SFSIAQ17R0009.pdf

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

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

1. REQUISITION NUMBER

10316180002

5. SOLICITATION NUMBER

SFSIAQ17R0009

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

DATE

06/20/2017

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

07/20/2017 14:00:00

CODE FSIAQ

FSI OFFICE OF AQUISITIONS (FSI/EX/GSACQ)

4000 ARLINGTON BLVD

ARLINGTON, VA 22204

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

SMALL BUSINESS

X 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: 541611

SIZE STANDARD: $0

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

RFQ IFB X 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

1900 - 2016 - 19___601130001 - FSI - 1031 - 103101 - 260210 - 6130 - 2589 - FSI0000

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 __1__ 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

06/20/2017

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 02/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

SFSIAQ17R0009

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. Intent to Award

2. Set Aside

3. Indefinite Quantity Contract

4. Expected Services

5.1 Hourly Rates

5.2 Procurement Specific Rate Submission Table (A) CLINs 001-002

6. Rate Refreshment

7. Additional Labor Categories/Position Descriptions

C Descriptions/Specifications/Statement of Work

1.1 Preamble

1.2 Introduction & Scope

1.3 Incorporation of Contractor's Technical Proposal

1.4 Assumptions

1.5 Qualifications

1.6 Funding Estimate

1.7 Labor Categories/Position Descriptions

1.8 Technical Direction

1.9 Training for Contractors

1.10 Compensation Plan

1.11 Subcontracting Management Plan (if applicable)

1.12 Staffing Plan and Requirements

1.13 Procedures for New Task Order Requests

1.14 Performance Standards for New and Backfill Task Order Positions

1.15 Quality Control Plan

1.16 Management and Communication Plan

2.1 Performance Metrics--Contractor Evaluation (CPAR)

2.2 Performance Metrics- CPARS Evaluation Ratings Definitions

2.3 Performance Metrics- CPARS Evaluation Areas

E Inspection and Acceptance

1. Inspection and Acceptance of the Services

2. Contractor Responsibility

3. The Role of Government Personnel and Responsibility for Contract Administration

4. Quality Standards

5. Methods of Surveillance

F Deliveries or Performance

1. Period of Performance

2. Place(s) of Performance

3.1 Contractor Schedules

3.2 (Lunch) Break

3.3 Unexpected Government Closures

G Contract Administration Data

FSI1 FSI INVOICING INSTRUCTIONS AND NON-PAYMENT FOR UNAUTHORIZED WORK 33

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

1. Additional Invoicing Instructions

2. Burn Rate Notification

3. Task Order Customization

4. Telework

5. Government Furnished Equipment (GFE)

6.1 Contractor Travel Contract Administration

6.2 Per Diem

6.3 Reimbursement

6.4 Overseas Travel

6.5 Defense Base Act (DBA) Insurance Requirements

H Special Contract Requirements

1. Security Requirements

2. Standards of Conduct

3. Smoke Free Workplace

4. Removal from Duty

5. Clearance and Building Access

6. Parking and Government Facility Entry

7. Safeguarding of Information

8. Contractor Personnel Medical Requirements

I Contract Clauses

652.216-70 ORDERING INDEFINITE-DELIVERY CONTRACTS (APR 2004)

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

(AUG 1999)

52.203-3 Gratuities (Apr 1984) 52.204-12 Unique Entity Identifier Maintenance (Oct 2016) 52.212-4 Alt I Contract Terms and Conditions--Commercial Items (Jan 2017) - Alternate I (Jan 2017) 52.216-31 Time-and-Materials/Labor-Hour Proposal Requirements - Commercial Item Acquisition (Feb 2007) 52.222-1 Notice to the Government of Labor Disputes (Feb 1997) 52.232-39 Unenforceability of Unauthorized Obligations (Jun 2013) 52.237-2 Protection Of Government Buildings, Equipment, And Vegetation (Apr 1984) 52.246-25 Limitation of Liability - Services (Feb 1997) 52.253-1 Computer Generated Forms (Jan 1991)

652.232-72 LIMITATION OF FUNDS (AUG 1999)

52.204-4 Printed or Copied Double-Sided on Postconsumer Fiber Content Paper (May 2011) 52.204-9 Personal Identity Verification of Contractor Personnel (Jan 2011) 52.223-5 Pollution Prevention and Right-to-Know Information (May 2011) 52.227-14 Rights in Data - General (May 2014) 52.242-13 Bankruptcy (July 1995) 52.245-1 Government Property (Jan 2017) 52.204-2 Security Requirements (Aug 1996) 52.202-1 Definitions (Nov 2013) 52.203-6 Alt I Restrictions On Subcontractor Sales To The Government (Sept 2006) - Alternate I (Oct 1995) 52.203-16 Preventing Personal Conflicts of Interest (Dec 2011) 52.204-13 System for Award Management Maintenance (Oct 2016) FSI4 Contractor Self-Identification

