Sol_1605C1-23-R-00014.pdf

SEE ADDENDUMIS CHECKED

CODE 18a. PAYMENT WILL BE MADE BY

CODE

FACILITYCODE

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER

OFFEROR

CAS

S-4307 200 Constitution Ave, NW Customer Acquisition Services US Department of Labor

SOL DC MALS SHIP CODE 16. ADMINISTERED BYCODE

X

X

611430

SIZE STANDARD:

% FOR:SET ASIDE:UNRESTRICTED ORCAS

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

09/01/2023 05:00 P.M. ET

08/10/2023

404-302-5824Oneisha Pickard (No collect calls)

INFORMATION CALL:

FOR SOLICITATION 8. OFFER DUE DATE/LOCAL TIMEb. TELEPHONE NUMBER a. NAME

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

1605C1-23-R-00014

5. SOLICITATION NUMBER

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS 1. REQUISITION NUMBER PAGE OF

1 90 1603-MAL-23-NAT-0023OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

Washington DC 20210

TELEPHONE NO.

17a. CONTRACTOR/

WASHINGTON DC 20210

ROOM N2420

200 CONSTITUTION AVE, NW

US DEPARTMENT OF LABOR

15. DELIVER TO

Washington DC 20210 S-4307 200 Constitution Ave, NW Customer Acquisition Services

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$15

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW

ISSUE DATE

DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

11.

SEE SCHEDULEX

12. DISCOUNT TERMS

THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13a.

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

8(A)

US Department of Labor

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

The U.S. Department of Labor (DOL), Office of the Solicitor (SOL) requires a full range of trial advocacy and advocacy related training, products, and related services involving all phases of litigation (from pre-trial work through appeals, negotiations training and training in writing skills), in accordance with the attached Performance Work Statement (PWS).

The anticipated contract will be a single award Indefinite Delivery Indefinite Quantity (IDIQ)

(Use Reverse and/or Attach Additional Sheets as Necessary)

HEREIN, IS ACCEPTED AS TO ITEMS:

X

XX

DATED

Ericka Graham

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

ARE

31c. DATE SIGNED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (Type or print)

ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

26. TOTAL AWARD AMOUNT (For Govt. Use Only)

OFFER

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

30b. NAME AND TITLE OF SIGNER (Type or print)

30a. SIGNATURE OF OFFEROR/CONTRACTOR

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

25. ACCOUNTING AND APPROPRIATION DATA

29. AWARD OF CONTRACT:

REF.

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32c. DATE 32b. SIGNATURE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

40. PAID BY39. S/R VOUCHER NUMBER38. S/R ACCOUNT NUMBER

37. CHECK NUMBER

FINALPARTIAL

36. PAYMENT

FINALPARTIAL

35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER33. SHIP NUMBER

COMPLETE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

42d. TOTAL CONTAINERS42c. DATE REC'D (YY/MM/DD)

42b. RECEIVED AT (Location)

42a. RECEIVED BY (Print)

41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

STANDARD FORM 1449 (REV. 2/2012) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

contract with a period of one (1) 12-month Base period and four (4) 12-month option periods.

Questions pertaining to this RFP are due NLT

August 17, 2023 at 3:00pm ET.

Responses are due in accordance with Block 8 of this form.

All correspondence must be sent via email to

Oneisha Pickard, pickard.oneisha.s@dol.gov, and

Ericka Graham, graham.ericka@dol.gov.

Period of Performance: 09/27/2023 to 09/26/2024

0001 Mock Legal Case File Development (with SOL subject-matter experts)

Product/Service Code: U008

0002 Development of Custom Live-In-Person Advocacy

Skills Course

Product/Service Code: U008

0003 Development of Live In-Person Trial Skills Course

Product/Service Code: U008

Continued ...

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

90 2 of

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

3 90

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

1605C1-23-R-00014

0004 Development of Custom Live Online Advocacy Skills

Course

Product/Service Code: U008

0005 Development of Custom Advocacy Related Legal

Training Services

Product/Service Code: U008

1001 Mock Legal Case File Development (with SOL subject-matter experts)

(Option Line Item)

(Anticipated Option Exercise Date) 08/25/2024

Product/Service Code: U008

Period of Performance: 09/27/2024 to 09/26/2025

1002 Development of Custom Live-In-Person Advocacy

Skills Course

(Option Line Item)

(Anticipated Option Exercise Date) 08/25/2024

Product/Service Code: U008

Period of Performance: 09/27/2024 to 09/26/2025

1003 Development of Live In-Person Trial Skills Course

(Option Line Item)

(Anticipated Option Exercise Date) 08/25/2024

Product/Service Code: U008

Period of Performance: 09/27/2024 to 09/26/2025

1004 Development of Custom Live Online Advocacy Skills

Course

(Option Line Item)

(Anticipated Option Exercise Date) 08/25/2024

Product/Service Code: U008

Period of Performance: 09/27/2024 to 09/26/2025

1005 Development of Custom Advocacy Related Legal

Training Services

(Option Line Item)

