SFSIAQ17Q6002_A001.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

1. CONTRACT ID CODE RATING

2. AMENDMENT/MODIFICATION NO.

A001

3. EFFECTIVE DATE

06/07/2017

4. REQUISITION/PURCHASE REQ. NO. 5. PROJECT NO. (If applicable)

FSIAQCODE

FSI OFFICE OF AQUISITIONS (FSI/EX/GSACQ)

4000 ARLINGTON BLVD

ARLINGTON, VA 22204 Eric R. Modrak

NAME

703-746-2347

TEL.

modraker@state.gov

EMAIL

6. ISSUED BY CODE7. ADMINISTERED BY (If other than Item 6)

9A. AMENDMENT OF SOLICITATION NO.

SFSIAQ17Q6002

CONTACT DUNS

CODE FACILITY CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, country, state and ZIP Code) (X)

X 9B. DATED (SEE ITEM 11)

06/07/2017

10A. MODIFICATION OF CONTRACT/ORDER NO.

10B. DATED (SEE ITEM 13)

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

X XThe above numbered solicitation is amended as set forth in item 14. The hour and date specified for receipt of Offers is extended, is not extended, Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the following methods: (a) By completing items 8 and 15, and returning ____copies of the amendment;(b)By acknowledging receipt of this amendment on each copy of the offer submitted; or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER NO. IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

E. IMPORTANT: Contractor is not, is required to sign this document and return copies to the issuing office.____X

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

The purpose of this amendment is to:

1) Incorporate the Q&A document into the solicitation as an attachment via Section J.

2) Make changes corresponding to the Q&A document within the applicable sections of the solicitation

3) Extend the RFQ close date to 06/16/2017 17:00:00 EST

4) Update the Performance Metrics in Section C.2

5) Provide Microsoft Word document version files of the attachments listed in Section J.

6) Remove the following clauses from Section I: 52.244-6 Subcontracts for Commerical Items

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15A. NAME AND TITLE OF SIGNER (Type or print) 16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

Eric R. Modrak

(Signature of person authorized to sign)

15B. CONTRACTOR/OFFEROR 15C. DATE SIGNED

By (Signature of Contracting Officer)

16B. UNITED STATES OF AMERICA 16C. DATE SIGNED

06/07/2017

NSN 7540-01-152-8070

Previous edition unusable

STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA FAR (48 CFR) 53.243

SFSIAQ17Q6002

Table of Contents

Section Description Page Number

B Supplies or Services and Prices/Costs B.1 General Description B.2 Supplies or Services B.3 Type of Contract B.4 Services and Prices

C Descriptions/Specifications/Statement of Work C.1 Performance Work Statement C.2 Performance Metrics

E Inspection and Acceptance E.1 Inspection and Acceptance of Services E.2 The Role of Government Personnel and Responsibility for Contract Administration E.3 Quality Standards 52.246-4 Inspection of Services - Fixed-Price (Aug 1996)

F Deliveries or Performance F.1 Period of Performance (on or about) F.2 Place of Performance F.3 Cancellation

G Contract Administration Data

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

FSI1 FSI INVOICING INSTRUCTIONS AND NON-PAYMENT FOR UNAUTHORIZED WORK 15

G.1 Technical Direction G.2 Contractor Travel Administration--Policies G.3 Contractor Travel Administration--Per Diem G.4 Contractor Travel Adminstration--Reimbursement G.5 Contractor Travel Administration--Overseas Travel & DBA Insurance

H Special Contract Requirements H.1 Standards of Conduct H.2 Smoke Free Workplace Notice H.3 Removal from Duty H.4 Parking and Government Facility Entry H.5 Key Personnel H.6 Safeguarding of Information 52.212-4 Addendum 52.212-4 Alt I Contract Terms and Conditions--Commercial Items Addendum..22

I Contract Clauses 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 (Oct 2016) 52.212-4 Contract Terms and Conditions--Commercial Items (Jan 2017) 52.223-6 Drug Free Workplace (May 2001) 52.227-14 Rights in Data - General (May 2014) 52.232-18 Availability Of Funds (Apr 1984) 52.232-23 Assignment of Claims (May 2014) 52.232-25 Prompt Payment (Jan 2017) 52.232-40 Providing Accelerated Payments to Small Business Subcontractors (Dec 2013) 52.233-3 Protest after Award (Aug 1996) 52.233-4 Applicable Law for Breach of Contract Claim (Oct 2004) 52.245-1 Government Property (Jan 2017) 52.204-4 Printed or Copied Double-Sided on Postconsumer Fiber Content Paper (May 2011)