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

2015) 52.212-4 Addendum 52.212-4 and 52.212-4 Alt I Contract Terms and Conditions--Commercial Items Addendum 52.216-18 Ordering (Oct 1995) 52.216-19 Order Limitations (Oct 1995) 52.216-22 Indefinite Quantity (Oct 1995) 52.217-8 Option to Extend Services (Nov 1999) 52.217-9 Option to Extend the Term of the Contract (Mar 2000) 52.252-2 Clauses Incorporated by Reference (Feb 1998) 52.212-5 Contract Terms and Conditions Required To Implement Statutes or Executive Orders--Commercial Items (Jan 2017)

652.204-70 DEPARTMENT OF STATE PERSONAL IDENTIFICATION CARD POLICY AND

PROCEDURES (FEB 2015)

52.216-25 Contract Definitization (Oct 2010)

J List of Attachments K Representations, Certifications, and Other Statements of Offerors or Respondents

52.203-18 Prohibition on Contracting with Entities that Require Certain Internal Confidentiality Agreements or Statements--Representation (Jan 2017) 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)

52.209-7 Information Regarding Responsibility Matters (Jul 2013) 52.212-3 Offeror Representations and Certifications--Commercial Items (Jan 2017) 652.209-79 Representation by Corporations Regarding an Unpaid Delinquent Tax Liability or a Felony Criminal Conviction under any Federal Law. (DEVIATION)(Sept 2014) 52.204-20 Predecessor of Offeror (Jul 2016)

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) 52.212-1 Addendum Addendum to: 52.212-1 Instructions to Offerors--Commercial Items

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

52.216-1 Type of Contract (Apr 1984) 52.233-2 Service of Protest (Sept 2006) 52.252-1 Solicitation Provisions Incorporated by Reference (Feb 1998)

1. Proposal Preparation Instructions

2. Authorized Negotiators

3. Additional Instructions

4. SF-1449 Instructions

5. Past Performance 52.222-46 Evaluation of Compensation for Professional Employees (Feb 1993)

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

1. Basis for Award

2. Tiered Evaluation

3. Evaluation Factors

4. Eligibility for Award

5. Source Selection Process

001 Senior Procurement Analyst, performed in accordance with the Performance Work Statement in Section C.1

Overtime Rate: $xx.xx/hr

0.00 HR

BASE YEAR

Doc Ref No: 10316180002

Delivery Date (Start to End) Date FOB:

09/01/2017 to 08/31/2018 Destination

002 Senior Procurement Analyst, performed in accordance with the Performance Work Statement in Section C.1

Overtime Rate: $xx.xx/hr

0.00 HR

OPTION YEAR 1

Doc Ref No: 10316180002

Delivery Date (Start to End) Date FOB:

09/01/2018 to 08/31/2019 Destination

003 Senior Procurement Analyst, performed in accordance with the Performance Work Statement in Section C.1

Overtime Rate: $xx.xx/hr

0.00 HR

OPTION YEAR 2

Doc Ref No: 10316180002

Delivery Date (Start to End) Date FOB:

09/01/2019 to 08/31/2020 Destination

004 Senior Procurement Analyst, performed in accordance with the Performance Work Statement in Section C.1

Overtime Rate: $xx.xx/hr

0.00 HR

OPTION YEAR 3

Doc Ref No: 10316180002

Delivery Date (Start to End) Date FOB:

09/01/2020 to 08/31/2021 Destination

005 Senior Procurement Analyst, performed in accordance with the Performance Work Statement in Section C.1

Rate: $xx.xx/hr

0.00 HR

OPTION YEAR 4

Doc Ref No: 10316180002

Delivery Date (Start to End) Date FOB:

09/01/2021 to 08/31/2022 Destination

006 HR Classification Specialist, performed in accordance with the Performance Work Statement in Section C.1

Overtime Rate: $xx.xx/hr

0.00 HR

BASE YEAR

Doc Ref No: 10316180002

Delivery Date (Start to End) Date FOB:

09/01/2017 to 08/31/2018 Destination

007 HR Classification Specialist, performed in accordance with the Performance Work Statement in Section C.1

Overtime Rate: $xx.xx/hr

0.00 HR

SFSIAQ17R0009

Line Item Summary

Solicitation Number:

SFSIAQ17R0009

Contract Number: Title: FSI Professional Services Date of Solicitation:

06/20/2017

Line Item No. Description Quantity Unit Unit Price Total Cost

OPTION YEAR 1

Doc Ref No: 10316180002

Delivery Date (Start to End) Date FOB:

09/01/2018 to 08/31/2019 Destination

008 HR Classification Specialist, performed in accordance with the Performance Work Statement in Section C.1

Overtime Rate: $xx.xx/hr

0.00 HR

OPTION YEAR 2

Doc Ref No: 10316180002

Delivery Date (Start to End) Date FOB:

09/01/2019 to 08/31/2020 Destination

009 HR Classification Specialist, performed in accordance with the Performance Work Statement in Section C.1

Overtime Rate: $xx.xx/hr

0.00 HR

OPTION YEAR 3

Doc Ref No: 10316180002

Delivery Date (Start to End) Date FOB:

09/01/2020 to 08/31/2021 Destination

010 HR Classification Specialist, performed in accordance with the Performance Work Statement in Section C.1

Overtime Rate: $xx.xx/hr

0.00 HR

OPTION YEAR 4

Doc Ref No: 10316180002

Delivery Date (Start to End) Date FOB:

09/01/2021 to 08/31/2022 Destination

011 HR Employee Relations Specialist, performed in accordance with the Performance Work Statement in Section C.1

Overtime Rate: $xx.xx/hr

0.00 HR

BASE YEAR

Doc Ref No: 10316180002

Delivery Date (Start to End) Date FOB:

09/01/2017 to 08/31/2018 Destination

012 HR Employee Relations Specialist, performed in accordance with the Performance Work Statement in Section C.1

Overtime Rate: $xx.xx/hr

0.00 HR

OPTION YEAR 1

Doc Ref No: 10316180002

Delivery Date (Start to End) Date FOB:

09/01/2018 to 08/31/2019 Destination

013 HR Employee Relations Specialist, performed in accordance with the Performance Work Statement in Section C.1

Overtime Rate: $xx.xx/hr

0.00 HR

OPTION YEAR 2

Doc Ref No: 10316180002

SFSIAQ17R0009

Line Item Summary

Solicitation Number:

SFSIAQ17R0009

Contract Number: Title: FSI Professional Services Date of Solicitation:

06/20/2017

Delivery Date (Start to End) Date FOB:

09/01/2019 to 08/31/2020 Destination

014 HR Employee Relations Specialist, performed in accordance with the Performance Work Statement in Section C.1

Overtime Rate: $xx.xx/hr

0.00 HR

OPTION YEAR 3

Doc Ref No: 10316180002

Delivery Date (Start to End) Date FOB:

09/01/2020 to 08/31/2021 Destination

015 HR Employee Relations Specialist, performed in accordance with the Performance Work Statement in Section C.1

Overtime Rate: $xx.xx/hr

0.00 HR

OPTION YEAR 4

Doc Ref No: 10316180002

Delivery Date (Start to End) Date FOB:

09/01/2021 to 08/31/2022 Destination

1. Intent to Award

The Foreign Service Institute, Department of State, intends to award at least one Indefinite Delivery/Indefinite Quantity (ID/IQ) labor-hour task order contract that establishes the terms and conditions applicable to the future acquisition of Professional Program Support Services in accordance with the solicitation.

The solicitation utilizes FAR Part 12 (Acquisition of Commercial Items) in conjunction with the policies and procedures for solicitation, evaluation, and award prescribed in FAR Part 15 (Contracting by Negotiation).

This is a nonpersonal services contract, as defined by the Federal Acquisition Regulation (FAR 37.101). This ID/IQ is not for United States Government Civil Service jobs.

As a labor-hour contract, the contractor will only receive hours paid for hours worked. However, see Unexpec-ted Government Closures in Section G. for specific and limited exceptions. Performance of the contracted ser-vices will only occur as authorized by specific orders detailing dates, labor categories, and funding informa-tion.

2. Set Aside

This requirement will be reserved 100% exclusively for HUBZone entities. Offers shall be considered a small business concern under the NAICS code 541611 on the System for Award Management (www.sam.gov) at both time of proposal submission and contract award. HUBZone offerors shall also have an active, unex-pired HUBZone Certification on their SBA Profile located through the SBA’s Dynamic Small Business Search (http://dsbs.sba.gov/dsbs/search/dsp_dsbs.cfm) at both the time of proposal submission and contract award.

It is the offeror’s responsibility to ensure proper compliance with the HUBZone program and its re-quirements as well as all the applicable federal statutes and codes (e.g.13 CFR 121 and 13 CFR 124).

Failure to properly comply is a basis for removal from further consideration and/or exclusion from con-

SFSIAQ17R0009

Line Item Summary

Solicitation Number:

SFSIAQ17R0009

Contract Number: Title: FSI Professional Services Date of Solicitation:

06/20/2017 tract award.

3. Indefinite Quantity Contract

*The anticipated period of the contract is one (1) base year (effective date of award for one year) plus four (4) one (1) year option periods. The dates in the table below are anticipated and subject to change depending on ac-tual contract award/effective date:

Contract Period Dates Base Year 09/01/2017-08/31/2018 Option Year 1 09/01/2018-08/31/2019 Option Year 2 09/01/2019-08/31/2020 Option Year 3 09/01/2020-08/31/2021 Option Year 4 09/01/2021-08/31/2022

*In accordance with FAR 52.217-8, the final option year 4 may be extended for a maximum of six months bey-ond the conclusion of the final option year. The anticipated final day of option year 4 is 08/31/2022). In the event of an extension, option year 4 rates shall not be adjusted.

*The total minimum amount of services that the government will acquire under this ID/IQ contract shall be any combination of services equal to $4,000. This minimum will be met when the first task order is issued concur-rently with ID/IQ contract award. The total value of all services acquired under this contract for the base year and any and all option years exercised shall not exceed $15 million dollars.

