Sol_75H70724Q00116.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

Albuquerque NM 87110 4101 Indian School Rd NE, Suite 225 Albuquerque Indian Health Service

CODE 16. ADMINISTERED BYCODE

X

X

X

611430

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED OR203

REQUEST FOR

PROPOSAL

(RFP)

INVITATION

FOR BID (IFB)

10. THIS ACQUISITION ISCODE

REQUEST FOR

QUOTE (RFQ)

14. METHOD OF SOLICITATION

13b. RATING

NORTH AMERICAN INDUSTRY

CLASSIFICATION STANDARD

(NAICS):

SMALL BUSINESS

08/09/2024 1700 MT

07/25/2024

505-256-6750STEPHANIE BEGAY

(No collect calls)

INFORMATION CALL:

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

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

75H70724Q00116

5. SOLICITATION NUMBER

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

1 31 OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

TELEPHONE NO.

17a. CONTRACTOR/

15. DELIVER TO

Albuquerque NM 87110 4101 Indian School Rd NE, Suite 225

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 FREE ON BOARD

(FOB) DESTINATION UNLESS

BLOCK IS MARKED

11.

SEE SCHEDULE

12. DISCOUNT TERMS THIS CONTRACT IS A RATED

ORDER UNDER THE DEFENSE

PRIORITIES AND ALLOCATIONS

SYSTEM - DPAS (15 CFR 700)

13a.

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

(SDVOSB)

HUBZONE SMALL

BUSINESS

8(A)

Albuquerque Indian Health Service

WOMEN-OWNED SMALL

BUSINESS (WOSB)

ECONOMICALLY DISADVANTAGED

WOMEN-OWNED SMALL

BUSINESS (EDWOSB)

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

Solicitation No. 75H70724Q00116 is hereby issued to provide groundwater and well design, operation, and maintenance training courses for the Indian Health Service (IHS), Office of Environmental Health and Engineering (OEHE), Environmental Health Support Center (EHSC).

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

HEREIN, IS ACCEPTED AS TO ITEMS:

X

XX

DATED

STEPHANIE BEGAY

. 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

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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 (FEDERAL ACQUISITION REGULATION) FAR 52.212-1, 52.212-4. FAR 52.212-3

AND 52.212-5 ARE ATTACHED. ADDENDA

26. TOTAL AWARD AMOUNT (For Government Use Only)

OFFER

STANDARD FORM 1449 (REV. 11/2021)

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: REFERENCE

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. 11/2021) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

31 2 of

SOL75H70724Q00116 OEHE GROUNDWATER TRAINING

SF-1449 continued, page 3 of 31

ISBEE Cascading Set-Aside Offers will be solicited from Indian Small Business Economic Enterprise (ISBEE) concerns. If we do not receive enough competition and/or reasonably priced offers from the ISBEE set-aside, we will then evaluate quotes and consider for award to other small business concerns. Any acquisition resulting from this cascading set-aside will be from such a concern as follows:

1. ISBEE

2. All other Small Business Concerns

3. Other than Small Business Concerns (large businesses)

1. General Information

1.1 Background

The IHS is responsible to provide water, sewer and solid waste facilities for Native American housing at, adjacent to, or near Indian Reservations as authorized by Public Law 86-121. Community sizes range from 15 to 10,000 people. The Indian Health Service (IHS) is authorized to design, construct and improve facilities, acquire lands and right-of-way for sanitation facilities, projects, and transfer complete facilities to Native American Tribal organizations or other public authorities for operation and maintenance.

The Environmental Health Support Center (EHSC) serves as the national coordinator of IHS based training for OEHE. In addition, this office also serves as the national liaison for training activities with all twelve Indian Health Service Areas and other governmental, public and private institutions. Authority for this justification is mandated under 41.USC.253(c)(1) as implemented by FAR 6.100

The purpose of the proposed requirement is to provide interactive groundwater and wells training for tribal utility and IHS staff in the lower 48 States and Alaska. The successful vendor(s) will be able to provide off-the-shelf and customized trainings that support the design and operation of individual and community drinking water wells.

2. Scope

2.1 General

The Contractor shall be able to provide groundwater and well design, operation, and maintenance training courses for engineers, technicians, and project managers. The contractor shall have the ability to create customized trainings to meet IHS needs per the Contracting Officer Representative’s (COR) request. Courses shall be one-hour (virtual short topic trainings) to five days in length (in-person or virtual) and shall be presented by the Contractor at a 1) IHS-provided facility,

2) contractor-provided facility, or 3) on-line. Locations of in person trainings will vary throughout the Continuous U.S. and Alaska.

Training courses shall focus on groundwater and well topics, at a minimum, supporting the following:

▪ Well site selection

▪ Ground water hydrology

▪ Well design

▪ Well drilling

▪ Pump testing

▪ Well water quality testing

▪ Well maintenance

▪ Well rehabilitation

Target Audience The target audience will consist of engineers, technicians, and project managers with variable experience levels and backgrounds (including staff where English is a second language). In-person courses shall be presented for up to 40 students per session unless otherwise authorized by both the Contractor and the COR. Instructor led live virtual courses shall be presented for up to 250 students per session unless otherwise authorized by both the Contractor and COR.

Cancellation Policy The EHSC reserves the right to cancel or reschedule contracted courses a maximum of 4-weeks (unless otherwise agreed upon with the Vendor in writing) prior to the course start date should the minimum number of registrations not be achieved. The EHSC will make all efforts possible to recruit training attendees.