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

2015) 52.203-17 Contractor Employee Whistleblower Rights and Requirement To Inform Employees of Whistleblower Rights (Apr 2014) 52.203-6 Alt I Restrictions On Subcontractor Sales To The Government (Sept 2006) - Alternate I (Oct 1995) 52.232-39 Unenforceability of Unauthorized Obligations (Jun 2013)

52.217-8 Option to Extend Services (Nov 1999) 52.212-5 Contract Terms and Conditions Required To Implement Statutes or Executive Orders--Commercial Items (Jan 2017) 52.252-2 Clauses Incorporated by Reference (Feb 1998) FSI4 Contractor Self-Identification

652.204-70 DEPARTMENT OF STATE PERSONAL IDENTIFICATION CARD POLICY AND

PROCEDURES (FEB 2015)

J List of Attachments J.1 Section J - List of Documents

K Representations, Certifications, and Other Statements of Offerors or Respondents 52.204-19 Incorporation by Reference of Representations and Certifications (Dec 2014) 52.225-25 Prohibition on Contracting with Entities Engaging in Certain Activities or Transactions Relating to Iran--Representation and Certifications (Oct 2015)

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

52.212-3 Offeror Representations and Certifications--Commercial Items (Jan 2017)

L Instructions, Conditions, and Notices to Offerors and Respondents 52.212-1 Instructions to Offerors--Commercial Items (Jan 2017) 52.204-7 System for Award Management (Oct 2016) 52.233-2 Service of Protest (Sept 2006) 52.252-1 Solicitation Provisions Incorporated by Reference (Feb 1998)

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

L.1 QUOTE PREPARATION INSTRUCTIONS

L.2 QUOTE PREPARATION INSTRUCTIONS, VOLUME I

L.3 QUOTE PREPARATION INSTRUCTIONS - TECHNICAL QUOTE- VOLUME II

L-3.1 FACTOR 1 Technical Approach L-3.2 FACTOR 2 Key Personnel L-3.3 FACTOR 3 Past Performance L-3.4 FACTOR 4 Oral Presentation L-005 Price Quote - Volume III

L-006 QUESTIONS REGARDING SOLICITATION

L-007 COMMUNICATIONS CONCERNING SOLICITATION

L.0 Addendum to: 52.212-1 Instructions to Offerors--Commercial Items

M Evaluation Factors for Award M.001 52.212-2 Evaluation - Commercial Items (Oct 2014)

M-002 BASIS FOR AWARD

001 "Basic Personal Defense" course for Adults or Teenagers Session Rate

BASE ORDERING PERIOD

0.00 0.00

0.00 EA

Doc Ref No:

Delivery Date (Start to End) Date FOB:

08/15/2017 to 08/14/2018

002 "Basic Personal Defense" course for Adults or Teenagers Session Rate

ORDERING PERIOD 1

0.00 0.00

0.00 EA

Doc Ref No:

Delivery Date (Start to End) Date FOB:

08/15/2018 to 08/14/2019

003 "Basic Personal Defense" course for Adults or Teenagers Session Rate

ORDERING PERIOD 2

0.00 0.00

0.00 EA

Doc Ref No:

Delivery Date (Start to End) Date FOB:

08/15/2019 to 08/14/2020

004 "Basic Personal Defense" course for Adults or Teenagers Session Rate

ORDERING PERIOD 3

0.00 0.00

0.00 EA

Doc Ref No:

Delivery Date (Start to End) Date FOB:

08/15/2020 to 08/14/2021

005 "Basic Personal Defense" course for Adults or Teenagers Session Rate

ORDERING PERIOD 4

0.00 0.00

0.00 EA

Doc Ref No:

Delivery Date (Start to End) Date FOB:

08/15/2021 to 08/14/2022

B.1 General Description

The Contractor shall perform the effort required under this Blanket Purchase Agreement (BPA) on a Firm Fixed Price (FFP) basis. The work shall be performed in accordance with this BPA. Individual Calls placed will be placed under this BPA.

B.2 Supplies or Services

The Government will provide all necessary supplies to perform the duties listed above. Supplies are considered computer, projector, slide advancer, microphones, striking dummies, striking pads, and floor mats.

Session rates provided by the contractor shall be fully loaded and inclusive of all costs for which the contractor expects compensation, including travel to and from the primary and secondary places of performance.

