following the receipt of an issued call, the contractor will coordinate with the COR to provide the appropriate number of student materials ten (10) calendar days prior to start of the each session.

o FSI has a 100% attendance requirement and the contractor does not have the authority to waive this standard without prior approval by the course coordinator or FSI management. All students are required to sign an attendance roster both morning and afternoon. The instructor verifies attendance and signs the roster upon completion of each session.

o All sessions taught at FSI are scheduled approximately nine months prior to the beginning of each fiscal year. The COR will provide the contractor with the schedule.

The sessions are available for student registration approximately six months prior to the start of the fiscal year. For the sessions taught at DSTC the sessions are scheduled approximately six months in advance of the fiscal year with DSTC coordinating its schedule.

o The classroom sessions will begin daily at either 8:00 a.m. or 9:00 a.m. local time as identified in the issued call. All sessions will end at 4:00 p.m. local time. Each session has a one hour lunchbreak along with at least one morning and one afternoon break.

o The contractor shall be notified of any postponements as soon as possible. There shall be no separate payment of prepared session documents for rescheduled classes.

o Should it be necessary to cancel a session within ten calendar days of the class start date the contractor shall be paid a cancellation fee which includes the cost of returning any student materials to the contractor.

o The instructor will arrive at least one hour before the start of the session each day, but no earlier than 7:00 a.m. local time and should be prepared to stay at least one hour at the end of each day.

o The contractor will conduct a full review of the COR course three years after issuance of BPA or as scheduled by the COR.

o Exams for both the FAC-COR/DAWIA class and the DOS class, feedback, and attendance rosters are collected by the instructor and shall be retained by FSI

3.3.1.2 COR Course

o The training offered by the contractor will be certified by the Defense Acquisition

University (DAU), comply with the FAI policy and based on both DAWIA and Federal

Acquisition Certification (FAC) requirements for certification at Level II. Participants will earn 32 of the 40 hours required for certification once successfully completing the class.

o The contractor will email presentation material to the designated COR five (5) business days prior to the class start date. The materials shall be placed on the Department’s

Intranet by the government for utilization during the class.

o The contractor will retain the property rights of student materials and class presentations meeting the FAI/DAU certification.

3.3.1.3 DOS Specific COR Course

o Course text and online materials will be provided to the contractor.

o Course materials will be updated as needed between sessions to reflect FAR and DOS

Acquisition Regulation changes or other newly introduced major Federal and/or

Departmental procurement policy initiatives. The contractor will review the materials and coordinate with the COR to interview members of the DOS and the FSI as appropriate for the purpose of understanding DOS acquisitions practices and technology. As updates are made, material will be provided to the COR for review. The

COR shall provide written comments or acceptance within seven (7) business days of receipt of the changes.

o All designs and updates of the material are the sole property of DOS.

3.3.2 Course Development

o The contractor will design and develop a minimum of three (3) and a maximum of six

(6) eight-hour classes for three (3) methods of delivery: classroom, distance learning, and synchronous virtual instructor lead training (VILT) on DOS oversight requirements. Development will be in in accordance with FSI Style and Process

Guidelines in effect at the time the call is issued and as outlined below. Current guidelines are in Attachment 1 – FSI Policies and Standards for Curriculum

Development and Training Evaluation.

o The contractor will develop new course material from existing materials provided by the government. Some examples of existing materials include PA578 Diplomatic

Security Contracting Officer’s Representative Course; PA178 Contracting Officer’s

Representative Course; PA179 How to be a DS Contracting Officer’s Representative

Course; PA296 How to be a Contracting Officer’s Representative Course; and associated eLearning courses. The contractor will also interview members of DOS and

FSI as appropriate.

o The contractor will:

o Ensure the curriculum introduces and defines the unique characteristics of DOS oversight requirements;

o Identify the terminal learning objectives along with the individual module learning objectives to align with the course objectives;

o Develop a pool of 100 exam questions to be used in both the classroom and eLearning environment that align with the terminal learning objectives covering all the module objectives in both the classroom and eLearning environment;

o Develop instruments to evaluate the courses that reflect Kirkpatrick’s New

World Model levels 1-4;

o Work with the COR to engage FSI design and subject matter expert stakeholders, especially the Curriculum and Staff Development Division

(FSI/SPAS/CSD) for the classroom courses and FSI Instructional Support

Division (FSI/EX/ISD) for the eLearning courses to ensure courses meet FSI instructional and participant learning needs; and o Coordinate with the COR upon final acceptance of the curriculum for all classroom courses in order to provide course content, subject matter expertise and develop deployment ready eLearning modules.

o Final acceptance of individual eLearning courses will include all coursework, readings, individual exercises, other educational elements, and evaluation.