3. Requirements Overview: Training Services

3.1 BPA Calls: Proposal Requirements

SF-1449 continued, page 4 of 31

Training service proposals will be requested when the IHS has identified a training need. The IHS will provide information on dates, location, requested course title, and a description of requested content for customized trainings. The Vendor proposals shall include the following at a minimum:

▪ Course name, dates, and locations per the proposal

▪ Training delivery approach

▪ Training course objectives

▪ Training course preliminary agenda (include proposed times and module topics)

▪ Instructor names, and if not already provided in the contract documents, copies of instructor resumes

▪ Training course cost breakdown

• Course preparation time (hours and cost/hour)

• Instruction time (hours and cost/hour)

• Travel (salaries, per diem, transportation, and lodging)

• Training manual publication and shipping (lump sum)

• Venue costs (if requested by COR)

• Materials or other Misc. Expenses (if applicable)

▪ If applicable, training course development cost breakdown

• Course preparation time, including review and revisions (hours and cost/hour)

• Course equipment set procurement and fabrication (including shipping containers)

If the proposal is accepted, work will be ordered via BPA Call as a single unit price per class to execute the training course.

It is anticipated that the COR will be an employee of the EHSC. If not, the COR will provide an EHSC point of contact for the Vendor. The Vendor shall closely coordinate all work with the COR, EHSC staff, appropriate IHS Area Division of Sanitation Facilities Construction (DSFC) staff, and Tribal or Division of Acquisitions staff on all project and contractual matters as and when appropriate.

3.2 Training Delivery Approach

The preferred method of course delivery will be in person followed by instructor led live virtual sessions. On demand trainings are anticipated to be less than 15% of total need.

Training courses shall be highly interactive. A minimum of 25% of content should be comprised of discussions, demonstrations, exercises, and scenarios such that attendees have an opportunity to be actively engaged in the training event. Coordinate with IHS to obtain real world examples and scenarios for use during trainings.

3.2.1 In-person trainings

Unless otherwise identified in the request for proposal, the course shall include a minimum of seven hours of content per day, typically from 8 am – 5 pm local time with one one-hour lunch break and a minimum of two 15-minute breaks during the day for full day courses and shall typically run from 8 am to noon or from 1 pm to 5 pm local time for half day courses as defined in the request for proposal.

3.2.2 Instructor led live virtual trainings

The request for proposal will identify the duration requested for each virtual training. Trainings shall be scheduled to accommodate five time zones (Alaska, Pacific, Mountain, Central, and Eastern) and will typically be scheduled in the window of 9 am – 2 pm Pacific.

The vendor shall provide one industry standard electronic training platform each for virtual trainings. Examples of industry standard platforms include, but are not limited to: Zoom, Adobe Connect, and GoToTraining. Electronic platform cost to be incidental to all course development and execution line items.

▪ Platforms for virtual trainings shall, at a minimum, include the capability to:

• Allow access for up to 250 simultaneous participants (includes 250 participants, instructors, and one or two government observers)

• Screen share

• View live-stream video of instructor and students

• Poll

• Chat

• Utilize breakout rooms

• Phone option for attendees without microphone

SF-1449 continued, page 5 of 31

• Record and download training sessions

• Report attendee logins/logout

• Report results of poll questions

3.2.3 On-Demand (Asynchronous Trainings)

The Vendor shall provide access to one or more on-demand trainings as identified in the request for proposal for the agreed upon duration of the period of performance.

Platforms shall support as many users as identified in the request for proposal and shall be capable of providing reports to the EHSC regarding the names and number of users that started and completed the training, test scores, and start/end dates. Reporting capability should also include percent completion.

The EHSC will provide the Vendor with a roster and that the Vendor will establish the appropriate learning accounts and access to the course(s) unless otherwise agreed upon by the COR and the Vendor.

3.3 Learning Outcomes

Each proposed course must have identified learning outcomes approved by the COR and subject matter expert.

Whether the course is onsite, virtual, or on-demand, Contractor shall implement methods to measure knowledge transfer and achievement of learning outcomes. Sample methods include exercises, role-playing, scenarios, tests, case study analysis. Methods shall be outlined in the contractor’s proposal. Demonstration of knowledge transfer will be documented and submitted to IHS upon completion of course for all attendees.

3.4 Instructor Qualifications

Instructor qualifications, as demonstrated through the proposal CV/resumes shall include:

• At least one person on the instruction team (for the ordered class session) shall have a minimum of five years of professional experience in the topic areas of the class. All others shall have at least two years of professional experience in the topic area that they will be presenting on.

• At least one person on the instruction team (for the ordered class session) shall have a minimum of five years of experience instructing the training topics outlined in course proposal.

• At least one person the instruction team (for the ordered class session) shall have a minimum of two years of experience with adult education competencies (e.g., adult education training courses attended, experience teaching adults, demonstration of understanding of ATLAS learning styles and knowledge transfer approaches for the navigator, engager, and problem solver learning styles)

3.5 Workload Estimates

Training needs vary year to year based on requests received from the 12 IHS Areas located in the lower Continental United States and Alaska. There is no guarantee of work in any given contract year. The ideal Vendor shall be able to provide up to three trainings per year of off-the-shelf and/or customized courses.

3.6 Training Services – Off-the-shelf

Off-the-shelf trainings include trainings developed solely under the auspices of the Vendor without funding from the federal government.

Training agendas, manuals, and other resources shall be provided to the EHSC in a pdf format for review and approval upon request and prior to IHS utilizing trainings from the Vendor’s catalog.