SFSIAQ17Q6002

Line Item Summary

Solicitation Number:

SFSIAQ17Q6002

Contract Number: Title: Basic Personal Defense Training (for TC/T SOS)

Date of Solicitation:

06/07/2017

Line Item No. Description Quantity Unit Unit Price Total Cost

The Contractor shall furnish all personnel, equipment, material, supplies, and services (except as may be ex-pressly set forth in this BPA as furnished by the Government) and otherwise do all things necessary for, or in-cidental to, the performance of work as described in Section C. Performance Work Statement.

B.3 Type of Contract

This solicitation and subsequent award(s) will be for Blanket Purchase Agreement(s) (BPA(s)) and will follow FAR Part 12- Acquisition of Commercial Items utilizing policies and procedures from FAR 13- Simplified Ac-quisition Procedures.

B.4 Services and Prices

The contractor shall provide a fully loaded firm-fixed price session rate A session is defined as 150 minutes de-livered by a full Presentation Team of four presenters. Additional information is found in Section C.1

CLIN 1"Basic Personal Defense" course for Adults (Part One) or Teenagers (Part Two) firm-fixed price Session Rate $_____________ Base Ordering Period (on or about August 15, 2017 to August 14, 2018)

CLIN 2 "Basic Personal Defense" course for Adults (Part One) or Teenagers (Part Two) firm-fixed price Session Rate $____________ Ordering Period 1 (on or about August 15, 2018 to August 14, 2019)

CLIN 3 "Basic Personal Defense" course for Adults (Part One) or Teenagers (Part Two) firm-fixed price Session Rate $_____________ Ordering Period 2 (on or about August 15, 2019 to August 14, 2020)

CLIN 4 "Basic Personal Defense" course for Adults (Part One) or Teenagers (Part Two) firm-fixed price Session Rate $_____________ Ordering Period 3 (on or about August 15, 2020 to August 14, 2021)

CLIN 5 "Basic Personal Defense" course for Adults (Part One) or Teenagers (Part Two) firm-fixed price Session Rate $_____________ Ordering Period 4 (on or about August 15, 2021 to August 14, 2022)

Section C- Descriptions/Specifications/Statement of Work

C.1 Performance Work Statement

Foreign Service Institute Transition Center Training Division (FSI/TC/T)

MQ930 Security Overseas Seminar

Delivery of "Basic Personal Defense" Presentations Performance Work Statement

Background The George P. Shultz National Foreign Affairs Training Center of the Department of State is the federal government’s primary train-ing facility for personnel of the foreign affairs community. The Foreign Service Institute (FSI) is the Department bureau that provides training for employees of the Department of State and other agencies at the Shultz Center.

The Transition Center offers basic self-defense training to foreign affairs agency personnel and their eligible family members in the form of the Basic Personal Defense (BPD) course.

In its second year the course has had over 220 participants with an average class size of 18-23. The course is capped at 25 parti-cipants. The course is mostly comprised of Department of State employees and family members although it is open to all U.S. govern-ment employees.

Purpose The Foreign Service Institute is actively seeking a contractor with multiple presenters to facilitate the Basic Personal Defense (BPD) course. The overall aim of this BPD course is to motivate individuals to identify the likely personal security risks, primarily those overseas, and to develop a plan for dealing with those risks. The two and a half hour program is offered approximately twelve to sev-enteen (12-17) times a year, and utilizes a variety of techniques and information in order to maximize the effectiveness of the pro-gram. The BPD course requires qualified instructors with international experience to provide presentations on physical threats in the overseas environment and practical self-defense techniques and strategies.

Scope The ideal Presentation Team should be readily identified as diverse, having a team composed of both men and women. They should have a Team Lead presenter who can manage the Presentation Team effectively. The Presentation Team should also be experienced in adult and child self-defense techniques and well aware of current and relevant incidents that have occurred in real life situations.

The course blocks are not flexible and are set to the designated durations listed below. Therefore all instruction is encouraged to be in-novative but also remain compliant with the designated durations associated with each course.

Part One: Basic Personal Defense course for Adults The Basic Personal Defense (BPD) course occurs approximately once a month typically on Wednesdays. To meet the needs of our clients, we offer these courses in the morning, during the work day, and evenings after hours. The session is a total of 150 minutes al-lowing 10 minutes for safety brief, warm up and theory; 130 minutes shall then be used for practical exercises and drills; and the final 10 minutes reserved for questions and answers. The day of each session is subject to change and specific dates and times will be de-termined by the assigned Contracting Officer Representative (COR). Anticipated course dates will be provided in funded BPA calls.