*There will be no limit to the total number of task orders issued under this ID/IQ

*The Government may issue orders requiring services at multiple locations (see Section F for Places of Per-formance)

*The only agency and bureau authorized to issue orders from this ID/IQ contract is the Department of State, Foreign Service Institute (DOS/FSI). Only FSI Contracting Officers may issues orders from this ID/IQ.

*The fully loaded hourly rates negotiated at the ID/IQ level for an individual task order shall be fixed for the period of that individual task order under labor-hour arrangements. The Government will pay the negotiated fixed fully-loaded hourly labor rate for only performed labor that meets the labor qualifications specified in the contract and individual task order. Labor hours for each labor category will be paid at the same negotiated fixed fully-loaded hourly labor rate regardless of whether the individual performing the labor works (either as an em-ployee or consultant) for the prime contractor or a subcontractor, if applicable.

*Oral orders are only authorized when placed by a warranted FSI CO and confirmed in writing by a Notifica-tion to Proceed (NTP). Please see Section G for individuals authorized to issue orders, and the clause FSI1 In-voicing Instructions & Non-Payment for Unauthorized Work

4. Expected Services

Services under this contract shall be performed in accordance with the Performance Work Statement (Section C.1) and the additional parameters described within this document. In order to be considered for award, the contractor must be able to provide contractor staff for services for all the labor categories/position descriptions in Section C when requested by the Government via the issuance of a task order.

5.1 Hourly Rates

Contractor shall provide the following hourly rates for each labor category/position description found in Section C:

*The unloaded labor hourly rate proposed for each labor category/position. This is the minimum hourly rate at which all contract staff working under the particular labor category shall be compensated.

*The fully loaded billable hourly rate proposed for each labor category/position. These fixed, fully burdened hourly labor rates include but are not limited to: direct labor (including employee compensation), applicable in-direct expenses, and profit. The rates must also reflect expenses for contract management, including the prepar-ation of invoices, cost and technical proposals, contractor status reports, etc. but must exclude travel re-lated reimburseable direct costs. Other than travel costs, the Government will not recognize any additional costs which are not made a part of these rates.

*The fully loaded overtime billable hourly rate for each labor category. All positions under this con-tract shall not be subject to the SCA and therefore all labor categories are exempt from the FLSA. The fully loaded overtime billable rate shall be the same as the fully loaded billable hourly rate. Compliance with all labor regulations is the responsibilty of the contractor.

*In order to receive consideration for award, the contractor shall include these aforementioned rates for the base and each option period at the time of proposal submission. Failure to fully complete the table in Section B.5.2 may result in removal from further consideration for award in accordance with Section L and M.

5.2 Procurement Specific Rate Submission Table (A) CLINs 001-002

*Contractor shall complete the table below to provide the following hourly rates for the base and each option period for each labor category found in Section C.

*Contractor shall enter rates for all cells/labor categories for the base and each option year at the time of pro-posal submission.

*If the contractor determines that a labor category does not have an overtime rate due to non-applicability of the Service Contractor Labor Standards (SCA) or an exemption under the Fair Labor Standards Act (FLSA), the Overtime Rate column (column 4) shall be completed using the same Fully Loaded Billable Hourly Rate for that labor category (column 3).

BASE YEAR

09/01/2017- 08/31/2018

CLIN Unloaded Labor Hourly Rate

Fully Loaded Billable Hourly Rate

Overtime Rate

Procurement Analyst 001

Human Resources Classi-fication Specialist

Human Resources Eploy-ee Relations Specialist

OPTION YEAR 1

09/01/2018- 08/31/2019

CLIN Unloaded Labor Hourly Rate

Fully Loaded Billable Hourly Rate

Overtime Rate

Procurement Analyst 002

Human Resources Classi-fication Specialist

Human Resources Em-ployee Relations Special-ist

OPTION YEAR 2

09/01/2019- 08/31/2020

CLIN Unloaded Labor Hourly Rate

Fully Loaded Billable Hourly Rate

Overtime Rate

Procurement Analyst 003

Human Resources Classi-fication Specialist

Human Resources Em-ployee Relations Special-ist

OPTION YEAR 3

09/01/2020- 08/31/2021

CLIN Unloaded Labor Hourly Rate

Fully Loaded Billable Hourly Rate

Overtime Rate

Procurement Analyst 004

Human Resources Classi-fication Specialist

Human Resources Em-ployee Relations Special-ist

OPTION YEAR 4

09/01/2021- 08/31/2022

CLIN Unloaded Labor Hourly Rate

Fully Loaded Billable Hourly Rate

Overtime Rate

Prcourement Analyst 005

Human Resources Classi-fication Specialist

Human Resources Em-ployee Relations Special-ist

6. Rate Refreshment

The labor rates are fixed for all ID/IQ year periods (base and option years), however, the Contractor may submit a proposal to reduce the fixed labor rates at any time during the life of this ID/IQ. The Government will review these proposals and determine if the revised rates are realistic and in the best interest of the Government. If the rates are accepted, the Government will modify the ID/IQ by incorporating the revised rates into the ID/IQ.