Training content will remain solely owned by the Vendor unless otherwise agreed upon in writing by both contract parties.

Vendor shall provide and maintain all materials/equipment required to execute off-the-shelf trainings.

Deliverable: After award of contract, the Vendor shall provide a catalog listing of groundwater and water well related off-the-shelf trainings along with the corresponding agendas and course outcomes.

3.7 Off-The-Shelf Customized Trainings

If indicated in the proposal request, the Vendor shall work with the EHSC to customize existing off-the-shelf training courses to meet IHS needs. Course design requests may be for on-demand, web facilitated, and/or face-to-face offerings.

SF-1449 continued, page 6 of 31

Training content will remain solely owned by the Vendor unless otherwise agreed upon in writing by both contract parties.

Deliverable: Prior to completion of customization, the Vendor shall revise content and submit to the EHSC for review and approval.

3.8 Training Services – New Course Development

If indicated in the proposal request, the Vendor shall work with the EHSC to develop new training courses to meet emerging needs. Course design requests may be for on-demand, web facilitated, and/or face-to-face offerings.

Work under this section includes developing training courses including course objectives, agenda, instruction methods, teaching and learning strategies, knowledge transfer assessment (e.g., how learning strategies will be assessed), learning materials (including procurement and/or fabrication of equipment sets including shipping containers if applicable), learning environment (e.g., instructor to student environment, student to student environment, and student to material environment), instructor’s biography, presentations and handouts.

Unless otherwise indicated in the BPA call,

▪ the Vendor shall submit draft training course documentation and materials/equipment list to the COR within 90 days of BPA call execution, unless otherwise authorized by COR.

▪ The COR shall review and provide comments on the draft materials within 10-20 business days of receipt.

▪ The Vendor shall review and revise the materials within 10 business days of comment receipt until accepted by the

COR.

▪ The EHSC reserves the right to inspect new equipment sets prior to shipping and acceptance

Deliverable: Draft content materials shall be provided in PowerPoint format, pdf, or other mutually acceptable format for review. Proposed equipment/materials inventory.

Deliverable: Final and revised training materials shall be provided as follows:

▪ Presentation Modules – PowerPoint (editable)

▪ Handouts/Manuals – Original editable document file format (e.g., Word, Excel) and PDF

▪ Reference Books – electronic or hard copy

▪ Equipment Inventory - shall be developed by the Vendor using the EHSC provided inventory Survey123 tool unless otherwise approved by the COR

▪ Equipment – to be shipped by the EHSC from the Vendor site to the EHSC warehouse or training location unless otherwise identified in the request for proposal

The Vendor shall develop the course for Indian Health Service ownership. The IHS will maintain all ownership rights to reproduce or use the training material provided with this contract without restriction and the right to authorize others to use the materials for any purpose. The Vendor shall only provide these training courses to the government during the contract performance periods. Upon completion of the contract, the Vendor shall turn over all training course materials (content, equipment, and other resources) and may not offer these trainings without the express written permission of the government thru the IHS EHSC office.

3.9 Venues/Locations (In-Person Training)

Trainings may be located anywhere in the continental United States and Alaska. The training venue will be secured by the government at no cost to the Vendor unless otherwise indicated in the proposal request. Training venues typically include federal/state/local government meeting spaces, tribal meeting spaces, and/or hotel meeting spaces.

The Vendor shall provide a laptop, all necessary av equipment (projector, etc.), flip charts, and all other materials required to execute the training class unless otherwise indicated in the proposal request.

3.10 Training Course Execution Deliverables

3.10.1. Government Deliverables

3.10.1.1Course Posting and Closeout:

The IHS will be responsible for all scheduling, advertising, registrations, training certificates (exception: Vendor is accredited to issue continuing education units (CEUs)), and transcript maintenance. The EHSC will provide the vendor with a local point of contact (POC) for each training to address questions related to individual classes. In most cases, the local POC will also be available to assist with course paperwork facilitation and transmittal.

3.10.1.2 Course Paperwork

SF-1449 continued, page 7 of 31

The EHSC will provide electronic versions of course evaluations, sign-in sheets, rosters, agenda deviation form, and venue evaluation form to the Vendor for in-person trainings. Forms may be removed or added depending on the funding agency requirements. Unless otherwise notified, the Vendor shall provide copies of all course paperwork for students and/or instructors to complete.

3.10.1.3 Government-Furnished Information

▪ Training course dates

▪ Training locations

▪ Training venues (unless requested via request for proposal)

▪ Course marketing and registration

▪ Student registration information will be provided prior to the courses.

▪ Student evaluation forms

▪ Student sign-in sheets

▪ Course deviation Forms

▪ Course completion PDH certificates (unless Vendor provides PDH or CEU certificates)

3.10.2. Vendor Deliverables

3.10.2.1 Training Course

Training course to be completed at the locations/platforms and during the timeframes designated in the executed BPA call unless otherwise approved in writing by the CO/COR.

3.10.2.2 Training/Reference Manuals

In-Person Trainings: The Vendor shall provide spiral bound training manuals for each attendee that include durable front and back covers. At a minimum, the manuals shall include copies of the agenda, instructor bios, instructor contact information, presentation slides (maximum of 2 per page with each slide size maximized to fit approximately 1/2 the usable page), exercises to be completed during the course, and reference material for future use. The manual shall be provided to attendees at the start of each session. If reference manuals are more than 2-inches thick or otherwise untenable for a student to pack home, the Vendor shall provide shipping of manuals to each attendee’s work location at the end of each training course for delivery within 7 business days.