After an introduction from the course coordinator, the course will begin with a safety brief to maximize the safety of the participants and reduce the possible occurrence of injury. The presentation shall contain, but is not limited to the following topics: physical threats in domestic and international environments and tactics and techniques to ward off physical threats. The presentation shall also include elements of situational awareness and an overview of current international criminal trends which may mirror some domestic trends, along with applicable deterrence. Instruction shall not include in any way weapons techniques or choke holds/choking techniques.

All instruction shall be defensive in nature.

Most offerings of BPD courses will be conducted at the Department of State’s Foreign Service Institute located in Arlington Virginia.

Entry level participants appreciate the non-intimidating environment and the presentation team must be careful not to move too fast and will avoid reliance on law enforcement, karate or judo jargon. Successful presentation teams are inclusive of all experiences when engaging in practical exercises and describing scenarios pertaining to self-defense. It is also important to acknowledge that some parti-cipants will not be able to engage in all of the practical exercises and are not required to do so. The level of self-defense and athleti-cism of the participants varies even though the program is described as entry level.

Part Two: Basic Personal Defense course for Teenagers The above description also applies and includes a subsequent program; a Basic Personal Defense course for teenage participants of the summer Young Diplomats Overseas Program (YDOP). Under this contract, an age appropriate version of BPD will be offered to For-eign Service Eligible Family Members between 13-18 years of age. Considering the age group includes 13-18 year old boys and girls, age appropriate content will take into consideration the physical strength and capacity of students, the vulnerability of adolescents, and will find a balance between preparing students for an altercation and not scaring them away from fully engaging in their future over-seas environment. The BPD for Teenager course will likely be schedule three-six (3-6) times during the summer (June-August) months. These offerings will coincide with the two-day Young Diplomats Overseas Program. Specific dates and times will be de-termined by the assigned Contracting Officer Representative (COR). Anticipated course dates will be provided in funded BPA calls.

Description of Agreement This will be a Blanket Purchase Agreement (BPA) with a one year base ordering period and four (4) additional one year ordering peri-ods. This solicitation will result in a presentation team contracted via a single award agreement. This solicitation is not for United States Government Civil Service jobs. Performance of these services will occur only as authorized by specific BPA Calls detailing dates, tasks and schedules. The government may issue orders requiring services at multiple locations.

Offerors must submit quotes to be considered for both the Basic Personal Defense for Adults and Basic Personal Defense for teen-agers. Companies may provide the same presentation team for both courses. The presenters will help support FSI’s intent to provide diversification of knowledge and presenter shared experiences. The FSI will evaluate all offers and determine if an Offeror is capable of providing both forms of instruction (theory and practical) for BPD for adults and BPD for teenagers.

No part of the services to be performed under this agreement may be subcontracted, and no obligation or duty arising out of the indi-vidual order may be transferred, or assigned, without the prior authorization of the Contracting Officer.

Purchase Limitation There will be no limit to the number of Calls issued under the BPA, however, the total value of orders placed under a BPA award shall not exceed $7 million dollars.

Extent of Obligation There is no specific commitment by either party, until dates, task and schedule are mutually negotiated. BPA Calls will be issued un-der a BPA based upon the government's need and according to FSI's determination of what is most advantageous to the Government.

FSI does not guarantee any minimum level of work under any resultant BPA.

Individuals authorized to purchase under the BPA Only an FSI Contracting Officer may enter into agreement with the contractor through the issuance of a BPA Call. Only an FSI Con-tracting Officer can make modifications to the BPA or BPA Call through a modification.

Prior approval by the Contracting Officer and the technical representative of the program office for subcontracting is required and must be documented.

Neither the COR/GTM have the authority to make changes in this Performance Work Statement or in the terms and conditions of this agreement; any necessary changes are only made by the Contracting Officer in the form of a bilateral agreement. The Contractor is forewarned that the Government will not compensate any additional work by the contractor if it is not authorized in the BPA.

Definitions Here forward Contractor will refer to the contractor/company who will ultimately be responsible for services rendered and billing.

Furthermore, Presentation Team will be the actual professionals tasked with facilitating/instructing the MQ930 Basic Personal De-fense for Adults (BPD) and Basic Personal Defense for Teenagers. Differences between the Basic Personal Defense for Adults Presentation Teams and Basic Personal Defense for Teenagers Presentation Teams will be delineated as necessary.

Qualifications The Contractor shall showcase the expertise, knowledge and experience of their proposed Presenter(s) in the areas of Basic Personal Defense in the post September 11 era which now places more emphasis on American’s safety than ever before.

