Solicitation OAA-12-000092.pdf

U.S. Agency for International Development

1300 Pennsylvania Avenue, NW

Washington, DC 20523 www.usaid.gov

Date Issued: August 29, 2012

Closing Date: October 15, 2012

Closing Time: 2:00 P.M.

Dear Offerors, Subject: Request for Proposals Number SOL-OAA-12-000092

Worldwide Training

The United States Agency for International Development (USAID) is seeking innovative proposals to provide services in support for coordinating core and non-core training for the

Agency’s approximately 8,000 employees as described in the attached Request for Proposals

(RFP). The Office of Human Resources, Training and Education Division (OHR/TE) arranges and funds course deliveries at a USAID Training Facility in the Washington area and at dozens of overseas locations for Mission staff assigned abroad. As staff levels warrant, Mission’s may also directly fund the purchase of core courses for overseas deliveries. All courses are delivered in English. All courses shall be developed and taught in accordance with the requirement set forth in the attached Solicitation. Therefore it is essential that offerors responding to this proposal have the knowledge and understanding of the vast range of factors that are essential when designing and delivering training for USAID staff as described in the attached Request for

Proposals (RFP).

USAID anticipates one (1) single Indefinite Quantity Contract (IQC) (no small business set-aside), award as a result of this RFP as further described below. This full and open competitive will be exclusively for the implementation of the Office of Human Resources, Training and

Education Division.

Existing training and support contract services similar to the type contemplated in this

Solicitation is currently being provided by:

Engility Corporation

Former Name: International Resources Group

1211Connecticut Ave. NW, Suite 700

Washington, DC 20036

USAID anticipates that the maximum ordering limitation of the contracts resulting from this RFP will be between a minimum amount of $25,000.00 and a maximum amount of $60,000,000 over the 5-year ordering period. The prospective offerors shall be obligated to perform work under the awarded task orders and deliver all services within their scope. Each awarded task order shall include a ceiling amount which the contractor shall not exceed. There is no guarantee on the number of task orders that the successful contractor will receive or the amount of money beyond the minimum order guarantee set forth in the RFP.

A facility clearance is not required under the contract. However, no employee under the contract will be allowed to work in USAID unrestricted office space until a personnel security investigation is completed at the level appropriate for the position per Automated Directive

Systems (ADS) 567.

Questions or communications regarding this RFP or its attachments must be submitted in writing to all three emails at: dstephens@usaid.gov, rdyer@usaid.gov and twilliams@usaid.gov. by

October 1, 2012. The subject line of the communication should be the Office of Human

Resources (OHR), Training and Education Division (TE) IQC/RFP SOL-OAA-12-00-000092 and your company name. Any questions submitted after October 1, 2012 will not be answered.

Instructions given before the award of the contract will not be binding. Any information given to a prospective offeror concerning the solicitation will be furnished to all prospective offerors via

Fedbizopps.gov.

There will be no bidders’ list. Because the solicitation encourages subcontracting with small businesses and other types of entities, prospective offerors are to view the “Interested Vendor’s

List” module on FedBizOpps website. A vendor can add its name, address, telephone number, e-mail address, type of business, as well as view this module for prospective teaming arrangements. The solicitation strongly supports subcontracting with small businesses and requires a subcontracting plan with a USAID goals set forth under Attachment J.5 of the

Solicitation.

Pursuant to Block 12 of Standard Form 33 of this RFP, USAID requires that offers stay valid through March 29, 2013.

This RFP in no way obligates USAID to award a contract nor does it commit USAID to pay any cost incurred in the preparation or submission of a proposal. Because USAID reserves the right to award a contract without discussions, initial proposals should represent an offeror’s best proposal.

mailto:dstephens@usaid.gov mailto:rdyer@usaid.gov mailto:twilliams@usaid.gov

This RFP can be viewed and downloaded from the Internet at the Worldwide Web address www.fedbizopps.gov. USAID bears no responsibility for data errors resulting from transmission or conversion processes. Further, be aware that amendments to solicitations are occasionally issued and will be posted on the same Internet site from which you downloaded the solicitation.

You are therefore advised to regularly check the above internet site for amendments.

Sincerely, Dwight Stephens

Contracting Officer http://www.fedbizopps.gov/

SOL-OAA-12-000092

SOLICITATION, OFFER AND AWARD

4. TYPE OF SOLICITATION2. CONTRACT NUMBER 3. SOLICITATION NUMBER

7. ISSUED BY CODE 8. ADDRESS OFFER TO (If other than Item 7)

ORDER UNDER DPAS (15 CFR 700)

6. REQUISITION/PURCHASE NUMBER

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

NEGOTIATED (RFP)

SEALED BID (IFB)

5. DATE ISSUED

1. THIS CONTRACT IS A RATED RATING PAGE OF PAGES

1 151

C. E-MAIL ADDRESS

EXT.NUMBERAREA CODE

B. TELEPHONE (NO COLLECT CALLS)A. NAME

10. FOR

INFORMATION

CALL:

CAUTION: LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

(Date)(Hour) local timeuntildepository located in copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if hand carried, in the

SOLICITATION

9. Sealed offers in original and

PART IV - REPRESENTATIONS AND INSTRUCTIONS

OTHER STATEMENTS OF OFFERORS

EVALUATION FACTORS FOR AWARD

INSTRS., CONDS., AND NOTICES TO OFFERORS

REPRESENTATIONS, CERTIFICATIONS AND

LIST OF ATTACHMENTS

CONTRACT CLAUSES

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

I

J

K

L

M SPECIAL CONTRACT REQUIREMENTS

CONTRACT ADMINISTRATION DATA

DELIVERIES OR PERFORMANCE

INSPECTION AND ACCEPTANCE

PACKAGING AND MARKING

DESCRIPTION/SPECS./WORK STATEMENT

SUPPLIES OR SERVICES AND PRICES/COSTS

SOLICITATION/CONTRACT FORM

PART II - CONTRACT CLAUSESPART I - THE SCHEDULE

H

G

F

E

D

C

B

A

SEC. DESCRIPTION PAGE(S) (X) DESCRIPTION SEC. (X)

11. TABLE OF CONTENTS

18. OFFER DATE17. SIGNATURE

SUCH ADDRESS IN SCHEDULE.