Virtual and On-Demand Trainings: The Vendor shall provide electronic copies of training materials to each attendee or to the EHSC for distribution to the roster (virtual trainings only). In addition, the Vendor shall make electronic copies of the materials available during the class session. In lieu of electronic copies, the Vendor may ship hard copy manuals or references to each training attendee. Hard copy materials should be shipped so that students have the materials at least three days prior to the start of the training.

3.10.2.3 Attendance Records and other course closeout documentation Onsite courses, contractor shall submit

▪ Completed sign-in sheets during the morning and afternoon sessions

▪ Verified course agenda deviation form identifying changes to course content

▪ Completed venue assessment form

▪ Completed student course evaluation forms

▪ Copies of class quizzes (individual results)

Virtual courses, Contractor shall implement method to track online attendance by participants. Documentation includes

▪ Course attendance (including logon/logoff times and duration calculations)

▪ Verified course agenda deviation form (for courses >4 hours in duration)

▪ Completed student course evaluation forms

▪ Poll questions and results

▪ Copies of class quizzes (individual results and summarized results)

On-Demand courses, documentation includes

▪ Copy of course completion certificates

▪ Student start and completion dates (or percent complete if no completion)

▪ Test scores – individual and summary (if applicable)

▪ Completed student course evaluation forms and summary

3.10.3 Timeframe for Completion and Deliverables

SF-1449 continued, page 8 of 31

4. Payment Basis of Payment for training course revision/development includes all materials, labor, overhead/profit and miscellaneous expenses for a complete course development or revisions/refreshes, equipment set fabrication (including shipping crates) if applicable, reviews and revisions, and all other incidentals required to complete course materials.

Basis of Payment for training course execution includes all course revisions/refreshes, equipment set-up/take down, instructor prep, course delivery, course closeout, training materials/manuals, AV equipment (projector for in-person, training platform for virtual, flip charts, or any other AV required by the instructor), travel, per diem, and all other incidentals required to provide a complete training course

5. Miscellaneous

5.1 Proposal Travel Requirements

Proposals shall include an itemized cost breakdown of all travel expenses. The maximum for proposed travel expenses under this contract are based on the various rates published by the General Services Administration (GSA). Links to applicable rates are listed below.

▪ Travel expenses are limited to the lowest airfare rates published to reasonably meet course scheduling requirements by advance purchase (to the maximum extent feasible given the individual circumstance) and the published federal rates for meals and incidentals per diem, lodging per diem, mileage reimbursement (where a Contractor employee or official uses their personal or company vehicle for travel to a project site) and car rental requirements.

• Car rental expenses proposed shall be based on the minimum size vehicle necessary for reasonable comfort of the number of estimated travelers, distance proposed for travel. For example, where a single individual is proposed for travel involving a journey of, say, 400 miles’ roundtrip, a compact sedan would be the appropriate maximum size vehicle. The status of the traveler within the firm has no bearing on the vehicle size or type allowed for contract travel.

• Federal travel per diem rates are based on the location of the travel destination. Please note that for all days of travel (usually only the first and last day of each trip) the meal and incidentals maximum reimbursement Per Diem is limited to 3/4th (75 percent) of the published daily rate for each location. The Contractor is responsible for using the then-current federal rates for travel expenses in each proposal. Federal travel rates are updated as changes occur and available for reference at the following URLs:

▪ Per Diem Rates: https://www.gsa.gov/plan-book/per-diem-rates

▪ Mileage Reimbursement Rates: http://www.gsa.gov/portal/content/100715

5.2 Application Files and Accessibility

Contractor Deliverable Date of Contractor Deliverable IHS Deliverable

Date of IHS Deliverable

Off-the-Shelf course listings, agendas, and outcomes

Within two weeks of contract award (base and option years)

Course Confirmation based on # of registrations

4 weeks prior to the start of the class

Agenda for Proposed Course

With BPA proposal Meeting space for IHS on-site courses (unless otherwise requested)

At course date

Student manuals and other handout materials

At the course for all training modalities. At least three days prior to the course (virtual only)

Student roster and course evaluation sheets

Ranging from a few days up to 4 weeks before class.

Submittal of completed course evaluations and other course closeout paperwork (e.g., sign in sheet/attendance records, course deviation form, venue evaluation form)

Within 2 weeks of course end date

Documentation of Demonstration of Knowledge Transfer

2 weeks after course https://www.gsa.gov/plan-book/per-diem-rates?gsaredirect=portalcontent104877 http://www.gsa.gov/portal/content/100715

SF-1449 continued, page 9 of 31

Software Application files, if delivered to the Government, shall conform to the requirements relating to accessibility as detailed to the 1998 amendments to the Rehabilitation Act, particularly, but not limited to, § 1194.21 Software applications and operating systems and § 1194.22 Web-based intranet and internet information and applications. See:

http://www.section508.gov/

Preferred text format: MS Word (Office 2016 or higher) Preferred graphics format: Each graphic is an individual JPG file Preferred portable format: Adobe Acrobat, version 6.0 Preferred Excel Format: Office 2016 or higher

Pricing

Bid Schedule Unit of Measurement

Base Year Unit Cost

Opt Yr #1 Unit Cost

Opt Yr #2 Unit Cost

Opt Yr #3 Unit Cost

Opt Yr #4 Unit Cost

One day in-person training Per Course

Two day in-person training Per Course

Three day in-person training Per Course

Four day in-person training Per Course

Five day in- person training Per Course

Virtual course (price per hour.