The Presenter(s) shall have travel experience in foreign countries, familiarity with foreign policy issues, and possess a working know-ledge of the current structure, policies, regulations and operational mechanisms of U.S. foreign affairs government agencies, in partic-ular U.S. Embassy security measures.

The Presenter(s) shall have previous verifiable training and public speaking experience in classroom or seminar setting. Presenter(s) with professional familiarity of Foreign Affairs agencies are highly preferred.

Requirements *The Presentation Team will include four presenters regardless of class size, not to exceed 25. The four presenters may include the Team Lead.

*An approved Presentation Team must deliver the presentation. In the case a Contractor will be unavailable to provide a Presentation

Team to deliver the course they must notify the Contracting Officer’s Representative (COR) and/or Government Technical Monitor (GTM) as soon as possible but no less than five business days prior to course date and time, barring an emergency.

*Contractors/Presentation Teams will be required to submit updated session outline, lesson plan, presentation files and presenter notes to the course coordinator at least five working days prior to the course. This includes various sessions that may be developed as part of a series; although, the series must continue to be fundamentally introductory in nature.

*The Presentation Team must arrive 20 minutes prior to the start of the course and respond to follow-up questions during the final ten minutes of the course.

*The Presentation Team must employ self-defense theories, related experiences and applications, including but not limited to: case studies and open discussions to allow students ample opportunities to discuss various theories and strategies presented in class. Activ-ities should be applicable to current, real-life situations faced by US government employees overseas.

*The Contractor/Presentation Team shall prepare and use top-quality visual aids compatible with the Foreign Service Institute's audi-ovisual technology. Such visual aids might include PowerPoint presentations, online course resources or hard copy handouts. Indi-vidual visual aids are subject to the approval of the course coordinator. New handouts and course materials must be submitted for ap-proval and reproduct at least 5 business days prior to the next course offering.

*The Contractor and Presentation Team Lead will be required to attend an initial post-award orientation meeting with the COR/GTM onsite at FSI. The meeting will last up to an hour. The awardee (Contractor and Presentation Team Lead) must also attend at least one meeting per year with the COR to review student evaluations, objectives, and structure of the course. This annual meeting will last up to one hour and will be onsite at FSI or via telephone at the discretion of the COR. These meetings are not billable—the cost of con-tractor attendance must be integrated into the fully loaded course rates.

*The Contractor/Presentation Team must work with the COR/GTM to address any issues with the presentation and content of the course, performance concerns for individual instructors, and other feedback in response to evaluations from students and staff, and/or updates to security procedures or State Department policies.

*After the initial award of BPA, the Contractor may not substitute or replace the Team Lead, without first vetting substitutes through the COR and receiving written approval from the COR. Furthermore, the Team Lead may not be changed for three months starting from the first billable action under the contract.

*The Contractor/Presentation Team is responsible for maintaining and updating DUNS numbers and Sam.gov registration including Representations and Certifications and in ensuring their accuracy and validity. It is also the responsibility of the contractor to update FSI with any changes in financial information for proper billing and payment.

*The Contractor/Presentation Team will refrain from promoting one’s business services and references to participants becoming cli-ents of presenters’ firms.

*The Contractor/Presentation Team must designate either a key program manager or the Lead Presenter as key program manager, who will be responsible for all Government correspondence, scheduling and billing. The key program manager is the COR and CO’s maintain point of contact with the vendor in administration of the BPA and to address any concerns that may arise. This position shall not be billable to the Foreign Service Institute.

*The Government will not provide any liability insurance to contractors performing services under this award. It is the Contractor’s responsibility to ensure what if any coverage is appropriate and insure their employees who will be performing under this award ac-cordingly.

Other Should it be necessary to cancel or postpone one or more of the Basic Personal Defense courses, every effort will be made to gives the Contractor and Presentation Team a minimum of one week’s notice prior to the scheduled start of the session in question.

By mutual agreement, and depending on the availability of funds, the contractor could be contacted to provide additional sessions, throughout the period of the BPA.

Government Provided Property The Government will provide all necessary supplies to perform the duties listed above. Supplies are considered computer, projector, slide advancer, microphones, striking dummies, striking pads, and floor mats. The contractor will be providing the actual subject mat-ter content and any associated materials. The contractor can bring in visual aids or any material that is in support of an interactive learning environment or innovative learning environment, however, this will all be under the supervision and approval of the COR/

GTM.

Data Rights All materials developed by the Contractor and their associated Presenter(s) become the property of the Government; and the Contract-or/Presenter(s) may not copy or reproduce them in any way for use outside of an FSI class, share them by any means outside of the Foreign Service Institute, or publish them in any fashion without the express permission of the Director of the Transition Center.