IS DIFFERENT FROM ABOVE - ENTER

15C. CHECK IF REMITTANCE ADDRESS

EXT.NUMBERAREA CODE

15B. TELEPHONE NUMBER

(Type or print)AND

ADDRESS

OF

OFFEROR

CODE FACILITY

16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER15A. NAME

DATEAMENDMENT NO.DATEAMENDMENT NO.

and related documents numbered and dated):

amendments to the SOLICITATION for offerors

(The offeror acknowledges receipt of

14. ACKNOWLEDGEMENT OF AMENDMENTS

CALENDAR DAYS (%)30 CALENDAR DAYS (%)20 CALENDAR DAYS (%)10 CALENDAR DAYS (%)

(See Section I, Clause No. 52.232.8)

13. DISCOUNT FOR PROMPT PAYMENT

designated point(s), within the time specified in the schedule.

by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the

12. In compliance with the above, the undersigned agrees, if this offer is accepted within ______________ calendar days (60 calendar days unless a different period is inserted

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

OFFER (Must be fully completed by offeror)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

28. AWARD DATE

(Signature of Contracting Officer)

27. UNITED STATES OF AMERICA

25. PAYMENT WILL BE MADE BY

26. NAME OF CONTRACTING OFFICER (Type or print)

CODE 24. ADMINISTERED BY (If other than Item 7)

ITEM

(4 copies unless otherwise specified)

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

41 U.S.C. 253 (c) ( 10 U.S.C. 2304 (c) (

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

21. ACCOUNTING AND APPROPRIATION20. AMOUNT19. ACCEPTED AS TO ITEMS NUMBERED

AWARD (To be completed by government)

CODE

REQ-HR-12-00004008/29/2012

X

M/GRO/LM

US AGENCY FOR INTERNATIONAL DEVELOP

OFFICE OF ACQUISITION AND ASSISTANC

M/OAA/GRO/ SA44/518F

1300 PENNSYLVANIA, NW.

WASHINGTON DC 20523

1400 ES 10/15/2012

Reba Dyer rdyer@usaid.gov

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PAGE(S)

Dwight Stephens

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (Rev. 9-97)

Prescribed by GSA - FAR (48 CFR) 53.214(c)

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

2 151

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

SOL-OAA-12-000092

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

TITLE: Worldwide Training Services SB Plan: YES

OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

NSN 7540-01-152-8067

USAID SOL-OAA-12-000092 World Wide Training and Other Related Services

I - THE SCHEDULE

SECTION B - SUPPLIES OR SERVICES AND PRICE/COSTS

B.1 PURPOSE

The purpose of this Indefinite Quantity Contract (IQC) is to provide services that fall within the scope of the work specified in Section C for training services through the issuance of task orders during the ordering period as specified in this IQC.

B.2 CONTRACT TYPE AND SERVICES

This is an IQC, comprised of one base year and four separate option years, utilizing individual task orders to provide technical services. The Government will issue task orders that either/or Firm Fixed

Price (FFP); Time and Material (T&M)/Labor Hour (LH) Line Items.

B.3 MINIMUM OBLIGATED AMOUNT

The basic IQC includes an initial obligation of funds in the amount of $25,000.00 to cover the minimum order guarantee. The initial obligation may cover services set forth under Section C.12 for the

Management Team (MT) and/or for Transitional Services (TS) as set forth under Section C.7.2.(a) . If an initial obligation is issued to cover services for the MT or TS, incremental or full funding may be provided to cover services for the performance period. Accordingly, each resulting individual task order to be issued at the Mission-level or for Washington-based services will not include cost and fee associated with MT or TS requirements. Payment and other pertinent term and conditions for MT or TS services will be set forth in any resulting order issued. Any Contractor MT fees for course design, redesign and delivery will be included in the Contractor firm fixed price contract line item.

USAID is required to order and the Contractor is required to furnish the minimum order amount of services. Following this initial obligation, individual task orders will obligate funds to cover the work required under such task orders.

B.4 MAXIMUM CONTRACT CEILING

This is an IQC with an overall ceiling price of $60,000,000.00. The maximum aggregate dollar value of task orders awarded to the contractor cannot exceed the IQC ceiling.

B.5 DEFINITIONS

B.5.1. Loaded Labor Rates

As used in this IQC, ―Loaded Labor Rates‖ are composed of the unburden hourly labor rates paid to an individual within a specific Labor Category (plus merit and/or cost of living increases, if applicable) plus indirect costs such as Fringe Benefits, Overhead, Facilities Capital Cost of Money (FCCM), General and Administrative (G&A), and Fee or Profit. However, see ―Treatment of Subcontractor’s

Labor Costs‖ cited in this Section B.5.10.

B.5.2. ODC

As used in this IQC, ―ODC‖ means ―Other Direct Costs.‖ ODCs are costs other than the contractor’s labor costs. Profit or fee may never be applied to ODCs.

B.5.3. ODC Indirect Cost Category and Base

As used in this IQC, ―ODC Indirect Cost Category and Base‖ means the type of indirect cost (e.g. G&A, F&A, O/H, etc) and the base on which the indirect cost is applied (e.g. travel costs, subcontracting costs, all other direct costs). The application of ODC Indirect Costs is permitted only to the extent that those costs are not already recovered as part of the contractor’s Loaded Labor Rates.