Typical course duration may range from 2 hours to 40 hours)

Per Hour

Course Development (price per hour) Per Hour

Venue (TBD based on BPA Call and location) -- -- -- -- -- --

Instructor Travel (NTE per class - TBD based BPA Call) -- -- -- -- -- --

Notes:

1. Course Cost (up to 30 students for in-person or up to 250 for virtual)

2. Training course location to be anywhere in CONUS and/or Alaska

3. Payment for training courses includes all course revisions/refreshes, instructor prep, course delivery, course closeout, training materials/manuals, AV equipment (projector for in-person, training platform for virtual, flip charts, or any other AV required by the instructor), and all other incidentals required to provide a complete training course

Period of Performance The period of performance is a Base Period of 12 months with four 12-month Option Years, unless extended by modification to this contract. The Government may exercise options to extend the period of performance in accordance with FAR Clause 52.217-9, Option to Extend the Term of the Contract (Mar 2000); upon written notification by the Contracting Office within 30 days of contract expiration.

SF-1449 continued, page 10 of 31

Services under this contract shall commence NLT 30 days after all clearances occur:

Base: TBD, 2024-TBD, 2025 Option Year 1: TBD, 2025- TBD, 2026 Option Year 2: TBD, 2026- TBD, 2027 Option Year 3: TBD, 2027- TBD, 2028 Option Year 4: TBD, 2028- TBD, 2029

Contract Officer Representative (COR) Andrew Thesing, Andrew.Thesing@ihs.gov, 505-934-1849, is hereby designated as Contract Officer’s Representative for this service. The Contract Officer Representative responsibilities will be to coordinate with the contractor the technical aspects of this service and the review of performance hereunder. The Contract Officer’s Representative does not have the authority to change or alter the order amount, terms and conditions.

Shari Windt, Shari.Windt@ihs.gov , 505-206-4471/505-256-6805, is hereby designated as the Alternate COR for this service. The Alternate COR responsibilities will be to help coordinate with the contractor the technical aspects of this service and the review of performance hereunder. The Alternate COR does not have the authority to change or alter the order amount, terms and conditions.

The Contract Officer’s Representative responsibilities include ensuring contractor accountability, monitoring the contractor's technical progress- including the surveillance and assessment of performance and recommending to the Contracting Officer changes in requirements, interpreting the statement of work, performing technical evaluations as required, performing technical inspection and acceptance required, assisting the contractor in the resolution of technical problems encountered during performance and receiving and processing invoices for payment.

HHSAR 301.602-3, Ratification of Unauthorized Commitments: The Government is not bound by agreements with, or contractual commitments made to, prospective contractors by individuals who do not have delegated contracting authority. Unauthorized commitments do not follow the appropriate process for the expenditure of Government funds.

Consequently, the Government may not be able to ratify certain actions, putting a contractor at risk for taking direction from a Federal official other than the contracting officer. See FAR 1.602-1. Government employees responsible for unauthorized commitments are subject to disciplinary action. Contractors perform at their own risk when accepting direction from unauthorized officials. Failure to follow statutory and regulatory processes for the expenditure of Government funds is a very serious matter.

Technical Monitoring

(a) Performance of work under this contract must be subject to the technical direction of the COR identified above, or an Alternate COR designated in writing. The term "technical direction" includes, without limitation, direction to the Contractor that directs or redirects the labor effort. Shifts the work between work areas or locations, fills in details and otherwise serves to ensure that task areas outlined in the PWS accomplished satisfactorily.

(b) Technical direction must be within the scope of the specification(s)/work statement. The COR does not have authority to issue technical direction that

(1) Constitutes a change of assignment or additional work outside the specification(s)/ statement of work;

(2) Constitutes a change as defined in the clause entitled "Changes;"

(3) In any manner causes an increase or decrease in the contract price, or the time required for contract performance;

(4) Changes any of the terms, conditions, or specification(s)/work statement of the contract;

(5) Interferes with the Contractor's right to perform under the terms and conditions of the contract; or

(6) Directs, supervises or otherwise controls the actions of the Contractor's employees.

(c) Technical direction may be oral or in writing. The COR shall confirm oral direction in writing within five workdays, with a copy to the Contracting Officer.

(d) The Contractor shall proceed promptly with performance resulting from the technical direction issued by the COR. If, in the opinion of the Contractor, any direction of the COR, or his designee, falls within the limitations in (b), above, the Contractor shall immediately notify the CO no later than the beginning of the next Government work day.

(e) Failure of the Contractor and the CO to agree that technical direction is within the scope of the contract shall be subject to the terms of the clause entitled "Disputes."

Subcontracts:

None of the services furnished under this agreement shall be subcontracted or transferred to another contractor, or organization, without the specific prior written approval of the Contracting Officer.

mailto:Andrew.Thesing@ihs.gov mailto:Shari.Windt@ihs.gov

SF-1449 continued, page 11 of 31

Payment Office The payment office is: Electronic Funds Transfer (EFT) Disbursed by:

Albuquerque Indian Health Service U S Department of Treasury Division of Accounting Services Office of Disbursements 4101 Indian School Road NE, Suite 225 Austin, TX 73301 Albuquerque, NM 87110

Invoice Invoices shall be submitted in accordance with the contract terms, i.e., payment schedule, progress payments, partial payments, deliverables, etc. All information set forth in FAR Clause 32.905(b) Content of Invoices, must be included in all invoices for it to constitute a proper invoice. Additionally, the Contractor is required to include its UEI number on each invoice.