Quality Assurance The COR/GTM (Contracting Officers Representative/Government Technical Manager) determines acceptability of services according to the Performance Work Statement (PWS) and performance metrics. The Government has the right to inspect and approve all ser-vices called for in orders issued under the BPA.

If the Contractor fails to perform the required services at an acceptable level as determined by the Supervisor/GTM, either from a per-formance or professionalism standpoint, the Government reserves the right to terminate the BPA.

Technical Direction The COR/GTM shall provide guidance regarding the interpretation of the PWS and the session objectives.

The contractor is expected to carry out instructions received from the COR/GTM in a professional and timely manner. The Govern-ment will not provide extensive counseling to the contractor on their performance. It is assumed that once the Contractor/ Presentation Team receive instructions and/or feedback about how to perform the duties that they will implement the instructions. Should contract-or performance not be adequate, the Government may cease issuance of additional BPA calls and may seek additional recourse up to and include the termination for cause of already funded BPA calls.

Contractors Awarded offerors under this solicitation understand that they are self-employed contractors and not Government employees. As such, the Contractor is responsible for managing their taxes, health insurance, liability insurance, social security payments, etc. The Govern-ment will pay the Contractor based on the fully loaded firm-fixed price per course rate; the Contractor is responsible for paying their personal expenses. The government will pay no benefits under this agreement. Contractors will be issued a BPA Call that will detail the period of performance their services may be required. The award of a BPA does not necessarily mean that the government will make a BPA Call of services.

The contractor is responsible for parking expenses on site at FSI ($5 per car, if arrival before 12PM is required).

Termination of BPA Calls If the government determines that the terms and conditions of the BPA or BPA Call are not adequately met, the government reserves the right to terminate for cause. GTMs are responsible for monitoring contractor performance. Should they observe that a contractor is failing to follow guidance, is unable to complete designated tasks, cannot work collegially with colleagues, or is demonstrating any other unprofessional behavior; the GTM will advise the contractor and also notify the COR and CO. The government may also ter-minate for convenience as determined by the government’s needs.

C.2 Performance Metrics

1. Performance Metrics - Contractor Evaluation The awarded BPA and subsequent BPA calls will be closely monitored by the COR(s)/ACOR(s) and GTM(s) throughout the entire period of performance and will be reported on at minimum one time annually at the con-clusion of each ordering period. The evaluation will be submitted via CPARS, the Contractor Performance As-sessment Reporting System and become available via the Past Performance Information Retrieval System (PPIRS). The evaluation will be considered in determining if additional BPA calls are issued.

The performance metrics, by which the contractor company will be evaluated, including the the contractor com-pany's adherence to the PWS requirements, are included below.

2. Performance Metrics - Evaluation Ratings and Definitions 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 receive a minimum of Very Good in all Evaluation Areas. Performance will be rated as follows:

Exceptional: Performance meets contractual requirements and exceeds many to the Government’s benefit. The contractual performance of the element or sub-element being evaluated was accomplished with few minor prob-lems for which corrective actions taken by the Contractor were highly effective. Facilitator(s) routinely demon-strate outstanding facilitation skills, exceptional understanding of program requirements, and significantly ex-ceeds performance standards.

Very Good: Performance meets contractual requirements and exceeds some to the Government’s benefit. The contractual performance of the element or sub-element being evaluated was accomplished with some minor problems for which corrective actions taken by the Contractor was effective. Facilitator(s) routinely demon-strates excellent facilitation skills, a strong understanding of program requirements, and exceeds performance standards. Facilitator has exceptional strengths that significantly benefit the Government.

Satisfactory: Performance meets contractual requirements. The contractual performance of the element or sub-element contains some minor problems for which corrective actions taken by the Contractor appear or were sat-isfactory. Facilitator(s) demonstrates acceptable facilitation skills, an acceptable understanding of program re-quirements, and meets performance standards. Facilitator has few or no additional strengths that benefit the Government.

Marginal: Performance does not meet some contractual requirements. The contractual performance of the ele-ment or sub-element being evaluated reflects a serious problem for which the contractor has not yet identified corrective actions. The Contractor’s proposed actions appear only marginally effective or were not fully imple-mented. Facilitator(s) demonstrates poor facilitation skills, a shallow understanding of program requirements, and does not meet performance standards.

Unsatisfactory: Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The contractual performance of the element or sub-element contains a serious problem(s) for which the Contractor’s corrective actions appear or were ineffective. Facilitator(s) routinely fails to demon-strate facilitation skills and an understanding of program requirements.