B.5.4. ODC Indirect Cost Rate

As used in this IQC, ―ODC Indirect Cost Rate‖ means the rate (expressed as a percentage of the Other

Direct Cost) the contractor applies to the specified ODC to recover its indirect cost. The application of this Indirect Cost Rate is permitted only to the extent that those costs are not already recovered as part of the contractor’s Loaded Labor Rates.

B.5.5. Regular Loaded Labor Rates

Regular Loaded Labor Rates are those loaded hourly labor rates paid to contractor or subcontractor for work performed during the employee’s normal workweek (generally 40 hours per workweek).

B.5.6. Task Order

A document that specifies an order for services placed against an established IQC to satisfy a

Government requirement. Task Orders will include, at a minimum, a: Statement of Work, Period of

Performance, Milestone and Deliverable Schedule and Cost Ceiling Amount which the contractor shall not exceed. Task Orders shall be considered ―awarded‖ upon signing and dating of the Task Order by the Contracting Officer. When issuing Firm-Fixed-Price (FFP); Time and Material (T&M)/Labor Hour

(LH) task orders, TOCOs must state in the task order the firm fixed-price (FFP); Time and Material

(T&M)/ Labor Hour (LH) Line Items Task Orders, which represents the total amount of the task order and the maximum price/cost the contractor may be paid to perform the services, reports, or other deliverables in the task order.

B.5.7. Estimated Cost and Fixed Fee

No profit or fee will be applied to Other Direct Cost in accordance with FAR 16.601. The Contractor’s firm fixed prices for courses and other requirements set forth in this Section B shall be inclusive of fees unless otherwise stated.

B.5.8 Indirect Costs

Pending establishment of revised provisional or final indirect cost rates, allowable indirect costs shall be reimbursed on the basis of the following negotiated provisional or predetermined rates and the appropriate bases:

The below indirect cost information applies to both the Prime and Subcontractors working under this contract.

Description Rate Base Type Period

1/ 1/ 1/

2/ 2/ 2/

3/ 3/ 3/

1/Base of Application:

Type of Rate:

Period:

2/Base of Application:

3/Base of Application:

Source:

Note 1: Contractor may recover applicable indirect costs (i.e., overhead, G&A, etc.) if it is part of the contractor's usual accounting procedures, consistent with FAR Part 31, and Negotiated Indirect

Cost Rate Agreement (NICRA).

Note 2: Subcontractor may recover applicable indirect cost rates (i.e., overhead, G&A, etc.) if it is part of the subcontractor's usual accounting procedures. Indirect cost rates may be included in task order proposals, and are subject to approval of the TOCO in accordance with FAR 52.244-2, Subcontracts.

B.5.9. LABOR

(a) Compensation of personnel under this IQC or any resulting subcontract must be in accordance with

AIDAR 752.7007 Personnel Compensation (JUL 2007).

(b) Central management costs will be handled through the following method:

The Contractor shall provide appropriate labor rates for all staff that will ensure exemplary performance in response but not limited to task order proposal requests, central reporting, financial issues, and central meeting regarding the IQC and Task Orders.

(c) The work day and work week policies and method of accounting for paid absences including holidays for the contractor and subcontractors is set forth in Attachment J 1A. (The Contracting Officer will fill in the Attachment number at the time of award and incorporate the information from the contractor’s proposal into Section J of the IQC).

B.5.10. TREATMENT OF SUBCONTRACTOR’S LABOR COSTS

For Labor Costs incurred by Subcontractors (if applicable), the Contractor shall be reimbursed at cost for such labor including appropriate indirect costs. Indirect costs include only those costs clearly excluded from the Contractor’s Loaded Hourly Labor Rates and allocated in accordance with the

Contractor's usual accounting practices consistent with FAR Part 31. The Contractor is not permitted to apply fee or profit to the cost of Subcontractor Labor.

B.5.11. MATERIALS, SUBCONTRACTS, AND ALL OTHER NON-LABOR COSTS

For all materials supplies and subcontracts used in the performance of task orders under this IQC, the

Contractor shall be reimbursed at cost for such materials, supplies or subcontracts including appropriate indirect costs. Indirect costs include only those costs clearly excluded from the Loaded Labor Rate and allocated in accordance with the Contractor’s usual accounting practices consistent with FAR Part

31. No fee or profit shall be applied to materials, supplies, subcontracts, or other non-labor items ordered by task orders and furnished under this IQC.

B.5.12. CONTRACT LINE ITEMS (CLINS)

The Contractor shall perform the work in accordance with the requirements specified herein for the

CLINs indicated in the Contract. This is an IDIQ hybrid contract with CLINs to perform FFP, Time and Material/Labor Hour work. The Firm Fixed Price CLINs shall be all inclusive of the total firm fixed price for each FPP CLIN. Such price shall be inclusive of all technical and management (prime and subcontracted) labor, equipment, hardware, software, maintenance, licensing, and expendable items, and any other support, including fee, required to performing the Section C, Statement of Work requirements related to such CLIN. Accordingly, the FFP/LH/T&M CLINS will not include non-local travel and certain equipment, materials and training facilities (i.e., training space) shall be provided by the

Government. Travel will be reimbursed in accordance with the Federal Travel Regulations.

Although the requirements of the FFP CLINs for Development of Instructor Led Courses (See Section

C.4.3) and (CLINs 001A through 001G) are not known at the time of contract award, the Contractor shall assume in its pricing that similar disciplines and level of expertise identified under CLIN 002 –

(Fixed Price Instructor Led Core Courses) is required.

Although the requirements of FFP CLINs for Development of Web Based Courses (See Section C.5.8) and CLINs 003G through 003L) are not known at the time of contract award, the Contractor shall assume in its pricing that similar disciplines and level of expertise identified under CLIN 003A through

003F will be required.