The Contractor shall submit proper invoices (excluding patient identifiers i.e. patient name, etc.) and all required back-up documentation to:

a. COR: Andrew Thesing, Andrew.Thesing@ihs.gov

b. IPP: http://www.ipp.gov

Do not send non-invoice related documents (i.e. deliverables, reports, and balance statements) to the Buyer or Albuquerque Finance. Failure to submit required documents directly to the offices as listed above will delay prompt payment of your invoice.

To help vendors understand how their companies can use the IPP Collector module to complete invoicing tasks, IPP offers training in a variety of formats. Please click on the below link for information on webinars and print-based documentation designed to help vendors learn the fundamentals of using IPP: https://www.ipp.gov/vendors/training-vendors

FAR 32.905(b) Content of Invoices:

(1) A proper invoice must include the following items (except for interim payments on cost reimbursement contracts for services):

(i) Name and address of the contractor.

(ii) Invoice date and invoice number. (Contractors should date invoices as close as possible to the date of mailing or transmission.)

(iii) Contract number or other authorization for supplies delivered or services performed (including order number and line item number).

(iv) Description, quantity, unit of measure, unit price, and extended price of supplies delivered or services performed.

(v) Shipping and payment terms (e.g., shipment number and date of shipment, discount for prompt payment terms). Bill of lading number and weight of shipment will be shown for shipments on Government bills of lading.

(vi) Name and address of contractor official to whom payment is to be sent (must be the same as that in the contract or in a proper notice of assignment).

(vii) Name (where practicable), title, phone number, and mailing address of person to notify in the event of a defective invoice.

(viii) Taxpayer Identification Number (TIN). The contractor must include its TIN on the invoice only if required by agency procedures. (See 4.9 TIN requirements.)

(ix) Electronic funds transfer (EFT) banking information.

(A) The contractor must include EFT banking information on the invoice only if required by agency procedures.

(B) If EFT banking information is not required to be on the invoice, in order for the invoice to be a proper invoice, the contractor must have submitted correct EFT banking information in accordance with the applicable solicitation provision (e.g., 52.232-38, Submission of Electronic Funds Transfer Information with Offer), contract clause (e.g., 52.232-33, Payment by Electronic Funds Transfer-System for Award Management, or 52.232-34, Payment by Electronic Funds Transfer-Other Than System for Award Management), or applicable agency procedures.

(C) EFT banking information is not required if the Government waived the requirement to pay by EFT.

(x) Any other information or documentation required by the contract (e.g., evidence of shipment).

mailto:Andrew.Thesing@ihs.gov http://www.ipp.gov/ https://www.ipp.gov/vendors/training-vendors https://www.ipp.gov/vendors/training-vendors https://www.acquisition.gov/far/subpart-4.9#FAR_Subpart_4_9 https://www.acquisition.gov/far/52.232-38#FAR_52_232_38 https://www.acquisition.gov/far/52.232-33#FAR_52_232_33 https://www.acquisition.gov/far/52.232-34#FAR_52_232_34

SF-1449 continued, page 12 of 31

(2) An interim payment request under a cost-reimbursement contract for services constitutes a proper invoice for purposes of this subsection if it includes all of the information required by the contract.

(3) If the invoice does not comply with these requirements, the designated billing office must return it within 7 days after receipt (3 days on contracts for meat, meat food products, or fish; 5 days on contracts for perishable agricultural commodities, dairy products, edible fats or oils, and food products prepared from edible fats or oils), with the reasons why it is not a proper invoice. If such notice is not timely, then the designated billing office must adjust the due date for the purpose of determining an interest penalty, if any.

Request for Tax Payer Information A form w-9 shall be submitted to the Albuquerque Area Indian Health Service Division of Accounting Services by either of the following:

1. Encrypted Email: ALB_AOAPinvoices@ihs.gov or

2. Secure Fax: (505) 256-6851 Failure to submit the required form W-9 to the office(s) listed above will delay issuance of the IRS 1099 Form.

Credit Memos Credit memos will not be accepted as a form of refund. All refunds are to be submitted via a check addressed to:

Albuquerque Area Indian Health Service Division of Accounts Receivable 4101 Indian School Road NE, Suite 225 Albuquerque, New Mexico 87110

Method of Payment

- Payment shall be made upon receipt of invoices in IPP.GOV;

- Electronic Funds Transfer (EFT) shall be utilized as method for processing payment;

- Upon receipt of a properly prepared Contractor invoice, the COR is responsible for certifying the invoice for acceptance of service and contacting a UFMS receiver to request a receiving receipt.

Contractor Performance Evaluation During the life of this contract, the contractor’s performance will be evaluated on a final basis pursuant to FAR Subpart

42.15. Evaluation will become part of the contract file and will be used as past performance information in evaluating the Contractor’s, and any significant subcontractors’ or affiliates, past performance on future contracts. Contractor Performance Assessment Report System (CPARS) is an on-line reporting system https://www.cpars.gov/. The Contractor Performance Report is completed by the COR electronically and sent to the Contractor for review and approval at the end of each performance period as an interim report and at the end of the contract performance as a final report. After review by the Contracting Officer, the report becomes a permanent record of the Contractor’s past performance.