3. Performance Metrics - Evaluation Areas For each of the Evaluation Areas below, performance will be rated and evaluated using, but not limited to, the following considerations:

Quality:

The Contractor and the Basic Personal Defense Presentation Team must adhere to the requirements as outlined in the PWS and facilitate a high quality educational session reflecting up-to-date self-defense techniques. Mul-tiple measurements will be used to formulate a rating including student feedback, observations of Transition Center and relevant security personnel from Department of State, as well as those of the COR/GTM. In addi-tion to student feedback, course coordinators and the COR/GTM will provide feedback on the presentation con-tent and tone as well as the instruction quality of individual presenters.

Schedule/Timeliness of Performance:

The Contractor and the Basic Personal Defense Presentation Team must adhere to session time parameters and respond to program coordination emails within 24 hours. The rating will be formulated by the COR/GTM based on his/her observation and input from the Security Overseas Seminar coordination team.

Management/Business Relations/Customer Satisfaction:

The Contractor and the Basic Personal Defense Presentation Team must provide effective customer service to the internal FSI clients of this contract COR/GTM, Transition Center staff and students - per their duties in the PWS. There is an expectation that the Contractor will listen to the feedback provided by the COR/GTM and actively take steps to align with the needs of the government as outlined in the PWS, including being responsive on feedback provided for individual instructors. The COR/GTM will use his/her expertise and general observ-ance of interactions and customer service with FSI staff, and students. The rating will be formulated by the COR/GTM based on his/her observation and input from the Security Overseas Seminar coordination team.

Key Personnel:

The COR will assess the contractor's performance in selecting, retaining, supporting, and replacing, when ne-cessary, key personnel Presenter Team Leads.

Additional considerations:

• How well did the contractor match the qualifications of the key position, as described in the contract/order, with the person who filled the key position?

• Was the Key Personnel responsive in addressing performance feedback for individual instructors?

• Did the contractor support key personnel so they were able to work effectively?

• If a key person did not perform well, what action was taken by the contractor to correct this?

• If a replacement of a key person was necessary, did the replacement meet or exceed the qualifications of the position as described in the contract or order schedule?

Section E- Inspection and Acceptance

E.1 Inspection and Acceptance of Services

The Contracting Officer’s Representative (or the ACOR in the COR’s absence) shall make inspection and ac-ceptance of the services to be provided hereunder. GTMs cannot accept services, but can advise the COR appro-priately.

E.2 The Role of Government Personnel and Responsibility for Contract 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 devi-ate from the contract terms, conditions, requirements, specifications, details and delivery schedules; make final decisions on disputed deductions from contract payments for non-performance or unsatisfactory performance;

terminate the contract for convenience or default; and issue final decisions regarding contract questions or mat-ters 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 Contract-ing 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;

using 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.

The COR will be responsible for technical direction, reviewing and approving contractor work plans, assessing contractor progress against work plans, receipt and acceptance of contract deliverables, reviewing and approv-ing invoices. The COR is also responsible for keeping the CO informed of any issues affecting contractor’s per-formance under the contract. Alternate COR(s) may be delegated to assume the role of the COR in the absence of the delegated COR.

*Government Technical Monitor (GTM):

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 nonperform-ance or unsatisfactory performance; preparing receiving reports; and advising the COR of any factors which may cause delay in work performance.

E.3 Quality Standards

All services performed under BPA calls issued from this BPA shall be of the highest quality standards, consist-ent with best industry practices, to assure timely provision of services, optimum Department of State customer satisfaction, and adequate protection of Government assets.

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

(a) Definition. "Services," as used in this clause, includes services performed, workmanship, and material fur-nished or utilized in the performance of services.

(b) The Contractor shall provide and maintain an inspection system acceptable to the Government covering the services under this contract. Complete records of all inspection work performed by the Contractor shall be maintained and made available to the Government during contract performance and for as long afterwards as the contract requires.

(c) The Government has the right to inspect and test all services called for by the contract, to the extent practic-able at all times and places during the term of the contract. The Government shall perform inspections and tests in a manner that will not unduly delay the work.

(d) If the Government performs inspections or tests on the premises of the Contractor or a subcontractor, the Contractor shall furnish, and shall require subcontractors to furnish, at no increase in contract price, all reason-able facilities and assistance for the safe and convenient performance of these duties.

(e) If any of the services do not conform with contract requirements, the Government may require the Contract-or to perform the services again in conformity with contract requirements, at no increase in contract amount.