(Anticipated Option Exercise Date) 08/25/2024

Product/Service Code: U008

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

4 90

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

1605C1-23-R-00014

Period of Performance: 09/27/2024 to 09/26/2025

2001 Mock Legal Case File Development (with SOL subject-matter experts)

(Option Line Item)

(Anticipated Option Exercise Date) 08/25/2025

Product/Service Code: U008

Period of Performance: 09/27/2025 to 09/26/2026

2002 Development of Custom Live-In-Person Advocacy

Skills Course

(Option Line Item)

(Anticipated Option Exercise Date) 08/25/2025

Product/Service Code: U008

Period of Performance: 09/27/2025 to 09/26/2026

2003 Development of Live In-Person Trial Skills Course

(Option Line Item)

(Anticipated Option Exercise Date) 08/25/2025

Product/Service Code: U008

Period of Performance: 09/27/2025 to 09/26/2026

2004 Development of Custom Live Online Advocacy Skills

Course

(Option Line Item)

(Anticipated Option Exercise Date) 08/25/2025

Product/Service Code: U008

Period of Performance: 09/27/2025 to 09/26/2026

2005 Development of Custom Advocacy Related Legal

Training Services

(Option Line Item)

(Anticipated Option Exercise Date) 08/25/2025

Product/Service Code: U008

Period of Performance: 09/27/2025 to 09/26/2026

3001 Mock Legal Case File Development (with SOL subject-matter experts)

(Option Line Item)

(Anticipated Option Exercise Date) 08/25/2026

Product/Service Code: U008

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

5 90

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

1605C1-23-R-00014

Period of Performance: 09/27/2026 to 09/26/2027

3002 Development of Custom Live-In-Person Advocacy

Skills Course

(Option Line Item)

(Anticipated Option Exercise Date) 08/25/2026

Product/Service Code: U008

Period of Performance: 09/27/2026 to 09/26/2027

3003 Development of Live In-Person Trial Skills Course

(Option Line Item)

(Anticipated Option Exercise Date) 08/25/2026

Product/Service Code: U008

Period of Performance: 09/27/2026 to 09/26/2027

3004 Development of Custom Live Online Advocacy Skills

Course

(Option Line Item)

(Anticipated Option Exercise Date) 08/25/2026

Product/Service Code: U008

Period of Performance: 09/27/2026 to 09/26/2027

3005 Development of Custom Advocacy Related Legal

Training Services

(Option Line Item)

(Anticipated Option Exercise Date) 08/25/2026

Product/Service Code: U008

Period of Performance: 09/27/2026 to 09/26/2027

4001 Mock Legal Case File Development (with SOL subject-matter experts)

(Option Line Item)

(Anticipated Option Exercise Date) 08/25/2027

Product/Service Code: U008

Period of Performance: 08/27/2027 to 08/26/2028

4002 Development of Custom Live-In-Person Advocacy

Skills Course

(Option Line Item)

(Anticipated Option Exercise Date) 08/25/2027

Product/Service Code: U008

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

6 90

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

1605C1-23-R-00014

Period of Performance: 08/27/2027 to 08/26/2028

4003 Development of Live In-Person Trial Skills Course

(Option Line Item)

(Anticipated Option Exercise Date) 08/25/2027

Product/Service Code: U008

Period of Performance: 08/27/2027 to 08/26/2028

4004 Development of Custom Live Online Advocacy Skills

Course

(Option Line Item)

(Anticipated Option Exercise Date) 08/25/2027

Product/Service Code: U008

Period of Performance: 08/27/2027 to 08/26/2028

4005 Development of Custom Advocacy Related Legal

Training Services

(Option Line Item)

(Anticipated Option Exercise Date) 08/25/2027

Product/Service Code: U008

Period of Performance: 08/27/2027 to 08/26/2028

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

B - Supplies or Services/Prices

B.1 MINIMUM GUARANTEE

The Government's only obligation is the Guaranteed Minimum Quantity of Service for the Base Period under the contract. The minimum amount is $1,000.00 of task orders for the base year contract. PLEASE NOTE: GUARANTEED TASKS WILL ONLY BE ISSUED FOR BASE YEAR CONTRACTS IN THE AMOUNT OF $1,000.00 TO BE ESTABLISHED BEFORE THE LAST DAY

OF THE BASE YEAR.

B2. CONTRACT MINIMUM/MAXIMUM QUANTITY AND CONTRACT VALUE

The minimum contract value for all orders issued against this contract shall not be less than the minimum amount stated in the following table. The maximum contract value for all orders issued against this contract shall not exceed the maximum amount stated in the following table.

MINIMUM AMOUNT MAXIMUM AMOUNT

$1,000.00 $1,250,000.00

THE MAXIMUM AMOUNT OF $1,250,000.00 IS NOT A GUARANTEE. THE GOVERNMENT SHALL NOT EXCEED THE MAXIMUM AMOUNT OVER THE LIFE OF THE CONTRACT WHICH INCLUDES; ONE (1) 12-MONTH BASE PERIOD AND

FOUR (4) 12-MONTH OPTION PERIODS.