7. Additional Labor Categories/Position Descriptions

At any time and throughout the life of the ID/IQ, at the request of the FSI CO, the Contractor may propose addi-tional labor categories, rates, and descriptions in addition to the Government labor categories included in this solicitation and resulting contract. These additional labor categories, rates, and descriptions, will be negotiated on a case-by-case basis. The additional categories, rates, and descriptions proposed, upon determined by the Government that they are fair and reasonable, will be incorporated by bilateral modification into the ID/IQ. Any additional labor categories incorporated after contract award shall not fall outside the general scope of this ID/ IQ as determined by the Contracting Officer.

Section C- Descriptions/Specifications/Statement of Work

1.1 Preamble

The Foreign Service Institute (FSI) is the Federal 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 over-seas and in Washington. At the George P. Shultz National Foreign Affairs Training Center, the FSI provides more than 800 courses—including some 70 foreign languages—to more than 100,000 enrollees a year from the State Department and more than 40 other government agencies and the military service branches. FSI develops the men and women our nation requires to fulfill our lead-ership role in world affairs and to advance and defend U.S. interests.

The Institute's programs include training for the professional development of Foreign Service administrative, consular, economic/ commercial, political, and public diplomacy officers; for specialists in the fields of information management, office management, se-curity, and medical practitioners and nurses; for Foreign Service Nationals who work at U.S. posts around the world; and for Civil Service employees of the State Department and other agencies. Ranging in length from one day to two years, courses are designed to promote successful performance in each professional assignment, to ease the adjustment to other countries and cultures, and to en-hance the leadership and management capabilities of the U.S. foreign affairs community.

Other courses and services help family members prepare for the demands of a mobile lifestyle and living abroad, and provide employ-ees and their families with important information about such critical and timely topics as emergency preparedness and cyber security awareness, among others.

1.2 Introduction & Scope

FSI is organized like a university and consists of five schools:

*The School of Language Studies (SLS)

*The School of Applied Information Technology (SAIT)

*The School of Leadership and Management (LMS)

*The School of Professional and Area Studies (SPAS)

*The Transition Center (TC)

In addition, the Office of the Executive Director for Management (EX) overseas operations to support the bureau’s training mission and programs. The Office of the Director leads FSI and provides strategic vision for the bureau.

FSI requires professional services, and other operational and training program support services within the five schools, EX, and the Office of the Director. The scope encompasses a broad range of program support and professional expertise necessary to facilitate the critical training that FSI delivers. The Contractor shall provide staff, both cleared and uncleared, to support FSI’s constantly evolving training objectives while maximizing customer service provided at the many schools and divisions that utilize this contract.

1.3 Incorporation of Contractor's Technical Proposal

*The contractor shall provide professional services in accordance with its technical proposal and any revisions submitted in response to this solicitation prior to contract award. The final version of the contractor’s technical proposal is incorporated into this Section C.

by reference. The awarded contractor shall also furnish the Contracting Officer with a soft copy of the technical proposal (.pdf file) at time of award notification. This soft copy will be incorporated as an attachment to the contract award document.

1.4 Assumptions

*The contractor shall provide staff that is capable of performing all tasks for all position descriptions/labor categories stated in this Performance Work Statement. The Government may provide training for any required tasks that will be unique to the Department of State (see Training Section for additional information).

*Contractor shall adhere to all U.S. Government, Department of State, and Foreign Service Institute regulations and procedures. The awarded Contractor will adhere to all written Standard Operational Procedures (SOPs) both presently in place and those which may be identified as necessary to clarify the FSI mission and do not unduly add to the scope of the contract. Current SOPs, if applicable, will be made available at the post-award orientation.

*The Government will evaluate the Contractor annually via the CPARS system based on the Performance Metrics specified in Section C.2

*The Contractor shall have a Secret Facility clearance at the time of award, and through the life of the contract. The Government will not sponsor any facility or individual security clearances. The Government may request both cleared (Secret) and uncleared contract-or staff. Individual task orders will specify if a clearance is required. If a clearance is required, it will be communicated to the con-tractor.

*The Contractor shall perform background checks on proposed contractor staff candidates to ensure that they are capable of obtaining a Secret clearance (if required) and passing the background check necessary to receive a DOS badge and facility access.

*Products developed under this contract shall be property of the U.S. Government in accordance with the Rights in Data Clause.

1.5 Qualifications

Qualifications

*All labor categories require contractor staff to have, at minimum, the following qualifications:

-U.S. citizenship

-Fluency in the English Language

-A high school diploma

-Two to three years of experience in a related field

-Superior organization skills

-Effective oral and written communication skills

-The ability to follow technical direction as delivered by the CO, COR, ACOR, or GTM.

-The ability to interact effectively in a multicultural setting

*The following qualifications and experience are desirable but not required. Proposed contractor staff with the following qualifications and experience may receive recommendation over candidates with only the minimum qualifications listed above:

-Secondary education, such as associates or bachelor’s degrees.