3.4 Government Provided Services

The government shall:

o coordinate registration of all session participants;

o provide classroom space with tables, chairs, flip charts, desktop computers, and mobile devices;

o provide class feedback forms and electronic surveys; and o provide materials such as highlighters, markers, note pads, name tents and attendance roster.

The instructor will be provided required exams in hard copy. Upon completion of the exam, the instructor will immediately grade the exam and provide any feedback necessary to the student. A minimum score of 80% must be achieved in order to pass the exam. At the discretion of FSI, a class completion certificate will be given to the student by the instructor prior to the end of the session or emailed by FSI to the student following class completion.

4. Deliverables

The contractor will prepare and deliver all deliverables/reports by the dates specified in Table 1

Deliverables for Classroom Courses, and Table 2: Deliverables for eLearning Courses listed on the following page. The government reserves the right to modify the deliverable requirements during the performance of the agreement.

o The contractor will furnish a monthly report.

o The program support reports will cover staffing and program management support matters.

The contractor will include the difficulties encountered and action taken during the reporting period, and anticipated activity during the subsequent reporting period in each report.

Table 1: Deliverables for Development of Classroom Courses

Deliverable Due Date Distribution

Monthly Report

15 calendar days of BPA call issuance; every 30 days following the first report.

CO, COR

Design plan 15 business days of call issuance.

COR

Lesson Plans

30 business days of call issuance, then bi-weekly through the end of all pilot versions and when significant change occurs.

COR

Draft Facilitator’s Guide

Within 10 business days of completion of accepted lesson plans.

COR

Draft Student Materials including handouts, multimedia, and presentations

Within 5 business days of completion of accepted facilitator’s guide.

COR

Monthly Report Monthly CO, COR

Final Facilitator’s Guide

At least 10 business days prior to session start date.

COR

Final Student Materials including handouts, multimedia and presentations

At least 10 business days prior to session start date.

COR

Reports as required by call

Report(s) will be determined by the call terms and conditions.

Distribution will be determined by the call terms and conditions.

Table 2: Deliverables for Development of eLearning Courses

Deliverable Due Date Distribution

Monthly Report

15 calendar days of award;

every 30 days following the first report

CO, COR

Detailed Content Plan/Draft modules

30 business days of call issuance

COR

Monthly Report Monthly CO, COR

Final Modules 10 business days of COR acceptance of draft modules

COR

Reports as required by call

Report(s) will be determined by the call terms and conditions.

Distribution will be determined by the call terms and conditions.

5. Government Furnished Equipment (GFE)/Government Furnished Information (GFI)

Upon issuance of BPA the government shall provide an electronic copy of all current materials.

6. Contractor Travel

6.1 Off-Site Classes

At the request of the government, training courses may be scheduled and held outside of the Washington, DC Metropolitan Area. The COR will coordinate with the requesting office and the contractor to establish a delivery date.

o Order requests will be issued in writing to the contractor by the COR for off-site classes. A request is a request for quote; it is not a BPA call and does not authorize performance.

o Each request shall include, at a minimum:

o The location where the class will be held;

o Reporting, briefings, and/or other deliverable requirements; and o The period of performance.

o Each quote will include the following, at a minimum or as applicable:

o Narrative, including list of assumptions;

o The resumes of the proposed trainer(s)/consultant(s) to be reviewed by the

COR, if not previously approved o Class price.

o Unit prices, quantities, and price for the period of performance within the call’s period of performance. (Examples are DBA, shipping and travel).

o Overall quote for entire call.

o Quotation Review o The COR shall perform a technical review of each quotation and forward the proposal to the CO to determine price reasonableness. Following acceptance of contractor’s technical and price quotations, the CO shall issue a written the BPA call to the contractor providing the necessary funding and authorizing the contractor to begin work.

o The contractor will notify the CO and COR should any of the Time and

Materials, Other Direct Cost items exceed the overall not to exceed amount on the call prior to incurring the additional amount.

7. Other Pertinent Information or Special Consideration

7.1 Roles and Responsibilities

Listed in Table 3 are the primary roles and responsibilities for the personnel who will be supporting contractual requirements, both from the government and the contractor’s perspective.

Table 3: Roles and Responsibilities Chart

Role Responsibility Contracting Officer (CO) A Contracting Officer is an individual who has the authority to enter into, administer, or terminate contracts and make related acquisition determinations and findings.