B.3 IDIQ PRICE/COST SCHEDULE

Attachment A - IDIQ Pricing Table

Vendor Name:

Description of Supplies/Services

Unit Base Period Option Period

Option Period

Option Period

Option Period

Mock Legal Case File Development (with SOL subject-matter experts)

Per Case File

Development of Custom Live-In- Person Advocacy Skills Course

Per Course

Development of Live In-Person Trial Skills Course

Per Course

Development of Custom Live Online Advocacy Skills Course

Per Course

Development of Custom Advocacy Related Legal Training Services

Per Course

Total Cost

B.4 IDIQ CONTRACT ORDERING PROCEDURES

1. IDIQ CONTRACT ORDERING PERIOD - The period of performance for each order placed under the IDIQ contract shall be specified in the individual order.

2. All the following conditions apply:

a) Under no circumstances may an order be placed under the IDIQ contract if the IDIQ contract has expired, been terminated or placed in a dormant status;

b) No Order may exceed the term of the IDIQ contract, inclusive of options from the date that the order is placed;

c) Order options, if included at initial issuance of the order, may be exercised after the IDIQ contract expires. However, the exercise of such options shall occur within 15 days of the IDIQ contract's expiration.

d) In the event an IDIQ contract Period of Performance ends prematurely (e.g., decision not to exercise an IDIQ contract option), an order Option that was originally awarded with an order, may be exercised for a period not to exceed 12 months. No further Order options may be exercised.

e) As directed by the Contracting Officer’s Representative (COR) and the Contracting Officer (CO), the Contractor shall continue performance in emergency or mission essential conditions. Additionally, the Contractor may be required to account for the whereabouts of their personnel should this information be requested by the COR.

B.5 ESTIMATED VALUE AND EXTENT OF GOVERNMENT OBLIGATION

The total amount of all orders placed under this IDIQ contract shall not exceed the IDIQ contract ceiling of $1,250,000.00. The minimum and maximum guarantee is specified in Section B.2.

B.6 CONTRACTING AND ADMINISTRATIVE AUTHORITY

The IDIQ contract will be administered by the U.S. Department of Labor’s Office of the Senior Procurement Executive (OSPE).

OSPE is the solely authorized to approve changes or modify any of the requirements contained within this IDIQ contract and/or within any subsequent order placed against the IDIQ contract.

B.7 EXPECTATION FOR IDIQ CONTRACT HOLDER

The IDIQ contract holder shall collaboratively share ideas and work together with the Government, for the purpose of determining best courses of action for the sake of the DOL. Synergy and problem solving on a collective level should benefit all stakeholders.

While having this expectation for the IDIQ contract holder, the Government will continue to adhere to appropriate protections for intellectual property and other proprietary information.

B.8 ORDERING PROCEDURES

All orders under the IDIQ contract shall be issued in accordance with the terms and conditions described here, along with all applicable federal acquisition regulations, DOL acquisition regulations, and DOL manual series. Procuring COs shall use appropriate standard forms for order placement and award, while ensuring that all orders clearly reflect the IDIQ contract award number. All orders issued shall be within the scope of the IDIQ contract. The issuance of orders will be subject to the procedures below:

- Work performed under this IDIQ contract is subject to the terms and conditions of the IDIQ contract, and each subsequent order. The vendor shall notify the CO in the event of a conflict between the terms and conditions of the IDIQ contract, and any subsequent orders.

- In its response to RFQs issued under this IDIQ contract, the vendor shall use only those labor categories, service categories, and/or supplies listed in schedule B.

- As the Government identifies specific requirements, the CO will solicit a quotation from the vendor. Personnel proposed to work on the order shall be available on the start date specified in the RFQ for that subsequent order.

- The vendor shall submit a quotation in response to the RFQ.

- The vendor shall not be obligated to provide any support services and/or supplies without written (electronic, facsimile, or paper) authorization from a CO.

- Orders will be evaluated for conformance with Section 508 of the Rehabilitation Act.

- The basis of award for each subsequent order will be specified in the subsequent order RFQ.

- When responding to a RFQ for a subsequent order, the vendor must address whether an organizational conflict of interest (OCI) may or may not exist. Should the vendor determine that an OCI may exist, it must identify the potential conflict and how it will mitigate or avoid that conflict during performance of the order or decline to submit a quote.

- All instructions for services are subject to the terms and conditions of the IDIQ contract and each subsequent order. In the event of conflict between the direction provided by the IDIQ contract and the subsequent order, the IDIQ contract takes precedence.

Additional Price and Discount Terms : The Government may secure additional discounts at the time of placing an order. On the spot discounts are authorized and encouraged

B.9 DELIVERY AND PLACE OF PERFORMANCE

The place of performance will be defined at the order level. Vendor employees may be permitted to telework in limited situations.

Vendor telework location (alternate duty station) is considered “on-site” for purposes of this IDIQ contract.

B.10 INVOICING PROCEDURES

Invoices shall be submitted in accordance with DOL 2023-03 Updated Submission of Invoices (July 2023). Specific direction related to invoice submission requirements, frequency, etc. shall be included within each order.

B.11 POST AWARD EVALUATION OF VENDOR PERFORMANCE

Vendor Performance Evaluations: Interim and final Vendor performance evaluations will be prepared in the Department of Defense’s Contractor Performance Assessment Reporting System (CPARS) per Federal Acquisition Regulation (FAR) Subpart 42.15 and the CPARS user manual at www.cpars.gov/cparsfiles/pdfs/CPARS_User_Manual.pdf .