-Work experience in an educational or training institute

-Skills or experience relevant to the particular training division that the contractor is being proposed to support (e.g. foreign language skills in SLS or regional experience in SPAS/AS)

*In some labor categories additional educational and experience qualifications are required beyond the qualifications found in this section. These specific qualifications are included in the corresponding labor category position description found in this Section.

1.6 Funding Estimate

The Government estimates funding each full time position for a standard of 1880 hours per year. This estimate is non-binding and subject to change per the needs of each FSI program and may vary on a task order or posi-tion basis.

The Government anticipates that the majority of incumbent personnel are full time (40 hours per week), al-though the need for new part time positions may arise in the future.

1.7 Labor Categories/Position Descriptions

1. Senior Procurement Analyst Introduction Support of the Foreign Service Institute mission and objectives requires significant activities in contracting for and procuring the ser-vices, supplies, furniture, office equipment, and IT equipment and software necessary for efficient and effective operations. Uniquely, the Foreign Service Institute has been assigned contracting authority by the State Department's Office of the Procurement Executive in concert with the provisions of the Foreign Service Act of 1980 and the Federal Acquisition Regulations.

Knowledge of all pre-award and post-award phases of the systems acquisition program, beginning with the initial strategy and plan-ning phase and continuing through contract negotiation, award, administration, termination and closeout, including the merging of subsystems and components and the meeting of scheduled goals, or mastery of procurement functions in order to be a recognized ex-pert responsible for generating new procurement concepts. A working familiarity with the Federal Acquisition Regulation (FAR) is required.

Reporting The Specialist shall maintain open, timely, and effective communications with the FSI/ACQ Contracting Officer and Division Direct-or, resulting in a relationship that proactively addresses potential problems with flexible, workable solutions.

Duties/Responsibilities Procurement Assistance

• Review and amend procurement requests to include, assisting with the review of Statements of Work and purchase requests for goods and services

• Monitor progress of contracting and procurement actions; keep Contracting Officer (CO) informed of areas for con-cern

• Prepare final award documents for contracting actions, both electronically and physically, ensuring all required docu-ments are included and attached

• Maintain procurement documents and contracting records/files, as required

• Interact routinely with vendors; under the close direction of the CO, request quotes, submit request for proposals (RFPs), respond to proposals, and follow-up with vendors

• Prepare solicitations and award documentation

• Conduct market research

• Analyze requests and make recommendations regarding their reasonableness for other than full and open competi-tion. When required, assist in the preparation of documentation to support other than full and open competition.

Contract Administration

• After contracts are award by the CO, work with the CORs to maintain proper COR file documentation

• Submit Federal Procurement Database System (FPDS) actions within three days after award for contracts com-pleted.

• Maintain detailed contract and invoice files per the direction of the DOS Acquisition Quality Assurance Plan

• Set up and maintain logs and library systems showing the status of actions and correspondence; ensure files and correspondence include all required documents and signatures

Document Preparation

• Use Microsoft Office Suite ® proficiently to include, word processing, Excel, Access and power point.

• Prepare contract award action for Contracting Officer review and approval in Global Financial Management System (GFMS) Momentum

• Produce a variety of written documents utilizing a personal computer with one or more types of office automation soft-ware

• Ensure all documents are in proper DOS format and that spelling, punctuation, capitalization, and grammar are veri-fied

• Use automated data processing systems and a variety of software to accomplish a wide range of clerical, statistical, and data entry/retrieval tasks in support of administrative and contractual work

• Create, maintain, and retrieve files; edit and reformat text; search files and records; store or extract material; transmit information; and use electronic mail, calendar, and/or suspense systems

• Edit and format documents; apply judgment in selecting spacing and arranging material; use the full range of keys, codes, and function commands of the software to manipulate text to accomplish revisions, deletions, and additions as desired by the CO

Duty 1: Procurement Planning Within the assigned program(s), identifies large scale subsystems, components, equipment, and services (e.g. professional services, in-formation technology (IT), telecommunications, specialized security and/or communications services,) to be acquired via contract. De-velops procurement objectives in terms of competition and price range and the contractual vehicle, including use of pricing arrange-ments, subcontracting policy, set aside policies, incentive based contracts to motivate early competition measures, and similar consid-erations to expedite critical Department acquisitions. Prepares/maintains current plans, milestone charts, and related schedules.

Provides expert advice to program officials on procurement objectives to be used, and assists/advises on preparation of statements of work and market research. Prepares determinations and findings and solicitation documents for CO review. Participates in pre propos-al conference(s) with prospective contractor(s) to ensure understanding of solicitation requirements. Prepare answers to clarification questions concerning matters such as specification changes, language ambiguities, and/or clarification of contract clauses. Assesses prospective contractors’ financial responsibility and ability to produce required goods and services within budget, on time and at the levels of quality required by the contract. Supports the CO in regards to Source Selection; ensures fair and equitable treatment and as-sessment of all submissions; and assists the CO with the awarding of the contract. Assists in the planning of the negotiation strategy, and coordinates strategy with the negotiation team.