B.5.13. TRAVEL (LOCAL TRAVEL FOR WASHINGTON BASED TASK ORDERS ONLY)

As a general rule, local travel will not be reimbursed under the Contract for Washington based Task

Orders. Examples of local travel which will not be subject to reimbursement are: travel to and from normal job site; supervisory personnel traveling to a Government site or alternative facility to conduct training. Personnel temporarily working at a Government site or alternative facility will consider such facility his/her normal job site.

B.5.14 INCREMENTAL FUNDING

Task orders issued under the Contract may be subject to full or incremental funding.

B.6. LABOR CATEGORIES AND DESCRIPTIONS

The following paragraphs define the duties each labor category is responsible for performing. Subject to prior written approval of the Contracting Officer, the Contractor may revise the list and/or labor category descriptions provided.

LABOR CATEGORY DUTIES

Project Manager Responsible for serving as the primary liaison with the USAID COR and manages all aspects of the Contractor’s responsibilities pertaining to this IQC.

Will be the contractor’s primary representative for responding to task order proposal requests, central reporting, financials issues, and central meetings regarding the IQC and Task Orders.

Logistics Manager Oversight (under USAID’s concurrence) of the course scheduling with individual mission’s serving as hosts for regional courses, Schedules instructors and facilitators to staff the courses, Monitors timely arrival of training materials at training sites

Serves as primary communication link with particular missions regarding course arrangements

Reviews participant evaluations post-training, identifies abnormalities and addresses those with the Project Manager to report to the USAID COR, Shares course evaluations with instructors and facilitators within 10 days of course ending date, Assures the performance of at least annual classroom observations of individual instructors and facilitators to reinforce positive classroom behaviors and address deficiencies, Conducts TOT and orientation for new instructors and facilitators

Acquisition & Assistance

(A&A) Technical Skills

Instructors

Expert knowledge of and experience in the A&A business process, Federal

Acquisition Regulations (FAR), and; experience in training professionals in the A&A process; and

Knowledge of adult training methodology; and

Knowledge of different cultures and diversity training.

Project Management Skills

Instructors Expert knowledge of and experience in training professionals in all communications, core values, change management, and

Supervising work, monitoring, evaluating, training in adult methodology; and

Experience and expertise in training program/project management professionals in a diverse workforce in technical developmental areas

(agriculture, economics; democracy; governance; global health, strategic planning); and

Experience and expertise in training all levels within an organization or governmental agency; and

Experience and knowledge of different cultures and diversity training.

Senior Level Expert Bachelor’s degree in Web design, graphics or education technology with at least 3 years of professional work experience in producing online courses in virtual classroom software as well as knowledge of and experience with computer and Internet technologies Mid-Level Expert Bachelor’s degree in Web design, graphics or education technology with at least 1 year of professional work experience in producing online courses in virtual classroom software Junior Level Expert AA degree in Web design, graphics, or computer programming with some knowledge of producing online courses in virtual classroom software Conference/Retreat

Facilitator Provide input on the draft agenda

Design the workshop process including ice breakers, group work, and energizers

Assist with the development of breakout sessions and select presentation materials

Work with client to develop handouts and materials

The agenda is implemented in a timely and effective manner

The presentations are timed and delivered successfully

The sessions are organized to deliver the expected content

Participants are engaged and active

Participants understand housekeeping norms for facility

Compile and write a summary of workshop proceedings

B.7. TOTAL ESTIMATED AND EVALUATED PRICE

Note: The prices set forth in the below tables for various services for the base and option periods will only be used for evaluation purposes only. The quantities identified are estimates only and the resulting total estimated evaluated price will not be incorporated into the final contract. Only the CLIN description, labor categories, labor rates, cancellation fees and unit prices of each associated contract line item (CLIN) will remain as part of the contract and be used for ordering purposes.

B.7.1 Base Year – March 15, 2013 through March 14, 2014

Base Period

A B C D E F G H

CLIN

Type

Task Description

Estimated Quantity

Unit of

Measure

Unit Price

Ext. Value

(D X F)

RFP Att.

CLIN

Development of Instructor Led Courses

SOW

001A FFP 1-Day Instructor Led Course

Course

SOW

C.4.3

001B FFP 2-Day Instructor Led Course

001C FFP 3-Day Instructor Led Course

001D FFP 4-Day Instructor Led Course

001E FFP 5-Day Instructor Led Course

Course

SOW

C.4.3

001F FFP 8-Day Instructor Led Course

Course

SOW

C.4.3

001G FFP 10-Day Instructor Led Course

Course

CONTINUED ON NEXT PAGE…….

Instruction of Core Courses

002A FFP

Programming Foreign Assistance (PFA) (40-Hours)

C.5.1

002B FFP Project Design and Management (80-Hours)

C.5.2

002C FFP Advanced Project Design (APD) (40-Hours)

C.5.3

002D FFP

Acquisition & Assistance for CORs/AORs Certification (A&A 104) (80-Hours)

Course C.5.4

002E FFP

Acquisition & Assistance for COR Supervisors (A&A

201) (24-Hours; 3 days)

Course C.5.5

002E FFP

Acquisition & Assistance Seminar for Executives (8-Hours)

Course C.5.6

002F FFP Enhanced COR/AORs Skills (A&A 202) (40-Hours)

Course C.5.7

CLIN

Web Based Courses

003A

FFP

Contract Solicitation for CORs (2-Hour Course)

C.5.8.1

003B

Cost and Price Analysis for CORs/AORs (2- Hour Course)

10 Course

C.5.8.2

003C

Outreach and Communications Overview for CORs/AORs (1-Hour Course)

C.5.8.3

003D

A&A Primer (1-Hour Course)

C.5.8.4

003E

Contract Type and Pricing for CORs (1.5 hour Course)

C.5.8.5

003F

Phoenix Accruals (1-Hour Course)