An interim vendor performance evaluation is prepared and completed as determined by the CO (known as the assessing official in (CPARS). The final performance evaluation is prepared and completed within 120 days after completion of the IDIQ contract order over the simplified acquisition threshold. Complete details on theB.11 POST AWARD EVALUATION OF VENDOR PERFORMANCE: Vendor Performance Evaluations: Interim and final Vendor performance evaluations will be prepared in the Department of Defense’s Contractor Performance Assessment Reporting System (CPARS) per Federal Acquisition Regulation (FAR) Subpart 42.15 and the CPARS user manual at www.cpars.gov/cparsfiles/pdfs/CPARS_User_Manual.pdf .

An interim vendor performance evaluation is prepared and completed as determined by the CO (known as the assessing official in (CPARS). The final performance evaluation is prepared and completed within 120 days after completion of the BPA order over the simplified acquisition threshold. Complete details on the business steps associated with the CPARS process is at FAR Subpart 42.15 and the CPARS User Manual at www.cpars.gov/cparsfiles/pdfs/CPARS_User_Manual.pdf.

Electronic Access to Vendor Performance Evaluations:

(1) The Vendor shall designate a Performance Evaluation Review Representative (PERR) (known as the vendor representative in CPARS) in paragraph (d) below who will be responsible for reviewing the vendor’s interim and final performance evaluation Page 6 assessments completed by the Government before the assessments are finalized in CPARS. The vendor is responsible for keeping its PERR information in paragraph (d) current with the CO throughout the life of this contract. Only the PERR may access, review, and comment on the vendor’s performance evaluations in CPARS prior to finalization.

(2) The agency Focal Point (FP) or Alternate FP, are the only individuals who can grant CPARS access to the PERR.

(3) Once award is made, the agency FP or Alternate FP will grant access to the PERR. The PERR will receive a system-generated email when: access has been granted to CPARS; and there is a performance evaluation assessment to review. Only the PERR receiving the email has access to the assessment.

(4) The CPARS website is www.cpars.gov. The website provides a drop down menu for “FAQs” and “Guidance,” where the PERR can obtain a CPARS User Manual. New PERRs can access on-line training at the drop down tab for “Training.”

(5) Vendor’s Designated Performance Evaluation Review Representative (PERR) (known as the vendor representative in CPARS) Name: Address: Phone: E-mail: UserID (complete if the PERR is an existing CPARS user): VENDOR’S ADMINISTRATOR: The vendor's representative responsible for handling BPA administration is: Name: [] Address: [] Phone[]

C - Description/Specifications

Performance Work Statement (PWS)

Legal Advocacy Training Program

PART 1 General Information

1.1. Description of Services/Introduction:

The contractor shall provide all personnel, equipment, tools, materials, supervision, and other items and non-personal services necessary to perform specified training as defined in this Performance Work Statement, except as Specified in section C-3 as government furnished property and services at various locations. The contractor shall perform to the standards in this contract.

1.2. Background:

DOL is an Executive Branch agency of the Federal Government primarily responsible for fostering and promoting the welfare of job seekers, wage earners and retirees of the United States. The Department’s mission includes improving working conditions, advancing opportunities for profitable employment, protecting retirement and health care benefits, helping employers find workers, strengthening free collective bargaining and tracking changes in employment, prices and other national economic measurements. In carrying out this mission, the Department administers and enforces more than 180 Federal labor laws, including those that guarantee workers’ rights to safe and healthful working conditions, a minimum hourly wage and overtime pay, freedom from employment discrimination, unemployment insurance and other income support. These mandates, and the regulations that implement them, cover many workplace activities for about 10 million employers and 125 million workers.

SOL provides legal advice and litigation services to the Secretary of Labor, thereby fostering and promoting the welfare of the Nation’s job seekers, wage earners and retirees. SOL helps to ensure that the Nation’s labor laws are enforced, with appropriate emphasis on the Secretary’s priority initiatives, by defending the actions taken by the Secretary and the program agencies of the Department. SOL represents the Secretary and DOL program agencies and entities in all necessary litigation, including enforcement actions, defensive litigation, and alternative dispute resolution activities; assists in the development of regulations, standards, and legislation; and provides legal opinions and advice. Finally, SOL monitors program agency activities and provides legal advice to ensure that DOL employees and program agencies comply with applicable laws and regulations.

SOL is an office of approximately 500 attorneys nationwide. Both in the national office and in the regions, numerous SOL attorneys and support staff are involved in litigation.

1.3. Objectives:

The Contractor shall provide, in accordance with the requirements specified herein, all resources necessary to provide the following legal advocacy training program (Training Program):

• The development of a mock case file suitable for use in trial advocacy programs that cover a full range of advocacy skills specifically developed for or by DOL attorneys based on typical DOL litigation.