Duty 2: Contract Administration

a. Assists the CO in the full range of contract administration responsibilities including incremental funding, preparation of rate and cost adjustments, redirection of effort, coordination of time extensions, incorporation of change orders, and, when appropriate, prepar-ation of stop work orders, cure notices, show cause letters, and other documents and orders required in response to situations or prob-lems. Monitors Government property; reviews progress and final payments; and prepares closes out contracts for a CO. In the course of administering contracts, resolves complex, high dollar, and/or sensitive issues that, if left unresolved or resolved incorrectly, could seriously impact the project; develops options to be pursued by the Department and/or contractor to resolve issues. Interprets technic-al, legal, and audit decisions, analyzes their impact on assigned and future procurements, and identifies/recommends trade- offs and al-ternate courses of action. Assists the CO in claims issued against the Department.

b. Assists the CO in reviewing contractor performance through site visits, correspondence, and telephone conversations for completion of applicable contract clauses, e.g. small business subcontracting plans, patent rights, labor laws, and progress reports. Investigates contractor delays or instances where deliverables do not meet the quality levels established by the contract. Assists the CO in resolu-tion of complex and/or unprecedented technical, contractual and other disputes between the contractor and Department.

Duty 3: Project Management Manages/oversees projects in support of customer requirements. Sets project priorities and deadlines; schedules projects and tasks based on priorities and in consideration of the contract’s constraints and requirements. Defines deliverables in terms of quality, quant-ity, and/or other requirements. Reallocates/realigns work to meet unanticipated delays or changes in schedules, deadlines, or priorities.

Develops and implements performance objectives, and uses them to anticipate and address actual or potential problems, and report on the status of project activities. Assists the CO in monitoring of contractor efforts associated with projects and contractor performance standards. Ensures that relevant departmental organizations are apprised of task performance and problems. Assists the CO in the re-view of contractors’ work products for quality and compliance with requirements.

Duty 4: Market Analysis Performs market surveys to identify potential sources for contracted goods and services both in the U.S. and overseas, as well the availability of products or producers. Analyzes market trends, distribution patterns, and technological advances, as well as the so-cioeconomic considerations on the procurement actions. Reviews industry publications and meets with industry representatives to ac-quire or exchange information. Develops and recommends new sources based upon project needs of the Government and industry ana-lysis.

Duty 5: Other Duties As Assigned May develop briefings and reports on various issues to stakeholders including departmental and other USG agency officials, Congres-sional staffers, and private industry. May formulate training materials as required.

Deliverables Weekly time and attendance- The contractor will provide employee time and attendance to the COR on a weekly basis or as required.

Documents/products (such as, but not limited to, contract documents, justifications, price analysis, reports) as tasked by the CO/COR during the performance of labor hour services.

Standards The contractor shall ensure all work is completed in accordance with the U.S. Government and DOS standards, policy, procedures, and guidelines as provided. All products and services under these tasks, and as part of the agreement, are the sole property of the U.S.

Government.

Required Qualifications

• Minimum Bachelor’s degree in a related discipline

• High level of written and oral communication skills and the ability to interact successfully with senior government pro-gram officials and stakeholders

• Minimum of 10 years experience performing work as a contract specialist in a federal agency or military setting

Anticipated Need for Base Year: Approximately 2

2. Human Resources Classification Specialist

Introduction The contractor will independently provide services to support the Office of the Executive Director, Human Resources Division in the U.S. Department of State’s Foreign Service Institute (FSI). The primary objective is to provide contractor services and deliverables through performance as Classification Specialist. Incumbent serves as a Human Resources Specialist (Classification) in the Human Resources Division, Office of the Executive Director for the Foreign Service Institute (FSI/EX/HR). The HR Specialist (Classification) will serves as a senior position classification and organizational design specialist for the Foreign Service Institute, providing expert advice and guidance in matters related to position classification for Civil Service (CS) and Foreign Service (FS) em-ployees, and organizational design issues.

Duties/Responsibilities

• Write technically authoritative standard position descriptions for various occupations at the GS-5 through GS-15 level based on full and current knowledge of the Office of Personnel Management's (OPM) Position Classification Stand-ards and updates. In the process of doing so, the contractor will be expected to consult with or interview management officials, managers and supervisors, employees, HR Specialists, etc., within FSI, and outside FSI as necessary. The purpose of such consultations/interviews will be to gather data needed to develop and/or review position descriptions;

confirm duties and levels of responsibility, supervision exercised, knowledge required, scope and complexity, and other factors that must be addressed in the position description; consult with management officials to ensure that activities are in line with organization position management goals and objectives.

• Write evaluation statements, as necessary, for position descriptions developed by the contractor. Evaluation state-ments must clearly and persuasively support the job series and grade designation of the position(s) being classified.

• In the event that classification actions are to be further reviewed or appealed, either within the Department of State or beyond (e.g., to OPM), the contractor may be called upon to assist in the preparation of documentation, supporting material, or otherwise provide information as to how a classification action was determined and the rationale behind his/her findings in an evaluation statement he/she prepared.