FAR 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address: https://www.acquisition.gov/?q=/browse/far/52

FAR TITLE DATE

52.212-4 Contract Terms and Conditions—Commercial Items (NOV 2023) 52.223-6 Drug-Free Workplace (MAY 2001) 52.229-3 Federal, State, and Local Taxes (FEB 2013) 52.237-3 Continuity of Services (JAN 1991) 52.246-4 Inspection of Services – Fixed-Price (AUG 1996) 52.249-8 Default (Fixed-Price Supply and Service) (APR 1984)

52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE ORDERS—

COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES (MAY 2024)

(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are incorporated in this contract by reference, to implement provisions of law or Executive orders applicable to acquisitions of commercial items:

mailto:ALB_AOAPinvoices@ihs.gov https://www.acquisition.gov/?q=/browse/far/52

SF-1449 continued, page 13 of 31

(1) 52.203-19, Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements (Jan 2017) (section 743 of Division E, Title VII, of the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. L. 113-235) and its successor provisions in subsequent appropriations acts (and as extended in continuing resolutions)).

(2) 52.204-23, Prohibition on Contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab Covered Entities (Dec 2023) (Section 1634 of Pub. L. 115-91).

(3) 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment. (Nov 2021) (Section 889(a)(1)(A) of Pub. L. 115-232).

(4) 52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (Nov 2015).

(5) 52.232-40, Providing Accelerated Payments to Small Business Contractors (Mar 2023) (31 U.S.C. 3903 and 10

U.S.C 3801)

(6) 52.233-3, Protest After Award (Aug 1996) (31 U.S.C. 3553).

(7) 52.233-4, Applicable Law for Breach of Contract Claim (Oct 2004) (Public Laws 108-77 and 108-78 (19 U.S.C.

3805 note)).

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial items:

X (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (Jun 2020), with Alternate I (Nov 2021) (41 U.S.C. 4704 and 10 U.S.C. 4655).

X (2) 52.203-13, Contractor Code of Business Ethics and Conduct (Nov 2021) (41 U.S.C. 3509)).

__ (3) 52.203-15, Whistleblower Protections under the American Recovery and Reinvestment Act of 2009 (June 2010)

(Section 1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Reinvestment Act of 2009.)

_ (4) 52.203-17, Contractor Employee Whistleblower Rights (Nov 2023) (41 U.S.C. 4172); this clause does not apply to contracts of DoD, NASA, the Coast Guard, or applicable elements of the intelligence community-see FAR 3.900(a).

(5) 52.204-10, Reporting Executive Compensation and First-Tier Subcontract Awards (Jun 2020) (Pub. L. 109-282) (31 U.S.C. 6101 note).

__ (6) [Reserved].

__ (7) 52.204-14, Service Contract Reporting Requirements (Oct 2016) (Pub. L. 111-117, section 743 of Div. C).

__ (8) 52.204-15, Service Contract Reporting Requirements for Indefinite-Delivery Contracts (Oct 2016) (Pub. L. 111-117, section 743 of Div. C).

_X_ (9) 52.204-27, Prohibition on a ByteDance Covered Application (Jun 2023) (Section 102 of Division R of Pub. L.

117-328) __ (10) 52.204-28, Federal Acquisition Supply Chain Security Act Orders- Federal Supply Schedules, Governmentwide

Acquisition Contracts, and Multi-Agency Contracts (Dec 2023) (Pub. L. 115-390, title II).

___ (11) (i) 52.204-30, Federal Acquisition Supply Chain Security Act Orders-Prohibition. (Dec 2023) (Pub. L. 115-390, title

II).

__ (ii) Alternate I (Dec 2023) of 52.204-30.

(12) 52.209-6, Protecting the Government’s Interest When Subcontracting with Contractors Debarred, Suspended, or

Proposed for Debarment. (Nov 2021) (31 U.S.C. 6101 note).

__ (13) 52.209-9, Updates of Publicly Available Information Regarding Responsibility Matters (Oct 2018) (41 U.S.C. 2313).

__ (14) [Reserved].

__ (15) 52.219-3, Notice of HUBZone Set-Aside or Sole-Source Award (Oct 2022) (15 U.S.C.657a).

__ (16) 52.219-4, Notice of Price Evaluation Preference for HUBZone Small Business Concerns (Oct 2022) (if the offeror elects to waive the preference, it shall so indicate in its offer) (15 U.S.C. 657a).

__ (17) [Reserved] X_ (18) (i) 52.219-6, Notice of Total Small Business Set-Aside (Nov 2020) (15 U.S.C.644).

__ (ii) Alternate I (Mar 2020) of 52.219-6 __ (19) (i) 52.219-7, Notice of Partial Small Business Set-Aside (Nov 2020) (15 U.S.C. 644).

__ (ii) Alternate I (Mar 2020) of 52.219-7.

_ (20) 52.219-8, Utilization of Small Business Concerns (Feb 2024) (15 U.S.C. 637(d)(2) and (3)).

__ (21) (i) 52.219-9, Small Business Subcontracting Plan (Sep 2023) (15 U.S.C. 637(d)(4))

__ (ii) Alternate I (Nov 2016) of 52.219-9.

__ (iii) Alternate II (Nov 2016) of 52.219-9.

__ (iv) Alternate III (Jun 2020) of 52.219-9.

__ (v) Alternate IV (Sep 2023) of 52.219-9

__ (22) 52.219-13, Notice of Set-Aside of Orders (Mar 2020) (15 U.S.C. 644(r)).

__ (ii) Alternate I (Mar 2020) of 52.219-13.

X (23) 52.219-14, Limitations on Subcontracting (Oct 2022) (15 U.S.C.637s) __ (24) 52.219-16, Liquidated Damages-Subcontracting Plan (Sep 2021) (15 U.S.C. 637(d)(4)(F)(i)).