• Development and presentation of comprehensive legal advocacy training programs (Trial Advocacy, Appellate Advocacy, Persuasive Writing, Deposition Skills, etc.) that involve interactive seminars and learn-by-doing sessions using training materials specifically developed for/or by SOL attorneys based on typical DOL litigation. Programs cover a full range of trial advocacy skills, including pre-trial preparation such as case analysis, investigations, written discovery, taking and defending depositions, and motions practice; in courtroom presentation, including opening statements, direct/cross examination of lay and expert witnesses, handling documentary evidence, making and meeting evidentiary objections, and closing arguments; other advocacy skills such as writing persuasive motions and briefs and preparing and conducting settlement negotiations/mediation and/or alternative dispute resolution; and handling appeals, including appellate brief writing and oral argument.

• Development and presentation of coaching and mentoring programs that teach supervisory and senior attorney techniques and methods for effectively instructing, critiquing, and providing constructive feedback to attorneys regarding all phases of advocacy skills.

• Development and presentation of training programs that instruct legal professionals, in an interactive way, on the effective use of technology (trial software, etc.) as an integral part of trial advocacy, including pre-trial work such as the taking of depositions and preparation of witnesses, and presentation of evidence in judicial proceedings.

1.4. Scope:

The Department of Labor is seeking a Contractor to deliver a Legal Advocacy Training Program for the Office of the Solicitor (SOL) that consists of legal training, products and related services in support of SOL’s mission nation-wide. Given the scope of SOL’s responsibilities in providing legal services to DOL, the training covered will be broad and will include, but not be limited, the full range of trial advocacy and advocacy related training involving all phases of litigation (from pre-trial work through appeals, negotiations training and training in writing skills). It will include the development of a mock case file that will be used and modified for all training as appropriate. The Contractor shall provide products, services, and any equipment/materials required to successfully perform and deliver the work defined in this SOW and as authorized and required in the specific Task Order(s) issued under the contract for the delivery of a specific training event. The Contractor may be asked to provide different types of trainings, within the scope of this SOW, to cover the various offices and locations. For example, the contractor may be asked to provide training to individual offices on specified topics or to provide training via VTC/Webex/Teams/Zoom to different offices.

The Contractor will facilitate and implement the Training Program to be presented for SOL legal staff that will focus on developing the trial and advocacy skills necessary for effective presentation. The Training Program will provide sufficient material for participating SOL attorneys to represent either plaintiff or defendant without a pre-decided outcome.

The Contractor shall provide SOL with one hard copy of the Course Materials – Mock Case File and selected reference book -- per participant in advance of each training.

The Contractor shall arrange for the selection of a communications specialist to attend a training course as requested by SOL.

The Contractor shall provide an on-site administrator for every live in-person training course at no additional cost to SOL.

Specifically, for each of the live in-person training courses, the Contractor will coordinate with the venue before and during the courses to ensure that the event runs smoothly, providing technological, logistical and other support and troubleshooting services. The Contractor shall provide an on-site administrator for each of the negotiation training that will occur in each of the regions and the one negotiation training in the National Office. The Contractor will coordinate with each office before and during the course to ensure that the event runs smoothly providing technological, logistical and other support and troubleshooting services.

For live-virtual sessions, the Contractor will host the live virtual session on a platform of the contractor’s choosing as long as it is accessible by SOL and provide a person to administer the program, (e.g., setting up the meeting and invitations, arranging and running breakout rooms, and troubleshooting technology and related logistics), at no additional cost to SOL.

The Contractor shall provide telephone support and troubleshooting assistance to SOL users at no additional cost to SOL. The Contractor’s Project Leader shall be available during normal business hours during the life of the contract to provide technical assistance and answer SOL questions about any issues that arise with the project.

1.5. Period of Performance:

The resultant Firm Fixed Price (FFP) IDIQ contract will have a period of performance of a 1-year base period and four 1-year option periods, which will be executed at the Government’s discretion.

Base Period: September 27, 2023 – September 26, 2024 Option Period I: September 27, 2024 – September 26, 2025 Option Period II: September 27, 2025 – September 26, 2026 Option Period III: September 27, 2026 – September 26, 2027 Option Period IV: September 27, 2027 – September 26, 2028

The government reserves the right to extend the term of this contract action at the prices set forth in Section B in accordance with the terms and conditions contained in clause 52.217-9 entitled, “Option to Extend the Term of the Contract.”

1.6. General Information

1.6.1. Quality Control:

The contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this SOW. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor’s quality control program is the means by which he assures himself that his work complies with the requirement of the contract.

1.6.2. Quality Assurance:

Not applicable.

1.6.3. Government Remedies:

The Contracting Officer shall follow FAR 52.212-4, “Contract Terms and Conditions-Commercial Items” or 52.246-4, “Inspection of Services-Fixed Price” for contractor’s failure to perform satisfactory services or failure to correct non-conforming services.

1.6.4. Recognized Holidays:

New Year’s Day Labor Day Martin Luther King Jr.’s Birthday Columbus Day President’s Day Veteran’s Day Memorial Day Thanksgiving Day Juneteenth Day Christmas Day Independence Day

1.6.5. Hours of Operation:

The contractor is responsible for conducting performance between the hours mutually agreed upon, Monday thru Friday, except Federal holidays or when the government facility is closed due to local or national emergencies, administrative closings, or similar government directed facility closings. The contractor must at all times maintain an adequate work force for the uninterrupted performance of all tasks defined within this statement of work when the government facility is not closed for the above reasons. When hiring personnel, the contractor shall keep in mind that the stability and continuity of the work force are essential. Telecommuting or “work at home” is not authorized under this contract action unless under emergency situations as determined by the Contracting Officer’s Representative (COR).