C.5.8.6

003G

1-Hour Course

C.5.8

003H

2-Hour Course

003I

3-Hour Course

003J

4-Hour Course

003K

5-Hour Course

003L

6-Hour Course

Redesign of Selected Instructor Led Courses

004A FFP Programming Foreign Assistance

Each C.7.4(a)( 1)

004B FFP Project Design and Management

Each C.7.4(a)( 2)

004C FFP Assistance and Acquisition

Each C.7.4(c) and (d)

CLIN

Illustrative Labor Categories Estimated Quantity

Unit of Measure

Unit Price

Extended Value (D X F)

005A

LH

Project Manager

Hour

C.6

005B LH Logistic Manager 2080 Hour

005C LH A&A Technical Skills Instructor 1000 Hour

005D LH Project Management Skills Instructor

005E LH Web Expert Senior Level

005F LH Web Expert Mid-Level

005G LH Web Expert Junior Level

005H LH Conference Facilitator 100 Hour

Course Cancellation Fees Estimate Quantity

Unit of Measure

Unit Price

Extended Value (D X F)

RFP Att.

CLIN

Course Cancellation Fees

Each

B.7.2 Option Year One March 15, 2014 through March 14, 2015

CLIN Type Task Description

CLIN

Development of Instructor Led Courses

SOW

001A FFP 1-Day Instructor Led Course

Course

SOW

C.4.3

001B FFP 2-Day Instructor Led Course

Course

SOW

C.4.3

001C FFP 3-Day Instructor Led Course

Course

SOW

C.4.3

001D FFP 4-Day Instructor Led Course

Course

SOW

C.4.3

001E FFP 5-Day Instructor Led Course

Course

SOW

C.4.3

001F FFP 8-Day Instructor Led Course

Course

SOW

C.4.3

001G FFP 10-Day Instructor Led Course

Course

Course C.5.1

002B FFP Project Design and Management (80-Hours)

Course C.5.2

002C FFP Advanced Project Design (APD) (40-Hours)

Course C.5.3

002D FFP

002E FFP

002E FFP

002F FFP Enhanced COR/AORs Skills (A&A 202) (40-Hours)

Course C.5.7

CLIN

Web Based Courses

Ex. Value

Cost and Price Analysis for CORs/AORs (2-Hour

(NOTE: CLIN 4 - RESERVED)

Illustrative Labor Categories

Course Cancellation Fees

CLIN

Course Cancellation Fees

Each

B.7.3 Option Year Two March 15, 2015 through March 14, 2016

CLIN

Development of Instructor Led Courses

SOW

001A FFP 1-Day Instructor Led Course

Course

SOW

C.4.3

001B FFP 2-Day Instructor Led Course

Course

SOW

C.4.3

001C FFP 3-Day Instructor Led Course

Course

SOW

C.4.3

001D FFP 4-Day Instructor Led Course

Course

SOW

C.4.3

001E FFP 5-Day Instructor Led Course

Course

SOW

C.4.3

001F FFP 8-Day Instructor Led Course

Course

SOW

C.4.3

001G FFP 10-Day Instructor Led Course

Course

002B FFP Project Design and Management (80-Hours)

Course C.5.2

002C FFP Advanced Project Design (APD) (40-Hours)

Course C.5.3

002D FFP

002E FFP

002E FFP

002F FFP Enhanced COR/AORs Skills (A&A 202) (40-Hours)

Course C.5.7

CLIN

Web Based Courses

Illustrative Labor Categories

Course Cancellation Fees

CLIN

Course Cancellation Fees

B.7.4 Option Year Three - March 15, 2016 through March 14, 2017

CLIN

Development of Instructor Led Courses

SOW

001A FFP 1-Day Instructor Led Course

Course

SOW

C.4.3

001B FFP 2-Day Instructor Led Course

Course

SOW

C.4.3

001C FFP 3-Day Instructor Led Course

Course

SOW

C.4.3

001D FFP 4-Day Instructor Led Course

Course

SOW

C.4.3

001E FFP 5-Day Instructor Led Course

Course

SOW

C.4.3

001F FFP 8-Day Instructor Led Course

Course

SOW

C.4.3

001G FFP 10-Day Instructor Led Course

Course

002B FFP Project Design and Management (80-Hours)

Course C.5.2

002C FFP Advanced Project Design (APD) (40-Hours)

Course C.5.3

002D FFP

002E FFP

002E FFP

002F FFP Enhanced COR/AORs Skills (A&A 202) (40-Hours)

Course C.5.7

Web Based Courses

Illustrative Labor Categories

Course Cancellation Fees

CLIN

B.7.5 Option Year Four - March 15, 2017 through March 14, 2018

CLIN

Development of Instructor Led Courses

SOW

001E FFP 5-Day Instructor Led Course

001F FFP 8-Day Instructor Led Course

001G FFP 10-Day Instructor Led Course

C.5.1

C.5.2

C.5.3

002D FFP

C.5.4

002E FFP

C.5.5

002E FFP

C.5.6

002F FFP Enhanced COR/AORs Skills (A&A 202) (40-Hours)

C.5.7

Web Based Courses

Illustrative Labor Categories

Course Cancellation Fees

CLIN

B.8 – Total Evaluated Price (Base and Option Periods)

Base and Option Periods

A B C D E G

CLIN Type Task Description Estimated Quantity

Unit of Measure

Total Evaluated Price

CLIN

Development of Instructor Led Courses

001E FFP 5-Day Instructor Led Course

001F FFP 8-Day Instructor Led Course

001G FFP 10-Day Instructor Led Course

Total CLIN Evaluated Price

Instruction of Core Courses

Estimated Total Evaluated Price

002D FFP

002E FFP

002E FFP

002F FFP Enhanced COR/AORs Skills (A&A 202) (40-Hours)