__ (25) 52.219-27, Notice of Service-Disabled Veteran-Owned Small Business Set-Aside (Feb 2024) (15 U.S.C. 657f).

__ (26) (i) 52.219-28, Post Award Small Business Program Representation (Feb 2024) (15 U.S.C. 632(a)(2)).

__ (ii) Alternate I (Mar 2020) of 52.219-28.

__ (27) 52.219-29, Notice of Set-Aside for, or Sole Source Award to, Economically Disadvantaged Women-Owned Small

Business Concerns (Oct 2022) (15 U.S.C. 637(m)).

__ (28) 52.219-30, Notice of Set-Aside for, or Sole Source Award to, Women-Owned Small Business Concerns Eligible

Under the Women-Owned Small Business Program (Oct 2022) (15 U.S.C. 637(m)).

SF-1449 continued, page 14 of 31

__ (29) 52.219-32, Orders Issued Directly Under Small Business Reserves (Mar 2020) (15 U.S.C. 644) __ (30) 52.219-33, Nonmanufacturer Rule (Sep 2021) (15U.S.C. 637)(a)(17)).

X (31) 52.222-3, Convict Labor (June 2003) (E.O.11755).

__ (32) 52.222-19, Child Labor-Cooperation with Authorities and Remedies (Feb 2024) (E.O.13126).

X (33) 52.222-21, Prohibition of Segregated Facilities (Apr 2015).

X (34) (i) 52.222-26, Equal Opportunity (Sept 2016) (E.O.11246).

__ (ii) Alternate I (Feb 1999) of 52.222-26.

__ (35) (i) 52.222-35, Equal Opportunity for Veterans (Jun 2020) (38 U.S.C. 4212).

__ (ii) Alternate I (July 2014) of 52.222-35.

__ (36) (i) 52.222-36, Equal Opportunity for Workers with Disabilities (Jun 2020) (29 U.S.C.793).

__ (ii) Alternate I (July 2014) of 52.222-36.

__ (37) 52.222-37, Employment Reports on Veterans (Jun 2020) (38 U.S.C. 4212).

(38) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act (Dec 2010) (E.O. 13496).

X (39) (i) 52.222-50, Combating Trafficking in Persons (Nov 2021) (22 U.S.C. chapter 78 and E.O. 13627).

___ (ii) Alternate I (Mar 2015) of 52.222-50 (22 U.S.C. chapter 78 and E.O. 13627)

(40) 52.222-54, Employment Eligibility Verification (May 2022). (Executive Order 12989). (Not applicable to the acquisition of commercially available off-the-shelf items or certain other types of commercial items as prescribed in 22.1803.)

__ (41) (i) 52.223-9, Estimate of Percentage of Recovered Material Content for EPA–Designated Items (May 2008) (42 U.S.C. 6962(c)(3)(A)(ii)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

__ (ii) Alternate I (May 2008) of 52.223-9 (42 U.S.C. 6962(i)(2)(C)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

__ (42) 52.223-11, Ozone-Depleting Substances and High Global Warming Potential Hydrofluorocarbons (Jun 2016) (E.O.

13693).

__ (43) 52.223-12, Maintenance, Service, Repair, or Disposal of Refrigeration Equipment and Air Conditioners (Jun 2016) (E.O. 13693).

__ (44) 52.223-20, Aerosols (May 2024) (42 U.S.C. 7671, et seq.).

__ (45) 52.223-21, Foams (May 2024) (42 U.S.C. 7671, et seq.).

__ (46) 52.223-23, Sustainable Products and Services (May 2024) (E.O. 14057, 7 U.S.C. 8102, 42 U.S.C. 6962, 42 U.S.C.

8259b, and 42 U.S.C. 76711).

_ (47) (i) 52.224-3 Privacy Training (Jan 2017) (5 U.S.C. 552 a).

__ (ii) Alternate I (Jan 2017) of 52.224-3.

_ (48) (i) 52.225-1, Buy American-Supplies (Oct 2022) (41 U.S.C. chapter 83).

(ii) Alternate I (Oct 2022) of 52.225-1 __ (49) (i) 52.225-3, Buy American-Free Trade Agreements-Israeli Trade Act (Dec 2022) (19 U.S.C. 3301 note, 19

U.S.C. 2112 note, 19 U.S.C. 3805 note, 19 U.S.C. 4001 note, 19 U.S.C. chapter 29 (sections 4501-4732), Public. L. 103-182, 108-77, 108-78, 108-286, 108-302, 109-53, 109-169, 109-283, 110-138, 112-41, 112-42, and 112-43.

__ (ii) Alternate I [Reserved] __ (iii) Alternate II (Dec 2022) of 52.225-3.

__ (iv) Alternate III (Jan 2021) of 52.225-3.

__ (v) Alternate IV (Oct 2022) of 52.225-3.

__ (50) 52.225-5, Trade Agreements (Dec 2022) (19 U.S.C. 2501, et seq., 19 U.S.C. 3301 note).

(51) 52.225-13, Restrictions on Certain Foreign Purchases (Feb 2021) (E.O.’s, proclamations, and statutes administered by the Office of Foreign Assets Control of the Department of the Treasury).

__ (52) 52.225-26, Contractors Performing Private Security Functions Outside the United States (Oct 2016) (Section 862, as amended, of the National Defense Authorization Act for Fiscal Year 2008; 10 U.S.C. Subtitle A, Part V, Subpart G Note).

__ (53) 52.226-4, Notice of Disaster or Emergency Area Set-Aside (Nov 2007) (42 U.S.C. 5150).

__ (54) 52.226-5, Restrictions on Subcontracting…