1.6.6. Place of Performance:

The Government requires training in multiple locations including, but not limited to, the Contractor’s site, the National Office, or at any of the cities where the Regional or Branch offices are located. The Task Order will specify the required place of performance.

The contractor will identify an appropriate venue for each of the live in-person training sessions and will make all arrangements to secure the venue(s), including, if applicable, any costs to reserve and secure the venue.

In addition to attorney participants, SOL may also provide attorneys to assist contractor faculty in teaching each of the courses in the Training Program. Specifically, SOL to the extent it has staff available, will provide attorney faculty at numbers identified by the contractor for both live in-person training and live virtual training. These additional attorneys will only be providing limited assistance to the Contractor. The Contractor is principally responsible for providing training to the SOL attorneys and/or staff in each Training Program.

1.6.7. Type of Contract:

The government anticipates award of an Indefinite Delivery Indefinite Quantity type Contract. Fixed Price orders will be placed against the contract.

1.6.8. Security Requirements:

All information and records provided to the Contractor by SOL, in whatever medium, as well as all information and documents, including drafts, emails, back-up copies, hand-written notes and copies that contain such information and records gathered or created by SOL (collectively referred to as “SOL information”) in the performance of this contract, regardless of storage media, are the exclusive property of SOL. The Contractor does not retain any property interest in these materials and will not use them for any purpose other than performance of this contract.

Upon completion or termination of the contract, the Contractor will either provide all copies of all SOL information to SOL or certify that it has destroyed all copies of all SOL information as required by SOL in a method specified by SOL, at SOL’s option. The Contractor will not retain any copies of SOL information. Where immediate return or destruction of the information is not practicable, the Contractor will return or destroy the information within 30 days of completion or termination of the contract. All provisions of this contract concerning the security and protection of the SOL information that is the subject of this contract will continue to apply to the SOL information for as long as the Contractor retains it, regardless of whether the contract has been completed or terminated.

The Contractor will receive, gather, store, back up, maintain, use, disclose and dispose of SOL information only in accordance with the terms of this contract and applicable federal and SOL information confidentiality and security laws, regulations and policies.

1.6.8.1. Physical Security.

The contractor shall be responsible for safeguarding all government property provided for contractor use. At the close of each work period, government facilities, equipment, and materials shall be secured.

1.6.8.2. Key Control.

Not applicable. Keys and key cards will not be provided to the contractor.

1.6.8.2.1. Lost Keys

Not applicable

1.6.8.2.2. Key Use

Not applicable

1.6.8.3. Lock Combinations.

Not applicable.

1.6.8.4. Conservation of Utilities.

The contractor shall instruct employees in utilities conservation practices. The contractor shall be responsible for operating under conditions that preclude the waste of utilities, which include turning off the water faucets or valves after using the required amount to accomplish cleaning vehicles and equipment.

1.6.9. Special Qualifications:

The Contractor shall recruit actors to serve as mock witnesses at each of the training sessions.

The Contractor shall arrange for the selection of a communications specialist when requested by SOL.

The Contractor shall also provide an on-site administrator for the in-person training courses at no additional cost to SOL. Specifically, for each of the live in-person training courses, the Contractor will coordinate with the venue before and during the courses to ensure that the event runs smoothly, providing technological, logistical and other support and troubleshooting services. The Contractor shall provide an on-site administrator for any training that will occur in each of the regions as well as the National Office at no additional cost to SOL. The Contractor will coordinate with each office before and during the course to ensure that the event runs smoothly providing technological, logistical and other support and troubleshooting services.

For the live virtual session, the Contractor will host the virtual session on a platform of the contractor’s choosing as long as it is accessible by SOL and provide a person to administer the program, (e.g., setting up the meeting and invitations, arranging and running breakout rooms, and troubleshooting technology and related logistics), at no additional cost to SOL.

The Government’s minimum requirement for trial advocacy training staff is a juris doctor (J.D.) degree from a law school accredited by the American Bar Association (ABA), passed one or more written bar exams, minimum experience of 10 years, five years of which are in a teaching environment. Trial advocacy training includes but is not limited to discovery techniques, defending and taking depositions, preparing for trial, all phases of trial work including drafting of motions, appellate brief writing as well as oral argument skills.

The Government’s minimum requirement for advocacy related training (e.g., negotiations, mediation, investigatory techniques, consensus building) is that proposed staff have a minimum of five years of experience in a teaching environment performing comparable training.

1.6.10. Post Award Conference/Periodic Progress Meetings:

The contractor agrees to attend any post award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5. The Contracting Officer, Contracting Officer’s Representative (COR), and other government personnel, as appropriate, may meet periodically with the contractor to review the contractor's performance. At these meetings, the Contracting Officer will apprise the contractor of how the government views the contractor's performance and the contractor will apprise the government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the government.