Web Based Courses

Estimated Total Evaluated Price

50 Course

Redesign of Selected Instructor Led Courses

Total Estimated

004A FFP Programming Foreign Assistance

004B FFP Project Design and Management

004C FFP Assistance and Acquisition

Illustrative Labor Categories

10400

10400

Course Cancellation Fees

CLIN

B.9 TOTAL EVALUATED PRICE

BASE PERIOD $

OPTION PERIOD 1 $

OPTION PERIOD 2 $

OPTION PERIOD 3 $

OPTION PERIOD 4 $

ALL PERIODS (BASE AND OPTIONS) $

[END OF SECTION B]

SECTION C - DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

C.1 INTRODUCTION

The Office of Human Resources (OHR), Training and Education Division (TE) of the United States

Agency for International Development (USAID), is responsible for coordinating core and non-core training for the Agency’s approximately 8,000 employees. Employees are located in the Washington, D.C. headquarters in the Ronald Reagan Building (RRB), 1300 Pennsylvania Avenue, NW, Washington, D.C., in annex buildings in the Washington area, and at approximately 85 field offices, referred to as

Missions, located overseas. OHR/TE arranges and funds course deliveries at a USAID Training Facility in the Washington area and at dozens of overseas locations for Mission staff assigned abroad. As staff levels warrant, Mission’s may also directly fund the purchase of core courses for overseas deliveries.

Non-core courses are funded and coordinated by USAID technical bureaus and/or by individual missions as and when needed. These courses are for staff working in a technical sector of the Agency and are in addition to core courses.

All courses are delivered in English. All courses shall be developed and taught in accordance with the

Foreign Assistance Act of 1961, the USAID Forward initiative, USAID Automated Directives System

(ADS), USAID ADS policy updates, interim policy updates issued through General Notices, the Code of

Federal Regulations 216 as amended, Congressional mandates, Federal Acquisition Regulations, AID

Acquisition and Assistance Regulations (AIDAR), host government regulations, and best practices among development practitioners. Therefore it is essential that the Contractor have the knowledge and understanding of the vast range of factors that are essential when designing and delivering training for

USAID staff.

C.2 GOAL

From 2005 through 2011, over 7,000 USAID staff members have completed core training courses to provide them with the knowledge and skills to design, implement, and monitor development activities and to administer grants and contracts. This IQC shall procure the services of a well experienced

Contractor capable of designing, developing and delivering adult professional development to USAID employees worldwide through a continuing range of high quality courses, using a combination of web based training, distance learning and instructor led training. Each training, whether instructor led or web based, shall serve to develop the required competencies and skills of Agency staff to produce high quality work as they administer USAID’s foreign assistance program.

The Contractor shall develop curriculum with the guidance of the Contracting Officer Representative

(COR), and in concert with the COR, the contractor shall function as a content expert for the training set forth in this Contract. The Contractor shall be well versed in basic adult learning theory for on-line and in-class training and be able to review training and provide USAID feedback on the training product.

USAID will be responsible for and determine the types of updating the training needs based on those recommendations.

C.3 PURPOSE

Each Task Order will include specific requirements for that Task Order; however, the following is a list of the types of services that may be required under this IQC. The listing is only being provided as an example and does not represent any current or known requirement. Specific requirements will be identified in each individual Task Order

C.4 REQUIREMENTS

The Contractor's duties shall include, but not be limited to, providing technical assistance and advisory services, training delivery, updating existing core Instructor Led and Web Based Training (ILT/WBT), development of new ILT and WBT courses as and when necessary, reproduction of training materials, and support for conference organization and management when ordered. The Contractor shall furnish services that include individuals having experience and expertise, both practical and conceptual, in the subject matter required by each task order. USAID will define its needs in Task Orders, which will be managed by Contracting Officer Representatives (CORs) from the tasking Bureau or Mission which shall include both OHR/TE itself as well as other Washington offices and field missions.

The Contractor shall provide an expected five years of trainers and developers of web based training, curriculum developers, and managers to effectively implement the full range of stated requirements.

C.4.1. Core Courses must fully integrate with one another through the consistent presentation of common topics and through a ―building block‖ approach to assure a natural progression of knowledge as staff move through the course sequence. Updates to the course content or the redesign of courses (when suggested by the appropriate technical office and approved by the

OHR/TE COR) must assure that (1) there is no overlap in content of courses except where desirable for pedagogic purposes; (2) courses effectively integrate blended learning through web based training; (3) courses adhere to adult learning techniques to maximize efficient and enjoyable learning. Course redesigns are not expected sooner than every 12 to 15 months.

C.4.2. Non-core courses developed and delivered through Task Orders under this IQC will support the focused technical areas of Bureaus and Independent Offices. When such needs arise, individual

Task Orders shall be awarded for the defined task of developing and/or delivering new or existing courses. Although the exact level of new non-core course development and delivery is unknown at this time, under the previous IQC, over 300 deliveries of assorted courses resulted in approximately 7,000 course completions (i.e. an individual completing an instructor led course is a course completion). There is no guarantee as to the number of Task Orders that will be awarded under this IQC. Task Orders will be awarded on an as needed basis. A minimum of TBD and a maximum of TBD may be ordered through Task Orders against this IQC.

C.4.3. It is anticipated that additional instructor led and web based courses shall be developed during the life of this IQC.

Additional needs will include facilitation of mission retreats overseas and potentially office retreats in Washington.

Conference organization and administration may also be accessed through separate task orders under the IQC. Such conferences in the past have been for technical sectors in the U.S. and overseas.

C.4.4. The Government will have all ownership rights of all training courses and materials.

C.5 CONTRACTOR’S DUTIES

The Contractor’s duties shall be delivery of core courses and to support core courses under this IQC.

Additional core courses shall be developed as deemed necessary. Any courses listed below are subject to reconfiguration, renaming or suspension, as the future may warrant.