• Review position descriptions developed by other persons, including Human Resources Specialists in FSI, to offer ad-vice regarding their technical accuracy, quality of writing, and that all duties and factors fully support the position series and grade proposed. As required, the contractor may be called upon to suggest modifications and improve-ments, and directed to revise or further expand upon products initially drafted by others

• Participates in or conducts management studies regarding position classification and organization position structures.

Assesses the need for reorganization of office structures as instigated by management; proposes functional and effi-cient position structures, sub-components, new or revised position descriptions, abolishment or melding of positions to ensure sound and efficient management practices and sound position classification and position management.

Findings made during such studies (or delineated parts of studies) will be put in written reports for the consideration of management and others as appropriate.

• Conducts informal, in house position audits on individual positions or groups of positions as initiated by management.

Reviews duty statements and interviews incumbents, supervisors and others as required in order to assess the need, or lack thereof, to revise existing position descriptions. Makes recommendations for revision of position descriptions, that established position series and grades are in line with current classification standards, and/or that the duties of a position do not warrant the grade and series the position is currently classified at.

• As needed, the contractor may be asked to review newly issued classification standards and guides, or other law, rule or regulation issued by OPM or enacted into federal law, in order to assess the potential impact on positions with-in FSI and advise FSI management and Personnel officials of possible actions needed to remain compliant with law and regulation

Required Qualifications/Experience The contractor shall have the following skills:

• Substantial first#hand knowledge of the federal personnel and position classification system of at least ten years of classification experience. He/she must have served as a Classification Specialist either in a federal agency's central classification office or at OPM and attained experience equivalent (in U.S. Government terms) to the journeyman level or higher.

• Highly desirable: (10) years experience in working with the Position Classification Standards as issued by OPM. This includes both the writing of position descriptions and evaluation statements.

• Recency of experience in position classification work and use of the OPM Classification Standards. (Within the last three years.)

• An understanding of the work and requirements of positions located in a federal training center or institution, specific-ally trainers (e.g., Education Specialists, Training Instructors, Instructional Systems Specialists, etc.) as opposed to Employee Development Specialists who oversee and monitor agency human resources development programs. This includes positions commonly placed in federal job series group GS#1700 (Training) and/or in subject#specific series common to the foreign affairs field (e.g., GS#1 10 Economist, GS#130 Foreign Affairs) which have training responsib-ilities. Incumbent should possess at least five (5) years experience which significantly involved classification work in the training field and/or a training organization. (Offerors should detail the extent of experience they have in develop-ing, writing, and evaluating training related positions.)

• An understanding of the work and requirements of the broad range of administrative and support positions common to the U.S. Government, i.e., HR Specialists, Budget Analysts, Support Services Specialists, IT Specialists, Manage-ment Analysts, etc.; and Secretaries, Office Assistants, Program Assistants, etc.

Anticipated Need for Base Year: Approximately 1

3. Human Resources Employee Relations Specialist

Introduction:

Under this task order, the contractor will independently provide services to support the Office of the Executive Director, Human Re-sources Division in the U.S. Department of State’s Foreign Service Institute (FSI). The primary objective is to provide contractor ser-vices and deliverables through performance as Employee Relations Specialist.

Incumbent serves as a Human Resources Specialist (Employee Relations) in the Human Resources Division, Office of the Executive Director for the Foreign Service Institute (FSI/EX/HR). The position is located in Arlington, VA.

The HR Specialist (Employee Relations) will serve as a subject matter expert and advisor to the in matters related to Conduct, Suitab-ility and Discipline issues for Civil Service and Foreign Service employees. The incumbent is responsible for the development, imple-mentation and administration of policies and programs that affect Bureau employees, ensuring consistency in policies, practices and procedures while recognizing the inherent differences between the Civil and Foreign Services.

DUTIES AND RESPONSIBILITIES

• Provide employee relations advice and assistance to executives, managers and supervisors, advising on proper pro-cedures to follow when dealing with employee conduct, suitability and discipline, and informs labor/employee organiz-ations and employees as appropriate.

• Researches, analyzes and evaluates all misconduct cases and issues, to determine the appropriate disciplinary ac-tion based on reports of investigation or other referrals; advises the proposing official on recommended approach to reported misconduct; drafts disciplinary proposal letters citing charges and supporting justifications detailing the spe-cific misconduct with which the employee is charged; conducts case law research and analyzes all comparator cases to ensure consistency of penalty; reviews written responses from employees and participates in oral presentations to the deciding official; drafts decision letters stating which charges and specifications have been sustained and the basis for each decision; completes Douglas Factor analysis, as required under applicable law, for consideration by the deciding official.

• Drafts proposals for Reprimands, Suspensions, Demotions, and Removals of employees from the Federal service;

drafts Abeyance and Settlement Agreements, as appropriate.

• Ensures that disciplinary and performance based actions are properly supportable so that charges and penalties are defendable before a third party, such as the Merit Systems Protection Board (MSPB); and provides day to day expert advice and guidance to management officials on handling all types of misconduct and performance related matters.

• Works closely with FSI/EX/HR in responding to discovery requests (including interrogatories and frequently volumin-ous document requests).

• Reviews and analyzes trends…