1.6.11. Contracting Officer’s Representative:

A COR will be delegated separately.

1.6.12. Key Personnel:

The contractor shall provide a contract manager who shall be responsible for the performance of the work. The name of this person and an alternate who shall act for the contractor when the manager is absent shall be designated in writing to the Contracting Officer.

The contract manager or alternate shall have full authority to act for the contractor on all contract matters relating to daily operation of this contract action. The contract manager or alternate shall be available between approximately 8:00 am to 4:30 pm eastern, Monday thru Friday except Federal holidays or when the government facility is closed for administrative reasons.

Qualifications for all key personnel are listed below:

• High level of competence and responsiveness.

• 5 years of experience planning and coordinating training.

1.6.13. Identification of Contractor Employees:

All contract personnel attending meetings, answering government telephones, and working in other situations where their contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are government officials. They must also ensure that all documents or reports produced by contractors are suitably marked as contractor products or that contractor participation is appropriately disclosed.

1.6.14. Organizational Conflict of Interest:

Contractor and subcontractor personnel performing work under this contract action may receive, have access to or participate in the development of proprietary or source selection information (e.g., cost or pricing information, budget information or analyses, specifications or work statements, etc.) or perform evaluation services which may create a current or subsequent Organizational Conflict of Interests (OCI), as defined in FAR Subpart 9.5. The contractor shall notify the Contracting Officer immediately whenever it becomes aware that such access or participation may result in any actual or potential OCI and shall promptly submit a plan to the Contracting Officer to avoid or mitigate any such OCI. The contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the Contracting Officer and in the event the Contracting Officer unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the Contracting Officer may affect other remedies as he or she deems necessary, including prohibiting the contractor from participation in subsequent contracted requirements which may be affected by the OCI.

1.6.15. Phase In/Phase Out Period

Not applicable.

Part 2 Definition & Acronyms

Contracting Officer’s Representative. A representative from the requiring activity assigned by the Contracting Officer to perform surveillance and to act as liaison to the contractor

Defective Service. A service output that does not meet the standard of performance associated with it in the Performance Work Statement.

DOL. Department of Labor.

JD. Juris Doctor.

SOL. Office of the Solicitor.

Quality Assurance. Those actions taken by the government to assure services meet the requirements of the Performance Work Statement.

Quality Assurance Surveillance Plan. An organized written document specifying the surveillance methodology to be used for surveillance of contractor performance.

Quality Control. Those actions taken by a contractor to control the performance of services so that they meet the requirements of the

SOW.

Part 3 Government Furnished Property, Equipment, And Services

3.1 General:

The government will not provide the facilities, equipment, materials, and/or services except as previously described in this SOW document.

3.2 Equipment:

Not applicable.

3.3 Services:

3.3.1 Utilities:

The government will provide all utilities in the training facility when performance at a government office, which will be available for the contractor’s use in performance of tasks outlined in this SOW. The contractor shall instruct employees in utilities conservation practices. The contractor shall be responsible for operating under conditions that preclude the waste of utilities, which include turning off the water faucets or valves after using the required amount to accomplish cleaning vehicles and equipment.

3.4 Facilities:

The contractor will identify an appropriate venue for each of the live in-person training sessions and will make all arrangements to secure the venue(s), including, if applicable, any costs to reserve and secure the venue. For live-virtual sessions, the Contractor will host the live virtual session on a platform of its choosing so long as it is accessible by the government and provide a person to administer the program by, e.g., setting up the meeting and invitations thereto, arranging and running breakout rooms, and troubleshooting technology and related logistics, as necessary. If government facilities are used for live in-person training, the government will make the arrangements to secure the rooms, including, if applicable, any costs to reserve or secure the venue.

Part 4 Contractor Furnish Items and Services

4.1 General:

Except for those items specifically stated to be government furnished in Part 3, the contractor shall furnish all other items required to perform the services in this SOW.

4.2 Clearance:

The contractor shall not possess or be eligible to receive and maintain a clearance. The contractor’s employees, performing work in support of this contract action shall not be granted a security clearance.

Part 5 Specific Tasks

5.1 Services:

The Contractor will facilitate and implement the Training Program to be presented for SOL legal staff. The Training Program will provide sufficient material for participating SOL attorneys to represent either plaintiff or defendant without a pre-decided outcome.

The Training Program will take place either live in-person or live virtual as requested by SOL.

The Contractor shall provide SOL with one hard copy of the Course Materials – Mock Case File and selected reference book -- per participant in advance of each training.

The Contractor shall recruit actors to serve as mock witnesses at each of the training sessions ordered by SOL at a number mutually agreed to by the Contractor and SOL.

The Contractor shall arrange for the selection of a communications specialist to attend any training course requested by SOL.

The Contractor shall provide an on-site administrator for the live in-person training courses at no additional cost to SOL. Specifically, for each live in-person training courses, the Contractor will coordinate with the venue before and during the courses to ensure that the event runs smoothly, providing technological, logistical and other support and troubleshooting services. The Contractor shall provide an on-site administrator for each training that will occur in any of the regions as well as the National Office. The Contractor will coordinate with each office before and during the course to ensure that the event runs smoothly providing technological, logistical and other support and troubleshooting services.