CORE COURSES:

C.5.1. Programming Foreign Assistance (PFA) – five (5) day instructor led, plus on-line presence such as blogs, etc.

Participants learn the essentials of USAID's program operations, as well as the most current changes to

USAID's business processes, covering topics from strategic planning, the budget cycle, pre-obligation requirements, and acquisition and assistance instruments to monitoring performance results [ADS 200-

201]. The importance of core values in these processes is a cross-cutting theme.

C.5.2. Project Design and Management (PDM) – ten (10)-day instructor led, plus on-line presence such as blogs, etc.:

Participants learn skills and best practices to:

• Analyze assistance program performance

• Design projects

• Monitor and evaluate performance

• Use of the proper obligation instruments

• Create project cost estimation

• Draft project approval documentation

• Methods for collaborating with implementing partners

• Managing financial processes associated with the project

• How to modify program design

• How to conduct a performance audit

• Conducting project close-out

C.5.3. Advanced Project Design (APD) – five (5)-day instructor led:

Participants learn how to:

Better understand the current USAID project design guidance

Correctly apply skills in a variety of project design tasks, including conducting analyses, using innovative learning and knowledge sharing approaches, conducting knowledge management reviews, using and understanding the relationship between a strategy results framework and

Logical Framework tools and developing project concept papers and project approval documents

Utilize team management techniques to lead a team through the project design and management process.

C.5.4. Acquisition & Assistance for Contracting/Agreement Officer’s Representative (COR/AOR)

Certification Training Program (A&A 104) – two (2) on-line modules and a ten (10)-day instructor led course:

The course is designed to provide USAID CORs/AORs with the basic knowledge and skills needed to effectively carry out their responsibilities. The course covers planning, pre-award, competition requirements, implementing instruments, source and origin, statement of work, funding/obligation/payment, management of a program/project, post award administration, monitoring and evaluation tracking/Return On Investment (ROI), reports, portfolio reviews, modifications, property management, disputes/terminations, Mission Orders, financial management responsibilities, audit requirements, file documentation, closeout of strategy, closeout of a project/activity, collaboration and negotiation with host Government personnel and partners, annual reports for USAID headquarters etc. This course must be successfully completed in order to become a certified COR/AOR and eligible for designation as a COR/AOR by a

Contracting/Assistance Officer. (ADS 300 series)

C.5.5. Acquisition & Assistance for COR Supervisors (A&A 201) – During two (2)-day instructor-led course, participants learn the skills and methods, including:

Concept of the COR

Defining the Role of the COR Supervisor: Managerial, Programmatic and Business

Components

Addressing Managerial Issues

Clarifying team and technical office roles, programmatic duties. And performance standards

Utilizing communication styles and persuasion methods

Nominating the COR and selecting the Right Candidate

Supporting and Monitoring the COR

Creating an environment for success for the COR through coaching and oversight

Defining and monitoring COR performance

Records Management and Making a smooth Transition from one COR to another

C.5.6. Acquisition & Assistance (A&A) Seminar for Executives – one (1)-day instructor led:

The A&A Seminar for Executives provides essential knowledge to oversee the complexities of procurement oversight for a Mission Director or Acting Mission Director. It is a highly interactive, intense, skills-based update course covering the role of the Mission Director as the

Head of the Contracting Activity and related responsibilities and authorities.

C.5.7. Enhanced CORs/AORs Skills (A&A 202) – five (5)-day instructor-led:

Review key aspects of the A&A 104 course

Introduce more complex oversight issues of grant and contract management

Advance the skills of CORs and AORs to manage increasingly complex and significant larger contracts and grants.

C.5.8. Web Based Courses

The following web based procurement courses were developed in 2009 and completely revised in August 2012. Additional such courses may be ordered through Task Orders. Revisions to these existing courses may be ordered when necessary due to changes in agency or federal procurement policies.

The Contractor shall provide all direct and indirect costs to design, develop, implement and deliver the following web based courses:

C.5.8.1 Contract Solicitation for CORs

2 Hours

Contract Solicitation, a USAID Continuing Education online course. This course counts towards the COR CE requirements. This course is primarily relevant for

CORs, not AORs.

C.5.8.2 Cost and Price Analysis for CORs/AORs

2 Hours

Cost and Price Analysis, a USAID Continuing Education online course. This course counts towards the COR CE requirements. This course is relevant for both CORs and AORs.

C.5.8.3 Outreach and Communications Overview for CORs/AORs

1 Hours

Outreach and Communications Overview for the COR, a USAID Continuing

Education online course. This course counts towards the COR CE requirements.

This course is relevant for both CORs and AORs.

C.5.8.4 Contract Type and Pricing for CORs

90 minutes

USAID Contract Type and Pricing, a USAID Continuing Education online course.

This course counts towards the COR CE requirements. This course is primarily relevant for CORs, not AORs.

C.5.8.5 Acquisition &Assistance Primer

60 minutes

Topics covered include USAID history and mission, USAID budget, the A&A regulatory environment, public buying principles, and

USAID FORWARD implementation and procurement reform efforts. This module is a pre-requisite to the instructor-led ―Acquisition and Assistance (A&A)

Management for CORs/AORs (A&A 104)".

C.5.8.6 Phoenix Accruals

60 Minutes

This Web Based On line Accruals Training course is designed for Obligation

Managers and CORs. They will acquire a significant level of knowledge on how to compute and record accruals. Individuals must achieve a passing score in order to successfully complete this training.

C.5.9. Course Web Sites

Web sites to be maintained by the contractor, based on issuance of Task Orders:

Web sites developed in summer 2012 in support of the PFA and PDM courses will be hosted at

―ProgramNet 2.0‖ on a USAID server and will be maintained by the contractor, based on issuance of

Task Orders if and when content update is required.