When the defects in services cannot be corrected by reperformance, the Government may--

(1) Require the Contractor to take necessary action to ensure that future performance conforms to contract re-quirements; and

(2) Reduce the contract price to reflect the reduced value of the services performed.

(f) If the Contractor fails to promptly perform the services again or to take the necessary action to ensure future performance in conformity with contract requirements, the Government may--

(1) By contract or otherwise, perform the services and charge to the Contractor any cost incurred by the Gov-ernment that is directly related to the performance of such service; or

(2) Terminate the contract for default.

(End of clause)

Section F- Deliveries or Performance

F.1 Period of Performance (on or about)

BPA award will be for a one-year base ordering period and four additional one-year ordering periods.

Anticpated dates are as follows:

Base Ordering Period: August 15, 2017 through August 14, 2018 Ordering Period 1: August 15, 2018 through August 14, 2019 Ordering Period 2: August 15, 2019 through August 14, 2020 Ordering Period 3: August 15, 2020 through August 14, 2021 Ordering Period 4: August 15, 2021 through August 14, 2022

Actual ordering periods will be finalized at BPA award. Actual BPA calls issued hereunder will contain specif-ic dates.

F.2 Place of Performance

Primary Place of Performance:

U.S. Department of State, Building Annex SA-42 George P. Shultz National Foreign Affairs Training Center 4000 Arlington Boulevard Arlington, VA 22204

Secondary Location:

FSI Rosslyn Campus

1200 Wilson Blvd.

Travel costs to and from the primary and secondary place of performance are not direct reimbursements that are separately billed.

If Government requests course delivery at a location other than the primary or secondary, it will be agreed upon prior to issuing a BPA Call, and is subject to the travel language in Section G.

F.3 Cancellation

Should the Government’s needs change and the sessions offered via BPA calls are no longer required, individu-al sessions may be cancelled. In the event of a cancellation, every effort will be made to give the Contractor a notice of 5 business days prior to the scheduled beginning of performance. In the event of cancellation, the con-tractor will only be paid for actual documented costs incurred in the performance of services in preparation for delivery of the session. In the case of postponement of BPD sessions, the contractor will be reimbursed only actual documented costs that cannot be deferred until the rescheduled session(s).

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, ACOR(s), and GTM(s) will be designated by name per individual BPA call issued under this BPA. In addition, a COR will be delegated for the overall BPA.

(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. 20522-4201 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 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.

G.2 Contractor Travel Administration--Policies

* The contractor shall not be paid for daily commuting costs and parking for contractor staff who reside in the metropolitan area in which the tasks are being performed.

*Relocation costs and travel costs incidental to relocation for contractor staff are not allowable and will not be reimbursed.

*For travel costs/personnel transportation other than described in this “Policies” section, the contractor shall be reimbursed on the basis of actual amounts paid to the extent that such transportation is necessary for the per-formance of services under the contract and is authorized in advance by the COR via each individual task order, subject to any limitations therein. G&A and profit on travel expenses shall not be authorized.

*Contractor will not be reimbursed for excess costs incurred as a result of any of the following: an indirect route as a matter of personal preference, premature departure for personal reasons from a temporary location, or ex-tending a stay for personal reasons. The cost of travel for spouses, other family members, and friends is not al-lowable under any circumstance.

*The following are some examples of travel expenses that are Non-Reimbursable:

-alcohol beverages, entertainment;

-laundry, dry cleaning and pressing (covered under M&IE per diem reimbursement) -travel insurance -parking fines -charges incurred because of indirect travel for personal reasons -gratuities and tips paid to porters, waiters, bellboys, and hotel mails inside the lodging facility (covered under lodging per diem reimbursement) -any charges, fees, or other associated costs related to the making of reservations or other accommodations for travel

*If a temporary assignment concludes during the workday and is located within 100 miles of the contractor’s primary place of performance, the contractor shall not be reimbursed for the cost of per diem lodging at the tem-porary place of performance. However, reimbursement for Meals and Incidental Expenses (M&IE) and POV use, if applicable, is allowable for services performed at a location that is more than fifty (50) miles from the travelling contract staffer’s primary place of performance .

* When transportation by Privately Owned Vehicle (POV) is authorized, the contractor shall be paid on a mileage basis. This mileage rate will not exceed the applicable rate as determined by the GSA POV Mileage re-imbursement rates (currently found at www.gsa.gov/mileage). The Department of State does not insure con-tractors, their employees, or their vehicles for liability.

*The contractor shall, in the performance of necessary and requested travel, use the lowest cost mode commen-surate with the requirements of the mission and in accordance with good traffic management principles.