The Contractor will host the live virtual session on a platform it chooses as long as the platform is accessible to SOL and provide a person to administer the program, (e.g., setting up the meeting and invitations thereto, arranging and running breakout rooms, and troubleshooting technology and related logistics), at no additional cost to SOL.

Part 6 Applicable Publications

6.1 Publications Applicable to This SOW:

Not applicable.

Technical Exhibit 1

Deliverables Schedule

Deliverable Frequency # Of Copies Medium/Format Submit To

1.3 Each training session A copy of course

material including mock file for each participant and necessary material for all faculty

May be paper or electronic format determined by the government.

Each attendee and faculty member.

Technical Exhibit 2

Estimated Workload Data

Item Name Estimated Quantity Estimated Students

1 Mock Legal Case File Development (with SOL subject-matter experts)

1 per year N/A

2 Development of Custom Live In-Person Advocacy Skills Course

1 per year 32

3 Development of Custom Live In-Person Trial Skills Course

1 per year 32

4 Development of Custom Live Online Advocacy Skills Course

1 per year 30

5 Development of Custom Advocacy Related Legal Training Services

1 per year N/A

D - Packaging and Marking

D.1 ADDITIONAL REQUIREMENTS

Any correspondence including, but not limited to letters, memos, e-mails etc. shall at a minimum include the following markings:

1. Date

2. IDIQ and Task Order number.

3. Project description as “Trial Advocacy and Related Training Services”.

4. CLIN(s) when applicable.

E - Inspection and Acceptance

E.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

The following contract clauses pertinent to this section are hereby incorporated by reference (by Citation Number, Title, and Date) in accordance with the clause at FAR 52.252-2 "CLAUSES INCORPORATED BY REFERENCE" in Section I of this contract. See FAR 52.252-2 for an internet address (if specified) for electronic access to the full text of a clause.

E.2 INSPECTION AND ACCEPTANCE

Inspection and Acceptance: The Contracting Officer or the duly authorized representative will inspect and accept materials and services to be delivered under this Indefinite Quantity Contract in conjunction with the requirements of the PWS. Additional inspection and acceptance requirements, if any, will be set forth in the Other Information/Project Background portion of this document or in Task Orders. Individual Task by the Agency and Accepting Authority Delivery orders issued by DOL will have its own acceptance official.

52.246-4 Inspection of Services - Fixed-Price. (AUG 1996)

F - Deliveries or Performance

F.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

The following contract clauses pertinent to this section are hereby incorporated by reference (by Citation Number, Title, and Date) in accordance with the clause at FAR "52.252-2 CLAUSES INCORPORATED BY REFERENCE" in Section I of this contract. See FAR 52.252-2 for an internet address (if specified) for electronic access to the full text of a clause.

52.242-15 Stop-Work Order. (AUG 1989)

52.242-17 Government Delay of Work. (APR 1984)

G - Contract Administration Data

DOL 2023-03 Updated Submission of Invoices (July 2023)

DOL 2023-03

Updated Submission of Invoices (July 2023)

A. Applicability

Contracting Officers shall insert this clause in all solicitations and awards. For existing awards, the Contracting Officer will determine whether the contract action should be modified to incorporate the clause.

B. Definitions

None

C. Requirements

1. Electronic Invoice Submittal

Invoices for the services/goods provided under this award shall be submitted through the Department of Treasury's Invoice Processing Platform (IPP) or through the Department of Labor (DOL) Quickpay email system, as directed by the Contracting Officer. IPP is a Federal Government owned and operated website accessible to contractors free of charge. Information about IPP, including enrollment instructions, are available and should be obtained by the enrolled contractors directly from the Department of Treasury after award at, https://www.ipp.gov.

Per TFM Vol 1, part 4A, Chapter 200: Section 2055—Electronic Invoicing, Invoice Processing Platform (IPP)

Federal entities should consider using electronic systems and processes to streamline and improve efficiencies in government invoicing. IPP is a secure web-based electronic invoicing and payment information system provided by Fiscal Service. IPP allows federal entities to transform their existing paper-based order-to-pay processes into a streamlined electronic flow.

IPP provides a centralized location to view all transactions in the purchase-to-pay process. It transforms paper-based processes into an electronic process for both federal entities and their suppliers. IPP’s modular design allows federal entities to implement functionality in phases, according to their business needs. Federal entities use IPP to send electronic purchase orders to vendors, to receive electronic invoices from vendors, and for invoice routing and approval workflow. IPP uploads payment remittance information from Treasury and non-Treasury disbursed federal entities, allowing federal entities and their suppliers to view and download payment information.

A. The following instructions apply to Invoices submitted through IPP.Gov or the DOL Quickpay email system:

IPP invoice attachments SHALL NOT exceed the size limit of 10 megabytes (MB) each. However, you may submit multiple attachments of less than 10MB each with the invoices.

(i) DO NOT submit an invoice or attachment that uses shading or color.

a. An emailed Portable Document Format (PDF) image cannot have any text that has a background with any color other than white. If the image has a shaded background, it will be converted to black, and the text will be illegible.

b. An emailed Tagged Image File Format (TIFF) image must be black and white.

(ii)…