As a warranted government professional, the CO is the only person who can make awards and changes/modifications to the contract, and legally bind the government.

Contracting Officer Representative (COR) This individual is assigned as the liaison to the CO for the contract. The COR performs day-to-day management of the program, ensuring that performance is done in conformance with the schedule and quality requirements within the scope of the contract. The COR’s responsibility is limited to technical direction, acceptance of deliverables, surveillance, monitoring, and recommending proposed changes in scope or provisions to the contract to the CO.

Contractor Project Manager (CPM) This individual interfaces with the government COR.

The CPM’s primary job is to ensure that contractor personnel provide quality and timely performance within the scope of the contract. The CPM will have responsibility for ensuring that all contractor personnel issues are addressed in a timely fashion to ensure minimal operational disruptions to the contract.

Contract Manager The contractor will provide the name and contact information of the Contract Manager and any alternates who have the authority to act on behalf of the company in all matters relating to the performance of this agreement.

7.2 Standards of Conduct

The contractor will ensure that personnel assigned to this contract observe the highest standards of personal and professional conduct, and that employees traveling to locations outside the United States observe the requirements of the local law and applicable U.S.

mission regulations.

7.3 Glossary of Terms and Acronyms

o AOR: Agreement Officer's Representative has oversight of an interagency agreement or interagency acquisition agreement.

o BPA: Blanket Purchase Agreement o BPA Call: Used as an ordering vehicle against an existing blanket purchase agreement to request a service or product provided under the established agreement.

o Contract: For the purposes of the Performance Work Statement, the term contract is synonymous with BPA.

o DOS: U.S. Department of State o DOSAR: U.S. Department of State Acquisition Regulation is the agency supplemental to the Federal Acquisition Regulation.

o DSTC: The Diplomatic Security Training Center trains the Diplomatic Security agents in all aspects of their job.

o DVC: Desktop Video Conference is a virtual meeting using web services from a desktop computer.

o FSI: The Foreign Service Institute is the primary training facility supporting U.S.

foreign policy. Formal name is the National Foreign Affairs Training Center

(NFATC).

o FSO: A Foreign Service Officer is a commissioned member of the United States

Foreign Service. As diplomats, Foreign Service Officers formulate and implement the foreign policy of the United States.

o Interagency acquisition agreement (IAA): A written transaction under which a Federal agency obtains personal property, real property, or services from another Federal agency. IAAs usually involve a transfer of funds between the two Federal agencies. An Economy Act interagency acquisition agreement is one type of interagency acquisition agreement.

o LE Staff: General term for staff hired locally by a foreign post.

o MRPT: Moderate Risk Public Trust is a designation of position sensitivity that denotes a position will have no access to National Security-related information. Any candidate for a MRPT position will be subject to a minimum background investigation. An MRPT is not a government security clearance.

o NFATC: National Foreign Affairs Training Center (for definition see FSI) o Off-Site: Any location other than the main campus in Arlington, VA or the DS

Training Center in Dunn Loring or Ft. Pickett, VA o OpenNet: The U.S. Department of State's Sensitive but Unclassified internal network or intranet.

o PSC: A Personal Services Contractor is an individual hired through a contract that creates an employer/employee relationship. A U.S. government employee is technically the PSC’s supervisor in charge of timecard and other personnel management actions.

o PSA: Personal Services Agreement is an employment mechanism used at a foreign post that is not subject to the U.S. government’s Federal Acquisition Regulations.

PSAs are administered by the embassy’s Human Resources Specialist Officer in accordance with 3 FAM 7000 and 8000 regulations. DOS’ PSA authority is found in

Section 2(c) of the State Department Basic Authorities Act of 1956 (22 U.S.C.

2669(c) and (n)).

o PIB: Procurement Information Bulletin published by the Office of the Procurement

Executive containing mandatory internal DOS policy, procedures, and guidance.

o Post: A diplomatic or consular mission in outside the U.S. promoting U.S. Foreign

Policy.

o Public Trust: Individuals applying for or encumbering public trust positions are subject to background investigations, periodic updates, and special investigations.

o Synchronous Training: Students and instructors are online or in the classroom at a specific time to allow interaction.

o VILT: Virtual Instructor Led training is a training method in which a simulated virtual environment is used that enables the instructor to explain, show and/or test certain abilities that may contribute to the learning process.

o WAE: While Actually Employed are retired employees hired on a time limited, non-status competitive appointment.