C.6. STAFFING & QUALIFICATIONS

C.6.1 Instructor/Facilitator

Education: Instructors and Facilitators need to have a master degree in relevant functional areas of this SOW.

Experience: Subject-matter expert (SME) instructors/facilitators must have a minimum of five years’ experience in technical, management, and/or facilitation skills, with at least three or more skills of the following described below:

Acquisition and Assistance (A&A) Technical Skills Instructors

Expert knowledge of and experience in the A&A business process, Federal Acquisition

Regulations (FAR), and;

Experience in training professionals in the A&A process; and

Knowledge of adult training methodology; and

Knowledge of different cultures and diversity training.

Project Management Skills Instructors

Expert knowledge of and experience in training professionals in all communications, core values, change management, and

Supervising work, monitoring, evaluating, training in adult methodology; and

Experience and expertise in training program/project management professionals in a diverse workforce in technical developmental areas (agriculture, economics; democracy; governance;

global health, strategic planning); and

Experience and expertise in training all levels within an organization or governmental agency; and

Experience and knowledge of different cultures and diversity training.

C.6.2 Project Manager

Education: A master degree in relevant functional areas of this SOW.

Experience: At least 5-years of proven experience as a successful manager of large scale training or professional development activities.

C.6.3 Logistics Manager

Education: A bachelor’s degree in relevant functional areas of this SOW.

Experience: At least 3-years of proven experience assigning staff and/or trainers worldwide in the most cost effective manner.

C.6.4 Senior Level Expert

Education: A master’s degree in relevant functional areas of this SOW.

Experience: At least 5-years of proven professional work experience

C.6.5 Mid-Level Expert

Experience: At least 3-years of proven professional work experience

C.6.6 Junior Level Expert

Experience: no work experience required

C.6.7 Conference / Retreat Facilitator

Education: A bachelor’s degree in relevant functional areas of this SOW

Experience: At least 3-years of proven professional work experience; successfully developing and moderating workshops

Experience: Excellent writing skills; desirable; in international development desirable

C.7. CONTRACTOR RESPONSIBILITIES

C.7.1. Overview

1) Transition of Contract

2) Deliver core courses worldwide, including those already scheduled prior to the effective date of contract award.

3) Improve and redesign existing core courses, as directed by COR

4) Support the existing WBT courses found in the Section C.5.8 and develop new on-line courses as required

5) Deliver and develop technical non-core courses, as ordered through Task Orders by Technical

Bureaus: Global Health (GH), Democracy; Conflict and Humanitarian Assistance (DCHA);

Economic Growth, Education and Environment (E3), Food Security (FS) and/or Independent

Offices (such as General Counsel, Legislative and Public Affairs, and others)

6) Based on individual task orders, when the need arises, manage the delivery of web seminars and video teleconference course deliveries for professional development of staff. Presenters could be USAID staff experts or contractor trainers. Submit course additions to the Learning

Management System (LMS) manager to enter those courses into the LMS. (See the current required form attached as Attachment J.14.)

7) Assist (as needed) USAID/OHR with assessing and improving employee performance through training in given Agency departments, missions, and offices.

8) Assist (as needed) USAID/OHR with assessing and improving organizational (department, mission, offices) performance through training in areas that may affect employee development.

9) Provide on-going support, as needed, to reinforce new skills and methods cultivated from courses.

The Contractor is responsible for the delivery of the Core Courses and all associated requirements, as detailed in Sections C.4-C.12.

In addition to core course deliveries and associated logistics, the Contractor will be responsible for periodic updates to on-line and instructor-led course materials, when deemed necessary by the

OHR/TE COR. Such updates are usually precipitated by changes to those sections of the ADS related to a particular course. The Contractor shall ensure that course materials and instructional software is in compliance with Section 508 of the Rehabilitation Act. The compliance with Section

508 applies to any web-based material written and developed by the contractor under all task orders that may be issued under this IQC.

The Contractor will also be responsible for quality reproduction of the course materials. Quality is defined as high degree of clarity, correctness, timeliness, accuracy and appropriateness of course materials.

Additional courses are either purchased by OHR/TE and/or USAID Bureaus as commercial, off-the-shelf courses, or custom designed to meet the Agency’s needs. These courses exist throughout the

Agency to address the specific training needs identified for Civil Service, Foreign Service and locally engaged staff (such as Foreign Service Nationals). Any such new courses may be procured from the contractor, if and when a need is identified.

C.7.2. (a) Transition between contractors

The contractor will be responsible for meeting with the current contractor’s management and

USAID/OHR/TE to assess how to further improve existing courses; observe courses that are delivered during the 60 day transition period; review current course material and offer recommendations for improvement; conduct an initial assessment of USAID performance gaps that would inform development of additional training or other methods for improving employee performance. The new contractor shall be prepared to assume full responsibility for delivery of courses starting no later than April 29, 2013. In Option Year 4, the contractor shall provide a 60-day transition period upon expiration of this IQC. A written report is due no later than June 28, 2013 presenting the recommendations for possible course modifications or pedagogical changes.

Core course deliveries occur on an established basis and are on-going except during weeks of major holidays. Course schedules are posted as much as one year in advance on the USAID intranet web site, USAID University. Registration is self-service by participants through the

Internet-based Learning Management System (LMS To the extent possible, there will be a limited, not to exceed 60 days, transition period of overlap between the outgoing and contractors.

C.7.2. (b) Instructor Assignments:

Within 10 working days of the Task Order award, the Contractor will provide the OHR/TE COR a schedule of instructor and facilitator assignments for all scheduled courses. The contractor is responsible for updating and maintaining the instructor and facilitator assignments report throughout the duration of the task order. These assignments will be managed using commercial off-the-shelf software. Electronic and/or hard copy printouts of the assignments will be provided to the OHR/TE COR in the format requested by the OHR/TE COR.